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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $3,625.37万 | 4.05% | 175,223 | -44,635 | -20.3% | -$923.50万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2,814.10万 | 3.14% | 652,469 | 2,693 | 0.4% | $11.61万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,762.29万 | 3.08% | 474,784 | 22,623 | 5.0% | $131.62万 | 加仓 |
| LQD | ISHARES TR | $2,737.86万 | 3.06% | 251,203 | -25,452 | -9.2% | -$277.40万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2,702.26万 | 3.02% | 361,651 | -36,999 | -9.3% | -$276.46万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $2,662.12万 | 2.97% | 343,106 | 343,106 | — | $2,662.12万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $2,537.92万 | 2.83% | 626,028 | 30,870 | 5.2% | $125.15万 | 加仓 |
| IGLB | ISHARES TR | $2,461.63万 | 2.75% | 495,996 | 19,525 | 4.1% | $96.90万 | 加仓 |
| VLUE | ISHARES TR | $2,202.12万 | 2.46% | 154,871 | 153,389 | 10,350.1% | $2,181.04万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,108.10万 | 2.35% | 188,038 | -35,548 | -15.9% | -$398.53万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,048.41万 | 2.29% | 453,389 | 102,533 | 29.2% | $463.24万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,020.91万 | 2.26% | 368,510 | 48,973 | 15.3% | $268.57万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,614.44万 | 1.80% | 831,758 | 831,758 | — | $1,614.44万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1,477.84万 | 1.65% | 69,168 | -16,054 | -18.8% | -$343.01万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,451.33万 | 1.62% | 680,098 | 32,866 | 5.1% | $70.14万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $1,405.66万 | 1.57% | 666,189 | 25,833 | 4.0% | $54.51万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $1,388.78万 | 1.55% | 275,770 | -207,748 | -43.0% | -$1,046.22万 | 减仓 |
| QUAL | ISHARES TR | $1,375.65万 | 1.54% | 71,720 | -23,490 | -24.7% | -$450.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,374.11万 | 1.53% | 124,387 | -392 | -0.3% | -$4.33万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,335.27万 | 1.49% | 92,075 | 1,016 | 1.1% | $14.73万 | 加仓 |
| IEMG | ISHARES INC | $1,294.38万 | 1.45% | 185,574 | 70,586 | 61.4% | $492.34万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,255.67万 | 1.40% | 85,647 | 1,580 | 1.9% | $23.16万 | 加仓 |
| STIP | ISHARES TR | $1,226.10万 | 1.37% | 118,544 | 118,544 | — | $1,226.10万 | 新建仓 |
| BKGI | BNY MELLON ETF TRUST | $1,179.46万 | 1.32% | 264,809 | 1,415 | 0.5% | $6.30万 | 加仓 |
| AAPL | APPLE INC | $1,158.00万 | 1.29% | 45,628 | 27 | 0.1% | $6,852 | 加仓 |
| IHE | ISHARES TR | $1,028.82万 | 1.15% | 118,692 | 118,692 | — | $1,028.82万 | 新建仓 |
| HEZU | ISHARES TR | $1,024.87万 | 1.14% | 234,524 | 52,231 | 28.7% | $228.25万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $977.18万 | 1.09% | 248,837 | 2,417 | 1.0% | $9.49万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $967.18万 | 1.08% | 72,775 | 12,984 | 21.7% | $172.56万 | 加仓 |
| CENX | CENTURY ALUM CO | $857.01万 | 0.96% | 146,024 | -8,042 | -5.2% | -$47.20万 | 减仓 |
