Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 98
- 較 2025 年第 4 季 +1
- 總值
- $2.30 億
- 較 2025 年第 4 季 +$356.4 萬 (+1.6%)
| 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 | 851,443 | $4,984 萬 | 21.7% | +27,695+3.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 271,172 | $2,351 萬 | 10.2% | +14,885+5.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 33,058 | $2,159 萬 | 9.4% | +956+3.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 212,282 | $2,107 萬 | 9.2% | +8,897+4.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 211,194 | $1,744 萬 | 7.6% | +2,841+1.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 59,724 | $1,276 萬 | 5.5% | +1,239+2.1% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 135,249 | $748.7 萬 | 3.3% | +6,601+5.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 80,416 | $728.0 萬 | 3.2% | +1,420+1.8% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 49,404 | $452.7 萬 | 2.0% | −656−1.3% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 14,754 | $300.7 萬 | 1.3% | +544+3.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,542 | $279.0 萬 | 1.2% | −242−3.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,008 | $260.7 萬 | 1.1% | +65+1.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,998 | $239.5 萬 | 1.0% | −169−3.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,565 | $215.1 萬 | 0.9% | +909+2.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 42,320 | $214.2 萬 | 0.9% | −1,707−3.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,488 | $211.2 萬 | 0.9% | +111+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,685 | $195.0 萬 | 0.8% | +13+0.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,219 | $148.9 萬 | 0.6% | +204+2.0% | 加碼 | – |
| BBarrick Mining Corp | Stock | 34,105 | $139.1 萬 | 0.6% | +428+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,807 | $137.9 萬 | 0.6% | +74+1.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,615 | $135.7 萬 | 0.6% | +755+19.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 14,261 | $134.0 萬 | 0.6% | −19−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,075 | $124.1 萬 | 0.5% | +113+2.3% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,239 | $118.3 萬 | 0.5% | +42+0.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,998 | $116.4 萬 | 0.5% | +561+3.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,108 | $115.1 萬 | 0.5% | +6+0.2% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,558 | $111.7 萬 | 0.5% | +25+0.7% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,536 | $109.5 萬 | 0.5% | +94+1.0% | 加碼 | – |
| INTCIntel Corp | Stock | 22,961 | $101.3 萬 | 0.4% | −776−3.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 38,169 | $95.3 萬 | 0.4% | +1,510+4.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,199 | $92.0 萬 | 0.4% | +75+2.4% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $91.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,353 | $88.4 萬 | 0.4% | −18−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,470 | $84.4 萬 | 0.4% | −47−1.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,366 | $81.6 萬 | 0.4% | +328+31.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,536 | $81.4 萬 | 0.4% | +44+0.8% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,340 | $80.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,782 | $78.7 萬 | 0.3% | +164+3.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,021 | $73.2 萬 | 0.3% | −6−0.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,737 | $69.0 萬 | 0.3% | −673−10.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $67.2 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 13,264 | $66.6 萬 | 0.3% | +187+1.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,331 | $66.3 萬 | 0.3% | +134+4.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 764 | $66.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,600 | $64.5 萬 | 0.3% | −515−16.5% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $63.6 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,103 | $63.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 4,945 | $59.9 萬 | 0.3% | +234+5.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 947 | $57.2 萬 | 0.2% | +36+4.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,722 | $53.3 萬 | 0.2% | +132+8.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,633 | $52.5 萬 | 0.2% | +284+8.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 619 | $52.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,270 | $50.8 萬 | 0.2% | +511+18.5% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,666 | $50.5 萬 | 0.2% | −808−14.8% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 2,520 | $47.7 萬 | 0.2% | −100−3.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,174 | $47.3 萬 | 0.2% | +26+1.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,690 | $45.6 萬 | 0.2% | +16+0.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 4,900 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,149 | $44.6 萬 | 0.2% | +240+12.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 4,475 | $44.5 萬 | 0.2% | +80+1.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,514 | $43.8 萬 | 0.2% | −200−7.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,291 | $42.4 萬 | 0.2% | +696+26.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,180 | $36.7 萬 | 0.2% | +33+2.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 867 | $35.3 萬 | 0.2% | +24+2.8% | 加碼 | – |
| TPRTapestry, Inc. | COM | 2,397 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,755 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,166 | $32.2 萬 | 0.1% | +99+3.2% | 加碼 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 2,567 | $32.1 萬 | 0.1% | +81+3.3% | 加碼 | – |
| BPBP PLC | ADR | 6,753 | $31.7 萬 | 0.1% | +531+8.5% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,521 | $31.4 萬 | 0.1% | +90+3.7% | 加碼 | – |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 3,072 | $31.3 萬 | 0.1% | +119+4.0% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 457 | $31.2 萬 | 0.1% | +14+3.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $31.0 萬 | 0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,400 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,995 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,526 | $28.9 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 715 | $27.2 萬 | 0.1% | +43+6.4% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,362 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,341 | $25.4 萬 | 0.1% | −45−1.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,100 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,552 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,089 | $23.0 萬 | 0.1% | +29+2.7% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,061 | $23.0 萬 | 0.1% | +1,061 | 新進 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,200 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MFCManulife Financial Corp | COM | 6,526 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,247 | $22.4 萬 | 0.1% | +4,247 | 新進 | – |
| KMIKinder Morgan, Inc. | Stock | 6,500 | $21.8 萬 | 0.1% | +6,500 | 新進 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 617 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 2,300 | $20.9 萬 | 0.1% | −100−4.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 300 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| ASBAssociated Banc-Corp | COM | 8,000 | $20.7 萬 | 0.1% | −2,000−20.0% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 10,285 | $17.3 萬 | 0.1% | +10,285 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 293 | $16.9 萬 | 0.1% | +293 | 新進 | – |
| NAGENiagen Bioscience, Inc. | COM NEW | 22,834 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 16,073 | $8.50 萬 | <0.1% | −8,830−35.5% | 減碼 | 歷史 |
選擇權（3 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 | $650.3 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $184.7 萬 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | $74.4 萬 | – |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 12,632 | $31.5 萬 | 0.1% | 歷史 |
| Elevation Series Trust210322822 | TRUESHARES STRCT | 6,830 | $28.8 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,105 | $23.5 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 3,705 | $20.4 萬 | 0.1% | 歷史 |