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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 10
增持 48
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VBR
VANGUARD INDEX FDS
+$5.3M
208,849
+3%
增持
VOE
VANGUARD INDEX FDS
+$4.7M
255,085
+3%
增持
VUG
VANGUARD INDEX FDS
+$4.4M
124,406
+1%
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。
清仓
WDAY
WORKDAY INC
-$3.9M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.9M
384,330
+1%
增持
JAAA
JANUS DETROIT STR TR
+$3.6M
1,012,043
+8%
减持
SPYV
SPDR SER TR
+$3.0M
595,650
-2%
增持
VBK
VANGUARD INDEX FDS
+$2.9M
106,541
+1%
建仓
MGOV
FIRST TR EXCHANGE-TRADED FD
+$2.9M
139,705
增持
ABT
ABBOTT LABS
+$2.7M
193,945
+1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.3M
776,710
+5%
减持
ABBV
ABBVIE INC
+$2.1M
210,535
-0%
增持
IJK
ISHARES TR
+$1.9M
212,902
+3%
减持
SPYG
SPDR SER TR
+$1.0M
341,585
-3%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.0M
161,313
-17%
增持
JMBS
JANUS DETROIT STR TR
+$745.3K
214,778
+3%
减持
CPNG
COUPANG INC
-$703.9K
517,426
-1%
增持
IWS
ISHARES TR
+$692.3K
58,848
+0%
减持
AAPL
APPLE INC
+$690.2K
58,792
-2%
增持
HQY
HEALTHEQUITY INC
-$584.5K
85,005
+0%
增持
HGER
HARBOR ETF TRUST
-$478.4K
293,690
+3%
减持
DON
WISDOMTREE TR
+$477.6K
100,737
-0%
增持
GLDM
WORLD GOLD TR
+$463.1K
95,016
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$460.4K
58,363
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$432.1K
7,162
+4%
建仓
—
AON PLC
+$409.0K
1,420
增持
MSFT
MICROSOFT CORP
+$328.4K
5,309
+2%
增持
MUNI
PIMCO ETF TR
+$326.2K
47,714
+9%
增持
AMZN
AMAZON COM INC
+$308.9K
10,097
+7%
减持
FMB
FIRST TR EXCH TRADED FD III
-$307.1K
60,392
-14%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$302.7K
19,437
+49%
清仓
—
HORIZON THERAPEUTICS PUB L
-$300.2K
0
-100%
增持
SMMU
PIMCO ETF TR
+$294.6K
45,758
+12%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$281.2K
1,139
清仓
MMM
3M CO
-$266.8K
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$266.5K
1,211
-50%
建仓
FOUR
SHIFT4 PMTS INC
+$259.5K
3,538
减持
MDYV
SPDR SER TR
-$255.1K
4,193
-52%
减持
ZS
ZSCALER INC
+$241.0K
11,150
-18%
减持
—
VERICITY INC
+$239.7K
50,004
-7%
增持
MA
MASTERCARD INCORPORATED
+$238.3K
8,952
+0%
减持
SLYV
SPDR SER TR
-$235.0K
23,255
-22%
清仓
BND
VANGUARD BD INDEX FDS
-$234.7K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$232.6K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$230.9K
997
建仓
GOOGL
ALPHABET INC
+$230.7K
1,670
增持
VOT
VANGUARD INDEX FDS
+$230.0K
9,636
+1%
清仓
CRM
SALESFORCE INC
-$229.3K
0
-100%
建仓
DNL
WISDOMTREE TR
+$213.7K
5,864
增持
BAX
BAXTER INTL INC
+$199.5K
24,859
+22%
减持
WPC
WP CAREY INC
-$193.4K
39,910
-23%
减持
DES
WISDOMTREE TR
+$192.7K
48,309
-0%
减持
—
EXXON MOBIL CORP
-$169.5K
5,991
-10%
增持
DE
DEERE & CO
+$168.3K
2,022
+19%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$146.3K
