Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 97
- 較 2022 年第 3 季 −2
- 總值
- $9,913 萬
- 較 2022 年第 3 季 +$896.1 萬 (+9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,000 | $415.8 萬 | 4.2% | −30−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 15,490 | $278.0 萬 | 2.8% | +180+1.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 36,442 | $274.0 萬 | 2.8% | −1,550−4.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 21,449 | $239.5 萬 | 2.4% | −1,250−5.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,657 | $231.6 萬 | 2.3% | +60+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,630 | $229.6 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,960 | $220.2 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 8,370 | $219.8 萬 | 2.2% | −30−0.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,450 | $209.7 萬 | 2.1% | +55+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,834 | $209.0 萬 | 2.1% | +170+1.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,284 | $201.2 萬 | 2.0% | +215+1.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,449 | $196.3 萬 | 2.0% | +158+0.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,186 | $195.6 萬 | 2.0% | −195−0.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 20,840 | $194.2 萬 | 2.0% | −985−4.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,252 | $187.0 萬 | 1.9% | +310+0.8% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,453 | $183.6 萬 | 1.9% | +100+0.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,463 | $180.5 萬 | 1.8% | +118+0.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 34,890 | $178.8 萬 | 1.8% | −100−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,006 | $177.4 萬 | 1.8% | +135+1.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,432 | $177.0 萬 | 1.8% | +60+0.5% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,911 | $175.9 萬 | 1.8% | +185+6.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,866 | $163.4 萬 | 1.6% | +485+3.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,251 | $162.2 萬 | 1.6% | +25+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,533 | $159.7 萬 | 1.6% | +675+3.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,933 | $158.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 18,392 | $156.4 萬 | 1.6% | +207+1.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 78,330 | $154.6 萬 | 1.6% | +17,170+28.1% | 加碼 | – |
| GLWCorning Inc | COM | 47,825 | $152.8 萬 | 1.5% | +1,180+2.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,190 | $151.7 萬 | 1.5% | +950+5.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 42,420 | $148.2 萬 | 1.5% | +5,575+15.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,274 | $146.5 萬 | 1.5% | +675+7.8% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 39,520 | $146.4 萬 | 1.5% | +1,115+2.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,775 | $142.3 萬 | 1.4% | −50−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,068 | $137.4 萬 | 1.4% | +363+4.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 9,045 | $134.8 萬 | 1.4% | +1,067+13.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,764 | $134.0 萬 | 1.4% | +485+3.7% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 17,800 | $129.2 萬 | 1.3% | +85+0.5% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 25,950 | $129.0 萬 | 1.3% | −3,985−13.3% | 減碼 | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 7,020 | $128.7 萬 | 1.3% | +480+7.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,695 | $127.7 萬 | 1.3% | −836−5.4% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 12,625 | $124.9 萬 | 1.3% | −105−0.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,603 | $121.3 萬 | 1.2% | −115−0.7% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,945 | $121.2 萬 | 1.2% | +135+0.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,725 | $112.6 萬 | 1.1% | −60−0.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 9,710 | $111.6 萬 | 1.1% | +1,650+20.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,332 | $106.2 萬 | 1.1% | −125−2.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,717 | $103.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 4,315 | $101.6 萬 | 1.0% | +170+4.1% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 17,490 | $100.0 萬 | 1.0% | −50−0.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 36,366 | $96.1 萬 | 1.0% | −2,640−6.8% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 21,030 | $95.1 萬 | 1.0% | +1,505+7.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 45,370 | $90.5 萬 | 0.9% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 9,470 | $79.5 萬 | 0.8% | +4,020+73.8% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,130 | $78.2 萬 | 0.8% | +115+1.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $77.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 41,925 | $77.2 萬 | 0.8% | +1,825+4.6% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 41,920 | $71.7 萬 | 0.7% | −635−1.5% | 減碼 | – |
| MMM3M Co | Stock | 5,980 | $71.7 萬 | 0.7% | −1,656−21.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,041 | $67.1 萬 | 0.7% | −2,130−11.1% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,641 | $67.0 萬 | 0.7% | −860−9.1% | 減碼 | – |
| SOSouthern Co | Stock | 8,915 | $63.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LNCLincoln National Corp | COM | 17,660 | $54.3 萬 | 0.5% | −3,215−15.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,150 | $50.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPHRSphere Entertainment Co. | CL A | 10,640 | $47.8 萬 | 0.5% | −2,927−21.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,496 | $39.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,211 | $38.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 2,650 | $35.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,359 | $33.1 萬 | 0.3% | −165−6.5% | 減碼 | – |
| NEMNEWMONT Corp | Stock | 7,000 | $33.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 19,000 | $32.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 6,300 | $29.9 萬 | 0.3% | +2,500+65.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 537 | $24.5 萬 | 0.2% | −4−0.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 680 | $21.7 萬 | 0.2% | 00.0% | 不變 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 25,000 | $20.9 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% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 1,125 | $18.6 萬 | 0.2% | +1,125 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 515 | $18.1 萬 | 0.2% | −79−13.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,880 | $16.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 838 | $13.3 萬 | 0.1% | −98−10.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $8.80 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $7.49 萬 | 0.1% | 00.0% | 不變 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $7.47 萬 | 0.1% | −1,100−8.9% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $5.45 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $5.27 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $5.25 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $4.75 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $4.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $4.00 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $3.89 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 130 | $3.64 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 150 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $1.91 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $8,707 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $7,600 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $3,748 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 50 | $2,065 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。