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
— DBX ETF TR $1.93万0.00%398 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.93万0.00%205 00.0% — 不变
PDX PIMCO DYNAMIC INCOME STRATEG $1.93万0.00%875 00.0% — 不变
WTFC WINTRUST FINL CORP $1.93万0.00%139 1613.0% $2,223 加仓
— INVESCO CURRENCYSHARES SWISS $1.93万0.00%175 175— $1.93万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $1.94万0.00%32 28700.0% $1.69万 加仓
DECK DECKERS OUTDOOR CORP $1.94万0.00%194 -1,870-90.6% -$18.72万 减仓
FVAL FIDELITY COVINGTON TRUST $1.95万0.00%281 -3-1.1% -$209 减仓
ENFR ALPS ETF TR $1.96万0.00%514 61.2% $229 加仓
— DIREXION SHS ETF TR $1.96万0.00%700 -1,200-63.2% -$3.37万 减仓
CUZ COUSINS PPTYS INC $1.97万0.00%875 50.6% $113 加仓
CCI CROWN CASTLE INC $1.98万0.00%243 -232-48.8% -$1.89万 减仓
DGRW WISDOMTREE TR $1.99万0.00%226 00.0% — 不变
SSD SIMPSON MFG INC $1.99万0.00%116 00.0% — 不变
LEU CENTRUS ENERGY CORP $2.00万0.00%115 1515.0% $2,604 加仓
JGRO J P MORGAN EXCHANGE TRADED F $2.00万0.00%237 2511.8% $2,113 加仓
WLK WESTLAKE CORPORATION $2.01万0.00%172 -134-43.8% -$1.57万 减仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $2.03万0.00%2,200 00.0% — 不变
RSPU INVESCO EXCHANGE TRADED FD T $2.03万0.00%250 -50-16.7% -$4,054 减仓
CSGP COSTAR GROUP INC $2.03万0.00%503 -7,284-93.5% -$29.38万 减仓
BIP BROOKFIELD INFRAST PARTNERS $2.04万0.00%565 71.3% $253 加仓
BLDR BUILDERS FIRSTSOURCE INC $2.04万0.00%248 -891-78.2% -$7.34万 减仓
HR HEALTHCARE RLTY TR $2.05万0.00%1,205 00.0% — 不变
NIO NIO INC $2.05万0.00%3,400 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $2.06万0.00%894 -1,209-57.5% -$2.79万 减仓
FUTY FIDELITY COVINGTON TRUST $2.08万0.00%353 164.7% $944 加仓
EFX EQUIFAX INC $2.09万0.00%116 3543.2% $6,303 加仓
WTW WILLIS TOWERS WATSON PLC LTD $2.09万0.00%72 -9-11.1% -$2,616 减仓
GLP GLOBAL PARTNERS LP $2.10万0.00%500 00.0% — 不变
— EAGLE POINT CREDIT COMPANY I $2.11万0.00%5,600 4,300330.8% $1.62万 加仓
DFIC DIMENSIONAL ETF TRUST $2.12万0.00%598 598— $2.12万 新建仓
— ENVIRI CORP $2.14万0.00%1,089 00.0% — 不变
SPEU SPDR INDEX SHS FDS $2.15万0.00%419 00.0% — 不变
DNOV FIRST TR EXCHNG TRADED FD VI $2.16万0.00%450 00.0% — 不变
ARKW ARK ETF TR $2.17万0.00%180 00.0% — 不变
— ISHARES TR $2.17万0.00%757 524224.9% $1.50万 加仓
HAP VANECK ETF TRUST $2.17万0.00%300 00.0% — 不变
HAS HASBRO INC $2.18万0.00%233 10.4% $94 加仓
ITT ITT INC $2.18万0.00%115 -14-10.9% -$2,659 减仓
TSLL DIREXION SHS ETF TR $2.19万0.00%1,800 -70-3.7% -$850 减仓
XYL XYLEM INC $2.19万0.00%183 -27-12.9% -$3,227 减仓
APTV APTIV PLC $2.19万0.00%315 -1-0.3% -$69 减仓
AMTM AMENTUM HOLDINGS INC $2.21万0.00%846 -209-19.8% -$5,451 减仓
CLH CLEAN HARBORS INC $2.22万0.00%77 00.0% — 不变
ANAB ANAPTYSBIO INC $2.22万0.00%400 400— $2.22万 新建仓
NTES NETEASE INC $2.24万0.00%200 -236-54.1% -$2.64万 减仓
FELE FRANKLIN ELEC INC $2.26万0.00%245 -101-29.2% -$9,309 减仓
CTRE CARETRUST REIT INC $2.27万0.00%618 -3-0.5% -$110 减仓
TAP MOLSON COORS BEVERAGE CO $2.31万0.00%537 -518-49.1% -$2.23万 减仓
DKNG DRAFTKINGS INC NEW $2.32万0.00%1,073 10611.0% $2,292 加仓
