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 | $4.49亿 | 60.34% | 601,827 | 599,222 | 23,002.8% | $4.47亿 | 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 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,292.97万 | 3.08% | 277,432 | 4,621 | 1.7% | $38.19万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,214.08万 | 1.63% | 240,079 | -36,099 | -13.1% | -$182.55万 | 减仓 |
| LQD | ISHARES TR | $1,161.88万 | 1.56% | 106,526 | -33,182 | -23.8% | -$361.92万 | 减仓 |
| F | FORD MTR CO | $900.48万 | 1.21% | 647,831 | 600,496 | 1,268.6% | $834.69万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $890.55万 | 1.20% | 195,769 | -57,170 | -22.6% | -$260.07万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $730.06万 | 0.98% | 136,459 | 13,885 | 11.3% | $74.28万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $712.26万 | 0.96% | 152,068 | 15,656 | 11.5% | $73.33万 | 加仓 |
| IEF | ISHARES TR | $643.65万 | 0.86% | 68,061 | -4,450 | -6.1% | -$42.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $570.27万 | 0.77% | 28,500 | 687 | 2.5% | $13.75万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $530.78万 | 0.71% | 256,849 | 30,221 | 13.3% | $62.45万 | 加仓 |
| SOXX | ISHARES TR | $520.12万 | 0.70% | 8,117 | 289 | 3.7% | $18.52万 | 加仓 |
| TIP | ISHARES TR | $490.78万 | 0.66% | 44,849 | -15,783 | -26.0% | -$172.71万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $489.22万 | 0.66% | 104,378 | -37,292 | -26.3% | -$174.79万 | 减仓 |
| HYG | ISHARES TR | $478.30万 | 0.64% | 59,809 | -12,722 | -17.5% | -$101.74万 | 减仓 |
| FALN | ISHARES TR | $427.66万 | 0.57% | 156,998 | -27,140 | -14.7% | -$73.93万 | 减仓 |
| EEM | ISHARES TR | $417.10万 | 0.56% | 60,971 | 60,971 | — | $417.10万 | 新建仓 |
| IAU | ISHARES GOLD TR | $402.86万 | 0.54% | 53,352 | 605 | 1.1% | $4.57万 | 加仓 |
| SNPE | DBX ETF TR | $371.95万 | 0.50% | 54,015 | 2,818 | 5.5% | $19.40万 | 加仓 |
| SNDK | SANDISK CORP | $365.39万 | 0.49% | 1,607 | 7 | 0.4% | $1.59万 | 加仓 |
| UTWO | RBB FD INC | $351.13万 | 0.47% | 73,213 | 14,305 | 24.3% | $68.61万 | 加仓 |
| EMB | ISHARES TR | $349.40万 | 0.47% | 36,230 | -10,791 | -22.9% | -$104.07万 | 减仓 |
| UMI | USCF ETF TR | $338.28万 | 0.45% | 57,492 | 4,726 | 9.0% | $27.81万 | 加仓 |
| AVGO | BROADCOM INC | $327.35万 | 0.44% | 8,666 | 954 | 12.4% | $36.04万 | 加仓 |
| AAPL | APPLE INC | $297.83万 | 0.40% | 10,293 | 532 | 5.5% | $15.39万 | 加仓 |
| MUB | ISHARES TR | $279.11万 | 0.37% | 25,935 | -7,644 | -22.8% | -$82.26万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $278.01万 | 0.37% | 53,268 | 53,268 | — | $278.01万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $267.28万 | 0.36% | 20,058 | 2,529 | 14.4% | $33.70万 | 加仓 |
| — | ISHARES TR | $261.47万 | 0.35% | 30,240 | 3,299 | 12.2% | $28.52万 | 加仓 |
| AMZN | AMAZON COM INC | $258.07万 | 0.35% | 10,828 | -52 | -0.5% | -$1.24万 | 减仓 |
| CMBS | ISHARES TR | $256.30万 | 0.34% | 52,683 | -18,170 | -25.6% | -$88.40万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $241.83万 | 0.32% | 19,384 | 1,060 | 5.8% | $13.22万 | 加仓 |
