Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/6 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 90
- 較 2021 年第 4 季 +9
- 總值
- $1.69 億
- 較 2021 年第 4 季 −$773.3 萬 (−4.4%)
| 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 | 574,073 | $4,785 萬 | 28.4% | −13,610−2.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 739,292 | $4,381 萬 | 26.0% | +3,483+0.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 78,943 | $1,310 萬 | 7.8% | +27,053+52.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 31,291 | $868.7 萬 | 5.2% | −164−0.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,985 | $287.0 萬 | 1.7% | +532+2.3% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 24,997 | $251.2 萬 | 1.5% | −48,528−66.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 45,716 | $229.8 萬 | 1.4% | −1,090−2.3% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 24,191 | $221.2 萬 | 1.3% | +5,757+31.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,668 | $206.2 萬 | 1.2% | +1,918+6.9% | 加碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 25,982 | $193.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,521 | $191.8 萬 | 1.1% | −2,313−13.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,171 | $177.6 萬 | 1.1% | +13+0.1% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,224 | $148.9 萬 | 0.9% | −154−1.6% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,439 | $139.1 萬 | 0.8% | −76−1.4% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 11,898 | $128.8 萬 | 0.8% | −202−1.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,465 | $122.3 萬 | 0.7% | −2,949−46.0% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 26,487 | $101.4 萬 | 0.6% | +2,658+11.2% | 加碼 | – |
| INTCIntel Corp | Stock | 18,059 | $89.5 萬 | 0.5% | +10,004+124.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,035 | $89.2 萬 | 0.5% | +210+4.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,867 | $84.7 萬 | 0.5% | −53−2.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,115 | $84.3 萬 | 0.5% | −1,601−9.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 10,446 | $83.0 萬 | 0.5% | +10,446 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 22,543 | $82.1 萬 | 0.5% | +817+3.8% | 加碼 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 22,635 | $81.8 萬 | 0.5% | +3,925+21.0% | 加碼 | – |
| Barrick Gold Corp067901108 | COM | 28,665 | $70.3 萬 | 0.4% | +1,088+3.9% | 加碼 | – |
| PFEPfizer Inc | Stock | 13,241 | $68.5 萬 | 0.4% | −13,556−50.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,298 | $68.1 萬 | 0.4% | +305+3.8% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 7,376 | $66.3 萬 | 0.4% | +74+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,398 | $63.2 萬 | 0.4% | +713+6.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,045 | $61.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,426 | $60.0 萬 | 0.4% | +1,192+19.1% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 16,955 | $56.5 萬 | 0.3% | +16,955 | 新進 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,200 | $54.5 萬 | 0.3% | −4,190−29.1% | 減碼依 2 比 1 拆股換算 | – |
| CAHCardinal Health Inc | Stock | 9,589 | $54.4 萬 | 0.3% | +9,589 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,704 | $52.5 萬 | 0.3% | +14+0.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,970 | $52.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,441 | $51.8 萬 | 0.3% | −20−0.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,169 | $51.6 萬 | 0.3% | −143−10.9% | 減碼 | 歷史 |
| PALLabrdn Palladium ETF Trust | PHYSICAL PALLADM | 2,380 | $49.7 萬 | 0.3% | +2,380 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,236 | $49.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,955 | $49.3 萬 | 0.3% | −6,999−54.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,547 | $48.5 萬 | 0.3% | −74−1.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,260 | $48.5 萬 | 0.3% | +1,580+94.0% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,769 | $45.6 萬 | 0.3% | +817+27.7% | 加碼 | – |
| EXPEagle Materials Inc | COM | 3,550 | $45.6 萬 | 0.3% | +3,550 | 新進 | 歷史 |
| DBOInvesco DB Oil Fund | OIL FD | 26,266 | $45.5 萬 | 0.3% | +26,266 | 新進 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 7,407 | $45.4 萬 | 0.3% | −69−0.9% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 8,491 | $45.2 萬 | 0.3% | −15,754−65.0% | 減碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 7,336 | $44.9 萬 | 0.3% | +7,336 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,400 | $43.5 萬 | 0.3% | +3,400 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 7,500 | $42.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 150 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 3,924 | $40.0 萬 | 0.2% | −521−11.7% | 減碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 8,106 | $39.2 萬 | 0.2% | −246−2.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,831 | $38.8 萬 | 0.2% | −1,806−32.0% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 8,351 | $38.6 萬 | 0.2% | +8,351 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 2,620 | $36.3 萬 | 0.2% | +377+16.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,141 | $35.8 萬 | 0.2% | −245−10.3% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 752 | $35.6 萬 | 0.2% | −970−56.3% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 2,110 | $34.9 萬 | 0.2% | −403−16.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,361 | $33.8 萬 | 0.2% | −1,259−16.5% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,200 | $33.7 萬 | 0.2% | +1,200+20.0% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,061 | $33.3 萬 | 0.2% | −61−2.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 117 | $32.5 萬 | 0.2% | −4−3.3% | 減碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 8,675 | $32.2 萬 | 0.2% | −150−1.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,359 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,142 | $29.2 萬 | 0.2% | +50+2.4% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,863 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 929 | $28.4 萬 | 0.2% | −39−4.0% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ISHARES | 7,620 | $28.1 萬 | 0.2% | +7,620 | 新進 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,727 | $26.4 萬 | 0.2% | −126−1.6% | 減碼 | – |
| BABoeing Co | Stock | 1,365 | $26.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 821 | $24.1 萬 | 0.1% | −21−2.5% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,990 | $23.6 萬 | 0.1% | +2,990 | 新進 | – |
| NUENucor Corp | COM | 1,573 | $23.4 萬 | 0.1% | +1,573 | 新進 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 7,693 | $23.3 萬 | 0.1% | +1,150+17.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,040 | $23.1 萬 | 0.1% | +37+3.7% | 加碼 | 歷史 |
| ASBAssociated Banc-Corp | COM | 10,000 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 15,220 | $21.4 萬 | 0.1% | +4,046+36.2% | 加碼 | – |
| WTRGEssential Utilities, Inc. | COM | 4,174 | $21.3 萬 | 0.1% | −1,220−22.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,385 | $21.0 萬 | 0.1% | +3,385 | 新進 | 歷史 |
| UAUnder Armour, Inc. | CL C | 13,500 | $21.0 萬 | 0.1% | +13,500 | 新進 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 4,600 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,718 | $20.8 萬 | 0.1% | +2,718 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 1,257 | $20.4 萬 | 0.1% | +1,257 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,354 | $20.1 萬 | 0.1% | +3,354 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 5,453 | $20.0 萬 | 0.1% | −3,527−39.3% | 減碼 | – |
| iShares Tr464289131 | BRAZIL SM-CP ETF | 10,357 | $17.6 萬 | 0.1% | 00.0% | 不變 | – |
| MWAMueller Water Products, Inc. | COM SER A | 12,527 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 18,689 | $10.8 萬 | 0.1% | +18,689 | 新進 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PTLOPortillo's Inc. | COM CL A | 14,688 | $55.1 萬 | 0.3% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 4,773 | $52.3 萬 | 0.3% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 8,973 | $50.2 萬 | 0.3% | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 9,663 | $40.5 萬 | 0.2% | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 8,805 | $38.2 萬 | 0.2% | – |
| IAUiShares Gold Trust | ETF | 8,995 | $31.3 萬 | 0.2% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 44,800 | $27.9 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,822 | $21.3 萬 | 0.1% | 歷史 |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 15,793 | $20.1 萬 | 0.1% | 歷史 |