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 |
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | $133.03万 | 0.05% | 5,169 | 1,526 | 41.9% | $39.27万 | 加仓 |
| BLK | BLACKROCK INC | $133.91万 | 0.05% | 1,392 | -121 | -8.0% | -$11.64万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $133.95万 | 0.05% | 3,289 | -38 | -1.1% | -$1.55万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $135.71万 | 0.05% | 28,450 | 13,796 | 94.1% | $65.81万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $139.15万 | 0.05% | 38,419 | 1,959 | 5.4% | $7.10万 | 加仓 |
| MS | MORGAN STANLEY | $139.17万 | 0.05% | 8,456 | -330 | -3.8% | -$5.43万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $140.27万 | 0.05% | 35,296 | -6,305 | -15.2% | -$25.06万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $140.60万 | 0.05% | 34,411 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $140.91万 | 0.05% | 22,793 | 3,230 | 16.5% | $19.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $143.15万 | 0.05% | 5,466 | -295 | -5.1% | -$7.73万 | 减仓 |
| FDX | FedEx Corp | $143.22万 | 0.05% | 4,021 | 3,554 | 761.0% | $126.59万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $143.24万 | 0.05% | 9,210 | 2,901 | 46.0% | $45.12万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $143.43万 | 0.05% | 12,673 | 9,406 | 287.9% | $106.45万 | 加仓 |
| IWP | ISHARES TR | $143.56万 | 0.05% | 11,205 | -3,469 | -23.6% | -$44.44万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $145.75万 | 0.05% | 32,483 | 5 | 0.0% | $224 | 加仓 |
| BKR | Baker Hughes Company | $145.91万 | 0.05% | 23,900 | 17,530 | 275.2% | $107.02万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $147.19万 | 0.05% | 14,014 | 779 | 5.9% | $8.18万 | 加仓 |
| NLR | VANECK ETF TRUST | $147.33万 | 0.05% | 11,062 | 814 | 7.9% | $10.84万 | 加仓 |
| UJUN | Innovator US Equity Ultra Buffer ETF - June | $148.16万 | 0.05% | 39,785 | -12,591 | -24.0% | -$46.89万 | 减仓 |
| AGX | ARGAN INC | $148.25万 | 0.05% | 2,722 | -22 | -0.8% | -$1.20万 | 减仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $148.37万 | 0.05% | 31,549 | -1,639 | -4.9% | -$7.71万 | 减仓 |
| FEGE | RBB FUND TRUST | $148.40万 | 0.05% | 31,575 | 29,640 | 1,531.8% | $139.31万 | 加仓 |
| CTAS | Cintas Corporation | $149.56万 | 0.05% | 8,843 | 2,057 | 30.3% | $34.79万 | 加仓 |
| ET | ENERGY TRANSFER L P | $151.87万 | 0.05% | 78,689 | 16,450 | 26.4% | $31.75万 | 加仓 |
| TLH | ISHARES TR | $153.19万 | 0.05% | 15,210 | 4,282 | 39.2% | $43.13万 | 加仓 |
| GOVT | ISHARES TR | $153.35万 | 0.05% | 66,935 | 15,365 | 29.8% | $35.20万 | 加仓 |
| MTUM | ISHARES TR | $153.94万 | 0.05% | 6,414 | 60 | 0.9% | $1.44万 | 加仓 |
| AEP | American Electric Power Company | $153.98万 | 0.05% | 11,747 | 908 | 8.4% | $11.90万 | 加仓 |
| HWM | Howmet Aerospace | $155.62万 | 0.05% | 6,752 | -512 | -7.0% | -$11.80万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $155.81万 | 0.05% | 25,857 | 51 | 0.2% | $3,073 | 加仓 |
| MSTR | MICROSTRATEGY INC | $156.99万 | 0.05% | 12,579 | 3,417 | 37.3% | $42.64万 | 加仓 |
| GRNY | TIDAL TRUST I FUNDSTRAT GRANNY | $157.88万 | 0.05% | 66,140 | 59,050 | 832.9% | $140.95万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $158.57万 | 0.05% | 16,826 | 2,428 | 16.9% | $22.88万 | 加仓 |
