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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 114 项
建仓 4
增持 49
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ABBV
ABBVIE INC
-$6.1M
238,564
-1%
增持
VUG
VANGUARD INDEX FDS
+$5.5M
122,909
+5%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$4.3M
252,654
-41%
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。
建仓
HGER
HARBOR ETF TRUST
+$4.2M
198,384
增持
VBR
VANGUARD INDEX FDS
+$2.4M
198,056
+4%
增持
JAAA
JANUS DETROIT STR TR
+$2.2M
838,381
+5%
增持
VOE
VANGUARD INDEX FDS
+$2.2M
241,305
+4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.0M
669,210
+13%
减持
SPYG
SPDR SER TR
+$1.8M
374,881
-1%
增持
VBK
VANGUARD INDEX FDS
+$1.8M
104,178
+2%
增持
AAPL
APPLE INC
+$1.7M
59,329
+0%
减持
SPYV
SPDR SER TR
+$1.5M
617,165
-0%
减持
ABT
ABBOTT LABS
+$1.5M
216,498
-1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
8,026
增持
IJK
ISHARES TR
+$1.1M
198,668
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$997.5K
370,888
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$917.8K
7,004
+34%
增持
JMBS
JANUS DETROIT STR TR
+$890.9K
142,080
+18%
减持
WPC
WP CAREY INC
-$590.4K
55,323
-1%
减持
SRLN
SSGA ACTIVE ETF TR
-$545.6K
22,408
-37%
增持
MSFT
MICROSOFT CORP
+$504.2K
5,047
+20%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$495.2K
407,659
+3%
增持
IVV
ISHARES TR
+$491.1K
3,349
+37%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$395.2K
48,320
-17%
增持
AMZN
AMAZON COM INC
+$372.4K
9,756
+17%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$367.0K
68,887
-8%
清仓
A
AGILENT TECHNOLOGIES INC
-$297.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$291.9K
542
增持
MA
MASTERCARD INCORPORATED
+$280.0K
8,986
+0%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$272.4K
330,594
+5%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$265.5K
30,134
+30%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$246.1K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$241.2K
1,095
减持
ZS
ZSCALER INC
+$239.0K
13,620
-9%
增持
GOOG
ALPHABET INC
+$234.9K
13,659
+0%
清仓
AES
AES CORP
-$222.6K
0
-100%
清仓
AEE
AMEREN CORP
-$205.6K
0
-100%
清仓
KO
COCA COLA CO
-$205.1K
0
-100%
清仓
IJR
ISHARES TR
-$204.4K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$203.3K
0
-100%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$167.1K
185,967
-4%
减持
IEMG
ISHARES INC
-$151.8K
9,844
-25%
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$150.3K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$135.9K
9,729
+2%
减持
NVDA
NVIDIA CORPORATION
+$131.7K
945
-2%
增持
TSLA
TESLA INC
+$129.4K
2,348
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.9K
3,333
+2%
减持
MMM
3M CO
-$121.5K
3,270
-23%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$120.0K
11,898
+0%
增持
VTV
VANGUARD INDEX FDS
+$107.7K
6,224
+11%
减持
IEFA
ISHARES TR
-$104.8K
15,052
-10%
增持
JPM
JPMORGAN CHASE & CO
+$100.7K
3,655
+11%
减持
QQQ
INVESCO QQQ TR
+$100.6K
2,192
-1%
增持
V
VISA INC
+$98.9K
3,302
+9%
减持
DON
WISDOMTREE TR
+$98.3K
104,088
-0%
减持
VNQ
VANGUARD INDEX FDS
-$96.0K
4,129
-22%
减持
IWS
ISHARES TR
+$94.6K
59,268
-2%
减持
IVW
ISHARES TR
+$92.6K
16,056
-1%
减持
BAC
BANK AMERICA CORP
-$88.3K
21,759
-13%
减持
PG
PROCTER AND GAMBLE CO
+$87.2K
29,795
-0%
减持
LLY
LILLY ELI & CO
+$84.6K
675
-0%
减持
T
AT&T INC
-$83.2K
13,472
-13%
增持
NSC
NORFOLK SOUTHN CORP
+$79.5K
2,033
+13%
增持
MCD
MCDONALDS CORP
+$78.5K
3,330
+2%
减持
FOUR
SHIFT4 PMTS INC
-$71.4K
3,538
-14%
减持
BSV
VANGUARD BD INDEX FDS
-$70.5K
8,867
-8%
减持
DIS
DISNEY WALT CO
-$62.5K
5,248
-1%
增持
IAU
ISHARES GOLD TR
+$60.0K
10,953
+21%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$55.2K
58,766
-0%
增持
WTFC
WINTRUST FINL CORP
+$54.2K
4,419
+21%
增持
SLYV
SPDR SER TR
+$49.7K
29,546
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$49.4K
8,970
+2%
增持
PEP
PEPSICO INC
+$46.4K
3,141
+7%
减持
EZU
ISHARES INC
-$45.9K
6,151
-15%
减持
KR
KROGER CO
-$45.1K
18,907
-0%
增持
WMT
WALMART INC
+$42.3K
2,071
+8%
减持
EMBJ
EMBRAER S.A.
