Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.74亿 | 5.25% | 231,914 | -4,352 | -1.8% | -$325.95万 | 减仓 |
| NVDA | NVIDIA Corporation | $1.16亿 | 3.51% | 581,448 | -30,360 | -5.0% | -$607.41万 | 减仓 |
| AAPL | Apple, Inc. | $1.06亿 | 3.20% | 366,114 | -17,274 | -4.5% | -$499.88万 | 减仓 |
| AMZN | Amazon.com | $7,489.00万 | 2.26% | 314,175 | -7,722 | -2.4% | -$184.07万 | 减仓 |
| VGT | Information Technology ETF (Vanguard) | $6,878.91万 | 2.08% | 575,609 | -22,599 | -3.8% | -$270.07万 | 减仓 |
| GOOGL | Alphabet Inc | $6,113.37万 | 1.85% | 171,035 | -11,353 | -6.2% | -$405.79万 | 减仓 |
| MSFT | Microsoft Corp | $4,897.47万 | 1.48% | 131,257 | -813 | -0.6% | -$30.33万 | 减仓 |
| SPY | SPDR S P 500 ETF TR | $4,410.86万 | 1.33% | 59,066 | 1,636 | 2.8% | $122.17万 | 加仓 |
| IUSB | ISHARES TR | $4,008.05万 | 1.21% | 868,483 | -9,553 | -1.1% | -$44.09万 | 减仓 |
| AVGO | Broadcom Inc. | $3,711.47万 | 1.12% | 98,265 | -9,944 | -9.2% | -$375.58万 | 减仓 |
| GOOG | ALPHABET INC | $3,436.34万 | 1.04% | 97,256 | -3,153 | -3.1% | -$111.40万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,390.56万 | 1.02% | 633,749 | -17,259 | -2.7% | -$92.34万 | 减仓 |
| LLY | Eli Lilly and Company | $3,350.64万 | 1.01% | 27,938 | 364 | 1.3% | $43.66万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $3,096.64万 | 0.94% | 45,087 | 5,314 | 13.4% | $364.97万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3,082.02万 | 0.93% | 319,116 | 2,663 | 0.8% | $25.72万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3,043.83万 | 0.92% | 307,520 | 773 | 0.3% | $7.65万 | 加仓 |
| IVW | ISHARES TR | $2,874.47万 | 0.87% | 209,006 | -733 | -0.3% | -$10.08万 | 减仓 |
| AMAT | Applied Materials | $2,845.93万 | 0.86% | 39,393 | 914 | 2.4% | $66.03万 | 加仓 |
| COST | Costco Wholesale Corp | $2,805.65万 | 0.85% | 29,995 | 197 | 0.7% | $18.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,798.48万 | 0.85% | 146,887 | -10,051 | -6.4% | -$191.49万 | 减仓 |
| KLAC | KLA Corporation | $2,792.03万 | 0.84% | 92,834 | 5,274 | 6.0% | $158.62万 | 加仓 |
| IVE | iShares S&P 500 Value ETF | $2,713.28万 | 0.82% | 119,497 | -1,876 | -1.5% | -$42.60万 | 减仓 |
| IUSG | iShares Core S&P US Growth ETF | $2,602.36万 | 0.79% | 138,357 | -185 | -0.1% | -$3.48万 | 减仓 |
| SSO | PROSHARES TR | $2,573.82万 | 0.78% | 381,985 | -37,907 | -9.0% | -$255.42万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $2,492.77万 | 0.75% | 531,055 | 14 | 0.0% | $657 | 加仓 |
| XLF | Financial Select Sector SPDR | $2,476.84万 | 0.75% | 461,922 | -20,164 | -4.2% | -$108.12万 | 减仓 |
| FBND | Fidelity Total Bond ETF | $2,475.61万 | 0.75% | 544,210 | -3,745 | -0.7% | -$17.04万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $2,441.68万 | 0.74% | 482,831 | -14,942 | -3.0% | -$75.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,412.42万 | 0.73% | 110,697 | -2,669 | -2.4% | -$58.17万 | 减仓 |
| META | Meta Platforms | $2,408.84万 | 0.73% | 42,751 | -10,305 | -19.4% | -$580.64万 | 减仓 |
| HTRB | Hartford Total Return Bond ETF | $2,407.35万 | 0.73% | 713,501 | -868 | -0.1% | -$2.93万 | 减仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $2,396.57万 | 0.72% | 472,603 | -2 | -0.0% | -$101 | 减仓 |
| JPM | JPMorgan Chase & Co. | $2,386.51万 | 0.72% | 72,887 | -280 | -0.4% | -$9.17万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,370.65万 | 0.72% | 32,192 | 1,054 | 3.4% | $77.62万 | 加仓 |
