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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 107 项
建仓 12
增持 43
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$9.6M
1,194,112
+18%
增持
JMBS
JANUS DETROIT STR TR
+$8.6M
408,746
+90%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$5.8M
272,811
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。
-31%
减持
CPNG
COUPANG INC
-$5.7M
135,914
-74%
增持
VUG
VANGUARD INDEX FDS
+$5.5M
126,498
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.3M
400,466
+4%
减持
ABBV
ABBVIE INC
+$4.4M
208,766
-1%
增持
VOE
VANGUARD INDEX FDS
+$3.6M
261,204
+2%
增持
VBR
VANGUARD INDEX FDS
+$3.5M
213,562
+2%
增持
IJK
ISHARES TR
+$3.1M
216,958
+2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.8M
817,262
+5%
增持
VBK
VANGUARD INDEX FDS
+$2.4M
106,860
+0%
减持
SPYG
SPDR SER TR
+$2.3M
330,379
-3%
增持
HGER
HARBOR ETF TRUST
+$1.9M
359,697
+22%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.8M
28,293
-52%
减持
SPYV
SPDR SER TR
+$1.4M
585,273
-2%
增持
PFE
PFIZER INC
+$1.1M
46,864
+515%
增持
ABT
ABBOTT LABS
+$956.5K
195,859
+1%
增持
AAPL
APPLE INC
-$749.9K
59,274
+1%
增持
AHCO
ADAPTHEALTH CORP
+$740.0K
122,863
+32%
增持
IWS
ISHARES TR
+$734.9K
60,354
+3%
增持
ZS
ZSCALER INC
-$604.9K
11,650
+4%
减持
MA
MASTERCARD INCORPORATED
+$530.1K
8,943
-0%
减持
WPC
WP CAREY INC
-$518.2K
37,361
-6%
减持
HQY
HEALTHEQUITY INC
+$497.9K
75,005
-12%
减持
PG
PROCTER AND GAMBLE CO
+$382.0K
29,132
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$352.8K
7,146
-0%
增持
GLDM
WORLD GOLD TR
+$340.1K
95,748
+1%
增持
AMZN
AMAZON COM INC
+$330.4K
10,224
+1%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$327.8K
354,977
+5%
减持
DON
WISDOMTREE TR
+$281.0K
100,282
-0%
建仓
VGT
VANGUARD WORLD FD
+$263.9K
503
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$259.4K
128,651
-8%
建仓
META
META PLATFORMS INC
+$256.4K
528
建仓
NVO
NOVO-NORDISK A S
+$253.2K
1,972
建仓
AVGO
BROADCOM INC
+$231.9K
175
建仓
BAR
GRANITESHARES GOLD TR
+$231.1K
10,525
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$224.1K
22,048
-29%
建仓
VTI
VANGUARD INDEX FDS
+$219.0K
843
减持
NVDA
NVIDIA CORPORATION
+$218.5K
778
-23%
清仓
SRLN
SSGA ACTIVE ETF TR
-$214.2K
0
-100%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$211.4K
887
建仓
GWW
GRAINGER W W INC
+$209.6K
206
增持
KR
KROGER CO
+$207.4K
18,987
+0%
建仓
—
AXONICS INC
+$206.9K
3,000
建仓
CAT
CATERPILLAR INC
+$205.3K
560
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$203.4K
350
建仓
IJR
ISHARES TR
+$200.4K
1,813
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$193.5K
49,543
+12%
减持
TSLA
TESLA INC
-$191.7K
2,274
-4%
增持
GOOG
ALPHABET INC
+$183.5K
14,011
+0%
增持
IVW
ISHARES TR
+$180.1K
16,090
+1%
减持
VOT
VANGUARD INDEX FDS
+$177.8K
9,594
-0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$175.0K
144,823
-10%
增持
IVV
ISHARES TR
+$168.4K
3,309
+0%
减持
MSFT
MICROSOFT CORP
+$167.0K
5,077
-4%
增持
VB
VANGUARD INDEX FDS
+$161.0K
2,235
+35%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$156.5K
169,765
-4%
增持
WM
WASTE MGMT INC DEL
+$147.7K
4,401
+0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$131.8K
13,154
-75%
减持
DIS
DISNEY WALT CO
+$120.1K
3,812
-0%
增持
BAC
BANK AMERICA CORP
+$104.5K
20,178
+4%
增持
JPM
JPMORGAN CHASE & CO
+$104.4K
3,089
+3%
增持
COST
COSTCO WHSL CORP NEW
+$100.3K
676
+11%
增持
VO
VANGUARD INDEX FDS
+$98.5K
5,312
+0%
增持
LLY
ELI LILLY & CO
+$98.4K
527
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$93.6K
1,169
+3%
增持
MDYG
SPDR SER TR
+$91.7K
7,457
+0%
减持
QQQ
INVESCO QQQ TR
+$88.5K
2,195
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$87.3K
3,226
-8%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$78.1K
55,644
+1%
增持
IEFA
ISHARES TR
+$73.4K
14,974
+0%
减持
MCD
MCDONALDS CORP
-$73.2K
3,249
-2%
减持
GLD
SPDR GOLD TR
+$60.3K
5,930
-2%
增持
IVE
ISHARES TR
+$57.8K
4,680
+0%
增持
WTFC
WINTRUST FINL CORP
+$53.0K
4,429
+0%
减持
IWO
ISHARES TR
+$51.6K
2,821
-1%
减持
MUNI
PIMCO ETF TR
-$50.8K
46,964
-2%
减持
DES
WISDOMTREE TR
-$50.1K
46,110
-5%
减持
BAX
BAXTER INTL INC
+$47.7K
23,712
-5%
减持
FMB
FIRST TR EXCH TRADED FD III
-$46.5K
59,746
-1%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$43.9K
21,415
-5%
增持
HDV
ISHARES TR
+$43.1K
6,335
+0%
减持
HD
HOME DEPOT INC
+$41.0K
1,122
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$39.1K
6,389
-7%
增持
NSC
NORFOLK SOUTHN CORP
+$38.8K
2,006
+0%
减持
SBUX
STARBUCKS CORP
-$38.0K
7,367
-3%
减持
SLYG
SPDR SER TR
+$34.2K
8,253
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$30.1K
29,435
-7%
增持
SPYM
SPDR SER TR
+$29.5K
4,951
+0%
减持
IYJ
ISHARES TR
+$28.0K
2,744
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$25.8K
18,123
-7%
增持
WMT
WALMART INC
+$25.1K
6,784
+182%
减持
WEC
WEC ENERGY GROUP INC
-$22.9K
4,865
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$21.8K
8,215
-6%
增持
MDYV
SPDR SER TR
+$20.1K
4,313
+3%
减持
T
AT&T INC
-$19.6K
11,009
-11%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$16.2K
420
-2%
减持
PEP
PEPSICO INC
-$13.6K
2,992
-4%
增持
—
VIRACTA THERAPEUTICS INC
+$9.4K
15,000
+50%
减持
JNJ
JOHNSON & JOHNSON
-$8.6K
1,579
-2%
清仓
—
NIKOLA CORP
-$8.3K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$8.0K
5,163
-3%
减持
SHV
ISHARES TR
+$5.3K
18,190
-0%
减持
IEMG
ISHARES INC
+$4.9K
8,468
-2%
减持
HSY
HERSHEY CO
-$2.2K
2,134
-2%
减持
VHT
VANGUARD WORLD FD
-$715
1,137
-6%
