Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 | 25 | 28.4% | $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 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS ETF TR II | $1.50万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| SNN | SMITH NEPHEW PLC | $1.50万 | 0.00% | 472 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 150 | 294.1% | $1.11万 | 加仓 |
| SEIC | SEI INVTS CO | $1.48万 | 0.00% | 188 | 0 | 0.0% | — | 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 | 15 | 12.6% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 18 | 31.6% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 51 | 20.9% | $2,312 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.34万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $1.33万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.33万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $1.32万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORPORATION | $1.31万 | 0.00% | 101 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1.29万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $1.29万 | 0.00% | 688 | 88 | 14.7% | $1,645 | 加仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $1.29万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $1.28万 | 0.00% | 117 | 1 | 0.9% | $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 | 18 | 2.0% | $253 | 加仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $1.28万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $1.27万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SER TR | $1.27万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | NEXTNAV INC | $1.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 10 | 1.3% | $161 | 加仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $1.20万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.18万 | 0.00% | 254 | 4 | 1.6% | $186 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $1.18万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $1.18万 | 0.00% | 241 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $1.14万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PPTYS TRUST INC | $1.13万 | 0.00% | 2,441 | 383 | 18.6% | $1,773 | 加仓 |
| NTST | NETSTREIT CORP | $1.13万 | 0.00% | 600 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID INCOME TR | $1.10万 | 0.00% | 408 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $1.10万 | 0.00% | 3,021 | 731 | 31.9% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1.05万 | 0.00% | 105 | -343 | -76.6% | -$3.44万 | 减仓 |