| KO | COCA COLA CO | $158.65万 | 0.05% | 20,861 | -1,528 | -6.8% | -$11.62万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $160.08万 | 0.05% | 66,397 | 5,938 | 9.8% | $14.32万 | 加仓 |
| MINT | PIMCO ETF TR | $160.40万 | 0.05% | 15,949 | 152 | 1.0% | $1.53万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $162.27万 | 0.06% | 59,592 | 44,140 | 285.7% | $120.19万 | 加仓 |
| AMGN | AMGEN INC | $164.81万 | 0.06% | 4,684 | 240 | 5.4% | $8.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $164.99万 | 0.06% | 5,745 | -239 | -4.0% | -$6.86万 | 减仓 |
| NEM | NEWMONT CORP COM ISIN #US6516391066 SEDO | $165.73万 | 0.06% | 15,310 | 2,758 | 22.0% | $29.86万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $166.47万 | 0.06% | 33,301 | 3,041 | 10.0% | $15.20万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $167.48万 | 0.06% | 8,050 | 785 | 10.8% | $16.33万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $167.79万 | 0.06% | 70,827 | -9,607 | -11.9% | -$22.76万 | 减仓 |
| SPGI | S P GLOBAL INC | $167.86万 | 0.06% | 3,946 | -18 | -0.5% | -$7,657 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $168.96万 | 0.06% | 5,586 | -13,875 | -71.3% | -$419.67万 | 减仓 |
| WCMI | FIRST TR EXCHANGE TRADED FD | $169.17万 | 0.06% | 100,874 | 100,874 | — | $169.17万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $169.68万 | 0.06% | 32,326 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $169.82万 | 0.06% | 11,467 | 398 | 3.6% | $5.89万 | 加仓 |
| ORCL | ORACLE CORP | $170.16万 | 0.06% | 11,567 | 140 | 1.2% | $2.06万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $172.78万 | 0.06% | 36,966 | -1,000 | -2.6% | -$4.67万 | 减仓 |
| DSI | ISHARES TR | $173.65万 | 0.06% | 14,329 | -25 | -0.2% | -$3,030 | 减仓 |
| FLNG | FLEX LNG LTD | $174.10万 | 0.06% | 58,598 | 2,211 | 3.9% | $6.57万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $175.13万 | 0.06% | 7,037 | -3,088 | -30.5% | -$76.85万 | 减仓 |
| MDYG | SPDR SER TR | $176.19万 | 0.06% | 18,361 | 1,452 | 8.6% | $13.93万 | 加仓 |
| GDX | VANECK ETF TRUST | $177.10万 | 0.06% | 19,298 | -3,382 | -14.9% | -$31.04万 | 减仓 |
| SO | SOUTHERN CO | $177.16万 | 0.06% | 18,355 | 5,954 | 48.0% | $57.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $177.29万 | 0.06% | 36,898 | -1,232 | -3.2% | -$5.92万 | 减仓 |
| COR | Cencora, Inc. | $178.11万 | 0.06% | 5,670 | -83 | -1.4% | -$2.61万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $178.83万 | 0.06% | 49,981 | 1,258 | 2.6% | $4.50万 | 加仓 |
| COP | CONOCOPHILLIPS | $178.88万 | 0.06% | 13,551 | 2,225 | 19.6% | $29.37万 | 加仓 |
| IEI | ISHARES TR | $179.85万 | 0.06% | 15,165 | -177 | -1.2% | -$2.10万 | 减仓 |
| TFLO | ISHARES TR | $180.52万 | 0.06% | 35,656 | 9,810 | 38.0% | $49.67万 | 加仓 |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA CL | $182.00万 | 0.06% | 36,133 | 5,434 | 17.7% | $27.37万 | 加仓 |
| USMV | ISHARES TR | $186.67万 | 0.06% | 20,128 | -9 | -0.0% | -$835 | 减仓 |
| OEF | ISHARES TR | $187.65万 | 0.06% | 5,900 | -887 | -13.1% | -$28.21万 | 减仓 |
| VEA | VANGUARD TAX MANAGED FDS | $189.00万 | 0.06% | 29,495 | 2,301 | 8.5% | $14.74万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $189.48万 | 0.06% | 168,726 | 20,992 | 14.2% | $23.57万 | 加仓 |
