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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 70
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$25.9M
1,984,889
+34%
清仓
CLOA
BLACKROCK ETF TRUST II
-$22.6M
0
-100%
减持
JMBS
JANUS DETROIT STR TR
-$8.2M
323,608
-37%
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
VUG
VANGUARD INDEX FDS
-$7.4M
129,192
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$5.6M
431,306
-6%
减持
IJK
ISHARES TR
-$4.9M
244,174
-19%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$4.3M
1,364,506
-10%
增持
ABT
ABBOTT LABS
-$4.0M
191,293
+1%
减持
HGER
HARBOR ETF TRUST
-$3.7M
444,087
-22%
增持
SPYG
SPDR SERIES TRUST
-$2.2M
286,257
+5%
增持
SPYV
SPDR SERIES TRUST
+$2.0M
569,290
+6%
增持
AAPL
APPLE INC
+$1.9M
58,872
+2%
减持
ABBV
ABBVIE INC
+$1.8M
202,312
-2%
减持
GLDM
WORLD GOLD TR
-$1.7M
98,375
-5%
增持
PDSB
PDS BIOTECHNOLOGY CORP
+$1.2M
344,394
+339%
减持
VOE
VANGUARD INDEX FDS
-$1.2M
274,441
-4%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
111,503
-0%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.2M
0
-100%
增持
ZS
ZSCALER INC
-$1.1M
9,079
+6%
减持
GLD
SPDR GOLD TR
-$1.1M
6,180
-28%
减持
AMZN
AMAZON COM INC
-$1.1M
10,248
-26%
增持
MGOV
FIRST TR EXCHANGE-TRADED FD
+$959.5K
125,017
+53%
清仓
PYLD
PIMCO ETF TR
-$908.2K
0
-100%
增持
WDAY
WORKDAY INC
+$890.7K
36,258
+9%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$855.6K
18,265
+360%
减持
VO
VANGUARD INDEX FDS
-$776.4K
5,312
-32%
清仓
VOO
VANGUARD INDEX FDS
-$722.5K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$712.8K
29,837
-26%
减持
JPM
JPMORGAN CHASE & CO.
-$700.8K
2,914
-36%
增持
CPNG
COUPANG INC
-$687.4K
135,914
+1%
清仓
JBBB
JANUS DETROIT STR TR
-$682.8K
0
-100%
增持
HQY
HEALTHEQUITY INC
-$670.2K
75,005
+15%
增持
WPC
WP CAREY INC
+$639.8K
34,179
+43%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$599.1K
13,458
+113%
减持
VB
VANGUARD INDEX FDS
-$588.5K
2,179
-53%
减持
BAR
GRANITESHARES GOLD TR
-$567.5K
35,165
-22%
增持
PG
PROCTER AND GAMBLE CO
+$540.1K
29,162
+3%
清仓
MS
MORGAN STANLEY
-$526.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$524.1K
3,361
+97%
减持
NVDA
NVIDIA CORPORATION
-$489.1K
9,625
-8%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$472.3K
36,634
+85%
增持
FUMB
FIRST TR EXCH TRADED FD III
+$455.2K
96,936
+30%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$429.1K
52,091
+19%
建仓
MDLZ
MONDELEZ INTL INC
+$372.4K
5,055
增持
VOT
VANGUARD INDEX FDS
-$370.6K
9,249
+0%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$353.1K
55,933
-2%
清仓
BA
BOEING CO
-$350.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$347.8K
1,824
-51%
增持
DON
WISDOMTREE TR
+$344.7K
97,986
+5%
增持
FMB
FIRST TR EXCH TRADED FD III
+$340.9K
62,223
+7%
清仓
ANET
ARISTA NETWORKS INC
-$328.2K
0
-100%
建仓
EZU
ISHARES INC
+$321.3K
6,151
增持
BAC
BANK AMERICA CORP
+$315.6K
18,601
+108%
增持
AHCO
ADAPTHEALTH CORP
+$315.5K
122,863
+9%
减持
DE
DEERE & CO
-$315.0K
2,102
-10%
增持
IVV
ISHARES TR
+$307.8K
3,252
+29%
增持
WM
WASTE MGMT INC DEL
+$302.5K
3,345
+95%
建仓
LFUS
LITTELFUSE INC
+$293.1K
1,105
增持
SMMU
PIMCO ETF TR
+$291.2K
46,258
+13%
清仓
GDX
VANECK ETF TRUST
-$288.9K
0
-100%
增持
MUNI
PIMCO ETF TR
+$281.5K
46,964
+9%
减持
KR
KROGER CO
-$281.4K
19,012
-1%
清仓
APH
AMPHENOL CORP NEW
-$276.5K
0
-100%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$275.4K
137,877
+14%
增持
BAX
BAXTER INTL INC
+$273.2K
25,493
+11%
清仓
GDXJ
VANECK ETF TRUST
-$267.6K
0
-100%
建仓
VHT
VANGUARD WORLD FD
+$259.1K
918
清仓
FBCG
FIDELITY COVINGTON TRUST
-$257.7K
0
-100%
建仓
DNP
DNP SELECT INCOME FD INC
+$249.8K
24,880
增持
CRWD
CROWDSTRIKE HLDGS INC
-$248.4K
1,188
+4%
增持
WEC
WEC ENERGY GROUP INC
+$243.4K
4,870
+125%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$243.2K
0
-100%
增持
V
VISA INC
-$240.4K
3,262
+2%
建仓
NVO
NOVO-NORDISK A S
+$234.8K
1,972
增持
EMBJ
EMBRAER S.A.
