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 |
|---|---|---|---|---|---|---|---|---|
| BCE | BCE INC | $4.42万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $4.41万 | 0.00% | 271 | -632 | -70.0% | -$10.28万 | 减仓 |
| — | ELECTRONIC ARTS INC | $4.40万 | 0.00% | 216 | 1 | 0.5% | $204 | 加仓 |
| MTB | M T BK CORP | $4.38万 | 0.00% | 212 | -16 | -7.0% | -$3,308 | 减仓 |
| HEGD | LISTED FD TR | $4.37万 | 0.00% | 1,771 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $4.34万 | 0.00% | 455 | -175 | -27.8% | -$1.67万 | 减仓 |
| IJT | ISHARES TR | $4.34万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $4.34万 | 0.00% | 835 | 220 | 35.8% | $1.14万 | 加仓 |
| — | VOYA GLBL EQTY DIV PREM OP | $4.34万 | 0.00% | 7,611 | 105 | 1.4% | $598 | 加仓 |
| ACHR | ARCHER AVIATION INC | $4.32万 | 0.00% | 8,362 | -1,344 | -13.8% | -$6,949 | 减仓 |
| — | SUNRISE RLTY TR INC | $4.29万 | 0.00% | 5,598 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $4.25万 | 0.00% | 437 | 155 | 55.0% | $1.51万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.22万 | 0.00% | 537 | 422 | 367.0% | $3.32万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $4.22万 | 0.00% | 8,274 | 324 | 4.1% | $1,652 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $4.21万 | 0.00% | 863 | -42 | -4.6% | -$2,049 | 减仓 |
| SPHY | SPDR SER TR | $4.20万 | 0.00% | 1,801 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $4.18万 | 0.00% | 226 | -9 | -3.8% | -$1,666 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $4.17万 | 0.00% | 831 | 320 | 62.6% | $1.60万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $4.16万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $4.16万 | 0.00% | 694 | -39 | -5.3% | -$2,339 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $4.15万 | 0.00% | 5,500 | -1,060 | -16.2% | -$8,003 | 减仓 |
| — | PGIM ROCK ETF TR | $4.13万 | 0.00% | 1,395 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4.12万 | 0.00% | 1,832 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $4.12万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK DECKER INC | $4.09万 | 0.00% | 576 | -3 | -0.5% | -$213 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4.03万 | 0.00% | 296 | -5 | -1.7% | -$681 | 减仓 |
| SNA | SNAP ON INC | $4.03万 | 0.00% | 111 | -1 | -0.9% | -$363 | 减仓 |
| IYR | ISHARES TR | $4.03万 | 0.00% | 426 | -1,148 | -72.9% | -$10.86万 | 减仓 |
| HEI/A | HEICO CORP NEW | $4.02万 | 0.00% | 190 | -13 | -6.4% | -$2,750 | 减仓 |
| HLN | HALEON PLC | $4.02万 | 0.00% | 4,014 | -135 | -3.3% | -$1,351 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $4.01万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4.01万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV | $4.00万 | 0.00% | 3,500 | 363 | 11.6% | $4,153 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $4.00万 | 0.00% | 1,213 | -191 | -13.6% | -$6,293 | 减仓 |
| ALLY | ALLY FINL INC | $3.97万 | 0.00% | 1,013 | -230 | -18.5% | -$9,023 | 减仓 |
| HEI | HEICO CORP NEW | $3.96万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $3.96万 | 0.00% | 503 | -2 | -0.4% | -$157 | 减仓 |
| FISV | FISERV INC | $3.96万 | 0.00% | 709 | -4,116 | -85.3% | -$22.97万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $3.96万 | 0.00% | 873 | -2 | -0.2% | -$91 | 减仓 |
| GIS | GENERAL MLS INC | $3.95万 | 0.00% | 1,061 | -214 | -16.8% | -$7,965 | 减仓 |
| PPL | PPL CORP | $3.94万 | 0.00% | 1,032 | -40 | -3.7% | -$1,528 | 减仓 |
| ITRI | ITRON INC | $3.93万 | 0.00% | 438 | 438 | — | $3.93万 | 新建仓 |
| IAT | ISHARES TR | $3.90万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $3.90万 | 0.00% | 180 | -641 | -78.1% | -$13.89万 | 减仓 |
| IBMP | ISHARES TR | $3.88万 | 0.00% | 1,527 | -2,867 | -65.2% | -$7.29万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.85万 | 0.00% | 197 | 118 | 149.4% | $2.31万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $3.84万 | 0.00% | 1,998 | 25 | 1.3% | $481 | 加仓 |
| MP | MP MATERIALS CORP | $3.83万 | 0.00% | 794 | 200 | 33.7% | $9,652 | 加仓 |
| IDGT | ISHARES TR | $3.81万 | 0.00% | 390 | 50 | 14.7% | $4,889 | 加仓 |
