Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 177
- 較 2025 年第 2 季 +7
- 總值
- $1.71 億
- 較 2025 年第 2 季 +$3,872 萬 (+29.3%)
| 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 | 61,913 | $4,144 萬 | 24.2% | −1,106−1.8% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 211,757 | $2,132 萬 | 12.5% | −1,932−0.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 198,748 | $1,735 萬 | 10.2% | +7,852+4.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 206,124 | $1,403 萬 | 8.2% | +290+0.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 394,455 | $1,259 萬 | 7.4% | −7,805−1.9% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 467,228 | $1,135 萬 | 6.6% | +467,228 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 161,812 | $1,056 萬 | 6.2% | +1,213+0.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 84,415 | $1,003 萬 | 5.9% | +220.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 91,601 | $681.2 萬 | 4.0% | +91,601 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 240,381 | $470.2 萬 | 2.8% | +240,381 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,438 | $394.7 萬 | 2.3% | +257+1.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 39,151 | $392.5 萬 | 2.3% | +39,151 | 新進 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 56,798 | $287.3 萬 | 1.7% | +56,798 | 新進 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 30,502 | $153.3 萬 | 0.9% | +30,502 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,281 | $145.9 萬 | 0.9% | +1,925+3.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,141 | $78.2 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $61.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,894 | $48.2 萬 | 0.3% | +18+1.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,873 | $33.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 694 | $32.5 萬 | 0.2% | −43−5.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $25.9 萬 | 0.2% | +17+4.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 542 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,086 | $20.3 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,280 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 528 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 255 | $15.6 萬 | 0.1% | −10−3.8% | 減碼 | – |
| DEDeere & Co | Stock | 251 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,072 | $10.2 萬 | 0.1% | 00.0% | 不變 | – |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,196 | $10.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 425 | $9.33 萬 | 0.1% | +13+3.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $7.80 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 956 | $7.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $7.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $7.23 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 465 | $7.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $6.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 53 | $6.35 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 | – |
| TPLTexas Pacific Land Corp | Stock | 66 | $6.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 197 | $5.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,226 | $5.39 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 | – |
| MRKMerck & Co., Inc. | Stock | 597 | $5.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $4.98 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 1,820 | $4.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 200 | $4.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 3,795 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 165 | $4.02 萬 | <0.1% | +15+10.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 611 | $3.66 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,317 | $3.60 萬 | <0.1% | +51+4.0% | 加碼 | – |
| CVXChevron Corp | Stock | 217 | $3.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 100 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56 | $2.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $2.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $2.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $2.54 萬 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 158 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 863 | $2.44 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 211 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 274 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 41 | $1.98 萬 | <0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 69 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 19 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 590 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 260 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 119 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 341 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 227 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 135 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 186 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 585 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 189 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 58 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 249 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 130 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 33 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 315 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 33 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 75 | $1.06 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 |
| LNGCheniere Energy, Inc. | COM NEW | 44 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 893 | $9,894 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $9,890 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $9,815 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。