Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 114
- 較 2025 年第 3 季 0
- 總值
- $2.40 億
- 較 2025 年第 3 季 +$1,406 萬 (+6.2%)
| 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 | 275,950 | $2,311 萬 | 9.6% | −3,115−1.1% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 99,158 | $2,188 萬 | 9.1% | −2,259−2.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 135,050 | $1,488 萬 | 6.2% | +13,284+10.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 268,202 | $1,357 萬 | 5.6% | +7,220+2.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 237,809 | $1,095 萬 | 4.6% | +11,038+4.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 91,789 | $745.1 萬 | 3.1% | +2,546+2.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 122,056 | $660.0 萬 | 2.7% | +7,095+6.2% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 135,743 | $642.8 萬 | 2.7% | +9,027+7.1% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 57,225 | $629.0 萬 | 2.6% | +2,782+5.1% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 132,028 | $626.1 萬 | 2.6% | +7,424+6.0% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 68,284 | $550.6 萬 | 2.3% | +5,911+9.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,268 | $508.6 萬 | 2.1% | −1,463−5.1% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 174,199 | $475.6 萬 | 2.0% | +18,343+11.8% | 加碼 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 220,590 | $460.8 萬 | 1.9% | +25,707+13.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 45,131 | $434.5 萬 | 1.8% | +3,460+8.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 33,015 | $353.6 萬 | 1.5% | +1,435+4.5% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 35,139 | $337.9 萬 | 1.4% | +35,139 | 新進 | – |
| iShares Tr46429B366 | CMBS ETF | 66,397 | $325.9 萬 | 1.4% | +3,106+4.9% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 33,750 | $314.1 萬 | 1.3% | +1,868+5.9% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 50,193 | $313.5 萬 | 1.3% | −733−1.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 7,670 | $265.5 萬 | 1.1% | +30.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,746 | $265.0 萬 | 1.1% | −346−3.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,436 | $258.6 萬 | 1.1% | −178−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 10,715 | $247.3 萬 | 1.0% | +51+0.5% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 73,374 | $242.3 萬 | 1.0% | −691−0.9% | 減碼 | 歷史 |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 49,112 | $241.0 萬 | 1.0% | +4,393+9.8% | 加碼 | – |
| iShares Tr46436E494 | BBB RATED CORP | 27,405 | $238.7 萬 | 1.0% | +1,112+4.2% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 7,718 | $232.4 萬 | 1.0% | −290−3.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $228.5 萬 | 1.0% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,053 | $207.2 萬 | 0.9% | +36+0.2% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 62,450 | $187.2 萬 | 0.8% | +1,298+2.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,734 | $186.4 萬 | 0.8% | +1,345+96.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,825 | $181.8 萬 | 0.8% | +26+0.1% | 加碼 | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 54,095 | $180.6 萬 | 0.8% | +14,738+37.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,268 | $169.1 萬 | 0.7% | +58+1.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 16,137 | $158.7 萬 | 0.7% | +357+2.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 25,342 | $152.5 萬 | 0.6% | −519−2.0% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $143.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 40,755 | $132.9 萬 | 0.6% | −1,812−4.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,432 | $126.6 萬 | 0.5% | −847−4.9% | 減碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 24,742 | $119.0 萬 | 0.5% | −259−1.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,359 | $114.1 萬 | 0.5% | −139−5.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,557 | $111.3 萬 | 0.5% | +2,356+196.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,176 | $110.4 萬 | 0.5% | −753−7.6% | 減碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 94,848 | $104.6 萬 | 0.4% | +461+0.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,667 | $103.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,823 | $103.7 萬 | 0.4% | +536+1.4% | 加碼 | – |
| iShares Tr46438G570 | TOP 20 U S ETF | 33,189 | $103.6 萬 | 0.4% | +21,108+174.7% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 14,504 | $103.3 萬 | 0.4% | +88+0.6% | 加碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,986 | $99.9 萬 | 0.4% | −767−7.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,170 | $97.6 萬 | 0.4% | −8−0.4% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,632 | $97.4 萬 | 0.4% | −391−2.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 5,223 | $92.8 萬 | 0.4% | +77+1.5% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459Y165 | DLY S&P500 2XS | 4,986 | $91.8 萬 | 0.4% | +4,986 | 新進 | – |
