180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/12 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 365
- 較 2023 年第 1 季 0
- 總值
- $4.55 億
- 較 2023 年第 1 季 +$2,558 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 113,882 | $3,849 萬 | 8.5% | −507−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 104,496 | $2,011 萬 | 4.4% | −2,240−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 95,950 | $1,249 萬 | 2.7% | −751−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,262 | $1,029 萬 | 2.3% | −2,940−10.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 31,666 | $886.1 萬 | 1.9% | +1,754+5.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,212 | $783.1 萬 | 1.7% | −621−1.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,166 | $684.3 萬 | 1.5% | −30.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 7,424 | $650.7 萬 | 1.4% | −122−1.6% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,541,263 | $613.4 萬 | 1.3% | +58,625+4.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 50,372 | $541.3 萬 | 1.2% | −766−1.5% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 66,055 | $518.5 萬 | 1.1% | −1,565−2.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 9,251 | $500.5 萬 | 1.1% | −102−1.1% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 269,995 | $496.8 萬 | 1.1% | +7,683+2.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,220 | $484.9 萬 | 1.1% | −569−1.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,353 | $467.7 萬 | 1.0% | −2,330−12.5% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 87,436 | $451.3 萬 | 1.0% | −2,824−3.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 45,127 | $447.4 萬 | 1.0% | −361−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,241 | $446.5 萬 | 1.0% | −936−2.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 86,395 | $424.5 萬 | 0.9% | −835−1.0% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 56,196 | $421.4 萬 | 0.9% | −255−0.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 100,038 | $411.0 萬 | 0.9% | +6,423+6.9% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 53,851 | $409.1 萬 | 0.9% | −2,452−4.4% | 減碼 | – |
| CMCSAComcast Corp | Stock | 90,628 | $378.5 萬 | 0.8% | −47−0.1% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 149,949 | $354.5 萬 | 0.8% | +2,951+2.0% | 加碼 | – |
| BABoeing Co | Stock | 15,030 | $317.0 萬 | 0.7% | −317−2.1% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,559 | $313.0 萬 | 0.7% | −1,697−3.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 19,446 | $307.6 萬 | 0.7% | −18−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,806 | $306.5 萬 | 0.7% | −4,224−13.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,386 | $304.8 萬 | 0.7% | −338−1.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 36,168 | $304.7 萬 | 0.7% | +1,466+4.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 234,451 | $301.3 萬 | 0.7% | −9,472−3.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 29,159 | $300.8 萬 | 0.7% | −2,362−7.5% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 78,762 | $292.2 萬 | 0.6% | −2,528−3.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,855 | $288.7 萬 | 0.6% | −242−1.8% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 169,023 | $286.0 萬 | 0.6% | +16,376+10.7% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 60,113 | $272.0 萬 | 0.6% | +3,394+6.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,474 | $270.8 萬 | 0.6% | −20−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 27,237 | $268.0 萬 | 0.6% | −419−1.5% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 119,393 | $261.9 萬 | 0.6% | +298+0.3% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 97,500 | $258.7 萬 | 0.6% | −3,713−3.7% | 減碼 | – |
| VVisa Inc. | Stock | 10,791 | $256.8 萬 | 0.6% | −114−1.0% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,457 | $250.0 萬 | 0.5% | +735+15.6% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 32,797 | $247.7 萬 | 0.5% | −498−1.5% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,336 | $247.5 萬 | 0.5% | −892−2.6% | 減碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 252,534 | $247.2 萬 | 0.5% | +27,225+12.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,182 | $245.6 萬 | 0.5% | −43−0.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,239 | $242.4 萬 | 0.5% | −537−9.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,782 | $237.7 萬 | 0.5% | −561−3.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,960 | $237.0 萬 | 0.5% | −50−1.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,718 | $236.8 萬 | 0.5% | −20−0.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,133 | $234.7 萬 | 0.5% | +1,008+6.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,317 | $231.8 萬 | 0.5% | −185−0.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 15,019 | $229.0 萬 | 0.5% | +1,279+9.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,763 | $224.8 萬 | 0.5% | −2,013−12.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,987 | $220.6 萬 | 0.5% | −98−1.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 41,745 | $216.3 萬 | 0.5% | −2,143−4.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,175 | $212.7 萬 | 0.5% | −417−2.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,213 | $211.0 萬 | 0.5% | +1,296+5.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,055 | $210.5 萬 | 0.5% | −93−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,913 | $207.6 萬 | 0.5% | −87−0.6% | 減碼 | – |