IGHG PROSHARES TR $2.32万0.00%299 00.0% — 不变
QS QUANTUMSCAPE CORP $2.33万0.00%3,650 1,00037.7% $6,380 加仓
AMSF AMERISAFE INC $2.33万0.00%700 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.34万0.00%396 6419.3% $3,782 加仓
— ADVANCED FLOWER CAP INC $2.34万0.00%8,300 -500-5.7% -$1,410 减仓
— WEBSTER FINL CORP $2.35万0.00%339 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $2.37万0.00%425 00.0% — 不变
FFSM FIDELITY COVINGTON TRUST $2.37万0.00%743 16929.4% $5,400 加仓
UTEN RBB FD INC $2.38万0.00%547 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $2.40万0.00%627 00.0% — 不变
HWKN HAWKINS INC $2.41万0.00%157 00.0% — 不变
KOD KODIAK SCIENCES INC $2.41万0.00%633 00.0% — 不变
AER AERCAP HOLDINGS NV $2.41万0.00%176 8083.3% $1.10万 加仓
NRP NATURAL RESOURCE PARTNERS L $2.42万0.00%200 00.0% — 重新持有
LEA LEAR CORP $2.42万0.00%200 -51-20.3% -$6,175 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $2.46万0.00%283 283— $2.46万 新建仓
FOXA FOX CORP $2.46万0.00%422 30.7% $175 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $2.47万0.00%640 640— $2.47万 新建仓
LNTH LANTHEUS HLDGS INC $2.47万0.00%326 -256-44.0% -$1.94万 减仓
P PURE STORAGE INC $2.47万0.00%419 -1-0.2% -$59 减仓
TXT TEXTRON INC $2.48万0.00%283 -6-2.1% -$525 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $2.49万0.00%500 -100-16.7% -$4,972 减仓
TTWO TAKE TWO INTERACTIVE SOFTWAR $2.49万0.00%126 21.6% $395 加仓
BEP BROOKFIELD RENEWABLE PARTNER $2.49万0.00%763 50.7% $163 加仓
MUR MURPHY OIL CORP $2.49万0.00%604 00.0% — 不变
PBA PEMBINA PIPELINE CORP $2.49万0.00%557 30.5% $134 加仓
FMF FIRST TR EXCHANGE TRADED FD $2.51万0.00%495 21878.7% $1.10万 加仓
PCG PG E CORP $2.52万0.00%1,433 -111-7.2% -$1,950 减仓
BAB INVESCO EXCH TRADED FD TR II $2.52万0.00%934 00.0% — 不变
ETH GRAYSCALE ETHEREUM MINI TR E $2.52万0.00%1,271 1,001370.7% $1.99万 加仓
EIX EDISON INTL $2.53万0.00%346 9537.8% $6,953 加仓
ACGL ARCH CAP GROUP LTD $2.53万0.00%264 00.0% — 不变
MOO VANECK ETF TRUST $2.54万0.00%300 00.0% — 不变
KRG KITE RLTY GROUP TR $2.54万0.00%1,035 00.0% — 不变
RWR SPDR SER TR $2.54万0.00%252 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $2.55万0.00%259 -11-4.1% -$1,083 减仓
NYT NEW YORK TIMES CO $2.55万0.00%305 00.0% — 不变
SLYG SPDR SER TR $2.59万0.00%268 00.0% — 不变
INGR INGREDION INC $2.59万0.00%230 00.0% — 不变
PCT PURECYCLE TECHNOLOGIES INC $2.60万0.00%5,000 5,000— $2.60万 新建仓
SLYV SPDR SER TR $2.60万0.00%275 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $2.60万0.00%1,701 00.0% — 不变
IVOG VANGUARD ADMIRAL FDS INC $2.60万0.00%208 00.0% — 不变
DOCT FIRST TR EXCHNG TRADED FD VI $2.60万0.00%599 00.0% — 不变
ATRO ASTRONICS CORP $2.61万0.00%391 11843.2% $7,874 加仓
— CION INVT CORP $2.61万0.00%3,821 00.0% — 不变
LQDH ISHARES U S ETF TR $2.62万0.00%283 00.0% — 不变
GJAN FIRST TR EXCHNG TRADED FD VI $2.62万0.00%625 00.0% — 不变
REG REGENCY CTRS CORP $2.65万0.00%350 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $2.65万0.00%880 -681-43.6% -$2.05万 减仓