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
JGRO J P MORGAN EXCHANGE TRADED F $2.34万0.00%237 00.0% — 不变
GLP GLOBAL PARTNERS LP $2.33万0.00%500 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $2.33万0.00%138 106331.2% $1.79万 加仓
VTEI VANGUARD MUN BD FDS $2.32万0.00%230 200666.7% $2.02万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $2.31万0.00%450 00.0% — 不变
— DIREXION SHS ETF TR $2.31万0.00%500 -300-37.5% -$1.39万 减仓
COKE COCA COLA CONS INC $2.29万0.00%120 -150-55.6% -$2.86万 减仓
ITT ITT INC $2.27万0.00%115 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.27万0.00%334 -62-15.7% -$4,212 减仓
EFX EQUIFAX INC $2.26万0.00%142 2622.4% $4,132 加仓
REGN REGENERON PHARMACEUTICALS $2.24万0.00%36 -35-49.3% -$2.18万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $2.24万0.00%892 26642.5% $6,672 加仓
HWKN HAWKINS INC $2.23万0.00%157 00.0% — 不变
ASTS AST SPACEMOBILE INC $2.22万0.00%250 250— $2.22万 新建仓
ALB ALBEMARLE CORP $2.20万0.00%163 -21,667-99.3% -$292.92万 减仓
TGTX TG THERAPEUTICS INC $2.20万0.00%400 00.0% — 不变
SPEU SPDR INDEX SHS FDS $2.20万0.00%400 -19-4.5% -$1,043 减仓
BITO PROSHARES TR $2.20万0.00%2,751 -598-17.9% -$4,772 减仓
FVAL FIDELITY COVINGTON TRUST $2.19万0.00%282 10.4% $78 加仓
BNL BROADSTONE NET LEASE INC $2.17万0.00%1,051 151.4% $310 加仓
PDM PIEDMONT OFFICE REALTY TR IN $2.17万0.00%2,372 00.0% — 不变
DGRW WISDOMTREE TR $2.16万0.00%226 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $2.15万0.00%240 -8-3.2% -$716 减仓
STZ CONSTELLATION BRANDS INC $2.14万0.00%154 -88-36.4% -$1.22万 减仓
CR CRANE COMPANY $2.14万0.00%96 00.0% — 不变
NYT NEW YORK TIMES CO $2.13万0.00%305 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2.13万0.00%550 24781.5% $9,567 加仓
XYL XYLEM INC $2.12万0.00%179 -4-2.2% -$473 减仓
WTFC WINTRUST FINL CORP $2.11万0.00%131 -8-5.8% -$1,286 减仓
SRE SEMPRA $2.10万0.00%227 -210-48.1% -$1.95万 减仓
OGE OGE ENERGY CORP $2.10万0.00%431 4071,695.8% $1.98万 加仓
BIP BROOKFIELD INFRAST PARTNERS $2.09万0.00%572 71.2% $255 加仓
INCY INCYTE CORP $2.07万0.00%183 -3,304-94.8% -$37.45万 减仓
XVV ISHARES TR $2.07万0.00%365 00.0% — 不变
— DIREXION SHS ETF TR $2.06万0.00%1,959 100.5% $105 加仓
HAP VANECK ETF TRUST $2.06万0.00%300 00.0% — 不变
DES WISDOMTREE TR $2.03万0.00%500 00.0% — 不变
RSPU INVESCO EXCHANGE TRADED FD T $2.03万0.00%250 00.0% — 不变
AOM ISHARES TR $2.02万0.00%405 00.0% — 不变
EWY ISHARES INC $2.02万0.00%100 00.0% — 不变
AA ALCOA CORP $2.00万0.00%384 -554-59.1% -$2.89万 减仓
— SPDR SER TR $2.00万0.00%167 167— $2.00万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $2.00万0.00%1,150 -2,425-67.8% -$4.21万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $1.99万0.00%200 -5-2.4% -$497 减仓
— GLOBAL X FDS $1.99万0.00%450 -500-52.6% -$2.21万 减仓
— FIRST TR EXCHANGE TRADED FD $1.98万0.00%500 00.0% — 不变
ENFR ALPS ETF TR $1.98万0.00%519 51.0% $190 加仓
ICOP ISHARES TR $1.97万0.00%400 00.0% — 不变
MUR MURPHY OIL CORP $1.97万0.00%604 00.0% — 不变
QS QUANTUMSCAPE CORP $1.97万0.00%2,600 -1,050-28.8% -$7,938 减仓
