Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2025 年第 3 季到 2025 年第 4 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 40 檔
- 估計 +$3,963 萬
- 加碼
- 53 檔
- 估計 +$2,426 萬
- 減碼
- 28 檔
- 估計 −$1,477 萬
- 清倉
- 39 檔
- 估計 −$3,328 萬
總值從 $1.50 億變成 $1.69 億（+$1,922 萬 (+12.8%)），持股從 124 檔變成 125 檔（+1）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 年第 3 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 132,74473,784 | +58,960+79.9% | $1,213 萬$677.0 萬 | +$538.8 萬 | 7.2%4.5% | +2.66 |
| TSLATesla, Inc. | 加碼歷史 | 21,39619,670 | +1,726+8.8% | $962.2 萬$874.8 萬 | +$77.6 萬 | 5.7%5.8% | −0.15 |
| IAUiShares Gold Trust | 加碼歷史 | 114,750108,342 | +6,408+5.9% | $931.4 萬$788.4 萬 | +$52.0 萬 | 5.5%5.3% | +0.25 |
| MSFTMicrosoft Corp | 加碼歷史 | 16,05115,770 | +281+1.8% | $776.3 萬$816.8 萬 | +$13.6 萬 | 4.6%5.4% | −0.86 |
| WisdomTree Tr97717Y527 | 加碼– | 143,49471,576 | +71,918+100.5% | $722.1 萬$359.8 萬 | +$361.9 萬 | 4.3%2.4% | +1.87 |
| AAPLApple Inc. | 加碼歷史 | 22,53815,042 | +7,496+49.8% | $612.7 萬$383.0 萬 | +$203.8 萬 | 3.6%2.6% | +1.07 |
| SLViShares Silver Trust | 減碼歷史 | 85,477141,407 | −55,930−39.6% | $550.6 萬$599.1 萬 | −$360.3 萬 | 3.3%4.0% | −0.74 |
| NVDANVIDIA Corp | 加碼歷史 | 28,85426,258 | +2,596+9.9% | $538.1 萬$489.9 萬 | +$48.4 萬 | 3.2%3.3% | −0.09 |
| BTCGrayscale Bitcoin Mini Trust ETF | 新進歷史 | 120,8900 | +120,890 | $468.2 萬$0 | +$468.2 萬 | 2.8%0.0% | +2.77 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 6,6555,378 | +1,277+23.7% | $408.8 萬$322.9 萬 | +$78.5 萬 | 2.4%2.2% | +0.26 |
| AMZNAmazon Com Inc | 加碼歷史 | 17,41216,659 | +753+4.5% | $401.9 萬$365.8 萬 | +$17.4 萬 | 2.4%2.4% | −0.06 |
| iShares Tr464287390 | 加碼– | 113,759107,188 | +6,571+6.1% | $346.4 萬$309.7 萬 | +$20.0 萬 | 2.0%2.1% | −0.02 |
| PSLVSprott Physical Silver Trust | 減碼歷史 | 122,694127,599 | −4,905−3.8% | $290.2 萬$200.3 萬 | −$11.6 萬 | 1.7%1.3% | +0.38 |
| MOAltria Group, Inc. | 加碼歷史 | 44,6917,274 | +37,417+514.4% | $257.7 萬$48.1 萬 | +$215.7 萬 | 1.5%0.3% | +1.20 |
| BITWBitwise 10 Crypto Index ETF | 新進歷史 | 43,1610 | +43,161 | $253.6 萬$0 | +$253.6 萬 | 1.5%0.0% | +1.50 |
| BMYBristol Myers Squibb Co | 新進歷史 | 45,9960 | +45,996 | $248.1 萬$0 | +$248.1 萬 | 1.5%0.0% | +1.47 |