-$233.4K
12,156
+4%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$232.1K
5,058
建仓
DNL
WISDOMTREE TR
+$231.0K
5,864
建仓
T
AT&T INC
+$220.8K
10,038
清仓
BSX
BOSTON SCIENTIFIC CORP
-$218.4K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$216.8K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$216.5K
350
建仓
CMCSA
COMCAST CORP NEW
+$215.7K
5,163
增持
SLYV
SPDR SERIES TRUST
+$215.1K
21,876
+4%
增持
DES
WISDOMTREE TR
+$214.8K
44,212
+7%
建仓
IJR
ISHARES TR
+$212.0K
1,813
清仓
VFH
VANGUARD WORLD FD
-$210.0K
0
-100%
建仓
AMGN
AMGEN INC
+$209.4K
650
清仓
DUK
DUKE ENERGY CORP NEW
-$202.8K
0
-100%
减持
CME
CME GROUP INC
-$201.0K
3,080
-4%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$201.0K
0
-100%
清仓
IWD
ISHARES TR
-$200.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$197.4K
3,655
-17%
减持
META
META PLATFORMS INC
-$188.6K
777
-9%
减持
VBR
VANGUARD INDEX FDS
-$180.1K
224,362
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$171.5K
424,638
+1%
增持
IVW
ISHARES TR
-$160.5K
14,967
+3%
清仓
WCMI
FIRST TR EXCHANGE-TRADED FD
-$160.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$157.4K
847
-8%
增持
IYJ
ISHARES TR
+$150.5K
2,624
+86%
减持
EW
EDWARDS LIFESCIENCES CORP
-$144.7K
11,275
-1%
增持
MSFT
MICROSOFT CORP
-$142.4K
5,620
+9%
减持
ORCL
ORACLE CORP
-$140.4K
2,548
-3%
减持
VGT
VANGUARD WORLD FD
-$139.9K
503
-23%
减持
JNJ
JOHNSON & JOHNSON
-$133.0K
1,655
-37%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$120.5K
23,523
+24%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$110.4K
39,630
+16%
减持
CAT
CATERPILLAR INC
-$104.2K
631
-30%
减持
CEG
CONSTELLATION ENERGY CORP
-$101.0K
854
-15%
减持
MDYG
SPDR SERIES TRUST
-$97.6K
7,637
-14%
增持
VNQ
VANGUARD INDEX FDS
+$95.4K
3,657
+25%
增持
IWS
ISHARES TR
+$92.6K
60,463
+1%
减持
PEP
PEPSICO INC
+$91.3K
2,992
-5%
减持
DLN
WISDOMTREE TR
-$89.5K
19,652
-1%
减持
IEFA
ISHARES TR
-$84.6K
14,586
-0%
增持
OKTA
OKTA INC
-$76.8K
3,015
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$73.7K
6,030
+18%
增持
SBUX
STARBUCKS CORP
+$70.9K
7,300
+4%
增持
HD
HOME DEPOT INC
+$69.0K
1,029
+8%
增持
SLYG
SPDR SERIES TRUST
+$62.8K
7,911
+4%
增持
HDV
ISHARES TR
+$61.4K
6,347
+9%
减持
PFE
PFIZER INC
-$58.2K
52,377
-19%
增持
—
AON PLC
+$58.1K
1,227
+19%
减持
—
EXXON MOBIL CORP
+$57.2K
6,091
-0%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$57.0K
15,354
+7%
减持
RTX
RTX CORPORATION
-$56.7K
1,871
-4%
减持
TFC
TRUIST FINL CORP
-$55.9K
15,700
-7%
增持
WMT
WALMART INC
-$54.5K
6,759
+10%
减持
HSY
HERSHEY CO
+$53.7K
2,355
-2%
减持
DWM
WISDOMTREE TR
-$47.0K
5,993
-3%
增持
ADMA
ADMA BIOLOGICS INC
+$44.3K
11,600
+13%
增持
MA
MASTERCARD INCORPORATED
-$39.4K
8,920
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$39.1K
3,266
+8%
清仓
ALDX
ALDEYRA THERAPEUTICS INC
-$38.3K
0
-100%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$38.2K
21,426
+2%
增持
CAAA
FIRST TR EXCHANGE-TRADED FD
+$37.8K
33,708
+4%
增持
AVGO
BROADCOM INC
+$36.5K
1,752
+82%
增持
TSLA
TESLA INC
-$35.9K
2,279
+15%
减持
GWW
GRAINGER W W INC
-$31.5K
206
-13%
增持
MDYV
SPDR SERIES TRUST
+$28.7K
4,313
+9%
增持
WTFC
WINTRUST FINL CORP
+$27.6K
3,429
+23%
增持
QQQ
INVESCO QQQ TR
-$22.8K
2,294
+11%
增持
SPYM
SPDR SERIES TRUST
-$19.6K
5,031
+2%
增持
IEMG
ISHARES INC
-$19.4K
8,216
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$17.8K
6,556
+8%
增持
SLV
ISHARES SILVER TR
-$13.4K
8,264
+9%
增持
VTV
VANGUARD INDEX FDS
-$11.3K
5,629
+0%
增持
GOOG
ALPHABET INC
-$11.3K
14,095
+6%
减持
ITW
ILLINOIS TOOL WKS INC
-$8.2K
1,118
-8%
减持
VUSB
VANGUARD BD INDEX FDS
-$7.9K
5,000
-3%
增持
IVE
ISHARES TR
+$7.6K
4,257
+0%
