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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 104 项
建仓 7
增持 44
减持 51
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$14.6M
1,364,506
+58%
建仓
WDAY
WORKDAY INC
+$8.9M
36,258
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$7.7M
424,638
+54%
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。
增持
VYM
VANGUARD WHITEHALL FDS
+$5.8M
431,306
+3%
增持
VOE
VANGUARD INDEX FDS
+$5.7M
274,441
+2%
增持
VBR
VANGUARD INDEX FDS
+$5.0M
224,362
+2%
减持
ABBV
ABBVIE INC
+$4.4M
202,312
-2%
减持
JMBS
JANUS DETROIT STR TR
-$3.8M
323,608
-24%
减持
JAAA
JANUS DETROIT STR TR
-$2.9M
1,984,889
-3%
增持
VBK
VANGUARD INDEX FDS
+$2.4M
111,503
+2%
增持
IJK
ISHARES TR
+$2.3M
244,174
+7%
减持
SPYG
SPDR SER TR
-$2.0M
286,257
-11%
减持
SPYV
SPDR SER TR
+$1.9M
569,290
-2%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
129,192
+0%
减持
AAPL
APPLE INC
+$1.3M
58,872
-0%
减持
FUMB
FIRST TR EXCHANGE-TRADED FD
-$1.2M
96,936
-38%
增持
HGER
HARBOR ETF TRUST
+$1.1M
444,087
+12%
减持
ABT
ABBOTT LABS
+$831.3K
191,293
-5%
增持
GLDM
WORLD GOLD TR
+$713.2K
98,375
+3%
建仓
CAAA
FIRST TR EXCHANGE-TRADED FD
+$698.4K
33,708
减持
IWS
ISHARES TR
+$633.0K
60,463
-1%
清仓
—
VERICITY INC
-$571.5K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$454.1K
8,920
-0%
清仓
IWD
ISHARES TR
-$337.8K
0
-100%
减持
DON
WISDOMTREE TR
+$316.1K
97,986
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$294.0K
18,265
-22%
增持
BAR
GRANITESHARES GOLD TR
+$286.4K
35,165
+29%
减持
PDSB
PDS BIOTECHNOLOGY CORP
+$261.1K
344,394
-4%
增持
PG
PROCTER AND GAMBLE CO
+$243.9K
29,162
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$236.3K
52,091
+6%
建仓
RTX
RTX CORPORATION
+$226.7K
1,871
建仓
CEG
CONSTELLATION ENERGY CORP
+$221.9K
854
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$216.5K
350
增持
GOOG
ALPHABET INC
-$214.1K
14,095
+1%
建仓
GWW
GRAINGER W W INC
+$214.0K
206
建仓
IJR
ISHARES TR
+$212.0K
1,813
增持
MCD
MCDONALDS CORP
+$204.1K
3,361
+5%
减持
ZS
ZSCALER INC
-$197.9K
9,079
-0%
增持
BAX
BAXTER INTL INC
+$196.7K
25,693
+10%
增持
GLD
SPDR GOLD TR
+$184.1K
6,180
+1%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$182.5K
62,223
+4%
增持
QDEL
QUIDELORTHO CORP
+$146.5K
11,466
+1%
减持
IWF
ISHARES TR
-$145.0K
711
-37%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$143.2K
55,933
+1%
增持
KR
KROGER CO
+$140.2K
19,012
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$137.4K
29,837
+3%
增持
COST
COSTCO WHSL CORP NEW
+$137.2K
847
+17%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$131.3K
39,630
-15%
减持
SBUX
STARBUCKS CORP
+$127.3K
7,300
-3%
减持
WPC
WP CAREY INC
+$126.3K
34,179
-6%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$112.8K
14,158
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$110.9K
7,929
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$104.7K
5,058
-31%
增持
IVV
ISHARES TR
+$104.7K
3,252
+0%
减持
VHT
VANGUARD WORLD FD
-$98.4K
918
-32%
减持
ADMA
ADMA BIOLOGICS INC
+$97.7K
11,600
-3%
增持
HD
HOME DEPOT INC
+$97.2K
1,029
+11%
减持
DES
WISDOMTREE TR
+$88.5K
44,212
-4%
增持
WEC
WEC ENERGY GROUP INC
+$86.5K
4,870
+0%
减持
SLYV
SPDR SER TR
+$86.0K
21,876
-6%
增持
NVDA
NVIDIA CORPORATION
+$82.2K
9,625
+9%
减持
AMZN
AMAZON COM INC
-$82.1K
10,248
-1%
减持
WMT
WALMART INC
+$74.6K
6,759
-3%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$72.9K
23,523
+11%
增持
QQQ
INVESCO QQQ TR
+$69.5K
2,294
+5%
增持
TFC
TRUIST FINL CORP
+$69.3K
15,700
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$68.1K
2,008
+0%
减持
BAC
BANK AMERICA CORP
-$62.3K
18,601
-8%
增持
PFE
PFIZER INC
+$62.0K
52,377
+1%
减持
IWO
ISHARES TR
+$58.9K
2,815
-0%
增持
HSY
HERSHEY CO
+$57.4K
2,355
+10%
减持
IAU
ISHARES GOLD TR
+$56.8K
10,153
-0%
减持
IEFA
ISHARES TR
+$54.8K
14,586
-2%
增持
LLY
ELI LILLY & CO
+$53.3K
599
+13%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
+$50.9K
125,017
-2%
减持
META
META PLATFORMS INC
+$49.5K
777
-1%
增持
MDLZ
MONDELEZ INTL INC
+$48.1K
5,055
+2%
减持
VOT
VANGUARD INDEX FDS
+$47.2K
9,249
-4%
减持
—
ARISTA NETWORKS INC
-$46.9K
802
-21%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$45.0K
137,877
+2%
减持
SLYG
SPDR SER TR
+$42.8K
7,911
-2%
减持
VB
VANGUARD INDEX FDS
+$39.2K
2,179
-1%
减持
VTI
VANGUARD INDEX FDS
+$32.9K
2,218
-0%
增持
AVGO
BROADCOM INC
+$30.9K
1,752
+937%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$28.8K
445
+6%
增持
GOOGL
ALPHABET INC
-$27.7K
1,824
+1%
减持
DIS
DISNEY WALT CO
-$27.6K
3,655
-4%
减持
T
AT&T INC
+$26.1K
10,038
-2%
减持
JNJ
JOHNSON & JOHNSON
+$25.0K
1,655
-1%
增持
—
EXXON MOBIL CORP
+$24.3K
6,091
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$23.4K
6,556
-6%
减持
IYJ
ISHARES TR
+$23.0K
2,624
-4%
增持
SPYM
SPDR SER TR
+$22.6K
5,031
+2%
减持
IEMG
ISHARES INC
+$20.5K
8,216
-3%
减持
IVW
ISHARES TR
-$18.9K
14,967
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$15.5K
6,030
-6%
减持
IJT
ISHARES TR
-$13.5K
4,153
-10%
减持
IVE
ISHARES TR
-$12.5K
4,257
-9%
增持
MSFT
MICROSOFT CORP
-$11.9K
5,620
+3%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$11.7K
21,426
-3%
减持
VNQ
VANGUARD INDEX FDS
+$10.3K
3,657
-11%
减持
JPM
JPMORGAN CHASE & CO.
-$10.3K
2,914
-6%
增持
—
VIRACTA THERAPEUTICS INC
-$2.4K
25,000
+67%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.3K
15,354
-11%
