180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 426
- 較 2025 年第 1 季 +13
- 總值
- $7.17 億
- 較 2025 年第 1 季 +$8,913 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 105,863 | $5,266 萬 | 7.3% | −5,867−5.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 197,103 | $3,114 萬 | 4.3% | −719−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 105,291 | $2,160 萬 | 3.0% | +1,384+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 94,638 | $2,076 萬 | 2.9% | +1,126+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 61,974 | $1,708 萬 | 2.4% | −2,273−3.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,666 | $1,082 萬 | 1.5% | −117−0.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 33,595 | $1,067 萬 | 1.5% | +80.0% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,582,010 | $965.7 萬 | 1.3% | +387,306+17.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 189,123 | $935.4 萬 | 1.3% | +9,148+5.1% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 292,910 | $923.8 萬 | 1.3% | +510.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 44,987 | $920.7 萬 | 1.3% | −750−1.6% | 減碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 512,226 | $912.3 萬 | 1.3% | +15,395+3.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,355 | $844.6 萬 | 1.2% | −419−0.7% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 810,666 | $766.1 萬 | 1.1% | +96,285+13.5% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 61,526 | $765.1 萬 | 1.1% | −2,267−3.6% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 173,495 | $759.6 萬 | 1.1% | −2,151−1.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,582 | $750.6 萬 | 1.0% | −196−2.5% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 533,525 | $682.9 萬 | 1.0% | −16,671−3.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 38,157 | $676.9 萬 | 0.9% | +691+1.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 67,258 | $657.6 萬 | 0.9% | −1,403−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,141 | $636.9 萬 | 0.9% | −151−0.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,979 | $611.0 萬 | 0.9% | −50−0.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 26,475 | $592.4 萬 | 0.8% | −681−2.5% | 減碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 113,548 | $583.9 萬 | 0.8% | +11,665+11.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 161,981 | $560.0 萬 | 0.8% | +20,309+14.3% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 107,204 | $558.1 萬 | 0.8% | +2,210+2.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,185 | $543.3 萬 | 0.8% | +558+5.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,734 | $543.1 萬 | 0.8% | −285−1.5% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 56,816 | $537.7 萬 | 0.7% | −629−1.1% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 155,650 | $535.6 萬 | 0.7% | +4,087+2.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 145,191 | $518.2 萬 | 0.7% | +2,997+2.1% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,874 | $503.5 萬 | 0.7% | +310+0.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 78,991 | $501.4 萬 | 0.7% | +670+0.9% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 43,120 | $464.9 萬 | 0.6% | −953−2.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 27,493 | $437.9 萬 | 0.6% | +495+1.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 23,420 | $436.6 萬 | 0.6% | −2,746−10.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,778 | $435.6 萬 | 0.6% | −801−5.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,676 | $416.8 萬 | 0.6% | +388+3.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,472 | $407.3 萬 | 0.6% | −109−0.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 43,728 | $399.0 萬 | 0.6% | +858+2.0% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 28,191 | $375.9 萬 | 0.5% | +524+1.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 40,712 | $373.0 萬 | 0.5% | −2,175−5.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,549 | $372.4 萬 | 0.5% | −47−1.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 85,354 | $361.6 萬 | 0.5% | +3,769+4.6% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,063 | $358.4 萬 | 0.5% | −66−1.3% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 61,828 | $356.0 萬 | 0.5% | −1,524−2.4% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 44,219 | $354.2 萬 | 0.5% | +950+2.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 32,427 | $349.6 萬 | 0.5% | −339−1.0% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 15,749 | $344.1 萬 | 0.5% | +373+2.4% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 189,299 | $343.2 萬 | 0.5% | −17,986−8.7% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 35,164 | $335.5 萬 | 0.5% | +2,717+8.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 44,905 | $334.4 萬 | 0.5% | +446+1.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 37,821 | $329.7 萬 | 0.5% | +787+2.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,645 | $327.8 萬 | 0.5% | −79−0.5% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 74,400 | $322.5 萬 | 0.4% | −984−1.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 39,599 | $313.5 萬 | 0.4% | +4,970+14.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,233 | $306.3 萬 | 0.4% | −279−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,687 | $294.4 萬 | 0.4% | −69−0.7% | 減碼 | – |
