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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $8,907.04万 | 16.95% | 980,142 | 34,301 | 3.6% | $311.71万 | 加仓 |
| CAOS | EA SERIES TRUST | $8,172.32万 | 15.55% | 900,432 | -24,393 | -2.6% | -$221.39万 | 减仓 |
| BOXX | EA SERIES TRUST | $3,926.79万 | 7.47% | 337,673 | 19,898 | 6.3% | $231.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,194.15万 | 4.18% | 33,739 | -359 | -1.1% | -$23.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,152.76万 | 4.10% | 123,437 | -4,991 | -3.9% | -$87.04万 | 减仓 |
| AAPL | APPLE INC | $1,934.95万 | 3.68% | 76,241 | -5,525 | -6.8% | -$140.22万 | 减仓 |
| AVGO | BROADCOM INC | $1,059.70万 | 2.02% | 34,238 | -496 | -1.4% | -$15.35万 | 减仓 |
| AMZN | AMAZON COM INC | $907.29万 | 1.73% | 43,563 | -3,019 | -6.5% | -$62.88万 | 减仓 |
| GOOGL | ALPHABET INC | $746.48万 | 1.42% | 25,959 | 448 | 1.8% | $12.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $664.22万 | 1.26% | 11,509 | -1,004 | -8.0% | -$57.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $663.62万 | 1.26% | 11,106 | 274 | 2.5% | $16.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $614.65万 | 1.17% | 14,072 | -263 | -1.8% | -$11.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $599.68万 | 1.14% | 16,201 | -1,551 | -8.7% | -$57.41万 | 减仓 |
| GOOG | ALPHABET INC | $431.63万 | 0.82% | 15,046 | -960 | -6.0% | -$27.54万 | 减仓 |
| GLD | SPDR GOLD TR | $430.94万 | 0.82% | 10,015 | 136 | 1.4% | $5.85万 | 加仓 |
| IVV | ISHARES TR | $427.80万 | 0.81% | 6,549 | -650 | -9.0% | -$42.46万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $427.27万 | 0.81% | 167,358 | 4,803 | 3.0% | $12.26万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $393.37万 | 0.75% | 19,337 | 94 | 0.5% | $1.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $382.26万 | 0.73% | 7,977 | -165 | -2.0% | -$7.91万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $368.73万 | 0.70% | 18,793 | -277 | -1.5% | -$5.43万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $364.39万 | 0.69% | 189,193 | -1,618 | -0.8% | -$3.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $356.99万 | 0.68% | 5,116 | 14 | 0.3% | $9,769 | 加仓 |
| SPYM | SPDR SERIES TRUST | $342.31万 | 0.65% | 44,722 | 3,012 | 7.2% | $23.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $335.50万 | 0.64% | 3,366 | 117 | 3.6% | $11.66万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $320.39万 | 0.61% | 110,976 | 82,035 | 283.5% | $236.84万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $266.07万 | 0.51% | 135,888 | 32,177 | 31.0% | $63.00万 | 加仓 |
| INTC | INTEL CORP | $251.45万 | 0.48% | 56,979 | 24 | 0.0% | $1,059 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $243.19万 | 0.46% | 9,948 | -99 | -1.0% | -$2.42万 | 减仓 |
| MRK | MERCK & CO INC | $241.61万 | 0.46% | 20,086 | -238 | -1.2% | -$2.86万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $241.32万 | 0.46% | 181,464 | 47,100 | 35.1% | $62.64万 | 加仓 |
| NFLX | NETFLIX INC. | $236.90万 | 0.45% | 24,639 | 485 | 2.0% | $4.66万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $224.70万 | 0.43% | 29,805 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $222.17万 | 0.42% | 7,351 | -19 | -0.3% | -$5,742 | 减仓 |