-$42.2K
12,156
-14%
增持
MDYV
SPDR SER TR
+$40.9K
7,798
+4%
减持
VO
VANGUARD INDEX FDS
-$39.9K
5,449
-7%
减持
SBUX
STARBUCKS CORP
-$39.3K
7,393
-0%
减持
BAX
BAXTER INTL INC
-$38.9K
15,754
-16%
增持
GLD
SPDR GOLD TR
+$35.0K
6,023
+6%
减持
TXN
TEXAS INSTRS INC
-$32.4K
4,595
-1%
减持
CMCSA
COMCAST CORP NEW
-$31.7K
5,309
-20%
减持
PFE
PFIZER INC
-$30.6K
7,422
-0%
增持
OKTA
OKTA INC
+$30.3K
3,390
+43%
增持
MDYG
SPDR SER TR
+$28.9K
7,407
+1%
增持
HD
HOME DEPOT INC
+$28.4K
1,009
+4%
减持
IVE
ISHARES TR
+$27.8K
4,659
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$27.6K
510
-14%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$23.1K
24,012
-1%
增持
WEC
WEC ENERGY GROUP INC
-$21.9K
3,382
+0%
减持
SLYG
SPDR SER TR
-$20.9K
8,326
-7%
增持
MUNI
PIMCO ETF TR
+$20.8K
43,714
+2%
减持
IYJ
ISHARES TR
+$20.5K
4,345
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$19.7K
10,381
-4%
增持
SPYM
SPDR SER TR
+$19.7K
4,923
+0%
减持
WM
WASTE MGMT INC DEL
+$19.0K
4,285
-3%
减持
DES
WISDOMTREE TR
-$19.0K
48,679
-2%
增持
ICLN
ISHARES TR
-$17.7K
13,528
+0%
减持
—
HORIZON THERAPEUTICS PUB L
-$17.4K
2,595
-0%
减持
JNJ
JOHNSON & JOHNSON
+$17.1K
1,877
-1%
增持
HSY
HERSHEY CO
+$16.8K
2,152
+5%
减持
DE
DEERE & CO
-$16.4K
1,702
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$16.0K
49,331
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$14.0K
11,657
+3%
减持
ITW
ILLINOIS TOOL WKS INC
+$9.7K
1,838
-1%
减持
CRM
SALESFORCE INC
+$8.4K
1,131
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$7.6K
4,412
-1%
减持
VB
VANGUARD INDEX FDS
+$5.5K
1,689
-3%
增持
HDV
ISHARES TR
-$4.4K
6,298
+0%
增持
IJS
ISHARES TR
+$3.8K
2,526
+0%
增持
GLDM
WORLD GOLD TR
-$3.5K
93,896
+3%
减持
XLB
SELECT SECTOR SPDR TR
-$2.7K
2,440
-4%
