Insight Folios Inc
- SEC CIK
- 0001792942
- 最新申報
- 2024/10/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/21 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 114
- 較 2023 年第 1 季 +7
- 總值
- $2.39 億
- 較 2023 年第 1 季 +$1,297 萬 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NUENucor Corp | COM | 55,244 | $905.9 萬 | 3.8% | +744+1.4% | 加碼 | 歷史 |
| VGRVector Group Ltd | COM | 704,391 | $902.3 萬 | 3.8% | +21,894+3.2% | 加碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 135,777 | $846.2 萬 | 3.5% | +3,724+2.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 644,476 | $818.5 萬 | 3.4% | +66,038+11.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 75,243 | $807.0 萬 | 3.4% | +1,564+2.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 294,084 | $774.9 萬 | 3.2% | +32,603+12.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 159,310 | $721.7 萬 | 3.0% | +8,149+5.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,583 | $717.2 萬 | 3.0% | +1,729+3.9% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 233,021 | $715.1 萬 | 3.0% | +14,030+6.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 51,496 | $693.8 萬 | 2.9% | +1,994+4.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 98,502 | $692.0 萬 | 2.9% | +3,453+3.6% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 75,191 | $679.7 萬 | 2.8% | +2,697+3.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 40,729 | $674.2 萬 | 2.8% | +1,872+4.8% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 345,295 | $669.9 萬 | 2.8% | +22,852+7.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 87,293 | $669.5 萬 | 2.8% | +2,234+2.6% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 88,414 | $668.1 萬 | 2.8% | +4,177+5.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 178,423 | $663.6 萬 | 2.8% | +11,240+6.7% | 加碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 393,414 | $661.3 萬 | 2.8% | +22,367+6.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 48,590 | $650.2 萬 | 2.7% | +2,527+5.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 104,233 | $623.2 萬 | 2.6% | +5,511+5.6% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 98,698 | $612.0 萬 | 2.6% | +5,343+5.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 67,878 | $609.1 萬 | 2.6% | +4,239+6.7% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 161,798 | $601.1 萬 | 2.5% | +7,811+5.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 370,225 | $590.5 萬 | 2.5% | +23,576+6.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 110,287 | $587.4 萬 | 2.5% | +8,093+7.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 217,173 | $574.6 萬 | 2.4% | +11,281+5.5% | 加碼 | 歷史 |
| UVVUniversal Corp | COM | 114,137 | $570.0 萬 | 2.4% | +6,377+5.9% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 91,108 | $549.0 萬 | 2.3% | +5,444+6.4% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 146,583 | $486.7 萬 | 2.0% | +14,281+10.8% | 加碼 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 60,067 | $436.2 萬 | 1.8% | +7,270+13.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,340 | $176.4 萬 | 0.7% | −1,021−4.2% | 減碼 | – |
| EMREmerson Electric Co | Stock | 16,820 | $152.0 萬 | 0.6% | −1,771−9.5% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 52,333 | $139.8 萬 | 0.6% | −5,952−10.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,809 | $95.7 萬 | 0.4% | +238+9.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,494 | $83.4 萬 | 0.3% | −209−3.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,187 | $81.2 萬 | 0.3% | +768+22.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,307 | $73.7 萬 | 0.3% | +4,035+123.3% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 5,530 | $64.6 萬 | 0.3% | −271−4.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,881 | $64.1 萬 | 0.3% | +48+2.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,562 | $60.2 萬 | 0.3% | −339−6.9% | 減碼 | 歷史 |
| KSSKOHLS Corp | Stock | 25,799 | $59.5 萬 | 0.2% | −2,254−8.0% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,202 | $58.4 萬 | 0.2% | +4,202 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 7,726 | $57.3 萬 | 0.2% | +3,831+98.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,910 | $56.4 萬 | 0.2% | +1,623+126.1% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 2,514 | $55.6 萬 | 0.2% | +1,091+76.7% | 加碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 15,098 | $55.1 萬 | 0.2% | +7,747+105.4% | 加碼 | 歷史 |
| RWTRedwood Trust Inc | COM | 86,071 | $54.8 萬 | 0.2% | +86,071 | 新進 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 21,668 | $54.2 萬 | 0.2% | +21,668 | 新進 | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 6,842 | $54.1 萬 | 0.2% | +3,932+135.1% | 加碼 | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 38,671 | $54.1 萬 | 0.2% | +14,614+60.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 7,652 | $52.9 萬 | 0.2% | +7,652 | 新進 | 歷史 |
