Insight Wealth Strategies, LLC
CIK 1749914 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $895.7M
- Posisi
- 177
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#2.633 dari 9.443 berdasarkan nilai 13F · top 27.9%
Nilai portofolio QoQ: +2.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 29,71%
- Bobot 25 kepemilikan teratas
- 53,83%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 63,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 15,93% Perkiraan pembelian $148.958.832 · penjualan $140.780.977
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q1 2026 · 75,3% masih dipegang
- Posisi baru
- 17
- Meningkat
- 102
- Menurun
- 51
- Tertutup
- 11
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
9,8%
Energy
7,0%
Health Care
5,9%
Industrials
5,5%
Financial Services
2,3%
Retail
2,1%
Communication Services
1,2%
Materials
1,0%
Financials
1,0%
Utilities
0,7%
Communications
0,6%
Consumer Discretionary
0,2%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
62,6%
Portofolio lengkap 177 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CVX Chevron Corporation Common Stock | $36.253.680 | 4,05% | 175.223 | $2.745.059 | Turun ×1 | ||
| GSIE | $28.141.006 | 3,14% | 652.469 | $239.606 | Naik ×2 | ||
| DYNF | $27.622.907 | 3,08% | 474.784 | $126.974 | Naik ×4 | ||
| LQD | $27.378.567 | 3,06% | 251.203 | $-3.106.065 | Turun ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $27.022.571 | 3,02% | 361.651 | $-3.215.065 | Turun ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $26.621.209 | 2,97% | 343.106 | Naik ×1 | |||
| LVHI | $25.379.177 | 2,83% | 626.028 | $3.465.468 | Naik ×2 | ||
| IGLB | $24.616.301 | 2,75% | 495.996 | $578.351 | Naik ×4 | ||
| VLUE | $22.021.159 | 2,46% | 154.871 | $21.818.551 | Naik ×1 | ||
| SPMO | $21.080.977 | 2,35% | 188.038 | $-5.597.298 | Turun ×1 | ||
| JMBS | $20.484.097 | 2,29% | 453.389 | $4.453.500 | Naik ×1 | ||
| IDMO | $20.209.068 | 2,26% | 368.510 | $2.452.418 | Naik ×2 | ||
| PGHY | $16.144.424 | 1,80% | 831.758 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $14.778.443 | 1,65% | 69.168 | $190.168 | Turun ×3 | ||
| CDX | $14.513.291 | 1,62% | 680.098 | $99.437 | Naik ×2 | ||
| TUA | $14.056.584 | 1,57% | 666.189 | $30.860 | Naik ×1 | ||
| TFLR | $13.887.777 | 1,55% | 275.770 | $-10.967.094 | Turun ×1 | ||
| QUAL | $13.756.547 | 1,54% | 71.720 | $-5.154.090 | Turun ×3 | ||
| AVUV | $13.741.070 | 1,53% | 124.387 | $1.016.141 | Turun ×3 | ||
| XMMO | $13.352.711 | 1,49% | 92.075 | $744.728 | Naik ×4 | ||
| IEMG | $12.943.815 | 1,45% | 185.574 | $5.214.303 | Naik ×2 | ||
| XLV XLV | $12.556.709 | 1,40% | 85.647 | $-456.892 | Naik ×1 | ||
| STIP | $12.260.984 | 1,37% | 118.544 | Naik ×1 | |||
| BKGI | $11.794.612 | 1,32% | 264.809 | $1.169.311 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $11.580.027 | 1,29% | 45.628 | $-817.052 | Naik ×1 | ||
| IHE IHE | $10.288.206 | 1,15% | 118.692 | Naik ×1 | |||
| HEZU | $10.248.695 | 1,14% | 234.524 | $2.271.552 | Naik ×2 | ||
