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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,180.84万 | 12.33% | 55,827 | -1,149 | -2.0% | -$86.05万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,894.83万 | 5.59% | 416,538 | 20,753 | 5.2% | $94.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,718.78万 | 5.07% | 213,327 | 759 | 0.4% | $6.12万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,462.27万 | 4.31% | 122,345 | -55 | -0.0% | -$6,574 | 减仓 |
| IXN | ISHARES TR | $1,273.02万 | 3.75% | 88,111 | -587 | -0.7% | -$8.48万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $978.96万 | 2.89% | 308,724 | 35,595 | 13.0% | $112.87万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $961.04万 | 2.83% | 69,874 | -7,034 | -9.1% | -$96.75万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $941.19万 | 2.77% | 44,235 | -3,773 | -7.9% | -$80.28万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $888.99万 | 2.62% | 147,453 | 3,833 | 2.7% | $23.11万 | 加仓 |
| AMZN | AMAZON COM INC | $879.38万 | 2.59% | 36,896 | 946 | 2.6% | $22.55万 | 加仓 |
| GOOGL | ALPHABET INC | $858.72万 | 2.53% | 24,029 | 1,174 | 5.1% | $41.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $841.67万 | 2.48% | 17,624 | 1,095 | 6.6% | $52.29万 | 加仓 |
| INTF | ISHARES TR | $705.18万 | 2.08% | 172,164 | 34,401 | 25.0% | $140.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $637.23万 | 1.88% | 17,083 | 3,269 | 23.7% | $121.94万 | 加仓 |
| TSLA | TESLA INC | $629.72万 | 1.86% | 14,972 | -1,048 | -6.5% | -$44.08万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $624.42万 | 1.84% | 123,269 | 35,425 | 40.3% | $179.45万 | 加仓 |
| AAPL | APPLE INC | $562.13万 | 1.66% | 19,427 | 1,129 | 6.2% | $32.67万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $488.96万 | 1.44% | 103,714 | 29,068 | 38.9% | $137.04万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $484.54万 | 1.43% | 139,517 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $468.65万 | 1.38% | 19,806 | -2,957 | -13.0% | -$69.97万 | 减仓 |
| — | VIRTUS ETF TR II | $440.40万 | 1.30% | 175,559 | -64,928 | -27.0% | -$162.88万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $432.27万 | 1.27% | 14,511 | -1,551 | -9.7% | -$46.20万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $415.26万 | 1.22% | 33,641 | -439 | -1.3% | -$5.42万 | 减仓 |
| SMH | VANECK ETF TRUST | $404.42万 | 1.19% | 6,166 | 1,312 | 27.0% | $86.05万 | 加仓 |
| — | MATTHEWS ASIA FDS | $400.73万 | 1.18% | 69,282 | 26,818 | 63.2% | $155.12万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $399.44万 | 1.18% | 230,225 | 83,661 | 57.1% | $145.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $397.38万 | 1.17% | 45,219 | 1,887 | 4.4% | $16.58万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $392.66万 | 1.16% | 34,786 | 6,109 | 21.3% | $68.96万 | 加仓 |
| META | META PLATFORMS INC | $379.47万 | 1.12% | 6,737 | 93 | 1.4% | $5.24万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $376.75万 | 1.11% | 176,051 | 145,282 | 472.2% | $310.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $368.02万 | 1.09% | 18,393 | 1,019 | 5.9% | $20.39万 | 加仓 |
| PFE | PFIZER INC | $361.32万 | 1.07% | 150,050 | 4,109 | 2.8% | $9.89万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $359.09万 | 1.06% | 98,842 | 27,042 | 37.7% | $98.24万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $358.41万 | 1.06% | 16,025 | -1,743 | -9.8% | -$38.98万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $314.31万 | 0.93% | 60,052 | 60,052 | — | $314.31万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $283.70万 | 0.84% | 30,300 | 2,404 | 8.6% | $22.51万 | 加仓 |
| AVGO | BROADCOM INC | $266.64万 | 0.79% | 7,059 | 433 | 6.5% | $16.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $262.21万 | 0.77% | 6,309 | 65 | 1.0% | $2.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $259.94万 | 0.77% | 2,570 | -372 | -12.6% | -$37.63万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $227.35万 | 0.67% | 7,504 | 7,504 | — | $227.35万 | 新建仓 |
| O | REALTY INCOME CORP | $220.59万 | 0.65% | 35,602 | 1,046 | 3.0% | $6.48万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $209.58万 | 0.62% | 22,444 | -5,154 | -18.7% | -$48.13万 | 减仓 |
| ROST | ROSS STORES INC | $208.02万 | 0.61% | 9,773 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $204.72万 | 0.60% | 80,474 | 27,021 | 50.6% | $68.74万 | 加仓 |
| GOOG | ALPHABET INC | $180.95万 | 0.53% | 5,121 | 664 | 14.9% | $23.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $170.39万 | 0.50% | 10,782 | -1,179 | -9.9% | -$18.63万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $159.44万 | 0.47% | 28,229 | 8,568 | 43.6% | $48.39万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $150.39万 | 0.44% | 15,669 | -243 | -1.5% | -$2.33万 | 减仓 |
| USMV | ISHARES TR | $148.75万 | 0.44% | 15,421 | -136 | -0.9% | -$1.31万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $145.07万 | 0.43% | 79,842 | -5,201 | -6.1% | -$9.45万 | 减仓 |
| WPC | WP CAREY INC | $129.09万 | 0.38% | 18,054 | -3,813 | -17.4% | -$27.26万 | 减仓 |
| MUB | ISHARES TR | $126.25万 | 0.37% | 11,731 | -2,416 | -17.1% | -$26.00万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $123.64万 | 0.36% | 25,530 | -13,074 | -33.9% | -$63.32万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $119.65万 | 0.35% | 15,140 | 710 | 4.9% | $5.61万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $114.12万 | 0.34% | 94,160 | -5,575 | -5.6% | -$6.76万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $108.07万 | 0.32% | 46,622 | 13,321 | 40.0% | $30.88万 | 加仓 |
| SHY | ISHARES TR | $104.99万 | 0.31% | 12,786 | -5,613 | -30.5% | -$46.09万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $98.79万 | 0.29% | 19,897 | -1,275 | -6.0% | -$6.33万 | 减仓 |
| FLOT | ISHARES TR | $92.25万 | 0.27% | 18,070 | 12,665 | 234.3% | $64.65万 | 加仓 |
| IJH | ISHARES TR | $82.72万 | 0.24% | 10,727 | 343 | 3.3% | $2.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $81.43万 | 0.24% | 16,102 | -120 | -0.7% | -$6,068 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $79.77万 | 0.24% | 2,437 | -66 | -2.6% | -$2.16万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $74.77万 | 0.22% | 17,107 | -250 | -1.4% | -$1.09万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $74.77万 | 0.22% | 6,548 | 1,345 | 25.9% | $15.36万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $69.90万 | 0.21% | 29,820 | -4,965 | -14.3% | -$11.64万 | 减仓 |
| DON | WISDOMTREE TR | $68.32万 | 0.20% | 12,088 | 185 | 1.6% | $1.05万 | 加仓 |
| V | VISA INC | $62.34万 | 0.18% | 1,817 | -89 | -4.7% | -$3.05万 | 减仓 |
| ABBV | ABBVIE INC | $60.57万 | 0.18% | 2,407 | -994 | -29.2% | -$25.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $59.07万 | 0.17% | 817 | -3 | -0.4% | -$2,169 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $57.71万 | 0.17% | 5,737 | 5,737 | — | $57.71万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $57.29万 | 0.17% | 1,548 | -364 | -19.0% | -$13.47万 | 减仓 |
| CSCO | CISCO SYS INC | $56.73万 | 0.17% | 4,830 | -200 | -4.0% | -$2.35万 | 减仓 |
| IYW | ISHARES TR | $56.42万 | 0.17% | 2,237 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $54.31万 | 0.16% | 791 | -1 | -0.1% | -$687 | 减仓 |
| MRNA | MODERNA INC | $52.98万 | 0.16% | 7,566 | -211 | -2.7% | -$1.48万 | 减仓 |
| IYK | ISHARES TR | $52.82万 | 0.16% | 7,270 | -1,875 | -20.5% | -$13.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $52.52万 | 0.15% | 713 | 298 | 71.8% | $21.95万 | 加仓 |
| VB | VANGUARD INDEX FDS | $50.38万 | 0.15% | 1,662 | 83 | 5.3% | $2.52万 | 加仓 |
| IYG | ISHARES TR | $48.81万 | 0.14% | 5,395 | -439 | -7.5% | -$3.97万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $47.51万 | 0.14% | 7,649 | -204 | -2.6% | -$1.27万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $45.66万 | 0.13% | 9,028 | -1,115 | -11.0% | -$5.64万 | 减仓 |
| LLY | ELI LILLY & CO | $44.26万 | 0.13% | 369 | -5 | -1.3% | -$5,998 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.62万 | 0.13% | 12,889 | -8,229 | -39.0% | -$27.85万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $43.02万 | 0.13% | 7,230 | -337 | -4.5% | -$2.01万 | 减仓 |
| SOXX | ISHARES TR | $42.93万 | 0.13% | 670 | 670 | — | $42.93万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.65万 | 0.12% | 717 | 717 | — | $41.65万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $39.80万 | 0.12% | 7,636 | -20 | -0.3% | -$1,042 | 减仓 |
| DES | WISDOMTREE TR | $39.27万 | 0.12% | 9,654 | 896 | 10.2% | $3.64万 | 加仓 |
| PINS | PINTEREST INC | $37.21万 | 0.11% | 17,693 | -2,782 | -13.6% | -$5.85万 | 减仓 |
| — | ISHARES TR | $36.85万 | 0.11% | 4,880 | -663 | -12.0% | -$5.01万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $36.77万 | 0.11% | 2,152 | 2,152 | — | $36.77万 | 新建仓 |
| SHOP | SHOPIFY INC | $36.18万 | 0.11% | 3,169 | -30 | -0.9% | -$3,425 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.10万 | 0.11% | 473 | 473 | — | $36.10万 | 新建仓 |
| IJR | ISHARES TR | $35.99万 | 0.11% | 2,427 | 100 | 4.3% | $1.48万 | 加仓 |
| APP | APPLOVIN CORP | $34.88万 | 0.10% | 677 | -89 | -11.6% | -$4.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $33.40万 | 0.10% | 3,877 | 31 | 0.8% | $2,670 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $32.98万 | 0.10% | 2,255 | -93 | -4.0% | -$1.36万 | 减仓 |
| IMCV | ISHARES TR | $31.00万 | 0.09% | 3,392 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.50万 | 0.09% | 1,947 | -222 | -10.2% | -$3.48万 | 减仓 |
| NOW | SERVICENOW INC | $29.93万 | 0.09% | 3,015 | -1,485 | -33.0% | -$14.74万 | 减仓 |