INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE IL · SEC CIK 0001633448
$8.74亿2026Q2 申报市值
189持仓数
61.1%前十大占比 · 第一大 11.4%
16 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VYM 加仓+$711.95万
CLOA 加仓+$511.95万
VUG 加仓+$485.31万
VOT 加仓+$403.33万
JMBS 加仓+$380.52万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$820.24万
SPYV 减仓-$603.47万
SPYG 减仓-$512.40万
VBR 减仓-$454.51万
VBK 减仓-$297.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FSMB | FIRST TR EXCH TRADED FD III | $59.71万 | 0.07% | 29,870 | -700 | -2.3% | -$1.40万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $60.81万 | 0.07% | 1,906 | -15 | -0.8% | -$4,785 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $60.86万 | 0.07% | 29,959 | -400 | -1.3% | -$8,126 | 减仓 |
| — | VANECK ETF TRUST | $61.27万 | 0.07% | 15,455 | 1,005 | 7.0% | $3.98万 | 加仓 |
| ECHO | ECHOSTAR CORP | $62.28万 | 0.07% | 6,174 | 6,174 | — | $62.28万 | 新建仓 |
| IEMG | ISHARES INC | $66.92万 | 0.08% | 8,299 | 4 | 0.0% | $323 | 加仓 |
| SLYG | SPDR SERIES TRUST | $71.20万 | 0.08% | 6,024 | -261 | -4.2% | -$3.09万 | 减仓 |
| CME | CME GROUP INC | $71.96万 | 0.08% | 3,115 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $74.48万 | 0.09% | 7,204 | 88 | 1.2% | $9,098 | 加仓 |
| HDV | ISHARES TR | $75.33万 | 0.09% | 27,483 | -1,002 | -3.5% | -$2.75万 | 减仓 |
| META | META PLATFORMS INC | $75.58万 | 0.09% | 1,233 | -88 | -6.7% | -$5.39万 | 减仓 |
| IAU | ISHARES GOLD TR | $77.12万 | 0.09% | 10,153 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $79.39万 | 0.09% | 7,168 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $79.55万 | 0.09% | 3,755 | 17 | 0.5% | $3,602 | 加仓 |
| TSLA | TESLA INC | $79.70万 | 0.09% | 1,874 | 12 | 0.6% | $5,104 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $82.69万 | 0.09% | 16,384 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $83.57万 | 0.10% | 7,680 | 421 | 5.8% | $4.58万 | 加仓 |
| TFC | TRUIST FINL CORP | $86.46万 | 0.10% | 16,990 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $90.41万 | 0.10% | 3,969 | -287 | -6.7% | -$6.54万 | 减仓 |
| — | EXXON MOBIL CORP | $90.99万 | 0.10% | 6,676 | -514 | -7.1% | -$7.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.96万 | 0.11% | 1,005 | 51 | 5.3% | $4.72万 | 加仓 |
| CAT | CATERPILLAR INC | $93.62万 | 0.11% | 944 | 11 | 1.2% | $1.09万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $93.97万 | 0.11% | 1,216 | 29 | 2.4% | $2.24万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $98.03万 | 0.11% | 48,882 | -5,000 | -9.3% | -$10.03万 | 减仓 |
| SNA | SNAP ON INC | $100.05万 | 0.11% | 2,481 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $100.43万 | 0.11% | 49,852 | -4,770 | -8.7% | -$9.61万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $103.02万 | 0.12% | 23,672 | -3,582 | -13.1% | -$15.59万 | 减仓 |
| IWO | ISHARES TR | $104.23万 | 0.12% | 2,665 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $106.76万 | 0.12% | 49,220 | 1,561 | 3.3% | $3.39万 | 加仓 |
| PFE | PFIZER INC | $109.09万 | 0.12% | 45,683 | -3,379 | -6.9% | -$8.07万 | 减仓 |
| KR | KROGER CO | $109.12万 | 0.12% | 19,402 | 144 | 0.7% | $8,099 | 加仓 |
| VTI | VANGUARD INDEX FDS | $109.96万 | 0.13% | 2,978 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $113.54万 | 0.13% | 953 | 4 | 0.4% | $4,766 | 加仓 |
| V | VISA INC | $114.71万 | 0.13% | 3,267 | -8 | -0.2% | -$2,809 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $119.63万 | 0.14% | 112,863 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $122.26万 | 0.14% | 5,624 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $122.96万 | 0.14% | 8,396 | 692 | 9.0% | $10.13万 | 加仓 |
| TXN | TEXAS INSTRS INC | $133.15万 | 0.15% | 4,462 | 17 | 0.4% | $5,073 | 加仓 |
| GOOGL | ALPHABET INC | $133.75万 | 0.15% | 3,703 | -55 | -1.5% | -$1.99万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $140.16万 | 0.16% | 15,236 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $141.05万 | 0.16% | 1,945 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $141.43万 | 0.16% | 14,720 | 32 | 0.2% | $3,075 | 加仓 |
| VGT | VANGUARD WORLD FD | $145.04万 | 0.17% | 12,373 | 2,285 | 22.7% | $26.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $147.17万 | 0.17% | 2,945 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $149.25万 | 0.17% | 36,725 | -1,673 | -4.4% | -$6.80万 | 减仓 |
| WPC | WP CAREY INC | $158.84万 | 0.18% | 22,432 | -167 | -0.7% | -$1.18万 | 减仓 |
| DE | DEERE & CO | $161.17万 | 0.18% | 2,568 | 218 | 9.3% | $13.68万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $163.24万 | 0.19% | 41,045 | 600 | 1.5% | $2.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $164.16万 | 0.19% | 4,914 | -54 | -1.1% | -$1.80万 | 减仓 |
| SHV | ISHARES TR | $169.35万 | 0.19% | 15,390 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $178.39万 | 0.20% | 65,863 | -18,479 | -21.9% | -$50.05万 | 减仓 |
| IVV | ISHARES TR | $182.44万 | 0.21% | 2,435 | -8 | -0.3% | -$5,994 | 减仓 |
| VOO | VANGUARD INDEX FDS | $184.66万 | 0.21% | 2,694 | 101 | 3.9% | $6.92万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $184.68万 | 0.21% | 7,810 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $186.33万 | 0.21% | 17,117 | -952 | -5.3% | -$10.36万 | 减仓 |
| IVW | ISHARES TR | $193.56万 | 0.22% | 14,141 | -92 | -0.6% | -$1.26万 | 减仓 |
| DLN | WISDOMTREE TR | $195.41万 | 0.22% | 20,268 | 96 | 0.5% | $9,256 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.10万 | 0.23% | 10,178 | -776 | -7.1% | -$15.33万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $204.39万 | 0.23% | 61,790 | 1,680 | 2.8% | $5.56万 | 加仓 |
| SMMU | PIMCO ETF TR | $212.10万 | 0.24% | 42,108 | 600 | 1.4% | $3.02万 | 加仓 |
| MUNI | PIMCO ETF TR | $236.32万 | 0.27% | 45,064 | 1,350 | 3.1% | $7.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $240.97万 | 0.28% | 6,271 | -291 | -4.4% | -$11.18万 | 减仓 |
| CPNG | COUPANG INC | $243.60万 | 0.28% | 134,364 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $262.24万 | 0.30% | 32,617 | 133 | 0.4% | $1.07万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $264.75万 | 0.30% | 51,538 | -400 | -0.8% | -$2.05万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $273.03万 | 0.31% | 67,682 | -6,721 | -9.0% | -$27.11万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $280.23万 | 0.32% | 145,726 | 72 | 0.0% | $1,385 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $334.79万 | 0.38% | 47,582 | 538 | 1.1% | $3.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $338.28万 | 0.39% | 6,475 | -604 | -8.5% | -$31.56万 | 减仓 |
| PYLD | PIMCO ETF TR | $378.24万 | 0.43% | 143,598 | 21,088 | 17.2% | $55.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $398.58万 | 0.46% | 27,036 | -205 | -0.8% | -$3.02万 | 减仓 |
| AMZN | AMAZON COM INC | $416.84万 | 0.48% | 17,246 | -160 | -0.9% | -$3.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $418.63万 | 0.48% | 5,614 | -42 | -0.7% | -$3.13万 | 减仓 |
| WDAY | WORKDAY INC | $428.78万 | 0.49% | 32,915 | 40 | 0.1% | $5,211 | 加仓 |
| DON | WISDOMTREE TR | $468.10万 | 0.54% | 82,879 | -2,368 | -2.8% | -$13.37万 | 减仓 |
| GLD | SPDR GOLD TR | $478.67万 | 0.55% | 12,916 | 562 | 4.5% | $20.83万 | 加仓 |
| GOOG | ALPHABET INC | $547.79万 | 0.63% | 15,306 | -197 | -1.3% | -$7.05万 | 减仓 |
| HQY | HEALTHEQUITY INC | $599.88万 | 0.69% | 65,000 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $873.90万 | 1.00% | 53,012 | -34 | -0.1% | -$5,605 | 减仓 |
| GLDM | WORLD GOLD TR | $952.00万 | 1.09% | 119,119 | 754 | 0.6% | $6.03万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,227.19万 | 1.40% | 201,179 | -98,929 | -33.0% | -$603.47万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,470.47万 | 1.68% | 124,153 | -43,262 | -25.8% | -$512.40万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,516.51万 | 1.74% | 41,855 | -8,213 | -16.4% | -$297.58万 | 减仓 |
| AAPL | APPLE INC | $1,606.24万 | 1.84% | 54,564 | -763 | -1.4% | -$22.46万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,631.24万 | 1.87% | 176,962 | -2,169 | -1.2% | -$19.99万 | 减仓 |
| IJK | ISHARES TR | $1,928.48万 | 2.21% | 166,148 | -16,580 | -9.1% | -$192.44万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,975.13万 | 2.26% | 81,368 | -18,724 | -18.7% | -$454.51万 | 减仓 |
| HGER | HARBOR ETF TRUST | $2,019.88万 | 2.31% | 684,472 | 21,351 | 3.2% | $63.01万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,088.87万 | 2.39% | 420,465 | 24,817 | 6.3% | $123.29万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,644.86万 | 3.03% | 87,025 | 13,271 | 18.0% | $403.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,883.18万 | 3.30% | 95,625 | 9,423 | 10.9% | $284.11万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $3,425.84万 | 3.92% | 662,318 | 98,975 | 17.6% | $511.95万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $3,817.34万 | 4.37% | 850,946 | 84,823 | 11.1% | $380.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $4,344.78万 | 4.97% | 860,352 | -162,424 | -15.9% | -$820.24万 | 减仓 |
| ABBV | ABBVIE INC | $5,005.63万 | 5.73% | 199,380 | -1,957 | -1.0% | -$49.13万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $5,196.65万 | 5.95% | 262,126 | -3,448 | -1.3% | -$68.36万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $7,021.68万 | 8.04% | 2,063,378 | 42,029 | 2.1% | $143.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $9,072.75万 | 10.39% | 1,052,890 | 56,320 | 5.7% | $485.31万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $9,997.62万 | 11.45% | 631,801 | 44,992 | 7.7% | $711.95万 | 加仓 |