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Exit Wealth Advisors, LLC.

SEC CIK
0002082744
最新申報
2026/8/11

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/10 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
125
較 2025 年第 3 季 +1
總值
$1.69 億
較 2025 年第 3 季 +$1,922 萬 (+12.8%)
申報日
2026/2/10
SEC
Exit Wealth Advisors, LLC. 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF132,744$1,213 萬7.2%+58,960+79.9%加碼–
TSLATesla, Inc.Stock21,396$962.2 萬5.7%+1,726+8.8%加碼歷史
IAUiShares Gold TrustETF114,750$931.4 萬5.5%+6,408+5.9%加碼歷史
MSFTMicrosoft CorpStock16,051$776.3 萬4.6%+281+1.8%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA143,494$722.1 萬4.3%+71,918+100.5%加碼–
AAPLApple Inc.Stock22,538$612.7 萬3.6%+7,496+49.8%加碼歷史
SLViShares Silver TrustETF85,477$550.6 萬3.3%−55,930−39.6%減碼歷史
NVDANVIDIA CorpStock28,854$538.1 萬3.2%+2,596+9.9%加碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF120,890$468.2 萬2.8%+120,890新進歷史
Invesco QQQ Trust Series I46090E103ETF6,655$408.8 萬2.4%+1,277+23.7%加碼–
AMZNAmazon Com IncStock17,412$401.9 萬2.4%+753+4.5%加碼歷史
iShares Tr464287390LATN AMER 40 ETF113,759$346.4 萬2.0%+6,571+6.1%加碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER122,694$290.2 萬1.7%−4,905−3.8%減碼歷史
MOAltria Group, Inc.Stock44,691$257.7 萬1.5%+37,417+514.4%加碼歷史
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL43,161$253.6 萬1.5%+43,161新進歷史
BMYBristol Myers Squibb CoStock45,996$248.1 萬1.5%+45,996新進歷史
MEDPMedpace Holdings, Inc.COM4,249$238.6 萬1.4%+3,391+395.2%加碼歷史
Vanguard S&P 500 ETF922908363ETF3,697$231.9 萬1.4%+537+17.0%加碼–
WDCWestern Digital CorpCOM13,309$229.3 萬1.4%+13,309新進歷史
iShares Tr464288513IBOXX HI YD ETF28,320$228.3 萬1.3%+28,320新進–
LRCXLam Research CorpStock13,176$225.5 萬1.3%+13,176新進歷史
MPLXMPLX LPCOM UNIT REP LTD41,346$220.7 萬1.3%+41,346新進歷史
ADBEAdobe Inc.Stock6,172$216.0 萬1.3%+6,172新進歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF18,932$208.6 萬1.2%+13,185+229.4%加碼–
ANETArista Networks, Inc.Stock15,503$203.1 萬1.2%+769+5.2%加碼歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD73,603$198.9 萬1.2%+73,603新進歷史
UGAUnited States Gasoline Fund, LPUNITS31,794$196.3 萬1.2%−16,103−33.6%減碼歷史
GOOGAlphabet Inc.Stock5,456$171.2 萬1.0%+10.0%加碼歷史
GOOGLAlphabet Inc.Stock5,356$167.7 萬1.0%+205+4.0%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH45,316$166.9 萬1.0%+27,966+161.2%加碼–
INSPInspire Medical Systems, Inc.COM16,230$149.7 萬0.9%+16,230新進歷史
AAAUGoldman Sachs Physical Gold ETFUNIT31,334$133.3 萬0.8%00.0%不變歷史
VIRTVirtu Financial, Inc.CL A38,331$127.7 萬0.8%+38,331新進歷史
VVXV2X, Inc.COM22,761$124.2 萬0.7%+22,761新進歷史
SAMBoston Beer Co IncCL A6,243$121.8 萬0.7%+4,571+273.4%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,216$119.1 萬0.7%−9,228−59.8%減碼–
ATKRAtkore Inc.COM18,812$119.0 萬0.7%+18,812新進歷史
Alps ETF Tr00162Q452ALERIAN MLP24,255$114.0 萬0.7%−694−2.8%減碼–
GBTCGrayscale Bitcoin Trust ETFETF15,706$107.4 萬0.6%−1,353−7.9%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F13,160$99.3 萬0.6%−651−4.7%減碼–
