Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 69
- 較 2021 年第 4 季 −11
- 總值
- $1.42 億
- 較 2021 年第 4 季 −$3,904 萬 (−21.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 216,176 | $2,614 萬 | 18.4% | +117,429+118.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 222,262 | $1,820 萬 | 12.8% | +222,262 | 新進 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,099 萬 | 7.8% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 180,886 | $666.2 萬 | 4.7% | +1,214+0.7% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 125,910 | $626.7 萬 | 4.4% | −86,837−40.8% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 49,118 | $611.9 萬 | 4.3% | −74,989−60.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 112,313 | $557.4 萬 | 3.9% | −69,859−38.3% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 54,001 | $527.9 萬 | 3.7% | +6,904+14.7% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 152,594 | $423.6 萬 | 3.0% | −6,977−4.4% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 49,660 | $408.7 萬 | 2.9% | −2,986−5.7% | 減碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 73,601 | $405.1 萬 | 2.9% | +73,601 | 新進 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 71,264 | $373.8 萬 | 2.6% | −351,536−83.1% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 159,676 | $245.4 萬 | 1.7% | +1,413+0.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,498 | $211.0 萬 | 1.5% | +956+9.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,803 | $206.2 萬 | 1.5% | −44,568−70.3% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 18,645 | $189.8 萬 | 1.3% | +2,475+15.3% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 31,492 | $157.0 萬 | 1.1% | +328+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,020 | $156.3 萬 | 1.1% | −149,025−88.2% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $129.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,838 | $128.2 萬 | 0.9% | −565−16.6% | 減碼 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 49,792 | $119.9 萬 | 0.8% | +49,792 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 51,373 | $108.2 萬 | 0.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 6,138 | $107.2 萬 | 0.8% | −483−7.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,119 | $106.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 8,881 | $106.4 萬 | 0.8% | +5,084+133.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 50,124 | $105.8 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 47,735 | $101.5 萬 | 0.7% | 00.0% | 不變 | – |
| ARK Innovation ETF00214Q104 | ETF | 15,073 | $99.9 萬 | 0.7% | +1,039+7.4% | 加碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 82,457 | $98.9 萬 | 0.7% | +11,021+15.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,200 | $84.2 萬 | 0.6% | +40.0% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 10,014 | $81.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 7,159 | $70.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 30,892 | $70.8 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 28,982 | $69.0 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 27,808 | $68.2 萬 | 0.5% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 38,214 | $64.6 萬 | 0.5% | +38,214 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 947 | $59.6 萬 | 0.4% | −395−29.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 164 | $53.5 萬 | 0.4% | −10−5.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,730 | $53.3 萬 | 0.4% | −629−26.7% | 減碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 11,870 | $48.6 萬 | 0.3% | +540+4.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,754 | $47.9 萬 | 0.3% | +181+11.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,532 | $45.9 萬 | 0.3% | −305−16.6% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 5,040 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,308 | $44.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 15,881 | $42.0 萬 | 0.3% | −18,242−53.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $37.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 7,041 | $36.7 萬 | 0.3% | −119−1.7% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $36.1 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 3,046 | $36.1 萬 | 0.3% | −409−11.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $36.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 128 | $35.6 萬 | 0.3% | −47−26.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,504 | $34.1 萬 | 0.2% | −531−17.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 6,883 | $34.1 萬 | 0.2% | +1,445+26.6% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 4,611 | $33.7 萬 | 0.2% | −844−15.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 14,616 | $30.6 萬 | 0.2% | +686+4.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 526 | $30.3 萬 | 0.2% | −193−26.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $30.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,726 | $29.6 萬 | 0.2% | +84+2.3% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 1,659 | $29.6 萬 | 0.2% | −893−35.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,776 | $28.9 萬 | 0.2% | −18−1.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,274 | $27.7 萬 | 0.2% | −1,236−27.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,763 | $27.6 萬 | 0.2% | −14−0.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 4,720 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,950 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 301 | $23.0 萬 | 0.2% | −109−26.6% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,134 | $22.5 萬 | 0.2% | −1,320−29.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 9,352 | $22.2 萬 | 0.2% | +612+7.0% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 970 | $20.8 萬 | 0.1% | −352−26.6% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 3,363 | $20.2 萬 | 0.1% | +534+18.9% | 加碼 | 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 | – | $3,780 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $34.9 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $17.6 萬 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 69,204 | $890.5 萬 | 4.9% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 89,312 | $490.4 萬 | 2.7% | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 17,069 | $79.6 萬 | 0.4% | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 13,062 | $66.5 萬 | 0.4% | – |
| IVTInvenTrust Properties Corp. | COM NEW | 11,588 | $31.6 萬 | 0.2% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,641 | $28.8 萬 | 0.2% | 歷史 |
| WMWaste Management Inc | Stock | 1,609 | $26.9 萬 | 0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 2,481 | $25.2 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 3,726 | $23.9 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,173 | $23.5 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 4,436 | $22.3 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 482 | $22.1 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 7,415 | $20.1 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 999 | $7.90 萬 | <0.1% | – |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | – | $2.00 萬 | <0.1% | – |