INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE IL · SEC CIK 0001633448
$8.03亿2026Q1 申报市值
181持仓数
58.7%前十大占比 · 第一大 10.8%
19 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VYM 加仓+$1,266.03万
VUG 加仓+$1,064.67万
VOT 加仓+$888.26万
JMBS 加仓+$507.83万
VB 加仓+$503.70万
2026Q1 卖出最多 按季末市值估算
JAAA 减仓-$1,696.88万
SPYV 减仓-$1,083.56万
SPYG 减仓-$816.54万
IJK 减仓-$591.17万
VBR 减仓-$538.04万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -24,976 | -100.0% | -$190.39万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,471 | -100.0% | -$21.86万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,644 | -100.0% | -$20.84万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -350 | -100.0% | -$20.28万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,361 | -100.0% | -$20.14万 | 清仓 |
| — | TRINITY BIOTECH INVT LTD | $1.36万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC | $1.69万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC 看涨期权 | $2.60万 | 0.00% | 200 | 200 | — | $2.60万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC 看涨期权 | $5.65万 | 0.01% | 1,000 | 1,000 | — | $5.65万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $7.74万 | 0.01% | 27,828 | 27,828 | — | $7.74万 | 新建仓 |
| WTI | W & T OFFSHORE INC | $8.00万 | 0.01% | 23,448 | 23,448 | — | $8.00万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $9.28万 | 0.01% | 10,300 | 0 | 0.0% | — | 不变 |
| — | PDS BIOTECHNOLOGY CORP | $11.01万 | 0.01% | 181,995 | 1,500 | 0.8% | $908 | 加仓 |
| ICLN | ISHARES TR | $18.33万 | 0.02% | 10,022 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $18.84万 | 0.02% | 11,466 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $20.10万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.13万 | 0.03% | 2,647 | 2,647 | — | $20.13万 | 新建仓 |
| — | TIDAL TRUST II | $20.15万 | 0.03% | 7,856 | 7,856 | — | $20.15万 | 新建仓 |
| EQT | EQT CORP | $20.30万 | 0.03% | 3,190 | 3,190 | — | $20.30万 | 新建仓 |
| IYJ | ISHARES TR | $20.76万 | 0.03% | 1,407 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.77万 | 0.03% | 1,140 | 1,140 | — | $20.77万 | 新建仓 |
| NOW | SERVICENOW INC 看跌期权 | $20.91万 | 0.03% | 2,000 | 2,000 | — | $20.91万 | 新建仓 |
| COKE | COCA COLA CONS INC | $21.28万 | 0.03% | 1,110 | 1,110 | — | $21.28万 | 新建仓 |
| IWD | ISHARES TR | $21.46万 | 0.03% | 1,004 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.52万 | 0.03% | 1,962 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $21.54万 | 0.03% | 2,060 | 2,060 | — | $21.54万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.72万 | 0.03% | 896 | -18 | -2.0% | -$4,363 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.72万 | 0.03% | 1,050 | 1,050 | — | $21.72万 | 新建仓 |
| CRM | SALESFORCE INC | $21.99万 | 0.03% | 1,178 | 1,178 | — | $21.99万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $22.12万 | 0.03% | 1,075 | -246 | -18.6% | -$5.06万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $22.12万 | 0.03% | 19,914 | 100 | 0.5% | $1,111 | 加仓 |
| VFH | VANGUARD WORLD FD | $22.35万 | 0.03% | 1,850 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.54万 | 0.03% | 1,813 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $22.75万 | 0.03% | 6,299 | -11 | -0.2% | -$397 | 减仓 |
| AMGN | AMGEN INC | $22.87万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $23.23万 | 0.03% | 787 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $23.33万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $23.69万 | 0.03% | 4,726 | -1,030 | -17.9% | -$5.16万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.73万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $23.74万 | 0.03% | 9,583 | -7,865 | -45.1% | -$19.48万 | 减仓 |
| IWF | ISHARES TR | $24.04万 | 0.03% | 564 | -50 | -8.1% | -$2.13万 | 减仓 |
| HUBS | HUBSPOT INC | $24.41万 | 0.03% | 1,000 | 1,000 | — | $24.41万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $24.50万 | 0.03% | 5,367 | -1,972 | -26.9% | -$9.00万 | 减仓 |
