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 |
|---|---|---|---|---|---|---|---|---|
| DDWM | WISDOMTREE TR | $0 | 0.00% | 0 | -185,854 | -100.0% | -$809.21万 | 清仓 |
| WTV | WISDOMTREE TR | $0 | 0.00% | 0 | -86,556 | -100.0% | -$807.57万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -89,473 | -100.0% | -$452.64万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -97,196 | -100.0% | -$432.96万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -172,278 | -100.0% | -$412.30万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -99,595 | -100.0% | -$388.62万 | 清仓 |
| GCOW | PACER FDS TR | $0 | 0.00% | 0 | -74,732 | -100.0% | -$308.05万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -79,058 | -100.0% | -$305.80万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -26,506 | -100.0% | -$269.49万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -44,844 | -100.0% | -$207.58万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2,467 | -100.0% | -$109.69万 | 清仓 |
| ECOW | PACER FDS TR | $0 | 0.00% | 0 | -43,911 | -100.0% | -$107.16万 | 清仓 |
| WTAI | WISDOMTREE TR | $0 | 0.00% | 0 | -29,900 | -100.0% | -$87.13万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -12,934 | -100.0% | -$77.82万 | 清仓 |
| BAC | BANK AMERICA CORP 看跌期权 | $0 | 0.00% | 0 | -13,600 | -100.0% | -$74.80万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -11,886 | -100.0% | -$63.07万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -11,050 | -100.0% | -$62.86万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -16,577 | -100.0% | -$50.49万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -22,019 | -100.0% | -$49.81万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -7,388 | -100.0% | -$43.13万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -14,537 | -100.0% | -$42.17万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -2,195 | -100.0% | -$39.95万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -5,049 | -100.0% | -$39.90万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -4,081 | -100.0% | -$34.64万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,768 | -100.0% | -$33.91万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -11,019 | -100.0% | -$32.18万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -766 | -100.0% | -$31.94万 | 清仓 |
| TTEQ | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -9,598 | -100.0% | -$31.21万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -8,565 | -100.0% | -$30.75万 | 清仓 |
| DLN | WISDOMTREE TR | $0 | 0.00% | 0 | -3,406 | -100.0% | -$30.00万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -5,898 | -100.0% | -$29.68万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,892 | -100.0% | -$29.18万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -2,479 | -100.0% | -$28.59万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -29,300 | -100.0% | -$28.51万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -3,596 | -100.0% | -$27.84万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -3,137 | -100.0% | -$27.35万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -5,933 | -100.0% | -$26.32万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,515 | -100.0% | -$25.49万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -401 | -100.0% | -$23.26万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,174 | -100.0% | -$23.26万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.96万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -924 | -100.0% | -$22.39万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -834 | -100.0% | -$22.08万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,397 | -100.0% | -$21.92万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,001 | -100.0% | -$21.92万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$20.59万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,846 | -100.0% | -$20.13万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,273 | -100.0% | -$20.11万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CAMBRIA ETF TR | $0 | 0.00% | 0 | -12,000 | -100.0% | -$7.39万 | 清仓 |
