Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 116
- 較 2025 年第 1 季 −17
- 總值
- $1.49 億
- 較 2025 年第 1 季 +$372.4 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 30,387 | $623.5 萬 | 4.2% | −38,348−55.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,343 | $514.5 萬 | 3.5% | −39,787−79.4% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 75,954 | $476.5 萬 | 3.2% | +1,100+1.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 14,913 | $439.6 萬 | 2.9% | −295−1.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,846 | $391.5 萬 | 2.6% | −20,955−54.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,402 | $388.5 萬 | 2.6% | −15,974−54.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,811 | $376.7 萬 | 2.5% | −210−1.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,414 | $358.9 萬 | 2.4% | −458−2.7% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 20,912 | $341.6 萬 | 2.3% | −695−3.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,154 | $324.2 萬 | 2.2% | −1,155−3.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,776 | $313.3 萬 | 2.1% | −20,133−53.1% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 36,502 | $282.5 萬 | 1.9% | −80.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,533 | $274.3 萬 | 1.8% | −21,499−35.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,121 | $272.7 萬 | 1.8% | −253−1.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 129,995 | $261.3 萬 | 1.8% | +17,550+15.6% | 加碼 | – |
| ALLAllstate Corp | Stock | 12,880 | $259.3 萬 | 1.7% | −238−1.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,729 | $258.9 萬 | 1.7% | −1,104−5.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,431 | $252.6 萬 | 1.7% | −1,221−5.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 31,668 | $251.8 萬 | 1.7% | −275−0.9% | 減碼 | – |
| MSMorgan Stanley | Stock | 17,674 | $249.0 萬 | 1.7% | −704−3.8% | 減碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,626 | $248.5 萬 | 1.7% | −92−3.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,765 | $244.1 萬 | 1.6% | −962−4.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,626 | $238.9 萬 | 1.6% | 00.0% | 不變 | – |
| WRBBerkley W R Corp | COM | 32,032 | $235.3 萬 | 1.6% | +70+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,344 | $234.0 萬 | 1.6% | −1,555−8.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 26,933 | $229.3 萬 | 1.5% | −335−1.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,660 | $226.4 萬 | 1.5% | −16,122−77.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,231 | $226.1 萬 | 1.5% | −85−0.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,560 | $220.5 萬 | 1.5% | −319−4.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 41,834 | $220.0 萬 | 1.5% | −1,025−2.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 15,883 | $211.8 萬 | 1.4% | −742−4.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,502 | $209.5 萬 | 1.4% | −5,140−40.7% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,115 | $201.9 萬 | 1.4% | −685−3.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,117 | $196.5 萬 | 1.3% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 10,683 | $195.6 萬 | 1.3% | −280−2.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,174 | $194.0 萬 | 1.3% | −6,195−33.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,907 | $183.6 萬 | 1.2% | −173−1.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,798 | $182.7 萬 | 1.2% | −325−3.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 60,066 | $173.8 萬 | 1.2% | +399+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,899 | $166.5 萬 | 1.1% | −16,645−60.4% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 80,310 | $159.9 萬 | 1.1% | −12,250−13.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 19,647 | $155.5 萬 | 1.0% | −15,133−43.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 15,797 | $150.2 萬 | 1.0% | −250−1.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 31,027 | $143.6 萬 | 1.0% | −770−2.4% | 減碼 | 歷史 |
| LNCLincoln National Corp | COM | 41,110 | $142.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 6,565 | $137.2 萬 | 0.9% | +7+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 25,770 | $126.9 萬 | 0.9% | +6,400+33.0% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 10,462 | $125.1 萬 | 0.8% | −101−1.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,073 | $122.7 萬 | 0.8% | −13,383−48.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,283 | $122.4 萬 | 0.8% | −18,650−39.7% | 減碼 | 歷史 |
| BPBP PLC | ADR | 39,066 | $116.9 萬 | 0.8% | −1,235−3.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,265 | $116.8 萬 | 0.8% | −102−1.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 11,471 | $113.2 萬 | 0.8% | −620−5.1% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,273 | $103.6 萬 | 0.7% | +48+0.4% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,931 | $103.2 萬 | 0.7% | −115−2.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,568 | $99.9 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 12,578 | $86.8 萬 | 0.6% | −528−4.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,845 | $81.2 萬 | 0.5% | −185−2.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,423 | $80.8 萬 | 0.5% | +87+6.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,425 | $78.2 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 21,475 | $75.8 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,530 | $71.2 萬 | 0.5% | −77−0.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,230 | $63.4 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,186 | $60.3 萬 | 0.4% | −529−19.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,590 | $58.3 萬 | 0.4% | −40−2.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 573 | $56.7 萬 | 0.4% | −14,241−96.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,542 | $54.7 萬 | 0.4% | −13,487−89.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,511 | $54.0 萬 | 0.4% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 20,959 | $46.9 萬 | 0.3% | −170−0.8% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,799 | $46.9 萬 | 0.3% | −50−1.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,554 | $45.3 萬 | 0.3% | −205−7.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,368 | $40.0 萬 | 0.3% | −14,247−91.2% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 7,300 | $36.7 萬 | 0.2% | −5,500−43.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,354 | $34.2 萬 | 0.2% | −132−0.8% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,324 | $33.1 萬 | 0.2% | −47−1.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,698 | $31.5 萬 | 0.2% | −23−1.3% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,828 | $30.9 萬 | 0.2% | −48−1.7% | 減碼 | – |
| FICOFair Isaac Corp | COM | 166 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,312 | $30.1 萬 | 0.2% | −56−1.7% | 減碼 | – |
| RGLDRoyal Gold Inc | Stock | 1,685 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,826 | $28.8 萬 | 0.2% | −10,310−85.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,970 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| Paramount Global92556H206 | CL B | 19,810 | $25.6 萬 | 0.2% | −1,050−5.0% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 627 | $25.4 萬 | 0.2% | −11−1.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,219 | $24.9 萬 | 0.2% | −18,162−93.7% | 減碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,619 | $24.4 萬 | 0.2% | +4,619 | 新進 | – |
| ADBEAdobe Inc. | Stock | 626 | $24.2 萬 | 0.2% | −7,137−91.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,151 | $23.9 萬 | 0.2% | −15,346−93.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 8,651 | $21.0 萬 | 0.1% | −10,688−55.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,815 | $17.3 萬 | 0.1% | +1,815 | 新進 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $14.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,280 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 963 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 196 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $9.78 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $8.32 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（20 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 8,228 | $25.8 萬 | 0.2% | – |
| AONAon plc | CL A | 597 | $23.8 萬 | 0.2% | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,533 | $20.3 萬 | 0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,790 | $20.3 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20,304 | $18.3 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 13,110 | $13.2 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 12,978 | $11.0 萬 | 0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 10,107 | $8.82 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 12,193 | $8.44 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 11,267 | $5.87 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 20,203 | $4.71 萬 | <0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 11,547 | $2.69 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 19,425 | $2.17 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 11,858 | $2.03 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 19,096 | $1.91 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 12,884 | $1.75 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 15,830 | $1.58 萬 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 11,356 | $1.14 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 10,221 | $1.02 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 14 | $1,191 | <0.1% | – |