Inlight Wealth Management, LLC
- SEC CIK
- 0001731795
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 245
- 較 2025 年第 2 季 −4
- 總值
- $2.13 億
- 較 2025 年第 2 季 +$1,981 萬 (+10.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 436,979 | $2,618 萬 | 12.3% | +20,430+4.9% | 加碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 196,193 | $1,495 萬 | 7.0% | +53,649+37.6% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 401,721 | $1,474 萬 | 6.9% | −836−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 73,424 | $1,393 萬 | 6.5% | +3,715+5.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 140,987 | $1,365 萬 | 6.4% | +6,093+4.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 203,999 | $1,172 萬 | 5.5% | +7,772+4.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 61,475 | $1,146 萬 | 5.4% | +3,020+5.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 217,781 | $962.4 萬 | 4.5% | +12,513+6.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 55,230 | $771.4 萬 | 3.6% | −114−0.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 85,716 | $747.5 萬 | 3.5% | +1,555+1.8% | 加碼 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 62,760 | $621.5 萬 | 2.9% | −157−0.2% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 78,289 | $598.1 萬 | 2.8% | −317−0.4% | 減碼 | – |
| TAT&T Inc. | Stock | 377,607 | $572.2 萬 | 2.7% | −948−0.3% | 減碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 474,400 | $550.3 萬 | 2.6% | −4,465−0.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 87,865 | $501.7 萬 | 2.4% | −9,654−9.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 93,979 | $413.0 萬 | 1.9% | −322−0.3% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 88,609 | $387.9 萬 | 1.8% | −9,608−9.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,488 | $376.5 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,845 | $330.7 萬 | 1.6% | +5,301+50.3% | 加碼 | – |
| CVSCVS Health Corp | Stock | 36,972 | $278.7 萬 | 1.3% | −415−1.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 106,277 | $270.8 萬 | 1.3% | −933−0.9% | 減碼 | 歷史 |
| BPBP PLC | ADR | 78,347 | $270.0 萬 | 1.3% | −772−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,008 | $262.0 萬 | 1.2% | +3,998+36.3% | 加碼 | – |
| MTCHMatch Group, Inc. | COM | 66,154 | $233.7 萬 | 1.1% | −93−0.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,747 | $226.8 萬 | 1.1% | +9,315+36.6% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 32,096 | $216.7 萬 | 1.0% | +11,373+54.9% | 加碼 | – |
| BILLBILL Holdings, Inc. | Stock | 40,881 | $216.5 萬 | 1.0% | +334+0.8% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 86,327 | $200.9 萬 | 0.9% | −547−0.6% | 減碼 | 歷史 |
| AMPYAmplify Energy Corp. | COM | 284,704 | $149.5 萬 | 0.7% | −696−0.2% | 減碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 118,930 | $140.0 萬 | 0.7% | +440.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,248 | $57.3 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,721 | $57.2 萬 | 0.3% | +2,207+29.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 69,969 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,804 | $39.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,528 | $39.0 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 707 | $36.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,800 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,395 | $34.0 萬 | 0.2% | −7−0.5% | 減碼 | 歷史 |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 3,002 | $32.5 萬 | 0.2% | +3,002 | 新進 | 歷史 |
| CSLCarlisle Companies Inc | COM | 320,026 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 780 | $31.6 萬 | 0.1% | +139+21.7% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 3,607 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,660 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,322 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Tips ETF808524870 | ETF | 8,992 | $24.2 萬 | 0.1% | +1,014+12.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,632 | $21.8 萬 | 0.1% | +658+22.1% | 加碼 | – |
| SLViShares Silver Trust | ETF | 5,087 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM NEW | 5,866 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 210,897 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 179,293 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,917 | $19.8 萬 | 0.1% | +443+30.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 309 | $18.9 萬 | 0.1% | +38+14.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,526 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 1,000 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 541 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 646 | $15.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 572 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 152 | $14.1 萬 | 0.1% | −2−1.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 174 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 732 | $13.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 427 | $13.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 523 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 770 | $13.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 720 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 4,000 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 1,076 | $12.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 1,261 | $11.8 萬 | 0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 1,606 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 2,822 | $11.1 萬 | 0.1% | −33−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 703 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIILennox International Inc | COM | 203 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 221 | $9.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 379 | $9.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,000 | $9.57 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 1,500 | $8.97 萬 | <0.1% | −600−28.6% | 減碼 | – |
| TXRHTexas Roadhouse, Inc. | COM | 534 | $8.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 3,189 | $8.87 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 366 | $8.60 萬 | <0.1% | 00.0% | 不變 | – |
| APPAppLovin Corp | COM CL A | 118 | $8.48 萬 | <0.1% | −19−13.9% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 394 | $8.24 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 559 | $7.83 萬 | <0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,000 | $7.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 400 | $7.58 萬 | <0.1% | −129−24.4% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 851 | $7.41 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 67,702 | $6.77 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 807 | $6.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 97 | $6.49 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 839 | $6.38 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 171 | $6.08 萬 | <0.1% | −19−10.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 49 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 1,200 | $5.72 萬 | <0.1% | −800−40.0% | 減碼 | – |
| PINSPinterest, Inc. | CL A | 1,770 | $5.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 1,334 | $5.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 289 | $5.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 380 | $5.44 萬 | <0.1% | −405−51.6% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 74 | $5.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 240 | $4.70 萬 | <0.1% | −10−4.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 255 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 200 | $4.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 500 | $4.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（13 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNPRJuniper Networks Inc | COM | 2,000 | $7.99 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 110 | $2.59 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 13 | $3,953 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 4 | $3,118 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 92 | $2,628 | <0.1% | 歷史 |
| MINDMind Technology, Inc | COM | 250 | $2,110 | <0.1% | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 200 | $1,464 | <0.1% | – |
| BLKBlackRock, Inc. | Stock | 1 | $1,049 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 3 | $818 | <0.1% | 歷史 |
| VVisa Inc. | Stock | 2 | $710 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 3 | $517 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 3 | $449 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1 | $295 | <0.1% | 歷史 |