Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 88
- 較 2024 年第 3 季 −1
- 總值
- $1.94 億
- 較 2024 年第 3 季 −$686.1 萬 (−3.4%)
| 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 | 750,439 | $4,366 萬 | 22.5% | −10,694−1.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 256,336 | $2,239 萬 | 11.5% | +63,613+33.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 217,823 | $1,786 萬 | 9.2% | −76,065−25.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 144,112 | $1,396 萬 | 7.2% | +18,091+14.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,297 | $1,254 萬 | 6.5% | +2,458+13.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 62,371 | $1,155 萬 | 6.0% | −1,331−2.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 85,307 | $599.5 萬 | 3.1% | −2,088−2.4% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 55,242 | $505.1 萬 | 2.6% | −2,617−4.5% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 98,043 | $493.8 萬 | 2.5% | −81,969−45.5% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 84,464 | $467.5 萬 | 2.4% | +26,669+46.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,636 | $306.6 萬 | 1.6% | −348−4.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,403 | $244.9 萬 | 1.3% | +105+2.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,110 | $240.9 萬 | 1.2% | −39−0.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 17,510 | $221.9 萬 | 1.1% | −250−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,713 | $218.2 萬 | 1.1% | −407−4.5% | 減碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 9,939 | $183.4 萬 | 0.9% | +1,174+13.4% | 加碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $161.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,476 | $146.5 萬 | 0.8% | −2−0.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,376 | $134.2 萬 | 0.7% | +221+2.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,649 | $113.1 萬 | 0.6% | +3,061+14.9% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,805 | $109.5 萬 | 0.6% | −124−3.2% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,593 | $108.2 萬 | 0.6% | −221−3.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,048 | $96.1 萬 | 0.5% | −20−0.4% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,010 | $95.5 萬 | 0.5% | +9,010 | 新進 | – |
| ORCLOracle Corp | Stock | 5,463 | $91.0 萬 | 0.5% | −290−5.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 35,242 | $89.0 萬 | 0.5% | +470+1.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,207 | $84.1 萬 | 0.4% | −626−4.2% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,431 | $77.9 萬 | 0.4% | −940−10.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,196 | $76.6 萬 | 0.4% | +10+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,292 | $76.5 萬 | 0.4% | +90+1.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,608 | $75.7 萬 | 0.4% | +105+1.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,424 | $75.3 萬 | 0.4% | −30−0.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 7,385 | $73.2 萬 | 0.4% | −450−5.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,257 | $72.0 萬 | 0.4% | +1,825+127.4% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 11,084 | $66.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EXPEagle Materials Inc | COM | 2,650 | $65.4 萬 | 0.3% | −100−3.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,847 | $64.5 萬 | 0.3% | −13−0.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,652 | $58.5 萬 | 0.3% | −70−1.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 36,872 | $57.2 萬 | 0.3% | −1,596−4.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 950 | $55.6 萬 | 0.3% | −23−2.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,926 | $55.4 萬 | 0.3% | +13+0.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,115 | $55.1 萬 | 0.3% | +769+32.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,934 | $51.7 萬 | 0.3% | −250−1.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 8,165 | $50.7 萬 | 0.3% | +8,165 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 926 | $45.0 萬 | 0.2% | −39−4.0% | 減碼 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 10,701 | $44.5 萬 | 0.2% | −17−0.2% | 減碼 | – |
| TGTTarget Corp | Stock | 3,273 | $44.2 萬 | 0.2% | +148+4.7% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 769 | $43.8 萬 | 0.2% | −72−8.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,630 | $42.8 萬 | 0.2% | −240−8.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,147 | $42.3 萬 | 0.2% | −101−3.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,705 | $41.6 萬 | 0.2% | −635−19.0% | 減碼 | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 12,805 | $41.0 萬 | 0.2% | +12,805 | 新進 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 12,356 | $39.6 萬 | 0.2% | −2,924−19.1% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 689 | $39.5 萬 | 0.2% | −32−4.4% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,040 | $39.3 萬 | 0.2% | −109−5.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,179 | $38.7 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,776 | $37.4 萬 | 0.2% | −396−7.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $35.3 萬 | 0.2% | −514−7.6% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,533 | $35.2 萬 | 0.2% | −296−16.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,209 | $35.0 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,240 | $34.1 萬 | 0.2% | +134+6.4% | 加碼 | 歷史 |
| SHELShell plc | ADR | 4,950 | $31.0 萬 | 0.2% | −716−12.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 15,166 | $30.4 萬 | 0.2% | −5,565−26.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,419 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,710 | $29.2 萬 | 0.2% | +20+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,660 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 490 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $25.8 萬 | 0.1% | −132−6.3% | 減碼 | – |
| CMCSAComcast Corp | Stock | 6,646 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 657 | $24.1 萬 | 0.1% | +65+11.0% | 加碼 | – |
| Listed FD Tr53656F680 | TRUESHARES NOV | 5,961 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,733 | $23.2 萬 | 0.1% | +13+0.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,858 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 1,900 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F755 | TRUESHARES STRUC | 6,613 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 5,954 | $22.2 萬 | 0.1% | −400−6.3% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,401 | $21.2 萬 | 0.1% | −707−7.0% | 減碼 | 歷史 |
| Listed FD Tr53656F672 | TRUESHARES DEC | 5,683 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 4,145 | $20.5 萬 | 0.1% | −475−10.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,100 | $20.5 萬 | 0.1% | +1,100 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 434 | $20.4 萬 | 0.1% | +6+1.4% | 加碼 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 12,491 | $11.7 萬 | 0.1% | +12,491 | 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $23.5 萬 | – |
2024 年第 3 季之後清倉（6 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNPRJuniper Networks Inc | COM | 6,025 | $23.5 萬 | 0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 513 | $20.8 萬 | 0.1% | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 8,661 | $20.8 萬 | 0.1% | – |
| EBAYeBay Inc | COM | 3,150 | $20.5 萬 | 0.1% | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 4,895 | $20.2 萬 | 0.1% | – |
| GGBGerdau S.A. | SPON ADR REP PFD | 11,039 | $3.86 萬 | <0.1% | 歷史 |