| SAMT | $9.771.840 | 1,09% | 248.837 | $282.206 | Naik ×4 | ||
| XLK XLK | $9.671.793 | 1,08% | 72.775 | $1.063.621 | Naik ×3 | ||
| CENX Century Aluminum Company - Common Stock | $8.570.149 | 0,96% | 146.024 | $2.533.843 | Turun ×1 | ||
| EMLC | $8.379.828 | 0,94% | 333.725 | $-8.073.681 | Turun ×1 | ||
| JBBB | $8.075.259 | 0,90% | 173.270 | Naik ×1 | |||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $7.978.312 | 0,89% | 93.009 | $3.370.630 | Turun ×1 | ||
| KLAC KLA Corporation - Common Stock | $7.677.118 | 0,86% | 5.214 | $914.770 | Turun ×3 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $7.625.393 | 0,85% | 19.464 | $636.458 | Turun ×3 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $7.497.032 | 0,84% | 5.437 | $2.250.363 | Turun ×3 | ||
| AXP American Express Company Common Stock | $6.997.557 | 0,78% | 23.134 | $-1.260.200 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6.903.484 | 0,77% | 18.649 | $-901.460 | Naik ×5 | ||
| DVN Devon Energy Corporation Common Stock | $6.863.384 | 0,77% | 136.395 | Naik ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $6.830.223 | 0,76% | 225.271 | $-10.973.114 | Turun ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $6.179.057 | 0,69% | 19.964 | $695.221 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6.049.198 | 0,68% | 50.288 | $-277.284 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.035.350 | 0,67% | 20.988 | $-490.834 | Naik ×1 | ||
| MCO Moody's Corporation Common Stock | $5.903.321 | 0,66% | 13.532 | $552.353 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5.871.642 | 0,66% | 28.192 | $-581.497 | Naik ×1 | ||
| BKR Baker Hughes Company - Common Stock | $5.853.939 | 0,65% | 95.888 | $880.628 | Turun ×1 | ||
| CDW CDW Corporation - Common Stock | $5.776.357 | 0,64% | 47.731 | $1.605.626 | Naik ×5 | ||
| GWW W.W. Grainger, Inc. Common Stock | $5.755.968 | 0,64% | 5.277 | $665.491 | Naik ×5 | ||
| WFRD Weatherford International plc - Ordinary shares | $5.695.738 | 0,64% | 60.221 | $867.845 | Turun ×2 | ||
| MSI Motorola Solutions, Inc. Common Stock | $5.605.370 | 0,63% | 12.916 | $1.291.857 | Naik ×5 | ||
| COR Cencora, Inc. Common Stock | $5.551.087 | 0,62% | 17.671 | $-349.931 | Naik ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $5.482.484 | 0,61% | 19.633 | $-72.337 | Naik ×2 | ||
| ABT Abbott Laboratories Common Stock | $5.435.740 | 0,61% | 52.944 | $683.517 | Naik ×2 | ||
| BIIB Biogen Inc. - Common Stock | $5.380.002 | 0,60% | 29.346 | $283.332 | Naik ×1 | ||
| LQDA Liquidia Corporation - Common Stock | $5.374.251 | 0,60% | 142.402 | $482.948 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.336.920 | 0,60% | 30.602 | $-171.810 | Naik ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $5.319.113 | 0,59% | 6.884 | $-466.932 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $5.250.833 | 0,59% | 15.965 | $696.009 | Naik ×5 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $5.023.560 | 0,56% | 13.223 | Naik ×1 | |||
