Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 112
- 較 2025 年第 2 季 −4
- 總值
- $1.70 億
- 較 2025 年第 2 季 +$2,122 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,448 | $800.8 萬 | 4.7% | +1,061+3.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,039 | $520.0 萬 | 3.1% | −304−2.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,027 | $462.5 萬 | 2.7% | +1,251+7.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 68,652 | $461.8 萬 | 2.7% | −7,302−9.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 16,411 | $461.5 萬 | 2.7% | −30.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,247 | $430.2 萬 | 2.5% | +334+2.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,495 | $425.7 萬 | 2.5% | +93+0.7% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 20,390 | $398.5 萬 | 2.3% | −522−2.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,974 | $397.7 萬 | 2.3% | +163+1.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,921 | $371.5 萬 | 2.2% | −925−5.2% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 43,242 | $363.5 萬 | 2.1% | +6,740+18.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 42,007 | $344.6 萬 | 2.0% | +173+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,958 | $339.7 萬 | 2.0% | −196−0.6% | 減碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,738 | $322.3 萬 | 1.9% | +112+4.3% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 150,745 | $303.0 萬 | 1.8% | +20,750+16.0% | 加碼 | – |
| RTXRTX Corp | Stock | 17,937 | $300.1 萬 | 1.8% | +208+1.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,753 | $300.0 萬 | 1.8% | +988+5.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,476 | $296.4 萬 | 1.7% | +3,793+35.5% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,682 | $296.1 萬 | 1.7% | +1,122+14.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 18,619 | $296.0 萬 | 1.7% | +945+5.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,475 | $290.7 萬 | 1.7% | +354+2.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,080 | $280.8 萬 | 1.6% | +200+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,717 | $278.6 萬 | 1.6% | +1,184+3.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 27,103 | $275.1 萬 | 1.6% | +170+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,869 | $269.1 萬 | 1.6% | +438+1.9% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 34,730 | $266.1 萬 | 1.6% | +2,698+8.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,642 | $258.4 萬 | 1.5% | +298+1.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,275 | $247.1 萬 | 1.5% | −351−6.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 8,563 | $241.6 萬 | 1.4% | +1,061+14.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,192 | $241.3 萬 | 1.4% | −1,476−4.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,771 | $239.9 萬 | 1.4% | +111+2.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,685 | $234.3 萬 | 1.4% | +2,778+20.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,291 | $227.9 萬 | 1.3% | +1,392+12.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 17,337 | $227.4 萬 | 1.3% | +1,454+9.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 19,561 | $224.0 萬 | 1.3% | +1,330+7.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,889 | $218.7 萬 | 1.3% | +774+4.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,986 | $214.9 萬 | 1.3% | +1,812+14.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,412 | $209.2 萬 | 1.2% | +614+6.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,771 | $198.9 萬 | 1.2% | −346−3.4% | 減碼 | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 8,715 | $197.8 萬 | 1.2% | +2,150+32.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 17,315 | $194.1 萬 | 1.1% | +6,853+65.5% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 47,877 | $193.1 萬 | 1.1% | +6,767+16.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 38,167 | $190.0 萬 | 1.1% | +12,397+48.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,855 | $174.8 萬 | 1.0% | +1,432+100.6% | 加碼 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 86,735 | $174.2 萬 | 1.0% | +6,425+8.0% | 加碼 | – |
| PCARPaccar Inc | COM | 17,478 | $171.8 萬 | 1.0% | +1,681+10.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 59,768 | $168.8 萬 | 1.0% | −298−0.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,142 | $160.7 萬 | 0.9% | −505−2.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,207 | $156.0 萬 | 0.9% | +942+17.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 41,746 | $143.9 萬 | 0.8% | +2,680+6.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 30,201 | $132.7 萬 | 0.8% | +1,918+6.8% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,954 | $113.5 萬 | 0.7% | +23+0.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,596 | $110.9 萬 | 0.7% | −6,431−20.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,394 | $108.5 萬 | 0.6% | −2,679−19.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,380 | $108.3 萬 | 0.6% | +11,380 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,226 | $101.6 萬 | 0.6% | +5,226 | 新進 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 13,986 | $93.8 萬 | 0.6% | +713+5.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 11,662 | $87.9 萬 | 0.5% | −916−7.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,845 | $83.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 23,947 | $80.3 萬 | 0.5% | +2,988+14.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,406 | $79.1 萬 | 0.5% | +2,895+44.5% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 2,424 | $78.3 萬 | 0.5% | −144−5.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,030 | $75.2 萬 | 0.4% | −395−8.9% | 減碼 | – |
| TGTTarget Corp | Stock | 7,990 | $71.7 萬 | 0.4% | −3,481−30.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,078 | $68.6 萬 | 0.4% | −108−4.9% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,974 | $68.2 萬 | 0.4% | +24,974 | 新進 | – |
| HDHome Depot, Inc. | Stock | 1,613 | $65.4 萬 | 0.4% | +23+1.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,386 | $58.1 萬 | 0.3% | −168−6.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,390 | $54.8 萬 | 0.3% | −1,840−18.0% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,500 | $51.3 萬 | 0.3% | −7,975−37.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 548 | $50.7 萬 | 0.3% | −25−4.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,485 | $50.7 萬 | 0.3% | −57−3.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,541 | $45.9 萬 | 0.3% | −258−6.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,359 | $41.3 萬 | 0.2% | −9−0.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,671 | $40.8 萬 | 0.2% | −3,859−45.2% | 減碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $40.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSKYParamount Skydance Corp | COM CL B | 19,035 | $36.0 萬 | 0.2% | +19,035 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,520 | $35.2 萬 | 0.2% | −178−10.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,828 | $33.6 萬 | 0.2% | 00.0% | 不變 | – |
| RGLDRoyal Gold Inc | Stock | 1,500 | $30.1 萬 | 0.2% | −185−11.0% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,044 | $29.2 萬 | 0.2% | −268−8.1% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 590 | $28.6 萬 | 0.2% | −37−5.9% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,300 | $26.8 萬 | 0.2% | −2,000−27.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,401 | $26.1 萬 | 0.2% | −425−23.3% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,865 | $26.0 萬 | 0.2% | −105−5.3% | 減碼 | – |
| FICOFair Isaac Corp | COM | 164 | $24.5 萬 | 0.1% | −2−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,143 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,662 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,130 | $23.0 萬 | 0.1% | −89−7.3% | 減碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 3,665 | $22.6 萬 | 0.1% | −954−20.7% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 228 | $21.8 萬 | 0.1% | +228 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,151 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,789 | $19.8 萬 | 0.1% | −1,535−46.2% | 減碼 | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $19.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,815 | $19.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,195 | $14.4 萬 | 0.1% | −85−6.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 196 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 762 | $10.8 萬 | 0.1% | −201−20.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $10.7 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 16,354 | $34.2 萬 | 0.2% | – |
| Paramount Global92556H206 | CL B | 19,810 | $25.6 萬 | 0.2% | – |
| ADBEAdobe Inc. | Stock | 626 | $24.2 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 8,651 | $21.0 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 245 | $8.32 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 230 | $2.06 萬 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 87 | $9,573 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 108 | $9,420 | <0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 68 | $7,426 | <0.1% | – |