Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 193
- 較 2025 年第 3 季 +16
- 總值
- $1.92 億
- 較 2025 年第 3 季 +$2,159 萬 (+12.6%)
| 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 | 46,844 | $3,209 萬 | 16.7% | −15,069−24.3% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 936,131 | $2,268 萬 | 11.8% | +468,903+100.4% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 175,138 | $1,758 萬 | 9.1% | −36,619−17.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 237,189 | $1,647 萬 | 8.6% | +31,065+15.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 480,513 | $1,567 萬 | 8.1% | +86,058+21.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 750,091 | $1,468 萬 | 7.6% | +509,710+212.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 156,638 | $1,401 萬 | 7.3% | −42,110−21.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 163,955 | $1,082 萬 | 5.6% | +2,143+1.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 176,753 | $785.0 萬 | 4.1% | +176,753 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,391 | $773.9 萬 | 4.0% | −20,024−23.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,815 | $691.2 萬 | 3.6% | +10,377+77.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 76,466 | $566.4 萬 | 2.9% | −15,135−16.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 47,702 | $476.4 萬 | 2.5% | +8,551+21.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 144,011 | $410.1 萬 | 2.1% | +91,730+175.5% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 53,195 | $268.4 萬 | 1.4% | −3,603−6.3% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 33,506 | $168.6 萬 | 0.9% | +3,004+9.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,141 | $80.0 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $61.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,769 | $48.1 萬 | 0.2% | −125−6.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 742 | $35.1 萬 | 0.2% | +48+6.9% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,873 | $34.5 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 1,280 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 542 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 891 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 563 | $19.8 萬 | 0.1% | +35+6.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 978 | $18.2 萬 | 0.1% | −108−9.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 286 | $13.3 萬 | 0.1% | +35+13.9% | 加碼 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,282 | $10.8 萬 | 0.1% | +86+3.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,072 | $9.95 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 425 | $9.81 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 132 | $8.28 萬 | <0.1% | −123−48.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $8.06 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $7.30 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 107 | $7.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $6.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 942 | $6.96 萬 | <0.1% | −14−1.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 465 | $6.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $6.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $6.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $6.23 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 197 | $5.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 198 | $5.69 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 165 | $5.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.09 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 1,227 | $5.00 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 3,795 | $4.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $4.97 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 200 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 1,820 | $4.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 725 | $4.53 萬 | <0.1% | +114+18.7% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $3.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 775 | $3.85 萬 | <0.1% | +515+198.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 100 | $3.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,220 | $3.35 萬 | <0.1% | −97−7.4% | 減碼 | – |
| CVXChevron Corp | Stock | 217 | $3.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 53 | $3.07 萬 | <0.1% | +53 | 新進 | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56 | $2.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $2.58 萬 | <0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 211 | $2.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNGUnited States Natural Gas Fund, LP | ETF | 1,775 | $2.18 萬 | <0.1% | +1,775 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 864 | $2.15 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 69 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 55 | $1.84 萬 | <0.1% | +22+66.7% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 41 | $1.83 萬 | <0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 452 | $1.67 萬 | <0.1% | +285+170.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 461 | $1.67 萬 | <0.1% | +146+46.3% | 加碼 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.64 萬 | <0.1% | 00.0% | 不變 | – |
| HEIHeico Corp | COM | 50 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 200 | $1.57 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 | – |
| KKRKKR & Co. Inc. | COM | 119 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 590 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 230 | $1.47 萬 | <0.1% | +41+21.7% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 206 | $1.38 萬 | <0.1% | +206 | 新進 | – |
| BACBank of America Corp | Stock | 249 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 227 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 186 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 58 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 135 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 296 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 123 | $1.22 萬 | <0.1% | −151−55.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 102 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 118 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 182 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 130 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 57 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 148 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。