Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/9 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 99
- 較 2022 年第 2 季 −64
- 總值
- $9,017 萬
- 較 2022 年第 2 季 −$890.3 萬 (−9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,030 | $442.7 萬 | 4.9% | −244−0.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 37,992 | $282.2 萬 | 3.1% | −11,930−23.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,597 | $223.5 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 15,310 | $220.0 萬 | 2.4% | −300−1.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,825 | $208.1 萬 | 2.3% | −100.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,630 | $206.2 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,699 | $197.1 萬 | 2.2% | −35−0.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,381 | $194.7 萬 | 2.2% | −760−2.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,664 | $190.5 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 8,400 | $189.3 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,395 | $178.1 萬 | 2.0% | +25+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,960 | $174.3 萬 | 1.9% | −900−4.3% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,353 | $167.4 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,069 | $167.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 38,405 | $164.8 萬 | 1.8% | +435+1.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,381 | $162.5 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 12,372 | $160.5 萬 | 1.8% | +100+0.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,871 | $160.2 萬 | 1.8% | −10−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 19,291 | $157.9 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 38,942 | $155.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,240 | $155.3 萬 | 1.7% | +300+1.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| PFEPfizer Inc | Stock | 34,990 | $153.1 萬 | 1.7% | −350−1.0% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 29,935 | $148.6 萬 | 1.6% | −15−0.1% | 減碼 | – |
| GHCGraham Holdings Co | COM CL B | 2,726 | $146.7 萬 | 1.6% | +75+2.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 15,531 | $146.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 18,185 | $143.7 萬 | 1.6% | −575−3.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,226 | $139.5 萬 | 1.5% | −350−6.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,345 | $139.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 46,645 | $135.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,599 | $128.5 萬 | 1.4% | +365+4.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,825 | $128.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 15,718 | $126.9 萬 | 1.4% | +275+1.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,933 | $123.8 萬 | 1.4% | −150−0.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 61,160 | $119.2 萬 | 1.3% | +61,160 | 新進 | – |
| TGTTarget Corp | Stock | 7,978 | $118.4 萬 | 1.3% | +420+5.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,858 | $115.2 萬 | 1.3% | −700−3.6% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 17,715 | $114.6 萬 | 1.3% | +375+2.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,705 | $109.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,279 | $108.8 萬 | 1.2% | −200−1.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 12,730 | $106.5 萬 | 1.2% | −160−1.2% | 減碼 | 歷史 |
| BPBP PLC | ADR | 36,845 | $105.2 萬 | 1.2% | −1,525−4.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,457 | $102.5 萬 | 1.1% | −30−0.5% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 17,540 | $100.7 萬 | 1.1% | −100−0.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 39,006 | $100.5 萬 | 1.1% | −2,450−5.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $97.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 8,060 | $95.0 萬 | 1.1% | +385+5.0% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,810 | $92.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LNCLincoln National Corp | COM | 20,875 | $91.7 萬 | 1.0% | +1,375+7.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 45,370 | $89.9 萬 | 1.0% | +5,000+12.4% | 加碼 | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,540 | $89.4 萬 | 1.0% | −30−0.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,785 | $86.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 4,145 | $84.9 萬 | 0.9% | +165+4.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 7,636 | $84.4 萬 | 0.9% | −850−10.0% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 42,555 | $82.0 萬 | 0.9% | +1,250+3.0% | 加碼 | – |
| CCitigroup Inc | Stock | 19,525 | $81.4 萬 | 0.9% | −725−3.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,171 | $72.8 萬 | 0.8% | −768−3.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,501 | $71.9 萬 | 0.8% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,015 | $62.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,450 | $61.6 萬 | 0.7% | +250+4.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 40,100 | $61.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 8,915 | $60.6 萬 | 0.7% | −575−6.1% | 減碼 | 歷史 |
| SPHRSphere Entertainment Co. | CL A | 13,567 | $59.8 萬 | 0.7% | −1,425−9.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $54.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,150 | $42.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $34.9 萬 | 0.4% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,496 | $34.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,211 | $33.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,524 | $31.2 萬 | 0.3% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 19,000 | $29.5 萬 | 0.3% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 7,000 | $29.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 541 | $25.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 800 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 600 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $19.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,275 | $19.5 萬 | 0.2% | 00.0% | 不變 | – |
| AGFirst Majestic Silver Corp | COM | 25,000 | $19.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,880 | $18.1 萬 | 0.2% | −60−3.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 3,800 | $18.0 萬 | 0.2% | +3,800 | 新進 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $17.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 936 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 12,400 | $9.30 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $8.70 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $7.40 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $4.90 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $4.80 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $4.80 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $4.80 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $4.30 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 326 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $8,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $4,000 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 50 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（66 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RGLDRoyal Gold Inc | Stock | 1,760 | $18.9 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,125 | $17.3 萬 | 0.2% | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,715 | $14.2 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 615 | $14.0 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 700 | $13.8 萬 | 0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 2,300 | $12.9 萬 | 0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 248 | $12.0 萬 | 0.1% | 歷史 |
| INCYIncyte Corp | COM | 1,475 | $11.2 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 633 | $11.0 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 200 | $10.9 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 585 | $10.8 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 1,560 | $9.90 萬 | 0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 4,105 | $9.70 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 375 | $9.50 萬 | 0.1% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,300 | $9.50 萬 | 0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 7,650 | $8.90 萬 | 0.1% | – |
| CMCSAComcast Corp | Stock | 2,106 | $8.30 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 422 | $8.20 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 159 | $8.20 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 378 | $8.10 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 300 | $7.40 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,460 | $7.30 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 50 | $6.50 萬 | 0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,165 | $6.30 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 185 | $6.00 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 660 | $6.00 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 210 | $5.80 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 250 | $5.80 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 145 | $5.30 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 110 | $4.70 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 100 | $4.70 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 400 | $4.60 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 300 | $4.60 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 420 | $4.60 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.50 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 861 | $3.80 萬 | <0.1% | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 1,419 | $3.00 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 80 | $2.60 萬 | <0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 238 | $2.60 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 100 | $2.00 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 149 | $2.00 萬 | <0.1% | 歷史 |
| CSXCSX Corp | Stock | 660 | $1.90 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 179 | $1.80 萬 | <0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 150 | $1.70 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 30 | $1.40 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 200 | $1.20 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 50 | $1.10 萬 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 43 | $1.00 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 100 | $9,000 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 100 | $8,000 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 500 | $7,000 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 80 | $6,000 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 200 | $6,000 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 90 | $6,000 | <0.1% | 歷史 |
| TDYTeledyne Technologies Inc | COM | 15 | $6,000 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $5,000 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 6 | $4,000 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 20 | $3,000 | <0.1% | 歷史 |
| PCGPG&E Corp | Stock | 169 | $2,000 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 19 | $2,000 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 60 | $2,000 | <0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5 | $1,000 | <0.1% | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 39 | $0 | 0.0% | 歷史 |
| ZIMVZimVie Inc. | Stock | 28 | $0 | 0.0% | 歷史 |
| CHWYChewy, Inc. | CL A | 10 | $0 | 0.0% | 歷史 |
| KODKEastman Kodak Co | COM NEW | 50 | $0 | 0.0% | 歷史 |