Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2026 年第 1 季到 2026 年第 2 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
- 49 檔
- 估計 +$4,235 萬
- 加碼
- 60 檔
- 估計 +$2,858 萬
- 減碼
- 32 檔
- 估計 −$3,561 萬
- 清倉
- 30 檔
- 估計 −$1,622 萬
總值從 $1.94 億變成 $2.19 億（+$2,512 萬 (+12.9%)），持股從 130 檔變成 149 檔（+19）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 年第 1 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 | 減碼– | 376,007832,449 | −456,442−54.8% | $1,893 萬$4,191 萬 | −$2,298 萬 | 8.6%21.6% | −12.95 |
| TSLATesla, Inc. | 加碼歷史 | 25,25523,043 | +2,212+9.6% | $1,062 萬$856.6 萬 | +$93.0 萬 | 4.8%4.4% | +0.43 |
| IAUiShares Gold Trust | 減碼歷史 | 112,372120,242 | −7,870−6.5% | $848.5 萬$1,060 萬 | −$59.4 萬 | 3.9%5.5% | −1.59 |
| NVDANVIDIA Corp | 加碼歷史 | 39,97935,444 | +4,535+12.8% | $799.9 萬$618.1 萬 | +$90.7 萬 | 3.6%3.2% | +0.46 |
| AAPLApple Inc. | 加碼歷史 | 26,71624,724 | +1,992+8.1% | $773.1 萬$627.5 萬 | +$57.6 萬 | 3.5%3.2% | +0.29 |
| MSFTMicrosoft Corp | 減碼歷史 | 16,14016,306 | −166−1.0% | $602.1 萬$603.6 萬 | −$6.19 萬 | 2.7%3.1% | −0.36 |
| Janus Detroit STR Tr47103U845 | 加碼– | 117,15020,479 | +96,671+472.0% | $591.5 萬$103.2 萬 | +$488.1 萬 | 2.7%0.5% | +2.17 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 7,0385,013 | +2,025+40.4% | $518.3 萬$289.4 萬 | +$149.1 萬 | 2.4%1.5% | +0.87 |
| AMZNAmazon Com Inc | 加碼歷史 | 19,41318,616 | +797+4.3% | $462.7 萬$387.7 萬 | +$19.0 萬 | 2.1%2.0% | +0.11 |
| iShares Tr464287390 | 加碼– | 128,058115,740 | +12,318+10.6% | $432.2 萬$411.1 萬 | +$41.6 萬 | 2.0%2.1% | −0.15 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 20,17511,865 | +8,310+70.0% | $429.3 萬$227.7 萬 | +$176.8 萬 | 2.0%1.2% | +0.78 |
| BTCGrayscale Bitcoin Mini Trust ETF | 加碼歷史 | 161,725134,901 | +26,824+19.9% | $419.7 萬$404.6 萬 | +$69.6 萬 | 1.9%2.1% | −0.17 |
| MOAltria Group, Inc. | 加碼歷史 | 52,29347,126 | +5,167+11.0% | $376.2 萬$311.0 萬 | +$37.2 萬 | 1.7%1.6% | +0.11 |
| LLYEli Lilly & Co | 新進歷史 | 2,9220 | +2,922 | $350.5 萬$0 | +$350.5 萬 | 1.6%0.0% | +1.60 |
| ANETArista Networks, Inc. | 加碼歷史 | 20,12118,529 | +1,592+8.6% | $341.8 萬$227.5 萬 | +$27.0 萬 | 1.6%1.2% | +0.39 |
| SLViShares Silver Trust | 加碼歷史 | 62,59249,456 | +13,136+26.6% | $334.7 萬$337.0 萬 | +$70.2 萬 | 1.5%1.7% | −0.21 |
