13F 机构持仓

Spire Wealth Management

MCLEAN VA · SEC CIK 0001858740

2026Q22026Q1 更早 9 个季度 🔒
$33.11亿2026Q2 申报市值
2,225持仓数
23.3%前十大占比 · 第一大 5.2%
133 / 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 5.2%
NVDA 3.5%
AAPL 3.2%
AMZN 2.3%
VGT 2.1%
GOOGL 1.8%
MSFT 1.5%
SPY 1.3%
IUSB 1.2%
AVGO 1.1%

2026Q2 买入最多 按季末市值估算

JBL 加仓+$800.67万
TWLO 加仓+$601.46万
FTI 加仓+$541.05万
HACK 加仓+$489.57万
BNY 加仓+$459.23万

2026Q2 卖出最多 按季末市值估算

DELL 减仓-$997.02万
NVDA 减仓-$607.41万
META 减仓-$580.64万
AAPL 减仓-$499.88万
LITE 减仓-$481.47万

2026Q2 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
UNM UNUM GROUP $3,4870.00%39 00.0% — 不变
SJM SMUCKER J M CO $3,4880.00%31 -6-16.2% -$675 减仓
AIZ ASSURANT INC $3,4910.00%13 18.3% $269 加仓
FND FLOOR DECOR HLDGS INC $3,5120.00%59 2155.3% $1,250 加仓
SSNC SS C TECHNOLOGIES HLDGS INC $3,5370.00%57 -30-34.5% -$1,862 减仓
URBN URBAN OUTFITTERS INC $3,5430.00%50 00.0% — 不变
UPST UPSTART HLDGS INC $3,5430.00%100 100— $3,543 新建仓
— LISTED FD TR $3,5500.00%190 00.0% — 不变
AXIAY CENTRAIS ELETRICAS BRASILEIR $3,5590.00%337 -132-28.1% -$1,394 减仓
HFRO HIGHLAND OPPORTUNITIES $3,5650.00%500 00.0% — 不变
PHM PULTE GROUP INC $3,5680.00%26 -368-93.4% -$5.05万 减仓
IA INNOVATIVE SOLUTIONS SUPPO $3,6000.00%200 100100.0% $1,800 加仓
LASR NLIGHT INC $3,6200.00%52 52— $3,620 新建仓
— WISDOMTREE TR $3,6210.00%50 00.0% — 不变
CLOV CLOVER HEALTH INVESTMENTS CO $3,7200.00%710 00.0% — 不变
DOCU DOCUSIGN INC $3,7310.00%84 -8-8.7% -$355 减仓
ING ING GROEP N V $3,7340.00%119 00.0% — 不变
STT STATE STR CORP $3,7340.00%22 00.0% — 不变
FLO FLOWERS FOODS INC $3,7600.00%476 314193.8% $2,480 加仓
AMC AMC ENTMT HLDGS INC $3,7640.00%1,981 -250-11.2% -$475 减仓
BBAG J P MORGAN EXCHANGE TRADED F $3,7680.00%82 22.5% $92 加仓
SPTL SPDR SER TR $3,7770.00%144 00.0% — 不变
KNX KNIGHT SWIFT TRANSN HLDGS IN $3,8160.00%49 26113.0% $2,025 加仓
MAS MASCO CORP $3,8240.00%47 36.8% $244 加仓
FRT FEDERAL RLTY INVT TR NEW $3,8270.00%31 26.9% $247 加仓
FDMO FIDELITY COVINGTON TRUST $3,8440.00%39 00.0% — 不变
HSIC HENRY SCHEIN INC $3,8630.00%46 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $3,8930.00%66 1632.0% $944 加仓
EG EVEREST GROUP LTD $3,9300.00%11 337.5% $1,072 加仓
CXT CRANE NXT CO $3,9390.00%77 00.0% — 不变
TCOM TRIP COM GROUP LTD $3,9840.00%100 00.0% — 不变
IMAX IMAX CORP $3,9860.00%100 00.0% — 不变
— DIREXION SHS ETF TR $3,9910.00%186 10.5% $21 加仓
SRTA BLADE AIR MOBILITY INC $4,0230.00%763 00.0% — 不变
TECH BIO TECHNE CORP $4,0270.00%57 -73-56.2% -$5,157 减仓
BBWI BATH BODY WORKS INC $4,0480.00%175 -21-10.7% -$486 减仓
— VIRGINIA NATL BANKSHARES COR $4,0970.00%92 00.0% — 不变
GNRC GENERAC HLDGS INC $4,0990.00%14 00.0% — 不变
RDWR RADWARE LTD $4,1040.00%133 00.0% — 不变
EFXT ENERFLEX LTD $4,1180.00%168 00.0% — 不变
WHR WHIRLPOOL CORP $4,1200.00%105 81337.5% $3,178 重新持有
AMPH AMPHASTAR PHARMACEUTICALS IN $4,1570.00%206 00.0% — 不变
IPAC ISHARES TR $4,2600.00%52 00.0% — 不变
VOD VODAFONE GROUP PLC NEW $4,2720.00%323 -24-6.9% -$317 减仓
TIMB TIM S A $4,2840.00%200 200— $4,284 新建仓
