CIK: 0001737917
申报总市值
US$9274.3万
申报季度: 2026-03-31 · 持股只数: 36
Investment Insight Wealth Management, LLC在最新一期 13F 报告中披露了 36 项持股，申报期为 2026-03-31，总持股市值约为 US$9274.3万，季度换手率为 14.6%。
Investment Insight Wealth Management, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.127——换算下来相当于约 8 个等权重仓位，明显低于其实际披露的 36 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.92），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.9 个百分点）——这种模式较符合动量追涨的操作风格。
加仓 SPMO
+219.8% US$126.2万
减仓 MGK
-8.2% -US$224.3万
加仓 NVDA
+0.2% -US$178.1万
减仓 SHOP
+0.2% -US$95.4万
减仓 NOW
-1.1% -US$70.1万
减仓 MSFT
+0.9% -US$76.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 28.67% | +0.82% | +0.22% | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 14.74% | -0.12% | +1.01% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 10.78% | -1.24% | -8.24% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.52% | +0.04% | +0.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.33% | +0.20% | +0.11% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.06% | +0.08% | -0.55% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 3.64% | -0.14% | +0.04% | |
| 8 | SHOP | Shopify INC - Class A | 股票-科技 | 2.90% | -0.68% | +0.18% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.50% | +0.91% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | -0.15% | -1.01% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.04% | +1.42% | +219.78% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.83% | +0.19% | +0.06% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.75% | +0.18% | +4.23% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.61% | -0.21% | -10.79% | |
| 15 | NOW | Servicenow INC | 股票-科技 | 1.57% | -0.55% | -1.06% | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.28% | +0.01% | +0.03% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.04% | -0.34% | -6.40% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.02% | -0.30% | -0.22% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.00% | +0.26% | +0.57% | |
| 20 | MU | Micron Technology INC | 股票-科技 | 0.97% | +0.23% | +0.30% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.01% | +0.04% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.80% | +0.28% | +30.28% | |
| 23 | BKDV | Bny Mellon Dynamic Value | ETF-其他 | 0.70% | +0.32% | +63.20% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | +0.04% | +0.45% | |
| 25 | MRVL | Marvell Technology INC | 股票-科技 | 0.64% | +0.15% | +1.44% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.45% | +0.05% | +0.21% | |
| 27 | PGEN | Precigen INC | 股票-其他 | 0.44% | +0.01% | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.10% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.05% | -5.67% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.01% | +0.60% | |
| 31 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.28% | -0.28% | -26.62% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.27% | +0.05% | +22.43% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.26% | +0.04% | +0.21% | |
| 34 | CGIC | Cap Group Intl Core Eq | ETF-其他 | 0.24% | +0.24% | NEW | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.24% | +0.04% | +0.32% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.23% | — | — |
Q3 2026表现
+1.3%
近4个季度表现
+14.1%
基于可用的5个月历史数据
Investment Insight Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Cap Group Intl Core Eq (CGIC); 清仓: Flex Ltd. (FLEX); 加仓: Invesco S&p 500 Momentum ETF (SPMO) — 股数 +219.78%; 减仓: Vanguard Mega Cap Growth ETF (MGK) — 股数 -8.24%; 加仓: Nvidia CORP (NVDA) — 股数 +0.22%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.4% | +219.78% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +0.22% | 加仓 |
| 3 | BKDV | Bny Mellon Dynamic Value | +0.3% | +63.20% | 加仓 |
| 4 | SMH | Vaneck Semiconductor ETF | +0.3% | +30.28% | 加仓 |
| 5 | ASML | ASML Holding N.V. | +0.3% | +0.57% | 加仓 |
| 6 | MU | Micron Technology INC | +0.2% | +0.30% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.11% | 加仓 |
| 8 | MCD | Mcdonald's CORP | +0.2% | +0.06% | 加仓 |
| 9 | CGDV | Cap Group Dividend Value | +0.2% | +4.23% | 加仓 |
| 10 | MRVL | Marvell Technology INC | +0.2% | +1.44% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | 不变 |
| 12 | AAPL | Apple INC | +0.1% | -0.55% | 减仓 |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +22.43% | 加仓 |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.1% | +0.21% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +0.16% | 加仓 |
| 16 | ABBV | Abbvie INC | 0% | +0.45% | 加仓 |
| 17 | AMGN | Amgen INC | 0% | +0.32% | 加仓 |
| 18 | XLI | Ss Industrial Select Sector | 0% | +0.21% | 加仓 |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +0.03% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | 加仓 |
| 21 | PGEN | Precigen INC | 0% | — | 不变 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.60% | 加仓 |
| 23 | XLK | Ss Technology Select Sector | — | — | 不变 |
| 24 | LLY | Eli Lilly & Co | -0.1% | -5.67% | 减仓 |
| 25 | AVGO | Broadcom INC | -0.1% | +1.01% | 加仓 |
| 26 | MA | Mastercard INC - A | -0.1% | +0.04% | 加仓 |
| 27 | V | Visa Inc-class A Shares | -0.2% | -1.01% | 减仓 |
| 28 | AMZN | Amazon.com INC | -0.2% | -10.79% | 减仓 |
| 29 | ICLR | ICON Public Limited Company | -0.3% | -26.62% | 减仓 |
| 30 | CRM | Salesforce INC | -0.3% | -0.22% | 减仓 |
| 31 | ACN | Accenture plc | -0.3% | -6.40% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.5% | +0.91% | 加仓 |
| 33 | NOW | Servicenow INC | -0.6% | -1.06% | 减仓 |
| 34 | SHOP | Shopify INC - Class A | -0.7% | +0.18% | 加仓 |
| 35 | MGK | Vanguard Mega Cap Growth ETF | -1.2% | -8.24% | 减仓 |
| 36 | CGIC | Cap Group Intl Core Eq | — | NEW | 新建仓 |
| 37 | FLEX | Flex Ltd. | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-24 | 13F-HR | 在 EDGAR 上查看 |
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