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 |
|---|---|---|---|---|---|---|---|---|
| QJUN | FIRST TR EXCHNG TRADED FD VI | $33.40万 | 0.01% | 10,690 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $33.61万 | 0.01% | 1,656 | -317 | -16.1% | -$6.43万 | 减仓 |
| IWC | ISHARES TR | $33.67万 | 0.01% | 2,109 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $33.72万 | 0.01% | 3,450 | 0 | 0.0% | — | 不变 |
| MNST | Monster Beverage Corp | $33.79万 | 0.01% | 4,664 | -617 | -11.7% | -$4.47万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $33.99万 | 0.01% | 7,410 | 295 | 4.1% | $1.35万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $34.11万 | 0.01% | 12,817 | 2,174 | 20.4% | $5.78万 | 加仓 |
| CAVA | CAVA GROUP INC | $34.36万 | 0.01% | 4,247 | -78 | -1.8% | -$6,310 | 减仓 |
| SLQD | ISHARES TR | $34.42万 | 0.01% | 6,818 | -325 | -4.5% | -$1.64万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $34.99万 | 0.01% | 18,417 | -1,609 | -8.0% | -$3.06万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $35.39万 | 0.01% | 45,600 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $35.78万 | 0.01% | 5,719 | -1,943 | -25.4% | -$12.15万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $35.83万 | 0.01% | 7,196 | -52 | -0.7% | -$2,589 | 减仓 |
| APD | AIR PRODS CHEMS INC | $35.83万 | 0.01% | 1,233 | 43 | 3.6% | $1.25万 | 加仓 |
| DTCR | GLOBAL X FDS | $36.11万 | 0.01% | 15,073 | 8,103 | 116.3% | $19.41万 | 加仓 |
| LMBS | FIRST TR EXCHANGE TRADED FD | $36.26万 | 0.01% | 7,280 | 1,541 | 26.9% | $7.68万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $36.28万 | 0.01% | 6,171 | 190 | 3.2% | $1.12万 | 加仓 |
| IDV | ISHARES TR | $36.28万 | 0.01% | 8,525 | 8 | 0.1% | $340 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $36.31万 | 0.01% | 13,966 | 515 | 3.8% | $1.34万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $36.44万 | 0.01% | 6,472 | 618 | 10.6% | $3.48万 | 加仓 |
| IJJ | ISHARES TR | $36.49万 | 0.01% | 2,754 | -94 | -3.3% | -$1.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $37.19万 | 0.01% | 12,953 | 409 | 3.3% | $1.17万 | 加仓 |
| OUST | OUSTER INC | $37.34万 | 0.01% | 20,324 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $37.37万 | 0.01% | 2,578 | 638 | 32.9% | $9.25万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $37.60万 | 0.01% | 10,926 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $37.90万 | 0.01% | 2,868 | 447 | 18.5% | $5.91万 | 加仓 |
| TFC | TRUIST FINL CORP | $38.15万 | 0.01% | 8,298 | -7 | -0.1% | -$322 | 减仓 |
| LGOV | FIRST TR EXCHANGE TRADED FD | $38.22万 | 0.01% | 17,719 | 1,624 | 10.1% | $3.50万 | 加仓 |
| AIQ | GLOBAL X FDS | $38.25万 | 0.01% | 8,196 | -623 | -7.1% | -$2.91万 | 减仓 |
| EMXC | ISHARES INC | $38.39万 | 0.01% | 4,881 | -81 | -1.6% | -$6,371 | 减仓 |
| IYE | ISHARES TR | $38.59万 | 0.01% | 5,958 | 26 | 0.4% | $1,684 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $38.75万 | 0.01% | 4,137 | 952 | 29.9% | $8.92万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $38.86万 | 0.01% | 11,793 | 287 | 2.5% | $9,456 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $38.93万 | 0.01% | 8,313 | -362 | -4.2% | -$1.70万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.96万 | 0.01% | 15,741 | 614 | 4.1% | $1.52万 | 加仓 |
| VOX | VANGUARD WORLD FD | $38.96万 | 0.01% | 2,167 | -390 | -15.3% | -$7.01万 | 减仓 |
| — | WISDOMTREE TR | $39.11万 | 0.01% | 7,195 | 7,195 | — | $39.11万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $39.36万 | 0.01% | 13,697 | 786 | 6.1% | $2.26万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $39.47万 | 0.01% | 15,492 | 15,492 | — | $39.47万 | 新建仓 |
| ADC | AGREE RLTY CORP | $39.50万 | 0.01% | 5,240 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $39.87万 | 0.01% | 4,274 | 55 | 1.3% | $5,131 | 加仓 |
| NG | NOVAGOLD RES INC | $40.00万 | 0.01% | 44,540 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $40.47万 | 0.01% | 6,673 | -483 | -6.7% | -$2.93万 | 减仓 |
| WEC | WEC Energy Group | $40.58万 | 0.01% | 3,505 | 3,087 | 738.5% | $35.74万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $40.66万 | 0.01% | 12,095 | -760 | -5.9% | -$2.56万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $41.08万 | 0.01% | 4,100 | 2,424 | 144.6% | $24.29万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $41.10万 | 0.01% | 3,404 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $41.27万 | 0.01% | 1,454 | -26 | -1.8% | -$7,380 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $41.74万 | 0.01% | 6,024 | -65,321 | -91.6% | -$452.66万 | 减仓 |
