Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2025 年第 4 季到 2026 年第 1 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 +$3,569 萬
- 加碼
- 69 檔
- 估計 +$4,712 萬
- 減碼
- 19 檔
- 估計 −$2,384 萬
- 清倉
- 35 檔
- 估計 −$3,092 萬
總值從 $1.69 億變成 $1.94 億（+$2,502 萬 (+14.8%)），持股從 125 檔變成 130 檔（+5）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 年第 4 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） |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | 加碼– | 832,449143,494 | +688,955+480.1% | $4,191 萬$722.1 萬 | +$3,468 萬 | 21.6%4.3% | +17.31 |
| IAUiShares Gold Trust | 加碼歷史 | 120,242114,750 | +5,492+4.8% | $1,060 萬$931.4 萬 | +$48.4 萬 | 5.5%5.5% | −0.05 |
| iShares Tr46436E718 | 新進– | 90,7700 | +90,770 | $913.7 萬$0 | +$913.7 萬 | 4.7%0.0% | +4.71 |
| TSLATesla, Inc. | 加碼歷史 | 23,04321,396 | +1,647+7.7% | $856.6 萬$962.2 萬 | +$61.2 萬 | 4.4%5.7% | −1.28 |
| AAPLApple Inc. | 加碼歷史 | 24,72422,538 | +2,186+9.7% | $627.5 萬$612.7 萬 | +$55.5 萬 | 3.2%3.6% | −0.39 |
| NVDANVIDIA Corp | 加碼歷史 | 35,44428,854 | +6,590+22.8% | $618.1 萬$538.1 萬 | +$114.9 萬 | 3.2%3.2% | 0.00 |
| MSFTMicrosoft Corp | 加碼歷史 | 16,30616,051 | +255+1.6% | $603.6 萬$776.3 萬 | +$9.44 萬 | 3.1%4.6% | −1.48 |
| iShares Tr464287390 | 加碼– | 115,740113,759 | +1,981+1.7% | $411.1 萬$346.4 萬 | +$7.04 萬 | 2.1%2.0% | +0.07 |
| BTCGrayscale Bitcoin Mini Trust ETF | 加碼歷史 | 134,901120,890 | +14,011+11.6% | $404.6 萬$468.2 萬 | +$42.0 萬 | 2.1%2.8% | −0.68 |
| AMZNAmazon Com Inc | 加碼歷史 | 18,61617,412 | +1,204+6.9% | $387.7 萬$401.9 萬 | +$25.1 萬 | 2.0%2.4% | −0.38 |
| SLViShares Silver Trust | 減碼歷史 | 49,45685,477 | −36,021−42.1% | $337.0 萬$550.6 萬 | −$245.4 萬 | 1.7%3.3% | −1.52 |
| MOAltria Group, Inc. | 加碼歷史 | 47,12644,691 | +2,435+5.4% | $311.0 萬$257.7 萬 | +$16.1 萬 | 1.6%1.5% | +0.08 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 5,0136,655 | −1,642−24.7% | $289.4 萬$408.8 萬 | −$94.8 萬 | 1.5%2.4% | −0.93 |
| CVXChevron Corp | 新進歷史 | 13,3540 | +13,354 | $276.3 萬$0 | +$276.3 萬 | 1.4%0.0% | +1.42 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 44,97145,996 | −1,025−2.2% | $272.7 萬$248.1 萬 | −$6.22 萬 | 1.4%1.5% | −0.06 |
| EXELExelixis, Inc. | 新進歷史 | 62,7770 | +62,777 | $269.3 萬$0 | +$269.3 萬 | 1.4%0.0% | +1.39 |
