Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 170
- 較 2025 年第 1 季 −29
- 總值
- $1.32 億
- 較 2025 年第 1 季 +$900.5 萬 (+7.3%)
| 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 | 63,019 | $3,913 萬 | 29.6% | −26,928−29.9% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 213,689 | $2,152 萬 | 16.3% | +8,991+4.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 190,896 | $1,594 萬 | 12.1% | +190,517+50,268.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 205,834 | $1,316 萬 | 10.0% | −670−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 402,260 | $1,175 萬 | 8.9% | +402,260 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 160,599 | $996.0 萬 | 7.5% | +49,305+44.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 84,393 | $922.3 萬 | 7.0% | +27,559+48.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,181 | $368.9 萬 | 2.8% | +3,168+31.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,356 | $127.4 萬 | 1.0% | −204,663−80.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,141 | $72.7 萬 | 0.6% | −18−0.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $58.9 萬 | 0.4% | +7+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,876 | $38.5 萬 | 0.3% | −100−5.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 737 | $31.3 萬 | 0.2% | +135+22.4% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,873 | $31.2 萬 | 0.2% | −190−3.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 414 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,280 | $21.5 萬 | 0.2% | +243+23.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 528 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,091 | $17.2 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 542 | $17.2 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 265 | $15.1 萬 | 0.1% | −24−8.3% | 減碼 | – |
| DEDeere & Co | Stock | 251 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,072 | $9.85 萬 | 0.1% | +85+4.3% | 加碼 | – |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,196 | $9.24 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 412 | $9.04 萬 | 0.1% | +76+22.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $7.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $7.59 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $7.44 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 465 | $7.42 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 53 | $7.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 66 | $6.97 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 956 | $6.51 萬 | <0.1% | −200−17.3% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $6.42 萬 | <0.1% | −20,073−99.5% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.13 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $5.92 萬 | <0.1% | −300−34.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $5.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,226 | $5.31 萬 | <0.1% | −64−5.0% | 減碼 | 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 | $4.97 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 597 | $4.73 萬 | <0.1% | −279−31.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,820 | $4.41 萬 | <0.1% | −2,166−54.3% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 3,795 | $4.12 萬 | <0.1% | −300−7.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 200 | $3.71 萬 | <0.1% | −300−60.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 611 | $3.48 萬 | <0.1% | +611 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,266 | $3.35 萬 | <0.1% | +188+17.4% | 加碼 | – |
| CVXChevron Corp | Stock | 217 | $3.11 萬 | <0.1% | +4+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56 | $2.83 萬 | <0.1% | −94−62.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 274 | $2.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 100 | $2.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 150 | $2.66 萬 | <0.1% | +120+400.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 862 | $2.50 萬 | <0.1% | −2,468−74.1% | 減碼 | 歷史 |
| MMM3M Co | Stock | 158 | $2.41 萬 | <0.1% | −400−71.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $2.31 萬 | <0.1% | −100−61.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 211 | $2.27 萬 | <0.1% | −2,216−91.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $2.27 萬 | <0.1% | +105 | 新進 | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 69 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 41 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| HEIHeico Corp | COM | 50 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 119 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 585 | $1.55 萬 | <0.1% | −200−25.5% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 590 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 341 | $1.45 萬 | <0.1% | +341 | 新進 | – |
| USOUnited States Oil Fund, LP | UNITS | 186 | $1.36 萬 | <0.1% | +36+24.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 189 | $1.34 萬 | <0.1% | +161+575.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.33 萬 | <0.1% | −750−76.8% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 58 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $1.26 萬 | <0.1% | −97−48.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 135 | $1.22 萬 | <0.1% | 00.0% | 不變依 15 比 1 拆股換算 | 歷史 |
| UBERUber Technologies, Inc | Stock | 130 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 249 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.10 萬 | <0.1% | −150−67.6% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 44 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $1.05 萬 | <0.1% | −100−40.3% | 減碼 | 歷史 |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.03 萬 | <0.1% | −456−59.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18 | $9,781 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $9,760 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $9,602 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $9,459 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $9,454 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $9,236 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 75 | $9,195 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $9,159 | <0.1% | 00.0% | 不變 | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 893 | $9,135 | <0.1% | +893 | 新進 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $8,908 | <0.1% | 00.0% | 不變 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 200 | $8,810 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（35 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PMPhilip Morris International Inc. | Stock | 500 | $7.94 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 200 | $5.45 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 160 | $3.73 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 600 | $3.66 萬 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 400 | $3.42 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,310 | $2.89 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 200 | $2.65 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 200 | $2.44 萬 | <0.1% | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 420 | $1.45 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 54 | $1.32 萬 | <0.1% | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 195 | $1.21 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 154 | $1.08 萬 | <0.1% | 歷史 |
| IPInternational Paper Co | COM | 200 | $1.07 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 300 | $9,828 | <0.1% | – |
| PORPortland General Electric Co | COM NEW | 200 | $8,920 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 300 | $8,559 | <0.1% | 歷史 |
| Clearway Energy, Inc.18539C105 | CL A | 300 | $8,538 | <0.1% | – |
| CNPCenterpoint Energy Inc | COM | 200 | $7,246 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 33 | $6,604 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 300 | $6,519 | <0.1% | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 80 | $4,869 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 400 | $4,488 | <0.1% | – |
| ENBEnbridge Inc | Stock | 100 | $4,431 | <0.1% | 歷史 |
| SPTNSpartanNash Co | COM | 200 | $4,052 | <0.1% | 歷史 |
| NAVINavient Corp | COM | 300 | $3,789 | <0.1% | 歷史 |
| SHELShell plc | ADR | 51 | $3,737 | <0.1% | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 100 | $3,638 | <0.1% | – |
| Exchange Traded Concepts Tr301505467 | RANGE GLOBAL COA | 165 | $2,853 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 37 | $2,328 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 55 | $1,971 | <0.1% | – |
| RIVNRivian Automotive, Inc. | Stock | 100 | $1,245 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 300 | $405 | <0.1% | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 100 | $339 | <0.1% | 歷史 |
| AEIAlset Inc. | COM NEW | 335 | $331 | <0.1% | 歷史 |
| LICYLi-Cycle Holdings Corp. | COM NEW | 68 | $24 | <0.1% | 歷史 |