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Livermore
Livermore
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Inlight Wealth Management, LLC

SEC CIK
0001731795
最新申報
2026/7/28

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
249
較 2025 年第 1 季 −39
總值
$1.93 億
較 2025 年第 1 季 +$3,164 萬 (+19.6%)
申報日
2025/7/22
SEC
Inlight Wealth Management, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF416,549$2,375 萬12.3%+36,317+9.6%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT69,709$1,267 萬6.6%+5,948+9.3%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN402,557$1,212 萬6.3%−10,738−2.6%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF134,894$1,189 萬6.2%+11,524+9.3%加碼–
iShares Tr4642881253YRTB ETF142,544$1,091 萬5.6%+142,544新進–
Pacer US Cash Cows 100 ETF69374H881ETF196,227$1,081 萬5.6%+15,371+8.5%加碼–
Vanguard Morningstar Value ETF922908744ETF58,455$1,033 萬5.3%+5,129+9.6%加碼–
iShares Tr46434V456MSCI INTL QUALTY205,268$887.2 萬4.6%+18,766+10.1%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF55,344$731.3 萬3.8%+96+0.2%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF84,161$687.3 萬3.6%+45,614+118.3%加碼–
UBERUber Technologies, IncStock69,511$648.5 萬3.4%−1,750−2.5%減碼歷史
TAT&T Inc.Stock378,555$588.6 萬3.0%−676−0.2%減碼歷史
WisdomTree Tr97717W281EMG MKTS SMCAP97,519$538.7 萬2.8%−4,643−4.5%減碼–
VODVodafone Group Public Ltd CoADR478,865$510.5 萬2.6%−12,209−2.5%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE62,917$425.3 萬2.2%−597−0.9%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF78,606$409.2 萬2.1%−752−0.9%減碼–
VZVerizon Communications IncStock94,301$408.0 萬2.1%+417+0.4%加碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF98,217$391.1 萬2.0%−6,439−6.2%減碼–
BRK.BBerkshire Hathaway IncStock7,488$363.7 萬1.9%−5,446−42.1%減碼歷史
PFEPfizer IncStock107,210$259.9 萬1.3%−4,961−4.4%減碼歷史
CVSCVS Health CorpStock37,387$257.9 萬1.3%−2,269−5.7%減碼歷史
BPBP PLCADR79,119$236.8 萬1.2%−4,661−5.6%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF10,544$205.6 萬1.1%+5,952+129.6%加碼–
MTCHMatch Group, Inc.COM66,247$204.6 萬1.1%−1,614−2.4%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK86,874$199.5 萬1.0%−5,427−5.9%減碼歷史
BILLBILL Holdings, Inc.Stock40,547$187.6 萬1.0%+40,547新進歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF11,010$181.1 萬0.9%+6,656+152.9%加碼–
FRSHFreshworks Inc.Stock118,886$177.3 萬0.9%+118,886新進歷史
iShares Core S&P Mid-Cap ETF464287507ETF25,432$157.7 萬0.8%+15,405+153.6%加碼–
iShares Inc46434G764MSCI EMRG CHN20,723$130.8 萬0.7%+12,158+141.9%加碼–
AMPYAmplify Energy Corp.COM285,400$91.3 萬0.5%−15,742−5.2%減碼歷史
AAPLApple Inc.Stock2,247$46.1 萬0.2%−4−0.2%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS7,514$44.2 萬0.2%+2,545+51.2%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF69,969$38.2 萬0.2%−65−0.1%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,804$37.3 萬0.2%00.0%不變–
MSFTMicrosoft CorpStock707$35.1 萬0.2%−38−5.1%減碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF3,528$35.1 萬0.2%00.0%不變–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,800$34.6 萬0.2%00.0%不變–
