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Insight Advisors, LLC/ PA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Insight Advisors, LLC/ PA
报告期 2026-03-31 · CIK 0001844880
持仓数
243
前50大市值合计
$419.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 18
增持 39
减持 58
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
CAOS
EA SERIES TRUST
+$129.4M
1,672,893
增持
BOXX
EA SERIES TRUST
+$11.7M
293,769
+63%
减持
AAPL
APPLE INC
+$4.8M
116,109
-3%
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
FSIG
FIRST TR EXCHANGE-TRADED FD
+$2.7M
145,701
清仓
NVS
NOVARTIS AG
-$2.4M
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.1M
7,962
-86%
清仓
—
KRANESHARES TR
-$2.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
16,854
-11%
减持
TSLA
TESLA INC
+$1.4M
14,533
-3%
增持
SDY
SPDR SER TR
+$1.4M
28,715
+66%
减持
PYPL
PAYPAL HLDGS INC
-$1.0M
18,648
-43%
增持
PFE
PFIZER INC
+$1.0M
39,681
+232%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$973.6K
86,451
+23%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$900.1K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$781.0K
0
-100%
清仓
FDX
FEDEX CORP
-$694.4K
0
-100%
减持
BAC
BANK AMERICA CORP
-$645.9K
16,867
-50%
清仓
BDX
BECTON DICKINSON & CO
-$610.9K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$590.3K
15,858
-0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$566.6K
66,680
+105%
建仓
MLCO
MELCO RESORTS AND ENTMNT LTD
+$544.2K
42,750
增持
SCHG
SCHWAB STRATEGIC TR
+$521.0K
46,305
+2%
清仓
—
BLACKROCK INC
-$511.2K
0
-100%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$500.9K
172,363
+14%
减持
HD
HOME DEPOT INC
-$490.6K
4,978
-20%
清仓
HAL
HALLIBURTON CO
-$489.6K
0
-100%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$484.8K
16,388
减持
TSCO
TRACTOR SUPPLY CO
-$474.1K
1,759
-56%
清仓
GM
GENERAL MTRS CO
-$428.1K
0
-100%
增持
META
META PLATFORMS INC
+$421.6K
3,701
+27%
减持
WMT
WALMART INC
-$413.7K
6,516
-32%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$408.8K
19,042
增持
EPS
WISDOMTREE TR
+$402.6K
69,348
+9%
清仓
USAI
PACER FDS TR
-$402.0K
0
-100%
减持
LLY
LILLY ELI & CO
-$399.7K
707
-60%
减持
CL
COLGATE PALMOLIVE CO
-$394.9K
6,642
-41%
建仓
SCHD
SCHWAB STRATEGIC TR
+$390.3K
5,335
清仓
WM
WASTE MGMT INC DEL
-$383.2K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$370.4K
17,357
-16%
建仓
DRIV
GLOBAL X FDS
+$369.9K
15,515
清仓
EXE
CHESAPEAKE ENERGY CORP
-$366.8K
0
-100%
建仓
CLOU
GLOBAL X FDS
+$365.8K
19,933
减持
PEP
PEPSICO INC
-$364.3K
7,981
-21%
减持
CAT
CATERPILLAR INC
-$361.8K
1,898
-43%
减持
CVS
CVS HEALTH CORP
-$359.7K
2,733
-55%
减持
LOW
LOWES COS INC
-$351.4K
1,232
-59%
减持
PG
PROCTER AND GAMBLE CO
-$347.5K
10,869
-16%
清仓
COWZ
PACER FDS TR
-$336.4K
0
-100%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$335.2K
46,112
-25%
增持
EES
WISDOMTREE TR
+$328.0K
24,099
+44%
减持
JNJ
JOHNSON & JOHNSON
-$326.0K
11,898
-2%
建仓
—
GLOBAL X FDS
+$324.5K
27,690
增持
ENVX
ENOVIX CORPORATION
+$324.3K
44,627
+59%
建仓
PDD
PDD HOLDINGS INC
+$324.1K
4,270
减持
MCD
MCDONALDS CORP
-$320.5K
4,231
-26%
减持
DE
DEERE & CO
-$319.8K
1,779
-28%
清仓
UPS
UNITED PARCEL SERVICE INC
-$315.9K
0
-100%
增持
DLS
WISDOMTREE TR
+$313.0K
27,884
+17%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$311.3K
0
-100%
减持
C
CITIGROUP INC
-$311.1K
45,570
-15%
减持
V
VISA INC
-$309.3K
2,415
-41%
减持
QQQ
INVESCO QQQ TR
+$305.9K
6,850
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$305.1K
1,128
+136%
清仓
COP
CONOCOPHILLIPS
-$302.3K
0
-100%
清仓
—
PERRIGO CO PLC
-$301.4K
0
-100%
增持
BX
BLACKSTONE INC
+$292.1K
17,671
+3%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$288.3K
0
-100%
增持
—
INVESTMENT MANAGERS SER TR I
+$286.8K
15,555
+270%
减持
VZ
VERIZON COMMUNICATIONS INC
-$285.5K
24,278
-21%
建仓
SNSR
GLOBAL X FDS
+$283.8K
8,527
增持
VGT
VANGUARD WORLD FDS
+$283.1K
3,794
+2%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$281.7K
6,345
+112%
减持
HSY
HERSHEY CO
-$278.2K
3,248
-33%
增持
FINX
GLOBAL X FDS
+$269.9K
29,046
+67%
增持
BUG
GLOBAL X FDS
+$269.8K
45,876
+18%
减持
AMAT
APPLIED MATLS INC
-$264.0K
2,104
-61%
清仓
CSX
CSX CORP
-$258.9K
0
-100%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$257.4K
33,789
+114%
减持
DG
DOLLAR GEN CORP NEW
-$252.4K
1,352
-38%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$247.7K
0
-100%
减持
ABT
ABBOTT LABS
-$243.8K
2,733
-42%
建仓
—
LAM RESEARCH CORP
+$242.3K
457
减持
MSFT
MICROSOFT CORP
+$240.2K
17,348
-13%
增持
XSOE
WISDOMTREE TR
+$240.0K
51,873
+16%
清仓
CHWY
CHEWY INC
-$238.7K
0
-100%
清仓
CMI
CUMMINS INC
-$236.9K
0
-100%
清仓
POWA
INVESCO EXCH TRD SLF IDX FD
-$236.4K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$233.7K
5,650
+140%
清仓
CI
CIGNA CORP NEW
-$231.6K
0
-100%
清仓
SRVR
PACER FDS TR
-$229.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$228.9K
974
-42%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$228.4K
8,320
-29%
清仓
EBAY
EBAY INC.