| VODVodafone Group Public Ltd Co | 加碼歷史 | 236,00425,887 | +210,117+811.7% | $312.1 萬$38.9 萬 | +$277.9 萬 | 1.4%0.2% | +1.22 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 4,5334,028 | +505+12.5% | $311.3 萬$240.7 萬 | +$34.7 萬 | 1.4%1.2% | +0.18 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 53,00844,971 | +8,037+17.9% | $305.4 萬$272.7 萬 | +$46.3 萬 | 1.4%1.4% | −0.01 |
| Vanguard Malvern FDS922020805 | 加碼– | 58,19151,275 | +6,916+13.5% | $292.3 萬$256.1 萬 | +$34.7 萬 | 1.3%1.3% | +0.01 |
| UGAUnited States Gasoline Fund, LP | 加碼歷史 | 27,35520,296 | +7,059+34.8% | $281.7 萬$209.7 萬 | +$72.7 萬 | 1.3%1.1% | +0.20 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 25,16819,873 | +5,295+26.6% | $274.5 萬$216.6 萬 | +$57.8 萬 | 1.3%1.1% | +0.14 |
| LAMRLamar Advertising Co | 新進歷史 | 17,5750 | +17,575 | $274.1 萬$0 | +$274.1 萬 | 1.3%0.0% | +1.25 |
| CVXChevron Corp | 加碼歷史 | 16,51213,354 | +3,158+23.6% | $273.7 萬$276.3 萬 | +$52.3 萬 | 1.2%1.4% | −0.17 |
| USOUnited States Oil Fund, LP | 加碼歷史 | 23,58713,645 | +9,942+72.9% | $251.1 萬$173.6 萬 | +$105.8 萬 | 1.1%0.9% | +0.25 |
| MUMicron Technology Inc | 新進歷史 | 1,8960 | +1,896 | $218.9 萬$0 | +$218.9 萬 | 1.0%0.0% | +1.00 |
| GOOGLAlphabet Inc. | 加碼歷史 | 6,0855,697 | +388+6.8% | $217.5 萬$163.8 萬 | +$13.9 萬 | 1.0%0.8% | +0.15 |
| GOOGAlphabet Inc. | 減碼歷史 | 5,6815,900 | −219−3.7% | $200.7 萬$169.2 萬 | −$7.74 萬 | 0.9%0.9% | +0.04 |
| GLWCorning Inc | 加碼歷史 | 7,6725,782 | +1,890+32.7% | $196.0 萬$78.6 萬 | +$48.3 萬 | 0.9%0.4% | +0.49 |
| FTITechnipFMC plc | 新進歷史 | 27,2430 | +27,243 | $180.6 萬$0 | +$180.6 萬 | 0.8%0.0% | +0.82 |
| SHOPShopify Inc. | 加碼歷史 | 15,4971,800 | +13,697+760.9% | $176.9 萬$21.4 萬 | +$156.4 萬 | 0.8%0.1% | +0.70 |
| Invesco Exch Traded FD Tr II46138G508 | 新進– | 84,5160 | +84,516 | $172.2 萬$0 | +$172.2 萬 | 0.8%0.0% | +0.79 |
| WDCWestern Digital Corp | 減碼歷史 | 2,6812,875 | −194−6.7% | $171.2 萬$77.8 萬 | −$12.4 萬 | 0.8%0.4% | +0.38 |
| BBarrick Mining Corp | 新進歷史 | 44,1440 | +44,144 | $162.1 萬$0 | +$162.1 萬 | 0.7%0.0% | +0.74 |
| Simplify Exchange Traded Fun82889N277 | 加碼– | 59,99824,188 | +35,810+148.0% | $154.2 萬$61.5 萬 | +$92.0 萬 | 0.7%0.3% | +0.39 |
| PENGPenguin Solutions, Inc. | 新進歷史 | 19,6670 | +19,667 | $149.5 萬$0 | +$149.5 萬 | 0.7%0.0% | +0.68 |
| iShares Tips Bond ETF464287176 | 加碼– | 13,64211,425 | +2,217+19.4% | $149.3 萬$126.1 萬 | +$24.3 萬 | 0.7%0.6% | +0.03 |
