Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/30 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 65
- 較 2023 年第 2 季 −3
- 總值
- $1.19 億
- 較 2023 年第 2 季 −$133.9 萬 (−1.1%)
| 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 | $1,483 萬 | 12.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 592,571 | $1,341 萬 | 11.3% | −7,856−1.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 212,850 | $1,068 萬 | 9.0% | −2,115−1.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 86,264 | $880.1 萬 | 7.4% | −871−1.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 120,886 | $526.6 萬 | 4.4% | +3,871+3.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 148,923 | $521.1 萬 | 4.4% | −1,468−1.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 38,480 | $399.1 萬 | 3.4% | −1,471−3.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 171,495 | $358.3 萬 | 3.0% | −18,871−9.9% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 67,182 | $299.8 萬 | 2.5% | +442+0.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 33,376 | $275.4 萬 | 2.3% | −63−0.2% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 33,104 | $258.9 萬 | 2.2% | +11,069+50.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 34,357 | $253.3 萬 | 2.1% | −40−0.1% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 93,989 | $233.1 萬 | 2.0% | −164−0.2% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 161,551 | $231.3 萬 | 1.9% | −6,961−4.1% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,707 | $212.3 萬 | 1.8% | −312−1.5% | 減碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 18,654 | $186.9 萬 | 1.6% | −836−4.3% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 19,265 | $169.3 萬 | 1.4% | +515+2.7% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 32,557 | $161.1 萬 | 1.4% | −7,123−18.0% | 減碼 | – |
| iShares Tr46429B366 | CMBS ETF | 35,718 | $160.9 萬 | 1.4% | +804+2.3% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,511 | $151.2 萬 | 1.3% | −115−1.2% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $147.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,926 | $120.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 6,969 | $119.3 萬 | 1.0% | +168+2.5% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 56,216 | $110.6 萬 | 0.9% | +13,188+30.6% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 42,141 | $95.5 萬 | 0.8% | +2,592+6.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,585 | $89.2 萬 | 0.7% | +30.0% | 加碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 88,129 | $88.9 萬 | 0.7% | +1,401+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $88.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 40,985 | $87.0 萬 | 0.7% | −3,929−8.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 36,400 | $81.8 萬 | 0.7% | −22,375−38.1% | 減碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 20,805 | $81.5 萬 | 0.7% | +5,638+37.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 36,055 | $81.1 萬 | 0.7% | −5,269−12.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,936 | $74.7 萬 | 0.6% | −1,395−12.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,698 | $73.9 萬 | 0.6% | +12+0.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 36,631 | $73.7 萬 | 0.6% | −13,776−27.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 38,726 | $72.7 萬 | 0.6% | −51−0.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 38,403 | $71.9 萬 | 0.6% | −51−0.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 36,805 | $71.3 萬 | 0.6% | −147−0.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 4,750 | $70.8 萬 | 0.6% | −412−8.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 8,793 | $68.5 萬 | 0.6% | +2,160+32.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,086 | $64.7 萬 | 0.5% | +887+21.1% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 7,563 | $64.3 萬 | 0.5% | −38−0.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $60.4 萬 | 0.5% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 7,207 | $51.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 41,718 | $51.8 萬 | 0.4% | +482+1.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,773 | $50.8 萬 | 0.4% | +3,432+64.3% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 9,242 | $50.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,158 | $49.5 萬 | 0.4% | +4+0.3% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 881 | $41.7 萬 | 0.4% | +370+72.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,267 | $40.0 萬 | 0.3% | +124+10.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 7,773 | $37.4 萬 | 0.3% | +2,173+38.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $33.8 萬 | 0.3% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 4,754 | $33.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,811 | $33.7 萬 | 0.3% | +36+1.3% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $33.5 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 3,377 | $32.7 萬 | 0.3% | −1,111−24.8% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 10,386 | $31.3 萬 | 0.3% | −351−3.3% | 減碼 | – |
| CVXChevron Corp | Stock | 1,776 | $29.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $29.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 7,001 | $28.9 萬 | 0.2% | +1,384+24.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,715 | $25.0 萬 | 0.2% | +264+4.8% | 加碼 | – |
| BPBP PLC | ADR | 6,267 | $24.3 萬 | 0.2% | −20−0.3% | 減碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,105 | $23.3 萬 | 0.2% | +87+0.8% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $22.0 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 260 | $21.6 萬 | 0.2% | +1+0.4% | 加碼 | 歷史 |
選擇權（4 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 | – | $3.91 億 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $231.5 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $228.8 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $191.2 萬 |
2023 年第 2 季之後清倉（3 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,058 | $113.3 萬 | 0.9% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 45,252 | $93.1 萬 | 0.8% | – |
| iShares Tr46435G672 | CORE INTL AGGR | 4,128 | $20.3 萬 | 0.2% | – |