Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/4 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 80
- 較 2021 年第 3 季 +26
- 總值
- $1.81 億
- 較 2021 年第 3 季 +$2,352 萬 (+15.0%)
| 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 | 422,800 | $2,383 萬 | 13.2% | +49,718+13.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 124,107 | $1,604 萬 | 8.9% | +13,310+12.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 169,045 | $1,374 萬 | 7.6% | +19,424+13.0% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 98,747 | $1,309 萬 | 7.2% | +7,733+8.5% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 212,747 | $1,128 萬 | 6.2% | +26,366+14.1% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,015 萬 | 5.6% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 182,172 | $964.2 萬 | 5.3% | +1,303+0.7% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 69,204 | $890.5 萬 | 4.9% | −2,802−3.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 63,371 | $736.9 萬 | 4.1% | +2,062+3.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 179,672 | $625.4 萬 | 3.5% | +2,113+1.2% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 47,097 | $513.6 萬 | 2.8% | +8,507+22.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 89,312 | $490.4 萬 | 2.7% | +2,165+2.5% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 159,571 | $478.2 萬 | 2.6% | +13,222+9.0% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 52,646 | $458.1 萬 | 2.5% | +7,444+16.5% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 158,263 | $227.3 萬 | 1.3% | +15,582+10.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,542 | $198.7 萬 | 1.1% | +2,691+34.3% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,170 | $176.9 萬 | 1.0% | +1,184+7.9% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 31,164 | $165.3 萬 | 0.9% | +3,641+13.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,403 | $161.6 萬 | 0.9% | +2,803+467.2% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 14,034 | $132.8 萬 | 0.7% | +343+2.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 19,119 | $121.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 6,621 | $117.6 萬 | 0.7% | +2,311+53.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 51,373 | $112.1 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 50,124 | $107.6 萬 | 0.6% | 00.0% | 不變 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 71,436 | $102.4 萬 | 0.6% | +17,667+32.9% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $102.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 47,735 | $102.1 萬 | 0.6% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 34,123 | $90.5 萬 | 0.5% | −16,620−32.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,342 | $89.3 萬 | 0.5% | +1,342 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 10,014 | $82.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 17,069 | $79.6 萬 | 0.4% | −3,747−18.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,359 | $79.3 萬 | 0.4% | +2,359 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,837 | $76.2 萬 | 0.4% | +1,837 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 28,982 | $72.4 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 30,892 | $71.8 萬 | 0.4% | +1,207+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 27,808 | $70.3 萬 | 0.4% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 13,062 | $66.5 萬 | 0.4% | −5,274−28.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,196 | $62.4 萬 | 0.3% | +5,219+104.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,159 | $61.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 174 | $58.0 萬 | 0.3% | +100+135.1% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 3,797 | $54.5 萬 | 0.3% | −585−13.4% | 減碼 | – |
| ACNAccenture plc | Stock | 1,308 | $54.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 2,552 | $53.6 萬 | 0.3% | +2,552 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 175 | $50.7 萬 | 0.3% | +175 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,455 | $48.6 萬 | 0.3% | +3,455 | 新進 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 11,330 | $48.3 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,035 | $48.1 萬 | 0.3% | +3,035 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,573 | $46.3 萬 | 0.3% | +1,573 | 新進 | 歷史 |
| PCARPaccar Inc | COM | 5,040 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,510 | $42.1 萬 | 0.2% | +4,510 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 719 | $40.8 萬 | 0.2% | +719 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $40.6 萬 | 0.2% | +4,754 | 新進 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 7,160 | $39.0 萬 | 0.2% | +266+3.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $38.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 410 | $37.5 萬 | 0.2% | +410 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,455 | $34.0 萬 | 0.2% | +5,455 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $33.4 萬 | 0.2% | 00.0% | 不變 | – |
| IVTInvenTrust Properties Corp. | COM NEW | 11,588 | $31.6 萬 | 0.2% | +11,588 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,642 | $30.9 萬 | 0.2% | +1,004+38.1% | 加碼 | – |
| HIGHartford Insurance Group, Inc. | Stock | 4,454 | $30.8 萬 | 0.2% | +4,454 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,950 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,930 | $30.5 萬 | 0.2% | +3,630+35.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 5,438 | $28.9 萬 | 0.2% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 1,641 | $28.8 萬 | 0.2% | +1,641 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,322 | $28.3 萬 | 0.2% | +1,322 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 4,720 | $27.9 萬 | 0.2% | +4,720 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,609 | $26.9 萬 | 0.1% | +1,609 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 2,481 | $25.2 萬 | 0.1% | +2,481 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 3,726 | $23.9 萬 | 0.1% | +3,726 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,173 | $23.5 萬 | 0.1% | +1,173 | 新進 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 2,829 | $23.4 萬 | 0.1% | +2,829 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 4,436 | $22.3 萬 | 0.1% | +4,436 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 482 | $22.1 萬 | 0.1% | +482 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 8,740 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,794 | $21.1 萬 | 0.1% | +1,794 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 7,415 | $20.1 萬 | 0.1% | +7,415 | 新進 | – |
| COPConocoPhillips | Stock | 2,777 | $20.0 萬 | 0.1% | +2,777 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 999 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| 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 | – | $3.34 億 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $1,254 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $799.9 萬 |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。