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
VGLT VANGUARD SCOTTSDALE FDS $8,2770.00%150 -52-25.7% -$2,869 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $8,2400.00%800 00.0% — 不变
UNG UNITED STS NAT GAS FD LP $8,2390.00%703 703— $8,239 新建仓
ECON COLUMBIA ETF TR II $8,2290.00%227 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES N $8,1970.00%156 -18-10.3% -$946 减仓
GLPI GAMING LEISURE PPTYS INC $8,1490.00%183 00.0% — 不变
HIVE HIVE DIGITAL TECHNOLOGIES LT $8,1170.00%2,230 2,230— $8,117 新建仓
CAKE CHEESECAKE FACTORY INC $8,1130.00%102 102— $8,113 新建仓
VWOB VANGUARD WHITEHALL FDS $8,0690.00%120 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $8,0320.00%800 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $8,0080.00%101 -24-19.2% -$1,903 减仓
EZU ISHARES INC $7,9930.00%115 1515.0% $1,043 加仓
— ENVOY MEDICAL INC $7,9200.00%10,025 10,025— $7,920 新建仓
GCT GIGACLOUD TECHNOLOGY INC $7,9000.00%250 10066.7% $3,160 加仓
— CALAMOS LNG SHR EQT DYNAMIC $7,8530.00%600 18544.6% $2,421 加仓
— PGIM HIGH YIELD BOND FUND IN $7,8360.00%600 00.0% — 不变
ZTO ZTO EXPRESS CAYMAN INC $7,8330.00%350 00.0% — 不变
IPAR INTERPARFUMS INC $7,8300.00%70 00.0% — 不变
BBIN J P MORGAN EXCHANGE TRADED F $7,8080.00%100 -2-2.0% -$156 减仓
EPS WISDOMTREE TR $7,7790.00%100 00.0% — 不变
PODD INSULET CORP $7,7650.00%51 -1-1.9% -$152 减仓
TEX TEREX CORP NEW $7,7120.00%107 107— $7,712 新建仓
ETV EATON VANCE TAX MANAGED BUY $7,7000.00%517 00.0% — 不变
IYG ISHARES TR $7,6900.00%85 -13-13.3% -$1,176 减仓
FIGB FIDELITY MERRIMACK STR TR $7,6670.00%179 -14-7.3% -$600 减仓
FNCL FIDELITY COVINGTON TRUST $7,6560.00%100 00.0% — 不变
GRAL GRAIL INC $7,5780.00%111 1920.7% $1,297 加仓
BF/B BROWN FORMAN CORP $7,5510.00%283 14199.3% $3,762 加仓
DINO HF SINCLAIR CORP $7,5220.00%108 00.0% — 不变
GRFS GRIFOLS S A $7,5120.00%1,061 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $7,4730.00%126 -551-81.4% -$3.27万 减仓
SUSB ISHARES TR $7,4720.00%299 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $7,2810.00%100 00.0% — 不变
DOCS DOXIMITY INC $7,2590.00%350 -9-2.5% -$187 减仓
DEO DIAGEO PLC $7,2580.00%90 -52-36.6% -$4,194 减仓
LYFT LYFT INC $7,2030.00%493 40.8% $58 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $7,1610.00%186 00.0% — 不变
GNR SPDR INDEX SHS FDS $7,1350.00%106 00.0% — 不变
GIB CGI INC $7,1120.00%110 00.0% — 不变
GMED GLOBUS MED INC $7,1110.00%90 -39-30.2% -$3,081 减仓
— INNOVATOR ETFS TRUST $7,0810.00%208 00.0% — 不变
— ISHARES ETHEREUM TR $7,0750.00%595 -275-31.6% -$3,270 减仓
IFF INTERNATIONAL FLAVORS FRAGRA $7,0510.00%89 -1,105-92.5% -$8.75万 减仓
FAAR FIRST TR EXCHANGE TRAD FD VI $7,0510.00%223 -30-11.9% -$949 减仓
PENN PENN ENTERTAINMENT INC $7,0490.00%330 00.0% — 不变
SOBO SOUTH BOW CORP $7,0480.00%200 -99-33.1% -$3,489 减仓
COFS CHOICEONE FINL SVCS INC $6,9800.00%205 00.0% — 不变
