180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 430
- 較 2024 年第 3 季 −15
- 總值
- $6.38 億
- 較 2024 年第 3 季 +$302.8 萬 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 109,345 | $4,609 萬 | 7.2% | −523−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,853 | $2,676 萬 | 4.2% | −94−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 197,087 | $2,647 萬 | 4.1% | +16,691+9.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 90,831 | $1,993 萬 | 3.1% | −72−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 65,256 | $1,513 萬 | 2.4% | −1,796−2.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 33,848 | $1,367 萬 | 2.1% | −998−2.9% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,105,707 | $1,354 萬 | 2.1% | +21,170+1.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 46,414 | $908.9 萬 | 1.4% | −358−0.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 14,832 | $868.4 萬 | 1.4% | −242−1.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,021 | $816.8 萬 | 1.3% | −65−0.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 8,127 | $744.7 萬 | 1.2% | −79−1.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 168,316 | $741.3 萬 | 1.2% | +14,163+9.2% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 290,464 | $727.6 萬 | 1.1% | +5,607+2.0% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 66,204 | $715.5 萬 | 1.1% | −1,610−2.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 36,718 | $699.3 萬 | 1.1% | −351−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,889 | $698.3 萬 | 1.1% | −184−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 69,564 | $628.5 萬 | 1.0% | +4,832+7.5% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 485,354 | $616.9 萬 | 1.0% | +18,493+4.0% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 483,458 | $557.9 萬 | 0.9% | +9,968+2.1% | 加碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 637,370 | $544.3 萬 | 0.9% | +57,542+9.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,455 | $542.2 萬 | 0.8% | −956−3.4% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 58,286 | $539.7 萬 | 0.8% | −949−1.6% | 減碼 | – |
| CMCSAComcast Corp | Stock | 133,939 | $502.7 萬 | 0.8% | +5,618+4.4% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 176,329 | $495.7 萬 | 0.8% | +5,413+3.2% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 45,686 | $460.4 萬 | 0.7% | −595−1.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 18,996 | $455.4 萬 | 0.7% | −336−1.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 23,414 | $451.5 萬 | 0.7% | +2,825+13.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,932 | $447.4 萬 | 0.7% | +40+0.1% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 27,690 | $427.6 萬 | 0.7% | +195+0.7% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 80,518 | $422.5 萬 | 0.7% | −1,100−1.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,074 | $411.3 萬 | 0.6% | +141+1.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 207,888 | $407.3 萬 | 0.6% | −1,615−0.8% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 147,202 | $405.8 萬 | 0.6% | +3,940+2.8% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 64,535 | $396.4 萬 | 0.6% | −1,138−1.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 43,405 | $396.1 萬 | 0.6% | −1,693−3.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 25,752 | $395.6 萬 | 0.6% | +1,589+6.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 135,335 | $395.2 萬 | 0.6% | +7,026+5.5% | 加碼 | – |
| ETNEaton Corp plc | Stock | 11,232 | $372.8 萬 | 0.6% | −39−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,587 | $366.2 萬 | 0.6% | +150+1.3% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 57,396 | $352.1 萬 | 0.6% | −4,467−7.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 16,002 | $351.8 萬 | 0.6% | −585−3.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,416 | $348.7 萬 | 0.5% | −12,168−27.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,686 | $346.8 萬 | 0.5% | +745+4.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,339 | $345.7 萬 | 0.5% | +227+2.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 98,243 | $333.1 萬 | 0.5% | +3,890+4.1% | 加碼 | – |
| EMREmerson Electric Co | Stock | 26,646 | $330.2 萬 | 0.5% | +388+1.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 81,050 | $328.2 萬 | 0.5% | +2,235+2.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 31,523 | $313.6 萬 | 0.5% | +2,177+7.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 42,090 | $311.5 萬 | 0.5% | +1,314+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,010 | $290.1 萬 | 0.5% | −133−1.3% | 減碼 | – |
| PHMPultegroup Inc | COM | 26,420 | $287.7 萬 | 0.5% | +1,554+6.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 35,826 | $286.2 萬 | 0.4% | +2,641+8.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 41,876 | $284.3 萬 | 0.4% | +1,642+4.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 18,214 | $277.0 萬 | 0.4% | +814+4.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,642 | $270.0 萬 | 0.4% | −565−2.9% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 20,168 | $269.5 萬 | 0.4% | −538−2.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 42,739 | $264.8 萬 | 0.4% | +1,129+2.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 14,685 | $259.9 萬 | 0.4% | −198−1.3% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 32,879 | $254.1 萬 | 0.4% | −2,443−6.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,597 | $247.7 萬 | 0.4% | −231−4.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 26,816 | $238.1 萬 | 0.4% | −1,385−4.9% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 22,426 | $237.0 萬 | 0.4% | +1,469+7.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,966 | $233.7 萬 | 0.4% | −88−1.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,039 | $232.2 萬 | 0.4% | −110.