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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,221 | $31.7 萬 | 0.2% | +140+4.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 4,344 | $30.4 萬 | 0.2% | −1,748−28.7% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,830 | $29.9 萬 | 0.2% | +1,830 | 新進 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,469 | $29.2 萬 | 0.2% | +4+0.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 1,859 | $29.1 萬 | 0.2% | −1,019−35.4% | 減碼 | – |
| SHOPShopify Inc. | Stock | 1,744 | $28.1 萬 | 0.2% | −18,958−91.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 10,410 | $26.0 萬 | 0.2% | −329−3.1% | 減碼 | – |
| RTXRTX Corp | Stock | 1,401 | $25.7 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 10,678 | $24.5 萬 | 0.1% | +10,678 | 新進 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,366 | $24.1 萬 | 0.1% | −1,748−42.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,156 | $23.9 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,770 | $23.5 萬 | 0.1% | −240−11.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 258 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,490 | $22.4 萬 | 0.1% | +34+0.8% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 6,539 | $22.1 萬 | 0.1% | +39+0.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,051 | $21.6 萬 | 0.1% | +2,051 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,725 | $21.2 萬 | 0.1% | +1,725 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 657 | $21.2 萬 | 0.1% | +657 | 新進 | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,006 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 590 | $20.8 萬 | 0.1% | +590 | 新進 | 歷史 |
| WRBBerkley W R Corp | COM | 2,880 | $20.2 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 573 | $20.1 萬 | 0.1% | −4,854−89.4% | 減碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 28,597 | $13.5 萬 | 0.1% | −1,937−6.3% | 減碼 | – |
| SUIGSUI Group Holdings Ltd. | COM NEW | 13,000 | $2.17 萬 | <0.1% | +13,000 | 新進 | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 16,400 | $1.87 萬 | <0.1% | +16,400 | 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 |