Insight Inv LLC
- SEC CIK
- 0001909322
- 最新申報
- 2026/7/23
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/23 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 109
- 較 2026 年第 1 季 +5
- 總值
- $2.12 億
- 較 2026 年第 1 季 +$2,939 萬 (+16.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 44,189 | $1,316 萬 | 6.2% | −1,500−3.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,858 | $1,002 萬 | 4.7% | −405−2.8% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 38,535 | $984.3 萬 | 4.6% | −1,597−4.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,410 | $908.9 萬 | 4.3% | −560−1.8% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 87,609 | $710.2 萬 | 3.3% | +1,730+2.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,409 | $657.9 萬 | 3.1% | −604−3.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,698 | $466.3 萬 | 2.2% | −1,000−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,625 | $446.0 萬 | 2.1% | −39−0.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 18,683 | $435.5 萬 | 2.1% | −655−3.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,213 | $427.8 萬 | 2.0% | +55+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,673 | $421.2 萬 | 2.0% | +80+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,286 | $421.0 萬 | 2.0% | −167−1.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 19,192 | $401.2 萬 | 1.9% | +256+1.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,764 | $397.9 萬 | 1.9% | −25−0.2% | 減碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 3,438 | $392.4 萬 | 1.8% | +53+1.6% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 9,453 | $379.9 萬 | 1.8% | −150−1.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 26,925 | $376.8 萬 | 1.8% | −55−0.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,245 | $365.2 萬 | 1.7% | −405−1.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,816 | $338.0 萬 | 1.6% | +29+0.2% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 13,638 | $324.5 萬 | 1.5% | −27−0.2% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,067 | $321.2 萬 | 1.5% | −45−0.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 40,400 | $319.3 萬 | 1.5% | +1,074+2.7% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 12,919 | $318.1 萬 | 1.5% | +106+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,724 | $315.9 萬 | 1.5% | −42−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 62,900 | $313.1 萬 | 1.5% | +10,767+20.7% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 24,077 | $312.4 萬 | 1.5% | +556+2.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 16,845 | $311.3 萬 | 1.5% | −220−1.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,494 | $310.5 萬 | 1.5% | −132−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,074 | $306.6 萬 | 1.4% | −55−0.5% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 40,655 | $286.7 萬 | 1.4% | +3,587+9.7% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,609 | $286.5 萬 | 1.4% | −780−3.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 17,277 | $286.4 萬 | 1.4% | −21−0.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,461 | $285.7 萬 | 1.3% | −1,521−6.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,335 | $275.3 萬 | 1.3% | +440+2.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,451 | $272.8 萬 | 1.3% | +435+8.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,428 | $262.5 萬 | 1.2% | −476−2.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 18,259 | $261.4 萬 | 1.2% | +42+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,084 | $250.4 萬 | 1.2% | +259+1.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,364 | $249.4 萬 | 1.2% | +875+8.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 16,496 | $241.9 萬 | 1.1% | +1,740+11.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,790 | $220.9 萬 | 1.0% | −806−4.3% | 減碼依 4 比 1 拆股換算 | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 108,495 | $217.6 萬 | 1.0% | −450−0.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,971 | $217.5 萬 | 1.0% | 00.0% | 不變 | – |
| PCARPaccar Inc | COM | 16,983 | $204.0 萬 | 1.0% | −250−1.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,864 | $196.7 萬 | 0.9% | −82−2.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,110 | $193.8 萬 | 0.9% | +4,171+7.3% | 加碼 | – |
| BPBP PLC | ADR | 52,121 | $192.6 萬 | 0.9% | −800−1.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 91,485 | $182.9 萬 | 0.9% | +4,675+5.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,631 | $170.5 萬 | 0.8% | −390−1.9% | 減碼 | – |
| LNCLincoln National Corp | COM | 47,727 | $168.7 萬 | 0.8% | −850−1.7% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,596 | $150.4 萬 | 0.7% | −1,915−10.9% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 6,545 | $144.3 萬 | 0.7% | −57−0.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,911 | $133.9 萬 | 0.6% | −330−2.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 58,051 | $120.2 萬 | 0.6% | −1,975−3.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,726 | $103.0 萬 | 0.5% | −70−2.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,152 | $85.3 萬 | 0.4% | −683−3.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,711 | $84.8 萬 | 0.4% | −565−3.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 8,115 | $83.9 萬 | 0.4% | −812−9.1% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,705 | $83.3 萬 | 0.4% | −215−2.4% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,690 | $74.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,309 | $72.1 萬 | 0.3% | −381−10.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,415 | $64.9 萬 | 0.3% | −120−1.4% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 1,618 | $62.6 萬 | 0.3% | −509−23.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,745 | $61.7 萬 | 0.3% | −137−7.3% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 13,645 | $58.9 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,495 | $51.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 533 | $49.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,750 | $48.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,271 | $44.8 萬 | 0.2% | −9−0.7% | 減碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,167 | $39.6 萬 | 0.2% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 1,410 | $39.5 萬 | 0.2% | −2,494−63.9% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,128 | $38.5 萬 | 0.2% | +1,128 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,344 | $34.6 萬 | 0.2% | −372−13.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,328 | $33.4 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,205 | $31.9 萬 | 0.2% | −56−2.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 600 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,509 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,443 | $28.9 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,752 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,205 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
| RGLDRoyal Gold Inc | Stock | 1,400 | $27.9 萬 | 0.1% | −115−7.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 982 | $26.5 萬 | 0.1% | −11−1.1% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 228 | $25.8 萬 | 0.1% | +228 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,716 | $25.4 萬 | 0.1% | −100−5.5% | 減碼 | – |
| CMICummins Inc | Stock | 350 | $25.0 萬 | 0.1% | +350 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 118 | $23.5 萬 | 0.1% | +118 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,715 | $20.4 萬 | 0.1% | +1,715 | 新進 | – |
| PSKYParamount Skydance Corp | COM CL B | 19,655 | $19.4 萬 | 0.1% | −735−3.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,883 | $18.2 萬 | 0.1% | −700−27.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 234 | $17.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,238 | $16.9 萬 | 0.1% | −299−19.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,113 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 585 | $14.2 萬 | 0.1% | −401−40.7% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 812 | $12.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 692 | $12.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,338 | $11.5 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 376 | $8.54 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 776 | $6.25 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 200 | $4.42 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 700 | $4.18 萬 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。