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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN CORE EQUITY ALPHA FD | $76.23万 | 0.03% | 51,574 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $76.91万 | 0.03% | 60,086 | 2,200 | 3.8% | $2.82万 | 加仓 |
| IXJ | ISHARES TR | $77.05万 | 0.03% | 8,237 | -4,391 | -34.8% | -$41.07万 | 减仓 |
| IXN | ISHARES TR | $77.21万 | 0.03% | 7,724 | -50 | -0.6% | -$4,998 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $77.54万 | 0.03% | 3,358 | 1,061 | 46.2% | $24.50万 | 加仓 |
| EWJ | ISHARES INC | $77.79万 | 0.03% | 9,213 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $77.88万 | 0.03% | 31,417 | 1,694 | 5.7% | $4.20万 | 加仓 |
| CI | THE CIGNA GROUP | $78.22万 | 0.03% | 2,932 | -33 | -1.1% | -$8,804 | 减仓 |
| IWO | ISHARES TR | $78.47万 | 0.03% | 2,501 | 17 | 0.7% | $5,334 | 加仓 |
| BJUN | Innovator US Equity Buffer ETF - June | $78.75万 | 0.03% | 17,026 | -169 | -1.0% | -$7,816 | 减仓 |
| DLS | WISDOMTREE TR | $78.89万 | 0.03% | 9,680 | -1,342 | -12.2% | -$10.94万 | 减仓 |
| SHEL | SHELL PLC | $79.22万 | 0.03% | 8,518 | -59 | -0.7% | -$5,487 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $79.44万 | 0.03% | 8,518 | -76 | -0.9% | -$7,088 | 减仓 |
| DE | DEERE CO | $79.50万 | 0.03% | 1,411 | -302 | -17.6% | -$17.02万 | 减仓 |
| EQIX | Equinix, Inc. | $80.97万 | 0.03% | 826 | 807 | 4,247.4% | $79.11万 | 加仓 |
| VTR | VENTAS INC | $81.09万 | 0.03% | 9,916 | 8,644 | 679.6% | $70.69万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $81.22万 | 0.03% | 5,600 | 105 | 1.9% | $1.52万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $81.51万 | 0.03% | 9,608 | 879 | 10.1% | $7.46万 | 加仓 |
| PFF | ISHARES TR | $81.54万 | 0.03% | 26,894 | -1,598 | -5.6% | -$4.85万 | 减仓 |
| CBRE | CBRE Group, Inc. | $82.35万 | 0.03% | 6,079 | 1,497 | 32.7% | $20.28万 | 加仓 |
| CRM | SALESFORCE INC | $82.89万 | 0.03% | 4,440 | -418 | -8.6% | -$7.80万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $85.05万 | 0.03% | 1,905 | -50 | -2.6% | -$2.23万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $85.16万 | 0.03% | 33,216 | -299 | -0.9% | -$7,666 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $85.21万 | 0.03% | 22,424 | 3,062 | 15.8% | $11.64万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $85.21万 | 0.03% | 18,069 | 1,942 | 12.0% | $9.16万 | 加仓 |
| DTD | WISDOMTREE TR | $85.60万 | 0.03% | 9,912 | -78 | -0.8% | -$6,736 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $86.34万 | 0.03% | 17,447 | -1,468 | -7.8% | -$7.27万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $86.94万 | 0.03% | 15,915 | -3,963 | -19.9% | -$21.65万 | 减仓 |
| APH | Amphenol Corporation | $87.25万 | 0.03% | 6,905 | -41,852 | -85.8% | -$528.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.28万 | 0.03% | 22,789 | -10,891 | -32.3% | -$41.71万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $87.53万 | 0.03% | 18,238 | -3 | -0.0% | -$144 | 减仓 |
| HTD | HANCOCK JOHN TAX ADVANTAGED | $88.59万 | 0.03% | 35,765 | 3,919 | 12.3% | $9.71万 | 加仓 |
| XAR | SPDR SER TR | $89.94万 | 0.03% | 3,541 | 709 | 25.0% | $18.01万 | 加仓 |
