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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $8,690.65万 | 10.82% | 586,809 | 85,485 | 17.1% | $1,266.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,254.86万 | 9.03% | 166,095 | 24,375 | 17.2% | $1,064.67万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $5,960.96万 | 7.42% | 2,021,349 | 131,005 | 6.9% | $386.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,151.72万 | 6.41% | 1,022,776 | -336,884 | -24.8% | -$1,696.88万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $4,894.00万 | 6.09% | 265,574 | -5,009 | -1.9% | -$92.31万 | 减仓 |
| ABBV | ABBVIE INC | $4,378.89万 | 5.45% | 201,337 | -2,766 | -1.4% | -$60.16万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $3,461.35万 | 4.31% | 766,123 | 112,401 | 17.2% | $507.83万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $2,920.09万 | 3.64% | 563,343 | 63,417 | 12.7% | $328.72万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,257.81万 | 2.81% | 86,202 | 19,231 | 28.7% | $503.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,174.49万 | 2.71% | 100,092 | -24,766 | -19.8% | -$538.04万 | 减仓 |
| HGER | HARBOR ETF TRUST | $2,056.34万 | 2.56% | 663,121 | 60,182 | 10.0% | $186.62万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,970.72万 | 2.45% | 395,648 | -12,692 | -3.1% | -$63.22万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,898.05万 | 2.36% | 73,754 | 34,516 | 88.0% | $888.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,839.14万 | 2.29% | 179,131 | -7,445 | -4.0% | -$76.44万 | 减仓 |
| IJK | ISHARES TR | $1,838.61万 | 2.29% | 182,728 | -58,753 | -24.3% | -$591.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,698.01万 | 2.11% | 300,108 | -191,510 | -39.0% | -$1,083.56万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,639.16万 | 2.04% | 167,415 | -83,397 | -33.3% | -$816.54万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,513.31万 | 1.88% | 50,068 | -12,979 | -20.6% | -$392.29万 | 减仓 |
| AAPL | APPLE INC | $1,404.15万 | 1.75% | 55,327 | -161 | -0.3% | -$4.09万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,097.13万 | 1.37% | 118,365 | 5,256 | 4.6% | $48.72万 | 加仓 |
| IWS | ISHARES TR | $773.10万 | 0.96% | 53,046 | -943 | -1.7% | -$13.74万 | 减仓 |
| HQY | HEALTHEQUITY INC | $543.21万 | 0.68% | 65,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $531.58万 | 0.66% | 12,354 | 1,107 | 9.8% | $47.63万 | 加仓 |
| DON | WISDOMTREE TR | $447.89万 | 0.56% | 85,247 | -2,292 | -2.6% | -$12.04万 | 减仓 |
| GOOG | ALPHABET INC | $444.72万 | 0.55% | 15,503 | -1,223 | -7.3% | -$35.08万 | 减仓 |
| WDAY | WORKDAY INC | $427.11万 | 0.53% | 32,875 | 30 | 0.1% | $3,898 | 加仓 |
| PG | PROCTER & GAMBLE CO | $393.47万 | 0.49% | 27,241 | -733 | -2.6% | -$10.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $367.86万 | 0.46% | 5,656 | -299 | -5.0% | -$19.45万 | 减仓 |
| AMZN | AMAZON COM INC | $362.51万 | 0.45% | 17,406 | 3,139 | 22.0% | $65.38万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $355.05万 | 0.44% | 74,403 | 6,584 | 9.7% | $31.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $353.71万 | 0.44% | 7,079 | -829 | -10.5% | -$41.42万 | 减仓 |
| PYLD | PIMCO ETF TR | $320.98万 | 0.40% | 122,510 | 34,798 | 39.7% | $91.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $301.46万 | 0.38% | 47,044 | 3,875 | 9.0% | $24.83万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $263.12万 | 0.33% | 51,938 | -4,520 | -8.0% | -$22.90万 | 减仓 |
| CPNG | COUPANG INC | $253.68万 | 0.32% | 134,364 | 50 | 0.0% | $944 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $244.26万 | 0.30% | 145,654 | 116,616 | 401.6% | $195.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $242.91万 | 0.30% | 6,562 | 673 | 11.4% | $24.91万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $242.15万 | 0.30% | 84,342 | -23,221 | -21.6% | -$66.67万 | 减仓 |
| VO | VANGUARD INDEX FDS | $233.21万 | 0.29% | 8,121 | 341 | 4.4% | $9.79万 | 加仓 |
| MUNI | PIMCO ETF TR | $228.14万 | 0.28% | 43,714 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS ETF TRUST | $225.89万 | 0.28% | 60,110 | 11,185 | 22.9% | $42.03万 | 加仓 |
| SMMU | PIMCO ETF TR | $209.41万 | 0.26% | 41,508 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $191.03万 | 0.24% | 10,954 | -202 | -1.8% | -$3.52万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $186.57万 | 0.23% | 40,445 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $180.20万 | 0.22% | 20,172 | 83 | 0.4% | $7,415 | 加仓 |
| SLYV | SPDR SERIES TRUST | $170.89万 | 0.21% | 18,069 | -118 | -0.6% | -$1.12万 | 减仓 |
