13F 机构持仓

Spire Wealth Management

MCLEAN VA · SEC CIK 0001858740

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.3%
NVDA 3.6%
AAPL 3.3%
AMZN 2.3%
GOOGL 1.8%
VGT 1.8%
MSFT 1.7%
IUSB 1.4%
SPY 1.3%
JBND 1.2%

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
REZI RESIDEO TECHNOLOGIES INC $3.11万0.00%921 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $3.10万0.00%432 30.7% $215 加仓
IGM ISHARES TR $3.09万0.00%261 00.0% — 不变
SSRM SSR MINING IN $3.09万0.00%1,050 505.0% $1,470 加仓
CSL CARLISLE COS INC $3.05万0.00%91 -64-41.3% -$2.14万 减仓
RF REGIONS FINANCIAL CORP NEW $3.04万0.00%1,164 -2-0.2% -$52 减仓
— DIREXION SHS ETF TR $3.02万0.00%800 10014.3% $3,781 加仓
JIRE J P MORGAN EXCHANGE TRADED F $3.02万0.00%399 3904,333.3% $2.95万 加仓
EPR EPR PPTYS $3.02万0.00%604 5810.6% $2,898 加仓
LGLV SPDR SER TR $2.99万0.00%168 00.0% — 不变
AVUS AMERICAN CENTY ETF TR $2.99万0.00%269 00.0% — 不变
MAA MID AMER APT CMNTYS INC $2.99万0.00%244 -2-0.8% -$245 减仓
AEE AMEREN CORP $2.97万0.00%270 10.4% $110 加仓
RDDT REDDIT INC $2.97万0.00%220 -413-65.2% -$5.57万 减仓
FLR FLUOR CORP NEW $2.96万0.00%635 -202-24.1% -$9,423 减仓
IEX IDEX CORP $2.96万0.00%156 5351.5% $1.00万 加仓
ESE ESCO TECHNOLOGIES INC $2.95万0.00%105 105— $2.95万 新建仓
MSCI MSCI INC $2.91万0.00%54 -3,049-98.3% -$164.35万 减仓
— GUGGENHEIM TAXABLE MUNICP BO $2.90万0.00%2,000 1,9423,348.3% $2.82万 重新持有
FSCO FS CREDIT OPPORTUNITIES CORP $2.89万0.00%5,670 00.0% — 不变
PGC PEAPACK GLADSTONE FINL CORP $2.89万0.00%821 00.0% — 不变
JPRE J P MORGAN EXCHANGE TRADED F $2.88万0.00%600 00.0% — 不变
SAN BANCO SANTANDER S A $2.86万0.00%2,535 -114-4.3% -$1,286 减仓
FTGS FIRST TR EXCHANGE TRADED FD $2.81万0.00%825 825— $2.81万 新建仓
— INNOVATOR ETFS TRUST $2.79万0.00%962 00.0% — 不变
BGB BLACKSTONE STRATEGIC CRED 20 $2.79万0.00%2,500 00.0% — 不变
LIT GLOBAL X FDS $2.78万0.00%374 -136-26.7% -$1.01万 减仓
CHD CHURCH DWIGHT CO INC $2.76万0.00%296 238.4% $2,146 加仓
NI NISOURCE INC $2.73万0.00%585 00.0% — 不变
SWBI SMITH WESSON BRANDS INC $2.72万0.00%1,901 160.8% $229 加仓
IESC IES HLDGS INC $2.72万0.00%57 -43-43.0% -$2.05万 重新持有
ARKX ARK ETF TR $2.69万0.00%917 00.0% — 不变
SHAK SHAKE SHACK INC $2.68万0.00%303 -185-37.9% -$1.64万 减仓
CLM CORNERSTONE STRATEGIC INVEST $2.66万0.00%3,660 882.5% $641 加仓
URA GLOBAL X FDS $2.66万0.00%550 300120.0% $1.45万 加仓
— TEVA PHARMACEUTICAL INDS LTD $2.65万0.00%880 -681-43.6% -$2.05万 减仓
REG REGENCY CTRS CORP $2.65万0.00%350 00.0% — 不变
GJAN FIRST TR EXCHNG TRADED FD VI $2.62万0.00%625 00.0% — 不变
LQDH ISHARES U S ETF TR $2.62万0.00%283 00.0% — 不变
— CION INVT CORP $2.61万0.00%3,821 00.0% — 不变
ATRO ASTRONICS CORP $2.61万0.00%391 11843.2% $7,874 加仓
DOCT FIRST TR EXCHNG TRADED FD VI $2.60万0.00%599 00.0% — 不变
IVOG VANGUARD ADMIRAL FDS INC $2.60万0.00%208 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $2.60万0.00%1,701 00.0% — 不变
SLYV SPDR SER TR $2.60万0.00%275 00.0% — 不变
PCT PURECYCLE TECHNOLOGIES INC $2.60万0.00%5,000 5,000— $2.60万 新建仓
INGR INGREDION INC $2.59万0.00%230 00.0% — 不变
SLYG SPDR SER TR $2.59万0.00%268 00.0% — 不变