| Vanguard Malvern FDS922020805 | 新進– | 51,2750 | +51,275 | $256.1 萬$0 | +$256.1 萬 | 1.3%0.0% | +1.32 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 4,0283,697 | +331+9.0% | $240.7 萬$231.9 萬 | +$19.8 萬 | 1.2%1.4% | −0.13 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 11,8656,216 | +5,649+90.9% | $227.7 萬$119.1 萬 | +$108.4 萬 | 1.2%0.7% | +0.47 |
| ANETArista Networks, Inc. | 加碼歷史 | 18,52915,503 | +3,026+19.5% | $227.5 萬$203.1 萬 | +$37.2 萬 | 1.2%1.2% | −0.03 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 19,87318,932 | +941+5.0% | $216.6 萬$208.6 萬 | +$10.3 萬 | 1.1%1.2% | −0.12 |
| UGAUnited States Gasoline Fund, LP | 減碼歷史 | 20,29631,794 | −11,498−36.2% | $209.7 萬$196.3 萬 | −$118.8 萬 | 1.1%1.2% | −0.08 |
| LRCXLam Research Corp | 減碼歷史 | 8,19713,176 | −4,979−37.8% | $175.1 萬$225.5 萬 | −$106.4 萬 | 0.9%1.3% | −0.43 |
| USOUnited States Oil Fund, LP | 新進歷史 | 13,6450 | +13,645 | $173.6 萬$0 | +$173.6 萬 | 0.9%0.0% | +0.89 |
| GOOGAlphabet Inc. | 加碼歷史 | 5,9005,456 | +444+8.1% | $169.2 萬$171.2 萬 | +$12.7 萬 | 0.9%1.0% | −0.14 |
| GOOGLAlphabet Inc. | 加碼歷史 | 5,6975,356 | +341+6.4% | $163.8 萬$167.7 萬 | +$9.81 萬 | 0.8%1.0% | −0.15 |
| BITWBitwise 10 Crypto Index ETF | 減碼歷史 | 33,19043,161 | −9,971−23.1% | $148.1 萬$253.6 萬 | −$44.5 萬 | 0.8%1.5% | −0.74 |
| RBB FD Inc74933W452 | 加碼– | 29,5628,116 | +21,446+264.2% | $147.4 萬$40.5 萬 | +$106.9 萬 | 0.8%0.2% | +0.52 |
| AAAUGoldman Sachs Physical Gold ETF | 不變歷史 | 31,33431,334 | 00.0% | $144.7 萬$133.3 萬 | $0 | 0.7%0.8% | −0.04 |
| Vanguard Star FDS921909768 | 加碼– | 17,31713,160 | +4,157+31.6% | $133.5 萬$99.3 萬 | +$32.1 萬 | 0.7%0.6% | +0.10 |
| Alps ETF Tr00162Q452 | 加碼– | 24,87024,255 | +615+2.5% | $130.9 萬$114.0 萬 | +$3.24 萬 | 0.7%0.7% | 0.00 |
| MWAMueller Water Products, Inc. | 新進歷史 | 47,0600 | +47,060 | $129.4 萬$0 | +$129.4 萬 | 0.7%0.0% | +0.67 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 13,926132,744 | −118,818−89.5% | $127.6 萬$1,213 萬 | −$1,089 萬 | 0.7%7.2% | −6.51 |
| iShares Tips Bond ETF464287176 | 加碼– | 11,4258,290 | +3,135+37.8% | $126.1 萬$91.1 萬 | +$34.6 萬 | 0.6%0.5% | +0.11 |
| DBBInvesco DB Base Metals Fund | 加碼歷史 | 45,37810,678 | +34,700+325.0% | $106.6 萬$24.5 萬 | +$81.5 萬 | 0.5%0.1% | +0.40 |
| CROXCrocs, Inc. | 新進歷史 | 12,7450 | +12,745 | $105.8 萬$0 | +$105.8 萬 | 0.5%0.0% | +0.54 |
| Janus Detroit STR Tr47103U845 | 新進– | 20,4790 | +20,479 | $103.2 萬$0 | +$103.2 萬 | 0.5%0.0% | +0.53 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 13,12810,530 | +2,598+24.7% | $100.5 萬$84.5 萬 | +$19.9 萬 | 0.5%0.5% | +0.02 |
| PSLVSprott Physical Silver Trust | 減碼歷史 | 41,182122,694 | −81,512−66.4% | $100.4 萬$290.2 萬 | −$198.8 萬 | 0.5%1.7% | −1.20 |
| IBITiShares Bitcoin Trust ETF | 加碼歷史 | 25,2847,142 | +18,142+254.0% | $97.1 萬$35.5 萬 | +$69.7 萬 | 0.5%0.2% | +0.29 |
| Vanguard Energy ETF92204A306 | 新進– | 5,5950 | +5,595 | $96.8 萬$0 | +$96.8 萬 | 0.5%0.0% | +0.50 |
| iShares Tr464287432 | 新進– | 9,6070 | +9,607 | $83.3 萬$0 | +$83.3 萬 | 0.4%0.0% | +0.43 |
| GBTCGrayscale Bitcoin Trust ETF | 不變歷史 | 15,70615,706 | 00.0% | $82.9 萬$107.4 萬 | $0 | 0.4%0.6% | −0.21 |
| GOLDGold.com, Inc. | 新進歷史 | 20,5990 | +20,599 | $82.6 萬$0 | +$82.6 萬 | 0.4%0.0% | +0.43 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 11,7477,843 | +3,904+49.8% | $80.2 萬$54.5 萬 | +$26.7 萬 | 0.4%0.3% | +0.09 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 17,30312,702 | +4,601+36.2% | $79.4 萬$54.2 萬 | +$21.1 萬 | 0.4%0.3% | +0.09 |
| GLWCorning Inc | 新進歷史 | 5,7820 | +5,782 | $78.6 萬$0 | +$78.6 萬 | 0.4%0.0% | +0.40 |
| WDCWestern Digital Corp | 減碼歷史 | 2,87513,309 | −10,434−78.4% | $77.8 萬$229.3 萬 | −$282.2 萬 | 0.4%1.4% | −0.95 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 3,5362,193 | +1,343+61.2% | $74.7 萬$46.5 萬 | +$28.4 萬 | 0.4%0.3% | +0.11 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 9,0807,029 | +2,051+29.2% | $74.4 萬$54.6 萬 | +$16.8 萬 | 0.4%0.3% | +0.06 |
| Invesco Exchange Traded FD T46137V100 | 加碼– | 4,3441,859 | +2,485+133.7% | $72.0 萬$29.1 萬 | +$41.2 萬 | 0.4%0.2% | +0.20 |
| ETHGrayscale Ethereum Staking Mini ETF | 加碼歷史 | 36,16628,400 | +7,766+27.3% | $71.8 萬$79.7 萬 | +$15.4 萬 | 0.4%0.5% | −0.10 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 10,5558,555 | +2,000+23.4% | $71.3 萬$56.5 萬 | +$13.5 萬 | 0.4%0.3% | +0.03 |
| iShares Tr464287150 | 加碼– | 4,7124,659 | +53+1.1% | $67.1 萬$69.3 萬 | +$7,549.16 | 0.3%0.4% | −0.06 |
| GSOLGrayscale Solana Staking ETF | 加碼歷史 | 107,87160,652 | +47,219+77.9% | $66.1 萬$55.2 萬 | +$28.9 萬 | 0.3%0.3% | +0.01 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 2,7231,783 | +940+52.7% | $64.7 萬$45.1 萬 | +$22.3 萬 | 0.3%0.3% | +0.07 |
| POWIPower Integrations Inc | 加碼歷史 | 12,61612,074 | +542+4.5% | $64.6 萬$42.9 萬 | +$2.78 萬 | 0.3%0.3% | +0.08 |
| CNRCore Natural Resources, Inc. | 加碼歷史 | 6,1585,889 | +269+4.6% | $64.5 萬$52.1 萬 | +$2.82 萬 | 0.3%0.3% | +0.02 |
| COHRCoherent Corp. | 新進歷史 | 2,6290 | +2,629 | $62.6 萬$0 | +$62.6 萬 | 0.3%0.0% | +0.32 |
| Simplify Exchange Traded Fun82889N277 | 新進– | 24,1880 | +24,188 | $61.5 萬$0 | +$61.5 萬 | 0.3%0.0% | +0.32 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 新進– | 1,9100 | +1,910 | $61.3 萬$0 | +$61.3 萬 | 0.3%0.0% | +0.32 |
| iShares Tr464287739 | 減碼– | 6,3697,270 | −901−12.4% | $60.2 萬$68.3 萬 | −$8.52 萬 | 0.3%0.4% | −0.09 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 1,2401,086 | +154+14.2% | $59.4 萬$54.6 萬 | +$7.38 萬 | 0.3%0.3% | −0.02 |
| FSMFortuna Mining Corp. | 新進歷史 | 59,2880 | +59,288 | $58.9 萬$0 | +$58.9 萬 | 0.3%0.0% | +0.30 |
| SVMSilvercorp Metals Inc | 新進歷史 | 52,8320 | +52,832 | $56.7 萬$0 | +$56.7 萬 | 0.3%0.0% | +0.29 |
| PAASPan American Silver Corp | 新進歷史 | 10,1260 | +10,126 | $55.3 萬$0 | +$55.3 萬 | 0.3%0.0% | +0.28 |
| AGFirst Majestic Silver Corp | 新進歷史 | 25,0460 | +25,046 | $53.8 萬$0 | +$53.8 萬 | 0.3%0.0% | +0.28 |
| PMPhilip Morris International Inc. | 加碼歷史 | 3,2193,187 | +32+1.0% | $53.2 萬$51.1 萬 | +$5,291.52 | 0.3%0.3% | −0.03 |
| COINCoinbase Global, Inc. | 加碼歷史 | 2,9432,778 | +165+5.9% | $51.4 萬$62.8 萬 | +$2.88 萬 | 0.3%0.4% | −0.11 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 3,0182,751 | +267+9.7% | $51.2 萬$33.1 萬 | +$4.53 萬 | 0.3%0.2% | +0.07 |
| TEXTerex Corp | 新進歷史 | 8,6260 | +8,626 | $51.0 萬$0 | +$51.0 萬 | 0.3%0.0% | +0.26 |
| METAMeta Platforms, Inc. | 加碼歷史 | 885809 | +76+9.4% | $50.6 萬$53.4 萬 | +$4.35 萬 | 0.3%0.3% | −0.06 |
| NWENorthWestern Energy Group, Inc. | 新進歷史 | 7,3250 | +7,325 | $48.3 萬$0 | +$48.3 萬 | 0.2%0.0% | +0.25 |
| VCVisteon Corp | 新進歷史 | 5,2730 | +5,273 | $48.0 萬$0 | +$48.0 萬 | 0.2%0.0% | +0.25 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 2,3282,317 | +11+0.5% | $47.4 萬$49.6 萬 | +$2,237.73 | 0.2%0.3% | −0.05 |
| BITBBitwise Bitcoin ETF | 減碼歷史 | 12,56915,352 | −2,783−18.1% | $46.3 萬$73.0 萬 | −$10.2 萬 | 0.2%0.4% | −0.19 |
| HDHome Depot, Inc. | 加碼歷史 | 1,3901,385 | +5+0.4% | $45.7 萬$47.6 萬 | +$1,644.18 | 0.2%0.3% | −0.05 |
| MEDPMedpace Holdings, Inc. | 減碼歷史 | 9274,249 | −3,322−78.2% | $44.5 萬$238.6 萬 | −$159.5 萬 | 0.2%1.4% | −1.18 |
| First Tr Exchange-Traded FD33733E856 | 加碼– | 17,36110,410 | +6,951+66.8% | $44.3 萬$26.0 萬 | +$17.7 萬 | 0.2%0.2% | +0.07 |