| EMLC | VANECK ETF TRUST | $837.98万 | 0.94% | 333,725 | -303,514 | -47.6% | -$762.12万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $807.53万 | 0.90% | 173,270 | 173,270 | — | $807.53万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $797.83万 | 0.89% | 93,009 | -2,745 | -2.9% | -$23.55万 | 减仓 |
| KLAC | KLA CORP | $767.71万 | 0.86% | 5,214 | -351 | -6.3% | -$51.68万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $762.54万 | 0.85% | 19,464 | -5,914 | -23.3% | -$231.69万 | 减仓 |
| FIX | COMFORT SYS USA INC | $749.70万 | 0.84% | 5,437 | -185 | -3.3% | -$25.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $699.76万 | 0.78% | 23,134 | 813 | 3.6% | $24.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $690.35万 | 0.77% | 18,649 | 2,510 | 15.6% | $92.92万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $686.34万 | 0.77% | 136,395 | 136,395 | — | $686.34万 | 新建仓 |
| PFF | ISHARES TR | $683.02万 | 0.76% | 225,271 | -349,772 | -60.8% | -$1,060.51万 | 减仓 |
| AVGO | BROADCOM INC | $617.91万 | 0.69% | 19,964 | 4,119 | 26.0% | $127.49万 | 加仓 |
| MRK | MERCK & CO INC | $604.92万 | 0.68% | 50,288 | -9,815 | -16.3% | -$118.07万 | 减仓 |
| GOOGL | ALPHABET INC | $603.53万 | 0.67% | 20,988 | 138 | 0.7% | $3.97万 | 加仓 |
| MCO | MOODYS CORP | $590.33万 | 0.66% | 13,532 | 3,057 | 29.2% | $133.36万 | 加仓 |
| AMZN | AMAZON COM INC | $587.16万 | 0.66% | 28,192 | 235 | 0.8% | $4.89万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $585.39万 | 0.65% | 95,888 | -13,320 | -12.2% | -$81.32万 | 减仓 |
| CDW | CDW CORP | $577.64万 | 0.64% | 47,731 | 17,109 | 55.9% | $207.05万 | 加仓 |
| GWW | WW GRAINGER INC | $575.60万 | 0.64% | 5,277 | 232 | 4.6% | $25.31万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $569.57万 | 0.64% | 60,221 | -1,469 | -2.4% | -$13.89万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $560.54万 | 0.63% | 12,916 | 1,663 | 14.8% | $72.17万 | 加仓 |
| COR | CENCORA INC | $555.11万 | 0.62% | 17,671 | 199 | 1.1% | $6.25万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $548.25万 | 0.61% | 19,633 | 3,909 | 24.9% | $109.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $543.57万 | 0.61% | 52,944 | 15,014 | 39.6% | $154.15万 | 加仓 |
| BIIB | BIOGEN INC | $538.00万 | 0.60% | 29,346 | 386 | 1.3% | $7.08万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $537.43万 | 0.60% | 142,402 | 584 | 0.4% | $2.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $533.69万 | 0.60% | 30,602 | 1,065 | 3.6% | $18.57万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $531.91万 | 0.59% | 6,884 | -612 | -8.2% | -$47.29万 | 减仓 |
| HD | HOME DEPOT INC | $525.08万 | 0.59% | 15,965 | 2,728 | 20.6% | $89.72万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $502.36万 | 0.56% | 13,223 | 13,223 | — | $502.36万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $496.90万 | 0.55% | 69,926 | 2,131 | 3.1% | $15.14万 | 加仓 |
| MCK | MCKESSON CORP | $495.42万 | 0.55% | 5,725 | -26 | -0.5% | -$2.25万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $470.85万 | 0.53% | 270,449 | 2,971 | 1.1% | $5.17万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $450.68万 | 0.50% | 247,626 | 4,065 | 1.7% | $7.40万 | 加仓 |
| FTNT | FORTINET INC | $448.53万 | 0.50% | 54,886 | -1,241 | -2.2% | -$10.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $439.20万 | 0.49% | 6,753 | 86 | 1.3% | $5.59万 | 加仓 |