| Vanguard Star FDS921909768 | 減碼– | 16,47817,317 | −839−4.8% | $140.9 萬$133.5 萬 | −$7.17 萬 | 0.6%0.7% | −0.05 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 2,3932,328 | +65+2.8% | $139.0 萬$47.4 萬 | +$3.78 萬 | 0.6%0.2% | +0.39 |
| iShares Tr464287739 | 加碼– | 13,5706,369 | +7,201+113.1% | $138.8 萬$60.2 萬 | +$73.6 萬 | 0.6%0.3% | +0.32 |
| iShares Tr464288588 | 新進– | 14,2370 | +14,237 | $134.6 萬$0 | +$134.6 萬 | 0.6%0.0% | +0.61 |
| COHRCoherent Corp. | 加碼歷史 | 3,3862,629 | +757+28.8% | $133.6 萬$62.6 萬 | +$29.9 萬 | 0.6%0.3% | +0.29 |
| Alps ETF Tr00162Q452 | 加碼– | 25,39524,870 | +525+2.1% | $131.7 萬$130.9 萬 | +$2.72 萬 | 0.6%0.7% | −0.07 |
| AEMAgnico Eagle Mines Ltd | 新進歷史 | 8,4470 | +8,447 | $131.0 萬$0 | +$131.0 萬 | 0.6%0.0% | +0.60 |
| RBB FD Inc74933W452 | 減碼– | 25,07129,562 | −4,491−15.2% | $125.0 萬$147.4 萬 | −$22.4 萬 | 0.6%0.8% | −0.19 |
| AAAUGoldman Sachs Physical Gold ETF | 不變歷史 | 31,33431,334 | 00.0% | $124.0 萬$144.7 萬 | $0 | 0.6%0.7% | −0.18 |
| RYAAYRyanair Holdings PLC | 新進歷史 | 18,7330 | +18,733 | $121.3 萬$0 | +$121.3 萬 | 0.6%0.0% | +0.55 |
| ASMLASML Holding NV | 新進歷史 | 5770 | +577 | $114.8 萬$0 | +$114.8 萬 | 0.5%0.0% | +0.52 |
| TXG10x Genomics, Inc. | 新進歷史 | 29,5460 | +29,546 | $113.3 萬$0 | +$113.3 萬 | 0.5%0.0% | +0.52 |
| iShares Tr46436E718 | 減碼– | 11,04690,770 | −79,724−87.8% | $111.2 萬$913.7 萬 | −$802.6 萬 | 0.5%4.7% | −4.20 |
| BITWBitwise 10 Crypto Index ETF | 減碼歷史 | 29,38733,190 | −3,803−11.5% | $110.4 萬$148.1 萬 | −$14.3 萬 | 0.5%0.8% | −0.26 |
| ENTGEntegris Inc | 新進歷史 | 5,9060 | +5,906 | $106.2 萬$0 | +$106.2 萬 | 0.5%0.0% | +0.48 |
| ETNEaton Corp plc | 新進歷史 | 2,4440 | +2,444 | $104.1 萬$0 | +$104.1 萬 | 0.5%0.0% | +0.47 |
| American Centy ETF Tr025072877 | 加碼– | 8,2672,093 | +6,174+295.0% | $103.1 萬$23.1 萬 | +$77.0 萬 | 0.5%0.1% | +0.35 |
| CMICummins Inc | 新進歷史 | 1,4440 | +1,444 | $103.0 萬$0 | +$103.0 萬 | 0.5%0.0% | +0.47 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 12,88610,555 | +2,331+22.1% | $99.4 萬$71.3 萬 | +$18.0 萬 | 0.5%0.4% | +0.09 |
| iShares Tr464287234 | 新進– | 14,4000 | +14,400 | $98.5 萬$0 | +$98.5 萬 | 0.4%0.0% | +0.45 |