| SWK Stanley Black & Decker, Inc. Common Stock | $4.968.976 | 0,55% | 69.926 | $-66.824 | Naik ×2 | ||
| MCK McKesson Corporation Common Stock | $4.954.228 | 0,55% | 5.725 | $236.744 | Turun ×2 | ||
| XPRO Expro Group Holdings N.V. Common Stock | $4.708.517 | 0,53% | 270.449 | $1.137.686 | Naik ×1 | ||
| VISN Vistance Networks, Inc. - Common Stock | $4.506.793 | 0,50% | 247.626 | $91.032 | Naik ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $4.485.284 | 0,50% | 54.886 | $28.239 | Turun ×1 | ||
| SPY SPY | $4.391.991 | 0,49% | 6.753 | $-154.075 | Naik ×2 | ||
| HYD | $4.334.794 | 0,48% | 86.454 | $890.231 | Naik ×1 | ||
| LDOS Leidos Holdings, Inc. Common Stock | $4.285.373 | 0,48% | 27.555 | $-616.930 | Naik ×1 | ||
| MBB iShares MBS ETF | $4.238.363 | 0,47% | 44.638 | $275.577 | Naik ×2 | ||
| MUB | $4.186.295 | 0,47% | 39.438 | $194.384 | Naik ×2 | ||
| FLOT | $4.094.577 | 0,46% | 80.365 | $47.455 | Naik ×2 | ||
| VRSK Verisk Analytics, Inc. - Common Stock | $4.065.038 | 0,45% | 21.423 | $-610.204 | Naik ×3 | ||
| KR Kroger Company (The) Common Stock | $4.061.235 | 0,45% | 56.125 | $652.921 | Naik ×1 | ||
| XYZ Block, Inc. Class A Common Stock, | $4.034.688 | 0,45% | 67.044 | $-256.675 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.016.558 | 0,45% | 27.458 | $-797.270 | Naik ×1 | ||
| CNC Centene Corporation Common Stock | $3.998.798 | 0,45% | 122.138 | $-1.003.355 | Naik ×1 | ||
| VTEB | $3.911.333 | 0,44% | 78.399 | $301.944 | Naik ×1 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $3.810.176 | 0,43% | 6.781 | $-736.782 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3.808.616 | 0,43% | 18.722 | $-180.328 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3.799.689 | 0,42% | 29.505 | $-1.072.051 | Naik ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $3.739.281 | 0,42% | 65.844 | $635.213 | Turun ×4 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $3.737.347 | 0,42% | 18.848 | $-1.138.911 | Naik ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.557.278 | 0,40% | 12.401 | $-313.306 | Naik ×4 | ||
| ASTH Astrana Health Inc. - Common Stock | $3.513.495 | 0,39% | 143.291 | $-618 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.371.677 | 0,38% | 11.462 | $-124.952 | Naik ×2 | ||
| CTAS Cintas Corporation - Common Stock | $3.286.063 | 0,37% | 19.428 | $-364.096 | Naik ×1 | ||
| WM Waste Management, Inc. Common Stock | $3.125.661 | 0,35% | 13.602 | $368.444 | Naik ×3 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $3.112.003 | 0,35% | 32.607 | $68.510 | Naik ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $2.968.667 | 0,33% | 14.049 | $-383.529 | Turun ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $2.943.957 | 0,33% | 43.894 | $158.993 | Naik ×2 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $2.913.580 | 0,33% | 21.545 | $176.673 | Naik ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.776.847 | 0,31% | 16.367 | $679.054 | Turun ×1 | ||
