跳到主要內容
Livermore
Livermore
中文EN

Inlight Wealth Management, LLC

SEC CIK
0001731795
最新申報
2026/7/28

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
234
較 2025 年第 3 季 −11
總值
$2.73 億
較 2025 年第 3 季 +$6,009 萬 (+28.2%)
申報日
2026/1/23
SEC
Inlight Wealth Management, LLC 在 2025 年第 4 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 ETF921943858ETF556,615$3,477 萬12.7%+119,636+27.4%加碼–
iShares Tr4642881253YRTB ETF316,251$2,379 萬8.7%+120,058+61.2%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT99,712$1,910 萬7.0%+26,288+35.8%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN398,877$1,827 萬6.7%−2,844−0.7%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF175,294$1,793 萬6.6%+34,307+24.3%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF257,643$1,550 萬5.7%+53,644+26.3%加碼–
Vanguard Morningstar Value ETF922908744ETF79,037$1,510 萬5.5%+17,562+28.6%加碼–
iShares Tr46434V456MSCI INTL QUALTY280,326$1,274 萬4.7%+62,545+28.7%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF209,756$895.4 萬3.3%+38,324+22.4%加碼依 2 比 1 拆股換算–
iShares Russell Mid-Cap Value ETF464287473ETF54,837$773.5 萬2.8%−393−0.7%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF34,194$724.2 萬2.7%+18,349+115.8%加碼–
VanEck ETF Trust92189F791JUNIOR GOLD MINE62,129$706.9 萬2.6%−631−1.0%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF77,543$665.1 萬2.4%−746−1.0%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF37,343$662.4 萬2.4%+22,335+148.8%加碼–
VODVodafone Group Public Ltd CoADR463,548$612.3 萬2.2%−10,852−2.3%減碼歷史
TAT&T Inc.Stock405,204$574.0 萬2.1%+27,597+7.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF84,489$557.6 萬2.0%+49,742+143.2%加碼–
iShares Inc46434G764MSCI EMRG CHN65,355$475.0 萬1.7%+33,259+103.6%加碼–
VZVerizon Communications IncStock114,187$465.1 萬1.7%+20,208+21.5%加碼歷史
WisdomTree Tr97717W281EMG MKTS SMCAP76,069$435.4 萬1.6%−11,796−13.4%減碼–
BRK.BBerkshire Hathaway IncStock7,397$371.8 萬1.4%−91−1.2%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF78,005$346.1 萬1.3%−10,604−12.0%減碼–
BILLBILL Holdings, Inc.Stock58,201$317.4 萬1.2%+17,320+42.4%加碼歷史
CVSCVS Health CorpStock34,365$272.7 萬1.0%−2,607−7.1%減碼歷史
BPBP PLCADR75,579$262.5 萬1.0%−2,768−3.5%減碼歷史
FRSHFreshworks Inc.Stock211,247$258.8 萬0.9%+92,317+77.6%加碼歷史
PFEPfizer IncStock100,345$249.9 萬0.9%−5,932−5.6%減碼歷史
MTCHMatch Group, Inc.COM65,821$212.5 萬0.8%−333−0.5%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK85,104$170.2 萬0.6%−1,223−1.4%減碼歷史
AMPYAmplify Energy Corp.COM282,296$129.0 萬0.5%−2,408−0.8%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS13,648$80.2 萬0.3%+3,927+40.4%加碼–
AAPLApple Inc.Stock2,250$61.2 萬0.2%+2+0.1%加碼歷史
GOOGAlphabet Inc.Stock1,395$43.8 萬0.2%00.0%不變歷史
Vanguard Ftse Emerging Markets ETF922042858ETF70,100$41.6 萬0.2%+131+0.2%加碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF3,528$40.1 萬0.1%00.0%不變–
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,804$39.6 萬0.1%00.0%不變–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,800$36.8 萬0.1%00.0%不變–
GSATGlobalstar, Inc.COM NEW5,866$35.8 萬0.1%00.0%不變歷史
MSFTMicrosoft CorpStock711$34.4 萬0.1%+4+0.6%加碼歷史
SLViShares Silver TrustETF5,087$32.8 萬0.1%00.0%不變歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS3,002$32.6 萬0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM320,026$32.0 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS5,254$31.5 萬0.1%+1,622+44.7%加碼–
WKWorkiva IncCOM CL A3,607$31.1 萬0.1%00.0%不變歷史
Schwab US Tips ETF808524870ETF11,656$30.9 萬0.1%+2,664+29.6%加碼–
iShares Tr46436E7180-3 MTH TREASURY3,024$30.4 萬0.1%+3,024新進–
NVDANVIDIA CorpStock1,590$29.7 萬0.1%−70−4.2%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF2,768$28.3 萬0.1%+851+44.4%加碼–
HDHome Depot, Inc.Stock780$26.8 萬0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF9,322$25.1 萬0.1%00.0%不變–
Vanguard S&P 500 ETF922908363ETF369$23.2 萬0.1%+60+19.4%加碼–
iShares S&P 500 Growth ETF464287309ETF210,897$21.1 萬0.1%00.0%不變–
GOOGLAlphabet Inc.Stock646$20.2 萬0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF179,293$20.0 萬0.1%00.0%不變–
XOMExxonMobil Holdings CorpCOM1,526$18.4 萬0.1%00.0%不變歷史
MARMarriott International IncStock572$17.7 萬0.1%00.0%不變歷史
ATOAtmos Energy CorpCOM1,000$16.8 萬0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock541$15.6 萬0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock174$15.3 萬0.1%00.0%不變歷史
JNJJohnson & JohnsonStock732$15.1 萬0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock427$13.8 萬0.1%00.0%不變歷史
iShares Tr464287150CORE S&P TTL STK899$13.4 萬<0.1%+899新進–
WELLWelltower Inc.REIT720$13.4 萬<0.1%00.0%不變歷史
COSTCostco Wholesale CorpStock152$13.1 萬<0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF523$13.1 萬<0.1%00.0%不變–
IAUiShares Gold TrustETF1,606$13.0 萬<0.1%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF383$12.8 萬<0.1%+251+190.2%加碼–
EPDEnterprise Products Partners L.P.Stock4,000$12.8 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW221$12.5 萬<0.1%00.0%不變歷史
DISWalt Disney CoStock1,071$12.2 萬<0.1%−5−0.5%減碼歷史
iShares MSCI Eafe ETF464287465ETF1,261$12.1 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM770$11.9 萬<0.1%00.0%不變歷史
Global X FDS37954Y830GLOBAL X COPPER1,500$10.8 萬<0.1%00.0%不變–
CVXChevron CorpStock703$10.7 萬<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM2,700$9.99 萬<0.1%−122−4.3%減碼歷史
LIILennox International IncCOM203$9.86 萬<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock379$9.33 萬<0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR1,000$9.19 萬<0.1%00.0%不變歷史
TXRHTexas Roadhouse, Inc.COM534$8.86 萬<0.1%00.0%不變歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF366$8.83 萬<0.1%00.0%不變–
SPDR Series Trust78464A334SST SPDR BLOOMBE3,189$8.74 萬<0.1%00.0%不變–
iShares Tr464288760US AER DEF ETF394$8.46 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF2,500$8.15 萬<0.1%−500−16.7%減碼–
UPSUnited Parcel Service IncStock807$8.00 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV559$7.78 萬<0.1%00.0%不變–
Schwab International Equity ETF808524805ETF3,127$7.52 萬<0.1%+1,361+77.1%加碼–
WisdomTree Tr97717W307US LARGECAP DIVD851$7.50 萬<0.1%00.0%不變–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,104$7.42 萬<0.1%+479+76.6%加碼–
Vanguard Utilities ETF92204A876ETF400$7.40 萬<0.1%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF107$7.30 萬<0.1%+107新進歷史
GLDSPDR Gold TrustETF171$6.78 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–
iShares Core S&P 500 ETF464287200ETF97$6.64 萬<0.1%00.0%不變–
TSLATesla, Inc.Stock135$6.07 萬<0.1%+35+35.0%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF839$5.99 萬<0.1%00.0%不變–
NNNNNN REIT, Inc.REIT1,334$5.29 萬<0.1%00.0%不變歷史
AVBAvalonbay Communities IncCOM289$5.24 萬<0.1%00.0%不變歷史
Vanguard Dividend Appreciation ETF921908844ETF235$5.16 萬<0.1%+30+14.6%加碼–
Global X Uranium ETF37954Y871ETF1,200$5.13 萬<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF445$4.77 萬<0.1%+100+29.0%加碼–

