Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +19
- 總值
- $2.19 億
- 較 2026 年第 1 季 +$2,512 萬 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SUIGSUI Group Holdings Ltd. | COM NEW | 17,000 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 22,692 | $3.04 萬 | <0.1% | +7,692+51.3% | 加碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 21,654 | $11.0 萬 | 0.1% | −5,000−18.8% | 減碼 | – |
| FSMFortuna Mining Corp. | Stock | 15,983 | $13.5 萬 | 0.1% | −43,305−73.0% | 減碼 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 12,288 | $15.7 萬 | 0.1% | −10,926−47.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,376 | $20.1 萬 | 0.1% | +3,376 | 新進 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 1,780 | $20.3 萬 | 0.1% | +1,780 | 新進 | – |
| WRBBerkley W R Corp | COM | 2,883 | $20.3 萬 | 0.1% | +2,883 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 523 | $20.8 萬 | 0.1% | +523 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 223 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 2,642 | $21.5 萬 | 0.1% | +2,642 | 新進 | 歷史 |
| VVisa Inc. | Stock | 633 | $21.7 萬 | 0.1% | −64−9.2% | 減碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,048 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,756 | $22.2 萬 | 0.1% | +12+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 566 | $23.5 萬 | 0.1% | +566 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 488 | $23.6 萬 | 0.1% | +488 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,644 | $24.4 萬 | 0.1% | +1,644 | 新進 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,566 | $24.7 萬 | 0.1% | +67+1.5% | 加碼 | – |
| ETF Opportunities Trust26923N249 | REX-OSPREY SOL | 25,792 | $25.6 萬 | 0.1% | +11,100+75.6% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,442 | $26.0 萬 | 0.1% | −223−6.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,034 | $26.0 萬 | 0.1% | +1,034 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 694 | $26.2 萬 | 0.1% | +33+5.0% | 加碼 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,787 | $26.5 萬 | 0.1% | +8+0.4% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,332 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,052 | $27.4 萬 | 0.1% | +3,052 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,993 | $27.4 萬 | 0.1% | −10,933−78.5% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 6,582 | $28.1 萬 | 0.1% | +37+0.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,199 | $28.3 萬 | 0.1% | +15+0.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 867 | $28.4 萬 | 0.1% | −42−4.6% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,568 | $29.0 萬 | 0.1% | −271−14.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 14,438 | $30.4 萬 | 0.1% | −2,923−16.8% | 減碼 | – |
| TRIThomson Reuters Corp | Stock | 3,773 | $30.8 萬 | 0.1% | +3,773 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 480 | $31.5 萬 | 0.1% | +480 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 494 | $31.6 萬 | 0.1% | +494 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,475 | $32.4 萬 | 0.1% | +3+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,318 | $33.5 萬 | 0.2% | +179+15.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 949 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,294 | $37.3 萬 | 0.2% | +382+13.1% | 加碼 | 歷史 |
| GLASGlass House Brands Inc. | COM | 29,505 | $38.4 萬 | 0.2% | +29,505 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,098 | $38.7 萬 | 0.2% | −292−21.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,443 | $39.0 萬 | 0.2% | +4,443 | 新進 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 12,719 | $40.5 萬 | 0.2% | +150+1.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,515 | $42.6 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,795 | $45.4 萬 | 0.2% | −85−2.2% | 減碼依 8 比 1 拆股換算 | – |
| XOMExxonMobil Holdings Corp | COM | 3,355 | $45.9 萬 | 0.2% | +337+11.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 823 | $46.3 萬 | 0.2% | −62−7.0% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,518 | $46.9 萬 | 0.2% | −70−2.0% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 4,691 | $47.1 萬 | 0.2% | +847+22.0% | 加碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 31,513 | $47.4 萬 | 0.2% | −4,653−12.9% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,411 | $49.9 萬 | 0.2% | +468+15.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 8,645 | $51.1 萬 | 0.2% | +8,645 | 新進 | – |
| KMPRKEMPER Corp | COM | 19,622 | $52.9 萬 | 0.2% | +19,622 | 新進 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 12,218 | $54.5 萬 | 0.2% | +12,218 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,639 | $57.4 萬 | 0.3% | −2,968−30.9% | 減碼 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 9,323 | $57.6 萬 | 0.3% | +1,959+26.6% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 270,223 | $58.4 萬 | 0.3% | +270,223 | 新進 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 4,026 | $60.4 萬 | 0.3% | −1,569−28.0% | 減碼 | – |
| ATRCAtriCure, Inc. | COM | 22,536 | $63.1 萬 | 0.3% | +22,536 | 新進 | 歷史 |
| OTTROtter Tail Corp | COM | 7,178 | $64.6 萬 | 0.3% | +7,178 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 855 | $65.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,609 | $65.3 萬 | 0.3% | +390+12.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,317 | $65.9 萬 | 0.3% | +77+6.2% | 加碼 | 歷史 |
| CDNLCardinal Infrastructure Group Inc. | CL A | 7,010 | $66.0 萬 | 0.3% | +7,010 | 新進 | 歷史 |
