INSIGHT 2811, INC.
- SEC CIK
- 0001334952
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/11。SEC
- 持股檔數
- 105
- 較 2026 年第 1 季 +7
- 總值
- $2.47 億
- 較 2026 年第 1 季 +$1,695.6 萬 (+7.4%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS92206C102 | SHORT TERM TREAS | 852,297 | $4,960.37 萬 | 20.09% | +854+0.1% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 33,016 | $2,472.55 萬 | 10.01% | −42−0.1% | 減碼 | – |
| ISHARES TR464287432 | 20 YR TR BD ETF | 270,842 | $2,340.62 萬 | 9.48% | −330−0.1% | 減碼 | – |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 214,231 | $2,120.46 萬 | 8.59% | +1,949+0.9% | 加碼 | – |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 210,540 | $1,728.74 萬 | 7.00% | −654−0.3% | 減碼 | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 61,000 | $1,478.83 萬 | 5.99% | +1,276+2.1% | 加碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 80,753 | $779.91 萬 | 3.16% | +337+0.4% | 加碼 | – |
| VANGUARD LONG-TERM TREASURY ETF92206C847 | ETF | 137,020 | $756.07 萬 | 3.06% | +1,771+1.3% | 加碼 | – |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 50,037 | $458.54 萬 | 1.86% | +633+1.3% | 加碼 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 26,212 | $325.47 萬 | 1.32% | +19,670+300.7% | 加碼 | – |
| VANGUARD S&P 500 VALUE ETF921932703 | ETF | 14,831 | $325.11 萬 | 1.32% | +77+0.5% | 加碼 | – |
| INTCINTEL CORP COM | Stock | 22,669 | $316.53 萬 | 1.28% | −292−1.3% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 4,177 | $311.93 萬 | 1.26% | +169+4.2% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 5,350 | $267.71 萬 | 1.08% | +352+7.0% | 加碼 | 查看 |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 16,737 | $245.05 萬 | 0.99% | +249+1.5% | 加碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 33,585 | $239.29 萬 | 0.97% | +20+0.1% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 7,649 | $221.33 萬 | 0.90% | −36−0.5% | 減碼 | 查看 |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 39,397 | $199.23 萬 | 0.81% | −2,923−6.9% | 減碼 | – |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 11,213 | $184.57 萬 | 0.75% | +994+9.7% | 加碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 2,480 | $179.3 萬 | 0.73% | +10+0.4% | 加碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 15,036 | $176.61 萬 | 0.72% | +38+0.3% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 4,837 | $170.91 萬 | 0.69% | +30+0.6% | 加碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 17,370 | $160.27 萬 | 0.65% | +3,109+21.8% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 4,679 | $153.15 萬 | 0.62% | +64+1.4% | 加碼 | 查看 |
| ISHARES RUSSELL 2000 GROWTH ETF464287648 | ETF | 3,566 | $140.49 萬 | 0.57% | +8+0.2% | 加碼 | – |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 6,250 | $138.25 萬 | 0.56% | +11+0.2% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 5,163 | $131.12 萬 | 0.53% | +88+1.7% | 加碼 | 查看 |
| VANGUARD ADMIRAL FDS INC921932828 | SMLLCP 600 IDX | 9,519 | $130.93 萬 | 0.53% | −17−0.2% | 減碼 | – |
| FBINFORTUNE BRANDS INNOVATIONS I | COM | 23,572 | $129.41 萬 | 0.52% | 00.0% | 不變 | 查看 |
