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
KDP KEURIG DR PEPPER INC $1.54万0.00%583 -1,038-64.0% -$2.73万 减仓
EPAM EPAM SYS INC $1.53万0.00%113 2528.4% $3,385 加仓
ABEV AMBEV SA $1.52万0.00%5,192 -9,579-64.9% -$2.80万 减仓
XOP SPDR SER TR $1.51万0.00%83 -67-44.7% -$1.22万 减仓
BGC BGC GROUP INC $1.51万0.00%1,541 -1,877-54.9% -$1.84万 减仓
WWD WOODWARD INC $1.50万0.00%42 00.0% — 不变
JOET VIRTUS ETF TR II $1.50万0.00%375 00.0% — 不变
SNN SMITH NEPHEW PLC $1.50万0.00%472 00.0% — 不变
FLTB FIDELITY MERRIMACK STR TR $1.49万0.00%297 -397-57.2% -$2.00万 减仓
BBAX J P MORGAN EXCHANGE TRADED F $1.49万0.00%251 00.0% — 不变
BG BUNGE GLOBAL SA $1.49万0.00%117 -562-82.8% -$7.15万 减仓
SPB SPECTRUM BRANDS HLDGS INC NE $1.48万0.00%201 150294.1% $1.11万 加仓
SEIC SEI INVTS CO $1.48万0.00%188 00.0% — 不变
AFL AFLAC INC $1.47万0.00%134 -3-2.2% -$329 减仓
DLTR DOLLAR TREE INC $1.47万0.00%134 1512.6% $1,643 加仓
IGRO ISHARES TR $1.47万0.00%175 -30-14.6% -$2,513 减仓
CRUS CIRRUS LOGIC INC $1.46万0.00%101 101— $1.46万 新建仓
HUM HUMANA INC $1.46万0.00%84 -256-75.3% -$4.45万 减仓
NVDL GRANITESHARES ETF TR $1.45万0.00%200 -30-13.0% -$2,177 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $1.44万0.00%779 -14-1.8% -$259 减仓
FICO FAIR ISAAC CORP $1.44万0.00%14 00.0% — 不变
STEP STEPSTONE GROUP INC $1.43万0.00%300 -500-62.5% -$2.39万 减仓
RS RELIANCE INC $1.43万0.00%47 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.42万0.00%439 -85-16.2% -$2,756 减仓
FOX FOX CORP $1.42万0.00%267 -2-0.7% -$106 减仓
XTL SPDR SER TR $1.41万0.00%75 1831.6% $3,385 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $1.41万0.00%470 -1,268-73.0% -$3.80万 减仓
LYB LYONDELLBASELL INDUSTRIES N $1.40万0.00%174 -193-52.6% -$1.55万 减仓
SONY SONY GROUP CORP $1.40万0.00%675 -13-1.9% -$269 减仓
XT ISHARES TR $1.39万0.00%204 -216-51.4% -$1.47万 减仓
XETYX EATON VANCE TAX MANAGED DIVE $1.38万0.00%1,000 00.0% — 不变
— ISHARES ETHEREUM TR $1.38万0.00%870 -1,332-60.5% -$2.11万 减仓
OI O I GLASS INC $1.37万0.00%1,300 -1,760-57.5% -$1.85万 减仓
AVY AVERY DENNISON CORP $1.36万0.00%79 -2-2.5% -$345 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.36万0.00%627 -838-57.2% -$1.82万 减仓
GNL GLOBAL NET LEASE INC $1.35万0.00%1,446 00.0% — 不变
CHWY CHEWY INC $1.35万0.00%500 -3-0.6% -$81 减仓
KGC KINROSS GOLD CORP $1.35万0.00%441 -600-57.6% -$1.83万 减仓
IOT SAMSARA INC $1.34万0.00%424 -1,125-72.6% -$3.57万 减仓
TFI SPDR SER TR $1.34万0.00%295 5120.9% $2,312 加仓
— INNOVATOR ETFS TRUST $1.34万0.00%400 00.0% — 不变
TGTX TG THERAPEUTICS INC $1.33万0.00%400 00.0% — 不变
CSWC CAPITAL SOUTHWEST CORP $1.33万0.00%600 00.0% — 不变
VIV TELEFONICA BRASIL SA $1.32万0.00%829 00.0% — 不变
SANM SANMINA CORPORATION $1.31万0.00%101 00.0% — 不变
BCS BARCLAYS PLC $1.30万0.00%616 616— $1.30万 新建仓
WST WEST PHARMACEUTICAL SVSC INC $1.30万0.00%52 -36-40.9% -$9,023 减仓
IHE ISHARES TR $1.30万0.00%150 00.0% — 不变
EEMV ISHARES INC $1.29万0.00%199 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDG L $1.29万0.00%688 8814.7% $1,645 加仓
