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
FCPT FOUR CORNERS PPTY TR INC $1,1120.00%47 00.0% — 不变
SPSC SPS COMM INC $1,1130.00%20 -4-16.7% -$223 减仓
RH RH $1,1190.00%8 8— $1,119 新建仓
VIAV VIAVI SOLUTIONS INC $1,1320.00%34 00.0% — 不变
DLB DOLBY LABORATORIES INC $1,1410.00%19 00.0% — 不变
OGE OGE ENERGY CORP $1,1510.00%24 -210-89.7% -$1.01万 减仓
FNF FIDELITY NATIONAL FINANCIAL $1,1600.00%25 -240-90.6% -$1.11万 减仓
AAP ADVANCE AUTO PARTS INC $1,1610.00%22 -132-85.7% -$6,966 减仓
NWSA NEWS CORP NEW $1,1680.00%47 -376-88.9% -$9,344 减仓
RHI ROBERT HALF INC $1,1680.00%46 1970.4% $482 重新持有
BRO BROWN BROWN INC $1,1740.00%18 -59-76.6% -$3,848 减仓
CDP COPT DEFENSE PROPERTIES $1,1800.00%39 39— $1,180 新建仓
UDR UDR INC $1,1820.00%35 -16-31.4% -$540 减仓
PCTY PAYLOCITY HLDG CORP $1,1880.00%11 -1-8.3% -$108 减仓
— BANK AMERICA CORP $1,1920.00%1 00.0% — 不变
AGQ PROSHARES TR II $1,1950.00%10 -311-96.9% -$3.72万 减仓
SBAC SBA COMMUNICATIONS CORP NEW $1,2050.00%7 -23-76.7% -$3,959 减仓
COO COOPER COS INC $1,2160.00%17 -1-5.6% -$72 减仓
XMTR XOMETRY INC $1,2250.00%30 00.0% — 不变
CSTL CASTLE BIOSCIENCES INC $1,2280.00%50 00.0% — 不变
DVA DAVITA INC $1,2300.00%8 00.0% — 不变
SJNK SPDR SER TR $1,2490.00%50 00.0% — 不变
MLPA GLOBAL X FDS $1,2490.00%23 00.0% — 不变
CLOV CLOVER HEALTH INVESTMENTS CO $1,2500.00%710 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $1,2510.00%25 00.0% — 不变
BSBR BANCO SANTANDER BRASIL S A $1,2510.00%211 00.0% — 不变
— INNOVIZ TECHNOLOGIES LTD $1,2650.00%2,008 10.0% $1 加仓
WHD CACTUS INC $1,2660.00%27 00.0% — 不变
ZION ZIONS BANCORPORATION N A $1,2680.00%22 00.0% — 不变
AVTR AVANTOR INC $1,2700.00%162 -1,261-88.6% -$9,886 减仓
HWC HANCOCK WHITNEY CORPORATION $1,2720.00%20 20— $1,272 新建仓
IBOC INTERNATIONAL BANCSHARES COR $1,2790.00%19 00.0% — 不变
IDA IDACORP INC $1,2870.00%9 00.0% — 不变
FXO FIRST TR EXCHANGE TRADED FD $1,2980.00%23 00.0% — 不变
FLO FLOWERS FOODS INC $1,3200.00%162 -272-62.7% -$2,216 减仓
KNX KNIGHT SWIFT TRANSN HLDGS IN $1,3240.00%23 -46-66.7% -$2,648 减仓
— INVESCO EXCHANGE TRADED FD T $1,3280.00%51 00.0% — 不变
CRMD CORMEDIX INC $1,3580.00%200 00.0% — 不变
FCF FIRST COMWLTH FINL CORP PA $1,3710.00%78 -42-35.0% -$738 减仓
POR PORTLAND GEN ELEC CO $1,3720.00%26 -2-7.1% -$106 减仓
ADAM NEW YORK MTG TR INC $1,3980.00%190 00.0% — 不变
OC OWENS CORNING NEW $1,4070.00%13 13— $1,407 新建仓
IRS IRSA INVERSIONES Y REP S A $1,4100.00%87 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $1,4260.00%30 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $1,4470.00%16 -137-89.5% -$1.24万 减仓
NXST NEXSTAR MEDIA GROUP INC $1,4470.00%8 233.3% $362 加仓
AOS SMITH A O CORP $1,4510.00%22 -12-35.3% -$791 减仓
PBR/A PETROLEO BRASILEIRO SA PETRO $1,4630.00%78 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $1,5030.00%21 00.0% — 不变
NFG NATIONAL FUEL GAS CO $1,5030.00%16 16.7% $94 加仓
VRSK VERISK ANALYTICS INC $1,5180.00%8 -723-98.9% -$13.72万 减仓
BBMC J P MORGAN EXCHANGE TRADED F $1,5180.00%14 440.0% $434 加仓
PHG KONINKLIJKE PHILIPS N V $1,5340.00%56 -2-3.4% -$55 减仓
III INFORMATION SVCS GROUP INC $1,5360.00%400 00.0% — 不变
ETSY ETSY INC $1,5490.00%31 414.8% $200 加仓
WDS WOODSIDE ENERGY GROUP LTD $1,5760.00%66 00.0% — 不变
— OCCIDENTAL PETE CORP $1,5870.00%37 00.0% — 不变
GTY GETTY RLTY CORP NEW $1,5900.00%50 00.0% — 不变
FMC FMC CORP $1,6010.00%93 50116.3% $861 加仓
UGI UGI CORP NEW $1,6020.00%44 -968-95.7% -$3.52万 减仓
BEN FRANKLIN RESOURCES INC $1,6060.00%68 44183.3% $1,039 加仓
EPOL ISHARES TR $1,6380.00%45 00.0% — 不变
ESTC ELASTIC N V $1,6500.00%33 00.0% — 不变
CRESY CRESUD S A C I F Y A $1,6540.00%130 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $1,6690.00%36 00.0% — 不变
— FIDELITY ETHEREUM FD $1,6700.00%80 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $1,6760.00%77 00.0% — 不变
GNMA ISHARES TR $1,6850.00%38 00.0% — 不变
— ISHARES TR $1,6980.00%39 00.0% — 不变
PTC PTC INC $1,7100.00%12 19.1% $142 加仓
RGR STURM RUGER CO INC $1,7240.00%43 00.0% — 不变
FULT FULTON FINL CORP PA $1,7700.00%87 00.0% — 不变
IETC ISHARES U S ETF TR $1,7760.00%20 00.0% — 不变
EWZ ISHARES INC $1,7830.00%46 -13-22.0% -$504 减仓
UHS UNIVERSAL HLTH SVCS INC $1,7900.00%10 -214-95.5% -$3.83万 减仓
HP HELMERICH PAYNE INC $1,8020.00%50 00.0% — 不变
UMBF UMB FINL CORP $1,8050.00%16 00.0% — 不变
PLUG PLUG POWER INC $1,8080.00%800 500166.7% $1,130 加仓
PNR PENTAIR PLC $1,8290.00%21 -22-51.2% -$1,916 减仓
JMOM J P MORGAN EXCHANGE TRADED F $1,8340.00%27 00.0% — 不变
— TIDAL TR II $1,8340.00%166 166— $1,834 新建仓
NBIS NEBIUS GROUP N V $1,8680.00%18 -296-94.3% -$3.07万 减仓
RGEN REPLIGEN CORP $1,8850.00%16 00.0% — 不变
BXMT BLACKSTONE MTG TR INC $1,9150.00%100 -60-37.5% -$1,149 减仓
MGNX MACROGENICS INC $1,9190.00%664 00.0% — 不变
FND FLOOR DECOR HLDGS INC $1,9390.00%38 -5-11.6% -$255 减仓
GEN GEN DIGITAL INC $1,9400.00%103 -66-39.1% -$1,243 减仓
OEC ORION S A $1,9440.00%299 00.0% — 不变
IP INTERNATIONAL PAPER CO $1,9650.00%55 30120.0% $1,072 加仓
EQH EQUITABLE HLDGS INC $2,0040.00%54 00.0% — 不变
IFV FIRST TR EXCHANGE TRADED FD $2,0220.00%80 80— $2,022 新建仓
JEMA J P MORGAN EXCHANGE TRADED F $2,0290.00%39 -3-7.1% -$156 减仓
IA INNOVATIVE SOLUTIONS SUPPO $2,0530.00%100 00.0% — 不变
— JANUS HENDERSON GROUP PLC $2,0550.00%40 00.0% — 不变
— DOMINARI HOLDINGS INC $2,0600.00%634 5910.3% $192 加仓
REM ISHARES TR $2,0620.00%96 00.0% — 不变
CASK MGP INGREDIENTS INC NEW $2,0780.00%113 -21-15.7% -$386 减仓
FLJP FRANKLIN TEMPLETON ETF TR $2,1350.00%59 00.0% — 不变
PDD PDD HOLDINGS INC $2,1460.00%21 00.0% — 不变
BOND PIMCO ETF TR $2,1470.00%23 00.0% — 不变