Insight Advisors, LLC
- SEC CIK
- 0001844880
- 最新申報
- 2026/8/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 309
- 較 2021 年第 1 季 −19
- 總值
- $3.19 億
- 較 2021 年第 1 季 +$292.3 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 133,979 | $1,950 萬 | 6.1% | −2,837−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,259 | $1,086 萬 | 3.4% | +142+4.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 23,607 | $639.7 萬 | 2.0% | −113−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,414 | $609.9 萬 | 1.9% | +391+1.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,012 | $553.2 萬 | 1.7% | +21,471+328.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 48,268 | $524.3 萬 | 1.6% | +7,431+18.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,665 | $520.3 萬 | 1.6% | +1,698+5.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,386 | $513.5 萬 | 1.6% | −1,045−5.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,722 | $464.4 萬 | 1.5% | −127−6.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,690 | $462.7 萬 | 1.5% | +60.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 8,334 | $429.3 萬 | 1.3% | −565−6.3% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 34,899 | $422.7 萬 | 1.3% | −996−2.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 11,599 | $408.2 萬 | 1.3% | +732+6.7% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 48,213 | $407.2 萬 | 1.3% | −592−1.2% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 65,442 | $400.5 萬 | 1.3% | +364+0.6% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 13,767 | $374.4 萬 | 1.2% | −1,382−9.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,008 | $355.4 萬 | 1.1% | +160+3.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,955 | $305.7 萬 | 1.0% | −55−0.8% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 32,905 | $304.1 萬 | 1.0% | +3,508+11.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 71,211 | $288.7 萬 | 0.9% | +10,371+17.0% | 加碼 | – |
| SIGISelective Insurance Group Inc | COM | 35,295 | $285.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,727 | $267.1 萬 | 0.8% | −1,649−2.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 41,227 | $260.3 萬 | 0.8% | −2,860−6.5% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 20,851 | $255.8 萬 | 0.8% | −1,877−8.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 53,109 | $253.8 萬 | 0.8% | +19,733+59.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,109 | $251.2 萬 | 0.8% | −1,655−8.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 7,658 | $250.6 萬 | 0.8% | −906−10.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 78,709 | $248.9 萬 | 0.8% | +8,208+11.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 13,030 | $247.8 萬 | 0.8% | +340+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,154 | $245.0 萬 | 0.8% | −440−4.2% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 61,023 | $239.7 萬 | 0.8% | +3,177+5.5% | 加碼 | – |
| Kraneshares Tr500767876 | EMRNG MKT CONS | 80,790 | $237.8 萬 | 0.7% | +3,962+5.2% | 加碼 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 35,961 | $224.5 萬 | 0.7% | +6,391+21.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,788 | $222.5 萬 | 0.7% | −168−2.1% | 減碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 41,708 | $220.8 萬 | 0.7% | +4,326+11.6% | 加碼 | – |
| ROKURoku, Inc | COM CL A | 5,037 | $212.2 萬 | 0.7% | +400+8.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,697 | $205.6 萬 | 0.6% | −145−3.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 33,514 | $200.9 萬 | 0.6% | +1,947+6.2% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 31,300 | $199.0 萬 | 0.6% | +25,527+442.2% | 加碼 | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 71,938 | $199.0 萬 | 0.6% | +30,829+75.0% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 40,361 | $197.7 萬 | 0.6% | +11,144+38.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 16,694 | $192.3 萬 | 0.6% | +61+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,941 | $188.5 萬 | 0.6% | −3,057−21.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 35,726 | $181.2 萬 | 0.6% | −5,798−14.0% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 48,044 | $177.3 萬 | 0.6% | +2,742+6.1% | 加碼 | – |
| FSRFisker Inc. | CL A COM STK | 109,650 | $175.0 萬 | 0.5% | −33,830−23.6% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 9,731 | $170.2 萬 | 0.5% | −1,437−12.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 23,407 | $166.6 萬 | 0.5% | +7,773+49.7% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 48,568 | $157.6 萬 | 0.5% | +466+1.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,126 | $154.9 萬 | 0.5% | −625−3.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 20,144 | $153.5 萬 | 0.5% | −18−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,752 | $152.5 萬 | 0.5% | −2,008−15.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,589 | $149.4 萬 | 0.5% | +140+1.3% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 70,805 | $146.3 萬 | 0.5% | −9,526−11.9% | 減碼 | – |
| XYZBlock, Inc. | CL A | 5,205 | $141.8 萬 | 0.4% | +1,489+40.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 37,746 | $139.9 萬 | 0.4% | +11,522+43.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,251 | $139.4 萬 | 0.4% | +5,149+125.5% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 42,361 | $139.1 萬 | 0.4% | −4,573−9.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,277 | $134.8 萬 | 0.4% | −32−1.0% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 49,112 | $132.4 萬 | 0.4% | −20,736−29.7% | 減碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 24,432 | $132.2 萬 | 0.4% | +188+0.8% | 加碼 | – |
