180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 486
- 較 2026 年第 1 季 +14
- 總值
- $9.97 億
- 較 2026 年第 1 季 +$1.17 億 (+13.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 107,359 | $4,005 萬 | 4.0% | −762−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 190,662 | $3,815 萬 | 3.8% | −4,868−2.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 96,456 | $2,791 萬 | 2.8% | −3,234−3.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 100,386 | $2,393 萬 | 2.4% | −244−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 57,811 | $2,184 萬 | 2.2% | −969−1.6% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 4,959,351 | $2,113 萬 | 2.1% | +667,648+15.6% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 524,854 | $1,618 萬 | 1.6% | −3,516−0.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 38,497 | $1,376 萬 | 1.4% | −271−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 36,937 | $1,305 萬 | 1.3% | −812−2.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 30,999 | $1,304 萬 | 1.3% | +380+1.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 217,753 | $1,300 萬 | 1.3% | +1,726+0.8% | 加碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 1,086,189 | $1,228 萬 | 1.2% | +6,115+0.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 28,088 | $1,217 萬 | 1.2% | −402−1.4% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 312,216 | $1,194 萬 | 1.2% | −4,204−1.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,463 | $1,168 萬 | 1.2% | −712−2.8% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 164,821 | $1,065 萬 | 1.1% | −6,339−3.7% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,733 | $1,048 萬 | 1.1% | −186−1.3% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 50,259 | $1,037 萬 | 1.0% | −3,759−7.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 42,713 | $1,011 萬 | 1.0% | −1,005−2.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 17,239 | $971.1 萬 | 1.0% | +540+3.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,808 | $926.0 萬 | 0.9% | −260−2.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,815 | $913.6 萬 | 0.9% | −3,119−5.1% | 減碼 | – |
| INTCIntel Corp | Stock | 64,588 | $901.8 萬 | 0.9% | −32,850−33.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 217,332 | $896.5 萬 | 0.9% | +15,288+7.6% | 加碼 | – |
| GRALGRAIL, Inc. | COM | 127,774 | $872.3 萬 | 0.9% | +427+0.3% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 153,580 | $863.4 萬 | 0.9% | −2,513−1.6% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 113,806 | $858.7 萬 | 0.9% | +2,721+2.4% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 79,453 | $741.9 萬 | 0.7% | +8,250+11.6% | 加碼 | – |
| ARMArm Holdings PLC | ADR | 20,260 | $718.4 萬 | 0.7% | −265−1.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 62,654 | $709.6 萬 | 0.7% | −945−1.5% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 12,655 | $709.5 萬 | 0.7% | +2,474+24.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 27,637 | $703.4 萬 | 0.7% | −20−0.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 11,977 | $695.7 萬 | 0.7% | −320−2.6% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 49,920 | $681.9 萬 | 0.7% | −1,720−3.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,146 | $668.5 萬 | 0.7% | −74−1.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 34,354 | $604.0 萬 | 0.6% | −263−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,044 | $602.7 萬 | 0.6% | +628+5.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,391 | $602.0 萬 | 0.6% | −212−1.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,113 | $593.4 萬 | 0.6% | −57−0.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44,833 | $576.1 萬 | 0.6% | +279+0.6% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 520,891 | $566.2 萬 | 0.6% | +339+0.1% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 50,297 | $554.0 萬 | 0.6% | −2,935−5.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 15,157 | $548.9 萬 | 0.6% | −1,387−8.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 101,817 | $540.7 萬 | 0.5% | −5,667−5.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 68,633 | $525.4 萬 | 0.5% | −5,458−7.4% | 減碼 | – |
| MUMicron Technology Inc | Stock | 4,445 | $513.0 萬 | 0.5% | −559−11.2% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 61,038 | $502.6 萬 | 0.5% | +737+1.2% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 46,048 | $492.4 萬 | 0.5% | +3,419+8.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 35,035 | $479.0 萬 | 0.5% | −897−2.5% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 17,026 | $478.5 萬 | 0.5% | −535−3.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 92,471 | $478.0 萬 | 0.5% | +2,215+2.5% | 加碼 | – |
| PEverpure, Inc. | CL A | 59,759 | $470.8 萬 | 0.5% | −47−0.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 10,953 | $466.7 萬 | 0.5% | −306−2.7% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 140,180 | $464.4 萬 | 0.5% | −6,775−4.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,293 | $457.2 萬 | 0.5% | +114+2.7% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 18,241 | $449.1 萬 | 0.5% | −4,399−19.4% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 44,915 | $441.1 萬 | 0.4% | −1,133−2.5% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 15,459 | $434.7 萬 | 0.4% | +338+2.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 29,483 | $422.1 萬 | 0.4% | +106+0.4% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 66,823 | $420.2 萬 | 0.4% | +4,731+7.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,555 | $417.7 萬 | 0.4% | +49+1.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 44,698 | $412.4 萬 | 0.4% | +825+1.9% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 211,064 | $403.6 萬 | 0.4% | −640−0.3% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 20,498 | $388.7 萬 | 0.4% | +20,498 | 新進 | 歷史 |
