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
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $4,081.74万11.98%636,976 80,36114.4% $514.95万 加仓
IVE ISHARES S&P 500 VALUE ETF $3,785.77万11.12%179,293 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
IVW ISHARES S&P 500 GROWTH ETF $2,385.46万7.00%210,897 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $2,219.27万6.52%115,635 15,92316.0% $305.59万 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
COWZ PACER US CASH COWS 100 ETF $1,795.42万5.27%286,992 29,34911.4% $183.61万 加仓
VTV VANGUARD VALUE ETF $1,751.39万5.14%89,265 10,22812.9% $200.67万 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
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $1,093.77万3.21%238,347 28,59113.6% $131.20万 加仓
VBR VANGUARD SMALL CAP VALUE ETF $1,020.45万3.00%46,971 12,77737.4% $277.58万 加仓
VOE VANGUARD MID-CAP VALUE ETF $995.28万2.92%54,009 16,66644.6% $307.12万 加仓
IJH ISHARES CORE S&P MID-CAP ETF $805.33万2.36%119,255 34,76641.1% $234.77万 加仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $788.50万2.32%54,103 -734-1.3% -$10.70万 减仓
T AT&T INC $745.20万2.19%432,223 27,0196.7% $46.58万 加仓
VOD VODAFONE GROUP PLC SPONSORED ADR $674.52万1.98%449,081 -14,467-3.1% -$21.73万 减仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $663.70万1.95%84,376 19,02129.1% $149.62万 加仓
VZ VERIZON COMMUNICATIONS INC $643.58万1.89%128,203 14,01612.3% $70.36万 加仓
VGK VANGUARD FTSE EUROPE ETF $558.07万1.64%67,702 00.0% — 不变
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $425.11万1.25%70,733 -5,336-7.0% -$32.07万 减仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $378.28万1.11%69,987 -113-0.2% -$6,108 减仓
BP BP PLC ADR $344.17万1.01%73,227 -2,352-3.1% -$11.05万 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
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $320.82万0.94%6,695 -702-9.5% -$33.64万 减仓
PFE PFIZER INC COM $277.11万0.81%98,685 -1,660-1.7% -$4.66万 减仓
CVS CVS HEALTH CORP COM $236.50万0.69%32,929 -1,436-4.2% -$10.31万 减仓
BILL BILL HOLDINGS INC COM $226.04万0.66%59,019 8181.4% $3.13万 加仓
MTCH MATCH GROUP INC NEW COM $196.17万0.58%63,877 -1,944-3.0% -$5.97万 减仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $191.77万0.56%83,091 -2,013-2.4% -$4.65万 减仓
FRSH FRESHWORKS INC CLASS A COM $176.80万0.52%220,172 8,9254.2% $7.17万 加仓
— AMPLIFY ENERGY CORP NEW COM $170.37万0.50%273,034 -9,262-3.3% -$5.78万 减仓
VGSH VANGUARD SHORT-TERM TREASURY ETF $90.49万0.27%15,457 1,80913.3% $10.59万 加仓
AAPL APPLE INC COM $57.39万0.17%2,261 110.5% $2,792 加仓
GOOG ALPHABET INC CAP STK CL C $40.37万0.12%1,407 120.9% $3,443 加仓
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $35.09万0.10%5,892 63812.1% $3.80万 加仓
SLV ISHARES SILVER TRUST $34.66万0.10%5,087 00.0% — 不变
SCHP SCHWAB US TIPS ETF $34.24万0.10%12,868 1,21210.4% $3.23万 加仓
CEF SPROTT PHYSICAL GOLD & SILVER TRUST $34.15万0.10%7,156 -391,721-98.2% -$1,869.29万 减仓
— WARNER BROS DISCOVERY INC COM SER A $34.08万0.10%12,409 1191.0% $3,268 加仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $32.78万0.10%3,169 40114.5% $4.15万 加仓
FXE INVESCO CURRENCYSHARES EURO TRUST $32.03万0.09%3,002 00.0% — 不变
HD HOME DEPOT INC COM $27.96万0.08%850 709.0% $2.30万 加仓
NVDA NVIDIA CORPORATION COM $27.84万0.08%1,596 60.4% $1,046 加仓
MSFT MICROSOFT CORP COM $26.33万0.08%711 00.0% — 不变
— EXXON MOBIL CORP COM $23.99万0.07%1,414 -112-7.3% -$1.90万 减仓
SCHX SCHWAB U.S. LARGE-CAP ETF $23.90万0.07%9,322 00.0% — 不变
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $22.98万0.07%1,940 -1,588-45.0% -$18.81万 减仓
VOO VANGUARD S&P 500 ETF $22.37万0.07%374 51.4% $2,990 加仓
IEFA ISHARES CORE MSCI EAFE ETF $21.57万0.06%2,383 2,383— $21.57万 新建仓
WK WORKIVA INC COM CL A $21.51万0.06%3,607 00.0% — 不变
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