Insight Wealth Partners, LLC 13F 持仓 · 2026年Q2
Insight Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 7.45 亿美元。前几大持仓：SPY（60.34%）、SPXL（6.41%）、VCIT（3.08%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $449.4M | 60.34% | 601,827 | 减持 |
| 2 | SPXL | DIREXION SHARES ETF TRUST | $47.7M | 6.41% | 176,249 | 增持 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $22.9M | 3.08% | 277,432 | 增持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.63% | 240,079 | 减持 |
| 5 | LQD | ISHARES TR | $11.6M | 1.56% | 106,526 | 减持 |
| 6 | F | FORD MTR CO | $9.0M | 1.21% | 647,831 | 增持 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $8.9M | 1.20% | 195,769 | 减持 |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | $7.3M | 0.98% | 136,459 | 增持 |
| 9 | UITB | VICTORY PORTFOLIOS II | $7.1M | 0.96% | 152,068 | 增持 |
| 10 | IEF | ISHARES TR | $6.4M | 0.86% | 68,061 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $5.7M | 0.77% | 28,500 | 增持 |
| 12 | IG | PRINCIPAL EXCHANGE TRADED FD | $5.3M | 0.71% | 256,849 | 增持 |
| 13 | SOXX | ISHARES TR | $5.2M | 0.70% | 8,117 | 增持 |
| 14 | GTO | INVESCO ACTIVELY MANAGED EXC | $4.9M | 0.66% | 104,378 | 减持 |
| 15 | TIP | ISHARES TR | $4.9M | 0.66% | 44,849 | 减持 |
| 16 | HYG | ISHARES TR | $4.8M | 0.64% | 59,809 | 减持 |
| 17 | FALN | ISHARES TR | $4.3M | 0.57% | 156,998 | 减持 |
| 18 | EEM | ISHARES TR | $4.2M | 0.56% | 60,971 | 新建仓 |
| 19 | IAU | ISHARES GOLD TR | $4.0M | 0.54% | 53,352 | 增持 |
| 20 | SNPE | DBX ETF TR | $3.7M | 0.50% | 54,015 | 增持 |
| 21 | SNDK | SANDISK CORP | $3.7M | 0.49% | 1,607 | 增持 |
| 22 | EMB | ISHARES TR | $3.5M | 0.47% | 36,230 | 减持 |
| 23 | UTWO | RBB FD INC | $3.5M | 0.47% | 73,213 | 增持 |
| 24 | UMI | USCF ETF TR | $3.4M | 0.45% | 57,492 | 增持 |
| 25 | AVGO | BROADCOM INC | $3.3M | 0.44% | 8,666 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR