180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 413
- 較 2024 年第 4 季 −17
- 總值
- $6.28 億
- 較 2024 年第 4 季 −$1,046 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 111,730 | $4,194 萬 | 6.7% | +2,385+2.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 103,907 | $2,308 萬 | 3.7% | −2,946−2.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 197,822 | $2,144 萬 | 3.4% | +735+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 93,512 | $1,779 萬 | 2.8% | +2,681+3.0% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,194,704 | $1,104 萬 | 1.8% | +88,997+4.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 64,247 | $1,076 萬 | 1.7% | −1,009−1.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 45,737 | $885.7 萬 | 1.4% | −677−1.5% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 292,859 | $873.3 萬 | 1.4% | +2,395+0.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 33,587 | $870.5 萬 | 1.4% | −261−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,783 | $852.0 萬 | 1.4% | −49−0.3% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,774 | $822.4 萬 | 1.3% | −247−0.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 179,975 | $814.6 萬 | 1.3% | +11,659+6.9% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 496,831 | $744.7 萬 | 1.2% | +13,373+2.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,778 | $735.6 萬 | 1.2% | −349−4.3% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 175,646 | $673.8 萬 | 1.1% | −683−0.4% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 714,381 | $666.5 萬 | 1.1% | +77,011+12.1% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 63,793 | $624.6 萬 | 1.0% | −2,411−3.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 68,661 | $602.8 萬 | 1.0% | −903−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,466 | $585.3 萬 | 0.9% | +748+2.0% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 550,196 | $566.7 萬 | 0.9% | +64,842+13.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,627 | $565.9 萬 | 0.9% | +1,553+17.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,292 | $561.2 萬 | 0.9% | −597−1.6% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 57,445 | $530.2 萬 | 0.8% | −841−1.4% | 減碼 | – |
| CMCSAComcast Corp | Stock | 142,194 | $524.7 萬 | 0.8% | +8,255+6.2% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 151,563 | $492.7 萬 | 0.8% | +4,361+3.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 104,994 | $480.9 萬 | 0.8% | +6,751+6.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,019 | $466.5 萬 | 0.7% | +23+0.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 78,321 | $461.6 萬 | 0.7% | −2,197−2.7% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,564 | $460.8 萬 | 0.7% | −368−0.7% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 26,166 | $459.9 萬 | 0.7% | +2,752+11.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,029 | $448.7 萬 | 0.7% | −426−1.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 141,672 | $442.4 萬 | 0.7% | +6,337+4.7% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 44,073 | $424.4 萬 | 0.7% | −1,613−3.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 42,887 | $420.7 萬 | 0.7% | −518−1.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 26,998 | $414.7 萬 | 0.7% | +1,246+4.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,581 | $405.9 萬 | 0.6% | −6−0.1% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 27,156 | $396.9 萬 | 0.6% | −534−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,766 | $389.7 萬 | 0.6% | +350+1.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,579 | $387.4 萬 | 0.6% | −423−2.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 207,285 | $385.3 萬 | 0.6% | −603−0.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,596 | $340.4 萬 | 0.5% | +3,596 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 42,870 | $335.6 萬 | 0.5% | +780+1.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 37,034 | $332.8 萬 | 0.5% | +1,208+3.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 52,881 | $325.8 萬 | 0.5% | −4,515−7.9% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 43,269 | $318.8 萬 | 0.5% | +1,393+3.3% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 81,585 | $313.6 萬 | 0.5% | +535+0.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 34,629 | $310.8 萬 | 0.5% | +3,106+9.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,512 | $308.9 萬 | 0.5% | +1,173+11.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,288 | $306.8 萬 | 0.5% | +56+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,310 | $306.3 萬 | 0.5% | −332−1.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 27,667 | $303.3 萬 | 0.5% | +1,021+3.8% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 44,459 | $301.1 萬 | 0.5% | +1,720+4.0% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 15,376 | $292.2 萬 | 0.5% | −1,310−7.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,483 | $292.1 萬 | 0.5% | +1,269+7.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 127,916 | $290.5 萬 | 0.5% | +71,049+124.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,304 | $289.9 萬 | 0.5% | +338+3.8% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,760 | $287.0 萬 | 0.5% | +1,840+20.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 75,384 | $285.4 萬 | 0.5% | +16,270+27.5% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 63,352 | $280.5 萬 | 0.4% | −1,183−1.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,129 | $280.2 萬 | 0.4% | +2,114+70.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,724 | $268.2 萬 | 0.4% | +1,039+7.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,756 | $268.1 萬 | 0.4% | −254−2.5% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 12,138 | $264.1 萬 | 0.4% | +469+4.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 23,600 | $263.8 萬 | 0.4% | +1,174+5.2% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 101,883 | $260.2 萬 | 0.4% | +7,705+8.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 32,447 | $257.4 萬 | 0.4% | +12,279+60.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,758 | $247.8 萬 | 0.4% | −281−0.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,615 | $243.9 萬 | 0.4% | +534+25.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 25,665 | $240.2 萬 | 0.4% | −1,151−4.3% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,365 | $237.0 萬 | 0.4% | +2,417+10.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 14,274 | $236.7 萬 | 0.4% | −18−0.1% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30,235 | $236.7 萬 | 0.4% | −2,644−8.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,580 | $236.2 萬 | 0.4% | −17−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,101 | $226.4 萬 | 0.4% | −163−1.1% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 7,580 | $223.6 萬 | 0.4% | +7,580 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,634 | $217.5 萬 | 0.3% | −78−2.9% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 221,033 | $214.4 萬 | 0.3% | +46,509+26.6% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 48,732 | $209.8 萬 | 0.3% | −3,554−6.8% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 65,760 | $204.0 萬 | 0.3% | −1,104−1.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,557 | $203.6 萬 | 0.3% | +12+0.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 71,198 | $201.3 萬 | 0.3% | +19,180+36.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,654 | $198.2 萬 | 0.3% | −64−0.5% | 減碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 35,835 | $194.9 萬 | 0.3% | +10,290+40.3% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 34,652 | $194.0 萬 | 0.3% | +1,948+6.0% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,851 | $190.7 萬 | 0.3% | +180+4.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 36,280 | $188.9 萬 | 0.3% | +2,092+6.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,229 | $188.9 萬 | 0.3% | −319−7.0% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 31,606 | $188.8 萬 | 0.3% | +7,588+31.6% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 58,150 | $185.8 萬 | 0.3% | +135+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,818 | $182.9 萬 | 0.3% | −106−1.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 22,672 | $182.8 萬 | 0.3% | +64+0.3% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,766 | $182.8 萬 | 0.3% | +215+1.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 69,745 | $180.6 萬 | 0.3% | +4,515+6.9% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 39,311 | $178.3 萬 | 0.3% | −1,187−2.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,527 | $178.3 萬 | 0.3% | +24,527 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 13,099 | $173.5 萬 | 0.3% | −1,150−8.1% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 136,122 | $172.7 萬 | 0.3% | +1,247+0.9% | 加碼 | 歷史 |
| LADLithia Motors Inc | COM | 5,629 | $165.2 萬 | 0.3% | +5,629 | 新進 | 歷史 |
| GNTXGentex Corp | COM | 69,874 | $162.8 萬 | 0.3% | +4,069+6.2% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 8,180 | $162.3 萬 | 0.3% | −114−1.4% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（43 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PHMPultegroup Inc | COM | 26,420 | $287.7 萬 | 0.5% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 19,894 | $215.3 萬 | 0.3% | – |
| AVYAvery Dennison Corp | COM | 10,212 | $191.1 萬 | 0.3% | 歷史 |
| FLSFlowserve Corp | COM | 12,255 | $70.5 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,227 | $70.4 萬 | 0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,471 | $50.6 萬 | 0.1% | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 8,679 | $49.7 萬 | 0.1% | 歷史 |
| ALGTAllegiant Travel CO | COM | 5,263 | $49.5 萬 | 0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 3,696 | $48.3 萬 | 0.1% | 歷史 |
| CACICACI International Inc | CL A | 1,066 | $43.1 萬 | 0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 3,494 | $41.6 萬 | 0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 80,318 | $41.2 萬 | 0.1% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,430 | $28.0 萬 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 3,280 | $25.5 萬 | <0.1% | 歷史 |
| MTHMeritage Homes CORP | COM | 1,590 | $24.5 萬 | <0.1% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 6,776 | $24.4 萬 | <0.1% | 歷史 |
| OLNOLIN Corp | Stock | 7,164 | $24.2 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 496 | $24.1 萬 | <0.1% | 歷史 |
| MGAMagna International Inc | COM | 5,730 | $23.9 萬 | <0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 1,262 | $23.7 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 953 | $23.5 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,543 | $22.8 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,790 | $22.8 萬 | <0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 1,009 | $22.7 萬 | <0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,766 | $22.2 萬 | <0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 985 | $22.1 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 4,270 | $21.8 萬 | <0.1% | – |
| BMOBank of Montreal | COM | 2,236 | $21.7 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 530 | $21.3 萬 | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 7,557 | $21.2 萬 | <0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 6,973 | $21.0 萬 | <0.1% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 629 | $20.9 萬 | <0.1% | 歷史 |
| BWABorgwarner Inc | COM | 6,493 | $20.6 萬 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 875 | $20.2 萬 | <0.1% | 歷史 |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,033 | $20.1 萬 | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 27,912 | $13.2 萬 | <0.1% | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 11,448 | $9.48 萬 | <0.1% | 歷史 |
| VVRInvesco Senior Income Trust | COM | 16,500 | $6.52 萬 | <0.1% | 歷史 |
| NCVVirtus Convertible & Income Fund | COM | 11,500 | $3.99 萬 | <0.1% | 歷史 |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 10,500 | $3.33 萬 | <0.1% | 歷史 |
| Digitalocean Hldgs Inc25402DAB8 | NOTE 12/0 | – | $2.04 萬 | <0.1% | – |
| Prospect Cap Corp74348TAT9 | NOTE 6.375% 3/0 | – | $1.68 萬 | <0.1% | – |
| RingCentral, Inc.76680RAF4 | NOTE 3/0 | – | $1.48 萬 | <0.1% | – |