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 |
|---|---|---|---|---|---|---|---|
| ONLOrion Properties Inc. | REIT | 15 | $40 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1 | $44 | <0.1% | 00.0% | 不變 | – |
| SPCEVirgin Galactic Holdings, Inc | Stock | 22 | $84 | <0.1% | 00.0% | 不變 | 歷史 |
| NLOPNet Lease Office Properties | COM | 3 | $88 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 140 | $130 | <0.1% | 00.0% | 不變 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 26 | $159 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 10 | $179 | <0.1% | 00.0% | 不變 | 歷史 |
| DNUTKrispy Kreme, Inc. | COM | 56 | $216 | <0.1% | 00.0% | 不變 | 歷史 |
| SLQTSelectQuote, Inc. | COM | 185 | $362 | <0.1% | 00.0% | 不變 | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 160 | $412 | <0.1% | 00.0% | 不變 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 19 | $467 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 51 | $504 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 30 | $612 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 58 | $619 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 18 | $623 | <0.1% | 00.0% | 不變 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 155 | $742 | <0.1% | 00.0% | 不變 | – |
| AIC3.ai, Inc. | Stock | 50 | $867 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4 | $948 | <0.1% | 00.0% | 不變 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 18 | $955 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 20 | $1,071 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 12 | $1,244 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 42 | $1,261 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 55 | $1,420 | <0.1% | 00.0% | 不變 | 歷史 |
| CGCarlyle Group Inc. | COM | 23 | $1,473 | <0.1% | 00.0% | 不變 | 歷史 |
| ANDEAndersons, Inc. | COM | 42 | $1,672 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 25 | $1,676 | <0.1% | 00.0% | 不變 | 歷史 |
| SSentinelOne, Inc. | CL A | 100 | $1,761 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $1,794 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 25 | $1,806 | <0.1% | 00.0% | 不變 | 歷史 |
| DAREDare Bioscience, Inc. | COM NEW | 950 | $1,995 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 25 | $2,059 | <0.1% | −10−28.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 15 | $2,122 | <0.1% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 16 | $2,216 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 120 | $2,304 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 35 | $2,442 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 30 | $2,460 | <0.1% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 200 | $2,554 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 24 | $2,699 | <0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 30 | $2,751 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLVSolventum Corp | Stock | 39 | $2,847 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 30 | $3,091 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60 | $3,232 | <0.1% | 00.0% | 不變 | – |
| WPCW. P. Carey Inc. | COM | 48 | $3,243 | <0.1% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 35 | $3,276 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 8 | $3,453 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11 | $3,565 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 61 | $3,636 | <0.1% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 17 | $3,648 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 59 | $3,823 | <0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 4 | $3,872 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 100 | $3,920 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 205 | $4,003 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMDTORM plc | SHS CL A | 200 | $4,124 | <0.1% | 00.0% | 不變 | 歷史 |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 142 | $4,291 | <0.1% | 00.0% | 不變 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 534 | $4,341 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 21 | $4,532 | <0.1% | 00.0% | 不變 | 歷史 |
| ALEAllete Inc | COM NEW | 70 | $4,648 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 25 | $5,314 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 32 | $5,354 | <0.1% | 00.0% | 不變 | 歷史 |
| Kurv ETF Tr500948872 | GOLD ENHANCED | 200 | $5,630 | <0.1% | +200 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 16 | $5,687 | <0.1% | +16 | 新進 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26 | $6,223 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 13 | $6,489 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135 | $6,524 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 167 | $6,544 | <0.1% | +167 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $6,643 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 100 | $6,731 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 285 | $7,421 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 235 | $7,884 | <0.1% | 00.0% | 不變 | 歷史 |
| LANDGladstone Land Corp | COM | 876 | $8,024 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18 | $8,050 | <0.1% | 00.0% | 不變 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 200 | $8,548 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $9,445 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $9,475 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 159 | $9,665 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 182 | $9,809 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $9,815 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $9,890 | <0.1% | 00.0% | 不變 | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 893 | $9,894 | <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 |
| ADMArcher-Daniels-Midland Co | Stock | 175 | $1.05 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 |
| HSYHershey Co | COM | 57 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 288 | $1.07 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 |
| CSXCSX Corp | Stock | 315 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.13 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 |
| DISWalt Disney Co | Stock | 102 | $1.17 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 |
| BACBank of America Corp | Stock | 249 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 58 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 189 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 585 | $1.34 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 |
| ORLYO Reilly Automotive Inc | Stock | 135 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.50 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 | – |
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。