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
RGTI RIGETTI COMPUTING INC $7,0760.00%504 10024.8% $1,404 加仓
EWT ISHARES INC $7,0920.00%100 100— $7,092 新建仓
WYNN WYNN RESORTS LTD $7,1090.00%70 57.7% $508 加仓
BST BLACKROCK SCIENCE TECHNOLO $7,1190.00%196 42.1% $145 加仓
MTG MGIC INVT CORP WIS $7,1240.00%271 172173.7% $4,522 加仓
H HYATT HOTELS CORP $7,1900.00%50 00.0% — 不变
OII OCEANEERING INTL INC $7,2000.00%203 -364-64.2% -$1.29万 减仓
WTS WATTS WATER TECHNOLOGIES INC $7,2570.00%25 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC $7,3460.00%233 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $7,3510.00%186 -28-13.1% -$1,107 减仓
JETS ETF SER SOLUTIONS $7,3890.00%300 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $7,3900.00%100 00.0% — 不变
SMFG SUMITOMO MITSUI FINL GROUP I $7,4460.00%377 -38-9.2% -$751 减仓
BBIN J P MORGAN EXCHANGE TRADED F $7,4580.00%102 -268-72.4% -$1.96万 减仓
OGS ONE GAS INC $7,4930.00%87 11.2% $86 加仓
SUSB ISHARES TR $7,4940.00%299 00.0% — 不变
SMDV PROSHARES TR $7,5560.00%110 10.9% $69 加仓
BRKR BRUKER CORP $7,5850.00%210 -1,257-85.7% -$4.54万 减仓
VKQ INVESCO MUNICIPAL TRUST $7,6160.00%800 00.0% — 不变
— BYRNA TECHNOLOGIES INC $7,6780.00%836 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $7,6820.00%187 00.0% — 不变
CPB THE CAMPBELLS COMPANY $7,7280.00%347 -344-49.8% -$7,661 减仓
— DIREXION SHS ETF TR $7,7840.00%176 176— $7,784 新建仓
AOA ISHARES TR $7,7870.00%88 00.0% — 不变
CDE COEUR MNG INC $7,7900.00%415 00.0% — 不变
JPIE J P MORGAN EXCHANGE TRADED F $7,7940.00%169 42.4% $184 加仓
MT ARCELORMITTAL SA LUXEMBOURG $7,7970.00%150 2116.3% $1,092 加仓
CHRW C H ROBINSON WORLDWIDE INC $7,8050.00%47 -9-16.1% -$1,495 减仓
JD JD COM INC $7,8060.00%264 00.0% — 不变
CWEN CLEARWAY ENERGY INC $7,8580.00%200 200— $7,858 新建仓
— AMPLIFY ETF TR $7,8770.00%105 11.0% $75 加仓
VWOB VANGUARD WHITEHALL FDS $7,8830.00%120 -10-7.7% -$657 减仓
— PGIM HIGH YIELD BOND FUND IN $7,8960.00%600 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $7,9000.00%65 23.2% $243 加仓
GNR SPDR INDEX SHS FDS $7,9150.00%106 00.0% — 不变
GOF GUGGENHEIM STRATEGIC OPPORTU $7,9560.00%722 00.0% — 不变
WEN WENDYS CO $7,9790.00%1,148 1,014756.7% $7,048 加仓
GOLD A MARK PRECIOUS METALS INC $8,0160.00%200 00.0% — 不变
GIB CGI INC $8,0520.00%110 00.0% — 不变
— HANCOCK JOHN PREM DIVID FD $8,0830.00%617 00.0% — 不变
— WATERDROP INC $8,1000.00%5,000 5,000— $8,100 新建仓
IYG ISHARES TR $8,1180.00%98 00.0% — 不变
GLPI GAMING LEISURE PPTYS INC $8,1200.00%183 -340-65.0% -$1.51万 减仓
— ANAVEX LIFE SCIENCES CORP $8,1200.00%2,645 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $8,1360.00%800 00.0% — 不变
HTHT H WORLD GROUP LTD $8,1470.00%162 162— $8,147 新建仓
CIEN CIENA CORP $8,1530.00%21 210.5% $776 加仓
EPI WISDOMTREE TR $8,1600.00%200 00.0% — 不变
ORI OLD REP INTL CORP $8,1800.00%205 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $8,2460.00%93 00.0% — 不变
