Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| URA | GLOBAL X FDS | $2.66万 | 0.00% | 550 | 300 | 120.0% | $1.45万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $2.66万 | 0.00% | 3,660 | 88 | 2.5% | $641 | 加仓 |
| SHAK | SHAKE SHACK INC | $2.68万 | 0.00% | 303 | -185 | -37.9% | -$1.64万 | 减仓 |
| ARKX | ARK ETF TR | $2.69万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| IESC | IES HLDGS INC | $2.72万 | 0.00% | 57 | -43 | -43.0% | -$2.05万 | 重新持有 |
| SWBI | SMITH WESSON BRANDS INC | $2.72万 | 0.00% | 1,901 | 16 | 0.8% | $229 | 加仓 |
| NI | NISOURCE INC | $2.73万 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH DWIGHT CO INC | $2.76万 | 0.00% | 296 | 23 | 8.4% | $2,146 | 加仓 |
| LIT | GLOBAL X FDS | $2.78万 | 0.00% | 374 | -136 | -26.7% | -$1.01万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $2.79万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.79万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE TRADED FD | $2.81万 | 0.00% | 825 | 825 | — | $2.81万 | 新建仓 |
| SAN | BANCO SANTANDER S A | $2.86万 | 0.00% | 2,535 | -114 | -4.3% | -$1,286 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $2.88万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK GLADSTONE FINL CORP | $2.89万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $2.89万 | 0.00% | 5,670 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $2.90万 | 0.00% | 2,000 | 1,942 | 3,348.3% | $2.82万 | 重新持有 |
| MSCI | MSCI INC | $2.91万 | 0.00% | 54 | -3,049 | -98.3% | -$164.35万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2.95万 | 0.00% | 105 | 105 | — | $2.95万 | 新建仓 |
| IEX | IDEX CORP | $2.96万 | 0.00% | 156 | 53 | 51.5% | $1.00万 | 加仓 |
| FLR | FLUOR CORP NEW | $2.96万 | 0.00% | 635 | -202 | -24.1% | -$9,423 | 减仓 |
| RDDT | REDDIT INC | $2.97万 | 0.00% | 220 | -413 | -65.2% | -$5.57万 | 减仓 |
| AEE | AMEREN CORP | $2.97万 | 0.00% | 270 | 1 | 0.4% | $110 | 加仓 |
| MAA | MID AMER APT CMNTYS INC | $2.99万 | 0.00% | 244 | -2 | -0.8% | -$245 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.99万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SER TR | $2.99万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $3.02万 | 0.00% | 604 | 58 | 10.6% | $2,898 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3.02万 | 0.00% | 399 | 390 | 4,333.3% | $2.95万 | 加仓 |
| — | DIREXION SHS ETF TR | $3.02万 | 0.00% | 800 | 100 | 14.3% | $3,781 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3.04万 | 0.00% | 1,164 | -2 | -0.2% | -$52 | 减仓 |
| CSL | CARLISLE COS INC | $3.05万 | 0.00% | 91 | -64 | -41.3% | -$2.14万 | 减仓 |
| SSRM | SSR MINING IN | $3.09万 | 0.00% | 1,050 | 50 | 5.0% | $1,470 | 加仓 |
| IGM | ISHARES TR | $3.09万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3.10万 | 0.00% | 432 | 3 | 0.7% | $215 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3.11万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $3.12万 | 0.00% | 3,349 | -1,000 | -23.0% | -$9,311 | 减仓 |
| AGNC | AGNC INVT CORP | $3.13万 | 0.00% | 3,122 | -50 | -1.6% | -$502 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $3.16万 | 0.00% | 350 | -38 | -9.8% | -$3,426 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $3.17万 | 0.00% | 178 | -25 | -12.3% | -$4,456 | 减仓 |
| XRNPX | COHEN STEERS REIT PFD | $3.17万 | 0.00% | 1,607 | 32 | 2.0% | $632 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3.18万 | 0.00% | 846 | 17 | 2.1% | $639 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES | $3.19万 | 0.00% | 6,000 | 2,000 | 50.0% | $1.06万 | 加仓 |
| FSLR | FIRST SOLAR INC | $3.20万 | 0.00% | 162 | -27,353 | -99.4% | -$539.56万 | 减仓 |
| — | GLOBAL X FDS | $3.21万 | 0.00% | 1,040 | 4 | 0.4% | $124 | 加仓 |
| EFAV | ISHARES TR | $3.23万 | 0.00% | 353 | 36 | 11.4% | $3,289 | 加仓 |
| — | DIREXION SHS ETF TR | $3.24万 | 0.00% | 513 | 1 | 0.2% | $63 | 加仓 |
| LSTR | LANDSTAR SYS INC | $3.24万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $3.26万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE GRO CO | $3.29万 | 0.00% | 542 | 5 | 0.9% | $304 | 加仓 |
