CIK: 0001730817
申报总市值
US$10.0亿
申报季度: 2026-06-30 · 持股只数: 493
180 WEALTH ADVISORS, LLC在最新一期 13F 报告中披露了 493 项持股，申报期为 2026-06-30，总持股市值约为 US$10.0亿，季度换手率为 23.9%。
180 Wealth Advisors, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.010——换算下来相当于约 102 个等权重仓位，明显低于其实际披露的 493 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.94），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 67%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 MNKD
+15.6% US$1061.4万
加仓 LRCX
-1.4% US$608.4万
减仓 SLVP
-0.7% -US$255.5万
减仓 RING
-3.7% -US$287.1万
清仓 TGT
加仓 CRWD
-1.3% US$504.6万
仅显示前 200 大持股（共 493 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 4.01% | — | -0.70% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | -0.06% | -2.49% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.80% | -0.08% | -3.24% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.40% | +0.02% | -0.24% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.19% | +0.12% | -1.65% | |
| 6 | MNKD | Mannkind CORP | 股票-其他 | 2.12% | +0.92% | +15.57% | |
| 7 | SLVP | Ishares Msci Global Silver A | ETF-避险与商品 | 1.62% | -0.51% | -0.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.38% | +0.11% | -0.70% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.31% | +0.08% | -2.15% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 1.31% | +0.02% | +1.24% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.30% | -0.03% | +0.80% | |
| 12 | BCX | Blackrock Resources & Commod | 股票-其他 | 1.23% | — | +0.57% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.22% | +0.53% | -1.41% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.20% | -0.40% | -1.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.17% | +0.20% | -2.83% | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-避险与商品 | 1.07% | -0.47% | -3.70% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.05% | +0.43% | -1.34% | |
| 18 | TWLO | Twilio INC - A | 股票-科技 | 1.04% | +0.27% | -6.96% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | — | -2.30% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | — | +3.23% | |
| 21 | AMAT | Applied Materials INC | 股票-科技 | 0.93% | +0.42% | -1.99% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | -5.12% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.90% | +0.41% | -33.71% | |
| 24 | DFAI | Dimensional International Co | ETF-其他 | 0.90% | +0.01% | +7.57% | |
| 25 | GRAL | Grail INC | 股票-医疗保健 | 0.87% | +0.12% | +0.34% | |
| 26 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.87% | -0.40% | -1.61% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.86% | -0.30% | +2.45% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.74% | +0.02% | +11.59% | |
| 29 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.72% | +0.37% | -1.29% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | -1.49% | |
| 31 | AXON | Axon Enterprise INC | 股票-工业 | 0.71% | +0.22% | +24.30% | |
| 32 | SNOW | Snowflake INC | 股票-科技 | 0.71% | +0.24% | -0.07% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.70% | +0.42% | -2.60% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.68% | — | -3.33% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | — | -1.02% | |
| 36 | ILMN | Illumina INC | 股票-医疗保健 | 0.61% | +0.13% | -0.76% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +5.50% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -1.14% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | +0.12% | -0.18% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | +0.63% | |
| 41 | PATH | Uipath INC - Class A | 股票-科技 | 0.57% | — | +0.07% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | -5.51% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.55% | — | -8.38% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.54% | -0.21% | -5.27% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.53% | — | -7.37% | |
| 46 | MU | Micron Technology INC | 股票-科技 | 0.51% | +0.32% | -11.17% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.50% | — | +1.22% | |
| 48 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.49% | — | +8.02% | |
| 49 | P | Everpure Inc-a | 股票-科技 | 0.49% | +0.09% | +3.27% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.21% | -2.50% |
Q3 2026表现
+0.4%
近4个季度表现
+26.2%
基于可获取价格的持仓（占申报价值的72%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-06-30 | 493 | US$10.0亿 | 24 | |
| 2026-03-31 | 472 | US$8.8亿 | 17 | |
| 2025-12-31 | 471 | US$8.8亿 | 16 | |
| 2025-09-30 | 455 | US$8.2亿 | 31 | |
| 2025-06-30 | 426 | US$7.2亿 | 0 | |
| 2025-03-31 | 413 | US$6.3亿 | 100 | |
| 2024-12-31 | 430 | US$6.4亿 | 0 | |
| 2024-09-30 | 445 | US$6.4亿 | 0 | |
| 2024-06-30 | 434 | US$6.1亿 | 0 | |
| 2024-03-31 | 404 | US$5.6亿 | 0 | |
| 2023-12-31 | 385 | US$5.0亿 | 0 | |
| 2023-09-30 | 373 | US$4.4亿 | 0 | |
| 2023-06-30 | 365 | US$4.6亿 | 0 | |
| 2023-03-31 | 365 | US$4.3亿 | 0 | |
