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
SPMD SPDR SER TR $8.96万0.00%1,513 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC $8.96万0.00%7,782 00.0% — 不变
TTC TORO CO $8.94万0.00%957 00.0% — 不变
WAB WABTEC $8.84万0.00%354 -1,265-78.1% -$31.57万 减仓
A AGILENT TECHNOLOGIES INC $8.83万0.00%775 00.0% — 不变
TNA DIREXION SHS ETF TR $8.78万0.00%1,990 -51,502-96.3% -$227.24万 减仓
SPSM SPDR SER TR $8.77万0.00%1,814 00.0% — 不变
VFH VANGUARD WORLD FD $8.76万0.00%725 00.0% — 不变
WAT WATERS CORP $8.73万0.00%293 4618.6% $1.37万 加仓
RBLX ROBLOX CORP $8.67万0.00%1,533 -361-19.1% -$2.04万 减仓
IFF INTERNATIONAL FLAVORS FRAGRA $8.66万0.00%1,194 20.2% $145 加仓
SNY SANOFI $8.65万0.00%1,795 -20-1.1% -$964 减仓
WY WEYERHAEUSER CO MTN BE $8.65万0.00%3,539 10.0% $24 加仓
AVEM AMERICAN CENTY ETF TR $8.61万0.00%1,069 -9-0.8% -$725 减仓
SAIC SCIENCE APPLICATIONS INTL CO $8.61万0.00%907 570169.1% $5.41万 加仓
XTN SPDR SER TR $8.58万0.00%923 10.1% $93 加仓
TEL TE CONNECTIVITY PLC $8.56万0.00%409 -26,801-98.5% -$560.79万 减仓
BIDD BLACKROCK ETF TRUST $8.53万0.00%3,000 00.0% — 不变
KHC KRAFT HEINZ CO $8.53万0.00%3,792 -956-20.1% -$2.15万 减仓
TMB THORNBURG ETF TR MULTI SECTOR BD $8.51万0.00%3,335 2558.3% $6,505 加仓
CORO BLACKROCK ETF TRUST $8.49万0.00%2,642 2,642— $8.49万 新建仓
ESLT ELBIT SYS LTD $8.49万0.00%100 -97-49.2% -$8.24万 减仓
— TOPBUILD CORP $8.43万0.00%240 -9,783-97.6% -$343.68万 减仓
ARKK ARK ETF TR $8.43万0.00%1,247 -92-6.9% -$6,218 减仓
TSN TYSON FOODS INC $8.38万0.00%1,308 -249-16.0% -$1.60万 减仓
STIP ISHARES TR $8.34万0.00%806 -504-38.5% -$5.22万 减仓
— WARNER BROS DISCOVERY INC $8.32万0.00%3,029 -1,168-27.8% -$3.21万 减仓
EQT EQT CORP $8.29万0.00%1,303 -681-34.3% -$4.33万 减仓
OLED UNIVERSAL DISPLAY CORP $8.27万0.00%902 -1-0.1% -$92 减仓
SYK STRYKER CORPORATION $8.22万0.00%250 -239-48.9% -$7.86万 减仓
NWG NATWEST GROUP PLC $8.20万0.00%5,500 -45,817-89.3% -$68.27万 减仓
FE FIRSTENERGY CORP $8.17万0.00%1,612 -17,379-91.5% -$88.05万 减仓
ADM ARCHER DANIELS MIDLAND CO $8.12万0.00%1,117 -195-14.9% -$1.42万 减仓
PIZ INVESCO EXCH TRADED FD TR II $8.11万0.00%1,637 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $8.06万0.00%1,787 1,787— $8.06万 新建仓
JCI JOHNSON CTLS INTL PLC $7.96万0.00%608 -9-1.5% -$1,179 减仓
SII SPROTT INC $7.93万0.00%555 00.0% — 不变
MFC MANULIFE FINL CORP $7.91万0.00%2,296 00.0% — 不变
KMB KIMBERLY CLARK CORP $7.90万0.00%819 60.7% $579 加仓
IYK ISHARES TR $7.90万0.00%1,128 00.0% — 不变
ICLR ICON PLC $7.89万0.00%713 355.2% $3,873 加仓
J JACOBS SOLUTIONS INC $7.88万0.00%619 -24-3.7% -$3,055 减仓
— AllianzIM US Large Cap Buffer 10 ETF - June $7.79万0.00%2,166 00.0% — 不变
SIL GLOBAL X FDS $7.78万0.00%864 9111.8% $8,199 加仓
— PGIM S&P 500 Buffer 12 ETF - June $7.77万0.00%2,562 00.0% — 不变
VITL VITAL FARMS INC $7.77万0.00%5,500 00.0% — 不变
UTF COHEN STEERS INFRASTRUCTUR $7.76万0.00%3,000 -495-14.2% -$1.28万 减仓
TYG TORTOISE ENERGY INFRA CORP $7.72万0.00%1,548 69982.3% $3.49万 加仓
SCI SERVICE CORP INTL $7.70万0.00%933 11413.9% $9,406 加仓
FLOT ISHARES TR $7.68万0.00%1,508 30925.8% $1.57万 加仓
RKT ROCKET COS INC $7.68万0.00%5,388 -16,929-75.9% -$24.12万 减仓
— PUTNAM MANAGED MUN INCOME TR $7.67万0.00%12,464 00.0% — 不变
OLN OLIN CORP $7.64万0.00%2,571 -168-6.1% -$4,995 减仓
JBL JABIL INC $7.64万0.00%288 -91-24.0% -$2.41万 减仓
PSA PUBLIC STORAGE OPER CO $7.63万0.00%282 2911.5% $7,846 加仓
CHAT TIDAL TR II $7.61万0.00%1,231 23123.1% $1.43万 加仓
GMF SPDR INDEX SHS FDS $7.60万0.00%558 00.0% — 不变
— GRAYSCALE ETHEREUM TRUST ETF $7.57万0.00%4,436 -248-5.3% -$4,233 减仓
MTD METTLER TOLEDO INTERNATIONAL $7.57万0.00%60 00.0% — 不变
XES SPDR SER TR $7.55万0.00%649 351117.8% $4.08万 加仓
IBTH ISHARES TR $7.46万0.00%3,328 2,203195.8% $4.94万 重新持有
TRMB TRIMBLE INC $7.45万0.00%1,142 100.9% $652 加仓
LNT ALLIANT ENERGY CORP $7.45万0.00%1,038 40.4% $287 加仓
CFR CULLEN FROST BANKERS INC $7.44万0.00%543 00.0% — 不变
QLD PROSHARES TR $7.43万0.00%1,218 -309-20.2% -$1.89万 减仓
XEVVX EATON VANCE LTD DURATION INC $7.41万0.00%7,838 00.0% — 不变
JXN JACKSON FINANCIAL INC $7.40万0.00%700 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $7.40万0.00%3,039 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $7.33万0.00%1,024 -1,059-50.8% -$7.58万 减仓
CNI CANADIAN NATL RY CO $7.28万0.00%709 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $7.27万0.00%350 -31-8.1% -$6,443 减仓
— DUPONT DE NEMOURS INC $7.26万0.00%1,586 -14-0.9% -$641 减仓
BHP BHP GROUP LTD $7.24万0.00%996 -583-36.9% -$4.24万 减仓
KRE SPDR SER TR $7.19万0.00%1,103 -505-31.4% -$3.29万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $7.09万0.00%481 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $7.07万0.00%3,103 -6,429-67.4% -$14.64万 减仓
ROL ROLLINS INC $7.06万0.00%1,322 -19-1.4% -$1,015 减仓
TKO TKO GROUP HOLDINGS INC $7.06万0.00%350 175.1% $3,428 加仓
HSBC HSBC HLDGS PLC $7.05万0.00%855 -12-1.4% -$990 减仓
ARR ARMOUR RESIDENTIAL REIT INC $7.04万0.00%4,221 49813.4% $8,307 加仓
LQDT LIQUIDITY SVCS INC $7.03万0.00%2,300 2,300— $7.03万 新建仓
VAC MARRIOTT VACATIONS WORLDWIDE $7.01万0.00%1,077 -16-1.5% -$1,042 减仓
KVUE KENVUE INC $7.00万0.00%4,062 2606.8% $4,483 加仓
LADR LADDER CAP CORP $6.99万0.00%7,157 00.0% — 不变
— DIREXION SHS ETF TR $6.99万0.00%2,325 2,325— $6.99万 新建仓
— PIMCO HIGH INCOME FD $6.91万0.00%14,918 00.0% — 不变
IVT INVENTRUST PPTYS CORP $6.75万0.00%2,215 00.0% — 不变
QYLD GLOBAL X FDS $6.72万0.00%3,916 -3,998-50.5% -$6.86万 减仓
MSI MOTOROLA SOLUTIONS INC $6.71万0.00%155 10.6% $433 加仓
— BANK MONTREAL MEDIUM $6.71万0.00%333 -117-26.0% -$2.36万 减仓
VOOV VANGUARD ADMIRAL FDS INC $6.69万0.00%328 -20-5.7% -$4,082 减仓
IVR INVESCO MORTGAGE CAPITAL INC $6.67万0.00%8,252 -285-3.3% -$2,303 减仓
TPR TAPESTRY INC $6.66万0.00%472 -9-1.9% -$1,270 减仓
BBEU J P MORGAN EXCHANGE TRADED F $6.63万0.00%916 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $6.62万0.00%200 -2-1.0% -$662 减仓
JKHY HENRY JACK ASSOC INC $6.54万0.00%414 10.2% $158 加仓
ACM AECOM $6.53万0.00%770 10.1% $85 加仓
EVRG EVERGY INC $6.52万0.00%796 -444-35.8% -$3.64万 减仓
TRU TRANSUNION $6.49万0.00%938 -1-0.1% -$69 减仓
— CALAMOS ETF TR $6.48万0.00%2,401 00.0% — 不变