13F 机构持仓

Spire Wealth Management

MCLEAN VA · SEC CIK 0001858740

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$33.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
NVDA 3.6%
AAPL 3.3%
AMZN 2.3%
GOOGL 1.8%
VGT 1.8%
MSFT 1.7%
IUSB 1.4%
SPY 1.3%
JBND 1.2%

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
BDEC INNOVATOR ETFS TRUST $50.61万0.02%10,544 00.0% — 不变
QCOM QUALCOMM INC $51.62万0.02%4,009 -10,114-71.6% -$130.23万 减仓
SLB SCHLUMBERGER LTD $51.75万0.02%10,071 100.1% $514 加仓
IWV ISHARES TR $51.98万0.02%1,402 33231.0% $12.31万 加仓
BSX BOSTON SCIENTIFIC CORP $52.16万0.02%8,313 -11,467-58.0% -$71.96万 减仓
IRM IRON MTN INC DEL $52.48万0.02%5,138 -6,335-55.2% -$64.70万 减仓
PAVE GLOBAL X FDS $52.52万0.02%10,336 -23,198-69.2% -$117.87万 减仓
FV FIRST TR EXCHANGE TRADED FD $52.61万0.02%8,705 2332.8% $1.41万 加仓
FTCS FIRST TR EXCHANGE TRADED FD $53.18万0.02%5,733 -2,245-28.1% -$20.83万 减仓
FANG DIAMONDBACK ENERGY INC $53.32万0.02%2,696 59328.2% $11.73万 加仓
VHT VANGUARD WORLD FD $53.67万0.02%1,971 774.1% $2.10万 加仓
VST VISTRA CORP $53.92万0.02%3,587 -11,236-75.8% -$168.90万 减仓
INTU INTUIT $53.96万0.02%1,248 -3,117-71.4% -$134.76万 减仓
TIP ISHARES TR $54.31万0.02%4,921 -67,985-93.3% -$750.33万 减仓
EMR EMERSON ELEC CO $54.64万0.02%4,170 -119-2.8% -$1.56万 减仓
EOG EOG RES INC $54.78万0.02%3,789 -124-3.2% -$1.79万 减仓
IBDS ISHARES TR $55.19万0.02%22,769 21,3651,521.7% $51.79万 加仓
FIIG FIRST TR EXCHANGE TRADED FD $55.64万0.02%26,815 2,97212.5% $6.17万 加仓
KOMP SPDR SER TR $56.07万0.02%9,588 1,64720.7% $9.63万 加仓
SETM SPROTT FDS TR $56.21万0.02%16,993 16,993— $56.21万 新建仓
BSEP INNOVATOR ETFS TRUST $56.40万0.02%11,730 10.0% $48 加仓
MELI MERCADOLIBRE INC $56.80万0.02%329 6424.2% $11.05万 加仓
IBDR ISHARES TR $57.22万0.02%23,606 3,93920.0% $9.55万 加仓
SPHD INVESCO EXCH TRADED FD TR II $57.24万0.02%11,537 1,20911.7% $6.00万 加仓
HYDB ISHARES TR $57.56万0.02%12,373 3,97347.3% $18.48万 加仓
TDW TIDEWATER INC NEW $57.63万0.02%6,898 -3,416-33.1% -$28.54万 减仓
XSSPX NUVEEN S P 500 DYNAMIC OVERW $57.93万0.02%36,051 36,051— $57.93万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $58.01万0.02%7,715 961.3% $7,218 加仓
APRW AIM ETF PRODUCTS TRUST $58.08万0.02%16,417 -20,542-55.6% -$72.68万 减仓
— PGIM ROCK ETF TR $58.15万0.02%19,780 -24,609-55.4% -$72.35万 减仓
EXC EXELON CORP $58.30万0.02%11,894 7456.7% $3.65万 加仓
PHYS SPROTT PHYSICAL GOLD TR $58.45万0.02%16,493 13,106387.0% $46.45万 加仓
ULTA Ulta Beauty Inc $58.60万0.02%1,121 18419.6% $9.62万 加仓
IHAK ISHARES TR $59.24万0.02%13,571 -22,809-62.7% -$99.56万 减仓
AMP AMERIPRISE FINANCIAL INC COM USD0.01 $59.30万0.02%1,334 19817.4% $8.80万 加仓
XBIL RBB FD INC $59.40万0.02%11,873 -162-1.3% -$8,105 减仓
JPC NUVEEN PFD INCOME OPPORTUN $60.30万0.02%79,969 -8,300-9.4% -$6.26万 减仓
SU SUNCOR ENERGY INC NEW $60.34万0.02%9,127 1892.1% $1.25万 加仓
ZTS ZOETIS INC $60.36万0.02%5,106 -211-4.0% -$2.49万 减仓
FITB FIFTH THIRD BANCORP $62.10万0.02%13,366 -892-6.3% -$4.14万 减仓
MDY SPDR S P MIDCAP 400 ETF TR $62.37万0.02%1,011 10.1% $617 加仓
CRH CRH ORD EUR 0.32 (DI) $62.42万0.02%5,938 5,92649,383.3% $62.29万 加仓
SKYY FIRST TR EXCHANGE TRADED FD $62.57万0.02%5,722 -1,214-17.5% -$13.28万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $62.75万0.02%9,170 30.0% $205 加仓
SPYD SPDR SER TR $63.14万0.02%13,871 1,31810.5% $6.00万 加仓
IAGG ISHARES TR $63.23万0.02%12,636 9898.5% $4.95万 加仓
TMFC RBB FD INC $63.31万0.02%9,596 320.3% $2,111 加仓
