Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 68
- 較 2023 年第 1 季 +10
- 總值
- $1.20 億
- 較 2023 年第 1 季 +$949.2 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 600,427 | $1,369 萬 | 11.4% | +16,118+2.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 214,965 | $1,078 萬 | 9.0% | +177,790+478.3% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,070 萬 | 8.9% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 87,135 | $942.3 萬 | 7.8% | −3,073−3.4% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 150,391 | $547.3 萬 | 4.5% | −19,665−11.6% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 117,015 | $531.5 萬 | 4.4% | −7,150−5.8% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 39,951 | $430.0 萬 | 3.6% | −11,486−22.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 190,366 | $418.1 萬 | 3.5% | −4,888−2.5% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 66,740 | $310.1 萬 | 2.6% | −31,156−31.8% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 33,439 | $289.4 萬 | 2.4% | −8,578−20.4% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 34,397 | $258.2 萬 | 2.1% | −6,169−15.2% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 168,512 | $251.4 萬 | 2.1% | −8,431−4.8% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 94,153 | $238.9 萬 | 2.0% | −21,860−18.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,019 | $224.3 萬 | 1.9% | −2,478−10.5% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 22,035 | $198.3 萬 | 1.6% | +1,256+6.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 39,680 | $196.1 萬 | 1.6% | +39,680 | 新進 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 19,490 | $195.5 萬 | 1.6% | +19,490 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 9,626 | $173.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 18,750 | $171.8 萬 | 1.4% | −4,648−19.9% | 減碼 | – |
| iShares Tr46429B366 | CMBS ETF | 34,914 | $160.1 萬 | 1.3% | −9,940−22.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 58,775 | $132.1 萬 | 1.1% | +32,012+119.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,801 | $131.9 萬 | 1.1% | +1,242+22.3% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $125.3 萬 | 1.0% | +65+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,926 | $121.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,058 | $113.3 萬 | 0.9% | −2,831−15.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 50,407 | $101.5 萬 | 0.8% | +35,228+232.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 44,914 | $95.1 萬 | 0.8% | 00.0% | 不變 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 39,549 | $94.0 萬 | 0.8% | +39,549 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 41,324 | $93.2 萬 | 0.8% | +31,972+341.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 45,252 | $93.1 萬 | 0.8% | 00.0% | 不變 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 43,028 | $88.5 萬 | 0.7% | +2,361+5.8% | 加碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 86,728 | $88.4 萬 | 0.7% | +8,487+10.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,331 | $85.7 萬 | 0.7% | −4,899−30.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $85.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,582 | $81.3 萬 | 0.7% | +30.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 38,777 | $73.5 萬 | 0.6% | +38,777 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 38,454 | $73.2 萬 | 0.6% | +38,454 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 36,952 | $73.0 萬 | 0.6% | +36,952 | 新進 | – |
| NVDANVIDIA Corp | Stock | 1,686 | $71.3 萬 | 0.6% | +38+2.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,207 | $70.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,162 | $69.5 萬 | 0.6% | −600−10.4% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 7,601 | $63.6 萬 | 0.5% | +31+0.4% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 9,242 | $62.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 41,236 | $62.4 萬 | 0.5% | +455+1.1% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 15,167 | $61.6 萬 | 0.5% | +400+2.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $60.4 萬 | 0.5% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,199 | $54.7 萬 | 0.5% | +635+17.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 6,633 | $51.5 萬 | 0.4% | +3,438+107.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,154 | $51.2 萬 | 0.4% | −171−12.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,488 | $48.9 萬 | 0.4% | −798−15.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,143 | $38.9 萬 | 0.3% | +268+30.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $36.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $34.8 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $34.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,737 | $33.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $30.9 萬 | 0.3% | +694 | 新進 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,341 | $30.7 萬 | 0.3% | +5,341 | 新進 | – |
| COPConocoPhillips | Stock | 2,775 | $28.8 萬 | 0.2% | +29+1.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,776 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 5,600 | $27.2 萬 | 0.2% | +5,600 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 511 | $25.9 萬 | 0.2% | +511 | 新進 | – |
| HOMBHome Bancshares Inc | COM | 11,018 | $25.1 萬 | 0.2% | +87+0.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,451 | $24.8 萬 | 0.2% | −489−8.2% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 259 | $22.5 萬 | 0.2% | +259 | 新進 | 歷史 |
| BPBP PLC | ADR | 6,287 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 5,617 | $20.9 萬 | 0.2% | +5,617 | 新進 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 4,128 | $20.3 萬 | 0.2% | −874−17.5% | 減碼 | – |
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 | – | $3.06 億 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $247.6 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $246.5 萬 |
2023 年第 1 季之後清倉（2 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 9,820 | $22.4 萬 | 0.2% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,453 | $20.2 萬 | 0.2% | – |