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 |
|---|---|---|---|---|---|---|---|---|
| DGX | QUEST DIAGNOSTICS INC | $16.98万 | 0.01% | 866 | -45 | -4.9% | -$8,821 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $17.17万 | 0.01% | 1,465 | 190 | 14.9% | $2.23万 | 加仓 |
| FTA | FIRST TR LRG CP VL ALPHADEX | $17.21万 | 0.01% | 1,864 | 263 | 16.4% | $2.43万 | 加仓 |
| SUSA | ISHARES TR | $17.24万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $17.28万 | 0.01% | 2,567 | -412 | -13.8% | -$2.77万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $17.29万 | 0.01% | 3,155 | 1 | 0.0% | $55 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $17.33万 | 0.01% | 2,480 | 120 | 5.1% | $8,388 | 加仓 |
| CELH | CELSIUS HLDGS INC | $17.44万 | 0.01% | 4,916 | 2,602 | 112.4% | $9.23万 | 加仓 |
| SMMD | ISHARES TR | $17.56万 | 0.01% | 2,300 | 35 | 1.5% | $2,673 | 加仓 |
| NEAR | ISHARES U S ETF TR | $17.57万 | 0.01% | 3,455 | -451 | -11.5% | -$2.29万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $17.63万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $17.71万 | 0.01% | 4,414 | 4,414 | — | $17.71万 | 新建仓 |
| — | PGIM ROCK ETF TR | $17.75万 | 0.01% | 5,563 | 5,563 | — | $17.75万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $17.81万 | 0.01% | 1,501 | -278 | -15.6% | -$3.30万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $17.83万 | 0.01% | 4,539 | -6 | -0.1% | -$236 | 减仓 |
| DAVE | DAVE INC | $17.97万 | 0.01% | 1,032 | 523 | 102.8% | $9.10万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $17.97万 | 0.01% | 7,821 | -1 | -0.0% | -$23 | 减仓 |
| XIFR | NEXTERA ENERGY PARTNERS LP | $18.05万 | 0.01% | 17,000 | 1,000 | 6.2% | $1.06万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $18.06万 | 0.01% | 4,190 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $18.08万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $18.10万 | 0.01% | 877 | -23,794 | -96.4% | -$490.96万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $18.10万 | 0.01% | 3,822 | -33,331 | -89.7% | -$157.89万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.14万 | 0.01% | 7,639 | -737 | -8.8% | -$1.75万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $18.15万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $18.16万 | 0.01% | 3,987 | 8 | 0.2% | $364 | 加仓 |
| — | ALPS ETF TR | $18.26万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $18.27万 | 0.01% | 3,195 | -279 | -8.0% | -$1.60万 | 减仓 |
| ENTG | ENTEGRIS INC | $18.31万 | 0.01% | 1,562 | 1 | 0.1% | $117 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $18.31万 | 0.01% | 5,679 | 5,679 | — | $18.31万 | 新建仓 |
| IXG | ISHARES TR | $18.33万 | 0.01% | 1,608 | 0 | 0.0% | — | 不变 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $18.40万 | 0.01% | 8,150 | 0 | 0.0% | — | 不变 |
| LABU | DIREXION SHS ETF TR | $18.42万 | 0.01% | 1,109 | -2 | -0.2% | -$332 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $18.43万 | 0.01% | 7,742 | 17 | 0.2% | $405 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $18.44万 | 0.01% | 948 | -23 | -2.4% | -$4,474 | 减仓 |
| CVSA | ADTALEM GLOBAL ED INC | $18.46万 | 0.01% | 1,602 | -500 | -23.8% | -$5.76万 | 减仓 |
| IGF | ISHARES TR | $18.49万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $18.53万 | 0.01% | 1,151 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $18.58万 | 0.01% | 16,472 | 12,472 | 311.8% | $14.07万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $18.59万 | 0.01% | 902 | 109 | 13.7% | $2.25万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $18.61万 | 0.01% | 6,042 | 3,205 | 113.0% | $9.87万 | 加仓 |
| DOW | DOW INC | $18.64万 | 0.01% | 4,476 | -750 | -14.4% | -$3.12万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $18.81万 | 0.01% | 1,910 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $18.84万 | 0.01% | 1,755 | 44 | 2.6% | $4,722 | 加仓 |
| FAST | FASTENAL CO | $18.91万 | 0.01% | 4,075 | 443 | 12.2% | $2.06万 | 加仓 |
| OKLO | OKLO INC | $18.92万 | 0.01% | 3,815 | 56 | 1.5% | $2,777 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $18.92万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $18.96万 | 0.01% | 7,622 | -44 | -0.6% | -$1,095 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $19.08万 | 0.01% | 2,536 | -97 | -3.7% | -$7,299 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $19.11万 | 0.01% | 5,930 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $19.18万 | 0.01% | 2,083 | -5 | -0.2% | -$460 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $19.30万 | 0.01% | 398 | -290 | -42.2% | -$14.06万 | 减仓 |