HIG Hartford Financial Services Group $63.35万0.02%4,684 -11,919-71.8% -$161.19万 减仓
AXON AXON ENTERPRISE INC $63.91万0.02%1,505 -40-2.6% -$1.70万 减仓
— FIDELITY GREENWOOD STREET TR $63.95万0.02%23,570 1,7247.9% $4.68万 加仓
FHLC FIDELITY COVINGTON TRUST $63.97万0.02%9,092 -350-3.7% -$2.46万 减仓
VIST VISTA ENERGY S A B DE C V $64.04万0.02%8,486 1,08114.6% $8.16万 加仓
ACMR ACM RESH INC $64.12万0.02%16,296 -303-1.8% -$1.19万 减仓
MPLX MPLX LP $64.26万0.02%11,260 8508.2% $4.85万 加仓
SRLN SSGA ACTIVE ETF TR $64.29万0.02%16,017 3,13024.3% $12.56万 加仓
TFLR T ROWE PRICE ETF INC $64.37万0.02%12,782 5,38172.7% $27.10万 加仓
FET FORUM ENERGY TECHNOLOGIES IN $64.61万0.02%11,014 11,014— $64.61万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $64.97万0.02%1,322 -155-10.5% -$7.62万 减仓
VIOO VANGUARD ADMIRAL FDS INC $65.26万0.02%5,683 -141-2.4% -$1.62万 减仓
APA APA CORPORATION COM $65.37万0.02%15,402 14,8352,616.4% $62.96万 加仓
RCL ROYAL CARIBBEAN GROUP $65.47万0.02%2,379 23410.9% $6.44万 加仓
EWW ISHARES INC $65.64万0.02%8,725 480.6% $3,611 加仓
TBIL RBB FD INC $66.13万0.02%13,263 -1,863-12.3% -$9.29万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $66.14万0.02%19,586 380.2% $1,283 加仓
— INNOVATOR ETFS TRUST $66.60万0.02%22,684 10.0% $29 加仓
RSG REPUBLIC SVCS INC $66.73万0.02%3,047 -1,820-37.4% -$39.86万 减仓
PAA PLAINS ALL AMERN PIPELINE L $66.78万0.02%29,907 13,45481.8% $30.04万 加仓
UTES ETFIS SER TR I $67.32万0.02%8,425 -2,200-20.7% -$17.58万 减仓
PJAN INNOVATOR ETFS TRUST $67.32万0.02%14,593 00.0% — 不变
UNP UNION PAC CORP $67.97万0.02%2,802 712.6% $1.72万 加仓
FTSL FIRST TR EXCHANGE TRADED FD $68.32万0.02%15,251 -367-2.3% -$1.64万 减仓
— DIMENSIONAL ETF TRUST $68.87万0.02%19,656 2,47914.4% $8.69万 加仓
ESGU ISHARES TR $68.91万0.02%4,873 -345-6.6% -$4.88万 减仓
SPG Simon Property Group $68.91万0.02%3,694 -3,125-45.8% -$58.30万 减仓
DVY ISHARES TR $69.04万0.02%4,560 -6-0.1% -$908 减仓
FTNT Fortinet Inc $69.15万0.02%8,462 3,93887.0% $32.18万 加仓
GILD GILEAD SCIENCES INC $69.53万0.02%4,989 1883.9% $2.62万 加仓
MOD MODINE MFG CO $69.54万0.02%3,209 3,0091,504.5% $65.21万 加仓
NOC NORTHROP GRUMMAN CORP $69.61万0.02%1,020 38861.4% $26.48万 加仓
VNLA JANUS DETROIT STR TR $69.69万0.02%14,264 -51-0.4% -$2,492 减仓
ABT ABBOTT LABS $70.04万0.02%6,822 2814.3% $2.89万 加仓
MDLZ MONDELEZ INTL INC $70.18万0.02%12,176 1161.0% $6,686 加仓
UCO PROSHARES TR II $70.36万0.02%17,902 -900-4.8% -$3.54万 减仓
PAUG INNOVATOR ETFS TRUST $70.65万0.02%16,537 00.0% — 不变
IWS ISHARES TR $70.84万0.02%4,861 350.7% $5,101 加仓
VNQ VANGUARD INDEX FDS $70.88万0.02%7,991 3895.1% $3.45万 加仓
IJS ISHARES TR $71.56万0.02%6,041 -20-0.3% -$2,369 减仓
HDV ISHARES TR $71.92万0.02%5,299 -39-0.7% -$5,293 减仓
— PGIM ROCK ETF TR $72.20万0.02%24,294 -14,156-36.8% -$42.07万 减仓
JULW AIM ETF PRODUCTS TRUST $72.41万0.02%18,659 -10,780-36.6% -$41.84万 减仓
BNOV INNOVATOR ETFS TRUST $72.68万0.02%16,894 -1-0.0% -$43 减仓
MTZ MASTEC INC $72.75万0.02%2,261 -221-8.9% -$7.11万 减仓
— SILA REALTY TRUST INC $74.17万0.03%31,323 26,047493.7% $61.68万 加仓
MAYW AIM ETF PRODUCTS TRUST $74.26万0.03%21,977 -5,100-18.8% -$17.23万 减仓
— PGIM ROCK ETF TR $74.28万0.03%24,546 -5,712-18.9% -$17.28万 减仓
IVOO VANGUARD ADMIRAL FDS INC $74.37万0.03%6,505 -312-4.6% -$3.57万 减仓
TTMI TTM TECHNOLOGIES INC $74.38万0.03%7,635 00.0% — 不变
HACK AMPLIFY ETF TR $75.20万0.03%10,014 -822-7.6% -$6.17万 减仓
PJUN INNOVATOR ETFS TRUST $75.30万0.03%18,002 -1-0.0% -$42 减仓
LHX L3HARRIS TECHNOLOGIES INC $76.03万0.03%2,203 381.8% $1.31万 加仓