Insight Wealth Partners, LLC
CIK 1627003 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $744.8M
- Posisi
- 135
- Per tanggal
- 30 Juni 2026
#2.969 dari 9.443 berdasarkan nilai 13F · top 31.4%
Nilai portofolio QoQ: +4.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,22%
- Bobot 25 kepemilikan teratas
- 86,85%
- Posisi di atas 1%
- 7
- Jumlah posisi efektif
- 2,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,21% Perkiraan pembelian $502.037.781 · penjualan $23.381.218
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,1% masih dipegang
- Posisi baru
- 23
- Meningkat
- 48
- Menurun
- 49
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,9%
Consumer Discretionary
1,4%
Energy
0,8%
Industrials
0,6%
Retail
0,5%
Communication Services
0,3%
Communications
0,2%
Financials
0,2%
Healthcare
0,2%
Utilities
0,1%
Materials
0,1%
Financial Services
0,1%
Consumer Staples
0,1%
Real Estate
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
92,6%
Portofolio lengkap 135 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $449.426.317 | 60,34% | 601.827 | $447.731.923 | Naik ×1 | ||
| SPXL | $47.705.206 | 6,41% | 176.249 | $29.846.877 | Naik ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $22.929.741 | 3,08% | 277.432 | $354.611 | Naik ×1 | ||
| JPST | $12.140.815 | 1,63% | 240.079 | $-1.836.545 | Turun ×1 | ||
| LQD | $11.618.820 | 1,56% | 106.526 | $-3.607.949 | Turun ×1 | ||
| F Ford Motor Company Common Stock | $9.004.847 | 1,21% | 647.831 | $8.458.605 | Naik ×2 | ||
| FBND | $8.905.525 | 1,20% | 195.769 | $-2.633.566 | Turun ×1 | ||
| JBND JPMorgan Active Bond ETF | $7.300.556 | 0,98% | 136.459 | $709.735 | Naik ×5 | ||
| UITB VictoryShares Core Intermediate Bond ETF | $7.122.561 | 0,96% | 152.068 | $708.878 | Naik ×5 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $6.436.510 | 0,86% | 68.061 | $-483.957 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.702.665 | 0,77% | 28.500 | $852.012 | Naik ×2 | ||
| IG | $5.307.777 | 0,71% | 256.849 | $630.393 | Naik ×6 | ||
| SOXX SOXX | $5.201.204 | 0,70% | 8.117 | $2.628.604 | Naik ×2 | ||
| TIP | $4.907.780 | 0,66% | 44.849 | $-1.783.551 | Turun ×1 | ||
| GTO | $4.892.218 | 0,66% | 104.378 | $-1.742.184 | Turun ×1 | ||
| HYG | $4.782.966 | 0,64% | 59.809 | $-987.639 | Turun ×1 | ||
| FALN iShares Fallen Angels USD Bond ETF | $4.276.612 | 0,57% | 156.998 | $-643.556 | Turun ×1 | ||
| EEM | $4.171.026 | 0,56% | 60.971 | Naik ×1 | |||
| IAU | $4.028.610 | 0,54% | 53.352 | $-621.566 | Naik ×1 | ||
| SNPE | $3.719.461 | 0,50% | 54.015 | $670.700 | Naik ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $3.653.884 | 0,49% | 1.607 | $2.637.340 | Naik ×1 | ||
| UTWO US Treasury 2 Year Note ETF | $3.511.303 | 0,47% | 73.213 | $667.071 | Naik ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3.493.988 | 0,47% | 36.230 | $-922.677 | Turun ×1 | ||
| UMI | $3.382.811 | 0,45% | 57.492 | $291.231 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $3.273.530 | 0,44% | 8.666 | $886.637 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $2.978.327 | 0,40% | 10.293 | $501.075 | Naik ×2 | ||
| MUB | $2.791.125 | 0,37% | 25.935 | $-773.286 | Turun ×1 | ||