| CVNACarvana Co. | CL A | 2,165 | $91.4 萬 | 0.4% | +1,361+169.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,814 | $90.7 萬 | 0.4% | +134+5.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 44,013 | $90.7 萬 | 0.4% | −1,223−2.7% | 減碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 19,859 | $87.7 萬 | 0.4% | +8,999+82.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 18,706 | $87.1 萬 | 0.4% | +1,331+7.7% | 加碼 | – |
| PCARPaccar Inc | COM | 7,799 | $85.4 萬 | 0.4% | +12+0.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,254 | $85.1 萬 | 0.4% | +907+20.9% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 11,949 | $83.4 萬 | 0.3% | +11,949 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,682 | $81.2 萬 | 0.3% | −257−5.2% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,286 | $80.3 萬 | 0.3% | −877−10.7% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,175 | $78.7 萬 | 0.3% | +4,888+114.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,032 | $77.9 萬 | 0.3% | −90−1.8% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 14,700 | $77.4 萬 | 0.3% | −429−2.8% | 減碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 23,136 | $75.4 萬 | 0.3% | −5,854−20.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,086 | $71.7 萬 | 0.3% | −57−5.0% | 減碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 11,657 | $71.4 萬 | 0.3% | +11,657 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,713 | $62.0 萬 | 0.3% | −493−15.4% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 47,016 | $61.7 萬 | 0.3% | −300−0.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 29,535 | $58.3 萬 | 0.2% | −15,240−34.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 28,607 | $53.9 萬 | 0.2% | −819−2.8% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 14,433 | $48.4 萬 | 0.2% | −10,229−41.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $47.5 萬 | 0.2% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,764 | $46.3 萬 | 0.2% | −25−1.4% | 減碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,254 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,120 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
| KEKimball Electronics, Inc. | Stock | 13,259 | $36.9 萬 | 0.2% | +13,259 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,229 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| CALYCallaway Golf Co | COM | 30,165 | $35.2 萬 | 0.1% | +30,165 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 17,870 | $35.0 萬 | 0.1% | −29,184−62.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 307 | $33.0 萬 | 0.1% | +13+4.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,262 | $32.5 萬 | 0.1% | +9+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,111 | $32.2 萬 | 0.1% | −578−21.5% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,431 | $31.9 萬 | 0.1% | −614−7.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 12,786 | $29.8 萬 | 0.1% | −12,011−48.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,506 | $29.0 萬 | 0.1% | −313−8.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,187 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 3,020 | $28.3 萬 | 0.1% | +28+0.9% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 10,484 | $28.1 萬 | 0.1% | −648−5.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 15,818 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,016 | $26.5 萬 | 0.1% | −6−0.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,117 | $26.5 萬 | 0.1% | +60+2.9% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 392 | $26.4 萬 | 0.1% | +392 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,316 | $26.2 萬 | 0.1% | +2,316 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,164 | $26.2 萬 | 0.1% | +450+5.8% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,870 | $24.9 萬 | 0.1% | +14+0.4% | 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 | – | $4.89 億 |
2025 年第 3 季之後清倉（12 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 1,990 | $80.6 萬 | 0.4% | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,999 | $61.9 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 1,746 | $43.1 萬 | 0.2% | 歷史 |
| NOWServiceNow, Inc. | Stock | 368 | $33.9 萬 | 0.1% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 1,855 | $30.8 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45783Y111 | EQUI DEFI 1 AUG | 11,082 | $29.3 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 974 | $27.4 萬 | 0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 952 | $25.9 萬 | 0.1% | 歷史 |
| Innovator ETFs Tr45783Y830 | US EQTY ACCELRTD | 7,090 | $23.1 萬 | 0.1% | – |
| Innovator ETFs Trust45784N536 | EQUITY DUAL DIRT | 11,110 | $22.4 萬 | 0.1% | – |
| BPBP PLC | ADR | 6,410 | $22.1 萬 | 0.1% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 437 | $22.0 萬 | 0.1% | 歷史 |