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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 87 项
建仓 10
增持 28
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
UBER
UBER TECHNOLOGIES INC COM
-$6.4M
413
-99%
增持
ISHG
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
+$4.0M
196,193
+38%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TRUST
+$2.6M
401,721
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。
-0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.4M
436,979
+5%
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$2.0M
62,760
-0%
减持
GDX
VANECK GOLD MINERS ETF
+$1.9M
78,289
-0%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.8M
140,987
+5%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.3M
73,424
+5%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$1.3M
15,845
+50%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
61,475
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$911.7K
203,999
+4%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$858.4K
32,096
+55%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$809.4K
15,008
+36%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$752.1K
217,781
+6%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$690.3K
34,747
+37%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$602.7K
85,716
+2%
减持
AMPY
AMPLIFY ENERGY CORP NEW COM
+$581.4K
284,704
-0%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$400.8K
55,230
-0%
减持
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
+$398.3K
474,400
-1%
增持
FRSH
FRESHWORKS INC CLASS A COM
-$372.8K
118,930
+0%
减持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
-$369.9K
87,865
-10%
减持
BP
BP PLC ADR
+$331.8K
78,347
-1%
建仓
FXE
INVESCO CURRENCYSHARES EURO TRUST
+$325.3K
3,002
减持
MTCH
MATCH GROUP INC NEW COM
+$290.2K
66,154
-0%
增持
BILL
BILL HOLDINGS INC COM
+$289.8K
40,881
+1%
减持
CVS
CVS HEALTH CORP COM
+$208.4K
36,972
-1%
减持
T
AT&T INC
-$164.8K
377,607
-0%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$130.4K
9,721
+29%
增持
AAPL
APPLE INC COM
+$111.6K
2,248
+0%
减持
PFE
PFIZER INC COM
+$109.2K
106,277
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$90.9K
1,395
-0%
增持
HD
HOME DEPOT INC COM
+$81.0K
780
+22%
清仓
—
JUNIPER NETWORKS INC COM
-$79.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$50.0K
93,979
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$49.7K
2,822
-1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$46.5K
1,917
+30%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$40.2K
3,632
+22%
减持
APP
APPLOVIN CORP COM CL A
+$36.8K
118
-14%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$36.7K
345
增持
VOO
VANGUARD S&P 500 ETF
+$35.3K
309
+14%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$31.2K
88,609
-10%
增持
SCHP
SCHWAB US TIPS ETF
+$29.5K
8,992
+13%
清仓
GWRE
GUIDEWIRE SOFTWARE INC COM
-$25.9K
0
-100%
减持
ALAB
ASTERA LABS INC COM
+$24.4K
240
-4%
减持
URA
GLOBAL X URANIUM ETF
-$20.4K
1,200
-40%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$19.1K
380
-52%
减持
VPU
VANGUARD UTILITIES ETF
-$17.6K
400
-24%
减持
SIRI
SIRIUSXM HOLDINGS INC COMMON STOCK
+$13.8K
86,327
-1%
建仓
AMGN
AMGEN INC COM
+$11.9K
42
减持
COST
COSTCO WHSL CORP NEW COM
-$11.8K
152
-1%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$11.3K
210
-9%
增持
DIS
DISNEY WALT CO COM
-$10.2K
1,076
+0%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$9.8K
12,778
+1%
减持
NOW
SERVICENOW INC COM
-$9.6K
13
-38%
减持
PANW
PALO ALTO NETWORKS INC COM
-$8.0K
25
-61%
建仓
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
+$6.7K
100
减持
COPX
GLOBAL X COPPER MINERS ETF
-$4.8K
1,500
-29%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.4K
132
+3%
减持
TSLA
TESLA INC COM
-$4.1K
100
-35%
清仓
SAP
SAP SE SPON ADR
-$4.0K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$3.7K
30
清仓
LLY
ELI LILLY & CO COM
-$3.1K
0
-100%
减持
VB
VANGUARD SMALL-CAP ETF
-$3.1K
94
-18%
减持
META
META PLATFORMS INC CL A
-$3.1K
39
-9%
减持
GLD
SPDR GOLD SHARES
+$2.9K
171
-10%
清仓
DOCN
DIGITALOCEAN HLDGS INC COM
-$2.6K
0
-100%
减持
AVGO
BROADCOM INC COM
-$2.4K
22
-37%
清仓
—
MIND TECHNOLOGY INC COM NEW
-$2.1K
0
-100%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$2.0K
7
-36%
建仓
MIND
MIND TECHNOLOGY INC COM NEW
+$2.0K
250
建仓
—
CMB.TECH NV SHS
+$1.8K
190
清仓
—
LIVEONE INC COM
-$1.5K
0
-100%
清仓
—
GOLDEN OCEAN GROUP LTD SHS NEW
-$1.5K
0
-100%
清仓
BLK
BLACKROCK INC COM
-$1.0K
0
-100%
减持
ORCL
ORACLE CORP COM
-$968
2
-71%
建仓
RIOT
RIOT PLATFORMS INC COM
+$952
50
建仓
MARA
MARA HOLDINGS INC COM
+$913
50
建仓
LVO
LIVEONE INC COM NEW
+$826
200
清仓
CRM
SALESFORCE INC COM
-$818
0
-100%
清仓
V
VISA INC COM CL A
-$710
0
-100%
清仓
FISV
FISERV INC COM
-$517
0
-100%
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$501
109
+2%
清仓
BX
BLACKSTONE INC COM
-$449
0
-100%
增持
EMC
GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF
+$431
107
+8%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$295
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$191
18
+13%
增持
GILD
GILEAD SCIENCES INC COM
+$93
103
+1%