NYT NEW YORK TIMES CO $2.55万0.00%305 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $2.55万0.00%259 -11-4.1% -$1,083 减仓
RWR SPDR SER TR $2.54万0.00%252 00.0% — 不变
KRG KITE RLTY GROUP TR $2.54万0.00%1,035 00.0% — 不变
MOO VANECK ETF TRUST $2.54万0.00%300 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2.53万0.00%264 00.0% — 不变
EIX EDISON INTL $2.53万0.00%346 9537.8% $6,953 加仓
ETH GRAYSCALE ETHEREUM MINI TR E $2.52万0.00%1,271 1,001370.7% $1.99万 加仓
BAB INVESCO EXCH TRADED FD TR II $2.52万0.00%934 00.0% — 不变
PCG PG E CORP $2.52万0.00%1,433 -111-7.2% -$1,950 减仓
FMF FIRST TR EXCHANGE TRADED FD $2.51万0.00%495 21878.7% $1.10万 加仓
PBA PEMBINA PIPELINE CORP $2.49万0.00%557 30.5% $134 加仓
MUR MURPHY OIL CORP $2.49万0.00%604 00.0% — 不变
BEP BROOKFIELD RENEWABLE PARTNER $2.49万0.00%763 50.7% $163 加仓
TTWO TAKE TWO INTERACTIVE SOFTWAR $2.49万0.00%126 21.6% $395 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $2.49万0.00%500 -100-16.7% -$4,972 减仓
TXT TEXTRON INC $2.48万0.00%283 -6-2.1% -$525 减仓
P PURE STORAGE INC $2.47万0.00%419 -1-0.2% -$59 减仓
LNTH LANTHEUS HLDGS INC $2.47万0.00%326 -256-44.0% -$1.94万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $2.47万0.00%640 640— $2.47万 新建仓
FOXA FOX CORP $2.46万0.00%422 30.7% $175 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $2.46万0.00%283 283— $2.46万 新建仓
LEA LEAR CORP $2.42万0.00%200 -51-20.3% -$6,175 减仓
NRP NATURAL RESOURCE PARTNERS L $2.42万0.00%200 00.0% — 重新持有
AER AERCAP HOLDINGS NV $2.41万0.00%176 8083.3% $1.10万 加仓
KOD KODIAK SCIENCES INC $2.41万0.00%633 00.0% — 不变
HWKN HAWKINS INC $2.41万0.00%157 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $2.40万0.00%627 00.0% — 不变
UTEN RBB FD INC $2.38万0.00%547 00.0% — 不变
FFSM FIDELITY COVINGTON TRUST $2.37万0.00%743 16929.4% $5,400 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $2.37万0.00%425 00.0% — 不变
— WEBSTER FINL CORP $2.35万0.00%339 00.0% — 不变
— ADVANCED FLOWER CAP INC $2.34万0.00%8,300 -500-5.7% -$1,410 减仓
VMRK EQUITY RESIDENTIAL $2.34万0.00%396 6419.3% $3,782 加仓
AMSF AMERISAFE INC $2.33万0.00%700 00.0% — 不变
QS QUANTUMSCAPE CORP $2.33万0.00%3,650 1,00037.7% $6,380 加仓
IGHG PROSHARES TR $2.32万0.00%299 00.0% — 不变
DKNG DRAFTKINGS INC NEW $2.32万0.00%1,073 10611.0% $2,292 加仓
TAP MOLSON COORS BEVERAGE CO $2.31万0.00%537 -518-49.1% -$2.23万 减仓
CTRE CARETRUST REIT INC $2.27万0.00%618 -3-0.5% -$110 减仓
FELE FRANKLIN ELEC INC $2.26万0.00%245 -101-29.2% -$9,309 减仓
NTES NETEASE INC $2.24万0.00%200 -236-54.1% -$2.64万 减仓
ANAB ANAPTYSBIO INC $2.22万0.00%400 400— $2.22万 新建仓
CLH CLEAN HARBORS INC $2.22万0.00%77 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $2.21万0.00%846 -209-19.8% -$5,451 减仓
APTV APTIV PLC $2.19万0.00%315 -1-0.3% -$69 减仓
XYL XYLEM INC $2.19万0.00%183 -27-12.9% -$3,227 减仓
TSLL DIREXION SHS ETF TR $2.19万0.00%1,800 -70-3.7% -$850 减仓
ITT ITT INC $2.18万0.00%115 -14-10.9% -$2,659 减仓
HAS HASBRO INC $2.18万0.00%233 10.4% $94 加仓
HAP VANECK ETF TRUST $2.17万0.00%300 00.0% — 不变
— ISHARES TR $2.17万0.00%757 524224.9% $1.50万 加仓