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Exit Wealth Advisors, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Exit Wealth Advisors, LLC.

报告期 2026-03-31 · CIK 0002082744

持仓数

131

前50大市值合计

$164.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

USFR WISDOMTREE TR

FLOATNG RAT TREA

$41.9M

832,449

25.6%

IAU ISHARES GOLD TR

ISHARES NEW

$10.6M

120,242

6.5%

SGOV ISHARES TR

0-3 MNTH TREASRY

$9.1M

90,770

5.6%

TSLA TESLA INC

COM

$8.6M

23,043

5.2%

AAPL APPLE INC

COM

$6.3M

24,724

3.8%

NVDA NVIDIA CORPORATION

COM

$6.2M

35,444

3.8%

MSFT MICROSOFT CORP

COM

$6.0M

16,306

3.7%

ILF ISHARES TR

LATN AMER 40 ETF

$4.1M

115,740

2.5%

BTC GRAYSCALE BITCOIN MINI TR ET

SHS NEW

$4.0M

134,901

2.5%

AMZN AMAZON COM INC

COM

$3.9M

18,616

2.4%

SLV ISHARES SILVER TR

ISHARES

$3.4M

49,456

2.1%

MO ALTRIA GROUP INC

COM

$3.1M

47,126

1.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.9M

5,013

1.8%

CVX CHEVRON CORPORATION

COM

$2.8M

13,354

1.7%

BMY BRISTOL-MYERS SQUIBB CO

COM

$2.7M

44,971

1.7%

EXEL EXELIXIS INC

COM

$2.7M

62,777

1.6%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$2.6M

51,275

1.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.4M

4,028

1.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$2.3M

11,865

1.4%

ANET ARISTA NETWORKS INC

COM SHS

$2.3M

18,529

1.4%

LQD ISHARES TR

IBOXX INV CP ETF

$2.2M

19,873

1.3%

UGA UNITED STS GASOLINE FD LP

UNITS

$2.1M

20,296

1.3%

LRCX LAM RESEARCH CORP

COM NEW

$1.8M

8,197

1.1%

USO UNITED STS OIL FD LP

UNITS

$1.7M

13,645

1.1%

GOOG ALPHABET INC

CAP STK CL C

$1.7M

5,900

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$1.6M

5,697

1.0%

BITW BITWISE 10 CRYPTO INDEX ETF

UNIT BENEFICIAL

$1.5M

33,190

0.9%

TBIL RBB FD INC

F/M US TREASURY

$1.5M

29,562

0.9%

AAAU GOLDMAN SACHS PHYSICAL GOLD

UNIT

$1.4M

31,334

0.9%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.3M

17,317

0.8%

AMLP ALPS ETF TR

ALERIAN MLP

$1.3M

24,870

0.8%

MWA MUELLER WTR PRODS INC

COM SER A

$1.3M

47,060

0.8%

BIL SPDR SERIES TRUST

STATE STREET SPD

$1.3M

13,926

0.8%

TIP ISHARES TR

TIPS BD ETF

$1.3M

11,425

0.8%

DBB INVESCO DB MULTI-SECTOR COMM

BASE METALS FD

$1.1M

45,378

0.7%

CROX CROCS INC

COM

$1.1M

12,745

0.6%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$1.0M

20,479

0.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.0M

13,128

0.6%

PSLV SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER

$1.0M

41,182

0.6%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$971.4K

25,284

0.6%

VDE VANGUARD WORLD FD

ENERGY ETF

$968.1K

5,595

0.6%

TLT ISHARES TR

20 YR TR BD ETF

$832.9K

9,607

0.5%

GBTC GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT

$828.6K

15,706

0.5%

GOLD GOLD COM INC

COM

$825.6K

20,599

0.5%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$802.1K

11,747

0.5%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$794.0K

17,303

0.5%

GLW CORNING INC

COM

$786.2K

5,782

0.5%

WDC WESTERN DIGITAL CORP

COM

$777.7K

2,875

0.5%

IVE ISHARES TR

S&P 500 VAL ETF

$746.6K

3,536

0.5%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$744.3K

9,080

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

USFR25.6%IAU6.5%SGOV5.6%TSLA5.2%AAPL3.8%NVDA3.8%