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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NFENew Fortress Energy Inc. | COM CL A | 16,400 | $1.87 萬 | <0.1% | +16,400 | 新進 | 歷史 |
| SUIGSUI Group Holdings Ltd. | COM NEW | 13,000 | $2.17 萬 | <0.1% | +13,000 | 新進 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 28,597 | $13.5 萬 | 0.1% | −1,937−6.3% | 減碼 | – |
| VVisa Inc. | Stock | 573 | $20.1 萬 | 0.1% | −4,854−89.4% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 2,880 | $20.2 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 590 | $20.8 萬 | 0.1% | +590 | 新進 | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,006 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 657 | $21.2 萬 | 0.1% | +657 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,725 | $21.2 萬 | 0.1% | +1,725 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,051 | $21.6 萬 | 0.1% | +2,051 | 新進 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 6,539 | $22.1 萬 | 0.1% | +39+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,490 | $22.4 萬 | 0.1% | +34+0.8% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 258 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,770 | $23.5 萬 | 0.1% | −240−11.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,156 | $23.9 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,366 | $24.1 萬 | 0.1% | −1,748−42.5% | 減碼 | – |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 10,678 | $24.5 萬 | 0.1% | +10,678 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,401 | $25.7 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 10,410 | $26.0 萬 | 0.2% | −329−3.1% | 減碼 | – |
| SHOPShopify Inc. | Stock | 1,744 | $28.1 萬 | 0.2% | −18,958−91.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 1,859 | $29.1 萬 | 0.2% | −1,019−35.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,469 | $29.2 萬 | 0.2% | +4+0.3% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 1,830 | $29.9 萬 | 0.2% | +1,830 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,344 | $30.4 萬 | 0.2% | −1,748−28.7% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,221 | $31.7 萬 | 0.2% | +140+4.5% | 加碼 | – |
| ETF Opportunities Trust26923N249 | REX-OSPREY SOL | 16,725 | $31.9 萬 | 0.2% | −35,649−68.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,904 | $32.4 萬 | 0.2% | −317−9.8% | 減碼 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 12,131 | $32.9 萬 | 0.2% | +12,131 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,751 | $33.1 萬 | 0.2% | −54−1.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,860 | $33.1 萬 | 0.2% | −4,133−51.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 849 | $33.6 萬 | 0.2% | +150+21.5% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 7,142 | $35.5 萬 | 0.2% | −15,679−68.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 483 | $36.4 萬 | 0.2% | +54+12.6% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 8,110 | $37.5 萬 | 0.2% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 843 | $39.5 萬 | 0.2% | +8+1.0% | 加碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 9,019 | $39.8 萬 | 0.2% | +25+0.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,264 | $40.2 萬 | 0.2% | −69−3.0% | 減碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 8,116 | $40.5 萬 | 0.2% | +8,116 | 新進 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 7,257 | $41.1 萬 | 0.2% | +59+0.8% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,637 | $41.5 萬 | 0.2% | +1,230+22.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,439 | $42.6 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 12,074 | $42.9 萬 | 0.3% | +12,074 | 新進 | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 8,651 | $43.0 萬 | 0.3% | +8,651 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,783 | $45.1 萬 | 0.3% | −29−1.6% | 減碼 | – |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 25,527 | $45.2 萬 | 0.3% | +25,527 | 新進 | 歷史 |
| VNTVontier Corp | Stock | 12,324 | $45.8 萬 | 0.3% | +12,324 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,193 | $46.5 萬 | 0.3% | −494−18.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,385 | $47.6 萬 | 0.3% | +5+0.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 5,509 | $48.0 萬 | 0.3% | +5,509 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,317 | $49.6 萬 | 0.3% | +150+6.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 17,039 | $50.9 萬 | 0.3% | +17,039 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,187 | $51.1 萬 | 0.3% | +16+0.5% | 加碼 | 歷史 |
| FOXFox Corp | CL B COM | 7,921 | $51.4 萬 | 0.3% | +7,921 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 2,651 | $51.5 萬 | 0.3% | +2,651 | 新進 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 5,889 | $52.1 萬 | 0.3% | +775+15.2% | 加碼 | 歷史 |
| REVGREV Group, Inc. | COM | 8,582 | $52.2 萬 | 0.3% | +8,582 | 新進 | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 7,123 | $52.7 萬 | 0.3% | +7,123 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 809 | $53.4 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 4,781 | $54.1 萬 | 0.3% | +413+9.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,702 | $54.2 萬 | 0.3% | +2,600+25.7% | 加碼依 2 比 1 拆股換算 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 7,843 | $54.5 萬 | 0.3% | +568+7.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,086 | $54.6 萬 | 0.3% | +49+4.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 7,029 | $54.6 萬 | 0.3% | +1,858+35.9% | 加碼 | – |
| GSOLGrayscale Solana Staking ETF | COM | 60,652 | $55.2 萬 | 0.3% | +60,652 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,555 | $56.5 萬 | 0.3% | −388−4.3% | 減碼 | – |
