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
— NUVEEN S P 500 BUY WRITE INC $00.00%0 -41,243-100.0% -$60.63万 清仓
AZN ASTRAZENECA PLC $00.00%0 -3,278-100.0% -$60.27万 清仓
VAL VALARIS LTD $00.00%0 —— — 申报中断
INOD INNODATA INC $00.00%0 -8,526-100.0% -$43.44万 清仓
JPUS J P MORGAN EXCHANGE TRADED F $00.00%0 -3,051-100.0% -$37.81万 清仓
HIPO HIPPO HLDGS INC $00.00%0 -10,779-100.0% -$32.42万 清仓
— FIRST TR EXCH TRADED FD III $00.00%0 -15,006-100.0% -$30.97万 清仓
IBHI ISHARES TR $00.00%0 -12,548-100.0% -$29.65万 清仓
TMDX TRANSMEDICS GROUP INC $00.00%0 —— — 申报中断
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 —— — 申报中断
SRVR PACER FDS TR $00.00%0 -4,034-100.0% -$11.55万 清仓
FPX FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
— BLACKROCK MUN INCOME TR $00.00%0 -10,000-100.0% -$10.03万 清仓
— EXACT SCIENCES CORP $00.00%0 -848-100.0% -$8.62万 清仓
— AMPLIFY ETF TR $00.00%0 -1,003-100.0% -$6.80万 清仓
— DIREXION SHS ETF TR $00.00%0 -3,000-100.0% -$5.18万 清仓
GFF GRIFFON CORP $00.00%0 -700-100.0% -$5.16万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -109-100.0% -$4.86万 清仓
OBDC BLUE OWL CAPITAL CORPORATION $00.00%0 —— — 申报中断
SPNT SIRIUSPOINT LTD $00.00%0 -2,000-100.0% -$4.38万 清仓
— FRANKLIN UNVL TR $00.00%0 -4,940-100.0% -$3.95万 清仓
ESML ISHARES TR $00.00%0 -797-100.0% -$3.67万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -2,100-100.0% -$3.50万 清仓
TIGO MILLICOM INTL CELLULAR S A $00.00%0 -525-100.0% -$2.91万 清仓
COLD AMERICOLD REALTY TRUST INC $00.00%0 -2,200-100.0% -$2.83万 清仓
— BROOKFIELD BUSINESS CORP $00.00%0 -750-100.0% -$2.69万 清仓
FLG FLAGSTAR FINANCIAL INC $00.00%0 -2,100-100.0% -$2.64万 清仓
WLDN WILLDAN GROUP INC $00.00%0 -255-100.0% -$2.64万 清仓
CABO CABLE ONE INC $00.00%0 -220-100.0% -$2.48万 清仓
— COMERICA INC $00.00%0 -277-100.0% -$2.41万 清仓
IYJ ISHARES TR $00.00%0 -160-100.0% -$2.37万 清仓
CRC CALIFORNIA RES CORP $00.00%0 -530-100.0% -$2.37万 清仓
AQN ALGONQUIN PWR UTILS CORP $00.00%0 -3,800-100.0% -$2.34万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -494-100.0% -$2.26万 清仓
SEB SEABOARD CORP DEL $00.00%0 -5-100.0% -$2.22万 清仓
VNT VONTIER CORPORATION $00.00%0 -594-100.0% -$2.21万 清仓
— BANK MONTREAL MEDIUM $00.00%0 -2,312-100.0% -$2.19万 清仓
NE NOBLE CORP PLC $00.00%0 -763-100.0% -$2.15万 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -306-100.0% -$2.11万 清仓
XPCQX PIMCO CALIF MUN INCOME FD $00.00%0 -2,415-100.0% -$2.11万 清仓
— XAI OCTAGN FLT RAT ALT INM $00.00%0 -4,365-100.0% -$2.10万 清仓
UMH UMH PPTYS INC $00.00%0 -1,300-100.0% -$2.07万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -1,367-100.0% -$2.06万 清仓
— PIPER SANDLER COMPANIES $00.00%0 -236-100.0% -$2.01万 清仓
OCSL OAKTREE SPECIALTY LENDING CO $00.00%0 -1,550-100.0% -$1.97万 清仓
LBTYA LIBERTY GLOBAL LTD $00.00%0 -1,714-100.0% -$1.91万 清仓
PBF PBF ENERGY INC $00.00%0 -700-100.0% -$1.90万 清仓
— DIGITALBRIDGE GROUP INC $00.00%0 -1,210-100.0% -$1.86万 清仓
AIOT POWERFLEET INC $00.00%0 —— — 申报中断