RGA REINSURANCE GRP OF AMERICA I $1.29万0.00%63 00.0% — 不变
AIR AAR CORP $1.28万0.00%117 10.9% $109 加仓
DSTL ETF SER SOLUTIONS $1.28万0.00%221 -194-46.7% -$1.12万 减仓
TFSL TFS FINL CORP $1.28万0.00%909 182.0% $253 加仓
FXR FIRST TR EXCHANGE TRADED FD $1.28万0.00%156 00.0% — 不变
EUSB ISHARES TR $1.27万0.00%293 00.0% — 不变
XSW SPDR SER TR $1.27万0.00%89 00.0% — 不变
— NEXTNAV INC $1.27万0.00%2,000 00.0% — 不变
WRB BERKLEY W R CORP $1.27万0.00%191 -4-2.1% -$265 减仓
GSID GOLDMAN SACHS ETF TR $1.26万0.00%180 180— $1.26万 新建仓
— INVESCO QUALITY MUN INCOME T $1.25万0.00%1,302 00.0% — 不变
FEP FIRST TR EXCH TRD ALPHDX FD $1.25万0.00%229 229— $1.25万 新建仓
EL LAUDER ESTEE COS INC $1.24万0.00%172 -9-5.0% -$646 减仓
EWY ISHARES INC $1.23万0.00%100 100— $1.23万 新建仓
VICI VICI PPTYS INC $1.23万0.00%450 -5,551-92.5% -$15.17万 减仓
BRBR BELLRING BRANDS INC $1.22万0.00%760 101.3% $161 加仓
WH WYNDHAM HOTELS RESORTS INC $1.20万0.00%148 00.0% — 不变
ARTY ISHARES TR $1.18万0.00%254 41.6% $186 加仓
FSV FIRSTSERVICE CORP NEW $1.18万0.00%85 00.0% — 不变
FLCA FRANKLIN TEMPLETON ETF TR $1.18万0.00%241 00.0% — 不变
FJP FIRST TR EXCH TRD ALPHDX FD $1.16万0.00%160 160— $1.16万 新建仓
SPHB INVESCO EXCH TRADED FD TR II $1.16万0.00%100 100— $1.16万 新建仓
LVS LAS VEGAS SANDS CORP $1.16万0.00%215 -11-4.9% -$593 减仓
DFEM DIMENSIONAL ETF TRUST $1.15万0.00%333 333— $1.15万 新建仓
LGH NORTHERN LTS FD TR III $1.14万0.00%200 00.0% — 不变
QEFA SPDR INDEX SHS FDS $1.14万0.00%122 00.0% — 不变
MPT MEDICAL PPTYS TRUST INC $1.13万0.00%2,441 38318.6% $1,773 加仓
NTST NETSTREIT CORP $1.13万0.00%600 00.0% — 不变
— ISHARES TR $1.13万0.00%243 243— $1.13万 新建仓
VGLT VANGUARD SCOTTSDALE FDS $1.12万0.00%202 -199-49.6% -$1.10万 减仓
BIDU BAIDU INC $1.11万0.00%100 -4,333-97.7% -$48.28万 减仓
MCO MOODYS CORP $1.11万0.00%26 -197-88.3% -$8.43万 减仓
GMED GLOBUS MED INC $1.11万0.00%129 -430-76.9% -$3.71万 减仓
ROAD CONSTRUCTION PARTNERS INC $1.11万0.00%100 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1.11万0.00%74 -1-1.3% -$150 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1.11万0.00%53 -4-7.0% -$836 减仓
CUBE CUBESMART $1.10万0.00%300 00.0% — 不变
XGDVX GABELLI DIVID INCOME TR $1.10万0.00%408 00.0% — 不变
IHF ISHARES TR $1.10万0.00%262 -1-0.4% -$42 减仓
RWK INVESCO EXCH TRADED FD TR II $1.10万0.00%86 00.0% — 不变
— WESTERN ASSET HIGH INCOME OP $1.10万0.00%3,021 73131.9% $2,653 加仓
PODD INSULET CORP $1.09万0.00%52 -301-85.3% -$6.32万 减仓
CPAY CORPAY INC $1.08万0.00%37 -48-56.5% -$1.40万 减仓
— RBB FD INC $1.07万0.00%250 -600-70.6% -$2.57万 减仓
SWKS SKYWORKS SOLUTIONS INC $1.07万0.00%200 -104-34.2% -$5,568 减仓
PTLO PORTILLOS INC $1.06万0.00%2,000 00.0% — 不变
DEO DIAGEO PLC $1.06万0.00%142 -180-55.9% -$1.34万 减仓
EMLP FIRST TR EXCHANGE TRADED FD $1.05万0.00%241 -87-26.5% -$3,804 重新持有
IIPR INNOVATIVE INDL PPTYS INC $1.05万0.00%210 00.0% — 不变
CCK CROWN HLDGS INC $1.05万0.00%105 -343-76.6% -$3.44万 减仓