| MU | Micron Technology, Inc. | $2,349.38万 | 0.71% | 20,380 | -2,026 | -9.0% | -$233.55万 | 减仓 |
| CAT | Caterpillar, Inc. | $2,322.86万 | 0.70% | 21,827 | 126 | 0.6% | $13.41万 | 加仓 |
| IWF | ISHARES TR | $2,283.94万 | 0.69% | 183,936 | -3,976 | -2.1% | -$49.37万 | 减仓 |
| PANW | Palo Alto Networks | $2,196.40万 | 0.66% | 64,370 | 7,024 | 12.2% | $239.67万 | 加仓 |
| LRCX | Lam Research Corp | $2,160.36万 | 0.65% | 49,914 | -2,907 | -5.5% | -$125.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,057.96万 | 0.62% | 251,155 | 3,088 | 1.2% | $25.30万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,972.65万 | 0.60% | 238,127 | -15,470 | -6.1% | -$128.15万 | 减仓 |
| XLI | Industrial Select Sector SPDR | $1,842.82万 | 0.56% | 99,489 | -750 | -0.7% | -$13.89万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,816.23万 | 0.55% | 330,164 | 4,216 | 1.3% | $23.19万 | 加仓 |
| INTC | Intel Corporation | $1,761.36万 | 0.53% | 126,386 | -4,065 | -3.1% | -$56.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,746.11万 | 0.53% | 24,272 | -185 | -0.8% | -$13.31万 | 减仓 |
| MA | Mastercard Incorporated | $1,710.57万 | 0.52% | 33,293 | -892 | -2.6% | -$45.83万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $1,619.60万 | 0.49% | 212,797 | -6,874 | -3.1% | -$52.32万 | 减仓 |
| WMT | Walmart, Inc. | $1,598.38万 | 0.48% | 141,149 | 4,538 | 3.3% | $51.39万 | 加仓 |
| XLC | Communication Services Select Sector SPDR | $1,538.39万 | 0.46% | 143,550 | -10,881 | -7.0% | -$116.61万 | 减仓 |
| VCR | Consumer Discretionary ETF (Vanguard) | $1,428.11万 | 0.43% | 36,002 | -1,279 | -3.4% | -$50.73万 | 减仓 |
| AMD | Advanced Micro Devices Inc. | $1,420.10万 | 0.43% | 24,458 | -2,626 | -9.7% | -$152.47万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,382.63万 | 0.42% | 21,080 | 195 | 0.9% | $12.79万 | 加仓 |
| V | Visa Inc | $1,373.61万 | 0.41% | 40,035 | -283 | -0.7% | -$9.71万 | 减仓 |
| FIX | Comfort Systems USA | $1,365.95万 | 0.41% | 6,901 | 451 | 7.0% | $89.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,359.12万 | 0.41% | 28,494 | 1,615 | 6.0% | $77.03万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,317.48万 | 0.40% | 35,551 | -360 | -1.0% | -$13.34万 | 减仓 |
| EFA | ISHARES TR | $1,311.17万 | 0.40% | 126,219 | -2,155 | -1.7% | -$22.39万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,298.89万 | 0.39% | 20,276 | -5,909 | -22.6% | -$378.53万 | 减仓 |
| NFLX | Netflix, Inc. | $1,268.71万 | 0.38% | 177,664 | 8,607 | 5.1% | $61.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,267.62万 | 0.38% | 181,348 | 3,039 | 1.7% | $21.24万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,264.79万 | 0.38% | 79,925 | 11,372 | 16.6% | $179.96万 | 加仓 |
| XLV | Health Care Select Sector SPDR | $1,253.43万 | 0.38% | 79,000 | -2,628 | -3.2% | -$41.70万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $1,248.21万 | 0.38% | 12,339 | -283 | -2.2% | -$28.63万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1,238.98万 | 0.37% | 128,471 | -663 | -0.5% | -$6.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,165.73万 | 0.35% | 141,576 | 3,282 | 2.4% | $27.02万 | 加仓 |
| ANET | Arista Networks | $1,164.38万 | 0.35% | 68,548 | -1,899 | -2.7% | -$32.26万 | 减仓 |
