Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 124
- 較 2024 年第 3 季 +35
- 總值
- $1.44 億
- 較 2024 年第 3 季 +$2,444 萬 (+20.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,118 | $779.3 萬 | 5.4% | +2,118+7.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,525 | $443.6 萬 | 3.1% | +968+10.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,530 | $406.5 萬 | 2.8% | +1,740+10.4% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 21,786 | $403.4 萬 | 2.8% | −80−0.4% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 36,415 | $402.2 萬 | 2.8% | +45+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,017 | $356.7 萬 | 2.5% | +36+0.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 59,734 | $353.3 萬 | 2.5% | +59,734 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 17,680 | $334.7 萬 | 2.3% | +980+5.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,213 | $334.4 萬 | 2.3% | +1,109+7.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,872 | $332.5 萬 | 2.3% | +631+4.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,341 | $310.9 萬 | 2.2% | +540+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,128 | $285.4 萬 | 2.0% | −335−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,254 | $264.4 萬 | 1.8% | +1,694+10.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,179 | $263.9 萬 | 1.8% | +758+4.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,335 | $261.8 萬 | 1.8% | +3,754+18.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 21,433 | $258.9 萬 | 1.8% | +800+3.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,186 | $255.3 萬 | 1.8% | +313+2.4% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,724 | $237.5 萬 | 1.7% | +95+3.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,963 | $236.6 萬 | 1.6% | +1,271+3.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,318 | $236.5 萬 | 1.6% | +6,516+27.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 18,290 | $229.9 萬 | 1.6% | +1,248+7.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,640 | $226.5 萬 | 1.6% | +5,329+1,713.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,966 | $225.1 萬 | 1.6% | +40+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 18,386 | $212.8 萬 | 1.5% | +837+4.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,757 | $208.9 萬 | 1.5% | +1,491+8.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 16,480 | $204.2 萬 | 1.4% | +850+5.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 42,448 | $201.7 萬 | 1.4% | +528+1.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,599 | $200.2 萬 | 1.4% | −296−3.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,312 | $198.9 萬 | 1.4% | +508+5.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,842 | $198.5 萬 | 1.4% | +2,092+21.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,895 | $197.7 萬 | 1.4% | −455−3.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,793 | $196.9 萬 | 1.4% | +2,014+11.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,541 | $196.5 萬 | 1.4% | +385+5.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 27,122 | $190.9 萬 | 1.3% | +2,212+8.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 93,630 | $185.8 萬 | 1.3% | +23,975+34.4% | 加碼 | – |
| WRBBerkley W R Corp | COM | 31,662 | $185.3 萬 | 1.3% | +956+3.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,834 | $182.1 萬 | 1.3% | +9,834 | 新進 | – |
| AMATApplied Materials Inc | Stock | 10,771 | $175.2 萬 | 1.2% | −478−4.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 30,859 | $174.5 萬 | 1.2% | +8,663+39.0% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 16,047 | $166.9 萬 | 1.2% | +495+3.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,424 | $165.2 萬 | 1.2% | +685+6.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,893 | $160.8 萬 | 1.1% | +243+2.1% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,800 | $148.4 萬 | 1.0% | +590+3.2% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,550 | $147.8 萬 | 1.0% | −115−1.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 59,757 | $136.1 萬 | 0.9% | +8,403+16.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,302 | $130.9 萬 | 0.9% | +75+1.4% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 41,110 | $130.4 萬 | 0.9% | +1,575+4.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 41,816 | $123.6 萬 | 0.9% | −54−0.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 9,826 | $120.4 萬 | 0.8% | +441+4.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,906 | $119.1 萬 | 0.8% | +698+4.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,401 | $109.6 萬 | 0.8% | +5,818+27.0% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,151 | $101.1 萬 | 0.7% | +1,471+12.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,557 | $94.3 萬 | 0.7% | −156−5.8% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,859 | $88.5 萬 | 0.6% | +424+12.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $77.0 萬 | 0.5% | +21,475 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $74.9 萬 | 0.5% | +2,480+127.5% | 加碼 | – |
| SOSouthern Co | Stock | 9,030 | $74.3 萬 | 0.5% | +700+8.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 714 | $65.4 萬 | 0.5% | +125+21.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,194 | $64.3 萬 | 0.4% | +809+210.1% | 加碼 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $63.9 萬 | 0.4% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,580 | $61.5 萬 | 0.4% | +334+26.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,680 | $60.3 萬 | 0.4% | +9,680 | 新進 | – |
| CVSCVS Health Corp | Stock | 13,161 | $59.1 萬 | 0.4% | −1,059−7.4% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 28,275 | $56.8 萬 | 0.4% | +9,475+50.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,937 | $55.8 萬 | 0.4% | +7,937 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,611 | $53.1 萬 | 0.4% | +1,420+27.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,759 | $52.5 萬 | 0.4% | +879+46.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,593 | $50.3 萬 | 0.4% | +1,593 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,120 | $49.2 萬 | 0.3% | +170+8.7% | 加碼 | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 15,053 | $48.3 萬 | 0.3% | +15,053 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $48.1 萬 | 0.3% | +3,849 | 新進 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,765 | $42.7 萬 | 0.3% | −2,930−25.1% | 減碼 | – |
| INTCIntel Corp | Stock | 20,384 | $40.9 萬 | 0.3% | +2,214+12.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,391 | $40.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $36.6 萬 | 0.3% | +2,933+669.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $34.7 萬 | 0.2% | +16,486 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $33.2 萬 | 0.2% | +638 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $33.1 萬 | 0.2% | +2,784+3,026.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,344 | $31.5 萬 | 0.2% | +2,344 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $30.6 萬 | 0.2% | +2,596+336.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,702 | $30.2 萬 | 0.2% | −1,448−46.0% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 138 | $27.5 萬 | 0.2% | +138 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $25.5 萬 | 0.2% | +1,472+295.6% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 9,340 | $24.8 萬 | 0.2% | +9,340 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 529 | $23.5 萬 | 0.2% | +529 | 新進 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,760 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $23.1 萬 | 0.2% | +4,847 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $22.7 萬 | 0.2% | +225+24.5% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 465 | $22.6 萬 | 0.2% | +465 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $21.8 萬 | 0.2% | +1,662 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 1,151 | $21.6 萬 | 0.2% | +26+2.3% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 20,435 | $21.5 萬 | 0.1% | +1,825+9.8% | 加碼 | – |
| AONAon plc | CL A | 597 | $21.4 萬 | 0.1% | +597 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $21.0 萬 | 0.1% | +5,205 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 1,126 | $20.5 萬 | 0.1% | +1,126 | 新進 | 歷史 |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $16.6 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 303 | $15.3 萬 | 0.1% | +152+100.7% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 207 | $14.6 萬 | 0.1% | +207 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $13.0 萬 | 0.1% | +537+126.1% | 加碼 | – |
2024 年第 3 季之後清倉（2 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。