FEZ SPDR INDEX SHS FDS $1.95万0.00%284 -3,297-92.1% -$22.67万 减仓
BFS SAUL CTRS INC $1.91万0.00%512 00.0% — 不变
ETH GRAYSCALE ETHEREUM MINI TR E $1.91万0.00%1,271 00.0% — 不变
— INVESCO CURRENCYSHARES SWISS $1.91万0.00%175 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $1.90万0.00%50 50— $1.90万 新建仓
EVER EVERQUOTE INC $1.90万0.00%799 23240.9% $5,519 重新持有
ACGL ARCH CAP GROUP LTD $1.90万0.00%195 -69-26.1% -$6,706 减仓
SHAK SHAKE SHACK INC $1.89万0.00%337 3411.2% $1,905 加仓
CMC COMMERCIAL METALS CO $1.88万0.00%300 00.0% — 不变
DUOL DUOLINGO INC $1.87万0.00%163 163— $1.87万 新建仓
SHYM BLACKROCK ETF TRUST II $1.87万0.00%833 607.8% $1,347 加仓
— FLAHERTY CRUMRINE DYNAMIC $1.86万0.00%900 900— $1.86万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $1.85万0.00%172 00.0% — 不变
LUNR INTUITIVE MACHINES INC $1.85万0.00%866 8161,632.0% $1.74万 加仓
— QORVO INC $1.85万0.00%198 1881,880.0% $1.75万 加仓
NEXA NEXA RES S A $1.84万0.00%1,500 1,500— $1.84万 新建仓
CINF CINCINNATI FINL CORP $1.83万0.00%99 00.0% — 不变
FBRT FRANKLIN BSP RLTY TR INC $1.82万0.00%2,240 00.0% — 不变
PDX PIMCO DYNAMIC INCOME STRATEG $1.82万0.00%875 00.0% — 不变
MMSI MERIT MED SYS INC $1.82万0.00%262 262— $1.82万 新建仓
DOCT FIRST TR EXCHNG TRADED FD VI $1.82万0.00%389 -210-35.1% -$9,803 减仓
KNSA KINIKSA PHARMACEUTICALS INTL $1.81万0.00%283 283— $1.81万 新建仓
EMBJ EMBRAER S A $1.80万0.00%282 -31-9.9% -$1,978 减仓
— FIDELITY MERRIMACK STR TR $1.80万0.00%381 339.5% $1,556 加仓
MRSH MARSH MCLENNAN COS INC $1.79万0.00%108 -11,063-99.0% -$183.72万 减仓
WWD WOODWARD INC $1.79万0.00%42 00.0% — 不变
IWMI NEOS ETF TRUST $1.77万0.00%332 12258.1% $6,520 加仓
APA APA CORPORATION $1.77万0.00%543 -14,859-96.5% -$48.40万 减仓
BCX BLACKROCK RES COMMODITIES $1.77万0.00%1,563 281.8% $317 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $1.76万0.00%551 8117.2% $2,591 加仓
VCYT VERACYTE INC $1.76万0.00%300 300— $1.76万 新建仓
JOET VIRTUS ETF TR II $1.74万0.00%375 00.0% — 不变
— BLACKROCK TCP CAPITAL CORP $1.74万0.00%5,165 2114.3% $709 加仓
CCI CROWN CASTLE INC $1.73万0.00%229 -14-5.8% -$1,059 减仓
INGR INGREDION INC $1.72万0.00%182 -48-20.9% -$4,546 减仓
ATRC ATRICURE INC $1.72万0.00%616 616— $1.72万 新建仓
— PROSHARES TR II $1.72万0.00%300 -501-62.5% -$2.87万 减仓
SPB SPECTRUM BRANDS HLDGS INC NE $1.72万0.00%200 -1-0.5% -$86 减仓
TAP MOLSON COORS BEVERAGE CO $1.71万0.00%440 -97-18.1% -$3,779 减仓
NXT NEXTRACKER INC $1.71万0.00%144 -38,128-99.6% -$452.69万 减仓
WT WISDOMTREE INC $1.69万0.00%1,000 1,000— $1.69万 新建仓
BN BROOKFIELD CORP $1.69万0.00%396 -13-3.2% -$554 减仓
XT ISHARES TR $1.69万0.00%204 00.0% — 不变
LEU CENTRUS ENERGY CORP $1.68万0.00%100 -15-13.0% -$2,518 减仓
AIR AAR CORP $1.67万0.00%117 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.67万0.00%439 00.0% — 不变
MFC MANULIFE FINL CORP $1.67万0.00%411 -1,885-82.1% -$7.64万 减仓
BGC BGC GROUP INC $1.65万0.00%1,544 30.2% $32 加仓
TMDX TRANSMEDICS GROUP INC $1.65万0.00%248 -1,988-88.9% -$13.20万 重新持有
IXP ISHARES TR $1.65万0.00%146 00.0% — 不变