Exit Wealth Advisors, LLC.

CIK 2082744 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$219.6M
#6.135 dari 9.443 berdasarkan nilai 13F · top 65.0%
Posisi
150
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +12.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
36,35%
Bobot 25 kepemilikan teratas
58,34%
Posisi di atas 1%
26
Jumlah posisi efektif
45,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 25,03% Perkiraan pembelian $71.666.955 · penjualan $51.821.625

Kepemilikan median: 2,0 kuartal Dilacak Q3 2025–Q2 2026 · 62,5% masih dipegang

Posisi baru
50
Meningkat
61
Menurun
31
Tertutup
30
Di halaman ini

Rincian sektor

Technology
17,2%
Consumer Discretionary
5,8%
Healthcare
4,8%
Energy
3,3%
Industrials
3,0%
Retail
2,5%
Consumer Staples
2,4%
Materials
2,2%
Communication Services
2,1%
Communications
1,6%
Telecommunication
1,4%
Real Estate
1,2%
Financials
0,9%
Consumer products
0,6%
Financial Services
0,6%
Utilities
0,5%
Lainnya/Tidak terpetakan
49,7%

Portofolio lengkap 150 posisi

Tipe Rentetan Tren 8 kuartal
USFR $18.931.961 8,62% 376.007 $-22.973.536 Turun ×1
TSLA Tesla, Inc. - Common Stock $10.622.265 4,84% 25.255 $2.056.019 Naik ×3
IAU $8.485.210 3,86% 112.372 $-2.115.325 Turun ×1
NVDA NVIDIA Corporation - Common Stock $7.999.379 3,64% 39.979 $1.817.882 Naik ×3
AAPL Apple Inc. - Common Stock $7.730.536 3,52% 26.716 $1.455.803 Naik ×3
MSFT Microsoft Corporation - Common Stock $6.020.574 2,74% 16.140 $-15.399 Turun ×1
JAAA $5.914.904 2,69% 117.150 $4.883.377 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $5.182.777 2,36% 7.038 $2.289.088 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $4.626.908 2,11% 19.413 $749.742 Naik ×3
ILF $4.321.966 1,97% 128.058 $210.892 Naik ×3
RSP $4.292.639 1,95% 20.175 $2.015.570 Naik ×2
BTC $4.196.764 1,91% 161.725 $151.083 Naik ×2
MO Altria Group, Inc. $3.762.450 1,71% 52.293 $652.634 Naik ×3
LLY Eli Lilly and Company Common Stock $3.504.734 1,60% 2.922 Naik ×1
ANET Arista Networks, Inc. Common Stock $3.418.155 1,56% 20.121 $1.143.164 Naik ×3
SLV $3.346.794 1,52% 62.592 $-23.138 Naik ×1
VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares $3.121.154 1,42% 236.004 $2.732.331 Naik ×1
VOO $3.113.074 1,42% 4.533 $705.927 Naik ×3
BMY Bristol-Myers Squibb Company Common Stock $3.054.315 1,39% 53.008 $326.842 Naik ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $2.922.931 1,33% 58.191 $361.723 Naik ×1
UGA $2.816.744 1,28% 27.355 $719.355 Naik ×1
LQD $2.745.074 1,25% 25.168 $579.116 Naik ×3
LAMR Lamar Advertising Company - Class A Common Stock $2.741.396 1,25% 17.575 Naik ×1
CVX Chevron Corporation Common Stock $2.737.104 1,25% 16.512 $-25.741 Naik ×1
USO $2.510.600 1,14% 23.587 $774.274 Naik ×1
MU Micron Technology, Inc. - Common Stock $2.188.612 1,00% 1.896 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $2.174.753 0,99% 6.085 $536.633 Naik ×3
GOOG Alphabet Inc. - Class C Capital Stock $2.007.441 0,91% 5.681 $315.091 Turun ×1
GLW Corning Incorporated Common Stock $1.959.665 0,89% 7.672 $1.173.486 Naik ×1
FTI TechnipFMC plc Ordinary Share $1.806.211 0,82% 27.243 Naik ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1.769.447 0,81% 15.497 $1.555.931 Naik ×2
BKLN $1.721.591 0,78% 84.516
WDC Western Digital Corporation - Common Stock $1.712.455 0,78% 2.681 $934.780 Turun ×2
B Barrick Mining Corporation Common Shares $1.621.409 0,74% 44.144 Naik ×1
KNRG $1.542.236 0,70% 59.998 $927.498 Naik ×1
PENG Penguin Solutions, Inc. - Common Stock $1.494.889 0,68% 19.667 Naik ×1
TIP $1.492.881 0,68% 13.642 $232.048 Naik ×3
VXUS Vanguard Total International Stock ETF $1.408.727 0,64% 16.478 $73.447 Turun ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1.390.118 0,63% 2.393 $916.533 Naik ×3
IYR $1.387.505 0,63% 13.570 $785.243 Naik ×1
MBB iShares MBS ETF $1.345.716 0,61% 14.237
