Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 220
- 較 2026 年第 1 季 +3
- 總值
- $2.09 億
- 較 2026 年第 1 季 +$1,475 萬 (+7.6%)
| 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 | 45,588 | $3,414 萬 | 16.4% | −834−1.8% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 973,964 | $2,360 萬 | 11.3% | +6,162+0.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 240,027 | $1,819 萬 | 8.7% | −1,103−0.5% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 176,007 | $1,772 萬 | 8.5% | −1,160−0.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 501,330 | $1,697 萬 | 8.1% | +1,249+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 766,729 | $1,497 萬 | 7.2% | +7,551+1.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 150,786 | $1,456 萬 | 7.0% | −2,792−1.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 161,401 | $1,245 萬 | 6.0% | −1,841−1.1% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 189,548 | $955.1 萬 | 4.6% | +4,006+2.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 60,687 | $900.1 萬 | 4.3% | −2,579−4.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 100,813 | $812.3 萬 | 3.9% | +1,033+1.0% | 加碼依 4 比 1 拆股換算 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 79,703 | $585.1 萬 | 2.8% | +1,400+1.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 152,032 | $549.3 萬 | 2.6% | +2,030+1.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 46,847 | $463.7 萬 | 2.2% | +40.0% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 51,368 | $260.1 萬 | 1.2% | −1,857−3.5% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 36,381 | $183.2 萬 | 0.9% | −2,116−5.5% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,102 | $86.1 萬 | 0.4% | −13−0.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $60.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,776 | $51.4 萬 | 0.2% | −40−2.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,793 | $37.3 萬 | 0.2% | −80−1.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,965 | $36.8 萬 | 0.2% | −103−3.4% | 減碼依 4 比 1 拆股換算 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 1,280 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 725 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 542 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 978 | $19.6 萬 | 0.1% | −80−7.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 563 | $19.3 萬 | 0.1% | −46−7.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 286 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 691 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 1,725 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,553 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,450 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 781 | $10.7 萬 | 0.1% | +781 | 新進 | 歷史 |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,025 | $10.7 萬 | 0.1% | −782−27.9% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $10.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 759 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,952 | $9.92 萬 | <0.1% | −120−5.8% | 減碼 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 550 | $9.40 萬 | <0.1% | +550 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 562 | $9.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $9.29 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 774 | $9.26 萬 | <0.1% | +6+0.8% | 加碼依 8 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 386 | $9.20 萬 | <0.1% | −128−24.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 130 | $8.93 萬 | <0.1% | −2−1.5% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 1,240 | $8.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 198 | $8.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 437 | $7.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 597 | $7.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $7.46 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 465 | $6.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 222 | $6.24 萬 | <0.1% | +25+12.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 107 | $6.03 萬 | <0.1% | −18−14.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53 | $5.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 3,795 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,228 | $5.20 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 725 | $5.17 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $5.11 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 200 | $5.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $4.93 萬 | <0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,385 | $4.61 萬 | <0.1% | +290+26.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,820 | $4.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 120 | $4.24 萬 | <0.1% | −49−29.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 107 | $3.99 萬 | <0.1% | +50+87.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 113 | $3.99 萬 | <0.1% | +50+79.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,220 | $3.87 萬 | <0.1% | 00.0% | 不變 | – |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 100 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 398 | $3.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 332 | $3.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBCCentral Bancompany, Inc. | COM CL A | 1,135 | $3.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 579 | $3.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 348 | $3.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 75 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $3.15 萬 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 89 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 69 | $2.90 萬 | <0.1% | +14+25.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 266 | $2.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 368 | $2.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 328 | $2.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 352 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 158 | $2.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 752 | $2.56 萬 | <0.1% | +300+66.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 300 | $2.49 萬 | <0.1% | 00.0% | 不變 | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 410 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 69 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 461 | $2.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 58 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNGUnited States Natural Gas Fund, LP | ETF | 1,775 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 186 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 500 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 21 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 154 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 202 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 72 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 865 | $1.79 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 250 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEIHeico Corp | COM | 50 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 213 | $1.72 萬 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 781 | $13.3 萬 | 0.1% | 歷史 |
| SVXYProShares Trust II | SHT VIX ST TRM | 689 | $3.16 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 235 | $1.04 萬 | <0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 21 | $5,095 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 50 | $3,933 | <0.1% | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 200 | $2,212 | <0.1% | 歷史 |
| SLQTSelectQuote, Inc. | COM | 185 | $116 | <0.1% | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 140 | $92 | <0.1% | 歷史 |