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180 WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
180 WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0001730817
持仓数
472
前50大市值合计
$475.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 41
减持 57
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.4M
114,625
-1%
增持
MNKD
MANNKIND CORP
-$1.1M
1,485,335
+3%
增持
TSLA
TESLA INC
+$1.0M
30,392
+195%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
CMCSA
COMCAST CORP NEW
-$1.0M
92,467
-0%
减持
NVDA
NVIDIA CORPORATION
-$958.0K
29,457
-6%
减持
META
META PLATFORMS INC
-$810.0K
20,089
-9%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$706.0K
32,730
增持
IDV
ISHARES TR
-$558.0K
123,356
+1%
增持
GOOG
ALPHABET INC
-$545.0K
40,184
+1888%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$530.0K
48,328
-1%
减持
GLD
SPDR GOLD TR
-$524.0K
2,612
-53%
减持
DGRO
ISHARES TR
-$480.0K
93,401
-3%
减持
MRNA
MODERNA INC
-$471.0K
13,172
-3%
清仓
EQNR
EQUINOR ASA
-$463.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$457.0K
29,641
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$454.0K
5,246
-13%
增持
SIVR
ABRDN SILVER ETF TRUST
+$437.0K
109,185
+34%
增持
DFAU
DIMENSIONAL ETF TRUST
+$433.0K
25,650
+222%
减持
IUSV
ISHARES TR
-$420.0K
68,667
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$414.0K
39,228
+6%
增持
SGOL
ABRDN GOLD ETF TRUST
+$403.0K
249,762
+21%
增持
VYM
VANGUARD WHITEHALL FDS
-$399.0K
63,240
+2%
减持
CRM
SALESFORCE INC
-$396.0K
7,886
-13%
增持
EFV
ISHARES TR
-$390.0K
87,546
+1%
增持
GOOGL
ALPHABET INC
-$384.0K
36,869
+1951%
减持
IOO
ISHARES TR
-$380.0K
57,524
-2%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$376.0K
12,607
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$375.0K
18,738
+2%
减持
PLD
PROLOGIS INC.
-$349.0K
17,488
-1%
增持
BALL
BALL CORP
-$342.0K
16,318
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
-$341.0K
54,771
+1%
建仓
CXSE
WISDOMTREE TR
+$340.0K
10,781
清仓
EL
LAUDER ESTEE COS INC
-$340.0K
0
-100%
减持
—
MEDTRONIC PLC
-$336.0K
24,124
-3%
清仓
—
DUKE REALTY CORP
-$336.0K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$335.0K
3,294
增持
INTC
INTEL CORP
-$334.0K
39,827
+6%
清仓
BNO
UNITED STS BRENT OIL FD LP
-$333.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$327.0K
1,898
-18%
清仓
USO
UNITED STS OIL FD LP
-$327.0K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$325.0K
809
建仓
TAP
MOLSON COORS BEVERAGE CO
+$324.0K
6,749
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$318.0K
0
-100%
建仓
TGT
TARGET CORP
+$312.0K
2,105
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$310.0K
82,715
+3%
清仓
VFC
V F CORP
-$308.0K
0
-100%
减持
RHI
ROBERT HALF INTL INC
-$296.0K
27,682
-14%
建仓
BTI
BRITISH AMERN TOB PLC
+$294.0K
8,273
建仓
ILMN
ILLUMINA INC
+$290.0K
1,518
减持
ABBNY
ABB LTD
-$283.0K
29,719
-24%
增持
PATH
UIPATH INC
-$281.0K
146,359
+29%
清仓
FIVE
FIVE BELOW INC
-$281.0K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$281.0K
0
-100%
减持
IEFA
ISHARES TR
-$280.0K
35,998
-3%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$276.0K
0
-100%
清仓
DT
DYNATRACE INC
-$274.0K
0
-100%
增持
T
AT&T INC
-$272.0K
61,296
+8%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$272.0K
0
-100%
减持
MPC
MARATHON PETE CORP
-$268.0K
4,365
-47%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$266.0K
18,095
-10%
增持
LLY
LILLY ELI & CO
+$266.0K
2,577
+48%
清仓
MELI
MERCADOLIBRE INC
-$263.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$263.0K
51,271
-4%
减持
USMV
ISHARES TR
-$262.0K
35,584
-3%
增持
JNJ
JOHNSON & JOHNSON
-$258.0K
16,174
+0%
增持
BA
BOEING CO
-$257.0K
16,442
+2%
清仓
DWX
SPDR INDEX SHS FDS
-$254.0K
0
-100%
减持
F
FORD MTR CO DEL
-$252.0K
67,015
-24%
清仓
INTU
INTUIT
-$251.0K
0
-100%
减持
FDX
FEDEX CORP
-$250.0K
2,994
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$248.0K