| — | GABELLI EQUITY TR INC | $153 | 0.00% | 21,850 | 21,850 | — | $153 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $9,468 | 0.00% | 14,969 | -237 | -1.6% | -$150 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $5.79万 | 0.01% | 11,360 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $8.48万 | 0.02% | 16,378 | -4,755 | -22.5% | -$2.46万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.92万 | 0.02% | 12,144 | 273 | 2.3% | $2,230 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.96万 | 0.02% | 11,500 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $9.99万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $11.55万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $12.00万 | 0.02% | 11,450 | 11,450 | — | $12.00万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $12.23万 | 0.02% | 21,842 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $13.03万 | 0.02% | 16,575 | -541 | -3.2% | -$4,252 | 减仓 |
| FSK | FS KKR CAP CORP | $16.02万 | 0.03% | 15,740 | -8,996 | -36.4% | -$9.16万 | 减仓 |
| TE | T1 ENERGY INC | $16.24万 | 0.03% | 37,000 | 6,500 | 21.3% | $2.85万 | 加仓 |
| — | ISHARES ETHEREUM TR | $16.43万 | 0.03% | 10,379 | 300 | 3.0% | $4,749 | 加仓 |
| XAR | SPDR SERIES TRUST | $20.04万 | 0.04% | 789 | 789 | — | $20.04万 | 新建仓 |
| AGNC | AGNC INVT CORP | $20.22万 | 0.04% | 20,164 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $20.67万 | 0.04% | 417 | 417 | — | $20.67万 | 新建仓 |
| ITA | ISHARES TR | $20.85万 | 0.04% | 953 | -1,223 | -56.2% | -$26.76万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $21.18万 | 0.04% | 2,041 | -7 | -0.3% | -$726 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.74万 | 0.04% | 630 | 630 | — | $21.74万 | 新建仓 |
| PFE | PFIZER INC | $21.86万 | 0.04% | 7,786 | -433 | -5.3% | -$1.22万 | 重新持有 |
| DIS | DISNEY WALT CO | $21.87万 | 0.04% | 2,268 | -3 | -0.1% | -$289 | 减仓 |
| USMV | ISHARES TR | $22.14万 | 0.04% | 2,387 | -57 | -2.3% | -$5,287 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.16万 | 0.04% | 2,256 | -5 | -0.2% | -$513 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $23.40万 | 0.04% | 1,180 | -134 | -10.2% | -$2.66万 | 减仓 |
| IWP | ISHARES TR | $23.46万 | 0.04% | 1,831 | -20 | -1.1% | -$2,563 | 减仓 |
| ARKK | ARK ETF TR | $24.04万 | 0.05% | 3,557 | 552 | 18.4% | $3.73万 | 加仓 |
| VOX | VANGUARD WORLD FD | $24.19万 | 0.05% | 1,345 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.23万 | 0.05% | 2,625 | -150 | -5.4% | -$1.38万 | 减仓 |
| NVO | NOVO-NORDISK A S | $24.23万 | 0.05% | 6,594 | 421 | 6.8% | $1.55万 | 加仓 |
| IDEV | ISHARES TR | $24.24万 | 0.05% | 2,900 | -100 | -3.3% | -$8,357 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $24.42万 | 0.05% | 4,340 | -227 | -5.0% | -$1.28万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $24.45万 | 0.05% | 2,502 | -65 | -2.5% | -$6,352 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.88万 | 0.05% | 2,682 | 3 | 0.1% | $278 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $24.90万 | 0.05% | 994 | 994 | — | $24.90万 | 新建仓 |
| LEMB | ISHARES INC | $24.97万 | 0.05% | 6,119 | 49 | 0.8% | $1,999 | 加仓 |
| AMP | AMERIPRISE FINL INC | $25.20万 | 0.05% | 567 | -720 | -55.9% | -$32.00万 | 减仓 |
| WM | WASTE MGMT INC DEL | $25.29万 | 0.05% | 1,101 | 1 | 0.1% | $230 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $25.30万 | 0.05% | 4,371 | 938 | 27.3% | $5.43万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.34万 | 0.05% | 742 | 742 | — | $25.34万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $25.54万 | 0.05% | 5,565 | 2 | 0.0% | $92 | 加仓 |
| IJJ | ISHARES TR | $25.81万 | 0.05% | 1,947 | 1 | 0.1% | $133 | 加仓 |
| RH | RH | $26.06万 | 0.05% | 1,864 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $26.13万 | 0.05% | 302 | 8 | 2.7% | $6,923 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.18万 | 0.05% | 4,844 | -110 | -2.2% | -$5,945 | 减仓 |
| PTLC | PACER FDS TR | $26.24万 | 0.05% | 5,001 | 2 | 0.0% | $105 | 加仓 |