Insight 2811, Inc.
- SEC CIK
- 0001334952
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 105
- 較 2026 年第 1 季 +7
- 總值
- $2.47 億
- 較 2026 年第 1 季 +$1,696 萬 (+7.4%)
| 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 | 852,297 | $4,960 萬 | 20.1% | +854+0.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 33,016 | $2,473 萬 | 10.0% | −42−0.1% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 270,842 | $2,341 萬 | 9.5% | −330−0.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 214,231 | $2,120 萬 | 8.6% | +1,949+0.9% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 210,540 | $1,729 萬 | 7.0% | −654−0.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 61,000 | $1,479 萬 | 6.0% | +1,276+2.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 80,753 | $779.9 萬 | 3.2% | +337+0.4% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 137,020 | $756.1 萬 | 3.1% | +1,771+1.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 50,037 | $458.5 萬 | 1.9% | +633+1.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,212 | $325.5 萬 | 1.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 14,831 | $325.1 萬 | 1.3% | +77+0.5% | 加碼 | – |
| INTCIntel Corp | Stock | 22,669 | $316.5 萬 | 1.3% | −292−1.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,177 | $311.9 萬 | 1.3% | +169+4.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,350 | $267.7 萬 | 1.1% | +352+7.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,737 | $245.0 萬 | 1.0% | +249+1.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,585 | $239.3 萬 | 1.0% | +20+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,649 | $221.3 萬 | 0.9% | −36−0.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,397 | $199.2 萬 | 0.8% | −2,923−6.9% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,213 | $184.6 萬 | 0.7% | +994+9.7% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 2,480 | $179.3 萬 | 0.7% | +10+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,036 | $176.6 萬 | 0.7% | +38+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,837 | $170.9 萬 | 0.7% | +30+0.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,370 | $160.3 萬 | 0.6% | +3,109+21.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,679 | $153.1 萬 | 0.6% | +64+1.4% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,566 | $140.5 萬 | 0.6% | +8+0.2% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,250 | $138.3 萬 | 0.6% | +11+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,163 | $131.1 萬 | 0.5% | +88+1.7% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 9,519 | $130.9 萬 | 0.5% | −17−0.2% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 23,572 | $129.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BBarrick Mining Corp | Stock | 34,644 | $127.2 萬 | 0.5% | +539+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,159 | $117.8 萬 | 0.5% | +51+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,226 | $115.3 萬 | 0.5% | +27+0.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,489 | $102.3 萬 | 0.4% | +123+9.0% | 加碼 | – |
| MSMorgan Stanley | Stock | 4,838 | $101.1 萬 | 0.4% | +56+1.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 37,756 | $94.5 萬 | 0.4% | −413−1.1% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,021 | $85.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,554 | $81.4 萬 | 0.3% | +18+0.3% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 8,307 | $80.6 萬 | 0.3% | −33−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,956 | $76.5 萬 | 0.3% | +219+3.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,522 | $75.8 萬 | 0.3% | −78−3.0% | 減碼 | – |
| BABoeing Co | Stock | 3,447 | $74.6 萬 | 0.3% | +116+3.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,860 | $70.3 萬 | 0.3% | +138+8.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 13,219 | $69.2 萬 | 0.3% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 4,353 | $67.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 5,109 | $66.7 萬 | 0.3% | +164+3.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,222 | $66.5 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,116 | $62.9 萬 | 0.3% | +13+1.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,357 | $62.0 萬 | 0.3% | +66+2.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 609 | $61.6 萬 | 0.2% | −10−1.6% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 764 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,435 | $56.9 萬 | 0.2% | +171+1.3% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 2,520 | $56.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,812 | $55.9 萬 | 0.2% | +179+4.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,212 | $55.7 萬 | 0.2% | +38+1.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,268 | $54.0 萬 | 0.2% | +119+5.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,537 | $50.8 萬 | 0.2% | +23+0.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 983 | $50.1 萬 | 0.2% | +36+3.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,533 | $47.8 萬 | 0.2% | +263+8.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,656 | $43.5 萬 | 0.2% | −10−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 5,189 | $42.9 萬 | 0.2% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,975 | $39.5 萬 | 0.2% | −500−11.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,535 | $38.9 萬 | 0.2% | +14+0.6% | 加碼 | – |
| SHELShell plc | ADR | 4,920 | $38.1 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 2,579 | $37.7 萬 | 0.2% | +12+0.5% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,176 | $37.3 萬 | 0.2% | +10+0.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,707 | $37.0 萬 | 0.1% | +17+0.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,410 | $35.6 萬 | 0.1% | 00.0% | 不變 | – |
| TPRTapestry, Inc. | COM | 2,397 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 3,073 | $35.1 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,017 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,241 | $33.5 萬 | 0.1% | +61+5.2% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,420 | $32.6 萬 | 0.1% | +20+1.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,995 | $30.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,949 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,556 | $29.6 萬 | 0.1% | +30+2.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,400 | $28.7 萬 | 0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| IAUiShares Gold Trust | ETF | 3,755 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,100 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 12,832 | $27.4 萬 | 0.1% | +2,547+24.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,366 | $27.2 萬 | 0.1% | +613+9.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,341 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,982 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,200 | $26.7 萬 | 0.1% | +1,200 | 新進 | 歷史 |
| MFCManulife Financial Corp | COM | 6,526 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,096 | $26.0 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 2,300 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 2,439 | $25.0 萬 | 0.1% | +2,439 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 486 | $24.8 萬 | 0.1% | +29+6.3% | 加碼 | 歷史 |
| ASBAssociated Banc-Corp | COM | 8,000 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,362 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 2,520 | $24.1 萬 | 0.1% | +2,520 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 3,038 | $23.8 萬 | 0.1% | +3,038 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,552 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,061 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 310 | $22.1 萬 | 0.1% | +310 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,247 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 617 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 293 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 769 | $21.5 萬 | 0.1% | +54+7.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 3,705 | $21.1 萬 | 0.1% | +3,705 | 新進 | 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 | $858.8 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $191.5 萬 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | $106.7 萬 | – |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。