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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $6.45万 | 0.00% | 276 | 76 | 38.0% | $1.78万 | 加仓 |
| IBHG | ISHARES TR | $6.44万 | 0.00% | 2,916 | 9 | 0.3% | $199 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $6.43万 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $6.43万 | 0.00% | 680 | 103 | 17.9% | $9,735 | 加仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $6.38万 | 0.00% | 5,002 | 566 | 12.8% | $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 | 505 | 146.0% | $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 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $6.32万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $6.29万 | 0.00% | 350 | 150 | 75.0% | $2.70万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $6.28万 | 0.00% | 877 | 99 | 12.7% | $7,085 | 加仓 |
| DEM | WISDOMTREE TR | $6.27万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $6.26万 | 0.00% | 2,523 | 214 | 9.3% | $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 | 0 | 0.0% | — | 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 | 61 | 6.0% | $3,429 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $6.07万 | 0.00% | 475 | 0 | 0.0% | — | 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 | 1 | 0.5% | $301 | 加仓 |
| SYSB | ISHARES TR | $6.05万 | 0.00% | 682 | 3 | 0.4% | $266 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $6.04万 | 0.00% | 973 | 142 | 17.1% | $8,820 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $6.03万 | 0.00% | 1,148 | 1 | 0.1% | $53 | 加仓 |
| EXI | ISHARES TR | $6.01万 | 0.00% | 300 | 0 | 0.0% | — | 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 | 585 | 1,063.6% | $5.48万 | 加仓 |
| XTL | SPDR SER TR | $5.98万 | 0.00% | 263 | 188 | 250.7% | $4.28万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $5.94万 | 0.00% | 1,207 | 7 | 0.6% | $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 | 52 | 11.4% | $6,085 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $5.90万 | 0.00% | 1,050 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 800 | 129.4% | $3.23万 | 加仓 |
| STM | STMICROELECTRONICS N V | $5.71万 | 0.00% | 763 | 561 | 277.7% | $4.20万 | 加仓 |
| VRSN | VERISIGN INC | $5.70万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA HALIFAX | $5.69万 | 0.00% | 655 | 5 | 0.8% | $434 | 加仓 |
| — | PGIM ROCK ETF TR | $5.69万 | 0.00% | 1,747 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $5.65万 | 0.00% | 745 | 57 | 8.3% | $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 | 6 | 6.4% | $3,372 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $5.61万 | 0.00% | 17,767 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5.59万 | 0.00% | 2,065 | 1,847 | 847.2% | $5.00万 | 加仓 |
| — | WISDOMTREE TR | $5.58万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $5.58万 | 0.00% | 1,057 | 3 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $5.48万 | 0.00% | 1,472 | 874 | 146.2% | $3.26万 | 加仓 |
| EBAY | EBAY INC | $5.46万 | 0.00% | 489 | 112 | 29.7% | $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 | 1 | 0.0% | $12 | 加仓 |
| ACM | AECOM | $5.38万 | 0.00% | 771 | 1 | 0.1% | $70 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $5.37万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $5.33万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $5.31万 | 0.00% | 303 | 17 | 5.9% | $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 | 1 | 0.2% | $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 | 1,530 | 64.5% | $2.03万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5.18万 | 0.00% | 179 | 162 | 952.9% | $4.69万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $5.14万 | 0.00% | 734 | 40 | 5.8% | $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 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $5.11万 | 0.00% | 2,578 | 7 | 0.3% | $139 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $5.10万 | 0.00% | 4,900 | 1,000 | 25.6% | $1.04万 | 加仓 |
| AMLP | ALPS ETF TR | $5.04万 | 0.00% | 972 | 1 | 0.1% | $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 | 700 | 70.0% | $2.05万 | 加仓 |
| HEI/A | HEICO CORP NEW | $4.94万 | 0.00% | 191 | 1 | 0.5% | $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 | 30 | 3.0% | $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 | 646 | 217.5% | $3.24万 | 加仓 |
| HEGD | LISTED FD TR | $4.72万 | 0.00% | 1,771 | 0 | 0.0% | — | 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 | 1,001 | 333.7% | $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 | 960 | 160.0% | $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 | 126 | 22.5% | $8,486 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $4.61万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |