Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 87
- 較 2025 年第 1 季 +1
- 總值
- $2.11 億
- 較 2025 年第 1 季 +$1,419 萬 (+7.2%)
| 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 | 791,493 | $4,652 萬 | 22.0% | +47,925+6.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 254,152 | $2,243 萬 | 10.6% | +9,901+4.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 31,015 | $1,926 萬 | 9.1% | +6,493+26.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 180,113 | $1,787 萬 | 8.5% | +13,897+8.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 212,353 | $1,760 萬 | 8.3% | +4,966+2.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 60,803 | $1,181 萬 | 5.6% | +1,237+2.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 82,878 | $691.9 萬 | 3.3% | +1,291+1.6% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 116,214 | $652.2 萬 | 3.1% | +19,152+19.7% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 52,009 | $477.1 萬 | 2.3% | −5,390−9.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 79,287 | $401.8 萬 | 1.9% | −14,177−15.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,094 | $301.2 萬 | 1.4% | −161−2.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,008 | $247.6 萬 | 1.2% | −64−1.6% | 減碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 13,058 | $246.4 萬 | 1.2% | +2,055+18.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,069 | $246.2 萬 | 1.2% | −412−7.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,783 | $232.7 萬 | 1.1% | +110+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,595 | $176.3 萬 | 0.8% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,376 | $173.2 萬 | 0.8% | +3,938+14.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,414 | $169.8 萬 | 0.8% | +11+0.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,248 | $135.4 萬 | 0.6% | +33+0.3% | 加碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $121.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,498 | $120.2 萬 | 0.6% | +49+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,731 | $106.7 萬 | 0.5% | +114+3.2% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,486 | $102.3 萬 | 0.5% | +222+3.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,924 | $96.6 萬 | 0.5% | −283−2.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,292 | $95.4 萬 | 0.5% | +115+3.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,313 | $94.2 萬 | 0.4% | +113+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,150 | $92.9 萬 | 0.4% | −53−1.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 36,206 | $92.3 萬 | 0.4% | +821+2.3% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 8,850 | $89.6 萬 | 0.4% | −260−2.9% | 減碼 | – |
| ACGLArch Capital Group Ltd. | Stock | 8,340 | $75.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,934 | $75.4 萬 | 0.4% | −223−4.3% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 35,949 | $74.8 萬 | 0.4% | +35,949 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,430 | $74.0 萬 | 0.4% | −36−1.0% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 10,884 | $73.4 萬 | 0.3% | −200−1.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,248 | $68.1 萬 | 0.3% | +50+1.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 919 | $67.8 萬 | 0.3% | −4−0.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,596 | $64.7 萬 | 0.3% | −15−0.3% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $59.6 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 769 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,431 | $54.7 萬 | 0.3% | −401−10.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,086 | $54.4 萬 | 0.3% | +19+0.6% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 2,650 | $53.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,494 | $53.4 萬 | 0.3% | −203−4.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 23,485 | $52.6 萬 | 0.2% | +42+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,398 | $50.6 萬 | 0.2% | −900−12.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,800 | $49.6 萬 | 0.2% | +1,800 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,314 | $49.0 萬 | 0.2% | −1,295−10.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,037 | $48.0 萬 | 0.2% | +30+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 664 | $47.0 萬 | 0.2% | −29−4.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,525 | $46.2 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 4,635 | $46.1 萬 | 0.2% | −2,500−35.0% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $44.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 9,904 | $43.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 744 | $42.3 萬 | 0.2% | +177+31.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 908 | $42.1 萬 | 0.2% | −8−0.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $41.8 萬 | 0.2% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,605 | $41.5 萬 | 0.2% | −100−3.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,148 | $40.9 萬 | 0.2% | +571+16.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,139 | $39.7 萬 | 0.2% | −8−0.4% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,897 | $38.2 萬 | 0.2% | −43−2.2% | 減碼 | 歷史 |
| Elevation Series Trust210322731 | OPAL DIVID INCOM | 9,980 | $35.0 萬 | 0.2% | +9,980 | 新進 | – |
| SHELShell plc | ADR | 4,950 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,156 | $33.8 萬 | 0.2% | −29−2.4% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,494 | $32.0 萬 | 0.2% | −360−6.1% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 806 | $32.0 萬 | 0.2% | +92+12.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,393 | $31.6 萬 | 0.1% | +49+2.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,518 | $30.0 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,019 | $29.1 萬 | 0.1% | +400+3.4% | 加碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,633 | $28.4 萬 | 0.1% | +21+0.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,610 | $26.2 萬 | 0.1% | −50−1.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 2,733 | $26.1 萬 | 0.1% | +438+19.1% | 加碼 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 2,301 | $26.0 萬 | 0.1% | +2,301 | 新進 | – |
| IAUiShares Gold Trust | ETF | 4,145 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,636 | $25.7 萬 | 0.1% | −64−1.7% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,248 | $25.7 萬 | 0.1% | +2,248 | 新進 | – |
| Listed FD Tr53656F680 | TRUESHARES NOV | 5,961 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $24.4 萬 | 0.1% | +1,410 | 新進 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,817 | $24.1 萬 | 0.1% | +2,817 | 新進 | – |
| RBLXRoblox Corp | Stock | 2,270 | $23.9 萬 | 0.1% | +2,270 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,858 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,361 | $22.5 萬 | 0.1% | −40−0.4% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 2,468 | $21.7 萬 | 0.1% | +2,468 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 431 | $21.5 萬 | 0.1% | −3−0.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 15,930 | $95.1 萬 | 0.5% | – |
| Barrick Gold Corp067901108 | COM | 36,612 | $71.2 萬 | 0.4% | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 13,950 | $43.0 萬 | 0.2% | – |
| Listed FD Tr53656F474 | TRUESHARES LW VO | 10,904 | $37.1 萬 | 0.2% | – |
| DTEDte Energy Co | COM | 1,900 | $26.3 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 6,446 | $23.8 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 58 | $22.1 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 6,131 | $20.7 萬 | 0.1% | 歷史 |