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
BPOP POPULAR INC $1.64万0.00%100 100— $1.64万 新建仓
TFSL TFS FINL CORP $1.64万0.00%925 161.8% $283 加仓
RCI ROGERS COMMUNICATIONS INC $1.62万0.00%500 00.0% — 不变
CNC CENTENE CORP DEL $1.62万0.00%253 -1-0.4% -$64 减仓
LVHI LEGG MASON ETF INVT $1.62万0.00%400 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC $1.62万0.00%233 00.0% — 不变
CLMT CALUMET INC $1.62万0.00%450 00.0% — 不变
DLTR DOLLAR TREE INC $1.62万0.00%134 00.0% — 不变
HESM HESS MIDSTREAM LP $1.62万0.00%431 92.1% $338 加仓
— DIREXION SHS ETF TR $1.62万0.00%800 00.0% — 不变
PLOW DOUGLAS DYNAMICS INC $1.62万0.00%300 300— $1.62万 新建仓
ALC ALCON AG $1.62万0.00%241 -10-4.0% -$671 减仓
SG SWEETGREEN INC $1.61万0.00%1,833 00.0% — 不变
MAIN MAIN STR CAP CORP $1.61万0.00%310 -24-7.2% -$1,245 减仓
LAZ LAZARD INC $1.61万0.00%383 -1,026-72.8% -$4.30万 减仓
SCHI SCHWAB STRATEGIC TR $1.58万0.00%699 81.2% $181 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.57万0.00%627 00.0% — 不变
LIND LINDBLAD EXPEDITIONS HLDGS I $1.55万0.00%550 550— $1.55万 新建仓
APTV APTIV PLC $1.55万0.00%252 -63-20.0% -$3,867 减仓
— DIREXION SHS ETF TR $1.54万0.00%173 00.0% — 不变
FEP FIRST TR EXCH TRD ALPHDX FD $1.54万0.00%270 4117.9% $2,339 加仓
IGRO ISHARES TR $1.54万0.00%175 00.0% — 不变
ARKG ARK ETF TR $1.53万0.00%363 11043.5% $4,627 加仓
EPRT ESSENTIAL PPTYS RLTY TR INC $1.52万0.00%510 00.0% — 不变
HAS HASBRO INC $1.52万0.00%184 -49-21.0% -$4,047 减仓
FXI ISHARES TR $1.52万0.00%480 -2,425-83.5% -$7.66万 减仓
SRAD SPORTRADAR GROUP AG $1.51万0.00%1,009 00.0% — 不变
NGG NATIONAL GRID PLC $1.51万0.00%182 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $1.50万0.00%251 00.0% — 不变
EEMV ISHARES INC $1.50万0.00%199 00.0% — 不变
FLS FLOWSERVE CORP $1.50万0.00%202 -34-14.4% -$2,521 减仓
FICO FAIR ISAAC CORP $1.49万0.00%13 -1-7.1% -$1,149 减仓
BJ BJS WHSL CLUB HLDGS INC $1.49万0.00%171 -88-34.0% -$7,676 减仓
NCLH NORWEGIAN CRUISE LINE HLDG L $1.49万0.00%705 172.5% $359 加仓
IHE ISHARES TR $1.49万0.00%150 00.0% — 不变
GGG GRACO INC $1.47万0.00%195 -5-2.5% -$378 减仓
FJP FIRST TR EXCH TRD ALPHDX FD $1.47万0.00%192 3220.0% $2,442 加仓
FBT FIRST TR EXCHANGE TRADED FD $1.46万0.00%59 918.0% $2,231 加仓
CLB CORE LABORATORIES INC $1.46万0.00%1,251 1,251— $1.46万 新建仓
MHK MOHAWK INDS INC $1.46万0.00%120 1514.3% $1,820 加仓
XETYX EATON VANCE TAX MANAGED DIVE $1.45万0.00%1,000 00.0% — 不变
IHF ISHARES TR $1.45万0.00%262 00.0% — 不变
DOX AMDOCS LTD $1.45万0.00%287 10.3% $50 加仓
PLUG PLUG POWER INC $1.44万0.00%5,300 4,500562.5% $1.22万 加仓
AEVA AEVA TECHNOLOGIES INC $1.44万0.00%500 00.0% — 不变
FXR FIRST TR EXCHANGE TRADED FD $1.42万0.00%156 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $1.42万0.00%243 -110-31.2% -$6,439 减仓
VIV TELEFONICA BRASIL SA $1.41万0.00%1,075 24629.7% $3,237 加仓
— COMPUGEN LTD $1.40万0.00%6,564 6,564— $1.40万 新建仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1.40万0.00%372 9835.8% $3,677 加仓
AKAM AKAMAI TECHNOLOGIES INC $1.37万0.00%116 86286.7% $1.02万 加仓
SNN SMITH NEPHEW PLC $1.36万0.00%472 00.0% — 不变
SONY SONY GROUP CORP $1.35万0.00%675 00.0% — 不变
OVV OVINTIV INC $1.35万0.00%257 -20-7.2% -$1,053 减仓
TKR TIMKEN CO $1.35万0.00%93 00.0% — 不变
WRB BERKLEY W R CORP $1.35万0.00%191 00.0% — 不变
TFI SPDR SER TR $1.34万0.00%293 -2-0.7% -$92 减仓
CLM CORNERSTONE STRATEGIC INVEST $1.33万0.00%1,759 -1,901-51.9% -$1.44万 减仓
DSTL ETF SER SOLUTIONS $1.33万0.00%222 10.5% $60 加仓
GSID GOLDMAN SACHS ETF TR $1.32万0.00%176 -4-2.2% -$301 减仓
KNSL KINSALE CAP GROUP INC $1.32万0.00%40 -6-13.0% -$1,979 减仓
NPO ENPRO INC $1.32万0.00%35 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1.32万0.00%194 -6-3.0% -$408 减仓
BIIB BIOGEN INC $1.32万0.00%61 -35-36.5% -$7,562 减仓
— INVESCO QUALITY MUN INCOME T $1.32万0.00%1,302 00.0% — 不变
TRMB TRIMBLE INC $1.32万0.00%257 -885-77.5% -$4.53万 减仓
— PROSHARES TR $1.31万0.00%111 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $1.31万0.00%104 3960.0% $4,902 加仓
ABEV AMBEV SA $1.31万0.00%4,157 -1,035-19.9% -$3,250 减仓
KSA ISHARES TR $1.30万0.00%350 13562.8% $5,032 加仓
AVY AVERY DENNISON CORP $1.30万0.00%80 11.3% $162 加仓
CAG CONAGRA BRANDS INC $1.30万0.00%964 39870.3% $5,358 加仓
XOP SPDR SER TR $1.28万0.00%83 00.0% — 不变
FOX FOX CORP $1.28万0.00%273 62.2% $281 加仓
AFL AFLAC INC $1.28万0.00%109 -25-18.7% -$2,932 减仓
CIEN CIENA CORP $1.28万0.00%26 523.8% $2,453 加仓
LGH NORTHERN LTS FD TR III $1.28万0.00%200 00.0% — 不变
EUSB ISHARES TR $1.27万0.00%293 00.0% — 不变
NTST NETSTREIT CORP $1.27万0.00%600 00.0% — 不变
SERV SERVE ROBOTICS INC $1.26万0.00%1,910 00.0% — 不变
WLK WESTLAKE CORPORATION $1.26万0.00%172 00.0% — 不变
RWK INVESCO EXCH TRADED FD TR II $1.25万0.00%86 00.0% — 不变
OI O I GLASS INC $1.25万0.00%1,300 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $1.25万0.00%779 00.0% — 不变
WH WYNDHAM HOTELS RESORTS INC $1.25万0.00%148 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $1.24万0.00%235 155193.8% $8,194 加仓
FLCA FRANKLIN TEMPLETON ETF TR $1.24万0.00%241 00.0% — 不变
CPAY CORPAY INC $1.23万0.00%37 00.0% — 不变
JTEK J P MORGAN EXCHANGE TRADED F $1.23万0.00%110 00.0% — 不变
TRIN TRINITY CAP INC $1.22万0.00%684 684— $1.22万 新建仓
BHE BENCHMARK ELECTRS INC $1.22万0.00%124 124— $1.22万 新建仓
GRPN GROUPON INC $1.22万0.00%505 505— $1.22万 新建仓
FTLS FIRST TR EXCH TRADED FD III $1.20万0.00%163 2316.4% $1,697 加仓
MCO MOODYS CORP $1.20万0.00%27 13.8% $445 加仓
— ALLBIRDS INC $1.20万0.00%3,000 3,000— $1.20万 新建仓
HRB BLOCK H R INC $1.20万0.00%314 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $1.19万0.00%207 00.0% — 不变
CUBE CUBESMART $1.19万0.00%300 00.0% — 不变
HQH ABRDN HEALTHCARE INVESTORS $1.18万0.00%535 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $1.17万0.00%300 300— $1.17万 新建仓