Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/29 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 156
- 較 2024 年第 1 季 +3
- 總值
- $1.19 億
- 較 2024 年第 1 季 +$401.7 萬 (+3.5%)
| 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 | 92,310 | $5,051 萬 | 42.6% | −1,061−1.1% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 183,121 | $1,844 萬 | 15.6% | +26,387+16.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,069 | $1,215 萬 | 10.2% | −424−2.0% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 206,644 | $1,190 萬 | 10.0% | −1,130−0.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 112,807 | $660.1 萬 | 5.6% | −1,473−1.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,374 | $612.0 萬 | 5.2% | −482−0.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 127,903 | $606.9 萬 | 5.1% | +3,782+3.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,162 | $221.8 萬 | 1.9% | −83−0.9% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $68.4 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 1,770 | $37.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 714 | $26.0 萬 | 0.2% | −641−47.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 633 | $25.8 萬 | 0.2% | +17+2.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 891 | $21.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $19.8 萬 | 0.2% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $19.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 330 | $16.5 萬 | 0.1% | +2+0.6% | 加碼 | – |
| VVisa Inc. | Stock | 528 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 897 | $11.1 萬 | 0.1% | +127+16.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,090 | $9.29 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 465 | $7.68 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $7.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 373 | $7.38 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $6.68 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.60 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 107 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.11 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $5.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| TPLTexas Pacific Land Corp | Stock | 66 | $4.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 106 | $3.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 200 | $3.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $3.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 43 | $2.90 萬 | <0.1% | −7−14.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 350 | $2.72 萬 | <0.1% | +3+0.9% | 加碼 | – |
| FFord Motor Co | Stock | 2,000 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 63 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $1.84 萬 | <0.1% | +196+190.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 860 | $1.64 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19 | $1.61 萬 | <0.1% | +6+46.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 158 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 69 | $1.40 萬 | <0.1% | +69 | 新進 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 324 | $1.34 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 80 | $1.30 萬 | <0.1% | +22+37.9% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 150 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.05 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 |
| DISWalt Disney Co | Stock | 102 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 248 | $9,880 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $9,504 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $9,420 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $9,361 | <0.1% | 00.0% | 不變 | – |
| Cyberark Software LtdM2682V108 | SHS | 34 | $9,296 | <0.1% | 00.0% | 不變 | – |
| KHCKraft Heinz Co | Stock | 285 | $9,182 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $8,895 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $8,876 | <0.1% | +260 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $8,719 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $8,468 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $8,398 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $7,963 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $7,333 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $7,008 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 167 | $6,935 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 55 | $6,531 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $6,314 | <0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 13 | $6,072 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $5,986 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $5,442 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $5,359 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $4,995 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $4,631 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4,589 | <0.1% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 26 | $4,580 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,364 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 8 | $4,130 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 100 | $3,967 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $3,924 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20 | $3,865 | <0.1% | 00.0% | 不變 | 歷史 |
| DAREDare Bioscience, Inc. | COM NEW | 11,400 | $3,831 | <0.1% | +11,400 | 新進 | 歷史 |
| BABoeing Co | Stock | 21 | $3,822 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3,547 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。