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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
$676.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 12
增持 47
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$388.2M
720,334
+0%
建仓
IEF
ISHARES TR
+$3.4M
35,139
增持
LQD
ISHARES TR
+$1.3M
135,050
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IAU
ISHARES GOLD TR
+$956.3K
91,789
+3%
建仓
SPUU
DIREXION SHS ETF TR
+$917.9K
4,986
建仓
RKLB
ROCKET LAB CORP
+$833.6K
11,949
增持
GOOGL
ALPHABET INC
+$821.4K
3,557
+196%
清仓
HD
HOME DEPOT INC
-$806.3K
0
-100%
建仓
BROS
DUTCH BROS INC
+$713.6K
11,657
增持
TOPT
ISHARES TR
+$668.5K
33,189
+175%
清仓
NDAQ
NASDAQ INC
-$619.1K
0
-100%
增持
CVNA
CARVANA CO
+$610.4K
2,165
+169%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$570.6K
17,870
-62%
增持
TBG
EA SERIES TRUST
+$504.7K
54,095
+37%
增持
IG
PRINCIPAL EXCHANGE TRADED FD
+$496.0K
220,590
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$462.8K
237,809
+5%
增持
GDX
VANECK ETF TRUST
+$459.4K
9,175
+114%
增持
HYG
ISHARES TR
+$441.7K
68,284
+9%
清仓
—
ACCENTURE PLC IRELAND
-$430.6K
0
-100%
增持
FALN
ISHARES TR
+$425.9K
174,199
+12%
增持
UITB
VICTORY PORTFOLIOS II
+$406.5K
135,743
+7%
增持
VBND
ETF SER SOLUTIONS
+$396.5K
19,859
+83%
减持
SPXL
DIREXION SHS ETF TR
+$385.1K
99,158
-2%
增持
EMB
ISHARES TR
+$378.6K
45,131
+8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$373.3K
122,056
+6%
建仓
KE
KIMBALL ELECTRONICS INC
+$368.9K
13,259
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$361.4K
275,950
-1%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$352.0K
30,165
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$340.8K
132,028
+6%
清仓
NOW
SERVICENOW INC
-$338.7K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$328.8K
268,202
+3%
减持
BALT
INNOVATOR ETFS TRUST
-$325.8K
14,433
-41%
清仓
TXRH
TEXAS ROADHOUSE INC
-$308.2K
0
-100%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$299.5K
29,535
-34%
清仓
ZAUG
INNOVATOR ETFS TRUST
-$293.2K
0
-100%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$281.9K
12,786
-48%
减持
NVDA
NVIDIA CORPORATION
-$275.1K
27,268
-5%
清仓
ORCL
ORACLE CORP
-$273.9K
0
-100%
建仓
APP
APPLOVIN CORP
+$264.1K
392
建仓
HOOD
ROBINHOOD MKTS INC
+$261.9K
2,316
清仓
DASH
DOORDASH INC
-$258.9K
0
-100%
建仓
QBTS
D-WAVE QUANTUM INC
+$240.5K
9,196
增持
TIP
ISHARES TR
+$234.4K
57,225
+5%
清仓
XTOC
INNOVATOR ETFS TRUST
-$231.3K
0
-100%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$229.0K
73,374
-1%
清仓
DDFL
INNOVATOR ETFS TRUST
-$224.4K
0
-100%
清仓
BP
BP PLC
-$220.9K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$219.7K
0
-100%
建仓
IWM
ISHARES TR
+$217.9K
885
建仓
GOOG
ALPHABET INC
+$217.6K
693
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$202.9K
685
增持
VRT
VERTIV HOLDINGS CO
+$195.4K
5,254
+21%
增持
GLD
SPDR GOLD TR
+$194.9K
4,268
+1%
增持
MUB
ISHARES TR
+$173.2K
33,015
