Insight Wealth Partners, LLC
Plano TX · SEC CIK 0001627003
$7.13亿2026Q1 申报市值
120持仓数
80.4%前十大占比 · 第一大 65.2%
15 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEF 加仓+$356.68万
UTWO 新建仓+$284.42万
SNDK 新建仓+$101.65万
AAXJ 新建仓+$95.46万
INNOVATOR ETFS T 新建仓+$94.96万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$344.19万
CVNA 清仓-$91.37万
RKLB 清仓-$83.36万
BROS 清仓-$71.36万
PHYS 减仓-$66.97万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -2,165 | -100.0% | -$91.37万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -11,949 | -100.0% | -$83.36万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -11,657 | -100.0% | -$71.36万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,433 | -100.0% | -$48.37万 | 清仓 |
| KE | KIMBALL ELECTRONICS INC | $0 | 0.00% | 0 | -13,259 | -100.0% | -$36.89万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,117 | -100.0% | -$26.52万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -392 | -100.0% | -$26.41万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,316 | -100.0% | -$26.19万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,249 | -100.0% | -$24.06万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -9,196 | -100.0% | -$24.05万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -685 | -100.0% | -$20.29万 | 清仓 |
| UIS | UNISYS CORP | $6.80万 | 0.01% | 32,859 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.30万 | 0.03% | 240 | 240 | — | $20.30万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $20.79万 | 0.03% | 2,439 | -414 | -14.5% | -$3.53万 | 减仓 |
| GOOG | ALPHABET INC | $20.81万 | 0.03% | 725 | 32 | 4.6% | $9,184 | 加仓 |
| PFF | ISHARES TR | $21.33万 | 0.03% | 7,035 | -2,152 | -23.4% | -$6.52万 | 减仓 |
| AOR | ISHARES TR | $21.69万 | 0.03% | 3,370 | -17 | -0.5% | -$1,094 | 减仓 |
| SHYG | ISHARES TR | $21.70万 | 0.03% | 5,130 | -2,301 | -31.0% | -$9.74万 | 减仓 |
| SHY | ISHARES TR | $21.77万 | 0.03% | 2,637 | -869 | -24.8% | -$7.18万 | 减仓 |
| IWM | ISHARES TR | $21.95万 | 0.03% | 885 | 0 | 0.0% | — | 不变 |
| VIDI | ETF SER SOLUTIONS | $22.53万 | 0.03% | 6,238 | 70 | 1.1% | $2,528 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $25.04万 | 0.04% | 11,196 | 224 | 2.0% | $5,010 | 加仓 |
| XAR | SPDR SERIES TRUST | $25.92万 | 0.04% | 1,020 | 1,020 | — | $25.92万 | 新建仓 |
| BP | BP PLC | $26.16万 | 0.04% | 5,566 | -844 | -13.2% | -$3.97万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $26.21万 | 0.04% | 263 | 5 | 1.9% | $4,982 | 加仓 |
| KO | COCA COLA CO | $26.25万 | 0.04% | 3,452 | 4 | 0.1% | $304 | 加仓 |
| WPC | WP CAREY INC | $26.35万 | 0.04% | 3,878 | 8 | 0.2% | $544 | 加仓 |
| DE | DEERE & CO | $26.36万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.59万 | 0.04% | 5,059 | 43 | 0.9% | $2,260 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.63万 | 0.04% | 10,487 | 10,487 | — | $26.63万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $26.95万 | 0.04% | 16,117 | 299 | 1.9% | $4,999 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.02万 | 0.04% | 10,484 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $28.27万 | 0.04% | 307 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $29.52万 | 0.04% | 4,026 | 4,026 | — | $29.52万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $29.63万 | 0.04% | 12,786 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.85万 | 0.04% | 629 | 629 | — | $29.85万 | 新建仓 |
| — | VIRTUIX HOLDINGS INC. | $32.70万 | 0.05% | 48,298 | 48,298 | — | $32.70万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.71万 | 0.05% | 8,645 | 481 | 5.9% | $1.82万 | 加仓 |
| AOA | ISHARES TR | $32.97万 | 0.05% | 3,726 | 1,081 | 40.9% | $9.57万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $34.90万 | 0.05% | 17,870 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $35.13万 | 0.05% | 2,262 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST 看涨期权 | $36.98万 | 0.05% | 2,000 | 2,000 | — | $36.98万 | 新建仓 |
| EVR | EVERCORE INC | $37.43万 | 0.05% | 1,254 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $37.50万 | 0.05% | 9,401 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $38.80万 | 0.05% | 5,529 | 300 | 5.7% | $2.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $39.87万 | 0.06% | 3,020 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $43.17万 | 0.06% | 2,086 | -25 | -1.2% | -$5,173 | 减仓 |
| ECL | ECOLAB INC | $44.80万 | 0.06% | 1,684 | -80 | -4.5% | -$2.13万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $45.29万 | 0.06% | 32,632 | 2,467 | 8.2% | $3.42万 | 加仓 |
| AGG | ISHARES TR | $46.34万 | 0.06% | 4,668 | 548 | 13.3% | $5.44万 | 加仓 |