VNQI VANGUARD INTL EQUITY INDEX F $4,3060.00%96 00.0% — 不变
LIVN LIVANOVA PLC $4,3580.00%53 00.0% — 不变
XJH ISHARES TR $4,3810.00%84 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $4,4320.00%800 00.0% — 不变
BANF BANCFIRST CORP $4,4450.00%40 40— $4,445 新建仓
PK PARK HOTELS RESORTS INC $4,4890.00%315 00.0% — 不变
— NUVEEN N Y MUN VALUE FD $4,5360.00%519 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $4,5780.00%193 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $4,6200.00%1,000 -10,000-90.9% -$4.62万 减仓
LYG LLOYDS BANKING GROUP PLC $4,6640.00%800 00.0% — 不变
— LISTED FD TR $4,6820.00%50 00.0% — 不变
CPT CAMDEN PPTY TR $4,6940.00%41 -3-6.8% -$343 减仓
HELO J P MORGAN EXCHANGE TRADED F $4,7310.00%70 -79-53.0% -$5,339 减仓
ATR APTARGROUP INC $4,7580.00%38 00.0% — 不变
CTEV MULTIPLAN CORPORATION $4,7750.00%140 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $4,7800.00%441 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED $4,7910.00%258 00.0% — 不变
DJT TRUMP MEDIA TECHNOLOGY GRO $4,7970.00%620 00.0% — 不变
CALF PACER FDS TR $4,8080.00%95 00.0% — 不变
SPBO SPDR SER TR $4,8500.00%167 00.0% — 不变
KWEB KRANESHARES TRUST $4,8940.00%200 00.0% — 不变
— FIRST TR EXCH TRADED FD III $4,9100.00%125 00.0% — 不变
PPL PPL CORP $4,9810.00%137 -895-86.7% -$3.25万 减仓
— TIDAL TR II $4,9810.00%466 300180.7% $3,207 加仓
AROC ARCHROCK INC $5,0090.00%123 10.8% $41 加仓
— DIREXION SHS ETF TR $5,0400.00%200 00.0% — 不变
COMT ISHARES U S ETF TR $5,0720.00%167 00.0% — 不变
JNK SPDR SER TR $5,1020.00%53 00.0% — 不变
FXN FIRST TR EXCHANGE TRADED FD $5,1810.00%256 00.0% — 不变
PAGS PAGSEGURO DIGITAL LTD $5,1950.00%574 00.0% — 不变
— COHEN STEERS CLOSED END OP $5,2440.00%378 71.9% $97 加仓
— FIRST TR EXCH TRD ALPHDX FD $5,3800.00%100 00.0% — 不变
— GLOBAL X FDS $5,3900.00%186 186— $5,390 新建仓
— DIREXION SHS ETF TR $5,4190.00%176 00.0% — 不变
ISHG ISHARES TR $5,4200.00%73 73— $5,420 新建仓
KD KYNDRYL HLDGS INC $5,4510.00%482 -49-9.2% -$554 减仓
DAR DARLING INGREDIENTS INC $5,4620.00%100 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $5,4620.00%53 00.0% — 不变
IOO ISHARES TR $5,4640.00%40 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $5,4820.00%150 00.0% — 不变
RDW REDWIRE CORPORATION $5,5040.00%450 450— $5,504 新建仓
RIOT RIOT PLATFORMS INC $5,5310.00%202 21.0% $55 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $5,5950.00%124 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $5,6010.00%16 -17-51.5% -$5,951 减仓
EOSE EOS ENERGY ENTERPRISES INC $5,6510.00%961 961— $5,651 新建仓
GAB GABELLI EQUITY TR INC $5,6600.00%1,000 00.0% — 不变
FTS FORTIS INC $5,6660.00%99 00.0% — 不变
IWX ISHARES TR $5,6790.00%54 00.0% — 不变
IFS INTERCORP FINL SVCS INC $5,6960.00%100 00.0% — 不变
XSW SPDR SER TR $5,7000.00%33 -56-62.9% -$9,673 减仓
— EATON VANCE TAX ADVANTAGED G $5,7110.00%185 00.0% — 不变
NTRS NORTHERN TR CORP $5,7370.00%33 00.0% — 不变
IGLB ISHARES TR $5,8050.00%116 -20-14.7% -$1,001 减仓
SMLV SPDR SER TR $5,8220.00%37 00.0% — 不变
CIM CHIMERA INVT CORP $5,8410.00%438 122.8% $160 加仓