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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 18
增持 43
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$12.3M
799,177
+44%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$8.9M
593,698
+154%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.9M
58,149
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。
-74%
减持
SRLN
SSGA ACTIVE ETF TR
-$5.3M
35,790
-79%
增持
VUG
VANGUARD INDEX FDS
+$4.4M
117,395
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.2M
427,025
+78%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$2.2M
314,684
+0%
增持
AAPL
APPLE INC
+$2.1M
59,177
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.1M
395,612
+11%
减持
ABT
ABBOTT LABS
-$2.0M
218,589
-0%
增持
IJK
ISHARES TR
+$1.9M
192,791
+10%
减持
ABBV
ABBVIE INC
-$1.4M
239,907
-2%
减持
SPYG
SPDR SER TR
+$1.2M
379,744
-3%
建仓
IEFA
ISHARES TR
+$1.1M
16,766
增持
CPNG
COUPANG INC
+$964.7K
747,176
+0%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$773.4K
194,477
-17%
减持
VBK
VANGUARD INDEX FDS
+$705.4K
102,221
-4%
增持
VO
VANGUARD INDEX FDS
+$582.3K
5,876
+82%
清仓
TIP
ISHARES TR
-$556.4K
0
-100%
建仓
HSY
HERSHEY CO
+$520.6K
2,046
增持
WM
WASTE MGMT INC DEL
+$508.2K
4,438
+223%
建仓
TSLA
TESLA INC
+$485.2K
2,339
增持
GLDM
WORLD GOLD TR
+$424.5K
91,537
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$383.9K
48,711
+18%
清仓
EFA
ISHARES TR
-$369.0K
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$358.4K
10,830
-43%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$352.0K
74,939
-7%
建仓
EZU
ISHARES INC
+$327.8K
7,271
建仓
FOUR
SHIFT4 PMTS INC
+$311.7K
4,112
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$298.0K
4,100
-60%
建仓
A
AGILENT TECHNOLOGIES INC
+$297.0K
2,147
增持
SPY
SPDR S&P 500 ETF TR
+$289.5K
5,234
+8%
增持
GOOG
ALPHABET INC
+$285.2K
13,629
+7%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$271.8K
593
建仓
NVDA
NVIDIA CORPORATION
+$268.1K
965
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$246.1K
427
建仓
CRM
SALESFORCE INC
+$230.5K
1,154
建仓
EMBJ
EMBRAER S.A.
+$230.1K
14,058
建仓
AES
AES CORP
+$222.6K
9,246
清仓
AGGY
WISDOMTREE TR
-$218.4K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$216.1K
9,682
-24%
建仓
DNL
WISDOMTREE TR
+$208.0K
5,864
建仓
AEE
AMEREN CORP
+$205.6K
2,380
减持
SLYG
SPDR SER TR
-$205.5K
8,972
-25%
建仓
KO
COCA COLA CO
+$205.1K
3,306
建仓
OKTA
OKTA INC
+$204.8K
2,375
建仓
IJR
ISHARES TR
+$204.4K
2,114
增持
MA
MASTERCARD INCORPORATED
+$198.3K
8,954
+2%
减持
MSFT
MICROSOFT CORP
+$197.3K
4,212
-1%
增持
DE
DEERE & CO
+$191.5K
1,710
+43%
增持
IEMG
ISHARES INC
+$191.2K
13,055
+37%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$175.8K
56,755
+18%
增持
AMZN
AMAZON COM INC
+$170.6K
8,329
+1%
增持
QQQ
INVESCO QQQ TR
+$162.4K
2,209
+8%
减持
WPC
WP CAREY INC
-$159.7K
55,881
-3%
增持
VNQ
VANGUARD INDEX FDS
+$155.2K
5,311
+53%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$150.3K
18,150
减持
SLYV
SPDR SER TR
-$138.2K
29,285
-8%
减持
VRSN
VERISIGN INC
-$126.8K
1,500
-31%
增持
TXN
TEXAS INSTRS INC
+$125.3K
4,621
+4%
增持
IAU
ISHARES GOLD TR
+$121.5K
9,060
+44%
增持
GLD
SPDR GOLD TR
+$113.6K
5,669
+4%
增持
BAX
BAXTER INTL INC
-$109.8K
18,654
+10%
减持
PFE
PFIZER INC
-$97.6K
7,423
-5%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$95.1K
23,249
-0%
增持
KR
KROGER CO
+$91.7K
18,912
+0%
增持
SBUX
STARBUCKS CORP
+$78.5K
7,410
+6%
减持
ZS
ZSCALER INC
+$76.2K
15,010
-25%
增持
VYM
VANGUARD WHITEHALL FDS
+$76.1K
363,437
+3%
减持
SPYV
SPDR SER TR
-$68.0K
618,443
-5%
减持
DIS
DISNEY WALT CO
+$66.8K
5,304
-1%
减持
IVV
ISHARES TR
+$64.1K
2,437
-0%
减持
MMM
3M CO
-$63.3K
4,270
-0%
增持
WMT
WALMART INC
+$62.1K
1,921
+23%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$59.2K
58,918
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$56.6K
31,296
-7%
增持
VOE
VANGUARD INDEX FDS
+$53.6K
232,976
+1%
减持
JMBS
JANUS DETROIT STR TR
-$52.0K
120,168
-4%
减持
MDYG
SPDR SER TR
-$51.4K
7,332
-13%
增持
CMCSA
COMCAST CORP NEW
+$48.2K
6,654
+14%
减持
DON
WISDOMTREE TR
-$44.6K
104,408
-1%
增持
BAC
BANK AMERICA CORP
+$42.0K
24,915
+23%
减持
V
VISA INC
+$37.3K
3,040
-3%
增持
PG
PROCTER AND GAMBLE CO
-$32.5K
29,820
+1%
增持
JNJ
JOHNSON & JOHNSON
-$31.8K
1,894
+3%
减持
IWO
ISHARES TR
-$29.7K
2,854
-10%
增持
MDYV
SPDR SER TR
+$28.3K
7,498
+4%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$26.6K
8,820
-1%
减持
VOT
VANGUARD INDEX FDS
+$24.8K
9,575
-7%
增持
JPM
JPMORGAN CHASE & CO
+$21.2K
3,307
+8%
减持
VBR
VANGUARD INDEX FDS
-$19.9K
190,994
-0%
减持
LLY
LILLY ELI & CO
-$17.8K
676
-1%
增持
PEP
PEPSICO INC
+$17.5K
2,937
+2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$17.1K
11,287
-4%
增持
HD
HOME DEPOT INC
+$16.3K
966
+14%
增持
HDV
ISHARES TR
-$14.8K
6,288
+0%
减持
SPYM
SPDR SER TR
+$11.6K
4,920
-2%
减持
IVW
ISHARES TR
+$10.7K
16,263
-7%
增持
WEC
WEC ENERGY GROUP INC
+$10.1K
3,380
+2%
减持
VB
VANGUARD INDEX FDS
+$9.0K
1,742
-0%
减持
ORCL
ORACLE CORP
+$7.6K
2,322
-9%
减持
DES
WISDOMTREE TR
-$6.5K
49,735
-1%
减持
IWS
ISHARES TR
-$6.1K
60,409
-1%
减持
IYJ
ISHARES TR
-$5.9K
4,395
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.2K
3,283
+0%
减持
XLB
SELECT SECTOR SPDR TR
-$3.1K
2,540
-5%
减持
T
AT&T INC
-$2.7K
15,485
-5%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$2.1K
24,287
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.9K
4,462
-3%
减持
IVE
ISHARES TR
+$252
4,765
-4%