COHR Coherent Corp. Common Stock $1.335.675 0,61% 3.386 $709.421 Naik ×1
AMLP $1.316.718 0,60% 25.395 $7.585 Naik ×2
AEM Agnico Eagle Mines Limited Common Stock $1.310.383 0,60% 8.447 Naik ×1
TBIL F/m US Treasury 3 Month Bill Fund $1.250.059 0,57% 25.071 $-223.927 Turun ×1
AAAU $1.239.886 0,56% 31.334 $-207.431
RYAAY Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares $1.212.962 0,55% 18.733 Naik ×1
ASML ASML Holding N.V. - New York Registry Shares $1.147.907 0,52% 577 Naik ×1
TXG 10x Genomics, Inc. - Common Stock $1.132.794 0,52% 29.546 Naik ×1
SGOV iShares 0-3 Month Treasury Bond ETF $1.112.001 0,51% 11.046 $-8.024.907 Turun ×1
BITW $1.104.363 0,50% 29.387 $-376.143 Turun ×2
ENTG Entegris, Inc. - Common Stock $1.062.253 0,48% 5.906 Naik ×1
ETN Eaton Corporation, PLC Ordinary Shares $1.041.437 0,47% 2.444 Naik ×1
AVUV $1.031.383 0,47% 8.267 $800.164 Naik ×1
CMI Cummins Inc. Common Stock $1.029.875 0,47% 1.444 Naik ×1
IJH $993.654 0,45% 12.886 $280.852 Naik ×2
EEM $985.111 0,45% 14.400 Naik ×1
CPER $967.737 0,44% 25.649 $702.110 Naik ×1
XLU XLU $966.647 0,44% 21.320 $172.606 Naik ×3
SPYM $966.371 0,44% 10.996 $-38.464 Turun ×1
XLP XLP $949.513 0,43% 11.430 $205.170 Naik ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd. $943.201 0,43% 1.975 Naik ×1
QQQM Invesco NASDAQ 100 ETF $943.044 0,43% 3.113 $295.916 Naik ×2
CVE Cenovus Energy Inc Common Stock $890.307 0,41% 35.885 Naik ×1
SEDG SolarEdge Technologies, Inc. - Common Stock $880.457 0,40% 15.066
ACLS Axcelis Technologies, Inc. - Common Stock $872.228 0,40% 4.604 Naik ×1
RACE Ferrari N.V. Common Shares $862.224 0,39% 2.316 Naik ×1
PPA $857.509 0,39% 4.854 $137.703 Naik ×2
IBIT iShares Bitcoin Trust ETF $837.576 0,38% 25.160 $-133.835 Turun ×1
IAG Iamgold Corporation Ordinary Shares $836.241 0,38% 52.793 Naik ×1
GSOL $824.573 0,38% 149.109 $163.324 Naik ×2
IVE $793.892 0,36% 3.496 $47.324 Turun ×1
PSLV $777.104 0,35% 41.182 $-227.325
VTI $767.600 0,35% 2.074 $155.006 Naik ×1
PBR Petroleo Brasileiro S.A. Petrobras ADS $762.235 0,35% 47.168 Naik ×1
NXPI NXP Semiconductors N.V. - Common Stock $758.500 0,35% 2.699 Naik ×1
AG First Majestic Silver Corp. Ordinary Shares (Canada) $755.415 0,34% 44.541 $217.427 Naik ×1
DBB $734.060 0,33% 30.459 $-332.322 Turun ×1
RDVY First Trust Rising Dividend Achievers ETF $727.160 0,33% 8.971 $-74.921 Turun ×1
BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares $717.212 0,33% 8.259 Naik ×1
LEG Leggett & Platt, Incorporated Common Stock $704.883 0,32% 60.195 Naik ×1
GBTC $702.465 0,32% 15.432 $-126.184 Turun ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $688.924 0,31% 6.870 $279.915 Naik ×3
ITOT $683.491 0,31% 4.161 $12.328 Turun ×1
CNQ Canadian Natural Resources Limited Common Stock $682.086 0,31% 17.268 $473.668 Naik ×1
PATK Patrick Industries, Inc. - Common Stock $679.545 0,31% 7.569 Naik ×1
CDNL Cardinal Infrastructure Group Inc. - Class A Common Stock $660.342 0,30% 7.010 Naik ×1
BRKB $659.014 0,30% 1.317 $64.806 Naik ×3
PM Philip Morris International Inc Common Stock $652.847 0,30% 3.609 $120.553 Naik ×3
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $652.485 0,30% 855 $318.684
OTTR Otter Tail Corporation - Common Stock $645.876 0,29% 7.178 Naik ×1
ATRC AtriCure, Inc. - Common Stock $630.557 0,29% 22.536 Naik ×1
VDE $604.482 0,28% 4.026 $-363.614 Turun ×1
COTY Coty Inc. Class A Common Stock $583.682 0,27% 270.223 Naik ×1
BTI British American Tobacco Industries, p.l.c. Common Stock ADR $575.772 0,26% 9.323 $145.186 Naik ×3
TLT iShares 20+ Year Treasury Bond ETF $573.742 0,26% 6.639 $-259.125 Turun ×1
INSP Inspire Medical Systems, Inc. Common Stock $545.045 0,25% 12.218
KMPR Kemper Corporation $529.009 0,24% 19.622
TAN $511.352 0,23% 8.645 Naik ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $498.654 0,23% 3.411 $-15.223 Naik ×3

