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 |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM ETF TR | $3,364.53万 | 3.28% | 655,982 | 637,214 | 3,395.2% | $3,268.27万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,346.07万 | 3.27% | 215,430 | 27,392 | 14.6% | $425.45万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,305.86万 | 3.23% | 489,757 | 14,973 | 3.2% | $101.07万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $3,137.73万 | 3.06% | 420,326 | 58,675 | 16.2% | $438.01万 | 加仓 |
| VLUE | ISHARES TR | $2,961.09万 | 2.89% | 151,486 | -3,385 | -2.2% | -$66.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,839.98万 | 2.77% | 171,403 | -3,820 | -2.2% | -$63.29万 | 减仓 |
| FLTR | VANECK ETF TRUST | $2,822.89万 | 2.76% | 1,105,715 | 1,105,715 | — | $2,822.89万 | 新建仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $2,810.15万 | 2.74% | 557,681 | 281,911 | 102.2% | $1,420.55万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $2,743.85万 | 2.68% | 679,172 | 53,144 | 8.5% | $214.70万 | 加仓 |
| TLT | ISHARES TR | $2,710.63万 | 2.65% | 316,959 | 287,889 | 990.3% | $2,462.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,379.08万 | 2.32% | 60,806 | -8,362 | -12.1% | -$327.17万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $2,328.27万 | 2.27% | 301,707 | -41,399 | -12.1% | -$319.48万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,309.76万 | 2.25% | 385,732 | 17,222 | 4.7% | $103.13万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $2,265.40万 | 2.21% | 930,732 | 930,732 | — | $2,265.40万 | 新建仓 |
| GARP | ISHARES TR | $2,091.09万 | 2.04% | 255,947 | 255,947 | — | $2,091.09万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,000.76万 | 1.95% | 383,655 | 383,655 | — | $2,000.76万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $1,881.85万 | 1.84% | 247,026 | 247,026 | — | $1,881.85万 | 新建仓 |
| STIP | ISHARES TR | $1,866.51万 | 1.82% | 184,565 | 66,021 | 55.7% | $667.67万 | 加仓 |
| IEMG | ISHARES INC | $1,714.79万 | 1.67% | 212,673 | 27,099 | 14.6% | $218.50万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,601.27万 | 1.56% | 764,328 | 84,230 | 12.4% | $176.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,570.40万 | 1.53% | 126,289 | 1,902 | 1.5% | $23.65万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,545.71万 | 1.51% | 93,115 | 1,040 | 1.1% | $17.26万 | 加仓 |
| AAPL | APPLE INC | $1,392.94万 | 1.36% | 47,318 | 1,690 | 3.7% | $49.75万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,346.59万 | 1.31% | 72,545 | -230 | -0.3% | -$4.27万 | 减仓 |
| IHE | ISHARES TR | $1,205.45万 | 1.18% | 122,642 | 3,950 | 3.3% | $38.82万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,177.79万 | 1.15% | 251,772 | 2,935 | 1.2% | $13.73万 | 加仓 |
| KLAC | KLA CORP | $1,173.24万 | 1.15% | 44,075 | -8,065 | -15.5% | -$214.68万 | 减仓 |
| — | TIDAL TRUST I | $1,138.57万 | 1.11% | 376,670 | 325,567 | 637.1% | $984.10万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $984.10万 | 0.96% | 124,067 | -18,335 | -12.9% | -$145.43万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $923.61万 | 0.90% | 63,882 | -29,127 | -31.3% | -$421.12万 | 减仓 |