| JPLD | $2.780.057 | 0,37% | 53.268 | Naik ×1 | |||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2.672.752 | 0,36% | 20.058 | $730.870 | Naik ×6 | ||
| LQDB | $2.614.668 | 0,35% | 30.240 | $288.528 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.580.746 | 0,35% | 10.828 | $314.768 | Turun ×1 | ||
| CMBS | $2.563.033 | 0,34% | 52.683 | $-889.656 | Turun ×1 | ||
| AVUV | $2.418.302 | 0,32% | 19.384 | $394.026 | Naik ×5 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $2.409.316 | 0,32% | 26.129 | $-941.792 | Turun ×1 | ||
| TBG | $2.374.239 | 0,32% | 65.119 | $264.860 | Naik ×5 | ||
| AVDV | $2.323.908 | 0,31% | 22.551 | $99.904 | Naik ×5 | ||
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2.273.474 | 0,31% | 103.724 | $10.901 | |||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $2.216.902 | 0,30% | 18.578 | $1.262.331 | Naik ×1 | ||
| TACK | $2.013.858 | 0,27% | 63.671 | $141.844 | Naik ×1 | ||
| DBEF | $1.875.400 | 0,25% | 34.329 | $481.227 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.825.211 | 0,25% | 15.539 | $596.263 | Turun ×4 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1.743.087 | 0,23% | 5.206 | $425.027 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.730.091 | 0,23% | 21.892 | $-599.309 | Turun ×3 | ||
| GLD | $1.673.550 | 0,22% | 4.543 | $-255.010 | Naik ×3 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $1.664.988 | 0,22% | 9.472 | $-208.281 | Naik ×1 | ||
| PHYS | $1.643.541 | 0,22% | 54.476 | $-287.088 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1.630.145 | 0,22% | 5.469 | $526.071 | Turun ×1 | ||
| AVIV | $1.536.214 | 0,21% | 19.843 | $297.026 | Naik ×5 | ||
| ZALT | $1.533.769 | 0,21% | 45.284 | $-67.418 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.490.397 | 0,20% | 10.901 | $-107.165 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $1.380.850 | 0,19% | 8.330 | $949.196 | Naik ×1 | ||
| SCHG | $1.340.166 | 0,18% | 39.603 | $184.200 | Turun ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.227.264 | 0,16% | 3.434 | $227.664 | Turun ×2 | ||
| SCHD | $1.164.074 | 0,16% | 36.710 | $22.256 | Turun ×2 | ||
| COWZ | $1.152.911 | 0,15% | 18.536 | $-360.143 | Turun ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.095.663 | 0,15% | 2.605 | $153.277 | Naik ×2 | ||
| IFRA | $1.037.181 | 0,14% | 16.453 | $165.942 | Naik ×2 | ||
| SPUU | $1.008.196 | 0,14% | 4.676 | $224.437 | Turun ×2 | ||
| VBND | $988.338 | 0,13% | 22.653 | $103.253 | Naik ×3 | ||
| ZJAN | $975.220 | 0,13% | 34.836 | $25.591 | |||
| PULS | $940.162 | 0,13% | 18.974 | $-31.622 | Turun ×1 | ||
| OPER | $939.204 | 0,13% | 9.385 | $-60.195 | Turun ×1 | ||
| IVV | $934.003 | 0,13% | 1.247 | $228.536 | Naik ×2 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $914.939 | 0,12% | 44.927 | $31.358 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $911.755 | 0,12% | 2.785 | $60.434 | Turun ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $908.588 | 0,12% | 7.564 | $34.946 | |||
| MSFT Microsoft Corporation - Common Stock | $865.504 | 0,12% | 2.320 | $4.055 | Turun ×3 | ||
| WEA Western Asset Bond Fund Share of Beneficial Interest | $851.480 | 0,11% | 79.951 | $-64.477 | Turun ×2 | ||
| XLV XLV | $809.271 | 0,11% | 5.101 | $76.858 | Naik ×1 | ||
