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 |
|---|---|---|---|---|---|---|---|---|
| CACI | CACI INTL INC | $23.22万 | 0.01% | 427 | -1 | -0.2% | -$544 | 减仓 |
| IBDT | ISHARES TR | $23.45万 | 0.01% | 9,257 | 8,314 | 881.7% | $21.06万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $23.62万 | 0.01% | 5,666 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $23.78万 | 0.01% | 8,024 | -1 | -0.0% | -$30 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $23.78万 | 0.01% | 4,300 | 400 | 10.3% | $2.21万 | 加仓 |
| IYF | ISHARES TR | $23.93万 | 0.01% | 2,034 | -17,512 | -89.6% | -$206.06万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $23.94万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $23.97万 | 0.01% | 2,437 | -10,574 | -81.3% | -$104.01万 | 减仓 |
| FALN | ISHARES TR | $23.99万 | 0.01% | 8,979 | -5 | -0.1% | -$134 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.14万 | 0.01% | 5,705 | -1 | -0.0% | -$42 | 减仓 |
| — | Leuthold Core ETF | $24.23万 | 0.01% | 6,503 | 132 | 2.1% | $4,919 | 加仓 |
| — | iShares Gold ETF | $24.26万 | 0.01% | 2,752 | 83 | 3.1% | $7,317 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $24.26万 | 0.01% | 4,966 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.34万 | 0.01% | 1,228 | 277 | 29.1% | $5.49万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.01% | 2,582 | 52 | 2.1% | $4,909 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $24.54万 | 0.01% | 212 | -330 | -60.9% | -$38.20万 | 减仓 |
| AJG | GALLAGHER ARTHUR J CO | $24.61万 | 0.01% | 1,136 | 41 | 3.7% | $8,883 | 加仓 |
| TLN | TALEN ENERGY CORP | $24.84万 | 0.01% | 778 | -6 | -0.8% | -$1,915 | 减仓 |
| HEFA | ISHARES TRUST CURRENCY HEDGED MSCI EAFE | $24.90万 | 0.01% | 5,860 | -115 | -1.9% | -$4,887 | 减仓 |
| ETR | ENTERGY CORP NEW | $24.99万 | 0.01% | 2,224 | -5 | -0.2% | -$562 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.04万 | 0.01% | 9,975 | 269 | 2.8% | $6,752 | 加仓 |
| VMC | VULCAN MATLS CO | $25.05万 | 0.01% | 920 | 3 | 0.3% | $817 | 加仓 |
| SNOW | SNOWFLAKE INC | $25.16万 | 0.01% | 1,668 | -791 | -32.2% | -$11.93万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.36万 | 0.01% | 8,061 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $25.42万 | 0.01% | 5,413 | 124 | 2.3% | $5,822 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.46万 | 0.01% | 916 | -5,308 | -85.3% | -$147.53万 | 减仓 |
| AOK | ISHARES TR | $25.50万 | 0.01% | 6,392 | -720 | -10.1% | -$2.87万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.53万 | 0.01% | 5,461 | 106 | 2.0% | $4,955 | 加仓 |
| — | TWO RDS SHARED TR | $25.73万 | 0.01% | 6,528 | -25,711 | -79.8% | -$101.33万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $25.78万 | 0.01% | 7,614 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $25.89万 | 0.01% | 21,000 | 1,000 | 5.0% | $1.23万 | 加仓 |
| — | EA SERIES TRUST | $25.93万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.10万 | 0.01% | 485 | -21 | -4.2% | -$1.13万 | 减仓 |
| IGIB | ISHARES TR | $26.29万 | 0.01% | 4,939 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $26.34万 | 0.01% | 3,491 | 270 | 8.4% | $2.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.67万 | 0.01% | 4,557 | -51 | -1.1% | -$2,985 | 减仓 |
| PSEC | PROSPECT CAP CORP | $26.78万 | 0.01% | 102,608 | 558 | 0.5% | $1,456 | 加仓 |
| CME | CME GROUP INC | $26.97万 | 0.01% | 913 | 96 | 11.8% | $2.84万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.46万 | 0.01% | 903 | -10 | -1.1% | -$3,041 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $27.58万 | 0.01% | 1,598 | 87 | 5.8% | $1.50万 | 加仓 |
| IVLU | ISHARES TR | $27.68万 | 0.01% | 6,975 | -7 | -0.1% | -$278 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $28.00万 | 0.01% | 1,934 | 1,907 | 7,063.0% | $27.61万 | 加仓 |
| DOV | DOVER CORP | $28.16万 | 0.01% | 1,351 | -13 | -1.0% | -$2,710 | 减仓 |
| MLI | MUELLER INDS INC | $28.21万 | 0.01% | 2,546 | -2,428 | -48.8% | -$26.90万 | 减仓 |
| CTVA | CORTEVA INC | $28.29万 | 0.01% | 3,380 | -448 | -11.7% | -$3.75万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $28.29万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $28.36万 | 0.01% | 4,175 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $28.50万 | 0.01% | 4,473 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE TRADED FD | $28.92万 | 0.01% | 1,236 | -640 | -34.1% | -$14.98万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $29.13万 | 0.01% | 13,772 | 1,597 | 13.1% | $3.38万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $29.22万 | 0.01% | 5,074 | 215 | 4.4% | $1.24万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $29.31万 | 0.01% | 10,078 | 6 | 0.1% | $174 | 加仓 |