| AXPAmerican Express Co | Stock | 7,708 | $130.5 萬 | 0.4% | −187−2.4% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 42,053 | $126.2 萬 | 0.4% | +1,406+3.5% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 5,168 | $124.1 萬 | 0.4% | −779−13.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,453 | $123.9 萬 | 0.4% | −1,159−20.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 451 | $122.7 萬 | 0.4% | +8+1.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,249 | $122.4 萬 | 0.4% | −508−3.0% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,831 | $122.1 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,122 | $120.2 萬 | 0.4% | −1,908−21.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 32,597 | $119.9 萬 | 0.4% | −3,508−9.7% | 減碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 24,418 | $115.1 萬 | 0.4% | +12,466+104.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 24,611 | $112.7 萬 | 0.4% | −372−1.5% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 125,000 | $111.0 萬 | 0.3% | +10,500+9.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 29,379 | $108.9 萬 | 0.3% | −1,122−3.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 18,871 | $105.2 萬 | 0.3% | −2,554−11.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,184 | $105.0 萬 | 0.3% | +97+1.6% | 加碼 | – |
| WisdomTree Tr97717Y717 | GROWTH LEADERS | 21,892 | $104.8 萬 | 0.3% | +16,505+306.4% | 加碼 | – |
| FFord Motor Co | Stock | 73,776 | $102.6 萬 | 0.3% | −1,927−2.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,507 | $101.7 萬 | 0.3% | −202−3.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 18,752 | $101.2 萬 | 0.3% | −1,939−9.4% | 減碼 | – |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 32,551 | $100.1 萬 | 0.3% | +24,811+320.6% | 加碼 | – |
| TWLOTwilio Inc | CL A | 2,625 | $99.6 萬 | 0.3% | −23−0.9% | 減碼 | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 83,670 | $98.8 萬 | 0.3% | +23,500+39.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,466 | $97.7 萬 | 0.3% | −59−0.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,826 | $97.4 萬 | 0.3% | −175−8.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,728 | $95.6 萬 | 0.3% | +675+8.4% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 15,090 | $94.9 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 23,532 | $92.9 萬 | 0.3% | +1,485+6.7% | 加碼 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 8,247 | $92.4 萬 | 0.3% | +419+5.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,593 | $91.7 萬 | 0.3% | −1,491−9.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 16,826 | $91.7 萬 | 0.3% | −1,899−10.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,187 | $89.3 萬 | 0.3% | −78−2.4% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 3,679 | $88.6 萬 | 0.3% | +127+3.6% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 5,156 | $87.5 萬 | 0.3% | −42−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,081 | $86.5 萬 | 0.3% | −770−11.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 31,617 | $85.9 萬 | 0.3% | −3,998−11.2% | 減碼 | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 34,075 | $85.5 萬 | 0.3% | −3,639−9.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 41,655 | $85.0 萬 | 0.3% | +41,655 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 19,644 | $84.8 萬 | 0.3% | −1,606−7.6% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 6,944 | $83.6 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（44 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 124,300 | $279.8 萬 | 0.9% | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 25,112 | $122.0 萬 | 0.4% | – |
| IPWRIdeal Power Inc. | COM NEW | 92,350 | $87.3 萬 | 0.3% | 歷史 |
| LUVSouthwest Airlines Co | COM | 11,023 | $69.2 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 6,080 | $53.2 萬 | 0.2% | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 4,128 | $51.2 萬 | 0.2% | – |
| NOCNorthrop Grumman Corp | Stock | 1,355 | $48.0 萬 | 0.2% | 歷史 |
| WMWaste Management Inc | Stock | 3,373 | $47.0 萬 | 0.1% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 38,850 | $45.4 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,159 | $44.1 萬 | 0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,799 | $43.7 萬 | 0.1% | 歷史 |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 32,705 | $42.9 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 5,423 | $41.7 萬 | 0.1% | – |
| KMXCarMax Inc | COM | 3,090 | $41.5 萬 | 0.1% | 歷史 |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 24,700 | $37.2 萬 | 0.1% | – |
| PAVMPAVmed Inc. | COM | 79,300 | $36.2 萬 | 0.1% | 歷史 |
| LTHMLivent Corp. | COM | 19,993 | $36.0 萬 | 0.1% | 歷史 |
| GS Acquisition Hldgs Corp II36258Q105 | COM CL A | 33,970 | $35.1 萬 | 0.1% | – |
| EXASExact Sciences Corp | COM | 2,625 | $34.1 萬 | 0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 3,518 | $31.5 萬 | 0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,118 | $31.4 萬 | 0.1% | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 32,765 | $30.6 萬 | 0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,950 | $27.5 萬 | 0.1% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 6,915 | $26.6 萬 | 0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,876 | $26.3 萬 | 0.1% | – |
| KOPNKopin Corp | COM | 31,870 | $26.2 萬 | 0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 4,210 | $25.8 萬 | 0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,269 | $25.5 萬 | 0.1% | 歷史 |
| RMORomeo Power, Inc. | COM | 29,200 | $25.1 萬 | 0.1% | 歷史 |
| PRTSCarParts.com, Inc. | COM | 13,700 | $23.7 萬 | 0.1% | 歷史 |
| SIOXSio Gene Therapies Inc. | COMMON | 82,700 | $23.2 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 456 | $23.1 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 905 | $22.8 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 4,610 | $22.2 萬 | 0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,178 | $22.1 萬 | 0.1% | 歷史 |
| HALHalliburton Co | Stock | 10,733 | $22.1 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,036 | $21.4 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,470 | $21.3 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 5,206 | $21.2 萬 | 0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 2,655 | $20.5 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,724 | $20.1 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,691 | $20.0 萬 | 0.1% | – |
| Thunder BRDG Acquistion II LG8857S116 | CL A SHS | 13,200 | $13.3 萬 | <0.1% | – |
| BBBLACKBERRY Ltd | COM | 10,018 | $8.80 萬 | <0.1% | 歷史 |