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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -715,300 | -100.0% | -$4.65亿 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -5,757 | -100.0% | -$111.05万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -13,981 | -100.0% | -$92.74万 | 清仓 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | -27,469 | -100.0% | -$78.62万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -3,875 | -100.0% | -$48.16万 | 清仓 |
| SPXL | DIREXION SHARES ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$36.98万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,566 | -100.0% | -$26.16万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -240 | -100.0% | -$20.30万 | 清仓 |
| DBI | DESIGNER BRANDS INC | $6.78万 | 0.01% | 11,625 | 11,625 | — | $6.78万 | 新建仓 |
| UIS | UNISYS CORP | $12.03万 | 0.02% | 32,859 | 0 | 0.0% | — | 不变 |
| — | VIRTUIX HOLDINGS INC. | $14.73万 | 0.02% | 48,298 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $20.05万 | 0.03% | 1,706 | 1,706 | — | $20.05万 | 新建仓 |
| SHYG | ISHARES TR | $20.20万 | 0.03% | 4,764 | -366 | -7.1% | -$1.55万 | 减仓 |
| SHY | ISHARES TR | $20.66万 | 0.03% | 2,516 | -121 | -4.6% | -$9,935 | 减仓 |
| ACWX | ISHARES TR | $21.19万 | 0.03% | 2,784 | 2,784 | — | $21.19万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.20万 | 0.03% | 2,947 | 2,947 | — | $21.20万 | 新建仓 |
| PFF | ISHARES TR | $21.45万 | 0.03% | 7,035 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.36万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $23.34万 | 0.03% | 10,443 | -753 | -6.7% | -$1.68万 | 减仓 |
| AOR | ISHARES TR | $23.42万 | 0.03% | 3,370 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $25.77万 | 0.03% | 3,973 | -53 | -1.3% | -$3,438 | 减仓 |
| IGSB | ISHARES TR | $26.58万 | 0.04% | 5,072 | 13 | 0.3% | $681 | 加仓 |
| IWM | ISHARES TR | $26.59万 | 0.04% | 885 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.85万 | 0.04% | 287 | 24 | 9.1% | $2.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.25万 | 0.04% | 799 | 799 | — | $27.25万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.25万 | 0.04% | 10,487 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.53万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $27.73万 | 0.04% | 3,878 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.70万 | 0.04% | 10,414 | -70 | -0.7% | -$1,929 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $29.16万 | 0.04% | 12,701 | -85 | -0.7% | -$1,951 | 减仓 |
| KO | COCA COLA CO | $29.55万 | 0.04% | 3,636 | 184 | 5.3% | $1.50万 | 加仓 |
| DE | DEERE & CO | $29.69万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.93万 | 0.04% | 6,634 | 6,634 | — | $29.93万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.94万 | 0.04% | 8,145 | -500 | -5.8% | -$1.84万 | 减仓 |
| LLY | ELI LILLY & CO | $30.58万 | 0.04% | 255 | -52 | -16.9% | -$6.24万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.59万 | 0.04% | 317 | 317 | — | $30.59万 | 新建仓 |
| PEP | PEPSICO INC | $30.88万 | 0.04% | 2,281 | 19 | 0.8% | $2,573 | 加仓 |
| CAMT | CAMTEK LTD | $31.17万 | 0.04% | 1,911 | 1,911 | — | $31.17万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $31.20万 | 0.04% | 18,747 | 2,630 | 16.3% | $4.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $31.70万 | 0.04% | 3,050 | 30 | 1.0% | $3,118 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.80万 | 0.04% | 12,311 | 12,311 | — | $32.80万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $33.17万 | 0.04% | 16,989 | -881 | -4.9% | -$1.72万 | 减仓 |
| C | CITIGROUP INC | $34.86万 | 0.05% | 2,491 | 2,491 | — | $34.86万 | 新建仓 |
| ENB | ENBRIDGE INC | $35.46万 | 0.05% | 6,542 | 6,542 | — | $35.46万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $35.78万 | 0.05% | 310 | 310 | — | $35.78万 | 新建仓 |
| VIDI | ETF SER SOLUTIONS | $35.79万 | 0.05% | 9,174 | 2,936 | 47.1% | $11.45万 | 加仓 |
| GOOG | ALPHABET INC | $36.66万 | 0.05% | 1,037 | 312 | 43.0% | $11.03万 | 加仓 |
| XAR | SPDR SERIES TRUST | $37.02万 | 0.05% | 1,305 | 285 | 27.9% | $8.09万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $37.76万 | 0.05% | 7,411 | 7,411 | — | $37.76万 | 新建仓 |
| AOK | ISHARES TR | $39.00万 | 0.05% | 9,401 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $39.50万 | 0.05% | 3,374 | 3,374 | — | $39.50万 | 新建仓 |
| DGRO | ISHARES TR | $40.11万 | 0.05% | 5,292 | -237 | -4.3% | -$1.80万 | 减仓 |