| — | ISHARES TR | $19.30万 | 0.01% | 7,198 | 2 | 0.0% | $54 | 加仓 |
| WMB | WILLIAMS COS INC | $19.36万 | 0.01% | 2,660 | 431 | 19.3% | $3.14万 | 加仓 |
| DLN | WISDOMTREE TR | $19.37万 | 0.01% | 2,168 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $19.41万 | 0.01% | 2,424 | -56 | -2.3% | -$4,484 | 减仓 |
| MET | METLIFE INC | $19.46万 | 0.01% | 2,752 | -371 | -11.9% | -$2.62万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $19.65万 | 0.01% | 4,373 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $19.69万 | 0.01% | 2,640 | 4 | 0.2% | $298 | 加仓 |
| NVR | NVR INC | $19.77万 | 0.01% | 30 | -22 | -42.3% | -$14.50万 | 减仓 |
| BALL | BALL CORP | $19.81万 | 0.01% | 3,352 | 53 | 1.6% | $3,133 | 加仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $19.86万 | 0.01% | 920 | 47 | 5.4% | $1.01万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $19.91万 | 0.01% | 12,757 | 192 | 1.5% | $2,997 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $20.04万 | 0.01% | 1,582 | -99 | -5.9% | -$1.25万 | 减仓 |
| USB | US BANCORP DEL | $20.09万 | 0.01% | 3,863 | 1,215 | 45.9% | $6.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $20.22万 | 0.01% | 5,204 | 3,989 | 328.3% | $15.50万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $20.33万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $20.42万 | 0.01% | 8,461 | 7,040 | 495.4% | $16.99万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.54万 | 0.01% | 1,859 | 1,800 | 3,050.8% | $19.88万 | 加仓 |
| — | STRATEGY SHS | $20.54万 | 0.01% | 9,403 | 36 | 0.4% | $786 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.94万 | 0.01% | 356 | -937 | -72.5% | -$55.10万 | 减仓 |
| KBE | SPDR SER TR | $20.99万 | 0.01% | 3,525 | 1,406 | 66.4% | $8.37万 | 加仓 |
| USD | PROSHARES TR | $21.08万 | 0.01% | 4,395 | -52 | -1.2% | -$2,494 | 减仓 |
| NKE | NIKE INC | $21.12万 | 0.01% | 3,998 | -1,215 | -23.3% | -$6.42万 | 减仓 |
| NUE | NUCOR CORP | $21.19万 | 0.01% | 1,253 | -1,133 | -47.5% | -$19.16万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $21.25万 | 0.01% | 801 | -306 | -27.6% | -$8.12万 | 减仓 |
| NVO | NOVO NORDISK A S | $21.29万 | 0.01% | 5,792 | 2,498 | 75.8% | $9.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.31万 | 0.01% | 8,027 | -1 | -0.0% | -$27 | 减仓 |
| HYGV | FLEXSHARES TR | $21.32万 | 0.01% | 5,323 | -702 | -11.7% | -$2.81万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $21.41万 | 0.01% | 3,141 | 2 | 0.1% | $136 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $21.42万 | 0.01% | 2,296 | -224 | -8.9% | -$2.09万 | 减仓 |
| NN | NEXTNAV INC | $21.47万 | 0.01% | 13,400 | 400 | 3.1% | $6,408 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $21.48万 | 0.01% | 2,654 | -377 | -12.4% | -$3.05万 | 减仓 |
| XME | SPDR SER TR | $21.49万 | 0.01% | 1,990 | 1,490 | 298.0% | $16.09万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $21.77万 | 0.01% | 10,640 | 249 | 2.4% | $5,095 | 加仓 |
| GL | GLOBE LIFE INC | $21.78万 | 0.01% | 1,565 | 2 | 0.1% | $278 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $21.80万 | 0.01% | 5,345 | 0 | 0.0% | — | 不变 |
| ORN | ORION GROUP HLDGS INC | $21.87万 | 0.01% | 20,066 | 20,066 | — | $21.87万 | 新建仓 |
| UPRO | PROSHARES TR | $21.89万 | 0.01% | 2,257 | 250 | 12.5% | $2.42万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $21.97万 | 0.01% | 4,962 | -30,434 | -86.0% | -$134.76万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $22.23万 | 0.01% | 3,581 | -150 | -4.0% | -$9,311 | 减仓 |
| JOBY | JOBY AVIATION INC | $22.24万 | 0.01% | 26,919 | 5,755 | 27.2% | $4.75万 | 加仓 |
| ITB | ISHARES TR | $22.32万 | 0.01% | 2,465 | -318 | -11.4% | -$2.88万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $22.50万 | 0.01% | 5,224 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $22.60万 | 0.01% | 3,922 | -41 | -1.0% | -$2,362 | 减仓 |
| BROS | DUTCH BROS INC | $22.60万 | 0.01% | 4,462 | -269 | -5.7% | -$1.36万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $22.85万 | 0.01% | 5,390 | -278 | -4.9% | -$1.18万 | 减仓 |
| RWX | SPDR INDEX SHS FDS | $23.00万 | 0.01% | 8,639 | -1,622 | -15.8% | -$4.32万 | 减仓 |
| REGL | PROSHARES TR | $23.03万 | 0.01% | 2,666 | 1,507 | 130.0% | $13.02万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $23.05万 | 0.01% | 2,913 | 100 | 3.6% | $7,913 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $23.22万 | 0.01% | 5,700 | -175 | -3.0% | -$7,130 | 减仓 |