| MEDPMedpace Holdings, Inc. | 加碼歷史 | 4,249858 | +3,391+395.2% | $238.6 萬$44.1 萬 | +$190.5 萬 | 1.4%0.3% | +1.12 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 3,6973,160 | +537+17.0% | $231.9 萬$193.5 萬 | +$33.7 萬 | 1.4%1.3% | +0.08 |
| WDCWestern Digital Corp | 新進歷史 | 13,3090 | +13,309 | $229.3 萬$0 | +$229.3 萬 | 1.4%0.0% | +1.36 |
| iShares Tr464288513 | 新進– | 28,3200 | +28,320 | $228.3 萬$0 | +$228.3 萬 | 1.3%0.0% | +1.35 |
| LRCXLam Research Corp | 新進歷史 | 13,1760 | +13,176 | $225.5 萬$0 | +$225.5 萬 | 1.3%0.0% | +1.33 |
| MPLXMPLX LP | 新進歷史 | 41,3460 | +41,346 | $220.7 萬$0 | +$220.7 萬 | 1.3%0.0% | +1.30 |
| ADBEAdobe Inc. | 新進歷史 | 6,1720 | +6,172 | $216.0 萬$0 | +$216.0 萬 | 1.3%0.0% | +1.28 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 18,9325,747 | +13,185+229.4% | $208.6 萬$64.1 萬 | +$145.3 萬 | 1.2%0.4% | +0.81 |
| ANETArista Networks, Inc. | 加碼歷史 | 15,50314,734 | +769+5.2% | $203.1 萬$214.7 萬 | +$10.1 萬 | 1.2%1.4% | −0.23 |
| UUPInvesco DB US Dollar Index Bullish Fund | 新進歷史 | 73,6030 | +73,603 | $198.9 萬$0 | +$198.9 萬 | 1.2%0.0% | +1.18 |
| UGAUnited States Gasoline Fund, LP | 減碼歷史 | 31,79447,897 | −16,103−33.6% | $196.3 萬$308.9 萬 | −$99.4 萬 | 1.2%2.1% | −0.90 |
| GOOGAlphabet Inc. | 加碼歷史 | 5,4565,455 | +10.0% | $171.2 萬$132.8 萬 | +$313.82 | 1.0%0.9% | +0.13 |
| GOOGLAlphabet Inc. | 加碼歷史 | 5,3565,151 | +205+4.0% | $167.7 萬$125.2 萬 | +$6.42 萬 | 1.0%0.8% | +0.16 |
| DBX ETF Tr233051432 | 加碼– | 45,31617,350 | +27,966+161.2% | $166.9 萬$64.4 萬 | +$103.0 萬 | 1.0%0.4% | +0.56 |
| INSPInspire Medical Systems, Inc. | 新進歷史 | 16,2300 | +16,230 | $149.7 萬$0 | +$149.7 萬 | 0.9%0.0% | +0.88 |
| AAAUGoldman Sachs Physical Gold ETF | 不變歷史 | 31,33431,334 | 00.0% | $133.3 萬$119.4 萬 | $0 | 0.8%0.8% | −0.01 |
| VIRTVirtu Financial, Inc. | 新進歷史 | 38,3310 | +38,331 | $127.7 萬$0 | +$127.7 萬 | 0.8%0.0% | +0.76 |
| VVXV2X, Inc. | 新進歷史 | 22,7610 | +22,761 | $124.2 萬$0 | +$124.2 萬 | 0.7%0.0% | +0.73 |
| SAMBoston Beer Co Inc | 加碼歷史 | 6,2431,672 | +4,571+273.4% | $121.8 萬$35.3 萬 | +$89.2 萬 | 0.7%0.2% | +0.48 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 6,21615,444 | −9,228−59.8% | $119.1 萬$293.0 萬 | −$176.8 萬 | 0.7%2.0% | −1.25 |
| ATKRAtkore Inc. | 新進歷史 | 18,8120 | +18,812 | $119.0 萬$0 | +$119.0 萬 | 0.7%0.0% | +0.70 |
| Alps ETF Tr00162Q452 | 減碼– | 24,25524,949 | −694−2.8% | $114.0 萬$117.1 萬 | −$3.26 萬 | 0.7%0.8% | −0.11 |
