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
KTOS KRATOS DEFENSE SEC SOLUTIO $4.59万0.00%921 39173.8% $1.95万 加仓
LYV LIVE NATION ENTERTAINMENT IN $4.56万0.00%249 -66-21.0% -$1.21万 减仓
RYN RAYONIER INC $4.55万0.00%2,140 2,140— $4.55万 新建仓
— PGIM ROCK ETF TR $4.54万0.00%1,395 00.0% — 不变
— GAMCO NAT RES GOLD INCOME $4.52万0.00%5,545 1172.2% $954 加仓
IAT ISHARES TR $4.51万0.00%725 00.0% — 不变
ECL ECOLAB INC $4.50万0.00%162 -191-54.1% -$5.31万 减仓
ACP ABRDN INCOME CREDIT STRATEGI $4.48万0.00%8,613 3394.1% $1,763 加仓
IBHH ISHARES TR $4.46万0.00%1,898 -682-26.4% -$1.60万 减仓
— ELECTRONIC ARTS INC $4.45万0.00%217 10.5% $205 加仓
J JACOBS SOLUTIONS INC $4.45万0.00%353 -266-43.0% -$3.35万 减仓
CDW CDW CORP $4.44万0.00%316 20.6% $281 加仓
EGP EASTGROUP PPTYS INC $4.44万0.00%219 -7-3.1% -$1,418 减仓
— SUNRISE RLTY TR INC $4.42万0.00%5,598 00.0% — 不变
WTV WISDOMTREE TR $4.41万0.00%434 434— $4.41万 新建仓
IMCG ISHARES TR $4.40万0.00%448 -10-2.2% -$983 减仓
SCHE SCHWAB STRATEGIC TR $4.40万0.00%1,214 10.1% $36 加仓
XYLD GLOBAL X FDS $4.34万0.00%1,065 616137.2% $2.51万 加仓
URNM SPROTT FDS TR $4.34万0.00%825 00.0% — 不变
AGNC AGNC INVT CORP $4.28万0.00%3,922 80025.6% $8,720 加仓
IR INGERSOLL RAND INC $4.25万0.00%519 -210-28.8% -$1.72万 减仓
ISTB ISHARES TR $4.22万0.00%875 -458-34.4% -$2.21万 减仓
CX CEMEX SAB DE CV $4.20万0.00%3,500 00.0% — 不变
LSTR LANDSTAR SYS INC $4.18万0.00%202 00.0% — 不变
PHYS SPROTT PHYSICAL GOLD TR $4.15万0.00%1,377 -15,116-91.7% -$45.60万 减仓
CHW CALAMOS GBL DYN INCOME FUND $4.15万0.00%4,660 00.0% — 不变
NICE NICE LTD $4.14万0.00%456 00.0% — 不变
WEC WEC ENERGY GROUP INC $4.12万0.00%352 -3,153-90.0% -$36.86万 减仓
IESC IES HLDGS INC $4.11万0.00%56 -1-1.8% -$735 减仓
— DIREXION SHS ETF TR $4.10万0.00%513 00.0% — 不变
SPH SUBURBAN PROPANE PARTNERS L $4.09万0.00%2,389 00.0% — 不变
HLN HALEON PLC $4.07万0.00%4,358 3448.6% $3,210 加仓
PCT PURECYCLE TECHNOLOGIES INC $4.05万0.00%5,000 00.0% — 不变
MFSI MFS ACTIVE EXCHANGE TRADED F $4.00万0.00%1,230 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $3.98万0.00%528 00.0% — 不变
TSCO TRACTOR SUPPLY CO $3.97万0.00%1,255 38243.8% $1.21万 加仓
IEP ICAHN ENTERPRISES LP $3.97万0.00%5,500 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC $3.95万0.00%2,023 251.3% $488 加仓
DRS LEONARDO DRS INC $3.93万0.00%921 921— $3.93万 新建仓
XES SPDR SER TR $3.92万0.00%350 -299-46.1% -$3.35万 减仓
FLDR FIDELITY MERRIMACK STR TR $3.92万0.00%782 -125-13.8% -$6,264 减仓
DNP DNP SELECT INCOME FD INC $3.89万0.00%3,605 -2,130-37.1% -$2.30万 减仓
PGC PEAPACK GLADSTONE FINL CORP $3.89万0.00%821 00.0% — 不变
— BOEING CO $3.87万0.00%575 00.0% — 不变
KEY KEYCORP $3.86万0.00%1,676 -64-3.7% -$1,475 减仓
IYR ISHARES TR $3.85万0.00%377 -49-11.5% -$5,008 减仓
HPQ HP INC $3.84万0.00%1,751 -3-0.2% -$66 减仓
FSLR FIRST SOLAR INC $3.82万0.00%162 00.0% — 不变
DOW DOW INC $3.82万0.00%1,395 -3,081-68.8% -$8.43万 减仓
PFM INVESCO EXCHANGE TRADED FD T $3.81万0.00%688 20.3% $111 加仓
ROL ROLLINS INC $3.81万0.00%912 -410-31.0% -$1.71万 减仓