| BOND | PIMCO ETF TR | $240.93万 | 0.32% | 26,129 | -10,186 | -28.0% | -$93.92万 | 减仓 |
| TBG | EA SERIES TRUST | $237.42万 | 0.32% | 65,119 | 4,609 | 7.6% | $16.80万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $232.39万 | 0.31% | 22,551 | 280 | 1.3% | $2.89万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $227.35万 | 0.31% | 103,724 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $221.69万 | 0.30% | 18,578 | 8,664 | 87.4% | $103.39万 | 加仓 |
| TACK | CAPITOL SER TR | $201.39万 | 0.27% | 63,671 | 2,088 | 3.4% | $6.60万 | 加仓 |
| DBEF | DBX ETF TR | $187.54万 | 0.25% | 34,329 | 6,107 | 21.6% | $33.36万 | 加仓 |
| CSCO | CISCO SYS INC | $182.52万 | 0.25% | 15,539 | -300 | -1.9% | -$3.52万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $174.31万 | 0.23% | 5,206 | -54 | -1.0% | -$1.81万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $173.01万 | 0.23% | 21,892 | -7,494 | -25.5% | -$59.22万 | 减仓 |
| GLD | SPDR GOLD TR | $167.35万 | 0.22% | 4,543 | 61 | 1.4% | $2.25万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $166.50万 | 0.22% | 9,472 | 1 | 0.0% | $176 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $164.35万 | 0.22% | 54,476 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $163.01万 | 0.22% | 5,469 | -218 | -3.8% | -$6.50万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $153.62万 | 0.21% | 19,843 | 3,283 | 19.8% | $25.42万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $153.38万 | 0.21% | 45,284 | -4,044 | -8.2% | -$13.70万 | 减仓 |
| — | EXXON MOBIL CORP | $149.04万 | 0.20% | 10,901 | 1,485 | 15.8% | $20.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $138.09万 | 0.19% | 8,330 | 6,244 | 299.3% | $103.51万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $134.02万 | 0.18% | 39,603 | -80 | -0.2% | -$2,707 | 减仓 |
| GOOGL | ALPHABET INC | $122.73万 | 0.16% | 3,434 | -42 | -1.2% | -$1.50万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $116.41万 | 0.16% | 36,710 | -507 | -1.4% | -$1.61万 | 减仓 |
| COWZ | PACER FDS TR | $115.29万 | 0.15% | 18,536 | -5,650 | -23.4% | -$35.14万 | 减仓 |
| TSLA | TESLA INC | $109.57万 | 0.15% | 2,605 | 70 | 2.8% | $2.94万 | 加仓 |
| IFRA | ISHARES TR | $103.72万 | 0.14% | 16,453 | 1,222 | 8.0% | $7.70万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $100.82万 | 0.14% | 4,676 | -64 | -1.4% | -$1.38万 | 减仓 |
| VBND | ETF SER SOLUTIONS | $98.83万 | 0.13% | 22,653 | 2,253 | 11.0% | $9.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $97.52万 | 0.13% | 34,836 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $94.02万 | 0.13% | 18,974 | -658 | -3.4% | -$3.26万 | 减仓 |
| — | ETF SER SOLUTIONS | $93.92万 | 0.13% | 9,385 | -601 | -6.0% | -$6.01万 | 减仓 |
| IVV | ISHARES TR | $93.40万 | 0.13% | 1,247 | 167 | 15.5% | $12.51万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $91.49万 | 0.12% | 44,927 | 1,663 | 3.8% | $3.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $91.18万 | 0.12% | 2,785 | -109 | -3.8% | -$3.57万 | 减仓 |
