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 |
|---|---|---|---|---|---|---|---|
| KDKyndryl Holdings, Inc. | Stock | 39 | $0 | 0.0% | +39 | 新進 | 歷史 |
| ZIMVZimVie Inc. | Stock | 28 | $0 | 0.0% | +28 | 新進 | 歷史 |
| CHWYChewy, Inc. | CL A | 10 | $0 | 0.0% | +10 | 新進 | 歷史 |
| KODKEastman Kodak Co | COM NEW | 50 | $0 | 0.0% | +50 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| PCGPG&E Corp | Stock | 169 | $2,000 | <0.1% | +169 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 19 | $2,000 | <0.1% | +19 | 新進 | 歷史 |
| EMBCEmbecta Corp. | Stock | 60 | $2,000 | <0.1% | +60 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 50 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 20 | $3,000 | <0.1% | +20 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 6 | $4,000 | <0.1% | +6 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $4,000 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $5,000 | <0.1% | +25 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 80 | $6,000 | <0.1% | +80 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 200 | $6,000 | <0.1% | +200 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 90 | $6,000 | <0.1% | +90 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 15 | $6,000 | <0.1% | +15 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $7,000 | <0.1% | 00.0% | 不變 | – |
| CHPTChargePoint Holdings, Inc. | COM CL A | 500 | $7,000 | <0.1% | +500 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 100 | $8,000 | <0.1% | +100 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $9,000 | <0.1% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 100 | $9,000 | <0.1% | +100 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 43 | $1.00 萬 | <0.1% | +43 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 50 | $1.10 萬 | <0.1% | +50 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 200 | $1.20 萬 | <0.1% | +200 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 30 | $1.40 萬 | <0.1% | +30 | 新進 | 歷史 |
| CNICanadian National Railway Co | Stock | 150 | $1.70 萬 | <0.1% | +150 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 179 | $1.80 萬 | <0.1% | +179 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 660 | $1.90 萬 | <0.1% | +660 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 100 | $2.00 萬 | <0.1% | +100 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 326 | $2.00 萬 | <0.1% | −312−48.9% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 149 | $2.00 萬 | <0.1% | +149 | 新進 | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 80 | $2.60 萬 | <0.1% | +80 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 238 | $2.60 萬 | <0.1% | +238 | 新進 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 1,419 | $3.00 萬 | <0.1% | +1,419 | 新進 | 歷史 |
| VFCV F Corp | Stock | 861 | $3.80 萬 | <0.1% | +861 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.50 萬 | <0.1% | +200 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 400 | $4.60 萬 | <0.1% | +400 | 新進 | 歷史 |
| WHRWhirlpool Corp | Stock | 300 | $4.60 萬 | <0.1% | +300 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 420 | $4.60 萬 | <0.1% | +420 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 110 | $4.70 萬 | <0.1% | +110 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 100 | $4.70 萬 | <0.1% | +100 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $5.00 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $5.10 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $5.20 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 145 | $5.30 萬 | 0.1% | +145 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 210 | $5.80 萬 | 0.1% | +210 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 250 | $5.80 萬 | 0.1% | +250 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 185 | $6.00 萬 | 0.1% | +185 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 660 | $6.00 萬 | 0.1% | +660 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,165 | $6.30 萬 | 0.1% | +1,165 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 50 | $6.50 萬 | 0.1% | +50 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,460 | $7.30 萬 | 0.1% | +5,460 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 300 | $7.40 萬 | 0.1% | +300 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $7.70 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 378 | $8.10 萬 | 0.1% | +378 | 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 |
| CMCSAComcast Corp | Stock | 2,106 | $8.30 萬 | 0.1% | +2,106 | 新進 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 7,650 | $8.90 萬 | 0.1% | 00.0% | 不變 | – |
| 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 | – |
| 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 | – |
| BENFranklin Templeton Inc | COM | 4,105 | $9.70 萬 | 0.1% | +4,105 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,560 | $9.90 萬 | 0.1% | +1,560 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 585 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 200 | $10.9 萬 | 0.1% | +200 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 633 | $11.0 萬 | 0.1% | +633 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 1,475 | $11.2 萬 | 0.1% | +1,475 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 248 | $12.0 萬 | 0.1% | +248 | 新進 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 2,300 | $12.9 萬 | 0.1% | +2,300 | 新進 | 歷史 |
| VVisa Inc. | Stock | 700 | $13.8 萬 | 0.1% | +700 | 新進 | 歷史 |
| 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 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,715 | $14.2 萬 | 0.1% | +2,715 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 1,125 | $17.3 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 |
| AGFirst Majestic Silver Corp | COM | 25,000 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,760 | $18.9 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 | – |
| TYLTyler Technologies Inc | COM | 600 | $19.9 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 | – |
| GOOGAlphabet Inc. | Stock | 97 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 800 | $21.6 萬 | 0.2% | −200−20.0% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $22.2 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 541 | $25.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,211 | $33.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,524 | $33.3 萬 | 0.3% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 19,000 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $36.3 萬 | 0.4% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,496 | $36.9 萬 | 0.4% | −6−0.4% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,000 | $41.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |