180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/25 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 385
- 較 2023 年第 3 季 +12
- 總值
- $5.00 億
- 較 2023 年第 3 季 +$5,537 萬 (+12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 112,065 | $4,156 萬 | 8.3% | −1,862−1.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 105,482 | $1,958 萬 | 3.9% | −608−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 94,236 | $1,413 萬 | 2.8% | −2,258−2.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,811 | $1,147 萬 | 2.3% | +606+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,485 | $812.4 萬 | 1.6% | +88+1.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,307 | $804.6 萬 | 1.6% | −430−0.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 32,238 | $800.8 萬 | 1.6% | +1,990+6.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,752 | $716.4 萬 | 1.4% | +117+0.2% | 加碼 | – |
| MNKDMannkind Corp | COM NEW | 1,725,330 | $676.3 萬 | 1.4% | +143,860+9.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,723 | $567.5 萬 | 1.1% | −477−5.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39,154 | $546.4 萬 | 1.1% | −498−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,762 | $545.8 萬 | 1.1% | −651−4.0% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 275,534 | $542.3 萬 | 1.1% | −852−0.3% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 62,145 | $527.3 萬 | 1.1% | −1,781−2.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 51,154 | $523.6 萬 | 1.0% | +249+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,276 | $515.0 萬 | 1.0% | −945−2.5% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 37,646 | $506.8 萬 | 1.0% | +19,235+104.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 106,616 | $465.6 萬 | 0.9% | +4,302+4.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 113,635 | $461.6 萬 | 0.9% | +8,260+7.8% | 加碼 | – |
| PATHUiPath, Inc. | Stock | 188,950 | $449.7 萬 | 0.9% | +492+0.3% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,904 | $437.9 萬 | 0.9% | +148+0.3% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,212 | $435.9 萬 | 0.9% | −1,407−1.6% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 79,136 | $427.2 萬 | 0.9% | −4,514−5.4% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 44,713 | $418.8 萬 | 0.8% | −714−1.6% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 50,120 | $400.0 萬 | 0.8% | −1,970−3.8% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 160,094 | $386.3 萬 | 0.8% | +7,070+4.6% | 加碼 | – |
| BABoeing Co | Stock | 14,936 | $376.0 萬 | 0.8% | +138+0.9% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 79,016 | $371.8 萬 | 0.7% | −1,033−1.3% | 減碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 351,108 | $351.8 萬 | 0.7% | +55,635+18.8% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 15,767 | $348.7 萬 | 0.7% | +11,174+243.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,297 | $332.1 萬 | 0.7% | −387−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,481 | $326.2 萬 | 0.7% | +154+0.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 227,004 | $315.1 萬 | 0.6% | −288−0.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 33,689 | $314.3 萬 | 0.6% | −703−2.0% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 5,577 | $312.6 萬 | 0.6% | +3,506+169.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,501 | $311.4 萬 | 0.6% | −650−2.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 29,826 | $302.8 萬 | 0.6% | −840−2.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,794 | $295.9 萬 | 0.6% | +119+0.6% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 41,432 | $294.7 萬 | 0.6% | +5,225+14.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,458 | $293.5 萬 | 0.6% | +586+5.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 18,737 | $293.2 萬 | 0.6% | +13,922+289.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,674 | $289.5 萬 | 0.6% | −1,623−4.1% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 127,025 | $287.6 萬 | 0.6% | +3,770+3.1% | 加碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 315,313 | $282.8 萬 | 0.6% | +56,160+21.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,128 | $278.9 萬 | 0.6% | +11,959+286.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,071 | $275.7 萬 | 0.6% | −492−2.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,368 | $271.6 萬 | 0.5% | +7,061+163.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,485 | $271.4 萬 | 0.5% | −733−6.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,202 | $261.0 萬 | 0.5% | −23−0.3% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 74,534 | $259.5 萬 | 0.5% | +59+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,383 | $257.8 萬 | 0.5% | −1,600−8.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,288 | $241.2 萬 | 0.5% | −23−0.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,632 | $239.9 萬 | 0.5% | −1,755−5.4% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 36,141 | $238.8 萬 | 0.5% | +6,164+20.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,805 | $235.2 萬 | 0.5% | −528−1.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,952 | $234.5 萬 | 0.5% | +9+0.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 14,875 | $229.6 萬 | 0.5% | −892−5.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 27,646 | $229.0 萬 | 0.5% | +1,281+4.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 44,525 | $224.9 萬 | 0.5% | +553+1.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,240 | $222.8 萬 | 0.4% | +26+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 78,567 | $222.7 萬 | 0.4% | +3,952+5.3% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 65,177 | $215.3 萬 | 0.4% | +3,699+6.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,655 | $213.0 萬 | 0.4% | −185−1.2% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 50,088 | $210.8 萬 | 0.4% | −8,676−14.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,171 | $210.7 萬 | 0.4% | −488−3.6% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 11,119 | $210.3 萬 | 0.4% | −68−0.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,625 | $210.1 萬 | 0.4% | +25+1.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 30,789 | $207.4 萬 | 0.4% | +64+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,879 | $202.9 萬 | 0.4% | −9−0.2% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 9,456 | $200.8 萬 | 0.4% | −3,626−27.7% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 9,144 | $198.0 萬 | 0.4% | +9,144 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 14,243 | $196.0 萬 | 0.4% | +5,167+56.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 49,707 | $193.3 萬 | 0.4% | −2,050−4.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,215 | $187.7 萬 | 0.4% | +41+0.2% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 66,888 | $186.6 萬 | 0.4% | −16,798−20.1% | 減碼 | – |
| LRCXLam Research Corp | COM | 2,463 | $184.5 萬 | 0.4% | −24−1.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 38,270 | $182.9 萬 | 0.4% | −891−2.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,052 | $180.6 萬 | 0.4% | −11−0.1% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 55,804 | $179.9 萬 | 0.4% | −726−1.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 11,697 | $174.0 萬 | 0.3% | −4,035−25.6% | 減碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 23,365 | $171.6 萬 | 0.3% | +23,365 | 新進 | – |
| HQLabrdn Life Sciences Investors | SH BEN INT | 122,995 | $168.9 萬 | 0.3% | +8,271+7.2% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 32,133 | $167.0 萬 | 0.3% | +46+0.1% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 8,136 | $162.4 萬 | 0.3% | +8,136 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,741 | $162.3 萬 | 0.3% | −27−1.0% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 14,033 | $157.9 萬 | 0.3% | +266+1.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 18,484 | $157.5 萬 | 0.3% | +18,484 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 51,354 | $156.9 萬 | 0.3% | +9,409+22.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,384 | $156.9 萬 | 0.3% | +798+5.5% | 加碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 53,999 | $156.6 萬 | 0.3% | −1,803−3.2% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 19,033 | $155.0 萬 | 0.3% | +2,328+13.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,548 | $154.0 萬 | 0.3% | +170+5.0% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,069 | $147.7 萬 | 0.3% | +174+3.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 15,808 | $143.4 萬 | 0.3% | +663+4.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,829 | $142.6 萬 | 0.3% | +2,078+14.1% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 8,768 | $142.0 萬 | 0.3% | −525−5.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,175 | $133.8 萬 | 0.3% | −420−7.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 22,116 | $131.2 萬 | 0.3% | +568+2.6% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 12,370 | $128.1 萬 | 0.3% | −945−7.1% | 減碼 | – |
| BALLBALL Corp | COM | 22,192 | $126.5 萬 | 0.3% | +2,006+9.9% | 加碼 | 歷史 |
2023 年第 3 季之後清倉（16 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RHIRobert Half Inc. | COM | 25,369 | $185.9 萬 | 0.4% | 歷史 |
| TELTE Connectivity plc | REG SHS | 14,399 | $177.9 萬 | 0.4% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,942 | $38.2 萬 | 0.1% | – |
| ALGNAlign Technology Inc | COM | 1,008 | $30.8 萬 | 0.1% | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 5,000 | $29.8 萬 | 0.1% | 歷史 |
| NEWRNew Relic, Inc. | COM | 2,578 | $22.1 萬 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 8,173 | $21.7 萬 | <0.1% | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,738 | $21.2 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 4,745 | $20.4 萬 | <0.1% | 歷史 |
| LENLennar Corp | CL A | 1,820 | $20.4 萬 | <0.1% | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 16,232 | $20.2 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,145 | $20.0 萬 | <0.1% | 歷史 |
| TUTelus Corp | COM | 12,197 | $19.9 萬 | <0.1% | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 12,829 | $10.8 萬 | <0.1% | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 15,021 | $9.27 萬 | <0.1% | – |
| UVIXVS Trust | 2X LONG VIX FUT | 10,000 | $3.49 萬 | <0.1% | 歷史 |