Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 96
- 較 2024 年第 2 季 +9
- 總值
- $1.64 億
- 較 2024 年第 2 季 +$955.7 萬 (+6.2%)
| 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 | 565,916 | $1,327 萬 | 8.1% | −1,246−0.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 106,567 | $1,204 萬 | 7.3% | +14,075+15.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 163,955 | $831.9 萬 | 5.1% | −419,986−71.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 163,724 | $813.7 萬 | 5.0% | +5,369+3.4% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 165,542 | $773.7 萬 | 4.7% | +10,470+6.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 112,948 | $617.3 萬 | 3.8% | +112,948 | 新進 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 124,491 | $596.7 萬 | 3.6% | +124,491 | 新進 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 35,967 | $589.7 萬 | 3.6% | +3,689+11.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 42,745 | $472.2 萬 | 2.9% | +1,510+3.7% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 88,747 | $428.6 萬 | 2.6% | +4,892+5.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 29,739 | $361.2 萬 | 2.2% | −4,388−12.9% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 41,482 | $333.1 萬 | 2.0% | +2,755+7.1% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 151,286 | $323.8 萬 | 2.0% | +64,275+73.9% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 33,805 | $316.3 萬 | 1.9% | +1,106+3.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 134,853 | $298.7 萬 | 1.8% | −1,119−0.8% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 107,533 | $294.0 萬 | 1.8% | +5,583+5.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,307 | $263.5 萬 | 1.6% | +2,357+26.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,195 | $262.8 萬 | 1.6% | +503+2.1% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 127,601 | $260.1 萬 | 1.6% | −10,552−7.6% | 減碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 46,113 | $242.5 萬 | 1.5% | +2,301+5.3% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 46,836 | $229.2 萬 | 1.4% | +2,397+5.4% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 23,791 | $225.1 萬 | 1.4% | +1,391+6.2% | 加碼 | – |
| iShares Tr46436E494 | BBB RATED CORP | 25,039 | $221.6 萬 | 1.4% | +25,039 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 11,111 | $207.0 萬 | 1.3% | +1,226+12.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,705 | $202.4 萬 | 1.2% | +2,447+108.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 9,358 | $193.3 萬 | 1.2% | +67+0.7% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 7,353 | $169.6 萬 | 1.0% | +352+5.0% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,539 | $164.5 萬 | 1.0% | +30.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,728 | $160.5 萬 | 1.0% | −122−0.7% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,111 | $149.2 萬 | 0.9% | +215+1.0% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 52,329 | $147.2 萬 | 0.9% | +803+1.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 22,556 | $130.4 萬 | 0.8% | +7,615+51.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 12,426 | $129.5 萬 | 0.8% | +5,225+72.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,259 | $125.2 萬 | 0.8% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,784 | $117.4 萬 | 0.7% | +1,097+8.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,171 | $107.5 萬 | 0.7% | +1,363+17.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,469 | $105.4 萬 | 0.6% | +1,624+15.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 12,740 | $95.1 萬 | 0.6% | +1,091+9.4% | 加碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 84,295 | $95.1 萬 | 0.6% | +1,451+1.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,801 | $94.7 萬 | 0.6% | +1,118+6.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,627 | $93.1 萬 | 0.6% | +604+59.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,426 | $85.8 萬 | 0.5% | −232−8.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,506 | $84.8 萬 | 0.5% | +2,718+97.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,401 | $82.7 萬 | 0.5% | +588+20.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,669 | $80.8 萬 | 0.5% | −114−1.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 33,558 | $77.6 萬 | 0.5% | 00.0% | 不變 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 18,293 | $76.9 萬 | 0.5% | +18,293 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,854 | $76.1 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 7,700 | $76.0 萬 | 0.5% | +104+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,831 | $74.2 萬 | 0.5% | +4+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 808 | $71.6 萬 | 0.4% | −2−0.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 36,549 | $71.5 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,473 | $71.2 萬 | 0.4% | −294−0.8% | 減碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 6,984 | $69.9 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 32,833 | $67.5 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 33,733 | $66.5 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 29,049 | $66.0 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,267 | $63.3 萬 | 0.4% | −326−2.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,030 | $59.1 萬 | 0.4% | −1−0.1% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,858 | $59.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 11,474 | $54.1 萬 | 0.3% | +2,135+22.9% | 加碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 11,986 | $53.8 萬 | 0.3% | +2,030+20.4% | 加碼 | – |
| ECLEcolab Inc. | Stock | 2,082 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,999 | $51.1 萬 | 0.3% | +194+2.9% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,884 | $50.7 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 12,487 | $50.5 萬 | 0.3% | +1,437+13.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,362 | $49.8 萬 | 0.3% | +391+19.8% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 10,372 | $48.7 萬 | 0.3% | +2,491+31.6% | 加碼 | – |
| FFord Motor Co | Stock | 44,371 | $46.9 萬 | 0.3% | +227+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,688 | $45.7 萬 | 0.3% | +384+16.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $42.4 萬 | 0.3% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,797 | $41.2 萬 | 0.3% | +879+45.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $40.0 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,441 | $37.7 萬 | 0.2% | +67+4.9% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $36.3 萬 | 0.2% | +2,931+45.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 380 | $33.7 萬 | 0.2% | +380 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,173 | $32.1 萬 | 0.2% | +3,173 | 新進 | – |
| TXRHTexas Roadhouse, Inc. | COM | 1,818 | $32.1 萬 | 0.2% | +68+3.9% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,223 | $31.0 萬 | 0.2% | +55+4.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,083 | $30.7 萬 | 0.2% | +310+11.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,908 | $30.6 萬 | 0.2% | −32−1.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,729 | $26.5 萬 | 0.2% | +1,729 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 290 | $25.9 萬 | 0.2% | +17+6.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,859 | $23.9 萬 | 0.1% | +8+0.1% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 3,820 | $23.8 萬 | 0.1% | −1,301−25.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,008 | $22.9 萬 | 0.1% | −556−21.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 484 | $21.8 萬 | 0.1% | +484 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,432 | $21.4 萬 | 0.1% | −129−5.0% | 減碼 | – |
| AXPAmerican Express Co | Stock | 777 | $21.1 萬 | 0.1% | +777 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 4,504 | $20.9 萬 | 0.1% | +33+0.7% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,502 | $20.7 萬 | 0.1% | +3,502 | 新進 | – |
| DEDeere & Co | Stock | 495 | $20.7 萬 | 0.1% | +495 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,212 | $20.7 萬 | 0.1% | −564−31.8% | 減碼 | 歷史 |
| BPBP PLC | ADR | 6,540 | $20.5 萬 | 0.1% | −116−1.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 247 | $20.2 萬 | 0.1% | +247 | 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 | – | $3.23 億 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $903.2 萬 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $849.8 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $229.1 萬 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。