| CDW | CDW CORP | $3.80万 | 0.00% | 314 | 2 | 0.6% | $242 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.80万 | 0.00% | 201 | 133 | 195.6% | $2.51万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $3.77万 | 0.00% | 677 | -110,951 | -99.4% | -$618.42万 | 减仓 |
| — | COHEN CO INC NEW | $3.77万 | 0.00% | 2,500 | -2,000 | -44.4% | -$3.02万 | 减仓 |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $3.74万 | 0.00% | 530 | -405 | -43.3% | -$2.86万 | 减仓 |
| — | BOEING CO | $3.73万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $3.69万 | 0.00% | 167 | -7 | -4.0% | -$1,548 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $3.68万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $3.67万 | 0.00% | 801 | 300 | 59.9% | $1.37万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3.66万 | 0.00% | 1,230 | 1,230 | — | $3.66万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $3.64万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.63万 | 0.00% | 242 | -72 | -22.9% | -$1.08万 | 减仓 |
| IMCG | ISHARES TR | $3.61万 | 0.00% | 458 | 360 | 367.3% | $2.84万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $3.60万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $3.60万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $3.57万 | 0.00% | 577 | -50 | -8.0% | -$3,095 | 减仓 |
| SLDP | SOLID POWER INC | $3.56万 | 0.00% | 11,879 | 1,000 | 9.2% | $3,000 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.56万 | 0.00% | 514 | 150 | 41.2% | $1.04万 | 加仓 |
| ABNB | AIRBNB INC | $3.56万 | 0.00% | 282 | -56 | -16.6% | -$7,076 | 减仓 |
| SHYG | ISHARES TRUST 0-5YR HIGH YIELD CORP BD I | $3.56万 | 0.00% | 841 | -87 | -9.4% | -$3,679 | 减仓 |
| SLVP | ISHARES INC | $3.55万 | 0.00% | 1,000 | 1,000 | — | $3.55万 | 新建仓 |
| DXCM | DEXCOM INC | $3.51万 | 0.00% | 559 | -14 | -2.4% | -$879 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $3.50万 | 0.00% | 686 | 3 | 0.4% | $153 | 加仓 |
| KEY | KEYCORP | $3.49万 | 0.00% | 1,740 | -14 | -0.8% | -$281 | 减仓 |
| — | THOMSON REUTERS CORP | $3.48万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC N | $3.48万 | 0.00% | 161 | -15 | -8.5% | -$3,238 | 减仓 |
| ENS | ENERSYS | $3.47万 | 0.00% | 200 | 120 | 150.0% | $2.08万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $3.47万 | 0.00% | 1,152 | -318 | -21.6% | -$9,578 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $3.47万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $3.43万 | 0.00% | 377 | -888 | -70.2% | -$8.09万 | 减仓 |
| IONQ | IONQ INC | $3.40万 | 0.00% | 1,181 | -375 | -24.1% | -$1.08万 | 减仓 |
| HYMB | SPDR SER TR | $3.39万 | 0.00% | 1,366 | 1,197 | 708.3% | $2.97万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $3.38万 | 0.00% | 4,660 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $3.38万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3.37万 | 0.00% | 1,754 | -912 | -34.2% | -$1.75万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $3.33万 | 0.00% | 1,228 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $3.30万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE GRO CO | $3.29万 | 0.00% | 542 | 5 | 0.9% | $304 | 加仓 |
| — | EA SERIES TRUST | $3.26万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $3.24万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHS ETF TR | $3.24万 | 0.00% | 513 | 1 | 0.2% | $63 | 加仓 |
| EFAV | ISHARES TR | $3.23万 | 0.00% | 353 | 36 | 11.4% | $3,289 | 加仓 |
| — | GLOBAL X FDS | $3.21万 | 0.00% | 1,040 | 4 | 0.4% | $124 | 加仓 |
| FSLR | FIRST SOLAR INC | $3.20万 | 0.00% | 162 | -27,353 | -99.4% | -$539.56万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES | $3.19万 | 0.00% | 6,000 | 2,000 | 50.0% | $1.06万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3.18万 | 0.00% | 846 | 17 | 2.1% | $639 | 加仓 |
| XRNPX | COHEN STEERS REIT PFD | $3.17万 | 0.00% | 1,607 | 32 | 2.0% | $632 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $3.17万 | 0.00% | 178 | -25 | -12.3% | -$4,456 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $3.16万 | 0.00% | 350 | -38 | -9.8% | -$3,426 | 减仓 |
| AGNC | AGNC INVT CORP | $3.13万 | 0.00% | 3,122 | -50 | -1.6% | -$502 | 减仓 |
| BITO | PROSHARES TR | $3.12万 | 0.00% | 3,349 | -1,000 | -23.0% | -$9,311 | 减仓 |