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 |
|---|---|---|---|---|---|---|---|---|
| BSCU | INVESCO EXCH TRD SLF IDX FD | $26.95万 | 0.04% | 16,117 | 299 | 1.9% | $4,999 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.63万 | 0.04% | 10,487 | 10,487 | — | $26.63万 | 新建仓 |
| IGSB | ISHARES TR | $26.59万 | 0.04% | 5,059 | 43 | 0.9% | $2,260 | 加仓 |
| DE | DEERE & CO | $26.36万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $26.35万 | 0.04% | 3,878 | 8 | 0.2% | $544 | 加仓 |
| KO | COCA COLA CO | $26.25万 | 0.04% | 3,452 | 4 | 0.1% | $304 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.21万 | 0.04% | 263 | 5 | 1.9% | $4,982 | 加仓 |
| BP | BP PLC | $26.16万 | 0.04% | 5,566 | -844 | -13.2% | -$3.97万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $25.92万 | 0.04% | 1,020 | 1,020 | — | $25.92万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $25.04万 | 0.04% | 11,196 | 224 | 2.0% | $5,010 | 加仓 |
| VIDI | ETF SER SOLUTIONS | $22.53万 | 0.03% | 6,238 | 70 | 1.1% | $2,528 | 加仓 |
| IWM | ISHARES TR | $21.95万 | 0.03% | 885 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $21.77万 | 0.03% | 2,637 | -869 | -24.8% | -$7.18万 | 减仓 |
| SHYG | ISHARES TR | $21.70万 | 0.03% | 5,130 | -2,301 | -31.0% | -$9.74万 | 减仓 |
| AOR | ISHARES TR | $21.69万 | 0.03% | 3,370 | -17 | -0.5% | -$1,094 | 减仓 |
| PFF | ISHARES TR | $21.33万 | 0.03% | 7,035 | -2,152 | -23.4% | -$6.52万 | 减仓 |
| GOOG | ALPHABET INC | $20.81万 | 0.03% | 725 | 32 | 4.6% | $9,184 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $20.79万 | 0.03% | 2,439 | -414 | -14.5% | -$3.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.30万 | 0.03% | 240 | 240 | — | $20.30万 | 新建仓 |
| UIS | UNISYS CORP | $6.80万 | 0.01% | 32,859 | 0 | 0.0% | — | 不变 |
| 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 |