Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/6 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 86
- 較 2024 年第 1 季 +3
- 總值
- $1.93 億
- 較 2024 年第 1 季 −$203.3 萬 (−1.0%)
| 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 | 799,707 | $4,638 萬 | 24.1% | −11,272−1.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 463,153 | $3,782 萬 | 19.6% | −16,487−3.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 66,313 | $1,157 萬 | 6.0% | −4,997−7.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 107,208 | $1,041 萬 | 5.4% | +8,320+8.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,042 | $987.4 萬 | 5.1% | +1,244+7.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 186,884 | $943.2 萬 | 4.9% | +45,489+32.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 90,993 | $661.0 萬 | 3.4% | −4,689−4.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 64,523 | $592.2 萬 | 3.1% | −2,448−3.7% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 54,146 | $497.0 萬 | 2.6% | −1,657−3.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,181 | $298.2 萬 | 1.5% | −2,063−20.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,369 | $237.8 萬 | 1.2% | −675−13.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,182 | $210.8 萬 | 1.1% | +686+15.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 18,259 | $201.5 萬 | 1.0% | −4,080−18.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,219 | $194.2 萬 | 1.0% | −173−1.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 14,468 | $174.7 萬 | 0.9% | −2,022−12.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,483 | $155.7 萬 | 0.8% | −11−0.3% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $153.1 萬 | 0.8% | −2,410−9.3% | 減碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 8,232 | $144.7 萬 | 0.8% | +357+4.5% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,102 | $108.2 萬 | 0.6% | −501−6.6% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,106 | $107.8 萬 | 0.6% | −265−6.1% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 10,235 | $101.7 萬 | 0.5% | +1,182+13.1% | 加碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 9,583 | $96.7 萬 | 0.5% | −150−1.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,116 | $94.5 萬 | 0.5% | +820+4.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,088 | $93.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,468 | $92.5 萬 | 0.5% | −42−0.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 35,120 | $87.7 萬 | 0.5% | −22−0.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,753 | $81.2 萬 | 0.4% | −200−3.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,008 | $76.1 萬 | 0.4% | −400−2.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,202 | $76.0 萬 | 0.4% | −200−3.7% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 12,977 | $74.9 萬 | 0.4% | +690+5.6% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 11,084 | $72.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,880 | $68.0 萬 | 0.4% | −10−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,355 | $66.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,186 | $64.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 38,544 | $64.3 萬 | 0.3% | +100+0.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,860 | $63.7 萬 | 0.3% | −50−1.3% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $60.3 萬 | 0.3% | −2,824−17.6% | 減碼 | – |
| EXPEagle Materials Inc | COM | 2,750 | $59.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,454 | $59.7 萬 | 0.3% | −100−2.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 18,781 | $58.2 萬 | 0.3% | +654+3.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,184 | $54.4 萬 | 0.3% | +884+7.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,890 | $52.6 萬 | 0.3% | +5+0.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,028 | $50.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 841 | $49.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 973 | $49.1 萬 | 0.3% | −3−0.3% | 減碼 | 歷史 |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 15,930 | $48.1 萬 | 0.2% | −250−1.5% | 減碼 | – |
| TGTTarget Corp | Stock | 3,150 | $46.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,722 | $45.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 965 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 10,718 | $43.4 萬 | 0.2% | −10−0.1% | 減碼 | – |
| SHELShell plc | ADR | 5,666 | $40.9 萬 | 0.2% | −600−9.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,270 | $40.4 萬 | 0.2% | +200+6.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,736 | $40.0 萬 | 0.2% | 00.0% | 不變 | – |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $38.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,056 | $37.4 萬 | 0.2% | +570+38.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,175 | $37.3 萬 | 0.2% | −1,600−42.4% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,149 | $34.3 萬 | 0.2% | −100−4.4% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 5,172 | $33.8 萬 | 0.2% | −100−1.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 732 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 11,419 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,906 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,672 | $30.8 萬 | 0.2% | +19+0.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,207 | $30.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,081 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 6,354 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,646 | $26.0 萬 | 0.1% | +1,096+19.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 518 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,390 | $24.9 萬 | 0.1% | +4,390 | 新進 | – |
| KOCoca Cola Co | Stock | 3,720 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F680 | TRUESHARES NOV | 5,961 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,132 | $23.0 萬 | 0.1% | −290−20.4% | 減碼 | – |
| JNPRJuniper Networks Inc | COM | 6,225 | $22.7 萬 | 0.1% | −150−2.4% | 減碼 | 歷史 |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 6,613 | $22.3 萬 | 0.1% | −1,000−13.1% | 減碼 | – |
| Listed FD Tr53656F672 | TRUESHARES DEC | 6,226 | $22.1 萬 | 0.1% | −503−7.5% | 減碼 | – |
| Listed FD Tr53656F730 | TRUESHARES STRUC | 6,567 | $21.8 萬 | 0.1% | −553−7.8% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 2,858 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 5,900 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $21.2 萬 | 0.1% | +1,410 | 新進 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 1,900 | $21.1 萬 | 0.1% | +1,900 | 新進 | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 8,661 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 4,620 | $20.3 萬 | 0.1% | +4,620 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 601 | $20.0 萬 | 0.1% | +601 | 新進 | – |
| MWAMueller Water Products, Inc. | COM SER A | 10,108 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 11,039 | $3.64 萬 | <0.1% | +11,039 | 新進 | 歷史 |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。