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Inlight Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Inlight Wealth Management, LLC
报告期 2026-03-31 · CIK 0001731795
持仓数
50
前50大市值合计
$270.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 111
增持 9
减持 28
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.6M
380,232
+32%
清仓
CCJ
CAMECO CORP
-$3.5M
0
-100%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$3.0M
38,547
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$2.3M
29,115
-88%
清仓
GRNT
GRANITE RIDGE RESOURCES INC COM
-$1.6M
0
-100%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$1.1M
104,656
-8%
减持
AMPY
AMPLIFY ENERGY CORP NEW COM
-$1.1M
301,142
-18%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TRUST
+$939.0K
413,295
-9%
减持
DK
DELEK US HLDGS INC NEW COM
-$887.7K
110,225
-20%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$855.5K
4,592
减持
GDX
VANECK GOLD MINERS ETF
+$837.6K
79,358
-4%
增持
VTV
VANGUARD VALUE ETF
+$805.7K
53,326
+7%
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$799.7K
63,514
-4%
建仓
VOE
VANGUARD MID-CAP VALUE ETF
+$699.0K
4,354
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$614.2K
63,761
+7%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$597.5K
186,502
+2%
减持
T
AT&T INC
+$593.3K
379,231
-5%
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$585.1K
10,027
减持
FLGT
FULGENT GENETICS INC COM
-$549.8K
8,000
-78%
减持
CVS
CVS HEALTH CORP COM
+$521.3K
39,656
-18%
减持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
-$516.7K
102,162
-8%
减持
SIRI
SIRIUSXM HOLDINGS INC COMMON STOCK
-$478.8K
92,301
-18%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$471.8K
8,565
减持
UBER
UBER TECHNOLOGIES INC COM
+$448.4K
71,261
-9%
减持
MOS
MOSAIC CO NEW COM
-$444.9K
4,972
-79%
减持
SD
SANDRIDGE ENERGY INC COM NEW
-$436.0K
10,012
-79%
减持
PFE
PFIZER INC COM
-$393.2K
112,171
-8%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$380.4K
123,370
+5%
减持
MTCH
MATCH GROUP INC NEW COM
-$350.5K
67,861
-10%
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$291.6K
4,969
减持
BEN
FRANKLIN RESOURCES INC COM
-$254.1K
3,179
-80%
减持
VZ
VERIZON COMMUNICATIONS INC
+$247.5K
93,884
-6%
减持
HQI
HIREQUEST INC COM
-$236.8K
4,190
-79%
增持
COWZ
PACER US CASH COWS 100 ETF
-$235.3K
180,856
+1%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$225.0K
55,248
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$217.4K
5,256
-58%
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$203.1K
9,199
减持
BP
BP PLC ADR
-$182.4K
83,780
-18%
建仓
—
EXXON MOBIL CORP COM
+$181.5K
1,526
减持
NVDA
NVIDIA CORPORATION COM
-$171.6K
1,617
-37%
建仓
SCHP
SCHWAB US TIPS ETF
+$166.4K
6,189
建仓
SLV
ISHARES SILVER TRUST
+$157.6K
5,087
建仓
ATO
ATMOS ENERGY CORP COM
+$154.6K
1,000
建仓
UPS
UNITED PARCEL SERVICE INC CL B
+$152.2K
1,384
建仓
COST
COSTCO WHSL CORP NEW COM
+$146.6K
155
减持
MEI
METHODE ELECTRS INC COM
-$144.5K
2,934
-79%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$143.3K
2,855
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$136.3K
572
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$124.7K
2,099
建仓
JNJ
JOHNSON & JOHNSON COM
+$121.4K
732
建仓
CVX
CHEVRON CORP NEW COM
+$117.8K
704
建仓
LII
LENNOX INTL INC COM
+$113.8K
203
减持
HD
HOME DEPOT INC COM
-$111.7K
642
-28%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$110.9K
224
建仓
DLR
DIGITAL RLTY TR INC COM
+$110.3K
770
建仓
WELL
WELLTOWER INC COM
+$110.3K
720
建仓
DIS
DISNEY WALT CO COM
+$107.1K
1,085
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$105.7K
523
建仓
JPM
JPMORGAN CHASE & CO. COM
+$104.7K
427
建仓
EFA
ISHARES MSCI EAFE ETF
+$103.1K
1,261
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$99.7K
645
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$99.2K
959
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$95.1K
174
建仓
IAU
ISHARES GOLD TRUST
+$94.7K
1,606
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$94.0K
379
建仓
VPU
VANGUARD UTILITIES ETF
+$90.4K
529
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$89.0K
534
建仓
—
INTERNATIONAL GAME TECHNOLOGY SHS USD
+$85.2K
5,242
建仓
DCTH
DELCATH SYS INC COM NEW
+$85.0K
6,681
建仓
TSLA
