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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 98 项
建仓 10
增持 30
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$9.8M
554,337
+55%
减持
SRLN
SSGA ACTIVE ETF TR
-$8.3M
166,839
-55%
减持
ABBV
ABBVIE INC
+$6.1M
245,554
-2%
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
CPNG
COUPANG INC
-$4.9M
747,117
-22%
减持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
353,632
-0%
增持
ABT
ABBOTT LABS
+$3.1M
219,578
+1%
增持
IJK
ISHARES TR
+$3.0M
174,717
+24%
建仓
MUNI
PIMCO ETF TR
+$2.2M
42,964
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.1M
239,337
-24%
建仓
SMMU
PIMCO ETF TR
+$2.0M
40,758
建仓
SHV
ISHARES TR
+$2.0M
18,211
减持
SPYV
SPDR SER TR
+$1.7M
649,292
-5%
减持
VOE
VANGUARD INDEX FDS
+$1.5M
230,564
-5%
减持
VBR
VANGUARD INDEX FDS
+$1.4M
191,071
-5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.4M
233,364
+25%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
116,598
-4%
减持
HQY
HEALTHEQUITY INC
-$905.6K
85,000
-7%
增持
PG
PROCTER AND GAMBLE CO
+$757.4K
29,470
+0%
增持
ZS
ZSCALER INC
-$701.6K
19,985
+38%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$658.7K
10,136
-57%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$631.9K
233,388
-13%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$605.0K
41,233
+49%
增持
IWS
ISHARES TR
+$574.6K
60,960
+0%
减持
AMZN
AMAZON COM INC
-$559.3K
8,211
-26%
增持
MA
MASTERCARD INCORPORATED
+$557.7K
8,788
+0%
减持
AAPL
APPLE INC
-$554.6K
58,750
-1%
增持
SPYG
SPDR SER TR
+$552.6K
391,071
+2%
增持
SLYV
SPDR SER TR
+$550.2K
31,921
+18%
清仓
TSLA
TESLA INC
-$509.0K
0
-100%
减持
JMBS
JANUS DETROIT STR TR
-$432.4K
124,563
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$406.3K
12,708
-30%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$306.3K
11,840
+9%
建仓
—
HORIZON THERAPEUTICS PUB L
+$296.4K
2,605
减持
MMM
3M CO
-$289.9K
4,271
-41%
减持
DON
WISDOMTREE TR
+$286.2K
105,085
-2%
增持
MDYV
SPDR SER TR
+$263.1K
7,218
+104%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$259.6K
19,026
-24%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$251.7K
80,950
+5%
建仓
VUSB
VANGUARD BD INDEX FDS
+$245.0K
5,000
建仓
LFUS
LITTELFUSE INC
+$243.3K
1,105
增持
SLYG
SPDR SER TR
+$233.2K
12,004
+29%
建仓
SPYM
SPDR SER TR
+$225.3K
5,009
建仓
IAU
ISHARES GOLD TR
+$217.1K
6,275
增持
KR
KROGER CO
+$214.0K
18,887
+32%
清仓
—
AXONICS INC
-$211.0K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$208.7K
106,793
-4%
建仓
ORCL
ORACLE CORP
+$208.2K
2,547
建仓
CMCSA
COMCAST CORP NEW
+$204.1K
5,836
增持
VHT
VANGUARD WORLD FDS
+$200.5K
2,445
+35%
增持
GOOG
ALPHABET INC
+$194.2K
12,760
+31%
增持
GLD
SPDR GOLD TR
+$189.0K
5,453
+15%
减持
IVW
ISHARES TR
-$174.6K
17,579
-15%
减持
MDYG
SPDR SER TR
-$157.8K
8,467
-28%
减持
—
EXXON MOBIL CORP
+$136.9K
6,718
-3%
减持
GLDM
WORLD GOLD TR
+$135.5K
87,192
-5%
减持
WPC
WP CAREY INC
+$128.7K
57,424
-8%
减持
TIP
ISHARES TR
-$127.6K
5,227
-20%
减持
DES
WISDOMTREE TR
+$127.0K
50,175
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$126.5K
3,268
-1%
减持
IJT
ISHARES TR
-$116.1K
4,616
-24%
减持
IEMG
ISHARES INC
-$115.2K
9,545
-27%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$113.9K
58,837
-3%
减持
EW
EDWARDS LIFESCIENCES CORP
-$112.8K
11,275
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$111.5K
225,887
-12%
增持
MCD
MCDONALDS CORP
+$109.5K
3,273
+0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$90.3K
355,522
+0%
减持
V
VISA INC
+$89.0K
3,119
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$85.1K
2,677
-38%
增持
HDV
ISHARES TR
+$82.1K
6,275
+0%
减持
JPM
JPMORGAN CHASE & CO
+$79.7K
3,055
-3%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$77.1K
25,058
-10%
增持
ICLN
ISHARES TR
+$76.6K
13,481
+35%
增持
PFE
PFIZER INC
+$58.4K
7,815
+0%
减持
VOT
VANGUARD INDEX FDS
-$56.7K
10,243
-8%
减持
IVV
ISHARES TR
+$47.6K
2,440
-2%
增持
IWO
ISHARES TR
+$46.0K
3,156
+3%
减持
AGGY
WISDOMTREE TR
-$45.6K
5,120
-18%
减持
T
AT&T INC
+$44.8K
16,338
-2%
减持
DIS
DISNEY WALT CO
-$42.7K
5,344
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$33.4K
4,846
-5%
减持
IYJ
ISHARES TR
+$33.1K
4,625
-6%
减持
IVE
ISHARES TR
+$31.9K
4,983
-7%
减持
VNQ
VANGUARD INDEX FDS
-$30.2K
3,465
-12%
增持
MSFT
MICROSOFT CORP
+$30.0K
4,241
+0%
增持
LLY
LILLY ELI & CO
+$29.8K
683
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$23.6K
11,787
-15%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$22.7K
33,774
-4%
减持
DWM
WISDOMTREE TR
+$20.9K
5,993
-8%
减持
BAC
BANK AMERICA CORP
+$20.6K
20,248
-6%
减持
IJS
ISHARES TR
+$20.6K
2,525
-1%
增持
BAX
BAXTER INTL INC
+$18.4K
16,999
+8%
减持
IWD
ISHARES TR
+$14.9K
1,885
-5%
减持
IWF
ISHARES TR
-$14.8K
944
-8%
减持
VB
VANGUARD INDEX FDS
+$14.3K
1,750
-3%
增持
WEC
WEC ENERGY GROUP INC
+$14.3K
3,309
+0%
增持
QQQ
INVESCO QQQ TR
+$7.7K
2,053
+2%
减持
EFA
ISHARES TR
+$5.0K
5,621
-14%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.9K
4,602
-13%
