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INSPIRION WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

INSPIRION WEALTH ADVISORS, LLC

报告期 2026-03-31 · CIK 0001633448

持仓数

181

前50大市值合计

$732.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$86.9M

586,809

11.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$72.5M

166,095

9.9%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$59.6M

2,021,349

8.1%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$51.5M

1,022,776

7.0%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$48.9M

265,574

6.7%

ABBV ABBVIE INC

COM

$43.8M

201,337

6.0%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$34.6M

766,123

4.7%

CLOA BLACKROCK ETF TRUST II

ISHARES AAA CLO

$29.2M

563,343

4.0%

VB VANGUARD INDEX FDS

SMALL CP ETF

$22.6M

86,202

3.1%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$21.7M

100,092

3.0%

HGER HARBOR ETF TRUST

HARBOR COMMODITY

$20.6M

663,121

2.8%

LMBS FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT

$19.7M

395,648

2.7%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$19.0M

73,754

2.6%

ABT ABBOTT LABORATORIES

COM

$18.4M

179,131

2.5%

IJK ISHARES TR

S&P MC 400GR ETF

$18.4M

182,728

2.5%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$17.0M

300,108

2.3%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$16.4M

167,415

2.2%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$15.1M

50,068

2.1%

AAPL APPLE INC

COM

$14.0M

55,327

1.9%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$11.0M

118,365

1.5%

IWS ISHARES TR

RUS MDCP VAL ETF

$7.7M

53,046

1.1%

HQY HEALTHEQUITY INC

COM

$5.4M

65,000

0.7%

GLD SPDR GOLD TR

GOLD SHS

$5.3M

12,354

0.7%

DON WISDOMTREE TR

US MIDCAP DIVID

$4.5M

85,247

0.6%

GOOG ALPHABET INC

CAP STK CL C

$4.4M

15,503

0.6%

WDAY WORKDAY INC

CL A

$4.3M

32,875

0.6%

PG PROCTER & GAMBLE CO

COM

$3.9M

27,241

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.7M

5,656

0.5%

AMZN AMAZON COM INC

COM

$3.6M

17,406

0.5%

CEF SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD AN

$3.6M

74,403

0.5%

MA MASTERCARD INCORPORATED

CL A

$3.5M

7,079

0.5%

PYLD PIMCO ETF TR

MULTISECTOR BD

$3.2M

122,510

0.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$3.0M

47,044

0.4%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$2.6M

51,938

0.4%

CPNG COUPANG INC

CL A

$2.5M

134,364

0.3%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$2.4M

145,654

0.3%

MSFT MICROSOFT CORP

COM

$2.4M

6,562

0.3%

FTGC FIRST TR EXCHANGE TRAD FD VI

FST TR GLB FD

$2.4M

84,342

0.3%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.3M

8,121

0.3%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$2.3M

43,714

0.3%

CSNR COHEN & STEERS ETF TRUST

NATURAL RES ACTI

$2.3M

60,110

0.3%

SMMU PIMCO ETF TR

SHTRM MUN BD ACT

$2.1M

41,508

0.3%

NVDA NVIDIA CORPORATION

COM

$1.9M

10,954

0.3%

BAR GRANITESHARES GOLD TR

SHS BEN INT

$1.9M

40,445

0.3%

DLN WISDOMTREE TR

US LARGECAP DIVD

$1.8M

20,172

0.2%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$1.7M

18,069

0.2%

SHV ISHARES TR

TRUST ISHARE 0-1

$1.7M

15,390

0.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.7M

7,810

0.2%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.6M

14,233

0.2%

IVV ISHARES TR

CORE S&P500 ETF

$1.6M

2,443

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

VYM11.9%VUG9.9%CGXU8.1%JAAA7.0%VOE6.7%ABBV6.0%