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
TSLA $10.622.265 4,84% naik ×3
NVDA $7.999.379 3,64% naik ×3
AAPL $7.730.536 3,52% naik ×3
AMZN $4.626.908 2,11% naik ×3
ILF $4.321.966 1,97% naik ×3
MO $3.762.450 1,71% naik ×3
ANET $3.418.155 1,56% naik ×3
VOO $3.113.074 1,42% naik ×3
LQD $2.745.074 1,25% naik ×3
GOOGL $2.174.753 0,99% naik ×3
TIP $1.492.881 0,68% naik ×3
AMD $1.390.118 0,63% naik ×3
XLU $966.647 0,44% naik ×3
XLP $949.513 0,43% naik ×3
HOOD $688.924 0,31% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
LLY $3.504.734 2.922 1,60%
LAMR $2.741.396 17.575 1,25%
MU $2.188.612 1.896 1,00%
FTI $1.806.211 27.243 0,82%
BKLN $1.721.591 84.516 0,78%
B $1.621.409 44.144 0,74%
PENG $1.494.889 19.667 0,68%
MBB $1.345.716 14.237 0,61%
AEM $1.310.383 8.447 0,60%
RYAAY $1.212.962 18.733 0,55%
ASML $1.147.907 577 0,52%
TXG $1.132.794 29.546 0,52%
ENTG $1.062.253 5.906 0,48%
ETN $1.041.437 2.444 0,47%
CMI $1.029.875 1.444 0,47%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
USFR Dipangkas -456K -$23.0M
QQQ Beli lebih banyak +2K +$2.3M
IAU Dipangkas -8K -$2.1M
TSLA Beli lebih banyak +2K +$2.1M
RSP Beli lebih banyak +8K +$2.0M
NVDA Beli lebih banyak +5K +$1.8M
AAPL Beli lebih banyak +2K +$1.5M
GLW Beli lebih banyak +2K +$1.2M
ANET Beli lebih banyak +2K +$1.1M
BIL Dipangkas -11K -$1.0M

