Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/13 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 56
- 較 2022 年第 1 季 −13
- 總值
- $1.27 億
- 較 2022 年第 1 季 −$1,462 萬 (−10.3%)
| 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 | 220,148 | $2,422 萬 | 19.1% | +3,972+1.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 228,362 | $1,773 萬 | 14.0% | +6,100+2.7% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,210 萬 | 9.5% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 182,223 | $625.2 萬 | 4.9% | +1,337+0.7% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 126,804 | $590.0 萬 | 4.6% | +894+0.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 48,987 | $558.0 萬 | 4.4% | −131−0.3% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 109,828 | $514.2 萬 | 4.0% | −2,485−2.2% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 53,832 | $459.3 萬 | 3.6% | −169−0.3% | 減碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 73,319 | $373.7 萬 | 2.9% | −282−0.4% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 150,895 | $371.5 萬 | 2.9% | −1,699−1.1% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 49,720 | $366.0 萬 | 2.9% | +60+0.1% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 70,890 | $341.3 萬 | 2.7% | −374−0.5% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 160,441 | $227.5 萬 | 1.8% | +765+0.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,194 | $182.9 萬 | 1.4% | −1,609−8.6% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 18,775 | $178.8 萬 | 1.4% | +130+0.7% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 31,719 | $152.6 萬 | 1.2% | +227+0.7% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,587 | $147.3 萬 | 1.2% | −1,911−16.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,393 | $140.3 萬 | 1.1% | −1,627−8.1% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $114.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,926 | $109.0 萬 | 0.9% | +2,618+200.2% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 16,518 | $108.3 萬 | 0.9% | +7,637+86.0% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 49,325 | $107.9 萬 | 0.8% | −467−0.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,203 | $95.9 萬 | 0.8% | +1,003+9.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 46,150 | $95.7 萬 | 0.8% | −5,223−10.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 44,914 | $94.1 萬 | 0.7% | −5,210−10.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 42,578 | $90.2 萬 | 0.7% | −5,157−10.8% | 減碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 84,244 | $89.1 萬 | 0.7% | +1,787+2.2% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 9,832 | $81.5 萬 | 0.6% | −182−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $70.3 萬 | 0.6% | −2,636−13.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,876 | $66.7 萬 | 0.5% | −1,262−20.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,924 | $66.5 萬 | 0.5% | −235−3.3% | 減碼 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 28,637 | $63.1 萬 | 0.5% | −2,255−7.3% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 15,712 | $62.7 萬 | 0.5% | +639+4.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $58.9 萬 | 0.5% | −2,117−7.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 26,763 | $58.3 萬 | 0.5% | −2,219−7.7% | 減碼 | – |
| CVXChevron Corp | Stock | 3,151 | $45.6 萬 | 0.4% | +1,375+77.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,146 | $43.2 萬 | 0.3% | −1,692−59.6% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 38,274 | $42.6 萬 | 0.3% | +60+0.2% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 12,387 | $42.3 萬 | 0.3% | +517+4.4% | 加碼 | – |
| PCARPaccar Inc | COM | 5,040 | $41.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $34.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 16,068 | $32.8 萬 | 0.3% | +1,452+9.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $32.2 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 3,210 | $28.8 萬 | 0.2% | +447+16.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,614 | $27.8 萬 | 0.2% | −666−20.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $27.5 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,682 | $25.5 萬 | 0.2% | −72−4.1% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 5,017 | $25.0 萬 | 0.2% | −2,024−28.7% | 減碼 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 11,184 | $24.9 萬 | 0.2% | −4,697−29.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 4,720 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,062 | $23.0 萬 | 0.2% | −664−17.8% | 減碼 | – |
| HOMBHome Bancshares Inc | COM | 10,850 | $22.5 萬 | 0.2% | +10,850 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 4,517 | $20.9 萬 | 0.2% | −2,366−34.4% | 減碼 | – |
| BPBP PLC | ADR | 7,284 | $20.7 萬 | 0.2% | +7,284 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 9,352 | $20.5 萬 | 0.2% | 00.0% | 不變 | – |
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 | – | $589.1 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $2.60 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $1.90 萬 |
2022 年第 1 季之後清倉（15 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 947 | $59.6 萬 | 0.4% | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,730 | $53.3 萬 | 0.4% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,532 | $45.9 萬 | 0.3% | 歷史 |
| ABTAbbott Laboratories | Stock | 3,046 | $36.1 萬 | 0.3% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 128 | $35.6 萬 | 0.3% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,504 | $34.1 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,611 | $33.7 萬 | 0.2% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 526 | $30.3 萬 | 0.2% | 歷史 |
| NDAQNasdaq, Inc. | COM | 1,659 | $29.6 萬 | 0.2% | 歷史 |
| NEENextera Energy Inc | Stock | 3,274 | $27.7 萬 | 0.2% | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,950 | $24.2 萬 | 0.2% | 歷史 |
| BLKBlackRock, Inc. | COM | 301 | $23.0 萬 | 0.2% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,134 | $22.5 萬 | 0.2% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 970 | $20.8 萬 | 0.1% | 歷史 |
| YETIYETI Holdings, Inc. | COM | 3,363 | $20.2 萬 | 0.1% | 歷史 |