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 |
|---|---|---|---|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | $222.40万 | 0.31% | 22,271 | 218 | 1.0% | $2.18万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $226.26万 | 0.32% | 103,724 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $226.60万 | 0.32% | 10,880 | 165 | 1.5% | $3.44万 | 加仓 |
| — | ISHARES TR | $232.61万 | 0.33% | 26,941 | -464 | -1.7% | -$4.01万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $232.94万 | 0.33% | 29,386 | -3,050 | -9.4% | -$24.18万 | 减仓 |
| AVGO | BROADCOM INC | $238.69万 | 0.33% | 7,712 | 42 | 0.5% | $1.30万 | 加仓 |
| AAPL | APPLE INC | $247.73万 | 0.35% | 9,761 | 15 | 0.2% | $3,807 | 加仓 |
| SOXX | ISHARES TR | $257.26万 | 0.36% | 7,828 | 110 | 1.4% | $3.62万 | 加仓 |
| UTWO | RBB FD INC | $284.42万 | 0.40% | 58,908 | 58,908 | — | $284.42万 | 新建仓 |
| SNPE | DBX ETF TR | $304.88万 | 0.43% | 51,197 | 1,004 | 2.0% | $5.98万 | 加仓 |
| UMI | USCF ETF TR | $309.16万 | 0.43% | 52,766 | 3,654 | 7.4% | $21.41万 | 加仓 |
| BOND | PIMCO ETF TR | $335.11万 | 0.47% | 36,315 | 2,565 | 7.6% | $23.67万 | 加仓 |
| CMBS | ISHARES TR | $345.27万 | 0.48% | 70,853 | 4,456 | 6.7% | $21.71万 | 加仓 |
| MUB | ISHARES TR | $356.44万 | 0.50% | 33,579 | 564 | 1.7% | $5.99万 | 加仓 |
| EMB | ISHARES TR | $441.67万 | 0.62% | 47,021 | 1,890 | 4.2% | $17.75万 | 加仓 |
| IAU | ISHARES GOLD TR | $465.02万 | 0.65% | 52,747 | -39,042 | -42.5% | -$344.19万 | 减仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $467.74万 | 0.66% | 226,628 | 6,038 | 2.7% | $12.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $485.07万 | 0.68% | 27,813 | 545 | 2.0% | $9.50万 | 加仓 |
| FALN | ISHARES TR | $492.02万 | 0.69% | 184,138 | 9,939 | 5.7% | $26.56万 | 加仓 |
| HYG | ISHARES TR | $577.06万 | 0.81% | 72,531 | 4,247 | 6.2% | $33.79万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $641.37万 | 0.90% | 136,412 | 669 | 0.5% | $3.15万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $659.08万 | 0.92% | 122,574 | 518 | 0.4% | $2.79万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $663.44万 | 0.93% | 141,670 | 9,642 | 7.3% | $45.15万 | 加仓 |
| TIP | ISHARES TR | $669.13万 | 0.94% | 60,632 | 3,407 | 6.0% | $37.60万 | 加仓 |
| IEF | ISHARES TR | $692.05万 | 0.97% | 72,511 | 37,372 | 106.4% | $356.68万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,153.91万 | 1.62% | 252,939 | 15,130 | 6.4% | $69.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,397.74万 | 1.96% | 276,178 | 7,976 | 3.0% | $40.37万 | 加仓 |
| LQD | ISHARES TR | $1,522.68万 | 2.14% | 139,708 | 4,658 | 3.4% | $50.77万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $1,785.83万 | 2.50% | 96,589 | -2,569 | -2.6% | -$47.50万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,257.51万 | 3.17% | 272,811 | -3,139 | -1.1% | -$25.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $4.65亿 | 65.24% | 715,300 | -2,300 | -0.3% | -$149.58万 | 减仓 |