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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 128 项
建仓 15
增持 46
减持 60
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS DETROIT STR TR
-$17.3M
1,022,776
-25%
增持
VYM
VANGUARD WHITEHALL FDS
+$15.0M
586,809
+17%
减持
SPYV
SPDR SERIES TRUST
-$10.9M
300,108
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。
-39%
减持
SPYG
SPDR SERIES TRUST
-$10.4M
167,415
-33%
增持
VOT
VANGUARD INDEX FDS
+$8.0M
73,754
+88%
增持
HGER
HARBOR ETF TRUST
+$5.6M
663,121
+10%
增持
VB
VANGUARD INDEX FDS
+$5.3M
86,202
+29%
减持
IJK
ISHARES TR
-$5.0M
182,728
-24%
减持
ABT
ABBOTT LABORATORIES
-$5.0M
179,131
-4%
增持
JMBS
JANUS DETROIT STR TR
+$4.7M
766,123
+17%
减持
VBR
VANGUARD INDEX FDS
-$4.7M
100,092
-20%
减持
VBK
VANGUARD INDEX FDS
-$3.9M
50,068
-21%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.7M
2,021,349
+7%
增持
VUG
VANGUARD INDEX FDS
+$3.4M
166,095
+17%
增持
CLOA
BLACKROCK ETF TRUST II
+$3.3M
563,343
+13%
减持
ABBV
ABBVIE INC
-$2.8M
201,337
-1%
增持
WDAY
WORKDAY INC
-$2.8M
33,075
+1%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$1.9M
145,654
+402%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.9M
0
-100%
增持
GLDM
WORLD GOLD TR
+$1.3M
118,365
+5%
减持
AAPL
APPLE INC
-$1.0M
55,327
-0%
减持
MA
MASTERCARD INCORPORATED
-$977.4K
7,079
-10%
减持
VOE
VANGUARD INDEX FDS
+$946.7K
265,574
-2%
增持
PYLD
PIMCO ETF TR
+$869.6K
122,510
+40%
增持
GLD
SPDR GOLD TR
+$858.5K
12,354
+10%
减持
GOOG
ALPHABET INC
-$801.4K
15,503
-7%
增持
CSNR
COHEN & STEERS ETF TRUST
+$748.5K
60,110
+23%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$705.7K
395,648
-3%
增持
ZS
ZSCALER INC
-$632.9K
7,704
+1%
增持
CPNG
COUPANG INC
-$631.7K
134,364
+0%
建仓
EMET
VANECK ETF TRUST
+$581.1K
14,450
增持
—
EXXON MOBIL CORP
+$471.3K
7,190
+16%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$452.8K
27,254
-26%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$444.4K
74,403
+10%
建仓
NOW
SERVICENOW INC
+$424.5K
4,060
建仓
AGIX
KRANESHARES TRUST
+$423.6K
12,925
增持
MSFT
MICROSOFT CORP
-$418.9K
6,562
+11%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$382.5K
5,656
-5%
减持
META
META PLATFORMS INC
-$355.1K
1,321
-22%
增持
AMZN
AMAZON COM INC
+$332.0K
17,406
+22%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$317.8K
47,044
+9%
建仓
GXRP
GRAYSCALE XRP TR ETF
+$310.4K
11,928
增持
BAX
BAXTER INTL INC
+$310.1K
69,659
+55%
减持
SHV
ISHARES TR
-$304.7K
15,390
-15%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$266.8K
10,328
+94%
减持
VOO
VANGUARD INDEX FDS
-$263.3K
2,593
-10%
清仓
OKTA
OKTA INC
-$260.3K
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$255.8K
51,938
-8%
建仓
TPG
TPG INC
+$247.1K
6,100
建仓
HUBS
HUBSPOT INC
+$244.1K
1,000
增持
DE
DEERE & CO
+$230.3K
2,350
+0%
减持
MGOV
FIRST TR EXCHANGE-TRADED FD
-$224.5K
54,622
-16%
建仓
CRM
SALESFORCE INC
+$219.9K
1,178
清仓
VNQ
VANGUARD INDEX FDS
-$218.6K
0
-100%
建仓
CVX
CHEVRON CORPORATION
+$217.2K
1,050
建仓
COKE
COCA COLA CONS INC
+$212.8K
1,110
清仓
BSV
VANGUARD BD INDEX FDS
-$208.4K
0
-100%
建仓
PSX
PHILLIPS 66
+$207.7K
1,140
清仓
GE
GE AEROSPACE
-$207.0K
0
-100%
建仓
EQT
EQT CORP
+$203.0K
3,190
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$202.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$201.9K
1,945
-10%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$201.8K
9,583
-45%
建仓
CCSO
TIDAL TRUST II
+$201.5K
7,856
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$201.4K
0
-100%
建仓
KO
COCA COLA CO
+$201.3K
2,647
增持
KR
KROGER CO
+$192.8K
19,258
+0%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$177.5K
30,570
-22%
减持
DIS
DISNEY WALT CO
-$173.2K
3,429
-23%
减持
V
VISA INC
-$172.4K
3,275
-1%
减持
NVDA
NVIDIA CORPORATION
-$170.2K
10,954
-2%
增持
WMT
WALMART INC
+$157.5K
7,259
+9%
减持
JBBB
JANUS DETROIT STR TR
-$149.8K
7,872
-27%
增持
COST
COSTCO WHOLESALE CORPORATION
+$145.3K
954
+2%
增持
LLY
ELI LILLY & CO
-$144.9K
949
+0%
减持
JPM
JPMORGAN CHASE & CO
-$142.0K
4,968
-0%
减持
EMBJ
EMBRAER S.A.
