Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 163
- 較 2022 年第 1 季 +63
- 總值
- $9,907 萬
- 較 2022 年第 1 季 −$1,107 萬 (−10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,274 | $441.3 萬 | 4.5% | +45+0.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,922 | $380.7 萬 | 3.8% | −3,900−7.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,597 | $246.5 萬 | 2.5% | +15+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 15,610 | $226.0 萬 | 2.3% | −100−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,141 | $216.7 萬 | 2.2% | −525−1.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,630 | $210.5 萬 | 2.1% | −1,191−8.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,734 | $208.8 萬 | 2.1% | −25−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,664 | $207.0 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 8,400 | $204.4 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 21,835 | $202.3 萬 | 2.0% | −480−2.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,069 | $198.6 萬 | 2.0% | +675+5.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,291 | $185.4 萬 | 1.9% | +455+2.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 35,340 | $185.3 萬 | 1.9% | −1,335−3.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,370 | $185.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,381 | $183.7 萬 | 1.9% | +435+3.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,860 | $178.6 萬 | 1.8% | +220+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 797 | $173.7 萬 | 1.8% | −15−1.8% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,353 | $170.3 萬 | 1.7% | +75+0.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 38,942 | $166.0 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37,970 | $165.3 萬 | 1.7% | +5,125+15.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,881 | $164.7 萬 | 1.7% | +75+0.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 41,456 | $155.1 萬 | 1.6% | +125+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,576 | $152.2 萬 | 1.5% | +340+6.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,345 | $150.3 萬 | 1.5% | +550+4.3% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,651 | $150.3 萬 | 1.5% | +165+6.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,272 | $149.2 萬 | 1.5% | +315+2.6% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 29,950 | $148.9 萬 | 1.5% | −1,000−3.2% | 減碼 | – |
| GLWCorning Inc | COM | 46,645 | $147.0 萬 | 1.5% | +275+0.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 15,531 | $146.6 萬 | 1.5% | +560+3.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 18,760 | $142.7 萬 | 1.4% | +740+4.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,443 | $139.7 萬 | 1.4% | +200+1.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,558 | $136.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,825 | $136.3 萬 | 1.4% | −35−1.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,234 | $129.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,705 | $125.2 萬 | 1.3% | +175+2.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,479 | $122.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| WRBBerkley W R Corp | COM | 17,340 | $119.4 萬 | 1.2% | −100−0.6% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 17,640 | $119.1 萬 | 1.2% | +325+1.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,083 | $112.2 萬 | 1.1% | +225+1.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 8,486 | $109.8 萬 | 1.1% | +325+4.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 38,370 | $108.8 萬 | 1.1% | +38,370 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 7,558 | $106.7 萬 | 1.1% | +75+1.0% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 12,890 | $106.1 萬 | 1.1% | −715−5.3% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 41,305 | $102.9 萬 | 1.0% | +8,525+26.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $102.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,939 | $101.2 萬 | 1.0% | −3,250−14.0% | 減碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,570 | $99.2 萬 | 1.0% | +35+0.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,487 | $95.8 萬 | 1.0% | +75+1.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,785 | $93.7 萬 | 0.9% | −2,335−16.5% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,980 | $93.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 20,250 | $93.1 萬 | 0.9% | +1,725+9.3% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 19,500 | $91.2 萬 | 0.9% | +1,000+5.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,810 | $90.7 萬 | 0.9% | +865+4.8% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,675 | $85.2 萬 | 0.9% | +2,850+59.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 40,100 | $84.0 萬 | 0.8% | −1,100−2.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 40,370 | $80.6 萬 | 0.8% | 00.0% | 不變 | – |
| SPHRSphere Entertainment Co. | CL A | 14,992 | $78.9 萬 | 0.8% | +80+0.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,501 | $76.0 萬 | 0.8% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 9,490 | $67.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,015 | $63.2 萬 | 0.6% | +485+8.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $58.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,200 | $55.2 萬 | 0.6% | +840+19.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,150 | $48.2 萬 | 0.5% | −17−0.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,000 | $41.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,496 | $36.9 萬 | 0.4% | −6−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $36.3 萬 | 0.4% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 19,000 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,524 | $33.3 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,211 | $33.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 541 | $25.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $22.2 萬 | 0.2% | 00.0% | 不變 | – |
| AONAon plc | CL A | 800 | $21.6 萬 | 0.2% | −200−20.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 97 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 600 | $19.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,275 | $19.5 萬 | 0.2% | −1,150−26.0% | 減碼 | – |
| RGLDRoyal Gold Inc | Stock | 1,760 | $18.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 25,000 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $17.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,125 | $17.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,715 | $14.2 萬 | 0.1% | +2,715 | 新進 | – |
| FDXFedEx Corp | Stock | 615 | $14.0 萬 | 0.1% | +615 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 936 | $14.0 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 700 | $13.8 萬 | 0.1% | +700 | 新進 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 2,300 | $12.9 萬 | 0.1% | +2,300 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 248 | $12.0 萬 | 0.1% | +248 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 1,475 | $11.2 萬 | 0.1% | +1,475 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 633 | $11.0 萬 | 0.1% | +633 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 200 | $10.9 萬 | 0.1% | +200 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 585 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 1,560 | $9.90 萬 | 0.1% | +1,560 | 新進 | 歷史 |
| BENFranklin Templeton Inc | COM | 4,105 | $9.70 萬 | 0.1% | +4,105 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 375 | $9.50 萬 | 0.1% | +375 | 新進 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,300 | $9.50 萬 | 0.1% | +2,300 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $9.00 萬 | 0.1% | 00.0% | 不變 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 12,400 | $9.00 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 7,650 | $8.90 萬 | 0.1% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 2,106 | $8.30 萬 | 0.1% | +2,106 | 新進 | 歷史 |
| CMICummins Inc | Stock | 422 | $8.20 萬 | 0.1% | +422 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 159 | $8.20 萬 | 0.1% | +159 | 新進 | 歷史 |