New Insight Wealth Advisors
SAN RAMON CA · SEC CIK 0002022328
$3.39亿2026Q2 申报市值
120持仓数
44.8%前十大占比 · 第一大 12.3%
15 / 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
BINC 新建仓+$314.31万
DOC 加仓+$310.90万
QQQM 新建仓+$227.35万
JMUB 加仓+$179.45万
MATTHEWS ASIA FD 加仓+$155.12万
2026Q2 卖出最多 按季末市值估算
VIRTUS ETF TR II 减仓-$162.88万
VIOO 减仓-$96.75万
IVV 减仓-$86.05万
RSP 减仓-$80.28万
VIG 减仓-$69.97万
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 | $432.27万 | 1.27% | 14,511 | -1,551 | -9.7% | -$46.20万 | 减仓 |
| — | VIRTUS ETF TR II | $440.40万 | 1.30% | 175,559 | -64,928 | -27.0% | -$162.88万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $468.65万 | 1.38% | 19,806 | -2,957 | -13.0% | -$69.97万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $484.54万 | 1.43% | 139,517 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $488.96万 | 1.44% | 103,714 | 29,068 | 38.9% | $137.04万 | 加仓 |
| AAPL | APPLE INC | $562.13万 | 1.66% | 19,427 | 1,129 | 6.2% | $32.67万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $624.42万 | 1.84% | 123,269 | 35,425 | 40.3% | $179.45万 | 加仓 |
| TSLA | TESLA INC | $629.72万 | 1.86% | 14,972 | -1,048 | -6.5% | -$44.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $637.23万 | 1.88% | 17,083 | 3,269 | 23.7% | $121.94万 | 加仓 |
| INTF | ISHARES TR | $705.18万 | 2.08% | 172,164 | 34,401 | 25.0% | $140.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $841.67万 | 2.48% | 17,624 | 1,095 | 6.6% | $52.29万 | 加仓 |
| GOOGL | ALPHABET INC | $858.72万 | 2.53% | 24,029 | 1,174 | 5.1% | $41.95万 | 加仓 |
| AMZN | AMAZON COM INC | $879.38万 | 2.59% | 36,896 | 946 | 2.6% | $22.55万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $888.99万 | 2.62% | 147,453 | 3,833 | 2.7% | $23.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $941.19万 | 2.77% | 44,235 | -3,773 | -7.9% | -$80.28万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $961.04万 | 2.83% | 69,874 | -7,034 | -9.1% | -$96.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $978.96万 | 2.89% | 308,724 | 35,595 | 13.0% | $112.87万 | 加仓 |
| IXN | ISHARES TR | $1,273.02万 | 3.75% | 88,111 | -587 | -0.7% | -$8.48万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,462.27万 | 4.31% | 122,345 | -55 | -0.0% | -$6,574 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,718.78万 | 5.07% | 213,327 | 759 | 0.4% | $6.12万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,894.83万 | 5.59% | 416,538 | 20,753 | 5.2% | $94.41万 | 加仓 |
| IVV | ISHARES TR | $4,180.84万 | 12.33% | 55,827 | -1,149 | -2.0% | -$86.05万 | 减仓 |