| CPERUnited States Commodity Index Funds Trust | 加碼歷史 | 25,6497,715 | +17,934+232.5% | $96.8 萬$26.6 萬 | +$67.7 萬 | 0.4%0.1% | +0.30 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 21,32017,303 | +4,017+23.2% | $96.7 萬$79.4 萬 | +$18.2 萬 | 0.4%0.4% | +0.03 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 10,99613,128 | −2,132−16.2% | $96.6 萬$100.5 萬 | −$18.7 萬 | 0.4%0.5% | −0.08 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 11,4309,080 | +2,350+25.9% | $95.0 萬$74.4 萬 | +$19.5 萬 | 0.4%0.4% | +0.05 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 新進歷史 | 1,9750 | +1,975 | $94.3 萬$0 | +$94.3 萬 | 0.4%0.0% | +0.43 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 3,1132,723 | +390+14.3% | $94.3 萬$64.7 萬 | +$11.8 萬 | 0.4%0.3% | +0.10 |
| CVECenovus Energy Inc. | 新進歷史 | 35,8850 | +35,885 | $89.0 萬$0 | +$89.0 萬 | 0.4%0.0% | +0.41 |
| SEDGSolaredge Technologies, Inc. | 新進歷史 | 15,0660 | +15,066 | $88.0 萬$0 | +$88.0 萬 | 0.4%0.0% | +0.40 |
| ACLSAxcelis Technologies Inc | 新進歷史 | 4,6040 | +4,604 | $87.2 萬$0 | +$87.2 萬 | 0.4%0.0% | +0.40 |
| RACEFerrari N.V. | 新進歷史 | 2,3160 | +2,316 | $86.2 萬$0 | +$86.2 萬 | 0.4%0.0% | +0.39 |
| Invesco Exchange Traded FD T46137V100 | 加碼– | 4,8544,344 | +510+11.7% | $85.8 萬$72.0 萬 | +$9.01 萬 | 0.4%0.4% | +0.02 |
| IBITiShares Bitcoin Trust ETF | 減碼歷史 | 25,16025,284 | −124−0.5% | $83.8 萬$97.1 萬 | −$4,127.96 | 0.4%0.5% | −0.12 |
| IAGIamgold Corp | 新進歷史 | 52,7930 | +52,793 | $83.6 萬$0 | +$83.6 萬 | 0.4%0.0% | +0.38 |
| GSOLGrayscale Solana Staking ETF | 加碼歷史 | 149,109107,871 | +41,238+38.2% | $82.5 萬$66.1 萬 | +$22.8 萬 | 0.4%0.3% | +0.04 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 3,4963,536 | −40−1.1% | $79.4 萬$74.7 萬 | −$9,083.43 | 0.4%0.4% | −0.02 |
| PSLVSprott Physical Silver Trust | 不變歷史 | 41,18241,182 | 00.0% | $77.7 萬$100.4 萬 | $0 | 0.4%0.5% | −0.16 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,0741,910 | +164+8.6% | $76.8 萬$61.3 萬 | +$6.07 萬 | 0.4%0.3% | +0.03 |
| PBRPetrobras - Petroleo Brasileiro SA | 新進歷史 | 47,1680 | +47,168 | $76.2 萬$0 | +$76.2 萬 | 0.3%0.0% | +0.35 |
| NXPINXP Semiconductors N.V. | 新進歷史 | 2,6990 | +2,699 | $75.8 萬$0 | +$75.8 萬 | 0.3%0.0% | +0.35 |
| AGFirst Majestic Silver Corp | 加碼歷史 | 44,54125,046 | +19,495+77.8% | $75.5 萬$53.8 萬 | +$33.1 萬 | 0.3%0.3% | +0.07 |
| DBBInvesco DB Base Metals Fund | 減碼歷史 | 30,45945,378 | −14,919−32.9% | $73.4 萬$106.6 萬 | −$36.0 萬 | 0.3%0.5% | −0.21 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 8,97111,747 | −2,776−23.6% | $72.7 萬$80.2 萬 | −$22.5 萬 | 0.3%0.4% | −0.08 |
