13FBOX
INSPIRION WEALTH ADVISORS, LLC · 13F 持仓分析
期权收益计算器 机构排行

INSPIRION WEALTH ADVISORS, LLC

No.3023 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.74亿
环比变动 Q1 2026
+$7,035.1万+8.8%
持仓股票数
185
新买入
15
加仓
59
减仓
57
清仓
7
持股不变
54
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航白厅基金VYM
11.45%10.82%$9,997.6万63.2万股$8,690.6万58.7万股+4.5万股+7.67%加仓
V先锋领航指数基金VUG
10.39%9.03%$9,072.8万105.3万股$7,254.9万16.6万股+88.7万股+533.91%加仓
CCAPITAL INTL FOCUS EQTCGXU
8.04%7.42%$7,021.7万206.3万股$5,961.0万202.1万股+4.2万股+2.08%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
5.95%6.09%$5,196.7万26.2万股$4,894.0万26.6万股-3,448股-1.30%减仓
艾伯维ABBV
5.73%5.45%$5,005.6万19.9万股$4,378.9万20.1万股-1,957股-0.97%减仓
J骏利亨德森JAAA
4.97%6.41%$4,344.8万86.0万股$5,151.7万102.3万股-16.2万股-15.88%减仓
J骏利Detroit策略信托JMBS
4.37%4.31%$3,817.3万85.1万股$3,461.3万76.6万股+8.5万股+11.07%加仓
IiShares安硕·AAA CLO ACTIVE ETFCLOA
3.92%3.64%$3,425.8万66.2万股$2,920.1万56.3万股+9.9万股+17.57%加仓
V先锋领航指数基金VB
3.3%2.81%$2,883.2万9.6万股$2,257.8万8.6万股+9,423股+10.93%加仓
V先锋领航指数基金VOT
3.03%2.36%$2,644.9万8.7万股$1,898.0万7.4万股+1.3万股+17.99%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
2.39%2.45%$2,088.9万42.0万股$1,970.7万39.6万股+2.5万股+6.27%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
2.31%2.56%$2,019.9万68.4万股$2,056.3万66.3万股+2.1万股+3.22%加仓
V先锋领航·SMALLVBR
2.26%2.71%$1,975.1万8.1万股$2,174.5万10.0万股-1.9万股-18.71%减仓
IiShares安硕信托IJK
2.21%2.29%$1,928.5万16.6万股$1,838.6万18.3万股-1.7万股-9.07%减仓
雅培ABT
1.87%2.29%$1,631.2万17.7万股$1,839.1万17.9万股-2,169股-1.21%减仓
苹果AAPL
1.84%1.75%$1,606.2万5.5万股$1,404.2万5.5万股-763股-1.38%减仓
V先锋领航指数基金VBK
1.74%1.88%$1,516.5万4.2万股$1,513.3万5.0万股-8,213股-16.40%减仓
SSPDR道富系列信托SPYG
1.68%2.04%$1,470.5万12.4万股$1,639.2万16.7万股-4.3万股-25.84%减仓
S道富SPYV
1.4%2.11%$1,227.2万20.1万股$1,698.0万30.0万股-9.9万股-32.96%减仓
WWORLD GOLD TRGLD
1.09%1.37%$952.0万11.9万股$1,097.1万11.8万股+754股+0.64%加仓
IiShares安硕信托IWS
1%0.96%$873.9万5.3万股$773.1万5.3万股-34股-0.06%减仓
HHEALTHEQUITYHQY
0.69%0.68%$599.9万6.5万股$543.2万6.5万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.63%0.55%$547.8万1.5万股$444.7万1.6万股-197股-1.27%减仓
SSPDR黄金信托GLD
0.55%0.66%$478.7万1.3万股$531.6万1.2万股+562股+4.55%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.54%0.56%$468.1万8.3万股$447.9万8.5万股-2,368股-2.78%减仓
WorkdayWDAY
0.49%0.54%$428.8万3.3万股$429.7万3.3万股-160股-0.48%减仓
SSPDR标普500 ETFSPY
0.48%0.46%$418.6万5,614股$367.9万5,656股-42股-0.74%减仓
亚马逊AMZN
0.48%0.45%$416.8万1.7万股$362.5万1.7万股-160股-0.92%减仓
宝洁PG
0.46%0.49%$398.6万2.7万股$393.5万2.7万股-205股-0.75%减仓
PPIMCO太平洋投资管理ETFPYLD
0.43%0.4%$378.2万14.4万股$321.0万12.3万股+2.1万股+17.21%加仓
万事达MA
0.39%0.44%$338.3万6,475股$353.7万7,079股-604股-8.53%减仓
V先锋领航·FTSEVEA
0.38%0.38%$334.8万4.8万股$301.5万4.7万股+538股+1.14%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
0.32%0.3%$280.2万14.6万股$244.3万14.6万股+72股+0.05%加仓
SSPROTT ASSET MANAGEMENTCEF
0.31%0.44%$273.0万6.8万股$355.1万7.4万股-6,721股-9.03%减仓
F第一信托交易所交易基金IIIFMB
0.3%0.33%$264.8万5.2万股$263.1万5.2万股-400股-0.77%减仓
V先锋领航·MIDVO
0.3%0.29%$262.2万3.3万股$233.2万8,121股+2.4万股+301.64%加仓
COUPANG INC CLASS ACPNG
0.28%0.32%$243.6万13.4万股$253.7万13.4万股00.00%持仓不变
微软MSFT
0.28%0.3%$241.0万6,271股$242.9万6,562股-291股-4.43%减仓
PPIMCO太平洋投资管理ETFMUNI
0.27%0.28%$236.3万4.5万股$228.1万4.4万股+1,350股+3.09%加仓
PPIMCO ETF TR Short Term Mun BD Active ETFSMMU
0.24%0.26%$212.1万4.2万股$209.4万4.2万股+600股+1.45%加仓
CCOHEN & STEERS ETF TRUSTCSNR
0.23%0.28%$204.4万6.2万股$225.9万6.0万股+1,680股+2.79%加仓
英伟达NVDA
0.23%0.24%$201.1万1.0万股$191.0万1.1万股-776股-7.08%减仓
WWisdomTree信托DLN
0.22%0.22%$195.4万2.0万股$180.2万2.0万股+96股+0.48%加仓
IiShares安硕信托IVW
0.22%0.2%$193.6万1.4万股$161.0万1.4万股-92股-0.65%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.21%0.21%$186.3万1.7万股$170.9万1.8万股-952股-5.27%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.21%0.21%$184.7万7,810股$168.0万7,810股00.00%持仓不变
V先锋领航指数基金VOO
0.21%0.19%$184.7万2,694股$154.9万2,593股+101股+3.90%加仓
IiShares安硕信托IVV
0.21%0.2%$182.4万2,435股$159.6万2,443股-8股-0.33%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
0.2%0.3%$178.4万6.6万股$242.1万8.4万股-1.8万股-21.91%减仓
IiShares安硕信托SHV
0.19%0.21%$169.4万1.5万股$169.9万1.5万股00.00%持仓不变

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