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Exit Wealth Advisors, LLC.
分散型投资策略趋势追踪型高频交易型
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 131
Exit Wealth Advisors, LLC.在最新一期 13F 报告中披露了 131 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 76.9%。
机构性格雪花图
- 集中度
- 24.59
- 持仓稳定性
- 76.94
- 动能／逆势
- 100
- 行业集中度
- 66.88
- 多样化
- 100
- 仓位均衡度
- 73.45
近期动向
加仓 USFR
+480.1% US$3468.5万
减仓 BIL
-89.5% -US$1085.4万
减仓 SLV
-42.1% -US$213.6万
减仓 MSFT
+1.6% -US$172.7万
减仓 TSLA
+7.7% -US$105.6万
减仓 PSLV
-66.4% -US$189.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 130 大持股（共 131 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 21.54% | +17.27% | +480.13% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.45% | -0.06% | +4.79% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.70% | +4.70% | NEW | |
| 4 | TSLA | Tesla INC | 股票-周期性消费 | 4.40% | -1.29% | +7.70% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.23% | — | +9.70% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | — | +22.84% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -1.49% | +1.59% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 2.11% | +0.06% | +1.74% | |
| 9 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密货币 | 2.08% | -0.69% | +11.59% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.99% | — | +6.91% | |
| 11 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.73% | -1.53% | -42.14% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.67% | -0.75% | -15.66% | |
| 13 | MO | Altria Group INC | 股票-非周期性消费 | 1.60% | — | +5.45% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.42% | +1.42% | NEW | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.40% | — | -2.23% | |
| 16 | EXEL | Exelixis INC | 股票-医疗保健 | 1.38% | +1.38% | NEW | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.32% | +1.32% | NEW | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +8.95% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.17% | +0.47% | +90.88% | |
| 20 | ANET | Arista Networks INC | 股票-科技 | 1.17% | — | +19.52% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.11% | — | +4.97% | |
| 22 | UGA | United States Gas Fund LP | ETF-其他 | 1.08% | — | -36.16% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.90% | — | -37.79% | |
| 24 | USO | United States Oil Fund LP | ETF-其他 | 0.89% | +0.89% | NEW | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | — | +8.14% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | — | +6.37% | |
| 27 | BITW | Bitwise 10 Crypto Index ETF | ETF-加密货币 | 0.76% | -0.74% | -23.10% | |
| 28 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.76% | +0.52% | +264.24% | |
| 29 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 0.74% | — | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.69% | — | +31.59% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.67% | — | +2.54% | |
| 32 | MWA | Mueller Water Products Inc-a | 股票-工业 | 0.67% | +0.67% | NEW | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.66% | -6.51% | -89.51% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | +37.82% | |
| 35 | DBB | Invesco Db Base Metals Fund | ETF-其他 | 0.55% | +0.41% | +324.97% | |
| 36 | CROX | Crocs INC | 股票-周期性消费 | 0.54% | +0.54% | NEW | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.53% | +0.53% | NEW | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +24.67% | |
| 39 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.52% | -1.20% | -66.44% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.50% | — | +254.02% | |
| 41 | VDE | Vanguard Energy ETF | ETF-其他 | 0.50% | +0.50% | NEW | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.43% | +0.43% | NEW | |
| 43 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.43% | — | — | |
| 44 | GOLD | Gold.com INC | 股票-其他 | 0.42% | +0.42% | NEW | |
| 45 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.41% | — | +49.78% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | — | +36.22% | |
| 47 | GLW | Corning INC | 股票-科技 | 0.40% | +0.40% | NEW | |
| 48 | WDC | Western Digital CORP | 股票-科技 | 0.40% | -0.96% | -78.40% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.38% | — | +61.24% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | — | +29.18% |
1–50 of 130
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Exit Wealth Advisors, LLC. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Chevron CORP (CVX); 新建仓: Exelixis INC (EXEL); 新建仓: Vanguard Short-term Tips (VTIP); 清仓: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG).
FAQ
Exit Wealth Advisors, LLC. 是什么机构？属于哪种投资人类型？
Exit Wealth Advisors, LLC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 131 个已申报仓位之中。
Exit Wealth Advisors, LLC. 目前前几大持股有哪些？
根据最新 13F 申报，Exit Wealth Advisors, LLC. 按市值排列的前几大持股为：
1. Wisdomtree Floating Rate Tre (USFR) — US$4190.5万 (21.5%)
2. Ishares Gold Trust (IAU) — US$1060.1万 (5.5%)
3. Ishares 0-3 Month Treasury B (SGOV) — US$913.7万 (4.7%)
4. Tesla INC (TSLA) — US$856.6万 (4.4%)
5. Apple INC (AAPL) — US$627.5万 (3.2%)
Exit Wealth Advisors, LLC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Exit Wealth Advisors, LLC. 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 10 个既有持股、减仓 7 个仓位，并完全清仓 21 个持股。 其中幅度最大的异动：新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Chevron CORP (CVX); 新建仓: Exelixis INC (EXEL); 新建仓: Vanguard Short-term Tips (VTIP); 清仓: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG)
Exit Wealth Advisors, LLC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Exit Wealth Advisors, LLC. 的主要板块分布如下：
• Information Technology: 39.5%
• Consumer Discretionary: 20.1%
• Health Care: 9.6%
• Consumer Staples: 7.2%
• Communication Services: 7.0%
• Energy: 6.6%