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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,721.74万 | 13.35% | 56,976 | 1,342 | 2.4% | $87.66万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,805.57万 | 6.47% | 395,785 | 9,008 | 2.3% | $41.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,526.12万 | 5.47% | 53,142 | -626 | -1.2% | -$17.98万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,067.52万 | 3.83% | 15,300 | -7 | -0.0% | -$4,884 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $921.37万 | 3.30% | 48,008 | -3,890 | -7.5% | -$74.66万 | 减仓 |
| IXN | ISHARES TR | $886.72万 | 3.18% | 88,698 | -300 | -0.3% | -$3.00万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $883.13万 | 3.17% | 76,908 | -9,824 | -11.3% | -$112.81万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $837.96万 | 3.00% | 273,129 | -39,548 | -12.6% | -$121.33万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $793.36万 | 2.84% | 143,620 | 7,445 | 5.5% | $41.13万 | 加仓 |
| AMZN | AMAZON COM INC | $748.73万 | 2.68% | 35,950 | 2,242 | 6.7% | $46.69万 | 加仓 |
| GOOGL | ALPHABET INC | $657.22万 | 2.36% | 22,855 | 1,515 | 7.1% | $43.57万 | 加仓 |
| TSLA | TESLA INC | $595.54万 | 2.14% | 16,020 | 18 | 0.1% | $6,692 | 加仓 |
| — | VIRTUS ETF TR II | $573.32万 | 2.06% | 240,487 | -1,207 | -0.5% | -$2.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $558.60万 | 2.00% | 16,529 | 1,637 | 11.0% | $55.32万 | 加仓 |
| INTF | ISHARES TR | $536.72万 | 1.92% | 137,763 | 62,091 | 82.1% | $241.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $511.35万 | 1.83% | 13,814 | 1,392 | 11.2% | $51.53万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $489.54万 | 1.76% | 22,763 | -837 | -3.5% | -$18.00万 | 减仓 |
| AAPL | APPLE INC | $464.37万 | 1.67% | 18,298 | -584 | -3.1% | -$14.82万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $439.13万 | 1.57% | 87,844 | 39,669 | 82.3% | $198.31万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $430.41万 | 1.54% | 139,517 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $409.80万 | 1.47% | 145,941 | -7,283 | -4.8% | -$20.45万 | 减仓 |
| META | META PLATFORMS INC | $380.14万 | 1.36% | 6,644 | 869 | 15.0% | $49.72万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $361.96万 | 1.30% | 34,080 | 3,344 | 10.9% | $35.52万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $353.07万 | 1.27% | 74,646 | 51,313 | 219.9% | $242.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $331.66万 | 1.19% | 43,332 | 1,197 | 2.8% | $9.16万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $331.43万 | 1.19% | 17,768 | -1,755 | -9.0% | -$32.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $303.01万 | 1.09% | 17,374 | 164 | 1.0% | $2.86万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $296.43万 | 1.06% | 28,677 | -80 | -0.3% | -$8,270 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $248.90万 | 0.89% | 2,942 | -102 | -3.4% | -$8.63万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $244.13万 | 0.88% | 27,598 | -7,060 | -20.4% | -$62.45万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $226.74万 | 0.81% | 71,800 | 34,353 | 91.7% | $108.49万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $220.58万 | 0.79% | 146,564 | 70,400 | 92.4% | $105.95万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $212.07万 | 0.76% | 27,896 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $211.71万 | 0.76% | 9,773 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $211.41万 | 0.76% | 34,556 | 2,849 | 9.0% | $17.43万 | 加仓 |
| AVGO | BROADCOM INC | $205.08万 | 0.74% | 6,626 | -151 | -2.2% | -$4.67万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $199.63万 | 0.72% | 15,912 | 195 | 1.2% | $2.45万 | 加仓 |
| SMH | VANECK ETF TRUST | $186.10万 | 0.67% | 4,854 | -20 | -0.4% | -$7,668 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $185.49万 | 0.67% | 38,604 | -1,213 | -3.0% | -$5.83万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $177.14万 | 0.64% | 11,961 | -909 | -7.1% | -$13.46万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.96万 | 0.61% | 6,244 | 2,392 | 62.1% | $64.73万 | 加仓 |
| — | MATTHEWS ASIA FDS | $161.54万 | 0.58% | 42,464 | 439 | 1.0% | $1.67万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $159.09万 | 0.57% | 16,062 | -203 | -1.2% | -$2.01万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $153.76万 | 0.55% | 85,043 | 6,554 | 8.4% | $11.85万 | 加仓 |
| SHY | ISHARES TR | $151.92万 | 0.54% | 18,399 | -9,828 | -34.8% | -$81.15万 | 减仓 |
| MUB | ISHARES TR | $150.17万 | 0.54% | 14,147 | 3,747 | 36.0% | $39.77万 | 加仓 |
| WPC | WP CAREY INC | $148.61万 | 0.53% | 21,867 | -3,723 | -14.5% | -$25.30万 | 减仓 |