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,264 | $230.8 萬 | 0.4% | −34−0.2% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 59,114 | $225.1 萬 | 0.4% | +3,727+6.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,718 | $223.1 萬 | 0.3% | −2,070−13.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,548 | $221.0 萬 | 0.3% | −498−9.9% | 減碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 52,286 | $219.6 萬 | 0.3% | −1,734−3.2% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,680 | $217.2 萬 | 0.3% | +714+14.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,545 | $215.7 萬 | 0.3% | −8−0.1% | 減碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 19,894 | $215.3 萬 | 0.3% | +8,959+81.9% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 11,669 | $214.0 萬 | 0.3% | +404+3.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,712 | $209.3 萬 | 0.3% | +19+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,292 | $206.7 萬 | 0.3% | +953+7.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 22,608 | $202.0 萬 | 0.3% | +1,520+7.2% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 58,015 | $199.3 萬 | 0.3% | +1,596+2.8% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 8,920 | $196.9 萬 | 0.3% | −629−6.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,924 | $196.7 萬 | 0.3% | −36−0.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,948 | $196.6 萬 | 0.3% | +3,857+20.2% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,671 | $191.6 萬 | 0.3% | −12−0.3% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 10,212 | $191.1 萬 | 0.3% | +850+9.1% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 65,805 | $189.1 萬 | 0.3% | +437+0.7% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 34,188 | $188.5 萬 | 0.3% | +2,505+7.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 32,704 | $185.6 萬 | 0.3% | +2,102+6.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,081 | $185.5 萬 | 0.3% | −75−3.5% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 66,864 | $183.1 萬 | 0.3% | +305+0.5% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,551 | $182.7 萬 | 0.3% | −65−0.4% | 減碼 | – |
| HQLabrdn Life Sciences Investors | SH BEN INT | 134,875 | $177.0 萬 | 0.3% | +709+0.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,015 | $172.6 萬 | 0.3% | +696+30.0% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 94,178 | $168.1 萬 | 0.3% | +25,246+36.6% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 65,230 | $165.5 萬 | 0.3% | +6,594+11.2% | 加碼 | – |
| RTXRTX Corp | Stock | 14,249 | $164.9 萬 | 0.3% | −1,584−10.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 40,498 | $162.0 萬 | 0.3% | −3,503−8.0% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 24,018 | $156.3 萬 | 0.2% | +7,837+48.4% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 8,294 | $149.6 萬 | 0.2% | −219−2.6% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 20,158 | $149.2 萬 | 0.2% | −32−0.2% | 減碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 15,316 | $148.7 萬 | 0.2% | −179−1.2% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 174,524 | $148.2 萬 | 0.2% | +71,032+68.6% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 13,336 | $142.1 萬 | 0.2% | +3,150+30.9% | 加碼 | – |
2024 年第 3 季之後清倉（39 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BLKBlackRock, Inc. | COM | 3,440 | $326.6 萬 | 0.5% | 歷史 |
| LRCXLam Research Corp | COM | 2,475 | $202.0 萬 | 0.3% | 歷史 |
| ANETArista Networks, Inc. | COM | 3,015 | $115.7 萬 | 0.2% | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 13,186 | $62.9 萬 | 0.1% | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,203 | $54.1 萬 | 0.1% | – |
| NWSANews Corp | CL A | 17,938 | $47.8 萬 | 0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,125 | $44.9 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 912 | $42.4 萬 | 0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 733 | $39.5 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 2,738 | $38.2 萬 | 0.1% | 歷史 |
| CDWCDW Corp | COM | 1,623 | $36.7 萬 | 0.1% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,552 | $34.4 萬 | 0.1% | 歷史 |
| ETREntergy Corp | COM | 2,567 | $33.8 萬 | 0.1% | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 5,290 | $27.2 萬 | <0.1% | – |
| PAYXPaychex Inc | Stock | 1,988 | $26.7 萬 | <0.1% | 歷史 |
| AMEAmetek Inc | COM | 1,523 | $26.2 萬 | <0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 282 | $26.1 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 4,643 | $24.3 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 2,530 | $24.0 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,144 | $23.6 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,619 | $22.4 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 6,347 | $22.3 萬 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,444 | $22.2 萬 | <0.1% | – |
| BOILProShares Trust II | ULTRA BLOOMBERG | 18,912 | $21.9 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 906 | $21.5 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 471 | $21.2 萬 | <0.1% | 歷史 |
| ORANYOrange | SPONSORED ADR | 18,367 | $21.1 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 609 | $21.1 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,816 | $20.9 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 1,544 | $20.7 萬 | <0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 1,747 | $20.5 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,416 | $20.4 萬 | <0.1% | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 6,228 | $20.4 萬 | <0.1% | 歷史 |
| UBSUBS Group AG | Stock | 6,589 | $20.4 萬 | <0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,202 | $20.1 萬 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 14,324 | $19.2 萬 | <0.1% | – |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 11,650 | $12.0 萬 | <0.1% | 歷史 |
| MOMOHello Group Inc. | ADS | 14,495 | $11.0 萬 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 61,630 | $5.54 萬 | <0.1% | 歷史 |