| GBTCGrayscale Bitcoin Trust ETF | 減碼歷史 | 15,70617,059 | −1,353−7.9% | $107.4 萬$153.1 萬 | −$9.25 萬 | 0.6%1.0% | −0.39 |
| Vanguard Star FDS921909768 | 減碼– | 13,16013,811 | −651−4.7% | $99.3 萬$101.5 萬 | −$4.91 萬 | 0.6%0.7% | −0.09 |
| iShares Tips Bond ETF464287176 | 加碼– | 8,2906,471 | +1,819+28.1% | $91.1 萬$72.0 萬 | +$20.0 萬 | 0.5%0.5% | +0.06 |
| iShares Tr464288588 | 加碼– | 8,9197,750 | +1,169+15.1% | $84.9 萬$73.7 萬 | +$11.1 萬 | 0.5%0.5% | +0.01 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 10,53010,468 | +62+0.6% | $84.5 萬$82.0 萬 | +$4,973.59 | 0.5%0.5% | −0.05 |
| DNNDenison Mines Corp. | 新進歷史 | 306,8260 | +306,826 | $81.6 萬$0 | +$81.6 萬 | 0.5%0.0% | +0.48 |
| SEDGSolaredge Technologies, Inc. | 加碼歷史 | 28,24327,623 | +620+2.2% | $81.5 萬$102.2 萬 | +$1.79 萬 | 0.5%0.7% | −0.20 |
| TIGRUP Fintech Holding Ltd | 加碼歷史 | 85,11678,803 | +6,313+8.0% | $81.4 萬$84.1 萬 | +$6.04 萬 | 0.5%0.6% | −0.08 |
| ETHGrayscale Ethereum Staking Mini ETF | 加碼歷史 | 28,4009,723 | +18,677+192.1% | $79.7 萬$38.1 萬 | +$52.4 萬 | 0.5%0.3% | +0.22 |
| SPOTSpotify Technology S.A. | 加碼歷史 | 1,3111,123 | +188+16.7% | $76.1 萬$78.4 萬 | +$10.9 萬 | 0.5%0.5% | −0.07 |
| CLSCelestica Inc | 減碼歷史 | 2,5633,572 | −1,009−28.2% | $75.8 萬$88.0 萬 | −$29.8 萬 | 0.4%0.6% | −0.14 |
| BITBBitwise Bitcoin ETF | 減碼歷史 | 15,35222,890 | −7,538−32.9% | $73.0 萬$142.4 萬 | −$35.9 萬 | 0.4%0.9% | −0.52 |
| iShares Tr464287150 | 加碼– | 4,6594,246 | +413+9.7% | $69.3 萬$61.8 萬 | +$6.14 萬 | 0.4%0.4% | 0.00 |
| iShares Tr464287739 | 加碼– | 7,2703,823 | +3,447+90.2% | $68.3 萬$37.1 萬 | +$32.4 萬 | 0.4%0.2% | +0.16 |
| PDDPDD Holdings Inc. | 新進歷史 | 5,9740 | +5,974 | $67.7 萬$0 | +$67.7 萬 | 0.4%0.0% | +0.40 |
| SESea Ltd | 加碼歷史 | 5,2954,878 | +417+8.5% | $67.5 萬$87.2 萬 | +$5.32 萬 | 0.4%0.6% | −0.18 |
| TDCTeradata Corp | 新進歷史 | 21,4350 | +21,435 | $65.2 萬$0 | +$65.2 萬 | 0.4%0.0% | +0.39 |
| STNEStoneCo Ltd. | 新進歷史 | 43,0160 | +43,016 | $63.6 萬$0 | +$63.6 萬 | 0.4%0.0% | +0.38 |
| TMETencent Music Entertainment Group | 新進歷史 | 35,9940 | +35,994 | $63.1 萬$0 | +$63.1 萬 | 0.4%0.0% | +0.37 |
| COINCoinbase Global, Inc. | 加碼歷史 | 2,7782,500 | +278+11.1% | $62.8 萬$84.4 萬 | +$6.29 萬 | 0.4%0.6% | −0.19 |
| ETHEGrayscale Ethereum Staking ETF | 減碼歷史 | 24,72232,492 | −7,770−23.9% | $60.2 萬$111.4 萬 | −$18.9 萬 | 0.4%0.7% | −0.39 |
