Inlight Wealth Management, LLC
ATLANTA GA · SEC CIK 0001731795
$3.94亿2026Q2 申报市值
62持仓数
68.3%前十大占比 · 第一大 12.5%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VEA 加仓+$371.16万
NOW 重新持有+$333.44万
VBR 加仓+$197.63万
IJR 加仓+$191.89万
VOE 加仓+$191.69万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$23.99万
WK 清仓-$21.51万
DGS 减仓-$20.93万
CALF 减仓-$17.32万
CVS 减仓-$11.12万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,414 | -100.0% | -$23.99万 | 清仓 |
| WK | WORKIVA INC COM CL A | $0 | 0.00% | 0 | -3,607 | -100.0% | -$21.51万 | 清仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $20.61万 | 0.05% | 837 | 837 | — | $20.61万 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $21.73万 | 0.06% | 2,960 | 2,960 | — | $21.73万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.74万 | 0.06% | 215 | 41 | 23.6% | $4.15万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC COM | $22.09万 | 0.06% | 531 | 531 | — | $22.09万 | 新建仓 |
| CEF | SPROTT PHYSICAL GOLD & SILVER TRUST | $22.50万 | 0.06% | 5,593 | -1,563 | -21.8% | -$6.29万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $22.68万 | 0.06% | 612 | 40 | 7.0% | $1.48万 | 重新持有 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $23.02万 | 0.06% | 2,383 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $23.13万 | 0.06% | 647 | 1 | 0.2% | $357 | 重新持有 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $23.20万 | 0.06% | 1,468 | 1,468 | — | $23.20万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $23.81万 | 0.06% | 1,436 | 733 | 104.3% | $12.15万 | 重新持有 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $24.76万 | 0.06% | 2,594 | 2,594 | — | $24.76万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $25.28万 | 0.06% | 339 | 232 | 216.8% | $17.30万 | 重新持有 |
| VOO | VANGUARD S&P 500 ETF | $25.37万 | 0.06% | 369 | -5 | -1.3% | -$3,438 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $26.52万 | 0.07% | 1,940 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $26.56万 | 0.07% | 712 | 1 | 0.1% | $373 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $26.97万 | 0.07% | 824 | 397 | 93.0% | $13.00万 | 重新持有 |
| SLV | ISHARES SILVER TRUST | $27.20万 | 0.07% | 5,087 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $27.44万 | 0.07% | 9,322 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $27.44万 | 0.07% | 2,602 | -400 | -13.3% | -$4.22万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $27.46万 | 0.07% | 2,009 | 2,009 | — | $27.46万 | 新建仓 |
| HD | HOME DEPOT INC COM | $32.45万 | 0.08% | 920 | 70 | 8.2% | $2.47万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $33.49万 | 0.09% | 12,561 | 152 | 1.2% | $4,052 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $33.97万 | 0.09% | 1,698 | 102 | 6.4% | $2.04万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $34.96万 | 0.09% | 3,422 | 253 | 8.0% | $2.58万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $36.52万 | 0.09% | 13,780 | 912 | 7.1% | $2.42万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $37.91万 | 0.10% | 6,427 | 535 | 9.1% | $3.16万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $56.76万 | 0.14% | 1,606 | 199 | 14.1% | $7.03万 | 加仓 |
| AAPL | APPLE INC COM | $65.48万 | 0.17% | 2,263 | 2 | 0.1% | $579 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $66.88万 | 0.17% | 893 | 796 | 820.6% | $59.61万 | 重新持有 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $97.92万 | 0.25% | 16,825 | 1,368 | 8.9% | $7.96万 | 加仓 |
| — | AMPLIFY ENERGY CORP NEW COM | $107.37万 | 0.27% | 269,773 | -3,261 | -1.2% | -$1.30万 | 减仓 |
| BILL | BILL HOLDINGS INC COM | $228.28万 | 0.58% | 63,131 | 4,112 | 7.0% | $14.87万 | 加仓 |
| PFE | PFIZER INC COM | $236.96万 | 0.60% | 98,407 | -278 | -0.3% | -$6,694 | 减仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $239.69万 | 0.61% | 236,845 | 16,673 | 7.6% | $16.87万 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $240.89万 | 0.61% | 63,308 | -569 | -0.9% | -$2.17万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $244.77万 | 0.62% | 82,859 | -232 | -0.3% | -$6,853 | 减仓 |
| BP | BP PLC ADR | $269.22万 | 0.68% | 72,862 | -365 | -0.5% | -$1.35万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $329.53万 | 0.84% | 31,854 | -1,075 | -3.3% | -$11.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $331.83万 | 0.84% | 6,632 | -63 | -0.9% | -$3.15万 | 减仓 |
| NOW | SERVICENOW INC COM | $334.04万 | 0.85% | 33,646 | 33,586 | 55,976.7% | $333.44万 | 重新持有 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $356.12万 | 0.90% | 70,365 | -3,422 | -4.6% | -$17.32万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $418.80万 | 1.06% | 70,163 | 176 | 0.3% | $1.05万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $436.78万 | 1.11% | 67,498 | -3,235 | -4.6% | -$20.93万 | 减仓 |
| T | AT&T INC | $572.64万 | 1.45% | 449,301 | 17,078 | 4.0% | $21.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $584.94万 | 1.49% | 138,154 | 9,951 | 7.8% | $42.13万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $590.05万 | 1.50% | 446,161 | -2,920 | -0.7% | -$3.86万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $599.43万 | 1.52% | 67,702 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $886.80万 | 2.25% | 53,876 | -227 | -0.4% | -$3.74万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $962.50万 | 2.44% | 94,086 | 9,710 | 11.5% | $99.33万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,103.20万 | 2.80% | 143,068 | 23,813 | 20.0% | $183.62万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1,168.94万 | 2.97% | 257,816 | 19,469 | 8.2% | $88.27万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1,258.91万 | 3.20% | 63,710 | 9,701 | 18.0% | $191.69万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1,338.98万 | 3.40% | 55,104 | 8,133 | 17.3% | $197.63万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $1,741.78万 | 4.42% | 351,520 | 27,806 | 8.6% | $137.78万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,878.46万 | 4.77% | 302,004 | 15,012 | 5.2% | $93.37万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2,052.96万 | 5.21% | 94,203 | 4,938 | 5.5% | $107.61万 | 加仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $2,569.85万 | 6.53% | 346,131 | 13,304 | 4.0% | $98.78万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,629.48万 | 6.68% | 123,583 | 7,948 | 6.9% | $169.11万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,803.36万 | 7.12% | 215,175 | 14,729 | 7.3% | $191.89万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2,900.47万 | 7.36% | 210,897 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4,071.03万 | 10.34% | 179,293 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,909.61万 | 12.47% | 689,068 | 52,092 | 8.2% | $371.16万 | 加仓 |