Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/27 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 133
- 較 2022 年第 3 季 +6
- 總值
- $5,785 萬
- 較 2022 年第 3 季 +$338.4 萬 (+6.2%)
| 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 | 372,342 | $1,796 萬 | 31.0% | +15,389+4.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 252,127 | $1,458 萬 | 25.2% | +14,751+6.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,473 | $1,325 萬 | 22.9% | −301−0.9% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 141,576 | $707.9 萬 | 12.2% | −419−0.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,383 | $157.3 萬 | 2.7% | −1,955−9.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,262 | $68.7 萬 | 1.2% | +62+1.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $21.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $21.1 萬 | 0.4% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $16.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 469 | $14.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,081 | $14.1 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 | $10.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 973 | $9.22 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $9.16 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 465 | $7.06 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.95 萬 | 0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $6.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $6.62 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,282 | $6.34 萬 | 0.1% | +1,282 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 176 | $6.18 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $5.81 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 297 | $5.68 萬 | 0.1% | +297 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $5.42 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 22 | $5.16 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.03 萬 | 0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 106 | $4.54 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 526 | $4.35 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 345 | $4.25 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 214 | $3.02 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 1,130 | $2.97 萬 | 0.1% | +1,130 | 新進 | – |
| FFord Motor Co | Stock | 2,000 | $2.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 110 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $1.96 萬 | <0.1% | +650 | 新進 | – |
| MMM3M Co | Stock | 158 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 467 | $1.62 萬 | <0.1% | +467 | 新進 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 855 | $1.58 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 50 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 80 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 182 | $1.37 萬 | <0.1% | +182 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 107 | $1.29 萬 | <0.1% | +92+613.3% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 177 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 320 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 78 | $1.14 萬 | <0.1% | +66+550.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 375 | $9,502 | <0.1% | 00.0% | 不變 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $9,462 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 1,921 | $9,201 | <0.1% | +140+7.9% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $9,001 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $8,970 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $8,861 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 60 | $8,793 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $8,415 | <0.1% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 200 | $7,554 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $6,712 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $6,654 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 192 | $6,464 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 100 | $6,361 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 47 | $6,244 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 135 | $5,887 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364637 | FOLI AL RATE ETF | 162 | $5,117 | <0.1% | +162 | 新進 | – |
| MNSTMonster Beverage Corp | COM | 50 | $5,076 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $4,920 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 146 | $4,862 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,515 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $4,206 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $4,158 | <0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 21 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 48 | $3,751 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 300 | $3,711 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $3,640 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 1,000 | $3,480 | <0.1% | +440+78.6% | 加碼 | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 100 | $3,269 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 38 | $3,184 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,980 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 75 | $2,917 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 150 | $2,764 | <0.1% | 00.0% | 不變 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 93 | $2,561 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60 | $2,052 | <0.1% | 00.0% | 不變 | – |
| IIPRInnovative Industrial Properties Inc | COM | 20 | $2,027 | <0.1% | 00.0% | 不變 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 226 | $1,954 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 205 | $1,943 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 22 | $1,891 | <0.1% | +1+4.8% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 58 | $1,619 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32 | $1,566 | <0.1% | 00.0% | 不變 | 歷史 |
| ANDEAndersons, Inc. | COM | 42 | $1,469 | <0.1% | 00.0% | 不變 | 歷史 |
| SSentinelOne, Inc. | CL A | 100 | $1,459 | <0.1% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 35 | $1,453 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10 | $1,418 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 10 | $1,417 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。