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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 93 项
建仓 3
增持 41
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$5.6M
940,928
+12%
减持
ABT
ABBOTT LABS
-$5.0M
192,478
-11%
减持
CPNG
COUPANG INC
-$4.2M
520,176
-30%
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
WDAY
WORKDAY INC
+$3.9M
18,096
建仓
FMB
FIRST TR EXCH TRADED FD III
+$3.4M
70,010
增持
JMBS
JANUS DETROIT STR TR
+$2.6M
208,789
+47%
增持
HGER
HARBOR ETF TRUST
+$2.3M
286,112
+44%
减持
SPYG
SPDR SER TR
-$2.0M
351,544
-6%
减持
SPYV
SPDR SER TR
-$1.7M
604,909
-2%
增持
VBK
VANGUARD INDEX FDS
-$1.4M
105,048
+1%
增持
AAPL
APPLE INC
-$1.3M
59,716
+1%
增持
VUG
VANGUARD INDEX FDS
-$1.1M
123,558
+1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.1M
193,262
-24%
增持
VOE
VANGUARD INDEX FDS
-$1.0M
247,203
+2%
减持
WPC
WP CAREY INC
-$917.3K
52,150
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$785.7K
33,067
-32%
减持
SRLN
SSGA ACTIVE ETF TR
-$707.4K
5,506
-75%
减持
ABBV
ABBVIE INC
-$617.7K
211,586
-11%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$559.5K
399,526
-2%
增持
VBR
VANGUARD INDEX FDS
-$506.7K
202,218
+2%
建仓
TFC
TRUIST FINL CORP
+$443.5K
15,500
减持
IWS
ISHARES TR
-$373.1K
58,817
-1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$272.1K
736,521
+10%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$255.6K
0
-100%
减持
DON
WISDOMTREE TR
-$244.7K
100,883
-3%
清仓
FOUR
SHIFT4 PMTS INC
-$240.3K
0
-100%
增持
CME
CME GROUP INC
+$230.1K
3,000
+50%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$214.0K
46,755
-18%
清仓
DNL
WISDOMTREE TR
-$210.0K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$207.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$202.4K
29,608
-1%
清仓
XLB
SELECT SECTOR SPDR TR
-$202.2K
0
-100%
增持
GOOG
ALPHABET INC
+$189.7K
13,971
+2%
减持
GLDM
WORLD GOLD TR
-$162.0K
93,139
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$149.6K
66,357
-4%
减持
VOT
VANGUARD INDEX FDS
-$147.5K
9,521
-2%
增持
ZS
ZSCALER INC
+$134.3K
13,670
+0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$127.1K
48,790
-1%
减持
IYJ
ISHARES TR
-$123.4K
3,344
-23%
增持
SLYV
SPDR SER TR
-$116.0K
29,911
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$107.8K
6,907
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$107.2K
7,488
-16%
增持
WEC
WEC ENERGY GROUP INC
+$96.0K
4,897
+45%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$94.0K
55,714
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.8K
3,498
+5%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$85.6K
12,823
+8%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$84.9K
182,265
-2%
减持
VO
VANGUARD INDEX FDS
-$84.7K
5,354
-2%
增持
PFE
PFIZER INC
+$79.7K
10,611
+43%
增持
MSFT
MICROSOFT CORP
-$78.1K
5,196
+3%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$64.4K
23,007
-4%
减持
—
EXXON MOBIL CORP
+$62.2K
6,657
-1%
减持
MMM
3M CO
-$60.5K
2,850
-13%
增持
NSC
NORFOLK SOUTHN CORP
-$60.4K
2,035
+0%
减持
JNJ
JOHNSON & JOHNSON
-$59.3K
1,614
-14%
减持
IVV
ISHARES TR
-$57.1K
3,343
-0%
减持
IWF
ISHARES TR
-$55.5K
768
-19%
减持
PEP
PEPSICO INC
-$55.3K
3,107
-1%
增持
BAX
BAXTER INTL INC
+$48.5K
20,303
+29%
增持
IEFA
ISHARES TR
-$46.6K
15,065
+0%
减持
IAU
ISHARES GOLD TR
-$43.3K
10,153
-7%
增持
KR
KROGER CO
-$41.3K
18,934
+0%
增持
DIS
DISNEY WALT CO
-$39.6K
5,292
+1%
减持
SLYG
SPDR SER TR
-$38.3K
8,222
-1%
减持
LLY
ELI LILLY & CO
-$37.3K
520
-23%
减持
DES
WISDOMTREE TR
-$37.2K
48,379
-1%
减持
IEMG
ISHARES INC
-$36.7K
9,424
-4%
减持
BAC
BANK AMERICA CORP
-$34.0K
21,559
-1%
减持
V
VISA INC
-$33.9K
3,262
-1%
增持
GLD
SPDR GOLD TR
-$31.3K
6,080
+1%
减持
T
AT&T INC
-$31.2K
12,231
-9%
增持
DLN
WISDOMTREE TR
-$30.2K
19,742
+1%
增持
WMT
WALMART INC
+$29.7K
2,221
+7%
减持
AMZN
AMAZON COM INC
-$27.8K
9,479
-3%
增持
MDYV
SPDR SER TR
+$26.4K
8,677
+11%
增持
TSLA
TESLA INC
-$25.4K
2,355
+0%
增持
VTV
VANGUARD INDEX FDS
-$25.3K
6,229
+0%
减持
VB
VANGUARD INDEX FDS
-$21.9K
1,661
-2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$21.6K
9,808
-6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$21.1K
13,062
+12%
增持
QQQ
INVESCO QQQ TR
-$20.9K
2,202
+0%
增持
COST
COSTCO WHSL CORP NEW
+$17.2K
547
+1%
增持
MDYG
SPDR SER TR
-$16.5K
7,437
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$14.4K
31,046
-1%
增持
NVDA
NVIDIA CORPORATION
+$12.2K
947
+0%
增持
HDV
ISHARES TR
-$8.6K
6,332
+1%
增持
PDSB
PDS BIOTECHNOLOGY CORP
+$8.0K
330,874
+0%
增持
SPYM
SPDR SER TR
-$8.0K
4,945
+0%
增持
IJK
ISHARES TR
-$7.8K
206,151
+4%
减持
MA
MASTERCARD INCORPORATED
+$4.2K
8,937
-1%
增持
BND
VANGUARD BD INDEX FDS
-$3.2K
3,363
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$2.9K
380,732
+3%
增持
JPM
JPMORGAN CHASE & CO
+$647
3,670
+0%
