Inlight Wealth Management, LLC 13F 持仓 · 2026年Q2

Inlight Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 3.15 亿美元。前几大持仓：VEA（15.61%）、IJR（8.91%）、RSP（8.36%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$49.1M	15.61%	689,068	增持
2	IJR	ISHARES CORE S&P SMALL CAP ETF	$28.0M	8.91%	215,175	增持
3	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$26.3M	8.36%	123,583	增持
4	ISHG	ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF	$25.7M	8.17%	346,131	增持
5	VTV	VANGUARD VALUE ETF	$20.5M	6.53%	94,203	增持
6	COWZ	PACER US CASH COWS 100 ETF	$18.8M	5.97%	302,004	增持
7	IQLT	ISHARES MSCI INTL QUALITY FACTOR ETF	$17.4M	5.54%	351,520	增持
8	VBR	VANGUARD SMALL CAP VALUE ETF	$13.4M	4.26%	55,104	增持
9	VOE	VANGUARD MID-CAP VALUE ETF	$12.6M	4.00%	63,710	增持
10	XLU	STATE STREET UTILITIES SELECT SECTOR SPDR ETF	$11.7M	3.72%	257,816	增持
11	IJH	ISHARES CORE S&P MID-CAP ETF	$11.0M	3.51%	143,068	增持
12	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$9.6M	3.06%	94,086	增持
13	IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$8.9M	2.82%	53,876	减持
14	VOD	VODAFONE GROUP PLC SPONSORED ADR	$5.9M	1.88%	446,161	减持
15	VZ	VERIZON COMMUNICATIONS INC	$5.8M	1.86%	138,154	增持
16	T	AT&T INC	$5.7M	1.82%	449,301	增持
17	DGS	WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	$4.4M	1.39%	67,498	减持
18	CALF	PACER US SMALL CAP CASH COWS ETF	$3.6M	1.13%	70,365	减持
19	NOW	SERVICENOW INC COM	$3.3M	1.06%	33,646	新建仓
20	BRKB	BERKSHIRE HATHAWAY INC DEL CL B NEW	$3.3M	1.05%	6,632	减持
21	CVS	CVS HEALTH CORP COM	$3.3M	1.05%	31,854	减持
22	BP	BP PLC ADR	$2.7M	0.86%	72,862	减持
23	SIRI	SIRIUSXM HOLDINGS INC COMMON STOCK	$2.4M	0.78%	82,859	减持
24	MTCH	MATCH GROUP INC NEW COM	$2.4M	0.77%	63,308	减持
25	FRSH	FRESHWORKS INC CLASS A COM	$2.4M	0.76%	236,845	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR