13F 机构持仓

Inspire Investing, LLC

MERIDIAN ID · SEC CIK 0001670139

2026Q22026Q1 更早 9 个季度 🔒
$17.14亿2026Q1 申报市值
1,104持仓数
17.7%前十大占比 · 第一大 4.4%
68 / 58新建仓 / 清仓
申报市值走势$24.34亿2026Q2
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

AVGO 4.4%
CAT 2.7%
KLAC 1.9%
APH 1.7%
IBD 1.4%
ANET 1.3%
WELL 1.2%
PLD 1.0%
HD 1.0%
PGR 1.0%

2026Q1 买入最多 按季末市值估算

AVGO 加仓+$7,020.78万
HD 加仓+$1,522.10万
PLTR 加仓+$1,340.74万
CAT 加仓+$1,280.25万
APH 加仓+$891.83万

2026Q1 卖出最多 按季末市值估算

FTNT 减仓-$637.69万
WWJD 减仓-$317.20万
IRDM 减仓-$235.09万
CALY 减仓-$150.02万
PRIM 减仓-$145.94万

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
AVGO BROADCOM INC $7,584.99万4.43%245,064 226,8351,244.4% $7,020.78万 加仓
CAT CATERPILLAR INC $4,632.31万2.70%65,386 18,07138.2% $1,280.25万 加仓
KLAC KLA CORP $3,290.54万1.92%22,348 5,11729.7% $753.43万 加仓
APH AMPHENOL CORP $2,891.48万1.69%228,847 70,58444.6% $891.83万 加仓
IBD NORTHERN LTS FD TR IV $2,358.79万1.38%988,722 256,07535.0% $610.92万 加仓
ANET ARISTA NETWORKS INC $2,297.35万1.34%187,111 68,34057.5% $839.08万 加仓
WELL WELLTOWER INC $1,979.04万1.15%100,098 30,83944.5% $609.72万 加仓
PLD PROLOGIS INC. $1,794.88万1.05%135,791 42,22845.1% $558.17万 加仓
HD HOME DEPOT INC $1,774.89万1.04%53,966 46,280602.1% $1,522.10万 加仓
PGR PROGRESSIVE CORP $1,709.56万1.00%86,237 27,79047.5% $550.91万 加仓
SCHO SCHWAB STRATEGIC TR $1,673.07万0.98%689,358 -48,376-6.6% -$117.41万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $1,633.84万0.95%243,602 51,81227.0% $347.50万 加仓
PH PARKER-HANNIFIN CORP $1,617.34万0.94%18,066 5,67445.8% $507.96万 加仓
MPWR MONOLITHIC PWR SYS INC $1,391.18万0.81%12,724 2,61925.9% $286.35万 加仓
WWJD NORTHERN LTS FD TR IV $1,389.14万0.81%371,527 -84,836-18.6% -$317.20万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,360.25万0.79%92,990 91,6566,870.8% $1,340.74万 加仓
VRT VERTIV HOLDINGS CO $1,345.74万0.79%53,705 15,38040.1% $385.39万 加仓
EME EMCOR GROUP INC $1,319.51万0.77%17,872 2,92319.6% $215.81万 加仓
FCX FREEPORT MCMORAN INC $1,306.73万0.76%222,308 80,39156.6% $472.54万 加仓
CTAS CINTAS CORP $1,086.78万0.63%64,253 22,99755.7% $388.97万 加仓
SLB SLB LIMITED $1,059.27万0.62%206,124 49,73031.8% $255.56万 加仓
KMI KINDER MORGAN INC DEL $1,048.73万0.61%312,773 96,08444.3% $322.17万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $1,021.97万0.60%21,535 3,90722.2% $185.41万 加仓
MSCI MSCI INC $1,015.12万0.59%18,833 6,73355.6% $362.92万 加仓
RSG REPUBLIC SVCS INC $990.50万0.58%45,224 13,78343.8% $301.88万 加仓
APP APPLOVIN CORP $975.89万0.57%24,520 13,800128.7% $549.23万 加仓
NEM NEWMONT CORP $972.42万0.57%89,831 51,662135.4% $559.24万 加仓
