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 |
|---|---|---|---|---|---|---|---|---|
| NTLA | INTELLIA THERAPEUTICS INC | $11.58万 | 0.00% | 9,036 | 4,971 | 122.3% | $6.37万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $11.60万 | 0.00% | 3,415 | 3,121 | 1,061.6% | $10.60万 | 加仓 |
| — | TIDAL ETF TR | $11.64万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $11.72万 | 0.00% | 2,557 | -124 | -4.6% | -$5,682 | 减仓 |
| PL | PLANET LABS PBC | $11.74万 | 0.00% | 4,200 | -500 | -10.6% | -$1.40万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $11.98万 | 0.00% | 1,399 | 1,325 | 1,790.5% | $11.35万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $12.02万 | 0.00% | 668 | 501 | 300.0% | $9.02万 | 加仓 |
| SYY | SYSCO CORP | $12.07万 | 0.00% | 1,692 | 114 | 7.2% | $8,132 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $12.11万 | 0.00% | 1,821 | -3,979 | -68.6% | -$26.45万 | 减仓 |
| IBTG | ISHARES TR | $12.16万 | 0.00% | 5,304 | 4,642 | 701.2% | $10.64万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $12.29万 | 0.00% | 461 | -4 | -0.9% | -$1,066 | 减仓 |
| BDX | BECTON DICKINSON CO | $12.41万 | 0.00% | 789 | 54 | 7.3% | $8,494 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $12.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $12.50万 | 0.00% | 506 | -10,399 | -95.4% | -$256.94万 | 减仓 |
| INSM | INSMED INC | $12.51万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK AMT QLT MUNI | $12.59万 | 0.00% | 12,329 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $12.65万 | 0.00% | 2,105 | 3 | 0.1% | $180 | 加仓 |
| CPRT | COPART INC | $12.68万 | 0.00% | 3,820 | -17 | -0.4% | -$564 | 减仓 |
| TQQQ | PROSHARES TR | $12.78万 | 0.00% | 3,065 | -25,592 | -89.3% | -$106.68万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $12.82万 | 0.00% | 651 | 161 | 32.9% | $3.17万 | 加仓 |
| TTD | THE TRADE DESK INC | $12.87万 | 0.00% | 5,674 | -770 | -11.9% | -$1.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $12.90万 | 0.00% | 739 | -188 | -20.3% | -$3.28万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $12.91万 | 0.00% | 2,642 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $12.91万 | 0.00% | 400 | 69 | 20.8% | $2.23万 | 加仓 |
| CSX | CSX CORP | $12.93万 | 0.00% | 3,150 | -12 | -0.4% | -$493 | 减仓 |
| SMMV | ISHARES TR | $13.04万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $13.06万 | 0.00% | 12,583 | 2,542 | 25.3% | $2.64万 | 加仓 |
| IQV | IQVIA HLDGS INC | $13.06万 | 0.00% | 766 | -64 | -7.7% | -$1.09万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $13.07万 | 0.00% | 5,276 | 48 | 0.9% | $1,189 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $13.07万 | 0.00% | 854 | -197 | -18.7% | -$3.02万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $13.22万 | 0.00% | 5,126 | 31 | 0.6% | $799 | 加仓 |
| FEX | FIRST TR LRGE CP CORE ALPHA | $13.33万 | 0.00% | 1,093 | 1 | 0.1% | $122 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $13.34万 | 0.00% | 2,922 | -5 | -0.2% | -$228 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $13.41万 | 0.00% | 329 | 107 | 48.2% | $4.36万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $13.50万 | 0.00% | 5,812 | 290 | 5.3% | $6,734 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $13.54万 | 0.00% | 691 | -3 | -0.4% | -$588 | 减仓 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $13.57万 | 0.00% | 12,462 | -849 | -6.4% | -$9,246 | 减仓 |
| — | GLOBAL X FDS | $13.58万 | 0.00% | 3,555 | 0 | 0.0% | — | 不变 |
| — | NUVEEN VIRGINIA QLTY MUNCPL | $13.60万 | 0.00% | 12,007 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $13.62万 | 0.00% | 6,564 | -471 | -6.7% | -$9,773 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $13.68万 | 0.00% | 2,246 | -760 | -25.3% | -$4.63万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $13.71万 | 0.00% | 361 | 28 | 8.4% | $1.06万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $13.72万 | 0.00% | 2,111 | 2 | 0.1% | $130 | 加仓 |
| KT | KT CORP | $13.79万 | 0.00% | 6,427 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $13.83万 | 0.00% | 2,633 | -203 | -7.2% | -$1.07万 | 减仓 |
| FFIV | F5 INC | $13.92万 | 0.00% | 481 | -583 | -54.8% | -$16.87万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $13.95万 | 0.00% | 638 | 20 | 3.2% | $4,374 | 加仓 |
| FSK | FS KKR CAP CORP | $14.01万 | 0.00% | 13,764 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHS ETF TR | $14.01万 | 0.00% | 2,925 | -1 | -0.0% | -$48 | 减仓 |
| SAP | SAP SE | $14.02万 | 0.00% | 819 | 79 | 10.7% | $1.35万 | 加仓 |
