Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/7 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 88
- 較 2024 年第 1 季 −1
- 總值
- $1.16 億
- 較 2024 年第 1 季 +$51.3 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 29,245 | $616.0 萬 | 5.3% | −155−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,557 | $427.2 萬 | 3.7% | +180+1.9% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 12,063 | $340.6 萬 | 2.9% | −1,012−7.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,026 | $339.1 萬 | 2.9% | −245−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,915 | $326.9 萬 | 2.8% | +300+1.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,355 | $297.9 萬 | 2.6% | −110−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,581 | $291.3 萬 | 2.5% | −100−0.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,234 | $288.7 萬 | 2.5% | −120−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,026 | $283.7 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37,870 | $264.7 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 16,725 | $261.6 萬 | 2.3% | +1,285+8.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 38,366 | $259.8 萬 | 2.2% | +2,450+6.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,038 | $254.7 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,679 | $253.9 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,060 | $233.9 萬 | 2.0% | +350+4.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,796 | $227.9 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,533 | $226.1 萬 | 2.0% | −50−0.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,226 | $225.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,909 | $223.1 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 13,623 | $218.8 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,150 | $216.9 萬 | 1.9% | +425+3.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,167 | $209.9 萬 | 1.8% | −150−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,776 | $194.3 萬 | 1.7% | +35+0.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,167 | $190.8 萬 | 1.6% | +1,600+4.1% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,629 | $183.9 萬 | 1.6% | +22+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,299 | $173.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 17,471 | $173.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 15,740 | $173.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 11,695 | $173.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 86,905 | $171.8 萬 | 1.5% | −2,825−3.1% | 減碼 | – |
| CCitigroup Inc | Stock | 26,685 | $169.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 17,307 | $168.2 萬 | 1.5% | +130+0.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 42,375 | $164.6 萬 | 1.4% | −2,250−5.0% | 減碼 | 歷史 |
| BPBP PLC | ADR | 44,970 | $162.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| WRBBerkley W R Corp | COM | 20,495 | $162.1 萬 | 1.4% | +950+4.9% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 15,377 | $158.3 萬 | 1.4% | −150−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,809 | $158.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,381 | $154.7 萬 | 1.3% | +375+4.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,884 | $153.7 萬 | 1.3% | −465−4.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,745 | $148.7 萬 | 1.3% | +100+3.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,920 | $129.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,760 | $125.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| LNCLincoln National Corp | COM | 39,835 | $123.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,565 | $123.5 萬 | 1.1% | +500+8.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,352 | $118.0 萬 | 1.0% | −75−1.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 9,310 | $117.2 萬 | 1.0% | +3,540+61.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,718 | $116.9 萬 | 1.0% | −1,345−8.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 51,868 | $99.1 萬 | 0.9% | −3,200−5.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,671 | $94.2 萬 | 0.8% | −2,100−8.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,683 | $89.4 萬 | 0.8% | +80+0.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 14,890 | $87.9 萬 | 0.8% | −2,700−15.3% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,955 | $81.3 萬 | 0.7% | −450−3.6% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,530 | $71.8 萬 | 0.6% | +45+1.3% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 13,300 | $66.7 萬 | 0.6% | −500−3.6% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,316 | $66.5 萬 | 0.6% | −625−7.0% | 減碼 | – |
| SOSouthern Co | Stock | 8,350 | $64.8 萬 | 0.6% | −355−4.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 19,325 | $59.8 萬 | 0.5% | +14+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,150 | $54.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 10,195 | $49.0 萬 | 0.4% | +2,725+36.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 504 | $42.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,221 | $42.0 萬 | 0.4% | +35+3.0% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 20,050 | $40.2 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,451 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,880 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,945 | $31.4 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 195 | $31.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 600 | $30.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,760 | $22.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,125 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $20.9 萬 | 0.2% | 00.0% | 不變 | – |
| Paramount Global92556H206 | CL B | 18,935 | $19.8 萬 | 0.2% | −3,190−14.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 385 | $19.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 918 | $16.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $11.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 311 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $8.35 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,175 | $7.03 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $6.84 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 772 | $6.80 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 498 | $6.01 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 426 | $5.47 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $4.64 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 438 | $4.26 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $2.21 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92 | $9,813 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $8,885 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $6,389 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Bitcoin ETF74347G440 | ETF | 6,950 | $22.4 萬 | 0.2% | – |