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Investment Insight Wealth Management, LLC · 13F 持仓分析
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Investment Insight Wealth Management, LLC

No.8905
最新持仓市值 (Q2 2026)
$1.15亿
环比变动 Q1 2026
+$2,266.4万+24.4%
持仓股票数
44
新买入
8
加仓
20
减仓
15
清仓
0
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
26.44%28.67%$3,051.3万15.2万股$2,658.9万15.2万股+43股+0.03%加仓
博通AVGO
14.58%14.74%$1,682.3万4.5万股$1,367.5万4.4万股+352股+0.80%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
11.08%10.78%$1,278.6万14.5万股$999.8万2.7万股+11.8万股+434.51%加仓
谷歌AGOOGL
4.57%4.52%$527.8万1.5万股$419.6万1.5万股+175股+1.20%加仓
SSPDR标普500 ETFSPY
4.01%4.33%$462.9万6,197股$401.8万6,176股+21股+0.34%加仓
苹果AAPL
3.7%4.06%$427.0万1.5万股$376.2万1.5万股-67股-0.45%减仓
万事达MA
2.98%3.64%$343.5万6,689股$337.3万6,751股-62股-0.92%减仓
I景顺交易所交易基金IISPMO
2.88%2.04%$332.0万2.1万股$189.2万1.7万股+3,671股+21.75%加仓
美光科技MU
2.61%0.97%$301.2万2,609股$89.9万2,662股-53股-1.99%减仓
ShopifySHOP
2.27%2.9%$261.6万2.3万股$269.0万2.3万股+241股+1.06%加仓
微软MSFT
2.2%2.78%$254.4万6,820股$257.8万6,965股-145股-2.08%减仓
VisaV
2.04%2.29%$235.8万6,872股$212.4万7,028股-156股-2.22%减仓
C资本集团股息价值CCBG
1.77%1.75%$204.2万4.1万股$162.6万3.8万股+3,224股+8.44%加仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
1.6%1.28%$184.2万2.2万股$118.5万2,907股+1.9万股+667.15%加仓
迈威尔MRVL
1.58%0.64%$182.4万6,124股$59.1万5,968股+156股+2.61%加仓
亚马逊AMZN
1.45%1.61%$167.5万7,026股$149.0万7,152股-126股-1.76%减仓
VanEck ETF信托SMH
1.43%0.8%$164.8万2,512股$74.1万1,932股+580股+30.02%加仓
麦当劳MCD
1.27%1.83%$147.1万5,440股$169.6万5,455股-15股-0.27%减仓
阿斯麦ASML
1.26%1%$145.2万730股$93.1万705股+25股+3.55%加仓
ServiceNowNOW
1.2%1.57%$138.2万1.4万股$145.7万1.4万股-19股-0.14%减仓
摩根大通JPM
0.72%0.81%$82.9万2,532股$74.7万2,539股-7股-0.28%减仓
BBNY MELLON ETF TRUST IIBKDV
0.67%0.7%$77.5万2.3万股$64.9万2.2万股+1,261股+5.76%加仓
赛富时CRM
0.65%1.02%$74.6万4,751股$94.7万5,075股-324股-6.38%减仓
艾伯维ABBV
0.64%0.69%$74.0万2,941股$63.6万2,925股+16股+0.55%加仓
埃森哲ACN
0.56%1.04%$64.3万5,166股$96.9万4,887股+279股+5.71%加仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.52%$60.3万2,118股$00股+2,118股新买入
PPRECIGEN INC COMPGEN
0.52%0.44%$60.3万10.6万股$41.0万10.6万股-115股-0.11%减仓
V先锋领航·SMALLVBR
0.41%0.45%$47.2万1,941股$42.1万1,939股+2股+0.10%加仓
CANADIAN IMPERIAL BANK OFCM
0.4%$46.1万4,000股$00股+4,000股新买入
VVanEck ETF信托IBOT
0.4%$46.0万6,694股$00股+6,694股新买入
礼来LLY
0.4%0.38%$45.7万381股$35.2万383股-2股-0.52%减仓
V先锋领航指数基金VOO
0.37%0.31%$42.5万577股$29.0万502股+75股+14.94%加仓
强生JNJ
0.37%0.44%$42.4万1,668股$40.8万1,667股+1股+0.06%加仓
ICON PUB LTD COICLR
0.34%0.28%$39.0万2,247股$25.6万2,313股-66股-2.85%减仓
SSPDR行业精选信托XLK
0.27%0.23%$30.6万1,608股$21.6万1,623股-15股-0.92%减仓
台积电TSM
0.25%$29.2万612股$00股+612股新买入
S道富XLI
0.24%0.26%$27.2万1,469股$23.7万1,466股+3股+0.20%加仓
CCAPITAL INTERNATIONAL EQUITY ETFCGIE
0.21%0.24%$24.7万6,799股$22.5万6,799股00.00%持仓不变
V先锋领航全球基金MGV
0.21%$24.6万1,503股$00股+1,503股新买入
AMGEN COMAMGN
0.2%0.24%$22.8万629股$22.1万628股+1股+0.16%加仓
AMD超威AMD
0.19%$22.5万387股$00股+387股新买入
SSPDR行业精选信托XLF
0.19%0.27%$21.7万4,045股$24.9万5,044股-999股-19.81%减仓
C花旗集团C
0.19%$21.6万1,546股$00股+1,546股新买入
VertivVRT
0.18%$21.2万632股$00股+632股新买入

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