Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/16 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 140
- 較 2021 年第 3 季 +113
- 總值
- $1.42 億
- 較 2021 年第 3 季 −$1,374 萬 (−8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 60,731 | $2,897 萬 | 20.4% | −12,252−16.8% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 353,780 | $1,799 萬 | 12.6% | −35,203−9.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 232,567 | $1,415 萬 | 9.9% | −12,684−5.2% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 313,096 | $1,142 萬 | 8.0% | −62,273−16.6% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 205,220 | $1,141 萬 | 8.0% | −41,573−16.8% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 24,464 | $1,121 萬 | 7.9% | −4,821−16.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,238 | $657.8 萬 | 4.6% | −5,983−20.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 56,792 | $650.3 萬 | 4.6% | −17,519−23.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 53,560 | $548.4 萬 | 3.9% | −10,049−15.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 72,005 | $537.4 萬 | 3.8% | −11,346−13.6% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 87,715 | $472.6 萬 | 3.3% | −1,460−1.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 50,787 | $430.4 萬 | 3.0% | −5,202−9.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,696 | $221.5 萬 | 1.6% | −2,258−20.6% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,796 | $212.5 萬 | 1.5% | −1,330−6.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,259 | $190.4 萬 | 1.3% | −5,764−20.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,989 | $162.6 萬 | 1.1% | −1,413−9.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,200 | $84.6 萬 | 0.6% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 18,674 | $64.8 萬 | 0.5% | −634−3.3% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,096 | $64.0 萬 | 0.4% | −785−27.2% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 19,863 | $63.6 萬 | 0.4% | −3,633−15.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,423 | $39.0 萬 | 0.3% | −230−6.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 322 | $34.0 萬 | 0.2% | −160−33.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,484 | $32.3 萬 | 0.2% | −1,072−23.5% | 減碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,863 | $24.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 611 | $24.3 萬 | 0.2% | −20−3.2% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $21.9 萬 | 0.2% | +891 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 463 | $16.8 萬 | 0.1% | +463 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 329 | $14.3 萬 | 0.1% | −236−41.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 469 | $14.0 萬 | 0.1% | +469 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $9.40 萬 | 0.1% | +2,090 | 新進 | – |
| AAPLApple Inc. | Stock | 520 | $9.20 萬 | 0.1% | +520 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 457 | $7.40 萬 | 0.1% | +457 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 956 | $6.40 萬 | <0.1% | +956 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $6.40 萬 | <0.1% | +383 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $5.00 萬 | <0.1% | +571 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $4.50 萬 | <0.1% | +597 | 新進 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $4.10 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 128 | $3.70 萬 | <0.1% | +128 | 新進 | 歷史 |
| CERNCERNER Corp | COM | 335 | $3.10 萬 | <0.1% | +335 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 267 | $3.00 萬 | <0.1% | +267 | 新進 | – |
| LANDGladstone Land Corp | COM | 876 | $2.90 萬 | <0.1% | +876 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 213 | $2.80 萬 | <0.1% | +213 | 新進 | 歷史 |
| MMM3M Co | Stock | 158 | $2.80 萬 | <0.1% | +158 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 110 | $2.70 萬 | <0.1% | +110 | 新進 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 450 | $2.70 萬 | <0.1% | +450 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $2.40 萬 | <0.1% | +416 | 新進 | 歷史 |
| VVisa Inc. | Stock | 110 | $2.30 萬 | <0.1% | +110 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 19 | $2.30 萬 | <0.1% | +19 | 新進 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 1,781 | $2.30 萬 | <0.1% | +1,781 | 新進 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $2.10 萬 | <0.1% | +65 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 200 | $2.00 萬 | <0.1% | +200 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 852 | $2.00 萬 | <0.1% | +852 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $2.00 萬 | <0.1% | +213 | 新進 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,300 | $1.80 萬 | <0.1% | +1,300 | 新進 | – |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.80 萬 | <0.1% | +420 | 新進 | 歷史 |
| Monmouth Real Estate Investment Corp609720107 | CL A | 833 | $1.70 萬 | <0.1% | +833 | 新進 | – |
| VZVerizon Communications Inc | Stock | 319 | $1.60 萬 | <0.1% | +319 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.60 萬 | <0.1% | +33 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $1.50 萬 | <0.1% | +102 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 60 | $1.40 萬 | <0.1% | +60 | 新進 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.40 萬 | <0.1% | +154 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $1.40 萬 | <0.1% | +118 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 80 | $1.30 萬 | <0.1% | +80 | 新進 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 375 | $1.30 萬 | <0.1% | +375 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 159 | $1.10 萬 | <0.1% | +159 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.00 萬 | <0.1% | +227 | 新進 | 歷史 |
| SSentinelOne, Inc. | CL A | 200 | $1.00 萬 | <0.1% | +200 | 新進 | 歷史 |
| METMetlife Inc | Stock | 152 | $9,000 | <0.1% | +152 | 新進 | 歷史 |
| SKTTanger Inc. | COM | 500 | $9,000 | <0.1% | +500 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 155 | $9,000 | <0.1% | +155 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 300 | $8,000 | <0.1% | +300 | 新進 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $8,000 | <0.1% | +33 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $8,000 | <0.1% | +141 | 新進 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $8,000 | <0.1% | +534 | 新進 | 歷史 |
| PPLPPL Corp | COM | 288 | $8,000 | <0.1% | +288 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 47 | $8,000 | <0.1% | +47 | 新進 | – |
| LUVSouthwest Airlines Co | COM | 192 | $8,000 | <0.1% | +192 | 新進 | 歷史 |
| EMBKEmbark Technology, Inc. | COMMON STOCK | 1,010 | $8,000 | <0.1% | +1,010 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $7,000 | <0.1% | +135 | 新進 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 560 | $7,000 | <0.1% | +560 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 145 | $6,000 | <0.1% | +145 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 200 | $6,000 | <0.1% | +200 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 100 | $5,000 | <0.1% | +100 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15 | $5,000 | <0.1% | +15 | 新進 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 20 | $5,000 | <0.1% | +20 | 新進 | 歷史 |
| BABoeing Co | Stock | 21 | $4,000 | <0.1% | +21 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 20 | $4,000 | <0.1% | +20 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 50 | $4,000 | <0.1% | +50 | 新進 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,000 | <0.1% | +70 | 新進 | 歷史 |
| CDKCDK Global, Inc. | COM | 112 | $4,000 | <0.1% | +112 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 52 | $3,000 | <0.1% | +52 | 新進 | – |
| GEGeneral Electric Co | Stock | 38 | $3,000 | <0.1% | +38 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 100 | $3,000 | <0.1% | +100 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 48 | $3,000 | <0.1% | +48 | 新進 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 155 | $3,000 | <0.1% | +155 | 新進 | – |
| AEIAlset Inc. | COM | 6,700 | $3,000 | <0.1% | +6,700 | 新進 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 50 | $3,000 | <0.1% | +50 | 新進 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 93 | $3,000 | <0.1% | +93 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60 | $2,000 | <0.1% | +60 | 新進 | – |