Insight Wealth Strategies, LLC
SAN RAMON CA · SEC CIK 0001749914
$8.96亿2026Q1 申报市值
177持仓数
29.7%前十大占比 · 第一大 4.0%
17 / 10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
VPLS 新建仓+$2,662.12万
VLUE 加仓+$2,181.04万
INVESCO EXCH TRA 新建仓+$1,614.44万
STIP 新建仓+$1,226.10万
IHE 新建仓+$1,028.82万
2026Q1 卖出最多 按季末市值估算
TLT 减仓-$2,530.27万
VYM 减仓-$1,296.98万
XLC 清仓-$1,281.53万
PFF 减仓-$1,060.51万
TFLR 减仓-$1,046.22万
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 |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -108,862 | -100.0% | -$1,281.53万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -17,459 | -100.0% | -$449.09万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -49,937 | -100.0% | -$421.27万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6,355 | -100.0% | -$420.96万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,034 | -100.0% | -$27.83万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -10,091 | -100.0% | -$26.72万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -5,150 | -100.0% | -$26.32万 | 清仓 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -11,558 | -100.0% | -$25.68万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,182 | -100.0% | -$22.98万 | 清仓 |
| USXF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -19,348 | -100.0% | -$10.87万 | 清仓 |
| RELL | RICHARDSON ELECTRS LTD | $10.95万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $15.66万 | 0.02% | 13,946 | 161 | 1.2% | $1,808 | 加仓 |
| SLV | ISHARES SILVER TR | $20.06万 | 0.02% | 2,944 | 2,944 | — | $20.06万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.05万 | 0.02% | 4,263 | 20 | 0.5% | $987 | 加仓 |
| ATI | ATI INC | $21.15万 | 0.02% | 1,454 | 1,454 | — | $21.15万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.15万 | 0.02% | 212 | 212 | — | $21.15万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.84万 | 0.02% | 7,118 | 7,118 | — | $21.84万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $22.41万 | 0.03% | 2,289 | -604 | -20.9% | -$5.91万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.00万 | 0.03% | 7,896 | 2 | 0.0% | $58 | 加仓 |
| BIO | BIO RAD LABS INC | $23.39万 | 0.03% | 839 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $23.63万 | 0.03% | 1,106 | 1 | 0.1% | $214 | 加仓 |
| SHEL | SHELL PLC | $23.71万 | 0.03% | 2,549 | 2,549 | — | $23.71万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.73万 | 0.03% | 258 | 16 | 6.6% | $1.47万 | 加仓 |
| DSI | ISHARES TR | $23.82万 | 0.03% | 1,965 | 13 | 0.7% | $1,576 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $23.92万 | 0.03% | 38,964 | 244 | 0.6% | $1,498 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.19万 | 0.03% | 785 | 2 | 0.3% | $642 | 加仓 |
| GEV | GE VERNOVA INC | $25.35万 | 0.03% | 290 | 290 | — | $25.35万 | 新建仓 |
| LOW | LOWES COS INC | $25.69万 | 0.03% | 1,087 | -164 | -13.1% | -$3.88万 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $26.64万 | 0.03% | 28,016 | 537 | 2.0% | $5,107 | 加仓 |
