Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/7 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 94
- 較 2022 年第 3 季 +13
- 總值
- $1.62 億
- 較 2022 年第 3 季 +$1,429 萬 (+9.7%)
| 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 | 458,619 | $3,723 萬 | 23.0% | −92,268−16.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 561,470 | $3,246 萬 | 20.0% | −131,715−19.0% | 減碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 660,556 | $1,575 萬 | 9.7% | +660,556 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 76,900 | $1,166 萬 | 7.2% | +1,829+2.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 81,855 | $748.7 萬 | 4.6% | +31,226+61.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,707 | $636.4 萬 | 3.9% | +80.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,977 | $252.6 萬 | 1.6% | +1,002+4.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 24,589 | $205.6 萬 | 1.3% | +378+1.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 30,677 | $189.1 萬 | 1.2% | +1,947+6.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 34,187 | $171.4 萬 | 1.1% | −6,846−16.7% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 25,982 | $148.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 10,978 | $142.6 萬 | 0.9% | +277+2.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,537 | $140.1 萬 | 0.9% | +368+8.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 16,451 | $123.8 萬 | 0.8% | +16,451 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 8,725 | $121.0 萬 | 0.7% | −23−0.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 6,471 | $114.3 萬 | 0.7% | +703+12.2% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,140 | $110.3 萬 | 0.7% | −5−0.1% | 減碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 34,235 | $107.8 萬 | 0.7% | −865−2.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,372 | $104.0 萬 | 0.6% | +1,086+13.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,218 | $101.2 萬 | 0.6% | +1,857+78.7% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,458 | $94.2 萬 | 0.6% | +2,765+41.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 19,192 | $91.4 萬 | 0.6% | +1,548+8.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,280 | $87.6 萬 | 0.5% | +513+29.0% | 加碼 | – |
| DHRDanaher Corp | Stock | 3,285 | $87.2 萬 | 0.5% | +19+0.6% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 21,545 | $84.0 萬 | 0.5% | −5,190−19.4% | 減碼 | – |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 28,385 | $82.2 萬 | 0.5% | +28,385 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 11,634 | $77.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 4,740 | $72.7 萬 | 0.4% | −1,812−27.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 13,905 | $71.2 萬 | 0.4% | +864+6.6% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 40,888 | $70.2 萬 | 0.4% | +10,616+35.1% | 加碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 10,860 | $68.2 萬 | 0.4% | +1,117+11.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,483 | $67.9 萬 | 0.4% | +985+28.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,633 | $62.1 萬 | 0.4% | +1,575+51.5% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,951 | $62.1 萬 | 0.4% | +8+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,252 | $60.9 萬 | 0.4% | −11−0.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,218 | $58.1 萬 | 0.4% | +583+22.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,155 | $54.0 萬 | 0.3% | −265−3.6% | 減碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 3,174 | $54.0 萬 | 0.3% | −41−1.3% | 減碼 | – |
| INTCIntel Corp | Stock | 20,236 | $53.5 萬 | 0.3% | +1,176+6.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,468 | $52.9 萬 | 0.3% | −42−0.6% | 減碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 34,400 | $50.8 萬 | 0.3% | −5,150−13.0% | 減碼 | – |
| MSMorgan Stanley | Stock | 5,815 | $49.4 萬 | 0.3% | +41+0.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,398 | $48.8 萬 | 0.3% | −972−7.3% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,551 | $48.0 萬 | 0.3% | +2,481+119.9% | 加碼 | – |
| TGTTarget Corp | Stock | 3,070 | $45.8 萬 | 0.3% | +706+29.9% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 7,763 | $45.8 萬 | 0.3% | −115−1.5% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 3,350 | $44.5 萬 | 0.3% | −100−2.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,998 | $44.3 萬 | 0.3% | +878+21.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,915 | $43.0 萬 | 0.3% | −200−4.9% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,199 | $41.7 萬 | 0.3% | +534+80.3% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 6,995 | $39.9 萬 | 0.2% | −550−7.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 4,070 | $39.6 萬 | 0.2% | −400−8.9% | 減碼 | 歷史 |
| SHELShell plc | ADR | 6,755 | $38.5 萬 | 0.2% | −200−2.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,461 | $38.5 萬 | 0.2% | +1,461 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 2,815 | $38.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 7,210 | $37.5 萬 | 0.2% | −638−8.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 4,213 | $36.2 萬 | 0.2% | −200−4.5% | 減碼 | – |
| MMM3M Co | Stock | 2,960 | $35.5 萬 | 0.2% | −250−7.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,171 | $35.1 萬 | 0.2% | +2,171 | 新進 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,975 | $34.7 萬 | 0.2% | −432−5.8% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 2,243 | $34.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,651 | $34.0 萬 | 0.2% | −396−9.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,189 | $33.0 萬 | 0.2% | +1,558+42.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 872 | $32.7 萬 | 0.2% | −12−1.4% | 減碼 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 9,657 | $30.8 萬 | 0.2% | +9,657 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 2,135 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 872 | $29.9 萬 | 0.2% | +180+26.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,186 | $29.7 萬 | 0.2% | −173−7.3% | 減碼 | – |
| NEMNEWMONT Corp | Stock | 6,266 | $29.6 萬 | 0.2% | −4,300−40.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,493 | $28.4 萬 | 0.2% | +1,493 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 6,700 | $27.8 萬 | 0.2% | −600−8.2% | 減碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 8,375 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 456 | $24.9 萬 | 0.2% | +456 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,782 | $24.5 萬 | 0.2% | +204+7.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $23.8 萬 | 0.1% | −400−5.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,820 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,353 | $23.3 萬 | 0.1% | +2,353 | 新進 | 歷史 |
| ASBAssociated Banc-Corp | COM | 10,000 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,255 | $22.8 萬 | 0.1% | +5,255 | 新進 | – |
| ROSTRoss Stores, Inc. | COM | 1,928 | $22.4 萬 | 0.1% | +1,928 | 新進 | 歷史 |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 8,241 | $22.3 萬 | 0.1% | +8,241 | 新進 | – |
| Listed FD Tr53656F730 | TRUESHARES STRUC | 8,923 | $22.3 萬 | 0.1% | +8,923 | 新進 | – |
| ABTAbbott Laboratories | Stock | 2,012 | $22.1 萬 | 0.1% | +2,012 | 新進 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,389 | $21.6 萬 | 0.1% | −726−14.2% | 減碼 | – |
| WTRGEssential Utilities, Inc. | COM | 4,397 | $21.0 萬 | 0.1% | +4,397 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 84 | $20.7 萬 | 0.1% | +84 | 新進 | 歷史 |
| Listed FD Tr53656F763 | TRUESHARES STRCD | 7,877 | $20.3 萬 | 0.1% | +7,877 | 新進 | – |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 8,505 | $20.3 萬 | 0.1% | +73+0.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,523 | $20.1 萬 | 0.1% | +1,523 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,180 | $20.0 萬 | 0.1% | −605−33.9% | 減碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $19.6 萬 | 0.1% | +25,982 | 新進 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 10,189 | $16.3 萬 | 0.1% | −10,883−51.6% | 減碼 | – |
| MWAMueller Water Products, Inc. | COM SER A | 10,728 | $11.5 萬 | 0.1% | −1,799−14.4% | 減碼 | 歷史 |
| MDXGMimedx Group, Inc. | COM | 18,032 | $5.00 萬 | <0.1% | +18,032 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。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 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $25.5 萬 | – |
2022 年第 3 季之後清倉（7 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CAHCardinal Health Inc | Stock | 9,854 | $65.7 萬 | 0.4% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,400 | $35.5 萬 | 0.2% | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 12,193 | $24.0 萬 | 0.2% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,858 | $21.6 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,800 | $18.0 萬 | 0.1% | 歷史 |
| iShares Tr464289131 | BRAZIL SM-CP ETF | 10,357 | $13.3 萬 | 0.1% | – |
| UAUnder Armour, Inc. | CL C | 15,000 | $8.90 萬 | 0.1% | 歷史 |