| WM | WASTE MGMT INC DEL | $90.21万 | 0.03% | 3,926 | -22 | -0.6% | -$5,055 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $91.44万 | 0.03% | 11,050 | -152 | -1.4% | -$1.26万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $91.89万 | 0.03% | 21,622 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $92.76万 | 0.03% | 13,020 | 595 | 4.8% | $4.24万 | 加仓 |
| MBB | ISHARES TR | $92.83万 | 0.03% | 9,777 | -488 | -4.8% | -$4.63万 | 减仓 |
| ITOT | ISHARES TR | $93.16万 | 0.03% | 6,541 | 309 | 5.0% | $4.40万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $93.17万 | 0.03% | 3,716 | 1,784 | 92.3% | $44.73万 | 加仓 |
| DY | DYCOM INDS INC | $94.94万 | 0.03% | 2,802 | -14 | -0.5% | -$4,743 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.24万 | 0.03% | 25,865 | -4,711 | -15.4% | -$17.35万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $96.01万 | 0.03% | 24,039 | -401 | -1.6% | -$1.60万 | 减仓 |
| VPU | VANGUARD WORLD FD | $97.34万 | 0.03% | 4,912 | -74 | -1.5% | -$1.47万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $97.36万 | 0.03% | 14,725 | 520 | 3.7% | $3.44万 | 加仓 |
| GWW | GRAINGER W W INC | $97.44万 | 0.03% | 893 | 8 | 0.9% | $8,729 | 加仓 |
| — | HONEYWELL INTL INC | $98.10万 | 0.03% | 4,340 | -175 | -3.9% | -$3.96万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $98.18万 | 0.03% | 16,330 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $98.52万 | 0.03% | 3,297 | -88 | -2.6% | -$2.63万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $99.27万 | 0.03% | 13,510 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $99.82万 | 0.03% | 13,555 | 3,682 | 37.3% | $27.11万 | 加仓 |
| SPYG | SPDR SER TR | $100.08万 | 0.03% | 10,222 | -1,572 | -13.3% | -$15.39万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $100.48万 | 0.03% | 18,841 | 4,374 | 30.2% | $23.33万 | 加仓 |
| KKR | KKR CO INC | $100.62万 | 0.03% | 10,878 | -259 | -2.3% | -$2.40万 | 减仓 |
| ICF | ISHARES TR | $100.93万 | 0.03% | 16,308 | -714 | -4.2% | -$4.42万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $101.07万 | 0.03% | 26,711 | 1,058 | 4.1% | $4.00万 | 加仓 |
| EWC | ISHARES INC | $101.27万 | 0.03% | 18,482 | 48 | 0.3% | $2,630 | 加仓 |
| PEP | PEPSICO INC | $102.71万 | 0.04% | 6,614 | -382 | -5.5% | -$5.93万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $103.19万 | 0.04% | 15,434 | 2 | 0.0% | $134 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $103.51万 | 0.04% | 3,016 | -4,121 | -57.7% | -$141.44万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $104.90万 | 0.04% | 19,882 | -3,398 | -14.6% | -$17.93万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $105.94万 | 0.04% | 6,157 | -39,793 | -86.6% | -$684.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $106.51万 | 0.04% | 31,916 | -21,961 | -40.8% | -$73.28万 | 减仓 |
| T | AT T INC | $107.51万 | 0.04% | 37,086 | 1,216 | 3.4% | $3.53万 | 加仓 |