| FTNT | FORTINET INC | $922.77万 | 0.90% | 58,043 | 3,157 | 5.8% | $50.19万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $896.84万 | 0.88% | 9,799 | -9,665 | -49.7% | -$884.57万 | 减仓 |
| FIX | COMFORT SYS USA INC | $864.70万 | 0.84% | 4,636 | -801 | -14.7% | -$149.40万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $770.01万 | 0.75% | 84,301 | 14,375 | 20.6% | $131.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $769.53万 | 0.75% | 20,025 | 1,376 | 7.4% | $52.88万 | 加仓 |
| HD | HOME DEPOT INC | $754.74万 | 0.74% | 21,512 | 5,547 | 34.7% | $194.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $749.18万 | 0.73% | 37,918 | 7,316 | 23.9% | $144.55万 | 加仓 |
| GOOGL | ALPHABET INC | $739.80万 | 0.72% | 20,481 | -507 | -2.4% | -$18.31万 | 减仓 |
| AMZN | AMAZON COM INC | $731.71万 | 0.71% | 30,273 | 2,081 | 7.4% | $50.30万 | 加仓 |
| BIIB | BIOGEN INC | $719.83万 | 0.70% | 34,320 | 4,974 | 16.9% | $104.32万 | 加仓 |
| GWW | WW GRAINGER INC | $714.73万 | 0.70% | 5,341 | 64 | 1.2% | $8.56万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $713.72万 | 0.70% | 143,289 | -2 | -0.0% | -$100 | 减仓 |
| INCY | INCYTE CORP | $707.61万 | 0.69% | 62,175 | 62,175 | — | $707.61万 | 新建仓 |
| COR | CENCORA INC | $701.41万 | 0.68% | 24,319 | 6,648 | 37.6% | $191.74万 | 加仓 |
| APP | APPLOVIN CORP | $693.91万 | 0.68% | 12,290 | 12,290 | — | $693.91万 | 新建仓 |
| BPOP | POPULAR INC | $691.39万 | 0.67% | 41,032 | 41,032 | — | $691.39万 | 新建仓 |
| TER | TERADYNE INC | $691.18万 | 0.67% | 16,174 | 16,174 | — | $691.18万 | 新建仓 |
| CDW | CDW CORP | $690.00万 | 0.67% | 49,852 | 2,121 | 4.4% | $29.36万 | 加仓 |
| MRK | MERCK & CO INC | $681.04万 | 0.66% | 54,323 | 4,035 | 8.0% | $50.59万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $679.73万 | 0.66% | 16,225 | 3,309 | 25.6% | $138.63万 | 加仓 |
| AVGO | BROADCOM INC | $679.35万 | 0.66% | 18,394 | -1,570 | -7.9% | -$57.98万 | 减仓 |
| CNC | CENTENE CORP DEL | $672.58万 | 0.66% | 98,403 | -23,735 | -19.4% | -$162.23万 | 减仓 |
| RNG | RINGCENTRAL INC | $663.60万 | 0.65% | 161,892 | 161,892 | — | $663.60万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $627.24万 | 0.61% | 22,484 | 9,261 | 70.0% | $258.35万 | 加仓 |
| CENX | CENTURY ALUM CO | $617.36万 | 0.60% | 143,472 | -2,552 | -1.7% | -$10.98万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $615.07万 | 0.60% | 47,463 | 47,463 | — | $615.07万 | 新建仓 |
| ILMN | ILLUMINA INC | $606.23万 | 0.59% | 32,967 | 32,967 | — | $606.23万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $594.86万 | 0.58% | 31,104 | 31,104 | — | $594.86万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $593.06万 | 0.58% | 54,832 | 54,832 | — | $593.06万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $588.93万 | 0.57% | 146,318 | 9,923 | 7.3% | $39.94万 | 加仓 |
| NTAP | NETAPP INC | $584.52万 | 0.57% | 37,378 | 37,378 | — | $584.52万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $583.34万 | 0.57% | 24,665 | 5,032 | 25.6% | $119.01万 | 加仓 |
| KN | KNOWLES CORP | $581.84万 | 0.57% | 143,628 | 143,628 | — | $581.84万 | 新建仓 |
| QCOM | QUALCOMM INC | $547.46万 | 0.53% | 30,094 | 589 | 2.0% | $10.71万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $545.63万 | 0.53% | 8,734 | 1,850 | 26.9% | $115.57万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $541.92万 | 0.53% | 100,692 | 4,804 | 5.0% | $25.86万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $513.49万 | 0.50% | 64,018 | 3,797 | 6.3% | $30.46万 | 加仓 |
| BLBD | BLUE BIRD CORP | $493.37万 | 0.48% | 63,350 | -2,494 | -3.8% | -$19.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $492.31万 | 0.48% | 9,102 | -9,620 | -51.4% | -$520.33万 | 减仓 |
| ARW | ARROW ELECTRS INC | $479.23万 | 0.47% | 22,863 | 22,863 | — | $479.23万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $478.32万 | 0.47% | 6,414 | -339 | -5.0% | -$25.28万 | 减仓 |
| LQD | ISHARES TR | $472.52万 | 0.46% | 43,566 | -207,637 | -82.7% | -$2,252.04万 | 减仓 |
| HYD | VANECK ETF TRUST | $472.40万 | 0.46% | 91,745 | 5,291 | 6.1% | $27.24万 | 加仓 |
| PFF | ISHARES TR | $470.68万 | 0.46% | 154,475 | -70,796 | -31.4% | -$215.71万 | 减仓 |
| GOOG | ALPHABET INC | $453.59万 | 0.44% | 12,674 | 273 | 2.2% | $9.77万 | 加仓 |
| MUB | ISHARES TR | $451.55万 | 0.44% | 42,067 | 2,629 | 6.7% | $28.22万 | 加仓 |
| MBB | ISHARES TR | $450.50万 | 0.44% | 47,915 | 3,277 | 7.3% | $30.81万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $440.59万 | 0.43% | 42,747 | 15,192 | 55.1% | $156.58万 | 加仓 |
| FLOT | ISHARES TR | $439.39万 | 0.43% | 86,307 | 5,942 | 7.4% | $30.25万 | 加仓 |
| FLEX | FLEX LTD | $432.05万 | 0.42% | 28,141 | 28,141 | — | $432.05万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $424.64万 | 0.41% | 84,138 | 5,739 | 7.3% | $28.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $396.67万 | 0.39% | 11,874 | 412 | 3.6% | $13.76万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $392.22万 | 0.38% | 42,061 | -1,833 | -4.2% | -$17.09万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $358.32万 | 0.35% | 15,073 | 1,024 | 7.3% | $24.34万 | 加仓 |
| ORI | OLD REP INTL CORP | $351.24万 | 0.34% | 85,627 | 16,203 | 23.3% | $66.46万 | 加仓 |
| IEF | ISHARES TR | $329.55万 | 0.32% | 35,047 | 2,440 | 7.5% | $22.94万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $283.32万 | 0.28% | 62,310 | -590,159 | -90.5% | -$2,683.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $268.85万 | 0.26% | 3,707 | -475 | -11.4% | -$34.45万 | 减仓 |
| NTSX | WISDOMTREE TR | $230.09万 | 0.22% | 39,051 | 1,482 | 3.9% | $8.73万 | 加仓 |
| — | EXXON MOBIL CORP | $193.56万 | 0.19% | 14,203 | -2,164 | -13.2% | -$29.49万 | 减仓 |
| IVV | ISHARES TR | $178.33万 | 0.17% | 2,381 | 706 | 42.1% | $52.88万 | 加仓 |
| USMV | ISHARES TR | $173.28万 | 0.17% | 17,885 | -1,590 | -8.2% | -$15.41万 | 减仓 |
| MTUM | ISHARES TR | $163.95万 | 0.16% | 4,997 | -2 | -0.0% | -$656 | 减仓 |
| QUAL | ISHARES TR | $156.40万 | 0.15% | 7,146 | -64,574 | -90.0% | -$1,413.27万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $145.84万 | 0.14% | 33,161 | -231,648 | -87.5% | -$1,018.78万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $143.54万 | 0.14% | 27,942 | 1,813 | 6.9% | $9.31万 | 加仓 |
| EFA | ISHARES TR | $143.03万 | 0.14% | 13,883 | 125 | 0.9% | $1.29万 | 加仓 |
| CAIE | CALAMOS ETF TR | $140.24万 | 0.14% | 51,940 | 8,350 | 19.2% | $22.54万 | 加仓 |
| — | EA SERIES TRUST | $139.42万 | 0.14% | 32,079 | 4,612 | 16.8% | $20.04万 | 加仓 |
| PSMD | PACER FDS TR | $137.80万 | 0.13% | 40,170 | 14,351 | 55.6% | $49.23万 | 加仓 |