Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $13.50万 | 0.00% | 5,812 | 290 | 5.3% | $6,734 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $13.41万 | 0.00% | 329 | 107 | 48.2% | $4.36万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $13.34万 | 0.00% | 2,922 | -5 | -0.2% | -$228 | 减仓 |
| FEX | FIRST TR LRGE CP CORE ALPHA | $13.33万 | 0.00% | 1,093 | 1 | 0.1% | $122 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $13.22万 | 0.00% | 5,126 | 31 | 0.6% | $799 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $13.07万 | 0.00% | 854 | -197 | -18.7% | -$3.02万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $13.07万 | 0.00% | 5,276 | 48 | 0.9% | $1,189 | 加仓 |
| IQV | IQVIA HLDGS INC | $13.06万 | 0.00% | 766 | -64 | -7.7% | -$1.09万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $13.06万 | 0.00% | 12,583 | 2,542 | 25.3% | $2.64万 | 加仓 |
| SMMV | ISHARES TR | $13.04万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.93万 | 0.00% | 3,150 | -12 | -0.4% | -$493 | 减仓 |
| AON | AON PLC | $12.91万 | 0.00% | 400 | 69 | 20.8% | $2.23万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $12.91万 | 0.00% | 2,642 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $12.90万 | 0.00% | 739 | -188 | -20.3% | -$3.28万 | 减仓 |
| TTD | THE TRADE DESK INC | $12.87万 | 0.00% | 5,674 | -770 | -11.9% | -$1.75万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $12.82万 | 0.00% | 651 | 161 | 32.9% | $3.17万 | 加仓 |
| TQQQ | PROSHARES TR | $12.78万 | 0.00% | 3,065 | -25,592 | -89.3% | -$106.68万 | 减仓 |
| CPRT | COPART INC | $12.68万 | 0.00% | 3,820 | -17 | -0.4% | -$564 | 减仓 |
| DGS | WISDOMTREE TR | $12.65万 | 0.00% | 2,105 | 3 | 0.1% | $180 | 加仓 |
| — | NUVEEN NEW YORK AMT QLT MUNI | $12.59万 | 0.00% | 12,329 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $12.51万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $12.50万 | 0.00% | 506 | -10,399 | -95.4% | -$256.94万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $12.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON CO | $12.41万 | 0.00% | 789 | 54 | 7.3% | $8,494 | 加仓 |
| LH | LABCORP HOLDINGS INC | $12.29万 | 0.00% | 461 | -4 | -0.9% | -$1,066 | 减仓 |
| IBTG | ISHARES TR | $12.16万 | 0.00% | 5,304 | 4,642 | 701.2% | $10.64万 | 重新持有 |
| DAL | DELTA AIR LINES INC DEL | $12.11万 | 0.00% | 1,821 | -3,979 | -68.6% | -$26.45万 | 减仓 |
| SYY | SYSCO CORP | $12.07万 | 0.00% | 1,692 | 114 | 7.2% | $8,132 | 加仓 |
| STLD | STEEL DYNAMICS INC | $12.02万 | 0.00% | 668 | 501 | 300.0% | $9.02万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $11.98万 | 0.00% | 1,399 | 1,325 | 1,790.5% | $11.35万 | 加仓 |
| PL | PLANET LABS PBC | $11.74万 | 0.00% | 4,200 | -500 | -10.6% | -$1.40万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $11.72万 | 0.00% | 2,557 | -124 | -4.6% | -$5,682 | 减仓 |
| — | TIDAL ETF TR | $11.64万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $11.60万 | 0.00% | 3,415 | 3,121 | 1,061.6% | $10.60万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $11.58万 | 0.00% | 9,036 | 4,971 | 122.3% | $6.37万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $11.54万 | 0.00% | 2,552 | -497 | -16.3% | -$2.25万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $11.54万 | 0.00% | 7,372 | 213 | 3.0% | $3,334 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $11.28万 | 0.00% | 3,239 | -1 | -0.0% | -$35 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $11.27万 | 0.00% | 822 | 1 | 0.1% | $137 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $11.19万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD | $10.94万 | 0.00% | 800 | 50 | 6.7% | $6,838 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $10.89万 | 0.00% | 1,115 | -85 | -7.1% | -$8,303 | 减仓 |
| AOR | ISHARES TR | $10.88万 | 0.00% | 1,691 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $10.70万 | 0.00% | 9,909 | -110 | -1.1% | -$1,188 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $10.58万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $10.55万 | 0.00% | 2,218 | 650 | 41.5% | $3.09万 | 加仓 |
| PAYX | PAYCHEX INC | $10.51万 | 0.00% | 1,141 | -59 | -4.9% | -$5,435 | 减仓 |
