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
GXO GXO LOGISTICS INCORPORATED $1.05万0.00%202 00.0% — 不变
PI IMPINJ INC $1.04万0.00%101 -99-49.5% -$1.02万 减仓
SE SEA LTD $1.04万0.00%125 -1-0.8% -$83 减仓
MHK MOHAWK INDS INC $1.03万0.00%105 -8-7.1% -$788 减仓
PNW PINNACLE WEST CAP CORP $1.03万0.00%102 -3-2.9% -$302 减仓
RPV INVESCO EXCHANGE TRADED FD T $1.02万0.00%95 11.1% $107 加仓
— ETF SER SOLUTIONS $1.01万0.00%189 00.0% — 不变
CALM CAL MAINE FOODS INC $1.01万0.00%127 -73-36.5% -$5,794 减仓
FBT FIRST TR EXCHANGE TRADED FD $1.00万0.00%50 50— $1.00万 新建仓
FDS FACTSET RESH SYS INC $9,9840.00%46 821.1% $1,736 加仓
FHN FIRST HORIZON CORPORATION $9,9690.00%438 -875-66.6% -$1.99万 减仓
HRB BLOCK H R INC $9,9660.00%314 -522-62.4% -$1.66万 减仓
SOBO SOUTH BOW CORP $9,9630.00%299 -141-32.0% -$4,698 减仓
AUPH AURINIA PHARMACEUTICALS INC $9,9590.00%672 -217-24.4% -$3,216 减仓
IWMI NEOS ETF TRUST $9,9460.00%210 84.0% $379 加仓
BTO HANCOCK JOHN FINL OPPTYS FD $9,9360.00%277 00.0% — 不变
COLL COLLEGIUM PHARMACEUTICAL INC $9,9210.00%300 -300-50.0% -$9,921 减仓
FTLS FIRST TR EXCH TRADED FD III $9,8500.00%140 140— $9,850 新建仓
CGDG CAPITAL GROUP DIVIDEND GROWE $9,8390.00%274 00.0% — 不变
— ISHARES TR $9,8370.00%189 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $9,8090.00%597 -225-27.4% -$3,697 减仓
NATL NCR ATLEOS CORPORATION $9,7620.00%224 00.0% — 不变
TMC TMC THE METALS COMPANY INC $9,7420.00%2,086 83666.9% $3,904 加仓
IYC ISHARES TR $9,6920.00%100 00.0% — 不变
— DIREXION SHS ETF TR $9,6570.00%173 21.2% $112 加仓
— DIREXION SHS ETF TR $9,6420.00%969 50.5% $50 加仓
CNX CNX RES CORP $9,6380.00%250 00.0% — 不变
AR ANTERO RESOURCES CORP $9,6340.00%227 192548.6% $8,149 重新持有
SHG SHINHAN FINANCIAL GROUP CO L $9,6270.00%157 -286-64.6% -$1.75万 减仓
FLRN SPDR SER TR $9,5730.00%311 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $9,5230.00%149 149— $9,523 新建仓
HQH ABRDN HEALTHCARE INVESTORS $9,5180.00%535 00.0% — 不变
SG SWEETGREEN INC $9,5130.00%1,833 00.0% — 不变
GDDY GODADDY INC $9,5070.00%115 109.5% $827 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $9,3880.00%352 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $9,3860.00%125 00.0% — 不变
HMC HONDA MOTOR LTD $9,3840.00%386 -5-1.3% -$122 减仓
TKR TIMKEN CO $9,3530.00%93 11.1% $101 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $9,3180.00%33 -1-2.9% -$282 减仓
MCHI ISHARES TR $9,2950.00%165 165— $9,295 新建仓
— PROSHARES TR $9,2880.00%111 10.9% $84 加仓
UHAL/B U HAUL HOLDING COMPANY $9,2470.00%207 -251-54.8% -$1.12万 减仓
— GLOBAL X FDS $9,1560.00%300 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $9,1310.00%145 00.0% — 不变
— CHART INDS INC $9,0970.00%44 00.0% — 不变
CMDY ISHARES U S ETF TR $9,0910.00%153 00.0% — 不变
SKT TANGER INC $9,0730.00%267 31.1% $102 加仓
— ISHARES U S ETF TR $9,0350.00%374 30.8% $72 加仓
WCC WESCO INTL INC $9,0290.00%33 -34-50.7% -$9,303 减仓
