Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 130
- 較 2025 年第 4 季 +5
- 總值
- $1.94 億
- 較 2025 年第 4 季 +$2,502 萬 (+14.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,317 | $133.5 萬 | 0.7% | +4,157+31.6% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 31,334 | $144.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 29,562 | $147.4 萬 | 0.8% | +21,446+264.2% | 加碼 | – |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 33,190 | $148.1 萬 | 0.8% | −9,971−23.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,697 | $163.8 萬 | 0.8% | +341+6.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,900 | $169.2 萬 | 0.9% | +444+8.1% | 加碼 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 13,645 | $173.6 萬 | 0.9% | +13,645 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 8,197 | $175.1 萬 | 0.9% | −4,979−37.8% | 減碼 | 歷史 |
| UGAUnited States Gasoline Fund, LP | UNITS | 20,296 | $209.7 萬 | 1.1% | −11,498−36.2% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 19,873 | $216.6 萬 | 1.1% | +941+5.0% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 18,529 | $227.5 萬 | 1.2% | +3,026+19.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,865 | $227.7 萬 | 1.2% | +5,649+90.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,028 | $240.7 萬 | 1.2% | +331+9.0% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 51,275 | $256.1 萬 | 1.3% | +51,275 | 新進 | – |
| EXELExelixis, Inc. | COM | 62,777 | $269.3 萬 | 1.4% | +62,777 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 44,971 | $272.7 萬 | 1.4% | −1,025−2.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 13,354 | $276.3 萬 | 1.4% | +13,354 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,013 | $289.4 萬 | 1.5% | −1,642−24.7% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 47,126 | $311.0 萬 | 1.6% | +2,435+5.4% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 49,456 | $337.0 萬 | 1.7% | −36,021−42.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,616 | $387.7 萬 | 2.0% | +1,204+6.9% | 加碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 134,901 | $404.6 萬 | 2.1% | +14,011+11.6% | 加碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 115,740 | $411.1 萬 | 2.1% | +1,981+1.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 16,306 | $603.6 萬 | 3.1% | +255+1.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 35,444 | $618.1 萬 | 3.2% | +6,590+22.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,724 | $627.5 萬 | 3.2% | +2,186+9.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 23,043 | $856.6 萬 | 4.4% | +1,647+7.7% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90,770 | $913.7 萬 | 4.7% | +90,770 | 新進 | – |
| IAUiShares Gold Trust | ETF | 120,242 | $1,060 萬 | 5.5% | +5,492+4.8% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 832,449 | $4,191 萬 | 21.6% | +688,955+480.1% | 加碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $34.6 萬 | – |
2025 年第 4 季之後清倉（35 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288513 | IBOXX HI YD ETF | 28,320 | $228.3 萬 | 1.3% | – |
| MPLXMPLX LP | COM UNIT REP LTD | 41,346 | $220.7 萬 | 1.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 6,172 | $216.0 萬 | 1.3% | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 73,603 | $198.9 萬 | 1.2% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 45,316 | $166.9 萬 | 1.0% | – |
| INSPInspire Medical Systems, Inc. | COM | 16,230 | $149.7 萬 | 0.9% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 38,331 | $127.7 萬 | 0.8% | 歷史 |
| VVXV2X, Inc. | COM | 22,761 | $124.2 萬 | 0.7% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 6,243 | $121.8 萬 | 0.7% | 歷史 |
| ATKRAtkore Inc. | COM | 18,812 | $119.0 萬 | 0.7% | 歷史 |
| iShares Tr464288588 | MBS ETF | 8,919 | $84.9 萬 | 0.5% | – |
| DNNDenison Mines Corp. | COM | 306,826 | $81.6 萬 | 0.5% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 28,243 | $81.5 萬 | 0.5% | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 85,116 | $81.4 萬 | 0.5% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,311 | $76.1 萬 | 0.5% | 歷史 |
| CLSCelestica Inc | Stock | 2,563 | $75.8 萬 | 0.4% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,974 | $67.7 萬 | 0.4% | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,295 | $67.5 萬 | 0.4% | 歷史 |
| TDCTeradata Corp | Stock | 21,435 | $65.2 萬 | 0.4% | 歷史 |
| STNEStoneCo Ltd. | COM | 43,016 | $63.6 萬 | 0.4% | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 35,994 | $63.1 萬 | 0.4% | 歷史 |
| NIONIO Inc. | ADR | 110,782 | $56.5 萬 | 0.3% | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 7,123 | $52.7 萬 | 0.3% | 歷史 |
| REVGREV Group, Inc. | COM | 8,582 | $52.2 萬 | 0.3% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 2,651 | $51.5 萬 | 0.3% | 歷史 |
| CMCSAComcast Corp | Stock | 17,039 | $50.9 萬 | 0.3% | 歷史 |
| EBAYeBay Inc | COM | 5,509 | $48.0 萬 | 0.3% | 歷史 |
| VNTVontier Corp | Stock | 12,324 | $45.8 萬 | 0.3% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 25,527 | $45.2 萬 | 0.3% | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 8,651 | $43.0 萬 | 0.3% | 歷史 |
| KRKroger Co | Stock | 6,637 | $41.5 萬 | 0.2% | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 9,019 | $39.8 萬 | 0.2% | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 12,131 | $32.9 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 4,344 | $30.4 萬 | 0.2% | 歷史 |
| WRBBerkley W R Corp | COM | 2,880 | $20.2 萬 | 0.1% | 歷史 |