| BTIBritish American Tobacco p.l.c. | 加碼歷史 | 7,3647,257 | +107+1.5% | $43.1 萬$41.1 萬 | +$6,256.48 | 0.2%0.2% | −0.02 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 5,9024,781 | +1,121+23.4% | $40.9 萬$54.1 萬 | +$7.77 萬 | 0.2%0.3% | −0.11 |
| GLDSPDR Gold Trust | 加碼歷史 | 949849 | +100+11.8% | $40.8 萬$33.6 萬 | +$4.30 萬 | 0.2%0.2% | +0.01 |
| RRyder System Inc | 新進歷史 | 1,9420 | +1,942 | $39.8 萬$0 | +$39.8 萬 | 0.2%0.0% | +0.20 |
| First Tr Exchange Traded FD33738R704 | 加碼– | 3,5883,221 | +367+11.4% | $39.7 萬$31.7 萬 | +$4.07 萬 | 0.2%0.2% | +0.02 |
| ETHEGrayscale Ethereum Staking ETF | 減碼歷史 | 23,21424,722 | −1,508−6.1% | $39.6 萬$60.2 萬 | −$2.57 萬 | 0.2%0.4% | −0.15 |
| VODVodafone Group Public Ltd Co | 新進歷史 | 25,8870 | +25,887 | $38.9 萬$0 | +$38.9 萬 | 0.2%0.0% | +0.20 |
| iShares Tr464288653 | 加碼– | 3,8442,366 | +1,478+62.5% | $38.7 萬$24.1 萬 | +$14.9 萬 | 0.2%0.1% | +0.06 |
| IBMInternational Business Machines Corp | 加碼歷史 | 1,5061,439 | +67+4.7% | $36.5 萬$42.6 萬 | +$1.62 萬 | 0.2%0.3% | −0.06 |
| FOXFox Corp | 減碼歷史 | 6,8367,921 | −1,085−13.7% | $36.3 萬$51.4 萬 | −$5.76 萬 | 0.2%0.3% | −0.12 |
| WMTWalmart Inc. | 加碼歷史 | 2,9122,904 | +8+0.3% | $36.2 萬$32.4 萬 | +$994.16 | 0.2%0.2% | 0.00 |
| DLTRDollar Tree, Inc. | 新進歷史 | 3,2660 | +3,266 | $35.8 萬$0 | +$35.8 萬 | 0.2%0.0% | +0.18 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 2,3322,264 | +68+3.0% | $34.1 萬$40.2 萬 | +$9,947.04 | 0.2%0.2% | −0.06 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 485483 | +2+0.4% | $33.9 萬$36.4 萬 | +$1,396.23 | 0.2%0.2% | −0.04 |
| VanEck ETF Trust92189F106 | 減碼– | 3,6653,860 | −195−5.1% | $33.6 萬$33.1 萬 | −$1.79 萬 | 0.2%0.2% | −0.02 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 855843 | +12+1.4% | $33.4 萬$39.5 萬 | +$4,684.93 | 0.2%0.2% | −0.06 |
| CINFCincinnati Financial Corp | 加碼歷史 | 1,8391,830 | +9+0.5% | $28.9 萬$29.9 萬 | +$1,416.39 | 0.1%0.2% | −0.03 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 1,4721,469 | +3+0.2% | $28.2 萬$29.2 萬 | +$575.6 | 0.1%0.2% | −0.03 |
| RTXRTX Corp | 加碼歷史 | 1,4551,401 | +54+3.9% | $28.1 萬$25.7 萬 | +$1.04 萬 | 0.1%0.2% | −0.01 |
| JNJJohnson & Johnson | 減碼歷史 | 1,1391,156 | −17−1.5% | $27.9 萬$23.9 萬 | −$4,156.85 | 0.1%0.1% | 0.00 |
| WisdomTree Tr97717W422 | 減碼– | 6,6938,110 | −1,417−17.5% | $27.3 萬$37.5 萬 | −$5.78 萬 | 0.1%0.2% | −0.08 |
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。