— BLACKROCK HEALTH SCIENCES TR $9,0110.00%234 00.0% — 不变
CAG CONAGRA BRANDS INC $8,9000.00%566 -1,000-63.9% -$1.57万 减仓
— DIREXION SHS ETF TR $8,8980.00%200 -545-73.2% -$2.42万 减仓
MIDD MIDDLEBY CORP $8,8830.00%67 00.0% — 不变
QAI NEW YORK LIFE INVESTMENTS ET $8,8710.00%260 00.0% — 不变
ATO ATMOS ENERGY CORP $8,8690.00%48 -1,468-96.8% -$27.12万 减仓
— GLOBAL X FDS $8,8600.00%205 10.5% $43 加仓
ZTO ZTO EXPRESS CAYMAN INC $8,8100.00%350 00.0% — 不变
NBTB NBT BANCORP INC $8,8010.00%207 00.0% — 不变
AMSC AMERICAN SUPERCONDUCTOR CORP $8,8010.00%260 10365.6% $3,487 加仓
NPO ENPRO INC $8,7730.00%35 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC $8,7700.00%186 00.0% — 不变
JTEK J P MORGAN EXCHANGE TRADED F $8,7490.00%110 00.0% — 不变
SOLV SOLVENTUM CORP $8,6200.00%132 -48-26.7% -$3,135 减仓
XPEL XPEL INC $8,5860.00%194 00.0% — 不变
— BNY MELLON MUN BD INFRASTRUC $8,5480.00%811 811— $8,548 新建仓
FAAR FIRST TR EXCHANGE TRAD FD VI $8,5380.00%253 7239.8% $2,430 加仓
KSA ISHARES TR $8,5280.00%215 00.0% — 不变
HRL HORMEL FOODS CORP $8,5160.00%376 195107.7% $4,417 加仓
GRFS GRIFOLS S A $8,5090.00%1,061 00.0% — 不变
STLA STELLANTIS N V $8,5080.00%1,200 1,200— $8,508 新建仓
FENY FIDELITY COVINGTON TRUST $8,4470.00%248 62.5% $204 加仓
FXZ FIRST TR EXCHANGE TRADED FD $8,4050.00%110 00.0% — 不变
BE BLOOM ENERGY CORP $8,4000.00%62 1224.0% $1,626 加仓
MOH MOLINA HEALTHCARE INC $8,3980.00%63 -12-16.0% -$1,600 减仓
CGIC CAPITAL GROUP INTERNATIONAL $8,3910.00%253 00.0% — 不变
LPX LOUISIANA PAC CORP $8,3660.00%115 00.0% — 不变
DOCS DOXIMITY INC $8,3650.00%359 20.6% $47 加仓
FTXO FIRST TR EXCHANGE TRADED FD $8,3260.00%230 189461.0% $6,842 加仓
WF WOORI FINL GROUP INC $8,3250.00%125 125— $8,325 新建仓
CNC CENTENE CORP DEL $8,3160.00%254 -866-77.3% -$2.84万 减仓
VFMO VANGUARD WELLINGTON FD $8,3160.00%42 12.4% $198 加仓
FIGB FIDELITY MERRIMACK STR TR $8,3070.00%193 1791,278.6% $7,704 加仓
AQST AQUESTIVE THERAPEUTICS INC $8,3000.00%2,000 2,000— $8,300 新建仓
Z ZILLOW GROUP INC $8,2760.00%200 -100-33.3% -$4,138 减仓
LKQ LKQ CORP $8,2540.00%281 -1,674-85.6% -$4.92万 减仓
VIGI VANGUARD WHITEHALL FDS $8,2460.00%93 00.0% — 不变
ORI OLD REP INTL CORP $8,1800.00%205 00.0% — 不变
EPI WISDOMTREE TR $8,1600.00%200 00.0% — 不变
CIEN CIENA CORP $8,1530.00%21 210.5% $776 加仓
HTHT H WORLD GROUP LTD $8,1470.00%162 162— $8,147 新建仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $8,1360.00%800 00.0% — 不变
GLPI GAMING LEISURE PPTYS INC $8,1200.00%183 -340-65.0% -$1.51万 减仓
— ANAVEX LIFE SCIENCES CORP $8,1200.00%2,645 00.0% — 不变
IYG ISHARES TR $8,1180.00%98 00.0% — 不变
— WATERDROP INC $8,1000.00%5,000 5,000— $8,100 新建仓
— HANCOCK JOHN PREM DIVID FD $8,0830.00%617 00.0% — 不变
GIB CGI INC $8,0520.00%110 00.0% — 不变
GOLD A MARK PRECIOUS METALS INC $8,0160.00%200 00.0% — 不变
WEN WENDYS CO $7,9790.00%1,148 1,014756.7% $7,048 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $7,9560.00%722 00.0% — 不变