CSLCarlisle Companies IncCOM320,026$32.0 萬0.2%00.0%不變歷史
NVDANVIDIA CorpStock1,660$26.2 萬0.1%+43+2.7%加碼歷史
GOOGAlphabet Inc.Stock1,402$24.9 萬0.1%−195−12.2%減碼歷史
WKWorkiva IncCOM CL A3,607$24.7 萬0.1%00.0%不變歷史
HDHome Depot, Inc.Stock641$23.5 萬0.1%−1−0.2%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF9,322$22.8 萬0.1%+123+1.3%加碼–
Schwab US Tips ETF808524870ETF7,978$21.3 萬0.1%+1,789+28.9%加碼–
iShares S&P 500 Growth ETF464287309ETF210,897$21.1 萬0.1%00.0%不變–
iShares S&P 500 Value ETF464287408ETF179,293$19.9 萬0.1%00.0%不變–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,974$17.8 萬0.1%+875+41.7%加碼–
SLViShares Silver TrustETF5,087$16.7 萬0.1%00.0%不變歷史
XOMExxonMobil Holdings CorpCOM1,526$16.5 萬0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM2,855$16.0 萬0.1%00.0%不變歷史
MARMarriott International IncStock572$15.6 萬0.1%00.0%不變歷史
ATOAtmos Energy CorpCOM1,000$15.4 萬0.1%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF271$15.4 萬0.1%+134+97.8%加碼–
COSTCostco Wholesale CorpStock154$15.2 萬0.1%−1−0.6%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF1,474$15.2 萬0.1%+515+53.7%加碼–
NSCNorfolk Southern CorpStock541$13.8 萬0.1%+541新進歷史
GSATGlobalstar, Inc.COM NEW5,866$13.8 萬0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM770$13.4 萬0.1%00.0%不變歷史
DISWalt Disney CoStock1,075$13.3 萬0.1%−10−0.9%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF523$12.6 萬0.1%00.0%不變–
EPDEnterprise Products Partners L.P.Stock4,000$12.4 萬0.1%−1,256−23.9%減碼歷史
JPMJPMorgan Chase & CoStock427$12.4 萬0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock174$12.3 萬0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW221$12.0 萬0.1%−3−1.3%減碼歷史
LIILennox International IncCOM203$11.6 萬0.1%00.0%不變歷史
GOOGLAlphabet Inc.Stock646$11.4 萬0.1%+1+0.2%加碼歷史
iShares MSCI Eafe ETF464287465ETF1,261$11.3 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock732$11.2 萬0.1%00.0%不變歷史
WELLWelltower Inc.REIT720$11.1 萬0.1%00.0%不變歷史
CVXChevron CorpStock703$10.1 萬0.1%−1−0.1%減碼歷史
IAUiShares Gold TrustETF1,606$10.0 萬0.1%00.0%不變歷史
TXRHTexas Roadhouse, Inc.COM534$10.0 萬0.1%00.0%不變歷史
Global X FDS37954Y830GLOBAL X COPPER2,100$9.45 萬<0.1%00.0%不變–
ITWIllinois Tool Works IncStock379$9.37 萬<0.1%00.0%不變歷史
Vanguard Utilities ETF92204A876ETF529$9.34 萬<0.1%00.0%不變–
SPDR Series Trust78464A334SST SPDR BLOOMBE3,189$8.95 萬<0.1%+3,189新進–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,000$8.76 萬<0.1%00.0%不變–
UPSUnited Parcel Service IncStock807$8.15 萬<0.1%−577−41.7%減碼歷史
JNPRJuniper Networks IncCOM2,000$7.99 萬<0.1%00.0%不變歷史
Global X Uranium ETF37954Y871ETF2,000$7.76 萬<0.1%00.0%不變–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF366$7.72 萬<0.1%00.0%不變–
SPDR Series Trust78464A763ST STR SP DIV559$7.59 萬<0.1%00.0%不變–
iShares Tr464288760US AER DEF ETF394$7.43 萬<0.1%00.0%不變–
HOODRobinhood Markets, Inc.Stock785$7.35 萬<0.1%−330−29.6%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD851$6.99 萬<0.1%00.0%不變–
AZNAstraZeneca PLCSPONSORED ADR1,000$6.99 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF67,702$6.77 萬<0.1%00.0%不變–
NFLXNetflix IncStock49$6.56 萬<0.1%00.0%不變歷史