-$227.6K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$227.2K
133
建仓
XLK
SELECT SECTOR SPDR TR
+$225.8K
1,495
建仓
GOVT
ISHARES TR
+$222.9K
9,535
增持
DGS
WISDOMTREE TR
+$221.4K
23,520
+21%
清仓
UNP
UNION PAC CORP
-$220.4K
0
-100%
清仓
—
PIONEER NAT RES CO
-$216.1K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$215.8K
1,678
-40%
清仓
IWS
ISHARES TR
-$214.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$208.4K
0
-100%
增持
SPIP
SPDR SER TR
+$208.0K
109,592
+4%
建仓
ALB
ALBEMARLE CORP
+$206.5K
934
清仓
GS
GOLDMAN SACHS GROUP INC
-$205.9K
0
-100%
增持
BA
BOEING CO
+$205.6K
3,907
+22%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
-$202.4K
22,994
-34%
清仓
AMT
AMERICAN TOWER CORP NEW
-$202.4K
0
-100%
减持
DPZ
DOMINOS PIZZA INC
-$202.2K
1,183
-32%
建仓
BOTZ
GLOBAL X FDS
+$201.9K
7,917
清仓
RGR
STURM RUGER & CO INC
-$201.4K
0
-100%
增持
USMF
WISDOMTREE TR
+$199.7K
52,744
+11%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$192.7K
18,077
+20%
增持
AVGO
BROADCOM INC
+$188.5K
1,453
+8%
减持
F
FORD MTR CO DEL
-$186.6K
61,166
-25%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$185.2K
55,869
+2%
减持
ISCF
ISHARES TR
-$183.5K
23,388
-23%
减持
CMCSA
COMCAST CORP NEW
-$182.3K
6,107
-48%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$179.5K
102,530
+4%
减持
IVV
ISHARES TR
+$176.5K
6,248
-0%
增持
CWH
CAMPING WORLD HLDGS INC
+$173.4K
104,478
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$171.1K
3,523
-13%
减持
PAYX
PAYCHEX INC
-$168.0K
2,520
-36%
清仓
WCBR
WISDOMTREE TR
-$167.9K
0
-100%
增持
SMDV
PROSHARES TR
+$165.9K
54,391
+6%
增持
NFLX
NETFLIX INC
+$165.5K
2,253
+8%
清仓
—
DIREXION SHS ETF TR
-$164.2K
0
-100%
增持
PCAR
PACCAR INC
+$163.4K
11,574
+67%
减持
ARKG
ARK ETF TR
-$159.5K
16,307
-31%
减持
DJP
BARCLAYS BANK PLC
-$155.8K
95,852
-1%
减持
KO
COCA COLA CO
-$153.7K
4,269
-36%
增持
MP
MP MATERIALS CORP
+$153.1K
21,113
+15%
减持
TIP
ISHARES TR
-$153.0K
2,637
-37%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$150.4K
23,614
-21%
减持
MO
ALTRIA GROUP INC
-$150.3K
5,022
-39%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$149.0K
21,287
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$145.9K
8,046
-13%
减持
—
BARCLAYS BANK PLC
-$145.2K
13,548
-33%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$143.7K
28,222
+12%
减持
GOOGL
ALPHABET INC
-$143.4K
28,857
-18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$139.1K
1,012
-23%
减持
PSCH
INVESCO EXCH TRADED FD TR II
-$136.7K
2,772
-27%
减持
IDLV
INVESCO EXCH TRADED FD TR II
-$130.4K
16,835
-24%
减持
ABBV
ABBVIE INC
-$128.0K
2,095
-26%
减持
CSCO
CISCO SYS INC
-$127.5K
4,331
-41%
减持
WFC
WELLS FARGO CO NEW
-$126.1K
24,092
-2%
增持
AGGY
WISDOMTREE TR
+$124.5K
22,858
+12%
增持
DON
WISDOMTREE TR
+$123.6K
32,727
+10%
增持
SBUX
STARBUCKS CORP
+$123.2K
4,837
+28%
减持
DLN
WISDOMTREE TR
-$122.6K
5,095
-28%