| NIONIO Inc. | ADR | 110,782 | $56.5 萬 | 0.3% | +110,782 | 新進 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 24,722 | $60.2 萬 | 0.4% | −7,770−23.9% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,778 | $62.8 萬 | 0.4% | +278+11.1% | 加碼 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 35,994 | $63.1 萬 | 0.4% | +35,994 | 新進 | 歷史 |
| STNEStoneCo Ltd. | COM | 43,016 | $63.6 萬 | 0.4% | +43,016 | 新進 | 歷史 |
| TDCTeradata Corp | Stock | 21,435 | $65.2 萬 | 0.4% | +21,435 | 新進 | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,295 | $67.5 萬 | 0.4% | +417+8.5% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,974 | $67.7 萬 | 0.4% | +5,974 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,270 | $68.3 萬 | 0.4% | +3,447+90.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,659 | $69.3 萬 | 0.4% | +413+9.7% | 加碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 15,352 | $73.0 萬 | 0.4% | −7,538−32.9% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 2,563 | $75.8 萬 | 0.4% | −1,009−28.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,311 | $76.1 萬 | 0.5% | +188+16.7% | 加碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 28,400 | $79.7 萬 | 0.5% | +18,677+192.1% | 加碼 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 85,116 | $81.4 萬 | 0.5% | +6,313+8.0% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 28,243 | $81.5 萬 | 0.5% | +620+2.2% | 加碼 | 歷史 |
| DNNDenison Mines Corp. | COM | 306,826 | $81.6 萬 | 0.5% | +306,826 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,530 | $84.5 萬 | 0.5% | +62+0.6% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 8,919 | $84.9 萬 | 0.5% | +1,169+15.1% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 8,290 | $91.1 萬 | 0.5% | +1,819+28.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,160 | $99.3 萬 | 0.6% | −651−4.7% | 減碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 15,706 | $107.4 萬 | 0.6% | −1,353−7.9% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 24,255 | $114.0 萬 | 0.7% | −694−2.8% | 減碼 | – |
| ATKRAtkore Inc. | COM | 18,812 | $119.0 萬 | 0.7% | +18,812 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,216 | $119.1 萬 | 0.7% | −9,228−59.8% | 減碼 | – |
| SAMBoston Beer Co Inc | CL A | 6,243 | $121.8 萬 | 0.7% | +4,571+273.4% | 加碼 | 歷史 |
| VVXV2X, Inc. | COM | 22,761 | $124.2 萬 | 0.7% | +22,761 | 新進 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 38,331 | $127.7 萬 | 0.8% | +38,331 | 新進 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 31,334 | $133.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 16,230 | $149.7 萬 | 0.9% | +16,230 | 新進 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 45,316 | $166.9 萬 | 1.0% | +27,966+161.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,356 | $167.7 萬 | 1.0% | +205+4.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,456 | $171.2 萬 | 1.0% | +10.0% | 加碼 | 歷史 |
| UGAUnited States Gasoline Fund, LP | UNITS | 31,794 | $196.3 萬 | 1.2% | −16,103−33.6% | 減碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 73,603 | $198.9 萬 | 1.2% | +73,603 | 新進 | 歷史 |
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。
| 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 Fund | SHS | 33,890 | $338.3 萬 | 2.3% | 歷史 |
| EXELExelixis, Inc. | COM | 56,678 | $234.1 萬 | 1.6% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 9,802 | $209.5 萬 | 1.4% | 歷史 |
| SNEXStoneX Group Inc. | COM | 18,186 | $183.5 萬 | 1.2% | 歷史 |
| JBLJabil Inc | Stock | 7,818 | $169.8 萬 | 1.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,069 | $167.5 萬 | 1.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,144 | $162.2 萬 | 1.1% | – |
| CLColgate Palmolive Co | Stock | 20,236 | $161.8 萬 | 1.1% | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 19,304 | $154.0 萬 | 1.0% | 歷史 |
| GNWGenworth Financial Inc | COM SHS | 141,390 | $125.8 萬 | 0.8% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 23,417 | $124.3 萬 | 0.8% | 歷史 |
| VCVisteon Corp | COM NEW | 9,915 | $118.8 萬 | 0.8% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 33,955 | $115.3 萬 | 0.8% | 歷史 |
| CANCanaan Inc. | SPONSORED ADS | 1,084,468 | $95.6 萬 | 0.6% | 歷史 |
| GRMNGarmin Ltd | SHS | 3,261 | $80.3 萬 | 0.5% | 歷史 |
| EHEHang Holdings Ltd | ADS | 41,943 | $77.9 萬 | 0.5% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 7,765 | $72.7 萬 | 0.5% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,478 | $63.8 萬 | 0.4% | – |
| ETHWBitwise Ethereum ETF | SHS | 18,398 | $54.9 萬 | 0.4% | 歷史 |
| HCIHCI Group, Inc. | COM | 2,619 | $50.3 萬 | 0.3% | 歷史 |
| MCYMercury General Corp | COM | 5,336 | $45.2 萬 | 0.3% | 歷史 |
| MMM3M Co | Stock | 2,833 | $44.0 萬 | 0.3% | 歷史 |
| MNSTMonster Beverage Corp | COM | 6,061 | $40.8 萬 | 0.3% | 歷史 |
| LADLithia Motors Inc | COM | 1,243 | $39.3 萬 | 0.3% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 33,235 | $38.6 萬 | 0.3% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,572 | $37.6 萬 | 0.3% | 歷史 |
| PGNYProgyny, Inc. | COM | 16,602 | $35.7 萬 | 0.2% | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 11,895 | $34.2 萬 | 0.2% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 9,112 | $34.2 萬 | 0.2% | 歷史 |
| KMPRKEMPER Corp | COM | 6,542 | $33.7 萬 | 0.2% | 歷史 |
| MSTRStrategy Inc | Stock | 844 | $27.2 萬 | 0.2% | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 6,736 | $26.3 萬 | 0.2% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,724 | $24.3 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,254 | $22.4 萬 | 0.1% | – |
| TLNTalen Energy Corp | COM | 512 | $21.8 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 5,977 | $21.5 萬 | 0.1% | – |
| COSTCostco Wholesale Corp | Stock | 225 | $20.8 萬 | 0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 615 | $20.3 萬 | 0.1% | 歷史 |
| VSEEWVsee Health, Inc. | *W EXP 99/99/999 | 10,000 | $169 | <0.1% | 歷史 |