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 |
|---|---|---|---|---|---|---|---|---|
| ALLY | ALLY FINL INC | $3.97万 | 0.00% | 1,013 | -230 | -18.5% | -$9,023 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $4.00万 | 0.00% | 1,213 | -191 | -13.6% | -$6,293 | 减仓 |
| CX | CEMEX SAB DE CV | $4.00万 | 0.00% | 3,500 | 363 | 11.6% | $4,153 | 加仓 |
| — | GLOBAL X FDS | $4.01万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $4.01万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $4.02万 | 0.00% | 4,014 | -135 | -3.3% | -$1,351 | 减仓 |
| HEI/A | HEICO CORP NEW | $4.02万 | 0.00% | 190 | -13 | -6.4% | -$2,750 | 减仓 |
| IYR | ISHARES TR | $4.03万 | 0.00% | 426 | -1,148 | -72.9% | -$10.86万 | 减仓 |
| SNA | SNAP ON INC | $4.03万 | 0.00% | 111 | -1 | -0.9% | -$363 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4.03万 | 0.00% | 296 | -5 | -1.7% | -$681 | 减仓 |
| SWK | STANLEY BLACK DECKER INC | $4.09万 | 0.00% | 576 | -3 | -0.5% | -$213 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $4.12万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4.12万 | 0.00% | 1,832 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $4.13万 | 0.00% | 1,395 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $4.15万 | 0.00% | 5,500 | -1,060 | -16.2% | -$8,003 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $4.16万 | 0.00% | 694 | -39 | -5.3% | -$2,339 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $4.16万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $4.17万 | 0.00% | 831 | 320 | 62.6% | $1.60万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $4.18万 | 0.00% | 226 | -9 | -3.8% | -$1,666 | 减仓 |
| SPHY | SPDR SER TR | $4.20万 | 0.00% | 1,801 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $4.21万 | 0.00% | 863 | -42 | -4.6% | -$2,049 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $4.22万 | 0.00% | 8,274 | 324 | 4.1% | $1,652 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.22万 | 0.00% | 537 | 422 | 367.0% | $3.32万 | 加仓 |
| SRE | SEMPRA | $4.25万 | 0.00% | 437 | 155 | 55.0% | $1.51万 | 加仓 |
| — | SUNRISE RLTY TR INC | $4.29万 | 0.00% | 5,598 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $4.32万 | 0.00% | 8,362 | -1,344 | -13.8% | -$6,949 | 减仓 |
| — | VOYA GLBL EQTY DIV PREM OP | $4.34万 | 0.00% | 7,611 | 105 | 1.4% | $598 | 加仓 |
| — | SCHWAB STRATEGIC TR | $4.34万 | 0.00% | 835 | 220 | 35.8% | $1.14万 | 加仓 |
| IJT | ISHARES TR | $4.34万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $4.34万 | 0.00% | 455 | -175 | -27.8% | -$1.67万 | 减仓 |
| HEGD | LISTED FD TR | $4.37万 | 0.00% | 1,771 | 0 | 0.0% | — | 不变 |
| MTB | M T BK CORP | $4.38万 | 0.00% | 212 | -16 | -7.0% | -$3,308 | 减仓 |
| — | ELECTRONIC ARTS INC | $4.40万 | 0.00% | 216 | 1 | 0.5% | $204 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $4.41万 | 0.00% | 271 | -632 | -70.0% | -$10.28万 | 减仓 |
| BBY | BEST BUY INC | $4.42万 | 0.00% | 688 | -27,405 | -97.6% | -$175.94万 | 减仓 |
| BCE | BCE INC | $4.42万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4.44万 | 0.00% | 190 | -62 | -24.6% | -$1.45万 | 减仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $4.51万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SER TR | $4.52万 | 0.00% | 572 | 2 | 0.4% | $158 | 加仓 |
| — | GAMCO NAT RES GOLD INCOME | $4.53万 | 0.00% | 5,428 | 116 | 2.2% | $969 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $4.54万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $4.54万 | 0.00% | 907 | 722 | 390.3% | $3.61万 | 加仓 |
| FIVE | FIVE BELOW INC | $4.57万 | 0.00% | 200 | -2 | -1.0% | -$457 | 减仓 |
| QQQE | DIREXION SHS ETF TR | $4.57万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $4.63万 | 0.00% | 394 | 354 | 885.0% | $4.16万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4.64万 | 0.00% | 1,076 | -174 | -13.9% | -$7,510 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $4.65万 | 0.00% | 18,753 | -483 | -2.5% | -$1,198 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $4.65万 | 0.00% | 441 | 216 | 96.0% | $2.28万 | 加仓 |
| PPG | PPG INDS INC | $4.66万 | 0.00% | 436 | -473 | -52.0% | -$5.06万 | 减仓 |