52,883
+312%
增持
WM
WASTE MGMT INC DEL
+$137.2K
4,400
+3%
减持
IVV
ISHARES TR
+$135.4K
3,308
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$134.8K
393,957
-1%
增持
IWF
ISHARES TR
+$129.0K
1,116
+45%
减持
PFE
PFIZER INC
-$125.5K
7,617
-28%
减持
VO
VANGUARD INDEX FDS
+$113.7K
5,311
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$112.6K
7,995
-0%
增持
IVE
ISHARES TR
+$99.7K
4,668
+0%
减持
QQQ
INVESCO QQQ TR
+$97.3K
2,201
-0%
减持
DLN
WISDOMTREE TR
+$95.5K
19,652
-0%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$88.7K
55,342
-1%
增持
COST
COSTCO WHSL CORP NEW
+$85.9K
607
+11%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$85.3K
44,312
-9%
增持
HD
HOME DEPOT INC
+$84.5K
1,128
+12%
增持
SLYG
SPDR SER TR
+$83.3K
8,277
+1%
减持
DIS
DISNEY WALT CO
-$82.6K
3,818
-28%
减持
IVW
ISHARES TR
+$80.0K
15,950
-1%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$73.0K
177,265
-3%
增持
NVDA
NVIDIA CORPORATION
+$72.7K
1,006
+6%
减持
IWO
ISHARES TR
+$72.6K
2,851
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$71.6K
2,004
-2%
减持
BAC
BANK AMERICA CORP
+$70.4K
19,488
-10%
减持
IEFA
ISHARES TR
+$68.6K
14,918
-1%
增持
PDSB
PDS BIOTECHNOLOGY CORP
+$62.5K
336,594
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$61.2K
31,811
-4%
增持
VNQ
VANGUARD INDEX FDS
+$55.7K
4,130
+0%
建仓
ADMA
ADMA BIOLOGICS INC
+$54.6K
12,000
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$47.2K
8,718
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$44.0K
3,502
+0%
减持
ICLN
ISHARES TR
-$43.5K
10,022
-26%
增持
IAU
ISHARES GOLD TR
+$41.7K
10,193
+0%
增持
SBUX
STARBUCKS CORP
+$36.5K
7,593
+3%
减持
VB
VANGUARD INDEX FDS
+$35.8K
1,651
-1%
增持
IWD
ISHARES TR
+$34.9K
1,936
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$33.9K
6,884
-8%
增持
LLY
ELI LILLY & CO
+$32.2K
526
+1%
增持
KR
KROGER CO
+$30.1K
18,961
+0%
增持
T
AT&T INC
+$29.6K
12,366
+1%
减持
HDV
ISHARES TR
+$28.9K
6,325
-0%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$28.1K
22,622
-2%
减持
WEC
WEC ENERGY GROUP INC
+$28.0K
4,894
-0%
增持
WMT
WALMART INC
+$27.9K
2,405
+8%
增持
SPYM
SPDR SER TR
+$26.6K
4,949
+0%
减持
PG
PROCTER AND GAMBLE CO
+$26.1K
29,210
-1%
减持
TXN
TEXAS INSTRS INC
+$21.5K
4,444
-3%
减持
IYJ
ISHARES TR
-$20.4K
2,794
-16%
增持
ORCL
ORACLE CORP
+$19.0K
2,547
+10%
减持
JPM
JPMORGAN CHASE & CO
-$17.9K
2,989
-19%
减持
SRLN
SSGA ACTIVE ETF TR
-$16.7K
5,107
-7%
减持
IEMG
ISHARES INC
-$16.5K
8,649
-8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$15.4K
430
-16%
减持
OKTA
OKTA INC
-$14.0K
3,015
-11%
增持
HSY
HERSHEY CO
-$13.4K
2,172
+1%
减持
VTV
VANGUARD INDEX FDS
-$12.4K
5,629
-10%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$9.7K
35,134
+17%
增持
JNJ
JOHNSON & JOHNSON
+$7.0K
1,615
+0%
建仓
—
VIRACTA THERAPEUTICS INC
+$5.9K
10,000
建仓
—
KULR TECHNOLOGY GROUP INC
+$5.2K
28,500
增持
TSLA
TESLA INC
+$2.2K
2,381
+1%
