Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/6 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 89
- 較 2024 年第 2 季 +3
- 總值
- $2.01 億
- 較 2024 年第 2 季 +$826.5 萬 (+4.3%)
| 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 | 761,133 | $4,492 萬 | 22.4% | −38,574−4.8% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 293,888 | $2,444 萬 | 12.2% | −169,265−36.5% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 192,723 | $1,891 萬 | 9.4% | +138,577+255.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 126,021 | $1,276 萬 | 6.4% | +18,813+17.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 63,702 | $1,209 萬 | 6.0% | −2,611−3.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,839 | $1,087 萬 | 5.4% | +797+4.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 180,012 | $913.4 萬 | 4.5% | −6,872−3.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 87,395 | $682.1 萬 | 3.4% | −3,598−4.0% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 57,859 | $531.2 萬 | 2.6% | −6,664−10.3% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 57,795 | $355.7 萬 | 1.8% | +44,818+345.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,984 | $299.7 萬 | 1.5% | −197−2.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,298 | $243.8 萬 | 1.2% | +116+2.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,149 | $238.1 萬 | 1.2% | −220−5.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,120 | $212.5 萬 | 1.1% | −99−1.1% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $211.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 17,760 | $208.3 萬 | 1.0% | −499−2.7% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 8,765 | $167.2 萬 | 0.8% | +533+6.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,478 | $149.7 萬 | 0.7% | −5−0.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,155 | $134.3 萬 | 0.7% | −4,313−29.8% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,814 | $113.7 萬 | 0.6% | −288−4.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,929 | $111.6 萬 | 0.6% | −177−4.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,588 | $108.7 萬 | 0.5% | +1,472+7.7% | 加碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 9,371 | $104.8 萬 | 0.5% | −212−2.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,753 | $98.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 34,772 | $89.5 萬 | 0.4% | −348−1.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,503 | $85.2 萬 | 0.4% | +35+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,068 | $84.7 萬 | 0.4% | −20−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,202 | $84.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 11,084 | $81.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXPEagle Materials Inc | COM | 2,750 | $79.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,833 | $78.9 萬 | 0.4% | −1,175−7.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 7,835 | $78.0 萬 | 0.4% | −2,400−23.4% | 減碼 | – |
| Barrick Gold Corp067901108 | COM | 38,468 | $76.5 萬 | 0.4% | −76−0.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,454 | $76.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,186 | $67.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,860 | $66.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $60.4 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 13,184 | $59.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,870 | $58.0 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,340 | $56.8 萬 | 0.3% | −15−0.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 965 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 973 | $55.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,829 | $50.9 萬 | 0.3% | −199−9.8% | 減碼 | 歷史 |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 15,280 | $50.4 萬 | 0.3% | −650−4.1% | 減碼 | – |
| MSMorgan Stanley | Stock | 4,722 | $49.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,125 | $48.7 萬 | 0.2% | −25−0.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,731 | $48.6 萬 | 0.2% | +1,950+10.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,913 | $48.3 萬 | 0.2% | +23+0.8% | 加碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $48.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 10,718 | $45.3 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,175 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,736 | $42.9 萬 | 0.2% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 5,172 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 841 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,149 | $40.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,248 | $39.4 萬 | 0.2% | −22−0.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $39.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 5,666 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,204 | $36.7 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,106 | $35.8 萬 | 0.2% | +200+10.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 721 | $35.7 萬 | 0.2% | −11−1.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,346 | $35.7 萬 | 0.2% | +290+14.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 6,354 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 11,419 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,432 | $31.6 萬 | 0.2% | +300+26.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,690 | $31.5 萬 | 0.2% | +18+0.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,646 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,660 | $27.7 萬 | 0.1% | +270+6.2% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,081 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,720 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $26.0 萬 | 0.1% | +4,017 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 490 | $25.9 萬 | 0.1% | −28−5.4% | 減碼 | – |
| DTEDte Energy Co | COM | 1,900 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F680 | TRUESHARES NOV | 5,961 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| FISFidelity National Information Services, Inc. | Stock | 2,858 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNPRJuniper Networks Inc | COM | 6,025 | $23.5 萬 | 0.1% | −200−3.2% | 減碼 | 歷史 |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 6,613 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 4,620 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 428 | $22.6 萬 | 0.1% | +428 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,108 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 10,000 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| Listed FD Tr53656F672 | TRUESHARES DEC | 5,683 | $21.1 萬 | 0.1% | −543−8.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 513 | $20.8 萬 | 0.1% | +513 | 新進 | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 8,661 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 3,150 | $20.5 萬 | 0.1% | +3,150 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 592 | $20.4 萬 | 0.1% | −9−1.5% | 減碼 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 4,895 | $20.2 萬 | 0.1% | +4,895 | 新進 | – |
| GGBGerdau S.A. | SPON ADR REP PFD | 11,039 | $3.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。