| VOT | VANGUARD INDEX FDS | $207.93万 | 0.40% | 8,080 | -300 | -3.6% | -$7.72万 | 减仓 |
| META | META PLATFORMS INC | $196.31万 | 0.37% | 3,431 | 479 | 16.2% | $27.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $194.06万 | 0.37% | 24,377 | 118 | 0.5% | $9,394 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $190.19万 | 0.36% | 31,814 | -5,836 | -15.5% | -$34.89万 | 减仓 |
| TSLA | TESLA INC | $184.57万 | 0.35% | 4,965 | -682 | -12.1% | -$25.35万 | 减仓 |
| WMT | WALMART INC | $181.04万 | 0.34% | 14,568 | 57 | 0.4% | $7,084 | 加仓 |
| VOE | VANGUARD INDEX FDS | $180.32万 | 0.34% | 9,785 | -91 | -0.9% | -$1.68万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $173.45万 | 0.33% | 51,715 | 435 | 0.8% | $1.46万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $165.39万 | 0.31% | 32,443 | -115,161 | -78.0% | -$587.09万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $161.30万 | 0.31% | 45,514 | -3,370 | -6.9% | -$11.94万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $160.99万 | 0.31% | 85,001 | -347 | -0.4% | -$6,572 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.81万 | 0.31% | 10,993 | 541 | 5.2% | $7.91万 | 加仓 |
| IVW | ISHARES TR | $155.46万 | 0.30% | 13,744 | -77 | -0.6% | -$8,710 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $155.08万 | 0.30% | 9,673 | -253 | -2.5% | -$4.06万 | 减仓 |
| PAVE | GLOBAL X FDS | $152.84万 | 0.29% | 30,081 | 412 | 1.4% | $2.09万 | 加仓 |
| AGZ | ISHARES TR | $150.50万 | 0.29% | 13,718 | 276 | 2.1% | $3.03万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $147.40万 | 0.28% | 16,352 | 16,352 | — | $147.40万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $145.19万 | 0.28% | 4,935 | -11 | -0.2% | -$3,236 | 减仓 |
| LLY | ELI LILLY & CO | $140.29万 | 0.27% | 1,525 | 1 | 0.1% | $920 | 加仓 |
| YELP | YELP INC | $139.29万 | 0.27% | 56,300 | 56,300 | — | $139.29万 | 新建仓 |
| — | SPDR SERIES TRUST | $137.01万 | 0.26% | 10,296 | -23 | -0.2% | -$3,061 | 减仓 |
| — | EXXON MOBIL CORP | $136.72万 | 0.26% | 8,058 | -1,384 | -14.7% | -$23.48万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $132.12万 | 0.25% | 16,711 | 143 | 0.9% | $1.13万 | 加仓 |
| BX | BLACKSTONE INC | $131.83万 | 0.25% | 11,465 | -3,376 | -22.7% | -$38.82万 | 减仓 |
| DGRO | ISHARES TR | $128.88万 | 0.25% | 18,364 | -6,556 | -26.3% | -$46.01万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $128.46万 | 0.24% | 6,693 | 101 | 1.5% | $1.94万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $125.05万 | 0.24% | 5,756 | -62 | -1.1% | -$1.35万 | 减仓 |
| FALN | ISHARES TR | $123.47万 | 0.23% | 46,210 | 975 | 2.2% | $2.61万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $123.42万 | 0.23% | 27,113 | -1,178 | -4.2% | -$5.36万 | 减仓 |
| MGK | VANGUARD WORLD FD | $122.13万 | 0.23% | 3,324 | 24 | 0.7% | $8,818 | 加仓 |
| PG | PROCTER & GAMBLE CO | $119.31万 | 0.23% | 8,261 | 129 | 1.6% | $1.86万 | 加仓 |
| IBND | SPDR SERIES TRUST | $118.76万 | 0.23% | 38,210 | 1,207 | 3.3% | $3.75万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $118.50万 | 0.23% | 8,645 | -14 | -0.2% | -$1,919 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $114.92万 | 0.22% | 15,303 | 2,048 | 15.5% | $15.38万 | 加仓 |
