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
CSL CARLISLE COS INC COM $00.00%0 -320,026-100.0% -$1.02亿 清仓
GDXJ VANECK JUNIOR GOLD MINERS ETF $00.00%0 -62,129-100.0% -$706.90万 清仓
GDX VANECK GOLD MINERS ETF $00.00%0 -77,543-100.0% -$665.09万 清仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $00.00%0 -2,804-100.0% -$39.58万 清仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $00.00%0 -2,800-100.0% -$36.85万 清仓
GSAT GLOBALSTAR INC COM NEW $00.00%0 -5,866-100.0% -$35.81万 清仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $00.00%0 -3,024-100.0% -$30.35万 清仓
GOOGL ALPHABET INC CAP STK CL A $00.00%0 —— — 申报中断
MAR MARRIOTT INTL INC NEW CL A $00.00%0 —— — 申报中断
ATO ATMOS ENERGY CORP COM $00.00%0 -1,000-100.0% -$16.76万 清仓
NSC NORFOLK SOUTHN CORP COM $00.00%0 -541-100.0% -$15.62万 清仓
GS GOLDMAN SACHS GROUP INC COM $00.00%0 —— — 申报中断
JNJ JOHNSON & JOHNSON COM $00.00%0 -732-100.0% -$15.15万 清仓
JPM JPMORGAN CHASE & CO. COM $00.00%0 —— — 申报中断
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $00.00%0 -899-100.0% -$13.37万 清仓
WELL WELLTOWER INC COM $00.00%0 -720-100.0% -$13.36万 清仓
COST COSTCO WHOLESALE CORPORATION COM $00.00%0 -152-100.0% -$13.11万 清仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF $00.00%0 -523-100.0% -$13.09万 清仓
IAU ISHARES GOLD TRUST $00.00%0 -1,606-100.0% -$13.04万 清仓
VTI VANGUARD TOTAL STOCK MARKET ETF $00.00%0 -383-100.0% -$12.84万 清仓
EPD ENTERPRISE PRODS PARTNERS L P COM $00.00%0 -4,000-100.0% -$12.82万 清仓
ISRG INTUITIVE SURGICAL INC COM NEW $00.00%0 -221-100.0% -$12.52万 清仓
DIS DISNEY WALT CO COM $00.00%0 -1,071-100.0% -$12.18万 清仓
EFA ISHARES MSCI EAFE ETF $00.00%0 -1,261-100.0% -$12.11万 清仓
DLR DIGITAL RLTY TR INC COM $00.00%0 -770-100.0% -$11.91万 清仓
COPX GLOBAL X COPPER MINERS ETF $00.00%0 -1,500-100.0% -$10.77万 清仓
CVX CHEVRON CORP NEW COM $00.00%0 —— — 申报中断
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -2,700-100.0% -$9.99万 清仓
LII LENNOX INTL INC COM $00.00%0 -203-100.0% -$9.86万 清仓
ITW ILLINOIS TOOL WKS INC COM $00.00%0 -379-100.0% -$9.33万 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -500-100.0% -$9.19万 清仓
TXRH TEXAS ROADHOUSE INC COM $00.00%0 -534-100.0% -$8.86万 清仓
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $00.00%0 -366-100.0% -$8.83万 清仓
BWZ SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF $00.00%0 -3,189-100.0% -$8.74万 清仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $00.00%0 -394-100.0% -$8.46万 清仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $00.00%0 -2,500-100.0% -$8.15万 清仓
UPS UNITED PARCEL SERVICE INC CL B $00.00%0 -807-100.0% -$8.00万 清仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $00.00%0 -559-100.0% -$7.78万 清仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $00.00%0 -3,127-100.0% -$7.52万 清仓
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $00.00%0 -851-100.0% -$7.50万 清仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $00.00%0 -1,104-100.0% -$7.42万 清仓
VPU VANGUARD UTILITIES ETF $00.00%0 -400-100.0% -$7.40万 清仓
SPY SPDR S&P 500 ETF TRUST $00.00%0 —— — 申报中断
GLD SPDR GOLD SHARES $00.00%0 -171-100.0% -$6.78万 清仓
IVV ISHARES CORE S&P 500 ETF $00.00%0 —— — 申报中断
TSLA TESLA INC COM $00.00%0 -135-100.0% -$6.07万 清仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $00.00%0 -839-100.0% -$5.99万 清仓
NNN NNN REIT INC COM $00.00%0 -1,334-100.0% -$5.29万 清仓