| FXI | ISHARES TR | $10.43万 | 0.00% | 2,905 | -140 | -4.6% | -$5,026 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $10.37万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $10.31万 | 0.00% | 4,405 | 0 | 0.0% | — | 不变 |
| GHM | GRAHAM CORP | $10.27万 | 0.00% | 1,301 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $10.17万 | 0.00% | 1,690 | -21 | -1.2% | -$1,264 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $10.14万 | 0.00% | 4,271 | 946 | 28.5% | $2.25万 | 加仓 |
| AZO | AUTOZONE INC | $10.13万 | 0.00% | 30 | -3 | -9.1% | -$1.01万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $10.12万 | 0.00% | 2,011 | 2 | 0.1% | $101 | 加仓 |
| INDA | ISHARES TR | $10.07万 | 0.00% | 2,150 | -700 | -24.6% | -$3.28万 | 减仓 |
| ICLN | ISHARES TR | $10.05万 | 0.00% | 5,495 | 0 | 0.0% | — | 不变 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $9.99万 | 0.00% | 3,950 | -3,948 | -50.0% | -$9.98万 | 减仓 |
| QBTS | D WAVE QUANTUM INC | $9.99万 | 0.00% | 6,920 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE TRADED FD | $9.95万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $9.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $9.88万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $9.84万 | 0.00% | 3,959 | -10 | -0.3% | -$248 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $9.84万 | 0.00% | 8,300 | -50 | -0.6% | -$592 | 减仓 |
| IDXX | IDEXX LABS INC | $9.78万 | 0.00% | 174 | -1,943 | -91.8% | -$109.18万 | 减仓 |
| ACWI | ISHARES TR | $9.73万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $9.70万 | 0.00% | 481 | 169 | 54.2% | $3.41万 | 加仓 |
| WPC | WP CAREY INC | $9.69万 | 0.00% | 1,426 | -220 | -13.4% | -$1.50万 | 减仓 |
| GSK | GSK PLC | $9.67万 | 0.00% | 1,753 | -514 | -22.7% | -$2.84万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $9.66万 | 0.00% | 11,340 | 277 | 2.5% | $2,360 | 加仓 |
| NNN | NNN REIT INC | $9.66万 | 0.00% | 2,298 | 975 | 73.7% | $4.10万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $9.63万 | 0.00% | 1,500 | -200 | -11.8% | -$1.28万 | 减仓 |
| IRMD | IRADIMED CORP | $9.63万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $9.61万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $9.58万 | 0.00% | 733 | -36 | -4.7% | -$4,707 | 减仓 |
| XSD | SPDR SER TR | $9.53万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $9.41万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| FDEM | FIDELITY COVINGTON TRUST | $9.39万 | 0.00% | 2,974 | 2,710 | 1,026.5% | $8.56万 | 加仓 |
| TRP | TC ENERGY CORP | $9.39万 | 0.00% | 1,500 | -1,000 | -40.0% | -$6.26万 | 减仓 |
| ECL | ECOLAB INC | $9.38万 | 0.00% | 353 | -3,490 | -90.8% | -$92.71万 | 减仓 |
| DASH | DOORDASH INC | $9.37万 | 0.00% | 624 | -1,297 | -67.5% | -$19.47万 | 减仓 |
| CMS | CMS ENERGY CORP | $9.34万 | 0.00% | 1,204 | 139 | 13.1% | $1.08万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $9.29万 | 0.00% | 2,025 | 175 | 9.5% | $8,026 | 加仓 |
| L | LOEWS CORP | $9.29万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $9.26万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $9.25万 | 0.00% | 967 | -940 | -49.3% | -$8.99万 | 减仓 |
| DG | DOLLAR GEN CORP NEW | $9.22万 | 0.00% | 777 | -115 | -12.9% | -$1.36万 | 减仓 |
| ANGL | VANECK ETF TRUST | $9.19万 | 0.00% | 3,199 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.19万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $9.18万 | 0.00% | 562 | -7 | -1.2% | -$1,144 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $9.14万 | 0.00% | 793 | 43 | 5.7% | $4,955 | 加仓 |
| — | COTERRA ENERGY INC | $9.12万 | 0.00% | 2,596 | 2,335 | 894.6% | $8.21万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $9.12万 | 0.00% | 7,500 | 1,000 | 15.4% | $1.22万 | 加仓 |
| TOL | TOLL BROTHERS INC | $9.12万 | 0.00% | 668 | 266 | 66.2% | $3.63万 | 加仓 |
| NOVT | NOVANTA INC | $9.04万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $9.04万 | 0.00% | 7,015 | -915 | -11.5% | -$1.18万 | 重新持有 |
| AUB | ATLANTIC UN BANKSHARES CORP | $9.02万 | 0.00% | 2,524 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $9.01万 | 0.00% | 2,423 | 831 | 52.2% | $3.09万 | 加仓 |
| ESGE | ISHARES INC | $9.00万 | 0.00% | 1,979 | -642 | -24.5% | -$2.92万 | 减仓 |
| NTAP | NETAPP INC | $8.97万 | 0.00% | 876 | -597 | -40.5% | -$6.11万 | 减仓 |