| ORI Old Republic International Corporation Common Stock | $2.770.008 | 0,31% | 69.424 | $-63.160 | Naik ×3 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2.521.826 | 0,28% | 26.848 | $-144.910 | Turun ×5 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $2.520.073 | 0,28% | 29.070 | $-25.453.542 | Turun ×1 | ||
| JNK | $2.474.866 | 0,28% | 25.855 | $-109.270 | Turun ×5 | ||
| WMT Walmart Inc. - Common Stock | $2.430.894 | 0,27% | 19.560 | $296.952 | Naik ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.413.633 | 0,27% | 4.182 | $-206.490 | Turun ×1 | ||
| NTSX | $1.959.247 | 0,22% | 37.569 | $-45.608 | Naik ×3 | ||
| USMV | $1.806.143 | 0,20% | 19.475 | $-10.399.430 | Turun ×1 | ||
| HFGM Unlimited HFGM Global Macro ETF | $1.638.349 | 0,18% | 51.103 | $572.405 | Naik ×2 | ||
| 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 |
|---|---|---|---|
| DYNF | $27.622.907 | 3,08% | naik ×4 |
| IGLB | $24.616.301 | 2,75% | naik ×4 |
| XMMO | $13.352.711 | 1,49% | naik ×4 |
| BKGI | $11.794.612 | 1,32% | naik ×3 |
| SAMT | $9.771.840 | 1,09% | naik ×4 |
| XLK | $9.671.793 | 1,08% | naik ×3 |
| MSFT | $6.903.484 | 0,77% | naik ×5 |
| MCO | $5.903.321 | 0,66% | naik ×4 |
| CDW | $5.776.357 | 0,64% | naik ×5 |
| GWW | $5.755.968 | 0,64% | naik ×5 |
| MSI | $5.605.370 | 0,63% | naik ×5 |
| COR | $5.551.087 | 0,62% | naik ×3 |
| HD | $5.250.833 | 0,59% | naik ×5 |
| VRSK | $4.065.038 | 0,45% | naik ×3 |
| ACN | $3.737.347 | 0,42% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VPLS | $26.621.209 | 343.106 | 2,97% |
| PGHY | $16.144.424 | 831.758 | 1,80% |
| STIP | $12.260.984 | 118.544 | 1,37% |
| IHE | $10.288.206 | 118.692 | 1,15% |
| JBBB | $8.075.259 | 173.270 | 0,90% |
| DVN | $6.863.384 | 136.395 | 0,77% |
| HII | $5.023.560 | 13.223 | 0,56% |
| MOOD | $1.126.320 | 27.467 | 0,13% |
| GPIX | $478.160 | 9.556 | 0,05% |
| EFV | $338.069 | 4.547 | 0,04% |
| WTIP | $273.067 | 7.244 | 0,03% |
| GEV | $253.496 | 290 | 0,03% |
| SHEL | $237.074 | 2.549 | 0,03% |
| SCHD | $218.380 | 7.118 | 0,02% |
| COST | $211.536 | 212 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| PFF | Dipangkas | -350K | -$11.0M |
| TFLR | Dipangkas | -208K | -$11.0M |
| EMLC | Dipangkas | -304K | -$8.1M |
| SPMO | Dipangkas | -36K | -$5.6M |
| IEMG | Beli lebih banyak | +71K | +$5.2M |
| QUAL | Dipangkas | -23K | -$5.2M |
| JMBS | Beli lebih banyak | +103K | +$4.5M |
| LVHI | Beli lebih banyak | +31K | +$3.5M |
| DOCN | Dipangkas | -3K | +$3.4M |
| VCLT | Dipangkas | -37K | -$3.2M |
4 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 |
|---|---|---|---|---|
| HYDB | 31 Des. 2025 | 481.910 | $23.056.963 | Tidak lagi dilacak |
| ICVT | 30 Sep. 2025 | 245.103 | $21.885.221 | Tidak lagi dilacak |
| DFIP | 31 Des. 2025 | 449.081 | $18.964.703 | Tidak lagi dilacak |
| XLC | 31 Maret 2026 | 108.862 | $12.815.258 | Tidak lagi dilacak |
| BKLN | 31 Des. 2025 | 567.999 | $11.888.225 | Tidak lagi dilacak |
| TIP | 30 Juni 2025 | 100.070 | $11.116.764 | Tidak lagi dilacak |
