Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/3 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 127
- 較 2022 年第 2 季 +1
- 總值
- $5,447 萬
- 較 2022 年第 2 季 +$1,689 萬 (+45.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 356,953 | $1,723 萬 | 31.6% | −9,566−2.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 237,376 | $1,372 萬 | 25.2% | −7,522−3.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,774 | $1,247 萬 | 22.9% | +34,732+82,695.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 141,995 | $631.4 萬 | 11.6% | +138,629+4,118.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,338 | $173.2 萬 | 3.2% | −2,178−9.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,200 | $63.1 萬 | 1.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $20.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $19.4 萬 | 0.4% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 1,081 | $14.9 萬 | 0.3% | +560+107.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $14.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 469 | $12.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $11.0 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 518 | $9.20 萬 | 0.2% | +408+370.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 345 | $9.10 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 973 | $8.40 萬 | 0.2% | +973 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $8.10 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $7.60 萬 | 0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $6.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 465 | $5.80 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 176 | $5.70 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $5.20 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 597 | $5.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.00 萬 | 0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $4.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 526 | $4.20 萬 | 0.1% | +526 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 129 | $3.90 萬 | 0.1% | +129 | 新進 | – |
| TPLTexas Pacific Land Corp | Stock | 22 | $3.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 106 | $3.50 萬 | 0.1% | +106 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 445 | $3.30 萬 | 0.1% | +445 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 214 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 80 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 110 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 854 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 320 | $1.20 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 50 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 375 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 177 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 60 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $8,000 | <0.1% | 00.0% | 不變 | – |
| IONSIonis Pharmaceuticals Inc | COM | 200 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 1,781 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 300 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 47 | $5,000 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 192 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 150 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 146 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $4,000 | <0.1% | +120 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 50 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $3,000 | <0.1% | +11 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 48 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 75 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 93 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $3,000 | <0.1% | +171 | 新進 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 205 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 21 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 38 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SSentinelOne, Inc. | CL A | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 560 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60 | $1,000 | <0.1% | 00.0% | 不變 | – |
| OGNOrganon & Co. | Stock | 58 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 155 | $1,000 | <0.1% | 00.0% | 不變 | – |
| IIPRInnovative Industrial Properties Inc | COM | 20 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ANDEAndersons, Inc. | COM | 42 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 25 | $1,000 | <0.1% | +13+108.3% | 加碼 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 226 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 35 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（8 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 1,658 | $11.8 萬 | 0.3% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,307 | $6.60 萬 | 0.2% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 477 | $6.20 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 177 | $1.00 萬 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28 | $6,000 | <0.1% | – |
| CDKCDK Global, Inc. | COM | 112 | $6,000 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 48 | $4,000 | <0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21 | $4,000 | <0.1% | – |