| IWF | ISHARES TR | $112.67万 | 0.21% | 2,642 | 1 | 0.0% | $426 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $110.95万 | 0.21% | 10,341 | 250 | 2.5% | $2.68万 | 加仓 |
| IWM | ISHARES TR | $110.50万 | 0.21% | 4,455 | 389 | 9.6% | $9.65万 | 加仓 |
| RTX | RTX CORPORATION | $110.41万 | 0.21% | 5,724 | -79 | -1.4% | -$1.52万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $109.05万 | 0.21% | 38,051 | 860 | 2.3% | $2.46万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $108.79万 | 0.21% | 42,579 | 435 | 1.0% | $1.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.42万 | 0.21% | 5,041 | -2,638 | -34.4% | -$56.74万 | 减仓 |
| HD | HOME DEPOT INC | $107.47万 | 0.20% | 3,267 | -4 | -0.1% | -$1,316 | 减仓 |
| BAC | BANK AMERICA CORP | $106.63万 | 0.20% | 21,873 | 48 | 0.2% | $2,340 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $106.00万 | 0.20% | 14,497 | 27 | 0.2% | $1,974 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $105.33万 | 0.20% | 37,754 | 9,180 | 32.1% | $25.61万 | 加仓 |
| AGGY | WISDOMTREE TR | $102.14万 | 0.19% | 23,508 | -181,329 | -88.5% | -$787.87万 | 减仓 |
| SMH | VANECK ETF TRUST | $94.27万 | 0.18% | 2,459 | 81 | 3.4% | $3.11万 | 加仓 |
| SLV | ISHARES SILVER TR | $93.46万 | 0.18% | 13,716 | -3,220 | -19.0% | -$21.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $93.27万 | 0.18% | 3,083 | -2,507 | -44.8% | -$75.84万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $92.28万 | 0.18% | 3,304 | 2 | 0.1% | $559 | 加仓 |
| IJR | ISHARES TR | $92.09万 | 0.18% | 7,409 | -504 | -6.4% | -$6.26万 | 减仓 |
| CAT | CATERPILLAR INC | $91.44万 | 0.17% | 1,291 | -19 | -1.5% | -$1.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.41万 | 0.17% | 29,467 | -180,046 | -85.9% | -$552.39万 | 减仓 |
| AOA | ISHARES TR | $84.85万 | 0.16% | 9,589 | 5 | 0.1% | $442 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $84.09万 | 0.16% | 2,489 | 4 | 0.2% | $1,351 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $83.82万 | 0.16% | 13,868 | -5 | -0.0% | -$302 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $82.52万 | 0.16% | 10,193 | -6,820 | -40.1% | -$55.21万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $82.06万 | 0.16% | 17,988 | 291 | 1.6% | $1.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $81.75万 | 0.16% | 2,548 | 338 | 15.3% | $10.84万 | 加仓 |
| — | WISDOMTREE TR | $81.35万 | 0.15% | 17,097 | 435 | 2.6% | $2.07万 | 加仓 |
| PCAR | PACCAR INC | $79.27万 | 0.15% | 6,864 | -92 | -1.3% | -$1.06万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $75.24万 | 0.14% | 43,444 | -1,431 | -3.2% | -$2.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $75.18万 | 0.14% | 12,272 | -192 | -1.5% | -$1.18万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $74.65万 | 0.14% | 33,597 | 2,110 | 6.7% | $4.69万 | 加仓 |
| IJH | ISHARES TR | $72.97万 | 0.14% | 10,807 | -53,043 | -83.1% | -$358.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $72.46万 | 0.14% | 1,199 | 3 | 0.3% | $1,813 | 加仓 |
| DE | DEERE & CO | $71.76万 | 0.14% | 1,274 | -19 | -1.5% | -$1.07万 | 减仓 |