| BNSBank of Nova Scotia | 新進歷史 | 8,2590 | +8,259 | $71.7 萬$0 | +$71.7 萬 | 0.3%0.0% | +0.33 |
| LEGLeggett & Platt Inc | 新進歷史 | 60,1950 | +60,195 | $70.5 萬$0 | +$70.5 萬 | 0.3%0.0% | +0.32 |
| GBTCGrayscale Bitcoin Trust ETF | 減碼歷史 | 15,43215,706 | −274−1.7% | $70.2 萬$82.9 萬 | −$1.25 萬 | 0.3%0.4% | −0.11 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 6,8705,902 | +968+16.4% | $68.9 萬$40.9 萬 | +$9.71 萬 | 0.3%0.2% | +0.10 |
| iShares Tr464287150 | 減碼– | 4,1614,712 | −551−11.7% | $68.3 萬$67.1 萬 | −$9.05 萬 | 0.3%0.3% | −0.03 |
| CNQCanadian Natural Resources Ltd | 加碼歷史 | 17,2684,277 | +12,991+303.7% | $68.2 萬$20.8 萬 | +$51.3 萬 | 0.3%0.1% | +0.20 |
| PATKPatrick Industries Inc | 新進歷史 | 7,5690 | +7,569 | $68.0 萬$0 | +$68.0 萬 | 0.3%0.0% | +0.31 |
| CDNLCardinal Infrastructure Group Inc. | 新進歷史 | 7,0100 | +7,010 | $66.0 萬$0 | +$66.0 萬 | 0.3%0.0% | +0.30 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 1,3171,240 | +77+6.2% | $65.9 萬$59.4 萬 | +$3.85 萬 | 0.3%0.3% | −0.01 |
| PMPhilip Morris International Inc. | 加碼歷史 | 3,6093,219 | +390+12.1% | $65.3 萬$53.2 萬 | +$7.05 萬 | 0.3%0.3% | +0.02 |
| CRWDCrowdStrike Holdings, Inc. | 不變歷史 | 855855 | 00.0% | $65.2 萬$33.4 萬 | $0 | 0.3%0.2% | +0.13 |
| OTTROtter Tail Corp | 新進歷史 | 7,1780 | +7,178 | $64.6 萬$0 | +$64.6 萬 | 0.3%0.0% | +0.29 |
| ATRCAtriCure, Inc. | 新進歷史 | 22,5360 | +22,536 | $63.1 萬$0 | +$63.1 萬 | 0.3%0.0% | +0.29 |
| Vanguard Energy ETF92204A306 | 減碼– | 4,0265,595 | −1,569−28.0% | $60.4 萬$96.8 萬 | −$23.6 萬 | 0.3%0.5% | −0.22 |
| COTYCoty Inc. | 新進歷史 | 270,2230 | +270,223 | $58.4 萬$0 | +$58.4 萬 | 0.3%0.0% | +0.27 |
| BTIBritish American Tobacco p.l.c. | 加碼歷史 | 9,3237,364 | +1,959+26.6% | $57.6 萬$43.1 萬 | +$12.1 萬 | 0.3%0.2% | +0.04 |
| iShares Tr464287432 | 減碼– | 6,6399,607 | −2,968−30.9% | $57.4 萬$83.3 萬 | −$25.6 萬 | 0.3%0.4% | −0.17 |
| INSPInspire Medical Systems, Inc. | 新進歷史 | 12,2180 | +12,218 | $54.5 萬$0 | +$54.5 萬 | 0.2%0.0% | +0.25 |
| KMPRKEMPER Corp | 新進歷史 | 19,6220 | +19,622 | $52.9 萬$0 | +$52.9 萬 | 0.2%0.0% | +0.24 |
| Invesco Exch Traded FD Tr II46138G706 | 新進– | 8,6450 | +8,645 | $51.1 萬$0 | +$51.1 萬 | 0.2%0.0% | +0.23 |
| COINCoinbase Global, Inc. | 加碼歷史 | 3,4112,943 | +468+15.9% | $49.9 萬$51.4 萬 | +$6.84 萬 | 0.2%0.3% | −0.04 |
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。