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 |
|---|---|---|---|---|---|---|---|
| VFCV F Corp | Stock | 34 | $730 | <0.1% | +34 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 14 | $1,238 | <0.1% | +14 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 90 | $3,764 | <0.1% | +90 | 新進 | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 201 | $5,785 | <0.1% | +201 | 新進 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $7,024 | <0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 87 | $9,270 | <0.1% | +87 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9,648 | <0.1% | 00.0% | 不變 | – |
| VEEVVeeva Systems Inc | Stock | 74 | $1.56 萬 | <0.1% | +74 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 230 | $1.74 萬 | <0.1% | +230 | 新進 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $2.33 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 46 | $2.42 萬 | <0.1% | +46 | 新進 | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 13,569 | $2.51 萬 | <0.1% | +13,569 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 138 | $3.05 萬 | <0.1% | +138 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 298 | $3.78 萬 | <0.1% | +298 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 191 | $5.04 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 488 | $5.15 萬 | <0.1% | +488 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 189 | $5.44 萬 | <0.1% | +189 | 新進 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,175 | $7.02 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $7.18 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 123 | $7.24 萬 | 0.1% | +123 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $7.89 萬 | 0.1% | +245 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 527 | $8.65 萬 | 0.1% | +527 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $9.15 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $13.0 萬 | 0.1% | +537+126.1% | 加碼 | – |
| URIUnited Rentals, Inc. | COM | 207 | $14.6 萬 | 0.1% | +207 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 303 | $15.3 萬 | 0.1% | +152+100.7% | 加碼 | 歷史 |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $16.6 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,126 | $20.5 萬 | 0.1% | +1,126 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $21.0 萬 | 0.1% | +5,205 | 新進 | – |
| AONAon plc | CL A | 597 | $21.4 萬 | 0.1% | +597 | 新進 | 歷史 |
| Paramount Global92556H206 | CL B | 20,435 | $21.5 萬 | 0.1% | +1,825+9.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 1,151 | $21.6 萬 | 0.2% | +26+2.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $21.8 萬 | 0.2% | +1,662 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 465 | $22.6 萬 | 0.2% | +465 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $22.7 萬 | 0.2% | +225+24.5% | 加碼 | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $23.1 萬 | 0.2% | +4,847 | 新進 | – |
| RGLDRoyal Gold Inc | Stock | 1,760 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 529 | $23.5 萬 | 0.2% | +529 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 9,340 | $24.8 萬 | 0.2% | +9,340 | 新進 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $25.5 萬 | 0.2% | +1,472+295.6% | 加碼 | – |
| FICOFair Isaac Corp | COM | 138 | $27.5 萬 | 0.2% | +138 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,702 | $30.2 萬 | 0.2% | −1,448−46.0% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $30.6 萬 | 0.2% | +2,596+336.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,344 | $31.5 萬 | 0.2% | +2,344 | 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 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $33.2 萬 | 0.2% | +638 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $34.7 萬 | 0.2% | +16,486 | 新進 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $36.6 萬 | 0.3% | +2,933+669.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,391 | $40.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 20,384 | $40.9 萬 | 0.3% | +2,214+12.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,765 | $42.7 萬 | 0.3% | −2,930−25.1% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $48.1 萬 | 0.3% | +3,849 | 新進 | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 15,053 | $48.3 萬 | 0.3% | +15,053 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 2,120 | $49.2 萬 | 0.3% | +170+8.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,593 | $50.3 萬 | 0.4% | +1,593 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,759 | $52.5 萬 | 0.4% | +879+46.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,611 | $53.1 萬 | 0.4% | +1,420+27.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,937 | $55.8 萬 | 0.4% | +7,937 | 新進 | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 28,275 | $56.8 萬 | 0.4% | +9,475+50.4% | 加碼 | – |
| CVSCVS Health Corp | Stock | 13,161 | $59.1 萬 | 0.4% | −1,059−7.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,680 | $60.3 萬 | 0.4% | +9,680 | 新進 | – |
| HDHome Depot, Inc. | Stock | 1,580 | $61.5 萬 | 0.4% | +334+26.8% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $63.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,194 | $64.3 萬 | 0.4% | +809+210.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 714 | $65.4 萬 | 0.5% | +125+21.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 9,030 | $74.3 萬 | 0.5% | +700+8.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $74.9 萬 | 0.5% | +2,480+127.5% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $77.0 萬 | 0.5% | +21,475 | 新進 | – |
| LHLabcorp Holdings Inc. | Stock | 3,859 | $88.5 萬 | 0.6% | +424+12.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,557 | $94.3 萬 | 0.7% | −156−5.8% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,151 | $101.1 萬 | 0.7% | +1,471+12.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,401 | $109.6 萬 | 0.8% | +5,818+27.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,906 | $119.1 萬 | 0.8% | +698+4.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 9,826 | $120.4 萬 | 0.8% | +441+4.7% | 加碼 | 歷史 |
| BPBP PLC | ADR | 41,816 | $123.6 萬 | 0.9% | −54−0.1% | 減碼 | 歷史 |
| LNCLincoln National Corp | COM | 41,110 | $130.4 萬 | 0.9% | +1,575+4.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,302 | $130.9 萬 | 0.9% | +75+1.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 59,757 | $136.1 萬 | 0.9% | +8,403+16.4% | 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 |
| JCIJohnson Controls International plc | Stock | 18,800 | $148.4 萬 | 1.0% | +590+3.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,893 | $160.8 萬 | 1.1% | +243+2.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,424 | $165.2 萬 | 1.2% | +685+6.4% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 16,047 | $166.9 萬 | 1.2% | +495+3.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 30,859 | $174.5 萬 | 1.2% | +8,663+39.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,771 | $175.2 萬 | 1.2% | −478−4.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,834 | $182.1 萬 | 1.3% | +9,834 | 新進 | – |
| WRBBerkley W R Corp | COM | 31,662 | $185.3 萬 | 1.3% | +956+3.1% | 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 | – |
| CCitigroup Inc | Stock | 27,122 | $190.9 萬 | 1.3% | +2,212+8.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,541 | $196.5 萬 | 1.4% | +385+5.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,793 | $196.9 萬 | 1.4% | +2,014+11.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,895 | $197.7 萬 | 1.4% | −455−3.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,842 | $198.5 萬 | 1.4% | +2,092+21.5% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,312 | $198.9 萬 | 1.4% | +508+5.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,599 | $200.2 萬 | 1.4% | −296−3.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 42,448 | $201.7 萬 | 1.4% | +528+1.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 16,480 | $204.2 萬 | 1.4% | +850+5.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,757 | $208.9 萬 | 1.5% | +1,491+8.6% | 加碼 | 歷史 |
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。