180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 471
- 較 2025 年第 3 季 +16
- 總值
- $8.78 億
- 較 2025 年第 3 季 +$5,758 萬 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 108,023 | $5,224 萬 | 5.9% | −512−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 192,560 | $3,591 萬 | 4.1% | −1,149−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 99,903 | $2,716 萬 | 3.1% | −3,372−3.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 95,822 | $2,212 萬 | 2.5% | +993+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 59,146 | $2,047 萬 | 2.3% | −988−1.6% | 減碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 532,173 | $1,824 萬 | 2.1% | +2050.0% | 加碼 | – |
| MNKDMannkind Corp | COM NEW | 2,958,944 | $1,678 萬 | 1.9% | +86,658+3.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 32,065 | $1,442 萬 | 1.6% | +488+1.5% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 172,149 | $1,268 萬 | 1.4% | −170−0.1% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 302,007 | $1,241 萬 | 1.4% | +4,272+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 38,673 | $1,210 萬 | 1.4% | +3,321+9.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,788 | $1,186 萬 | 1.4% | −39−0.1% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 164,812 | $1,115 萬 | 1.3% | +1,495+0.9% | 加碼 | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 1,005,098 | $1,104 萬 | 1.3% | +130,100+14.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 203,763 | $1,095 萬 | 1.2% | +10,930+5.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 16,317 | $1,077 萬 | 1.2% | +1,926+13.4% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 115,047 | $984.7 萬 | 1.1% | −3,814−3.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 110,693 | $949.4 萬 | 1.1% | −1,167−1.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,189 | $949.2 萬 | 1.1% | −1,263−2.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,741 | $886.1 萬 | 1.0% | −991−1.6% | 減碼 | – |
| PATHUiPath, Inc. | Stock | 526,960 | $863.7 萬 | 1.0% | −10,212−1.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 56,123 | $798.3 萬 | 0.9% | −4,204−7.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,862 | $785.9 萬 | 0.9% | −472−1.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 64,696 | $720.8 萬 | 0.8% | +2,609+4.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 185,335 | $706.3 萬 | 0.8% | +8,640+4.9% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,931 | $653.0 萬 | 0.7% | −93−0.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,274 | $627.3 萬 | 0.7% | −51−0.7% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 48,065 | $608.8 萬 | 0.7% | +4,183+9.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 18,428 | $593.8 萬 | 0.7% | +219+1.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 25,862 | $567.3 萬 | 0.6% | −121−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,139 | $559.9 萬 | 0.6% | +584+5.5% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 54,215 | $555.9 萬 | 0.6% | −1,078−1.9% | 減碼 | – |
| AMGNAmgen Inc | Stock | 16,870 | $552.2 萬 | 0.6% | +6,535+63.2% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 75,368 | $538.2 萬 | 0.6% | −2,539−3.3% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 55,808 | $510.4 萬 | 0.6% | +34+0.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 29,371 | $502.4 萬 | 0.6% | +872+3.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 28,475 | $487.4 萬 | 0.6% | +4,173+17.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 22,579 | $471.3 萬 | 0.5% | −3,147−12.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44,712 | $470.6 萬 | 0.5% | +3,726+9.1% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 34,484 | $452.3 萬 | 0.5% | −722−2.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 100,206 | $448.0 萬 | 0.5% | +24,504+32.4% | 加碼依 2 比 1 拆股換算 | – |
| IBMInternational Business Machines Corp | Stock | 14,939 | $442.5 萬 | 0.5% | +87+0.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,957 | $435.7 萬 | 0.5% | +173+3.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 43,563 | $435.2 萬 | 0.5% | +83+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,138 | $434.9 萬 | 0.5% | +3,885+12.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 89,330 | $418.1 萬 | 0.5% | +2,472+2.8% | 加碼 | – |
| INTCIntel Corp | Stock | 111,852 | $412.7 萬 | 0.5% | −5,239−4.5% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 45,061 | $405.6 萬 | 0.5% | −79−0.2% | 減碼 | – |
| VVisa Inc. | Stock | 11,500 | $403.3 萬 | 0.5% | +27+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 38,875 | $402.8 萬 | 0.5% | +1,521+4.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 57,469 | $400.4 萬 | 0.5% | +5,011+9.6% | 加碼 | – |
| PEverpure, Inc. | CL A | 59,245 | $397.0 萬 | 0.5% | −1,190−2.0% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 28,789 | $382.1 萬 | 0.4% | +360+1.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,469 | $371.3 萬 | 0.4% | −44−1.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 38,562 | $370.4 萬 | 0.4% | +482+1.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,955 | $368.0 萬 | 0.4% | +433+2.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,199 | $356.7 萬 | 0.4% | −536−4.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 209,368 | $345.2 萬 | 0.4% | +17,045+8.9% | 加碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 57,707 | $343.4 萬 | 0.4% | −103−0.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,135 | $337.6 萬 | 0.4% | −438−3.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 15,474 | $336.0 萬 | 0.4% | −211−1.3% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 297,577 | $335.1 萬 | 0.4% | +37,445+14.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 25,622 | $327.1 萬 | 0.4% | +942+3.8% | 加碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 54,232 | $325.8 萬 | 0.4% | +7,992+17.3% | 加碼 | – |
| TGTTarget Corp | Stock | 32,313 | $315.9 萬 | 0.4% | +32,313 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,418 | $307.4 萬 | 0.3% | +449+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,024 | $302.5 萬 | 0.3% | −551−5.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 35,919 | $302.5 萬 | 0.3% | −2,809−7.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,785 | $299.3 萬 | 0.3% | −25−0.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 40,198 | $297.1 萬 | 0.3% | −3,897−8.8% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 11,108 | $294.3 萬 | 0.3% | −61−0.5% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 148,309 | $292.5 萬 | 0.3% | +1,277+0.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,535 | $291.1 萬 | 0.3% | +198+0.6% | 加碼 | – |
| CVXChevron Corp | Stock | 18,958 | $288.9 萬 | 0.3% | −633−3.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,412 | $276.7 萬 | 0.3% | −128−2.8% | 減碼 | – |
| LADLithia Motors Inc | COM | 8,323 | $276.6 萬 | 0.3% | +236+2.9% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 84,699 | $275.9 萬 | 0.3% | +3,640+4.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,961 | $268.2 萬 | 0.3% | −575−4.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 38,355 | $266.3 萬 | 0.3% | −2,672−6.5% | 減碼 | – |
| RTXRTX Corp | Stock | 14,488 | $265.7 萬 | 0.3% | +1,038+7.7% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 154,325 | $259.0 萬 | 0.3% | +5,067+3.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 27,090 | $254.0 萬 | 0.3% | +4,870+21.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,145 | $250.9 萬 | 0.3% | −142−1.0% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 47,882 | $243.2 萬 | 0.3% | −22,303−31.8% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 61,476 | $242.5 萬 | 0.3% | −1,260−2.0% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,265 | $241.6 萬 | 0.3% | +120+2.9% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 34,557 | $241.1 萬 | 0.3% | −201−0.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,217 | $238.1 萬 | 0.3% | +3,919+47.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30,131 | $237.5 萬 | 0.3% | −933−3.0% | 減碼 | – |
| NEMNEWMONT Corp | Stock | 23,380 | $233.4 萬 | 0.3% | +7,712+49.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,111 | $230.2 萬 | 0.3% | +453+3.6% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,978 | $225.9 萬 | 0.3% | +3,368+552.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,409 | $222.8 萬 | 0.3% | +473+16.1% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 15,511 | $218.8 萬 | 0.2% | −115−0.7% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 58,513 | $216.5 萬 | 0.2% | +46,317+379.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 21,725 | $216.2 萬 | 0.2% | +51+0.2% | 加碼 | – |
| CMCSAComcast Corp | Stock | 71,983 | $215.2 萬 | 0.2% | −79,079−52.3% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 19,474 | $212.9 萬 | 0.2% | +1,123+6.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,323 | $209.1 萬 | 0.2% | +316+7.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,200 | $209.0 萬 | 0.2% | −630−2.8% | 減碼 | – |
2025 年第 3 季之後清倉（26 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EBAYeBay Inc | COM | 44,525 | $405.0 萬 | 0.5% | 歷史 |
| MTBM&T Bank Corp | COM | 3,531 | $69.8 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 2,062 | $58.2 萬 | 0.1% | 歷史 |
| KMXCarMax Inc | COM | 12,393 | $55.6 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 85 | $45.9 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 6,174 | $36.9 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,150 | $30.0 萬 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 465 | $29.7 萬 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 3,180 | $29.6 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,679 | $28.9 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 8,601 | $28.0 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 1,679 | $26.1 萬 | <0.1% | 歷史 |
| MGAMagna International Inc | COM | 5,438 | $25.8 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 1,830 | $25.2 萬 | <0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 5,224 | $25.0 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 9,696 | $23.9 萬 | <0.1% | 歷史 |
| ProShares Tr74349Y571 | ULTRA ETHER ETF | 2,570 | $23.1 萬 | <0.1% | – |
| MPWRMonolithic Power Systems, Inc. | COM | 242 | $22.3 萬 | <0.1% | 歷史 |
| XPEVXpeng Inc. | ADS | 9,151 | $21.4 萬 | <0.1% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,365 | $21.4 萬 | <0.1% | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 5,099 | $21.2 萬 | <0.1% | – |
| DUKDuke Energy CORP | Stock | 1,704 | $21.1 萬 | <0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 114 | $20.4 萬 | <0.1% | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 11,000 | $20.1 萬 | <0.1% | 歷史 |
| VERUVeru Inc. | COM NEW | 30,329 | $11.5 萬 | <0.1% | 歷史 |
| DSXDiana Shipping Inc. | COM | 26,000 | $4.37 萬 | <0.1% | 歷史 |