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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 113 项
建仓 8
增持 43
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS DETROIT STR TR
-$7.5M
1,841,364
-7%
增持
VUG
VANGUARD INDEX FDS
+$5.5M
133,363
+3%
减持
ABBV
ABBVIE INC
-$3.8M
201,587
-0%
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
+$2.6M
453,500
+5%
增持
VBK
VANGUARD INDEX FDS
+$2.5M
113,636
+2%
增持
JMBS
JANUS DETROIT STR TR
+$2.4M
398,888
+23%
增持
IJK
ISHARES TR
+$1.8M
265,167
+9%
减持
PDSB
PDS BIOTECHNOLOGY CORP
-$1.2M
73,532
-79%
增持
HGER
HARBOR ETF TRUST
+$1.2M
501,314
+13%
减持
SPYV
SPDR SER TR
-$1.1M
565,590
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$918.2K
414,101
-2%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$847.5K
89,423
-28%
增持
VBR
VANGUARD INDEX FDS
+$839.6K
231,145
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$838.2K
1,437,352
+5%
减持
SPYG
SPDR SER TR
+$688.9K
275,590
-4%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$594.9K
5,895
-58%
减持
WDAY
WORKDAY INC
-$558.0K
33,258
-8%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$518.6K
19,964
-46%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$497.4K
5,908
减持
ABT
ABBOTT LABS
-$490.4K
187,998
-2%
减持
WPC
WP CAREY INC
-$475.1K
30,083
-12%
减持
PG
PROCTER AND GAMBLE CO
-$442.9K
28,567
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$410.1K
7,087
+8%
建仓
TDTF
FLEXSHARES TR
+$389.9K
16,800
建仓
ANET
ARISTA NETWORKS INC
+$369.9K
3,208
增持
MDYV
SPDR SER TR
+$366.6K
8,813
+104%
清仓
EZU
ISHARES INC
-$321.3K
0
-100%
减持
BAX
BAXTER INTL INC
-$314.5K
22,348
-13%
清仓
—
ARISTA NETWORKS INC
-$307.8K
0
-100%
减持
IVV
ISHARES TR
-$304.5K
2,656
-18%
清仓
LFUS
LITTELFUSE INC
-$293.1K
0
-100%
减持
CPNG
COUPANG INC
-$290.1K
133,914
-1%
增持
MDYG
SPDR SER TR
+$284.0K
10,907
+43%
清仓
DNP
DNP SELECT INCOME FD INC
-$249.8K
0
-100%
建仓
RAVI
FLEXSHARES TR
+$248.6K
3,304
减持
AHCO
ADAPTHEALTH CORP
-$246.6K
112,863
-8%
增持
VTI
VANGUARD INDEX FDS
+$241.3K
2,983
+34%
清仓
NVO
NOVO-NORDISK A S
-$234.8K
0
-100%
清仓
T
AT&T INC
-$220.8K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$216.5K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$215.7K
0
-100%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$215.6K
4,583
减持
IWS
ISHARES TR
-$215.2K
60,010
-1%
增持
GLDM
WORLD GOLD TR
+$210.5K
101,692
+3%
清仓
AMGN
AMGEN INC
-$209.4K
0
-100%
清仓
—
AXONICS INC
-$208.8K
0
-100%
建仓
BA
BOEING CO
+$208.7K
1,210
建仓
ZM
ZOOM COMMUNICATIONS INC
+$201.1K
2,500
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$200.4K
14,936
-18%
建仓
APH
AMPHENOL CORP NEW
+$200.1K
2,800
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$194.7K
127,504
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$193.6K
36,625
+23%
增持
NVDA
NVIDIA CORPORATION
+$193.1K
