Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 133
- 較 2024 年第 4 季 +9
- 總值
- $1.45 億
- 較 2024 年第 4 季 +$174.8 萬 (+1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 68,735 | $696.4 萬 | 4.8% | +37,617+120.9% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74,854 | $438.2 萬 | 3.0% | +15,120+25.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 50,130 | $405.0 萬 | 2.8% | +39,605+376.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,208 | $378.2 萬 | 2.6% | −50.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,801 | $355.8 萬 | 2.4% | +20,271+109.4% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 21,607 | $341.6 萬 | 2.3% | −179−0.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,376 | $339.3 萬 | 2.3% | +15,504+111.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,021 | $323.4 萬 | 2.2% | +40.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,309 | $301.2 萬 | 2.1% | −32−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 17,899 | $299.4 萬 | 2.1% | −355−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,652 | $293.2 萬 | 2.0% | +317+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,909 | $280.1 萬 | 1.9% | +20,229+114.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,118 | $271.6 萬 | 1.9% | −68−0.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,374 | $266.9 萬 | 1.8% | +195+1.1% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,718 | $261.2 萬 | 1.8% | −6−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 20,782 | $254.2 萬 | 1.7% | +15,816+318.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,727 | $252.5 萬 | 1.7% | −706−3.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 31,943 | $252.2 萬 | 1.7% | +1,625+5.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 61,032 | $250.5 萬 | 1.7% | +21,069+52.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 18,833 | $249.5 萬 | 1.7% | +447+2.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,642 | $241.4 萬 | 1.7% | +5,101+67.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,872 | $235.9 萬 | 1.6% | −256−1.5% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 31,962 | $227.4 萬 | 1.6% | +300+0.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 112,445 | $226.0 萬 | 1.6% | +84,170+297.7% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 36,510 | $224.8 萬 | 1.5% | +95+0.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,879 | $214.8 萬 | 1.5% | +280+3.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 18,378 | $214.4 萬 | 1.5% | +88+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,080 | $211.1 萬 | 1.5% | +1,185+9.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,369 | $207.8 萬 | 1.4% | +6,527+55.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,626 | $203.2 萬 | 1.4% | −14−0.2% | 減碼 | – |
| GLWCorning Inc | COM | 42,859 | $196.2 萬 | 1.3% | +411+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 31,797 | $193.9 萬 | 1.3% | +938+3.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 27,268 | $193.6 萬 | 1.3% | +146+0.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,117 | $190.4 萬 | 1.3% | +283+2.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 27,544 | $188.5 萬 | 1.3% | +16,120+141.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 92,560 | $183.9 萬 | 1.3% | −1,070−1.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 34,780 | $182.9 萬 | 1.3% | +14,987+75.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 16,625 | $182.3 萬 | 1.3% | +145+0.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,316 | $180.8 萬 | 1.2% | −441−2.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,123 | $177.9 萬 | 1.2% | −189−1.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 59,667 | $168.7 萬 | 1.2% | −90−0.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,963 | $159.1 萬 | 1.1% | +192+1.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,800 | $158.6 萬 | 1.1% | +1,000+5.3% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 16,047 | $156.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| LNCLincoln National Corp | COM | 41,110 | $147.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 27,456 | $137.6 萬 | 0.9% | +12,550+84.2% | 加碼 | 歷史 |
| BPBP PLC | ADR | 40,301 | $136.2 萬 | 0.9% | −1,515−3.6% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,563 | $135.5 萬 | 0.9% | +737+7.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 46,933 | $129.2 萬 | 0.9% | +19,532+71.3% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,558 | $127.7 萬 | 0.9% | +8+0.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 12,091 | $126.2 萬 | 0.9% | +198+1.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,367 | $125.2 萬 | 0.9% | +65+1.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,567 | $111.7 萬 | 0.8% | +10+0.4% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,225 | $101.2 萬 | 0.7% | +74+0.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,370 | $95.2 萬 | 0.7% | +10,605+121.0% | 加碼 | – |
| LHLabcorp Holdings Inc. | Stock | 4,046 | $94.2 萬 | 0.6% | +187+4.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 13,106 | $88.8 萬 | 0.6% | −55−0.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 9,030 | $83.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $76.4 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $71.9 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,336 | $68.7 萬 | 0.5% | +142+11.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,607 | $65.1 萬 | 0.4% | +670+8.4% | 加碼 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,800 | $64.3 萬 | 0.4% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 14,814 | $62.5 萬 | 0.4% | +14,100+1,974.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,630 | $59.7 萬 | 0.4% | +50+3.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,230 | $59.7 萬 | 0.4% | +550+5.7% | 加碼 | – |
| VVisa Inc. | Stock | 15,029 | $57.2 萬 | 0.4% | +13,436+843.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,511 | $53.2 萬 | 0.4% | −100−1.5% | 減碼 | – |
| INTCIntel Corp | Stock | 21,129 | $48.0 萬 | 0.3% | +745+3.7% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,849 | $46.1 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,715 | $45.5 萬 | 0.3% | +595+28.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 15,615 | $44.9 萬 | 0.3% | +14,224+1,022.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,759 | $43.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,721 | $36.1 萬 | 0.2% | +19+1.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,486 | $34.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,371 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 638 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FICOFair Isaac Corp | COM | 166 | $30.6 萬 | 0.2% | +28+20.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,876 | $30.1 萬 | 0.2% | 00.0% | 不變 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,368 | $28.0 萬 | 0.2% | 00.0% | 不變 | – |
| RGLDRoyal Gold Inc | Stock | 1,685 | $27.6 萬 | 0.2% | −75−4.3% | 減碼 | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 8,228 | $25.8 萬 | 0.2% | −6,825−45.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 12,136 | $25.7 萬 | 0.2% | +9,792+417.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,763 | $25.2 萬 | 0.2% | +7,234+1,367.5% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 20,860 | $24.9 萬 | 0.2% | +425+2.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $24.8 萬 | 0.2% | 00.0% | 不變 | – |
| AONAon plc | CL A | 597 | $23.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 19,381 | $23.6 萬 | 0.2% | +18,255+1,621.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,339 | $23.5 萬 | 0.2% | +9,999+107.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $22.3 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 16,497 | $22.2 萬 | 0.2% | +15,346+1,333.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 8,533 | $20.3 萬 | 0.1% | +8,533 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,790 | $20.3 萬 | 0.1% | +1,790 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20,304 | $18.3 萬 | 0.1% | +20,001+6,601.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 13,110 | $13.2 萬 | 0.1% | +13,110 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $12.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,847 | $23.1 萬 | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 465 | $22.6 萬 | 0.2% | 歷史 |
| URIUnited Rentals, Inc. | COM | 207 | $14.6 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 46 | $2.42 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 74 | $1.56 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 34 | $730 | <0.1% | 歷史 |