Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 135
- 較 2026 年第 1 季 +17
- 總值
- $7.45 億
- 較 2026 年第 1 季 +$4.97 億 (+201.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 601,827 | $4.49 億 | 60.3% | +599,222+23,002.8% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 176,249 | $4,771 萬 | 6.4% | +79,660+82.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 277,432 | $2,293 萬 | 3.1% | +4,621+1.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 240,079 | $1,214 萬 | 1.6% | −36,099−13.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 106,526 | $1,162 萬 | 1.6% | −33,182−23.8% | 減碼 | – |
| FFord Motor Co | Stock | 647,831 | $900.5 萬 | 1.2% | +600,496+1,268.6% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 195,769 | $890.6 萬 | 1.2% | −57,170−22.6% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 136,459 | $730.1 萬 | 1.0% | +13,885+11.3% | 加碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 152,068 | $712.3 萬 | 1.0% | +15,656+11.5% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 68,061 | $643.7 萬 | 0.9% | −4,450−6.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 28,500 | $570.3 萬 | 0.8% | +687+2.5% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 256,849 | $530.8 萬 | 0.7% | +30,221+13.3% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 8,117 | $520.1 萬 | 0.7% | +289+3.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 44,849 | $490.8 萬 | 0.7% | −15,783−26.0% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 104,378 | $489.2 萬 | 0.7% | −37,292−26.3% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 59,809 | $478.3 萬 | 0.6% | −12,722−17.5% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 156,998 | $427.7 萬 | 0.6% | −27,140−14.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 60,971 | $417.1 萬 | 0.6% | +60,971 | 新進 | – |
| IAUiShares Gold Trust | ETF | 53,352 | $402.9 萬 | 0.5% | +605+1.1% | 加碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 54,015 | $371.9 萬 | 0.5% | +2,818+5.5% | 加碼 | – |
| SNDKSandisk Corp | COM | 1,607 | $365.4 萬 | 0.5% | +7+0.4% | 加碼 | 歷史 |
| RBB FD Inc74933W486 | US TREASY 2 YR | 73,213 | $351.1 萬 | 0.5% | +14,305+24.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,230 | $349.4 萬 | 0.5% | −10,791−22.9% | 減碼 | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 57,492 | $338.3 萬 | 0.5% | +4,726+9.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,666 | $327.4 萬 | 0.4% | +954+12.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,293 | $297.8 萬 | 0.4% | +532+5.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,935 | $279.1 萬 | 0.4% | −7,644−22.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 53,268 | $278.0 萬 | 0.4% | +53,268 | 新進 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 20,058 | $267.3 萬 | 0.4% | +2,529+14.4% | 加碼 | – |
| iShares Tr46436E494 | BBB RATED CORP | 30,240 | $261.5 萬 | 0.4% | +3,299+12.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,828 | $258.1 萬 | 0.3% | −52−0.5% | 減碼 | 歷史 |
| iShares Tr46429B366 | CMBS ETF | 52,683 | $256.3 萬 | 0.3% | −18,170−25.6% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 19,384 | $241.8 萬 | 0.3% | +1,060+5.8% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 26,129 | $240.9 萬 | 0.3% | −10,186−28.0% | 減碼 | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 65,119 | $237.4 萬 | 0.3% | +4,609+7.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,551 | $232.4 萬 | 0.3% | +280+1.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $227.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 18,578 | $221.7 萬 | 0.3% | +8,664+87.4% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 63,671 | $201.4 萬 | 0.3% | +2,088+3.4% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 34,329 | $187.5 萬 | 0.3% | +6,107+21.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,539 | $182.5 萬 | 0.2% | −300−1.9% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,206 | $174.3 萬 | 0.2% | −54−1.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,892 | $173.0 萬 | 0.2% | −7,494−25.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,543 | $167.4 萬 | 0.2% | +61+1.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,472 | $166.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 54,476 | $164.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,469 | $163.0 萬 | 0.2% | −218−3.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 19,843 | $153.6 萬 | 0.2% | +3,283+19.8% | 加碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 45,284 | $153.4 萬 | 0.2% | −4,044−8.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,901 | $149.0 萬 | 0.2% | +1,485+15.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,330 | $138.1 萬 | 0.2% | +6,244+299.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 39,603 | $134.0 萬 | 0.2% | −80−0.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,434 | $122.7 萬 | 0.2% | −42−1.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 36,710 | $116.4 萬 | 0.2% | −507−1.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,536 | $115.3 萬 | 0.2% | −5,650−23.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,605 | $109.6 萬 | 0.1% | +70+2.8% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 16,453 | $103.7 萬 | 0.1% | +1,222+8.0% | 加碼 | – |