| SHV | ISHARES TR | $169.89万 | 0.21% | 15,390 | -2,800 | -15.4% | -$30.91万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $167.96万 | 0.21% | 7,810 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $160.99万 | 0.20% | 14,233 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $159.60万 | 0.20% | 2,443 | -44 | -1.8% | -$2.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $154.93万 | 0.19% | 2,593 | -297 | -10.3% | -$17.75万 | 减仓 |
| WPC | WP CAREY INC | $153.58万 | 0.19% | 22,599 | -742 | -3.2% | -$5.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $146.14万 | 0.18% | 4,968 | -8 | -0.2% | -$2,353 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.12万 | 0.18% | 2,945 | -33 | -1.1% | -$1.58万 | 减仓 |
| KR | KROGER CO | $139.35万 | 0.17% | 19,258 | 41 | 0.2% | $2,967 | 加仓 |
| DES | WISDOMTREE TR | $138.00万 | 0.17% | 38,398 | -407 | -1.0% | -$1.46万 | 减仓 |
| PFE | PFIZER INC | $137.77万 | 0.17% | 49,062 | -5,175 | -9.5% | -$14.53万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $134.31万 | 0.17% | 112,863 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $132.97万 | 0.17% | 14,688 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $132.35万 | 0.16% | 2,350 | 2 | 0.1% | $1,126 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $122.01万 | 0.15% | 15,236 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $121.99万 | 0.15% | 7,190 | 969 | 15.6% | $16.44万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $118.80万 | 0.15% | 27,254 | -9,767 | -26.4% | -$42.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $112.26万 | 0.14% | 1,945 | -211 | -9.8% | -$12.18万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $110.76万 | 0.14% | 54,622 | -10,438 | -16.0% | -$21.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $110.35万 | 0.14% | 5,624 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $108.08万 | 0.13% | 7,704 | 85 | 1.1% | $1.19万 | 加仓 |
| GOOGL | ALPHABET INC | $108.06万 | 0.13% | 3,758 | -59 | -1.5% | -$1.70万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $108.03万 | 0.13% | 53,882 | 3,871 | 7.7% | $7.76万 | 加仓 |
| V | VISA INC | $98.99万 | 0.12% | 3,275 | -39 | -1.2% | -$1.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $95.53万 | 0.12% | 2,978 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $95.07万 | 0.12% | 954 | 20 | 2.1% | $1.99万 | 加仓 |
| CME | CME GROUP INC | $92.00万 | 0.11% | 3,115 | -5 | -0.2% | -$1,477 | 减仓 |
| WMT | WALMART INC | $90.21万 | 0.11% | 7,259 | 576 | 8.6% | $7.16万 | 加仓 |
| SNA | SNAP ON INC | $90.11万 | 0.11% | 2,481 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $89.87万 | 0.11% | 4,256 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $89.51万 | 0.11% | 10,153 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $87.99万 | 0.11% | 1,261 | 246 | 24.2% | $17.17万 | 加仓 |
| LLY | ELI LILLY & CO | $87.28万 | 0.11% | 949 | 2 | 0.2% | $1,839 | 加仓 |
| TXN | TEXAS INSTRS INC | $86.29万 | 0.11% | 4,445 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $83.63万 | 0.10% | 2,665 | -150 | -5.3% | -$4.71万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $81.74万 | 0.10% | 16,384 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $80.07万 | 0.10% | 47,659 | 2,646 | 5.9% | $4.45万 | 加仓 |
| TFC | TRUIST FINL CORP | $78.10万 | 0.10% | 16,990 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $77.32万 | 0.10% | 5,697 | -150 | -2.6% | -$2.04万 | 减仓 |
| META | META PLATFORMS INC | $75.59万 | 0.09% | 1,321 | -362 | -21.5% | -$20.72万 | 减仓 |
| TSLA | TESLA INC | $69.22万 | 0.09% | 1,862 | 100 | 5.7% | $3.72万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $68.78万 | 0.09% | 7,168 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $67.49万 | 0.08% | 14,350 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $66.12万 | 0.08% | 933 | 1 | 0.1% | $709 | 加仓 |
| SBUX | STARBUCKS CORP | $63.75万 | 0.08% | 7,116 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $61.63万 | 0.08% | 30,359 | -34 | -0.1% | -$690 | 减仓 |
| MS | MORGAN STANLEY | $61.52万 | 0.08% | 3,738 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $61.02万 | 0.08% | 30,570 | -8,725 | -22.2% | -$17.42万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $60.73万 | 0.08% | 6,285 | -32 | -0.5% | -$3,092 | 减仓 |
| — | VANECK ETF TRUST | $58.11万 | 0.07% | 14,450 | 14,450 | — | $58.11万 | 新建仓 |
| IEMG | ISHARES INC | $57.86万 | 0.07% | 8,295 | 100 | 1.2% | $6,975 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.54万 | 0.07% | 2,313 | 2 | 0.1% | $489 | 加仓 |
| SLV | ISHARES SILVER TR | $56.23万 | 0.07% | 8,252 | -174 | -2.1% | -$1.19万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $55.12万 | 0.07% | 1,921 | -2 | -0.1% | -$574 | 减仓 |