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Insight Wealth Strategies, LLC · 13F 持仓分析
期权收益计算器 机构排行

Insight Wealth Strategies, LLC

No.2740 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.25亿
环比变动 Q1 2026
+$1.29亿+14.4%
持仓股票数
182
新买入
28
加仓
90
减仓
56
清仓
23
持股不变
8
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
PPGIM AAAPAAA
3.28%0.11%$3,364.5万65.6万股$96.1万1.9万股+63.7万股+3,395.22%加仓
I景顺交易所交易基金IISPMO
3.26%2.35%$3,346.1万21.5万股$2,108.1万18.8万股+2.7万股+14.57%加仓
B贝莱德ETF信托DYNF
3.23%3.08%$3,305.9万49.0万股$2,762.3万47.5万股+1.5万股+3.15%加仓
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
3.06%3.02%$3,137.7万42.0万股$2,702.3万36.2万股+5.9万股+16.22%加仓
IiShares安硕信托VLUE
2.89%2.46%$2,961.1万15.1万股$2,202.1万15.5万股-3,385股-2.19%减仓
雪佛龙CVX
2.77%4.05%$2,840.0万17.1万股$3,625.4万17.5万股-3,820股-2.18%减仓
VVANECK IG FLOATING RATE ETFEMLC
2.75%$2,822.9万110.6万股$00股+110.6万股新买入
TT ROWETFLR
2.74%1.55%$2,810.2万55.8万股$1,388.8万27.6万股+28.2万股+102.23%加仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
2.68%2.83%$2,743.9万67.9万股$2,537.9万62.6万股+5.3万股+8.49%加仓
IiShares安硕信托TLT
2.64%0.28%$2,710.6万31.7万股$252.0万2.9万股+28.8万股+990.33%加仓
泛林集团LRCX
2.32%1.65%$2,379.1万6.1万股$1,477.8万6.9万股-8,362股-12.09%减仓
V先锋领航·CORE PLUS BOND ETFVPLS
2.27%2.97%$2,328.3万30.2万股$2,662.1万34.3万股-4.1万股-12.07%减仓
I景顺·S&PIDMO
2.25%2.26%$2,309.8万38.6万股$2,020.9万36.9万股+1.7万股+4.67%加仓
IINVESCO VARIABLE RATE PREFERRED ETFVRP
2.21%$2,265.4万93.1万股$00股+93.1万股新买入
IiShares安硕信托GARP
2.04%$2,091.1万25.6万股$00股+25.6万股新买入
S嘉信策略信托SCHC
1.95%$2,000.8万38.4万股$00股+38.4万股新买入
S道富·EET SPDR S&P REGIONAL BANKING ETFKRE
1.84%$1,881.8万24.7万股$00股+24.7万股新买入
IiShares安硕信托STIP
1.82%1.37%$1,866.5万18.5万股$1,226.1万11.9万股+6.6万股+55.69%加仓
IiShares安硕IEMG
1.67%1.45%$1,714.8万21.3万股$1,294.4万18.6万股+2.7万股+14.60%加仓
SSIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETFCDX
1.56%1.62%$1,601.3万76.4万股$1,451.3万68.0万股+8.4万股+12.38%加仓
AAvantis·U SAVUV
1.53%1.53%$1,570.4万12.6万股$1,374.1万12.4万股+1,902股+1.53%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.51%1.49%$1,545.7万9.3万股$1,335.3万9.2万股+1,040股+1.13%加仓
苹果AAPL
1.36%1.29%$1,392.9万4.7万股$1,158.0万4.6万股+1,690股+3.70%加仓
SSPDR行业精选信托XLK
1.31%1.08%$1,346.6万7.3万股$967.2万7.3万股-230股-0.32%减仓
IISHARES U.S. PHARMACEUTICALS ETFIHE
1.18%1.15%$1,205.5万12.3万股$1,028.8万11.9万股+3,950股+3.33%加仓
AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT
1.15%1.09%$1,177.8万25.2万股$977.2万24.9万股+2,935股+1.18%加仓
科磊KLAC
1.14%0.86%$1,173.2万4.4万股$767.7万5,214股+3.9万股+745.32%加仓
UUNLIMITED HFGM GLOBAL MACRO ETFHFGM
1.11%0.18%$1,138.6万37.7万股$163.8万5.1万股+32.6万股+637.08%加仓
LIQUIDIALQDA
0.96%0.6%$984.1万12.4万股$537.4万14.2万股-1.8万股-12.88%减仓
DDIGITALOCEANDOCN
0.9%0.89%$923.6万6.4万股$797.8万9.3万股-2.9万股-31.32%减仓
飞塔FTNT
0.9%0.5%$922.8万5.8万股$448.5万5.5万股+3,157股+5.75%加仓
希捷STX
0.88%0.85%$896.8万9,799股$762.5万1.9万股-9,665股-49.66%减仓
CCOMFORT SYS USAFIX
0.84%0.84%$864.7万4,636股$749.7万5,437股-801股-14.73%减仓
史丹利百得SWK
0.75%0.55%$770.0万8.4万股$496.9万7.0万股+1.4万股+20.56%加仓
微软MSFT
0.75%0.77%$769.5万2.0万股$690.3万1.9万股+1,376股+7.38%加仓
英伟达NVDA
0.75%0.6%$768.9万3.9万股$533.7万3.1万股+8,316股+27.17%加仓
家得宝HD
0.74%0.59%$754.7万2.2万股$525.1万1.6万股+5,547股+34.74%加仓
谷歌AGOOGL
0.72%0.67%$739.8万2.0万股$603.5万2.1万股-507股-2.42%减仓
亚马逊AMZN
0.71%0.66%$731.7万3.0万股$587.2万2.8万股+2,081股+7.38%加仓
渤健BIIB
0.7%0.6%$719.8万3.4万股$538.0万2.9万股+4,974股+16.95%加仓
固安捷GWW
0.7%0.64%$714.7万5,341股$575.6万5,277股+64股+1.21%加仓
AASTRANA HEALTHASTH
0.7%0.39%$713.7万14.3万股$351.3万14.3万股-2股-0.00%减仓
因赛特INCY
0.69%$707.6万6.2万股$00股+6.2万股新买入
CencoraCOR
0.68%0.62%$701.4万2.4万股$555.1万1.8万股+6,648股+37.62%加仓
AAPPLOVINAPP
0.68%$693.9万1.2万股$00股+1.2万股新买入
POPULARBPOP
0.67%$691.4万4.1万股$00股+4.1万股新买入
TTERADYNETER
0.67%$691.2万1.6万股$00股+1.6万股新买入
CDWCDW
0.67%0.64%$690.0万5.0万股$577.6万4.8万股+2,121股+4.44%加仓
默沙东MRK
0.66%0.68%$681.0万5.4万股$604.9万5.0万股+4,035股+8.02%加仓
摩托罗拉解决方案MSI
0.66%0.63%$679.7万1.6万股$560.5万1.3万股+3,309股+25.62%加仓

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