180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/16 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 404
- 較 2023 年第 4 季 +19
- 總值
- $5.56 億
- 較 2023 年第 4 季 +$5,664 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 112,042 | $4,714 萬 | 8.5% | −230.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 107,285 | $1,840 萬 | 3.3% | +1,803+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,711 | $1,781 萬 | 3.2% | −4,100−17.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 93,011 | $1,678 萬 | 3.0% | −1,225−1.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,353 | $974.6 萬 | 1.8% | −132−1.8% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,942,210 | $879.8 萬 | 1.6% | +216,880+12.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,627 | $869.7 萬 | 1.6% | +320+0.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,323 | $766.1 萬 | 1.4% | −429−0.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 15,147 | $735.5 萬 | 1.3% | −615−3.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,825 | $646.5 萬 | 1.2% | +102+1.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 34,277 | $602.5 萬 | 1.1% | +2,039+6.3% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 276,107 | $586.5 萬 | 1.1% | +573+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 38,125 | $580.5 萬 | 1.0% | −1,029−2.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 49,218 | $572.1 萬 | 1.0% | −1,936−3.8% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 60,921 | $551.0 萬 | 1.0% | −1,224−2.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 36,448 | $550.1 萬 | 1.0% | −828−2.2% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 126,166 | $527.0 萬 | 0.9% | +12,531+11.0% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 38,289 | $498.6 萬 | 0.9% | +643+1.7% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 202,637 | $459.4 萬 | 0.8% | +13,687+7.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 56,208 | $458.3 萬 | 0.8% | +304+0.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 82,668 | $449.7 萬 | 0.8% | −1,544−1.8% | 減碼 | – |
| CMCSAComcast Corp | Stock | 103,245 | $447.6 萬 | 0.8% | −3,371−3.2% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 48,819 | $436.5 萬 | 0.8% | −1,301−2.6% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 171,291 | $433.2 萬 | 0.8% | +11,197+7.0% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 425,652 | $432.5 萬 | 0.8% | +74,544+21.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 73,674 | $427.7 萬 | 0.8% | −5,462−6.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 44,806 | $409.5 萬 | 0.7% | +93+0.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,309 | $404.1 萬 | 0.7% | +542+3.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 29,671 | $403.7 萬 | 0.7% | −155−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,426 | $389.1 萬 | 0.7% | +129+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,927 | $383.3 萬 | 0.7% | +2,186+79.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 63,591 | $382.6 萬 | 0.7% | +2,148+3.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| KLACKLA Corp | COM NEW | 5,456 | $381.2 萬 | 0.7% | −121−2.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,473 | $375.7 萬 | 0.7% | +972+3.5% | 加碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 410,765 | $373.0 萬 | 0.7% | +95,452+30.3% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 70,928 | $368.8 萬 | 0.7% | −3,606−4.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,710 | $366.1 萬 | 0.7% | +342+3.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,523 | $361.4 萬 | 0.6% | +2,648+17.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,528 | $347.2 萬 | 0.6% | +70+0.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 220,528 | $346.9 萬 | 0.6% | −6,476−2.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 53,633 | $328.0 萬 | 0.6% | +12,201+29.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,158 | $327.7 萬 | 0.6% | +87+0.5% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 134,424 | $320.1 萬 | 0.6% | +7,399+5.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 105,406 | $318.5 萬 | 0.6% | +26,839+34.2% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 19,354 | $312.8 萬 | 0.6% | +617+3.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,414 | $311.8 萬 | 0.6% | +212+2.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,899 | $306.8 萬 | 0.6% | +963+6.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,908 | $304.4 萬 | 0.5% | +423+4.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 29,987 | $304.1 萬 | 0.5% | −3,702−11.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,993 | $299.6 萬 | 0.5% | −801−4.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,691 | $292.1 萬 | 0.5% | +563+3.5% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,270 | $285.7 萬 | 0.5% | −404−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,611 | $275.8 萬 | 0.5% | +659+6.6% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 37,979 | $261.3 萬 | 0.5% | +1,838+5.1% | 加碼 | – |
