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
SLDP SOLID POWER INC $1.17万0.00%4,500 -7,379-62.1% -$1.91万 减仓
— GLOBAL X FDS $1.16万0.00%300 00.0% — 不变
MIDD MIDDLEBY CORP $1.15万0.00%67 00.0% — 不变
USSG DBX ETF TR $1.15万0.00%165 89117.1% $6,190 加仓
DOC HEALTHPEAK PROPERTIES INC $1.14万0.00%535 -62-10.4% -$1,327 减仓
IEO ISHARES TR $1.14万0.00%104 -23-18.1% -$2,530 减仓
BIDU BAIDU INC $1.14万0.00%100 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC $1.14万0.00%672 00.0% — 不变
— ISHARES TR $1.14万0.00%244 10.4% $47 加仓
— WESTERN ASSET HIGH INCOME OP $1.13万0.00%3,110 892.9% $324 加仓
ADEA ADEIA INC $1.13万0.00%343 230203.5% $7,574 加仓
FHN FIRST HORIZON CORPORATION $1.12万0.00%438 00.0% — 不变
MOH MOLINA HEALTHCARE INC $1.12万0.00%49 -14-22.2% -$3,202 减仓
— ISHARES TR $1.12万0.00%190 10.5% $59 加仓
WST WEST PHARMACEUTICAL SVSC INC $1.11万0.00%31 -21-40.4% -$7,539 减仓
GFS GLOBALFOUNDRIES INC $1.11万0.00%135 135— $1.11万 新建仓
OSCR OSCAR HEALTH INC $1.11万0.00%389 -611-61.1% -$1.74万 重新持有
XLB SELECT SECTOR SPDR TR $1.11万0.00%218 -134-38.1% -$6,813 减仓
CPB THE CAMPBELLS COMPANY $1.11万0.00%497 15043.2% $3,340 加仓
PNW PINNACLE WEST CAP CORP $1.10万0.00%103 11.0% $107 加仓
JPIE J P MORGAN EXCHANGE TRADED F $1.10万0.00%238 6940.8% $3,181 加仓
FTXO FIRST TR EXCHANGE TRADED FD $1.10万0.00%265 3515.2% $1,448 加仓
THG HANOVER INS GROUP INC $1.09万0.00%51 37264.3% $7,922 加仓
BTO HANCOCK JOHN FINL OPPTYS FD $1.09万0.00%277 00.0% — 不变
EWT ISHARES INC $1.09万0.00%100 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $1.08万0.00%95 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $1.08万0.00%294 -3,121-91.4% -$11.50万 减仓
FDS FACTSET RESH SYS INC $1.08万0.00%47 12.2% $230 加仓
DCOM DIME CMNTY BANCSHARES INC $1.08万0.00%265 265— $1.08万 新建仓
KDP KEURIG DR PEPPER INC $1.07万0.00%327 -256-43.9% -$8,388 减仓
BXP BXP INC $1.07万0.00%161 83106.4% $5,504 重新持有
MPT MEDICAL PPTYS TRUST INC $1.06万0.00%2,296 -145-5.9% -$670 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $1.06万0.00%352 00.0% — 不变
— ETF SER SOLUTIONS $1.06万0.00%189 00.0% — 不变
SKT TANGER INC $1.05万0.00%267 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $1.05万0.00%42 00.0% — 不变
— ISHARES TR $1.05万0.00%334 -423-55.9% -$1.33万 减仓
MTCH MATCH GROUP INC NEW $1.05万0.00%275 -9,862-97.3% -$37.53万 减仓
HMC HONDA MOTOR LTD $1.05万0.00%386 00.0% — 不变
EMLP FIRST TR EXCHANGE TRADED FD $1.05万0.00%240 -1-0.4% -$44 减仓
NVEC NVE CORP $1.05万0.00%100 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC $1.04万0.00%185 -1-0.5% -$56 减仓
LIT GLOBAL X FDS $1.03万0.00%132 -242-64.7% -$1.89万 减仓
BEP BROOKFIELD RENEWABLE PARTNER $1.03万0.00%297 -466-61.1% -$1.62万 减仓
NBTB NBT BANCORP INC $1.02万0.00%207 00.0% — 不变
GDDY GODADDY INC $1.02万0.00%120 54.3% $424 加仓
GXO GXO LOGISTICS INCORPORATED $1.01万0.00%200 -2-1.0% -$101 减仓
IYC ISHARES TR $1.01万0.00%100 00.0% — 不变
