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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 110 项
建仓 22
增持 37
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
-$7.8M
384,499
-6%
减持
VOE
VANGUARD INDEX FDS
-$7.0M
243,724
-1%
增持
ABBV
ABBVIE INC
-$6.9M
250,358
+0%
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。
减持
VBR
VANGUARD INDEX FDS
-$6.8M
201,961
-1%
增持
VUG
VANGUARD INDEX FDS
-$6.7M
121,287
+7%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$6.0M
312,874
+372%
减持
SPYV
SPDR SER TR
-$5.8M
684,054
-3%
增持
VBK
VANGUARD INDEX FDS
-$5.4M
110,825
+2%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$5.3M
266,788
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.7M
257,680
-12%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.6M
76,876
增持
ABT
ABBOTT LABS
-$4.5M
217,032
+1%
增持
JAAA
JANUS DETROIT STR TR
+$3.8M
356,630
+31%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.5M
186,818
增持
VYM
VANGUARD WHITEHALL FDS
-$3.4M
354,609
+8%
建仓
GLDM
WORLD GOLD TR
+$3.0M
91,578
增持
AAPL
APPLE INC
-$2.1M
59,247
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.8M
370,884
-2%
减持
JMBS
JANUS DETROIT STR TR
-$1.8M
135,366
-15%
建仓
IVW
ISHARES TR
+$1.2M
20,798
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.1M
25,132
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$941.0K
48,250
增持
IWS
ISHARES TR
-$859.0K
60,877
+9%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$859.0K
354,057
+9%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$837.0K
35,159
减持
WPC
WP CAREY INC
-$836.0K
62,444
-3%
增持
IJK
ISHARES TR
+$830.0K
141,126
+35%
建仓
QDEL
QUIDELORTHO CORP
+$810.0K
11,329
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$779.0K
314,119
+14%
减持
DON
WISDOMTREE TR
-$769.0K
107,160
-1%
增持
PG
PROCTER AND GAMBLE CO
-$722.0K
29,376
+2%
减持
DES
WISDOMTREE TR
-$715.0K
50,517
-20%
建仓
MDYG
SPDR SER TR
+$711.0K
11,777
减持
KR
KROGER CO
-$682.0K
14,347
-37%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$670.0K
27,894
-35%
增持
CPNG
COUPANG INC
-$648.0K
953,145
+2%
减持
MA
MASTERCARD INCORPORATED
-$643.0K
8,786
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$641.0K
18,213
-29%
建仓
IJT
ISHARES TR
+$615.0K
6,051
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$494.0K
13,790
增持
SPY
SPDR S&P 500 ETF TR
-$471.0K
5,096
+0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$453.0K
27,689
-17%
减持
IEMG
ISHARES INC
-$450.0K
13,042
-28%
减持
BAC
BK OF AMERICA CORP
-$439.0K
21,507
-19%
增持
GOOG
ALPHABET INC
+$432.0K
9,755
+5290%
建仓
IYJ
ISHARES TR
+$413.0K
4,925
建仓
—
VERICITY INC
+$405.0K
54,004
增持
AMZN
AMAZON COM INC
-$387.0K
11,051
+2101%
增持
SLYV
SPDR SER TR
+$385.0K
27,092
+57%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$384.0K
3,308
-8%
建仓
EFA
ISHARES TR
+$364.0K
6,500
建仓
JPM
JPMORGAN CHASE & CO
+$330.0K
3,160
清仓
FLGT
FULGENT GENETICS INC
-$320.0K
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$316.0K
10,840
+39%
建仓
XLB
SELECT SECTOR SPDR TR
+$293.0K
4,302
减持
SLYG
SPDR SER TR
-$277.0K
9,306
-14%
清仓
—
HORIZON THERAPEUTICS PUB L
-$275.0K
0
-100%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$258.0K
23,269
清仓
FMB
FIRST TR EXCH TRADED FD III
-$257.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$257.0K
4,756
+79%
减持
IVV
ISHARES TR
-$256.0K
2,480
-2%
减持
IVE
ISHARES TR
-$242.0K
5,380
-10%
减持
TIP
ISHARES TR
-$242.0K
6,517
-12%
清仓
CMCSA
COMCAST CORP NEW
-$239.0K
0
-100%
减持
AGGY
WISDOMTREE TR
-$239.0K
6,264
-40%
清仓
DNL
WISDOMTREE TR
-$233.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$228.0K
0
-100%
增持
BAX
BAXTER INTL INC
-$224.0K
15,740
+14%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$223.0K
23,490
-15%
清仓
ORCL
ORACLE CORP
-$223.0K
0
-100%
增持
TSLA
TESLA INC
-$216.0K
1,918
+185%
增持
VOT
VANGUARD INDEX FDS
-$214.0K
11,132
+17%
建仓
—
AXONICS INC
+$211.0K
3,000
建仓
IJS
ISHARES TR
+$210.0K
2,545
清仓
VZ
VERIZON COMMUNICATIONS INC
-$207.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$207.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$206.0K
0
-100%
建仓
MDYV
SPDR SER TR
+$204.0K
3,532
建仓
WMT
WALMART INC
+$202.0K
1,560
增持
MSFT
MICROSOFT CORP
-$196.0K
4,238
+10%
增持
ZS
ZSCALER INC
-$185.0K
14,475
+36%
增持
QQQ
INVESCO QQQ TR
-$179.0K
2,015
+2%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$175.0K
60,430
+5%
减持
VO
VANGUARD INDEX FDS
-$174.0K
3,224
-2%
减持
T
AT&T INC
-$173.0K
16,666
-8%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$156.0K
8,877
-9%
减持
CME
CME GROUP INC
-$154.0K
2,000
-6%
减持
VNQ
VANGUARD INDEX FDS
-$146.0K
3,948
-7%
减持
VTV
VANGUARD INDEX FDS
-$142.0K
5,624
-1%
减持
V
VISA INC
-$141.0K
3,144
-0%
减持
JNJ
JOHNSON & JOHNSON
-$130.0K
1,842
-24%
减持
DWM
WISDOMTREE TR
-$115.0K
6,511
-9%
增持
HDV
ISHARES TR
-$95.0K
6,260
+0%
减持
HD
HOME DEPOT INC
-$68.0K
851
-16%
减持
MCD
MCDONALDS CORP
-$67.0K
3,262
-2%
增持
—
EXXON MOBIL CORP
+$66.0K
6,918
+6%
增持
PFE
PFIZER INC
-$62.0K
7,809
+0%
减持
ITW
ILLINOIS TOOL WKS INC
-$60.0K
1,849
-2%
增持
IWO
ISHARES TR
-$59.0K
3,056
+13%
增持
IWD
ISHARES TR
-$59.0K
1,991
+0%
增持
DIS
DISNEY WALT CO
-$58.0K
5,375
+30%
减持
VHT
VANGUARD WORLD FDS
-$57.0K
1,816
-0%
减持
BND
VANGUARD BD INDEX FDS
-$49.0K
3,272
-8%
增持
WEC
WEC ENERGY GROUP INC
-$34.0K
3,307
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$24.0K
5,304
+13%
减持
PEP
PEPSICO INC
-$20.0K
2,867
-2%
增持
SBUX
STARBUCKS CORP
+$14.0K
6,987
+11%
减持
LLY
LILLY ELI & CO
+$14.0K
681
-5%
减持
WM
WASTE MGMT INC DEL
-$14.0K
1,376
-7%
增持
MMM
3M CO
+$8.0K
7,257
+36%