| NIONIO Inc. | 新進歷史 | 110,7820 | +110,782 | $56.5 萬$0 | +$56.5 萬 | 0.3%0.0% | +0.33 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 8,5558,943 | −388−4.3% | $56.5 萬$58.4 萬 | −$2.56 萬 | 0.3%0.4% | −0.06 |
| GSOLGrayscale Solana Staking ETF | 新進歷史 | 60,6520 | +60,652 | $55.2 萬$0 | +$55.2 萬 | 0.3%0.0% | +0.33 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 7,0295,171 | +1,858+35.9% | $54.6 萬$40.5 萬 | +$14.4 萬 | 0.3%0.3% | +0.05 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 1,0861,037 | +49+4.7% | $54.6 萬$52.1 萬 | +$2.46 萬 | 0.3%0.3% | −0.03 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 7,8437,275 | +568+7.8% | $54.5 萬$48.9 萬 | +$3.95 萬 | 0.3%0.3% | 0.00 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼依 2 比 1 拆股換算– | 12,70210,102 | +2,600+25.7% | $54.2 萬$44.1 萬 | +$11.1 萬 | 0.3%0.3% | +0.03 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 4,7814,368 | +413+9.5% | $54.1 萬$62.5 萬 | +$4.67 萬 | 0.3%0.4% | −0.10 |
| METAMeta Platforms, Inc. | 加碼歷史 | 809808 | +1+0.1% | $53.4 萬$59.3 萬 | +$660.2 | 0.3%0.4% | −0.08 |
| BFHBread Financial Holdings, Inc. | 新進歷史 | 7,1230 | +7,123 | $52.7 萬$0 | +$52.7 萬 | 0.3%0.0% | +0.31 |
| REVGREV Group, Inc. | 新進歷史 | 8,5820 | +8,582 | $52.2 萬$0 | +$52.2 萬 | 0.3%0.0% | +0.31 |
| CNRCore Natural Resources, Inc. | 加碼歷史 | 5,8895,114 | +775+15.2% | $52.1 萬$42.7 萬 | +$6.86 萬 | 0.3%0.3% | +0.02 |
| JBHTHunt J B Transport Services Inc | 新進歷史 | 2,6510 | +2,651 | $51.5 萬$0 | +$51.5 萬 | 0.3%0.0% | +0.30 |
| FOXFox Corp | 新進歷史 | 7,9210 | +7,921 | $51.4 萬$0 | +$51.4 萬 | 0.3%0.0% | +0.30 |
| PMPhilip Morris International Inc. | 加碼歷史 | 3,1873,171 | +16+0.5% | $51.1 萬$51.4 萬 | +$2,566.79 | 0.3%0.3% | −0.04 |
| CMCSAComcast Corp | 新進歷史 | 17,0390 | +17,039 | $50.9 萬$0 | +$50.9 萬 | 0.3%0.0% | +0.30 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 2,3172,167 | +150+6.9% | $49.6 萬$35.1 萬 | +$3.21 萬 | 0.3%0.2% | +0.06 |
| EBAYeBay Inc | 新進歷史 | 5,5090 | +5,509 | $48.0 萬$0 | +$48.0 萬 | 0.3%0.0% | +0.28 |
| HDHome Depot, Inc. | 加碼歷史 | 1,3851,380 | +5+0.4% | $47.6 萬$55.9 萬 | +$1,719.92 | 0.3%0.4% | −0.09 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 2,1932,687 | −494−18.4% | $46.5 萬$55.5 萬 | −$10.5 萬 | 0.3%0.4% | −0.10 |
| VNTVontier Corp | 新進歷史 | 12,3240 | +12,324 | $45.8 萬$0 | +$45.8 萬 | 0.3%0.0% | +0.27 |
