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 |
|---|---|---|---|---|---|---|---|---|
| RITM | RITHM CAPITAL CORP | $5.74万 | 0.00% | 6,053 | 53 | 0.9% | $502 | 加仓 |
| DEM | WISDOMTREE TR | $5.79万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $5.82万 | 0.00% | 187 | 96 | 105.5% | $2.99万 | 加仓 |
| LDP | COHEN STEERS LTD DURATION | $5.83万 | 0.00% | 2,919 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.84万 | 0.00% | 622 | -3,542 | -85.1% | -$33.25万 | 减仓 |
| IR | INGERSOLL RAND INC | $5.84万 | 0.00% | 729 | -143 | -16.4% | -$1.15万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $5.85万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $5.91万 | 0.00% | 5,735 | 2,335 | 68.7% | $2.41万 | 加仓 |
| HSY | HERSHEY CO | $5.94万 | 0.00% | 286 | -1,220 | -81.0% | -$25.34万 | 减仓 |
| IGE | ISHARES TR | $5.97万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $5.98万 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $5.99万 | 0.00% | 1,409 | 12 | 0.9% | $510 | 加仓 |
| XPH | SPDR SER TR | $5.99万 | 0.00% | 1,107 | 1,107 | — | $5.99万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $6.00万 | 0.00% | 778 | 73 | 10.4% | $5,628 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $6.00万 | 0.00% | 1,147 | -24 | -2.0% | -$1,256 | 减仓 |
| ZS | ZSCALER INC | $6.02万 | 0.00% | 429 | 37 | 9.4% | $5,191 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $6.02万 | 0.00% | 509 | 1 | 0.2% | $118 | 加仓 |
| SYSB | ISHARES TR | $6.04万 | 0.00% | 679 | 3 | 0.4% | $267 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $6.05万 | 0.00% | 168 | -11,157 | -98.5% | -$401.51万 | 减仓 |
| IBHH | ISHARES TR | $6.06万 | 0.00% | 2,580 | -8,218 | -76.1% | -$19.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.07万 | 0.00% | 1,650 | -12,150 | -88.0% | -$44.66万 | 减仓 |
| EUFN | ISHARES TR | $6.08万 | 0.00% | 1,745 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $6.09万 | 0.00% | 2,993 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $6.12万 | 0.00% | 2,309 | 5 | 0.2% | $133 | 加仓 |
| DTE | DTE ENERGY CO | $6.20万 | 0.00% | 424 | -122 | -22.3% | -$1.78万 | 减仓 |
| VEEV | VEEVA SYS INC | $6.20万 | 0.00% | 353 | -95 | -21.2% | -$1.67万 | 减仓 |
| AA | ALCOA CORP | $6.22万 | 0.00% | 938 | 501 | 114.6% | $3.32万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $6.24万 | 0.00% | 2,790 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $6.35万 | 0.00% | 484 | -32 | -6.2% | -$4,196 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $6.39万 | 0.00% | 2,096 | -12 | -0.6% | -$366 | 减仓 |
| LEN | LENNAR CORP | $6.41万 | 0.00% | 739 | 222 | 42.9% | $1.93万 | 加仓 |
| VTRS | VIATRIS INC | $6.42万 | 0.00% | 4,750 | -1,161 | -19.6% | -$1.57万 | 减仓 |
| IBHG | ISHARES TR | $6.43万 | 0.00% | 2,907 | -13,506 | -82.3% | -$29.89万 | 减仓 |
| ISTB | ISHARES TR | $6.46万 | 0.00% | 1,333 | 533 | 66.6% | $2.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.47万 | 0.00% | 2,420 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $6.48万 | 0.00% | 2,401 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $6.49万 | 0.00% | 938 | -1 | -0.1% | -$69 | 减仓 |
| EVRG | EVERGY INC | $6.52万 | 0.00% | 796 | -444 | -35.8% | -$3.64万 | 减仓 |
| ACM | AECOM | $6.53万 | 0.00% | 770 | 1 | 0.1% | $85 | 加仓 |
| JKHY | HENRY JACK ASSOC INC | $6.54万 | 0.00% | 414 | 1 | 0.2% | $158 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.62万 | 0.00% | 200 | -2 | -1.0% | -$662 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $6.63万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $6.66万 | 0.00% | 472 | -9 | -1.9% | -$1,270 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $6.67万 | 0.00% | 8,252 | -285 | -3.3% | -$2,303 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $6.69万 | 0.00% | 328 | -20 | -5.7% | -$4,082 | 减仓 |
| — | BANK MONTREAL MEDIUM | $6.71万 | 0.00% | 333 | -117 | -26.0% | -$2.36万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.71万 | 0.00% | 155 | 1 | 0.6% | $433 | 加仓 |
| QYLD | GLOBAL X FDS | $6.72万 | 0.00% | 3,916 | -3,998 | -50.5% | -$6.86万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $6.75万 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $6.91万 | 0.00% | 14,918 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHS ETF TR | $6.99万 | 0.00% | 2,325 | 2,325 | — | $6.99万 | 新建仓 |