iShares Tips Bond ETF464287176ETF8,290$91.1 萬0.5%+1,819+28.1%加碼–
iShares Tr464288588MBS ETF8,919$84.9 萬0.5%+1,169+15.1%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF10,530$84.5 萬0.5%+62+0.6%加碼–
DNNDenison Mines Corp.COM306,826$81.6 萬0.5%+306,826新進歷史
SEDGSolaredge Technologies, Inc.COM28,243$81.5 萬0.5%+620+2.2%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS85,116$81.4 萬0.5%+6,313+8.0%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW28,400$79.7 萬0.5%+18,677+192.1%加碼歷史
SPOTSpotify Technology S.A.Stock1,311$76.1 萬0.5%+188+16.7%加碼歷史
CLSCelestica IncStock2,563$75.8 萬0.4%−1,009−28.2%減碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT15,352$73.0 萬0.4%−7,538−32.9%減碼歷史
iShares Tr464287150CORE S&P TTL STK4,659$69.3 萬0.4%+413+9.7%加碼–
iShares Tr464287739U.S. REAL ES ETF7,270$68.3 萬0.4%+3,447+90.2%加碼–
PDDPDD Holdings Inc.SPONSORED ADS5,974$67.7 萬0.4%+5,974新進歷史
SESea LtdSPONSORD ADS5,295$67.5 萬0.4%+417+8.5%加碼歷史
TDCTeradata CorpStock21,435$65.2 萬0.4%+21,435新進歷史
STNEStoneCo Ltd.COM43,016$63.6 萬0.4%+43,016新進歷史
TMETencent Music Entertainment GroupSPON ADS35,994$63.1 萬0.4%+35,994新進歷史
COINCoinbase Global, Inc.COM CL A2,778$62.8 萬0.4%+278+11.1%加碼歷史
ETHEGrayscale Ethereum Staking ETFETF24,722$60.2 萬0.4%−7,770−23.9%減碼歷史
NIONIO Inc.ADR110,782$56.5 萬0.3%+110,782新進歷史
iShares Core S&P Mid-Cap ETF464287507ETF8,555$56.5 萬0.3%−388−4.3%減碼–
GSOLGrayscale Solana Staking ETFCOM60,652$55.2 萬0.3%+60,652新進歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF7,029$54.6 萬0.3%+1,858+35.9%加碼–
BRK.BBerkshire Hathaway IncStock1,086$54.6 萬0.3%+49+4.7%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF7,843$54.5 萬0.3%+568+7.8%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF12,702$54.2 萬0.3%+2,600+25.7%加碼依 2 比 1 拆股換算–
HOODRobinhood Markets, Inc.Stock4,781$54.1 萬0.3%+413+9.5%加碼歷史
METAMeta Platforms, Inc.Stock809$53.4 萬0.3%+1+0.1%加碼歷史
BFHBread Financial Holdings, Inc.COM7,123$52.7 萬0.3%+7,123新進歷史
REVGREV Group, Inc.COM8,582$52.2 萬0.3%+8,582新進歷史
CNRCore Natural Resources, Inc.COM SHS5,889$52.1 萬0.3%+775+15.2%加碼歷史
JBHTHunt J B Transport Services IncCOM2,651$51.5 萬0.3%+2,651新進歷史
FOXFox CorpCL B COM7,921$51.4 萬0.3%+7,921新進歷史
PMPhilip Morris International Inc.Stock3,187$51.1 萬0.3%+16+0.5%加碼歷史
CMCSAComcast CorpStock17,039$50.9 萬0.3%+17,039新進歷史
AMDAdvanced Micro Devices IncStock2,317$49.6 萬0.3%+150+6.9%加碼歷史
EBAYeBay IncCOM5,509$48.0 萬0.3%+5,509新進歷史
HDHome Depot, Inc.Stock1,385$47.6 萬0.3%+5+0.4%加碼歷史
iShares S&P 500 Value ETF464287408ETF2,193$46.5 萬0.3%−494−18.4%減碼–
VNTVontier CorpStock12,324$45.8 萬0.3%+12,324新進歷史
VIPSVipshop Holdings LtdSPONSORED ADS A25,527$45.2 萬0.3%+25,527新進歷史
Invesco Nasdaq 100 ETF46138G649ETF1,783$45.1 萬0.3%−29−1.6%減碼–
SUPNSupernus Pharmaceuticals, Inc.COM8,651$43.0 萬0.3%+8,651新進歷史
POWIPower Integrations IncCOM12,074$42.9 萬0.3%+12,074新進歷史
IBMInternational Business Machines CorpStock1,439$42.6 萬0.3%+5+0.3%加碼歷史
KRKroger CoStock6,637$41.5 萬0.2%+1,230+22.7%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,257$41.1 萬0.2%+59+0.8%加碼歷史
RBB FD Inc74933W452F/M US TREASURY8,116$40.5 萬0.2%+8,116新進–
PLTRPalantir Technologies Inc.Stock2,264$40.2 萬0.2%−69−3.0%減碼歷史
Ea Series Trust02072L680STRIVE 500 ETF9,019$39.8 萬0.2%+25+0.3%加碼–
CRWDCrowdStrike Holdings, Inc.Stock843$39.5 萬0.2%+8+1.0%加碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD8,110$37.5 萬0.2%00.0%不變–
Vanguard Information Technology ETF92204A702ETF483$36.4 萬0.2%+54+12.6%加碼–
IBITiShares Bitcoin Trust ETFETF7,142$35.5 萬0.2%−15,679−68.7%減碼歷史
GLDSPDR Gold TrustETF849$33.6 萬0.2%+150+21.5%加碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF3,860$33.1 萬0.2%−4,133−51.7%減碼–
XOMExxonMobil Holdings CorpCOM2,751$33.1 萬0.2%−54−1.9%減碼歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW12,131$32.9 萬0.2%+12,131新進歷史
WMTWalmart Inc.Stock2,904$32.4 萬0.2%−317−9.8%減碼歷史
ETF Opportunities Trust26923N249REX-OSPREY SOL16,725$31.9 萬0.2%−35,649−68.1%減碼–

2025 年第 3 季之後清倉(39 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Exit Wealth Advisors, LLC. 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
FBTCFidelity Wise Origin Bitcoin FundSHS33,890$338.3 萬2.3%歷史
EXELExelixis, Inc.COM56,678$234.1 萬1.6%歷史
EXPEExpedia Group, Inc.Stock9,802$209.5 萬1.4%歷史
SNEXStoneX Group Inc.COM18,186$183.5 萬1.2%歷史
JBLJabil IncStock7,818$169.8 萬1.1%歷史
CRMSalesforce, Inc.Stock7,069$167.5 萬1.1%歷史
iShares Tr46428743220 YR TR BD ETF18,144$162.2 萬1.1%–
CLColgate Palmolive CoStock20,236$161.8 萬1.1%歷史
KTBKontoor Brands, Inc.Stock19,304$154.0 萬1.0%歷史
GNWGenworth Financial IncCOM SHS141,390$125.8 萬0.8%歷史
BHFBrighthouse Financial, Inc.COM23,417$124.3 萬0.8%歷史
VCVisteon CorpCOM NEW9,915$118.8 萬0.8%歷史
TPHTri Pointe Homes, Inc.COM33,955$115.3 萬0.8%歷史
CANCanaan Inc.SPONSORED ADS1,084,468$95.6 萬0.6%歷史
GRMNGarmin LtdSHS3,261$80.3 萬0.5%歷史
EHEHang Holdings LtdADS41,943$77.9 萬0.5%歷史
MMYTMakeMyTrip LtdStock7,765$72.7 萬0.5%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF30,478$63.8 萬0.4%–
ETHWBitwise Ethereum ETFSHS18,398$54.9 萬0.4%歷史
HCIHCI Group, Inc.COM2,619$50.3 萬0.3%歷史
MCYMercury General CorpCOM5,336$45.2 萬0.3%歷史
MMM3M CoStock2,833$44.0 萬0.3%歷史
MNSTMonster Beverage CorpCOM6,061$40.8 萬0.3%歷史
LADLithia Motors IncCOM1,243$39.3 萬0.3%歷史
VODVodafone Group Public Ltd CoADR33,235$38.6 萬0.3%歷史
TMUST-Mobile US, Inc.Stock1,572$37.6 萬0.3%歷史
PGNYProgyny, Inc.COM16,602$35.7 萬0.2%歷史
QFINQfin Holdings, Inc.AMERICAN DEP11,895$34.2 萬0.2%歷史
CADECadence BancorporationEQUITY US CM9,112$34.2 萬0.2%歷史
KMPRKEMPER CorpCOM6,542$33.7 萬0.2%歷史
MSTRStrategy IncStock844$27.2 萬0.2%歷史
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE6,736$26.3 萬0.2%–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,724$24.3 萬0.2%–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL2,254$22.4 萬0.1%–
TLNTalen Energy CorpCOM512$21.8 萬0.1%歷史
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH5,977$21.5 萬0.1%–
COSTCostco Wholesale CorpStock225$20.8 萬0.1%歷史
AVGOBroadcom Inc.Stock615$20.3 萬0.1%歷史
VSEEWVsee Health, Inc.*W EXP 99/99/99910,000$169<0.1%歷史