Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 146
- 較 2023 年第 2 季 −7
- 總值
- $5,365 萬
- 較 2023 年第 2 季 +$1,317 萬 (+32.5%)
| 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 | 53,375 | $2,292 萬 | 42.7% | +3,790+7.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 168,573 | $834.9 萬 | 15.6% | +13,764+8.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 15,683 | $650.7 萬 | 12.1% | +1,204+8.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,277 | $530.5 萬 | 9.9% | +21,277 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 50,420 | $475.6 萬 | 8.9% | +49,447+5,081.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,754 | $160.5 萬 | 3.0% | +38,754 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,328 | $69.3 萬 | 1.3% | +3,328 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $54.0 萬 | 1.0% | −900−28.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,750 | $30.0 萬 | 0.6% | −170−8.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $23.2 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 616 | $21.6 萬 | 0.4% | +69+12.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 891 | $21.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $16.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $14.8 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 518 | $11.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 363 | $9.08 萬 | 0.2% | +8+2.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $8.19 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $7.03 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 176 | $6.91 萬 | 0.1% | −35−16.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 465 | $6.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $6.15 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $5.81 萬 | 0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $5.47 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.09 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 | $4.29 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 22 | $4.01 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 106 | $4.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 78 | $3.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $3.21 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $2.76 萬 | 0.1% | −48−19.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 131 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 341 | $2.41 萬 | <0.1% | +341 | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 86 | $2.29 萬 | <0.1% | −34−28.3% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $2.15 萬 | <0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 65 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 50 | $1.89 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 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $1.48 萬 | <0.1% | −71−31.0% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 857 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 177 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 653 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 322 | $1.04 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $9,831 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $9,724 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 167 | $9,692 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $9,686 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $9,545 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $8,449 | <0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 148 | $8,285 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $8,267 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $8,179 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $8,096 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $8,012 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $7,940 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $6,785 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $6,778 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 75 | $6,475 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 55 | $5,680 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 34 | $5,568 | <0.1% | 00.0% | 不變 | – |
| Tidal Trust I886364637 | FOLI AL RATE ETF | 162 | $5,410 | <0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 13 | $5,316 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $5,295 | <0.1% | 00.0% | 不變 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $5,264 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $5,131 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $4,821 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $4,702 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $4,604 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $4,579 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 135 | $4,463 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4,434 | <0.1% | +50 | 新進 | – |
| GEGeneral Electric Co | Stock | 38 | $4,200 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 147 | $4,044 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $3,696 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 150 | $3,642 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $3,641 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3,373 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $3,354 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 1,921 | $3,284 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 8 | $3,030 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $2,923 | <0.1% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 48 | $2,595 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 200 | $2,580 | <0.1% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 33 | $2,477 | <0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 30 | $2,445 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（12 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHELShell plc | ADR | 133 | $8,030 | <0.1% | 歷史 |
| PLAYDave & Buster's Entertainment, Inc. | COM | 75 | $3,342 | <0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 60 | $2,229 | <0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23 | $1,738 | <0.1% | – |
| CARRCarrier Global Corp | Stock | 31 | $1,541 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 152 | $1,436 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1 | $155 | <0.1% | – |
| EMBKEmbark Technology, Inc. | COM NEW | 50 | $143 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 0 | $82 | <0.1% | – |
| QCOMQualcomm Inc | Stock | 0 | $54 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 0 | $53 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 0 | $10 | <0.1% | – |