New Insight Wealth Advisors
CIK 2022328 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $339.2M
- 持仓
- 120
- 截至
- 2026年6月30日
按 13F 价值排名第 4816（共 9443） · 前 51.0%
投资组合价值同比（季度）：+21.6% 13F不披露现金
- 前十大持仓权重
- 44.75%
- 前二十五大持仓权重
- 69.50%
- 持仓高于 1%
- 34
- 有效持仓数量
- 29.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.83% 估计买入 $57705912 · 卖出 $11822265
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.6% 仍持有
- 新仓位
- 15
- 增加
- 43
- 减少
- 56
- 已结清
- 2
本页内容
行业细分
Technology
10.1%
Retail
5.1%
Consumer Discretionary
4.6%
Real Estate
4.5%
Communication Services
4.3%
Healthcare
2.3%
Financial Services
1.0%
Financials
0.2%
Communications
0.2%
Industrials
0.1%
其他/未映射
67.7%
完整投资组合 120 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $41808368 | 12.33% | 55827 | $4590953 | 下跌 ×1 | ||
| FBND | $18948335 | 5.59% | 416538 | $892616 | 上涨 ×6 | ||
| VO | $17187765 | 5.07% | 213327 | $1926587 | 上涨 ×1 | ||
| VGT | $14622726 | 4.31% | 122345 | $3947514 | 上涨 ×1 | ||
| IXN | $12730234 | 3.75% | 88111 | $3863073 | 下跌 ×2 | ||
| SCHD | $9789630 | 2.89% | 308724 | $1410037 | 上涨 ×1 | ||
| VIOO | $9610442 | 2.83% | 69874 | $779118 | 下跌 ×5 | ||
| RSP | $9411881 | 2.77% | 44235 | $198186 | 下跌 ×5 | ||
| FDVV | $8889943 | 2.62% | 147453 | $956374 | 上涨 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8793783 | 2.59% | 36896 | $1306485 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8587173 | 2.53% | 24029 | $2015019 | 上涨 ×4 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $8416694 | 2.48% | 17624 | $2830718 | 上涨 ×6 | ||
| INTF | $7051836 | 2.08% | 172164 | $1684590 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $6372289 | 1.88% | 17083 | $1258838 | 上涨 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $6297223 | 1.86% | 14972 | $341788 | 下跌 ×1 | ||
| JMUB | $6244191 | 1.84% | 123269 | $1852869 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $5621307 | 1.66% | 19427 | $977571 | 上涨 ×1 | ||
| JSCP | $4889609 | 1.44% | 103714 | $1358872 | 上涨 ×2 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $4845425 | 1.43% | 139517 | $541326 | |||
| VIG | $4686496 | 1.38% | 19806 | $-208915 | 下跌 ×4 | ||
| KMID | $4404038 | 1.30% | 175559 | $-1329177 | 下跌 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $4322682 | 1.27% | 14511 | $2731780 | 下跌 ×2 | ||
| FRT Federal Realty Investment Trust Common Stock | $4152645 | 1.22% | 33641 | $533008 | 下跌 ×1 | ||
| SMH SMH | $4044218 | 1.19% | 6166 | $2183194 | 上涨 ×1 | ||
| MINV | $4007292 | 1.18% | 69282 | $2391910 | 上涨 ×2 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $3994398 | 1.18% | 230225 | $1788610 | 上涨 ×2 | ||
| SPYM | $3973843 | 1.17% | 45219 | $657233 | 上涨 ×6 | ||
| XMHQ | $3926644 | 1.16% | 34786 | $962303 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3794684 | 1.12% | 6737 | $-6766 | 上涨 ×3 | ||
| DOC Healthpeak Properties, Inc. Common Stock | $3767498 | 1.11% | 176051 | $3261963 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3680232 | 1.09% | 18393 | $650145 | 上涨 ×3 | ||
| PFE Pfizer, Inc. Common Stock | $3613192 | 1.07% | 150050 | $-484819 | 上涨 ×1 | ||
| FDEM | $3590947 | 1.06% | 98842 | $1323503 | 上涨 ×6 | ||
| SPG Simon Property Group, Inc. Common Stock | $3584071 | 1.06% | 16025 | $269757 | 下跌 ×5 | ||
| BINC | $3143122 | 0.93% | 60052 | 上涨 ×1 | |||
