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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 8
增持 52
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
CLOA
BLACKROCK ETF TRUST II
+$22.6M
435,635
减持
JAAA
JANUS DETROIT STR TR
-$21.6M
1,480,409
-22%
减持
VUG
VANGUARD INDEX FDS
+$8.3M
130,095
-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。
增持
SPYG
SPDR SERIES TRUST
+$4.5M
272,450
+2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.3M
1,515,751
+1%
增持
ABBV
ABBVIE INC
-$4.0M
205,477
+2%
减持
VBK
VANGUARD INDEX FDS
+$2.6M
111,949
-1%
增持
IJK
ISHARES TR
+$2.3M
300,872
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$2.0M
457,031
-0%
减持
VBR
VANGUARD INDEX FDS
+$1.5M
231,924
-1%
增持
ABT
ABBOTT LABS
+$1.2M
189,829
+2%
增持
CPNG
COUPANG INC
+$1.1M
134,314
+0%
减持
ZS
ZSCALER INC
+$985.8K
8,594
-0%
增持
AMZN
AMAZON COM INC
+$928.9K
13,816
+25%
增持
JMBS
JANUS DETROIT STR TR
+$871.7K
517,250
+4%
增持
VO
VANGUARD INDEX FDS
+$811.6K
7,783
+47%
增持
AAPL
APPLE INC
-$796.1K
57,546
+1%
减持
VOE
VANGUARD INDEX FDS
+$723.8K
287,130
-1%
建仓
VOO
VANGUARD INDEX FDS
+$722.5K
1,272
增持
VB
VANGUARD INDEX FDS
+$621.2K
4,664
+114%
减持
MCD
MCDONALDS CORP
-$612.0K
1,709
-52%
增持
HGER
HARBOR ETF TRUST
+$585.4K
566,484
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$543.3K
422,450
+2%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$483.9K
0
-100%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$483.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$480.2K
10,495
-3%
增持
GLD
SPDR GOLD TR
+$464.3K
8,637
+15%
增持
VOT
VANGUARD INDEX FDS
+$453.9K
9,221
+4%
减持
MA
MASTERCARD INCORPORATED
-$453.4K
7,908
-11%
增持
GLDM
WORLD GOLD TR
+$435.1K
103,557
+1%
增持
JBBB
JANUS DETROIT STR TR
+$434.1K
14,164
+177%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$426.3K
40,143
+10%
减持
BAC
BANK AMERICA CORP
-$409.6K
8,928
-55%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$396.5K
3,974
-63%
减持
IWS
ISHARES TR
+$358.1K
59,813
-0%
减持
MSFT
MICROSOFT CORP
+$356.0K
5,148
-12%
减持
PG
PROCTER AND GAMBLE CO
-$348.6K
28,312
-1%
建仓
APH
AMPHENOL CORP NEW
+$276.5K
2,800
减持
FUMB
FIRST TR EXCH TRADED FD III
-$258.9K
74,361
-15%
增持
BAR
GRANITESHARES GOLD TR
+$246.7K
45,365
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$231.4K
4,537
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$216.8K
306
清仓
T
AT&T INC
-$213.3K
0
-100%
建仓
VFH
VANGUARD WORLD FD
+$210.0K
1,650
清仓
DNL
WISDOMTREE TR
-$209.2K
0
-100%
减持
IVW
ISHARES TR
+$208.2K
14,474
-3%
减持
WDAY
WORKDAY INC
+$204.4K
33,213
-0%
清仓
AMGN
AMGEN INC
-$202.5K
0
-100%
建仓
IWD
ISHARES TR
+$200.9K
1,034
减持
SPYV
SPDR SERIES TRUST
+$191.2K
536,296
-2%
增持
DIS
DISNEY WALT CO
+$186.1K
4,427
+20%
增持
PYLD
PIMCO ETF TR
+$185.2K
34,219
+25%
增持
META
META PLATFORMS INC
+$182.0K
858
+10%
减持
WPC
WP CAREY INC
-$170.2K
23,879
-9%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$169.1K
12,499
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$167.7K
3,014
-2%
减持
QQQ
INVESCO QQQ TR
+$166.6K
2,071
-0%
清仓
SILJ
AMPLIFY ETF TR
-$161.9K
0
-100%
增持
MDYG
SPDR SERIES TRUST
+$160.8K
8,837
+16%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$160.0K