| WMT | WALMART INC | $48.16万 | 0.07% | 3,875 | 3,875 | — | $48.16万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $53.88万 | 0.08% | 28,875 | 268 | 0.9% | $5,001 | 加仓 |
| ABBV | ABBVIE INC | $54.13万 | 0.08% | 2,489 | -224 | -8.3% | -$4.87万 | 减仓 |
| F | FORD MTR CO | $54.62万 | 0.08% | 47,335 | 319 | 0.7% | $3,681 | 加仓 |
| SHV | ISHARES TR | $58.08万 | 0.08% | 5,261 | -2,025 | -27.8% | -$22.35万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $58.46万 | 0.08% | 29,789 | 254 | 0.9% | $4,985 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $59.35万 | 0.08% | 12,866 | 12,866 | — | $59.35万 | 新建仓 |
| META | META PLATFORMS INC | $62.31万 | 0.09% | 1,089 | 3 | 0.3% | $1,716 | 加仓 |
| IVV | ISHARES TR | $70.55万 | 0.10% | 1,080 | 386 | 55.6% | $25.21万 | 加仓 |
| TJX | TJX COS INC NEW | $70.95万 | 0.10% | 4,443 | 4,443 | — | $70.95万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.02万 | 0.10% | 4,855 | -368 | -7.0% | -$5.38万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $73.24万 | 0.10% | 4,996 | -36 | -0.7% | -$5,278 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $78.38万 | 0.11% | 4,740 | -246 | -4.9% | -$4.07万 | 减仓 |
| TOPT | ISHARES TR | $78.62万 | 0.11% | 27,469 | -5,720 | -17.2% | -$16.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $85.13万 | 0.12% | 2,894 | 80 | 2.8% | $2.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $86.14万 | 0.12% | 2,327 | -32 | -1.4% | -$1.18万 | 减仓 |
| IFRA | ISHARES TR | $87.12万 | 0.12% | 15,231 | 531 | 3.6% | $3.04万 | 加仓 |
| PCAR | PACCAR INC | $87.36万 | 0.12% | 7,564 | -235 | -3.0% | -$2.71万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $88.36万 | 0.12% | 43,264 | -749 | -1.7% | -$1.53万 | 减仓 |
| VBND | ETF SER SOLUTIONS | $88.51万 | 0.12% | 20,400 | 541 | 2.7% | $2.35万 | 加仓 |
| GDX | VANECK ETF TRUST | $90.02万 | 0.13% | 9,809 | 634 | 6.9% | $5.82万 | 加仓 |
| — | WESTERN ASSET PREMIER BD FD | $91.60万 | 0.13% | 86,574 | -8,274 | -8.7% | -$8.75万 | 减仓 |
| AA | ALCOA CORP | $92.74万 | 0.13% | 13,981 | 13,981 | — | $92.74万 | 新建仓 |
| IUSB | ISHARES TR | $93.36万 | 0.13% | 20,212 | 1,506 | 8.1% | $6.96万 | 加仓 |
| TSLA | TESLA INC | $94.24万 | 0.13% | 2,535 | 365 | 16.8% | $13.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.96万 | 0.13% | 34,836 | 34,836 | — | $94.96万 | 新建仓 |
| AAXJ | ISHARES TR | $95.46万 | 0.13% | 9,914 | 9,914 | — | $95.46万 | 新建仓 |
| PULS | PGIM ETF TR | $97.18万 | 0.14% | 19,632 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $99.94万 | 0.14% | 9,986 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $99.96万 | 0.14% | 3,476 | -81 | -2.3% | -$2.33万 | 减仓 |
| SNDK | SANDISK CORP | $101.65万 | 0.14% | 1,600 | 1,600 | — | $101.65万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $110.41万 | 0.15% | 5,687 | 1,005 | 21.5% | $19.51万 | 加仓 |
| RTX | RTX CORPORATION | $111.05万 | 0.16% | 5,757 | 90 | 1.6% | $1.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $114.18万 | 0.16% | 37,217 | -606 | -1.6% | -$1.86万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $115.60万 | 0.16% | 39,683 | -1,072 | -2.6% | -$3.12万 | 减仓 |
| CSCO | CISCO SYS INC | $122.89万 | 0.17% | 15,839 | -593 | -3.6% | -$4.60万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $123.92万 | 0.17% | 16,560 | 2,056 | 14.2% | $15.39万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $131.81万 | 0.18% | 5,260 | 6 | 0.1% | $1,503 | 加仓 |
| DBEF | DBX ETF TR | $139.42万 | 0.20% | 28,222 | 3,480 | 14.1% | $17.19万 | 加仓 |
| COWZ | PACER FDS TR | $151.31万 | 0.21% | 24,186 | -1,156 | -4.6% | -$7.23万 | 减仓 |
| — | EXXON MOBIL CORP | $159.76万 | 0.22% | 9,416 | 240 | 2.6% | $4.07万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $160.12万 | 0.22% | 49,328 | 26,192 | 113.2% | $85.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $169.44万 | 0.24% | 2,605 | -129 | -4.7% | -$8.39万 | 减仓 |
| TACK | CAPITOL SER TR | $187.20万 | 0.26% | 61,583 | -867 | -1.4% | -$2.64万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $187.33万 | 0.26% | 9,471 | -65 | -0.7% | -$1.29万 | 减仓 |
| GLD | SPDR GOLD TR | $192.86万 | 0.27% | 4,482 | 214 | 5.0% | $9.21万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $193.06万 | 0.27% | 54,476 | -18,898 | -25.8% | -$66.97万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $194.19万 | 0.27% | 17,529 | 1,392 | 8.6% | $15.42万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $202.43万 | 0.28% | 18,324 | 499 | 2.8% | $5.51万 | 加仓 |
| TBG | EA SERIES TRUST | $210.94万 | 0.30% | 60,510 | 6,415 | 11.9% | $22.36万 | 加仓 |