| EVR | EVERCORE INC | $41.76万 | 0.06% | 1,223 | -31 | -2.5% | -$1.06万 | 减仓 |
| AOA | ISHARES TR | $42.16万 | 0.06% | 4,320 | 594 | 15.9% | $5.80万 | 加仓 |
| AGG | ISHARES TR | $42.71万 | 0.06% | 4,315 | -353 | -7.6% | -$3.49万 | 减仓 |
| CAT | CATERPILLAR INC | $42.92万 | 0.06% | 403 | 403 | — | $42.92万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.63万 | 0.06% | 751 | 751 | — | $43.63万 | 新建仓 |
| ECL | ECOLAB INC | $44.22万 | 0.06% | 1,587 | -97 | -5.8% | -$2.70万 | 减仓 |
| ABBV | ABBVIE INC | $51.28万 | 0.07% | 2,038 | -451 | -18.1% | -$11.35万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $53.89万 | 0.07% | 1,249 | 1,249 | — | $53.89万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $55.12万 | 0.07% | 29,677 | 802 | 2.8% | $1.49万 | 加仓 |
| META | META PLATFORMS INC | $55.15万 | 0.07% | 979 | -110 | -10.1% | -$6.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.43万 | 0.08% | 4,837 | -18 | -0.4% | -$2,100 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $57.93万 | 0.08% | 29,533 | -256 | -0.9% | -$5,021 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $60.19万 | 0.08% | 12,163 | -703 | -5.5% | -$3.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $60.92万 | 0.08% | 4,813 | 4,813 | — | $60.92万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $61.09万 | 0.08% | 32,511 | -121 | -0.4% | -$2,274 | 减仓 |
| SHV | ISHARES TR | $61.97万 | 0.08% | 5,616 | 355 | 6.7% | $3.92万 | 加仓 |
| IUSB | ISHARES TR | $63.44万 | 0.09% | 13,747 | -6,465 | -32.0% | -$29.84万 | 减仓 |
| TJX | TJX COS INC NEW | $66.31万 | 0.09% | 4,377 | -66 | -1.5% | -$9,999 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $73.32万 | 0.10% | 8,038 | 8,038 | — | $73.32万 | 新建仓 |
| GDX | VANECK ETF TRUST | $74.39万 | 0.10% | 9,859 | 50 | 0.5% | $3,772 | 加仓 |
| TMB | THORNBURG ETF TR | $77.77万 | 0.10% | 30,679 | 30,679 | — | $77.77万 | 新建仓 |
| VMI | VALMONT INDS INC | $80.11万 | 0.11% | 1,387 | 1,387 | — | $80.11万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $80.93万 | 0.11% | 5,101 | 105 | 2.1% | $1.67万 | 加仓 |
| — | WESTERN ASSET PREMIER BD FD | $85.15万 | 0.11% | 79,951 | -6,623 | -7.7% | -$7.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $86.55万 | 0.12% | 2,320 | -7 | -0.3% | -$2,611 | 减仓 |
| PCAR | PACCAR INC | $90.86万 | 0.12% | 7,564 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $91.18万 | 0.12% | 2,785 | -109 | -3.8% | -$3.57万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $91.49万 | 0.12% | 44,927 | 1,663 | 3.8% | $3.39万 | 加仓 |
| IVV | ISHARES TR | $93.40万 | 0.13% | 1,247 | 167 | 15.5% | $12.51万 | 加仓 |
| — | ETF SER SOLUTIONS | $93.92万 | 0.13% | 9,385 | -601 | -6.0% | -$6.01万 | 减仓 |
| PULS | PGIM ETF TR | $94.02万 | 0.13% | 18,974 | -658 | -3.4% | -$3.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $97.52万 | 0.13% | 34,836 | 0 | 0.0% | — | 不变 |
| VBND | ETF SER SOLUTIONS | $98.83万 | 0.13% | 22,653 | 2,253 | 11.0% | $9.83万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $100.82万 | 0.14% | 4,676 | -64 | -1.4% | -$1.38万 | 减仓 |
| IFRA | ISHARES TR | $103.72万 | 0.14% | 16,453 | 1,222 | 8.0% | $7.70万 | 加仓 |
| TSLA | TESLA INC | $109.57万 | 0.15% | 2,605 | 70 | 2.8% | $2.94万 | 加仓 |
| COWZ | PACER FDS TR | $115.29万 | 0.15% | 18,536 | -5,650 | -23.4% | -$35.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $116.41万 | 0.16% | 36,710 | -507 | -1.4% | -$1.61万 | 减仓 |
| GOOGL | ALPHABET INC | $122.73万 | 0.16% | 3,434 | -42 | -1.2% | -$1.50万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $134.02万 | 0.18% | 39,603 | -80 | -0.2% | -$2,707 | 减仓 |
| CVX | CHEVRON CORPORATION | $138.09万 | 0.19% | 8,330 | 6,244 | 299.3% | $103.51万 | 加仓 |
| — | EXXON MOBIL CORP | $149.04万 | 0.20% | 10,901 | 1,485 | 15.8% | $20.30万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $153.38万 | 0.21% | 45,284 | -4,044 | -8.2% | -$13.70万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $153.62万 | 0.21% | 19,843 | 3,283 | 19.8% | $25.42万 | 加仓 |
| TXN | TEXAS INSTRS INC | $163.01万 | 0.22% | 5,469 | -218 | -3.8% | -$6.50万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $164.35万 | 0.22% | 54,476 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $166.50万 | 0.22% | 9,472 | 1 | 0.0% | $176 | 加仓 |
| GLD | SPDR GOLD TR | $167.35万 | 0.22% | 4,543 | 61 | 1.4% | $2.25万 | 加仓 |