| PATKPatrick Industries Inc | COM | 7,569 | $68.0 萬 | 0.3% | +7,569 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 17,268 | $68.2 萬 | 0.3% | +12,991+303.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,161 | $68.3 萬 | 0.3% | −551−11.7% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 6,870 | $68.9 萬 | 0.3% | +968+16.4% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 15,432 | $70.2 萬 | 0.3% | −274−1.7% | 減碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 60,195 | $70.5 萬 | 0.3% | +60,195 | 新進 | 歷史 |
| BNSBank of Nova Scotia | COM | 8,259 | $71.7 萬 | 0.3% | +8,259 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,971 | $72.7 萬 | 0.3% | −2,776−23.6% | 減碼 | – |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 30,459 | $73.4 萬 | 0.3% | −14,919−32.9% | 減碼 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 44,541 | $75.5 萬 | 0.3% | +19,495+77.8% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,699 | $75.8 萬 | 0.3% | +2,699 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 47,168 | $76.2 萬 | 0.3% | +47,168 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,074 | $76.8 萬 | 0.4% | +164+8.6% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 41,182 | $77.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,496 | $79.4 萬 | 0.4% | −40−1.1% | 減碼 | – |
| GSOLGrayscale Solana Staking ETF | COM | 149,109 | $82.5 萬 | 0.4% | +41,238+38.2% | 加碼 | 歷史 |
| IAGIamgold Corp | COM | 52,793 | $83.6 萬 | 0.4% | +52,793 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 25,160 | $83.8 萬 | 0.4% | −124−0.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 4,854 | $85.8 萬 | 0.4% | +510+11.7% | 加碼 | – |
| RACEFerrari N.V. | COM | 2,316 | $86.2 萬 | 0.4% | +2,316 | 新進 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 4,604 | $87.2 萬 | 0.4% | +4,604 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 15,066 | $88.0 萬 | 0.4% | +15,066 | 新進 | 歷史 |
| CVECenovus Energy Inc. | COM | 35,885 | $89.0 萬 | 0.4% | +35,885 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,113 | $94.3 萬 | 0.4% | +390+14.3% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,975 | $94.3 萬 | 0.4% | +1,975 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,430 | $95.0 萬 | 0.4% | +2,350+25.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,996 | $96.6 萬 | 0.4% | −2,132−16.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 21,320 | $96.7 萬 | 0.4% | +4,017+23.2% | 加碼 | – |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 25,649 | $96.8 萬 | 0.4% | +17,934+232.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,400 | $98.5 萬 | 0.4% | +14,400 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,886 | $99.4 萬 | 0.5% | +2,331+22.1% | 加碼 | – |
| CMICummins Inc | Stock | 1,444 | $103.0 萬 | 0.5% | +1,444 | 新進 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 8,267 | $103.1 萬 | 0.5% | +6,174+295.0% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,444 | $104.1 萬 | 0.5% | +2,444 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 5,906 | $106.2 萬 | 0.5% | +5,906 | 新進 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 29,387 | $110.4 萬 | 0.5% | −3,803−11.5% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,046 | $111.2 萬 | 0.5% | −79,724−87.8% | 減碼 | – |
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 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | – | $33.6 萬 |
2026 年第 1 季之後清倉（30 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EXELExelixis, Inc. | COM | 62,777 | $269.3 萬 | 1.4% | 歷史 |
| LRCXLam Research Corp | Stock | 8,197 | $175.1 萬 | 0.9% | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 47,060 | $129.4 萬 | 0.7% | 歷史 |
| CROXCrocs, Inc. | COM | 12,745 | $105.8 萬 | 0.5% | 歷史 |
| GOLDGold.com, Inc. | COM | 20,599 | $82.6 萬 | 0.4% | 歷史 |
| POWIPower Integrations Inc | COM | 12,616 | $64.6 萬 | 0.3% | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 6,158 | $64.5 萬 | 0.3% | 歷史 |
| SVMSilvercorp Metals Inc | COM | 52,832 | $56.7 萬 | 0.3% | 歷史 |
| PAASPan American Silver Corp | Stock | 10,126 | $55.3 萬 | 0.3% | 歷史 |
| TEXTerex Corp | Stock | 8,626 | $51.0 萬 | 0.3% | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 7,325 | $48.3 萬 | 0.2% | 歷史 |
| VCVisteon Corp | COM NEW | 5,273 | $48.0 萬 | 0.2% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 927 | $44.5 萬 | 0.2% | 歷史 |
| RRyder System Inc | COM | 1,942 | $39.8 萬 | 0.2% | 歷史 |
| FOXFox Corp | CL B COM | 6,836 | $36.3 萬 | 0.2% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,266 | $35.8 萬 | 0.2% | 歷史 |
| RTXRTX Corp | Stock | 1,455 | $28.1 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 6,693 | $27.3 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 5,717 | $26.9 萬 | 0.1% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 6,120 | $26.0 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 2,601 | $25.0 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,997 | $24.5 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,246 | $23.9 萬 | 0.1% | – |
| CEGConstellation Energy Corp | Stock | 853 | $23.8 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 4,881 | $22.9 萬 | 0.1% | 歷史 |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3,517 | $22.2 萬 | 0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 259 | $21.9 萬 | 0.1% | 歷史 |
| STRKStrategy Inc | SERIES A PERP PF | 2,995 | $21.2 萬 | 0.1% | 歷史 |
| TDWTidewater Inc | COM | 2,475 | $20.7 萬 | 0.1% | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 17,400 | $1.03 萬 | <0.1% | 歷史 |