TESLA INC COM
+$82.2K
317
建仓
COPX
GLOBAL X COPPER MINERS ETF
+$82.0K
2,100
建仓
SDY
SPDR S&P DIVIDEND ETF
+$75.8K
559
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$75.1K
3,000
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$73.5K
1,000
建仓
—
JUNIPER NETWORKS INC COM
+$72.4K
2,000
建仓
VOO
VANGUARD S&P 500 ETF
+$70.4K
137
建仓
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$67.5K
851
建仓
CAG
CONAGRA BRANDS INC COM
+$66.9K
2,507
增持
AAPL
APPLE INC COM
-$63.3K
2,251
+0%
建仓
AVB
AVALONBAY CMNTYS INC COM
+$62.0K
289
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$60.3K
394
减持
GSAT
GLOBALSTAR INC COM NEW
-$59.8K
5,866
-93%
建仓
IVV
ISHARES CORE S&P 500 ETF
+$59.6K
106
建仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$58.8K
366
建仓
NNN
NNN REIT INC COM
+$56.9K
1,334
建仓
PINS
PINTEREST INC CL A
+$54.9K
1,770
建仓
GLD
SPDR GOLD SHARES
+$54.7K
190
建仓
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$52.9K
839
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$46.4K
1,115
建仓
URA
GLOBAL X URANIUM ETF
+$45.8K
2,000
建仓
NFLX
NETFLIX INC COM
+$45.7K
49
建仓
SGDJ
SPROTT JUNIOR GOLD MINERS ETF
+$45.6K
1,072
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$44.5K
162
减持
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
-$43.2K
491,074
-10%
建仓
ABBV
ABBVIE INC COM
+$41.9K
200
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$40.7K
74
建仓
VHT
VANGUARD HEALTH CARE ETF
+$40.2K
152
建仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$39.8K
205
建仓
NFG
NATIONAL FUEL GAS CO COM
+$39.6K
500
建仓
AMZN
AMAZON COM INC COM
+$39.6K
208
建仓
PM
PHILIP MORRIS INTL INC COM
+$38.1K
240
建仓
TJX
TJX COS INC NEW COM
+$36.5K
300
建仓
LOW
LOWES COS INC COM
+$36.2K
155
增持
MSFT
MICROSOFT CORP COM
-$34.1K
745
+0%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$33.7K
625
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$33.6K
1,698
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$32.3K
500
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$31.8K
102
建仓
APP
APPLOVIN CORP COM CL A
+$31.3K
118
建仓
MO
ALTRIA GROUP INC COM
+$30.7K
512
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$30.5K
231
建仓
TBIL
US TREASURY 3 MONTH BILL ETF
+$28.6K
572
建仓
EMR
EMERSON ELEC CO COM
+$28.1K
256
建仓
ORCL
ORACLE CORP COM
+$27.7K
198
建仓
SE
SEA LTD SPONSORD ADS
+$27.7K
212
建仓
GD
GENERAL DYNAMICS CORP COM
+$26.4K
97
建仓
VXF
VANGUARD EXTENDED MARKET ETF
+$25.8K
150
建仓
AVGO
BROADCOM INC COM
+$25.6K
153
建仓
CMCSA
COMCAST CORP NEW CL A
+$25.6K
694
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$25.4K
1,250
建仓
VB
VANGUARD SMALL-CAP ETF
+$25.3K
114
建仓
META
META PLATFORMS INC CL A
+$24.8K
43
建仓
OXY
OCCIDENTAL PETE CORP COM
+$24.7K
500
建仓
VV
VANGUARD LARGE-CAP ETF
+$24.2K
94
建仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$24.1K
236
建仓
ITAN
SPARKLINE INTANGIBLE VALUE ETF
+$23.0K
774
建仓
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$23.0K
400
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$22.9K
65
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$22.6K
136
建仓
QMOM
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF
+$22.2K
373
建仓
TCI
TRANSCONTINENTAL RLTY INVS COM NEW
+$21.6K
773
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$21.5K
255
建仓
—
ROYAL CARIBBEAN GROUP COM
+$20.6K
100
建仓
GWRE
GUIDEWIRE SOFTWARE INC COM
+$20.6K
110
建仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
+$20.4K
1,500
建仓
KO
COCA COLA CO COM
+$19.9K
278
建仓
CAT
CATERPILLAR INC COM
+$19.1K
58
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$17.5K
170
增持
GOOG
ALPHABET INC CAP STK CL C
-$17.4K
1,597
+14%
建仓
—
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
+$17.3K
431
建仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$17.3K
200
建仓
NOW
SERVICENOW INC COM
+$16.7K
21
建仓
MMM
3M CO COM
+$16.2K
110
建仓
BAC
BANK AMERICA CORP COM
+$16.1K
385
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$14.9K
227
建仓
ALAB
ASTERA LABS INC COM
+$14.9K
250
建仓
SNOW
SNOWFLAKE INC CL A
+$14.3K
98
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$13.8K
145
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$13.0K
168
建仓
GE
GE AEROSPACE COM NEW
+$13.0K
65
