Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KIM | KIMCO RLTY CORP | $5,707 | 0.00% | 254 | 40 | 18.7% | $899 | 加仓 |
| KWEB | KRANESHARES TRUST | $5,686 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $5,678 | 0.00% | 87 | -149 | -63.1% | -$9,724 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $5,662 | 0.00% | 16 | 7 | 77.8% | $2,477 | 加仓 |
| — | INDIA FD INC | $5,660 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $5,646 | 0.00% | 44 | -1 | -2.2% | -$128 | 减仓 |
| COMT | ISHARES U S ETF TR | $5,646 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $5,638 | 0.00% | 415 | 11 | 2.7% | $149 | 加仓 |
| HEZU | ISHARES TR | $5,637 | 0.00% | 129 | -2 | -1.5% | -$87 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $5,635 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $5,622 | 0.00% | 101 | 101 | — | $5,622 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $5,600 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $5,594 | 0.00% | 38 | 13 | 52.0% | $1,914 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $5,568 | 0.00% | 38 | 8 | 26.7% | $1,172 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $5,529 | 0.00% | 130 | -27,662 | -99.5% | -$117.65万 | 减仓 |
| FTS | FORTIS INC | $5,523 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $5,504 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $5,501 | 0.00% | 124 | 124 | — | $5,501 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $5,486 | 0.00% | 32 | -28 | -46.7% | -$4,800 | 减仓 |
| IMMR | IMMERSION CORP | $5,460 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,396 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $5,346 | 0.00% | 426 | 360 | 545.5% | $4,518 | 加仓 |
| R | RYDER SYS INC | $5,322 | 0.00% | 26 | 26 | — | $5,322 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,293 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AXIAY | CENTRAIS ELETRICAS BRASILEIR | $5,290 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $5,286 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $5,251 | 0.00% | 289 | -1,200 | -80.6% | -$2.18万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $5,248 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $5,238 | 0.00% | 77 | -60 | -43.8% | -$4,082 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $5,235 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $5,215 | 0.00% | 64 | 58 | 966.7% | $4,726 | 加仓 |
| VOD | VODAFONE GROUP PLC NEW | $5,212 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $5,186 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $5,150 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,138 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $5,136 | 0.00% | 15 | 10 | 200.0% | $3,424 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $5,116 | 0.00% | 441 | -3,178 | -87.8% | -$3.69万 | 减仓 |
| — | ARK ETF TR | $5,109 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $5,107 | 0.00% | 304 | -805 | -72.6% | -$1.35万 | 减仓 |
| ACI | ALBERTSONS COS INC | $5,078 | 0.00% | 298 | -1,153 | -79.5% | -$1.96万 | 减仓 |
| SMLV | SPDR SER TR | $5,072 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SER TR | $5,068 | 0.00% | 53 | -90 | -62.9% | -$8,606 | 减仓 |
| — | WISDOMTREE TR | $5,059 | 0.00% | 50 | 50 | — | $5,059 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $5,020 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $5,004 | 0.00% | 54 | 54 | — | $5,004 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $4,979 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $4,970 | 0.00% | 110 | 110 | — | $4,970 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $4,960 | 0.00% | 330 | -8 | -2.4% | -$120 | 减仓 |
| — | EATON VANCE TAX ADVANTAGED G | $4,930 | 0.00% | 185 | -115 | -38.3% | -$3,065 | 减仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $4,904 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| SPBO | SPDR SER TR | $4,848 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $4,839 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | RUNWAY GROWTH FINANCE CORP | $4,809 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $4,802 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $4,798 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $4,793 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $4,789 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $4,759 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | COHEN STEERS CLOSED END OP | $4,756 | 0.00% | 371 | 7 | 1.9% | $90 | 加仓 |
| GRAL | GRAIL INC | $4,755 | 0.00% | 92 | -19 | -17.1% | -$982 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,688 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $4,606 | 0.00% | 33 | -14 | -29.8% | -$1,954 | 减仓 |
| USSG | DBX ETF TR | $4,558 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $4,546 | 0.00% | 258 | -8 | -3.0% | -$141 | 减仓 |
| — | LISTED FD TR | $4,536 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $4,526 | 0.00% | 570 | 570 | — | $4,526 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $4,454 | 0.00% | 305 | -495 | -61.9% | -$7,229 | 减仓 |
| IT | GARTNER INC | $4,434 | 0.00% | 28 | 20 | 250.0% | $3,167 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $4,428 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $4,423 | 0.00% | 69 | -8 | -10.4% | -$513 | 减仓 |
| DOCU | DOCUSIGN INC | $4,362 | 0.00% | 92 | 10 | 12.2% | $474 | 加仓 |
| ALLE | ALLEGION PLC | $4,359 | 0.00% | 30 | -127 | -80.9% | -$1.85万 | 减仓 |
| VIRT | VIRTU FINL INC | $4,354 | 0.00% | 99 | -712 | -87.8% | -$3.13万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $4,334 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $4,297 | 0.00% | 44 | 11 | 33.3% | $1,074 | 加仓 |
| TWLO | TWILIO INC | $4,278 | 0.00% | 34 | -10 | -22.7% | -$1,258 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4,267 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $4,263 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $4,261 | 0.00% | 62 | 62 | — | $4,261 | 新建仓 |
| AROC | ARCHROCK INC | $4,260 | 0.00% | 122 | 122 | — | $4,260 | 新建仓 |
| AIA | ISHARES TR | $4,246 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $4,210 | 0.00% | 500 | -158 | -24.0% | -$1,330 | 重新持有 |
| GSM | FERROGLOBE PLC | $4,194 | 0.00% | 1,018 | -7,316 | -87.8% | -$3.01万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4,181 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $4,171 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,148 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $4,139 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $4,124 | 0.00% | 91 | -45 | -33.1% | -$2,039 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $4,036 | 0.00% | 206 | -7 | -3.3% | -$137 | 减仓 |
| — | VANECK ETF TRUST | $4,030 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $4,024 | 0.00% | 800 | -129 | -13.9% | -$649 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,002 | 0.00% | 43 | 43 | — | $4,002 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $3,992 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $3,979 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $3,953 | 0.00% | 36 | -92 | -71.9% | -$1.01万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,925 | 0.00% | 164 | -3,455 | -95.5% | -$8.27万 | 减仓 |
| VERX | VERTEX INC | $3,924 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $3,866 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3,859 | 0.00% | 48 | -12 | -20.0% | -$965 | 减仓 |
| IBRX | IMMUNITYBIO INC | $3,827 | 0.00% | 499 | -345 | -40.9% | -$2,646 | 减仓 |