180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/1 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 472
- 較 2025 年第 4 季 +1
- 總值
- $8.80 億
- 較 2025 年第 4 季 +$149.3 萬 (+0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 108,121 | $4,002 萬 | 4.5% | +98+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 195,530 | $3,410 萬 | 3.9% | +2,970+1.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 99,690 | $2,530 萬 | 2.9% | −213−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 100,630 | $2,096 萬 | 2.4% | +4,808+5.0% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 528,370 | $1,874 萬 | 2.1% | −3,803−0.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 58,780 | $1,819 萬 | 2.1% | −366−0.6% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 316,420 | $1,412 萬 | 1.6% | +14,413+4.8% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 171,160 | $1,352 萬 | 1.5% | −989−0.6% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 1,080,074 | $1,301 萬 | 1.5% | +74,976+7.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 216,027 | $1,168 萬 | 1.3% | +12,264+6.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 30,619 | $1,138 萬 | 1.3% | −1,446−4.5% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 156,093 | $1,118 萬 | 1.3% | −8,719−5.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 38,768 | $1,115 萬 | 1.3% | +95+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,749 | $1,083 萬 | 1.2% | −39−0.1% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 4,291,703 | $1,051 萬 | 1.2% | +1,332,759+45.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 111,085 | $1,019 萬 | 1.2% | +392+0.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 16,699 | $955.4 萬 | 1.1% | +382+2.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,718 | $940.2 萬 | 1.1% | +529+1.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,934 | $902.4 萬 | 1.0% | −807−1.3% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,175 | $850.8 萬 | 1.0% | −687−2.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 63,599 | $790.4 萬 | 0.9% | −1,097−1.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 202,044 | $787.2 萬 | 0.9% | +16,709+9.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,220 | $719.4 萬 | 0.8% | −54−0.7% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 54,018 | $679.7 萬 | 0.8% | −2,105−3.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 107,484 | $658.4 萬 | 0.7% | +7,278+7.3% | 加碼 | – |
| GRALGRAIL, Inc. | COM | 127,347 | $658.1 萬 | 0.7% | +12,300+10.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 71,203 | $629.9 萬 | 0.7% | +15,395+27.6% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 51,640 | $624.7 萬 | 0.7% | +3,575+7.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 35,932 | $609.6 萬 | 0.7% | −206−0.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 28,490 | $608.7 萬 | 0.7% | +15+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 16,544 | $582.1 萬 | 0.7% | −326−1.9% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 520,552 | $577.8 萬 | 0.7% | −6,408−1.2% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 74,091 | $550.9 萬 | 0.6% | −1,277−1.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 18,603 | $547.2 萬 | 0.6% | +175+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,416 | $547.0 萬 | 0.6% | +277+2.5% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 53,232 | $544.3 萬 | 0.6% | −983−1.8% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,919 | $543.4 萬 | 0.6% | −12−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44,554 | $535.9 萬 | 0.6% | −158−0.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 22,640 | $471.1 萬 | 0.5% | +61+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 42,629 | $460.4 萬 | 0.5% | +3,754+9.7% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 13,068 | $446.7 萬 | 0.5% | −67−0.5% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 46,048 | $434.0 萬 | 0.5% | +987+2.2% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 10,181 | $432.4 萬 | 0.5% | +6,203+155.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 97,438 | $430.0 萬 | 0.5% | −14,414−12.9% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 60,301 | $428.9 萬 | 0.5% | +2,832+4.9% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 34,617 | $426.7 萬 | 0.5% | +133+0.4% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 27,657 | $417.1 萬 | 0.5% | +1,795+6.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,170 | $414.3 萬 | 0.5% | +2,799+9.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 43,873 | $412.3 萬 | 0.5% | +310+0.7% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 146,955 | $410.7 萬 | 0.5% | −1,354−0.9% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 211,704 | $408.6 萬 | 0.5% | +2,336+1.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 90,256 | $407.2 萬 | 0.5% | +926+1.0% | 加碼 | – |
| ETNEaton Corp plc | Stock | 11,259 | $402.7 萬 | 0.5% | +60+0.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 32,744 | $396.9 萬 | 0.5% | +431+1.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 29,377 | $384.9 萬 | 0.4% | +588+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,400 | $380.7 萬 | 0.4% | −558−2.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,121 | $366.5 萬 | 0.4% | +182+1.2% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 62,092 | $365.0 萬 | 0.4% | +14,210+29.7% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 59,806 | $353.1 萬 | 0.4% | +561+0.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 39,414 | $346.8 萬 | 0.4% | −784−2.0% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 26,212 | $346.5 萬 | 0.4% | +590+2.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 17,561 | $345.7 萬 | 0.4% | +606+3.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 22,248 | $345.5 萬 | 0.4% | +830+3.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 39,773 | $344.6 萬 | 0.4% | +1,211+3.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,368 | $343.6 萬 | 0.4% | −132−1.1% | 減碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 59,166 | $332.4 萬 | 0.4% | +4,934+9.1% | 加碼 | – |
