Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 114
- 較 2025 年第 2 季 +7
- 總值
- $2.26 億
- 較 2025 年第 2 季 +$4,597 萬 (+25.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 279,065 | $2,347 萬 | 10.4% | +279,065 | 新進 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 101,417 | $2,149 萬 | 9.5% | −14,197−12.3% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 121,766 | $1,357 萬 | 6.0% | +14,827+13.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 260,982 | $1,324 萬 | 5.9% | −49,319−15.9% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 226,771 | $1,049 萬 | 4.6% | +33,822+17.5% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 89,243 | $649.4 萬 | 2.9% | −233−0.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 114,961 | $622.6 萬 | 2.8% | +20,525+21.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 54,443 | $605.5 萬 | 2.7% | +7,804+16.7% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 126,716 | $602.2 萬 | 2.7% | +23,117+22.3% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 124,604 | $592.0 萬 | 2.6% | +21,729+21.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,731 | $536.1 萬 | 2.4% | +339+1.2% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 62,373 | $506.4 萬 | 2.2% | +9,907+18.9% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 155,856 | $433.0 萬 | 1.9% | +21,840+16.3% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 194,883 | $411.2 萬 | 1.8% | +10,789+5.9% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 41,671 | $396.7 萬 | 1.8% | +4,592+12.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,580 | $336.3 萬 | 1.5% | +5,093+19.2% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 63,291 | $310.6 萬 | 1.4% | +9,718+18.1% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 50,926 | $305.7 萬 | 1.4% | +539+1.1% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 31,882 | $297.6 萬 | 1.3% | +5,754+22.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,614 | $260.7 萬 | 1.2% | +6,664+25.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,092 | $257.0 萬 | 1.1% | +71+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,667 | $252.9 萬 | 1.1% | +155+2.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,664 | $234.1 萬 | 1.0% | +109+1.0% | 加碼 | 歷史 |
| iShares Tr46436E494 | BBB RATED CORP | 26,293 | $231.3 萬 | 1.0% | +699+2.7% | 加碼 | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 44,719 | $229.6 萬 | 1.0% | +2,713+6.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $227.4 萬 | 1.0% | −1,486−1.4% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 74,065 | $219.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 8,008 | $217.1 萬 | 1.0% | +42+0.5% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,017 | $196.0 萬 | 0.9% | +686+3.2% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 61,152 | $183.5 萬 | 0.8% | +3,109+5.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,799 | $177.2 萬 | 0.8% | +597+3.5% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 15,780 | $152.6 萬 | 0.7% | +1,399+9.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,210 | $149.7 萬 | 0.7% | −428−9.2% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 25,861 | $148.6 萬 | 0.7% | +2,774+12.0% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $136.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,567 | $135.8 萬 | 0.6% | +1,359+3.3% | 加碼 | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 39,357 | $130.2 萬 | 0.6% | +19,959+102.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,498 | $129.4 萬 | 0.6% | +34+1.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,279 | $118.2 萬 | 0.5% | −70.0% | 減碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 25,001 | $116.1 萬 | 0.5% | +4,862+24.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,929 | $111.9 萬 | 0.5% | +570+6.1% | 加碼 | 歷史 |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 10,753 | $107.6 萬 | 0.5% | −100−0.9% | 減碼 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 94,387 | $106.0 萬 | 0.5% | +2,874+3.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,287 | $101.8 萬 | 0.4% | +1,403+3.9% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 20,023 | $99.8 萬 | 0.4% | −471−2.3% | 減碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 14,416 | $97.2 萬 | 0.4% | +2,703+23.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,178 | $96.9 萬 | 0.4% | −61−2.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,667 | $94.8 萬 | 0.4% | −9−0.2% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,146 | $93.9 萬 | 0.4% | +1,917+59.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 45,236 | $93.1 萬 | 0.4% | −593−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,389 | $92.5 萬 | 0.4% | +59+4.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 28,990 | $92.4 萬 | 0.4% | +17,935+162.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 47,054 | $92.0 萬 | 0.4% | −102−0.2% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 4,939 | $90.7 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,163 | $90.2 萬 | 0.4% | +611+8.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 44,775 | $88.3 萬 | 0.4% | −1,937−4.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,680 | $84.5 萬 | 0.4% | +324+13.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,143 | $83.9 萬 | 0.4% | +10+0.9% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 17,375 | $81.2 萬 | 0.4% | +4,772+37.9% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 24,662 | $80.9 萬 | 0.4% | +5,455+28.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,990 | $80.6 萬 | 0.4% | −45−2.2% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 15,129 | $79.9 萬 | 0.4% | +2,602+20.8% | 加碼 | – |
| PCARPaccar Inc | COM | 7,787 | $76.6 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,206 | $74.2 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,122 | $71.3 萬 | 0.3% | +297+6.2% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 4,347 | $65.6 萬 | 0.3% | +46+1.1% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,999 | $61.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 24,797 | $58.0 萬 | 0.3% | +211+0.9% | 加碼 | – |
| FFord Motor Co | Stock | 47,316 | $56.6 萬 | 0.3% | +567+1.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 29,426 | $55.4 萬 | 0.2% | +1,326+4.7% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,789 | $49.0 萬 | 0.2% | −93−4.9% | 減碼 | 歷史 |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 10,860 | $48.1 萬 | 0.2% | −396−3.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $46.4 萬 | 0.2% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,746 | $43.1 萬 | 0.2% | −704−28.7% | 減碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,254 | $42.3 萬 | 0.2% | +31+2.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,689 | $41.8 萬 | 0.2% | −99−3.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,120 | $41.3 萬 | 0.2% | −95−2.3% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 4,777 | $38.2 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $37.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46438G570 | TOP 20 U S ETF | 12,081 | $36.8 萬 | 0.2% | +3,466+40.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,229 | $35.6 萬 | 0.2% | −316−5.7% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,045 | $34.8 萬 | 0.2% | +1,994+33.0% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 368 | $33.9 萬 | 0.1% | +9+2.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,287 | $32.8 萬 | 0.1% | +4,287 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 14,073 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,819 | $31.7 萬 | 0.1% | +746+24.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,253 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 1,855 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVNACarvana Co. | CL A | 804 | $30.3 萬 | 0.1% | +804 | 新進 | 歷史 |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 11,132 | $29.5 萬 | 0.1% | +11,132 | 新進 | – |
| Innovator ETFs Trust45783Y111 | EQUI DEFI 1 AUG | 11,082 | $29.3 萬 | 0.1% | +11,082 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,201 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 9,187 | $29.0 萬 | 0.1% | +1,747+23.5% | 加碼 | – |
| COPConocoPhillips | Stock | 2,992 | $28.3 萬 | 0.1% | +23+0.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,057 | $27.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 974 | $27.4 萬 | 0.1% | −12−1.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 15,818 | $26.7 萬 | 0.1% | +295+1.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,022 | $26.6 萬 | 0.1% | +9+0.2% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 3,856 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 952 | $25.9 萬 | 0.1% | +952 | 新進 | 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 | – | $1.02 億 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 12,150 | $34.2 萬 | 0.2% | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 21,559 | $32.9 萬 | 0.2% | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 208 | $22.0 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 690 | $20.3 萬 | 0.1% | 歷史 |