| USMV | ISHARES TR | $144.28万 | 0.52% | 15,557 | -500 | -3.1% | -$4.64万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $132.56万 | 0.48% | 53,453 | 1,927 | 3.7% | $4.78万 | 加仓 |
| GOOG | ALPHABET INC | $127.85万 | 0.46% | 4,457 | 1,306 | 41.4% | $37.46万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $116.19万 | 0.42% | 99,735 | 29,950 | 42.9% | $34.89万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $114.39万 | 0.41% | 14,430 | -885 | -5.8% | -$7.02万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $111.44万 | 0.40% | 19,661 | 7,409 | 60.5% | $41.99万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $103.51万 | 0.37% | 21,172 | 3,010 | 16.6% | $14.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $82.10万 | 0.29% | 16,222 | 179 | 1.1% | $9,059 | 加仓 |
| SPHY | SPDR SERIES TRUST | $81.12万 | 0.29% | 34,785 | -1,110 | -3.1% | -$2.59万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $79.66万 | 0.29% | 5,203 | 3,246 | 165.9% | $49.70万 | 加仓 |
| ABBV | ABBVIE INC | $73.97万 | 0.27% | 3,401 | -489 | -12.6% | -$10.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.63万 | 0.26% | 2,503 | -112 | -4.3% | -$3.29万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $71.33万 | 0.26% | 33,301 | -14,886 | -30.9% | -$31.88万 | 减仓 |
| IJH | ISHARES TR | $70.12万 | 0.25% | 10,384 | -147 | -1.4% | -$9,927 | 减仓 |
| IYK | ISHARES TR | $64.04万 | 0.23% | 9,145 | -895 | -8.9% | -$6.27万 | 减仓 |
| DON | WISDOMTREE TR | $62.54万 | 0.22% | 11,903 | 414 | 3.6% | $2.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $61.52万 | 0.22% | 21,118 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $61.39万 | 0.22% | 17,357 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $61.34万 | 0.22% | 1,912 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $57.61万 | 0.21% | 1,906 | -50 | -2.6% | -$1.51万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $50.60万 | 0.18% | 10,143 | 143 | 1.4% | $7,134 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $50.55万 | 0.18% | 30,769 | 30,769 | — | $50.55万 | 新建仓 |
| IYG | ISHARES TR | $48.33万 | 0.17% | 5,834 | -39 | -0.7% | -$3,231 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.35万 | 0.17% | 792 | -31 | -3.8% | -$1.85万 | 减仓 |
| NOW | SERVICENOW INC | $47.05万 | 0.17% | 4,500 | -1,495 | -24.9% | -$15.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $41.36万 | 0.15% | 1,579 | -65 | -4.0% | -$1.70万 | 减仓 |
| IYW | ISHARES TR | $40.58万 | 0.15% | 2,237 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $40.58万 | 0.15% | 5,642 | -1,277 | -18.5% | -$9.19万 | 减仓 |
| CRM | SALESFORCE INC | $40.50万 | 0.15% | 2,169 | -545 | -20.1% | -$10.18万 | 减仓 |
| MRNA | MODERNA INC | $39.51万 | 0.14% | 7,777 | -75 | -1.0% | -$3,810 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $39.36万 | 0.14% | 7,853 | 61 | 0.8% | $3,057 | 加仓 |
| CSCO | CISCO SYS INC | $39.02万 | 0.14% | 5,030 | 1 | 0.0% | $78 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $38.20万 | 0.14% | 7,567 | -2,048 | -21.3% | -$10.34万 | 减仓 |
| SHOP | SHOPIFY INC | $37.95万 | 0.14% | 3,199 | -377 | -10.5% | -$4.47万 | 减仓 |
| PINS | PINTEREST INC | $37.55万 | 0.13% | 20,475 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $37.26万 | 0.13% | 3,902 | -526 | -11.9% | -$5.02万 | 减仓 |
| — | ISHARES TR | $36.08万 | 0.13% | 5,543 | -240 | -4.2% | -$1.56万 | 减仓 |
| NUSC | NUSHARES ETF TR | $34.50万 | 0.12% | 7,656 | -728 | -8.7% | -$3.28万 | 减仓 |
| LLY | ELI LILLY & CO | $34.39万 | 0.12% | 374 | -10 | -2.6% | -$9,194 | 减仓 |
| DES | WISDOMTREE TR | $31.48万 | 0.11% | 8,758 | -140 | -1.6% | -$5,032 | 减仓 |
| APP | APPLOVIN CORP | $30.49万 | 0.11% | 766 | 246 | 47.3% | $9.79万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $30.12万 | 0.11% | 2,348 | -74 | -3.1% | -$9,491 | 减仓 |
| IJR | ISHARES TR | $28.93万 | 0.10% | 2,327 | -435 | -15.7% | -$5.41万 | 减仓 |
| IMCV | ISHARES TR | $28.76万 | 0.10% | 3,392 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.45万 | 0.10% | 286 | -33 | -10.3% | -$3.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.29万 | 0.10% | 3,841 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $28.03万 | 0.10% | 820 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $28.00万 | 0.10% | 641 | 22 | 3.6% | $9,609 | 加仓 |
| FLOT | ISHARES TR | $27.54万 | 0.10% | 5,405 | -3,021 | -35.9% | -$15.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.11万 | 0.09% | 1,785 | -175 | -8.9% | -$2.56万 | 减仓 |
| MOAT | VANECK ETF TRUST | $25.48万 | 0.09% | 2,635 | -675 | -20.4% | -$6.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.97万 | 0.09% | 415 | 19 | 4.8% | $1.10万 | 加仓 |
| IJK | ISHARES TR | $23.70万 | 0.08% | 2,355 | -25 | -1.1% | -$2,515 | 减仓 |