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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $6.47万 | 0.00% | 2,420 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $6.46万 | 0.00% | 1,333 | 533 | 66.6% | $2.58万 | 加仓 |
| IBHG | ISHARES TR | $6.43万 | 0.00% | 2,907 | -13,506 | -82.3% | -$29.89万 | 减仓 |
| VTRS | VIATRIS INC | $6.42万 | 0.00% | 4,750 | -1,161 | -19.6% | -$1.57万 | 减仓 |
| LEN | LENNAR CORP | $6.41万 | 0.00% | 739 | 222 | 42.9% | $1.93万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6.39万 | 0.00% | 2,096 | -12 | -0.6% | -$366 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $6.35万 | 0.00% | 484 | -32 | -6.2% | -$4,196 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $6.24万 | 0.00% | 2,790 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $6.22万 | 0.00% | 938 | 501 | 114.6% | $3.32万 | 加仓 |
| VEEV | VEEVA SYS INC | $6.20万 | 0.00% | 353 | -95 | -21.2% | -$1.67万 | 减仓 |
| DTE | DTE ENERGY CO | $6.20万 | 0.00% | 424 | -122 | -22.3% | -$1.78万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $6.12万 | 0.00% | 2,309 | 5 | 0.2% | $133 | 加仓 |
| PFFA | ETFIS SER TR I | $6.09万 | 0.00% | 2,993 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $6.08万 | 0.00% | 1,745 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.07万 | 0.00% | 1,650 | -12,150 | -88.0% | -$44.66万 | 减仓 |
| IBHH | ISHARES TR | $6.06万 | 0.00% | 2,580 | -8,218 | -76.1% | -$19.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $6.05万 | 0.00% | 168 | -11,157 | -98.5% | -$401.51万 | 减仓 |
| SYSB | ISHARES TR | $6.04万 | 0.00% | 679 | 3 | 0.4% | $267 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $6.02万 | 0.00% | 509 | 1 | 0.2% | $118 | 加仓 |
| ZS | ZSCALER INC | $6.02万 | 0.00% | 429 | 37 | 9.4% | $5,191 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $6.00万 | 0.00% | 1,147 | -24 | -2.0% | -$1,256 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $6.00万 | 0.00% | 778 | 73 | 10.4% | $5,628 | 加仓 |
| XPH | SPDR SER TR | $5.99万 | 0.00% | 1,107 | 1,107 | — | $5.99万 | 新建仓 |
| LAZ | LAZARD INC | $5.99万 | 0.00% | 1,409 | 12 | 0.9% | $510 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $5.98万 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $5.97万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $5.94万 | 0.00% | 286 | -1,220 | -81.0% | -$25.34万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $5.91万 | 0.00% | 5,735 | 2,335 | 68.7% | $2.41万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $5.85万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $5.84万 | 0.00% | 729 | -143 | -16.4% | -$1.15万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.84万 | 0.00% | 622 | -3,542 | -85.1% | -$33.25万 | 减仓 |
| LDP | COHEN STEERS LTD DURATION | $5.83万 | 0.00% | 2,919 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $5.82万 | 0.00% | 187 | 96 | 105.5% | $2.99万 | 加仓 |
| DEM | WISDOMTREE TR | $5.79万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $5.74万 | 0.00% | 6,053 | 53 | 0.9% | $502 | 加仓 |
| PCAR | PACCAR INC | $5.68万 | 0.00% | 492 | 13 | 2.7% | $1,502 | 加仓 |
| TW | TRADEWEB MKTS INC | $5.68万 | 0.00% | 483 | 183 | 61.0% | $2.15万 | 加仓 |
| VRSN | VERISIGN INC | $5.63万 | 0.00% | 227 | -4 | -1.7% | -$991 | 减仓 |
| VLUE | ISHARES TR | $5.62万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $5.62万 | 0.00% | 192 | -5 | -2.5% | -$1,464 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $5.60万 | 0.00% | 2,198 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.60万 | 0.00% | 786 | -3,001 | -79.2% | -$21.37万 | 减仓 |
| SGU | STAR GROUP L P | $5.57万 | 0.00% | 4,537 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $5.54万 | 0.00% | 630 | 93 | 17.3% | $8,184 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.49万 | 0.00% | 71 | -11 | -13.4% | -$8,499 | 减仓 |
| EXI | ISHARES TR | $5.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS RESORTS INC | $5.42万 | 0.00% | 2,831 | -43 | -1.5% | -$824 | 减仓 |
| PTY | PIMCO CORPORATE INCOME OPP | $5.40万 | 0.00% | 4,482 | 1 | 0.0% | $12 | 加仓 |
| SMR | NUSCALE PWR CORP | $5.39万 | 0.00% | 4,973 | -2,900 | -36.8% | -$3.14万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.38万 | 0.00% | 3,575 | 2,375 | 197.9% | $3.57万 | 加仓 |
| — | WISDOMTREE TR | $5.36万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.35万 | 0.00% | 1,000 | 300 | 42.9% | $1.60万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $5.34万 | 0.00% | 1,257 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $5.33万 | 0.00% | 1,050 | -1,622 | -60.7% | -$8.23万 | 减仓 |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $5.31万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $5.30万 | 0.00% | 2,000 | 300 | 17.6% | $7,953 | 加仓 |
| — | PGIM ROCK ETF TR | $5.29万 | 0.00% | 1,747 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $5.28万 | 0.00% | 1,060 | -53 | -4.8% | -$2,640 | 减仓 |
| DDOG | DATADOG INC | $5.22万 | 0.00% | 442 | 47 | 11.9% | $5,548 | 加仓 |
| CM | CANADIAN IMPERIAL BK COMM | $5.21万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $5.21万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $5.21万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $5.18万 | 0.00% | 270 | 139 | 106.1% | $2.67万 | 加仓 |
| RMBS | RAMBUS INC DEL | $5.17万 | 0.00% | 601 | 299 | 99.0% | $2.57万 | 加仓 |
| — | PROSHARES TR | $5.17万 | 0.00% | 704 | -101 | -12.5% | -$7,412 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $5.16万 | 0.00% | 1,054 | -212 | -16.7% | -$1.04万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.15万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $5.11万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.10万 | 0.00% | 325 | -136 | -29.5% | -$2.14万 | 减仓 |
| NICE | NICE LTD | $5.03万 | 0.00% | 456 | -170 | -27.2% | -$1.87万 | 减仓 |
| NXTG | FIRST TR EXCHANGE TRADED FD | $4.97万 | 0.00% | 444 | -1,064 | -70.6% | -$11.92万 | 减仓 |
| — | DIREXION SHS ETF TR | $4.97万 | 0.00% | 1,850 | 1,850 | — | $4.97万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $4.91万 | 0.00% | 280 | 26 | 10.2% | $4,562 | 加仓 |
| FN | FABRINET | $4.90万 | 0.00% | 94 | -20 | -17.5% | -$1.04万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $4.87万 | 0.00% | 17,767 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $4.85万 | 0.00% | 1,862 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $4.83万 | 0.00% | 3,733 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $4.82万 | 0.00% | 494 | -101 | -17.0% | -$9,851 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4.80万 | 0.00% | 315 | -3,888 | -92.5% | -$59.30万 | 减仓 |
| GVA | GRANITE CONSTR INC | $4.80万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $4.79万 | 0.00% | 660 | -148 | -18.3% | -$1.07万 | 减仓 |
| — | PROSHARES TR | $4.77万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $4.70万 | 0.00% | 2,389 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4.70万 | 0.00% | 349 | -57 | -14.0% | -$7,676 | 减仓 |
| MRNA | MODERNA INC | $4.70万 | 0.00% | 925 | 462 | 99.8% | $2.35万 | 加仓 |
| DHI | D R HORTON INC | $4.67万 | 0.00% | 340 | -137 | -28.7% | -$1.88万 | 减仓 |
| PPG | PPG INDS INC | $4.66万 | 0.00% | 436 | -473 | -52.0% | -$5.06万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $4.65万 | 0.00% | 441 | 216 | 96.0% | $2.28万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $4.65万 | 0.00% | 18,753 | -483 | -2.5% | -$1,198 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $4.64万 | 0.00% | 1,076 | -174 | -13.9% | -$7,510 | 减仓 |
| PHM | PULTE GROUP INC | $4.63万 | 0.00% | 394 | 354 | 885.0% | $4.16万 | 加仓 |
| QQQE | DIREXION SHS ETF TR | $4.57万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $4.57万 | 0.00% | 200 | -2 | -1.0% | -$457 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $4.54万 | 0.00% | 907 | 722 | 390.3% | $3.61万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $4.54万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | GAMCO NAT RES GOLD INCOME | $4.53万 | 0.00% | 5,428 | 116 | 2.2% | $969 | 加仓 |
| SPTM | SPDR SER TR | $4.52万 | 0.00% | 572 | 2 | 0.4% | $158 | 加仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $4.51万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4.44万 | 0.00% | 190 | -62 | -24.6% | -$1.45万 | 减仓 |
| BBY | BEST BUY INC | $4.42万 | 0.00% | 688 | -27,405 | -97.6% | -$175.94万 | 减仓 |