Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/28 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 104
- 較 2025 年第 4 季 −8
- 總值
- $1.83 億
- 較 2025 年第 4 季 +$436.8 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,970 | $811.4 萬 | 4.4% | −91−0.3% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 85,879 | $586.4 萬 | 3.2% | +10,588+14.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,013 | $546.7 萬 | 3.0% | −51−0.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 40,132 | $545.7 萬 | 3.0% | −1,900−4.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,263 | $487.5 萬 | 2.7% | −215−1.5% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 45,689 | $452.5 萬 | 2.5% | +200+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,453 | $424.0 萬 | 2.3% | +1,571+15.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,650 | $405.8 萬 | 2.2% | −40.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,829 | $404.3 萬 | 2.2% | −40−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,664 | $401.9 萬 | 2.2% | +65+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,158 | $367.4 萬 | 2.0% | +80+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,593 | $366.4 萬 | 2.0% | +131+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 17,298 | $357.9 萬 | 2.0% | +240+1.4% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 3,385 | $357.9 萬 | 2.0% | +152+4.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,789 | $356.6 萬 | 2.0% | −75−0.6% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 19,338 | $352.6 萬 | 1.9% | −501−2.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,787 | $343.1 萬 | 1.9% | +125+0.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 23,521 | $340.0 萬 | 1.9% | +1,781+8.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,626 | $329.4 萬 | 1.8% | +141+0.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,698 | $315.8 萬 | 1.7% | +25+0.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,112 | $312.7 萬 | 1.7% | +145+1.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,326 | $311.7 萬 | 1.7% | +8,699+28.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 18,936 | $311.6 萬 | 1.7% | −30−0.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,895 | $308.9 萬 | 1.7% | +585+3.0% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 9,603 | $308.6 萬 | 1.7% | +93+1.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,766 | $308.4 萬 | 1.7% | +33+0.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 26,980 | $306.0 萬 | 1.7% | −168−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,129 | $296.5 萬 | 1.6% | −47−0.4% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,665 | $283.3 萬 | 1.6% | +260+1.9% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 20,389 | $267.0 萬 | 1.5% | +200+1.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 12,813 | $266.6 萬 | 1.5% | +181+1.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 52,133 | $259.7 萬 | 1.4% | +4,901+10.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 20,904 | $251.5 萬 | 1.4% | +110+0.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 52,921 | $248.7 萬 | 1.4% | +1,275+2.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,825 | $247.5 萬 | 1.4% | +401+2.4% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 37,068 | $245.7 萬 | 1.3% | +2,450+7.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,016 | $240.4 萬 | 1.3% | +180+3.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 18,217 | $238.7 萬 | 1.3% | +760+4.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,065 | $219.8 萬 | 1.2% | +179+1.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 108,945 | $218.4 萬 | 1.2% | −21,800−16.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 14,756 | $213.1 萬 | 1.2% | +770+5.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,489 | $201.2 萬 | 1.1% | +3,565+51.5% | 加碼 | – |
| PCARPaccar Inc | COM | 17,233 | $199.0 萬 | 1.1% | +50+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,649 | $198.3 萬 | 1.1% | −550−10.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,971 | $191.7 萬 | 1.0% | −796−8.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,946 | $176.0 萬 | 1.0% | +76+2.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,939 | $174.7 萬 | 1.0% | +24,710+76.7% | 加碼 | – |
| TAT&T Inc. | Stock | 60,026 | $174.0 萬 | 1.0% | +497+0.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,021 | $173.9 萬 | 1.0% | +8,660+70.1% | 加碼 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 86,810 | $173.3 萬 | 0.9% | −1,425−1.6% | 減碼 | – |
| LNCLincoln National Corp | COM | 48,577 | $172.4 萬 | 0.9% | +450+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,511 | $162.4 萬 | 0.9% | +4,086+30.4% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 6,602 | $156.0 萬 | 0.9% | +225+3.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,241 | $137.3 萬 | 0.8% | −358−2.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,835 | $104.6 萬 | 0.6% | −39−0.2% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,904 | $104.2 萬 | 0.6% | −10−0.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 21,982 | $97.0 萬 | 0.5% | −525−2.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,276 | $92.6 萬 | 0.5% | −550−3.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,796 | $86.5 萬 | 0.5% | +23+0.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 8,920 | $86.1 萬 | 0.5% | +75+0.8% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,690 | $80.2 萬 | 0.4% | −200−10.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,690 | $72.4 萬 | 0.4% | −340−8.4% | 減碼 | – |
| CVSCVS Health Corp | Stock | 8,927 | $64.1 萬 | 0.4% | −2,560−22.3% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $62.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,127 | $62.3 萬 | 0.3% | −282−11.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,535 | $57.6 萬 | 0.3% | −265−3.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,882 | $54.0 萬 | 0.3% | −588−23.8% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,645 | $53.8 萬 | 0.3% | −125−0.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 533 | $53.1 萬 | 0.3% | −9−1.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,495 | $45.2 萬 | 0.2% | +12+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,280 | $42.1 萬 | 0.2% | −443−25.7% | 減碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,515 | $38.6 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,716 | $36.0 萬 | 0.2% | −425−13.5% | 減碼 | – |
| MDTMedtronic plc | Stock | 4,059 | $35.2 萬 | 0.2% | −2,184−35.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 993 | $30.9 萬 | 0.2% | −234−19.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 600 | $29.5 萬 | 0.2% | −1−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,321 | $28.7 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,167 | $28.4 萬 | 0.2% | −400−8.8% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 2,261 | $26.8 萬 | 0.1% | −237−9.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,752 | $25.5 萬 | 0.1% | −113−6.1% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,509 | $25.2 萬 | 0.1% | −505−16.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,434 | $25.0 萬 | 0.1% | +35+2.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,583 | $23.4 萬 | 0.1% | −2,198−46.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,816 | $22.6 萬 | 0.1% | −1,012−35.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 986 | $21.4 萬 | 0.1% | −367−27.1% | 減碼 | – |
| PSKYParamount Skydance Corp | COM CL B | 20,390 | $18.4 萬 | 0.1% | −400−1.9% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,537 | $18.2 萬 | 0.1% | −36−2.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 234 | $15.3 萬 | 0.1% | −3−1.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,113 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 812 | $12.3 萬 | 0.1% | −850−51.1% | 減碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 692 | $10.0 萬 | 0.1% | −30−4.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 223 | $9.74 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $7.94 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 194 | $5.57 萬 | <0.1% | +3+1.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 700 | $4.18 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 200 | $3.79 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 287 | $2.69 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 82 | $2.57 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 76 | $9,737 | <0.1% | −222−74.5% | 減碼 | – |
2025 年第 4 季之後清倉（8 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTSHCognizant Technology Solutions Corp | CL A | 12,941 | $107.4 萬 | 0.6% | 歷史 |
| FICOFair Isaac Corp | COM | 164 | $27.7 萬 | 0.2% | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,300 | $26.7 萬 | 0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 1,141 | $21.0 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,815 | $19.4 萬 | 0.1% | – |
| Valkyrie ETF Trust II91917A108 | BITCOIN STRATEGY | 11,300 | $5.90 萬 | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 201 | $2.80 萬 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 73 | $3,994 | <0.1% | – |