180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 373
- 較 2023 年第 2 季 +8
- 總值
- $4.44 億
- 較 2023 年第 2 季 −$1,106 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 113,927 | $3,597 萬 | 8.1% | +450.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,090 | $1,816 萬 | 4.1% | +1,594+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 96,494 | $1,227 萬 | 2.8% | +544+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,205 | $1,009 萬 | 2.3% | −1,057−4.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 30,248 | $756.9 萬 | 1.7% | −1,418−4.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,737 | $741.7 萬 | 1.7% | −475−1.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,635 | $657.5 萬 | 1.5% | −531−0.8% | 減碼 | – |
| MNKDMannkind Corp | COM NEW | 1,581,470 | $653.1 萬 | 1.5% | +40,207+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,397 | $614.4 萬 | 1.4% | −27−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 50,905 | $598.5 萬 | 1.3% | +533+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39,652 | $522.8 萬 | 1.2% | −568−1.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,200 | $519.8 萬 | 1.2% | −51−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 38,221 | $500.2 萬 | 1.1% | +980+2.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,413 | $492.7 萬 | 1.1% | +60+0.4% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 276,386 | $488.9 萬 | 1.1% | +6,391+2.4% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 63,926 | $477.0 萬 | 1.1% | −2,129−3.2% | 減碼 | – |
| CMCSAComcast Corp | Stock | 102,314 | $453.7 萬 | 1.0% | +11,686+12.9% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 85,619 | $418.9 萬 | 0.9% | −776−0.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 45,427 | $414.6 萬 | 0.9% | +300+0.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 83,650 | $414.3 萬 | 0.9% | −3,786−4.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 105,375 | $413.2 萬 | 0.9% | +5,337+5.3% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,756 | $397.7 萬 | 0.9% | −440−0.8% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 52,090 | $381.5 萬 | 0.9% | −1,761−3.3% | 減碼 | – |
| CVXChevron Corp | Stock | 19,675 | $331.8 萬 | 0.7% | +289+1.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,327 | $325.1 萬 | 0.7% | +881+4.5% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 188,458 | $322.5 萬 | 0.7% | +19,435+11.5% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 227,292 | $318.9 萬 | 0.7% | −7,159−3.1% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 153,024 | $316.8 萬 | 0.7% | +3,075+2.1% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 34,392 | $305.7 萬 | 0.7% | −1,776−4.9% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 80,049 | $301.7 萬 | 0.7% | +19,936+33.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 39,297 | $295.4 萬 | 0.7% | −2,262−5.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 28,151 | $289.8 萬 | 0.7% | +1,345+5.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,684 | $285.5 萬 | 0.6% | +1,210+6.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 14,798 | $283.6 萬 | 0.6% | −232−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,312 | $276.7 萬 | 0.6% | +457+3.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 30,666 | $266.5 萬 | 0.6% | +1,507+5.2% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 74,475 | $265.3 萬 | 0.6% | −4,287−5.4% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 123,255 | $262.0 萬 | 0.6% | +3,862+3.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,150 | $259.7 萬 | 0.6% | +190+3.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,218 | $258.0 萬 | 0.6% | +427+4.0% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 295,473 | $253.2 萬 | 0.6% | +42,939+17.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,225 | $253.1 萬 | 0.6% | +43+0.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,605 | $246.7 萬 | 0.6% | +148+2.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,563 | $246.4 萬 | 0.6% | −219−1.2% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 259,153 | $238.7 萬 | 0.5% | +47,764+22.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 43,972 | $236.4 萬 | 0.5% | +2,227+5.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 32,387 | $234.4 萬 | 0.5% | −949−2.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 15,732 | $229.5 萬 | 0.5% | +713+4.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,983 | $221.9 萬 | 0.5% | +265+1.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,333 | $220.9 萬 | 0.5% | +160.0% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 10,872 | $220.5 萬 | 0.5% | +1,175+12.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 58,764 | $219.1 萬 | 0.5% | +9,069+18.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,767 | $218.3 萬 | 0.5% | −366−2.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,311 | $217.2 萬 | 0.5% | +72+1.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,659 | $212.7 萬 | 0.5% | −104−0.8% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 83,686 | $212.6 萬 | 0.5% | −13,814−14.2% | 減碼 | – |
