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
ARKW ARK ETF TR $2.17万0.00%180 00.0% — 不变
DNOV FIRST TR EXCHNG TRADED FD VI $2.16万0.00%450 00.0% — 不变
SPEU SPDR INDEX SHS FDS $2.15万0.00%419 00.0% — 不变
— ENVIRI CORP $2.14万0.00%1,089 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $2.12万0.00%598 598— $2.12万 新建仓
— EAGLE POINT CREDIT COMPANY I $2.11万0.00%5,600 4,300330.8% $1.62万 加仓
GLP GLOBAL PARTNERS LP $2.10万0.00%500 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $2.09万0.00%72 -9-11.1% -$2,616 减仓
EFX EQUIFAX INC $2.09万0.00%116 3543.2% $6,303 加仓
FUTY FIDELITY COVINGTON TRUST $2.08万0.00%353 164.7% $944 加仓
SIRI SIRIUSXM HOLDINGS INC $2.06万0.00%894 -1,209-57.5% -$2.79万 减仓
NIO NIO INC $2.05万0.00%3,400 00.0% — 不变
HR HEALTHCARE RLTY TR $2.05万0.00%1,205 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $2.04万0.00%248 -891-78.2% -$7.34万 减仓
BIP BROOKFIELD INFRAST PARTNERS $2.04万0.00%565 71.3% $253 加仓
CSGP COSTAR GROUP INC $2.03万0.00%503 -7,284-93.5% -$29.38万 减仓
RSPU INVESCO EXCHANGE TRADED FD T $2.03万0.00%250 -50-16.7% -$4,054 减仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $2.03万0.00%2,200 00.0% — 不变
WLK WESTLAKE CORPORATION $2.01万0.00%172 -134-43.8% -$1.57万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $2.00万0.00%237 2511.8% $2,113 加仓
LEU CENTRUS ENERGY CORP $2.00万0.00%115 1515.0% $2,604 加仓
SSD SIMPSON MFG INC $1.99万0.00%116 00.0% — 不变
DGRW WISDOMTREE TR $1.99万0.00%226 00.0% — 不变
CCI CROWN CASTLE INC $1.98万0.00%243 -232-48.8% -$1.89万 减仓
CUZ COUSINS PPTYS INC $1.97万0.00%875 50.6% $113 加仓
— DIREXION SHS ETF TR $1.96万0.00%700 -1,200-63.2% -$3.37万 减仓
ENFR ALPS ETF TR $1.96万0.00%514 61.2% $229 加仓
FVAL FIDELITY COVINGTON TRUST $1.95万0.00%281 -3-1.1% -$209 减仓
DECK DECKERS OUTDOOR CORP $1.94万0.00%194 -1,870-90.6% -$18.72万 减仓
TDY TELEDYNE TECHNOLOGIES INC $1.94万0.00%32 28700.0% $1.69万 加仓
— INVESCO CURRENCYSHARES SWISS $1.93万0.00%175 175— $1.93万 新建仓
WTFC WINTRUST FINL CORP $1.93万0.00%139 1613.0% $2,223 加仓
PDX PIMCO DYNAMIC INCOME STRATEG $1.93万0.00%875 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.93万0.00%205 00.0% — 不变
— DBX ETF TR $1.93万0.00%398 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $1.92万0.00%500 00.0% — 不变
AOM ISHARES TR $1.92万0.00%405 00.0% — 不变
MKL MARKEL GROUP INC $1.91万0.00%10 -8-44.4% -$1.53万 减仓
NOK NOKIA CORP $1.91万0.00%2,373 -3,869-62.0% -$3.11万 减仓
AMRX AMNEAL PHARMACEUTICALS INC $1.91万0.00%1,535 -1,023-40.0% -$1.27万 减仓
ICOP ISHARES TR $1.90万0.00%400 00.0% — 不变
FBRT FRANKLIN BSP RLTY TR INC $1.90万0.00%2,240 00.0% — 不变
BNL BROADSTONE NET LEASE INC $1.89万0.00%1,036 161.6% $292 加仓
ALC ALCON AG $1.89万0.00%251 00.0% — 不变
CLX CLOROX CO DEL $1.88万0.00%182 -12-6.2% -$1,241 减仓
GSEW GOLDMAN SACHS ETF TR $1.87万0.00%221 -385-63.5% -$3.26万 减仓
DOX AMDOCS LTD $1.87万0.00%286 3915.8% $2,545 加仓
GRMN GARMIN LTD $1.86万0.00%80 11.3% $233 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.86万0.00%303 -72,715-99.6% -$446.13万 减仓
