180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 455
- 較 2025 年第 2 季 +29
- 總值
- $8.21 億
- 較 2025 年第 2 季 +$1.04 億 (+14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 108,535 | $5,622 萬 | 6.8% | +2,672+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 193,709 | $3,614 萬 | 4.4% | −3,394−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 103,275 | $2,630 萬 | 3.2% | −2,016−1.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 94,829 | $2,082 萬 | 2.5% | +191+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 60,134 | $1,984 萬 | 2.4% | −1,840−3.0% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,872,286 | $1,542 萬 | 1.9% | +290,276+11.2% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 531,968 | $1,456 萬 | 1.8% | +19,742+3.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 31,577 | $1,404 萬 | 1.7% | −2,018−6.0% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 172,319 | $1,115 萬 | 1.4% | −1,176−0.7% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 297,735 | $1,096 萬 | 1.3% | +4,825+1.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,391 | $1,057 萬 | 1.3% | −275−1.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 192,833 | $1,045 萬 | 1.3% | +3,710+2.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 44,452 | $959.2 萬 | 1.2% | −535−1.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 37,827 | $921.3 萬 | 1.1% | −330−0.9% | 減碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 874,998 | $889.9 萬 | 1.1% | +64,332+7.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 62,732 | $884.2 萬 | 1.1% | −623−1.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 35,352 | $859.4 萬 | 1.0% | −789−2.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 111,860 | $854.6 萬 | 1.0% | +4,656+4.3% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,334 | $735.5 萬 | 0.9% | −645−2.4% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 163,317 | $726.4 萬 | 0.9% | +7,667+4.9% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 537,172 | $718.7 萬 | 0.9% | +3,647+0.7% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 118,861 | $702.8 萬 | 0.9% | +5,313+4.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,024 | $687.7 萬 | 0.8% | +9,747+227.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,325 | $678.0 萬 | 0.8% | −257−3.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 176,695 | $642.3 萬 | 0.8% | +14,714+9.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 62,087 | $639.9 萬 | 0.8% | −5,171−7.7% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 60,327 | $603.8 萬 | 0.7% | −1,199−1.9% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 25,983 | $586.0 萬 | 0.7% | −492−1.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,209 | $574.4 萬 | 0.7% | −525−2.8% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 55,293 | $552.6 萬 | 0.7% | −1,523−2.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,555 | $530.7 萬 | 0.6% | −630−5.6% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 77,907 | $528.4 萬 | 0.6% | −1,084−1.4% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 43,882 | $526.6 萬 | 0.6% | +762+1.8% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,726 | $516.9 萬 | 0.6% | +2,306+9.8% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 60,435 | $506.5 萬 | 0.6% | −1,393−2.3% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,774 | $499.6 萬 | 0.6% | −100−0.2% | 減碼 | – |
| CMCSAComcast Corp | Stock | 151,062 | $474.6 萬 | 0.6% | +5,871+4.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 28,499 | $474.1 萬 | 0.6% | +1,006+3.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,735 | $439.2 萬 | 0.5% | +59+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,852 | $419.1 萬 | 0.5% | +74+0.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 43,480 | $415.1 萬 | 0.5% | −248−0.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,513 | $409.5 萬 | 0.5% | −36−1.0% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 44,525 | $405.0 萬 | 0.5% | −380−0.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 86,858 | $397.5 萬 | 0.5% | +1,504+1.8% | 加碼 | – |
| INTCIntel Corp | Stock | 117,091 | $392.8 萬 | 0.5% | −1,004−0.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,473 | $391.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 45,140 | $382.2 萬 | 0.5% | +921+2.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,784 | $380.9 萬 | 0.5% | −279−5.5% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,522 | $376.3 萬 | 0.5% | +773+4.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 28,429 | $372.9 萬 | 0.5% | +238+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,253 | $363.7 萬 | 0.4% | −174−0.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 38,080 | $362.7 萬 | 0.4% | +259+0.7% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,458 | $359.1 萬 | 0.4% | +6,437+14.0% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 37,354 | $348.1 萬 | 0.4% | +537+1.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 40,986 | $344.0 萬 | 0.4% | +1,387+3.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,685 | $338.5 萬 | 0.4% | +40+0.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 37,851 | $338.2 萬 | 0.4% | +6,287+19.9% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 35,206 | $334.4 萬 | 0.4% | +42+0.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 192,323 | $330.0 萬 | 0.4% | +3,024+1.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 38,728 | $327.6 萬 | 0.4% | −1,984−4.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 24,302 | $325.4 萬 | 0.4% | +90.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,575 | $314.2 萬 | 0.4% | −112−1.2% | 減碼 | – |