| HYD | VANECK ETF TRUST | $433.48万 | 0.48% | 86,454 | 19,072 | 28.3% | $95.63万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $428.54万 | 0.48% | 27,555 | 380 | 1.4% | $5.91万 | 加仓 |
| MBB | ISHARES TR | $423.84万 | 0.47% | 44,638 | 3,021 | 7.3% | $28.68万 | 加仓 |
| MUB | ISHARES TR | $418.63万 | 0.47% | 39,438 | 2,169 | 5.8% | $23.02万 | 加仓 |
| FLOT | ISHARES TR | $409.46万 | 0.46% | 80,365 | 791 | 1.0% | $4.03万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $406.50万 | 0.45% | 21,423 | 522 | 2.5% | $9.91万 | 加仓 |
| KR | KROGER CO | $406.12万 | 0.45% | 56,125 | 1,575 | 2.9% | $11.40万 | 加仓 |
| XYZ | BLOCK INC | $403.47万 | 0.45% | 67,044 | 1,114 | 1.7% | $6.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $401.66万 | 0.45% | 27,458 | 376 | 1.4% | $5.50万 | 加仓 |
| CNC | CENTENE CORP DEL | $399.88万 | 0.45% | 122,138 | 579 | 0.5% | $1.90万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $391.13万 | 0.44% | 78,399 | 6,627 | 9.2% | $33.06万 | 加仓 |
| IDXX | IDEXX LABS INC | $381.02万 | 0.43% | 6,781 | 60 | 0.9% | $3.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $380.86万 | 0.43% | 18,722 | 96 | 0.5% | $1.95万 | 加仓 |
| QCOM | QUALCOMM INC | $379.97万 | 0.42% | 29,505 | 1,024 | 3.6% | $13.19万 | 加仓 |
| BLBD | BLUE BIRD CORP | $373.93万 | 0.42% | 65,844 | -200 | -0.3% | -$1.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $373.73万 | 0.42% | 18,848 | 673 | 3.7% | $13.34万 | 加仓 |
| GOOG | ALPHABET INC | $355.73万 | 0.40% | 12,401 | 66 | 0.5% | $1.89万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $351.35万 | 0.39% | 143,291 | 1,650 | 1.2% | $4.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $337.17万 | 0.38% | 11,462 | 610 | 5.6% | $17.94万 | 加仓 |
| CTAS | CINTAS CORP | $328.61万 | 0.37% | 19,428 | 19 | 0.1% | $3,214 | 加仓 |
| WM | WASTE MGMT INC DEL | $312.57万 | 0.35% | 13,602 | 1,053 | 8.4% | $24.20万 | 加仓 |
| IEF | ISHARES TR | $311.20万 | 0.35% | 32,607 | 957 | 3.0% | $9.13万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $296.87万 | 0.33% | 14,049 | -2,263 | -13.9% | -$47.82万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $294.40万 | 0.33% | 43,894 | 589 | 1.4% | $3.95万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $291.36万 | 0.33% | 21,545 | 1,684 | 8.5% | $22.77万 | 加仓 |
| — | EXXON MOBIL CORP | $277.68万 | 0.31% | 16,367 | -1,065 | -6.1% | -$18.07万 | 减仓 |
| ORI | OLD REP INTL CORP | $277.00万 | 0.31% | 69,424 | 7,348 | 11.8% | $29.32万 | 加仓 |
| EMB | ISHARES TR | $252.18万 | 0.28% | 26,848 | -850 | -3.1% | -$7.98万 | 减仓 |
| TLT | ISHARES TR | $252.01万 | 0.28% | 29,070 | -291,876 | -90.9% | -$2,530.27万 | 减仓 |
| JNK | SPDR SERIES TRUST | $247.49万 | 0.28% | 25,855 | -728 | -2.7% | -$6.97万 | 减仓 |
| WMT | WALMART INC | $243.09万 | 0.27% | 19,560 | 406 | 2.1% | $5.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $241.36万 | 0.27% | 4,182 | -83 | -1.9% | -$4.79万 | 减仓 |
| NTSX | WISDOMTREE TR | $195.92万 | 0.22% | 37,569 | 991 | 2.7% | $5.17万 | 加仓 |
| USMV | ISHARES TR | $180.61万 | 0.20% | 19,475 | -110,151 | -85.0% | -$1,021.56万 | 减仓 |
| — | TIDAL TRUST I | $163.83万 | 0.18% | 51,103 | 14,142 | 38.3% | $45.34万 | 加仓 |