小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 137 项
建仓 8
增持 29
减持 52
清仓 48
方向
标的
Δ市值
现股数(环比)
建仓
ISHG
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
+$10.9M
142,544
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$4.4M
416,549
+10%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$3.8M
84,161
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。
+118%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$3.3M
7,488
-42%
建仓
BILL
BILL HOLDINGS INC COM
+$1.9M
40,547
建仓
FRSH
FRESHWORKS INC CLASS A COM
+$1.8M
118,886
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.7M
134,894
+9%
清仓
DK
DELEK US HLDGS INC NEW COM
-$1.7M
0
-100%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.6M
69,709
+9%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$1.5M
205,268
+10%
减持
UBER
UBER TECHNOLOGIES INC COM
+$1.3M
69,511
-2%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$1.2M
10,544
+130%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
58,455
+10%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$1.1M
11,010
+153%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$992.2K
25,432
+154%
增持
COWZ
PACER US CASH COWS 100 ETF
+$908.4K
196,227
+8%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$836.6K
20,723
+142%
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$619.6K
62,917
-1%
减持
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
+$503.3K
478,865
-2%
减持
BP
BP PLC ADR
-$462.9K
79,119
-6%
减持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$451.5K
97,519
-5%
减持
GDX
VANECK GOLD MINERS ETF
+$444.1K
78,606
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TRUST
+$375.3K
402,557
-3%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$353.6K
55,344
+0%
减持
PFE
PFIZER INC COM
-$243.6K
107,210
-4%
减持
AMPY
AMPLIFY ENERGY CORP NEW COM
-$213.0K
285,400
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$178.2K
94,301
+0%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$175.7K
12,674
-56%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$150.0K
7,514
+51%
建仓
NSC
NORFOLK SOUTHN CORP COM
+$138.5K
541
减持
MOS
MOSAIC CO NEW COM
-$134.2K
2
-100%
减持
FLGT
FULGENT GENETICS INC COM
-$130.2K
253
-97%
清仓
SD
SANDRIDGE ENERGY INC COM NEW
-$114.3K
0
-100%
减持
T
AT&T INC
+$111.0K
378,555
-0%
减持
CVS
CVS HEALTH CORP COM
-$107.7K
37,387
-6%
建仓
BWZ
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
+$89.5K
3,189
增持
NVDA
NVIDIA CORPORATION COM
+$87.0K
1,660
+3%
减持
SIRI
SIRIUSXM HOLDINGS INC COMMON STOCK
-$85.4K
86,874
-6%
清仓
—
INTERNATIONAL GAME TECHNOLOGY SHS USD
-$85.2K
0
-100%
清仓
DCTH
DELCATH SYS INC COM NEW
-$85.0K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$83.5K
271
+98%
减持
MSFT
MICROSOFT CORP COM
+$71.8K
707
-5%
减持
MTCH
MATCH GROUP INC NEW COM
-$70.9K
66,247
-2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$70.8K
807
-42%
清仓
CAG
CONAGRA BRANDS INC COM
-$66.9K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC COM
-$61.2K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$55.4K
4,000
-24%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$53.2K
2,974
+42%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$52.5K
1,474
+54%
清仓
HQI
HIREQUEST INC COM
-$49.9K
0
-100%
增持
SCHP
SCHWAB US TIPS ETF
+$46.4K
7,978
+29%
清仓
SGDJ
SPROTT JUNIOR GOLD MINERS ETF
-$45.6K
0
-100%
减持
AAPL
APPLE INC COM
-$39.0K
2,247
-0%
减持
TSLA
TESLA INC COM
-$33.6K
153
-52%
清仓
TBIL
US TREASURY 3 MONTH BILL ETF
-$28.6K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
+$27.1K
785
-30%
减持
DIS
DISNEY WALT CO COM
+$26.2K
1,075
-1%
减持
ORCL
ORACLE CORP COM
-$26.2K
7
-96%
清仓
VXF
VANGUARD EXTENDED MARKET ETF
-$25.8K
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$24.7K
9,322
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$24.0K
69,969
-0%
减持
CMCSA
COMCAST CORP NEW CL A
-$22.3K
94
-86%
清仓
TCI
TRANSCONTINENTAL RLTY INVS COM NEW
-$21.6K
0
-100%
清仓
MEI
METHODE ELECTRS INC COM
-$18.7K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$17.1K
703
