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 |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 15,503 | $203.1 萬 | 1.2% | +769+5.2% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,932 | $208.6 萬 | 1.2% | +13,185+229.4% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,172 | $216.0 萬 | 1.3% | +6,172 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 41,346 | $220.7 萬 | 1.3% | +41,346 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 13,176 | $225.5 萬 | 1.3% | +13,176 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 28,320 | $228.3 萬 | 1.3% | +28,320 | 新進 | – |
| WDCWestern Digital Corp | COM | 13,309 | $229.3 萬 | 1.4% | +13,309 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,697 | $231.9 萬 | 1.4% | +537+17.0% | 加碼 | – |
| MEDPMedpace Holdings, Inc. | COM | 4,249 | $238.6 萬 | 1.4% | +3,391+395.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 45,996 | $248.1 萬 | 1.5% | +45,996 | 新進 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 43,161 | $253.6 萬 | 1.5% | +43,161 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 44,691 | $257.7 萬 | 1.5% | +37,417+514.4% | 加碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 122,694 | $290.2 萬 | 1.7% | −4,905−3.8% | 減碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 113,759 | $346.4 萬 | 2.0% | +6,571+6.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,412 | $401.9 萬 | 2.4% | +753+4.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,655 | $408.8 萬 | 2.4% | +1,277+23.7% | 加碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 120,890 | $468.2 萬 | 2.8% | +120,890 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,854 | $538.1 萬 | 3.2% | +2,596+9.9% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 85,477 | $550.6 萬 | 3.3% | −55,930−39.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,538 | $612.7 萬 | 3.6% | +7,496+49.8% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 143,494 | $722.1 萬 | 4.3% | +71,918+100.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 16,051 | $776.3 萬 | 4.6% | +281+1.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 114,750 | $931.4 萬 | 5.5% | +6,408+5.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,396 | $962.2 萬 | 5.7% | +1,726+8.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 132,744 | $1,213 萬 | 7.2% | +58,960+79.9% | 加碼 | – |
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。
| 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 |