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
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $9,3880.00%352 00.0% — 不变
GDDY GODADDY INC $9,5070.00%115 109.5% $827 加仓
SG SWEETGREEN INC $9,5130.00%1,833 00.0% — 不变
HQH ABRDN HEALTHCARE INVESTORS $9,5180.00%535 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $9,5230.00%149 149— $9,523 新建仓
FLRN SPDR SER TR $9,5730.00%311 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $9,6270.00%157 -286-64.6% -$1.75万 减仓
AR ANTERO RESOURCES CORP $9,6340.00%227 192548.6% $8,149 重新持有
CNX CNX RES CORP $9,6380.00%250 00.0% — 不变
— DIREXION SHS ETF TR $9,6420.00%969 50.5% $50 加仓
— DIREXION SHS ETF TR $9,6570.00%173 21.2% $112 加仓
IYC ISHARES TR $9,6920.00%100 00.0% — 不变
TMC TMC THE METALS COMPANY INC $9,7420.00%2,086 83666.9% $3,904 加仓
NATL NCR ATLEOS CORPORATION $9,7620.00%224 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $9,8090.00%597 -225-27.4% -$3,697 减仓
— ISHARES TR $9,8370.00%189 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $9,8390.00%274 00.0% — 不变
FTLS FIRST TR EXCH TRADED FD III $9,8500.00%140 140— $9,850 新建仓
COLL COLLEGIUM PHARMACEUTICAL INC $9,9210.00%300 -300-50.0% -$9,921 减仓
BTO HANCOCK JOHN FINL OPPTYS FD $9,9360.00%277 00.0% — 不变
IWMI NEOS ETF TRUST $9,9460.00%210 84.0% $379 加仓
AUPH AURINIA PHARMACEUTICALS INC $9,9590.00%672 -217-24.4% -$3,216 减仓
SOBO SOUTH BOW CORP $9,9630.00%299 -141-32.0% -$4,698 减仓
HRB BLOCK H R INC $9,9660.00%314 -522-62.4% -$1.66万 减仓
FHN FIRST HORIZON CORPORATION $9,9690.00%438 -875-66.6% -$1.99万 减仓
FDS FACTSET RESH SYS INC $9,9840.00%46 821.1% $1,736 加仓
FBT FIRST TR EXCHANGE TRADED FD $1.00万0.00%50 50— $1.00万 新建仓
CALM CAL MAINE FOODS INC $1.01万0.00%127 -73-36.5% -$5,794 减仓
— ETF SER SOLUTIONS $1.01万0.00%189 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $1.02万0.00%95 11.1% $107 加仓
PNW PINNACLE WEST CAP CORP $1.03万0.00%102 -3-2.9% -$302 减仓
MHK MOHAWK INDS INC $1.03万0.00%105 -8-7.1% -$788 减仓
SE SEA LTD $1.04万0.00%125 -1-0.8% -$83 减仓
PI IMPINJ INC $1.04万0.00%101 -99-49.5% -$1.02万 减仓
GXO GXO LOGISTICS INCORPORATED $1.05万0.00%202 00.0% — 不变
CCK CROWN HLDGS INC $1.05万0.00%105 -343-76.6% -$3.44万 减仓
IIPR INNOVATIVE INDL PPTYS INC $1.05万0.00%210 00.0% — 不变
EMLP FIRST TR EXCHANGE TRADED FD $1.05万0.00%241 -87-26.5% -$3,804 重新持有
DEO DIAGEO PLC $1.06万0.00%142 -180-55.9% -$1.34万 减仓
PTLO PORTILLOS INC $1.06万0.00%2,000 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1.07万0.00%200 -104-34.2% -$5,568 减仓
— RBB FD INC $1.07万0.00%250 -600-70.6% -$2.57万 减仓
CPAY CORPAY INC $1.08万0.00%37 -48-56.5% -$1.40万 减仓
PODD INSULET CORP $1.09万0.00%52 -301-85.3% -$6.32万 减仓
— WESTERN ASSET HIGH INCOME OP $1.10万0.00%3,021 73131.9% $2,653 加仓
RWK INVESCO EXCH TRADED FD TR II $1.10万0.00%86 00.0% — 不变
IHF ISHARES TR $1.10万0.00%262 -1-0.4% -$42 减仓
XGDVX GABELLI DIVID INCOME TR $1.10万0.00%408 00.0% — 不变
