Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/3 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 97
- 較 2025 年第 3 季 +2
- 總值
- $2.26 億
- 較 2025 年第 3 季 +$207.4 萬 (+0.9%)
| 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 | 823,748 | $4,838 萬 | 21.4% | +13,030+1.6% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 256,287 | $2,234 萬 | 9.9% | −3,966−1.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 32,102 | $2,199 萬 | 9.7% | −120.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 203,385 | $2,031 萬 | 9.0% | +5,115+2.6% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 208,353 | $1,726 萬 | 7.6% | −4,349−2.0% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 58,485 | $1,230 萬 | 5.4% | −2,518−4.1% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 128,648 | $717.9 萬 | 3.2% | +3,830+3.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 78,996 | $706.7 萬 | 3.1% | −4,226−5.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 50,060 | $457.4 萬 | 2.0% | +2,148+4.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,784 | $321.1 萬 | 1.4% | −284−4.0% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 14,210 | $291.1 萬 | 1.3% | +337+2.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,943 | $268.9 萬 | 1.2% | −28−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,167 | $259.7 萬 | 1.1% | +96+1.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,377 | $224.3 萬 | 1.0% | −399−2.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 44,027 | $222.7 萬 | 1.0% | −7,545−14.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,672 | $208.6 萬 | 0.9% | −645−7.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,656 | $204.0 萬 | 0.9% | +596+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,102 | $150.0 萬 | 0.7% | −313−9.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,733 | $148.5 萬 | 0.7% | −80−1.7% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 33,677 | $146.7 萬 | 0.6% | +87+0.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 14,280 | $142.7 萬 | 0.6% | +14,280 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,015 | $141.3 萬 | 0.6% | −232−2.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,860 | $124.4 萬 | 0.5% | +593+18.2% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $117.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,533 | $114.1 萬 | 0.5% | −202−5.4% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,197 | $112.3 萬 | 0.5% | −315−4.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,437 | $111.2 萬 | 0.5% | +485+3.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,492 | $107.0 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,442 | $104.8 萬 | 0.5% | +17+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,962 | $102.7 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,124 | $97.8 萬 | 0.4% | +32+1.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 36,659 | $92.8 萬 | 0.4% | +501+1.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,027 | $89.7 萬 | 0.4% | −22−0.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 23,737 | $87.6 萬 | 0.4% | +96+0.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,618 | $82.0 萬 | 0.4% | +8+0.2% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,340 | $80.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,115 | $76.7 萬 | 0.3% | −167−5.1% | 減碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 4,371 | $74.1 萬 | 0.3% | −98−2.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,103 | $72.8 萬 | 0.3% | +183+19.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,197 | $69.4 萬 | 0.3% | +41+1.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,410 | $67.5 萬 | 0.3% | −123−1.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,038 | $65.1 萬 | 0.3% | +157+17.8% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 2,517 | $64.7 萬 | 0.3% | −8−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $64.5 萬 | 0.3% | 00.0% | 不變 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $64.3 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 764 | $62.7 萬 | 0.3% | −5−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,590 | $55.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,474 | $54.7 萬 | 0.2% | −20−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 619 | $54.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXPEagle Materials Inc | COM | 2,620 | $54.2 萬 | 0.2% | −30−1.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,077 | $53.3 萬 | 0.2% | +1,855+16.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,714 | $50.6 萬 | 0.2% | −224−7.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,148 | $49.1 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,349 | $48.0 萬 | 0.2% | −45−1.3% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,711 | $46.0 萬 | 0.2% | +63+1.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,595 | $44.4 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 911 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 4,395 | $43.6 萬 | 0.2% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 1,909 | $39.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,759 | $39.6 萬 | 0.2% | +130+4.9% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 843 | $37.5 萬 | 0.2% | +5+0.6% | 加碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 4,900 | $36.0 萬 | 0.2% | −50−1.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,147 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,527 | $34.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,674 | $32.2 萬 | 0.1% | +20+0.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,632 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,100 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 2,397 | $30.6 萬 | 0.1% | −11−0.5% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,755 | $30.5 萬 | 0.1% | −90−2.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,067 | $30.0 萬 | 0.1% | +57+1.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 2,486 | $29.9 萬 | 0.1% | +49+2.0% | 加碼 | – |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 2,953 | $29.8 萬 | 0.1% | +55+1.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,431 | $29.5 萬 | 0.1% | +46+1.9% | 加碼 | – |
| Elevation Series Trust210322822 | TRUESHARES STRCT | 6,830 | $28.8 萬 | 0.1% | −1,000−12.8% | 減碼 | – |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,995 | $28.6 萬 | 0.1% | +210+11.8% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| ASBAssociated Banc-Corp | COM | 10,000 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 443 | $25.3 萬 | 0.1% | +7+1.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,200 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,552 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MFCManulife Financial Corp | COM | 6,526 | $23.7 萬 | 0.1% | +6,526 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,386 | $23.7 萬 | 0.1% | −200−5.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,105 | $23.5 萬 | 0.1% | −505−11.0% | 減碼 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 672 | $22.9 萬 | 0.1% | +672 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 300 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| MWAMueller Water Products, Inc. | COM SER A | 9,362 | $22.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,060 | $21.8 萬 | 0.1% | +1,060 | 新進 | 歷史 |
| BPBP PLC | ADR | 6,222 | $21.6 萬 | 0.1% | +103+1.7% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 2,400 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 617 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 3,705 | $20.4 萬 | 0.1% | +3,705 | 新進 | 歷史 |
| NAGENiagen Bioscience, Inc. | COM NEW | 22,834 | $14.5 萬 | 0.1% | +22,834 | 新進 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 24,903 | $11.3 萬 | <0.1% | +24,903 | 新進 | 歷史 |
選擇權（2 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 | $24.9 萬 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | $3.35 萬 | – |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 10,884 | $68.0 萬 | 0.3% | 歷史 |
| RBLXRoblox Corp | Stock | 2,170 | $30.1 萬 | 0.1% | 歷史 |
| Elevation Series Trust210322731 | OPAL DIVID INCOM | 8,105 | $29.5 萬 | 0.1% | – |
| Elevation Series Trust210322772 | TRUESHARES NOV | 5,131 | $22.9 萬 | 0.1% | – |
| AZOAutoZone Inc | COM | 52 | $22.3 萬 | 0.1% | 歷史 |