Insight Inv LLC
EL SEGUNDO CA · SEC CIK 0001909322
$2.12亿2026Q2 申报市值
109持仓数
34.7%前十大占比 · 第一大 6.2%
4 / 2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
LMBS 加仓+$53.60万
URI 新建仓+$25.83万
PG 加仓+$25.52万
WRB 加仓+$25.30万
CMI 新建仓+$24.96万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$404.28万
LH 减仓-$69.83万
MRVL 减仓-$44.68万
GLW 减仓-$40.79万
MDT 清仓-$35.17万
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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $1,316.35万 | 6.21% | 44,189 | -1,500 | -3.3% | -$44.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,001.93万 | 4.72% | 13,858 | -405 | -2.8% | -$29.28万 | 减仓 |
| GLW | CORNING INC | $984.30万 | 4.64% | 38,535 | -1,597 | -4.0% | -$40.79万 | 减仓 |
| AAPL | APPLE INC | $908.88万 | 4.28% | 31,410 | -560 | -1.8% | -$16.20万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $710.16万 | 3.35% | 87,609 | 1,730 | 2.0% | $14.02万 | 加仓 |
| GOOGL | ALPHABET INC | $657.87万 | 3.10% | 18,409 | -604 | -3.2% | -$21.58万 | 减仓 |
| CSCO | CISCO SYS INC | $466.29万 | 2.20% | 39,698 | -1,000 | -2.5% | -$11.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $445.99万 | 2.10% | 13,625 | -39 | -0.3% | -$1.28万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $435.50万 | 2.05% | 18,683 | -655 | -3.4% | -$15.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $427.80万 | 2.02% | 15,213 | 55 | 0.4% | $1.55万 | 加仓 |
| AMZN | AMAZON COM INC | $421.22万 | 1.99% | 17,673 | 80 | 0.5% | $1.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $420.99万 | 1.98% | 11,286 | -167 | -1.5% | -$6.23万 | 减仓 |
| MS | MORGAN STANLEY | $401.19万 | 1.89% | 19,192 | 256 | 1.4% | $5.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $397.92万 | 1.88% | 11,764 | -25 | -0.2% | -$8,456 | 减仓 |
| GHC | GRAHAM HLDGS CO | $392.42万 | 1.85% | 3,438 | 53 | 1.6% | $6.05万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $379.86万 | 1.79% | 9,453 | -150 | -1.6% | -$6.03万 | 减仓 |
| C | CITIGROUP INC | $376.84万 | 1.78% | 26,925 | -55 | -0.2% | -$7,698 | 减仓 |
| WMT | WALMART INC | $365.21万 | 1.72% | 32,245 | -405 | -1.2% | -$4.59万 | 减仓 |
| RTX | RTX CORPORATION | $338.02万 | 1.59% | 17,816 | 29 | 0.2% | $5,502 | 加仓 |
| ALL | ALLSTATE CORP | $324.50万 | 1.53% | 13,638 | -27 | -0.2% | -$6,424 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $321.19万 | 1.51% | 9,067 | -45 | -0.5% | -$1.59万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $319.28万 | 1.51% | 40,400 | 1,074 | 2.7% | $8.49万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $318.09万 | 1.50% | 12,919 | 106 | 0.8% | $2.61万 | 加仓 |
| AMGN | AMGEN INC | $315.91万 | 1.49% | 8,724 | -42 | -0.5% | -$1.52万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $313.12万 | 1.48% | 62,900 | 10,767 | 20.7% | $53.60万 | 加仓 |
| EOG | EOG RES INC | $312.35万 | 1.47% | 24,077 | 556 | 2.4% | $7.21万 | 加仓 |
| QCOM | QUALCOMM INC | $311.28万 | 1.47% | 16,845 | -220 | -1.3% | -$4.07万 | 减仓 |
| TJX | TJX COS INC NEW | $310.48万 | 1.46% | 20,494 | -132 | -0.6% | -$2.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $306.64万 | 1.45% | 12,074 | -55 | -0.5% | -$1.40万 | 减仓 |
| WRB | BERKLEY W R CORP | $286.74万 | 1.35% | 40,655 | 3,587 | 9.7% | $25.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $286.51万 | 1.35% | 19,609 | -780 | -3.8% | -$11.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $286.39万 | 1.35% | 17,277 | -21 | -0.1% | -$3,481 | 减仓 |
| INTC | INTEL CORP | $285.70万 | 1.35% | 20,461 | -1,521 | -6.9% | -$21.24万 | 减仓 |
| PEP | PEPSICO INC | $275.34万 | 1.30% | 20,335 | 440 | 2.2% | $5.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $272.76万 | 1.29% | 5,451 | 435 | 8.7% | $21.77万 | 加仓 |
| MRK | MERCK & CO INC | $262.50万 | 1.24% | 20,428 | -476 | -2.3% | -$6.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $261.38万 | 1.23% | 18,259 | 42 | 0.2% | $6,012 | 加仓 |
| ORCL | ORACLE CORP | $250.37万 | 1.18% | 17,084 | 259 | 1.5% | $3.80万 | 加仓 |
| QUAL | ISHARES TR | $249.36万 | 1.18% | 11,364 | 875 | 8.3% | $19.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $241.90万 | 1.14% | 16,496 | 1,740 | 11.8% | $25.52万 | 加仓 |
| IWF | ISHARES TR | $220.90万 | 1.04% | 17,790 | -806 | -4.3% | -$10.01万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $217.59万 | 1.03% | 108,495 | -450 | -0.4% | -$9,025 | 减仓 |
| IWD | ISHARES TR | $217.48万 | 1.03% | 8,971 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $204.00万 | 0.96% | 16,983 | -250 | -1.5% | -$3.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $196.69万 | 0.93% | 2,864 | -82 | -2.8% | -$5.63万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $193.78万 | 0.91% | 61,110 | 4,171 | 7.3% | $13.23万 | 加仓 |
