Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/18 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 87
- 較 2024 年第 1 季 +3
- 總值
- $1.54 億
- 較 2024 年第 1 季 +$34.8 萬 (+0.2%)
| 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 | 583,941 | $2,947 萬 | 19.1% | +179,408+44.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 567,162 | $1,308 萬 | 8.5% | −10,429−1.8% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 92,492 | $990.8 萬 | 6.4% | −273−0.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 155,072 | $696.7 萬 | 4.5% | +3,875+2.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 158,355 | $695.7 萬 | 4.5% | +1,846+1.2% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 32,278 | $471.5 萬 | 3.1% | −189−0.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 41,235 | $440.3 萬 | 2.9% | −1,718−4.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 34,127 | $421.6 萬 | 2.7% | +3,617+11.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 83,855 | $388.8 萬 | 2.5% | −639−0.8% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 38,727 | $298.7 萬 | 1.9% | +29+0.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 135,972 | $296.0 萬 | 1.9% | −1,898−1.4% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 32,699 | $289.3 萬 | 1.9% | −1,333−3.9% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 101,950 | $267.0 萬 | 1.7% | +482+0.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,692 | $252.4 萬 | 1.6% | −2,433−9.3% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 138,153 | $249.5 萬 | 1.6% | −21,474−13.5% | 減碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 43,812 | $219.3 萬 | 1.4% | +3,921+9.8% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 44,439 | $208.6 萬 | 1.4% | −418−0.9% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 22,400 | $204.0 萬 | 1.3% | −399−1.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,885 | $191.0 萬 | 1.2% | +1,284+14.9% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $190.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,950 | $188.5 萬 | 1.2% | −436−4.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 9,291 | $180.7 萬 | 1.2% | −324−3.4% | 減碼 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 87,011 | $178.0 萬 | 1.2% | +4,835+5.9% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 7,001 | $172.7 萬 | 1.1% | +1,064+17.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,850 | $151.2 萬 | 1.0% | +1,253+8.0% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,896 | $135.7 萬 | 0.9% | +1,372+7.0% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 51,526 | $133.8 萬 | 0.9% | +3,552+7.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 727 | $116.8 萬 | 0.8% | +85+13.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,687 | $105.8 萬 | 0.7% | −2,034−12.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,258 | $100.9 萬 | 0.7% | +197+9.6% | 加碼 | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 46,917 | $99.3 萬 | 0.6% | +46,917 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,808 | $89.9 萬 | 0.6% | +366+4.9% | 加碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 82,844 | $86.9 萬 | 0.6% | −1,950−2.3% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,845 | $84.3 萬 | 0.5% | +1,371+14.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,941 | $81.4 萬 | 0.5% | +5,142+52.5% | 加碼 | – |
| ACNAccenture plc | Stock | 2,658 | $80.6 萬 | 0.5% | −450−14.5% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 11,649 | $79.6 萬 | 0.5% | +2,874+32.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,683 | $79.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,969 | $79.0 萬 | 0.5% | +1,422+14.9% | 加碼 | – |
| PCARPaccar Inc | COM | 7,596 | $78.2 萬 | 0.5% | +10+0.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 33,558 | $76.9 萬 | 0.5% | +436+1.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 810 | $73.4 萬 | 0.5% | +525+184.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,201 | $72.6 萬 | 0.5% | +2,022+39.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,767 | $71.1 萬 | 0.5% | +537+1.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 36,549 | $70.1 萬 | 0.5% | +647+1.8% | 加碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 6,984 | $69.9 萬 | 0.5% | −2,102−23.1% | 減碼 | – |
| RTXRTX Corp | Stock | 6,783 | $68.1 萬 | 0.4% | +176+2.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,850 | $66.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 29,049 | $66.0 萬 | 0.4% | −4,459−13.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 32,833 | $65.5 萬 | 0.4% | −245−0.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 33,733 | $64.8 萬 | 0.4% | +495+1.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,827 | $62.9 萬 | 0.4% | +431+30.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,593 | $60.8 萬 | 0.4% | +789+7.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,813 | $60.5 萬 | 0.4% | +916+48.3% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,858 | $58.9 萬 | 0.4% | −3,356−22.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,031 | $56.1 萬 | 0.4% | +56+5.7% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 44,144 | $55.4 萬 | 0.4% | +843+1.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,023 | $51.6 萬 | 0.3% | +286+38.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,082 | $49.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,879 | $47.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 11,050 | $45.9 萬 | 0.3% | +1,010+10.1% | 加碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 9,956 | $43.0 萬 | 0.3% | +4,369+78.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,339 | $42.2 萬 | 0.3% | −310−3.2% | 減碼 | – |
| NDAQNasdaq, Inc. | COM | 6,805 | $41.0 萬 | 0.3% | +527+8.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,788 | $40.6 萬 | 0.3% | +758+37.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,971 | $39.9 萬 | 0.3% | +58+3.0% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $38.9 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,304 | $38.0 萬 | 0.2% | +127+5.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 2,940 | $33.6 萬 | 0.2% | +71+2.5% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 7,881 | $33.2 萬 | 0.2% | +899+12.9% | 加碼 | – |
| TXRHTexas Roadhouse, Inc. | COM | 1,750 | $30.0 萬 | 0.2% | +444+34.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,918 | $30.0 萬 | 0.2% | +142+8.0% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 5,121 | $28.2 萬 | 0.2% | −3,056−37.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,374 | $27.2 萬 | 0.2% | +1,374 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,564 | $26.6 萬 | 0.2% | −216−7.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,776 | $25.1 萬 | 0.2% | +135+8.2% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,168 | $24.3 萬 | 0.2% | +1,168 | 新進 | 歷史 |
| BPBP PLC | ADR | 6,656 | $24.0 萬 | 0.2% | +498+8.1% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,773 | $24.0 萬 | 0.2% | +2,773 | 新進 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $23.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $23.5 萬 | 0.2% | −2,946−28.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,561 | $23.3 萬 | 0.2% | +276+12.1% | 加碼 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,851 | $22.3 萬 | 0.1% | +252+2.9% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 273 | $21.5 萬 | 0.1% | +273 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 4,471 | $20.3 萬 | 0.1% | +4,471 | 新進 | – |
| QRVOQorvo, Inc. | Stock | 1,750 | $20.3 萬 | 0.1% | 00.0% | 不變 | 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 | – | $4.05 億 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $836.6 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $784.9 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $214.5 萬 |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。