— PINNACLE FINL PARTNERS INC $00.00%0 -188-100.0% -$1.79万 清仓
PPLI IAC INC $00.00%0 -446-100.0% -$1.74万 清仓
QDEL QUIDELORTHO CORP $00.00%0 -603-100.0% -$1.72万 清仓
FCNCA FIRST CTZNS BANCSHARES INC N $00.00%0 -8-100.0% -$1.72万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -986-100.0% -$1.70万 清仓
AVAH AVEANNA HEALTHCARE HLDGS INC $00.00%0 -2,000-100.0% -$1.63万 清仓
HIMS HIMS HERS HEALTH INC $00.00%0 -503-100.0% -$1.63万 清仓
CAPE DOUBLELINE ETF TRUST $00.00%0 -500-100.0% -$1.61万 清仓
FER FERROVIAL SE $00.00%0 -239-100.0% -$1.54万 清仓
EVER EVERQUOTE INC $00.00%0 —— — 申报中断
PRGO PERRIGO CO PLC $00.00%0 -1,083-100.0% -$1.51万 清仓
GMAB GENMAB A S $00.00%0 -484-100.0% -$1.49万 清仓
CNNE CANNAE HLDGS INC $00.00%0 -940-100.0% -$1.48万 清仓
UPWK UPWORK INC $00.00%0 -734-100.0% -$1.45万 清仓
FPH FIVE POINT HOLDINGS LLC $00.00%0 -2,600-100.0% -$1.45万 清仓
HG HAMILTON INSURANCE GROUP LTD $00.00%0 -520-100.0% -$1.45万 清仓
PKOH PARK OHIO HLDGS CORP $00.00%0 -690-100.0% -$1.44万 清仓
OSCR OSCAR HEALTH INC $00.00%0 —— — 申报中断
ENVA ENOVA INTL INC $00.00%0 —— — 申报中断
TDS TELEPHONE DATA SYS INC $00.00%0 -343-100.0% -$1.41万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -69-100.0% -$1.37万 清仓
VNO VORNADO RLTY TR $00.00%0 -400-100.0% -$1.33万 清仓
ARCO ARCOS DORADOS HOLDINGS INC $00.00%0 -1,800-100.0% -$1.32万 清仓
— AMCOR PLC $00.00%0 -304-100.0% -$1.27万 清仓
CXM SPRINKLR INC $00.00%0 -1,599-100.0% -$1.24万 清仓
USLM UNITED STS LIME MINERALS I $00.00%0 -100-100.0% -$1.20万 清仓
SPYI NEOS ETF TRUST $00.00%0 -225-100.0% -$1.18万 清仓
RUSHB RUSH ENTERPRISES INC $00.00%0 -210-100.0% -$1.18万 清仓
SUI SUN CMNTYS INC $00.00%0 -95-100.0% -$1.18万 清仓
BSRR SIERRA BANCORP $00.00%0 -360-100.0% -$1.18万 清仓
TARS TARSUS PHARMACEUTICALS INC $00.00%0 -143-100.0% -$1.17万 清仓
PSFE PAYSAFE LIMITED $00.00%0 -1,400-100.0% -$1.13万 清仓
EXK ENDEAVOUR SILVER CORP $00.00%0 -1,200-100.0% -$1.13万 清仓
DT DYNATRACE INC $00.00%0 —— — 申报中断
RPAY REPAY HLDGS CORP $00.00%0 -3,000-100.0% -$1.09万 清仓
INSE INSPIRED ENTMT INC $00.00%0 -1,150-100.0% -$1.08万 清仓
CNEQ THE ALGER ETF TRUST $00.00%0 -312-100.0% -$1.07万 清仓
BRSP BRIGHTSPIRE CAPITAL INC $00.00%0 -1,900-100.0% -$1.06万 清仓
BIO BIO RAD LABS INC $00.00%0 -35-100.0% -$1.06万 清仓
GEF GREIF INC $00.00%0 -150-100.0% -$1.02万 清仓
— BLACKROCK MUNIHOLDINGS QUALI $00.00%0 -1,000-100.0% -$1.00万 清仓
— TIDAL TR II $00.00%0 -2,500-100.0% -$9,625 清仓
BHC BAUSCH HEALTH COS INC $00.00%0 -1,353-100.0% -$9,403 清仓
VSTS VESTIS CORPORATION $00.00%0 -1,400-100.0% -$9,338 清仓
LUCK LUCKY STRIKE ENTERTAINMENT C $00.00%0 -1,100-100.0% -$9,317 清仓
PEBO PEOPLES BANCORP INC $00.00%0 -310-100.0% -$9,309 清仓
PRDO PERDOCEO ED CORP $00.00%0 -315-100.0% -$9,239 清仓
OSUR ORASURE TECHNOLOGIES INC $00.00%0 -3,800-100.0% -$9,196 清仓
VCLT VANGUARD SCOTTSDALE FDS $00.00%0 -120-100.0% -$9,102 清仓
GLRE GREENLIGHT CAPITAL RE LTD $00.00%0 -620-100.0% -$9,040 清仓
EWBC EAST WEST BANCORP INC $00.00%0 —— — 申报中断