Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 95
- 較 2025 年第 2 季 +8
- 總值
- $2.24 億
- 較 2025 年第 2 季 +$1,322 萬 (+6.3%)
| 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 | 810,718 | $4,771 萬 | 21.3% | +19,225+2.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 260,253 | $2,326 萬 | 10.4% | +6,101+2.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 32,114 | $2,149 萬 | 9.6% | +1,099+3.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 198,270 | $1,988 萬 | 8.9% | +18,157+10.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 212,702 | $1,765 萬 | 7.9% | +349+0.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 61,003 | $1,242 萬 | 5.5% | +200+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 83,222 | $726.6 萬 | 3.2% | +344+0.4% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 124,818 | $709.7 萬 | 3.2% | +8,604+7.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 47,912 | $439.6 萬 | 2.0% | −4,097−7.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,068 | $331.1 萬 | 1.5% | −26−0.4% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 13,873 | $276.7 萬 | 1.2% | +815+6.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,971 | $264.5 萬 | 1.2% | −37−0.9% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 51,572 | $261.6 萬 | 1.2% | −27,715−35.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,071 | $254.9 萬 | 1.1% | +20.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,776 | $238.9 萬 | 1.1% | −70.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,317 | $211.8 萬 | 0.9% | −278−3.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,060 | $192.1 萬 | 0.9% | +1,684+5.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,415 | $176.9 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,491 | $154.4 萬 | 0.7% | −7−0.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,247 | $143.1 萬 | 0.6% | −10.0% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $125.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,735 | $119.5 萬 | 0.5% | +4+0.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,813 | $117.2 萬 | 0.5% | −500−9.4% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,512 | $115.1 萬 | 0.5% | +26+0.4% | 加碼 | – |
| BBarrick Mining Corp | Stock | 33,590 | $110.1 萬 | 0.5% | −2,359−6.6% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,425 | $104.1 萬 | 0.5% | +575+6.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,267 | $103.1 萬 | 0.5% | −25−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,952 | $95.5 萬 | 0.4% | +28+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 36,158 | $92.6 萬 | 0.4% | −48−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 4,960 | $92.0 萬 | 0.4% | +26+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,049 | $86.0 萬 | 0.4% | −101−3.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,282 | $79.4 萬 | 0.4% | −148−4.3% | 減碼 | – |
| INTCIntel Corp | Stock | 23,641 | $79.3 萬 | 0.4% | +156+0.7% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,340 | $75.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,469 | $75.3 萬 | 0.3% | −25−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,092 | $75.2 萬 | 0.3% | +6+0.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,610 | $73.3 萬 | 0.3% | +14+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,156 | $68.1 萬 | 0.3% | −92−2.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,884 | $68.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 920 | $67.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 2,650 | $61.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $60.9 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 769 | $59.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $58.0 萬 | 0.3% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 6,533 | $54.8 萬 | 0.2% | +135+2.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,938 | $54.8 萬 | 0.2% | −99−3.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 881 | $54.0 萬 | 0.2% | +137+18.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,590 | $52.5 萬 | 0.2% | −210−11.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,394 | $52.1 萬 | 0.2% | −37−1.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,525 | $51.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,147 | $49.7 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,222 | $49.3 萬 | 0.2% | −92−0.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 619 | $49.3 萬 | 0.2% | −45−6.8% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,494 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 911 | $45.5 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 4,395 | $43.7 萬 | 0.2% | −240−5.2% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $43.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,590 | $43.1 萬 | 0.2% | −15−0.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,648 | $41.7 萬 | 0.2% | +500+12.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,907 | $40.9 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,629 | $36.9 萬 | 0.2% | +236+9.9% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 838 | $36.5 萬 | 0.2% | +32+4.0% | 加碼 | – |
| Elevation Series Trust210322822 | TRUESHARES STRCT | 7,830 | $36.3 萬 | 0.2% | +7,830 | 新進 | – |
| SHELShell plc | ADR | 4,950 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,147 | $34.9 萬 | 0.2% | −9−0.8% | 減碼 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $34.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 12,632 | $32.2 萬 | 0.1% | +613+5.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,526 | $30.3 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 2,170 | $30.1 萬 | 0.1% | −100−4.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,654 | $29.9 萬 | 0.1% | +21+0.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| Elevation Series Trust210322731 | OPAL DIVID INCOM | 8,105 | $29.5 萬 | 0.1% | −1,875−18.8% | 減碼 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,200 | $29.2 萬 | 0.1% | +3,200 | 新進 | 歷史 |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 2,898 | $29.2 萬 | 0.1% | +165+6.0% | 加碼 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 2,437 | $29.1 萬 | 0.1% | +136+5.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,385 | $29.0 萬 | 0.1% | +137+6.1% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,010 | $28.7 萬 | 0.1% | +193+6.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 3,845 | $28.0 萬 | 0.1% | −300−7.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| TPRTapestry, Inc. | COM | 2,408 | $27.3 萬 | 0.1% | −60−2.4% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 436 | $26.6 萬 | 0.1% | +5+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,610 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,785 | $25.4 萬 | 0.1% | +1,785 | 新進 | – |
| MWAMueller Water Products, Inc. | COM SER A | 9,361 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,586 | $23.8 萬 | 0.1% | −50−1.4% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,100 | $23.5 萬 | 0.1% | +1,100 | 新進 | 歷史 |
| Elevation Series Trust210322772 | TRUESHARES NOV | 5,131 | $22.9 萬 | 0.1% | +5,131 | 新進 | – |
| TJXTJX Companies Inc | Stock | 1,552 | $22.4 萬 | 0.1% | +1,552 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 300 | $22.4 萬 | 0.1% | +300 | 新進 | – |
| AZOAutoZone Inc | COM | 52 | $22.3 萬 | 0.1% | +52 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 2,400 | $21.8 萬 | 0.1% | +2,400 | 新進 | 歷史 |
| BPBP PLC | ADR | 6,119 | $21.1 萬 | 0.1% | +6,119 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 617 | $21.0 萬 | 0.1% | +617 | 新進 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。