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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $1,759.04万 | 0.60% | 248,067 | -1,599 | -0.6% | -$11.34万 | 减仓 |
| IEMG | ISHARES INC | $1,768.84万 | 0.60% | 253,597 | -9,581 | -3.6% | -$66.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,797.16万 | 0.61% | 31,138 | 1,228 | 4.1% | $70.88万 | 加仓 |
| IWF | ISHARES TR | $2,003.13万 | 0.68% | 46,978 | -3,299 | -6.6% | -$140.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,085.70万 | 0.71% | 156,938 | -7,025 | -4.3% | -$93.36万 | 减仓 |
| IUSG | ISHARES TR | $2,148.92万 | 0.73% | 138,542 | -3,141 | -2.2% | -$48.72万 | 减仓 |
| JPM | JPMORGAN CHASE CO | $2,152.27万 | 0.73% | 73,167 | -1,330 | -1.8% | -$39.12万 | 减仓 |
| SSO | PROSHARES TR | $2,178.40万 | 0.74% | 419,892 | 49,539 | 13.4% | $257.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,224.25万 | 0.76% | 113,366 | -1,401 | -1.2% | -$27.49万 | 减仓 |
| IVW | ISHARES TR | $2,372.35万 | 0.81% | 209,739 | 4,281 | 2.1% | $48.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,376.68万 | 0.81% | 39,773 | -1,669 | -4.0% | -$99.73万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,380.06万 | 0.81% | 482,086 | -60,028 | -11.1% | -$296.36万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $2,398.47万 | 0.82% | 472,605 | 104,492 | 28.4% | $530.30万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,410.28万 | 0.82% | 714,369 | 48,976 | 7.4% | $165.24万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,499.77万 | 0.85% | 547,955 | 32,679 | 6.3% | $149.08万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,500.14万 | 0.85% | 531,041 | 113,953 | 27.3% | $536.49万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,519.23万 | 0.86% | 497,773 | -18,229 | -3.5% | -$92.26万 | 减仓 |
| LLY | ELI LILLY CO | $2,536.20万 | 0.87% | 27,574 | -145 | -0.5% | -$13.34万 | 减仓 |
| IVE | ISHARES TR | $2,562.79万 | 0.87% | 121,373 | -3,406 | -2.7% | -$71.92万 | 减仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $2,864.85万 | 0.98% | 316,453 | 4,735 | 1.5% | $42.87万 | 加仓 |
| GOOG | ALPHABET INC | $2,880.33万 | 0.98% | 100,409 | -4,032 | -3.9% | -$115.66万 | 减仓 |
| COST | Costco Wholesale Corp | $2,969.17万 | 1.01% | 29,798 | 1,398 | 4.9% | $139.30万 | 加仓 |
| META | Meta Platforms | $3,035.49万 | 1.04% | 53,056 | -2,036 | -3.7% | -$116.49万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $3,045.08万 | 1.04% | 306,747 | 17,901 | 6.2% | $177.70万 | 加仓 |
| AVGO | Broadcom Inc. | $3,349.17万 | 1.14% | 108,209 | -1,528 | -1.4% | -$47.29万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,500.47万 | 1.19% | 651,008 | 360,246 | 123.9% | $1,937.04万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $3,734.82万 | 1.27% | 57,430 | -1,358 | -2.3% | -$88.31万 | 减仓 |
| IUSB | ISHARES TR | $4,055.65万 | 1.38% | 878,036 | 423,956 | 93.4% | $1,958.25万 | 加仓 |
| MSFT | Microsoft Corp | $4,888.82万 | 1.67% | 132,070 | -5,115 | -3.7% | -$189.34万 | 减仓 |
| VGT | Information Technology ETF (Vanguard) | $5,217.28万 | 1.78% | 74,776 | -9,011 | -10.8% | -$628.72万 | 减仓 |
| GOOGL | Alphabet Inc | $5,244.75万 | 1.79% | 182,388 | -1,582 | -0.9% | -$45.49万 | 减仓 |
| AMZN | Amazon.com | $6,704.16万 | 2.29% | 321,897 | -10,451 | -3.1% | -$217.66万 | 减仓 |
| AAPL | Apple, Inc. | $9,730.01万 | 3.32% | 383,388 | -3,010 | -0.8% | -$76.39万 | 减仓 |
| NVDA | NVIDIA Corporation | $1.07亿 | 3.64% | 611,808 | -12,426 | -2.0% | -$216.71万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $1.54亿 | 5.27% | 236,266 | -5,877 | -2.4% | -$383.89万 | 减仓 |