PINSPinterest, Inc.CL A1,770$6.35 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF839$6.34 萬<0.1%00.0%不變–
iShares Core S&P 500 ETF464287200ETF97$6.02 萬<0.1%−9−8.5%減碼–
AVBAvalonbay Communities IncCOM289$5.88 萬<0.1%00.0%不變歷史
GLDSPDR Gold TrustETF190$5.79 萬<0.1%00.0%不變歷史
NNNNNN REIT, Inc.REIT1,334$5.76 萬<0.1%00.0%不變歷史
SPOTSpotify Technology S.A.Stock74$5.68 萬<0.1%00.0%不變歷史
TSLATesla, Inc.Stock153$4.86 萬<0.1%−164−51.7%減碼歷史
APPAppLovin CorpCOM CL A137$4.80 萬<0.1%+19+16.1%加碼歷史
AMZNAmazon Com IncStock199$4.37 萬<0.1%−9−4.3%減碼歷史
PMPhilip Morris International Inc.Stock239$4.35 萬<0.1%−1−0.4%減碼歷史

2025 年第 1 季之後清倉（47 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Inlight Wealth Management, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
DKDelek US Holdings, Inc.COM110,225$166.1 萬1.0%歷史
SDSandridge Energy IncCOM NEW10,012$11.4 萬0.1%歷史
BRSLBrightstar Lottery PLCSHS USD5,242$8.52 萬0.1%歷史
DCTHDelcath Systems, Inc.COM NEW6,681$8.50 萬0.1%歷史
CAGConagra Brands Inc.Stock2,507$6.69 萬<0.1%歷史
BENFranklin Templeton IncCOM3,179$6.12 萬<0.1%歷史
HQIHireQuest, Inc.COM4,190$4.99 萬<0.1%歷史
Sprott ETF Trust85210B201JR GOLD MINERS E1,072$4.56 萬<0.1%–
RBB FD Inc74933W452F/M US TREASURY572$2.86 萬<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF150$2.58 萬<0.1%–
TCITranscontinental Realty Investors IncCOM NEW773$2.16 萬<0.1%歷史
MEIMethode Electronics IncCOM2,934$1.87 萬<0.1%歷史
SNOWSnowflake Inc.Stock98$1.43 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF71$6,513<0.1%–
Vanguard World FD921910816MEGA GRWTH IND20$6,178<0.1%–
MXMagnachip Semiconductor CorpCOM1,489$5,107<0.1%歷史
HUMAHumacyte, Inc.COM2,700$4,604<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF207$4,457<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F60$3,726<0.1%–
Vanguard Real Estate ETF922908553ETF38$3,441<0.1%–
PRUPrudential Financial IncStock30$3,350<0.1%歷史
Vanguard World FD921910840MEGA CAP VAL ETF20$2,577<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF21$1,962<0.1%–
iShares Tips Bond ETF464287176ETF15$1,666<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD33$1,637<0.1%–
QCOMQualcomm IncStock10$1,536<0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF10$1,290<0.1%–
WMTWalmart Inc.Stock11$966<0.1%歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW10$928<0.1%–
LENLennar CorpCL A8$918<0.1%歷史
Fidelity Covington Trust316092782VLU FACTOR ETF15$894<0.1%–
HONHoneywell International IncCOM3$635<0.1%歷史
CBChubb LtdStock2$604<0.1%歷史
TFIITFI International Inc.COM6$465<0.1%歷史
LRCXLam Research CorpStock6$436<0.1%歷史
AXPAmerican Express CoStock1$269<0.1%歷史
PLDPrologis, Inc.REIT2$224<0.1%歷史
ADIAnalog Devices IncStock1$202<0.1%歷史
BSXBoston Scientific CorpStock2$202<0.1%歷史
SBUXStarbucks CorpStock2$196<0.1%歷史
TXNTexas Instruments IncStock1$180<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2$164<0.1%–
AREBAmerican Rebel Holdings IncCOM NEW112$150<0.1%歷史
MRPMillrose Properties, Inc.COM CL A4$106<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF1$58<0.1%–
KMIKinder Morgan, Inc.Stock1$29<0.1%歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF1$26<0.1%–