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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $13.37万 | 0.00% | 1,505 | -8,411 | -84.8% | -$74.70万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $13.34万 | 0.00% | 5,183 | 57 | 1.1% | $1,467 | 加仓 |
| NTAP | NETAPP INC | $13.32万 | 0.00% | 861 | -15 | -1.7% | -$2,321 | 减仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $13.32万 | 0.00% | 613 | -13 | -2.1% | -$2,824 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $13.29万 | 0.00% | 2,805 | -2,157 | -43.5% | -$10.22万 | 减仓 |
| ADSK | AUTODESK INC | $13.26万 | 0.00% | 682 | 32 | 4.9% | $6,221 | 加仓 |
| — | NUVEEN NEW YORK AMT QLT MUNI | $13.22万 | 0.00% | 12,329 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $13.17万 | 0.00% | 12,540 | -1,224 | -8.9% | -$1.29万 | 减仓 |
| KBE | SPDR SER TR | $13.17万 | 0.00% | 1,930 | -1,595 | -45.2% | -$10.88万 | 减仓 |
| FPX | FIRST TR EXCHANGE TRADED FD | $13.15万 | 0.00% | 638 | 0 | 0.0% | — | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $13.15万 | 0.00% | 336 | 311 | 1,244.0% | $12.17万 | 加仓 |
| CTAS | CINTAS CORP | $13.12万 | 0.00% | 771 | -8,072 | -91.3% | -$137.35万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $12.92万 | 0.00% | 823 | 1 | 0.1% | $157 | 加仓 |
| — | TIDAL ETF TR | $12.85万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $12.84万 | 0.00% | 3,442 | -829 | -19.4% | -$3.09万 | 减仓 |
| IDXX | IDEXX LABS INC | $12.58万 | 0.00% | 239 | 65 | 37.4% | $3.42万 | 加仓 |
| ES | EVERSOURCE ENERGY | $12.49万 | 0.00% | 1,728 | -2,781 | -61.7% | -$20.10万 | 减仓 |
| OKLO | OKLO INC | $12.48万 | 0.00% | 2,385 | -1,430 | -37.5% | -$7.48万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $12.48万 | 0.00% | 3,239 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $12.43万 | 0.00% | 4,569 | 15 | 0.3% | $408 | 加仓 |
| NOVT | NOVANTA INC | $12.42万 | 0.00% | 766 | 1 | 0.1% | $162 | 加仓 |
| CHAT | TIDAL TR II | $12.15万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $12.14万 | 0.00% | 5,305 | 1 | 0.0% | $23 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $12.10万 | 0.00% | 1,121 | 6 | 0.5% | $648 | 加仓 |
| INVH | INVITATION HOMES INC | $12.10万 | 0.00% | 4,004 | 45 | 1.1% | $1,359 | 加仓 |
| SCZ | ISHARES TR | $12.09万 | 0.00% | 1,469 | -432 | -22.7% | -$3.55万 | 减仓 |
| SHLD | GLOBAL X FDS | $12.07万 | 0.00% | 2,022 | -265 | -11.6% | -$1.58万 | 减仓 |
| QLD | PROSHARES TR | $12.03万 | 0.00% | 1,243 | 25 | 2.1% | $2,419 | 加仓 |
| S | SENTINELONE INC | $11.90万 | 0.00% | 7,015 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $11.90万 | 0.00% | 485 | 5 | 1.0% | $1,227 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $11.77万 | 0.00% | 6,640 | -732 | -9.9% | -$1.30万 | 减仓 |
| QQQE | DIREXION SHS ETF TR | $11.76万 | 0.00% | 964 | 500 | 107.8% | $6.10万 | 加仓 |
| AOR | ISHARES TR | $11.75万 | 0.00% | 1,691 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $11.74万 | 0.00% | 243 | 215 | 767.9% | $10.38万 | 加仓 |
| FNV | FRANCO NEV CORP | $11.67万 | 0.00% | 560 | -17 | -2.9% | -$3,542 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $11.66万 | 0.00% | 431 | 1 | 0.2% | $270 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $11.63万 | 0.00% | 690 | 651 | 1,669.2% | $10.97万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $11.52万 | 0.00% | 412 | -49 | -10.6% | -$1.37万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $11.46万 | 0.00% | 2,946 | 700 | 31.2% | $2.72万 | 加仓 |
| TMUS | T MOBILE US INC | $11.42万 | 0.00% | 681 | -121 | -15.1% | -$2.03万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $11.37万 | 0.00% | 778 | 170 | 28.0% | $2.48万 | 加仓 |
| — | GLOBAL X FDS | $11.35万 | 0.00% | 3,555 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $11.34万 | 0.00% | 9,368 | -541 | -5.5% | -$6,551 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $11.30万 | 0.00% | 8,300 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $11.26万 | 0.00% | 2,419 | 121 | 5.3% | $5,630 | 加仓 |
| RPM | RPM INTL INC | $11.17万 | 0.00% | 1,005 | 5 | 0.5% | $556 | 加仓 |
| ESGE | ISHARES INC | $11.15万 | 0.00% | 2,038 | 59 | 3.0% | $3,227 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $11.10万 | 0.00% | 1,513 | 1,513 | — | $11.10万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $11.06万 | 0.00% | 4,446 | -830 | -15.7% | -$2.07万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $11.06万 | 0.00% | 223 | 55 | 32.7% | $2.73万 | 加仓 |
