13F 机构持仓

Spire Wealth Management

MCLEAN VA · SEC CIK 0001858740

2026Q22026Q1 更早 9 个季度 🔒
$29.31亿2026Q1 申报市值
2,248持仓数
23.6%前十大占比 · 第一大 5.3%
119 / 172新建仓 / 清仓
申报市值走势$33.11亿2026Q2
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

IVV 5.3%
NVDA 3.6%
AAPL 3.3%
AMZN 2.3%
GOOGL 1.8%
VGT 1.8%
MSFT 1.7%
IUSB 1.4%
SPY 1.3%
JBND 1.2%

2026Q1 买入最多 按季末市值估算

IUSB 加仓+$1,958.25万
JBND 加仓+$1,937.04万
AMAT 加仓+$877.51万
LRCX 加仓+$581.60万
CASY 重新持有+$576.17万

2026Q1 卖出最多 按季末市值估算

TIP 减仓-$750.33万
SCCO 减仓-$684.72万
VGT 减仓-$628.72万
TAN 减仓-$618.42万
VWO 减仓-$610.77万

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
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.36万0.00%627 -838-57.2% -$1.82万 减仓
AVY AVERY DENNISON CORP $1.36万0.00%79 -2-2.5% -$345 减仓
OI O I GLASS INC $1.37万0.00%1,300 -1,760-57.5% -$1.85万 减仓
— ISHARES ETHEREUM TR $1.38万0.00%870 -1,332-60.5% -$2.11万 减仓
XETYX EATON VANCE TAX MANAGED DIVE $1.38万0.00%1,000 00.0% — 不变
XT ISHARES TR $1.39万0.00%204 -216-51.4% -$1.47万 减仓
SONY SONY GROUP CORP $1.40万0.00%675 -13-1.9% -$269 减仓
LYB LYONDELLBASELL INDUSTRIES N $1.40万0.00%174 -193-52.6% -$1.55万 减仓
FEM FIRST TR EXCH TRD ALPHDX FD $1.41万0.00%470 -1,268-73.0% -$3.80万 减仓
XTL SPDR SER TR $1.41万0.00%75 1831.6% $3,385 加仓
FOX FOX CORP $1.42万0.00%267 -2-0.7% -$106 减仓
FNDA SCHWAB STRATEGIC TR $1.42万0.00%439 -85-16.2% -$2,756 减仓
RS RELIANCE INC $1.43万0.00%47 00.0% — 不变
STEP STEPSTONE GROUP INC $1.43万0.00%300 -500-62.5% -$2.39万 减仓
FICO FAIR ISAAC CORP $1.44万0.00%14 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $1.44万0.00%779 -14-1.8% -$259 减仓
NVDL GRANITESHARES ETF TR $1.45万0.00%200 -30-13.0% -$2,177 减仓
HUM HUMANA INC $1.46万0.00%84 -256-75.3% -$4.45万 减仓
CRUS CIRRUS LOGIC INC $1.46万0.00%101 101— $1.46万 新建仓
IGRO ISHARES TR $1.47万0.00%175 -30-14.6% -$2,513 减仓
DLTR DOLLAR TREE INC $1.47万0.00%134 1512.6% $1,643 加仓
AFL AFLAC INC $1.47万0.00%134 -3-2.2% -$329 减仓
SEIC SEI INVTS CO $1.48万0.00%188 00.0% — 不变
SPB SPECTRUM BRANDS HLDGS INC NE $1.48万0.00%201 150294.1% $1.11万 加仓
BG BUNGE GLOBAL SA $1.49万0.00%117 -562-82.8% -$7.15万 减仓
BBAX J P MORGAN EXCHANGE TRADED F $1.49万0.00%251 00.0% — 不变
FLTB FIDELITY MERRIMACK STR TR $1.49万0.00%297 -397-57.2% -$2.00万 减仓
SNN SMITH NEPHEW PLC $1.50万0.00%472 00.0% — 不变
JOET VIRTUS ETF TR II $1.50万0.00%375 00.0% — 不变
WWD WOODWARD INC $1.50万0.00%42 00.0% — 不变
BGC BGC GROUP INC $1.51万0.00%1,541 -1,877-54.9% -$1.84万 减仓
XOP SPDR SER TR $1.51万0.00%83 -67-44.7% -$1.22万 减仓
ABEV AMBEV SA $1.52万0.00%5,192 -9,579-64.9% -$2.80万 减仓
EPAM EPAM SYS INC $1.53万0.00%113 2528.4% $3,385 加仓
KDP KEURIG DR PEPPER INC $1.54万0.00%583 -1,038-64.0% -$2.73万 减仓
ICVT ISHARES TR $1.54万0.00%151 -159-51.3% -$1.62万 减仓
NGG NATIONAL GRID PLC $1.54万0.00%182 -33-15.3% -$2,792 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $1.55万0.00%510 40.8% $121 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $1.55万0.00%172 -89-34.1% -$8,020 减仓
CINF CINCINNATI FINL CORP $1.56万0.00%99 00.0% — 不变
PDM PIEDMONT OFFICE REALTY TR IN $1.56万0.00%2,372 -1,940-45.0% -$1.27万 减仓
SCHI SCHWAB STRATEGIC TR $1.57万0.00%691 -114-14.2% -$2,585 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $1.57万0.00%626 71.1% $175 加仓