29,720
+1%
清仓
—
AON PLC
-$245.0K
0
-100%
增持
—
EATON CORP PLC
+$245.0K
4,217
+69%
增持
GIS
GENERAL MLS INC
+$244.0K
31,852
+10%
增持
SNOW
SNOWFLAKE INC
+$241.0K
8,129
+3%
清仓
—
ACCENTURE PLC IRELAND
-$241.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$238.0K
2,045
增持
V
VISA INC
-$238.0K
11,040
+0%
增持
PFE
PFIZER INC
-$236.0K
38,440
+5%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$235.0K
1,060
减持
AMZN
AMAZON COM INC
+$234.0K
94,387
-1%
减持
STIP
ISHARES TR
-$233.0K
17,089
-7%
增持
NIO
NIO INC
-$232.0K
47,471
+3%
减持
HON
HONEYWELL INTL INC
-$232.0K
4,377
-20%
减持
FLOT
ISHARES TR
-$232.0K
10,730
-30%
减持
HDV
ISHARES TR
-$230.0K
14,464
-5%
建仓
AXP
AMERICAN EXPRESS CO
+$223.0K
1,651
建仓
DGRE
WISDOMTREE TR
+$221.0K
11,524
建仓
MMM
3M CO
+$217.0K
1,967
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$217.0K
124,332
-2%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$216.0K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$215.0K
1,705
减持
NTR
NUTRIEN LTD
-$215.0K
5,614
-35%
建仓
—
UBS GROUP AG
+$215.0K
14,845
增持
SLVP
ISHARES INC
+$214.0K
171,849
+31%
减持
EMR
EMERSON ELEC CO
-$214.0K
3,883
-37%
建仓
GPC
GENUINE PARTS CO
+$213.0K
1,429
清仓
XLV
SELECT SECTOR SPDR TR
-$213.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$213.0K
0
-100%
清仓
BIDU
BAIDU INC
-$213.0K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$210.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$210.0K
19,263
-0%
清仓
GNRC
GENERAC HLDGS INC
-$210.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$209.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$208.0K
4,195
-2%
清仓
UBER
UBER TECHNOLOGIES INC
-$207.0K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
-$206.0K
6,216
+3%
清仓
NEM
NEWMONT CORP
-$205.0K
0
-100%
清仓
XEVTX
EATON VANCE TAX ADVT DIV INC
-$205.0K
0
-100%
清仓
IWD
ISHARES TR
-$203.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$203.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$202.0K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$202.0K
0
-100%
建仓
—
CRISPR THERAPEUTICS AG
+$201.0K
3,073
减持
VOE
VANGUARD INDEX FDS
-$201.0K
15,063
-3%
清仓
VGT
VANGUARD WORLD FDS
-$200.0K
0
-100%
增持
MRK
MERCK & CO INC
-$198.0K
34,090
+1%
建仓
WBD
WARNER BROS DISCOVERY INC
+$196.0K
17,074
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$194.0K
43,222
增持
CVS
CVS HEALTH CORP
+$194.0K
23,819
+8%
减持
TJX
TJX COS INC NEW
+$193.0K
37,850
-2%
减持
PSTG
PURE STORAGE INC
+$191.0K
86,474
-2%
减持
IDXX
IDEXX LABS INC
-$190.0K
689
-40%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$187.0K
1,511
-39%
减持
—
CYBERARK SOFTWARE LTD
+$187.0K
10,738
-1%
减持
TM
TOYOTA MOTOR CORP
-$186.0K
2,616
-23%
增持
WMT
WALMART INC
+$186.0K
22,515
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$186.0K
6,359
+9%
增持
XLE
SELECT SECTOR SPDR TR
+$185.0K
7,374
+55%
减持
SONY
SONY GROUP CORPORATION
-$181.0K
3,302
-31%
增持
LMT
LOCKHEED MARTIN CORP
-$180.0K
7,092
+5%
减持
—
TOTALENERGIES SE
-$178.0K
8,464
-22%
减持
JPM
JPMORGAN CHASE & CO
-$176.0K
17,325
-1%
清仓
BCS
BARCLAYS PLC
-$175.0K
0
-100%
减持
TIP
ISHARES TR
-$174.0K
5,398
-16%
减持
—
APPHARVEST INC
-$172.0K
89,538
-6%
减持
—
BLACKROCK INC
-$170.0K
2,461
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$161.0K
10,405
-1%
增持
—
ELASTIC N V
+$158.0K
5,028
+76%
增持
BMO
BANK MONTREAL QUE
+$157.0K
4,305
+89%
减持
ET
ENERGY TRANSFER L P
+$152.0K
250,182
-4%
减持
—
LAM RESEARCH CORP
-$152.0K
2,510
-7%
增持
AVGO
BROADCOM INC
-$152.0K
7,782
+3%
减持
AI
C3 AI INC
-$151.0K
18,705
-7%
增持
DVN
DEVON ENERGY CORP NEW
+$150.0K
9,653
+24%
减持
CSCO
CISCO SYS INC
-$147.0K
44,455
-2%
减持
COST
COSTCO WHSL CORP NEW
-$146.0K
9,375
-0%
减持
LOW
LOWES COS INC
-$145.0K
13,681
-11%
增持
PEP
PEPSICO INC
+$144.0K
3,137
+44%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$144.0K
1,583
-24%