Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/1 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 81
- 較 2021 年第 3 季 +5
- 總值
- $1.76 億
- 較 2021 年第 3 季 +$694.0 萬 (+4.1%)
| 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 | 587,683 | $5,027 萬 | 28.5% | −741−0.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 735,809 | $4,476 萬 | 25.4% | +725,613+7,116.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 31,455 | $961.2 萬 | 5.5% | −7,956−20.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 51,890 | $871.4 萬 | 4.9% | −3,304−6.0% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 73,525 | $847.2 萬 | 4.8% | −9,627−11.6% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,453 | $287.0 萬 | 1.6% | −501−2.1% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 25,982 | $277.7 萬 | 1.6% | −1,981−7.1% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 16,834 | $249.5 萬 | 1.4% | +4,170+32.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 46,806 | $236.3 萬 | 1.3% | −5,216−10.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,750 | $207.1 萬 | 1.2% | +78+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,414 | $191.8 萬 | 1.1% | +341+5.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,158 | $180.4 萬 | 1.0% | +3,206+46.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 18,434 | $168.5 萬 | 1.0% | +2,136+13.1% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,515 | $161.6 萬 | 0.9% | −280−4.8% | 減碼 | – |
| PFEPfizer Inc | Stock | 26,797 | $158.2 萬 | 0.9% | −304−1.1% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,378 | $155.7 萬 | 0.9% | −326−3.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 12,100 | $140.5 萬 | 0.8% | −257−2.1% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 24,245 | $136.1 萬 | 0.8% | −750,100−96.9% | 減碼 | – |
| ORCLOracle Corp | Stock | 12,954 | $113.0 萬 | 0.6% | −228−1.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,716 | $105.9 萬 | 0.6% | +1,871+12.6% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,722 | $93.4 萬 | 0.5% | +5+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,920 | $91.6 萬 | 0.5% | +6+0.3% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 21,726 | $85.7 萬 | 0.5% | +849+4.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,825 | $82.5 萬 | 0.5% | +343+7.7% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,195 | $81.3 萬 | 0.5% | +560+8.4% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 23,829 | $78.0 萬 | 0.4% | +23,829 | 新進 | – |
| QCOMQualcomm Inc | Stock | 4,045 | $74.0 萬 | 0.4% | −30−0.7% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 7,302 | $66.1 萬 | 0.4% | −318−4.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,970 | $62.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,993 | $61.3 萬 | 0.3% | +109+1.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,685 | $60.7 萬 | 0.3% | +776+7.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,637 | $58.2 萬 | 0.3% | +477+9.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,461 | $56.9 萬 | 0.3% | +1,109+82.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,690 | $56.8 萬 | 0.3% | +1,690 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 5,621 | $55.2 萬 | 0.3% | +457+8.8% | 加碼 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 14,688 | $55.1 萬 | 0.3% | +14,688 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,235 | $52.9 萬 | 0.3% | +421+15.0% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 27,577 | $52.4 萬 | 0.3% | +95+0.3% | 加碼 | – |
| RGAReinsurance Group of America Inc | COM NEW | 4,773 | $52.3 萬 | 0.3% | −100−2.1% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 18,710 | $51.5 萬 | 0.3% | +18,710 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 6,234 | $51.1 萬 | 0.3% | +215+3.6% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 8,973 | $50.2 萬 | 0.3% | −50−0.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 7,500 | $49.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 4,445 | $47.8 萬 | 0.3% | +141+3.3% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 2,513 | $47.5 萬 | 0.3% | +538+27.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,312 | $46.6 萬 | 0.3% | −8−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 150 | $43.4 萬 | 0.2% | +55+57.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,620 | $42.5 萬 | 0.2% | −193−2.5% | 減碼 | – |
| INTCIntel Corp | Stock | 8,055 | $41.5 萬 | 0.2% | +1,780+28.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,386 | $41.4 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 9,663 | $40.5 萬 | 0.2% | −30.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,952 | $39.1 萬 | 0.2% | +806+37.6% | 加碼 | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 8,805 | $38.2 萬 | 0.2% | −100−1.1% | 減碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 8,352 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 121 | $35.1 萬 | 0.2% | +121 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 8,980 | $34.9 萬 | 0.2% | −380−4.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,003 | $33.7 萬 | 0.2% | −26−2.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 7,476 | $33.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,122 | $33.2 萬 | 0.2% | −164−7.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,092 | $33.1 萬 | 0.2% | +746+55.4% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 8,825 | $31.5 萬 | 0.2% | −75−0.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 8,995 | $31.3 萬 | 0.2% | +8,995 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,863 | $31.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,000 | $30.2 萬 | 0.2% | −30−0.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,680 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 5,394 | $29.0 萬 | 0.2% | +797+17.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,853 | $28.4 萬 | 0.2% | −400−4.8% | 減碼 | – |
| NOKNokia Corp | SPONSORED ADR | 44,800 | $27.9 萬 | 0.2% | −2,500−5.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 842 | $27.7 萬 | 0.2% | +842 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,364 | $27.5 萬 | 0.2% | +95+7.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,243 | $26.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 968 | $24.1 萬 | 0.1% | +968 | 新進 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 4,600 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,359 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,822 | $21.3 萬 | 0.1% | +1,822 | 新進 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 6,543 | $21.0 萬 | 0.1% | +6,543 | 新進 | – |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 15,793 | $20.1 萬 | 0.1% | +5,477+53.1% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 12,527 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 11,174 | $15.2 萬 | 0.1% | +1,059+10.5% | 加碼 | – |
| iShares Tr464289131 | BRAZIL SM-CP ETF | 10,357 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 3 季之後清倉（5 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,401 | $56.7 萬 | 0.3% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,300 | $40.2 萬 | 0.2% | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,269 | $23.8 萬 | 0.1% | – |
| NUENucor Corp | COM | 2,036 | $20.1 萬 | 0.1% | 歷史 |
| DBOInvesco DB Oil Fund | OIL FD | 11,180 | $15.3 萬 | 0.1% | 歷史 |