| LADR | LADDER CAP CORP | $6.99万 | 0.00% | 7,157 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $7.00万 | 0.00% | 4,062 | 260 | 6.8% | $4,483 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $7.01万 | 0.00% | 1,077 | -16 | -1.5% | -$1,042 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $7.03万 | 0.00% | 2,300 | 2,300 | — | $7.03万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $7.04万 | 0.00% | 4,221 | 498 | 13.4% | $8,307 | 加仓 |
| HSBC | HSBC HLDGS PLC | $7.05万 | 0.00% | 855 | -12 | -1.4% | -$990 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $7.06万 | 0.00% | 350 | 17 | 5.1% | $3,428 | 加仓 |
| ROL | ROLLINS INC | $7.06万 | 0.00% | 1,322 | -19 | -1.4% | -$1,015 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $7.07万 | 0.00% | 3,103 | -6,429 | -67.4% | -$14.64万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $7.09万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SER TR | $7.19万 | 0.00% | 1,103 | -505 | -31.4% | -$3.29万 | 减仓 |
| BHP | BHP GROUP LTD | $7.24万 | 0.00% | 996 | -583 | -36.9% | -$4.24万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $7.26万 | 0.00% | 1,586 | -14 | -0.9% | -$641 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.27万 | 0.00% | 350 | -31 | -8.1% | -$6,443 | 减仓 |
| CNI | CANADIAN NATL RY CO | $7.28万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $7.33万 | 0.00% | 1,024 | -1,059 | -50.8% | -$7.58万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.40万 | 0.00% | 3,039 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $7.40万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LTD DURATION INC | $7.41万 | 0.00% | 7,838 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $7.43万 | 0.00% | 1,218 | -309 | -20.2% | -$1.89万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $7.44万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $7.45万 | 0.00% | 1,038 | 4 | 0.4% | $287 | 加仓 |
| TRMB | TRIMBLE INC | $7.45万 | 0.00% | 1,142 | 10 | 0.9% | $652 | 加仓 |
| IBTH | ISHARES TR | $7.46万 | 0.00% | 3,328 | 2,203 | 195.8% | $4.94万 | 重新持有 |
| XES | SPDR SER TR | $7.55万 | 0.00% | 649 | 351 | 117.8% | $4.08万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7.57万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $7.57万 | 0.00% | 4,436 | -248 | -5.3% | -$4,233 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $7.60万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TR II | $7.61万 | 0.00% | 1,231 | 231 | 23.1% | $1.43万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $7.63万 | 0.00% | 282 | 29 | 11.5% | $7,846 | 加仓 |
| JBL | JABIL INC | $7.64万 | 0.00% | 288 | -91 | -24.0% | -$2.41万 | 减仓 |
| OLN | OLIN CORP | $7.64万 | 0.00% | 2,571 | -168 | -6.1% | -$4,995 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.67万 | 0.00% | 12,464 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $7.68万 | 0.00% | 5,388 | -16,929 | -75.9% | -$24.12万 | 减仓 |
| FLOT | ISHARES TR | $7.68万 | 0.00% | 1,508 | 309 | 25.8% | $1.57万 | 加仓 |
| SCI | SERVICE CORP INTL | $7.70万 | 0.00% | 933 | 114 | 13.9% | $9,406 | 加仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $7.72万 | 0.00% | 1,548 | 699 | 82.3% | $3.49万 | 加仓 |
| UTF | COHEN STEERS INFRASTRUCTUR | $7.76万 | 0.00% | 3,000 | -495 | -14.2% | -$1.28万 | 减仓 |
| VITL | VITAL FARMS INC | $7.77万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| — | PGIM S&P 500 Buffer 12 ETF - June | $7.77万 | 0.00% | 2,562 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $7.78万 | 0.00% | 864 | 91 | 11.8% | $8,199 | 加仓 |
| — | AllianzIM US Large Cap Buffer 10 ETF - June | $7.79万 | 0.00% | 2,166 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $7.88万 | 0.00% | 619 | -24 | -3.7% | -$3,055 | 减仓 |
| ICLR | ICON PLC | $7.89万 | 0.00% | 713 | 35 | 5.2% | $3,873 | 加仓 |
| IYK | ISHARES TR | $7.90万 | 0.00% | 1,128 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $7.90万 | 0.00% | 819 | 6 | 0.7% | $579 | 加仓 |
| MFC | MANULIFE FINL CORP | $7.91万 | 0.00% | 2,296 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $7.93万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $7.96万 | 0.00% | 608 | -9 | -1.5% | -$1,179 | 减仓 |