| BKNG | Booking Holdings Inc | $190.03万 | 0.06% | 451 | 37 | 8.9% | $15.59万 | 加仓 |
| BA | BOEING CO | $191.97万 | 0.07% | 9,645 | 635 | 7.0% | $12.64万 | 加仓 |
| MRSH | Marsh & McLennan Companies, Inc. | $193.76万 | 0.07% | 11,171 | 10,340 | 1,244.3% | $179.35万 | 加仓 |
| MCD | MCDONALDS CORP | $195.56万 | 0.07% | 6,292 | -135 | -2.1% | -$4.20万 | 减仓 |
| CLS | CELESTICA INC | $195.63万 | 0.07% | 6,945 | 966 | 16.2% | $27.21万 | 加仓 |
| IGV | ISHARES TR | $196.61万 | 0.07% | 24,561 | 18,771 | 324.2% | $150.26万 | 加仓 |
| HYLS | FIRST TR EXCHANGE TRADED FD | $197.59万 | 0.07% | 48,704 | -1,076 | -2.2% | -$4.37万 | 减仓 |
| BAC | BANK AMERICA CORP | $198.05万 | 0.07% | 40,625 | -3,874 | -8.7% | -$18.89万 | 减仓 |
| DGRO | ISHARES TR | $200.20万 | 0.07% | 28,527 | 1,721 | 6.4% | $12.08万 | 加仓 |
| CL | Colgate-Palmolive Co | $200.89万 | 0.07% | 23,570 | 20,918 | 788.8% | $178.28万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $201.09万 | 0.07% | 19,765 | 718 | 3.8% | $7.30万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $203.17万 | 0.07% | 40,887 | 212 | 0.5% | $1.05万 | 加仓 |
| CEG | Constellation Energy Corporation | $203.31万 | 0.07% | 7,281 | -6,583 | -47.5% | -$183.82万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $204.27万 | 0.07% | 30,457 | 4,641 | 18.0% | $31.13万 | 加仓 |
| SDY | SPDR SER TR | $204.87万 | 0.07% | 14,038 | -54 | -0.4% | -$7,881 | 减仓 |
| DIS | DISNEY WALT CO | $205.41万 | 0.07% | 21,313 | -487 | -2.2% | -$4.69万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $207.82万 | 0.07% | 26,505 | 535 | 2.1% | $4.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $207.95万 | 0.07% | 23,211 | 3,245 | 16.3% | $29.07万 | 加仓 |
| EFG | ISHARES TR | $210.62万 | 0.07% | 18,911 | 2,521 | 15.4% | $28.08万 | 加仓 |
| C | CITIGROUP INC | $211.53万 | 0.07% | 18,652 | 416 | 2.3% | $4.72万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $212.01万 | 0.07% | 12,961 | 11,422 | 742.2% | $186.84万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $212.10万 | 0.07% | 4,579 | 225 | 5.2% | $10.42万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $212.21万 | 0.07% | 12,835 | -100 | -0.8% | -$1.65万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $213.11万 | 0.07% | 5,355 | -3,241 | -37.7% | -$128.98万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $213.28万 | 0.07% | 15,419 | 341 | 2.3% | $4.72万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $214.38万 | 0.07% | 30,753 | 54 | 0.2% | $3,764 | 加仓 |
| RTX | RTX CORPORATION | $217.49万 | 0.07% | 11,275 | 807 | 7.7% | $15.57万 | 加仓 |
| — | PGIM ROCK ETF TR | $217.57万 | 0.07% | 75,257 | -60 | -0.1% | -$1,735 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $219.91万 | 0.08% | 66,079 | -62 | -0.1% | -$2,063 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $222.89万 | 0.08% | 28,118 | 117 | 0.4% | $9,275 | 加仓 |
| INFL | LISTED FD TR | $225.02万 | 0.08% | 43,224 | -1,992 | -4.4% | -$10.37万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $225.45万 | 0.08% | 20,688 | -3,350 | -13.9% | -$36.51万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $225.49万 | 0.08% | 50,535 | 153 | 0.3% | $6,827 | 加仓 |