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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $34.86万 | 0.05% | 2,491 | 2,491 | — | $34.86万 | 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 |
| — | INNOVATOR ETFS TRUST | $32.80万 | 0.04% | 12,311 | 12,311 | — | $32.80万 | 新建仓 |
| COP | CONOCOPHILLIPS | $31.70万 | 0.04% | 3,050 | 30 | 1.0% | $3,118 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $31.20万 | 0.04% | 18,747 | 2,630 | 16.3% | $4.38万 | 加仓 |
| CAMT | CAMTEK LTD | $31.17万 | 0.04% | 1,911 | 1,911 | — | $31.17万 | 新建仓 |
| PEP | PEPSICO INC | $30.88万 | 0.04% | 2,281 | 19 | 0.8% | $2,573 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.59万 | 0.04% | 317 | 317 | — | $30.59万 | 新建仓 |
| LLY | ELI LILLY & CO | $30.58万 | 0.04% | 255 | -52 | -16.9% | -$6.24万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.94万 | 0.04% | 8,145 | -500 | -5.8% | -$1.84万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.93万 | 0.04% | 6,634 | 6,634 | — | $29.93万 | 新建仓 |
| DE | DEERE & CO | $29.69万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.55万 | 0.04% | 3,636 | 184 | 5.3% | $1.50万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $29.16万 | 0.04% | 12,701 | -85 | -0.7% | -$1,951 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.70万 | 0.04% | 10,414 | -70 | -0.7% | -$1,929 | 减仓 |
| WPC | WP CAREY INC | $27.73万 | 0.04% | 3,878 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.53万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.25万 | 0.04% | 10,487 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $27.25万 | 0.04% | 799 | 799 | — | $27.25万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.85万 | 0.04% | 287 | 24 | 9.1% | $2.25万 | 加仓 |
| IWM | ISHARES TR | $26.59万 | 0.04% | 885 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.58万 | 0.04% | 5,072 | 13 | 0.3% | $681 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $25.77万 | 0.03% | 3,973 | -53 | -1.3% | -$3,438 | 减仓 |
| AOR | ISHARES TR | $23.42万 | 0.03% | 3,370 | 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 |
| CL | COLGATE PALMOLIVE CO | $22.36万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $21.45万 | 0.03% | 7,035 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.20万 | 0.03% | 2,947 | 2,947 | — | $21.20万 | 新建仓 |
| ACWX | ISHARES TR | $21.19万 | 0.03% | 2,784 | 2,784 | — | $21.19万 | 新建仓 |
| SHY | ISHARES TR | $20.66万 | 0.03% | 2,516 | -121 | -4.6% | -$9,935 | 减仓 |
| SHYG | ISHARES TR | $20.20万 | 0.03% | 4,764 | -366 | -7.1% | -$1.55万 | 减仓 |
| IJK | ISHARES TR | $20.05万 | 0.03% | 1,706 | 1,706 | — | $20.05万 | 新建仓 |
| — | VIRTUIX HOLDINGS INC. | $14.73万 | 0.02% | 48,298 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $12.03万 | 0.02% | 32,859 | 0 | 0.0% | — | 不变 |
| DBI | DESIGNER BRANDS INC | $6.78万 | 0.01% | 11,625 | 11,625 | — | $6.78万 | 新建仓 |
| 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 |