| BBARRICK MNG CORP COM SHS | Stock | 34,644 | $127.25 萬 | 0.52% | +539+1.6% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 3,159 | $117.84 萬 | 0.48% | +51+1.6% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 3,226 | $115.29 萬 | 0.47% | +27+0.8% | 加碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,489 | $102.27 萬 | 0.41% | +123+9.0% | 加碼 | – |
| MSMORGAN STANLEY COM NEW | Stock | 4,838 | $101.13 萬 | 0.41% | +56+1.2% | 加碼 | 查看 |
| SPDR SERIES TRUST78468R408 | ST TERM HIGH ETF | 37,756 | $94.5 萬 | 0.38% | −413−1.1% | 減碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 3,021 | $84.95 萬 | 0.34% | 00.0% | 不變 | 查看 |
| ORCLORACLE CORP COM | Stock | 5,554 | $81.39 萬 | 0.33% | +18+0.3% | 加碼 | 查看 |
| ACGLARCH CAP GROUP LTD ORD | Stock | 8,307 | $80.63 萬 | 0.33% | −33−0.4% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 5,956 | $76.53 萬 | 0.31% | +219+3.8% | 加碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 2,522 | $75.77 萬 | 0.31% | −78−3.0% | 減碼 | – |
| BABOEING CO COM | Stock | 3,447 | $74.61 萬 | 0.30% | +116+3.5% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 1,860 | $70.26 萬 | 0.28% | +138+8.0% | 加碼 | 查看 |
| WISDOMTREE TR97717X594 | ITL HDG QTLY DIV | 13,219 | $69.24 萬 | 0.28% | 00.0% | 不變 | – |
| AEMAGNICO EAGLE MINES LTD COM | Stock | 4,353 | $67.53 萬 | 0.27% | 00.0% | 不變 | 查看 |
| TGTTARGET CORP COM | Stock | 5,109 | $66.72 萬 | 0.27% | +164+3.3% | 加碼 | 查看 |
| SPDR SERIES TRUST78464A755 | ST STR SP METAL | 6,222 | $66.53 萬 | 0.27% | 00.0% | 不變 | – |
| METAMETA PLATFORMS INC CL A | Stock | 1,116 | $62.86 萬 | 0.25% | +13+1.2% | 加碼 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 3,357 | $62.03 萬 | 0.25% | +66+2.0% | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 609 | $61.61 萬 | 0.25% | −10−1.6% | 減碼 | 查看 |
| MCKMCKESSON CORP COM | Stock | 764 | $57.73 萬 | 0.23% | 00.0% | 不變 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 13,435 | $56.88 萬 | 0.23% | +171+1.3% | 加碼 | 查看 |
| EXPEAGLE MATLS INC | COM | 2,520 | $56.7 萬 | 0.23% | 00.0% | 不變 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 3,812 | $55.9 萬 | 0.23% | +179+4.9% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 2,212 | $55.65 萬 | 0.23% | +38+1.7% | 加碼 | 查看 |
| ALLALLSTATE CORP COM | Stock | 2,268 | $53.96 萬 | 0.22% | +119+5.5% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 2,537 | $50.76 萬 | 0.21% | +23+0.9% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 983 | $50.08 萬 | 0.20% | +36+3.8% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 3,533 | $47.84 萬 | 0.19% | +263+8.0% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 4,656 | $43.49 萬 | 0.18% | −10−0.2% | 減碼 | 查看 |
| VANGUARD S&P 500 GROWTH ETF921932505 | ETF | 5,189 | $42.87 萬 | 0.17% | +4,322+498.5% | 加碼 | – |
| SPDR SERIES TRUST78468R523 | ST STR BL 12 ETF | 3,975 | $39.5 萬 | 0.16% | −500−11.2% | 減碼 | – |
| VANGUARD ADMIRAL FDS INC921932794 | SMLCP 600 GRTH | 2,535 | $38.89 萬 | 0.16% | +14+0.6% | 加碼 | – |
| SHELSHELL PLC SPON ADS | ADR | 4,920 | $38.15 萬 | 0.15% | +20+0.4% | 加碼 | 查看 |
| VANGUARD ADMIRAL FDS INC921932869 | MIDCP 400 GRTH | 2,579 | $37.73 萬 | 0.15% | +12+0.5% | 加碼 | – |
| VANGUARD ADMIRAL FDS INC921932778 | SMLCP 600 VAL | 3,176 | $37.26 萬 | 0.15% | +10+0.3% | 加碼 | – |
| XOMEXXON MOBIL CORP | COM | 2,707 | $37 萬 | 0.15% | +17+0.6% | 加碼 | 查看 |
| ISHARES TR464287721 | U.S. TECH ETF | 1,410 | $35.56 萬 | 0.14% | 00.0% | 不變 | – |
| TPRTAPESTRY INC | COM | 2,397 | $35.08 萬 | 0.14% | 00.0% | 不變 | 查看 |
| VANGUARD ADMIRAL FDS INC921932844 | MIDCP 400 VAL | 3,073 | $35.05 萬 | 0.14% | +10.0% | 加碼 | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 4,017 | $34.34 萬 | 0.14% | 00.0% | 不變 | – |
| MCDMCDONALDS CORP COM | Stock | 1,241 | $33.55 萬 | 0.14% | +61+5.2% | 加碼 | 查看 |
| AJGGALLAGHER ARTHUR J & CO | COM | 1,420 | $32.6 萬 | 0.13% | +20+1.4% | 加碼 | 查看 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 1,995 | $30.78 萬 | 0.12% | 00.0% | 不變 | – |
| SPDR SERIES TRUST78468R556 | SP O&G EXPL PRO | 1,949 | $30.07 萬 | 0.12% | 00.0% | 不變 | – |
| DHRDANAHER CORP DEL COM | Stock | 1,556 | $29.63 萬 | 0.12% | +30+2.0% | 加碼 | 查看 |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 2,400 | $28.68 萬 | 0.12% | +2,100+700.0% | 加碼 | – |
| IAUISHARES GOLD TRUST | ETF | 3,755 | $28.35 萬 | 0.11% | 00.0% | 不變 | 查看 |
| EXPEEXPEDIA GROUP INC COM NEW | Stock | 1,100 | $28.15 萬 | 0.11% | 00.0% | 不變 | 查看 |
| BAXBAXTER INTL INC COM | Stock | 12,832 | $27.36 萬 | 0.11% | +2,547+24.8% | 加碼 | 查看 |
| BPBP PLC SPONSORED ADR | ADR | 7,366 | $27.22 萬 | 0.11% | +613+9.1% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 3,341 | $27.15 萬 | 0.11% | 00.0% | 不變 | 查看 |
| MBCMASTERBRAND INC | COMMON STOCK | 25,982 | $26.74 萬 | 0.11% | 00.0% | 不變 | 查看 |
| NUENUCOR CORP | COM | 1,200 | $26.73 萬 | 0.11% | +1,200 | 新進 | 查看 |
| MFCMANULIFE FINL CORP | COM | 6,526 | $26.44 萬 | 0.11% | 00.0% | 不變 | 查看 |
| CAHCARDINAL HEALTH INC COM | Stock | 1,096 | $26.02 萬 | 0.11% | +7+0.6% | 加碼 | 查看 |
| EBAYEBAY INC. | COM | 2,300 | $25.7 萬 | 0.10% | 00.0% | 不變 | 查看 |
| ISHARES INC46434G764 | MSCI EMRG CHN | 2,439 | $24.95 萬 | 0.10% | +2,439 | 新進 | – |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 486 | $24.75 萬 | 0.10% | +29+6.3% | 加碼 | 查看 |
| ASBASSOCIATED BANC-CORP | COM | 8,000 | $24.62 萬 | 0.10% | 00.0% | 不變 | 查看 |
| MWAMUELLER WTR PRODS INC | COM SER A | 9,362 | $24.18 萬 | 0.10% | 00.0% | 不變 | 查看 |
| CLXCLOROX CO DEL COM | Stock | 2,520 | $24.05 萬 | 0.10% | +2,520 | 新進 | 查看 |
| MDTMEDTRONIC PLC SHS | Stock | 3,038 | $23.77 萬 | 0.10% | +3,038 | 新進 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 1,552 | $23.52 萬 | 0.10% | 00.0% | 不變 | 查看 |
| ROSTROSS STORES INC | COM | 1,061 | $22.59 萬 | 0.09% | 00.0% | 不變 | 查看 |
| CMICUMMINS INC COM | Stock | 310 | $22.12 萬 | 0.09% | +310 | 新進 | 查看 |
| ALPS ETF TR00162Q452 | ALERIAN MLP | 4,247 | $22.02 萬 | 0.09% | 00.0% | 不變 | – |
| GDGENERAL DYNAMICS CORP COM | Stock | 617 | $21.86 萬 | 0.09% | 00.0% | 不變 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 293 | $21.58 萬 | 0.09% | 00.0% | 不變 | – |
| HIIHUNTINGTON INGALLS INDS INC | COM | 769 | $21.52 萬 | 0.09% | +54+7.6% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 3,705 | $21.11 萬 | 0.09% | +3,705 | 新進 | 查看 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | $858.79 萬 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | $191.46 萬 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | $106.69 萬 | – |
2026 年第 1 季 之後清倉（1 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 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 % |
|---|---|---|---|---|
| KTOSKRATOS DEFENSE & SEC SOLUTIO | COM NEW | 3,200 | $22.56 萬 | 0.10% |