| IEFA | ISHARES TR | $27.24万 | 0.03% | 3,009 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.28万 | 0.03% | 3,587 | 3 | 0.1% | $228 | 加仓 |
| — | WISDOMTREE TR | $27.31万 | 0.03% | 7,244 | 7,244 | — | $27.31万 | 新建仓 |
| MLI | MUELLER INDS INC | $27.90万 | 0.03% | 2,518 | 5 | 0.2% | $554 | 加仓 |
| BAC | BANK AMERICA CORP | $30.52万 | 0.03% | 6,260 | -5 | -0.1% | -$244 | 减仓 |
| IQLT | ISHARES TR | $30.59万 | 0.03% | 6,617 | -3,324 | -33.4% | -$15.37万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $30.84万 | 0.03% | 6,122 | -714 | -10.4% | -$3.60万 | 减仓 |
| — | WISDOMTREE TR | $31.14万 | 0.03% | 9,244 | 1,209 | 15.0% | $4.07万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $31.67万 | 0.04% | 8,754 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $31.95万 | 0.04% | 13,920 | 166 | 1.2% | $3,810 | 加仓 |
| PEP | PEPSICO INC | $32.86万 | 0.04% | 2,116 | -15 | -0.7% | -$2,329 | 减仓 |
| GLD | SPDR GOLD TR | $32.87万 | 0.04% | 764 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.02万 | 0.04% | 5,152 | 604 | 13.3% | $3.87万 | 加仓 |
| IWM | ISHARES TR | $33.37万 | 0.04% | 1,345 | -200 | -12.9% | -$4.96万 | 减仓 |
| EFV | ISHARES TR | $33.81万 | 0.04% | 4,547 | 4,547 | — | $33.81万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $35.09万 | 0.04% | 6,237 | 735 | 13.4% | $4.14万 | 加仓 |
| IESC | IES HOLDINGS INC | $35.21万 | 0.04% | 739 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.41万 | 0.04% | 1,248 | 35 | 2.9% | $9,932 | 加仓 |
| SMH | VANECK ETF TRUST | $35.84万 | 0.04% | 935 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $35.97万 | 0.04% | 5,128 | 43 | 0.8% | $3,016 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $37.03万 | 0.04% | 3,199 | -545 | -14.6% | -$6.31万 | 减仓 |
| EFAV | ISHARES TR | $37.80万 | 0.04% | 4,137 | -1,629 | -28.3% | -$14.88万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $39.10万 | 0.04% | 16,928 | 1,679 | 11.0% | $3.88万 | 加仓 |
| EUHY | ISHARES INC | $40.41万 | 0.05% | 7,702 | 755 | 10.9% | $3.96万 | 加仓 |
| IAGG | ISHARES TR | $43.35万 | 0.05% | 8,663 | 690 | 8.7% | $3.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.97万 | 0.05% | 3,036 | -87,567 | -96.6% | -$1,296.98万 | 减仓 |
| IVW | ISHARES TR | $46.93万 | 0.05% | 4,149 | 3 | 0.1% | $339 | 加仓 |
| DVY | ISHARES TR | $47.75万 | 0.05% | 3,154 | 21 | 0.7% | $3,180 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $47.82万 | 0.05% | 9,556 | 9,556 | — | $47.82万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $49.90万 | 0.06% | 5,641 | -1,442 | -20.4% | -$12.76万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.79万 | 0.06% | 2,362 | -80 | -3.3% | -$1.72万 | 减仓 |
| IWF | ISHARES TR | $51.91万 | 0.06% | 1,217 | 75 | 6.6% | $3.20万 | 加仓 |
| IVVW | ISHARES TR | $55.42万 | 0.06% | 12,694 | -7,387 | -36.8% | -$32.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.91万 | 0.06% | 1,209 | 35 | 3.0% | $1.68万 | 加仓 |
| IJR | ISHARES TR | $58.14万 | 0.06% | 4,677 | -759 | -14.0% | -$9.43万 | 减仓 |
