Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 73
- 較 2023 年第 3 季 +8
- 總值
- $1.32 億
- 較 2023 年第 3 季 +$1,343 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 337,538 | $1,695 萬 | 12.8% | +124,688+58.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 579,760 | $1,341 萬 | 10.1% | −12,811−2.2% | 減碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,195 | $1,289 萬 | 9.7% | +65+0.8% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 85,501 | $946.1 萬 | 7.1% | −763−0.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 155,732 | $607.8 萬 | 4.6% | +6,809+4.6% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 124,500 | $573.2 萬 | 4.3% | +3,614+3.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 35,663 | $383.3 萬 | 2.9% | −2,817−7.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 168,917 | $378.7 萬 | 2.9% | −2,578−1.5% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 68,862 | $325.3 萬 | 2.5% | +1,680+2.5% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 30,290 | $315.0 萬 | 2.4% | −2,814−8.5% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 32,120 | $286.1 萬 | 2.2% | −1,256−3.8% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 33,369 | $258.2 萬 | 1.9% | −988−2.9% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 161,276 | $256.9 萬 | 1.9% | −275−0.2% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 91,811 | $242.4 萬 | 1.8% | −2,178−2.3% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,949 | $227.1 萬 | 1.7% | +242+1.2% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 18,719 | $173.1 萬 | 1.3% | −546−2.8% | 減碼 | – |
| iShares Tr46429B366 | CMBS ETF | 36,837 | $172.4 萬 | 1.3% | +1,119+3.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,311 | $158.7 萬 | 1.2% | −200−2.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,894 | $152.0 萬 | 1.1% | +925+13.3% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 34,426 | $149.9 萬 | 1.1% | +13,621+65.5% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $147.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 65,884 | $138.3 萬 | 1.0% | +9,668+17.2% | 加碼 | – |
| ACNAccenture plc | Stock | 3,926 | $137.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,529 | $125.2 萬 | 0.9% | +831+48.9% | 加碼 | 歷史 |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 12,422 | $124.3 萬 | 0.9% | −6,232−33.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,804 | $118.6 萬 | 0.9% | +2,718+53.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,801 | $115.0 萬 | 0.9% | +4,008+45.6% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 42,071 | $104.3 萬 | 0.8% | −70−0.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 15,851 | $99.1 萬 | 0.7% | +7,078+80.7% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,769 | $97.6 萬 | 0.7% | −12,788−39.3% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,653 | $95.2 萬 | 0.7% | +772+87.6% | 加碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 86,939 | $93.9 萬 | 0.7% | −1,190−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,683 | $84.3 萬 | 0.6% | +200+1.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,511 | $81.3 萬 | 0.6% | +575+5.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 34,443 | $78.2 萬 | 0.6% | −1,957−5.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 34,056 | $77.4 萬 | 0.6% | −1,999−5.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,439 | $74.4 萬 | 0.6% | −146−1.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,976 | $74.3 萬 | 0.6% | +709+56.0% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 7,575 | $74.0 萬 | 0.6% | +12+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,750 | $73.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 35,259 | $72.1 萬 | 0.5% | −1,372−3.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 37,326 | $72.0 萬 | 0.5% | −1,400−3.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 34,435 | $69.8 萬 | 0.5% | −2,370−6.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 34,650 | $67.4 萬 | 0.5% | −3,753−9.8% | 減碼 | – |
| RTXRTX Corp | Stock | 6,614 | $55.7 萬 | 0.4% | −593−8.2% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 8,512 | $55.2 萬 | 0.4% | −730−7.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,139 | $54.1 萬 | 0.4% | −19−1.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 467 | $52.1 萬 | 0.4% | +207+79.6% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 42,229 | $51.5 萬 | 0.4% | +511+1.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,382 | $48.6 萬 | 0.4% | +1,602+33.5% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 8,628 | $44.4 萬 | 0.3% | +855+11.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 2,082 | $41.3 萬 | 0.3% | +2,082 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,754 | $37.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,075 | $37.3 萬 | 0.3% | +1,075 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,378 | $37.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,177 | $37.0 萬 | 0.3% | +2,177 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $36.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 9,099 | $35.6 萬 | 0.3% | +2,098+30.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $33.1 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 2,843 | $33.0 萬 | 0.2% | +32+1.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 5,615 | $32.5 萬 | 0.2% | +5,615 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,386 | $32.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 6,646 | $30.6 萬 | 0.2% | +931+16.3% | 加碼 | – |
| HOMBHome Bancshares Inc | COM | 11,191 | $28.3 萬 | 0.2% | +86+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,620 | $27.6 萬 | 0.2% | +1,620 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,776 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $23.4 萬 | 0.2% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 2,744 | $22.6 萬 | 0.2% | +2,744 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,950 | $22.0 萬 | 0.2% | +1,950 | 新進 | 歷史 |
| BPBP PLC | ADR | 6,113 | $21.6 萬 | 0.2% | −154−2.5% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 3,683 | $21.4 萬 | 0.2% | +3,683 | 新進 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 5,241 | $21.1 萬 | 0.2% | +5,241 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 1,096 | $21.0 萬 | 0.2% | +1,096 | 新進 | 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 | – | $4.33 億 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $583.8 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $260.0 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $254.5 萬 |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 40,985 | $87.0 萬 | 0.7% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $60.4 萬 | 0.5% | – |