| LRCXXXXX | 31 Maret 2025 | 103.703 | $7.490.442 | Tidak lagi dilacak |
| XLP | 31 Maret 2025 | 82.409 | $6.478.196 | Tidak lagi dilacak |
| IGOV | 31 Des. 2025 | 138.631 | $5.905.681 | |
| XSVM | 31 Maret 2025 | 102.080 | $5.561.322 | Tidak lagi dilacak |
| JEF | 31 Des. 2025 | 81.769 | $5.349.325 | -15,4% |
| FYLD | 31 Maret 2025 | 211.730 | $5.337.701 | Tidak lagi dilacak |
| ORCL | 31 Des. 2025 | 18.290 | $5.143.822 | -24,9% |
| CTVA | 30 Sep. 2025 | 64.038 | $4.809.929 | 18,5% |
| SYY | 30 Sep. 2025 | 61.246 | $4.738.006 | 2,1% |
| AMGN | 30 Juni 2025 | 14.841 | $4.623.671 | 56,2% |
| SHW | 30 Sep. 2025 | 12.736 | $4.525.115 | 0,5% |
| ADP | 31 Maret 2026 | 17.459 | $4.490.904 | 37,3% |
| PCAR | 31 Des. 2025 | 44.566 | $4.381.735 | 19,5% |
| HSY | 30 Juni 2025 | 25.259 | $4.320.029 | 13,3% |
| BAH | 31 Maret 2026 | 49.937 | $4.212.685 | -1,6% |
| INTU | 31 Maret 2026 | 6.355 | $4.209.627 | -16,6% |
| FTI | 31 Maret 2025 | 141.264 | $4.088.180 | 145,7% |
| FLS | 31 Maret 2025 | 67.744 | $3.896.623 | 62,1% |
| DT | 31 Des. 2025 | 79.424 | $3.848.093 | 11,2% |
| CSGP | 31 Maret 2025 | 51.815 | $3.709.436 | -59,6% |
| LW | 30 Juni 2025 | 65.076 | $3.468.575 | 2,9% |
| GDDY | 31 Des. 2025 | 25.271 | $3.457.831 | -22,7% |
| ICE | 30 Sep. 2025 | 18.720 | $3.404.387 | -4,5% |
| UNH | 30 Juni 2025 | 6.336 | $3.318.482 | 24,2% |
| SM | 31 Des. 2025 | 108.074 | $2.698.613 | 102,1% |
| FIS | 30 Sep. 2025 | 29.826 | $2.456.141 | -38,2% |
| UNP | 30 Sep. 2025 | 10.308 | $2.428.217 | 29,6% |
| AMT | 30 Sep. 2025 | 10.664 | $2.393.809 | -8,1% |
| HON | 30 Sep. 2025 | 9.374 | $2.238.223 | 10,7% |
| CAT | 30 Juni 2025 | 6.441 | $2.124.185 | 112,2% |
| LIN | 30 Juni 2025 | 4.120 | $1.918.369 | 4,0% |
| NOG | 30 Juni 2025 | 55.530 | $1.678.685 | -4,6% |
| CLSE | 30 Sep. 2025 | 22.726 | $531.561 | Tidak lagi dilacak |
| VUG | 30 Sep. 2025 | 1.097 | $475.879 | Tidak lagi dilacak |
| HNDL | 31 Des. 2025 | 17.441 | $388.597 | |
| TFLO | 30 Juni 2025 | 6.574 | $333.058 | Tidak lagi dilacak |
| ACGL | 31 Des. 2025 | 3.367 | $305.508 | 4,0% |
| FDN | 31 Maret 2026 | 1.034 | $278.332 | Tidak lagi dilacak |
| CLOZ | 31 Maret 2026 | 10.091 | $267.208 | Tidak lagi dilacak |
| NEAR | 31 Maret 2026 | 5.150 | $263.184 | Tidak lagi dilacak |
| RGA | 31 Des. 2025 | 1.354 | $260.092 | 19,8% |
| SHYM | 31 Maret 2026 | 11.558 | $256.819 | Tidak lagi dilacak |
| TXN | 31 Des. 2025 | 1.385 | $254.533 | 52,8% |
| LNG | 31 Maret 2026 | 1.182 | $229.788 | -1,5% |
| SMH | 31 Maret 2025 | 932 | $225.674 | 165,6% |
| BRO | 30 Sep. 2025 | 2.056 | $224.004 | -23,2% |
| HUBB | 30 Sep. 2025 | 537 | $220.260 | 10,5% |
| SCHG | 31 Maret 2025 | 7.888 | $219.842 | Tidak lagi dilacak |
| CSCO | 30 Sep. 2025 | 3.123 | $215.812 | 62,3% |
| USXF | 31 Maret 2026 | 3.668 | $211.189 | 19,0% |
| FMHI | 30 Sep. 2025 | 4.412 | $206.049 | |
| XLY | 30 Sep. 2025 | 940 | $205.109 | Tidak lagi dilacak |
| XOP | 31 Des. 2025 | 1.517 | $200.522 | Tidak lagi dilacak |
| PAYO | 31 Maret 2026 | 19.348 | $108.736 | 47,2% |