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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $29.65万 | 0.09% | 2,852 | 217 | 8.2% | $2.26万 | 加仓 |
| EWY | ISHARES INC | $28.83万 | 0.09% | 1,428 | 1,428 | — | $28.83万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.42万 | 0.08% | 568 | 120 | 26.8% | $6.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $28.27万 | 0.08% | 3,917 | -1,725 | -30.6% | -$12.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $28.24万 | 0.08% | 828 | 828 | — | $28.24万 | 新建仓 |
| IJK | ISHARES TR | $27.67万 | 0.08% | 2,355 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $27.41万 | 0.08% | 4,942 | 4,942 | — | $27.41万 | 新建仓 |
| DASH | DOORDASH INC | $26.26万 | 0.08% | 1,423 | -4 | -0.3% | -$738 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $25.99万 | 0.08% | 3,541 | -300 | -7.8% | -$2.20万 | 减仓 |
| PHYL | PGIM ETF TR | $25.64万 | 0.08% | 7,352 | 7,352 | — | $25.64万 | 新建仓 |
| ILCG | ISHARES TR | $25.64万 | 0.08% | 2,191 | -1,711 | -43.8% | -$20.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.08万 | 0.07% | 247 | -39 | -13.6% | -$3.64万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $22.76万 | 0.07% | 743 | -55 | -6.9% | -$1.68万 | 减仓 |
| — | MATTHEWS INTL FDS | $22.55万 | 0.07% | 7,621 | 7,621 | — | $22.55万 | 新建仓 |
| IJT | ISHARES TR | $20.81万 | 0.06% | 1,165 | -338 | -22.5% | -$6.04万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.39万 | 0.06% | 3,995 | 3,995 | — | $20.39万 | 新建仓 |
| NNN | NNN REIT INC | $20.25万 | 0.06% | 4,351 | 4,351 | — | $20.25万 | 新建仓 |
| — | EA SERIES TRUST | $20.17万 | 0.06% | 6,073 | 6,073 | — | $20.17万 | 新建仓 |
| UA | UNDER ARMOUR INC | $10.83万 | 0.03% | 17,409 | -6,448 | -27.0% | -$4.01万 | 减仓 |
| BLND | BLEND LABS INC | $7.76万 | 0.02% | 45,355 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,785 | -100.0% | -$26.11万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,551 | -100.0% | -$22.10万 | 清仓 |