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
GNR SPDR INDEX SHS FDS $7,9150.00%106 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $7,9000.00%65 23.2% $243 加仓
— PGIM HIGH YIELD BOND FUND IN $7,8960.00%600 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $7,8830.00%120 -10-7.7% -$657 减仓
— AMPLIFY ETF TR $7,8770.00%105 11.0% $75 加仓
CWEN CLEARWAY ENERGY INC $7,8580.00%200 200— $7,858 新建仓
JD JD COM INC $7,8060.00%264 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE INC $7,8050.00%47 -9-16.1% -$1,495 减仓
MT ARCELORMITTAL SA LUXEMBOURG $7,7970.00%150 2116.3% $1,092 加仓
JPIE J P MORGAN EXCHANGE TRADED F $7,7940.00%169 42.4% $184 加仓
CDE COEUR MNG INC $7,7900.00%415 00.0% — 不变
AOA ISHARES TR $7,7870.00%88 00.0% — 不变
— DIREXION SHS ETF TR $7,7840.00%176 176— $7,784 新建仓
CPB THE CAMPBELLS COMPANY $7,7280.00%347 -344-49.8% -$7,661 减仓
— INVESCO EXCH TRADED FD TR II $7,6820.00%187 00.0% — 不变
— BYRNA TECHNOLOGIES INC $7,6780.00%836 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $7,6160.00%800 00.0% — 不变
BRKR BRUKER CORP $7,5850.00%210 -1,257-85.7% -$4.54万 减仓
SMDV PROSHARES TR $7,5560.00%110 10.9% $69 加仓
SUSB ISHARES TR $7,4940.00%299 00.0% — 不变
OGS ONE GAS INC $7,4930.00%87 11.2% $86 加仓
BBIN J P MORGAN EXCHANGE TRADED F $7,4580.00%102 -268-72.4% -$1.96万 减仓
SMFG SUMITOMO MITSUI FINL GROUP I $7,4460.00%377 -38-9.2% -$751 减仓
QSR RESTAURANT BRANDS INTL INC $7,3900.00%100 00.0% — 不变
JETS ETF SER SOLUTIONS $7,3890.00%300 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $7,3510.00%186 -28-13.1% -$1,107 减仓
ALGM ALLEGRO MICROSYSTEMS INC $7,3460.00%233 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $7,2570.00%25 00.0% — 不变
OII OCEANEERING INTL INC $7,2000.00%203 -364-64.2% -$1.29万 减仓
H HYATT HOTELS CORP $7,1900.00%50 00.0% — 不变
MTG MGIC INVT CORP WIS $7,1240.00%271 172173.7% $4,522 加仓
BST BLACKROCK SCIENCE TECHNOLO $7,1190.00%196 42.1% $145 加仓
WYNN WYNN RESORTS LTD $7,1090.00%70 57.7% $508 加仓
EWT ISHARES INC $7,0920.00%100 100— $7,092 新建仓
RGTI RIGETTI COMPUTING INC $7,0760.00%504 10024.8% $1,404 加仓
ETV EATON VANCE TAX MANAGED BUY $7,0740.00%517 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $7,0200.00%100 00.0% — 不变
STM STMICROELECTRONICS N V $6,9910.00%202 -7-3.3% -$242 减仓
MFG MIZUHO FINANCIAL GROUP INC $6,9870.00%880 -113-11.4% -$897 减仓
KD KYNDRYL HLDGS INC $6,9670.00%531 -291-35.4% -$3,818 减仓
— MASIMO CORP $6,9370.00%39 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $6,8840.00%100 00.0% — 不变
EPS WISDOMTREE TR $6,8110.00%100 00.0% — 不变
GCT GIGACLOUD TECHNOLOGY INC $6,8070.00%150 -220-59.5% -$9,984 减仓
TECH BIO TECHNE CORP $6,7940.00%130 -4-3.0% -$209 减仓
IGLB ISHARES TR $6,7500.00%136 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT COR $6,7490.00%21 21— $6,749 新建仓
DINO HF SINCLAIR CORP $6,7380.00%108 -216-66.7% -$1.35万 减仓
— HOLOGIC INC $6,7280.00%89 44.7% $302 加仓
ARKG ARK ETF TR $6,6840.00%253 00.0% — 不变
— INNOVATOR ETFS TRUST $6,6770.00%208 00.0% — 不变
DXC DXC TECHNOLOGY CO $6,6750.00%531 20864.4% $2,615 加仓
PEGA PEGASYSTEMS INC $6,6410.00%156 -9-5.5% -$383 减仓
AU ANGLOGOLD ASHANTI PLC $6,6200.00%68 00.0% — 不变
MSEX MIDDLESEX WTR CO $6,5990.00%127 10.8% $52 加仓
AEVA AEVA TECHNOLOGIES INC $6,5800.00%500 500— $6,580 新建仓
HDUS LATTICE STRATEGIES TR $6,5640.00%104 00.0% — 不变
DMC FRESH DEL MONTE PRODUCE INC $6,5620.00%163 -3-1.8% -$121 减仓
NVEC NVE CORP $6,5500.00%100 00.0% — 不变
PFFV GLOBAL X FDS $6,5480.00%300 00.0% — 不变
FDLO FIDELITY COVINGTON TRUST $6,5450.00%101 00.0% — 不变
ECON COLUMBIA ETF TR II $6,5240.00%227 00.0% — 不变
HODL VANECK BITCOIN ETF $6,5140.00%340 00.0% — 不变
LYFT LYFT INC $6,5040.00%489 61.2% $80 加仓
PSN PARSONS CORP DEL $6,4460.00%119 00.0% — 不变
AGI ALAMOS GOLD INC NEW $6,3980.00%144 -1,261-89.8% -$5.60万 减仓
ALCO ALICO INC $6,3950.00%155 155— $6,395 新建仓
UUUU ENERGY FUELS INC $6,3880.00%350 200133.3% $3,650 加仓
IPAR INTERPARFUMS INC $6,3590.00%70 11.4% $91 加仓
DBA INVESCO DB MULTI SECTOR COMM $6,3560.00%233 00.0% — 不变
TTAN SERVICETITAN INC $6,3460.00%100 71244.8% $4,506 重新持有
IVZ INVESCO LTD $6,3400.00%261 -20-7.1% -$486 减仓
AES AES CORP $6,2990.00%447 71.6% $99 加仓
RGNX REGENXBIO INC $6,2850.00%750 25050.0% $2,095 加仓
POOL POOL CORP $6,2720.00%31 -4-11.4% -$809 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $6,2700.00%218 -191-46.7% -$5,493 减仓
INSW INTERNATIONAL SEAWAYS INC $6,2680.00%86 -197-69.6% -$1.44万 减仓
EZU ISHARES INC $6,2640.00%100 -15-13.0% -$940 减仓
CSW CSW INDUSTRIALS INC $6,2540.00%24 00.0% — 不变
MEDP MEDPACE HLDGS INC $6,2420.00%13 -9,455-99.9% -$453.99万 减仓
PUK PRUDENTIAL PLC $6,1980.00%218 -9-4.0% -$256 减仓
DAR DARLING INGREDIENTS INC $6,1850.00%100 -620-86.1% -$3.83万 减仓
ROKU ROKU INC $6,1500.00%65 00.0% — 不变
NNE NANO NUCLEAR ENERGY INC $6,1440.00%300 00.0% — 重新持有
SNAP SNAP INC $6,1360.00%1,334 -57-4.1% -$262 减仓
MOS MOSAIC CO NEW $6,0690.00%238 -582-71.0% -$1.48万 减仓
— DIREXION SHS ETF TR $6,0630.00%185 63.4% $197 加仓
EBND SPDR SER TR $5,9650.00%289 00.0% — 不变
PCN PIMCO CORPORATE INCM STRG $5,9500.00%500 00.0% — 不变
— ISHARES TR $5,9230.00%91 -190-67.6% -$1.24万 减仓
— AIR LEASE CORP $5,9100.00%91 00.0% — 不变
KB KB FINL GROUP INC $5,8840.00%59 00.0% — 不变
SSNC SS C TECHNOLOGIES HLDGS INC $5,8790.00%87 -782-90.0% -$5.28万 减仓
VFLO VICTORY PORTFOLIOS II $5,8430.00%148 148— $5,843 新建仓
TMQ TRILOGY METALS INC NEW $5,7830.00%1,611 -10,503-86.7% -$3.77万 减仓
COFS CHOICEONE FINL SVCS INC $5,7730.00%205 00.0% — 不变
FXN FIRST TR EXCHANGE TRADED FD $5,7520.00%256 00.0% — 不变
PAGS PAGSEGURO DIGITAL LTD $5,7510.00%574 -1,283-69.1% -$1.29万 减仓
DJT TRUMP MEDIA TECHNOLOGY GRO $5,7510.00%620 00.0% — 不变
JEF JEFFERIES FINL GROUP INC $5,7370.00%139 -371-72.7% -$1.53万 减仓