CUBE CUBESMART $1.10万0.00%300 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1.11万0.00%53 -4-7.0% -$836 减仓
GWRE GUIDEWIRE SOFTWARE INC $1.11万0.00%74 -1-1.3% -$150 减仓
ROAD CONSTRUCTION PARTNERS INC $1.11万0.00%100 00.0% — 不变
GMED GLOBUS MED INC $1.11万0.00%129 -430-76.9% -$3.71万 减仓
MCO MOODYS CORP $1.11万0.00%26 -197-88.3% -$8.43万 减仓
BIDU BAIDU INC $1.11万0.00%100 -4,333-97.7% -$48.28万 减仓
VGLT VANGUARD SCOTTSDALE FDS $1.12万0.00%202 -199-49.6% -$1.10万 减仓
— ISHARES TR $1.13万0.00%243 243— $1.13万 新建仓
NTST NETSTREIT CORP $1.13万0.00%600 00.0% — 不变
MPT MEDICAL PPTYS TRUST INC $1.13万0.00%2,441 38318.6% $1,773 加仓
QEFA SPDR INDEX SHS FDS $1.14万0.00%122 00.0% — 不变
LGH NORTHERN LTS FD TR III $1.14万0.00%200 00.0% — 不变
DFEM DIMENSIONAL ETF TRUST $1.15万0.00%333 333— $1.15万 新建仓
LVS LAS VEGAS SANDS CORP $1.16万0.00%215 -11-4.9% -$593 减仓
SPHB INVESCO EXCH TRADED FD TR II $1.16万0.00%100 100— $1.16万 新建仓
FJP FIRST TR EXCH TRD ALPHDX FD $1.16万0.00%160 160— $1.16万 新建仓
FLCA FRANKLIN TEMPLETON ETF TR $1.18万0.00%241 00.0% — 不变
FSV FIRSTSERVICE CORP NEW $1.18万0.00%85 00.0% — 不变
ARTY ISHARES TR $1.18万0.00%254 41.6% $186 加仓
WH WYNDHAM HOTELS RESORTS INC $1.20万0.00%148 00.0% — 不变
BRBR BELLRING BRANDS INC $1.22万0.00%760 101.3% $161 加仓
VICI VICI PPTYS INC $1.23万0.00%450 -5,551-92.5% -$15.17万 减仓
EWY ISHARES INC $1.23万0.00%100 100— $1.23万 新建仓
EL LAUDER ESTEE COS INC $1.24万0.00%172 -9-5.0% -$646 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $1.25万0.00%229 229— $1.25万 新建仓
— INVESCO QUALITY MUN INCOME T $1.25万0.00%1,302 00.0% — 不变
GSID GOLDMAN SACHS ETF TR $1.26万0.00%180 180— $1.26万 新建仓
WRB BERKLEY W R CORP $1.27万0.00%191 -4-2.1% -$265 减仓
— NEXTNAV INC $1.27万0.00%2,000 00.0% — 不变
XSW SPDR SER TR $1.27万0.00%89 00.0% — 不变
EUSB ISHARES TR $1.27万0.00%293 00.0% — 不变
FXR FIRST TR EXCHANGE TRADED FD $1.28万0.00%156 00.0% — 不变
TFSL TFS FINL CORP $1.28万0.00%909 182.0% $253 加仓
DSTL ETF SER SOLUTIONS $1.28万0.00%221 -194-46.7% -$1.12万 减仓
AIR AAR CORP $1.28万0.00%117 10.9% $109 加仓
RGA REINSURANCE GRP OF AMERICA I $1.29万0.00%63 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDG L $1.29万0.00%688 8814.7% $1,645 加仓
EEMV ISHARES INC $1.29万0.00%199 00.0% — 不变
IHE ISHARES TR $1.30万0.00%150 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $1.30万0.00%52 -36-40.9% -$9,023 减仓
BCS BARCLAYS PLC $1.30万0.00%616 616— $1.30万 新建仓
SANM SANMINA CORPORATION $1.31万0.00%101 00.0% — 不变
VIV TELEFONICA BRASIL SA $1.32万0.00%829 00.0% — 不变
CSWC CAPITAL SOUTHWEST CORP $1.33万0.00%600 00.0% — 不变
TGTX TG THERAPEUTICS INC $1.33万0.00%400 00.0% — 不变
— INNOVATOR ETFS TRUST $1.34万0.00%400 00.0% — 不变
TFI SPDR SER TR $1.34万0.00%295 5120.9% $2,312 加仓
IOT SAMSARA INC $1.34万0.00%424 -1,125-72.6% -$3.57万 减仓
KGC KINROSS GOLD CORP $1.35万0.00%441 -600-57.6% -$1.83万 减仓
CHWY CHEWY INC $1.35万0.00%500 -3-0.6% -$81 减仓
GNL GLOBAL NET LEASE INC $1.35万0.00%1,446 00.0% — 不变