Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 118
- 較 2025 年第 4 季 +4
- 總值
- $2.47 億
- 較 2025 年第 4 季 +$710.0 萬 (+3.0%)
| 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 | 272,811 | $2,258 萬 | 9.1% | −3,139−1.1% | 減碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 96,589 | $1,786 萬 | 7.2% | −2,569−2.6% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 139,708 | $1,523 萬 | 6.2% | +4,658+3.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 276,178 | $1,398 萬 | 5.6% | +7,976+3.0% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 252,939 | $1,154 萬 | 4.7% | +15,130+6.4% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 72,511 | $692.0 萬 | 2.8% | +37,372+106.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 60,632 | $669.1 萬 | 2.7% | +3,407+6.0% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 141,670 | $663.4 萬 | 2.7% | +9,642+7.3% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 122,574 | $659.1 萬 | 2.7% | +518+0.4% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 136,412 | $641.4 萬 | 2.6% | +669+0.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 72,531 | $577.1 萬 | 2.3% | +4,247+6.2% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 184,138 | $492.0 萬 | 2.0% | +9,939+5.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,813 | $485.1 萬 | 2.0% | +545+2.0% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 226,628 | $467.7 萬 | 1.9% | +6,038+2.7% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 52,747 | $465.0 萬 | 1.9% | −39,042−42.5% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 47,021 | $441.7 萬 | 1.8% | +1,890+4.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 33,579 | $356.4 萬 | 1.4% | +564+1.7% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 70,853 | $345.3 萬 | 1.4% | +4,456+6.7% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 36,315 | $335.1 萬 | 1.4% | +2,565+7.6% | 加碼 | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 52,766 | $309.2 萬 | 1.2% | +3,654+7.4% | 加碼 | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 51,197 | $304.9 萬 | 1.2% | +1,004+2.0% | 加碼 | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 58,908 | $284.4 萬 | 1.1% | +58,908 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 7,828 | $257.3 萬 | 1.0% | +110+1.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,761 | $247.7 萬 | 1.0% | +15+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,712 | $238.7 萬 | 1.0% | +42+0.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,386 | $232.9 萬 | 0.9% | −3,050−9.4% | 減碼 | – |
| iShares Tr46436E494 | BBB RATED CORP | 26,941 | $232.6 萬 | 0.9% | −464−1.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 10,880 | $226.6 萬 | 0.9% | +165+1.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $226.3 萬 | 0.9% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,271 | $222.4 萬 | 0.9% | +218+1.0% | 加碼 | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 60,510 | $210.9 萬 | 0.9% | +6,415+11.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 18,324 | $202.4 萬 | 0.8% | +499+2.8% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 17,529 | $194.2 萬 | 0.8% | +1,392+8.6% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 54,476 | $193.1 萬 | 0.8% | −18,898−25.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,482 | $192.9 萬 | 0.8% | +214+5.0% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $187.3 萬 | 0.8% | −65−0.7% | 減碼 | 歷史 |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 61,583 | $187.2 萬 | 0.8% | −867−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,605 | $169.4 萬 | 0.7% | −129−4.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 49,328 | $160.1 萬 | 0.6% | +26,192+113.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,416 | $159.8 萬 | 0.6% | +240+2.6% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 24,186 | $151.3 萬 | 0.6% | −1,156−4.6% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 28,222 | $139.4 萬 | 0.6% | +3,480+14.1% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 5,260 | $131.8 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 16,560 | $123.9 萬 | 0.5% | +2,056+14.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,839 | $122.9 萬 | 0.5% | −593−3.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 39,683 | $115.6 萬 | 0.5% | −1,072−2.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,217 | $114.2 萬 | 0.5% | −606−1.6% | 減碼 | – |
| RTXRTX Corp | Stock | 5,757 | $111.1 萬 | 0.4% | +90+1.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,687 | $110.4 萬 | 0.4% | +1,005+21.5% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 1,600 | $101.7 萬 | 0.4% | +1,600 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,476 | $100.0 萬 | 0.4% | −81−2.3% | 減碼 | 歷史 |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,986 | $99.9 萬 | 0.4% | 00.0% | 不變 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,632 | $97.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 9,914 | $95.5 萬 | 0.4% | +9,914 | 新進 | – |