| DHI | D R HORTON INC | $4.67万 | 0.00% | 340 | -137 | -28.7% | -$1.88万 | 减仓 |
| MRNA | MODERNA INC | $4.70万 | 0.00% | 925 | 462 | 99.8% | $2.35万 | 加仓 |
| DTM | DT MIDSTREAM INC | $4.70万 | 0.00% | 349 | -57 | -14.0% | -$7,676 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $4.70万 | 0.00% | 2,389 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4.77万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $4.79万 | 0.00% | 660 | -148 | -18.3% | -$1.07万 | 减仓 |
| GVA | GRANITE CONSTR INC | $4.80万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4.80万 | 0.00% | 315 | -3,888 | -92.5% | -$59.30万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $4.82万 | 0.00% | 494 | -101 | -17.0% | -$9,851 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $4.83万 | 0.00% | 3,733 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $4.85万 | 0.00% | 1,862 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $4.87万 | 0.00% | 17,767 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $4.90万 | 0.00% | 94 | -20 | -17.5% | -$1.04万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $4.91万 | 0.00% | 280 | 26 | 10.2% | $4,562 | 加仓 |
| — | DIREXION SHS ETF TR | $4.97万 | 0.00% | 1,850 | 1,850 | — | $4.97万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE TRADED FD | $4.97万 | 0.00% | 444 | -1,064 | -70.6% | -$11.92万 | 减仓 |
| NICE | NICE LTD | $5.03万 | 0.00% | 456 | -170 | -27.2% | -$1.87万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.10万 | 0.00% | 325 | -136 | -29.5% | -$2.14万 | 减仓 |
| AMLP | ALPS ETF TR | $5.11万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.15万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $5.16万 | 0.00% | 1,054 | -212 | -16.7% | -$1.04万 | 减仓 |
| — | PROSHARES TR | $5.17万 | 0.00% | 704 | -101 | -12.5% | -$7,412 | 减仓 |
| RMBS | RAMBUS INC DEL | $5.17万 | 0.00% | 601 | 299 | 99.0% | $2.57万 | 加仓 |
| COKE | COCA COLA CONS INC | $5.18万 | 0.00% | 270 | 139 | 106.1% | $2.67万 | 加仓 |
| URNM | SPROTT FDS TR | $5.21万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $5.21万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BK COMM | $5.21万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $5.22万 | 0.00% | 442 | 47 | 11.9% | $5,548 | 加仓 |
| BLOK | AMPLIFY ETF TR | $5.28万 | 0.00% | 1,060 | -53 | -4.8% | -$2,640 | 减仓 |
| — | PGIM ROCK ETF TR | $5.29万 | 0.00% | 1,747 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $5.30万 | 0.00% | 2,000 | 300 | 17.6% | $7,953 | 加仓 |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $5.31万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $5.33万 | 0.00% | 1,050 | -1,622 | -60.7% | -$8.23万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $5.34万 | 0.00% | 1,257 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.35万 | 0.00% | 1,000 | 300 | 42.9% | $1.60万 | 加仓 |
| — | WISDOMTREE TR | $5.36万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.38万 | 0.00% | 3,575 | 2,375 | 197.9% | $3.57万 | 加仓 |
| SMR | NUSCALE PWR CORP | $5.39万 | 0.00% | 4,973 | -2,900 | -36.8% | -$3.14万 | 减仓 |
| PTY | PIMCO CORPORATE INCOME OPP | $5.40万 | 0.00% | 4,482 | 1 | 0.0% | $12 | 加仓 |
| HST | HOST HOTELS RESORTS INC | $5.42万 | 0.00% | 2,831 | -43 | -1.5% | -$824 | 减仓 |
| EXI | ISHARES TR | $5.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $5.49万 | 0.00% | 71 | -11 | -13.4% | -$8,499 | 减仓 |
| REMX | VANECK ETF TRUST | $5.54万 | 0.00% | 630 | 93 | 17.3% | $8,184 | 加仓 |
| SGU | STAR GROUP L P | $5.57万 | 0.00% | 4,537 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.60万 | 0.00% | 786 | -3,001 | -79.2% | -$21.37万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $5.60万 | 0.00% | 2,198 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $5.62万 | 0.00% | 192 | -5 | -2.5% | -$1,464 | 减仓 |
| VLUE | ISHARES TR | $5.62万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $5.63万 | 0.00% | 227 | -4 | -1.7% | -$991 | 减仓 |
| PCAR | PACCAR INC | $5.68万 | 0.00% | 492 | 13 | 2.7% | $1,502 | 加仓 |
| TW | TRADEWEB MKTS INC | $5.68万 | 0.00% | 483 | 183 | 61.0% | $2.15万 | 加仓 |