Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 95
- 較 2023 年第 1 季 +4
- 總值
- $1.84 億
- 較 2023 年第 1 季 +$2,205 萬 (+13.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 651,251 | $3,760 萬 | 20.5% | +108,938+20.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 435,088 | $3,528 萬 | 19.2% | −6,943−1.6% | 減碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 637,626 | $1,518 萬 | 8.3% | −22,625−3.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 75,285 | $1,188 萬 | 6.5% | +445+0.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 110,181 | $1,012 萬 | 5.5% | +15,006+15.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,813 | $792.9 萬 | 4.3% | −216−0.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 72,052 | $705.7 萬 | 3.8% | +72,052 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,810 | $526.4 萬 | 2.9% | +9,573+427.9% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 24,146 | $265.2 萬 | 1.4% | +717+3.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 24,092 | $232.8 萬 | 1.3% | −52−0.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,236 | $232.1 萬 | 1.3% | +5,236 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 30,397 | $205.2 萬 | 1.1% | +449+1.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,141 | $196.7 萬 | 1.1% | −811−7.4% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 25,982 | $186.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 37,125 | $186.1 萬 | 1.0% | +3,588+10.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,489 | $153.1 萬 | 0.8% | −20−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,066 | $138.5 萬 | 0.8% | −133−3.2% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 16,451 | $124.3 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,937 | $119.8 萬 | 0.7% | −49−1.0% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 8,313 | $117.0 萬 | 0.6% | −119−1.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,122 | $105.3 萬 | 0.6% | −124−1.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,357 | $105.2 萬 | 0.6% | +33+0.5% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 33,245 | $101.6 萬 | 0.6% | −265−0.8% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,501 | $101.2 萬 | 0.6% | +6,501 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 16,805 | $87.0 萬 | 0.5% | −2,305−12.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 11,634 | $84.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,778 | $80.7 萬 | 0.4% | −82−0.8% | 減碼 | 歷史 |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 27,467 | $75.5 萬 | 0.4% | −168−0.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 6,230 | $74.2 萬 | 0.4% | −75−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 17,522 | $70.4 萬 | 0.4% | +17,522 | 新進 | – |
| Barrick Gold Corp067901108 | COM | 40,521 | $68.6 萬 | 0.4% | +111+0.3% | 加碼 | – |
| INTCIntel Corp | Stock | 20,466 | $68.4 萬 | 0.4% | +596+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,208 | $63.0 萬 | 0.3% | +300+6.1% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 4,397 | $62.5 萬 | 0.3% | +612+16.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,105 | $62.3 萬 | 0.3% | −349−7.8% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 3,150 | $58.7 萬 | 0.3% | −200−6.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,104 | $57.5 萬 | 0.3% | −55−1.7% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,214 | $56.3 萬 | 0.3% | +2,214 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 4,088 | $55.1 萬 | 0.3% | +1,932+89.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,218 | $53.2 萬 | 0.3% | −556−20.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,144 | $52.7 萬 | 0.3% | +12+1.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,570 | $51.6 萬 | 0.3% | −400−10.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,498 | $50.9 萬 | 0.3% | −1,051−23.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,960 | $50.5 萬 | 0.3% | −85−1.2% | 減碼 | – |
| WPCW. P. Carey Inc. | COM | 7,147 | $48.3 萬 | 0.3% | −554−7.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,336 | $45.9 萬 | 0.2% | +175+1.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,815 | $45.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,455 | $43.4 萬 | 0.2% | +15+1.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,063 | $43.2 萬 | 0.2% | −672−11.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,429 | $41.9 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,475 | $41.6 萬 | 0.2% | +145+4.4% | 加碼 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 11,657 | $41.3 萬 | 0.2% | +2,000+20.7% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,989 | $41.1 萬 | 0.2% | −1,752−30.5% | 減碼 | – |
| SHELShell plc | ADR | 6,655 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,999 | $39.6 萬 | 0.2% | −57−1.9% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,285 | $37.7 萬 | 0.2% | +1,052+16.9% | 加碼 | – |
| MCKMcKesson Corp | Stock | 872 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 729 | $37.0 萬 | 0.2% | −287−28.2% | 減碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,975 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,141 | $32.7 萬 | 0.2% | −44−3.7% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 6,445 | $32.2 萬 | 0.2% | −627−8.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,482 | $31.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,166 | $30.6 萬 | 0.2% | −200−2.7% | 減碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,706 | $29.5 萬 | 0.2% | +23+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,729 | $29.3 萬 | 0.2% | +2,729 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 906 | $29.2 萬 | 0.2% | +34+3.9% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 6,500 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,140 | $28.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,186 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 6,700 | $27.8 萬 | 0.2% | −100−1.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,458 | $27.3 萬 | 0.1% | +1,458 | 新進 | – |
| Listed FD Tr53656F730 | TRUESHARES STRUC | 8,923 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,793 | $25.6 萬 | 0.1% | +1,793 | 新進 | 歷史 |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 8,241 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,183 | $25.2 萬 | 0.1% | −926−18.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,318 | $25.1 萬 | 0.1% | −239−9.3% | 減碼 | – |
| JNPRJuniper Networks Inc | COM | 7,775 | $24.4 萬 | 0.1% | −600−7.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,322 | $23.6 萬 | 0.1% | −345−20.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,411 | $23.1 萬 | 0.1% | −69−4.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,204 | $22.6 萬 | 0.1% | −116−1.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,013 | $21.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,389 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 518 | $21.1 萬 | 0.1% | +518 | 新進 | – |
| Listed FD Tr53656F672 | TRUESHARES DEC | 6,886 | $21.1 萬 | 0.1% | +6,886 | 新進 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,255 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,421 | $20.7 萬 | 0.1% | +1,421 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 82 | $20.4 萬 | 0.1% | −2−2.4% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,793 | $20.1 萬 | 0.1% | +1,793 | 新進 | 歷史 |
| Listed FD Tr53656F680 | TRUESHARES NOV | 5,961 | $20.1 萬 | 0.1% | +5,961 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 439 | $20.0 萬 | 0.1% | +439 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,727 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 10,000 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 10,998 | $15.3 萬 | 0.1% | −11,909−52.0% | 減碼 | – |
| MDXGMimedx Group, Inc. | COM | 18,032 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287341 | GLOBAL ENERG ETF | 21,545 | $81.4 萬 | 0.5% | – |
| Vanguard Materials ETF92204A801 | ETF | 3,120 | $55.5 萬 | 0.3% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 36,350 | $51.7 萬 | 0.3% | – |
| VMRKVivmark Residential | SH BEN INT | 8,213 | $49.3 萬 | 0.3% | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 6,795 | $38.8 萬 | 0.2% | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 3,870 | $33.6 萬 | 0.2% | – |
| MMM3M Co | Stock | 2,910 | $30.6 萬 | 0.2% | 歷史 |
| CVSCVS Health Corp | Stock | 3,513 | $26.1 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,295 | $23.9 萬 | 0.1% | 歷史 |
| Listed FD Tr53656F763 | TRUESHARES STRCD | 7,877 | $21.4 萬 | 0.1% | – |