| KIE | SPDR SER TR | $108.87万 | 0.04% | 19,794 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $109.31万 | 0.04% | 22,100 | 22,100 | — | $109.31万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $109.75万 | 0.04% | 24,543 | 2,244 | 10.1% | $10.03万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $110.89万 | 0.04% | 31,054 | 5,911 | 23.5% | $21.11万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.94万 | 0.04% | 13,459 | 79 | 0.6% | $6,512 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $111.21万 | 0.04% | 8,489 | -118 | -1.4% | -$1.55万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $112.72万 | 0.04% | 21,706 | -1,045 | -4.6% | -$5.43万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $113.71万 | 0.04% | 26,926 | -2,282 | -7.8% | -$9.64万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $113.82万 | 0.04% | 20,865 | -1,676 | -7.4% | -$9.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.45万 | 0.04% | 22,799 | 1,619 | 7.6% | $8.13万 | 加仓 |
| MUB | ISHARES TR | $115.82万 | 0.04% | 10,911 | -133 | -1.2% | -$1.41万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $115.98万 | 0.04% | 3,618 | 201 | 5.9% | $6.44万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $116.70万 | 0.04% | 29,321 | -69 | -0.2% | -$2,746 | 减仓 |
| WFC | WELLS FARGO CO NEW | $117.99万 | 0.04% | 14,821 | -795 | -5.1% | -$6.33万 | 减仓 |
| LQD | ISHARES TR | $118.21万 | 0.04% | 10,846 | -4,387 | -28.8% | -$47.81万 | 减仓 |
| GARP | ISHARES TR | $118.98万 | 0.04% | 18,599 | 6,783 | 57.4% | $43.39万 | 加仓 |
| IGSB | ISHARES TR | $119.83万 | 0.04% | 22,799 | 1,022 | 4.7% | $5.37万 | 加仓 |
| OKE | ONEOK INC NEW | $123.61万 | 0.04% | 13,676 | 1,537 | 12.7% | $13.89万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $124.05万 | 0.04% | 78,120 | -8,038 | -9.3% | -$12.76万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $124.48万 | 0.04% | 31,043 | 17,482 | 128.9% | $70.10万 | 加仓 |
| ERO | ERO COPPER CORP | $125.81万 | 0.04% | 47,174 | -1,178 | -2.4% | -$3.14万 | 减仓 |
| — | PGIM S&P 500 Buffer 20 ETF - June | $126.57万 | 0.04% | 42,375 | -15,630 | -26.9% | -$46.68万 | 减仓 |
| PFE | PFIZER INC | $126.69万 | 0.04% | 45,116 | -1,861 | -4.0% | -$5.23万 | 减仓 |
| JUNW | AllianzIM US Large Cap Buffer 20 ETF - June | $126.73万 | 0.04% | 38,001 | -13,963 | -26.9% | -$46.57万 | 减仓 |
| SPYM | SPDR SER TR | $128.04万 | 0.04% | 16,728 | 4,708 | 39.2% | $36.04万 | 加仓 |
| URI | UNITED RENTALS INC | $128.27万 | 0.04% | 1,761 | -113 | -6.0% | -$8.23万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $128.39万 | 0.04% | 7,038 | -24 | -0.3% | -$4,378 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 | $129.70万 | 0.04% | 5,459 | 106 | 2.0% | $2.52万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $130.45万 | 0.04% | 72,393 | -228 | -0.3% | -$4,109 | 减仓 |
| — | PGIM ROCK ETF TR | $130.82万 | 0.04% | 43,146 | 43,146 | — | $130.82万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $131.06万 | 0.04% | 38,445 | -7,025 | -15.4% | -$23.95万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $131.13万 | 0.04% | 26,773 | -61 | -0.2% | -$2,988 | 减仓 |
| SYM | SYMBOTIC INC | $131.93万 | 0.05% | 24,799 | 1,398 | 6.0% | $7.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $132.44万 | 0.05% | 20,070 | 482 | 2.5% | $3.18万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $132.88万 | 0.05% | 41,511 | -1,833 | -4.2% | -$5.87万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $132.88万 | 0.05% | 28,326 | 2,978 | 11.7% | $13.97万 | 加仓 |