LKQ LKQ CORP $8,2540.00%281 -1,674-85.6% -$4.92万 减仓
Z ZILLOW GROUP INC $8,2760.00%200 -100-33.3% -$4,138 减仓
AQST AQUESTIVE THERAPEUTICS INC $8,3000.00%2,000 2,000— $8,300 新建仓
FIGB FIDELITY MERRIMACK STR TR $8,3070.00%193 1791,278.6% $7,704 加仓
CNC CENTENE CORP DEL $8,3160.00%254 -866-77.3% -$2.84万 减仓
VFMO VANGUARD WELLINGTON FD $8,3160.00%42 12.4% $198 加仓
WF WOORI FINL GROUP INC $8,3250.00%125 125— $8,325 新建仓
FTXO FIRST TR EXCHANGE TRADED FD $8,3260.00%230 189461.0% $6,842 加仓
DOCS DOXIMITY INC $8,3650.00%359 20.6% $47 加仓
LPX LOUISIANA PAC CORP $8,3660.00%115 00.0% — 不变
CGIC CAPITAL GROUP INTERNATIONAL $8,3910.00%253 00.0% — 不变
MOH MOLINA HEALTHCARE INC $8,3980.00%63 -12-16.0% -$1,600 减仓
BE BLOOM ENERGY CORP $8,4000.00%62 1224.0% $1,626 加仓
FXZ FIRST TR EXCHANGE TRADED FD $8,4050.00%110 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $8,4470.00%248 62.5% $204 加仓
STLA STELLANTIS N V $8,5080.00%1,200 1,200— $8,508 新建仓
GRFS GRIFOLS S A $8,5090.00%1,061 00.0% — 不变
HRL HORMEL FOODS CORP $8,5160.00%376 195107.7% $4,417 加仓
KSA ISHARES TR $8,5280.00%215 00.0% — 不变
FAAR FIRST TR EXCHANGE TRAD FD VI $8,5380.00%253 7239.8% $2,430 加仓
— BNY MELLON MUN BD INFRASTRUC $8,5480.00%811 811— $8,548 新建仓
XPEL XPEL INC $8,5860.00%194 00.0% — 不变
SOLV SOLVENTUM CORP $8,6200.00%132 -48-26.7% -$3,135 减仓
JTEK J P MORGAN EXCHANGE TRADED F $8,7490.00%110 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC $8,7700.00%186 00.0% — 不变
NPO ENPRO INC $8,7730.00%35 00.0% — 不变
NBTB NBT BANCORP INC $8,8010.00%207 00.0% — 不变
AMSC AMERICAN SUPERCONDUCTOR CORP $8,8010.00%260 10365.6% $3,487 加仓
ZTO ZTO EXPRESS CAYMAN INC $8,8100.00%350 00.0% — 不变
— GLOBAL X FDS $8,8600.00%205 10.5% $43 加仓
ATO ATMOS ENERGY CORP $8,8690.00%48 -1,468-96.8% -$27.12万 减仓
QAI NEW YORK LIFE INVESTMENTS ET $8,8710.00%260 00.0% — 不变
MIDD MIDDLEBY CORP $8,8830.00%67 00.0% — 不变
— DIREXION SHS ETF TR $8,8980.00%200 -545-73.2% -$2.42万 减仓
CAG CONAGRA BRANDS INC $8,9000.00%566 -1,000-63.9% -$1.57万 减仓
— BLACKROCK HEALTH SCIENCES TR $9,0110.00%234 00.0% — 不变
WCC WESCO INTL INC $9,0290.00%33 -34-50.7% -$9,303 减仓
— ISHARES U S ETF TR $9,0350.00%374 30.8% $72 加仓
SKT TANGER INC $9,0730.00%267 31.1% $102 加仓
CMDY ISHARES U S ETF TR $9,0910.00%153 00.0% — 不变
— CHART INDS INC $9,0970.00%44 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $9,1310.00%145 00.0% — 不变
— GLOBAL X FDS $9,1560.00%300 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $9,2470.00%207 -251-54.8% -$1.12万 减仓
— PROSHARES TR $9,2880.00%111 10.9% $84 加仓
MCHI ISHARES TR $9,2950.00%165 165— $9,295 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $9,3180.00%33 -1-2.9% -$282 减仓
TKR TIMKEN CO $9,3530.00%93 11.1% $101 加仓
HMC HONDA MOTOR LTD $9,3840.00%386 -5-1.3% -$122 减仓
IONS IONIS PHARMACEUTICALS INC $9,3860.00%125 00.0% — 不变