13F 机构持仓

Inlight Wealth Management, LLC

ATLANTA GA · SEC CIK 0001731795

2026Q22026Q1 更早 9 个季度 🔒
$3.41亿2026Q1 申报市值
50持仓数
68.3%前十大占比 · 第一大 12.0%
1 / 177新建仓 / 清仓
申报市值走势$3.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 12.0%
IVE 11.1%
ISHG 7.2%
IVW 7.0%
RSP 6.5%
IJR 6.4%
COWZ 5.3%
VTV 5.1%
IQLT 4.4%
XLU 3.2%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$514.95万
VOE 加仓+$307.12万
RSP 加仓+$305.59万
VBR 加仓+$277.58万
IJR 加仓+$271.92万

2026Q1 卖出最多 按季末市值估算

CSL 清仓-$1.02亿
CEF 减仓-$1,869.29万
GDXJ 清仓-$706.90万
GDX 清仓-$665.09万
IJT 清仓-$39.58万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $35.09万0.10%5,892 63812.1% $3.80万 加仓
GOOG ALPHABET INC CAP STK CL C $40.37万0.12%1,407 120.9% $3,443 加仓
AAPL APPLE INC COM $57.39万0.17%2,261 110.5% $2,792 加仓
VGSH VANGUARD SHORT-TERM TREASURY ETF $90.49万0.27%15,457 1,80913.3% $10.59万 加仓
— AMPLIFY ENERGY CORP NEW COM $170.37万0.50%273,034 -9,262-3.3% -$5.78万 减仓
FRSH FRESHWORKS INC CLASS A COM $176.80万0.52%220,172 8,9254.2% $7.17万 加仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $191.77万0.56%83,091 -2,013-2.4% -$4.65万 减仓
MTCH MATCH GROUP INC NEW COM $196.17万0.58%63,877 -1,944-3.0% -$5.97万 减仓
BILL BILL HOLDINGS INC COM $226.04万0.66%59,019 8181.4% $3.13万 加仓
CVS CVS HEALTH CORP COM $236.50万0.69%32,929 -1,436-4.2% -$10.31万 减仓
PFE PFIZER INC COM $277.11万0.81%98,685 -1,660-1.7% -$4.66万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $320.82万0.94%6,695 -702-9.5% -$33.64万 减仓
CALF PACER US SMALL CAP CASH COWS ETF $331.08万0.97%73,787 -4,218-5.4% -$18.93万 减仓
BP BP PLC ADR $344.17万1.01%73,227 -2,352-3.1% -$11.05万 减仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $378.28万1.11%69,987 -113-0.2% -$6,108 减仓
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $425.11万1.25%70,733 -5,336-7.0% -$32.07万 减仓
VGK VANGUARD FTSE EUROPE ETF $558.07万1.64%67,702 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $643.58万1.89%128,203 14,01612.3% $70.36万 加仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $663.70万1.95%84,376 19,02129.1% $149.62万 加仓
VOD VODAFONE GROUP PLC SPONSORED ADR $674.52万1.98%449,081 -14,467-3.1% -$21.73万 减仓
T AT&T INC $745.20万2.19%432,223 27,0196.7% $46.58万 加仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $788.50万2.32%54,103 -734-1.3% -$10.70万 减仓
IJH ISHARES CORE S&P MID-CAP ETF $805.33万2.36%119,255 34,76641.1% $234.77万 加仓
VOE VANGUARD MID-CAP VALUE ETF $995.28万2.92%54,009 16,66644.6% $307.12万 加仓
VBR VANGUARD SMALL CAP VALUE ETF $1,020.45万3.00%46,971 12,77737.4% $277.58万 加仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $1,093.77万3.21%238,347 28,59113.6% $131.20万 加仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $1,496.53万4.39%323,714 43,38815.5% $200.58万 加仓
VTV VANGUARD VALUE ETF $1,751.39万5.14%89,265 10,22812.9% $200.67万 加仓
COWZ PACER US CASH COWS 100 ETF $1,795.42万5.27%286,992 29,34911.4% $183.61万 加仓
IJR ISHARES CORE S&P SMALL CAP ETF $2,167.04万6.36%200,446 25,15214.3% $271.92万 加仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $2,219.27万6.52%115,635 15,92316.0% $305.59万 加仓
IVW ISHARES S&P 500 GROWTH ETF $2,385.46万7.00%210,897 00.0% — 不变
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF $2,469.05万7.25%332,827 16,5765.2% $122.97万 加仓
IVE ISHARES S&P 500 VALUE ETF $3,785.77万11.12%179,293 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $4,081.74万11.98%636,976 80,36114.4% $514.95万 加仓