| NFLX | NETFLIX INC. | $58.87万 | 0.07% | 6,123 | 475 | 8.4% | $4.57万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $59.49万 | 0.07% | 19,685 | -18,611 | -48.6% | -$56.24万 | 减仓 |
| TRGP | TARGA RES CORP | $63.29万 | 0.07% | 2,524 | 11 | 0.4% | $2,758 | 加仓 |
| V | VISA INC | $64.10万 | 0.07% | 2,121 | 64 | 3.1% | $1.93万 | 加仓 |
| META | META PLATFORMS INC | $66.14万 | 0.07% | 1,156 | -181 | -13.5% | -$10.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.95万 | 0.08% | 1,137 | 8 | 0.7% | $4,781 | 加仓 |
| HYMB | SPDR SERIES TRUST | $73.43万 | 0.08% | 29,611 | 103 | 0.3% | $2,554 | 加仓 |
| IUSG | ISHARES TR | $75.76万 | 0.08% | 4,884 | -861 | -15.0% | -$13.36万 | 减仓 |
| PSMD | PACER FDS TR | $82.34万 | 0.09% | 25,819 | 5,532 | 27.3% | $17.64万 | 加仓 |
| DGRO | ISHARES TR | $83.48万 | 0.09% | 11,895 | -51 | -0.4% | -$3,579 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $85.47万 | 0.10% | 3,908 | 404 | 11.5% | $8.84万 | 加仓 |
| TJX | TJX COS INC NEW | $91.24万 | 0.10% | 5,713 | 78 | 1.4% | $1.25万 | 加仓 |
| PAAA | PGIM ETF TR | $96.05万 | 0.11% | 18,768 | -23 | -0.1% | -$1,177 | 减仓 |
| TSLA | TESLA INC | $103.16万 | 0.12% | 2,775 | 63 | 2.3% | $2.34万 | 加仓 |
| CWB | SPDR SERIES TRUST | $105.44万 | 0.12% | 11,520 | 19 | 0.2% | $1,739 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $107.02万 | 0.12% | 23,458 | 2,054 | 9.6% | $9.37万 | 加仓 |
| IVV | ISHARES TR | $109.43万 | 0.12% | 1,675 | -59 | -3.4% | -$3.85万 | 减仓 |
| CAIE | CALAMOS ETF TR | $109.59万 | 0.12% | 43,590 | 12,110 | 38.5% | $30.44万 | 加仓 |
| — | EA SERIES TRUST | $112.63万 | 0.13% | 27,467 | 27,467 | — | $112.63万 | 新建仓 |
| MTUM | ISHARES TR | $119.98万 | 0.13% | 4,999 | -694 | -12.2% | -$16.66万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $128.38万 | 0.14% | 55,818 | -289 | -0.5% | -$6,647 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $132.37万 | 0.15% | 26,129 | 1,345 | 5.4% | $6.81万 | 加仓 |
| EFA | ISHARES TR | $133.63万 | 0.15% | 13,758 | 695 | 5.3% | $6.75万 | 加仓 |
| — | TIDAL TRUST I | $163.83万 | 0.18% | 51,103 | 14,142 | 38.3% | $45.34万 | 加仓 |
| USMV | ISHARES TR | $180.61万 | 0.20% | 19,475 | -110,151 | -85.0% | -$1,021.56万 | 减仓 |
| NTSX | WISDOMTREE TR | $195.92万 | 0.22% | 37,569 | 991 | 2.7% | $5.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $241.36万 | 0.27% | 4,182 | -83 | -1.9% | -$4.79万 | 减仓 |
| WMT | WALMART INC | $243.09万 | 0.27% | 19,560 | 406 | 2.1% | $5.05万 | 加仓 |
| JNK | SPDR SERIES TRUST | $247.49万 | 0.28% | 25,855 | -728 | -2.7% | -$6.97万 | 减仓 |
| TLT | ISHARES TR | $252.01万 | 0.28% | 29,070 | -291,876 | -90.9% | -$2,530.27万 | 减仓 |
| EMB | ISHARES TR | $252.18万 | 0.28% | 26,848 | -850 | -3.1% | -$7.98万 | 减仓 |
| ORI | OLD REP INTL CORP | $277.00万 | 0.31% | 69,424 | 7,348 | 11.8% | $29.32万 | 加仓 |
| — | EXXON MOBIL CORP | $277.68万 | 0.31% | 16,367 | -1,065 | -6.1% | -$18.07万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $291.36万 | 0.33% | 21,545 | 1,684 | 8.5% | $22.77万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $294.40万 | 0.33% | 43,894 | 589 | 1.4% | $3.95万 | 加仓 |