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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 132 项
建仓 15
增持 55
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$6.3M
131,526
-1%
减持
ABBV
ABBVIE INC
+$6.0M
201,269
-0%
增持
JMBS
JANUS DETROIT STR TR
+$4.9M
496,248
+24%
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。
减持
VBK
VANGUARD INDEX FDS
-$3.9M
112,632
-1%
减持
ABT
ABBOTT LABS
+$3.3M
185,774
-1%
增持
JAAA
JANUS DETROIT STR TR
+$3.3M
1,907,867
+4%
减持
SPYG
SPDR SER TR
-$3.0M
267,069
-3%
增持
VBR
VANGUARD INDEX FDS
-$2.2M
234,633
+2%
增持
HGER
HARBOR ETF TRUST
+$2.0M
547,798
+9%
减持
HQY
HEALTHEQUITY INC
-$1.7M
65,000
-13%
减持
AAPL
APPLE INC
-$1.3M
56,736
-1%
减持
SPYV
SPDR SER TR
-$1.1M
545,888
-3%
增持
GLDM
WORLD GOLD TR
+$1.0M
102,601
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
457,046
+1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$887.2K
1,505,302
+5%
增持
IJK
ISHARES TR
+$749.5K
300,562
+13%
建仓
PYLD
PIMCO ETF TR
+$723.0K
27,438
增持
VOE
VANGUARD INDEX FDS
+$541.0K
289,633
+2%
增持
GOOG
ALPHABET INC
-$530.6K
14,351
+2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$508.3K
13,974
+137%
增持
GLD
SPDR GOLD TR
+$491.6K
7,526
+10%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$483.9K
6,000
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$483.2K
1,958
减持
SPY
SPDR S&P 500 ETF TR
-$481.3K
6,597
-7%
建仓
MS
MORGAN STANLEY
+$436.1K
3,738
减持
SLYV
SPDR SER TR
-$403.6K
21,422
-10%
清仓
TDTF
FLEXSHARES TR
-$389.9K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$386.7K
8,413
减持
MDYV
SPDR SER TR
-$377.0K
4,313
-51%
增持
JPM
JPMORGAN CHASE & CO.
+$375.3K
4,418
+52%
减持
MDYG
SPDR SER TR
-$347.2K
7,637
-30%
增持
MA
MASTERCARD INCORPORATED
+$335.7K
8,935
+0%
清仓
MDLZ
MONDELEZ INTL INC
-$294.7K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$285.2K
1,707
-49%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$281.9K
57,604
+5%
建仓
GDXJ
VANECK ETF TRUST
+$278.0K
4,860
减持
VTI
VANGUARD INDEX FDS
-$259.6K
2,218
-26%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$258.7K
10,602
-29%
减持
PG
PROCTER AND GAMBLE CO
+$251.4K
28,514
-0%
增持
DE
DEERE & CO
+$250.8K
2,343
+14%
建仓
JBBB
JANUS DETROIT STR TR
+$248.7K
5,110
清仓
RAVI
FLEXSHARES TR
-$248.6K
0
-100%
减持
SLYG
SPDR SER TR
-$247.5K
7,592
-21%
减持
SMMU
PIMCO ETF TR
-$243.7K
40,758
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$243.2K
3,064
-0%
清仓
VHT
VANGUARD WORLD FD
-$237.1K
0
-100%
减持
IWS
ISHARES TR
-$235.4K
59,899
-0%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$234.4K
0
-100%
增持
PFE
PFIZER INC
+$228.4K
64,031
+25%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$222.2K
45,331
-12%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$217.6K
875
减持
WEC
WEC ENERGY GROUP INC
-$214.8K
2,195
-55%
建仓
T
AT&T INC
+$213.3K
7,544
减持
MUNI
PIMCO ETF TR
-$212.8K
42,964
-9%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$211.7K
1,937
清仓
IJR
ISHARES TR
-$209.1K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$208.7K
1,711
减持
QQQ
INVESCO QQQ TR
-$207.0K
2,081
-9%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$205.1K
2,033
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$203.4K
412,258
-0%
建仓
AMGN
AMGEN INC
+$202.5K
650
清仓
ZM
ZOOM COMMUNICATIONS INC
-$201.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$200.1K
3,600
+97%
清仓
APH
AMPHENOL CORP NEW
-$200.1K
0
-100%
增持
BAR
GRANITESHARES GOLD TR
+$196.8K
40,015
+1%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$193.0K
87,261
-10%
增持
NVDA
NVIDIA CORPORATION
-$184.1K
10,868
+12%
增持
TSLA
TESLA INC
-$184.1K
1,974
+12%
增持
AMZN
AMAZON COM INC
-$174.0K
11,049
+8%
增持
KR
KROGER CO
+$165.4K
19,075
+0%
增持
MSFT
MICROSOFT CORP
-$163.0K
5,873
+5%
建仓
SILJ
AMPLIFY ETF TR
+$161.9K
13,357
减持
VOT
VANGUARD INDEX FDS
-$151.2K
8,864
-1%
减持
IVW
ISHARES TR
-$145.5K
14,924
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$139.9K
60,223
-3%
减持
WTFC
WINTRUST FINL CORP
-$124.9K
2,779
-19%
增持
DON
WISDOMTREE TR
-$114.0K
96,028
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$104.2K
19,971
-18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$92.9K
36,637
+0%
增持
SLV
ISHARES SILVER TR
+$92.6K
9,659
+28%
增持
MCD
MCDONALDS CORP
+$87.8K
3,557
+1%
减持
IVV
ISHARES TR
-$87.7K
2,640
-1%
增持
CAT
CATERPILLAR INC
+$84.7K
952
+51%
增持
DES
WISDOMTREE TR
-$80.0K
43,761
+0%
减持
WMT
WALMART INC
-$77.8K
6,178
-10%
增持
COST
COSTCO WHSL CORP NEW
+$77.7K
914
+7%
减持
EMBJ
EMBRAER S.A.
+$77.2K
11,656
-4%
增持
LLY
ELI LILLY & CO
+$76.5K
676
+9%
减持
IYJ
ISHARES TR
-$70.4K
1,910
-20%
增持
—
EXXON MOBIL CORP
+$66.6K
6,129
+1%
减持
BAX
BAXTER INTL INC
+$63.2K
21,158
-5%
减持
OKTA
OKTA INC
+$61.5K
3,010
-0%
增持
—
KULR TECHNOLOGY GROUP INC
-$55.1K
28,645
+1%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$50.7K
84,468
-6%
减持
VB
VANGUARD INDEX FDS
-$49.9K
2,183
-1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$49.7K
122,306
-4%
减持
DIS
DISNEY WALT CO
-$47.0K
3,677
-0%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$46.5K
6,320
+7%
增持
ORCL
ORACLE CORP
-$45.4K
2,628
+3%
增持
PEP
PEPSICO INC
+$43.6K
3,192
+7%
增持
RTX
RTX CORPORATION
+$42.3K
1,941
+4%
增持
JNJ
JOHNSON & JOHNSON
+$40.6K
1,810
+2%
增持
VO
VANGUARD INDEX FDS
-$37.0K
5,283
+0%
增持
DLN
WISDOMTREE TR
+$36.5K
19,775
+0%
减持
SBUX
STARBUCKS CORP
+$36.0K
6,993
-0%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$33.8K
75,382
+3%
增持
DWM
WISDOMTREE TR
+$31.8K
6,061
+0%
增持
BAC
BANK AMERICA CORP
-$26.0K
19,940
+7%
建仓
ANTX
AN2 THERAPEUTICS INC
+$25.8K
18,950
增持
META
META PLATFORMS INC
-$25.7K
783
+1%
减持
SPYM
SPDR SER TR
-$23.9K
4,940
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$22.3K
11,763
+4%
减持
—
AON PLC
+$22.2K
1,127
-8%
增持
VGT
VANGUARD WORLD FD
+$21.1K
594
+24%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$19.2K
19,864
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$16.4K
1,001
+17%
增持
HSY
HERSHEY CO
+$16.2K
2,386
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$15.6K
15,120
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$14.4K
1,223
-1%
增持
VNQ
VANGUARD INDEX FDS
+$9.3K
2,926
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$8.3K
5,861
+0%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$6.3K
35,495
-1%
减持
WPC
WP CAREY INC
+$5.5K
26,300
-13%
清仓
—
VIRACTA THERAPEUTICS INC
-$5.3K
0
-100%
减持
CAAA
FIRST TR EXCHANGE-TRADED FD
-$3.6K
32,259
-2%
减持
HDV
ISHARES TR
-$3.6K
5,847
-8%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.1K
5,104
+1%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.9K
20,983
-2%
增持
BA
BOEING CO
+$2.7K
1,240
+2%
增持
FBCG
FIDELITY COVINGTON TRUST
-$2.1K
5,343
+17%
减持
IVE
ISHARES TR
-$2.0K
4,256
-0%
增持
NSC
NORFOLK SOUTHN CORP
-$1.6K
1,970
+0%