— AVALONBAY CMNTYS INC COM $00.00%0 -289-100.0% -$5.24万 清仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $00.00%0 -235-100.0% -$5.16万 清仓
URA GLOBAL X URANIUM ETF $00.00%0 -1,200-100.0% -$5.13万 清仓
MUB ISHARES NATIONAL MUNI BOND ETF $00.00%0 -445-100.0% -$4.77万 清仓
TJX TJX COS INC NEW COM $00.00%0 -300-100.0% -$4.61万 清仓
AMZN AMAZON COM INC COM $00.00%0 -199-100.0% -$4.59万 清仓
PINS PINTEREST INC CL A $00.00%0 -1,770-100.0% -$4.58万 清仓
ABBV ABBVIE INC COM $00.00%0 -200-100.0% -$4.57万 清仓
OMDA OMADA HEALTH INC COM $00.00%0 -2,832-100.0% -$4.47万 清仓
VHT VANGUARD HEALTH CARE ETF $00.00%0 -152-100.0% -$4.38万 清仓
NFG NATIONAL FUEL GAS CO COM $00.00%0 -500-100.0% -$4.00万 清仓
PM PHILIP MORRIS INTL INC COM $00.00%0 -239-100.0% -$3.83万 清仓
LOW LOWES COS INC COM $00.00%0 -155-100.0% -$3.74万 清仓
EMR EMERSON ELEC CO COM $00.00%0 -256-100.0% -$3.40万 清仓
CAT CATERPILLAR INC COM $00.00%0 -58-100.0% -$3.32万 清仓
TTE TOTALENERGIES SE ACT $00.00%0 -500-100.0% -$3.27万 清仓
GD GENERAL DYNAMICS CORP COM $00.00%0 -97-100.0% -$3.27万 清仓
HSBC HSBC HLDGS PLC SPON ADR NEW $00.00%0 -400-100.0% -$3.15万 清仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $00.00%0 -236-100.0% -$3.07万 清仓
NFLX NETFLIX INC. COM $00.00%0 -320-100.0% -$3.00万 清仓
VV VANGUARD LARGE-CAP ETF $00.00%0 -94-100.0% -$2.96万 清仓
— SPARKLINE INTANGIBLE VALUE ETF $00.00%0 -774-100.0% -$2.87万 清仓
RCL ROYAL CARIBBEAN GROUP COM $00.00%0 -101-100.0% -$2.83万 清仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $00.00%0 -1,250-100.0% -$2.79万 清仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $00.00%0 -100-100.0% -$2.68万 清仓
MO ALTRIA GROUP INC COM $00.00%0 -463-100.0% -$2.67万 清仓
VB VANGUARD SMALL-CAP ETF $00.00%0 -94-100.0% -$2.42万 清仓
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS $00.00%0 -1,500-100.0% -$2.38万 清仓
SHOP SHOPIFY INC CL A SUB VTG SHS $00.00%0 -145-100.0% -$2.33万 清仓
UBER UBER TECHNOLOGIES INC COM $00.00%0 -284-100.0% -$2.32万 清仓
— CADENCE BANK COM $00.00%0 -500-100.0% -$2.14万 清仓
CRWD CROWDSTRIKE HLDGS INC CL A $00.00%0 -45-100.0% -$2.11万 清仓
OXY OCCIDENTAL PETE CORP COM $00.00%0 -500-100.0% -$2.06万 清仓
GE GE AEROSPACE COM NEW $00.00%0 -64-100.0% -$1.98万 清仓
NET CLOUDFLARE INC CL A COM $00.00%0 -100-100.0% -$1.97万 清仓
KO COCA COLA CO COM $00.00%0 -277-100.0% -$1.94万 清仓
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $00.00%0 -223-100.0% -$1.79万 清仓
SCHB SCHWAB U.S. BROAD MARKET ETF $00.00%0 -675-100.0% -$1.77万 清仓
MMM 3M CO COM $00.00%0 -110-100.0% -$1.76万 清仓
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $00.00%0 -200-100.0% -$1.65万 清仓
RTX RTX CORPORATION COM $00.00%0 -81-100.0% -$1.49万 清仓
AMGN AMGEN INC COM $00.00%0 -42-100.0% -$1.37万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -258-100.0% -$1.28万 清仓
GILD GILEAD SCIENCES INC COM $00.00%0 -103-100.0% -$1.27万 清仓
CSCO CISCO SYS INC COM $00.00%0 -159-100.0% -$1.22万 清仓
META META PLATFORMS INC CL A $00.00%0 -18-100.0% -$1.19万 清仓
DVY ISHARES SELECT DIVIDEND ETF $00.00%0 -73-100.0% -$1.03万 清仓
GEV GE VERNOVA INC COM $00.00%0 -15-100.0% -$9,804 清仓
U UNITY SOFTWARE INC COM $00.00%0 -212-100.0% -$9,364 清仓
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART $00.00%0 -400-100.0% -$9,292 清仓
NOW SERVICENOW INC COM $00.00%0 —— — 申报中断
MDLZ MONDELEZ INTL INC CL A $00.00%0 -167-100.0% -$8,990 清仓