| VMI Valmont Industries, Inc. Common Stock | $801.131 | 0,11% | 1.387 | Naik ×1 | |||
| TMB Thornburg Multi Sector Bond ETF | $777.713 | 0,10% | 30.679 | Naik ×1 | |||
| GDX GDX | $743.855 | 0,10% | 9.859 | $-156.308 | Naik ×3 | ||
| AVLV | $733.184 | 0,10% | 8.038 | Naik ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $663.116 | 0,09% | 4.377 | $-46.431 | Turun ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $634.411 | 0,09% | 13.747 | $-299.177 | Turun ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $619.726 | 0,08% | 5.616 | $38.964 | Naik ×1 | ||
| CALY Callaway Golf Company Common Stock | $610.882 | 0,08% | 32.511 | $157.950 | Turun ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $609.230 | 0,08% | 4.813 | Naik ×1 | |||
| PJAN | $601.947 | 0,08% | 12.163 | $8.438 | Turun ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $579.290 | 0,08% | 29.533 | $-5.319 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $564.333 | 0,08% | 4.837 | $-145.856 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $551.504 | 0,07% | 979 | $-71.579 | Turun ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $551.250 | 0,07% | 29.677 | $12.431 | Naik ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $538.894 | 0,07% | 1.249 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $512.842 | 0,07% | 2.038 | $-28.491 | Turun ×6 | ||
| ECL Ecolab Inc. Common Stock | $442.154 | 0,06% | 1.587 | $-5.824 | Turun ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $436.263 | 0,06% | 751 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $429.155 | 0,06% | 403 | Naik ×1 | |||
| AGG | $427.099 | 0,06% | 4.315 | $-36.293 | Turun ×1 | ||
| AOA | $421.643 | 0,06% | 4.320 | $91.911 | Naik ×3 | ||
| EVR Evercore Inc. Class A Common Stock | $417.581 | 0,06% | 1.223 | $43.249 | Turun ×1 | ||
| DGRO | $401.081 | 0,05% | 5.292 | $13.056 | Turun ×1 | ||
| MIRM Mirum Pharmaceuticals, Inc. - common stock | $394.994 | 0,05% | 3.374 | Naik ×1 | |||
| AOK | $389.953 | 0,05% | 9.401 | $14.947 | |||
| PVAL | $377.565 | 0,05% | 7.411 | Naik ×1 | |||
| XAR | $370.244 | 0,05% | 1.305 | $111.091 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $366.560 | 0,05% | 1.037 | $158.488 | Naik ×2 | ||
| VIDI | $357.878 | 0,05% | 9.174 | $132.561 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $357.830 | 0,05% | 310 | Naik ×1 | |||
| ENB Enbridge Inc Common Stock | $354.642 | 0,05% | 6.542 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| JBND | $7.300.556 | 0,98% | naik ×5 |
| UITB | $7.122.561 | 0,96% | naik ×5 |
| IG | $5.307.777 | 0,71% | naik ×6 |
| UMI | $3.382.811 | 0,45% | naik ×5 |
| AVGO | $3.273.530 | 0,44% | naik ×5 |
| AIRR | $2.672.752 | 0,36% | naik ×6 |
| AVUV | $2.418.302 | 0,32% | naik ×5 |
| TBG | $2.374.239 | 0,32% | naik ×5 |
| AVDV | $2.323.908 | 0,31% | naik ×5 |
| GLD | $1.673.550 | 0,22% | naik ×3 |
| AVIV | $1.536.214 | 0,21% | naik ×5 |
| VBND | $988.338 | 0,13% | naik ×3 |
| GDX | $743.855 | 0,10% | naik ×3 |
| AOA | $421.643 | 0,06% | naik ×3 |
| KO | $295.510 | 0,04% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| EEM | $4.171.026 | 60.971 | 0,56% |
| JPLD | $2.780.057 | 53.268 | 0,37% |
| VMI | $801.131 | 1.387 | 0,11% |
| TMB | $777.713 | 30.679 | 0,10% |
| AVLV | $733.184 | 8.038 | 0,10% |
