Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 84
- 較 2023 年第 4 季 +11
- 總值
- $1.54 億
- 較 2023 年第 4 季 +$2,143 萬 (+16.2%)
| 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 | 404,533 | $2,041 萬 | 13.3% | +66,995+19.8% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 24,585 | $1,422 萬 | 9.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 577,591 | $1,339 萬 | 8.7% | −2,169−0.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 92,765 | $1,010 萬 | 6.6% | +7,264+8.5% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 151,197 | $685.1 萬 | 4.5% | +26,697+21.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 156,509 | $657.5 萬 | 4.3% | +777+0.5% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 42,953 | $461.4 萬 | 3.0% | +7,290+20.4% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 32,467 | $435.2 萬 | 2.8% | +2,177+7.2% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 84,494 | $395.5 萬 | 2.6% | +15,632+22.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 34,032 | $305.2 萬 | 2.0% | +1,912+6.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 137,870 | $305.0 萬 | 2.0% | −31,047−18.4% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 38,698 | $300.8 萬 | 2.0% | +5,329+16.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,125 | $281.1 萬 | 1.8% | +5,176+24.7% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 159,627 | $276.2 萬 | 1.8% | −1,649−1.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,051 | $275.7 萬 | 1.8% | +522+20.6% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 101,468 | $272.5 萬 | 1.8% | +9,657+10.5% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 44,857 | $211.3 萬 | 1.4% | +8,020+21.8% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 22,799 | $209.4 萬 | 1.4% | +4,080+21.8% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 39,891 | $190.8 萬 | 1.2% | +5,465+15.9% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $189.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 82,176 | $169.8 萬 | 1.1% | +16,292+24.7% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,615 | $167.5 萬 | 1.1% | +304+3.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,386 | $161.0 萬 | 1.0% | +1,492+18.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,601 | $155.1 萬 | 1.0% | +797+10.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,597 | $146.2 萬 | 0.9% | +2,796+21.8% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 5,937 | $134.1 萬 | 0.9% | +978+19.7% | 加碼依 3 比 1 拆股換算 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 19,524 | $128.6 萬 | 0.8% | +3,673+23.2% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 47,974 | $126.8 萬 | 0.8% | +5,903+14.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,721 | $121.5 萬 | 0.8% | +5,210+49.6% | 加碼 | – |
| ACNAccenture plc | Stock | 3,108 | $107.7 萬 | 0.7% | −818−20.8% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 7,586 | $94.0 萬 | 0.6% | +11+0.1% | 加碼 | 歷史 |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,086 | $91.0 萬 | 0.6% | −3,336−26.9% | 減碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 84,794 | $90.2 萬 | 0.6% | −2,145−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,061 | $86.7 萬 | 0.6% | +85+4.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,442 | $86.5 萬 | 0.6% | +30.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 642 | $85.1 萬 | 0.6% | +175+37.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,683 | $83.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,474 | $76.4 萬 | 0.5% | +3,092+48.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 33,508 | $76.2 萬 | 0.5% | −935−2.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 33,122 | $76.0 萬 | 0.5% | −934−2.7% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 15,214 | $75.6 萬 | 0.5% | −4,555−23.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,850 | $70.1 萬 | 0.5% | −900−18.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,230 | $69.9 萬 | 0.5% | −1,029−2.9% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,547 | $69.3 萬 | 0.5% | +9,547 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 35,902 | $69.0 萬 | 0.4% | −1,424−3.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 33,078 | $66.4 萬 | 0.4% | −1,357−3.9% | 減碼 | – |
| RTXRTX Corp | Stock | 6,607 | $64.4 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 33,238 | $64.1 萬 | 0.4% | −1,412−4.1% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,775 | $59.1 萬 | 0.4% | +3,160+56.3% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 10,804 | $58.4 萬 | 0.4% | +2,176+25.2% | 加碼 | – |
| FFord Motor Co | Stock | 43,301 | $57.5 萬 | 0.4% | +1,072+2.5% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,799 | $56.9 萬 | 0.4% | +9,799 | 新進 | – |
| HDHome Depot, Inc. | Stock | 1,396 | $53.6 萬 | 0.3% | +321+29.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 975 | $51.0 萬 | 0.3% | −164−14.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,082 | $48.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,179 | $48.0 萬 | 0.3% | +5,179 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 8,177 | $46.2 萬 | 0.3% | −335−3.9% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,649 | $44.0 萬 | 0.3% | +3,003+45.2% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 4,879 | $43.9 萬 | 0.3% | +125+2.6% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 10,040 | $43.1 萬 | 0.3% | +941+10.3% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 6,278 | $39.6 萬 | 0.3% | +2,595+70.5% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $39.2 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,897 | $39.0 萬 | 0.3% | +801+73.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,913 | $38.3 萬 | 0.2% | +293+18.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,177 | $38.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,869 | $36.5 萬 | 0.2% | +26+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 737 | $35.8 萬 | 0.2% | +737 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 10,386 | $33.5 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 2,780 | $31.6 萬 | 0.2% | −598−17.7% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 6,982 | $30.3 萬 | 0.2% | +1,741+33.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,030 | $30.0 萬 | 0.2% | +2,030 | 新進 | – |
| CVXChevron Corp | Stock | 1,776 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,277 | $27.7 萬 | 0.2% | +86+0.8% | 加碼 | 歷史 |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 5,587 | $24.5 萬 | 0.2% | +5,587 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 2,732 | $23.8 萬 | 0.2% | −12−0.4% | 減碼 | 歷史 |
| BPBP PLC | ADR | 6,158 | $23.2 萬 | 0.2% | +45+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 285 | $22.2 萬 | 0.1% | +285 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,285 | $21.6 萬 | 0.1% | +2,285 | 新進 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,599 | $21.5 萬 | 0.1% | +8,599 | 新進 | – |
| ORCLOracle Corp | Stock | 1,641 | $20.6 萬 | 0.1% | +1,641 | 新進 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 1,306 | $20.2 萬 | 0.1% | +1,306 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,750 | $20.1 萬 | 0.1% | −200−10.3% | 減碼 | 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 | – | $4.16 億 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $592.8 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $273.9 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $245.9 萬 |