| ACWI | ISHARES TR | $11.04万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $11.03万 | 0.00% | 3,115 | 900 | 40.6% | $3.19万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $10.97万 | 0.00% | 1,077 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $10.96万 | 0.00% | 567 | -199 | -26.0% | -$3.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $10.95万 | 0.00% | 880 | -348 | -28.3% | -$4.33万 | 减仓 |
| CPRT | COPART INC | $10.76万 | 0.00% | 3,817 | -3 | -0.1% | -$85 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $10.74万 | 0.00% | 8,500 | 1,000 | 13.3% | $1.26万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $10.68万 | 0.00% | 2,524 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SER TR | $10.67万 | 0.00% | 923 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $10.65万 | 0.00% | 613 | -100 | -14.0% | -$1.74万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $10.61万 | 0.00% | 10,041 | -2,542 | -20.2% | -$2.69万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $10.54万 | 0.00% | 2,441 | -111 | -4.3% | -$4,793 | 减仓 |
| RAAX | VANECK ETF TRUST | $10.49万 | 0.00% | 2,644 | 2,244 | 561.0% | $8.90万 | 加仓 |
| WAT | WATERS CORP | $10.46万 | 0.00% | 279 | -14 | -4.8% | -$5,251 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $10.44万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SER TR | $10.40万 | 0.00% | 1,803 | -11 | -0.6% | -$634 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $10.40万 | 0.00% | 579 | -340 | -37.0% | -$6.11万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $10.38万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $10.36万 | 0.00% | 1,053 | -88 | -7.7% | -$8,654 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $10.33万 | 0.00% | 1,352 | 235 | 21.0% | $1.80万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $10.27万 | 0.00% | 2,115 | 4 | 0.2% | $194 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $10.23万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SER TR | $10.22万 | 0.00% | 1,513 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $10.20万 | 0.00% | 1,426 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $10.16万 | 0.00% | 2,475 | -1,523 | -38.1% | -$6.25万 | 减仓 |
| KRE | SPDR SER TR | $10.13万 | 0.00% | 1,353 | 250 | 22.7% | $1.87万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $10.09万 | 0.00% | 1,106 | -4,992 | -81.9% | -$45.53万 | 减仓 |
| ESGD | ISHARES TR | $10.09万 | 0.00% | 981 | 14 | 1.4% | $1,439 | 加仓 |
| ARKK | ARK ETF TR | $10.06万 | 0.00% | 1,245 | -2 | -0.2% | -$162 | 减仓 |
| JOBY | JOBY AVIATION INC | $10.02万 | 0.00% | 11,229 | -15,690 | -58.3% | -$14.00万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $9.99万 | 0.00% | 3,950 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $9.95万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $9.93万 | 0.00% | 4,845 | -650 | -11.8% | -$1.33万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $9.92万 | 0.00% | 216 | -182 | -45.7% | -$8.36万 | 减仓 |
| INDA | ISHARES TR | $9.81万 | 0.00% | 1,987 | -163 | -7.6% | -$8,051 | 减仓 |
| HUBB | HUBBELL INC | $9.78万 | 0.00% | 187 | 150 | 405.4% | $7.85万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.76万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $9.62万 | 0.00% | 242 | 158 | 188.1% | $6.28万 | 加仓 |
| IRMD | IRADIMED CORP | $9.56万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $9.56万 | 0.00% | 303 | 53 | 21.2% | $1.67万 | 加仓 |
| VFH | VANGUARD WORLD FD | $9.54万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $9.49万 | 0.00% | 1,095 | 558 | 103.9% | $4.84万 | 加仓 |
| ACWV | ISHARES INC | $9.47万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $9.41万 | 0.00% | 349 | -5 | -1.4% | -$1,349 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $9.40万 | 0.00% | 429 | 101 | 30.8% | $2.21万 | 加仓 |
| ANGL | VANECK ETF TRUST | $9.35万 | 0.00% | 3,199 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $9.35万 | 0.00% | 826 | -44 | -5.1% | -$4,981 | 减仓 |
| VDE | VANGUARD WORLD FD | $9.34万 | 0.00% | 622 | -291 | -31.9% | -$4.37万 | 减仓 |
| TTC | TORO CO | $9.32万 | 0.00% | 957 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $9.29万 | 0.00% | 4,134 | 4,134 | — | $9.29万 | 新建仓 |