180 Wealth Advisors, LLC — Q3 2019 13F 持股

Name: 180 Wealth Advisors, LLC — 13F Holdings, Q3 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730817

申報總市值

US$10.0億

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本季完整持股清單

僅顯示前 200 大持股（共 253 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	MSFT	Microsoft CORP	股票-科技	6.13%	—	+1.60%
2	AMZN	Amazon.com INC	股票-循環性消費	2.93%	+0.02%	+0.45%
3	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.68%	—	+9.03%
4	AAPL	Apple INC	股票-科技	2.54%	-0.08%	+9.53%
5	BA	Boeing Co/the	股票-工業	2.26%	—	-7.67%
6	DGRO	Ishares Core Dividend Growth	ETF-其他	2.20%	—	+5.40%
7	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.18%	—	+1.80%
8	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.82%	—	+13.60%
9	COST	Costco Wholesale CORP	股票-非循環性消費	1.57%	—	-4.96%
10	HDV	Ishares Core High Dividend E	ETF-其他	1.53%	—	-4.49%
11	SBUX	Starbucks CORP	股票-循環性消費	1.52%	—	+1.64%
12	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.49%	—	+4.20%
13	CVX	Chevron CORP	股票-能源	1.45%	—	-6.07%
14	IDV	Ishares International Select	ETF-其他	1.38%	—	+2.87%
15	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.33%	+0.02%	+1.61%
16	IOO	Ishares Global 100 ETF	ETF-其他	1.27%	—	+23.62%
17	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.12%	—	+8.71%
18	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.02%	-0.03%	+12.77%
19	JNJ	Johnson & Johnson	股票-醫療保健	0.99%	—	-17.08%
20	T	At&t INC	股票-通訊服務	0.95%	—	-1.11%
21	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.95%	+0.11%	+1.61%
22	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.90%	—	-9.38%
23	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.90%	—	+0.79%
24	WMT	Walmart INC	股票-非循環性消費	0.88%	—	+1.59%
25	PFE	Pfizer INC	股票-醫療保健	0.87%	—	-6.99%
26	PG	Procter & Gamble Co/the	股票-非循環性消費	0.70%	—	-26.72%
27	V	Visa Inc-class A Shares	股票-金融	0.70%	—	+10.47%
28	VZ	Verizon Communications INC	股票-通訊服務	0.70%	—	-2.33%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.70%	—	-17.27%
30	LMT	Lockheed Martin CORP	股票-工業	0.68%	—	+0.78%
31	REET	Ishares Global Reit ETF	ETF-其他	0.68%	—	+8.14%
32	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.66%	—	-11.55%
33	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.65%	—	-15.45%
34	META	Meta Platforms Inc-class A	股票-通訊服務	0.64%	—	+9.28%
35	HD	Home Depot INC	股票-循環性消費	0.64%	—	-0.57%
36	CSCO	Cisco Systems INC	股票-科技	0.62%	—	+13.97%
37	MDT	Medtronic plc	股票-醫療保健	0.62%	-0.31%	+35.46%
38	UTXZ	United Tech CORP	股票-其他	0.61%	—	-2.56%
39	HON	Honeywell International INC	股票-工業	0.60%	—	+59.16%
40	RING	Ishares Msci Global Gold Min	ETF-避險與商品	0.59%	-0.47%	+4.30%
41	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.59%	—	-11.44%
42	MRK	Merck & Co. INC.	股票-醫療保健	0.59%	—	-0.72%
43	TMO	Thermo Fisher Scientific INC	股票-醫療保健	0.59%	—	+7.35%
44	XOM	Exxon Mobil CORP	股票-能源	0.58%	-0.21%	-17.77%
45	TYGEUR	Tortoise Energy Infrastruct	股票-其他	0.57%	—	+40.67%
46	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.56%	—	+226.62%
47	DWX	State Street Spdr S&p Intern	ETF-其他	0.55%	—	-25.54%
48	DIS	Walt Disney Co/the	股票-通訊服務	0.54%	—	+8.31%
49	UNP	Union Pacific CORP	股票-工業	0.52%	—	-3.58%
50	CB	Chubb Limited	股票-金融	0.50%	—	-13.36%

