Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/1 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 56
- 較 2022 年第 3 季 0
- 總值
- $1.07 億
- 較 2022 年第 3 季 +$551.7 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,906 萬 | 17.8% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 482,706 | $1,087 萬 | 10.1% | +482,706 | 新進 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 68,292 | $720.0 萬 | 6.7% | +24,518+56.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 171,382 | $592.8 萬 | 5.5% | +700.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 52,131 | $554.9 萬 | 5.2% | +486+0.9% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 121,987 | $549.2 萬 | 5.1% | +42,798+54.0% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 96,328 | $447.6 萬 | 4.2% | +18,649+24.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 194,906 | $422.4 萬 | 3.9% | +194,906 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 53,324 | $396.3 萬 | 3.7% | −178,736−77.0% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 42,799 | $362.0 萬 | 3.4% | +2,805+7.0% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 39,464 | $290.6 萬 | 2.7% | −2,456−5.9% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 115,310 | $283.8 萬 | 2.6% | −4,922−4.1% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 179,676 | $253.3 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,346 | $246.3 萬 | 2.3% | +2,809+13.7% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 24,357 | $220.4 萬 | 2.1% | +3,036+14.2% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 44,724 | $205.3 萬 | 1.9% | +8,623+23.9% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 8,637 | $142.7 萬 | 1.3% | −750−8.0% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,474 | $129.6 萬 | 1.2% | +30.0% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 19,641 | $122.0 萬 | 1.1% | +589+3.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,117 | $121.2 萬 | 1.1% | −4,401−21.4% | 減碼 | – |
| ACNAccenture plc | Stock | 3,926 | $104.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 44,914 | $94.2 萬 | 0.9% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 45,252 | $92.7 萬 | 0.9% | −898−1.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,576 | $83.6 萬 | 0.8% | −2,930−27.9% | 減碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 75,502 | $80.3 萬 | 0.8% | −3,441−4.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $78.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 9,832 | $76.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 6,924 | $69.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 33,366 | $68.1 萬 | 0.6% | +14,820+79.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,097 | $66.2 萬 | 0.6% | +226+4.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $59.9 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 26,763 | $59.2 萬 | 0.6% | 00.0% | 不變 | – |
| PCARPaccar Inc | COM | 5,040 | $49.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 14,287 | $49.4 萬 | 0.5% | +1,900+15.3% | 加碼 | – |
| FFord Motor Co | Stock | 38,377 | $44.6 萬 | 0.4% | −97−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,000 | $38.2 萬 | 0.4% | −137−12.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $37.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $36.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $33.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,737 | $32.8 萬 | 0.3% | +10,737 | 新進 | – |
| COPConocoPhillips | Stock | 2,724 | $32.1 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,776 | $31.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,796 | $30.8 萬 | 0.3% | −690−15.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 15,179 | $30.6 萬 | 0.3% | −889−5.5% | 減碼 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 11,664 | $25.2 萬 | 0.2% | 00.0% | 不變 | – |
| HOMBHome Bancshares Inc | COM | 10,850 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,489 | $24.7 萬 | 0.2% | −109,415−95.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,663 | $24.3 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 4,720 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 5,007 | $23.8 萬 | 0.2% | −4−0.1% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,050 | $22.7 萬 | 0.2% | +3,050 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $21.7 萬 | 0.2% | +6,470 | 新進 | – |
| BPBP PLC | ADR | 6,033 | $21.1 萬 | 0.2% | +6,033 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,504 | $21.0 萬 | 0.2% | −100−3.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 9,352 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 468 | $20.1 萬 | 0.2% | +468 | 新進 | 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 | – | $2,661 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $3,864 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $1,119 |
2022 年第 3 季之後清倉（7 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 71,772 | $344.9 萬 | 3.4% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 42,578 | $90.2 萬 | 0.9% | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 28,637 | $62.9 萬 | 0.6% | – |
| ARK Innovation ETF00214Q104 | ETF | 15,398 | $58.1 萬 | 0.6% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $26.5 萬 | 0.3% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,228 | $24.5 萬 | 0.2% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,071 | $21.9 萬 | 0.2% | – |