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Insight Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Insight Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001627003

持仓数

120

前50大市值合计

$676.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认购

$465.2M

715,300

68.7%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$22.6M

272,811

3.3%

SPXL DIREXION SHARES ETF TRUST

DAILY S&P 500 BU

$17.9M

96,589

2.6%

LQD ISHARES TR

IBOXX INV CP ETF

$15.2M

139,708

2.2%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$14.0M

276,178

2.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$11.5M

252,939

1.7%

IEF ISHARES TR

7-10 YR TRSY BD

$6.9M

72,511

1.0%

TIP ISHARES TR

TIPS BD ETF

$6.7M

60,632

1.0%

GTO INVESCO ACTIVELY MANAGED EXC

TOTAL RETURN

$6.6M

141,670

1.0%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$6.6M

122,574

1.0%

UITB VICTORY PORTFOLIOS II

CORE INTERMEDIAT

$6.4M

136,412

0.9%

HYG ISHARES TR

IBOXX HI YD ETF

$5.8M

72,531

0.9%

FALN ISHARES TR

FALN ANGLS USD

$4.9M

184,138

0.7%

NVDA NVIDIA CORPORATION

COM

$4.9M

27,813

0.7%

IG PRINCIPAL EXCHANGE TRADED FD

PRNC INVT GRAD

$4.7M

226,628

0.7%

IAU ISHARES GOLD TR

ISHARES NEW

$4.7M

52,747

0.7%

EMB ISHARES TR

JPMORGAN USD EMG

$4.4M

47,021

0.7%

MUB ISHARES TR

NATIONAL MUN ETF

$3.6M

33,579

0.5%

CMBS ISHARES TR

CMBS ETF

$3.5M

70,853

0.5%

BOND PIMCO ETF TR

ACTIVE BD ETF

$3.4M

36,315

0.5%

UMI USCF ETF TR

MIDSTREAM ENERGY

$3.1M

52,766

0.5%

SNPE DBX ETF TR

XTRACKRS S&P 500

$3.0M

51,197

0.5%

UTWO RBB FD INC

US TREASY 2 YR

$2.8M

58,908

0.4%

SOXX ISHARES TR

ISHARES SEMICDTR

$2.6M

7,828

0.4%

AAPL APPLE INC

COM

$2.5M

9,761

0.4%

AVGO BROADCOM INC

COM

$2.4M

7,712

0.4%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$2.3M

29,386

0.3%

LQDB ISHARES TR

BBB RATED CORP

$2.3M

26,941

0.3%

AMZN AMAZON COM INC

COM

$2.3M

10,880

0.3%

BSMU INVESCO EXCH TRD SLF IDX FD

INVSC 30 MUNI BD

$2.3M

103,724

0.3%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$2.2M

22,271

0.3%

TBG EA SERIES TRUST

TBG DIVIDEND FOC

$2.1M

60,510

0.3%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.0M

18,324

0.3%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$1.9M

17,529

0.3%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$1.9M

54,476

0.3%

GLD SPDR GOLD TR

GOLD SHS

$1.9M

4,482

0.3%

FANG DIAMONDBACK ENERGY INC

COM

$1.9M

9,471

0.3%

TACK CAPITOL SER TR

FAIRLEAD TACTICA

$1.9M

61,583

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.7M

2,605

0.3%

ZALT INNOVATOR ETFS TRUST

U S EQ 10 BUFFER

$1.6M

49,328

0.2%

— EXXON MOBIL CORP

COM

$1.6M

9,416

0.2%

COWZ PACER FDS TR

US CASH COWS 100

$1.5M

24,186

0.2%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$1.4M

28,222

0.2%

VRT VERTIV HOLDINGS CO

COM CL A

$1.3M

5,260

0.2%

AVIV AMERICAN CENTY ETF TR

INTERNATIONAL LR

$1.2M

16,560

0.2%

CSCO CISCO SYS INC

COM

$1.2M

15,839

0.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$1.2M

39,683

0.2%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.1M

37,217

0.2%

RTX RTX CORPORATION

COM

$1.1M

5,757

0.2%

TXN TEXAS INSTRS INC

COM

$1.1M

5,687

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

81%前 6 大占比

SPY68.7%VCIT3.3%SPXL2.6%LQD2.2%JPST2.1%FBND1.7%