FDLO FIDELITY COVINGTON TRUST $6,9440.00%102 11.0% $68 加仓
M MACYS INC $6,9240.00%294 235398.3% $5,534 加仓
STLA STELLANTIS N V $6,8880.00%1,200 00.0% — 不变
MEDP MEDPACE HLDGS INC $6,8850.00%13 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $6,8820.00%177 131284.8% $5,093 加仓
— ISHARES TR $6,8710.00%91 00.0% — 不变
JD JD COM INC $6,8540.00%269 51.9% $127 加仓
— ANAVEX LIFE SCIENCES CORP $6,8510.00%2,645 00.0% — 不变
— BANK MONTREAL MEDIUM $6,8220.00%80 -253-76.0% -$2.16万 减仓
BRO BROWN BROWN INC $6,8190.00%106 88488.9% $5,661 加仓
MTN VAIL RESORTS INC $6,8080.00%50 613.6% $817 加仓
CDE COEUR MNG INC $6,7730.00%415 00.0% — 不变
VFLO VICTORY PORTFOLIOS II $6,7710.00%148 00.0% — 不变
IMMR IMMERSION CORP $6,7700.00%1,000 00.0% — 不变
GOF GUGGENHEIM STRATEGIC OPPORTU $6,7590.00%619 -103-14.3% -$1,125 减仓
IRDM IRIDIUM COMMUNICATIONS INC $6,7540.00%123 94324.1% $5,162 加仓
NATL NCR ATLEOS CORPORATION $6,7290.00%155 -69-30.8% -$2,995 减仓
CNX CNX RES CORP $6,7180.00%198 -52-20.8% -$1,764 减仓
CSW CSW INDUSTRIALS INC $6,6790.00%24 00.0% — 不变
POOL POOL CORP $6,6630.00%31 00.0% — 不变
OGS ONE GAS INC $6,6280.00%86 -1-1.1% -$77 减仓
PFFV GLOBAL X FDS $6,6090.00%300 00.0% — 不变
WYNN WYNN RESORTS LTD $6,6020.00%68 -2-2.9% -$194 减仓
INSW INTERNATIONAL SEAWAYS INC $6,5870.00%86 00.0% — 不变
AMSC AMERICAN SUPERCONDUCTOR CORP $6,5170.00%157 -103-39.6% -$4,275 减仓
HDUS LATTICE STRATEGIES TR $6,4710.00%91 -13-12.5% -$924 减仓
HEZU ISHARES TR $6,4700.00%129 00.0% — 不变
AXTA AXALTA COATING SYS LTD $6,4680.00%189 00.0% — 不变
KIM KIMCO RLTY CORP $6,4390.00%254 00.0% — 不变
ALCO ALICO INC $6,4120.00%155 00.0% — 不变
PTF INVESCO EXCHANGE TRADED FD T $6,3530.00%47 820.5% $1,081 加仓
JGLO J P MORGAN EXCHANGE TRADED F $6,3390.00%89 22.3% $142 加仓
NWL NEWELL BRANDS INC $6,2870.00%1,024 873578.1% $5,360 加仓
CWI SPDR INDEX SHS FDS $6,2630.00%154 00.0% — 不变
BOOT BOOT BARN HLDGS INC $6,2500.00%38 00.0% — 不变
DBA INVESCO DB MULTI SECTOR COMM $6,2050.00%233 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $6,1740.00%52 00.0% — 不变
— AMERICAN OUTDOOR BRANDS INC $6,1640.00%525 00.0% — 不变
— ARK ETF TR $6,1430.00%250 00.0% — 不变
CRUS CIRRUS LOGIC INC $6,0900.00%41 -60-59.4% -$8,912 减仓
EBND SPDR SER TR $6,0460.00%289 00.0% — 不变
PCN PIMCO CORPORATE INCM STRG $5,9750.00%500 00.0% — 不变
CLX CLOROX CO DEL $5,9380.00%62 -120-65.9% -$1.15万 减仓
BAX BAXTER INTL INC $5,9230.00%278 -26-8.6% -$554 减仓
SPHR SPHERE ENTERTAINMENT CO $5,8830.00%34 00.0% — 不变
— INDIA FD INC $5,8750.00%500 00.0% — 不变
RDIV INVESCO EXCH TRADED FD TR II $5,8580.00%101 00.0% — 不变
QEFA SPDR INDEX SHS FDS $5,8570.00%61 -61-50.0% -$5,857 减仓
SYF SYNCHRONY FINANCIAL $5,8560.00%77 00.0% — 不变
PUK PRUDENTIAL PLC $5,8450.00%218 00.0% — 不变
CIM CHIMERA INVT CORP $5,8410.00%438 122.8% $160 加仓
SMLV SPDR SER TR $5,8220.00%37 00.0% — 不变
IGLB ISHARES TR $5,8050.00%116 -20-14.7% -$1,001 减仓