| DUK | $609.230 | 4.813 | 0,08% |
| DELL | $538.894 | 1.249 | 0,07% |
| AMD | $436.263 | 751 | 0,06% |
| CAT | $429.155 | 403 | 0,06% |
| MIRM | $394.994 | 3.374 | 0,05% |
| PVAL | $377.565 | 7.411 | 0,05% |
| MU | $357.830 | 310 | 0,05% |
| ENB | $354.642 | 6.542 | 0,05% |
| C | $348.640 | 2.491 | 0,05% |
| ZAPR | $327.965 | 12.311 | 0,04% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPXL | Beli lebih banyak | +80K | +$29.8M |
| LQD | Dipangkas | -33K | -$3.6M |
| SNDK | Beli lebih banyak | +7 | +$2.6M |
| FBND | Dipangkas | -57K | -$2.6M |
| SOXX | Beli lebih banyak | +289 | +$2.6M |
| JPST | Dipangkas | -36K | -$1.8M |
| TIP | Dipangkas | -16K | -$1.8M |
| GTO | Dipangkas | -37K | -$1.7M |
| AAXJ | Beli lebih banyak | +9K | +$1.3M |
| HYG | Dipangkas | -13K | -$988K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EEM | 30 Juni 2025 | 84.400 | $3.688.280 | Tidak lagi dilacak |
| EFA | 30 Juni 2025 | 35.100 | $2.868.723 | Tidak lagi dilacak |
| ARKK | 31 Maret 2025 | 48.200 | $2.736.314 | Tidak lagi dilacak |
| RTX | 30 Juni 2026 | 5.757 | $1.110.525 | 14,5% |
| AA | 30 Juni 2026 | 13.981 | $927.360 | -4,6% |
| CVNA | 31 Maret 2026 | 2.165 | $913.673 | -77,7% |
| RKLB | 31 Maret 2026 | 11.949 | $833.562 | 14,4% |
| HD | 31 Des. 2025 | 1.990 | $806.347 | -1,8% |
| BSJP | 30 Juni 2025 | 34.896 | $804.353 | Tidak lagi dilacak |
| TOPT | 30 Juni 2026 | 27.469 | $786.163 | Tidak lagi dilacak |
| BSCP | 30 Juni 2025 | 34.612 | $715.776 | Tidak lagi dilacak |
| BROS | 31 Maret 2026 | 11.657 | $713.642 | -1,5% |
| NDAQ | 31 Des. 2025 | 6.999 | $619.062 | -0,2% |
| BALT | 31 Maret 2026 | 14.433 | $483.650 | Tidak lagi dilacak |
| WMT | 30 Juni 2026 | 3.875 | $481.585 | -7,9% |
| EALT | 30 Juni 2025 | 15.381 | $472.878 | Tidak lagi dilacak |
| ACN | 31 Des. 2025 | 1.746 | $430.564 | -31,0% |
| IXC | 31 Maret 2025 | 9.981 | $381.056 | Tidak lagi dilacak |
| KE | 31 Maret 2026 | 13.259 | $368.865 | 0,2% |
| JAJL | 30 Sep. 2025 | 12.150 | $342.266 | Tidak lagi dilacak |
| NOW | 31 Des. 2025 | 368 | $338.663 | -15,4% |
| KBDC | 30 Sep. 2025 | 21.559 | $328.990 | 0,4% |
| TXRH | 31 Des. 2025 | 1.855 | $308.208 | 21,9% |
| ZAUG | 31 Des. 2025 | 11.082 | $293.230 | Tidak lagi dilacak |
| ORCL | 31 Des. 2025 | 974 | $273.928 | -26,9% |
| ABT | 31 Maret 2026 | 2.117 | $265.239 | 11,9% |
| APP | 31 Maret 2026 | 392 | $264.137 | -20,5% |
| HOOD | 31 Maret 2026 | 2.316 | $261.940 | 41,6% |
| BP | 30 Juni 2026 | 5.566 | $261.602 | 22,2% |
| DASH | 31 Des. 2025 | 952 | $258.934 | -2,1% |
| BND | 31 Maret 2026 | 3.249 | $240.635 | |
| QBTS | 31 Maret 2026 | 9.196 | $240.475 | Tidak lagi dilacak |
| GOOGL | 31 Maret 2025 | 1.240 | $234.744 | 121,8% |
| XTOC | 31 Des. 2025 | 7.090 | $231.262 | Tidak lagi dilacak |
| BP | 30 Juni 2025 | 6.643 | $224.467 | 50,9% |
| DDFL | 31 Des. 2025 | 11.110 | $224.366 | Tidak lagi dilacak |
| BP | 31 Des. 2025 | 6.410 | $220.889 | 30,0% |
| TPL | 30 Sep. 2025 | 208 | $219.729 | 23,9% |
| BRKB | 31 Des. 2025 | 437 | $219.698 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.183 | $203.974 | 2,4% |
| IBM | 30 Sep. 2025 | 690 | $203.398 | -16,3% |
| GS | 30 Juni 2026 | 240 | $203.038 | 0,6% |
| IBM | 31 Maret 2026 | 685 | $202.904 | -2,6% |