| MOAT | VANECK ETF TRUST | $29.45万 | 0.01% | 3,046 | -226 | -6.9% | -$2.19万 | 减仓 |
| PTLC | PACER FDS TR | $29.54万 | 0.01% | 5,631 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SER TR | $29.58万 | 0.01% | 1,159 | -161 | -12.2% | -$4.11万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $29.70万 | 0.01% | 5,080 | -30 | -0.6% | -$1,754 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.77万 | 0.01% | 17,398 | 3,099 | 21.7% | $5.30万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $29.78万 | 0.01% | 42,852 | -3,625 | -7.8% | -$2.52万 | 减仓 |
| IBHF | ISHARES TR | $30.40万 | 0.01% | 13,248 | -12,689 | -48.9% | -$29.12万 | 减仓 |
| IYH | ISHARES TR | $30.43万 | 0.01% | 4,937 | 2 | 0.0% | $123 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $30.46万 | 0.01% | 40,500 | -3,000 | -6.9% | -$2.26万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $30.53万 | 0.01% | 8,417 | 805 | 10.6% | $2.92万 | 加仓 |
| — | WISDOMTREE TR | $30.63万 | 0.01% | 2,647 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $30.67万 | 0.01% | 2,390 | -235 | -9.0% | -$3.02万 | 减仓 |
| MGC | VANGUARD WORLD FD | $30.73万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC COM USD0.0001 | $30.76万 | 0.01% | 1,271 | 1,268 | 42,266.7% | $30.69万 | 加仓 |
| F | FORD MTR CO | $30.86万 | 0.01% | 26,744 | 6,611 | 32.8% | $7.63万 | 加仓 |
| HYG | ISHARES TR | $30.92万 | 0.01% | 3,886 | -21 | -0.5% | -$1,671 | 减仓 |
| VBK | VANGUARD INDEX FDS | $30.98万 | 0.01% | 1,025 | -10 | -1.0% | -$3,023 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $30.99万 | 0.01% | 6,303 | -3,152 | -33.3% | -$15.50万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $31.07万 | 0.01% | 7,127 | -1,061 | -13.0% | -$4.62万 | 减仓 |
| NRG | NRG ENERGY INC | $31.07万 | 0.01% | 2,126 | -1,245 | -36.9% | -$18.20万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $31.13万 | 0.01% | 10,137 | 9,547 | 1,618.1% | $29.32万 | 加仓 |
| ES | EVERSOURCE ENERGY | $31.24万 | 0.01% | 4,509 | -2,159 | -32.4% | -$14.96万 | 减仓 |
| XFFCX | FLAHERTY CRUMRINE PFD SECS | $31.26万 | 0.01% | 20,182 | -94 | -0.5% | -$1,456 | 减仓 |
| IHI | ISHARES TR | $31.33万 | 0.01% | 5,872 | -1,131 | -16.2% | -$6.03万 | 减仓 |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON I | $31.55万 | 0.01% | 2,202 | 65 | 3.0% | $9,312 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS LP | $31.64万 | 0.01% | 4,895 | -718 | -12.8% | -$4.64万 | 减仓 |
| BP | BP PLC | $31.69万 | 0.01% | 6,742 | 428 | 6.8% | $2.01万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $31.79万 | 0.01% | 3,118 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $31.82万 | 0.01% | 2,625 | 936 | 55.4% | $11.34万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $31.87万 | 0.01% | 6,900 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $31.98万 | 0.01% | 1,755 | 207 | 13.4% | $3.77万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $32.10万 | 0.01% | 5,440 | -70 | -1.3% | -$4,130 | 减仓 |
| MDT | MEDTRONIC PLC | $32.17万 | 0.01% | 3,713 | -1,191 | -24.3% | -$10.32万 | 减仓 |
| POWL | POWELL INDS INC | $32.38万 | 0.01% | 598 | -80 | -11.8% | -$4.33万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.44万 | 0.01% | 1,997 | 11 | 0.6% | $1,787 | 加仓 |
| IREN | IREN LIMITED | $32.64万 | 0.01% | 9,523 | 868 | 10.0% | $2.98万 | 加仓 |
| VDC | VANGUARD WORLD FD | $32.74万 | 0.01% | 1,458 | 78 | 5.7% | $1.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.79万 | 0.01% | 11,988 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $32.80万 | 0.01% | 1,530 | 1,519 | 13,809.1% | $32.57万 | 加仓 |
| INCY | INCYTE CORP | $32.82万 | 0.01% | 3,487 | 2,361 | 209.7% | $22.22万 | 加仓 |
| — | AB ACTIVE ETFS INC | $32.82万 | 0.01% | 13,192 | 13,192 | — | $32.82万 | 新建仓 |
| O | REALTY INCOME CORP | $32.99万 | 0.01% | 5,392 | -32 | -0.6% | -$1,958 | 减仓 |
| HL | HECLA MNG CO | $32.99万 | 0.01% | 17,709 | 25 | 0.1% | $466 | 加仓 |
| LIN | LINDE PLC | $33.02万 | 0.01% | 666 | -39 | -5.5% | -$1.93万 | 减仓 |
| NDAQ | NASDAQ INC | $33.03万 | 0.01% | 3,891 | 44 | 1.1% | $3,735 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.03万 | 0.01% | 2,633 | -151 | -5.4% | -$1.89万 | 减仓 |
| VLTO | Veralto Corp | $33.16万 | 0.01% | 3,751 | 1,325 | 54.6% | $11.71万 | 加仓 |
| SNPS | SYNOPSYS INC | $33.24万 | 0.01% | 838 | -96 | -10.3% | -$3.81万 | 减仓 |