| XSMO | $2836989 | 0.84% | 30300 | $716335 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2666420 | 0.79% | 7059 | $615593 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2622111 | 0.77% | 6309 | $932478 | 上涨 ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2599367 | 0.77% | 2570 | $110365 | 下跌 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $2273474 | 0.67% | 7504 | 上涨 ×1 | |||
| O Realty Income Corporation Common Stock | $2205910 | 0.65% | 35602 | $91774 | 上涨 ×6 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2095821 | 0.62% | 22444 | $-345498 | 下跌 ×6 | ||
| ROST Ross Stores, Inc. - Common Stock | $2080183 | 0.61% | 9773 | $-36942 | |||
| HYMB | $2047247 | 0.60% | 80474 | $721621 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1809477 | 0.53% | 5121 | $530940 | 上涨 ×2 | ||
| VYM | $1703865 | 0.50% | 10782 | $-67523 | 下跌 ×5 | ||
| JEPI | $1594374 | 0.47% | 28229 | $479989 | 上涨 ×4 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1503911 | 0.44% | 15669 | $-492409 | 下跌 ×1 | ||
| USMV | $1487510 | 0.44% | 15421 | $44754 | 下跌 ×2 | ||
| DIAL | $1450729 | 0.43% | 79842 | $-86848 | 下跌 ×1 | ||
| WPC W. P. Carey Inc. REIT | $1290889 | 0.38% | 18054 | $-195220 | 下跌 ×6 | ||
| MUB | $1262490 | 0.37% | 11731 | $-239214 | 下跌 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1236418 | 0.36% | 25530 | $-618502 | 下跌 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1196514 | 0.35% | 15140 | $52648 | 上涨 ×1 | ||
| NAC Nuveen California Quality Municipal Income Fund | $1141219 | 0.34% | 94160 | $-20694 | 下跌 ×1 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1080698 | 0.32% | 46622 | $367431 | 上涨 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1049858 | 0.31% | 12786 | $-469347 | 下跌 ×4 | ||
| FCAL First Trust California Municipal High income ETF | $987930 | 0.29% | 19897 | $-47169 | 下跌 ×1 | ||
| FLOT | $922474 | 0.27% | 18070 | $647089 | 上涨 ×1 | ||
| IJH | $827159 | 0.24% | 10727 | $125927 | 上涨 ×1 | ||
| JPST | $814278 | 0.24% | 16102 | $-6717 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $797703 | 0.24% | 2437 | $61421 | 下跌 ×4 | ||
| IDHQ | $747747 | 0.22% | 17107 | $133830 | 下跌 ×1 | ||
| LULU lululemon athletica inc. - Common Stock | $747651 | 0.22% | 6548 | $-48928 | 上涨 ×2 | ||
| SPHY | $698981 | 0.21% | 29820 | $-112205 | 下跌 ×2 | ||
| DON | $683214 | 0.20% | 12088 | $57830 | 上涨 ×3 | ||
| V Visa Inc. | $623395 | 0.18% | 1817 | $47326 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $605697 | 0.18% | 2407 | $-133986 | 下跌 ×5 | ||
| AMAT Applied Materials, Inc. - Common Stock | $590691 | 0.17% | 817 | $310423 | 下跌 ×1 | ||
| VTEC | $577142 | 0.17% | 5737 | 上涨 ×1 | |||
| VTI | $572869 | 0.17% | 1548 | $-40520 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $567309 | 0.17% | 4830 | $177068 | 下跌 ×1 | ||
| IYW | $564239 | 0.17% | 2237 | $158402 | |||
| VOO | $543057 | 0.16% | 791 | $69512 | 下跌 ×2 | ||
| MRNA Moderna, Inc. - Common Stock | $529847 | 0.16% | 7566 | $134775 | 下跌 ×5 | ||
| IYK | $528238 | 0.16% | 7270 | $-112186 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $525247 | 0.15% | 713 | $285566 | 上涨 ×2 | ||
| VB | $503785 | 0.15% | 1662 | $90213 | 上涨 ×1 | ||
| IYG | $488056 | 0.14% | 5395 | $4733 | 下跌 ×5 | ||
| FBCG | $475079 | 0.14% | 7649 | $81487 | 下跌 ×1 | ||
| VTEB | $456636 | 0.13% | 9028 | $-49398 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $442627 | 0.13% | 369 | $98770 | 下跌 ×2 | ||
| SCHG | $436164 | 0.13% | 12889 | $-179003 | 下跌 ×1 | ||
| RWJ | $430185 | 0.13% | 7230 | $48203 | 下跌 ×6 | ||
| SOXX SOXX | $429315 | 0.13% | 670 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $416512 | 0.12% | 717 | 上涨 ×1 | |||