| VICIVici Properties Inc. | COM | 16,767 | $52.7 萬 | 0.2% | +1,677+11.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,629 | $52.6 萬 | 0.2% | +661+68.3% | 加碼 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 22,268 | $52.2 萬 | 0.2% | +22,268 | 新進 | – |
| QCOMQualcomm Inc | Stock | 4,298 | $51.2 萬 | 0.2% | −81−1.8% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 623 | $49.1 萬 | 0.2% | −38−5.7% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 5,121 | $48.4 萬 | 0.2% | −400−7.2% | 減碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 13,275 | $48.4 萬 | 0.2% | +13,275 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,480 | $46.0 萬 | 0.2% | +44+3.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 922 | $44.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,470 | $43.9 萬 | 0.2% | −47−3.1% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,430 | $42.8 萬 | 0.2% | −16−1.1% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,517 | $42.6 萬 | 0.2% | −116−4.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 747 | $40.2 萬 | 0.2% | +32+4.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,158 | $40.0 萬 | 0.2% | −61−2.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 5,681 | $39.7 萬 | 0.2% | −234−4.0% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 7,723 | $39.1 萬 | 0.2% | +77+1.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,717 | $38.8 萬 | 0.2% | −34−1.9% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,041 | $38.5 萬 | 0.2% | −106−2.6% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 5,238 | $38.1 萬 | 0.2% | −138−2.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,519 | $38.0 萬 | 0.2% | −34−2.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,413 | $37.9 萬 | 0.2% | −27−1.1% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,507 | $37.2 萬 | 0.2% | −51−2.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,130 | $36.9 萬 | 0.2% | −75−1.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,641 | $36.4 萬 | 0.2% | +155+4.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,013 | $36.2 萬 | 0.2% | +96+5.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,519 | $34.8 萬 | 0.1% | −52−2.0% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,612 | $34.7 萬 | 0.1% | −30−1.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 393 | $34.1 萬 | 0.1% | −231−37.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,540 | $33.8 萬 | 0.1% | −24−1.5% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,286 | $33.8 萬 | 0.1% | −64−2.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 4,348 | $32.3 萬 | 0.1% | −55−1.2% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 2,011 | $32.0 萬 | 0.1% | −12−0.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,135 | $31.9 萬 | 0.1% | −51−1.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,899 | $31.6 萬 | 0.1% | −38−1.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,351 | $30.6 萬 | 0.1% | +102+8.2% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 8,469 | $30.4 萬 | 0.1% | −5,221−38.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,393 | $29.9 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,659 | $29.8 萬 | 0.1% | +114+4.5% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,713 | $29.7 萬 | 0.1% | +7,713 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 3,017 | $29.4 萬 | 0.1% | −33−1.1% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,129 | $29.3 萬 | 0.1% | +158+5.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,550 | $28.7 萬 | 0.1% | +120+8.4% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 7,044 | $28.3 萬 | 0.1% | +81+1.2% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 2,667 | $27.8 萬 | 0.1% | +2,667 | 新進 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 9,347 | $27.7 萬 | 0.1% | +329+3.6% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 814 | $27.4 萬 | 0.1% | +82+11.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 644 | $27.2 萬 | 0.1% | +644 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,291 | $26.9 萬 | 0.1% | +66+1.6% | 加碼 | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 2,455 | $25.6 萬 | 0.1% | −282−10.3% | 減碼 | – |
2023 年第 1 季之後清倉（12 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KMIKinder Morgan, Inc. | Stock | 24,375 | $42.7 萬 | 0.2% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,105 | $37.7 萬 | 0.2% | 歷史 |
| WSOWatsco Inc | COM | 1,147 | $36.5 萬 | 0.2% | 歷史 |
| MGRCMcGrath Rentcorp | COM | 3,668 | $34.2 萬 | 0.2% | 歷史 |
| CMPCompass Minerals International Inc | Stock | 9,025 | $30.9 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 1,876 | $30.6 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,067 | $30.5 萬 | 0.1% | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 2,708 | $29.7 萬 | 0.1% | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 33,702 | $29.6 萬 | 0.1% | 歷史 |
| EXCExelon Corp | Stock | 5,571 | $23.3 萬 | 0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,204 | $21.7 萬 | 0.1% | 歷史 |
| AGFirst Majestic Silver Corp | COM | 15,736 | $11.3 萬 | 0.1% | 歷史 |