| TWLOTwilio Inc | CL A | 32,397 | $207.5 萬 | 0.5% | +2,512+8.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 26,636 | $205.4 萬 | 0.5% | +2,335+9.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,697 | $205.2 萬 | 0.5% | −1,336−12.1% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,860 | $203.2 萬 | 0.4% | +200+1.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 49,695 | $202.6 萬 | 0.4% | −1,582−3.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 70,589 | $193.1 萬 | 0.4% | +4,085+6.1% | 加碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 211,389 | $193.0 萬 | 0.4% | +104,997+98.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 60,880 | $188.9 萬 | 0.4% | +4,070+7.2% | 加碼 | – |
| TELTE Connectivity plc | REG SHS | 13,220 | $185.6 萬 | 0.4% | −234−1.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,737 | $181.7 萬 | 0.4% | +3,914+8.7% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 10,030 | $177.5 萬 | 0.4% | +130+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,683 | $176.2 萬 | 0.4% | −65−1.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 30,371 | $175.3 萬 | 0.4% | +1,333+4.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,492 | $172.9 萬 | 0.4% | +77+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,171 | $169.2 萬 | 0.4% | +67+0.7% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 57,695 | $167.4 萬 | 0.4% | +78+0.1% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 26,184 | $166.4 萬 | 0.4% | +2,190+9.1% | 加碼 | – |
| LRCXLam Research Corp | COM | 2,502 | $162.9 萬 | 0.4% | −72−2.8% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 28,414 | $162.8 萬 | 0.4% | +404+1.4% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 12,997 | $158.2 萬 | 0.3% | +69+0.5% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 53,315 | $157.9 萬 | 0.3% | −2,080−3.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,798 | $152.1 萬 | 0.3% | +112+0.5% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 108,999 | $146.5 萬 | 0.3% | −2,857−2.6% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 15,992 | $144.3 萬 | 0.3% | +2,292+16.7% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,670 | $142.7 萬 | 0.3% | +80+0.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,401 | $138.8 萬 | 0.3% | −24−0.7% | 減碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 8,764 | $135.6 萬 | 0.3% | −315−3.5% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,395 | $135.4 萬 | 0.3% | −85−0.6% | 減碼 | – |
| INTCIntel Corp | Stock | 39,943 | $134.3 萬 | 0.3% | −960−2.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 79,426 | $132.7 萬 | 0.3% | −8,814−10.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,007 | $130.9 萬 | 0.3% | +1,764+78.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,790 | $128.7 萬 | 0.3% | −51−1.8% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 25,814 | $127.7 萬 | 0.3% | −6,977−21.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,117 | $126.1 萬 | 0.3% | +59+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,109 | $123.1 萬 | 0.3% | −289−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,596 | $123.0 萬 | 0.3% | +881+6.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 32,800 | $120.2 萬 | 0.3% | −364−1.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,552 | $119.4 萬 | 0.3% | −55−1.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,509 | $118.9 萬 | 0.3% | +510+10.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,639 | $117.8 萬 | 0.3% | −2−0.1% | 減碼 | – |
2023 年第 1 季之後清倉（30 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CROXCrocs, Inc. | COM | 8,586 | $108.6 萬 | 0.3% | 歷史 |
| LUVSouthwest Airlines Co | COM | 25,197 | $82.0 萬 | 0.2% | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 23,849 | $81.8 萬 | 0.2% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 13,893 | $78.6 萬 | 0.2% | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 15,000 | $75.3 萬 | 0.2% | – |
| VLOValero Energy Corp | Stock | 3,400 | $47.5 萬 | 0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 7,520 | $45.4 萬 | 0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 3,462 | $45.1 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 1,846 | $44.1 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,815 | $38.4 萬 | 0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,782 | $37.5 萬 | 0.1% | 歷史 |
| ATOAtmos Energy Corp | COM | 3,329 | $37.4 萬 | 0.1% | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 7,145 | $36.9 萬 | 0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 1,021 | $36.6 萬 | 0.1% | 歷史 |
| AESAES Corp | Stock | 13,990 | $33.7 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,250 | $31.8 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 5,000 | $28.8 萬 | 0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,360 | $27.0 萬 | 0.1% | – |
| CDWCDW Corp | COM | 1,343 | $26.2 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25460G781 | DLY GOLD INDX 2X | 5,729 | $24.0 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,074 | $23.4 萬 | 0.1% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,700 | $22.5 萬 | 0.1% | – |
| AMTAmerican Tower Corp | REIT | 1,086 | $22.2 萬 | 0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 734 | $21.9 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,022 | $21.1 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,606 | $20.0 萬 | <0.1% | – |
| GFIGold Fields Ltd | SPONSORED ADR | 14,256 | $19.0 萬 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 15,018 | $16.8 萬 | <0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 10,771 | $12.2 萬 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 15,145 | $9.19 萬 | <0.1% | 歷史 |