Insight Advisors, LLC/ PA
Newtown PA · SEC CIK 0001844880
$5.25亿2026Q1 申报市值
243持仓数
58.4%前十大占比 · 第一大 17.0%
12 / 49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
EA SERIES TRUST 加仓+$311.71万
HECA 加仓+$236.84万
BOXX 加仓+$231.39万
TROW 新建仓+$147.40万
YELP 新建仓+$139.29万
2026Q1 卖出最多 按季末市值估算
DGRW 减仓-$1,465.89万
QGRW 减仓-$1,426.74万
DDWM 清仓-$809.21万
WTV 清仓-$807.57万
AGGY 减仓-$787.87万
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 |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | $26.24万 | 0.05% | 5,235 | -616 | -10.5% | -$3.09万 | 减仓 |
| GE | GE AEROSPACE | $26.59万 | 0.05% | 937 | -65 | -6.5% | -$1.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.76万 | 0.05% | 2,881 | -19 | -0.7% | -$1,765 | 减仓 |
| MO | ALTRIA GROUP INC | $26.78万 | 0.05% | 4,058 | -240 | -5.6% | -$1.58万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.94万 | 0.05% | 2,380 | -2,025 | -46.0% | -$22.92万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.52万 | 0.05% | 1,176 | -7 | -0.6% | -$1,638 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $28.08万 | 0.05% | 2,303 | 4 | 0.2% | $488 | 加仓 |
| KO | COCA COLA CO | $28.42万 | 0.05% | 3,737 | -35 | -0.9% | -$2,662 | 减仓 |
| IEFA | ISHARES TR | $28.54万 | 0.05% | 3,152 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $28.69万 | 0.05% | 1,245 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $28.74万 | 0.05% | 915 | 6 | 0.7% | $1,885 | 加仓 |
| EES | WISDOMTREE TR | $29.87万 | 0.06% | 5,146 | -49,046 | -90.5% | -$284.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $30.69万 | 0.06% | 1,856 | -577 | -23.7% | -$9.54万 | 减仓 |
| ECL | ECOLAB INC | $30.89万 | 0.06% | 1,161 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $30.98万 | 0.06% | 3,801 | -290 | -7.1% | -$2.36万 | 减仓 |
| — | HONEYWELL INTL INC | $30.98万 | 0.06% | 1,371 | -90 | -6.2% | -$2.03万 | 减仓 |
| NKE | NIKE INC | $31.54万 | 0.06% | 5,972 | -92 | -1.5% | -$4,859 | 减仓 |
| SPAB | SPDR SERIES TRUST | $31.82万 | 0.06% | 12,422 | -38 | -0.3% | -$974 | 减仓 |
| VHT | VANGUARD WORLD FD | $31.87万 | 0.06% | 1,170 | 2 | 0.2% | $545 | 加仓 |
| BLK | BLACKROCK INC | $32.03万 | 0.06% | 333 | -23 | -6.5% | -$2.21万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $32.06万 | 0.06% | 6,066 | -12 | -0.2% | -$634 | 减仓 |
| DVY | ISHARES TR | $32.32万 | 0.06% | 2,135 | 25 | 1.2% | $3,784 | 加仓 |
| APH | AMPHENOL CORP | $32.59万 | 0.06% | 2,579 | -18 | -0.7% | -$2,274 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $32.77万 | 0.06% | 11,319 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.33万 | 0.06% | 1,560 | -151 | -8.8% | -$3.23万 | 减仓 |
| CLX | CLOROX CO DEL | $33.39万 | 0.06% | 3,222 | 59 | 1.9% | $6,114 | 加仓 |
| MOG/A | MOOG INC | $33.63万 | 0.06% | 1,150 | 2 | 0.2% | $585 | 加仓 |
| — | PACER FDS TR | $33.81万 | 0.06% | 7,195 | 30 | 0.4% | $1,410 | 加仓 |
| NEM | NEWMONT CORP | $34.54万 | 0.07% | 3,191 | -18 | -0.6% | -$1,948 | 减仓 |
| ORCL | ORACLE CORP | $35.16万 | 0.07% | 2,389 | -737 | -23.6% | -$10.85万 | 减仓 |
| IHDG | WISDOMTREE TR | $35.62万 | 0.07% | 7,398 | -1,065 | -12.6% | -$5.13万 | 减仓 |
| IJK | ISHARES TR | $36.23万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $36.55万 | 0.07% | 1,065 | -525 | -33.0% | -$18.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $36.58万 | 0.07% | 5,085 | -511 | -9.1% | -$3.68万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $36.83万 | 0.07% | 10,750 | -1,000 | -8.5% | -$3.43万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $37.63万 | 0.07% | 7,561 | 105 | 1.4% | $5,225 | 加仓 |
| EXC | EXELON CORP | $38.40万 | 0.07% | 7,834 | -10 | -0.1% | -$490 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.44万 | 0.07% | 1,858 | 9 | 0.5% | $1,862 | 加仓 |
| CSCO | CISCO SYS INC | $39.57万 | 0.08% | 5,100 | 9 | 0.2% | $698 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $40.24万 | 0.08% | 4,881 | 880 | 22.0% | $7.25万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $40.29万 | 0.08% | 2,463 | 256 | 11.6% | $4.19万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $40.71万 | 0.08% | 3,709 | 4 | 0.1% | $439 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $40.77万 | 0.08% | 8,690 | 45 | 0.5% | $2,111 | 加仓 |
| MUB | ISHARES TR | $40.86万 | 0.08% | 3,850 | -26 | -0.7% | -$2,760 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $41.40万 | 0.08% | 15,265 | 15,265 | — | $41.40万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $41.74万 | 0.08% | 836 | 1 | 0.1% | $499 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.90万 | 0.08% | 2,858 | 6 | 0.2% | $880 | 加仓 |
| QCOM | QUALCOMM INC | $41.96万 | 0.08% | 3,258 | -117 | -3.5% | -$1.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.06万 | 0.08% | 1,736 | -3,519 | -67.0% | -$85.27万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $42.68万 | 0.08% | 5,470 | 39 | 0.7% | $3,043 | 加仓 |
| QGRW | WISDOMTREE TR | $42.70万 | 0.08% | 7,992 | -267,029 | -97.1% | -$1,426.74万 | 减仓 |
| EMB | ISHARES TR | $43.69万 | 0.08% | 4,651 | 206 | 4.6% | $1.93万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $45.08万 | 0.09% | 4,021 | -97 | -2.4% | -$1.09万 | 减仓 |
| — | ETF SER SOLUTIONS | $46.24万 | 0.09% | 18,075 | 18,075 | — | $46.24万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $46.49万 | 0.09% | 20,257 | 187 | 0.9% | $4,292 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.83万 | 0.09% | 9,726 | -7,659 | -44.1% | -$38.45万 | 减仓 |
| PEP | PEPSICO INC | $49.12万 | 0.09% | 3,164 | -2,262 | -41.7% | -$35.12万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $49.64万 | 0.09% | 9,408 | -10 | -0.1% | -$528 | 减仓 |
| LGLV | SPDR SERIES TRUST | $49.88万 | 0.09% | 2,801 | -11 | -0.4% | -$1,959 | 减仓 |
| ABBV | ABBVIE INC | $50.35万 | 0.10% | 2,315 | 21 | 0.9% | $4,567 | 加仓 |
| ONEY | SPDR SERIES TRUST | $50.91万 | 0.10% | 4,241 | -55 | -1.3% | -$6,602 | 减仓 |
| TJX | TJX COS INC NEW | $51.41万 | 0.10% | 3,219 | -27 | -0.8% | -$4,312 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $51.69万 | 0.10% | 7,019 | 2,222 | 46.3% | $16.36万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.69万 | 0.10% | 1,324 | 51 | 4.0% | $1.99万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $52.43万 | 0.10% | 3,242 | 648 | 25.0% | $10.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.44万 | 0.10% | 2,002 | 193 | 10.7% | $5.06万 | 加仓 |