| TDFTempleton Dragon Fund Inc | COM | 312,661 | $331.7 萬 | 0.4% | +15,084+5.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,445 | $331.3 萬 | 0.4% | −24−0.7% | 減碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 59,601 | $317.1 萬 | 0.4% | +1,894+3.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 35,223 | $315.6 萬 | 0.4% | −696−1.9% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 20,525 | $310.5 萬 | 0.4% | +1,051+5.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,493 | $308.4 萬 | 0.4% | +19+0.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,506 | $306.1 萬 | 0.3% | +97+2.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,616 | $305.9 萬 | 0.3% | −1,341−27.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,062 | $302.5 萬 | 0.3% | +650+14.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,213 | $298.5 萬 | 0.3% | −748−5.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,179 | $296.1 萬 | 0.3% | +1,463+53.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,282 | $292.2 萬 | 0.3% | −253−0.8% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 85,573 | $289.8 萬 | 0.3% | +874+1.0% | 加碼 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 81,512 | $289.5 萬 | 0.3% | +29,233+55.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,967 | $287.7 萬 | 0.3% | −57−0.6% | 減碼 | – |
| VALValaris Ltd | CL A | 29,111 | $285.4 萬 | 0.3% | −3,457−10.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,437 | $278.5 萬 | 0.3% | −51−0.4% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 62,651 | $266.6 萬 | 0.3% | +1,175+1.9% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,396 | $265.7 萬 | 0.3% | +73+1.7% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 24,134 | $261.2 萬 | 0.3% | +754+3.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,838 | $258.3 萬 | 0.3% | +2,730+24.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,999 | $258.0 萬 | 0.3% | −146−1.0% | 減碼 | – |
| CRWVCoreWeave, Inc. | Stock | 32,671 | $253.1 萬 | 0.3% | +18,049+123.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,297 | $250.2 萬 | 0.3% | +4,252+52.9% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 149,558 | $243.3 萬 | 0.3% | −4,767−3.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 34,455 | $241.8 萬 | 0.3% | −3,900−10.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,568 | $236.2 萬 | 0.3% | −217−7.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,006 | $235.5 萬 | 0.3% | +3,789+31.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,401 | $231.3 萬 | 0.3% | +290+2.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 29,338 | $230.0 萬 | 0.3% | −793−2.6% | 減碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 45,754 | $228.1 萬 | 0.3% | −623−1.3% | 減碼 | 歷史 |
| FSLYFastly, Inc. | CL A | 78,316 | $227.6 萬 | 0.3% | −905−1.1% | 減碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 29,697 | $226.7 萬 | 0.3% | +5,640+23.4% | 加碼 | – |
| LADLithia Motors Inc | COM | 8,788 | $219.5 萬 | 0.2% | +465+5.6% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（29 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Cyberark Software LtdM2682V108 | SHS | 3,388 | $151.1 萬 | 0.2% | – |
| KRKroger Co | Stock | 19,112 | $119.4 萬 | 0.1% | 歷史 |
| XYLXylem Inc. | COM | 7,955 | $108.3 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 1,786 | $83.9 萬 | 0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,879 | $74.4 萬 | 0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,816 | $71.9 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 3,932 | $63.4 萬 | 0.1% | 歷史 |
| AGQProShares Trust II | ULTRA SILVER NEW | 3,706 | $57.5 萬 | 0.1% | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 52,495 | $55.1 萬 | 0.1% | 歷史 |
| BKNBlackRock Investment Quality Municipal Trust, Inc. | COM | 26,553 | $29.7 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 1,223 | $29.7 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 362 | $24.0 萬 | <0.1% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,191 | $23.6 萬 | <0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 2,348 | $23.3 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,593 | $22.9 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,810 | $22.0 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 1,746 | $21.9 萬 | <0.1% | 歷史 |
| ANAutonation, Inc. | COM | 1,052 | $21.7 萬 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 16,160 | $21.3 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,671 | $21.2 萬 | <0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 4,212 | $21.2 萬 | <0.1% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 373 | $21.0 萬 | <0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 5,807 | $20.4 萬 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 7,224 | $20.2 萬 | <0.1% | 歷史 |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 10,433 | $10.5 萬 | <0.1% | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 21,153 | $8.57 萬 | <0.1% | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 10,256 | $7.51 萬 | <0.1% | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 38,014 | $5.28 萬 | <0.1% | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | – | $1.30 萬 | <0.1% | – |