| YUM | YUM BRANDS INC | $41.90万 | 0.01% | 2,695 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE TRADED FD | $42.61万 | 0.01% | 3,882 | -323 | -7.7% | -$3.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $42.75万 | 0.01% | 12,750 | -514 | -3.9% | -$1.72万 | 减仓 |
| WSM | WILLIAMS-SONOMA INC | $42.91万 | 0.01% | 2,354 | 1,650 | 234.4% | $30.08万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.02万 | 0.01% | 3,438 | -1,602 | -31.8% | -$20.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $43.04万 | 0.01% | 11,201 | 260 | 2.4% | $9,989 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.07万 | 0.01% | 13,912 | -3,146 | -18.4% | -$9.74万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.09万 | 0.01% | 24,276 | 2,618 | 12.1% | $4.65万 | 加仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $43.13万 | 0.01% | 1,535 | 313 | 25.6% | $8.79万 | 加仓 |
| GLDM | WORLD GOLD TR | $44.06万 | 0.02% | 4,753 | -282 | -5.6% | -$2.61万 | 减仓 |
| TXN | TEXAS INSTRS INC | $44.07万 | 0.02% | 2,270 | -37 | -1.6% | -$7,183 | 减仓 |
| RMD | ResMed Inc. | $44.07万 | 0.02% | 1,963 | 590 | 43.0% | $13.25万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $44.47万 | 0.02% | 10,210 | -336 | -3.2% | -$1.46万 | 减仓 |
| DHR | DANAHER CORPORATION | $44.77万 | 0.02% | 2,361 | -21 | -0.9% | -$3,982 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.79万 | 0.02% | 3,421 | 399 | 13.2% | $5.22万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $44.82万 | 0.02% | 33,200 | -5,250 | -13.7% | -$7.09万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $44.94万 | 0.02% | 411 | -278 | -40.3% | -$30.40万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $45.18万 | 0.02% | 7,208 | 31 | 0.4% | $1,943 | 加仓 |
| KR | Kroger Co | $45.25万 | 0.02% | 6,254 | -20,194 | -76.4% | -$146.12万 | 减仓 |
| MMM | 3M CO | $45.45万 | 0.02% | 3,129 | -209 | -6.3% | -$3.04万 | 减仓 |
| EXEL | EXELIXIS INC | $45.60万 | 0.02% | 10,633 | 990 | 10.3% | $4.25万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $45.90万 | 0.02% | 9,657 | 158 | 1.7% | $7,510 | 加仓 |
| IYM | ISHARES TR | $46.16万 | 0.02% | 2,624 | 54 | 2.1% | $9,499 | 加仓 |
| BUG | GLOBAL X FDS | $46.17万 | 0.02% | 18,387 | -2,196 | -10.7% | -$5.51万 | 减仓 |
| RGLD | ROYAL GOLD INC | $46.53万 | 0.02% | 1,828 | -495 | -21.3% | -$12.60万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD | $46.60万 | 0.02% | 9,563 | -1,655 | -14.8% | -$8.06万 | 减仓 |
| ICSH | ISHARES TR | $46.64万 | 0.02% | 9,213 | 28 | 0.3% | $1,417 | 加仓 |
| BOTZ | GLOBAL X FDS | $46.68万 | 0.02% | 14,053 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SER TR | $46.70万 | 0.02% | 5,103 | 4 | 0.1% | $366 | 加仓 |
| XEL | XCEL ENERGY INC | $46.71万 | 0.02% | 5,879 | 242 | 4.3% | $1.92万 | 加仓 |
| IQLT | ISHARES TR | $46.95万 | 0.02% | 10,155 | -332 | -3.2% | -$1.53万 | 减仓 |
| ILF | ISHARES TR | $47.09万 | 0.02% | 13,258 | 151 | 1.2% | $5,363 | 加仓 |
| — | KRANESHARES TRUST | $47.71万 | 0.02% | 27,950 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE TRADED FD | $47.74万 | 0.02% | 25,204 | 934 | 3.8% | $1.77万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $47.77万 | 0.02% | 7,391 | -1,285 | -14.8% | -$8.30万 | 减仓 |
| UBS | UBS GROUP AG | $47.94万 | 0.02% | 12,270 | -7 | -0.1% | -$273 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $48.29万 | 0.02% | 17,700 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $48.33万 | 0.02% | 11,130 | -1 | -0.0% | -$43 | 减仓 |
| PECO | PHILLIPS EDISON CO INC | $48.34万 | 0.02% | 12,917 | -2,727 | -17.4% | -$10.20万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $48.35万 | 0.02% | 42,047 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $48.59万 | 0.02% | 2,878 | 128 | 4.7% | $2.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $49.16万 | 0.02% | 6,098 | 6,098 | — | $49.16万 | 新建仓 |
| XHB | SPDR SER TR | $49.39万 | 0.02% | 5,003 | -642 | -11.4% | -$6.34万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $49.53万 | 0.02% | 4,540 | -295 | -6.1% | -$3.22万 | 减仓 |
| SUB | ISHARES TR | $50.04万 | 0.02% | 4,699 | -828 | -15.0% | -$8.82万 | 减仓 |
| IWN | ISHARES TR | $50.06万 | 0.02% | 2,641 | 168 | 6.8% | $3.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.09万 | 0.02% | 17,400 | -3 | -0.0% | -$86 | 减仓 |
| PH | Parker Hannifin | $50.41万 | 0.02% | 563 | -851 | -60.2% | -$76.20万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $50.50万 | 0.02% | 60,259 | 98 | 0.2% | $821 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $50.50万 | 0.02% | 16,838 | -2,846 | -14.5% | -$8.54万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $50.54万 | 0.02% | 742 | 56 | 8.2% | $3.81万 | 加仓 |