180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 434
- 較 2024 年第 1 季 +30
- 總值
- $6.13 億
- 較 2024 年第 1 季 +$5,682 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 110,503 | $5,025 萬 | 8.2% | −1,539−1.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 107,737 | $2,452 萬 | 4.0% | +452+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 184,562 | $2,351 萬 | 3.8% | −12,548−6.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 93,574 | $1,825 萬 | 3.0% | +563+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,874 | $1,173 萬 | 1.9% | −479−6.5% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,034,134 | $1,141 萬 | 1.9% | +91,924+4.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 46,963 | $872.4 萬 | 1.4% | −664−1.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 35,288 | $850.6 萬 | 1.4% | +1,011+2.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,423 | $790.7 萬 | 1.3% | +276+1.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,241 | $764.8 萬 | 1.2% | −82−0.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 8,416 | $712.5 萬 | 1.2% | −409−4.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 36,902 | $691.2 萬 | 1.1% | −1,223−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,120 | $688.8 萬 | 1.1% | +672+1.8% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 273,792 | $631.4 萬 | 1.0% | −2,315−0.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 138,891 | $630.3 萬 | 1.0% | +12,725+10.1% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 454,006 | $609.7 萬 | 1.0% | +28,354+6.7% | 加碼 | – |
| PATHUiPath, Inc. | Stock | 440,872 | $544.5 萬 | 0.9% | +238,235+117.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 47,756 | $540.8 萬 | 0.9% | −1,462−3.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 29,058 | $536.1 萬 | 0.9% | −613−2.1% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 59,667 | $534.1 萬 | 0.9% | −1,254−2.1% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 170,141 | $524.4 萬 | 0.9% | −1,150−0.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 23,780 | $475.2 萬 | 0.8% | +8,412+54.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 125,396 | $473.4 萬 | 0.8% | +22,151+21.5% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 47,449 | $471.4 萬 | 0.8% | −1,370−2.8% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,884 | $467.8 萬 | 0.8% | −324−0.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 64,270 | $448.6 萬 | 0.7% | +679+1.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 80,972 | $443.8 萬 | 0.7% | −1,696−2.1% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 464,646 | $434.9 萬 | 0.7% | +53,881+13.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 15,762 | $432.8 萬 | 0.7% | −547−3.4% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 66,244 | $432.6 萬 | 0.7% | −4,684−6.6% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 136,180 | $409.1 萬 | 0.7% | +1,756+1.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,773 | $407.1 萬 | 0.7% | −683−12.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,593 | $406.5 萬 | 0.7% | +167+0.9% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 68,907 | $404.2 萬 | 0.7% | −4,767−6.5% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 15,832 | $382.0 萬 | 0.6% | −1,691−9.7% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 66,334 | $378.2 萬 | 0.6% | +12,701+23.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,560 | $368.3 萬 | 0.6% | +87+0.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,197 | $368.2 萬 | 0.6% | −513−4.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,715 | $364.9 萬 | 0.6% | +1,301+17.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 115,442 | $353.3 萬 | 0.6% | +10,036+9.5% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 211,512 | $345.0 萬 | 0.6% | −9,016−4.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 46,196 | $338.6 萬 | 0.6% | +1,390+3.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 19,848 | $334.0 萬 | 0.5% | +494+2.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 85,857 | $327.0 萬 | 0.5% | +15,596+22.2% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 62,386 | $321.3 萬 | 0.5% | +10,170+19.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,025 | $303.6 萬 | 0.5% | −133−0.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 39,145 | $297.8 萬 | 0.5% | +3,452+9.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,175 | $297.7 萬 | 0.5% | +182+1.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,254 | $295.5 萬 | 0.5% | +346+3.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,990 | $292.3 萬 | 0.5% | +7,013+354.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 25,582 | $292.0 萬 | 0.5% | +22,210+658.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,496 | $287.4 萬 | 0.5% | −115−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 74,554 | $286.0 萬 | 0.5% | +4,706+6.7% | 加碼 | – |
