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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
$732.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 93 项
建仓 10
增持 52
减持 25
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SRLN
SSGA ACTIVE ETF TR
+$17.0M
378,253
减持
CPNG
COUPANG INC
-$15.7M
935,371
-15%
增持
JAAA
JANUS DETROIT STR TR
+$12.1M
273,080
+729%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ABBV
ABBVIE INC
+$8.7M
249,648
+6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.4M
33,451
-75%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$5.2M
293,543
+69%
清仓
—
WORLD GOLD TR
-$3.4M
0
-100%
增持
ABT
ABBOTT LABS
-$2.8M
215,223
+7%
增持
VUG
VANGUARD INDEX FDS
-$2.4M
113,570
+4%
减持
AGGY
WISDOMTREE TR
-$2.4M
10,512
-81%
增持
SPYG
SPDR SER TR
-$2.3M
409,059
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.2M
324,935
+19%
减持
SPYV
SPDR SER TR
-$1.7M
704,828
-5%
减持
JMBS
JANUS DETROIT STR TR
-$1.6M
158,390
-12%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
329,581
+4%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
203,533
+5%
减持
IEMG
ISHARES INC
-$934.0K
18,198
-44%
建仓
TIP
ISHARES TR
+$926.0K
7,432
增持
VBK
VANGUARD INDEX FDS
-$903.0K
108,783
+10%
增持
VOT
VANGUARD INDEX FDS
+$775.0K
9,479
+81%
增持
SLYG
SPDR SER TR
+$707.0K
10,867
+393%
增持
IJK
ISHARES TR
+$692.0K
104,359
+21%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$607.0K
66,217
+20%
建仓
VRSN
VERISIGN INC
+$481.0K
2,160
减持
—
WALGREENS BOOTS ALLIANCE INC
-$454.0K
9,721
-43%
增持
ZS
ZSCALER INC
-$450.0K
10,627
+13%
减持
BSV
VANGUARD BD INDEX FDS
-$365.0K
25,720
-12%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$362.0K
57,571
+36%
增持
MA
MASTERCARD INCORPORATED
+$343.0K
8,789
+13%
增持
VOE
VANGUARD INDEX FDS
+$329.0K
245,248
+1%
增持
QQQ
INVESCO QQQ TR
+$323.0K
1,982
+99%
建仓
FLGT
FULGENT GENETICS INC
+$320.0K
5,130
建仓
DNP
DNP SELECT INCOME FD INC
+$294.0K
24,880
增持
GOOG
ALPHABET INC
+$286.0K
181
+138%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$284.0K
276,620
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$283.0K
3,590
+9%
增持
KR
KROGER CO
+$280.0K
22,826
+0%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$266.0K
42,764
+30%
增持
PG
PROCTER AND GAMBLE CO
-$261.0K
28,801
+0%
减持
DON
WISDOMTREE TR
-$251.0K
108,184
-5%
增持
GLD
SPDR GOLD TR
+$244.0K
2,651
+93%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$235.0K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$230.0K
4,694
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$226.0K
27,762
-13%
减持
WPC
WP CAREY INC
-$226.0K
64,266
-3%
减持
MMM
3M CO
-$224.0K
5,331
-7%
建仓
ORCL
ORACLE CORP
+$223.0K
2,697
清仓
NVDA
NVIDIA CORPORATION
-$218.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$212.0K
0
-100%
清仓
TGT
TARGET CORP
-$208.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$206.0K
719
建仓
SLV
ISHARES SILVER TR
+$206.0K
9,003
清仓
IEFA
ISHARES TR
-$204.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$187.0K
6,317
-3%
增持
MSFT
MICROSOFT CORP
+$168.0K
3,836
+27%
减持
EW
EDWARDS LIFESCIENCES CORP
-$161.0K
11,545
-2%
增持
V
VISA INC
+$151.0K
3,158
+25%
增持
IWS
ISHARES TR
+$144.0K
56,050
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$140.0K
5,073
-1%
减持
HD
HOME DEPOT INC
-$120.0K
1,011
-1%
减持
DES
WISDOMTREE TR
-$115.0K
63,233
-2%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$115.0K
7,826
+42%
减持
—
EXXON MOBIL CORP
+$113.0K
6,517
-6%
增持
DIS
DISNEY WALT CO
+$112.0K
4,119
+41%
建仓
—
NIKOLA CORP
+$107.0K
10,000
增持
IWO
ISHARES TR
+$90.0K
2,696
+32%
减持
MCD
MCDONALDS CORP
-$83.0K
3,319
-2%
增持
SLYV
SPDR SER TR
+$83.0K
17,210
+8%
增持
BAX
BAXTER INTL INC
-$70.0K
13,819
+4%
增持
AAPL
APPLE INC
+$69.0K
58,982
+2%
增持
NSC
NORFOLK SOUTHN CORP
+$66.0K
1,800
+20%
增持
AMZN
AMAZON COM INC
+$66.0K
502
+7%
减持
CMCSA
COMCAST CORP NEW
-$56.0K
5,834
-1%
减持
JNJ
JOHNSON & JOHNSON
-$53.0K
2,428
-14%
增持
VO
VANGUARD INDEX FDS
-$52.0K
3,280
+0%
减持
BND
VANGUARD BD INDEX FDS
-$47.0K
3,549
-9%
增持
IVV
ISHARES TR
-$46.0K
2,527
+1%
增持
BAC
BK OF AMERICA CORP
-$44.0K
26,403
+4%
增持
PFE
PFIZER INC
-$42.0K
7,797
+3%
增持
TSLA
TESLA INC
+$40.0K
673
+4%
增持
HDV
ISHARES TR
+$38.0K
6,237
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$25.0K
4,847
-2%
增持
VB
VANGUARD INDEX FDS
-$22.0K
1,797
+1%
增持
VHT
VANGUARD WORLD FDS
-$21.0K
1,822
+0%
减持
IVE
ISHARES TR
-$18.0K
5,990
-1%
增持
IWF
ISHARES TR
-$13.0K
1,031
+5%
增持
WEC
WEC ENERGY GROUP INC
+$10.0K
3,303
+0%
减持
IWD
ISHARES TR
-$6.0K
1,990
-0%
增持
WM
WASTE MGMT INC DEL
+$6.0K
1,476
+8%
增持
—
HORIZON THERAPEUTICS PUB L
-$4.0K
2,614
+1%
增持
VNQ
VANGUARD INDEX FDS
-$3.0K
4,262
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0K
4,065
+3%
增持
T
AT&T INC
+$0
18,166
+4%