-$140.1K
8,656
-15%
减持
ORCL
ORACLE CORP
-$136.6K
2,748
-1%
增持
CAT
CATERPILLAR INC
+$127.2K
933
+0%
减持
IWS
ISHARES TR
+$115.9K
53,046
-2%
增持
VGT
VANGUARD WORLD FD
+$115.0K
1,261
+24%
减持
GOOGL
ALPHABET INC
-$114.0K
3,758
-2%
减持
IVV
ISHARES TR
-$107.6K
2,443
-2%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$107.5K
19,914
+1%
增持
TSLA
TESLA INC
-$100.2K
1,862
+6%
增持
AUSM
ALLSPRING EXCHANGE TRADED FU
+$98.7K
19,368
+26%
增持
JNJ
JOHNSON & JOHNSON
+$87.1K
2,313
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$85.6K
2,945
-1%
减持
DES
WISDOMTREE TR
+$82.0K
38,398
-1%
减持
SPDW
SPDR INDEX SHS FDS
-$80.9K
5,367
-27%
建仓
WTI
W & T OFFSHORE INC
+$80.0K
23,448
减持
FBCG
FIDELITY COVINGTON TRUST
-$78.8K
4,726
-18%
建仓
KOS
KOSMOS ENERGY LTD
+$77.4K
27,828
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$77.2K
84,342
-22%
增持
FUMB
FIRST TR EXCH TRADED FD III
+$77.1K
53,882
+8%
减持
PG
PROCTER & GAMBLE CO
-$74.2K
27,241
-3%
增持
VO
VANGUARD INDEX FDS
+$74.1K
8,121
+4%
减持
IWO
ISHARES TR
-$73.0K
2,665
-5%
减持
AVGO
BROADCOM INC
-$70.7K
1,167
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$69.6K
1,187
+4%
减持
CME
CME GROUP INC
+$68.0K
3,115
-0%
增持
HSY
HERSHEY CO
+$64.4K
2,411
+0%
减持
HDV
ISHARES TR
+$62.1K
5,697
-3%
增持
BAC
BANK AMERICA CORP
-$55.1K
8,965
+0%
减持
VXF
VANGUARD INDEX FDS
-$55.0K
1,075
-19%
减持
SLYV
SPDR SERIES TRUST
+$54.5K
18,069
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$53.6K
896
-2%
减持
IWF
ISHARES TR
-$50.1K
564
-8%
减持
HD
HOME DEPOT INC
-$48.2K
862
-11%
减持
DON
WISDOMTREE TR
-$38.1K
85,247
-3%
减持
WPC
WP CAREY INC
+$33.6K
22,599
-3%
增持
DLN
WISDOMTREE TR
+$32.6K
20,172
+0%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$30.5K
8,644
-8%
增持
PDSB
PDS BIOTECHNOLOGY CORP
-$28.8K
181,995
+1%
增持
IEMG
ISHARES INC
+$27.7K
8,295
+1%
减持
PFE
PFIZER INC
+$27.2K
49,062
-10%
增持
WEC
WEC ENERGY GROUP INC
+$22.6K
2,168
+0%
减持
SPYM
SPDR SERIES TRUST
-$21.0K
4,495
-1%
减持
SLV
ISHARES SILVER TR
+$19.5K
8,252
-2%
增持
NULG
NUSHARES ETF TR
-$16.5K
3,165
+2%
减持
SLYG
SPDR SERIES TRUST
+$12.3K
6,285
-1%
减持
MCD
MCDONALDS CORP
+$8.5K
1,772
-0%
增持
DWM
WISDOMTREE TR
+$8.1K
6,252
+0%
减持
CAAA
FIRST TR EXCHANGE-TRADED FD
-$6.8K
30,359
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$4.0K
1,921
-0%
减持
NULV
NUSHARES ETF TR
+$1.8K
7,738
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.6K
5,340
+1%
减持
NUDM
NUSHARES ETF TR
-$1.0K
6,299
-0%
