Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 158
- 較 2024 年第 2 季 +2
- 總值
- $1.26 億
- 較 2024 年第 2 季 +$770.7 萬 (+6.5%)
| 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 | 92,133 | $5,314 萬 | 42.1% | −177−0.2% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 197,113 | $1,985 萬 | 15.7% | +13,992+7.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,104 | $1,280 萬 | 10.1% | −2,540−1.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,406 | $1,256 萬 | 9.9% | +337+1.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,036 | $710.7 萬 | 5.6% | +1,229+1.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,469 | $672.2 萬 | 5.3% | +95+0.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 128,785 | $663.2 萬 | 5.3% | +882+0.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,431 | $248.8 萬 | 2.0% | +269+2.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,300 | $72.3 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 1,770 | $41.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $30.4 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 640 | $29.5 萬 | 0.2% | +7+1.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 662 | $24.9 萬 | 0.2% | −52−7.3% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 320 | $16.9 萬 | 0.1% | −10−3.0% | 減碼 | – |
| VVisa Inc. | Stock | 528 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 905 | $11.0 萬 | 0.1% | +8+0.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 251 | $10.5 萬 | 0.1% | +145+136.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,987 | $10.0 萬 | 0.1% | −103−4.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 373 | $9.76 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 465 | $8.07 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $7.27 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 597 | $6.78 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.31 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $6.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $5.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 66 | $5.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $4.99 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 197 | $4.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 200 | $3.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 379 | $3.20 萬 | <0.1% | +29+8.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 43 | $3.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65 | $2.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $2.59 萬 | <0.1% | +4,216+1,865.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 650 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 861 | $1.89 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 141 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 69 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 324 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 80 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 416 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 118 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 150 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.01 萬 | <0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 36 | $1.01 萬 | <0.1% | +36 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 159 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 285 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 34 | $9,914 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 248 | $9,868 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $9,811 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $9,527 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $9,393 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $8,862 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $8,770 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 167 | $8,640 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 65 | $8,487 | <0.1% | +40+160.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 13 | $7,599 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 171 | $6,762 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 118 | $6,665 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11 | $6,311 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $6,173 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $5,879 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $5,670 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 235 | $5,513 | <0.1% | +235 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $5,424 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $5,365 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $5,217 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 50 | $4,905 | <0.1% | 00.0% | 不變 | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $4,496 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,493 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $4,043 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $3,901 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 32 | $3,877 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。