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

Insight Wealth Strategies, LLC

报告期 2026-03-31 · CIK 0001749914

持仓数

177

前50大市值合计

$664.3M

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*

CVX CHEVRON CORPORATION

COM

$36.3M

175,223

5.5%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$28.1M

652,469

4.2%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$27.6M

474,784

4.2%

LQD ISHARES TR

IBOXX INV CP ETF

$27.4M

251,203

4.1%

VCLT VANGUARD SCOTTSDALE FDS

LG-TERM COR BD

$27.0M

361,651

4.1%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$26.6M

343,106

4.0%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$25.4M

626,028

3.8%

IGLB ISHARES TR

10+ YR INVST GRD

$24.6M

495,996

3.7%

VLUE ISHARES TR

MSCI USA VALUE

$22.0M

154,871

3.3%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$21.1M

188,038

3.2%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$20.5M

453,389

3.1%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$20.2M

368,510

3.0%

PGHY INVESCO EXCH TRADED FD TR II

GLOBAL EX US HGH

$16.1M

831,758

2.4%

LRCX LAM RESEARCH CORP

COM NEW

$14.8M

69,168

2.2%

CDX SIMPLIFY EXCHANGE TRADED FUN

HIGH YIELD ETF

$14.5M

680,098

2.2%

TUA SIMPLIFY EXCHANGE TRADED FUN

SHORT TERM TREA

$14.1M

666,189

2.1%

TFLR T ROWE PRICE ETF INC

FLOATING RATE

$13.9M

275,770

2.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$13.8M

71,720

2.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$13.7M

124,387

2.1%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$13.4M

92,075

2.0%

IEMG ISHARES INC

CORE MSCI EMKT

$12.9M

185,574

1.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$12.6M

85,647

1.9%

STIP ISHARES TR

0-5 YR TIPS ETF

$12.3M

118,544

1.8%

BKGI BNY MELLON ETF TRUST

GLOBAL INFRASCTR

$11.8M

264,809

1.8%

AAPL APPLE INC

COM

$11.6M

45,628

1.7%

IHE ISHARES TR

U.S. PHARMA ETF

$10.3M

118,692

1.5%

HEZU ISHARES TR

CUR HD EURZN ETF

$10.2M

234,524

1.5%

SAMT ADVISORS INNER CIRCLE FD III

STRATEGAS MACRO

$9.8M

248,837

1.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$9.7M

72,775

1.5%

CENX CENTURY ALUM CO

COM

$8.6M

146,024

1.3%

EMLC VANECK ETF TRUST

JP MRGAN EM LOC

$8.4M

333,725

1.3%

JBBB JANUS DETROIT STR TR

B-BBB CLO ETF

$8.1M

173,270

1.2%

DOCN DIGITALOCEAN HLDGS INC

COM

$8.0M

93,009

1.2%

KLAC KLA CORP

COM NEW

$7.7M

5,214

1.2%

— SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS

$7.6M

19,464

1.1%

FIX COMFORT SYS USA INC

COM

$7.5M

5,437

1.1%

AXP AMERICAN EXPRESS CO

COM

$7.0M

23,134

1.1%

MSFT MICROSOFT CORP

COM

$6.9M

18,649

1.0%

DVN DEVON ENERGY CORP NEW

COM

$6.9M

136,395

1.0%

PFF ISHARES TR

PFD AND INCM SEC

$6.8M

225,271

1.0%

AVGO BROADCOM INC

COM

$6.2M

19,964

0.9%

MRK MERCK & CO INC

COM

$6.0M

50,288

0.9%

GOOGL ALPHABET INC

CAP STK CL A

$6.0M

20,988

0.9%

MCO MOODYS CORP

COM

$5.9M

13,532

0.9%

AMZN AMAZON COM INC

COM

$5.9M

28,192

0.9%

BKR BAKER HUGHES COMPANY

CL A

$5.9M

95,888

0.9%

CDW CDW CORP

COM

$5.8M

47,731

0.9%

GWW WW GRAINGER INC

COM

$5.8M

5,277

0.9%

— WEATHERFORD INTL PLC

ORD SHS

$5.7M

60,221

0.9%

MSI MOTOROLA SOLUTIONS INC

COM NEW

$5.6M

12,916

0.8%

* 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

26%前 6 大占比

CVX5.5%GSIE4.2%DYNF4.2%LQD4.1%VCLT4.1%VPLS4.0%