Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/9 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 88
- 較 2023 年第 1 季 0
- 總值
- $9,720 萬
- 較 2023 年第 1 季 +$445.3 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 29,126 | $565.0 萬 | 5.8% | −174−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,540 | $324.9 萬 | 3.3% | +28+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 15,725 | $247.4 萬 | 2.5% | +50+0.3% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 38,165 | $228.2 萬 | 2.3% | +385+1.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,637 | $224.2 萬 | 2.3% | +1,220+4.3% | 加碼 | – |
| AXPAmerican Express Co | Stock | 12,761 | $222.3 萬 | 2.3% | +755+6.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,930 | $220.7 萬 | 2.3% | +1,770+11.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,910 | $220.6 萬 | 2.3% | −75−0.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,188 | $216.6 萬 | 2.2% | −115−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,860 | $213.0 萬 | 2.2% | −100−0.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,969 | $207.3 萬 | 2.1% | −110−0.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,113 | $205.3 萬 | 2.1% | +1,510+12.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 16,656 | $198.3 萬 | 2.0% | +1,330+8.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,684 | $196.5 萬 | 2.0% | +1,000+7.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,300 | $195.1 萬 | 2.0% | −100−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 37,192 | $192.4 萬 | 2.0% | +700+1.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,654 | $182.9 萬 | 1.9% | −100−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,452 | $180.0 萬 | 1.9% | −505−4.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,824 | $179.2 萬 | 1.8% | −340−3.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 21,013 | $178.2 萬 | 1.8% | +1,555+8.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 18,039 | $176.7 萬 | 1.8% | −290−1.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 88,830 | $175.4 萬 | 1.8% | +9,500+12.0% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 13,695 | $171.4 萬 | 1.8% | +1,775+14.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,800 | $167.8 萬 | 1.7% | +50+0.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,335 | $162.9 萬 | 1.7% | −370−4.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,771 | $162.7 萬 | 1.7% | −10−0.2% | 減碼 | 歷史 |
| BPBP PLC | ADR | 44,970 | $158.7 萬 | 1.6% | +2,975+7.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 12,010 | $158.4 萬 | 1.6% | +2,975+32.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 45,100 | $158.0 萬 | 1.6% | +655+1.5% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,757 | $157.6 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 13,728 | $149.7 萬 | 1.5% | +1,015+8.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,331 | $149.2 萬 | 1.5% | +275+1.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 16,540 | $147.7 萬 | 1.5% | +2,340+16.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 17,092 | $146.0 萬 | 1.5% | +880+5.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 16,023 | $141.2 萬 | 1.5% | +1,345+9.2% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 16,532 | $138.3 萬 | 1.4% | −67−0.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,700 | $132.9 萬 | 1.4% | +150+1.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,299 | $129.7 萬 | 1.3% | +1,050+11.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,526 | $129.4 萬 | 1.3% | −17−0.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,965 | $129.2 萬 | 1.3% | +490+2.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 18,460 | $127.6 萬 | 1.3% | +300+1.7% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,470 | $121.7 萬 | 1.3% | +55+0.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,675 | $118.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,242 | $118.3 萬 | 1.2% | +70+1.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 24,155 | $111.2 萬 | 1.1% | +350+1.5% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 41,685 | $107.4 萬 | 1.1% | +11,295+37.2% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 17,800 | $106.0 萬 | 1.1% | +550+3.2% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 15,890 | $103.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $99.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,710 | $89.5 萬 | 0.9% | −295−7.4% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 14,950 | $74.6 萬 | 0.8% | −2,500−14.3% | 減碼 | – |
| SOSouthern Co | Stock | 10,570 | $74.3 萬 | 0.8% | +1,615+18.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,791 | $66.2 萬 | 0.7% | −15,825−44.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 40,150 | $64.0 萬 | 0.7% | −470−1.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,041 | $63.5 萬 | 0.7% | −600−6.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 14,698 | $54.7 萬 | 0.6% | −1,643−10.1% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 26,170 | $52.3 萬 | 0.5% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,486 | $44.3 萬 | 0.5% | −10−0.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,150 | $42.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 24,870 | $39.6 萬 | 0.4% | −23,875−49.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,435 | $38.3 萬 | 0.4% | −5,930−36.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,186 | $36.8 萬 | 0.4% | −25−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,359 | $33.5 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 525 | $28.3 萬 | 0.3% | −12−2.2% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 600 | $25.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,880 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,485 | $21.6 萬 | 0.2% | −4,230−74.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,125 | $20.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,760 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $20.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 3,900 | $18.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $18.1 萬 | 0.2% | −70−13.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 818 | $13.5 萬 | 0.1% | −20−2.4% | 減碼 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,725 | $10.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $9.02 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 311 | $8.57 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $6.31 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $6.06 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $5.79 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $5.47 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $4.90 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $4.21 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $4.16 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $1.99 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $9,168 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $8,167 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $4,812 | <0.1% | 00.0% | 不變 | – |