| Direxion Shs ETF Tr25459Y165 | DLY S&P500 2XS | 4,676 | $100.8 萬 | 0.1% | −64−1.4% | 減碼 | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 22,653 | $98.8 萬 | 0.1% | +2,253+11.0% | 加碼 | – |
| Innovator ETFs Trust45784N817 | EQUITY 1YR JANUA | 34,836 | $97.5 萬 | 0.1% | 00.0% | 不變 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 18,974 | $94.0 萬 | 0.1% | −658−3.4% | 減碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,385 | $93.9 萬 | 0.1% | −601−6.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,247 | $93.4 萬 | 0.1% | +167+15.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 44,927 | $91.5 萬 | 0.1% | +1,663+3.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,785 | $91.2 萬 | 0.1% | −109−3.8% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 7,564 | $90.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,320 | $86.6 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 79,951 | $85.1 萬 | 0.1% | −6,623−7.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,101 | $80.9 萬 | 0.1% | +105+2.1% | 加碼 | – |
| VMIValmont Industries Inc | COM | 1,387 | $80.1 萬 | 0.1% | +1,387 | 新進 | 歷史 |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 30,679 | $77.8 萬 | 0.1% | +30,679 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,859 | $74.4 萬 | 0.1% | +50+0.5% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 8,038 | $73.3 萬 | 0.1% | +8,038 | 新進 | – |
| TJXTJX Companies Inc | Stock | 4,377 | $66.3 萬 | 0.1% | −66−1.5% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,747 | $63.4 萬 | 0.1% | −6,465−32.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,616 | $62.0 萬 | 0.1% | +355+6.7% | 加碼 | – |
| CALYCallaway Golf Co | COM | 32,511 | $61.1 萬 | 0.1% | −121−0.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,813 | $60.9 萬 | 0.1% | +4,813 | 新進 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 12,163 | $60.2 萬 | 0.1% | −703−5.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 29,533 | $57.9 萬 | 0.1% | −256−0.9% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,837 | $56.4 萬 | 0.1% | −18−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 979 | $55.2 萬 | 0.1% | −110−10.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 29,677 | $55.1 萬 | 0.1% | +802+2.8% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 1,249 | $53.9 萬 | 0.1% | +1,249 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,038 | $51.3 萬 | 0.1% | −451−18.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,587 | $44.2 萬 | 0.1% | −97−5.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 751 | $43.6 萬 | 0.1% | +751 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 403 | $42.9 萬 | 0.1% | +403 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,315 | $42.7 萬 | 0.1% | −353−7.6% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,320 | $42.2 萬 | 0.1% | +594+15.9% | 加碼 | – |
| EVREvercore Inc. | CLASS A | 1,223 | $41.8 萬 | 0.1% | −31−2.5% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,292 | $40.1 萬 | 0.1% | −237−4.3% | 減碼 | – |
| MIRMMirum Pharmaceuticals, Inc. | COM | 3,374 | $39.5 萬 | 0.1% | +3,374 | 新進 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 7,411 | $37.8 萬 | 0.1% | +7,411 | 新進 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,305 | $37.0 萬 | <0.1% | +285+27.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,037 | $36.7 萬 | <0.1% | +312+43.0% | 加碼 | 歷史 |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 9,174 | $35.8 萬 | <0.1% | +2,936+47.1% | 加碼 | – |
| MUMicron Technology Inc | Stock | 310 | $35.8 萬 | <0.1% | +310 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 6,542 | $35.5 萬 | <0.1% | +6,542 | 新進 | 歷史 |
2026 年第 1 季之後清倉（6 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 5,757 | $111.1 萬 | 0.4% | 歷史 |
| AAAlcoa Corp | Stock | 13,981 | $92.7 萬 | 0.4% | 歷史 |
| iShares Tr46438G570 | TOP 20 U S ETF | 27,469 | $78.6 萬 | 0.3% | – |
| WMTWalmart Inc. | Stock | 3,875 | $48.2 萬 | 0.2% | 歷史 |
| BPBP PLC | ADR | 5,566 | $26.2 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 240 | $20.3 萬 | 0.1% | 歷史 |