| PCAR | PACCAR INC | $90.86万 | 0.12% | 7,564 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $86.55万 | 0.12% | 2,320 | -7 | -0.3% | -$2,611 | 减仓 |
| — | WESTERN ASSET PREMIER BD FD | $85.15万 | 0.11% | 79,951 | -6,623 | -7.7% | -$7.05万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $80.93万 | 0.11% | 5,101 | 105 | 2.1% | $1.67万 | 加仓 |
| VMI | VALMONT INDS INC | $80.11万 | 0.11% | 1,387 | 1,387 | — | $80.11万 | 新建仓 |
| TMB | THORNBURG ETF TR | $77.77万 | 0.10% | 30,679 | 30,679 | — | $77.77万 | 新建仓 |
| GDX | VANECK ETF TRUST | $74.39万 | 0.10% | 9,859 | 50 | 0.5% | $3,772 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $73.32万 | 0.10% | 8,038 | 8,038 | — | $73.32万 | 新建仓 |
| TJX | TJX COS INC NEW | $66.31万 | 0.09% | 4,377 | -66 | -1.5% | -$9,999 | 减仓 |
| IUSB | ISHARES TR | $63.44万 | 0.09% | 13,747 | -6,465 | -32.0% | -$29.84万 | 减仓 |
| SHV | ISHARES TR | $61.97万 | 0.08% | 5,616 | 355 | 6.7% | $3.92万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $61.09万 | 0.08% | 32,511 | -121 | -0.4% | -$2,274 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $60.92万 | 0.08% | 4,813 | 4,813 | — | $60.92万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $60.19万 | 0.08% | 12,163 | -703 | -5.5% | -$3.48万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $57.93万 | 0.08% | 29,533 | -256 | -0.9% | -$5,021 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.43万 | 0.08% | 4,837 | -18 | -0.4% | -$2,100 | 减仓 |
| META | META PLATFORMS INC | $55.15万 | 0.07% | 979 | -110 | -10.1% | -$6.20万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $55.12万 | 0.07% | 29,677 | 802 | 2.8% | $1.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $53.89万 | 0.07% | 1,249 | 1,249 | — | $53.89万 | 新建仓 |
| ABBV | ABBVIE INC | $51.28万 | 0.07% | 2,038 | -451 | -18.1% | -$11.35万 | 减仓 |
| ECL | ECOLAB INC | $44.22万 | 0.06% | 1,587 | -97 | -5.8% | -$2.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.63万 | 0.06% | 751 | 751 | — | $43.63万 | 新建仓 |
| CAT | CATERPILLAR INC | $42.92万 | 0.06% | 403 | 403 | — | $42.92万 | 新建仓 |
| AGG | ISHARES TR | $42.71万 | 0.06% | 4,315 | -353 | -7.6% | -$3.49万 | 减仓 |
| AOA | ISHARES TR | $42.16万 | 0.06% | 4,320 | 594 | 15.9% | $5.80万 | 加仓 |
| EVR | EVERCORE INC | $41.76万 | 0.06% | 1,223 | -31 | -2.5% | -$1.06万 | 减仓 |
| DGRO | ISHARES TR | $40.11万 | 0.05% | 5,292 | -237 | -4.3% | -$1.80万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $39.50万 | 0.05% | 3,374 | 3,374 | — | $39.50万 | 新建仓 |
| AOK | ISHARES TR | $39.00万 | 0.05% | 9,401 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $37.76万 | 0.05% | 7,411 | 7,411 | — | $37.76万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $37.02万 | 0.05% | 1,305 | 285 | 27.9% | $8.09万 | 加仓 |
| GOOG | ALPHABET INC | $36.66万 | 0.05% | 1,037 | 312 | 43.0% | $11.03万 | 加仓 |
| VIDI | ETF SER SOLUTIONS | $35.79万 | 0.05% | 9,174 | 2,936 | 47.1% | $11.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $35.78万 | 0.05% | 310 | 310 | — | $35.78万 | 新建仓 |
| ENB | ENBRIDGE INC | $35.46万 | 0.05% | 6,542 | 6,542 | — | $35.46万 | 新建仓 |