Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 91
- 較 2024 年第 3 季 −5
- 總值
- $1.58 億
- 較 2024 年第 3 季 −$586.7 萬 (−3.6%)
| 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 | 565,511 | $1,316 萬 | 8.3% | −405−0.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 112,895 | $1,206 萬 | 7.6% | +6,328+5.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 169,800 | $840.7 萬 | 5.3% | +6,076+3.7% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 184,395 | $827.4 萬 | 5.2% | +18,853+11.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 161,919 | $815.6 萬 | 5.2% | −2,036−1.2% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 46,131 | $491.5 萬 | 3.1% | +3,386+7.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 88,568 | $462.8 萬 | 2.9% | −24,380−21.6% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 99,718 | $462.7 萬 | 2.9% | +10,971+12.4% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 96,719 | $444.5 萬 | 2.8% | −27,772−22.3% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 26,254 | $442.9 萬 | 2.8% | −9,713−27.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 30,259 | $406.3 萬 | 2.6% | +520+1.7% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 48,033 | $377.8 萬 | 2.4% | +6,551+15.8% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 123,213 | $329.1 萬 | 2.1% | +15,680+14.6% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,370 | $323.8 萬 | 2.1% | +2,565+7.6% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 158,301 | $322.0 萬 | 2.0% | +7,015+4.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 133,750 | $290.5 萬 | 1.8% | −1,103−0.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,356 | $280.8 萬 | 1.8% | +2,161+8.9% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 46,532 | $247.9 萬 | 1.6% | +419+0.9% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 51,760 | $244.3 萬 | 1.5% | +4,924+10.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,731 | $243.7 萬 | 1.5% | −1,576−13.9% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 25,549 | $231.0 萬 | 1.5% | +1,758+7.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,131 | $222.3 萬 | 1.4% | −980−8.8% | 減碼 | 歷史 |
| iShares Tr46436E494 | BBB RATED CORP | 25,651 | $217.8 萬 | 1.4% | +612+2.4% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 102,818 | $207.1 萬 | 1.3% | −24,783−19.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,286 | $168.9 萬 | 1.1% | +27+0.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,860 | $166.1 萬 | 1.1% | −498−5.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,692 | $161.1 萬 | 1.0% | −36−0.2% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 7,382 | $159.1 萬 | 1.0% | +29+0.4% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $156.2 萬 | 1.0% | −30.0% | 減碼 | 歷史 |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 51,843 | $141.8 萬 | 0.9% | −486−0.9% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,112 | $137.4 萬 | 0.9% | +10.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 22,343 | $126.2 萬 | 0.8% | −213−0.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,072 | $125.4 萬 | 0.8% | +1,288+8.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 44,437 | $123.8 萬 | 0.8% | −5,267−10.6% | 減碼依 4 比 1 拆股換算 | – |
| MSFTMicrosoft Corp | Stock | 2,835 | $119.5 萬 | 0.8% | −1,870−39.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,329 | $102.6 萬 | 0.6% | −472−2.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,161 | $98.5 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 12,749 | $98.2 萬 | 0.6% | +9+0.1% | 加碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 88,764 | $95.6 萬 | 0.6% | +4,469+5.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,492 | $88.8 萬 | 0.6% | −4,915−13.1% | 減碼依 3 比 1 拆股換算 | – |
| ACNAccenture plc | Stock | 2,439 | $85.8 萬 | 0.5% | +13+0.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,413 | $82.6 萬 | 0.5% | +12+0.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 41,578 | $80.8 萬 | 0.5% | +5,029+13.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 34,896 | $80.5 萬 | 0.5% | +1,338+4.0% | 加碼 | – |
| PCARPaccar Inc | COM | 7,700 | $80.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 6,669 | $77.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 38,149 | $76.8 萬 | 0.5% | +5,316+16.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 38,744 | $75.5 萬 | 0.5% | +5,011+14.9% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 18,081 | $74.9 萬 | 0.5% | −212−1.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,857 | $72.2 萬 | 0.5% | +26+1.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,906 | $72.1 萬 | 0.5% | +433+1.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,126 | $70.5 萬 | 0.4% | −380−6.9% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,859 | $68.6 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 6,845 | $68.5 萬 | 0.4% | −139−2.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,141 | $66.8 萬 | 0.4% | −486−29.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,032 | $60.5 萬 | 0.4% | +2+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,460 | $59.0 萬 | 0.4% | +19+1.3% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,615 | $57.6 萬 | 0.4% | −243−2.0% | 減碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,067 | $57.4 萬 | 0.4% | −200−1.8% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,437 | $56.2 萬 | 0.4% | +963+8.4% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 6,999 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 11,780 | $50.6 萬 | 0.3% | −206−1.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,105 | $50.5 萬 | 0.3% | −257−10.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,082 | $48.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 10,413 | $48.2 萬 | 0.3% | +41+0.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,766 | $46.2 萬 | 0.3% | +1,593+50.2% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 4,910 | $44.6 萬 | 0.3% | +26+0.5% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 44,771 | $44.3 萬 | 0.3% | +400+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $40.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 9,981 | $38.1 萬 | 0.2% | −2,506−20.1% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 3,095 | $35.2 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $35.1 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,386 | $34.6 萬 | 0.2% | −411−14.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,253 | $34.3 萬 | 0.2% | −435−16.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,545 | $34.0 萬 | 0.2% | −1,214−18.0% | 減碼 | – |
| EVREvercore Inc. | CLASS A | 1,223 | $33.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 1,822 | $32.9 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 410 | $31.6 萬 | 0.2% | −398−49.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 294 | $31.2 萬 | 0.2% | +4+1.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,039 | $30.1 萬 | 0.2% | +131+4.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,036 | $26.0 萬 | 0.2% | +5,036 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 280 | $25.7 萬 | 0.2% | −100−26.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,240 | $23.5 萬 | 0.1% | +1,240 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| UISUnisys Corp | COM NEW | 36,859 | $23.3 萬 | 0.1% | +36,859 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,017 | $22.8 萬 | 0.1% | +9+0.4% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 197 | $21.8 萬 | 0.1% | +197 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,856 | $21.0 萬 | 0.1% | +36+0.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 495 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 1,183 | $20.4 萬 | 0.1% | −546−31.6% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,502 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
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 | – | $5.56 億 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $777.0 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $555.7 萬 |
| ARK Innovation ETF00214Q104 | ETF | – | $273.6 萬 |
2024 年第 3 季之後清倉（9 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 29,049 | $66.0 萬 | 0.4% | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,859 | $23.9 萬 | 0.1% | – |
| MSIMotorola Solutions, Inc. | Stock | 484 | $21.8 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,432 | $21.4 萬 | 0.1% | – |
| AXPAmerican Express Co | Stock | 777 | $21.1 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 4,504 | $20.9 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 1,212 | $20.7 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 6,540 | $20.5 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 247 | $20.2 萬 | 0.1% | 歷史 |