13F 机构持仓

Spire Wealth Management

MCLEAN VA · SEC CIK 0001858740

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.2%
NVDA 3.5%
AAPL 3.2%
AMZN 2.3%
VGT 2.1%
GOOGL 1.8%
MSFT 1.5%
SPY 1.3%
IUSB 1.2%
AVGO 1.1%

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
USFR WISDOMTREE TR $6.55万0.00%1,300 1,300— $6.55万 新建仓
— TEXAS CAP TEX EQUITY INDEX E $6.49万0.00%2,400 2,400— $6.49万 新建仓
ASGI ABRDN GLOBAL INFRA INCOME FU $6.49万0.00%2,790 00.0% — 不变
ENS ENERSYS $6.45万0.00%276 7638.0% $1.78万 加仓
IBHG ISHARES TR $6.44万0.00%2,916 90.3% $199 加仓
EQAL INVESCO EXCH TRADED FD TR II $6.43万0.00%1,086 00.0% — 不变
ON ON SEMICONDUCTOR CORP $6.43万0.00%680 10317.9% $9,735 加仓
— GRAYSCALE ETHEREUM TRUST ETF $6.38万0.00%5,002 56612.8% $7,222 加仓
DASH DOORDASH INC $6.37万0.00%345 -279-44.7% -$5.15万 减仓
FLOT ISHARES TR $6.35万0.00%1,243 -265-17.6% -$1.35万 减仓
EIX EDISON INTL $6.34万0.00%851 505146.0% $3.76万 加仓
COIN COINBASE GLOBAL INC $6.33万0.00%433 -306-41.4% -$4.47万 减仓
CM CANADIAN IMPERIAL BK COMM $6.33万0.00%550 00.0% — 不变
GVA GRANITE CONSTR INC $6.32万0.00%400 00.0% — 不变
FIVE FIVE BELOW INC $6.29万0.00%350 15075.0% $2.70万 加仓
OTIS OTIS WORLDWIDE CORP $6.28万0.00%877 9912.7% $7,085 加仓
DEM WISDOMTREE TR $6.27万0.00%1,165 00.0% — 不变
CVE CENOVUS ENERGY INC $6.26万0.00%2,523 2149.3% $5,310 加仓
MSI MOTOROLA SOLUTIONS INC $6.22万0.00%150 -5-3.2% -$2,073 减仓
LDP COHEN STEERS LTD DURATION $6.18万0.00%2,919 00.0% — 不变
EVRG EVERGY INC $6.10万0.00%706 -90-11.3% -$7,779 减仓
SIVR ABRDN SILVER ETF TRUST $6.10万0.00%1,085 616.0% $3,429 加仓
VONG VANGUARD SCOTTSDALE FDS $6.07万0.00%475 00.0% — 不变
SCI SERVICE CORP INTL $6.05万0.00%797 -136-14.6% -$1.03万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $6.05万0.00%201 10.5% $301 加仓
SYSB ISHARES TR $6.05万0.00%682 30.4% $266 加仓
FBCG FIDELITY COVINGTON TRUST $6.04万0.00%973 14217.1% $8,820 加仓
FSTA FIDELITY COVINGTON TRUST $6.03万0.00%1,148 10.1% $53 加仓
EXI ISHARES TR $6.01万0.00%300 00.0% — 不变
DTE DTE ENERGY CO $6.00万0.00%394 -30-7.1% -$4,571 减仓
XSMO INVESCO EXCHANGE TRADED FD T $5.99万0.00%640 5851,063.6% $5.48万 加仓
XTL SPDR SER TR $5.98万0.00%263 188250.7% $4.28万 加仓
ENPH ENPHASE ENERGY INC $5.94万0.00%1,207 70.6% $345 加仓
EQT EQT CORP $5.93万0.00%1,116 -187-14.4% -$9,943 减仓
ILCG ISHARES TR $5.93万0.00%507 5211.4% $6,085 加仓
DUSA DAVIS FUNDAMENTAL ETF TR $5.90万0.00%1,050 00.0% — 不变
VSEC VSE CORP $5.87万0.00%257 257— $5.87万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $5.86万0.00%380 -346-47.7% -$5.34万 减仓
SGU STAR GROUP L P $5.83万0.00%4,537 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC $5.81万0.00%7,355 -897-10.9% -$7,086 减仓
— AIM ETF PRODUCTS TRUST $5.77万0.00%1,257 00.0% — 不变
XTEN BONDBLOXX ETF TRUST $5.73万0.00%1,258 -767-37.9% -$3.50万 减仓
CTRE CARETRUST REIT INC $5.72万0.00%1,418 800129.4% $3.23万 加仓
STM STMICROELECTRONICS N V $5.71万0.00%763 561277.7% $4.20万 加仓
VRSN VERISIGN INC $5.70万0.00%227 00.0% — 不变
BNS BANK NOVA SCOTIA HALIFAX $5.69万0.00%655 50.8% $434 加仓
— PGIM ROCK ETF TR $5.69万0.00%1,747 00.0% — 不变
BBY BEST BUY INC $5.65万0.00%745 578.3% $4,325 加仓
ATEN A10 NETWORKS INC $5.64万0.00%1,510 1,510— $5.64万 新建仓
RITM RITHM CAPITAL CORP $5.63万0.00%6,001 -52-0.9% -$488 减仓
FN FABRINET $5.62万0.00%100 66.4% $3,372 加仓
— ESPERION THERAPEUTICS INC NE $5.61万0.00%17,767 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VI $5.59万0.00%2,065 1,847847.2% $5.00万 加仓
— WISDOMTREE TR $5.58万0.00%991 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $5.58万0.00%1,057 30.3% $158 加仓
AMX AMERICA MOVIL SAB DE CV $5.58万0.00%2,146 -52-2.4% -$1,351 减仓
KHC KRAFT HEINZ CO $5.56万0.00%2,354 -1,438-37.9% -$3.40万 减仓
JKHY HENRY JACK ASSOC INC $5.52万0.00%401 -13-3.1% -$1,791 减仓
— PROSHARES TR $5.50万0.00%800 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $5.48万0.00%1,472 874146.2% $3.26万 加仓
EBAY EBAY INC $5.46万0.00%489 11229.7% $1.25万 加仓
— PROSHARES TR $5.43万0.00%635 -69-9.8% -$5,901 减仓
PTY PIMCO CORPORATE INCOME OPP $5.39万0.00%4,483 10.0% $12 加仓
ACM AECOM $5.38万0.00%771 10.1% $70 加仓
FQAL FIDELITY COVINGTON TRUST $5.37万0.00%660 00.0% — 不变
IGE ISHARES TR $5.33万0.00%949 00.0% — 不变
HSY HERSHEY CO $5.31万0.00%303 175.9% $2,981 加仓
RACE FERRARI N V $5.29万0.00%142 142— $5.29万 新建仓
PPG PPG INDS INC $5.26万0.00%434 -2-0.5% -$243 减仓
PKB INVESCO EXCHANGE TRADED FD T $5.24万0.00%468 -26-5.3% -$2,912 减仓
— TIDAL TR II $5.23万0.00%2,175 2,175— $5.23万 新建仓
SIL GLOBAL X FDS $5.21万0.00%672 -192-22.2% -$1.49万 减仓
SPTM SPDR SER TR $5.20万0.00%573 10.2% $91 加仓
SEI SOLARIS ENERGY INFRAS INC $5.20万0.00%646 646— $5.20万 新建仓
NOK NOKIA CORP $5.18万0.00%3,903 1,53064.5% $2.03万 加仓
JBHT HUNT J B TRANS SVCS INC $5.18万0.00%179 162952.9% $4.69万 加仓
CFG CITIZENS FINL GROUP INC $5.14万0.00%734 405.8% $2,803 加仓
— SCHWAB STRATEGIC TR $5.14万0.00%735 -100-12.0% -$6,995 减仓
DTM DT MIDSTREAM INC $5.12万0.00%349 00.0% — 不变
OLN OLIN CORP $5.11万0.00%2,578 70.3% $139 加仓
— NUVEEN DYNAMIC MUN OPPORTUNI $5.10万0.00%4,900 1,00025.6% $1.04万 加仓
AMLP ALPS ETF TR $5.04万0.00%972 10.1% $52 加仓
SWK STANLEY BLACK DECKER INC $5.04万0.00%535 -41-7.1% -$3,859 减仓
IRTC IRHYTHM TECHNOLOGIES INC $4.98万0.00%419 419— $4.98万 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $4.98万0.00%1,700 70070.0% $2.05万 加仓
HEI/A HEICO CORP NEW $4.94万0.00%191 10.5% $258 加仓
STIP ISHARES TR $4.90万0.00%480 -326-40.4% -$3.33万 减仓
TTD THE TRADE DESK INC $4.89万0.00%2,703 -2,971-52.4% -$5.37万 减仓
ZS ZSCALER INC $4.87万0.00%345 -84-19.6% -$1.19万 减仓
ALLY ALLY FINL INC $4.79万0.00%1,043 303.0% $1,379 加仓
IJT ISHARES TR $4.77万0.00%267 -33-11.0% -$5,894 减仓
FLTB FIDELITY MERRIMACK STR TR $4.73万0.00%943 646217.5% $3.24万 加仓
HEGD LISTED FD TR $4.72万0.00%1,771 00.0% — 不变
CNP CENTERPOINT ENERGY INC $4.71万0.00%1,070 -6-0.6% -$264 减仓
COLL COLLEGIUM PHARMACEUTICAL INC $4.71万0.00%1,301 1,001333.7% $3.62万 加仓
KMB KIMBERLY CLARK CORP $4.67万0.00%425 -394-48.1% -$4.33万 减仓
NVDL GRANITESHARES ETF TR $4.65万0.00%1,560 960160.0% $2.86万 加仓
TRU TRANSUNION $4.62万0.00%640 -298-31.8% -$2.15万 减仓
DXCM DEXCOM INC $4.61万0.00%685 12622.5% $8,486 加仓
— AIM ETF PRODUCTS TRUST $4.61万0.00%1,163 00.0% — 不变