PTL NORTHERN LTS FD TR IV $967.46万0.56%38,613 -4,312-10.0% -$108.04万 减仓
PCAR PACCAR INC $906.78万0.53%78,509 21,51237.7% $248.46万 加仓
SPG SIMON PPTY GROUP INC NEW $904.56万0.53%48,494 14,54442.8% $271.29万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $903.28万0.53%46,227 7,34518.9% $143.52万 加仓
IDXX IDEXX LABS INC $897.42万0.52%15,972 3,47127.8% $195.03万 加仓
DLR DIGITAL RLTY TR INC $892.64万0.52%49,534 14,84142.8% $267.45万 加仓
FTNT FORTINET INC $874.11万0.51%106,964 9,3809.6% $76.65万 重新持有
CW CURTISS WRIGHT CORP $872.24万0.51%12,806 2,97030.2% $202.29万 加仓
CASY CASEYS GEN STORES INC $860.99万0.50%11,829 2,73930.1% $199.36万 加仓
BWXT BWX TECHNOLOGIES INC $773.50万0.45%37,826 8,48028.9% $173.41万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $772.20万0.45%13,022 9587.9% $56.81万 加仓
FANG DIAMONDBACK ENERGY INC $765.80万0.45%38,718 9,26131.4% $183.17万 加仓
ISMD NORTHERN LTS FD TR IV $758.85万0.44%189,855 -31,360-14.2% -$125.35万 减仓
TRGP TARGA RES CORP $752.95万0.44%30,030 8,50639.5% $213.27万 加仓
ROP ROPER TECHNOLOGIES INC $749.98万0.44%21,194 9,71784.7% $343.85万 加仓
CIEN CIENA CORP $728.55万0.43%18,766 5,30539.4% $205.96万 加仓
PAYX PAYCHEX INC $708.31万0.41%76,890 15,04724.3% $138.61万 加仓
ETR ENTERGY CORP NEW $699.11万0.41%62,221 15,76233.9% $177.10万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $688.45万0.40%106,555 47,79281.3% $308.78万 加仓
URI UNITED RENTALS INC $687.83万0.40%9,441 2,87443.8% $209.39万 加仓
TER TERADYNE INC $662.68万0.39%22,353 5,79435.0% $171.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $660.65万0.39%71,569 36,522104.2% $337.13万 加仓
NRG NRG ENERGY INC $651.39万0.38%44,573 4,61711.6% $67.47万 加仓
IDCC INTERDIGITAL INC $651.02万0.38%21,557 3,80721.4% $114.97万 加仓
QCOM QUALCOMM INC $640.18万0.37%49,711 47,8122,517.7% $615.72万 加仓
DVN DEVON ENERGY CORP NEW $603.16万0.35%119,865 53,14179.6% $267.41万 加仓
NUE NUCOR CORP $595.04万0.35%35,189 9,42736.6% $159.41万 加仓
SCCO SOUTHERN COPPER CORP $593.84万0.35%34,513 31,5811,077.1% $543.39万 加仓
VTR VENTAS INC $586.45万0.34%71,711 21,96044.1% $179.59万 加仓
IQV IQVIA HLDGS INC $579.07万0.34%33,955 15,23881.4% $259.87万 加仓
FIX COMFORT SYS USA INC $578.76万0.34%4,197 1,78574.0% $246.15万 加仓
ADP AUTOMATIC DATA PROCESSING IN $573.46万0.33%28,224 17,976175.4% $365.24万 加仓
FLS FLOWSERVE CORP $567.91万0.33%77,256 15,43325.0% $113.45万 加仓
FICO FAIR ISAAC CORP $556.40万0.32%5,212 1,14828.2% $122.55万 加仓
UI UBIQUITI INC $542.77万0.32%6,868 2,11044.3% $166.75万 加仓
FAST FASTENAL CO $542.75万0.32%116,972 46,18865.3% $214.31万 加仓