BKR BAKER HUGHES COMPANY $3.80万0.00%684 -23,216-97.1% -$128.82万 减仓
BLBD BLUE BIRD CORP $3.79万0.00%480 425772.7% $3.36万 加仓
ITRI ITRON INC $3.79万0.00%437 -1-0.2% -$87 减仓
ICE INTERCONTINENTAL EXCHANGE IN $3.77万0.00%306 -19-5.8% -$2,343 减仓
BCE BCE INC $3.76万0.00%1,750 00.0% — 不变
DXJ WISDOMTREE TR $3.75万0.00%216 -11-4.8% -$1,909 减仓
SMG SCOTTS MIRACLE GRO CO $3.74万0.00%550 81.5% $545 加仓
WING WINGSTOP INC $3.69万0.00%213 213— $3.69万 新建仓
TYG TORTOISE ENERGY INFRA CORP $3.69万0.00%860 -688-44.4% -$2.95万 减仓
SMR NUSCALE PWR CORP $3.68万0.00%3,673 -1,300-26.1% -$1.30万 减仓
ESE ESCO TECHNOLOGIES INC $3.68万0.00%105 00.0% — 不变
CTVA CORTEVA INC $3.67万0.00%434 -2,946-87.2% -$24.94万 减仓
ARLO ARLO TECHNOLOGIES INC $3.67万0.00%2,726 2,726— $3.67万 新建仓
CVNA CARVANA CO $3.67万0.00%558 5433,620.0% $3.57万 加仓
MNST MONSTER BEVERAGE CORP NEW $3.60万0.00%375 -4,289-92.0% -$41.18万 减仓
FTGS FIRST TR EXCHANGE TRADED FD $3.57万0.00%966 14117.1% $5,217 加仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $3.56万0.00%841 00.0% — 不变
IEX IDEX CORP $3.54万0.00%156 00.0% — 不变
YUMC YUM CHINA HLDGS INC $3.53万0.00%863 00.0% — 不变
SAN BANCO SANTANDER S A $3.53万0.00%2,556 210.8% $290 加仓
VTEC VANGUARD CALIF TAX FREE FDS $3.52万0.00%350 00.0% — 不变
BLOK AMPLIFY ETF TR $3.51万0.00%560 -500-47.2% -$3.13万 减仓
HYMB SPDR SER TR $3.47万0.00%1,366 00.0% — 不变
NUTX NUTEX HEALTH INC $3.47万0.00%203 1942,155.6% $3.32万 加仓
EPR EPR PPTYS $3.47万0.00%598 -6-1.0% -$348 减仓
AVUS AMERICAN CENTY ETF TR $3.45万0.00%269 00.0% — 不变
TROW PRICE T ROWE GROUP INC $3.45万0.00%303 -47-13.4% -$5,344 减仓
TDW TIDEWATER INC NEW $3.44万0.00%516 -6,382-92.5% -$42.52万 减仓
ABNB AIRBNB INC $3.44万0.00%240 -42-14.9% -$6,014 减仓
JAVA J P MORGAN EXCHANGE TRADED F $3.44万0.00%433 10.2% $79 加仓
AIS TIDAL TRUST III $3.41万0.00%400 00.0% — 不变
TVTX TRAVERE THERAPEUTICS INC $3.41万0.00%600 600— $3.41万 新建仓
AIA ISHARES TR $3.40万0.00%240 200500.0% $2.83万 加仓
IIPR INNOVATIVE INDL PPTYS INC $3.38万0.00%546 336160.0% $2.08万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $3.37万0.00%1,228 00.0% — 不变
SNA SNAP ON INC $3.34万0.00%83 -28-25.2% -$1.13万 减仓
XRNPX COHEN STEERS REIT PFD $3.33万0.00%1,639 322.0% $649 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $3.32万0.00%764 12419.4% $5,384 加仓
VIS VANGUARD WORLD FD $3.31万0.00%92 -95-50.8% -$3.42万 减仓
P PURE STORAGE INC $3.30万0.00%419 00.0% — 不变
STE STERIS PLC $3.29万0.00%156 -11-6.6% -$2,316 减仓
MAA MID AMER APT CMNTYS INC $3.27万0.00%235 -9-3.7% -$1,253 减仓
JIRE J P MORGAN EXCHANGE TRADED F $3.27万0.00%396 -3-0.8% -$247 减仓
FLR FLUOR CORP NEW $3.22万0.00%614 -21-3.3% -$1,100 减仓
DFEM DIMENSIONAL ETF TRUST $3.21万0.00%789 456136.9% $1.85万 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $3.20万0.00%338 5519.4% $5,207 加仓
UTHR UNITED THERAPEUTICS CORP DEL $3.20万0.00%59 -250-80.9% -$13.55万 重新持有
AZO AUTOZONE INC $3.20万0.00%10 -20-66.7% -$6.39万 减仓
SLYG SPDR SER TR $3.19万0.00%268 00.0% — 不变