Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 51
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.42 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 322,934 | $1,809 萬 | 12.8% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 95,034 | $1,193 萬 | 8.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 142,493 | $1,176 萬 | 8.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 89,022 | $1,158 萬 | 8.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 173,994 | $911.9 萬 | 6.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 143,555 | $757.3 萬 | 5.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 62,290 | $722.9 萬 | 5.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 52,282 | $679.1 萬 | 4.8% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 398,912 | $648.6 萬 | 4.6% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 90,270 | $493.2 萬 | 3.5% | – | – | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 173,603 | $474.6 萬 | 3.3% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 145,059 | $424.2 萬 | 3.0% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,809 | $411.7 萬 | 2.9% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 44,479 | $387.8 萬 | 2.7% | – | – | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 66,458 | $334.7 萬 | 2.4% | – | – | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 63,857 | $266.8 萬 | 1.9% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 15,447 | $185.3 萬 | 1.3% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 15,644 | $171.2 萬 | 1.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 7,851 | $148.4 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46429B366 | CMBS ETF | 27,508 | $148.2 萬 | 1.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 51,373 | $113.9 萬 | 0.8% | – | – | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 81,373 | $109.1 萬 | 0.8% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 50,124 | $109.1 萬 | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 47,735 | $103.3 萬 | 0.7% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 19,319 | $99.9 萬 | 0.7% | – | – | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 46,074 | $97.4 萬 | 0.7% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 10,686 | $75.6 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 28,982 | $72.4 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 27,808 | $70.4 萬 | 0.5% | – | – | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 29,685 | $69.3 萬 | 0.5% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 9,421 | $69.2 萬 | 0.5% | – | – | 歷史 |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 29,444 | $67.9 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 4,923 | $60.1 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,630 | $59.0 萬 | 0.4% | – | – | 歷史 |
| PCARPaccar Inc | COM | 5,080 | $47.2 萬 | 0.3% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 2,421 | $44.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 7,870 | $43.2 萬 | 0.3% | – | – | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 4,573 | $38.8 萬 | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 1,386 | $38.3 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,910 | $35.8 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $33.4 萬 | 0.2% | – | – | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 9,430 | $32.8 萬 | 0.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,165 | $29.8 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,997 | $27.9 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 698 | $27.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,300 | $22.8 萬 | 0.2% | – | – | – |
| AALAmerican Airlines Group Inc. | Stock | 9,288 | $22.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 8,740 | $21.5 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 68 | $21.0 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 971 | $7.40 萬 | 0.1% | – | – | – |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | – | $2.10 萬 | <0.1% | – | – | – |
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 | – | $6,124 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $7.80 萬 |