WEN WENDYS CO $1.01万0.00%1,218 706.1% $580 加仓
BST BLACKROCK SCIENCE TECHNOLO $1.01万0.00%199 31.5% $152 加仓
— BLACKROCK HEALTH SCIENCES TR $1.00万0.00%234 00.0% — 不变
JETS ETF SER SOLUTIONS $9,9660.00%300 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $9,9300.00%157 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $9,8560.00%100 00.0% — 不变
CHWY CHEWY INC $9,8250.00%500 00.0% — 不变
CRGY CRESCENT ENERGY COMPANY $9,8100.00%999 999— $9,810 新建仓
— INVESCO EXCH TRADED FD TR II $9,7760.00%187 00.0% — 不变
RGTI RIGETTI COMPUTING INC $9,7370.00%504 00.0% — 不变
SOLV SOLVENTUM CORP $9,7210.00%126 -6-4.5% -$463 减仓
BRBR BELLRING BRANDS INC $9,7050.00%750 -10-1.3% -$129 减仓
H HYATT HOTELS CORP $9,6920.00%50 00.0% — 不变
XPEL XPEL INC $9,6220.00%194 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $9,6180.00%145 00.0% — 不变
EPAM EPAM SYS INC $9,6010.00%121 87.1% $635 加仓
FLRN SPDR SER TR $9,5940.00%311 00.0% — 不变
CSL CARLISLE COS INC $9,5490.00%26 -65-71.4% -$2.39万 减仓
— AMPLIFY ETF TR $9,5170.00%105 00.0% — 不变
QAI NEW YORK LIFE INVESTMENTS ET $9,5160.00%260 00.0% — 不变
ETSY ETSY INC $9,4920.00%126 95306.5% $7,157 加仓
PTLO PORTILLOS INC $9,4800.00%2,000 00.0% — 不变
— ISHARES U S ETF TR $9,2670.00%377 30.8% $74 加仓
ROKU ROKU INC $9,2550.00%67 23.1% $276 加仓
TMC TMC THE METALS COMPANY INC $9,2410.00%2,086 00.0% — 不变
CGIC CAPITAL GROUP INTERNATIONAL $9,2280.00%254 10.4% $36 加仓
— CHART INDS INC $9,1930.00%44 00.0% — 不变
RIG TRANSOCEAN LTD $9,1420.00%1,870 1,500405.4% $7,333 加仓
LGLV SPDR SER TR $9,0730.00%50 -118-70.2% -$2.14万 减仓
CHRW C H ROBINSON WORLDWIDE INC $9,0400.00%48 12.1% $188 加仓
MT ARCELORMITTAL SA LUXEMBOURG $9,0330.00%150 00.0% — 不变
PEGA PEGASYSTEMS INC $8,9910.00%300 14492.3% $4,316 加仓
RGNX REGENXBIO INC $8,9850.00%750 00.0% — 不变
SEIC SEI INVTS CO $8,9460.00%102 -86-45.7% -$7,543 减仓
SMFG SUMITOMO MITSUI FINL GROUP I $8,8900.00%377 00.0% — 不变
— ISHARES INC $8,8220.00%200 200— $8,822 新建仓
MCHI ISHARES TR $8,7990.00%172 74.2% $358 加仓
EL LAUDER ESTEE COS INC $8,7950.00%111 -61-35.5% -$4,833 减仓
FXZ FIRST TR EXCHANGE TRADED FD $8,7610.00%110 00.0% — 不变
VEEV VEEVA SYS INC $8,6960.00%49 -304-86.1% -$5.40万 减仓
AOA ISHARES TR $8,5890.00%88 00.0% — 不变
EPI WISDOMTREE TR $8,5560.00%200 00.0% — 不变
SMDV PROSHARES TR $8,5070.00%110 00.0% — 不变
— DIREXION SHS ETF TR $8,4690.00%977 80.8% $69 加仓
CMDY ISHARES U S ETF TR $8,4500.00%153 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT COR $8,4390.00%21 00.0% — 不变
BG BUNGE GLOBAL SA $8,4320.00%79 -38-32.5% -$4,056 减仓
MFG MIZUHO FINANCIAL GROUP INC $8,4300.00%880 00.0% — 不变
GOLD A MARK PRECIOUS METALS INC $8,3220.00%200 00.0% — 不变
AQST AQUESTIVE THERAPEUTICS INC $8,3200.00%2,000 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $8,3190.00%174 -317-64.6% -$1.52万 减仓
FENY FIDELITY COVINGTON TRUST $8,3150.00%281 3313.3% $976 加仓