Insight Wealth Strategies, LLC
SAN RAMON CA · SEC CIK 0001749914
$10.25亿2026Q2 申报市值
183持仓数
29.3%前十大占比 · 第一大 3.3%
28 / 23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
PAAA 加仓+$3,268.27万
FLTR 新建仓+$2,822.89万
TLT 加仓+$2,462.03万
VRP 新建仓+$2,265.40万
GARP 新建仓+$2,091.09万
2026Q2 卖出最多 按季末市值估算
GSIE 减仓-$2,683.46万
IGLB 清仓-$2,461.63万
LQD 减仓-$2,252.04万
JMBS 清仓-$2,048.41万
INVESCO EXCH TRA 清仓-$1,614.44万
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 |
|---|---|---|---|---|---|---|---|---|
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -495,996 | -100.0% | -$2,461.63万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -453,389 | -100.0% | -$2,048.41万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -831,758 | -100.0% | -$1,614.44万 | 清仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -666,189 | -100.0% | -$1,405.66万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -85,647 | -100.0% | -$1,255.67万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -173,270 | -100.0% | -$807.53万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -13,532 | -100.0% | -$590.33万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -52,944 | -100.0% | -$543.57万 | 清仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $0 | 0.00% | 0 | -270,449 | -100.0% | -$470.85万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -247,626 | -100.0% | -$450.68万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -21,423 | -100.0% | -$406.50万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -56,125 | -100.0% | -$406.12万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -67,044 | -100.0% | -$403.47万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -6,781 | -100.0% | -$381.02万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -18,848 | -100.0% | -$373.73万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -19,428 | -100.0% | -$328.61万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -21,545 | -100.0% | -$291.36万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -26,848 | -100.0% | -$252.18万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,855 | -100.0% | -$247.49万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -2,362 | -100.0% | -$50.79万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,549 | -100.0% | -$23.71万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,263 | -100.0% | -$21.05万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -2,944 | -100.0% | -$20.06万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.74万 | 0.01% | 11,746 | -2,200 | -15.8% | -$2.57万 | 减仓 |
| RELL | RICHARDSON ELECTRS LTD | $18.77万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $19.76万 | 0.02% | 1,000 | 1,000 | — | $19.76万 | 新建仓 |
| PEP | PEPSICO INC | $20.33万 | 0.02% | 1,440 | -676 | -31.9% | -$9.54万 | 减仓 |
| GHYG | ISHARES INC | $20.41万 | 0.02% | 4,538 | 4,538 | — | $20.41万 | 新建仓 |
| USXF | ISHARES TR | $21.29万 | 0.02% | 3,114 | -554 | -15.1% | -$3.79万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $21.59万 | 0.02% | 850 | 850 | — | $21.59万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $21.61万 | 0.02% | 4,279 | -1,843 | -30.1% | -$9.31万 | 减仓 |
| LOW | LOWES COS INC | $22.54万 | 0.02% | 1,015 | -72 | -6.6% | -$1.60万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.67万 | 0.02% | 7,118 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.95万 | 0.02% | 1,024 | -12,578 | -92.5% | -$281.85万 | 减仓 |
| TXN | TEXAS INSTRS INC | $24.46万 | 0.02% | 820 | 820 | — | $24.46万 | 新建仓 |
| — | INVESCO MUNI INCOME OPP TRST | $24.47万 | 0.02% | 39,214 | 250 | 0.6% | $1,560 | 加仓 |
| BIO | BIO RAD LABS INC | $24.57万 | 0.02% | 827 | -12 | -1.4% | -$3,565 | 减仓 |
| — | VANGUARD MALVERN FDS | $24.66万 | 0.02% | 4,831 | 4,831 | — | $24.66万 | 新建仓 |
| CAT | CATERPILLAR INC | $26.17万 | 0.03% | 264 | 264 | — | $26.17万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.93万 | 0.03% | 7,896 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $27.00万 | 0.03% | 1,107 | 1 | 0.1% | $244 | 加仓 |
| SPYG | SPDR SERIES TRUST | $27.14万 | 0.03% | 2,292 | 3 | 0.1% | $355 | 加仓 |
| ATI | ATI INC | $27.94万 | 0.03% | 1,454 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.94万 | 0.03% | 754 | -10 | -1.3% | -$3,706 | 减仓 |
| DSI | ISHARES TR | $28.22万 | 0.03% | 1,986 | 21 | 1.1% | $2,984 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $28.27万 | 0.03% | 28,558 | 542 | 1.9% | $5,366 | 加仓 |
| WMT | WALMART INC | $28.33万 | 0.03% | 2,603 | -16,957 | -86.7% | -$184.54万 | 减仓 |
| MCK | MCKESSON CORP | $28.71万 | 0.03% | 374 | -5,351 | -93.5% | -$410.76万 | 减仓 |
