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
INFY INFOSYS LTD $3,3100.00%245 00.0% — 不变
PK PARK HOTELS RESORTS INC $3,3170.00%315 -1,780-85.0% -$1.87万 减仓
SFL SFL CORPORATION LTD $3,3280.00%308 00.0% — 不变
ZROZ PIMCO ETF TR $3,3290.00%52 00.0% — 不变
USIG ISHARES TR $3,3420.00%65 -10-13.3% -$514 减仓
LIVN LIVANOVA PLC $3,3690.00%53 00.0% — 不变
LOGI LOGITECH INTL S A $3,3710.00%37 12.8% $91 重新持有
XOVR ENTREPRENEURSHARES SERIES TR $3,3780.00%200 00.0% — 不变
PTF INVESCO EXCHANGE TRADED FD T $3,3890.00%39 00.0% — 不变
— LISTED FD TR $3,3930.00%190 84.4% $143 加仓
HSIC HENRY SCHEIN INC $3,4090.00%46 -343-88.2% -$2.54万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $3,4150.00%183 00.0% — 不变
CELC CELCUITY INC $3,4240.00%30 30— $3,424 新建仓
AKAM AKAMAI TECHNOLOGIES INC $3,4460.00%30 00.0% — 不变
RDWR RADWARE LTD $3,5010.00%133 00.0% — 不变
TU TELUS CORPORATION $3,5030.00%273 00.0% — 不变
EFXT ENERFLEX LTD $3,5150.00%168 00.0% — 不变
— VIRGINIA NATL BANKSHARES COR $3,5270.00%92 00.0% — 不变
— EATON VANCE FLTING RATE INC $3,5410.00%330 00.0% — 不变
SJM SMUCKER J M CO $3,5680.00%37 1568.2% $1,446 加仓
JBHT HUNT J B TRANS SVCS INC $3,6020.00%17 00.0% — 不变
GME GAMESTOP CORP NEW $3,6170.00%157 85.4% $184 加仓
UWMC UWM HOLDINGS CORPORATION $3,6200.00%1,000 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $3,6480.00%126 00.0% — 不变
— DIREXION SHS ETF TR $3,6500.00%35 00.0% — 不变
BBWI BATH BODY WORKS INC $3,6590.00%196 2112.0% $392 加仓
BBAG J P MORGAN EXCHANGE TRADED F $3,6930.00%80 1014.3% $462 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $3,7150.00%80 -15-15.8% -$697 减仓
PAM PAMPA ENERGIA S A $3,7170.00%42 00.0% — 不变
BF/B BROWN FORMAN CORP $3,7540.00%142 -417-74.6% -$1.10万 减仓
SPTL SPDR SER TR $3,7870.00%144 76111.8% $1,999 加仓
IMAX IMAX CORP $3,8010.00%100 00.0% — 不变
HXL HEXCEL CORP NEW $3,8040.00%47 47— $3,804 新建仓
XJH ISHARES TR $3,8110.00%84 00.0% — 不变
PDN INVESCO EXCH TRADED FD TR II $3,8170.00%88 00.0% — 不变
IBRX IMMUNITYBIO INC $3,8270.00%499 -345-40.9% -$2,646 减仓
ZM ZOOM COMMUNICATIONS INC $3,8590.00%48 -12-20.0% -$965 减仓
NUV NUVEEN MUN VALUE FD INC $3,8660.00%430 00.0% — 不变
VERX VERTEX INC $3,9240.00%330 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $3,9250.00%164 -3,455-95.5% -$8.27万 减仓
EXE EXPAND ENERGY CORPORATION $3,9530.00%36 -92-71.9% -$1.01万 减仓
IPAC ISHARES TR $3,9790.00%52 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $3,9920.00%34 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $4,0020.00%43 43— $4,002 新建仓
LYG LLOYDS BANKING GROUP PLC $4,0240.00%800 -129-13.9% -$649 减仓
— VANECK ETF TRUST $4,0300.00%118 00.0% — 不变
AMPH AMPHASTAR PHARMACEUTICALS IN $4,0360.00%206 -7-3.3% -$137 减仓
TEM TEMPUS AI INC $4,1240.00%91 -45-33.1% -$2,039 减仓