+5%
减持
ZALT
INNOVATOR ETFS TRUST
-$170.7K
23,136
-20%
增持
BOND
PIMCO ETF TR
+$165.3K
33,750
+6%
减持
CL
COLGATE PALMOLIVE CO
-$156.4K
2,853
-40%
减持
SOXX
ISHARES TR
+$153.2K
7,718
-4%
增持
CMBS
ISHARES TR
+$153.1K
66,397
+5%
减持
MSFT
MICROSOFT CORP
-$152.8K
2,359
-6%
增持
AMZN
AMAZON COM INC
+$131.7K
10,715
+0%
增持
AVGO
BROADCOM INC
+$125.3K
7,670
+0%
减持
META
META PLATFORMS INC
-$122.5K
1,086
-5%
减持
ABBV
ABBVIE INC
-$122.4K
2,713
-15%
增持
UMI
USCF ETF TR
+$113.9K
49,112
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$112.1K
22,053
+0%
增持
LLY
ELI LILLY & CO
+$105.9K
307
+4%
减持
SHV
ISHARES TR
-$99.4K
7,286
-11%
减持
CVX
CHEVRON CORP NEW
-$95.8K
2,111
-21%
减持
TXN
TEXAS INSTRS INC
-$95.2K
4,682
-5%
增持
PCAR
PACCAR INC
+$88.4K
7,799
+0%
减持
CSCO
CISCO SYS INC
+$83.5K
16,432
-5%
减持
AAPL
APPLE INC
+$79.8K
9,746
-3%
减持
SNPE
DBX ETF TR
+$77.5K
50,193
-1%
减持
OPER
ETF SER SOLUTIONS
-$76.8K
9,986
-7%
增持
LQDB
ISHARES TR
+$74.6K
27,405
+4%
减持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$71.9K
10,972
-22%
减持
XLV
SELECT SECTOR SPDR TR
+$66.0K
5,032
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$61.3K
2,814
+5%
增持
AVIV
AMERICAN CENTY ETF TR
+$60.9K
14,504
+1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$60.9K
16,137
+2%
增持
IUSB
ISHARES TR
+$58.9K
18,706
+8%
减持
UIS
UNISYS CORP
-$53.1K
32,859
-11%
减持
F
FORD MTR CO
+$51.0K
47,016
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$46.2K
17,825
+0%
减持
COWZ
PACER FDS TR
+$38.6K
25,342
-2%
增持
TACK
CAPITOL SER TR
+$36.5K
62,450
+2%
减持
DBEF
DBX ETF TR
+$29.8K
24,742
-1%
减持
SHYG
ISHARES TR
-$29.8K
7,431
-8%
减持
SCHG
SCHWAB STRATEGIC TR
-$28.9K
40,755
-4%
减持
ECL
ECOLAB INC
-$26.9K
1,764
-1%
减持
COST
COSTCO WHSL CORP NEW
-$26.5K
258
-4%
减持
SHY
ISHARES TR
-$26.5K
3,506
-8%
增持
AOA
ISHARES TR
+$26.3K
2,645
+11%
减持
IFRA
ISHARES TR
-$25.6K
14,700
-3%
减持
PULS
PGIM ETF TR
-$24.2K
19,632
-2%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$23.8K
44,013
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$20.8K
32,436
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$20.5K
8,164
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$19.6K
37,823
+1%
增持
KO
COCA COLA CO
+$18.6K
3,448
+3%
减持
—
EXXON MOBIL CORP
-$15.2K
9,176
-8%
减持
BND
VANGUARD BD INDEX FDS
-$14.8K
3,249
-5%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$14.7K
28,607
-3%
减持
ZSEP
INNOVATOR ETFS TRUST
-$14.1K
10,484
-6%
增持
WEA
WESTERN ASSET PREMIER BD FD
-$13.8K
94,848
+0%
增持
WPC
WP CAREY INC
-$11.5K
3,870
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$10.3K
5,223
+1%
增持
ABT
ABBOTT LABS
-$10.3K
2,117
+3%
减持
DE
DEERE & CO
-$8.5K
468
-5%
增持
PEP
PEPSICO INC
+$8.2K
2,262
+0%
减持
TSLA
TESLA INC
+$7.3K
2,170
-0%
减持
VIDI
ETF SER SOLUTIONS
+$3.6K
6,168
-3%
减持
AOR
ISHARES TR
-$3.0K
3,387
-2%
减持
IGSB
ISHARES TR
-$1.1K
5,016
-0%
增持
COP
CONOCOPHILLIPS
-$302
3,020
+1%