| TPG | TPG INC | $24.71万 | 0.03% | 6,100 | 6,100 | — | $24.71万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $25.09万 | 0.03% | 2,168 | 3 | 0.1% | $347 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.39万 | 0.03% | 1,937 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $25.74万 | 0.03% | 236 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.92万 | 0.03% | 306 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $26.59万 | 0.03% | 5,340 | 37 | 0.7% | $1,842 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.45万 | 0.03% | 445 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $27.94万 | 0.03% | 1,001 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.35万 | 0.04% | 862 | -102 | -10.6% | -$3.35万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $28.35万 | 0.04% | 15,426 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $28.78万 | 0.04% | 3,165 | 53 | 1.7% | $4,820 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $29.16万 | 0.04% | 8,644 | -790 | -8.4% | -$2.67万 | 减仓 |
| AON | AON PLC | $29.34万 | 0.04% | 909 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $30.98万 | 0.04% | 1,466 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE XRP TR ETF | $31.04万 | 0.04% | 11,928 | 11,928 | — | $31.04万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $31.70万 | 0.04% | 1,218 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $33.05万 | 0.04% | 3,429 | -998 | -22.5% | -$9.62万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $33.49万 | 0.04% | 3,933 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $34.41万 | 0.04% | 4,495 | -56 | -1.2% | -$4,287 | 减仓 |
| NULV | NUSHARES ETF TR | $35.21万 | 0.04% | 7,738 | -37 | -0.5% | -$1,684 | 减仓 |
| APH | AMPHENOL CORP | $35.38万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $36.12万 | 0.04% | 1,167 | -81 | -6.5% | -$2.51万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $36.69万 | 0.05% | 7,872 | -2,960 | -27.3% | -$13.80万 | 减仓 |
| BAX | BAXTER INTL INC 看涨期权 | $36.96万 | 0.05% | 22,000 | 22,000 | — | $36.96万 | 新建仓 |
| VRSN | VERISIGN INC | $37.25万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $38.89万 | 0.05% | 2,799 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $39.24万 | 0.05% | 2,034 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $39.63万 | 0.05% | 3,228 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.43万 | 0.05% | 2,748 | -27 | -1.0% | -$3,972 | 减仓 |
| BA | BOEING CO | $40.74万 | 0.05% | 2,047 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES TRUST | $42.36万 | 0.05% | 12,925 | 12,925 | — | $42.36万 | 新建仓 |
| DWM | WISDOMTREE TR | $43.70万 | 0.05% | 6,252 | 15 | 0.2% | $1,048 | 加仓 |
| BAC | BANK AMERICA CORP | $43.71万 | 0.05% | 8,965 | 17 | 0.2% | $829 | 加仓 |
| IJT | ISHARES TR | $44.25万 | 0.06% | 3,058 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.00万 | 0.06% | 2,962 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.34万 | 0.06% | 1,187 | 50 | 4.4% | $1.95万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $47.52万 | 0.06% | 3,959 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING EXCHANGE TRADED FU | $48.52万 | 0.06% | 19,368 | 3,968 | 25.8% | $9.94万 | 加仓 |
| HSY | HERSHEY CO | $50.11万 | 0.06% | 2,411 | 11 | 0.5% | $2,286 | 加仓 |
| GDX | VANECK ETF TRUST | $50.92万 | 0.06% | 5,549 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $51.36万 | 0.06% | 8,656 | -1,500 | -14.8% | -$8.90万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $52.69万 | 0.07% | 9,328 | 4,000 | 75.1% | $22.60万 | 加仓 |
| MCD | MCDONALDS CORP | $55.06万 | 0.07% | 1,772 | -2 | -0.1% | -$621 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $55.12万 | 0.07% | 1,921 | -2 | -0.1% | -$574 | 减仓 |
| SLV | ISHARES SILVER TR | $56.23万 | 0.07% | 8,252 | -174 | -2.1% | -$1.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.54万 | 0.07% | 2,313 | 2 | 0.1% | $489 | 加仓 |
| IEMG | ISHARES INC | $57.86万 | 0.07% | 8,295 | 100 | 1.2% | $6,975 | 加仓 |
| — | VANECK ETF TRUST | $58.11万 | 0.07% | 14,450 | 14,450 | — | $58.11万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $60.73万 | 0.08% | 6,285 | -32 | -0.5% | -$3,092 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $61.02万 | 0.08% | 30,570 | -8,725 | -22.2% | -$17.42万 | 减仓 |
| MS | MORGAN STANLEY | $61.52万 | 0.08% | 3,738 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $61.63万 | 0.08% | 30,359 | -34 | -0.1% | -$690 | 减仓 |
| SBUX | STARBUCKS CORP | $63.75万 | 0.08% | 7,116 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $66.12万 | 0.08% | 933 | 1 | 0.1% | $709 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $67.49万 | 0.08% | 14,350 | 0 | 0.0% | — | 不变 |