| Innovator ETFs Trust45784N817 | EQUITY 1YR JANUA | 34,836 | $95.0 萬 | 0.4% | +34,836 | 新進 | – |
| TSLATesla, Inc. | Stock | 2,535 | $94.2 萬 | 0.4% | +365+16.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 20,212 | $93.4 萬 | 0.4% | +1,506+8.1% | 加碼 | – |
| AAAlcoa Corp | Stock | 13,981 | $92.7 萬 | 0.4% | +13,981 | 新進 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 86,574 | $91.6 萬 | 0.4% | −8,274−8.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,809 | $90.0 萬 | 0.4% | +634+6.9% | 加碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 20,400 | $88.5 萬 | 0.4% | +541+2.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 43,264 | $88.4 萬 | 0.4% | −749−1.7% | 減碼 | – |
| PCARPaccar Inc | COM | 7,564 | $87.4 萬 | 0.4% | −235−3.0% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 15,231 | $87.1 萬 | 0.4% | +531+3.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,327 | $86.1 萬 | 0.3% | −32−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,894 | $85.1 萬 | 0.3% | +80+2.8% | 加碼 | 歷史 |
| iShares Tr46438G570 | TOP 20 U S ETF | 27,469 | $78.6 萬 | 0.3% | −5,720−17.2% | 減碼 | – |
| Direxion Shs ETF Tr25459Y165 | DLY S&P500 2XS | 4,740 | $78.4 萬 | 0.3% | −246−4.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,996 | $73.2 萬 | 0.3% | −36−0.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,855 | $71.0 萬 | 0.3% | −368−7.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,443 | $71.0 萬 | 0.3% | +4,443 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,080 | $70.5 萬 | 0.3% | +386+55.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,089 | $62.3 萬 | 0.3% | +3+0.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 12,866 | $59.4 萬 | 0.2% | +12,866 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 29,789 | $58.5 萬 | 0.2% | +254+0.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,261 | $58.1 萬 | 0.2% | −2,025−27.8% | 減碼 | – |
| FFord Motor Co | Stock | 47,335 | $54.6 萬 | 0.2% | +319+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,489 | $54.1 萬 | 0.2% | −224−8.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 28,875 | $53.9 萬 | 0.2% | +268+0.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,875 | $48.2 萬 | 0.2% | +3,875 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,668 | $46.3 萬 | 0.2% | +548+13.3% | 加碼 | – |
| CALYCallaway Golf Co | COM | 32,632 | $45.3 萬 | 0.2% | +2,467+8.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,684 | $44.8 萬 | 0.2% | −80−4.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,086 | $43.2 萬 | 0.2% | −25−1.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,020 | $39.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,529 | $38.8 萬 | 0.2% | +300+5.7% | 加碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $37.5 萬 | 0.2% | 00.0% | 不變 | – |
| EVREvercore Inc. | CLASS A | 1,254 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,262 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 17,870 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,726 | $33.0 萬 | 0.1% | +1,081+40.9% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 8,645 | $32.7 萬 | 0.1% | +481+5.9% | 加碼 | 歷史 |
| VTIXVirtuix Holdings Inc. | COM CL A | 48,298 | $32.7 萬 | 0.1% | +48,298 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 629 | $29.8 萬 | 0.1% | +629 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 12,786 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| TNKTeekay Tankers Ltd. | CL A | 4,026 | $29.5 萬 | 0.1% | +4,026 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 307 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 10,484 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 16,117 | $26.9 萬 | 0.1% | +299+1.9% | 加碼 | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 10,487 | $26.6 萬 | 0.1% | +10,487 | 新進 | – |
選擇權（2 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 | – | $4.65 億 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | – | $37.0 萬 |
2025 年第 4 季之後清倉（11 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 2,165 | $91.4 萬 | 0.4% | 歷史 |
| RKLBRocket Lab Corp | COM | 11,949 | $83.4 萬 | 0.3% | 歷史 |
| BROSDutch Bros Inc. | CL A | 11,657 | $71.4 萬 | 0.3% | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 14,433 | $48.4 萬 | 0.2% | – |
| KEKimball Electronics, Inc. | Stock | 13,259 | $36.9 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,117 | $26.5 萬 | 0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 392 | $26.4 萬 | 0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,316 | $26.2 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,249 | $24.1 萬 | 0.1% | – |
| QBTSD-Wave Quantum Inc. | Stock | 9,196 | $24.0 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 685 | $20.3 萬 | 0.1% | 歷史 |