180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/1 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 445
- 較 2024 年第 2 季 +11
- 總值
- $6.35 億
- 較 2024 年第 2 季 +$2,215 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 109,868 | $4,728 萬 | 7.4% | −635−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,947 | $2,492 萬 | 3.9% | −790−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 180,396 | $2,191 萬 | 3.4% | −4,166−2.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 90,903 | $1,694 萬 | 2.7% | −2,671−2.9% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,084,537 | $1,311 萬 | 2.1% | +50,403+2.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 67,052 | $1,157 萬 | 1.8% | −1,688−2.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 46,772 | $926.4 萬 | 1.5% | −191−0.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 34,846 | $911.7 萬 | 1.4% | −442−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,074 | $862.9 萬 | 1.4% | −349−2.3% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,086 | $821.6 萬 | 1.3% | +845+1.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 154,153 | $737.6 萬 | 1.2% | +15,262+11.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 8,206 | $727.5 萬 | 1.1% | −210−2.5% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 284,857 | $715.8 萬 | 1.1% | +11,065+4.0% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 473,490 | $627.8 萬 | 1.0% | +19,484+4.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 37,069 | $619.8 萬 | 1.0% | +167+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,073 | $614.8 萬 | 1.0% | −47−0.1% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 466,861 | $597.6 萬 | 0.9% | +25,989+5.9% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 59,235 | $565.6 萬 | 0.9% | −432−0.7% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 170,916 | $564.2 萬 | 0.9% | +775+0.5% | 加碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 579,828 | $556.6 萬 | 0.9% | +115,182+24.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 128,321 | $536.0 萬 | 0.8% | +2,925+2.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 64,732 | $522.7 萬 | 0.8% | +462+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,584 | $522.6 萬 | 0.8% | −3,172−6.6% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,892 | $493.4 萬 | 0.8% | +80.0% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 28,411 | $493.4 萬 | 0.8% | −647−2.2% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 81,618 | $469.6 萬 | 0.7% | +646+0.8% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 46,281 | $458.9 萬 | 0.7% | −1,168−2.5% | 減碼 | – |
| TWLOTwilio Inc | CL A | 67,814 | $442.3 萬 | 0.7% | +1,480+2.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,098 | $439.7 萬 | 0.7% | −1,098−2.4% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 143,262 | $426.2 萬 | 0.7% | +7,082+5.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,933 | $411.1 萬 | 0.6% | +218+2.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 24,163 | $410.9 萬 | 0.6% | +383+1.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 128,309 | $407.8 萬 | 0.6% | +12,867+11.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,332 | $407.6 萬 | 0.6% | −261−1.3% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 61,863 | $387.8 萬 | 0.6% | −7,044−10.2% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 15,941 | $382.6 萬 | 0.6% | +179+1.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 20,589 | $380.6 萬 | 0.6% | +741+3.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 94,353 | $375.7 萬 | 0.6% | +8,496+9.9% | 加碼 | – |
| ETNEaton Corp plc | Stock | 11,271 | $373.6 萬 | 0.6% | +74+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,587 | $366.7 萬 | 0.6% | −438−2.6% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 24,866 | $356.9 萬 | 0.6% | +1,684+7.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,488 | $347.5 萬 | 0.5% | −285−6.0% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 209,503 | $336.3 萬 | 0.5% | −2,009−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,346 | $333.3 萬 | 0.5% | +786+2.8% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 65,673 | $329.9 萬 | 0.5% | −571−0.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,440 | $326.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,788 | $319.0 萬 | 0.5% | −44−0.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 27,495 | $315.8 萬 | 0.5% | +9,197+50.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,437 | $314.5 萬 | 0.5% | +183+1.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 78,815 | $312.8 萬 | 0.5% | +4,261+5.7% | 加碼 | – |
| MDTMedtronic plc | Stock | 33,185 | $298.8 萬 | 0.5% | +1,136+3.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,400 | $295.9 萬 | 0.5% | +424+2.5% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 40,234 | $295.4 萬 | 0.5% | +1,576+4.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,046 | $295.0 萬 | 0.5% | −179−3.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,054 | $291.7 萬 | 0.5% | +64+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,143 | $287.2 萬 | 0.5% | −353−3.4% | 減碼 | – |
