Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/22 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 87
- 較 2023 年第 3 季 +1
- 總值
- $1.02 億
- 較 2023 年第 3 季 +$1,176 萬 (+13.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 28,601 | $550.7 萬 | 5.4% | −15−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,377 | $352.6 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 13,710 | $276.6 萬 | 2.7% | −10−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,615 | $252.4 萬 | 2.5% | −10−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,266 | $249.7 萬 | 2.4% | +85+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,046 | $238.9 萬 | 2.3% | +75+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,554 | $238.0 萬 | 2.3% | +70+0.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,696 | $237.8 萬 | 2.3% | +70+0.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 15,355 | $229.0 萬 | 2.2% | +70+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,255 | $227.1 萬 | 2.2% | +115+0.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37,620 | $226.9 萬 | 2.2% | +180+0.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,317 | $226.8 萬 | 2.2% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 7,226 | $208.1 萬 | 2.0% | −10−0.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,369 | $200.5 萬 | 2.0% | −10−0.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,800 | $200.4 萬 | 2.0% | +160+1.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,695 | $199.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,631 | $196.3 萬 | 1.9% | +19,631 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,909 | $195.2 萬 | 1.9% | +275+1.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,603 | $193.3 萬 | 1.9% | +120+0.6% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,583 | $190.1 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 17,983 | $189.6 萬 | 1.9% | −15−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,917 | $187.9 萬 | 1.8% | +70+0.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 36,547 | $184.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,592 | $180.5 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 88,730 | $177.0 萬 | 1.7% | +500+0.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,751 | $169.4 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,699 | $167.7 萬 | 1.6% | +70+0.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,680 | $166.3 萬 | 1.6% | −400−3.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 17,092 | $159.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 44,970 | $159.2 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,219 | $158.2 萬 | 1.6% | +85+0.8% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 16,127 | $157.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 16,321 | $147.4 萬 | 1.4% | +100+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,194 | $144.7 萬 | 1.4% | −620−3.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 18,315 | $144.6 萬 | 1.4% | +150+0.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,600 | $142.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 44,475 | $135.4 萬 | 1.3% | −375−0.8% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 25,860 | $133.0 萬 | 1.3% | −400−1.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,838 | $130.5 萬 | 1.3% | +30+0.2% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 18,345 | $129.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,645 | $124.7 萬 | 1.2% | +25+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,331 | $122.1 萬 | 1.2% | +70+0.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,227 | $116.3 萬 | 1.1% | +60+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,241 | $114.1 萬 | 1.1% | −555−2.4% | 減碼 | 歷史 |
| LNCLincoln National Corp | COM | 41,110 | $110.9 萬 | 1.1% | −575−1.4% | 減碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,065 | $110.3 萬 | 1.1% | −10−0.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,820 | $108.5 萬 | 1.1% | +180+1.0% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,720 | $103.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $98.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 19,311 | $97.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 54,493 | $91.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,710 | $84.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,403 | $80.7 萬 | 0.8% | +280+1.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 10,530 | $73.8 萬 | 0.7% | +150+1.4% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 13,800 | $69.0 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,039 | $65.3 萬 | 0.6% | −132−1.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,150 | $48.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 23,770 | $47.7 萬 | 0.5% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,451 | $43.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,186 | $41.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 24,230 | $35.8 萬 | 0.4% | −1,400−5.5% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,100 | $34.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 504 | $33.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,197 | $32.8 萬 | 0.3% | −162−6.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,880 | $26.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 8,715 | $25.1 萬 | 0.2% | −1,000−10.3% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 600 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 195 | $21.8 萬 | 0.2% | +195 | 新進 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,760 | $21.3 萬 | 0.2% | +1,760 | 新進 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 422 | $18.4 萬 | 0.2% | −23−5.2% | 減碼 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 818 | $14.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,725 | $10.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $9.61 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 311 | $9.44 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $6.93 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $6.54 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $6.12 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $5.79 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $5.33 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $4.51 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $4.44 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $2.08 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $9,959 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $8,759 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $5,305 | <0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。