Insight Inv LLC
EL SEGUNDO CA · SEC CIK 0001909322
$1.83亿2026Q1 申报市值
104持仓数
27.7%前十大占比 · 第一大 4.4%
0 / 5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
SCHD 加仓+$75.81万
RDVY 加仓+$72.29万
VCIT 加仓+$71.66万
VCSH 加仓+$68.96万
QUAL 加仓+$68.38万
2026Q1 卖出最多 按季末市值估算
CTSH 清仓-$107.41万
FUMB 减仓-$43.71万
FICO 清仓-$27.73万
MEAR 清仓-$26.67万
GLW 减仓-$25.83万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $811.37万 | 4.44% | 31,970 | -91 | -0.3% | -$2.31万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $586.38万 | 3.21% | 85,879 | 10,588 | 14.1% | $72.29万 | 加仓 |
| GOOGL | ALPHABET INC | $546.74万 | 2.99% | 19,013 | -51 | -0.3% | -$1.47万 | 减仓 |
| GLW | CORNING INC | $545.67万 | 2.99% | 40,132 | -1,900 | -4.5% | -$25.83万 | 减仓 |
| AMAT | APPLIED MATLS INC | $487.50万 | 2.67% | 14,263 | -215 | -1.5% | -$7.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $452.55万 | 2.48% | 45,689 | 200 | 0.4% | $1.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $423.96万 | 2.32% | 11,453 | 1,571 | 15.9% | $58.15万 | 加仓 |
| WMT | WALMART INC | $405.77万 | 2.22% | 32,650 | -4 | -0.0% | -$497 | 减仓 |
| — | EXXON MOBIL CORP | $404.28万 | 2.21% | 23,829 | -40 | -0.2% | -$6,786 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $401.94万 | 2.20% | 13,664 | 65 | 0.5% | $1.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $367.41万 | 2.01% | 15,158 | 80 | 0.5% | $1.94万 | 加仓 |
| AMZN | AMAZON COM INC | $366.41万 | 2.01% | 17,593 | 131 | 0.8% | $2.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $357.90万 | 1.96% | 17,298 | 240 | 1.4% | $4.97万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $357.88万 | 1.96% | 3,385 | 152 | 4.7% | $16.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $356.59万 | 1.95% | 11,789 | -75 | -0.6% | -$2.27万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $352.59万 | 1.93% | 19,338 | -501 | -2.5% | -$9.13万 | 减仓 |
| RTX | RTX CORPORATION | $343.11万 | 1.88% | 17,787 | 125 | 0.7% | $2.41万 | 加仓 |
| EOG | EOG RES INC | $340.04万 | 1.86% | 23,521 | 1,781 | 8.2% | $25.75万 | 加仓 |
| TJX | TJX COS INC NEW | $329.40万 | 1.80% | 20,626 | 141 | 0.7% | $2.25万 | 加仓 |
| CSCO | CISCO SYS INC | $315.78万 | 1.73% | 40,698 | 25 | 0.1% | $1,940 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $312.74万 | 1.71% | 9,112 | 145 | 1.6% | $4.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $311.74万 | 1.71% | 39,326 | 8,699 | 28.4% | $68.96万 | 加仓 |
| MS | MORGAN STANLEY | $311.63万 | 1.71% | 18,936 | -30 | -0.2% | -$4,937 | 减仓 |
| PEP | PEPSICO INC | $308.95万 | 1.69% | 19,895 | 585 | 3.0% | $9.08万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $308.64万 | 1.69% | 9,603 | 93 | 1.0% | $2.99万 | 加仓 |
| AMGN | AMGEN INC | $308.43万 | 1.69% | 8,766 | 33 | 0.4% | $1.16万 | 加仓 |
| C | CITIGROUP INC | $305.98万 | 1.67% | 26,980 | -168 | -0.6% | -$1.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $296.48万 | 1.62% | 12,129 | -47 | -0.4% | -$1.15万 | 减仓 |
| ALL | ALLSTATE CORP | $283.33万 | 1.55% | 13,665 | 260 | 1.9% | $5.39万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $266.99万 | 1.46% | 20,389 | 200 | 1.0% | $2.62万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $266.63万 | 1.46% | 12,813 | 181 | 1.4% | $3.77万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $259.67万 | 1.42% | 52,133 | 4,901 | 10.4% | $24.41万 | 加仓 |
| MRK | MERCK & CO INC | $251.45万 | 1.38% | 20,904 | 110 | 0.5% | $1.32万 | 加仓 |
| BP | BP PLC | $248.73万 | 1.36% | 52,921 | 1,275 | 2.5% | $5.99万 | 加仓 |
| ORCL | ORACLE CORP | $247.51万 | 1.35% | 16,825 | 401 | 2.4% | $5.90万 | 加仓 |
| WRB | BERKLEY W R CORP | $245.69万 | 1.34% | 37,068 | 2,450 | 7.1% | $16.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $240.37万 | 1.32% | 5,016 | 180 | 3.7% | $8.63万 | 加仓 |
| EMR | EMERSON ELEC CO | $238.68万 | 1.31% | 18,217 | 760 | 4.4% | $9.96万 | 加仓 |
| QCOM | QUALCOMM INC | $219.76万 | 1.20% | 17,065 | 179 | 1.1% | $2.31万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $218.43万 | 1.20% | 108,945 | -21,800 | -16.7% | -$43.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $213.14万 | 1.17% | 14,756 | 770 | 5.5% | $11.12万 | 加仓 |
| QUAL | ISHARES TR | $201.19万 | 1.10% | 10,489 | 3,565 | 51.5% | $68.38万 | 加仓 |
| PCAR | PACCAR INC | $199.04万 | 1.09% | 17,233 | 50 | 0.3% | $5,775 | 加仓 |
| IWF | ISHARES TR | $198.25万 | 1.08% | 4,649 | -550 | -10.6% | -$23.45万 | 减仓 |
| IWD | ISHARES TR | $191.68万 | 1.05% | 8,971 | -796 | -8.1% | -$17.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $176.04万 | 0.96% | 2,946 | 76 | 2.6% | $4.54万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $174.69万 | 0.96% | 56,939 | 24,710 | 76.7% | $75.81万 | 加仓 |
| T | AT&T INC | $174.02万 | 0.95% | 60,026 | 497 | 0.8% | $1.44万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $173.95万 | 0.95% | 21,021 | 8,660 | 70.1% | $71.66万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $173.27万 | 0.95% | 86,810 | -1,425 | -1.6% | -$2.84万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $172.45万 | 0.94% | 48,577 | 450 | 0.9% | $1.60万 | 加仓 |
| USMV | ISHARES TR | $162.40万 | 0.89% | 17,511 | 4,086 | 30.4% | $37.89万 | 加仓 |
| LOW | LOWES COS INC | $155.99万 | 0.85% | 6,602 | 225 | 3.5% | $5.32万 | 加仓 |
| DIS | DISNEY WALT CO | $137.26万 | 0.75% | 14,241 | -358 | -2.5% | -$3.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $104.59万 | 0.57% | 20,835 | -39 | -0.2% | -$1,958 | 减仓 |
| LH | LABCORP HOLDINGS INC | $104.16万 | 0.57% | 3,904 | -10 | -0.3% | -$2,668 | 减仓 |
| INTC | INTEL CORP | $97.01万 | 0.53% | 21,982 | -525 | -2.3% | -$2.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.65万 | 0.51% | 15,276 | -550 | -3.5% | -$3.34万 | 减仓 |
| AVGO | BROADCOM INC | $86.54万 | 0.47% | 2,796 | 23 | 0.8% | $7,119 | 加仓 |
| SO | SOUTHERN CO | $86.10万 | 0.47% | 8,920 | 75 | 0.8% | $7,239 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $80.20万 | 0.44% | 1,690 | -200 | -10.6% | -$9.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $72.40万 | 0.40% | 3,690 | -340 | -8.4% | -$6.67万 | 减仓 |
| CVS | CVS HEALTH CORP | $64.11万 | 0.35% | 8,927 | -2,560 | -22.3% | -$18.39万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $62.80万 | 0.34% | 25,750 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $62.27万 | 0.34% | 2,127 | -282 | -11.7% | -$8.26万 | 减仓 |
| IJH | ISHARES TR | $57.64万 | 0.32% | 8,535 | -265 | -3.0% | -$1.79万 | 减仓 |
| GOOG | ALPHABET INC | $53.99万 | 0.30% | 1,882 | -588 | -23.8% | -$16.87万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $53.80万 | 0.29% | 13,645 | -125 | -0.9% | -$4,929 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.11万 | 0.29% | 533 | -9 | -1.7% | -$8,968 | 减仓 |
| V | VISA INC | $45.18万 | 0.25% | 1,495 | 12 | 0.8% | $3,627 | 加仓 |
| HD | HOME DEPOT INC | $42.10万 | 0.23% | 1,280 | -443 | -25.7% | -$14.57万 | 减仓 |
| RGLD | ROYAL GOLD INC | $38.56万 | 0.21% | 1,515 | -6 | -0.4% | -$1,527 | 减仓 |
| IJJ | ISHARES TR | $35.99万 | 0.20% | 2,716 | -425 | -13.5% | -$5.63万 | 减仓 |
| MDT | MEDTRONIC PLC | $35.17万 | 0.19% | 4,059 | -2,184 | -35.0% | -$18.92万 | 减仓 |
| MCD | MCDONALDS CORP | $30.86万 | 0.17% | 993 | -234 | -19.1% | -$7.27万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.49万 | 0.16% | 600 | -1 | -0.2% | -$492 | 减仓 |
| ABBV | ABBVIE INC | $28.73万 | 0.16% | 1,321 | 5 | 0.4% | $1,087 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $28.41万 | 0.16% | 4,167 | -400 | -8.8% | -$2.73万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.82万 | 0.15% | 2,261 | -237 | -9.5% | -$2.81万 | 减仓 |
| IWS | ISHARES TR | $25.53万 | 0.14% | 1,752 | -113 | -6.1% | -$1.65万 | 减仓 |
| IJK | ISHARES TR | $25.25万 | 0.14% | 2,509 | -505 | -16.8% | -$5.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $25.01万 | 0.14% | 1,434 | 35 | 2.5% | $6,104 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $24.74万 | 0.14% | 5,205 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $23.38万 | 0.13% | 2,583 | -2,198 | -46.0% | -$19.90万 | 减仓 |
| IJR | ISHARES TR | $22.57万 | 0.12% | 1,816 | -1,012 | -35.8% | -$12.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.42万 | 0.12% | 986 | -367 | -27.1% | -$7.97万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $18.39万 | 0.10% | 20,390 | -400 | -1.9% | -$3,608 | 减仓 |
| IJS | ISHARES TR | $18.21万 | 0.10% | 1,537 | -36 | -2.3% | -$4,264 | 减仓 |
| IVV | ISHARES TR | $15.29万 | 0.08% | 234 | -3 | -1.3% | -$1,960 | 减仓 |
| IVW | ISHARES TR | $12.59万 | 0.07% | 1,113 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $12.29万 | 0.07% | 812 | -850 | -51.1% | -$12.87万 | 减仓 |
| IJT | ISHARES TR | $10.01万 | 0.05% | 692 | -30 | -4.2% | -$4,341 | 减仓 |
| VUG | VANGUARD INDEX FDS | $9.74万 | 0.05% | 223 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $7.94万 | 0.04% | 376 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $5.57万 | 0.03% | 194 | 3 | 1.6% | $862 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $4.18万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $3.79万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.69万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $2.57万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $9,737 | 0.01% | 76 | -222 | -74.5% | -$2.84万 | 减仓 |