Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 188
- 較 2024 年第 3 季 +30
- 總值
- $1.27 億
- 較 2024 年第 3 季 +$94.6 萬 (+0.7%)
| 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 | 90,159 | $5,307 萬 | 41.7% | −1,974−2.1% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 196,171 | $1,968 萬 | 15.5% | −942−0.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 20,501 | $1,275 萬 | 10.0% | −905−4.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,037 | $1,252 萬 | 9.8% | −670.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 111,182 | $692.8 萬 | 5.4% | −2,854−2.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 56,794 | $654.4 萬 | 5.1% | −675−1.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 251,924 | $651.5 萬 | 5.1% | −5,646−2.2% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,496 | $250.8 萬 | 2.0% | +65+0.7% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,224 | $71.6 萬 | 0.6% | −76−3.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,996 | $50.0 萬 | 0.4% | +226+12.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $48.5 萬 | 0.4% | +429+67.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,063 | $31.0 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $26.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,357 | $25.4 萬 | 0.2% | +2,216+1,571.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 631 | $25.3 萬 | 0.2% | −31−4.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $21.2 萬 | 0.2% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 312 | $16.8 萬 | 0.1% | −8−2.5% | 減碼 | – |
| VVisa Inc. | Stock | 528 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 373 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,060 | $14.2 萬 | 0.1% | +155+17.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 251 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 3,693 | $9.80 萬 | 0.1% | +3,277+787.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,987 | $9.60 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 500 | $8.88 萬 | 0.1% | +300+150.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 930 | $8.40 萬 | 0.1% | +900+3,000.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 871 | $8.03 萬 | 0.1% | +300+52.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 797 | $7.93 萬 | 0.1% | +200+33.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 465 | $7.81 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,156 | $7.81 萬 | 0.1% | +200+20.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 3,329 | $7.58 萬 | 0.1% | +2,468+286.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 345 | $7.57 萬 | 0.1% | +325+1,625.0% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 66 | $7.30 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 558 | $7.20 萬 | 0.1% | +400+253.2% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $7.09 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 163 | $6.34 萬 | <0.1% | +100+158.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $6.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.11 萬 | <0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 500 | $6.02 萬 | <0.1% | +500 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 200 | $5.27 萬 | <0.1% | +200 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 977 | $5.11 萬 | <0.1% | +750+330.4% | 加碼 | 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 | 600 | $4.92 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 1,115 | $4.46 萬 | <0.1% | +791+244.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 767 | $4.34 萬 | <0.1% | +600+359.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $4.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 100 | $4.25 萬 | <0.1% | +35+53.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 4,095 | $4.05 萬 | <0.1% | +2,095+104.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 43 | $3.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 400 | $3.03 萬 | <0.1% | +400 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,306 | $3.03 萬 | <0.1% | +1,306 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,078 | $2.94 萬 | <0.1% | −59−5.2% | 減碼依 3 比 1 拆股換算 | – |
| UPSUnited Parcel Service Inc | Stock | 216 | $2.72 萬 | <0.1% | +151+232.3% | 加碼 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 172 | $2.49 萬 | <0.1% | +100+138.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 100 | $2.47 萬 | <0.1% | +100 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 598 | $2.40 萬 | <0.1% | +598 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 200 | $2.26 萬 | <0.1% | +200 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 200 | $2.15 萬 | <0.1% | +200 | 新進 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 685 | $2.10 萬 | <0.1% | +400+140.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 119 | $1.76 萬 | <0.1% | +54+83.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.71 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 |
| TRVTravelers Companies, Inc. | Stock | 69 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 248 | $1.54 萬 | <0.1% | +100+67.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 132 | $1.53 萬 | <0.1% | +100+312.5% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.52 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 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 97 | $1.40 萬 | <0.1% | +73+304.2% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 590 | $1.25 萬 | <0.1% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 36 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.21 萬 | <0.1% | 00.0% | 不變 | – |
| HEIHeico Corp | COM | 50 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 200 | $1.13 萬 | <0.1% | +200 | 新進 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 150 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 34 | $1.13 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 248 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 200 | $1.08 萬 | <0.1% | +200 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $9,951 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 80 | $9,663 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $9,652 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $9,504 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 300 | $9,429 | <0.1% | +300 | 新進 | – |
| PPLPPL Corp | COM | 288 | $9,348 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $9,332 | <0.1% | +3,040 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 58 | $8,955 | <0.1% | +58 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $8,841 | <0.1% | 00.0% | 不變 | 歷史 |
| PORPortland General Electric Co | COM NEW | 200 | $8,724 | <0.1% | +200 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 75 | $8,643 | <0.1% | +75 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。