Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 107
- 較 2025 年第 1 季 +2
- 總值
- $1.80 億
- 較 2025 年第 1 季 +$1,402 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 115,614 | $2,006 萬 | 11.1% | +89,717+346.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 310,301 | $1,573 萬 | 8.7% | +142,090+84.5% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 106,939 | $1,172 萬 | 6.5% | −14,642−12.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 192,949 | $882.7 萬 | 4.9% | +5,588+3.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 89,476 | $558.0 萬 | 3.1% | −70,430−44.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 46,639 | $513.2 萬 | 2.8% | +430+0.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 94,436 | $506.1 萬 | 2.8% | +6,500+7.4% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 103,599 | $487.6 萬 | 2.7% | +7,529+7.8% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 102,875 | $482.4 萬 | 2.7% | +1,582+1.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,392 | $448.6 萬 | 2.5% | +217+0.8% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 52,466 | $423.1 萬 | 2.3% | +2,256+4.5% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 184,094 | $383.1 萬 | 2.1% | +11,007+6.4% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 134,016 | $363.7 萬 | 2.0% | +5,555+4.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,079 | $343.4 萬 | 1.9% | +299+0.8% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 50,387 | $278.6 萬 | 1.5% | +2,042+4.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,487 | $276.7 萬 | 1.5% | +333+1.3% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 53,573 | $261.0 萬 | 1.4% | +1,500+2.9% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 26,128 | $240.9 萬 | 1.3% | +337+1.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,555 | $231.6 萬 | 1.3% | +267+2.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 105,210 | $226.2 萬 | 1.3% | −27,187−20.5% | 減碼 | – |
| iShares Tr46436E494 | BBB RATED CORP | 25,594 | $222.2 萬 | 1.2% | −34−0.1% | 減碼 | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 42,006 | $214.3 萬 | 1.2% | +28,532+211.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,512 | $207.1 萬 | 1.1% | +332+4.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 25,950 | $206.3 萬 | 1.1% | +390+1.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,021 | $205.6 萬 | 1.1% | −39−0.4% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 7,966 | $190.2 萬 | 1.1% | +296+3.9% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 74,065 | $187.8 萬 | 1.0% | −9,964−11.9% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,331 | $169.1 萬 | 0.9% | +466+2.2% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 58,043 | $163.8 萬 | 0.9% | +1,171+2.1% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,202 | $156.7 萬 | 0.9% | +581+3.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,638 | $141.4 萬 | 0.8% | +609+15.1% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $131.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 23,087 | $127.2 萬 | 0.7% | +879+4.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,464 | $122.6 萬 | 0.7% | +214+9.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 41,208 | $120.4 萬 | 0.7% | −595−1.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 17,286 | $119.9 萬 | 0.7% | +125+0.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 14,381 | $117.1 萬 | 0.6% | +1,054+7.9% | 加碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 10,853 | $108.7 萬 | 0.6% | +399+3.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 4,940 | $102.6 萬 | 0.6% | −4,471−47.5% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 20,494 | $102.0 萬 | 0.6% | +830+4.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,359 | $100.9 萬 | 0.6% | +155+1.7% | 加碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 91,513 | $99.3 萬 | 0.6% | +750+0.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 35,884 | $95.1 萬 | 0.5% | +5,406+17.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 45,829 | $93.9 萬 | 0.5% | +1,974+4.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 47,156 | $92.0 萬 | 0.5% | +2,005+4.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 46,712 | $91.8 萬 | 0.5% | +2,001+4.5% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 20,139 | $88.1 萬 | 0.5% | +2,376+13.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,133 | $83.6 萬 | 0.5% | +54+5.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,552 | $83.4 萬 | 0.5% | +198+2.7% | 加碼 | – |
| RTXRTX Corp | Stock | 5,676 | $82.9 萬 | 0.5% | −483−7.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,330 | $82.2 萬 | 0.5% | +199+17.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,035 | $74.6 萬 | 0.4% | −101−4.7% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 7,776 | $73.9 萬 | 0.4% | +76+1.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,450 | $73.2 萬 | 0.4% | +16+0.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,713 | $72.9 萬 | 0.4% | +910+8.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,239 | $71.1 萬 | 0.4% | +178+8.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,356 | $68.3 萬 | 0.4% | +348+17.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,825 | $65.0 萬 | 0.4% | −37−0.8% | 減碼 | – |
| NDAQNasdaq, Inc. | COM | 6,999 | $62.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 19,398 | $62.4 萬 | 0.3% | +6,029+45.1% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 12,527 | $61.6 萬 | 0.3% | +1,406+12.6% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 19,207 | $61.6 萬 | 0.3% | +6,835+55.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,211 | $59.6 萬 | 0.3% | −304−8.6% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,603 | $58.3 萬 | 0.3% | +30+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 24,586 | $57.4 萬 | 0.3% | −547,119−95.7% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 4,301 | $55.2 萬 | 0.3% | +1,180+37.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 28,100 | $52.5 萬 | 0.3% | +2,171+8.4% | 加碼 | – |
| FFord Motor Co | Stock | 46,749 | $50.7 萬 | 0.3% | +636+1.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,882 | $50.7 萬 | 0.3% | −100−5.0% | 減碼 | 歷史 |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 11,256 | $49.1 萬 | 0.3% | −44−0.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,229 | $44.0 萬 | 0.2% | +643+24.9% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,768 | $43.3 萬 | 0.2% | −116−2.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $43.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,215 | $41.8 萬 | 0.2% | +1,347+47.0% | 加碼 | – |
| CVXChevron Corp | Stock | 2,788 | $39.9 萬 | 0.2% | −445−13.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 359 | $36.9 萬 | 0.2% | +62+20.9% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $36.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,545 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| TXRHTexas Roadhouse, Inc. | COM | 1,855 | $34.8 萬 | 0.2% | +76+4.3% | 加碼 | 歷史 |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 12,150 | $34.2 萬 | 0.2% | −370−3.0% | 減碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 11,055 | $34.0 萬 | 0.2% | 00.0% | 不變 | – |
| EVREvercore Inc. | CLASS A | 1,223 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 21,559 | $32.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 14,073 | $32.0 萬 | 0.2% | +905+6.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 388 | $30.2 萬 | 0.2% | −3−0.8% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,073 | $30.0 萬 | 0.2% | −1,714−29.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,253 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,056 | $28.0 萬 | 0.2% | +12+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 282 | $27.9 萬 | 0.2% | +48+20.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,969 | $26.6 萬 | 0.1% | +18+0.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,013 | $26.4 萬 | 0.1% | +22+0.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 6,051 | $26.1 萬 | 0.1% | +255+4.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 15,523 | $26.0 萬 | 0.1% | +1,214+8.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,073 | $25.5 萬 | 0.1% | +27+0.9% | 加碼 | – |
| DEDeere & Co | Stock | 495 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,856 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,380 | $23.9 萬 | 0.1% | +3,380 | 新進 | 歷史 |
| iShares Tr46438G570 | TOP 20 U S ETF | 8,615 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| TPLTexas Pacific Land Corp | Stock | 208 | $22.0 萬 | 0.1% | +11+5.6% | 加碼 | 歷史 |
選擇權（1 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 | – | $7,736 萬 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 34,896 | $80.4 萬 | 0.5% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,612 | $71.6 萬 | 0.4% | – |
| Innovator ETFs Trust45783Y475 | INNOVATOR US EQ | 15,381 | $47.3 萬 | 0.3% | – |
| BPBP PLC | ADR | 6,643 | $22.4 萬 | 0.1% | 歷史 |