| SYMSymbotic Inc. | Stock | 57,810 | $311.6 萬 | 0.4% | −711−1.2% | 減碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 46,240 | $304.5 萬 | 0.4% | +3,784+8.9% | 加碼 | – |
| CVXChevron Corp | Stock | 19,591 | $304.2 萬 | 0.4% | +1,458+8.0% | 加碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 260,132 | $303.1 萬 | 0.4% | +14,040+5.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,969 | $294.5 萬 | 0.4% | +665+3.3% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 21,403 | $293.6 萬 | 0.4% | −1,732−7.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 10,335 | $291.7 萬 | 0.4% | +801+8.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 44,095 | $290.2 萬 | 0.4% | −1,163−2.6% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 24,680 | $282.6 萬 | 0.3% | +267+1.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,337 | $282.3 萬 | 0.3% | +35+0.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,027 | $279.3 萬 | 0.3% | −2,826−6.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,540 | $278.0 萬 | 0.3% | −40−0.9% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 13,573 | $277.9 萬 | 0.3% | +187+1.4% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 70,185 | $275.3 萬 | 0.3% | −4,215−5.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,222 | $266.3 萬 | 0.3% | +88+4.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,169 | $264.7 萬 | 0.3% | −64−0.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 18,351 | $259.6 萬 | 0.3% | +202+1.1% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 81,059 | $255.6 萬 | 0.3% | +5,514+7.3% | 加碼 | – |
| LADLithia Motors Inc | COM | 8,087 | $255.5 萬 | 0.3% | +1,944+31.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,536 | $251.0 萬 | 0.3% | +16+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,287 | $249.4 萬 | 0.3% | +70+0.5% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 31,064 | $245.1 萬 | 0.3% | +2,416+8.4% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 12,658 | $243.4 萬 | 0.3% | +284+2.3% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 7,897 | $236.6 萬 | 0.3% | +36+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,298 | $233.4 萬 | 0.3% | +143+1.8% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 149,258 | $231.5 萬 | 0.3% | +6,160+4.3% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 62,736 | $229.3 萬 | 0.3% | −3,054−4.6% | 減碼 | – |
| RTXRTX Corp | Stock | 13,450 | $225.1 萬 | 0.3% | +556+4.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,505 | $223.1 萬 | 0.3% | −50−0.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,113 | $221.3 萬 | 0.3% | +253+3.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,830 | $217.2 萬 | 0.3% | −859−3.6% | 減碼 | – |
| GNTXGentex Corp | COM | 76,407 | $216.2 萬 | 0.3% | +3,251+4.4% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 15,626 | $215.3 萬 | 0.3% | −48−0.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,810 | $214.4 萬 | 0.3% | +47+1.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 21,674 | $212.0 萬 | 0.3% | +129+0.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,850 | $205.6 萬 | 0.3% | +62+0.6% | 加碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 46,906 | $202.1 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 39,975 | $201.6 萬 | 0.2% | +2,190+5.8% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（16 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CROXCrocs, Inc. | COM | 11,824 | $119.8 萬 | 0.2% | 歷史 |
| OCOwens Corning | Stock | 5,688 | $78.2 萬 | 0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 9,808 | $78.1 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 3,320 | $53.0 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,119 | $32.0 萬 | <0.1% | – |
| CRSCarpenter Technology Corp | COM | 908 | $25.1 萬 | <0.1% | 歷史 |
| BMOBank of Montreal | COM | 2,081 | $23.0 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 1,643 | $22.8 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 3,805 | $21.0 萬 | <0.1% | 歷史 |
| CNHCNH Industrial N.V. | SHS | 10,507 | $13.6 萬 | <0.1% | 歷史 |
| CIFRCipher Digital Inc. | COM | 10,000 | $4.78 萬 | <0.1% | 歷史 |
| Okta, Inc.679295AD7 | NOTE 0.125% 9/0 | – | $4.75 萬 | <0.1% | – |
| DNUTKrispy Kreme, Inc. | COM | 16,220 | $4.72 萬 | <0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 11,300 | $4.37 萬 | <0.1% | 歷史 |
| ABTCAmerican Bitcoin Corp. | COM | 17,700 | $1.56 萬 | <0.1% | 歷史 |
| LendingTree, Inc.52603BAD9 | NOTE 0.500% 7/1 | – | $1.19 萬 | <0.1% | – |