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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 115 项
建仓 15
增持 58
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$24.3M
717,905
-0%
减持
SPXL
DIREXION SHARES ETF TRUST
-$3.6M
98,589
-1%
增持
IEF
ISHARES TR
+$3.5M
72,511
+106%
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。
建仓
UTWO
RBB FD INC
+$2.8M
58,908
减持
IAU
ISHARES GOLD TR
-$2.8M
52,747
-43%
建仓
SNDK
SANDISK CORP
+$1.0M
1,600
建仓
AAXJ
ISHARES TR
+$954.6K
9,914
建仓
ZJAN
INNOVATOR ETFS TRUST
+$949.6K
34,836
建仓
AA
ALCOA CORP
+$927.4K
13,981
清仓
CVNA
CARVANA CO
-$913.7K
0
-100%
增持
ZALT
INNOVATOR ETFS TRUST
+$847.6K
49,328
+113%
清仓
RKLB
ROCKET LAB CORP
-$833.6K
0
-100%
清仓
BROS
DUTCH BROS INC
-$713.6K
0
-100%
建仓
TJX
TJX COS INC NEW
+$709.5K
4,443
增持
UMI
USCF ETF TR
+$681.2K
52,766
+7%
建仓
PJAN
INNOVATOR ETFS TRUST
+$593.5K
12,866
增持
FBND
FIDELITY MERRIMACK STR TR
+$590.4K
252,939
+6%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$535.7K
272,811
-1%
增持
—
EXXON MOBIL CORP
+$493.3K
9,416
+3%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$492.2K
54,476
-26%
清仓
BALT
INNOVATOR ETFS TRUST
-$483.6K
0
-100%
建仓
WMT
WALMART INC
+$481.6K
3,875
增持
VRT
VERTIV HOLDINGS CO
+$466.9K
5,260
+0%
减持
FANG
DIAMONDBACK ENERGY INC
+$439.7K
9,471
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$409.0K
276,178
+3%
增持
TIP
ISHARES TR
+$401.7K
60,632
+6%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$373.6K
141,670
+7%
清仓
KE
KIMBALL ELECTRONICS INC
-$368.9K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$355.3K
17,529
+9%
增持
LQD
ISHARES TR
+$345.6K
139,708
+3%
建仓
VTIX
VIRTUIX HOLDINGS INC.
+$327.0K
48,298
增持
TBG
EA SERIES TRUST
+$303.1K
60,510
+12%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$298.5K
629
建仓
—
TEEKAY TANKERS LTD
+$295.2K
4,026
增持
TXN
TEXAS INSTRS INC
+$291.8K
5,687
+21%
减持
MSFT
MICROSOFT CORP
-$279.6K
2,327
-1%
增持
AVGO
BROADCOM INC
-$267.8K
7,712
+1%
建仓
ZFEB
INNOVATOR ETFS TRUST
+$266.3K
10,487
清仓
ABT
ABBOTT LABS
-$265.2K
0
-100%
增持
HYG
ISHARES TR
+$264.9K
72,531
+6%
清仓
APP
APPLOVIN CORP
-$264.1K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$261.9K
0
-100%
建仓
BP
BP PLC
+$261.6K
5,566
建仓
XAR
SPDR SERIES TRUST
+$259.2K
1,020
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$256.7K
29,386
-9%
减持
TOPT
ISHARES TR
-$250.3K
27,469
-17%
增持
SOXX
ISHARES TR
+$248.3K
7,828
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$240.6K
0
-100%
清仓
QBTS
D-WAVE QUANTUM INC
-$240.5K
0
-100%
增持
GLD
SPDR GOLD TR
+$237.1K
4,482
+5%
增持
NVDA
NVIDIA CORPORATION
-$234.9K
27,813
+2%
增持
IVV
ISHARES TR
+$230.1K
1,080
+56%
减持
SHV
ISHARES TR
-$221.8K
5,261
-28%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$218.2K
4,855
-7%
增持
BOND
PIMCO ETF TR
+$209.7K
36,315
+8%
增持
AMZN
AMAZON COM INC
-$207.3K
10,880
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$206.5K
18,324
+3%
增持
AVIV
AMERICAN CENTY ETF TR
+$206.0K
16,560
+14%
增持
DBEF
DBX ETF TR
+$203.8K
28,222
+14%
建仓
GS
GOLDMAN SACHS GROUP INC
+$203.0K
240
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$202.9K
0
-100%
增持
CMBS
ISHARES TR
+$193.9K
70,853
+7%
减持
SCHG
SCHWAB STRATEGIC TR
-$173.5K
39,683
-3%
增持
AAPL
APPLE INC
-$172.3K
9,761
+0%
增持
FALN
ISHARES TR
+$164.5K
184,138
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$151.7K
22,271
+1%
减持
SPUU
DIREXION SHARES ETF TRUST
-$134.2K
4,740
-5%
减持
WEA
WESTERN ASSET PREMIER BD FD
-$130.2K
86,574
-9%
减持
GOOGL
ALPHABET INC
-$113.8K
3,476
-2%
增持
GDX
VANECK ETF TRUST
+$113.2K
9,809
+7%
减持
CVX
CHEVRON CORPORATION
+$109.9K
2,086
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$104.3K
37,217
-2%
减持
SHYG
ISHARES TR
-$101.5K
5,130
-31%
增持
CALY
CALLAWAY GOLF CO
+$100.9K
32,632
+8%
增持
IFRA
ISHARES TR
+$97.7K
15,231
+4%
增持
META
META PLATFORMS INC
-$93.8K
1,089
+0%
增持
AOA
ISHARES TR
+$92.8K
3,726
+41%
增持
SNPE
DBX ETF TR
-$85.8K
51,197
+2%
减持
ABBV
ABBVIE INC
-$78.6K
2,489
-8%
减持
SHY
ISHARES TR
-$72.6K
2,637
-25%
增持
EMB
ISHARES TR
+$71.5K
47,021
+4%
增持
RTX
RTX CORPORATION
+$71.2K
5,757
+2%
减持
PFF
ISHARES TR
-$71.1K
7,035
-23%
增持
F
FORD MTR CO
-$70.6K
47,335
+1%
增持
IG
PRINCIPAL EXCHANGE TRADED FD
+$69.3K
226,628
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$65.4K
8,645
+6%
增持
IUSB
ISHARES TR
+$63.0K
20,212
+8%
减持
LQDB
ISHARES TR
-$61.1K
26,941
-2%
增持
JPM
JPMORGAN CHASE & CO
-$55.4K
2,894
+3%
增持
AGG
ISHARES TR
+$51.9K
4,668
+13%
减持
XLV
SELECT SECTOR SPDR TR
-$46.5K
4,996
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$39.6K
263
+2%
减持
CSCO
CISCO SYS INC
-$36.8K
15,839
-4%
增持
TSLA
TESLA INC
-$33.5K
2,535
+17%
增持
MUB
ISHARES TR
+$28.2K
33,579
+2%
增持
DGRO
ISHARES TR
+$25.0K
5,529
+6%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$23.1K
43,264
-2%
增持
KO
COCA COLA CO
+$21.5K
3,452
+0%
减持
PCAR
PACCAR INC
+$19.6K
7,564
-3%
减持
CL
COLGATE PALMOLIVE CO
-$17.6K
2,439
-15%
增持
VIDI
ETF SER SOLUTIONS
+$17.4K
6,238
+1%
减持
ECL
ECOLAB INC
-$15.1K
1,684
-5%
增持
WPC
WP CAREY INC
+$14.5K
3,878
+0%
增持
UITB
VICTORY PORTFOLIOS II
-$14.4K
136,412
+0%
减持
COWZ
PACER FDS TR
-$11.8K
24,186
-5%
增持
GOOG
ALPHABET INC
-$9.5K
725
+5%
增持
JBND
J P MORGAN EXCHANGE TRADED F
-$8.7K
122,574
+0%
增持
VBND
ETF SER SOLUTIONS
+$7.9K
20,400
+3%
减持
AOR
ISHARES TR
-$3.3K
3,370
-1%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$2.3K
11,196
+2%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.8K
16,117
+2%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.6K
29,789
+1%
增持
IGSB
ISHARES TR
+$655
5,059
+1%
减持
TACK
CAPITOL SER TR
+$373
61,583
-1%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$6
28,875
+1%