| VVisa Inc. | Stock | 11,257 | $386.2 萬 | 0.4% | −111−1.0% | 減碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 111,019 | $374.7 萬 | 0.4% | +29,507+36.2% | 加碼 | – |
| OUSTOuster, Inc. | COM NEW | 58,546 | $366.0 萬 | 0.4% | −528−0.9% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 14,113 | $360.5 萬 | 0.4% | −688−4.6% | 減碼 | 歷史 |
| TDFTempleton Dragon Fund Inc | COM | 329,251 | $358.6 萬 | 0.4% | +16,590+5.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 26,272 | $355.9 萬 | 0.4% | +60+0.2% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 11,739 | $349.7 萬 | 0.4% | +95+0.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 33,761 | $345.0 萬 | 0.3% | −1,462−4.2% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 85,051 | $342.0 萬 | 0.3% | −522−0.6% | 減碼 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 66,489 | $339.3 萬 | 0.3% | +7,323+12.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,937 | $339.1 萬 | 0.3% | −125−2.5% | 減碼 | – |
| BABoeing Co | Stock | 15,325 | $331.7 萬 | 0.3% | −168−1.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 37,272 | $329.9 萬 | 0.3% | −2,142−5.4% | 減碼 | – |
| CRWVCoreWeave, Inc. | Stock | 33,137 | $329.8 萬 | 0.3% | +466+1.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,427 | $329.5 萬 | 0.3% | −18−0.5% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 31,904 | $324.3 萬 | 0.3% | −1,874−5.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,751 | $323.8 萬 | 0.3% | +538+4.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 22,792 | $308.6 萬 | 0.3% | +544+2.4% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 226,383 | $306.5 萬 | 0.3% | −1,588−0.7% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 152,829 | $305.8 萬 | 0.3% | +3,271+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,187 | $303.0 萬 | 0.3% | −780−8.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,524 | $302.7 萬 | 0.3% | −44−1.7% | 減碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 38,051 | $292.9 萬 | 0.3% | +8,354+28.1% | 加碼 | – |
| CVXChevron Corp | Stock | 17,584 | $291.5 萬 | 0.3% | −816−4.4% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 85,161 | $289.5 萬 | 0.3% | +18,630+28.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,365 | $285.3 萬 | 0.3% | −303−3.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 16,733 | $284.3 萬 | 0.3% | +842+5.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,220 | $282.2 萬 | 0.3% | −3,062−9.5% | 減碼 | – |
| BGBunge Global SA | COM SHS | 26,274 | $280.4 萬 | 0.3% | +26,274 | 新進 | 歷史 |
| SYMSymbotic Inc. | Stock | 61,717 | $277.4 萬 | 0.3% | +2,116+3.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 14,406 | $273.3 萬 | 0.3% | −31−0.2% | 減碼 | 歷史 |
| LADLithia Motors Inc | COM | 9,116 | $264.8 萬 | 0.3% | +328+3.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,392 | $264.6 萬 | 0.3% | −607−4.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 21,623 | $262.5 萬 | 0.3% | −133−0.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 17,416 | $255.2 萬 | 0.3% | +1,410+8.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,511 | $253.9 萬 | 0.3% | −1,105−30.6% | 減碼 | 歷史 |
選擇權（7 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2026 年第 1 季之後清倉（22 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 32,744 | $396.9 萬 | 0.5% | 歷史 |
| ATOAtmos Energy Corp | COM | 5,195 | $96.0 萬 | 0.1% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,772 | $85.4 萬 | 0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 12,887 | $75.3 萬 | 0.1% | 歷史 |
| Roundhill Daily 2X Long Magnificent Seven ETF77926X700 | DAILY 2X LONG MA ADDED | 16,266 | $69.5 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 2,428 | $54.9 萬 | 0.1% | 歷史 |
| MASIMasimo Corp | COM | 2,728 | $48.5 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 12,679 | $44.6 萬 | 0.1% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 6,490 | $31.6 萬 | <0.1% | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 2,888 | $27.3 萬 | <0.1% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 2,693 | $27.1 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9,589 | $24.8 萬 | <0.1% | 歷史 |
| OLNOLIN Corp | Stock | 8,317 | $24.7 萬 | <0.1% | 歷史 |
| GOLDGold.com, Inc. | COM | 6,120 | $24.5 萬 | <0.1% | 歷史 |
| ETF Ser Solutions26922A719 | US GBL GLD PRE | 5,470 | $24.3 萬 | <0.1% | – |
| APAAPA Corp | Stock | 5,466 | $23.2 萬 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,400 | $22.0 萬 | <0.1% | – |
| SNYSanofi | SPONSORED ADR | 4,460 | $21.5 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 861 | $20.6 萬 | <0.1% | 歷史 |
| EXEExpand Energy Corp | COM | 1,829 | $20.1 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,100 | $20.0 萬 | <0.1% | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 19,148 | $8.31 萬 | <0.1% | 歷史 |