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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 43
减持 61
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS DETROIT STR TR
-$32.2M
1,359,660
-31%
建仓
CLOA
BLACKROCK ETF TRUST II
+$25.9M
499,926
增持
VUG
VANGUARD INDEX FDS
+$19.5M
141,720
+10%
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
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$19.1M
1,890,344
+39%
减持
VBR
VANGUARD INDEX FDS
-$18.6M
124,858
-44%
增持
VB
VANGUARD INDEX FDS
+$16.8M
66,971
+2973%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.7M
501,324
+16%
增持
JMBS
JANUS DETROIT STR TR
+$14.8M
653,722
+102%
减持
VBK
VANGUARD INDEX FDS
-$10.8M
63,047
-43%
增持
VOT
VANGUARD INDEX FDS
+$8.7M
39,238
+324%
增持
ABBV
ABBVIE INC
+$6.7M
204,103
+1%
增持
HGER
HARBOR ETF TRUST
+$4.9M
602,939
+36%
增持
GLDM
WORLD GOLD TR
+$4.5M
113,109
+15%
减持
SPYG
SPDR SERIES TRUST
+$3.0M
250,812
-12%
增持
GLD
SPDR GOLD TR
+$3.0M
11,247
+82%
增持
GOOG
ALPHABET INC
+$2.9M
16,726
+19%
建仓
PYLD
PIMCO ETF TR
+$2.3M
87,712
减持
SPYV
SPDR SERIES TRUST
-$2.2M
491,618
-14%
减持
VOE
VANGUARD INDEX FDS
+$2.0M
270,583
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.9M
24,976
建仓
VOO
VANGUARD INDEX FDS
+$1.8M
2,890
减持
WDAY
WORKDAY INC
-$1.8M
32,845
-9%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$1.7M
67,819
+21%
减持
ABT
ABBOTT LABS
+$1.6M
186,576
-2%
建仓
CSNR
COHEN & STEERS ETF TRUST
+$1.5M
48,925
增持
AMZN
AMAZON COM INC
+$1.4M
14,267
+39%
减持
AAPL
APPLE INC
+$1.4M
55,488
-6%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$1.3M
65,060
-48%
减持
PDSB
PDS BIOTECHNOLOGY CORP
-$1.2M
180,495
-48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
43,169
+45%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
27,974
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$989.0K
4,976
+71%
减持
IJK
ISHARES TR
+$947.8K
241,481
-1%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$946.6K
50,011
-48%
增持
NVDA
NVIDIA CORPORATION
+$911.6K
11,156
+16%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$892.1K
3,361
-82%
增持
GOOGL
ALPHABET INC
+$892.1K
3,817
+109%
增持
VO
VANGUARD INDEX FDS
+$856.5K
7,780
+46%
建仓
VTEB
VANGUARD MUN BD FDS
+$824.0K
16,384
增持
BAR
GRANITESHARES GOLD TR
+$805.3K
40,445
+15%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$767.6K
107,563
-22%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$715.8K
37,021
-29%
清仓
WM
WASTE MGMT INC DEL
-$694.4K
0
-100%
增持
META
META PLATFORMS INC
+$666.2K
1,683
+117%
建仓
MS
MORGAN STANLEY
+$663.6K
3,738
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$629.3K
5,328
-60%
减持
WPC
WP CAREY INC
-$627.2K
23,341
-32%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$568.4K
408,340
-4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$554.8K
15,236
+35%
建仓
JBBB
JANUS DETROIT STR TR
+$516.7K
10,832
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$493.9K
29,038
减持
DON
WISDOMTREE TR
-$493.0K
87,539
-11%
增持
LLY
ELI LILLY & CO
+$486.7K
947
+58%
减持
MCD
MCDONALDS CORP
-$481.3K
1,774
-47%
建仓
GDX
VANECK ETF TRUST
+$475.9K
5,549
增持
VGT
VANGUARD WORLD FD
+$469.7K
1,015
+102%
建仓
GDXJ
VANECK ETF TRUST
+$450.5K
3,959
建仓
BA
BOEING CO
+$444.4K
2,047
增持
MSFT
MICROSOFT CORP
+$429.7K
5,889
+5%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$426.9K
9,434
-56%
建仓
ANET
ARISTA NETWORKS INC
+$423.0K
3,228
建仓
AUSM
ALLSPRING EXCHANGE TRADED FU
+$386.5K
15,400
减持
IWS
ISHARES TR
-$381.1K
53,989
-11%
建仓
APH
AMPHENOL CORP NEW
+$378.4K
2,800
清仓
MDLZ
MONDELEZ INTL INC
-$372.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$370.3K
2,978
+34%
建仓
NULV
NUSHARES ETF TR
+$350.3K
7,775
减持
FMB
FIRST TR EXCH TRADED FD III
-$346.1K
56,458
-9%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$333.6K
19,814
-46%
建仓
SPDW
SPDR INDEX SHS FDS
+$325.9K
7,339
减持
IVW
ISHARES TR
+$321.3K
14,233
-5%
清仓
EZU
ISHARES INC
-$321.3K
0
-100%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$315.7K
5,756
清仓
FOUR
SHIFT4 PMTS INC
-$313.5K
0
-100%
增持
SLV
ISHARES SILVER TR
+$308.0K
8,426
+2%
建仓
NULG
NUSHARES ETF TR
+$304.4K
3,112
建仓
CAH
CARDINAL HEALTH INC
+$301.3K
1,466
减持
SPY
SPDR S&P 500 ETF TR
+$299.6K
5,955
-9%
清仓
LFUS
LITTELFUSE INC
-$293.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$287.1K
932
+48%
建仓
VXF
VANGUARD INDEX FDS
+$276.2K
1,321
清仓
IJS
ISHARES TR
-$272.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$270.7K
914
建仓
GS
GOLDMAN SACHS GROUP INC
+$269.3K
306
减持
BSV
VANGUARD BD INDEX FDS
-$266.1K
2,644
-56%
增持
V
VISA INC
+$265.4K
3,314
+2%
清仓
VHT
VANGUARD WORLD FD
-$259.1K
0
-100%
减持
AHCO
ADAPTHEALTH CORP
-$255.6K
112,863
-8%
清仓
DNP
DNP SELECT INCOME FD INC
-$249.8K
0
-100%
建仓
VFH
VANGUARD WORLD FD
+$247.0K
1,850
减持
BAC
BANK AMERICA CORP
-$246.0K
8,948
-52%
减持
SLYV
SPDR SERIES TRUST
-$244.8K
18,187
-17%
减持
SMMU
PIMCO ETF TR
-$242.8K
41,508
-10%
减持
WEC
WEC ENERGY GROUP INC
-$240.1K
2,165
-56%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$238.9K
1,962
建仓
TD
TORONTO DOMINION BK ONT
+$235.5K
2,500
清仓
NVO
NOVO-NORDISK A S
-$234.8K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$232.2K
2,000
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$232.1K
0
-100%
清仓
DNL
WISDOMTREE TR
-$231.0K
0
-100%
建仓
NUDM
NUSHARES ETF TR
+$228.5K
6,310
减持
DES
WISDOMTREE TR
-$226.8K
38,805
-12%
增持
DLN
WISDOMTREE TR
+$225.6K
20,089
+2%
减持
EMBJ
EMBRAER S.A.
+$223.8K
10,156
-16%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$223.4K
1,937
清仓
T
AT&T INC
-$220.8K
0
-100%
增持
DE
DEERE & CO
+$216.0K
2,348
+12%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$215.7K
2,500
清仓
CMCSA
COMCAST CORP NEW
-$215.7K
0
-100%
建仓
IWD
ISHARES TR
+$211.2K
1,004
增持
JNJ
JOHNSON & JOHNSON
+$210.1K
2,311
+40%
建仓
GE
GE AEROSPACE
+$207.0K
672
减持
QQQ
INVESCO QQQ TR
+$204.9K
2,156
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$199.8K
1,137
-4%
减持
WMT
WALMART INC
+$198.8K
6,683
-1%
减持
MUNI
PIMCO ETF TR
-$197.1K
43,714
-7%
减持
TSLA
TESLA INC
+$196.2K
1,762
-23%
减持
HQY
HEALTHEQUITY INC
-$184.5K
65,000
-13%
增持
IEFA
ISHARES TR
+$175.6K
14,688
+1%
增持
CME
CME GROUP INC
+$172.4K
3,120
+1%
减持
IVV
ISHARES TR
-$172.0K
2,487
-24%
减持
CPNG
COUPANG INC
-$168.2K
134,314
-1%
增持
PFE
PFIZER INC
-$165.3K
54,237
+4%
增持
TFC
TRUIST FINL CORP
+$164.6K
16,990
+8%
减持
ZS
ZSCALER INC
+$161.7K
7,619
-16%
增持
DIS
DISNEY WALT CO
+$152.2K
4,427
+21%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$152.0K
17,448
-26%
减持
IJT
ISHARES TR
-$147.6K
3,058
-26%
增持
TXN
TEXAS INSTRS INC
-$146.9K
4,445
+0%
增持
RTX
RTX CORPORATION
+$146.3K
2,034
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$146.1K
7,810
-2%
减持
IYJ
ISHARES TR
-$142.3K
1,407
-46%
减持
SLYG
SPDR SERIES TRUST
-$141.6K
6,317
-20%
减持
VNQ
VANGUARD INDEX FDS
-$137.7K
2,471
-32%
增持
CEG
CONSTELLATION ENERGY CORP
+$131.5K
1,001
+17%
减持
AVGO
BROADCOM INC
+$129.7K
1,248
-29%
减持
SBUX
STARBUCKS CORP
-$112.5K
7,116
-3%
增持
KR
KROGER CO
+$111.3K
19,217
+1%
减持
MA
MASTERCARD INCORPORATED
+$110.1K
7,908
-11%
增持
BAX
BAXTER INTL INC
-$107.8K
45,013
+77%
增持
ORCL
ORACLE CORP
+$106.7K
2,775
+9%
减持
—
AON PLC
-$103.8K
909
-26%
减持
VTV
VANGUARD INDEX FDS
+$91.5K
5,624
-0%
减持
HD
HOME DEPOT INC
-$85.2K
964
-6%
增持
DWM
WISDOMTREE TR
+$83.9K
6,237
+4%
减持
PEP
PEPSICO INC
-$83.7K
2,962
-1%
清仓
—
STRATASYS LTD
-$83.1K
0
-100%
减持
IEMG
ISHARES INC
+$79.2K
8,195
-0%
减持
CAAA
FIRST TR EXCHANGE-TRADED FD
-$75.4K
30,393
-10%
减持
IVE
ISHARES TR
+$63.2K
4,256
-0%