| BABoeing Co | Stock | 15,457 | $284.3 萬 | 0.5% | −442−2.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,440 | $283.7 萬 | 0.5% | +498+16.9% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,650 | $282.4 萬 | 0.5% | −620−1.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 16,976 | $278.3 萬 | 0.5% | +285+1.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 38,658 | $272.7 萬 | 0.4% | +679+1.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,829 | $264.3 萬 | 0.4% | −2,098−42.6% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 23,182 | $263.9 萬 | 0.4% | +19,677+561.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,472 | $262.0 萬 | 0.4% | +34+1.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,976 | $254.5 萬 | 0.4% | +1,239+33.2% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 10,117 | $254.1 萬 | 0.4% | −1,411−12.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 18,298 | $252.8 萬 | 0.4% | +4,987+37.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 32,049 | $250.2 萬 | 0.4% | +2,187+7.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,084 | $247.8 萬 | 0.4% | −214−0.6% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 20,496 | $246.8 萬 | 0.4% | −17,793−46.5% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 20,786 | $245.3 萬 | 0.4% | +5,312+34.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,564 | $242.9 萬 | 0.4% | −708−2.4% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 5,225 | $240.6 萬 | 0.4% | −159−3.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 11,226 | $232.6 萬 | 0.4% | +11,226 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,356 | $220.3 萬 | 0.4% | −124−0.9% | 減碼 | – |
| EBAYeBay Inc | COM | 40,509 | $218.8 萬 | 0.4% | +40,509 | 新進 | 歷史 |
| GNTXGentex Corp | COM | 63,826 | $217.9 萬 | 0.4% | +63,826 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,774 | $204.3 萬 | 0.3% | −31−0.5% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 136,231 | $201.3 萬 | 0.3% | +3,682+2.8% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 9,114 | $198.5 萬 | 0.3% | +547+6.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,258 | $198.5 萬 | 0.3% | +150+1.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,792 | $195.2 萬 | 0.3% | +155+1.3% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 54,421 | $193.9 萬 | 0.3% | +74+0.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 67,277 | $193.2 萬 | 0.3% | +258+0.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 45,697 | $188.7 萬 | 0.3% | −1,662−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,962 | $186.7 萬 | 0.3% | −12−0.1% | 減碼 | – |
| BALLBALL Corp | COM | 30,812 | $186.4 萬 | 0.3% | +6,420+26.3% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 14,868 | $182.6 萬 | 0.3% | +160+1.1% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 15,562 | $180.0 萬 | 0.3% | +85+0.5% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 28,382 | $178.6 萬 | 0.3% | +2,766+10.8% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 55,562 | $178.1 萬 | 0.3% | +32+0.1% | 加碼 | – |
| RTXRTX Corp | Stock | 17,076 | $173.7 萬 | 0.3% | −688−3.9% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 8,648 | $169.4 萬 | 0.3% | +23+0.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 49,088 | $164.4 萬 | 0.3% | +9,475+23.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,678 | $163.1 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,537 | $158.3 萬 | 0.3% | +644+3.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18,384 | $156.6 萬 | 0.3% | +3,350+22.3% | 加碼 | – |
| GMGeneral Motors Co | COM | 30,996 | $148.6 萬 | 0.2% | −514−1.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,208 | $144.1 萬 | 0.2% | +139+6.7% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 53,227 | $142.8 萬 | 0.2% | +6,084+12.9% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,843 | $142.4 萬 | 0.2% | −6−0.2% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 30,222 | $139.6 萬 | 0.2% | +395+1.3% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,708 | $137.8 萬 | 0.2% | +763+11.0% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（16 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSCOTractor Supply Co | COM | 9,197 | $240.7 萬 | 0.4% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 21,689 | $186.5 萬 | 0.3% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,165 | $30.6 萬 | 0.1% | 歷史 |
| AONAon plc | CL A | 910 | $30.4 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 1,322 | $26.2 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 3,248 | $25.9 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 227 | $21.8 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 5,362 | $21.1 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 2,223 | $20.9 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,111 | $20.8 萬 | <0.1% | – |
| MSMorgan Stanley | Stock | 2,191 | $20.6 萬 | <0.1% | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 998 | $20.5 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,112 | $20.5 萬 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 2,575 | $20.2 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 1,319 | $20.1 萬 | <0.1% | 歷史 |
| UVIXVS Trust | ETF | 10,000 | $8.74 萬 | <0.1% | 歷史 |