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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 1
增持 25
减持 14
清仓 110
方向
标的
Δ市值
现股数(环比)
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TRUST
-$17.9M
7,156
-98%
清仓
GDXJ
VANECK JUNIOR GOLD MINERS ETF
-$7.1M
0
-100%
清仓
GDX
VANECK GOLD MINERS ETF
-$6.7M
0
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。
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.0M
636,976
+14%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.7M
200,446
+14%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$3.3M
54,009
+45%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.1M
115,635
+16%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$3.0M
46,971
+37%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.5M
119,255
+41%
增持
COWZ
PACER US CASH COWS 100 ETF
+$2.5M
286,992
+11%
增持
VTV
VANGUARD VALUE ETF
+$2.4M
89,265
+13%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$2.2M
323,714
+15%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$2.0M
238,347
+14%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.9M
84,376
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
128,203
+12%
增持
T
AT&T INC
+$1.7M
432,223
+7%
增持
BILL
BILL HOLDINGS INC COM
-$913.9K
59,019
+1%
增持
ISHG
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
+$895.8K
332,827
+5%
增持
FRSH
FRESHWORKS INC CLASS A COM
-$819.8K
220,172
+4%
减持
BP
BP PLC ADR
+$816.8K
73,227
-3%
减持
VOD
VODAFONE GROUP PLC SPONSORED ADR
+$621.7K
449,081
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$509.9K
6,695
-9%
减持
AMPY
AMPLIFY ENERGY CORP NEW COM
+$413.6K
273,034
-3%
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$395.8K
0
-100%
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$368.5K
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$362.2K
32,929
-4%
清仓
GSAT
GLOBALSTAR INC COM NEW
-$358.1K
0
-100%
清仓
CSL
CARLISLE COS INC COM
-$320.0K
0
-100%
清仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$303.5K
0
-100%
减持
PFE
PFIZER INC COM
+$272.5K
98,685
-2%
减持
SIRI
SIRIUSXM HOLDINGS INC COMMON STOCK
+$216.1K
83,091
-2%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$215.7K
2,383
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$202.3K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW CL A
-$177.5K
0
-100%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$171.4K
1,940
-45%
清仓
ATO
ATMOS ENERGY CORP COM
-$167.6K
0
-100%
减持
MTCH
MATCH GROUP INC NEW COM
-$163.7K
63,877
-3%
清仓
NSC
NORFOLK SOUTHN CORP COM
-$156.2K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$152.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON COM
-$151.5K
0
-100%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$150.3K
73,787
-5%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$150.2K
54,103
-1%
清仓
JPM
JPMORGAN CHASE & CO. COM
-$137.6K
0
-100%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$133.7K
0
-100%
清仓
WELL
WELLTOWER INC COM
-$133.6K
0
-100%
清仓
COST
COSTCO WHOLESALE CORPORATION COM
-$131.1K
0
-100%
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$130.9K
0
-100%
清仓
IAU
ISHARES GOLD TRUST
-$130.4K
0
-100%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$128.4K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$128.2K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$125.2K
0
-100%
清仓
DIS
DISNEY WALT CO COM
-$121.8K
0
-100%
清仓
EFA
ISHARES MSCI EAFE ETF
-$121.1K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC COM
-$119.1K
0
-100%
清仓
COPX
GLOBAL X COPPER MINERS ETF
-$107.7K
0
-100%
清仓
CVX
CHEVRON CORP NEW COM
-$107.1K
0
-100%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$103.3K
15,457
+13%
减持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
-$103.1K
70,733
-7%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$99.9K
0
-100%
清仓
LII
LENNOX INTL INC COM
-$98.6K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC COM
-$93.3K
0
-100%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$91.9K
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC COM
-$88.6K
0
-100%
清仓
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
-$88.3K
0
-100%
清仓
BWZ
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
-$87.4K
0
-100%
清仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$84.6K
0
-100%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$81.5K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$80.0K
0
-100%
清仓