| EMREmerson Electric Co | Stock | 26,258 | $287.2 萬 | 0.5% | +676+2.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,207 | $282.9 萬 | 0.4% | +32+0.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 35,322 | $277.9 萬 | 0.4% | −1,328−3.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 10,112 | $276.8 萬 | 0.4% | −50.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 55,387 | $276.5 萬 | 0.4% | −6,999−11.2% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 41,610 | $270.9 萬 | 0.4% | +1,101+2.7% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 20,706 | $270.0 萬 | 0.4% | −80−0.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 20,957 | $264.6 萬 | 0.4% | +461+2.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 40,776 | $264.3 萬 | 0.4% | +1,631+4.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 11,265 | $262.0 萬 | 0.4% | +39+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,050 | $258.0 萬 | 0.4% | −34−0.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,201 | $257.5 萬 | 0.4% | −363−1.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,828 | $254.7 萬 | 0.4% | −148−3.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,298 | $239.7 萬 | 0.4% | −58−0.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,693 | $238.6 萬 | 0.4% | −136−4.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 14,883 | $226.3 萬 | 0.4% | −574−3.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,553 | $225.0 萬 | 0.4% | −221−3.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,339 | $216.2 萬 | 0.3% | +81+0.6% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 31,683 | $215.2 萬 | 0.3% | +871+2.8% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 54,020 | $212.0 萬 | 0.3% | −401−0.7% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 9,362 | $206.7 萬 | 0.3% | +248+2.7% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 134,166 | $202.3 萬 | 0.3% | −2,065−1.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,475 | $202.0 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 66,559 | $201.2 萬 | 0.3% | −718−1.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,960 | $200.0 萬 | 0.3% | −20.0% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 44,001 | $197.6 萬 | 0.3% | −1,696−3.7% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 9,549 | $197.1 萬 | 0.3% | +1,841+23.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 30,602 | $195.0 萬 | 0.3% | +2,220+7.8% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 56,419 | $194.6 萬 | 0.3% | +857+1.5% | 加碼 | – |
| GNTXGentex Corp | COM | 65,368 | $194.1 萬 | 0.3% | +1,542+2.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,833 | $191.8 萬 | 0.3% | −1,243−7.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,041 | $191.2 萬 | 0.3% | −751−6.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 21,088 | $188.4 萬 | 0.3% | +2,704+14.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,616 | $186.9 萬 | 0.3% | +54+0.3% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,683 | $180.9 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 19,091 | $167.6 萬 | 0.3% | +1,554+8.9% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 58,636 | $160.7 萬 | 0.3% | +5,409+10.2% | 加碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 14,074 | $157.5 萬 | 0.2% | +5,517+64.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,156 | $152.9 萬 | 0.2% | −52−2.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,773 | $147.6 萬 | 0.2% | −94−2.4% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 8,513 | $145.5 萬 | 0.2% | −135−1.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 12,358 | $145.4 萬 | 0.2% | −135−1.1% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 5,791 | $142.7 萬 | 0.2% | +47+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,351 | $142.3 萬 | 0.2% | +50+0.6% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（16 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANAutonation, Inc. | COM | 5,295 | $90.2 萬 | 0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 2,949 | $64.0 萬 | 0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 3,646 | $53.5 萬 | 0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 3,152 | $46.8 萬 | 0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 6,643 | $46.3 萬 | 0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,688 | $41.6 萬 | 0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,736 | $29.8 萬 | <0.1% | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 2,833 | $23.8 萬 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 1,271 | $23.4 萬 | <0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 788 | $21.7 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,577 | $21.6 萬 | <0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 678 | $21.3 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,835 | $20.6 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,619 | $20.3 萬 | <0.1% | – |
| APHAmphenol Corp | CL A | 2,898 | $20.1 萬 | <0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 21,810 | $6,984 | <0.1% | 歷史 |