4 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
FBTC 31 Des. 2025 33.890 $3.382.561 Tidak lagi dilacak
EXEL 30 Juni 2026 62.777 $2.692.506 -0,4%
EXEL 31 Des. 2025 56.678 $2.340.801 23,7%
HYG 31 Maret 2026 28.320 $2.283.421 Tidak lagi dilacak
MPLX 31 Maret 2026 41.346 $2.206.636 3,0%
ADBE 31 Maret 2026 6.172 $2.160.138 12,7%
EXPE 31 Des. 2025 9.802 $2.095.225 15,1%
UUP 31 Maret 2026 73.603 $1.989.485 Tidak lagi dilacak
SNEX 31 Des. 2025 18.186 $1.835.331 -30,5%
LRCX 30 Juni 2026 8.197 $1.751.405 -29,1%
JBL 31 Des. 2025 7.818 $1.697.914 40,5%
CRM 31 Des. 2025 7.069 $1.675.308 -22,4%
HYLB 31 Maret 2026 45.316 $1.668.990 Tidak lagi dilacak
TLT 31 Des. 2025 18.144 $1.621.516
CL 31 Des. 2025 20.236 $1.617.677 15,2%
KTB 31 Des. 2025 19.304 $1.539.917 30,1%
INSP 31 Maret 2026 16.230 $1.496.893 19,6%
MWA 30 Juni 2026 47.060 $1.293.679 -2,8%
VIRT 31 Maret 2026 38.331 $1.277.202 32,7%
GNW 31 Des. 2025 141.390 $1.258.371 8,9%
BHF 31 Des. 2025 23.417 $1.242.974 -18,4%
VVX 31 Maret 2026 22.761 $1.241.613 20,0%
SAM 31 Maret 2026 6.243 $1.218.197 -18,8%
ATKR 31 Maret 2026 18.812 $1.189.837 58,7%
VC 31 Des. 2025 9.915 $1.188.401 11,3%
TPH 31 Des. 2025 33.955 $1.153.451 Tidak lagi dilacak
CROX 30 Juni 2026 12.745 $1.058.090 1,8%
CAN 31 Des. 2025 1.084.468 $956.067 -60,3%
MBB 31 Maret 2026 8.919 $849.256
GOLD 30 Juni 2026 20.599 $825.614 7,9%
DNN 31 Maret 2026 306.826 $816.157 Tidak lagi dilacak
SEDG 31 Maret 2026 28.243 $814.811 -37,1%
TIGR 31 Maret 2026 85.116 $813.709 -20,8%
GRMN 31 Des. 2025 3.261 $802.911 44,9%
EH 31 Des. 2025 41.943 $778.882 -56,6%
SPOT 31 Maret 2026 1.311 $761.311 11,4%
CLS 31 Maret 2026 2.563 $757.648 7,0%
MMYT 31 Des. 2025 7.765 $726.804 -23,3%
PDD 31 Maret 2026 5.974 $677.392 -13,3%
SE 31 Maret 2026 5.295 $675.483 42,0%
TDC 31 Maret 2026 21.435 $652.481 8,9%
POWI 30 Juni 2026 12.616 $645.940 -34,1%
CNR 30 Juni 2026 6.158 $644.957 16,4%
BKLN 31 Des. 2025 30.478 $637.909 Tidak lagi dilacak
STNE 31 Maret 2026 43.016 $636.207 -33,6%
TME 31 Maret 2026 35.994 $630.975 -5,7%
SVM 30 Juni 2026 52.832 $567.416 Tidak lagi dilacak
NIO 31 Maret 2026 110.782 $564.988 -24,0%
PAAS 30 Juni 2026 10.126 $553.157 13,6%
ETHW 31 Des. 2025 18.398 $548.628 Tidak lagi dilacak