| LITE | Lumentum Holdings | $1,157.74万 | 0.35% | 13,521 | -5,623 | -29.4% | -$481.47万 | 减仓 |
| IYW | ISHARES TR | $1,149.30万 | 0.35% | 45,565 | -457 | -1.0% | -$11.53万 | 减仓 |
| GLD | SPDR GOLD TR | $1,114.48万 | 0.34% | 30,254 | -127 | -0.4% | -$4.68万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1,109.88万 | 0.34% | 11,509 | 1,955 | 20.5% | $188.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,097.10万 | 0.33% | 21,925 | -304 | -1.4% | -$15.21万 | 减仓 |
| MCK | McKesson Corp | $1,060.18万 | 0.32% | 14,027 | 399 | 2.9% | $30.16万 | 加仓 |
| IEF | iShares 7-10 Year Tresury Bond ETF | $1,058.68万 | 0.32% | 111,947 | -9,182 | -7.6% | -$86.83万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,053.32万 | 0.32% | 24,412 | -23,107 | -48.6% | -$997.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,016.93万 | 0.31% | 13,326 | -1,252 | -8.6% | -$95.54万 | 减仓 |
| IAU | ISHARES GOLD TR | $995.87万 | 0.30% | 131,886 | -5,911 | -4.3% | -$44.63万 | 减仓 |
| MRVL | Marvell Technology | $983.14万 | 0.30% | 33,035 | -1,223 | -3.6% | -$36.40万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $981.94万 | 0.30% | 159,768 | 19,111 | 13.6% | $117.46万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $979.79万 | 0.30% | 114,608 | 10,117 | 9.7% | $86.49万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $966.85万 | 0.29% | 125,390 | -3,570 | -2.8% | -$27.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $934.30万 | 0.28% | 108,463 | -533 | -0.5% | -$4.59万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $904.38万 | 0.27% | 60,979 | -2,563 | -4.0% | -$38.01万 | 减仓 |
| GEV | GE Verona Inc. | $881.99万 | 0.27% | 7,508 | 1,164 | 18.3% | $136.74万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $879.65万 | 0.27% | 190,401 | 22,633 | 13.5% | $104.56万 | 加仓 |
| EFV | ISHARES TR | $878.52万 | 0.27% | 114,765 | -5,116 | -4.3% | -$39.16万 | 减仓 |
| TER | TERADYNE INC COM | $871.21万 | 0.26% | 18,063 | -6,798 | -27.3% | -$327.88万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $866.14万 | 0.26% | 13,574 | -1,541 | -10.2% | -$98.33万 | 减仓 |
| SPXL | DIREXION SHS ETF TR | $860.11万 | 0.26% | 31,777 | -4,035 | -11.3% | -$109.22万 | 减仓 |
| SHY | ISHARES TR | $853.65万 | 0.26% | 103,964 | 7,619 | 7.9% | $62.56万 | 加仓 |
| ORLY | O'Reilly Automotive, Inc. | $851.30万 | 0.26% | 92,448 | 28,840 | 45.3% | $265.57万 | 加仓 |
| IWB | ISHARES TR | $844.11万 | 0.25% | 20,613 | -249 | -1.2% | -$10.20万 | 减仓 |
| PULS | PGIM ETF TR | $840.82万 | 0.25% | 169,691 | 59,302 | 53.7% | $293.84万 | 加仓 |
| QUAL | ISHARES TR | $812.36万 | 0.25% | 37,021 | -5,908 | -13.8% | -$129.64万 | 减仓 |
| JBL | JABIL INC COM | $811.77万 | 0.25% | 21,064 | 20,776 | 7,213.9% | $800.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $803.68万 | 0.24% | 68,847 | -10,113 | -12.8% | -$118.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $792.43万 | 0.24% | 33,489 | 2,259 | 7.2% | $53.45万 | 加仓 |
| SECT | Main Sector Rotation ETF | $768.90万 | 0.23% | 106,703 | -24,916 | -18.9% | -$179.54万 | 减仓 |
| GLW | CORNING INC | $760.31万 | 0.23% | 29,766 | 1,149 | 4.0% | $29.35万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $759.08万 | 0.23% | 56,966 | 8,363 | 17.2% | $111.44万 | 加仓 |
| UNH | UnitedHealth Group, Inc. | $746.05万 | 0.23% | 17,949 | 170 | 1.0% | $7.07万 | 加仓 |