Insight Wealth Partners, LLC
Plano TX · SEC CIK 0001627003
$7.45亿2026Q2 申报市值
135持仓数
78.2%前十大占比 · 第一大 60.3%
23 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$4.47亿
SPXL 加仓+$2,156.15万
F 加仓+$834.69万
EEM 新建仓+$417.10万
JPLD 新建仓+$278.01万
2026Q2 卖出最多 按季末市值估算
LQD 减仓-$361.92万
FBND 减仓-$260.07万
JPST 减仓-$182.55万
GTO 减仓-$174.79万
TIP 减仓-$172.71万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $173.01万 | 0.23% | 21,892 | -7,494 | -25.5% | -$59.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $174.31万 | 0.23% | 5,206 | -54 | -1.0% | -$1.81万 | 减仓 |
| CSCO | CISCO SYS INC | $182.52万 | 0.25% | 15,539 | -300 | -1.9% | -$3.52万 | 减仓 |
| DBEF | DBX ETF TR | $187.54万 | 0.25% | 34,329 | 6,107 | 21.6% | $33.36万 | 加仓 |
| TACK | CAPITOL SER TR | $201.39万 | 0.27% | 63,671 | 2,088 | 3.4% | $6.60万 | 加仓 |
| AAXJ | ISHARES TR | $221.69万 | 0.30% | 18,578 | 8,664 | 87.4% | $103.39万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $227.35万 | 0.31% | 103,724 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $232.39万 | 0.31% | 22,551 | 280 | 1.3% | $2.89万 | 加仓 |
| TBG | EA SERIES TRUST | $237.42万 | 0.32% | 65,119 | 4,609 | 7.6% | $16.80万 | 加仓 |
| BOND | PIMCO ETF TR | $240.93万 | 0.32% | 26,129 | -10,186 | -28.0% | -$93.92万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $241.83万 | 0.32% | 19,384 | 1,060 | 5.8% | $13.22万 | 加仓 |
| CMBS | ISHARES TR | $256.30万 | 0.34% | 52,683 | -18,170 | -25.6% | -$88.40万 | 减仓 |
| AMZN | AMAZON COM INC | $258.07万 | 0.35% | 10,828 | -52 | -0.5% | -$1.24万 | 减仓 |
| — | ISHARES TR | $261.47万 | 0.35% | 30,240 | 3,299 | 12.2% | $28.52万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $267.28万 | 0.36% | 20,058 | 2,529 | 14.4% | $33.70万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $278.01万 | 0.37% | 53,268 | 53,268 | — | $278.01万 | 新建仓 |
| MUB | ISHARES TR | $279.11万 | 0.37% | 25,935 | -7,644 | -22.8% | -$82.26万 | 减仓 |
| AAPL | APPLE INC | $297.83万 | 0.40% | 10,293 | 532 | 5.5% | $15.39万 | 加仓 |
| AVGO | BROADCOM INC | $327.35万 | 0.44% | 8,666 | 954 | 12.4% | $36.04万 | 加仓 |
| UMI | USCF ETF TR | $338.28万 | 0.45% | 57,492 | 4,726 | 9.0% | $27.81万 | 加仓 |
| EMB | ISHARES TR | $349.40万 | 0.47% | 36,230 | -10,791 | -22.9% | -$104.07万 | 减仓 |
| UTWO | RBB FD INC | $351.13万 | 0.47% | 73,213 | 14,305 | 24.3% | $68.61万 | 加仓 |
| SNDK | SANDISK CORP | $365.39万 | 0.49% | 1,607 | 7 | 0.4% | $1.59万 | 加仓 |
| SNPE | DBX ETF TR | $371.95万 | 0.50% | 54,015 | 2,818 | 5.5% | $19.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $402.86万 | 0.54% | 53,352 | 605 | 1.1% | $4.57万 | 加仓 |
| EEM | ISHARES TR | $417.10万 | 0.56% | 60,971 | 60,971 | — | $417.10万 | 新建仓 |
| FALN | ISHARES TR | $427.66万 | 0.57% | 156,998 | -27,140 | -14.7% | -$73.93万 | 减仓 |
| HYG | ISHARES TR | $478.30万 | 0.64% | 59,809 | -12,722 | -17.5% | -$101.74万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $489.22万 | 0.66% | 104,378 | -37,292 | -26.3% | -$174.79万 | 减仓 |
| TIP | ISHARES TR | $490.78万 | 0.66% | 44,849 | -15,783 | -26.0% | -$172.71万 | 减仓 |
| SOXX | ISHARES TR | $520.12万 | 0.70% | 8,117 | 289 | 3.7% | $18.52万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $530.78万 | 0.71% | 256,849 | 30,221 | 13.3% | $62.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $570.27万 | 0.77% | 28,500 | 687 | 2.5% | $13.75万 | 加仓 |
| IEF | ISHARES TR | $643.65万 | 0.86% | 68,061 | -4,450 | -6.1% | -$42.08万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $712.26万 | 0.96% | 152,068 | 15,656 | 11.5% | $73.33万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $730.06万 | 0.98% | 136,459 | 13,885 | 11.3% | $74.28万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $890.55万 | 1.20% | 195,769 | -57,170 | -22.6% | -$260.07万 | 减仓 |
| F | FORD MTR CO | $900.48万 | 1.21% | 647,831 | 600,496 | 1,268.6% | $834.69万 | 加仓 |
| LQD | ISHARES TR | $1,161.88万 | 1.56% | 106,526 | -33,182 | -23.8% | -$361.92万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,214.08万 | 1.63% | 240,079 | -36,099 | -13.1% | -$182.55万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,292.97万 | 3.08% | 277,432 | 4,621 | 1.7% | $38.19万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $4,770.52万 | 6.41% | 176,249 | 79,660 | 82.5% | $2,156.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.49亿 | 60.34% | 601,827 | 599,222 | 23,002.8% | $4.47亿 | 加仓 |