Exit Wealth Advisors, LLC. 13F 持仓 · 2026年Q2
Exit Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 2.20 亿美元。前几大持仓：USFR（8.62%）、TSLA（4.99%）、IAU（3.86%）。本季前 25 大持仓中：新建仓 2 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $18.9M | 8.62% | 376,007 | 减持 |
| 2 | TSLA | TESLA INC | $11.0M | 4.99% | 26,055 | 增持 |
| 3 | IAU | ISHARES GOLD TR | $8.5M | 3.86% | 112,372 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $8.0M | 3.64% | 39,979 | 增持 |
| 5 | AAPL | APPLE INC | $7.7M | 3.52% | 26,716 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $6.0M | 2.74% | 16,140 | 减持 |
| 7 | JAAA | JANUS DETROIT STR TR | $5.9M | 2.69% | 117,150 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $5.2M | 2.36% | 7,038 | 增持 |
| 9 | AMZN | AMAZON COM INC | $4.6M | 2.11% | 19,413 | 增持 |
| 10 | ILF | ISHARES TR | $4.3M | 1.97% | 128,058 | 增持 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.95% | 20,175 | 增持 |
| 12 | BTC | GRAYSCALE BITCOIN MINI TR ET | $4.2M | 1.91% | 161,725 | 增持 |
| 13 | MO | ALTRIA GROUP INC | $3.8M | 1.71% | 52,293 | 增持 |
| 14 | LLY | ELI LILLY & CO | $3.5M | 1.60% | 2,922 | 新建仓 |
| 15 | ANET | ARISTA NETWORKS INC | $3.4M | 1.56% | 20,121 | 增持 |
| 16 | SLV | ISHARES SILVER TR | $3.3M | 1.52% | 62,592 | 增持 |
| 17 | VOD | VODAFONE GROUP PLC | $3.1M | 1.42% | 236,004 | 增持 |
| 18 | VOO | VANGUARD INDEX FDS | $3.1M | 1.42% | 4,533 | 增持 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $3.1M | 1.39% | 53,008 | 增持 |
| 20 | VTIP | VANGUARD MALVERN FDS | $2.9M | 1.33% | 58,191 | 增持 |
| 21 | UGA | UNITED STS GASOLINE FD LP | $2.8M | 1.28% | 27,355 | 增持 |
| 22 | CVX | CHEVRON CORPORATION | $2.7M | 1.25% | 16,512 | 增持 |
| 23 | LAMR | LAMAR ADVERTISING CO | $2.7M | 1.25% | 17,575 | 新建仓 |
| 24 | LQD | ISHARES TR | $2.7M | 1.25% | 25,168 | 增持 |
| 25 | USO | UNITED STS OIL FD LP | $2.5M | 1.14% | 23,587 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR