CIK: 0001730817
申報總市值
US$10.0億
申報季度: 2026-06-30 · 持股檔數: 493
180 WEALTH ADVISORS, LLC在最新一期 13F 報告中揭露了 493 項持股，申報期為 2026-06-30，總持股市值約為 US$10.0億，季度換手率為 23.9%。
180 Wealth Advisors, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.010——換算下來相當於約 102 個等權重部位，明顯低於其實際揭露的 493 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 1.94），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 67%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
加碼 MNKD
+15.6% US$1061.4萬
加碼 LRCX
-1.4% US$608.4萬
減碼 SLVP
-0.7% -US$255.5萬
減碼 RING
-3.7% -US$287.1萬
清倉 TGT
加碼 CRWD
-1.3% US$504.6萬
僅顯示前 200 大持股（共 493 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-循環性消費 | 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-避險與商品 | 1.62% | -0.51% | -0.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.11% | -0.70% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.08% | -2.15% | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 1.31% | +0.02% | +1.24% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 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-避險與商品 | 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-避險與商品 | 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-通訊服務 | 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-醫療保健 | 0.87% | +0.12% | +0.34% | |
| 26 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.87% | -0.40% | -1.61% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 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-非循環性消費 | 0.71% | — | -1.49% | |
| 31 | AXON | Axon Enterprise INC | 股票-工業 | 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-非循環性消費 | 0.67% | — | -1.02% | |
| 36 | ILMN | Illumina INC | 股票-醫療保健 | 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-醫療保健 | 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-醫療保健 | 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績效
+0.4%
近4個季度績效
+26.2%
根據可取得價格的持股（佔申報價值的72%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-06-30 | 493 | US$10.0億 | 24 | |
| 2026-03-31 | 472 | US$8.8億 | 17 | |
| 2025-12-31 | 471 | US$8.8億 | 16 | |
| 2025-09-30 | 455 | US$8.2億 | 31 | |
| 2025-06-30 | 426 | US$7.2億 | 0 | |
| 2025-03-31 | 413 | US$6.3億 | 100 | |
| 2024-12-31 | 430 | US$6.4億 | 0 | |
| 2024-09-30 | 445 | US$6.4億 | 0 | |
| 2024-06-30 | 434 | US$6.1億 | 0 | |
| 2024-03-31 | 404 | US$5.6億 | 0 | |
| 2023-12-31 | 385 | US$5.0億 | 0 | |
| 2023-09-30 | 373 | US$4.4億 | 0 | |
| 2023-06-30 | 365 | US$4.6億 | 0 | |
| 2023-03-31 | 365 | US$4.3億 | 0 | |
| 2022-12-31 | 366 | US$4.3億 | 0 | |
| 2022-09-30 | 356 | US$3.6億 | 0 | |
| 2022-06-30 | 368 | US$3.9億 | 0 | |
| 2022-03-31 | 375 | US$4.6億 | 0 | |
| 2021-12-31 | 382 | US$4.5億 | 0 | |
| 2021-09-30 | 388 | US$4.5億 | 0 | |
| 2021-06-30 | 371 | US$4.4億 | 100 | |
| 2021-03-31 | 344 | US$4.0億 | 23 | |
| 2020-12-31 | 311 | US$3.5億 | 31 | |
| 2020-09-30 | 265 | US$2.7億 | 15 | |
| 2020-06-30 | 261 | US$2.5億 | 39 | |
| 2020-03-31 | 220 | US$1.9億 | 32 | |
| 2019-12-31 | 263 | US$2.5億 | 24 | |
| 2019-09-30 | 253 | US$2.3億 | 19 | |
| 2019-06-30 | 247 | US$2.2億 | 16 | |
| 2019-03-31 | 250 | US$2.2億 | 34 | |
| 2018-12-31 | 253 | US$2.1億 | 1 | |
| 2018-09-30 | 254 | US$2.2億 | 25 | |
| 2018-06-30 | 242 | US$2.0億 | 33 | |
| 2018-03-31 | 229 | US$1.9億 | 28 | |
| 2017-12-31 | 239 | US$2.0億 | — |