| VIPSVipshop Holdings Ltd | 新進歷史 | 25,5270 | +25,527 | $45.2 萬$0 | +$45.2 萬 | 0.3%0.0% | +0.27 |
| Invesco Nasdaq 100 ETF46138G649 | 減碼– | 1,7831,812 | −29−1.6% | $45.1 萬$44.8 萬 | −$7,334.15 | 0.3%0.3% | −0.03 |
| SUPNSupernus Pharmaceuticals, Inc. | 新進歷史 | 8,6510 | +8,651 | $43.0 萬$0 | +$43.0 萬 | 0.3%0.0% | +0.25 |
| POWIPower Integrations Inc | 新進歷史 | 12,0740 | +12,074 | $42.9 萬$0 | +$42.9 萬 | 0.3%0.0% | +0.25 |
| IBMInternational Business Machines Corp | 加碼歷史 | 1,4391,434 | +5+0.3% | $42.6 萬$40.5 萬 | +$1,481.04 | 0.3%0.3% | −0.02 |
| KRKroger Co | 加碼歷史 | 6,6375,407 | +1,230+22.7% | $41.5 萬$36.4 萬 | +$7.69 萬 | 0.2%0.2% | 0.00 |
| BTIBritish American Tobacco p.l.c. | 加碼歷史 | 7,2577,198 | +59+0.8% | $41.1 萬$38.2 萬 | +$3,340.69 | 0.2%0.3% | −0.01 |
| RBB FD Inc74933W452 | 新進– | 8,1160 | +8,116 | $40.5 萬$0 | +$40.5 萬 | 0.2%0.0% | +0.24 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 2,2642,333 | −69−3.0% | $40.2 萬$42.6 萬 | −$1.23 萬 | 0.2%0.3% | −0.05 |
| Ea Series Trust02072L680 | 加碼– | 9,0198,994 | +25+0.3% | $39.8 萬$38.9 萬 | +$1,102.16 | 0.2%0.3% | −0.02 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 843835 | +8+1.0% | $39.5 萬$40.9 萬 | +$3,750.08 | 0.2%0.3% | −0.04 |
| WisdomTree Tr97717W422 | 不變– | 8,1108,110 | 00.0% | $37.5 萬$35.8 萬 | $0 | 0.2%0.2% | −0.02 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 483429 | +54+12.6% | $36.4 萬$32.1 萬 | +$4.07 萬 | 0.2%0.2% | 0.00 |
| IBITiShares Bitcoin Trust ETF | 減碼歷史 | 7,14222,821 | −15,679−68.7% | $35.5 萬$148.3 萬 | −$77.8 萬 | 0.2%1.0% | −0.78 |
| GLDSPDR Gold Trust | 加碼歷史 | 849699 | +150+21.5% | $33.6 萬$24.8 萬 | +$5.94 萬 | 0.2%0.2% | +0.03 |
| VanEck ETF Trust92189F106 | 減碼– | 3,8607,993 | −4,133−51.7% | $33.1 萬$61.1 萬 | −$35.5 萬 | 0.2%0.4% | −0.21 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 2,7512,805 | −54−1.9% | $33.1 萬$31.6 萬 | −$6,498.35 | 0.2%0.2% | −0.02 |
| BMNRBitmine Immersion Technologies, Inc. | 新進歷史 | 12,1310 | +12,131 | $32.9 萬$0 | +$32.9 萬 | 0.2%0.0% | +0.19 |
| WMTWalmart Inc. | 減碼歷史 | 2,9043,221 | −317−9.8% | $32.4 萬$33.2 萬 | −$3.53 萬 | 0.2%0.2% | −0.03 |
| ETF Opportunities Trust26923N249 | 減碼– | 16,72552,374 | −35,649−68.1% | $31.9 萬$167.6 萬 | −$67.9 萬 | 0.2%1.1% | −0.93 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。