9,719
+1%
增持
SLYV
SPDR SER TR
+$183.8K
23,930
+9%
增持
GLD
SPDR GOLD TR
+$174.8K
6,857
+11%
减持
AAPL
APPLE INC
+$153.8K
57,268
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$147.0K
51,759
-1%
增持
SLYG
SPDR SER TR
+$141.0K
9,644
+22%
减持
DON
WISDOMTREE TR
-$140.7K
95,985
-2%
增持
BAR
GRANITESHARES GOLD TR
+$124.0K
39,665
+13%
减持
PFE
PFIZER INC
-$121.7K
51,387
-2%
增持
BAC
BANK AMERICA CORP
+$120.0K
18,621
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$114.6K
3,066
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$112.4K
1,238
+4%
增持
AVGO
BROADCOM INC
+$106.6K
1,788
+2%
增持
IEFA
ISHARES TR
-$100.8K
14,616
+0%
减持
VNQ
VANGUARD INDEX FDS
-$100.6K
2,923
-20%
减持
TSLA
TESLA INC
+$99.4K
1,764
-23%
减持
IVW
ISHARES TR
+$97.8K
14,949
-0%
减持
V
VISA INC
+$87.1K
3,157
-3%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$81.5K
35,828
-10%
增持
WMT
WALMART INC
+$74.3K
6,829
+1%
减持
VOT
VANGUARD INDEX FDS
+$68.0K
8,997
-3%
增持
QQQ
INVESCO QQQ TR
+$63.2K
2,296
+0%
减持
SBUX
STARBUCKS CORP
-$61.8K
7,001
-4%
增持
HSY
HERSHEY CO
-$59.9K
2,367
+1%
增持
VOE
VANGUARD INDEX FDS
-$58.9K
284,139
+4%
增持
DIS
DISNEY WALT CO
+$58.3K
3,680
+1%
减持
SMMU
PIMCO ETF TR
-$53.6K
45,758
-1%
减持
HD
HOME DEPOT INC
-$52.3K
949
-8%
减持
MSFT
MICROSOFT CORP
-$50.5K
5,606
-0%
增持
LLY
ELI LILLY & CO
-$49.1K
623
+4%
减持
DES
WISDOMTREE TR
-$46.2K
43,720
-1%
减持
IEMG
ISHARES INC
-$43.7K
8,169
-1%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$41.4K
21,346
-0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$39.8K
15,214
-1%
减持
CAAA
FIRST TR EXCHANGE-TRADED FD
-$38.5K
32,759
-3%
增持
CME
CME GROUP INC
+$37.8K
3,160
+3%
增持
KR
KROGER CO
+$36.4K
19,036
+0%
增持
COST
COSTCO WHSL CORP NEW
+$36.1K
854
+1%
减持
ZS
ZSCALER INC
+$34.9K
8,629
-5%
减持
META
META PLATFORMS INC
+$32.2K
772
-1%
减持
IYJ
ISHARES TR
-$31.7K
2,392
-9%
减持
NSC
NORFOLK SOUTHN CORP
-$30.8K
1,969
-2%
减持
DE
DEERE & CO
-$28.4K
2,054
-2%
减持
SLV
ISHARES SILVER TR
-$28.1K
7,564
-8%
减持
ADMA
ADMA BIOLOGICS INC
-$27.0K
11,200
-3%
减持
VTV
VANGUARD INDEX FDS
-$26.6K
5,624
-0%
增持
DWM
WISDOMTREE TR
-$24.3K
6,038
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$23.9K
5,839
-3%
增持
VHT
VANGUARD WORLD FD
-$21.9K
919
+0%
增持
VB
VANGUARD INDEX FDS
+$17.2K
2,208
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$15.2K
55,089
-2%
增持
WEC
WEC ENERGY GROUP INC
-$14.3K
4,873
+0%
增持
DLN
WISDOMTREE TR
-$10.9K
19,692
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$9.8K
1,218
+9%
增持
SPYM
SPDR SER TR
+$9.1K
5,034
+0%
增持
JNJ
JOHNSON & JOHNSON
-$8.7K
1,775
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$7.3K
24,318
+3%
减持
VGT
VANGUARD WORLD FD
+$5.6K
479
-5%
减持
VO
VANGUARD INDEX FDS
+$1.7K
5,282
-1%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.6K
5,063
+1%
增持
MCD
MCDONALDS CORP
+$28
3,537
+5%