| RL | RALPH LAUREN CORP | $14.09万 | 0.00% | 410 | -784 | -65.7% | -$26.94万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.15万 | 0.00% | 3,009 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $14.18万 | 0.00% | 2,113 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $14.25万 | 0.00% | 577 | 105 | 22.2% | $2.59万 | 加仓 |
| CG | CARLYLE GROUP INC | $14.30万 | 0.00% | 2,956 | -414 | -12.3% | -$2.00万 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $14.36万 | 0.00% | 5,887 | -5,800 | -49.6% | -$14.15万 | 减仓 |
| NRIM | NORTHRIM BANCORP INC | $14.41万 | 0.00% | 6,300 | 6,300 | — | $14.41万 | 新建仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $14.42万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $14.54万 | 0.00% | 4,891 | 115 | 2.4% | $3,418 | 加仓 |
| — | MAINSTREET BANCSHARES INC | $14.57万 | 0.00% | 6,562 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SER TR | $14.59万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $14.62万 | 0.00% | 5,647 | 614 | 12.2% | $1.59万 | 加仓 |
| USO | UNITED STS OIL FD LP | $14.70万 | 0.01% | 1,155 | 1,155 | — | $14.70万 | 新建仓 |
| ENB | ENBRIDGE INC | $14.75万 | 0.01% | 2,725 | -1,242 | -31.3% | -$6.72万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $14.76万 | 0.01% | 19,500 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $14.90万 | 0.01% | 2,762 | -213 | -7.2% | -$1.15万 | 减仓 |
| SCZ | ISHARES TR | $14.91万 | 0.01% | 1,901 | -13 | -0.7% | -$1,019 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD | $14.91万 | 0.01% | 8,458 | 1,000 | 13.4% | $1.76万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $15.07万 | 0.01% | 525 | -498 | -48.7% | -$14.29万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $15.15万 | 0.01% | 5,438 | 58 | 1.1% | $1,615 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $15.20万 | 0.01% | 1,364 | -75 | -5.2% | -$8,357 | 减仓 |
| NOBL | PROSHARES TR | $15.24万 | 0.01% | 1,437 | -36 | -2.4% | -$3,817 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $15.28万 | 0.01% | 1,525 | -36 | -2.3% | -$3,607 | 减仓 |
| DAN | DANA INC | $15.32万 | 0.01% | 4,554 | 17 | 0.4% | $572 | 加仓 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $15.35万 | 0.01% | 3,022 | -658 | -17.9% | -$3.34万 | 减仓 |
| HAL | HALLIBURTON CO | $15.35万 | 0.01% | 3,938 | 967 | 32.5% | $3.77万 | 加仓 |
| ADSK | AUTODESK INC | $15.56万 | 0.01% | 650 | -434 | -40.0% | -$10.39万 | 减仓 |
| SHM | SPDR SER TR | $15.60万 | 0.01% | 3,261 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $15.61万 | 0.01% | 2,095 | -2 | -0.1% | -$149 | 减仓 |
| RY | ROYAL BK CDA | $15.63万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $15.67万 | 0.01% | 24,908 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $15.71万 | 0.01% | 3,882 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $15.80万 | 0.01% | 1,216 | 89 | 7.9% | $1.16万 | 加仓 |
| VDE | VANGUARD WORLD FD | $15.81万 | 0.01% | 913 | 260 | 39.8% | $4.50万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $15.81万 | 0.01% | 2,162 | -189 | -8.0% | -$1.38万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $15.82万 | 0.01% | 917 | 2 | 0.2% | $345 | 加仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $15.88万 | 0.01% | 6,379 | -332 | -4.9% | -$8,264 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $15.90万 | 0.01% | 3,873 | 3,873 | — | $15.90万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.04万 | 0.01% | 6,231 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.09万 | 0.01% | 6,116 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $16.20万 | 0.01% | 2,287 | 185 | 8.8% | $1.31万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $16.48万 | 0.01% | 1,524 | 45 | 3.0% | $4,866 | 加仓 |
| UDOW | PROSHARES TR | $16.51万 | 0.01% | 3,290 | -12,426 | -79.1% | -$62.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $16.54万 | 0.01% | 814 | -146 | -15.2% | -$2.97万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $16.56万 | 0.01% | 919 | -265 | -22.4% | -$4.78万 | 减仓 |
| PKG | PACKAGING CORP AMER | $16.71万 | 0.01% | 788 | 95 | 13.7% | $2.01万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $16.75万 | 0.01% | 2,435 | 39 | 1.6% | $2,682 | 加仓 |
| TMUS | T MOBILE US INC | $16.84万 | 0.01% | 802 | -731 | -47.7% | -$15.35万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $16.88万 | 0.01% | 3,161 | -439 | -12.2% | -$2.34万 | 减仓 |
| XEXGX | EATON VANCE TAX MANAGED GLOB | $16.88万 | 0.01% | 19,492 | 404 | 2.1% | $3,499 | 加仓 |