Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/4 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 79
- 較 2021 年第 1 季 +7
- 總值
- $1.77 億
- 較 2021 年第 1 季 +$597.6 萬 (+3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 614,177 | $5,292 萬 | 29.8% | −13,650−2.2% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 800,036 | $4,550 萬 | 25.6% | −15,236−1.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 39,101 | $1,062 萬 | 6.0% | +250+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 82,473 | $933.6 萬 | 5.3% | +169+0.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 53,759 | $852.7 萬 | 4.8% | +1,117+2.1% | 加碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 27,963 | $278.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,492 | $270.1 萬 | 1.5% | −15−0.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 46,872 | $237.8 萬 | 1.3% | −1,705−3.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,110 | $195.5 萬 | 1.1% | +134+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,693 | $186.0 萬 | 1.0% | +61+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,918 | $184.5 萬 | 1.0% | −94−1.6% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 18,292 | $167.3 萬 | 0.9% | −5,450−23.0% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,883 | $163.8 萬 | 0.9% | −84−0.8% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,921 | $143.2 萬 | 0.8% | +5,587+128.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,142 | $138.9 萬 | 0.8% | −4,975−32.9% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 11,868 | $121.0 萬 | 0.7% | −65−0.5% | 減碼 | – |
| PFEPfizer Inc | Stock | 28,585 | $111.9 萬 | 0.6% | −315−1.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 10,233 | $110.8 萬 | 0.6% | +1,089+11.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 14,030 | $109.2 萬 | 0.6% | +41+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,203 | $91.2 萬 | 0.5% | −1,014−5.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,892 | $81.3 萬 | 0.5% | +324+20.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,770 | $78.6 萬 | 0.4% | +194+4.2% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,722 | $78.2 萬 | 0.4% | +721+72.0% | 加碼 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,509 | $74.0 萬 | 0.4% | +162+4.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,872 | $71.7 萬 | 0.4% | +2,924+74.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 12,257 | $68.7 萬 | 0.4% | +80+0.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,775 | $67.1 萬 | 0.4% | −211−7.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,584 | $66.8 萬 | 0.4% | +225+2.7% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 10,873 | $64.5 萬 | 0.4% | −566−4.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,470 | $63.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 8,279 | $63.7 萬 | 0.4% | +379+4.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 10,196 | $62.6 萬 | 0.4% | +481+5.0% | 加碼 | – |
| RGAReinsurance Group of America Inc | COM NEW | 5,273 | $60.1 萬 | 0.3% | −116−2.2% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 8,500 | $59.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,075 | $58.2 萬 | 0.3% | −9−0.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,401 | $57.0 萬 | 0.3% | +384+4.8% | 加碼 | – |
| Barrick Gold Corp067901108 | COM | 25,701 | $53.1 萬 | 0.3% | +427+1.7% | 加碼 | – |
| MSMorgan Stanley | Stock | 5,634 | $51.7 萬 | 0.3% | −307−5.2% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 6,921 | $51.6 萬 | 0.3% | +200+3.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,358 | $51.4 萬 | 0.3% | +65+5.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,023 | $50.3 萬 | 0.3% | +335+5.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,694 | $45.9 萬 | 0.3% | −6−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,370 | $45.5 萬 | 0.3% | −22−0.6% | 減碼 | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 11,191 | $43.1 萬 | 0.2% | +2,126+23.5% | 加碼 | – |
| INTCIntel Corp | Stock | 7,631 | $42.8 萬 | 0.2% | −44−0.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,327 | $41.9 萬 | 0.2% | +3,233+63.5% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 2,863 | $40.6 萬 | 0.2% | −21−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 161 | $40.4 萬 | 0.2% | −41−20.3% | 減碼 | 歷史 |
| DBOInvesco DB Oil Fund | OIL FD | 30,960 | $39.9 萬 | 0.2% | +5,119+19.8% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 2,000 | $38.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,899 | $37.3 萬 | 0.2% | −51−0.9% | 減碼 | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 9,105 | $36.8 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,025 | $35.6 萬 | 0.2% | −29−2.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,356 | $34.9 萬 | 0.2% | +217+10.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,030 | $34.4 萬 | 0.2% | +415+7.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,680 | $33.4 萬 | 0.2% | +30+1.8% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,352 | $32.5 萬 | 0.2% | −131−1.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,799 | $32.3 萬 | 0.2% | +8,799 | 新進 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 7,476 | $32.2 萬 | 0.2% | −1,309−14.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,063 | $32.1 萬 | 0.2% | +46+2.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,334 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,353 | $30.7 萬 | 0.2% | +511+27.7% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,941 | $29.9 萬 | 0.2% | +1,941 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 122 | $29.8 萬 | 0.2% | +3+2.5% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,956 | $28.4 萬 | 0.2% | +3,956 | 新進 | – |
| NEMNEWMONT Corp | Stock | 4,443 | $28.2 萬 | 0.2% | +4,443 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,020 | $28.0 萬 | 0.2% | +2,020 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 7,069 | $27.9 萬 | 0.2% | +7,069 | 新進 | – |
| JNPRJuniper Networks Inc | COM | 10,000 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 701 | $26.6 萬 | 0.1% | −13−1.8% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 48,900 | $26.0 萬 | 0.1% | +8,000+19.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,559 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 5,400 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 847 | $22.7 萬 | 0.1% | +847 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 5,815 | $21.4 萬 | 0.1% | +5,815 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 6,543 | $21.2 萬 | 0.1% | +6,543 | 新進 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289131 | BRAZIL SM-CP ETF | 10,357 | $20.5 萬 | 0.1% | −1,643−13.7% | 減碼 | – |
| MWAMueller Water Products, Inc. | COM SER A | 12,527 | $18.1 萬 | 0.1% | −3,384−21.3% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,650 | $27.0 萬 | 0.2% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,055 | $24.1 萬 | 0.1% | – |