-0%
增持
APP
APPLOVIN CORP COM CL A
+$16.7K
137
+16%
减持
AVGO
BROADCOM INC COM
-$16.0K
35
-77%
清仓
SNOW
SNOWFLAKE INC CL A
-$14.3K
0
-100%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$14.1K
98,217
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$14.0K
646
+0%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$12.6K
4
-98%
增持
—
ROYAL CARIBBEAN GROUP COM
+$10.9K
101
+1%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$9.2K
221
-1%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$6.5K
0
-100%
减持
TEAM
ATLASSIAN CORPORATION CL A
-$6.3K
17
-63%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$6.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
+$5.9K
154
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$5.6K
128
-21%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$5.4K
1,766
+4%
减持
PM
PHILIP MORRIS INTL INC COM
+$5.4K
239
-0%
建仓
SYY
SYSCO CORP COM
+$5.2K
68
清仓
MX
MAGNACHIP SEMICONDUCTOR CORP N COM
-$5.1K
0
-100%
清仓
HUMA
HUMACYTE INC COM
-$4.6K
0
-100%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$4.5K
0
-100%
减持
AMZN
AMAZON COM INC COM
+$4.1K
199
-4%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$3.7K
0
-100%
减持
MO
ALTRIA GROUP INC COM
-$3.6K
463
-10%
减持
GE
GE AEROSPACE COM NEW
+$3.5K
64
-2%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$3.4K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC COM
-$3.4K
0
-100%
减持
—
CAPRI HOLDINGS LIMITED SHS
-$3.2K
27
-85%
减持
—
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
-$3.0K
155
-64%
建仓
—
CARNIVAL CORP PAIRED CTF
+$2.8K
100
增持
NMAX
NEWSMAX INC COM SHS CLASS B
-$2.7K
100
+100%
减持
HFRO
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME
-$2.7K
160
-76%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$2.6K
0
-100%
建仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$2.0K
100
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.0K
0
-100%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$1.9K
14
-56%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.9K
100
-2%
清仓
TIP
ISHARES TIPS BOND ETF
-$1.7K
0
-100%
清仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$1.6K
0
-100%
清仓
QCOM
QUALCOMM INC COM
-$1.5K
0
-100%
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$1.5K
107
+43%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.3K
0
-100%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.3K
223
-2%
增持
EMC
GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF
+$1.0K
99
+39%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$981
130
-24%
清仓
WMT
WALMART INC COM
-$966
0
-100%
清仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$928
0
-100%
清仓
LEN
LENNAR CORP CL A
-$918
0
-100%
清仓
FVAL
FIDELITY VALUE FACTOR ETF
-$894
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
-$717
1,402
-12%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$678
5
-83%
减持
IVV
ISHARES CORE S&P 500 ETF
+$666
97
-8%
清仓
HON
HONEYWELL INTL INC COM
-$635
0
-100%
清仓
—
CHUBB LIMITED COM
-$604
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$511
16
+60%
清仓
TFII
TFI INTL INC COM
-$465
0
-100%
清仓
LRCX
LAM RESEARCH CORP COM NEW
-$436
0
-100%
减持
KO
COCA COLA CO COM
-$312
277
-0%
减持
HD
HOME DEPOT INC COM
-$271
641
-0%
清仓
AXP
AMERICAN EXPRESS CO COM
-$269
0
-100%
清仓
PLD
PROLOGIS INC. COM
-$224
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$202
1
-50%
清仓
ADI
ANALOG DEVICES INC COM
-$202
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$202
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$196
0
-100%
清仓
TXN
TEXAS INSTRS INC COM
-$180
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$164
0
-100%
清仓
—
AMERICAN REBEL HLDGS INC COM NEW
-$150
0
-100%
清仓
MRP
MILLROSE PPTYS INC COM CL A
-$106
0
-100%
清仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$58
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
-$38
102
+1%
清仓
KMI
KINDER MORGAN
-$29
0
-100%
清仓
COMT
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
-$26
0
-100%
清仓
UNP
UNION PAC CORP COM
+$0
0