| MLI | MUELLER INDS INC | $28.96万 | 0.03% | 5,044 | 2,526 | 100.3% | $14.50万 | 加仓 |
| IEFA | ISHARES TR | $28.97万 | 0.03% | 3,015 | 6 | 0.2% | $577 | 加仓 |
| ACWX | ISHARES TR | $29.08万 | 0.03% | 3,878 | 3,878 | — | $29.08万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $30.04万 | 0.03% | 11,850 | -321,875 | -96.4% | -$815.97万 | 减仓 |
| KO | COCA COLA CO | $30.04万 | 0.03% | 3,696 | 109 | 3.0% | $8,860 | 加仓 |
| CSCO | CISCO SYS INC | $30.60万 | 0.03% | 2,615 | 2,615 | — | $30.60万 | 新建仓 |
| IQLT | ISHARES TR | $32.43万 | 0.03% | 6,621 | 4 | 0.1% | $196 | 加仓 |
| LLY | ELI LILLY & CO | $32.53万 | 0.03% | 273 | 15 | 5.8% | $1.79万 | 加仓 |
| — | WISDOMTREE TR | $32.75万 | 0.03% | 9,714 | 470 | 5.1% | $1.58万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $33.39万 | 0.03% | 14,083 | 163 | 1.2% | $3,865 | 加仓 |
| BAC | BANK OF AMER CORP | $33.84万 | 0.03% | 5,799 | -461 | -7.4% | -$2.69万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $34.46万 | 0.03% | 1,407 | 1,407 | — | $34.46万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $34.85万 | 0.03% | 8,754 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.39万 | 0.03% | 383 | 171 | 80.7% | $15.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.81万 | 0.03% | 1,029 | -22,105 | -95.6% | -$769.28万 | 减仓 |
| HEZU | ISHARES TR | $36.32万 | 0.04% | 7,331 | -227,193 | -96.9% | -$1,125.59万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $36.43万 | 0.04% | 6,452 | 215 | 3.4% | $1.21万 | 加仓 |
| EFAV | ISHARES TR | $36.46万 | 0.04% | 4,180 | 43 | 1.0% | $3,751 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.27万 | 0.04% | 5,298 | 146 | 2.8% | $1.03万 | 加仓 |
| IWM | ISHARES TR | $37.36万 | 0.04% | 1,248 | -97 | -7.2% | -$2.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $37.40万 | 0.04% | 3,218 | 19 | 0.6% | $2,208 | 加仓 |
| GEV | GE VERNOVA INC | $39.87万 | 0.04% | 351 | 61 | 21.0% | $6.93万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $40.36万 | 0.04% | 17,487 | 559 | 3.3% | $1.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.37万 | 0.04% | 1,093 | 308 | 39.2% | $11.38万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.16万 | 0.04% | 2,601 | -435 | -14.3% | -$6.88万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $41.69万 | 0.04% | 5,199 | 71 | 1.4% | $5,693 | 加仓 |
| EUHY | ISHARES INC | $42.71万 | 0.04% | 7,969 | 267 | 3.5% | $1.43万 | 加仓 |
| NFLX | NETFLIX INC. | $43.48万 | 0.04% | 5,860 | -263 | -4.3% | -$1.95万 | 减仓 |
| IAGG | ISHARES TR | $44.57万 | 0.04% | 8,886 | 223 | 2.6% | $1.12万 | 加仓 |
| EFV | ISHARES TR | $48.41万 | 0.05% | 6,336 | 1,789 | 39.3% | $13.67万 | 加仓 |
| DVY | ISHARES TR | $49.86万 | 0.05% | 3,176 | 22 | 0.7% | $3,454 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $50.07万 | 0.05% | 19,428 | -257 | -1.3% | -$6,623 | 减仓 |
| GE | GE AEROSPACE | $50.80万 | 0.05% | 1,355 | 107 | 8.6% | $4.01万 | 加仓 |
| USFR | WISDOMTREE TR | $50.89万 | 0.05% | 10,106 | 10,106 | — | $50.89万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $51.68万 | 0.05% | 5,523 | -118 | -2.1% | -$1.10万 | 减仓 |
| IESC | IES HOLDINGS INC | $51.73万 | 0.05% | 739 | 0 | 0.0% | — | 不变 |
| IVVW | ISHARES TR | $56.19万 | 0.05% | 12,595 | -99 | -0.8% | -$4,417 | 减仓 |
| IVW | ISHARES TR | $56.85万 | 0.06% | 4,153 | 4 | 0.1% | $548 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.90万 | 0.06% | 1,159 | -50 | -4.1% | -$2.50万 | 减仓 |
| SMH | VANECK ETF TRUST | $58.00万 | 0.06% | 935 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $61.30万 | 0.06% | 4,983 | 115 | 2.4% | $1.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.83万 | 0.06% | 4,997 | -22,461 | -81.8% | -$282.40万 | 减仓 |
| META | META PLATFORMS INC | $65.25万 | 0.06% | 1,065 | -91 | -7.9% | -$5.58万 | 减仓 |
| TRGP | TARGA RES CORP | $65.38万 | 0.06% | 2,536 | 12 | 0.5% | $3,094 | 加仓 |
| — | WISDOMTREE TR | $67.24万 | 0.07% | 19,542 | 12,298 | 169.8% | $42.32万 | 加仓 |
| IJR | ISHARES TR | $68.87万 | 0.07% | 4,668 | -9 | -0.2% | -$1,328 | 减仓 |
| TJX | TJX COS INC NEW | $69.53万 | 0.07% | 4,594 | -1,119 | -19.6% | -$16.94万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $71.11万 | 0.07% | 3,908 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $72.52万 | 0.07% | 13,158 | 3,602 | 37.7% | $19.85万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $73.37万 | 0.07% | 28,978 | -633 | -2.1% | -$1.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $77.21万 | 0.08% | 1,126 | -11 | -1.0% | -$7,542 | 减仓 |
| V | VISA INC | $77.91万 | 0.08% | 2,219 | 98 | 4.6% | $3.44万 | 加仓 |