New Insight Wealth Advisors
SAN RAMON CA · SEC CIK 0002022328
$2.79亿2026Q1 申报市值
107持仓数
47.3%前十大占比 · 第一大 13.3%
2 / 6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
JSCP 加仓+$242.71万
INTF 加仓+$241.91万
JMUB 加仓+$198.31万
FDEM 加仓+$108.49万
RIVN 加仓+$105.95万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$121.33万
VIOO 减仓-$112.81万
SHY 减仓-$81.15万
RSP 减仓-$74.66万
VIGI 减仓-$62.45万
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 |
|---|---|---|---|---|---|---|---|---|
| — | VIRTUS ETF TR II | $573.32万 | 2.06% | 240,487 | -1,207 | -0.5% | -$2.88万 | 减仓 |
| TSLA | TESLA INC | $595.54万 | 2.14% | 16,020 | 18 | 0.1% | $6,692 | 加仓 |
| GOOGL | ALPHABET INC | $657.22万 | 2.36% | 22,855 | 1,515 | 7.1% | $43.57万 | 加仓 |
| AMZN | AMAZON COM INC | $748.73万 | 2.68% | 35,950 | 2,242 | 6.7% | $46.69万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $793.36万 | 2.84% | 143,620 | 7,445 | 5.5% | $41.13万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $837.96万 | 3.00% | 273,129 | -39,548 | -12.6% | -$121.33万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $883.13万 | 3.17% | 76,908 | -9,824 | -11.3% | -$112.81万 | 减仓 |
| IXN | ISHARES TR | $886.72万 | 3.18% | 88,698 | -300 | -0.3% | -$3.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $921.37万 | 3.30% | 48,008 | -3,890 | -7.5% | -$74.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,067.52万 | 3.83% | 15,300 | -7 | -0.0% | -$4,884 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,526.12万 | 5.47% | 53,142 | -626 | -1.2% | -$17.98万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,805.57万 | 6.47% | 395,785 | 9,008 | 2.3% | $41.09万 | 加仓 |
| IVV | ISHARES TR | $3,721.74万 | 13.35% | 56,976 | 1,342 | 2.4% | $87.66万 | 加仓 |