| IWD | ISHARES TR | $53.50万 | 0.10% | 2,504 | 5 | 0.2% | $1,068 | 加仓 |
| ALB | ALBEMARLE CORP | $53.80万 | 0.10% | 2,997 | 306 | 11.4% | $5.49万 | 加仓 |
| QHY | WISDOMTREE TR | $54.04万 | 0.10% | 11,867 | -33,348 | -73.8% | -$151.87万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $54.26万 | 0.10% | 4,897 | 4,897 | — | $54.26万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.78万 | 0.10% | 18,804 | -431 | -2.2% | -$1.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.53万 | 0.11% | 691 | 1 | 0.1% | $847 | 加仓 |
| EFA | ISHARES TR | $58.55万 | 0.11% | 6,029 | 1,794 | 42.4% | $17.42万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $59.12万 | 0.11% | 6,943 | 60 | 0.9% | $5,109 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.59万 | 0.11% | 9,298 | 33 | 0.4% | $2,115 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $60.29万 | 0.11% | 15,345 | -156 | -1.0% | -$6,129 | 减仓 |
| DES | WISDOMTREE TR | $61.56万 | 0.12% | 17,129 | -146 | -0.8% | -$5,247 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $61.90万 | 0.12% | 11,348 | 398 | 3.6% | $2.17万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $62.07万 | 0.12% | 13,597 | -137,122 | -91.0% | -$625.95万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.52万 | 0.12% | 1,850 | 120 | 6.9% | $4.06万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $63.03万 | 0.12% | 6,664 | 56 | 0.8% | $5,296 | 加仓 |
| ETN | EATON CORP PLC | $63.37万 | 0.12% | 1,772 | 21 | 1.2% | $7,510 | 加仓 |
| V | VISA INC | $63.54万 | 0.12% | 2,102 | 9 | 0.4% | $2,720 | 加仓 |
| RS | RELIANCE INC | $64.31万 | 0.12% | 2,116 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $65.30万 | 0.12% | 48,266 | -7,094 | -12.8% | -$9.60万 | 减仓 |
| USRT | ISHARES TR | $65.40万 | 0.12% | 11,050 | 184 | 1.7% | $1.09万 | 加仓 |
| IVE | ISHARES TR | $65.48万 | 0.12% | 3,101 | -7,047 | -69.4% | -$148.81万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $65.81万 | 0.13% | 17,130 | 1,727 | 11.2% | $6.64万 | 加仓 |
| AMGN | AMGEN INC | $66.12万 | 0.13% | 1,880 | -1 | -0.1% | -$352 | 减仓 |
| DGRW | WISDOMTREE TR | $66.78万 | 0.13% | 7,603 | -166,882 | -95.6% | -$1,465.89万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $67.15万 | 0.13% | 5,045 | -52 | -1.0% | -$6,922 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $68.19万 | 0.13% | 5,131 | 264 | 5.4% | $3.51万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $68.20万 | 0.13% | 6,257 | 186 | 3.1% | $2.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $69.18万 | 0.13% | 4,671 | -1,650 | -26.1% | -$24.44万 | 减仓 |
| C | CITIGROUP INC | $70.03万 | 0.13% | 6,175 | -121 | -1.9% | -$1.37万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $70.99万 | 0.14% | 29,542 | 619 | 2.1% | $1.49万 | 加仓 |
| MCD | MCDONALDS CORP | $71.03万 | 0.14% | 2,285 | -202 | -8.1% | -$6.28万 | 减仓 |
| DE | DEERE & CO | $71.76万 | 0.14% | 1,274 | -19 | -1.5% | -$1.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $72.46万 | 0.14% | 1,199 | 3 | 0.3% | $1,813 | 加仓 |
| IJH | ISHARES TR | $72.97万 | 0.14% | 10,807 | -53,043 | -83.1% | -$358.17万 | 减仓 |