| 2022-12-31 | 366 | US$4.3亿 | 0 | |
| 2022-09-30 | 356 | US$3.6亿 | 0 | |
| 2022-06-30 | 368 | US$3.9亿 | 0 | |
| 2022-03-31 | 375 | US$4.6亿 | 0 | |
| 2021-12-31 | 382 | US$4.5亿 | 0 | |
| 2021-09-30 | 388 | US$4.5亿 | 0 | |
| 2021-06-30 | 371 | US$4.4亿 | 100 | |
| 2021-03-31 | 344 | US$4.0亿 | 23 | |
| 2020-12-31 | 311 | US$3.5亿 | 31 | |
| 2020-09-30 | 265 | US$2.7亿 | 15 | |
| 2020-06-30 | 261 | US$2.5亿 | 39 | |
| 2020-03-31 | 220 | US$1.9亿 | 32 | |
| 2019-12-31 | 263 | US$2.5亿 | 24 | |
| 2019-09-30 | 253 | US$2.3亿 | 19 | |
| 2019-06-30 | 247 | US$2.2亿 | 16 | |
| 2019-03-31 | 250 | US$2.2亿 | 34 | |
| 2018-12-31 | 253 | US$2.1亿 | 1 | |
| 2018-09-30 | 254 | US$2.2亿 | 25 | |
| 2018-06-30 | 242 | US$2.0亿 | 33 | |
| 2018-03-31 | 229 | US$1.9亿 | 28 | |
| 2017-12-31 | 239 | US$2.0亿 | — |
180 Wealth Advisors, LLC 在 2026-06-30 最显著的持仓异动： 清仓: Target CORP (TGT); 新建仓: AstraZeneca PLC (AZN); 新建仓: Bunge Global SA (BG); 新建仓: Valero Energy CORP (VLO); 新建仓: Archer-daniels-midland Co (ADM).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MNKD | Mannkind CORP | +0.9% | +15.57% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.5% | -1.41% | 减仓 |
| 3 | CRWD | Crowdstrike Holdings INC - A | +0.4% | -1.34% | 减仓 |
| 4 | AMAT | Applied Materials INC | +0.4% | -1.99% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.4% | -2.60% | 减仓 |
| 6 | INTC | Intel CORP | +0.4% | -33.71% | 减仓 |
| 7 | AZN | AstraZeneca PLC | +0.4% | NEW | 新建仓 |
| 8 | ARM | Arm Holdings Plc-adr | +0.4% | -1.29% | 减仓 |
| 9 | MU | Micron Technology INC | +0.3% | -11.17% | 减仓 |
| 10 | BG | Bunge Global SA | +0.3% | NEW | 新建仓 |
| 11 | TWLO | Twilio INC - A | +0.3% | -6.96% | 减仓 |
| 12 | OUST | Ouster INC | +0.3% | -0.89% | 减仓 |
| 13 | SNOW | Snowflake INC | +0.2% | -0.07% | 减仓 |
| 14 | AXON | Axon Enterprise INC | +0.2% | +24.30% | 加仓 |
| 15 | MRVL | Marvell Technology INC | +0.2% | +0.82% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.83% | 减仓 |
| 17 | OGN | Organon & Co | +0.2% | -0.70% | 减仓 |
| 18 | VLO | Valero Energy CORP | +0.1% | NEW | 新建仓 |
| 19 | ILMN | Illumina INC | +0.1% | -0.76% | 减仓 |
| 20 | GLW | Corning INC | +0.1% | -4.65% | 减仓 |
| 21 | PANW | Palo Alto Networks INC | +0.1% | -3.50% | 减仓 |
| 22 | ADM | Archer-daniels-midland Co | +0.1% | NEW | 新建仓 |
| 23 | AVGO | Broadcom INC | +0.1% | -1.65% | 减仓 |
| 24 | GRAL | Grail INC | +0.1% | +0.34% | 加仓 |
| 25 | QCOM | Qualcomm INC | +0.1% | -0.18% | 减仓 |
| 26 | CAT | Caterpillar INC | +0.1% | +2.73% | 加仓 |
| 27 | KEYS | Keysight Technologies In | +0.1% | NEW | 新建仓 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | 减仓 |
| 29 | QLD | Proshares Ultra Qqq | +0.1% | +29.40% | 加仓 |
| 30 | P | Everpure Inc-a | +0.1% | +3.27% | 加仓 |
| 31 | NXPI | NXP Semiconductors N.V. | +0.1% | -3.05% | 减仓 |
| 32 | NVTS | Navitas Semiconductor CORP | +0.1% | -2.62% | 减仓 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -2.15% | 减仓 |
| 34 | GEV | GE Vernova INC | +0.1% | +1.40% | 加仓 |
| 35 | AMZN | Amazon.com INC | 0% | -0.24% | 减仓 |
| 36 | TSLA | Tesla INC | 0% | +1.24% | 加仓 |
| 37 | VIGI | Vanguard Int Div App Indx Fd | 0% | +11.59% | 加仓 |
| 38 | DFAI | Dimensional International Co | 0% | +7.57% | 加仓 |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.80% | 加仓 |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.49% | 减仓 |
| 41 | AAPL | Apple INC | -0.1% | -3.24% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -2.50% | 减仓 |
| 43 | XLE | Ss Energy Select Sector | -0.2% | -5.27% | 减仓 |
| 44 | GDX | Vaneck Gold Miners ETF | -0.3% | +2.45% | 加仓 |
| 45 | MDT | Medtronic plc | -0.3% | -74.98% | 减仓 |
| 46 | SIVR | Abrdn Physical Silver Shares | -0.4% | -1.61% | 减仓 |
| 47 | SGOL | Abrdn Physical Gold Shares | -0.4% | -1.33% | 减仓 |
| 48 | TGT | Target CORP | -0.5% | EXIT | 清仓 |
| 49 | RING | Ishares Msci Global Gold Min | -0.5% | -3.70% | 减仓 |
| 50 | SLVP | Ishares Msci Global Silver A | -0.5% | -0.67% | 减仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-09 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-16 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-01 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-01 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-12 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-07 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-12 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-25 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-27 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-09 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-17 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-15 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-06-01 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-13 | 13F-HR | 在 EDGAR 上查看 |
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数据过旧，未更新
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