Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 100
- 較 2021 年第 4 季 −4
- 總值
- $1.10 億
- 較 2021 年第 4 季 +$129.7 萬 (+1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,229 | $562.8 萬 | 5.1% | −457−1.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 53,822 | $420.3 萬 | 3.8% | +2,110+4.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,582 | $295.4 萬 | 2.7% | −145−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 15,710 | $255.8 萬 | 2.3% | +115+0.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 32,845 | $235.5 萬 | 2.1% | +3,275+11.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,821 | $231.3 萬 | 2.1% | +1,197+9.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,315 | $225.9 萬 | 2.1% | +730+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 812 | $225.8 萬 | 2.1% | −13−1.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,806 | $220.8 萬 | 2.0% | +320+2.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 38,942 | $217.1 萬 | 2.0% | +3,480+9.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,946 | $213.1 萬 | 1.9% | +498+3.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,666 | $209.3 萬 | 1.9% | +2,950+11.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,664 | $206.7 萬 | 1.9% | +632+5.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,971 | $205.3 萬 | 1.9% | +3,875+34.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 41,331 | $204.8 萬 | 1.9% | +9,350+29.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,400 | $203.1 萬 | 1.8% | +717+9.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,370 | $201.9 萬 | 1.8% | −388−4.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 36,675 | $189.9 萬 | 1.7% | −2,302−5.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,759 | $188.3 萬 | 1.7% | +850+3.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 18,836 | $186.6 萬 | 1.7% | +70+0.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,278 | $185.0 萬 | 1.7% | +1,925+17.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,236 | $184.8 萬 | 1.7% | −145−2.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,957 | $178.1 萬 | 1.6% | +1,757+17.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,479 | $177.7 萬 | 1.6% | −285−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,795 | $174.4 萬 | 1.6% | +503+4.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,394 | $174.1 萬 | 1.6% | +2,622+24.3% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 46,370 | $171.2 萬 | 1.6% | +5,735+14.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,640 | $170.5 萬 | 1.5% | +475+2.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,243 | $170.1 萬 | 1.5% | +3,494+29.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,558 | $161.8 萬 | 1.5% | +1,470+8.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 7,483 | $158.8 萬 | 1.4% | −250−3.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 18,020 | $157.5 萬 | 1.4% | −135−0.7% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 17,315 | $155.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 30,950 | $154.0 萬 | 1.4% | +1,500+5.1% | 加碼 | – |
| GHCGraham Holdings Co | COM CL B | 2,486 | $152.0 萬 | 1.4% | +815+48.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,234 | $151.9 萬 | 1.4% | +630+8.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,860 | $140.5 萬 | 1.3% | −12−0.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,120 | $138.4 萬 | 1.3% | +665+4.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,530 | $130.3 萬 | 1.2% | +1,100+14.8% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 32,780 | $124.7 萬 | 1.1% | +6,240+23.5% | 加碼 | – |
| SPHRSphere Entertainment Co. | CL A | 14,912 | $124.2 萬 | 1.1% | +1,000+7.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $122.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 8,161 | $121.5 萬 | 1.1% | +1,520+22.9% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 18,500 | $120.9 萬 | 1.1% | +2,065+12.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,858 | $120.3 萬 | 1.1% | +725+3.8% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 13,605 | $119.8 萬 | 1.1% | +215+1.6% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 17,945 | $118.3 萬 | 1.1% | +310+1.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,189 | $118.1 萬 | 1.1% | +965+4.3% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,535 | $117.2 萬 | 1.1% | +268+4.3% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 17,440 | $116.1 萬 | 1.1% | +5,511+46.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,412 | $109.4 萬 | 1.0% | −225−4.0% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,980 | $104.9 萬 | 1.0% | −341−7.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 18,525 | $98.9 萬 | 0.9% | +955+5.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 41,200 | $97.4 萬 | 0.9% | −1,113−2.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $88.1 萬 | 0.8% | −353−10.8% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,501 | $81.7 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 40,370 | $80.6 萬 | 0.7% | −5,000−11.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 218 | $71.1 萬 | 0.6% | +20+10.1% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,530 | $70.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 4,825 | $70.0 萬 | 0.6% | −50−1.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 9,490 | $68.8 萬 | 0.6% | +1,595+20.2% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,000 | $55.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,167 | $51.3 萬 | 0.5% | −400−11.2% | 減碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 19,000 | $46.6 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $42.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,524 | $37.3 萬 | 0.3% | −75−2.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,502 | $37.1 萬 | 0.3% | −50−3.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,211 | $36.2 萬 | 0.3% | −10−0.8% | 減碼 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 25,000 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,000 | $32.6 萬 | 0.3% | −202−16.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 541 | $31.2 萬 | 0.3% | −10−1.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $28.3 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 97 | $27.1 萬 | 0.2% | −11−10.2% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 600 | $26.7 萬 | 0.2% | −100−14.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 4,425 | $26.4 萬 | 0.2% | 00.0% | 不變 | – |
| RGLDRoyal Gold Inc | Stock | 1,760 | $24.9 萬 | 0.2% | +1,760 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $24.7 萬 | 0.2% | −15−2.5% | 減碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $22.6 萬 | 0.2% | +25,750 | 新進 | 歷史 |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 12,400 | $21.9 萬 | 0.2% | +1,100+9.7% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 7,650 | $21.8 萬 | 0.2% | +700+10.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 1,125 | $20.6 萬 | 0.2% | −8−0.7% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 585 | $20.4 萬 | 0.2% | −50−7.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 936 | $16.5 萬 | 0.1% | −30−3.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $9.80 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $6.40 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $6.00 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $6.00 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $5.90 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $5.30 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 638 | $4.70 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $5,000 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 50 | $2,000 | <0.1% | +50 | 新進 | 歷史 |
2021 年第 4 季之後清倉（7 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BPBP PLC | ADR | 28,550 | $76.0 萬 | 0.7% | 歷史 |
| ETNEaton Corp plc | Stock | 4,081 | $70.5 萬 | 0.6% | 歷史 |
| COFCapital One Financial Corp | Stock | 2,392 | $34.7 萬 | 0.3% | 歷史 |
| BENFranklin Templeton Inc | COM | 6,895 | $23.3 萬 | 0.2% | 歷史 |
| FDXFedEx Corp | Stock | 822 | $21.3 萬 | 0.2% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,300 | $20.5 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 1,394 | $3.80 萬 | <0.1% | – |