BFH 31 Maret 2026 7.123 $527.316 40,7%
REVG 31 Maret 2026 8.582 $521.871 Tidak lagi dilacak
JBHT 31 Maret 2026 2.651 $515.195 27,4%
TEX 30 Juni 2026 8.626 $509.809 -11,1%
CMCSA 31 Maret 2026 17.039 $509.296 -7,2%
HCI 31 Des. 2025 2.619 $502.755 -6,4%
NWE 30 Juni 2026 7.325 $483.011 -1,0%
VC 30 Juni 2026 5.273 $480.423 6,7%
EBAY 31 Maret 2026 5.509 $479.834 14,5%
VNT 31 Maret 2026 12.324 $458.206 -7,0%
MCY 31 Des. 2025 5.336 $452.388 10,2%
VIPS 31 Maret 2026 25.527 $451.573 -10,3%
MEDP 30 Juni 2026 927 $445.136 16,6%
MMM 31 Des. 2025 2.833 $439.627 12,7%
SUPN 31 Maret 2026 8.651 $429.955 -7,4%
KR 31 Maret 2026 6.637 $414.694 -22,9%
MNST 31 Des. 2025 6.061 $407.966 -37,7%
STRV 31 Maret 2026 9.019 $397.617 Tidak lagi dilacak
R 30 Juni 2026 1.942 $397.547 -5,9%
LAD 31 Des. 2025 1.243 $392.652 11,8%
VOD 31 Des. 2025 33.235 $385.526 22,2%
TMUS 31 Des. 2025 1.572 $376.248 -10,1%
FOX 30 Juni 2026 6.836 $363.011 29,9%
DLTR 30 Juni 2026 3.266 $357.660 7,2%
PGNY 31 Des. 2025 16.602 $357.275 3,2%
QFIN 31 Des. 2025 11.895 $342.338 -39,9%
CADE 31 Des. 2025 9.112 $342.064 Tidak lagi dilacak
KMPR 31 Des. 2025 6.542 $337.228 -34,7%
BMNR 31 Maret 2026 12.131 $329.361 8,4%
KO 31 Maret 2026 4.344 $303.655 19,8%
RTX 30 Juni 2026 1.455 $280.614 14,5%
EPI 30 Juni 2026 6.693 $273.074 Tidak lagi dilacak
MSTR 31 Des. 2025 844 $271.945 -26,2%
JCPB 30 Juni 2026 5.717 $269.137 Tidak lagi dilacak
HMOP 31 Des. 2025 6.736 $262.515 Tidak lagi dilacak
CGDV 30 Juni 2026 6.120 $260.349 Tidak lagi dilacak
NFLX 30 Juni 2026 2.601 $250.086 13,0%
XLE 30 Juni 2026 3.997 $244.853 Tidak lagi dilacak
XLE 31 Des. 2025 2.724 $243.368 Tidak lagi dilacak
BND 30 Juni 2026 3.246 $239.035
CEG 30 Juni 2026 853 $238.122 10,8%
BP 30 Juni 2026 4.881 $229.384 22,2%
RPV 31 Des. 2025 2.254 $224.037 Tidak lagi dilacak
URNM 30 Juni 2026 3.517 $222.073 Tidak lagi dilacak
GS 30 Juni 2026 259 $218.701 0,6%
TLN 31 Des. 2025 512 $217.795 -16,0%
FTGS 31 Des. 2025 5.977 $214.636
STRK 30 Juni 2026 2.995 $211.759 18,6%
COST 31 Des. 2025 225 $208.487 8,7%
TDW 30 Juni 2026 2.475 $206.786 43,4%
AVGO 31 Des. 2025 615 $202.926 5,2%
WRB 31 Maret 2026 2.880 $201.916 5,0%
NFE 30 Juni 2026 17.400 $10.266 -18,2%
VSEEW 31 Des. 2025 10.000 $169 Tidak lagi dilacak