| ARMArm Holdings PLC | ADR | 18,149 | $293.5 萬 | 0.4% | +9,962+121.7% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 46,021 | $293.2 萬 | 0.4% | +14,415+45.6% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,134 | $285.7 萬 | 0.4% | −481−18.4% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 43,853 | $280.4 萬 | 0.4% | −9,028−17.1% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 12,374 | $273.5 萬 | 0.4% | +236+1.9% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 23,135 | $272.3 萬 | 0.4% | +23,135 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,302 | $269.7 萬 | 0.4% | −456−1.4% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 20,304 | $268.1 萬 | 0.4% | +821+4.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 31,564 | $267.7 萬 | 0.4% | +6,199+24.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 9,534 | $266.2 萬 | 0.4% | +230+2.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 118,095 | $264.5 萬 | 0.4% | −9,821−7.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,580 | $260.2 萬 | 0.4% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 18,133 | $259.6 萬 | 0.4% | −177−1.0% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 24,413 | $256.6 萬 | 0.4% | +813+3.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 36,817 | $247.5 萬 | 0.3% | +2,165+6.2% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 7,861 | $246.8 萬 | 0.3% | −319−3.9% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 246,092 | $245.8 萬 | 0.3% | +25,059+11.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,386 | $245.1 萬 | 0.3% | −268−2.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,293 | $236.5 萬 | 0.3% | −234−1.0% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 9,902 | $235.9 萬 | 0.3% | −858−8.0% | 減碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 42,456 | $233.9 萬 | 0.3% | +6,621+18.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,217 | $233.8 萬 | 0.3% | +116+0.8% | 加碼 | – |
| SYMSymbotic Inc. | Stock | 58,521 | $227.4 萬 | 0.3% | +4,901+9.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 65,790 | $227.0 萬 | 0.3% | +300.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 28,648 | $225.5 萬 | 0.3% | −1,587−5.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,689 | $222.4 萬 | 0.3% | −1,976−7.7% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 7,860 | $221.7 萬 | 0.3% | +280+3.7% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 75,545 | $218.7 萬 | 0.3% | +5,800+8.3% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,277 | $217.8 萬 | 0.3% | +430+11.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,763 | $215.3 萬 | 0.3% | +129+4.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 37,785 | $211.9 萬 | 0.3% | +1,505+4.1% | 加碼 | 歷史 |
| LADLithia Motors Inc | COM | 6,143 | $207.5 萬 | 0.3% | +514+9.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,520 | $206.5 萬 | 0.3% | −754−5.3% | 減碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 46,905 | $205.9 萬 | 0.3% | −1,827−3.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,555 | $203.7 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 15,674 | $201.4 萬 | 0.3% | −92−0.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,620 | $196.7 萬 | 0.3% | −231−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,788 | $190.9 萬 | 0.3% | −30−0.3% | 減碼 | – |
| RTXRTX Corp | Stock | 12,894 | $188.3 萬 | 0.3% | −205−1.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,058 | $187.9 萬 | 0.3% | −171−4.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 21,545 | $187.9 萬 | 0.3% | −1,127−5.0% | 減碼 | – |
| TAT&T Inc. | Stock | 63,483 | $183.7 萬 | 0.3% | −7,715−10.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（15 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RKLBRocket Lab Corp | COM | 36,402 | $65.1 萬 | 0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 16,452 | $32.0 萬 | 0.1% | – |
| Exchange Traded Concepts Tru301505442 | RANGE GLOBAL OFF | 15,935 | $31.5 萬 | 0.1% | – |
| BOILProShares Trust II | ETF | 3,188 | $27.3 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 462 | $22.4 萬 | <0.1% | 歷史 |
| RRCRange Resources Corp | COM | 5,358 | $21.4 萬 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 9,940 | $20.9 萬 | <0.1% | 歷史 |
| XPEVXpeng Inc. | ADS | 9,977 | $20.7 萬 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 2,416 | $20.7 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 3,642 | $20.6 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,188 | $20.3 萬 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 6,047 | $20.2 萬 | <0.1% | 歷史 |
| CKPTCheckpoint Therapeutics, Inc. | COM NEW | 26,950 | $10.9 萬 | <0.1% | 歷史 |
| Inseego Corp.45782BAD6 | NOTE 3.250% 5/0 | – | $3.90 萬 | <0.1% | – |
| OCEAOcean Biomedical, Inc. | COM | 25,288 | $1,366 | <0.1% | 歷史 |