10,057
减持
CRWD
CROWDSTRIKE HLDGS INC
+$150.4K
1,142
-7%
减持
FMB
FIRST TR EXCH TRADED FD III
-$144.4K
58,053
-4%
增持
BA
BOEING CO
+$138.9K
1,672
+35%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$130.3K
121,238
-1%
减持
GOOG
ALPHABET INC
+$125.7K
13,348
-7%
增持
TSLA
TESLA INC
+$120.6K
1,990
+1%
增持
IEFA
ISHARES TR
+$117.3K
14,651
+0%
增持
VGT
VANGUARD WORLD FD
+$113.1K
656
+10%
增持
JNJ
JOHNSON & JOHNSON
+$101.1K
2,627
+45%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$99.9K
6,310
-0%
减持
GDX
VANECK ETF TRUST
-$97.9K
5,549
-34%
增持
GOOGL
ALPHABET INC
+$93.6K
3,691
+3%
增持
DE
DEERE & CO
+$92.6K
2,345
+0%
减持
DON
WISDOMTREE TR
-$90.0K
93,084
-3%
减持
DES
WISDOMTREE TR
-$88.5K
41,250
-6%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$86.4K
57,239
-1%
减持
IVV
ISHARES TR
+$84.4K
2,525
-4%
减持
—
AON PLC
-$83.4K
1,027
-9%
增持
TFC
TRUIST FINL CORP
+$81.3K
16,920
+8%
增持
KR
KROGER CO
+$79.7K
19,111
+0%
减持
—
EXXON MOBIL CORP
-$72.3K
6,092
-1%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
+$65.5K
19,814
-0%
增持
DLN
WISDOMTREE TR
+$63.9K
19,886
+1%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$61.3K
81,868
-3%
减持
PEP
PEPSICO INC
-$61.1K
3,162
-1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$59.8K
43,916
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$58.0K
5,093
-13%
减持
WMT
WALMART INC
+$57.9K
6,139
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$53.3K
6,059
-8%
减持
SLV
ISHARES SILVER TR
-$51.2K
7,564
-22%
增持
IEMG
ISHARES INC
+$50.2K
8,180
+0%
增持
PFE
PFIZER INC
-$48.5K
64,935
+1%
减持
IYJ
ISHARES TR
-$48.4K
1,407
-26%
增持
COST
COSTCO WHSL CORP NEW
+$43.5K
918
+0%
增持
CME
CME GROUP INC
+$42.3K
3,195
+1%
增持
GWW
GRAINGER W W INC
+$42.0K
236
+15%
增持
DWM
WISDOMTREE TR
+$39.4K
6,166
+2%
建仓
ALDX
ALDEYRA THERAPEUTICS INC
+$38.3K
10,000
增持
NSC
NORFOLK SOUTHN CORP
+$37.9K
1,971
+0%
清仓
—
KULR TECHNOLOGY GROUP INC
-$37.8K
0
-100%
减持
CAT
CATERPILLAR INC
+$37.1K
904
-5%
减持
EW
EDWARDS LIFESCIENCES CORP
+$36.1K
11,363
-3%
减持
ADMA
ADMA BIOLOGICS INC
-$34.6K
10,300
-8%
增持
SPYM
SPDR SERIES TRUST
+$34.4K
4,942
+0%
减持
AVGO
BROADCOM INC
-$33.6K
964
-46%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$32.8K
14,350
-5%
增持
V
VISA INC
+$30.8K
3,203
+1%
增持
BAX
BAXTER INTL INC
-$29.4K
22,945
+8%
增持
LLY
ELI LILLY & CO
-$26.7K
682
+1%
清仓
ANTX
AN2 THERAPEUTICS INC
-$25.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$25.6K
825
-6%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$23.7K
18,907
-5%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$22.6K
34,295
-3%
减持
MDYV
SPDR SERIES TRUST
-$18.3K
3,953
-8%
增持
PDSB
PDS BIOTECHNOLOGY CORP
+$14.7K
78,532
+4%
减持
WEC
WEC ENERGY GROUP INC
-$14.2K
2,160
-2%
减持
GDXJ
VANECK ETF TRUST
-$10.4K
3,959
-19%
增持
HSY
HERSHEY CO
-$10.0K
2,398
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$5.9K
1,719
+0%
减持
SLYV
SPDR SERIES TRUST
+$4.7K
21,116
-1%
增持
VNQ
VANGUARD INDEX FDS
-$4.1K
2,929
+0%
增持
WM
WASTE MGMT INC DEL
-$3.2K
1,713
+0%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.1K
5,166
+1%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$392
20,988
+0%
