Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 153
- 較 2023 年第 1 季 +28
- 總值
- $4,048 萬
- 較 2023 年第 1 季 +$1,599 萬 (+65.3%)
| 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 | 49,585 | $2,210 萬 | 54.6% | +16,956+52.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 154,809 | $797.7 萬 | 19.7% | +1,818+1.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 14,479 | $640.2 萬 | 15.8% | +14,479 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,200 | $78.0 萬 | 1.9% | −31−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,920 | $37.2 萬 | 0.9% | +839+77.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $23.6 萬 | 0.6% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $19.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 547 | $18.7 萬 | 0.5% | +78+16.6% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $16.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $15.3 萬 | 0.4% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 518 | $12.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 973 | $9.70 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 355 | $9.29 萬 | 0.2% | +10+2.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $8.64 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 211 | $8.59 萬 | 0.2% | +35+19.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 465 | $7.07 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $6.89 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.39 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $6.04 萬 | 0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $5.94 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.08 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 617 | $5.00 萬 | 0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $4.81 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 106 | $4.29 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 120 | $3.30 萬 | 0.1% | +120 | 新進 | – |
| NVDANVIDIA Corp | Stock | 78 | $3.30 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 245 | $3.28 萬 | 0.1% | +48+24.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $3.07 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $3.03 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 22 | $2.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 131 | $2.77 萬 | 0.1% | +110+523.8% | 加碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.46 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 229 | $2.29 萬 | 0.1% | +71+44.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $2.24 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $2.20 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 50 | $2.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $1.96 萬 | <0.1% | +63 | 新進 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 653 | $1.82 萬 | <0.1% | +653 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.42 萬 | <0.1% | +57 | 新進 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 857 | $1.37 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.34 萬 | <0.1% | +54 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.32 萬 | <0.1% | +47+36.7% | 加碼 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 321 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $1.17 萬 | <0.1% | +60+1,200.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.11 萬 | <0.1% | +112 | 新進 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.07 萬 | <0.1% | +315 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $1.07 萬 | <0.1% | +104+54.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 167 | $1.07 萬 | <0.1% | +167 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.06 萬 | <0.1% | +200 | 新進 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 177 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $9,566 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $9,506 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $9,401 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 102 | $9,106 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $8,912 | <0.1% | +48+48.0% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 50 | $8,847 | <0.1% | +50 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $8,597 | <0.1% | +9 | 新進 | 歷史 |
| SHELShell plc | ADR | 133 | $8,030 | <0.1% | +133 | 新進 | 歷史 |
| PPLPPL Corp | COM | 288 | $7,620 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 55 | $6,682 | <0.1% | −55−50.0% | 減碼 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 75 | $6,351 | <0.1% | +75 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 13 | $5,984 | <0.1% | +13 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $5,744 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $5,489 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 1,921 | $5,340 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 34 | $5,315 | <0.1% | +34 | 新進 | – |
| Tidal Trust I886364637 | FOLI AL RATE ETF | 162 | $5,226 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 118 | $5,036 | <0.1% | +118 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $4,876 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $4,857 | <0.1% | 00.0% | 不變 | – |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $4,640 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $4,460 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 147 | $4,228 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 38 | $4,174 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $4,080 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,057 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 1,000 | $3,880 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $3,611 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3,459 | <0.1% | +61 | 新進 | 歷史 |
| PLAYDave & Buster's Entertainment, Inc. | COM | 75 | $3,342 | <0.1% | +75 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $3,336 | <0.1% | +50 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 48 | $3,242 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 200 | $3,182 | <0.1% | +200 | 新進 | – |
| RTXRTX Corp | Stock | 32 | $3,134 | <0.1% | +32 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 300 | $3,117 | <0.1% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 35 | $2,720 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 8 | $2,695 | <0.1% | +8 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,638 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 205 | $2,570 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 641 | $3.25 萬 | 0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 148 | $3.02 萬 | 0.1% | – |
| IAUiShares Gold Trust | ETF | 233 | $8,707 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 0 | $8 | <0.1% | – |