Insight Advisors, LLC/ PA
Newtown PA · SEC CIK 0001844880
$5.67亿2026Q2 申报市值
241持仓数
56.6%前十大占比 · 第一大 16.7%
10 / 17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
EA SERIES TRUST 加仓+$231.99万
DOW 新建仓+$116.62万
HECA 加仓+$93.42万
MU 加仓+$66.49万
GLW 新建仓+$53.97万
2026Q2 卖出最多 按季末市值估算
CAOS 减仓-$393.09万
JMST 清仓-$165.39万
BOXX 减仓-$150.47万
AVGO 减仓-$150.08万
YELP 清仓-$139.29万
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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -32,443 | -100.0% | -$165.39万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -56,300 | -100.0% | -$139.29万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -7,603 | -100.0% | -$66.78万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -2,997 | -100.0% | -$53.80万 | 清仓 |
| QGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -7,992 | -100.0% | -$42.70万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,972 | -100.0% | -$31.54万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$30.98万 | 清仓 |
| EES | WISDOMTREE TR | $0 | 0.00% | 0 | -5,146 | -100.0% | -$29.87万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,380 | -100.0% | -$26.94万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -302 | -100.0% | -$26.13万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,180 | -100.0% | -$23.40万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,256 | -100.0% | -$23.16万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,786 | -100.0% | -$21.86万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -630 | -100.0% | -$21.74万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -10,379 | -100.0% | -$16.43万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -11,450 | -100.0% | -$12.00万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -21,850 | -100.0% | -$153 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $1.14万 | 0.00% | 14,969 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $5.91万 | 0.01% | 11,360 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $9.94万 | 0.02% | 16,378 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $10.28万 | 0.02% | 12,426 | 282 | 2.3% | $2,332 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $11.28万 | 0.02% | 11,500 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $11.54万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $12.36万 | 0.02% | 21,842 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $12.97万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.15万 | 0.03% | 10,902 | -48,761 | -81.7% | -$67.78万 | 重新持有 |
| FSK | FS KKR CAP CORP | $17.24万 | 0.03% | 16,423 | 683 | 4.3% | $7,172 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $17.67万 | 0.03% | 16,575 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $20.30万 | 0.04% | 715 | -74 | -9.4% | -$2.10万 | 减仓 |
| DIS | DISNEY WALT CO | $20.32万 | 0.04% | 2,110 | -158 | -7.0% | -$1.52万 | 减仓 |
| LIN | LINDE PLC | $21.12万 | 0.04% | 407 | -10 | -2.4% | -$5,189 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $21.20万 | 0.04% | 3,575 | 3,575 | — | $21.20万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $21.26万 | 0.04% | 4,690 | -875 | -15.7% | -$3.97万 | 减仓 |
| AGNC | AGNC INVT CORP | $21.34万 | 0.04% | 19,575 | -589 | -2.9% | -$6,420 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $21.39万 | 0.04% | 2,480 | 2,480 | — | $21.39万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $21.50万 | 0.04% | 3,816 | -524 | -12.1% | -$2.95万 | 减仓 |
| TFC | TRUIST FINL CORP | $21.55万 | 0.04% | 4,325 | 0 | 0.0% | — | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.12万 | 0.04% | 1,514 | 1,514 | — | $22.12万 | 新建仓 |
| LEMB | ISHARES INC | $22.64万 | 0.04% | 5,335 | -784 | -12.8% | -$3.33万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.79万 | 0.04% | 2,475 | -150 | -5.7% | -$1.38万 | 减仓 |
| USMV | ISHARES TR | $22.84万 | 0.04% | 2,368 | -19 | -0.8% | -$1,832 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $22.92万 | 0.04% | 8,382 | 8,382 | — | $22.92万 | 新建仓 |
| ITA | ISHARES TR | $23.11万 | 0.04% | 953 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.13万 | 0.04% | 2,635 | -246 | -8.5% | -$2.16万 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.30万 | 0.04% | 1,045 | -56 | -5.1% | -$1.25万 | 减仓 |
| IDEV | ISHARES TR | $24.03万 | 0.04% | 2,700 | -200 | -6.9% | -$1.78万 | 减仓 |
| KLAC | KLA CORP | $24.41万 | 0.04% | 809 | 809 | — | $24.41万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $24.74万 | 0.04% | 1,345 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $25.28万 | 0.04% | 2,692 | 10 | 0.4% | $939 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.65万 | 0.05% | 616 | -201 | -24.6% | -$8.37万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $25.74万 | 0.05% | 561 | -6 | -1.1% | -$2,753 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $26.25万 | 0.05% | 5,235 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $26.43万 | 0.05% | 934 | 19 | 2.1% | $5,377 | 加仓 |
| IEFA | ISHARES TR | $26.46万 | 0.05% | 2,740 | -412 | -13.1% | -$3.98万 | 减仓 |
| IWP | ISHARES TR | $26.82万 | 0.05% | 1,832 | 1 | 0.1% | $146 | 加仓 |
| DLS | WISDOMTREE TR | $26.87万 | 0.05% | 3,207 | -594 | -15.6% | -$4.98万 | 减仓 |
| NVO | NOVO-NORDISK A S | $27.00万 | 0.05% | 5,631 | -963 | -14.6% | -$4.62万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $27.67万 | 0.05% | 10,841 | -1,581 | -12.7% | -$4.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $28.01万 | 0.05% | 1,649 | 121 | 7.9% | $2.06万 | 重新持有 |
| NEM | NEWMONT CORP | $28.27万 | 0.05% | 3,027 | -164 | -5.1% | -$1.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.44万 | 0.05% | 1,715 | -143 | -7.7% | -$2.37万 | 减仓 |
| ARKK | ARK ETF TR | $28.73万 | 0.05% | 3,555 | -2 | -0.1% | -$162 | 减仓 |
| IJJ | ISHARES TR | $28.79万 | 0.05% | 1,949 | 2 | 0.1% | $295 | 加仓 |
| MO | ALTRIA GROUP INC | $28.86万 | 0.05% | 4,011 | -47 | -1.2% | -$3,381 | 减仓 |
| PTLC | PACER FDS TR | $29.14万 | 0.05% | 5,001 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $29.55万 | 0.05% | 862 | -17 | -1.9% | -$5,827 | 重新持有 |
| DSTL | ETF SER SOLUTIONS | $29.88万 | 0.05% | 4,988 | 617 | 14.1% | $3.70万 | 加仓 |
| DVY | ISHARES TR | $29.96万 | 0.05% | 1,917 | -218 | -10.2% | -$3.41万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.02万 | 0.05% | 1,134 | -42 | -3.6% | -$1.11万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $30.16万 | 0.05% | 11,313 | -6 | -0.1% | -$160 | 减仓 |
| BLK | BLACKROCK INC | $30.58万 | 0.05% | 318 | -15 | -4.5% | -$1.44万 | 减仓 |
| KO | COCA COLA CO | $30.77万 | 0.05% | 3,785 | 48 | 1.3% | $3,902 | 加仓 |
| RH | RH | $30.87万 | 0.05% | 1,874 | 10 | 0.5% | $1,647 | 加仓 |
| ECL | ECOLAB INC | $31.94万 | 0.06% | 1,146 | -15 | -1.3% | -$4,180 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $32.25万 | 0.06% | 2,306 | 3 | 0.1% | $420 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $32.27万 | 0.06% | 6,066 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.36万 | 0.06% | 2,797 | 295 | 11.8% | $3.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $32.48万 | 0.06% | 4,501 | -584 | -11.5% | -$4.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.56万 | 0.06% | 5,455 | 611 | 12.6% | $3.65万 | 加仓 |
| — | PACER FDS TR | $32.87万 | 0.06% | 7,224 | 29 | 0.4% | $1,319 | 加仓 |
| GE | GE AEROSPACE | $33.27万 | 0.06% | 890 | -47 | -5.0% | -$1.76万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $33.27万 | 0.06% | 994 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $33.31万 | 0.06% | 1,239 | -6 | -0.5% | -$1,613 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $33.44万 | 0.06% | 1,848 | -8 | -0.4% | -$1,447 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $33.51万 | 0.06% | 5,523 | 53 | 1.0% | $3,215 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $34.16万 | 0.06% | 1,237 | -804 | -39.4% | -$22.20万 | 减仓 |
| IHDG | WISDOMTREE TR | $34.19万 | 0.06% | 6,527 | -871 | -11.8% | -$4.56万 | 减仓 |
| VHT | VANGUARD WORLD FD | $35.03万 | 0.06% | 1,171 | 1 | 0.1% | $299 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.83万 | 0.06% | 8,462 | -1,264 | -13.0% | -$5.35万 | 减仓 |
| EXC | EXELON CORP | $36.52万 | 0.06% | 7,834 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.15万 | 0.07% | 2,174 | 2,174 | — | $37.15万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $37.37万 | 0.07% | 1,055 | -10 | -0.9% | -$3,542 | 减仓 |
| MUB | ISHARES TR | $38.37万 | 0.07% | 3,565 | -285 | -7.4% | -$3.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $38.76万 | 0.07% | 755 | -81 | -9.7% | -$4.16万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $39.09万 | 0.07% | 906 | 906 | — | $39.09万 | 新建仓 |
| PEP | PEPSICO INC | $40.60万 | 0.07% | 2,998 | -166 | -5.2% | -$2.25万 | 减仓 |
| ORCL | ORACLE CORP | $41.11万 | 0.07% | 2,805 | 416 | 17.4% | $6.10万 | 加仓 |
| CLX | CLOROX CO DEL | $41.14万 | 0.07% | 4,311 | 1,089 | 33.8% | $10.39万 | 加仓 |
| IJK | ISHARES TR | $42.33万 | 0.07% | 3,603 | 3 | 0.1% | $352 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $42.78万 | 0.08% | 9,397 | -11 | -0.1% | -$501 | 减仓 |