EMBJ EMBRAER S A $1.86万0.00%313 00.0% — 不变
BBDC BARINGS BDC INC $1.85万0.00%2,248 -1,400-38.4% -$1.15万 减仓
BCX BLACKROCK RES COMMODITIES $1.85万0.00%1,535 251.7% $301 加仓
CMC COMMERCIAL METALS CO $1.84万0.00%300 -153-33.8% -$9,399 减仓
PALL ABRDN PALLADIUM ETF TRUST $1.82万0.00%135 -75-35.7% -$1.01万 减仓
MGM MGM RESORTS INTERNATIONAL $1.82万0.00%491 322190.5% $1.19万 加仓
HUBB HUBBELL INC $1.82万0.00%37 -1-2.6% -$491 减仓
DES WISDOMTREE TR $1.80万0.00%500 00.0% — 不变
XVV ISHARES TR $1.80万0.00%365 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $1.79万0.00%46 -89-65.9% -$3.47万 减仓
OMC OMNICOM GROUP INC $1.79万0.00%238 -88-27.0% -$6,628 减仓
— DIREXION SHS ETF TR $1.79万0.00%800 800— $1.79万 新建仓
— BLACKROCK TCP CAPITAL CORP $1.79万0.00%4,954 -234-4.5% -$845 减仓
HTGC HERCULES CAPITAL INC $1.78万0.00%1,205 00.0% — 不变
MAIN MAIN STR CAP CORP $1.77万0.00%334 -582-63.5% -$3.08万 减仓
XLB SELECT SECTOR SPDR TR $1.76万0.00%352 -57-13.9% -$2,851 减仓
BIIB BIOGEN INC $1.76万0.00%96 -63-39.6% -$1.16万 减仓
XYLD GLOBAL X FDS $1.76万0.00%449 -400-47.1% -$1.57万 减仓
MARA MARA HOLDINGS INC $1.75万0.00%2,145 150.7% $122 加仓
FLS FLOWSERVE CORP $1.73万0.00%236 -6-2.5% -$441 减仓
MCHP MICROCHIP TECHNOLOGY INC $1.73万0.00%267 -2-0.7% -$129 减仓
— FIRST TR EXCHANGE TRADED FD $1.71万0.00%500 500— $1.71万 新建仓
SHYM BLACKROCK ETF TRUST II $1.70万0.00%773 00.0% — 不变
GGG GRACO INC $1.69万0.00%200 31.5% $254 加仓
SRAD SPORTRADAR GROUP AG $1.69万0.00%1,009 -9,620-90.5% -$16.10万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $1.69万0.00%1,758 1,758— $1.69万 新建仓
AIS TIDAL TRUST III $1.68万0.00%400 00.0% — 不变
IXP ISHARES TR $1.67万0.00%146 -29-16.6% -$3,326 减仓
RYLD GLOBAL X FDS $1.67万0.00%1,120 00.0% — 不变
— DIREXION SHS ETF TR $1.67万0.00%1,949 110.6% $94 加仓
BFS SAUL CTRS INC $1.67万0.00%512 00.0% — 不变
BN BROOKFIELD CORP $1.65万0.00%409 -479-53.9% -$1.94万 减仓
OVV OVINTIV INC $1.64万0.00%277 155.7% $890 加仓
HESM HESS MIDSTREAM LP $1.64万0.00%422 81.9% $311 加仓
CR CRANE COMPANY $1.64万0.00%96 00.0% — 不变
— FIDELITY MERRIMACK STR TR $1.64万0.00%348 -102-22.7% -$4,807 减仓
RAAX VANECK ETF TRUST $1.63万0.00%400 400— $1.63万 新建仓
THC TENET HEALTHCARE CORP $1.62万0.00%86 -46-34.8% -$8,681 减仓
LVHI LEGG MASON ETF INVT $1.62万0.00%400 400— $1.62万 新建仓
CLMT CALUMET INC $1.62万0.00%450 00.0% — 不变
SERV SERVE ROBOTICS INC $1.61万0.00%1,910 1,610536.7% $1.36万 加仓
IEO ISHARES TR $1.58万0.00%127 10.8% $125 加仓
KNSL KINSALE CAP GROUP INC $1.57万0.00%46 -11-19.3% -$3,765 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $1.57万0.00%626 71.1% $175 加仓
SCHI SCHWAB STRATEGIC TR $1.57万0.00%691 -114-14.2% -$2,585 减仓
PDM PIEDMONT OFFICE REALTY TR IN $1.56万0.00%2,372 -1,940-45.0% -$1.27万 减仓
CINF CINCINNATI FINL CORP $1.56万0.00%99 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1.55万0.00%172 -89-34.1% -$8,020 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $1.55万0.00%510 40.8% $121 加仓
NGG NATIONAL GRID PLC $1.54万0.00%182 -33-15.3% -$2,792 减仓
ICVT ISHARES TR $1.54万0.00%151 -159-51.3% -$1.62万 减仓