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-$77.8K
0
-100%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$75.2K
0
-100%
清仓
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$75.0K
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$74.2K
0
-100%
清仓
VPU
VANGUARD UTILITIES ETF
-$74.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TRUST
-$73.0K
0
-100%
清仓
GLD
SPDR GOLD SHARES
-$67.8K
0
-100%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$66.4K
0
-100%
清仓
TSLA
TESLA INC COM
-$60.7K
0
-100%
清仓
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$59.9K
0
-100%
减持
—
EXXON MOBIL CORP COM
+$56.3K
1,414
-7%
清仓
NNN
NNN REIT INC COM
-$52.9K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC COM
-$52.4K
0
-100%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$51.6K
0
-100%
清仓
URA
GLOBAL X URANIUM ETF
-$51.3K
0
-100%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$47.7K
0
-100%
清仓
TJX
TJX COS INC NEW COM
-$46.1K
0
-100%
清仓
AMZN
AMAZON COM INC COM
-$45.9K
0
-100%
清仓
PINS
PINTEREST INC CL A
-$45.8K
0
-100%
清仓
ABBV
ABBVIE INC COM
-$45.7K
0
-100%
清仓
OMDA
OMADA HEALTH INC COM
-$44.7K
0
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$44.4K
3,169
+14%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$43.8K
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO COM
-$40.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC COM
-$38.3K
0
-100%
增持
AAPL
APPLE INC COM
-$37.7K
2,261
+0%
清仓
LOW
LOWES COS INC COM
-$37.4K
0
-100%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$36.0K
5,892
+12%
增持
GOOG
ALPHABET INC CAP STK CL C
-$34.1K
1,407
+1%
清仓
EMR
EMERSON ELEC CO COM
-$34.0K
0
-100%
增持
SCHP
SCHWAB US TIPS ETF
+$33.6K
12,868
+10%
清仓
CAT
CATERPILLAR INC COM
-$33.2K
0
-100%
清仓
—
TOTALENERGIES SE ACT
-$32.7K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP COM
-$32.7K
0
-100%
清仓
HSBC
HSBC HLDGS PLC SPON ADR NEW
-$31.5K
0
-100%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$30.7K
0
-100%
清仓
NFLX
NETFLIX INC. COM
-$30.0K
0
-100%
清仓
VV
VANGUARD LARGE-CAP ETF
-$29.6K
0
-100%
清仓
ITAN
SPARKLINE INTANGIBLE VALUE ETF
-$28.7K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$28.3K
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
-$27.9K
0
-100%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$26.8K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$26.7K
0
-100%
清仓
VB
VANGUARD SMALL-CAP ETF
-$24.2K
0
-100%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
-$23.8K
0
-100%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$23.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$23.2K
0
-100%
清仓
CADE
CADENCE BANK COM
-$21.4K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$21.1K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$20.6K
0
-100%
清仓
GE
GE AEROSPACE COM NEW
-$19.8K
0
-100%
清仓
NET
CLOUDFLARE INC CL A COM
-$19.7K
0
-100%
清仓
KO
COCA COLA CO COM
-$19.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
-$18.2K
1,596
+0%
清仓
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$17.9K
0
-100%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$17.7K
0
-100%
清仓
MMM
3M CO COM
-$17.6K
0
-100%
清仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
-$16.5K
0
-100%
清仓
RTX
RTX CORPORATION COM
-$14.9K
0
-100%
清仓
AMGN
AMGEN INC COM
-$13.7K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$12.8K
0
-100%
清仓
GILD
GILEAD SCIENCES INC COM
-$12.7K
0
-100%
清仓
CSCO
CISCO SYS INC COM
-$12.2K
0
-100%
清仓
META
META PLATFORMS INC CL A
-$11.9K
0
-100%
增持
HD
HOME DEPOT INC COM
+$11.2K
850
+9%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$10.3K
0
-100%
清仓
GEV
GE VERNOVA INC COM
-$9.8K
0
-100%
清仓
U
UNITY SOFTWARE INC COM
-$9.4K
0
-100%
清仓
ARLP
ALLIANCE RESOURCE PARTNERS L P UT LTD PART
-$9.3K
0
-100%
清仓
NOW
SERVICENOW INC COM
-$9.2K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$9.0K
0
-100%
清仓
BAC
BANK AMERICA CORP COM
-$8.7K
0
-100%
清仓
—
GARMIN LTD SHS
-$8.7K
0
-100%
清仓
ETG
EATON VANCE TX ADV GLBL DIV FD COM
-$8.5K
0
-100%
清仓
ACP
ABRDN INCOME CREDIT STRATEGIES COM
-$8.4K
0
-100%
清仓
WGO
WINNEBAGO INDS INC COM
-$8.1K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD SHS
-$8.0K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
-$7.9K
374
+1%
清仓
PG
PROCTER & GAMBLE CO COM
-$7.9K
0
-100%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$7.8K
0
-100%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$7.5K
0
-100%
清仓
ZS
ZSCALER INC COM
-$7.4K
0
-100%
