13F 机构持仓

INSPIRION WEALTH ADVISORS, LLC

LIBERTYVILLE IL · SEC CIK 0001633448

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 11.4%
VUG 10.4%
CGXU 8.0%
VOE 5.9%
ABBV 5.7%
JAAA 5.0%
JMBS 4.4%
CLOA 3.9%
VB 3.3%
VOT 3.0%

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
BAX BAXTER INTL INC 看涨期权 $00.00%0 -22,000-100.0% -$36.96万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -7,872-100.0% -$36.69万 清仓
HUBS HUBSPOT INC $00.00%0 -1,000-100.0% -$24.41万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,050-100.0% -$21.72万 清仓
NOW SERVICENOW INC 看跌期权 $00.00%0 -2,000-100.0% -$20.91万 清仓
PSX PHILLIPS 66 $00.00%0 -1,140-100.0% -$20.77万 清仓
EQT EQT CORP $00.00%0 -3,190-100.0% -$20.30万 清仓
WTI W & T OFFSHORE INC $00.00%0 -23,448-100.0% -$8.00万 清仓
KOS KOSMOS ENERGY LTD $00.00%0 -27,828-100.0% -$7.74万 清仓
WDAY WORKDAY INC 看涨期权 $00.00%0 -200-100.0% -$2.60万 清仓
UBER UBER TECHNOLOGIES INC 看跌期权 $7,2660.00%100 100— $7,266 新建仓
— TRINITY BIOTECH INVT LTD $8,9230.00%25,000 00.0% — 不变
— ALDEYRA THERAPEUTICS INC $2.43万0.00%10,000 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC 看涨期权 $5.78万0.01%1,000 00.0% — 不变
ADMA ADMA BIOLOGICS INC $8.61万0.01%10,000 -300-2.9% -$2,583 减仓
EW EDWARDS LIFESCIENCES CORP 看跌期权 $13.80万0.02%1,500 1,500— $13.80万 新建仓
— PDS BIOTECHNOLOGY CORP $16.52万0.02%188,995 7,0003.8% $6,118 加仓
ICLN ISHARES TR $20.22万0.02%10,022 00.0% — 不变
CRM SALESFORCE INC $20.37万0.02%1,248 705.9% $1.14万 加仓
— GRAYSCALE XRP TR ETF $20.38万0.02%9,928 -2,000-16.8% -$4.11万 减仓
HTRB HARTFORD FDS EXCHANGE TRADED $20.79万0.02%6,175 -2,469-28.6% -$8.31万 减仓
QDEL QUIDELORTHO CORP $20.85万0.02%11,466 00.0% — 不变
PHAT PHATHOM PHARMACEUTICALS INC $20.98万0.02%19,914 00.0% — 不变
COKE COCA COLA CONS INC $21.52万0.02%1,110 00.0% — 不变
KO COCA COLA CO $21.53万0.02%2,648 10.0% $81 加仓
— TIDAL TRUST II $21.57万0.02%7,856 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $21.73万0.02%8,738 -845-8.8% -$2.10万 减仓
ITOT ISHARES TR $21.73万0.02%1,325 1,325— $21.73万 新建仓
NOW SERVICENOW INC $21.79万0.02%2,060 00.0% — 不变
INGR INGREDION INC $21.98万0.03%2,299 2,299— $21.98万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $22.23万0.03%1,188 1,188— $22.23万 新建仓
ZM ZOOM COMMUNICATIONS INC $22.79万0.03%2,529 291.2% $2,614 加仓
MU MICRON TECHNOLOGY INC $23.02万0.03%223 223— $23.02万 新建仓
IYJ ISHARES TR $23.31万0.03%1,407 00.0% — 不变
AMGN AMGEN INC $23.49万0.03%650 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $23.62万0.03%999 -2-0.2% -$473 减仓
IWD ISHARES TR $24.49万0.03%1,004 00.0% — 不变
TPG TPG INC $24.70万0.03%6,100 00.0% — 不变
OKTA OKTA INC $24.72万0.03%1,760 -1,250-41.5% -$17.56万 重新持有
VONG VANGUARD SCOTTSDALE FDS $24.83万0.03%1,962 00.0% — 不变
VFH VANGUARD WORLD FD $24.85万0.03%1,850 00.0% — 不变
NUDM NUSHARES ETF TR $24.98万0.03%6,299 00.0% — 不变
GE GE AEROSPACE $25.20万0.03%672 00.0% — 重新持有
WEC WEC ENERGY GROUP INC $25.42万0.03%2,187 190.9% $2,209 加仓
PANW PALO ALTO NETWORKS INC $25.59万0.03%727 727— $25.59万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $25.65万0.03%896 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $26.16万0.03%1,937 00.0% — 不变
VONE VANGUARD SCOTTSDALE FDS $26.60万0.03%787 00.0% — 不变
SPDW SPDR INDEX SHS FDS $26.71万0.03%5,367 00.0% — 不变
TSLX SIXTH STREET SPECIALTY LENDI $26.75万0.03%15,426 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $26.77万0.03%5,396 561.0% $2,778 加仓
IJR ISHARES TR $27.01万0.03%1,831 181.0% $2,656 加仓
INTC INTEL CORP $27.04万0.03%2,129 2,129— $27.04万 新建仓
IWF ISHARES TR $27.74万0.03%2,255 -1-0.0% -$123 减仓
EIS ISHARES INC $28.34万0.03%2,350 2,350— $28.34万 新建仓
AMD ADVANCED MICRO DEVICES INC $28.50万0.03%527 527— $28.50万 新建仓
BNY BANK OF NY MELLON CORP $29.20万0.03%2,000 00.0% — 不变
FBCG FIDELITY COVINGTON TRUST $29.23万0.03%4,726 00.0% — 不变
TD TORONTO DOMINION BK ONT $30.56万0.03%2,500 00.0% — 不变
— ARK ETF TR $30.84万0.04%10,000 10,000— $30.84万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $31.02万0.04%445 00.0% — 不变
AON AON PLC $31.06万0.04%904 -5-0.6% -$1,718 减仓
GS GOLDMAN SACHS GROUP INC $31.24万0.04%306 00.0% — 不变
DIS DISNEY WALT CO $31.30万0.04%3,270 -159-4.6% -$1.52万 减仓
GWW WW GRAINGER INC $31.58万0.04%236 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $32.76万0.04%1,218 00.0% — 不变
VXF VANGUARD INDEX FDS $33.06万0.04%1,350 27525.6% $6.73万 加仓
HD HOME DEPOT INC $33.75万0.04%962 10011.6% $3.51万 加仓
CAH CARDINAL HEALTH INC $34.85万0.04%1,466 00.0% — 不变
BA BOEING CO $36.55万0.04%1,672 -375-18.3% -$8.20万 减仓
NULG NUSHARES ETF TR $37.06万0.04%3,205 401.3% $4,626 加仓
MDYV SPDR SERIES TRUST $37.10万0.04%3,933 00.0% — 不变
VRSN VERISIGN INC $38.38万0.04%1,500 00.0% — 不变
GDXJ VANECK ETF TRUST $38.82万0.04%3,959 00.0% — 不变
ORCL ORACLE CORP $38.98万0.04%2,735 -13-0.5% -$1,853 减仓
RTX RTX CORPORATION $39.01万0.04%2,034 00.0% — 不变
NULV NUSHARES ETF TR $39.05万0.04%7,738 00.0% — 不变
SPYM SPDR SERIES TRUST $39.48万0.05%4,498 30.1% $263 加仓
GDX VANECK ETF TRUST $41.66万0.05%5,549 00.0% — 不变
SLV ISHARES SILVER TR $42.71万0.05%7,972 -280-3.4% -$1.50万 减仓
HSY HERSHEY CO $43.30万0.05%2,424 130.5% $2,322 加仓
AVGO BROADCOM INC $43.95万0.05%1,190 232.0% $8,495 加仓
PEP PEPSICO INC $44.63万0.05%3,162 2006.8% $2.82万 加仓
WTFC WINTRUST FINL CORP $45.56万0.05%2,799 00.0% — 不变
DWM WISDOMTREE TR $46.38万0.05%6,344 921.5% $6,726 加仓
MCD MCDONALDS CORP $46.93万0.05%1,742 -30-1.7% -$8,082 减仓
APH AMPHENOL CORP $48.50万0.06%2,816 160.6% $2,756 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $51.07万0.06%13,970 13,970— $51.07万 新建仓
BAC BANK OF AMER CORP $52.68万0.06%9,027 620.7% $3,618 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $53.67万0.06%9,283 -45-0.5% -$2,602 减仓
ANET ARISTA NETWORKS INC $53.78万0.06%3,228 00.0% — 不变
IJT ISHARES TR $54.20万0.06%3,058 00.0% — 不变
EMBJ EMBRAER S.A. $54.58万0.06%8,656 00.0% — 不变
KR KROGER CO 看涨期权 $56.24万0.06%10,000 10,000— $56.24万 新建仓
— ALLSPRING EXCHANGE TRADED FU $56.76万0.06%22,635 3,26716.9% $8.19万 加仓
MAR MARRIOTT INTL INC NEW $57.05万0.07%1,549 1,549— $57.05万 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $57.49万0.07%11,859 -2,491-17.4% -$12.08万 减仓
UBER UBER TECHNOLOGIES INC $57.62万0.07%7,930 7,930— $57.62万 新建仓
JNJ JOHNSON & JOHNSON $59.13万0.07%2,328 150.6% $3,810 加仓
AGIX KRANESHARES TRUST $59.22万0.07%12,925 00.0% — 不变