180 Wealth Advisors, LLC 在 2026-06-30 最顯著的持倉異動： 清倉: Target CORP (TGT); 新建倉: AstraZeneca PLC (AZN); 新建倉: Bunge Global SA (BG); 新建倉: Valero Energy CORP (VLO); 新建倉: Archer-daniels-midland Co (ADM).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MNKD | Mannkind CORP | +0.9% | +15.57% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.5% | -1.41% | 減碼 |
| 3 | CRWD | Crowdstrike Holdings INC - A | +0.4% | -1.34% | 減碼 |
| 4 | AMAT | Applied Materials INC | +0.4% | -1.99% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.4% | -2.60% | 減碼 |
| 6 | INTC | Intel CORP | +0.4% | -33.71% | 減碼 |
| 7 | AZN | AstraZeneca PLC | +0.4% | NEW | 新建倉 |
| 8 | ARM | Arm Holdings Plc-adr | +0.4% | -1.29% | 減碼 |
| 9 | MU | Micron Technology INC | +0.3% | -11.17% | 減碼 |
| 10 | BG | Bunge Global SA | +0.3% | NEW | 新建倉 |
| 11 | TWLO | Twilio INC - A | +0.3% | -6.96% | 減碼 |
| 12 | OUST | Ouster INC | +0.3% | -0.89% | 減碼 |
| 13 | SNOW | Snowflake INC | +0.2% | -0.07% | 減碼 |
| 14 | AXON | Axon Enterprise INC | +0.2% | +24.30% | 加碼 |
| 15 | MRVL | Marvell Technology INC | +0.2% | +0.82% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.83% | 減碼 |
| 17 | OGN | Organon & Co | +0.2% | -0.70% | 減碼 |
| 18 | VLO | Valero Energy CORP | +0.1% | NEW | 新建倉 |
| 19 | ILMN | Illumina INC | +0.1% | -0.76% | 減碼 |
| 20 | GLW | Corning INC | +0.1% | -4.65% | 減碼 |
| 21 | PANW | Palo Alto Networks INC | +0.1% | -3.50% | 減碼 |
| 22 | ADM | Archer-daniels-midland Co | +0.1% | NEW | 新建倉 |
| 23 | AVGO | Broadcom INC | +0.1% | -1.65% | 減碼 |
| 24 | GRAL | Grail INC | +0.1% | +0.34% | 加碼 |
| 25 | QCOM | Qualcomm INC | +0.1% | -0.18% | 減碼 |
| 26 | CAT | Caterpillar INC | +0.1% | +2.73% | 加碼 |
| 27 | KEYS | Keysight Technologies In | +0.1% | NEW | 新建倉 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | 減碼 |
| 29 | QLD | Proshares Ultra Qqq | +0.1% | +29.40% | 加碼 |
| 30 | P | Everpure Inc-a | +0.1% | +3.27% | 加碼 |
| 31 | NXPI | NXP Semiconductors N.V. | +0.1% | -3.05% | 減碼 |
| 32 | NVTS | Navitas Semiconductor CORP | +0.1% | -2.62% | 減碼 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -2.15% | 減碼 |
| 34 | GEV | GE Vernova INC | +0.1% | +1.40% | 加碼 |
| 35 | AMZN | Amazon.com INC | 0% | -0.24% | 減碼 |
| 36 | TSLA | Tesla INC | 0% | +1.24% | 加碼 |
| 37 | VIGI | Vanguard Int Div App Indx Fd | 0% | +11.59% | 加碼 |
| 38 | DFAI | Dimensional International Co | 0% | +7.57% | 加碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.80% | 加碼 |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.49% | 減碼 |
| 41 | AAPL | Apple INC | -0.1% | -3.24% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -2.50% | 減碼 |
| 43 | XLE | Ss Energy Select Sector | -0.2% | -5.27% | 減碼 |
| 44 | GDX | Vaneck Gold Miners ETF | -0.3% | +2.45% | 加碼 |
| 45 | MDT | Medtronic plc | -0.3% | -74.98% | 減碼 |
| 46 | SIVR | Abrdn Physical Silver Shares | -0.4% | -1.61% | 減碼 |
| 47 | SGOL | Abrdn Physical Gold Shares | -0.4% | -1.33% | 減碼 |
| 48 | TGT | Target CORP | -0.5% | EXIT | 清倉 |
| 49 | RING | Ishares Msci Global Gold Min | -0.5% | -3.70% | 減碼 |
| 50 | SLVP | Ishares Msci Global Silver A | -0.5% | -0.67% | 減碼 |
| 季度 | 申報日期 | 類型 | 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 |
資產規模相近的機構
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資料過舊，未更新
前五大持倉重疊 5/5 檔，同樣重倉 Nvidia CORP