| NUSC | $397988 | 0.12% | 7636 | $53009 | 下跌 ×6 | ||
| DES | $392725 | 0.12% | 9654 | $77962 | 上涨 ×1 | ||
| PINS Pinterest, Inc. Class A Common Stock | $372084 | 0.11% | 17693 | $-3428 | 下跌 ×1 | ||
| ISCB | $368476 | 0.11% | 4880 | $7682 | 下跌 ×6 | ||
| 未知发行人 (CUSIP: 84615Q103) | $367691 | 0.11% | 2152 | 上涨 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $361836 | 0.11% | 3169 | $-17629 | 下跌 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $360965 | 0.11% | 473 | ||||
| IJR | $359948 | 0.11% | 2427 | $70679 | 上涨 ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $348811 | 0.10% | 677 | $43943 | 下跌 ×1 | ||
| VUG | $333965 | 0.10% | 3877 | $53983 | 上涨 ×3 | ||
| RWK | $329813 | 0.10% | 2255 | $28659 | 下跌 ×2 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $309952 | 0.09% | 3392 | $22359 | |||
| CRM Salesforce, Inc. Common Stock | $304995 | 0.09% | 1947 | $-99958 | 下跌 ×5 | ||
| NOW ServiceNow, Inc. Common Stock | $299329 | 0.09% | 3015 | $-171146 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| FBND | $18948335 | 5.59% | 上涨 ×6 |
| FDVV | $8889943 | 2.62% | 上涨 ×4 |
| AMZN | $8793783 | 2.59% | 上涨 ×6 |
| GOOGL | $8587173 | 2.53% | 上涨 ×4 |
| TSM | $8416694 | 2.48% | 上涨 ×6 |
| INTF | $7051836 | 2.08% | 上涨 ×6 |
| MSFT | $6372289 | 1.88% | 上涨 ×6 |
| JMUB | $6244191 | 1.84% | 上涨 ×3 |
| SPYM | $3973843 | 1.17% | 上涨 ×6 |
| META | $3794684 | 1.12% | 上涨 ×3 |
| NVDA | $3680232 | 1.09% | 上涨 ×3 |
| FDEM | $3590947 | 1.06% | 上涨 ×6 |
| UNH | $2622111 | 0.77% | 上涨 ×4 |
| O | $2205910 | 0.65% | 上涨 ×6 |
| HYMB | $2047247 | 0.60% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| BINC | $3143122 | 60052 | 0.93% |
| QQQM | $2273474 | 7504 | 0.67% |
| VTEC | $577142 | 5737 | 0.17% |
| SOXX | $429315 | 670 | 0.13% |
| AMD | $416512 | 717 | 0.12% |
| 未知发行人 (CUSIP: 84615Q103) | $367691 | 2152 | 0.11% |
| CRWD | $360965 | 473 | 0.11% |
| EWY | $288313 | 1428 | 0.09% |
| PANW | $282365 | 828 | 0.08% |
| PFM | $274056 | 4942 | 0.08% |
| PHYL | $256438 | 7352 | 0.08% |
| INDE | $225464 | 7621 | 0.07% |
| FBTC | $203945 | 3995 | 0.06% |
| NNN | $202452 | 4351 | 0.06% |
| CHGX | $201667 | 6073 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 削减 | -1K | +$4.6M |
| VGT | 增持 | +107K | +$3.9M |
| IXN | 削减 | -587 | +$3.9M |
| TSM | 增持 | +1K | +$2.8M |
| MRVL | 削减 | -2K | +$2.7M |
| MINV | 增持 | +27K | +$2.4M |
| SMH | 增持 | +1K | +$2.2M |
| GOOGL | 增持 | +1K | +$2.0M |
| VO | 增持 | +160K | +$1.9M |
| JMUB | 增持 | +35K | +$1.9M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ACLS | 2025年12月31日 | 27013 | $2637549 | 56.0% |
| RBLX | 2025年12月31日 | 4300 | $595636 | -52.0% |
| VBIL | 2026年3月31日 | 5350 | $403551 | |
| MUST | 2025年12月31日 | 18976 | $389577 | 不再跟踪 |
| VBK | 2025年6月30日 | 1336 | $336365 | 不再跟踪 |
| PLTR | 2026年6月30日 | 1785 | $261110 | 48.3% |
| PFF | 2026年3月31日 | 7645 | $236689 | |
| SDY | 2025年3月31日 | 1779 | $235006 | 不再跟踪 |
| QCOM | 2025年9月30日 | 1422 | $226468 | -3.2% |
| EMHY | 2025年9月30日 | 5804 | $226182 | 不再跟踪 |
| MDT | 2026年6月30日 | 2551 | $221044 | 17.7% |
| MU | 2026年3月31日 | 773 | $220622 | 191.5% |
| CRWD | 2025年6月30日 | 605 | $213311 | -63.2% |
| VUG | 2025年6月30日 | 573 | $212480 | 不再跟踪 |
| IXJ | 2026年3月31日 | 2172 | $211553 | 不再跟踪 |
| IJK | 2025年3月31日 | 2311 | $210139 | 不再跟踪 |
| MSTR | 2025年9月30日 | 518 | $209391 | -62.6% |
| RMBS | 2025年9月30日 | 3236 | $207169 | -11.7% |
| AGG | 2026年3月31日 | 2023 | $202057 | 不再跟踪 |
| ADSK | 2026年3月31日 | 679 | $200991 | 3.2% |