1–50 of 200

本季持股變動

180 Wealth Advisors, LLC 於截至 Q3 2019 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	AAPL	Apple INC	+0.5%	+9.53%	加碼
2	VYM	Vanguard High Dvd Yield ETF	+0.4%	+226.62%	加碼
3	IOO	Ishares Global 100 ETF	+0.2%	+23.62%	加碼
4	VIG	Vanguard Dividend Apprec ETF	+0.2%	+9.03%	加碼
5	IUSV	Ishares Core S&p U.s. Value	+0.2%	+13.60%	加碼
6	HON	Honeywell International INC	+0.2%	+59.16%	加碼
7	MDT	Medtronic plc	+0.2%	+35.46%	加碼
8	XECEUR	Cimarex Energy Co	+0.1%	+133.46%	加碼
9	DG	Dollar General CORP	+0.1%	+11.98%	加碼
10	DGRO	Ishares Core Dividend Growth	+0.1%	+5.40%	加碼
11	VWO	Vanguard Ftse Emerging Marke	+0.1%	+12.77%	加碼
12	MSFT	Microsoft CORP	+0.1%	+1.60%	加碼
13	JPM	Jpmorgan Chase & Co	-0.1%	-17.27%	減碼
14	DVYE	Ishares Emerging Markets Div	-0.1%	-34.38%	減碼
15	PFE	Pfizer INC	-0.1%	-6.99%	減碼
16	ITOT	Ishares Core S&p Total U.s.	-0.1%	-15.45%	減碼
17	SBUX	Starbucks CORP	-0.2%	+1.64%	加碼
18	DWX	State Street Spdr S&p Intern	-0.2%	-25.54%	減碼
19	XOM	Exxon Mobil CORP	-0.2%	-17.77%	減碼
20	CVX	Chevron CORP	-0.2%	-6.07%	減碼
21	TD	Toronto-dominion Bank	-0.2%	-36.37%	減碼
22	JNJ	Johnson & Johnson	-0.2%	-17.08%	減碼
23	PG	Procter & Gamble Co/the	-0.2%	-26.72%	減碼
24	AMZN	Amazon.com INC	-0.3%	+0.45%	加碼
25	BAC	Bank Of America CORP	-0.3%	-49.14%	減碼
26	VLO	Valero Energy CORP	—	EXIT	清倉
27	JNJ	Johnson & Johnson	—	NEW	新建倉
28	NBL2EUR	Noble Energy INC	—	EXIT	清倉
29	CNP	Centerpoint Energy INC	—	NEW	新建倉
30	TRV	Travelers Cos Inc/the	—	EXIT	清倉
31	TPR	Tapestry INC	—	NEW	新建倉
32	ETRA	E*trade Financial CORP	—	NEW	新建倉
33	FE	Firstenergy CORP	—	EXIT	清倉
34	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清倉
35	KEY	Keycorp	—	NEW	新建倉
36	✓		—	NEW	新建倉
37	VOE	Vanguard Mid-cap Value ETF	—	NEW	新建倉
38	BHP	Bhp Group Ltd-spon Adr	—	EXIT	清倉
39	UPS	United Parcel Service-cl B	—	NEW	新建倉
40	CMI	Cummins INC	—	EXIT	清倉
41	STZ	Constellation Brands Inc-a	—	EXIT	清倉
42	SHOP	Shopify INC - Class A	—	NEW	新建倉
43	NOC	Northrop Grumman CORP	—	NEW	新建倉
44	DPZ	Domino's Pizza INC	—	NEW	新建倉
45	FNCL	Fidelity Msci Financial Indx	—	EXIT	清倉
46	TSM	Taiwan Semiconductor-sp Adr	—	NEW	新建倉
47	VGSH	Vanguard Short-term Treasury	—	NEW	新建倉
48	VBR	Vanguard Small-cap Value ETF	—	NEW	新建倉
49	CSX	Csx CORP	—	EXIT	清倉
50	RIO	Rio Tinto Plc-spon Adr	—	EXIT	清倉