MLI MUELLER INDS INC $541.47万0.32%48,869 6,50315.3% $72.05万 加仓
EHC ENCOMPASS HEALTH CORP $525.42万0.31%54,318 13,67133.6% $132.24万 加仓
AZO AUTOZONE INC $517.81万0.30%1,533 70484.9% $237.80万 加仓
VLO VALERO ENERGY CORP $517.24万0.30%20,934 11,179114.6% $276.21万 加仓
IR INGERSOLL RAND INC $483.72万0.28%60,374 18,16943.0% $145.57万 加仓
ATO ATMOS ENERGY CORP $482.20万0.28%26,104 7,15037.7% $132.08万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $479.13万0.28%30,464 26,942765.0% $423.74万 加仓
EOG EOG RES INC $464.73万0.27%32,145 26,795500.8% $387.38万 加仓
SMCI SUPER MICRO COMPUTER INC $459.44万0.27%201,775 39,33024.2% $89.55万 加仓
AN AUTONATION INC $457.92万0.27%23,452 4,82625.9% $94.23万 加仓
OXY OCCIDENTAL PETE CORP $456.79万0.27%70,275 70,17570,175.0% $456.14万 加仓
CNP CENTERPOINT ENERGY INC $455.64万0.27%105,570 28,58837.1% $123.39万 加仓
OHI OMEGA HEALTHCARE INVS INC $455.02万0.27%103,839 26,39034.1% $115.64万 加仓
WM WASTE MGMT INC DEL $448.89万0.26%19,535 18,0501,215.5% $414.77万 加仓
BIBL NORTHERN LTS FD TR IV $448.48万0.26%95,117 -15,478-14.0% -$72.98万 减仓
EXR EXTRA SPACE STORAGE INC $443.14万0.26%33,794 10,60845.8% $139.10万 加仓
VEEV VEEVA SYS INC $442.50万0.26%25,191 8,27248.9% $145.31万 加仓
BRC BRADY CORP $440.50万0.26%54,222 7,12315.1% $57.87万 加仓
DOV DOVER CORP $433.91万0.25%20,816 5,90539.6% $123.09万 加仓
DDS DILLARDS INC $431.89万0.25%7,549 3,931108.7% $224.90万 加仓
TKO TKO GROUP HOLDINGS INC $428.24万0.25%21,237 10,651100.6% $214.78万 加仓
VRSK VERISK ANALYTICS INC $428.11万0.25%22,562 8,12256.2% $154.11万 加仓
JBL JABIL INC $419.11万0.24%15,778 4,80443.8% $127.61万 加仓
STLD STEEL DYNAMICS INC $415.11万0.24%23,062 7,09544.4% $127.71万 加仓
MUSA MURPHY USA INC $413.06万0.24%8,362 1,93030.0% $95.34万 加仓
RGA REINSURANCE GROUP AMER INC $411.73万0.24%20,167 5,42736.8% $110.80万 加仓
ORI OLD REP INTL CORP $391.77万0.23%98,189 23,01830.6% $91.84万 加仓
SEIC SEI INVTS CO $387.65万0.23%49,401 11,88431.7% $93.25万 加仓
UPS UNITED PARCEL SVCS INC $385.78万0.23%39,213 38,89112,078.0% $382.61万 加仓
MTD METTLER TOLEDO INTERNATIONAL $384.29万0.22%3,047 86839.8% $109.47万 加仓
VMRK EQUITY RESIDENTIAL $375.14万0.22%63,421 19,38444.0% $114.66万 加仓
ON ON SEMICONDUCTOR CORP $374.63万0.22%60,502 15,64234.9% $96.86万 加仓
MDLZ MONDELEZ INTL INC $371.49万0.22%64,450 58,433971.1% $336.81万 加仓
WDC WESTERN DIGITAL CORP $367.33万0.21%13,580 11,707625.0% $316.66万 加仓
ADM ARCHER DANIELS MIDLAND CO $363.85万0.21%50,056 45,8041,077.2% $332.95万 加仓
DECK DECKERS OUTDOOR CORP $361.97万0.21%36,164 6,30421.1% $63.10万 加仓
CMS CMS ENERGY CORP $360.71万0.21%46,495 12,63737.3% $98.04万 加仓