180 Wealth Advisors, LLC — Q2 2021 13F 持股

Name: 180 Wealth Advisors, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730817

申报总市值

US$10.0亿

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本季完整持股清单

仅显示前 200 大持股（共 360 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MSFT	Microsoft CORP	股票-科技	7.58%	—	-1.06%
2	AAPL	Apple INC	股票-科技	3.74%	-0.08%	-1.07%
3	AMZN	Amazon.com INC	股票-周期性消费	3.66%	+0.02%	-4.01%
4	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.83%	—	-0.52%
5	META	Meta Platforms Inc-class A	股票-通信服务	1.63%	—	-1.34%
6	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.57%	—	+3.57%
7	NVDA	Nvidia CORP	股票-科技	1.54%	-0.06%	+266.58%
8	TSLA	Tesla INC	股票-周期性消费	1.52%	+0.02%	+0.47%
9	MRNA	Moderna INC	股票-医疗保健	1.29%	—	-2.11%
10	SBUX	Starbucks CORP	股票-周期性消费	1.26%	—	-2.18%
11	DGRO	Ishares Core Dividend Growth	ETF-其他	1.25%	—	-1.86%
12	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.22%	—	-0.84%
13	COST	Costco Wholesale CORP	股票-非周期性消费	1.08%	—	-1.19%
14	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.08%	+0.02%	+0.29%
15	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.05%	—	-0.13%
16	IOO	Ishares Global 100 ETF	ETF-其他	1.04%	—	-0.51%
17	GOOG	Alphabet Inc-cl C	股票-通信服务	1.03%	+0.08%	+0.87%
18	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.01%	+0.11%	-8.61%
19	ZS	Zscaler INC	股票-科技	0.99%	—	-4.35%
20	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.97%	—	+6.30%
21	IDV	Ishares International Select	ETF-其他	0.97%	—	-1.48%
22	AYXEUR	Alteryx INC - Class A	股票-其他	0.89%	—	+24.26%
23	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.88%	-0.03%	+0.31%
24	AVGO	Broadcom INC	股票-科技	0.87%	+0.12%	+3.98%
25	XOM	Exxon Mobil CORP	股票-能源	0.86%	-0.21%	+2.66%
26	MNKD	Mannkind CORP	股票-其他	0.79%	+0.92%	+17.68%
27	BA	Boeing Co/the	股票-工业	0.78%	—	-3.97%
28	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.71%	—	-2.15%
29	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.71%	—	-0.87%
30	JNJ	Johnson & Johnson	股票-医疗保健	0.68%	—	-2.03%
31	LMT	Lockheed Martin CORP	股票-工业	0.65%	—	+6.18%
32	MDT	Medtronic plc	股票-医疗保健	0.63%	-0.31%	+2.41%
33	WMT	Walmart INC	股票-非周期性消费	0.63%	—	+1.42%
34	QCOM	Qualcomm INC	股票-科技	0.60%	+0.12%	+1.24%
35	GD	General Dynamics CORP	股票-工业	0.60%	—	+2.15%
36	IBM	Intl Business Machines CORP	股票-科技	0.60%	—	-0.86%
37	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	—	+8.37%
38	CVX	Chevron CORP	股票-能源	0.59%	—	-5.44%
39	JPM	Jpmorgan Chase & Co	股票-金融	0.59%	—	+1.44%
40	RTX	Rtx CORP	股票-工业	0.58%	—	+0.64%
41	V	Visa Inc-class A Shares	股票-金融	0.56%	—	-2.56%
42	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.55%	—	+3.85%
43	ALL	Allstate CORP	股票-金融	0.54%	—	+5.59%
44	RING	Ishares Msci Global Gold Min	ETF-避险与商品	0.52%	-0.47%	+9.66%
45	TMO	Thermo Fisher Scientific INC	股票-医疗保健	0.52%	—	-1.56%
46	PFE	Pfizer INC	股票-医疗保健	0.52%	—	-3.41%
47	CSCO	Cisco Systems INC	股票-科技	0.52%	—	+3.85%
48	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.51%	—	-1.55%
49	HD	Home Depot INC	股票-周期性消费	0.51%	—	-0.47%
50	SCHW	Schwab (charles) CORP	股票-金融	0.51%	—	-0.09%

1–50 of 200

本季持股变动

180 Wealth Advisors, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MSFT	Microsoft CORP	—	EXIT	清仓
2	AMZN	Amazon.com INC	—	EXIT	清仓
3	AAPL	Apple INC	—	EXIT	清仓
4	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
5	VYM	Vanguard High Dvd Yield ETF	—	EXIT	清仓
6	META	Meta Platforms Inc-class A	—	EXIT	清仓
7	NVDA	Nvidia CORP	—	EXIT	清仓
8	TSLA	Tesla INC	—	EXIT	清仓
9	DGRO	Ishares Core Dividend Growth	—	EXIT	清仓
10	SBUX	Starbucks CORP	—	EXIT	清仓
11	IUSV	Ishares Core S&p U.s. Value	—	EXIT	清仓
12	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
13	VIGI	Vanguard Int Div App Indx Fd	—	EXIT	清仓
14	IDV	Ishares International Select	—	EXIT	清仓
15	IOO	Ishares Global 100 ETF	—	EXIT	清仓
16	COST	Costco Wholesale CORP	—	EXIT	清仓
17	EFV	Ishares Msci Eafe Value ETF	—	EXIT	清仓
18	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
19	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
20	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
21	XOM	Exxon Mobil CORP	—	EXIT	清仓
22	BA	Boeing Co/the	—	EXIT	清仓
23	AVGO	Broadcom INC	—	EXIT	清仓
24	AYXEUR	Alteryx INC - Class A	—	EXIT	清仓
25	ZS	Zscaler INC	—	EXIT	清仓
26	MNKD	Mannkind CORP	—	EXIT	清仓
27	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清仓
28	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
29	JNJ	Johnson & Johnson	—	EXIT	清仓
30	LMT	Lockheed Martin CORP	—	EXIT	清仓
31	CVX	Chevron CORP	—	EXIT	清仓
32	MDT	Medtronic plc	—	EXIT	清仓
33	IBM	Intl Business Machines CORP	—	EXIT	清仓
34	RING	Ishares Msci Global Gold Min	—	EXIT	清仓
35	WMT	Walmart INC	—	EXIT	清仓
36	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
37	T	At&t INC	—	EXIT	清仓
38	RTX	Rtx CORP	—	EXIT	清仓
39	GD	General Dynamics CORP	—	EXIT	清仓
40	V	Visa Inc-class A Shares	—	EXIT	清仓
41	QCOM	Qualcomm INC	—	EXIT	清仓
42	STIP	Ishares 0-5 Year Tips Bond E	—	EXIT	清仓
43	ALL	Allstate CORP	—	EXIT	清仓
44	UNH	Unitedhealth Group INC	—	EXIT	清仓
45	CVS	Cvs Health CORP	—	EXIT	清仓
46	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
47	SCHW	Schwab (charles) CORP	—	EXIT	清仓
48	HD	Home Depot INC	—	EXIT	清仓
49	JNJ	Johnson & Johnson	—	EXIT	清仓
50	BLKCHF	Blackrock INC	—	EXIT	清仓