| TWLOTwilio Inc | CL A | 36,207 | $211.9 萬 | 0.5% | +3,810+11.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,943 | $211.2 萬 | 0.5% | −44−0.4% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,129 | $209.0 萬 | 0.5% | +74+1.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 26,365 | $206.6 萬 | 0.5% | +2,152+8.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 18,411 | $206.6 萬 | 0.5% | +1,236+7.2% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,082 | $203.5 萬 | 0.5% | −778−5.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 74,615 | $194.8 萬 | 0.4% | +4,026+5.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,840 | $194.3 萬 | 0.4% | −73−0.5% | 減碼 | – |
| METMetlife Inc | Stock | 30,725 | $193.3 萬 | 0.4% | +2,311+8.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 32,087 | $187.1 萬 | 0.4% | +6,273+24.3% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 25,369 | $185.9 萬 | 0.4% | −7,428−22.6% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 29,977 | $185.5 萬 | 0.4% | +3,793+14.5% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 61,478 | $184.1 萬 | 0.4% | +598+1.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,888 | $177.9 萬 | 0.4% | +205+3.6% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 14,399 | $177.9 萬 | 0.4% | +1,179+8.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,214 | $176.9 萬 | 0.4% | +1,843+6.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 11,187 | $170.9 萬 | 0.4% | +1,157+11.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,600 | $168.1 萬 | 0.4% | +108+4.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 51,757 | $167.7 萬 | 0.4% | +3,020+6.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 25,927 | $165.9 萬 | 0.4% | −709−2.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,174 | $161.8 萬 | 0.4% | +1,376+6.3% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 55,802 | $161.3 萬 | 0.4% | +2,487+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,063 | $160.5 萬 | 0.4% | −108−1.1% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 56,530 | $159.4 萬 | 0.4% | −1,165−2.0% | 減碼 | – |
| LRCXLam Research Corp | COM | 2,487 | $155.9 萬 | 0.4% | −15−0.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,768 | $148.7 萬 | 0.3% | −22−0.8% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 114,724 | $143.1 萬 | 0.3% | +5,725+5.3% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 13,767 | $142.2 萬 | 0.3% | +770+5.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 39,161 | $139.2 萬 | 0.3% | −782−2.0% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,586 | $135.9 萬 | 0.3% | −84−0.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,751 | $133.3 萬 | 0.3% | +1,129+8.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,378 | $132.6 萬 | 0.3% | −23−0.7% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,315 | $131.7 萬 | 0.3% | −80−0.6% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 9,293 | $130.1 萬 | 0.3% | +5,669+156.4% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 9,076 | $124.6 萬 | 0.3% | +4,753+109.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,898 | $124.4 萬 | 0.3% | +259+9.8% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 5,595 | $123.6 萬 | 0.3% | +86+1.6% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 7,511 | $123.0 萬 | 0.3% | −1,253−14.3% | 減碼 | – |
| DISWalt Disney Co | Stock | 15,145 | $122.8 萬 | 0.3% | +1,549+11.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 70,252 | $122.0 萬 | 0.3% | −9,174−11.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,895 | $120.0 萬 | 0.3% | −222−3.6% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 26,918 | $116.0 萬 | 0.3% | −5,066−15.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 16,705 | $113.9 萬 | 0.3% | +2,938+21.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 21,548 | $113.1 萬 | 0.3% | +1,299+6.4% | 加碼 | – |
2023 年第 2 季之後清倉（15 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 27,237 | $268.0 萬 | 0.6% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 10,000 | $64.7 萬 | 0.1% | – |
| VMWVmware LLC | CL A COM | 3,924 | $56.5 萬 | 0.1% | 歷史 |
| CORCencora, Inc. | Stock | 2,890 | $55.2 萬 | 0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,080 | $49.3 萬 | 0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 1,135 | $38.2 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,067 | $25.3 萬 | 0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 105 | $22.3 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 859 | $21.6 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 4,083 | $21.0 萬 | <0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,938 | $20.8 萬 | <0.1% | – |
| SLViShares Silver Trust | ETF | 9,630 | $20.2 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 3,723 | $20.0 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G730 | PRIME 2X DLY JUR | 62,127 | $11.1 萬 | <0.1% | – |
| APPHAppHarvest, Inc. | COM | 101,526 | $4.21 萬 | <0.1% | 歷史 |