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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。

機構總覽
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%)
申報日
2026/8/11
SEC
Exit Wealth Advisors, LLC. 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ETHGrayscale Ethereum Staking Mini ETFSHS NEW31,513$47.4 萬0.2%−4,653−12.9%減碼歷史
iShares Tr46428865310-20 YR TRS ETF4,691$47.1 萬0.2%+847+22.0%加碼–
First Tr Exchange Traded FD33738R704RBA INDL ETF3,518$46.9 萬0.2%−70−2.0%減碼–
METAMeta Platforms, Inc.Stock823$46.3 萬0.2%−62−7.0%減碼歷史
XOMExxonMobil Holdings CorpCOM3,355$45.9 萬0.2%+337+11.2%加碼歷史
Vanguard Information Technology ETF92204A702ETF3,795$45.4 萬0.2%−85−2.2%減碼依 8 比 1 拆股換算–
IBMInternational Business Machines CorpStock1,515$42.6 萬0.2%+9+0.6%加碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT12,719$40.5 萬0.2%+150+1.2%加碼歷史
NEENextera Energy IncStock4,443$39.0 萬0.2%+4,443新進歷史
HDHome Depot, Inc.Stock1,098$38.7 萬0.2%−292−21.0%減碼歷史
GLASGlass House Brands Inc.COM29,505$38.4 萬0.2%+29,505新進歷史
WMTWalmart Inc.Stock3,294$37.3 萬0.2%+382+13.1%加碼歷史
GLDSPDR Gold TrustETF949$35.0 萬0.2%00.0%不變歷史
JNJJohnson & JohnsonStock1,318$33.5 萬0.2%+179+15.7%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,475$32.4 萬0.1%+3+0.2%加碼–
iShares Semiconductor ETF464287523ETF494$31.6 萬0.1%+494新進–
VanEck Semiconductor ETF92189F676ETF480$31.5 萬0.1%+480新進–
TRIThomson Reuters CorpStock3,773$30.8 萬0.1%+3,773新進歷史
First Tr Exchange-Traded FD33733E856FT VEST GOLD14,438$30.4 萬0.1%−2,923−16.8%減碼–
CINFCincinnati Financial CorpCOM1,568$29.0 萬0.1%−271−14.7%減碼歷史
JPMJPMorgan Chase & CoStock867$28.4 萬0.1%−42−4.6%減碼歷史
MRKMerck & Co., Inc.Stock2,199$28.3 萬0.1%+15+0.7%加碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA6,582$28.1 萬0.1%+37+0.6%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,993$27.4 萬0.1%−10,933−78.5%減碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF3,052$27.4 萬0.1%+3,052新進–
PLTRPalantir Technologies Inc.Stock2,332$27.2 萬0.1%00.0%不變歷史
Vanguard Wellington FD921935805US VALUE FACTR1,787$26.5 萬0.1%+8+0.4%加碼–
AVGOBroadcom Inc.Stock694$26.2 萬0.1%+33+5.0%加碼歷史
ABBVAbbVie Inc.Stock1,034$26.0 萬0.1%+1,034新進歷史
VanEck ETF Trust92189F106GOLD MINERS ETF3,442$26.0 萬0.1%−223−6.1%減碼–
ETF Opportunities Trust26923N249REX-OSPREY SOL25,792$25.6 萬0.1%+11,100+75.6%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL4,566$24.7 萬0.1%+67+1.5%加碼–
iShares Core S&P Small Cap ETF464287804ETF1,644$24.4 萬0.1%+1,644新進–
ALABAstera Labs, Inc.Stock488$23.6 萬0.1%+488新進歷史
UNHUnitedHealth Group IncStock566$23.5 萬0.1%+566新進歷史
GILDGilead Sciences, Inc.Stock1,756$22.2 萬0.1%+12+0.7%加碼歷史
FNVFranco Nevada CorpStock1,048$21.8 萬0.1%00.0%不變歷史
VVisa Inc.Stock633$21.7 萬0.1%−64−9.2%減碼歷史
KOCoca Cola CoStock2,642$21.5 萬0.1%+2,642新進歷史
COSTCostco Wholesale CorpStock223$20.9 萬0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW523$20.8 萬0.1%+523新進歷史
WRBBerkley W R CorpCOM2,883$20.3 萬0.1%+2,883新進歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL1,780$20.3 萬0.1%+1,780新進–
Vanguard Ftse Emerging Markets ETF922042858ETF3,376$20.1 萬0.1%+3,376新進–
ETHEGrayscale Ethereum Staking ETFETF12,288$15.7 萬0.1%−10,926−47.1%減碼歷史
FSMFortuna Mining Corp.Stock15,983$13.5 萬0.1%−43,305−73.0%減碼歷史
Advisorshares Tr00768Y453PURE US CANN ETF21,654$11.0 萬0.1%−5,000−18.8%減碼–
MISTMilestone Pharmaceuticals Inc.COM22,692$3.04 萬<0.1%+7,692+51.3%加碼歷史
SUIGSUI Group Holdings Ltd.COM NEW17,000$1.97 萬<0.1%00.0%不變歷史

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。

Exit Wealth Advisors, LLC. 在 2026 年第 2 季的選擇權部位
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。

Exit Wealth Advisors, LLC. 在 2026 年第 1 季之後清倉的部位
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.COM62,777$269.3 萬1.4%歷史
LRCXLam Research CorpStock8,197$175.1 萬0.9%歷史
MWAMueller Water Products, Inc.COM SER A47,060$129.4 萬0.7%歷史
CROXCrocs, Inc.COM12,745$105.8 萬0.5%歷史
GOLDGold.com, Inc.COM20,599$82.6 萬0.4%歷史
POWIPower Integrations IncCOM12,616$64.6 萬0.3%歷史
CNRCore Natural Resources, Inc.COM SHS6,158$64.5 萬0.3%歷史
SVMSilvercorp Metals IncCOM52,832$56.7 萬0.3%歷史
PAASPan American Silver CorpStock10,126$55.3 萬0.3%歷史
TEXTerex CorpStock8,626$51.0 萬0.3%歷史
NWENorthWestern Energy Group, Inc.COM NEW7,325$48.3 萬0.2%歷史
VCVisteon CorpCOM NEW5,273$48.0 萬0.2%歷史
MEDPMedpace Holdings, Inc.COM927$44.5 萬0.2%歷史
RRyder System IncCOM1,942$39.8 萬0.2%歷史
FOXFox CorpCL B COM6,836$36.3 萬0.2%歷史
DLTRDollar Tree, Inc.COM3,266$35.8 萬0.2%歷史
RTXRTX CorpStock1,455$28.1 萬0.1%歷史
WisdomTree Tr97717W422INDIA ERNGS FD6,693$27.3 萬0.1%–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF5,717$26.9 萬0.1%–
Capital Group Dividend Value14020W106SHS CREAT UNIT6,120$26.0 萬0.1%–
NFLXNetflix IncStock2,601$25.0 萬0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF3,997$24.5 萬0.1%–
Vanguard Total Bond Market ETF921937835ETF3,246$23.9 萬0.1%–
CEGConstellation Energy CorpStock853$23.8 萬0.1%歷史
BPBP PLCADR4,881$22.9 萬0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E3,517$22.2 萬0.1%–
GSGoldman Sachs Group IncStock259$21.9 萬0.1%歷史
STRKStrategy IncSERIES A PERP PF2,995$21.2 萬0.1%歷史
TDWTidewater IncCOM2,475$20.7 萬0.1%歷史
NFENew Fortress Energy Inc.COM CL A17,400$1.03 萬<0.1%歷史