| MDTMedtronic plc | Stock | 29,862 | $260.2 萬 | 0.5% | +2,216+8.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,368 | $260.2 萬 | 0.5% | −3,015−16.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 35,693 | $258.2 萬 | 0.5% | +3,453+10.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 69,848 | $255.2 萬 | 0.5% | +4,671+7.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,298 | $247.1 萬 | 0.4% | −507−1.5% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 52,216 | $245.5 萬 | 0.4% | +2,128+4.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,942 | $245.3 萬 | 0.4% | +317+12.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,384 | $244.9 萬 | 0.4% | +96+1.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 29,272 | $244.7 萬 | 0.4% | −1,360−4.4% | 減碼 | – |
| METMetlife Inc | Stock | 32,599 | $241.6 萬 | 0.4% | +1,810+5.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 9,197 | $240.7 萬 | 0.4% | +53+0.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 47,608 | $237.6 萬 | 0.4% | +3,083+6.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,438 | $236.9 萬 | 0.4% | −25−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,480 | $225.8 萬 | 0.4% | −175−1.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,805 | $222.7 萬 | 0.4% | −74−1.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 70,261 | $222.2 萬 | 0.4% | +18,907+36.8% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 13,311 | $215.1 萬 | 0.4% | +2,192+19.7% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 15,474 | $212.5 萬 | 0.4% | +1,231+8.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 17,049 | $208.6 萬 | 0.4% | +1,241+7.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,108 | $207.4 萬 | 0.4% | −63−0.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 47,359 | $198.7 萬 | 0.4% | −2,348−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,974 | $191.4 萬 | 0.3% | −78−0.8% | 減碼 | – |
| AVYAvery Dennison Corp | COM | 8,567 | $191.2 萬 | 0.3% | +431+5.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,637 | $188.8 萬 | 0.3% | −60−0.5% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 67,019 | $187.9 萬 | 0.3% | +131+0.2% | 加碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 21,689 | $186.5 萬 | 0.3% | +2,656+14.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 55,530 | $181.5 萬 | 0.3% | −274−0.5% | 減碼 | – |
| HQLabrdn Life Sciences Investors | SH BEN INT | 132,549 | $180.7 萬 | 0.3% | +9,554+7.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,737 | $179.6 萬 | 0.3% | +189+5.3% | 加碼 | – |
| INTCIntel Corp | Stock | 39,613 | $175.0 萬 | 0.3% | +1,343+3.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,764 | $173.2 萬 | 0.3% | −720−3.9% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 15,477 | $171.0 萬 | 0.3% | +93+0.6% | 加碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 54,347 | $168.0 萬 | 0.3% | +348+0.6% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 8,625 | $166.1 萬 | 0.3% | −831−8.8% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 24,392 | $164.3 萬 | 0.3% | +2,200+9.9% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 29,827 | $163.5 萬 | 0.3% | −2,306−7.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,893 | $159.5 萬 | 0.3% | +64+0.4% | 加碼 | – |
| MRNAModerna, Inc. | Stock | 14,708 | $156.7 萬 | 0.3% | +675+4.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 25,616 | $154.4 萬 | 0.3% | +3,500+15.8% | 加碼 | – |
| CPRTCopart Inc | COM | 25,884 | $149.9 萬 | 0.3% | +823+3.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,681 | $146.9 萬 | 0.3% | +8+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,859 | $144.1 萬 | 0.3% | −210−3.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 31,510 | $142.9 萬 | 0.3% | +3,203+11.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,002 | $141.3 萬 | 0.3% | −173−3.3% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 38,436 | $139.4 萬 | 0.3% | +5,920+18.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,636 | $138.6 萬 | 0.2% | +160+6.5% | 加碼 | – |
2023 年第 4 季之後清倉（21 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AYXAlteryx, Inc. | COM CL A | 79,016 | $371.8 萬 | 0.7% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 23,365 | $171.6 萬 | 0.3% | – |
| SPLKSplunk Inc | COM | 4,550 | $69.3 萬 | 0.1% | 歷史 |
| LTHMLivent Corp. | COM | 31,765 | $57.3 萬 | 0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 11,731 | $53.4 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,560 | $42.7 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 1,741 | $42.0 萬 | 0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 1,033 | $37.4 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,251 | $26.2 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 4,182 | $25.8 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,225 | $24.4 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,683 | $22.1 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 4,111 | $21.7 萬 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,181 | $21.2 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,672 | $20.7 萬 | <0.1% | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 6,573 | $20.7 萬 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 6,575 | $20.5 萬 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,014 | $20.0 萬 | <0.1% | – |
| VKTXViking Therapeutics, Inc. | COM | 10,000 | $18.3 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 12,595 | $12.4 萬 | <0.1% | – |
| Western Digital Corp958102AP0 | NOTE 1.500% 2/0 | – | $1.49 萬 | <0.1% | – |