Inlight Wealth Management, LLC
- SEC CIK
- 0001731795
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 62
- 較 2026 年第 1 季 +12
- 總值
- $3.15 億
- 較 2026 年第 1 季 +$4,449 萬 (+16.5%)
| 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 | 689,068 | $4,910 萬 | 15.6% | +52,092+8.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 215,175 | $2,803 萬 | 8.9% | +14,729+7.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 123,583 | $2,629 萬 | 8.4% | +7,948+6.9% | 加碼 | – |
| iShares Tr464288125 | 3YRTB ETF | 346,131 | $2,570 萬 | 8.2% | +13,304+4.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 94,203 | $2,053 萬 | 6.5% | +4,938+5.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 302,004 | $1,878 萬 | 6.0% | +15,012+5.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 351,520 | $1,742 萬 | 5.5% | +27,806+8.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 55,104 | $1,339 萬 | 4.3% | +8,133+17.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 63,710 | $1,259 萬 | 4.0% | +9,701+18.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 257,816 | $1,169 萬 | 3.7% | +19,469+8.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 143,068 | $1,103 萬 | 3.5% | +23,813+20.0% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 94,086 | $962.5 萬 | 3.1% | +9,710+11.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 53,876 | $886.8 萬 | 2.8% | −227−0.4% | 減碼 | – |
| VODVodafone Group Public Ltd Co | ADR | 446,161 | $590.0 萬 | 1.9% | −2,920−0.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 138,154 | $584.9 萬 | 1.9% | +9,951+7.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 449,301 | $572.6 萬 | 1.8% | +17,078+4.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 67,498 | $436.8 萬 | 1.4% | −3,235−4.6% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 70,365 | $356.1 萬 | 1.1% | −3,422−4.6% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 33,646 | $334.0 萬 | 1.1% | +33,646 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,632 | $331.8 萬 | 1.1% | −63−0.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 31,854 | $329.5 萬 | 1.0% | −1,075−3.3% | 減碼 | 歷史 |
| BPBP PLC | ADR | 72,862 | $269.2 萬 | 0.9% | −365−0.5% | 減碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 82,859 | $244.8 萬 | 0.8% | −232−0.3% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 63,308 | $240.9 萬 | 0.8% | −569−0.9% | 減碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 236,845 | $239.7 萬 | 0.8% | +16,673+7.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 98,407 | $237.0 萬 | 0.8% | −278−0.3% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 63,131 | $228.3 萬 | 0.7% | +4,112+7.0% | 加碼 | 歷史 |
| AMPYAmplify Energy Corp. | COM | 269,773 | $107.4 萬 | 0.3% | −3,261−1.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 16,825 | $97.9 萬 | 0.3% | +1,368+8.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 893 | $66.9 萬 | 0.2% | +893 | 新進 | – |
| AAPLApple Inc. | Stock | 2,263 | $65.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,606 | $56.8 萬 | 0.2% | +199+14.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,163 | $45.9 萬 | 0.1% | +176+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,427 | $37.9 萬 | 0.1% | +535+9.1% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 13,780 | $36.5 萬 | 0.1% | +912+7.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,422 | $35.0 萬 | 0.1% | +253+8.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,698 | $34.0 萬 | 0.1% | +102+6.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 920 | $32.4 萬 | 0.1% | +70+8.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 2,009 | $27.5 萬 | 0.1% | +2,009 | 新進 | 歷史 |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 2,602 | $27.4 萬 | 0.1% | −400−13.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,322 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 5,087 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 824 | $27.0 萬 | 0.1% | +824 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 712 | $26.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,940 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 369 | $25.4 萬 | 0.1% | −5−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 339 | $25.3 萬 | 0.1% | +339 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 2,594 | $24.8 萬 | 0.1% | +2,594 | 新進 | – |
| CVXChevron Corp | Stock | 1,436 | $23.8 萬 | 0.1% | +1,436 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,468 | $23.2 萬 | 0.1% | +1,468 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 647 | $23.1 萬 | 0.1% | +647 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,383 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 612 | $22.7 萬 | 0.1% | +612 | 新進 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 5,593 | $22.5 萬 | 0.1% | −1,563−21.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 531 | $22.1 萬 | 0.1% | +531 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 215 | $21.7 萬 | 0.1% | +215 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,960 | $21.7 萬 | 0.1% | +2,960 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 210,897 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 837 | $20.6 萬 | 0.1% | +837 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 179,293 | $20.2 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 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 12,561 | $3.43 萬 | <0.1% | +152+1.2% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。