2025 年第 3 季之後清倉（24 檔）

2025 年第 3 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 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
APPAppLovin CorpCOM CL A118$8.48 萬<0.1%歷史
SPOTSpotify Technology S.A.Stock74$5.17 萬<0.1%歷史
ALABAstera Labs, Inc.Stock240$4.70 萬<0.1%歷史
PLTRPalantir Technologies Inc.Stock255$4.65 萬<0.1%歷史
SESea LtdSPONSORD ADS212$3.79 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR210$3.75 萬<0.1%歷史
CIENCiena CorpCOM NEW175$2.55 萬<0.1%歷史
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM373$2.40 萬<0.1%–
CRDOCredo Technology Group Holding LtdStock155$2.26 萬<0.1%歷史
RDDTReddit, Inc.Stock81$1.86 萬<0.1%歷史
TWLOTwilio IncCL A95$9,509<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS75$6,781<0.1%歷史
TTWOTake Two Interactive Software IncCOM24$6,201<0.1%歷史
HUBSHubSpot IncCOM11$5,146<0.1%歷史
PANWPalo Alto Networks IncStock25$5,091<0.1%歷史
MELIMercadolibre IncCOM2$4,674<0.1%歷史
USOUnited States Oil Fund, LPUNITS62$4,573<0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A178$2,850<0.1%歷史
DALDelta Air Lines, Inc.COM NEW41$2,328<0.1%歷史
SNAPSnap IncStock270$2,082<0.1%歷史
NMAXNewsmax Inc.Stock100$1,240<0.1%歷史
CFLTConfluent, Inc.CLASS A COM59$1,168<0.1%歷史
ORCLOracle CorpStock2$562<0.1%歷史
VICRVicor CorpCOM5$249<0.1%歷史