Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/14 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 55
- 較 2021 年第 1 季 +4
- 總值
- $1.57 億
- 較 2021 年第 1 季 +$1,503 萬 (+10.6%)
| 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 | 341,737 | $1,950 萬 | 12.4% | +18,803+5.8% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,301 萬 | 8.3% | +8,130 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 92,362 | $1,241 萬 | 7.9% | +3,340+3.8% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 93,550 | $1,198 萬 | 7.6% | −1,484−1.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 141,568 | $1,171 萬 | 7.5% | −925−0.6% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 182,676 | $974.2 萬 | 6.2% | +8,682+5.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 139,973 | $748.7 萬 | 4.8% | −3,582−2.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 59,776 | $700.6 萬 | 4.5% | −2,514−4.0% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 52,134 | $680.5 萬 | 4.3% | −148−0.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 195,801 | $660.0 萬 | 4.2% | −3,655−1.8% | 減碼依 1 比 2 拆股換算 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 90,176 | $498.7 萬 | 3.2% | −94−0.1% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 145,794 | $436.8 萬 | 2.8% | +735+0.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 38,151 | $429.0 萬 | 2.7% | +342+0.9% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 44,221 | $389.3 萬 | 2.5% | −258−0.6% | 減碼 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 124,755 | $350.7 萬 | 2.2% | −48,848−28.1% | 減碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 49,813 | $255.4 萬 | 1.6% | −16,645−25.0% | 減碼 | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 47,749 | $210.7 萬 | 1.3% | −16,108−25.2% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 15,167 | $198.4 萬 | 1.3% | −280−1.8% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 15,652 | $173.7 萬 | 1.1% | +8+0.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 7,851 | $151.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B366 | CMBS ETF | 27,516 | $149.6 萬 | 1.0% | +80.0% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 92,119 | $129.2 萬 | 0.8% | +10,746+13.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 51,373 | $114.0 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 50,124 | $108.9 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 47,735 | $103.1 萬 | 0.7% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 19,319 | $102.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 46,074 | $97.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,421 | $88.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 10,014 | $74.7 萬 | 0.5% | −672−6.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 28,982 | $72.9 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 27,808 | $70.8 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 29,685 | $69.3 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 29,444 | $67.8 萬 | 0.4% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 7,159 | $61.1 萬 | 0.4% | −471−6.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,335 | $59.4 萬 | 0.4% | −588−11.9% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 2,421 | $47.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 4,236 | $45.2 萬 | 0.3% | −337−7.4% | 減碼 | – |
| PCARPaccar Inc | COM | 5,040 | $45.0 萬 | 0.3% | −40−0.8% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 7,902 | $43.5 萬 | 0.3% | +32+0.4% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 10,680 | $40.3 萬 | 0.3% | +1,250+13.3% | 加碼 | – |
| ACNAccenture plc | Stock | 1,308 | $38.6 萬 | 0.2% | −78−5.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $36.1 萬 | 0.2% | −130−2.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $34.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,675 | $33.6 萬 | 0.2% | +510+8.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,002 | $31.6 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 698 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 5,130 | $27.5 萬 | 0.2% | +5,130 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 68 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,300 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,633 | $22.6 萬 | 0.1% | +2,633 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 8,740 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 7,415 | $20.2 萬 | 0.1% | +7,415 | 新進 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 12,142 | $17.9 萬 | 0.1% | +12,142 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 838 | $6.60 萬 | <0.1% | −133−13.7% | 減碼 | – |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | – | $2.00 萬 | <0.1% | – | – | – |
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 | – | $3,039 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $32.9 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $31.1 萬 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。