| FLTR | VANECK ETF TRUST | $3.30万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $3.33万 | 0.00% | 1,228 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3.37万 | 0.00% | 1,754 | -912 | -34.2% | -$1.75万 | 减仓 |
| — | ADVISORSHARES TR | $3.38万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $3.38万 | 0.00% | 4,660 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SER TR | $3.39万 | 0.00% | 1,366 | 1,197 | 708.3% | $2.97万 | 加仓 |
| IONQ | IONQ INC | $3.40万 | 0.00% | 1,181 | -375 | -24.1% | -$1.08万 | 减仓 |
| EBAY | EBAY INC | $3.43万 | 0.00% | 377 | -888 | -70.2% | -$8.09万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $3.47万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $3.47万 | 0.00% | 1,152 | -318 | -21.6% | -$9,578 | 减仓 |
| ENS | ENERSYS | $3.47万 | 0.00% | 200 | 120 | 150.0% | $2.08万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $3.48万 | 0.00% | 161 | -15 | -8.5% | -$3,238 | 减仓 |
| — | THOMSON REUTERS CORP | $3.48万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3.49万 | 0.00% | 1,740 | -14 | -0.8% | -$281 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $3.50万 | 0.00% | 686 | 3 | 0.4% | $153 | 加仓 |
| DXCM | DEXCOM INC | $3.51万 | 0.00% | 559 | -14 | -2.4% | -$879 | 减仓 |
| SLVP | ISHARES INC | $3.55万 | 0.00% | 1,000 | 1,000 | — | $3.55万 | 新建仓 |
| SHYG | ISHARES TRUST 0-5YR HIGH YIELD CORP BD I | $3.56万 | 0.00% | 841 | -87 | -9.4% | -$3,679 | 减仓 |
| ABNB | AIRBNB INC | $3.56万 | 0.00% | 282 | -56 | -16.6% | -$7,076 | 减仓 |
| SLDP | SOLID POWER INC | $3.56万 | 0.00% | 11,879 | 1,000 | 9.2% | $3,000 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.56万 | 0.00% | 514 | 150 | 41.2% | $1.04万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $3.57万 | 0.00% | 577 | -50 | -8.0% | -$3,095 | 减仓 |
| DXJ | WISDOMTREE TR | $3.60万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $3.60万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3.61万 | 0.00% | 458 | 360 | 367.3% | $2.84万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.63万 | 0.00% | 242 | -72 | -22.9% | -$1.08万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $3.64万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3.66万 | 0.00% | 1,230 | 1,230 | — | $3.66万 | 新建仓 |
| — | PROSHARES TR II | $3.67万 | 0.00% | 801 | 300 | 59.9% | $1.37万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $3.68万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $3.69万 | 0.00% | 167 | -7 | -4.0% | -$1,548 | 减仓 |
| — | BOEING CO | $3.73万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $3.74万 | 0.00% | 530 | -405 | -43.3% | -$2.86万 | 减仓 |
| — | COHEN CO INC NEW | $3.77万 | 0.00% | 2,500 | -2,000 | -44.4% | -$3.02万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $3.77万 | 0.00% | 677 | -110,951 | -99.4% | -$618.42万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.80万 | 0.00% | 201 | 133 | 195.6% | $2.51万 | 加仓 |
| CDW | CDW CORP | $3.80万 | 0.00% | 314 | 2 | 0.6% | $242 | 加仓 |
| IDGT | ISHARES TR | $3.81万 | 0.00% | 390 | 50 | 14.7% | $4,889 | 加仓 |
| MP | MP MATERIALS CORP | $3.83万 | 0.00% | 794 | 200 | 33.7% | $9,652 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $3.84万 | 0.00% | 1,998 | 25 | 1.3% | $481 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.85万 | 0.00% | 197 | 118 | 149.4% | $2.31万 | 加仓 |
| IBMP | ISHARES TR | $3.88万 | 0.00% | 1,527 | -2,867 | -65.2% | -$7.29万 | 减仓 |
| ROST | ROSS STORES INC | $3.90万 | 0.00% | 180 | -641 | -78.1% | -$13.89万 | 减仓 |
| IAT | ISHARES TR | $3.90万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $3.93万 | 0.00% | 438 | 438 | — | $3.93万 | 新建仓 |
| PPL | PPL CORP | $3.94万 | 0.00% | 1,032 | -40 | -3.7% | -$1,528 | 减仓 |
| GIS | GENERAL MLS INC | $3.95万 | 0.00% | 1,061 | -214 | -16.8% | -$7,965 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $3.96万 | 0.00% | 873 | -2 | -0.2% | -$91 | 减仓 |
| FISV | FISERV INC | $3.96万 | 0.00% | 709 | -4,116 | -85.3% | -$22.97万 | 减仓 |
| OKTA | OKTA INC | $3.96万 | 0.00% | 503 | -2 | -0.4% | -$157 | 减仓 |
| HEI | HEICO CORP NEW | $3.96万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |