Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/5 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 147
- 較 2023 年第 3 季 +1
- 總值
- $8,416 萬
- 較 2023 年第 3 季 +$3,051 萬 (+56.9%)
| 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 | 78,339 | $3,742 萬 | 44.5% | +24,964+46.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 208,005 | $1,119 萬 | 13.3% | +39,432+23.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 22,064 | $1,068 萬 | 12.7% | +6,381+40.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,972 | $636.7 萬 | 7.6% | +1,695+8.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,533 | $622.8 萬 | 7.4% | +7,113+14.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 125,061 | $590.8 萬 | 7.0% | +86,307+222.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,259 | $215.4 萬 | 2.6% | +5,931+178.2% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $60.3 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,468 | $44.5 萬 | 0.5% | +1,382+1,607.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 1,770 | $34.1 萬 | 0.4% | +20+1.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $25.4 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 616 | $22.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 891 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $18.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $17.0 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 528 | $13.7 萬 | 0.2% | +10+1.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 363 | $9.02 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $8.86 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 194 | $8.47 萬 | 0.1% | +18+10.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 465 | $6.83 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $6.51 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $6.33 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.25 萬 | 0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $5.92 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.06 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 617 | $5.06 萬 | 0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $4.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 106 | $4.24 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 77 | $3.81 萬 | <0.1% | −1−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $3.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 22 | $3.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $3.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 357 | $2.72 萬 | <0.1% | +16+4.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 65 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 50 | $2.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $2.24 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 63 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 858 | $1.44 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 323 | $1.22 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 177 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 315 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 150 | $9,997 | <0.1% | +150 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $9,209 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $9,157 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $9,129 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $8,943 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $8,721 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 167 | $8,568 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $8,550 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $8,548 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 247 | $8,349 | <0.1% | +100+68.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 288 | $7,804 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 75 | $7,755 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 34 | $7,447 | <0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 13 | $5,892 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $5,842 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $5,807 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $5,761 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $5,739 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 21 | $5,473 | <0.1% | −110−84.0% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 55 | $5,469 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $5,313 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $5,258 | <0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $5,228 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 100 | $5,133 | <0.1% | +100 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4,944 | <0.1% | 00.0% | 不變 | – |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $4,828 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,281 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $4,168 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3,941 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $3,746 | <0.1% | +20 | 新進 | 歷史 |
| DAREDare Bioscience, Inc. | COM | 11,400 | $3,522 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 150 | $3,519 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 100 | $3,492 | <0.1% | +100 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 8 | $3,297 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 25 | $3,278 | <0.1% | +25 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 48 | $3,110 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $3,070 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20 | $3,038 | <0.1% | +20 | 新進 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $3,038 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（8 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PKSTPeakstone Realty Trust | Common Stock | 653 | $1.09 萬 | <0.1% | 歷史 |
| Tidal Trust I886364637 | FOLI AL RATE ETF | 162 | $5,410 | <0.1% | – |
| GEGeneral Electric Co | Stock | 38 | $4,200 | <0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 10 | $1,664 | <0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 12 | $816 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 160 | $598 | <0.1% | 歷史 |
| AEIAlset Inc. | COM | 335 | $442 | <0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1 | $106 | <0.1% | 歷史 |