KNSL KINSALE CAP GROUP INC $1.57万0.00%46 -11-19.3% -$3,765 减仓
IEO ISHARES TR $1.58万0.00%127 10.8% $125 加仓
SERV SERVE ROBOTICS INC $1.61万0.00%1,910 1,610536.7% $1.36万 加仓
CLMT CALUMET INC $1.62万0.00%450 00.0% — 不变
LVHI LEGG MASON ETF INVT $1.62万0.00%400 400— $1.62万 新建仓
THC TENET HEALTHCARE CORP $1.62万0.00%86 -46-34.8% -$8,681 减仓
RAAX VANECK ETF TRUST $1.63万0.00%400 400— $1.63万 新建仓
— FIDELITY MERRIMACK STR TR $1.64万0.00%348 -102-22.7% -$4,807 减仓
CR CRANE COMPANY $1.64万0.00%96 00.0% — 不变
HESM HESS MIDSTREAM LP $1.64万0.00%422 81.9% $311 加仓
OVV OVINTIV INC $1.64万0.00%277 155.7% $890 加仓
BN BROOKFIELD CORP $1.65万0.00%409 -479-53.9% -$1.94万 减仓
BFS SAUL CTRS INC $1.67万0.00%512 00.0% — 不变
— DIREXION SHS ETF TR $1.67万0.00%1,949 110.6% $94 加仓
IXP ISHARES TR $1.67万0.00%146 -29-16.6% -$3,326 减仓
RYLD GLOBAL X FDS $1.67万0.00%1,120 00.0% — 不变
AIS TIDAL TRUST III $1.68万0.00%400 00.0% — 不变
DSU BLACKROCK DEBT STRATEGIES FD $1.69万0.00%1,758 1,758— $1.69万 新建仓
SRAD SPORTRADAR GROUP AG $1.69万0.00%1,009 -9,620-90.5% -$16.10万 减仓
GGG GRACO INC $1.69万0.00%200 31.5% $254 加仓
SHYM BLACKROCK ETF TRUST II $1.70万0.00%773 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.71万0.00%500 500— $1.71万 新建仓
MCHP MICROCHIP TECHNOLOGY INC $1.73万0.00%267 -2-0.7% -$129 减仓
FLS FLOWSERVE CORP $1.73万0.00%236 -6-2.5% -$441 减仓
MARA MARA HOLDINGS INC $1.75万0.00%2,145 150.7% $122 加仓
XYLD GLOBAL X FDS $1.76万0.00%449 -400-47.1% -$1.57万 减仓
BIIB BIOGEN INC $1.76万0.00%96 -63-39.6% -$1.16万 减仓
XLB SELECT SECTOR SPDR TR $1.76万0.00%352 -57-13.9% -$2,851 减仓
MAIN MAIN STR CAP CORP $1.77万0.00%334 -582-63.5% -$3.08万 减仓
HTGC HERCULES CAPITAL INC $1.78万0.00%1,205 00.0% — 不变
— BLACKROCK TCP CAPITAL CORP $1.79万0.00%4,954 -234-4.5% -$845 减仓
— DIREXION SHS ETF TR $1.79万0.00%800 800— $1.79万 新建仓
OMC OMNICOM GROUP INC $1.79万0.00%238 -88-27.0% -$6,628 减仓
CRS CARPENTER TECHNOLOGY CORP $1.79万0.00%46 -89-65.9% -$3.47万 减仓
XVV ISHARES TR $1.80万0.00%365 00.0% — 不变
DES WISDOMTREE TR $1.80万0.00%500 00.0% — 不变
HUBB HUBBELL INC $1.82万0.00%37 -1-2.6% -$491 减仓
MGM MGM RESORTS INTERNATIONAL $1.82万0.00%491 322190.5% $1.19万 加仓
PALL ABRDN PALLADIUM ETF TRUST $1.82万0.00%135 -75-35.7% -$1.01万 减仓
CMC COMMERCIAL METALS CO $1.84万0.00%300 -153-33.8% -$9,399 减仓
BCX BLACKROCK RES COMMODITIES $1.85万0.00%1,535 251.7% $301 加仓
BBDC BARINGS BDC INC $1.85万0.00%2,248 -1,400-38.4% -$1.15万 减仓
EMBJ EMBRAER S A $1.86万0.00%313 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.86万0.00%303 -72,715-99.6% -$446.13万 减仓
GRMN GARMIN LTD $1.86万0.00%80 11.3% $233 加仓
DOX AMDOCS LTD $1.87万0.00%286 3915.8% $2,545 加仓
GSEW GOLDMAN SACHS ETF TR $1.87万0.00%221 -385-63.5% -$3.26万 减仓
CLX CLOROX CO DEL $1.88万0.00%182 -12-6.2% -$1,241 减仓
ALC ALCON AG $1.89万0.00%251 00.0% — 不变
BNL BROADSTONE NET LEASE INC $1.89万0.00%1,036 161.6% $292 加仓
FBRT FRANKLIN BSP RLTY TR INC $1.90万0.00%2,240 00.0% — 不变
ICOP ISHARES TR $1.90万0.00%400 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $1.91万0.00%1,535 -1,023-40.0% -$1.27万 减仓
NOK NOKIA CORP $1.91万0.00%2,373 -3,869-62.0% -$3.11万 减仓
MKL MARKEL GROUP INC $1.91万0.00%10 -8-44.4% -$1.53万 减仓
AOM ISHARES TR $1.92万0.00%405 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $1.92万0.00%500 00.0% — 不变