| BP | BP PLC | $192.59万 | 0.91% | 52,121 | -800 | -1.5% | -$2.96万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $182.88万 | 0.86% | 91,485 | 4,675 | 5.4% | $9.35万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $170.52万 | 0.80% | 20,631 | -390 | -1.9% | -$3.22万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $168.71万 | 0.80% | 47,727 | -850 | -1.7% | -$3.00万 | 减仓 |
| USMV | ISHARES TR | $150.44万 | 0.71% | 15,596 | -1,915 | -10.9% | -$18.47万 | 减仓 |
| LOW | LOWES COS INC | $144.31万 | 0.68% | 6,545 | -57 | -0.9% | -$1.26万 | 减仓 |
| DIS | DISNEY WALT CO | $133.90万 | 0.63% | 13,911 | -330 | -2.3% | -$3.18万 | 减仓 |
| T | AT&T INC | $120.17万 | 0.57% | 58,051 | -1,975 | -3.3% | -$4.09万 | 减仓 |
| AVGO | BROADCOM INC | $102.97万 | 0.49% | 2,726 | -70 | -2.5% | -$2.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.32万 | 0.40% | 20,152 | -683 | -3.3% | -$2.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.76万 | 0.40% | 14,711 | -565 | -3.7% | -$3.26万 | 减仓 |
| CVS | CVS HEALTH CORP | $83.95万 | 0.40% | 8,115 | -812 | -9.1% | -$8.40万 | 减仓 |
| SO | SOUTHERN CO | $83.32万 | 0.39% | 8,705 | -215 | -2.4% | -$2.06万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $73.96万 | 0.35% | 1,690 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $72.11万 | 0.34% | 3,309 | -381 | -10.3% | -$8.30万 | 减仓 |
| IJH | ISHARES TR | $64.89万 | 0.31% | 8,415 | -120 | -1.4% | -$9,253 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $62.57万 | 0.29% | 1,618 | -509 | -23.9% | -$19.68万 | 减仓 |
| GOOG | ALPHABET INC | $61.66万 | 0.29% | 1,745 | -137 | -7.3% | -$4.84万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $58.86万 | 0.28% | 13,645 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $51.29万 | 0.24% | 1,495 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $49.86万 | 0.24% | 533 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $48.59万 | 0.23% | 25,750 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $44.84万 | 0.21% | 1,271 | -9 | -0.7% | -$3,175 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $39.60万 | 0.19% | 4,167 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $39.48万 | 0.19% | 1,410 | -2,494 | -63.9% | -$69.83万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.47万 | 0.18% | 1,128 | -13 | -1.1% | -$4,433 | 重新持有 |
| IJJ | ISHARES TR | $34.63万 | 0.16% | 2,344 | -372 | -13.7% | -$5.50万 | 减仓 |
| ABBV | ABBVIE INC | $33.42万 | 0.16% | 1,328 | 7 | 0.5% | $1,761 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $31.89万 | 0.15% | 2,205 | -56 | -2.5% | -$8,098 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.08万 | 0.14% | 600 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $29.48万 | 0.14% | 2,509 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $28.87万 | 0.14% | 1,443 | 9 | 0.6% | $1,801 | 加仓 |
| IWS | ISHARES TR | $28.84万 | 0.14% | 1,752 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $28.12万 | 0.13% | 5,205 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $27.95万 | 0.13% | 1,400 | -115 | -7.6% | -$2.30万 | 减仓 |
| MCD | MCDONALDS CORP | $26.54万 | 0.13% | 982 | -11 | -1.1% | -$2,973 | 减仓 |
| URI | UNITED RENTALS INC | $25.83万 | 0.12% | 228 | 228 | — | $25.83万 | 新建仓 |
| IJR | ISHARES TR | $25.45万 | 0.12% | 1,716 | -100 | -5.5% | -$1.48万 | 减仓 |
| CMI | CUMMINS INC | $24.96万 | 0.12% | 350 | 350 | — | $24.96万 | 新建仓 |
| ASML | ASML HLDG NV | $23.48万 | 0.11% | 118 | 118 | — | $23.48万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $20.41万 | 0.10% | 1,715 | -100 | -5.5% | -$1.19万 | 重新持有 |
| SKYD | PARAMOUNT SKYDANCE CORP | $19.38万 | 0.09% | 19,655 | -735 | -3.6% | -$7,247 | 减仓 |
| IEFA | ISHARES TR | $18.19万 | 0.09% | 1,883 | -700 | -27.1% | -$6.76万 | 减仓 |
| IVV | ISHARES TR | $17.52万 | 0.08% | 234 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $16.92万 | 0.08% | 1,238 | -299 | -19.5% | -$4.09万 | 减仓 |
| IVW | ISHARES TR | $15.31万 | 0.07% | 1,113 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $14.21万 | 0.07% | 585 | -401 | -40.7% | -$9.74万 | 减仓 |
| DVY | ISHARES TR | $12.69万 | 0.06% | 812 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $12.36万 | 0.06% | 692 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $11.53万 | 0.05% | 1,338 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $8.54万 | 0.04% | 376 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $6.25万 | 0.03% | 776 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $4.42万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $4.18万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |