Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 91
- 較 2022 年第 4 季 −3
- 總值
- $1.62 億
- 較 2022 年第 4 季 −$19.5 萬 (−0.1%)
| 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 | 442,031 | $3,632 萬 | 22.5% | −16,588−3.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 542,313 | $3,175 萬 | 19.6% | −19,157−3.4% | 減碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 660,251 | $1,585 萬 | 9.8% | −3050.0% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 74,840 | $1,140 萬 | 7.0% | −2,060−2.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 95,175 | $873.9 萬 | 5.4% | +13,320+16.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,029 | $709.3 萬 | 4.4% | −678−2.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,429 | $248.8 萬 | 1.5% | −548−2.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 24,144 | $219.8 萬 | 1.4% | −445−1.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,948 | $200.2 萬 | 1.2% | −729−2.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,952 | $180.6 萬 | 1.1% | −26−0.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 33,537 | $168.8 萬 | 1.0% | −650−1.9% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 25,982 | $152.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,509 | $139.2 萬 | 0.9% | −28−0.6% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 16,451 | $125.8 萬 | 0.8% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,199 | $121.1 萬 | 0.7% | −19−0.5% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 8,432 | $115.5 萬 | 0.7% | −293−3.4% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,986 | $113.1 萬 | 0.7% | −154−3.0% | 減碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 33,510 | $103.3 萬 | 0.6% | −725−2.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 19,110 | $99.9 萬 | 0.6% | −82−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,246 | $98.4 萬 | 0.6% | −126−1.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,324 | $98.0 萬 | 0.6% | −147−2.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,237 | $92.0 萬 | 0.6% | −43−1.9% | 減碼 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 21,545 | $81.4 萬 | 0.5% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 11,634 | $81.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 27,635 | $76.7 萬 | 0.5% | −750−2.6% | 減碼 | – |
| Barrick Gold Corp067901108 | COM | 40,410 | $75.0 萬 | 0.5% | −478−1.2% | 減碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 10,860 | $73.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 2,774 | $69.9 萬 | 0.4% | −511−15.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,454 | $66.2 萬 | 0.4% | −29−0.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 19,870 | $64.9 萬 | 0.4% | −366−1.8% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,741 | $61.1 萬 | 0.4% | −3,717−39.3% | 減碼 | – |
| WPCW. P. Carey Inc. | COM | 7,701 | $59.6 萬 | 0.4% | −250−3.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,549 | $59.3 萬 | 0.4% | −84−1.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,305 | $58.6 萬 | 0.4% | −163−2.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,159 | $57.6 萬 | 0.4% | −59−1.8% | 減碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,785 | $55.8 萬 | 0.3% | −955−20.1% | 減碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 3,120 | $55.5 萬 | 0.3% | −54−1.7% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,132 | $53.5 萬 | 0.3% | −120−9.6% | 減碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 36,350 | $51.7 萬 | 0.3% | +1,950+5.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,045 | $51.5 萬 | 0.3% | −110−1.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,908 | $51.0 萬 | 0.3% | −90−1.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 3,056 | $50.6 萬 | 0.3% | −14−0.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,735 | $50.4 萬 | 0.3% | −80−1.4% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 8,213 | $49.3 萬 | 0.3% | +450+5.8% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 3,350 | $49.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,970 | $48.8 萬 | 0.3% | −100−2.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,815 | $48.7 萬 | 0.3% | −100−2.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,161 | $47.3 萬 | 0.3% | −237−1.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,419 | $46.6 萬 | 0.3% | −2,486−17.9% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,016 | $45.2 萬 | 0.3% | −183−15.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,440 | $40.3 萬 | 0.2% | −21−1.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 6,795 | $38.8 萬 | 0.2% | −200−2.9% | 減碼 | – |
| SHELShell plc | ADR | 6,655 | $38.3 萬 | 0.2% | −100−1.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,975 | $37.1 萬 | 0.2% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 7,366 | $36.1 萬 | 0.2% | +1,100+17.6% | 加碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 7,072 | $36.0 萬 | 0.2% | −138−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,330 | $34.5 萬 | 0.2% | +548+19.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,156 | $34.4 萬 | 0.2% | −15−0.7% | 減碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 22,907 | $34.4 萬 | 0.2% | +12,718+124.8% | 加碼 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 3,870 | $33.6 萬 | 0.2% | −343−8.1% | 減碼 | – |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 9,657 | $32.2 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 5,109 | $31.7 萬 | 0.2% | −80−1.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,485 | $31.6 萬 | 0.2% | −8−0.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 872 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,910 | $30.6 萬 | 0.2% | −50−1.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,667 | $30.5 萬 | 0.2% | +487+41.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,233 | $29.8 萬 | 0.2% | +6,233 | 新進 | – |
| ALLAllstate Corp | Stock | 2,683 | $29.7 萬 | 0.2% | −132−4.7% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 6,500 | $28.8 萬 | 0.2% | −200−3.0% | 減碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 8,375 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 872 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,557 | $28.0 萬 | 0.2% | −1,994−43.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,135 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,186 | $27.9 萬 | 0.2% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 3,513 | $26.1 萬 | 0.2% | −138−3.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,185 | $25.1 萬 | 0.2% | +1,185 | 新進 | 歷史 |
| Listed FD Tr53656F730 | TRUESHARES STRUC | 8,923 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 8,241 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 2,295 | $23.9 萬 | 0.1% | −58−2.5% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,320 | $23.6 萬 | 0.1% | −500−7.3% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,480 | $22.9 萬 | 0.1% | −43−2.8% | 減碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,255 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,389 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| Listed FD Tr53656F763 | TRUESHARES STRCD | 7,877 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 84 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,012 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 10,000 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,727 | $15.0 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| MDXGMimedx Group, Inc. | COM | 18,032 | $6.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（5 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AWKAmerican Water Works Company, Inc. | Stock | 2,243 | $34.2 萬 | 0.2% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 456 | $24.9 萬 | 0.2% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,928 | $22.4 萬 | 0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 4,397 | $21.0 萬 | 0.1% | 歷史 |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 8,505 | $20.3 萬 | 0.1% | 歷史 |