ZG ZILLOW GROUP INC $4,1390.00%100 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $4,1480.00%193 00.0% — 不变
AGCO AGCO CORP $4,1710.00%36 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $4,1810.00%55 00.0% — 不变
GSM FERROGLOBE PLC $4,1940.00%1,018 -7,316-87.8% -$3.01万 减仓
AI C3 AI INC $4,2100.00%500 -158-24.0% -$1,330 重新持有
AIA ISHARES TR $4,2460.00%40 00.0% — 不变
AROC ARCHROCK INC $4,2600.00%122 122— $4,260 新建仓
FTI TECHNIPFMC PLC $4,2610.00%62 62— $4,261 新建仓
CALF PACER FDS TR $4,2630.00%95 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $4,2670.00%96 00.0% — 不变
TWLO TWILIO INC $4,2780.00%34 -10-22.7% -$1,258 减仓
CPT CAMDEN PPTY TR $4,2970.00%44 1133.3% $1,074 加仓
— NUVEEN N Y MUN VALUE FD $4,3340.00%519 00.0% — 不变
VIRT VIRTU FINL INC $4,3540.00%99 -712-87.8% -$3.13万 减仓
ALLE ALLEGION PLC $4,3590.00%30 -127-80.9% -$1.85万 减仓
DOCU DOCUSIGN INC $4,3620.00%92 1012.2% $474 加仓
MMS MAXIMUS INC $4,4230.00%69 -8-10.4% -$513 减仓
CHKP CHECK POINT SOFTWARE TECH LT $4,4280.00%31 00.0% — 不变
IT GARTNER INC $4,4340.00%28 20250.0% $3,167 加仓
JBGS JBG SMITH PPTYS $4,4540.00%305 -495-61.9% -$7,229 减仓
CRML CRITICAL METALS CORP $4,5260.00%570 570— $4,526 新建仓
— LISTED FD TR $4,5360.00%50 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED $4,5460.00%258 -8-3.0% -$141 减仓
USSG DBX ETF TR $4,5580.00%76 00.0% — 不变
NTRS NORTHERN TR CORP $4,6060.00%33 -14-29.8% -$1,954 减仓
NAT NORDIC AMERICAN TANKERS LIMI $4,6880.00%800 00.0% — 不变
GRAL GRAIL INC $4,7550.00%92 -19-17.1% -$982 减仓
— COHEN STEERS CLOSED END OP $4,7560.00%371 71.9% $90 加仓
— EATON VANCE TAX MNGED BUY WR $4,7590.00%330 00.0% — 不变
ATR APTARGROUP INC $4,7890.00%38 00.0% — 不变
— FIRST TR EXCH TRADED FD III $4,7930.00%125 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $4,7980.00%441 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP $4,8020.00%550 00.0% — 不变
— RUNWAY GROWTH FINANCE CORP $4,8090.00%700 00.0% — 不变
IOO ISHARES TR $4,8390.00%40 00.0% — 不变
SPBO SPDR SER TR $4,8480.00%167 00.0% — 不变
— AMERICAN OUTDOOR BRANDS INC $4,9040.00%525 00.0% — 不变
— EATON VANCE TAX ADVANTAGED G $4,9300.00%185 -115-38.3% -$3,065 减仓
PENN PENN ENTERTAINMENT INC $4,9600.00%330 -8-2.4% -$120 减仓
RRC RANGE RES CORP $4,9700.00%110 110— $4,970 新建仓
TCOM TRIP COM GROUP LTD $4,9790.00%100 00.0% — 不变
IWX ISHARES TR $5,0040.00%54 54— $5,004 新建仓
IFS INTERCORP FINL SVCS INC $5,0200.00%100 00.0% — 不变
— WISDOMTREE TR $5,0590.00%50 50— $5,059 新建仓
JNK SPDR SER TR $5,0680.00%53 -90-62.9% -$8,606 减仓
SMLV SPDR SER TR $5,0720.00%37 00.0% — 不变
ACI ALBERTSONS COS INC $5,0780.00%298 -1,153-79.5% -$1.96万 减仓
BAX BAXTER INTL INC $5,1070.00%304 -805-72.6% -$1.35万 减仓
— ARK ETF TR $5,1090.00%250 00.0% — 不变
NXE NEXGEN ENERGY LTD $5,1160.00%441 -3,178-87.8% -$3.69万 减仓
TYL TYLER TECHNOLOGIES INC $5,1360.00%15 10200.0% $3,424 加仓