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 |
|---|---|---|---|---|---|---|---|---|
| MAGS | LISTED FD TR | $601.99万 | 0.21% | 103,899 | -13,514 | -11.5% | -$78.30万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $594.79万 | 0.20% | 70,050 | 948 | 1.4% | $8.05万 | 加仓 |
| IDEV | ISHARES TR | $593.86万 | 0.20% | 71,061 | 30 | 0.0% | $2,507 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $589.42万 | 0.20% | 62,718 | -2,384 | -3.7% | -$22.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $587.90万 | 0.20% | 191,624 | 3,548 | 1.9% | $10.89万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $587.17万 | 0.20% | 63,608 | -23,726 | -27.2% | -$219.01万 | 减仓 |
| ADBE | Adobe, Inc. | $584.18万 | 0.20% | 24,033 | 16,232 | 208.1% | $394.56万 | 加仓 |
| BIL | SPDR SER TR | $582.65万 | 0.20% | 63,580 | 8,287 | 15.0% | $75.94万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $582.38万 | 0.20% | 116,592 | 7,561 | 6.9% | $37.77万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $576.54万 | 0.20% | 7,921 | 7,916 | 158,320.0% | $576.17万 | 重新持有 |
| INTC | INTEL CORP | $575.68万 | 0.20% | 130,451 | 101,817 | 355.6% | $449.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $569.14万 | 0.19% | 14,578 | -14,671 | -50.2% | -$572.77万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $564.34万 | 0.19% | 92,123 | 17,619 | 23.6% | $107.93万 | 加仓 |
| NVS | NOVARTIS AG | $558.53万 | 0.19% | 36,565 | -2,418 | -6.2% | -$36.93万 | 减仓 |
| GEV | GE VERNOVA INC | $553.79万 | 0.19% | 6,344 | 15 | 0.2% | $1.31万 | 加仓 |
| AMD | Advanced Micro Devices Inc. | $550.98万 | 0.19% | 27,084 | 515 | 1.9% | $10.48万 | 加仓 |
| PULS | PGIM ETF TR | $546.42万 | 0.19% | 110,389 | 22,979 | 26.3% | $113.75万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $538.43万 | 0.18% | 48,603 | 3,925 | 8.8% | $43.48万 | 加仓 |
| XPO | XPO INC | $531.53万 | 0.18% | 27,321 | 27,121 | 13,560.5% | $527.64万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $530.54万 | 0.18% | 100,519 | -22 | -0.0% | -$1,161 | 减仓 |
| IUSV | ISHARES TR | $525.51万 | 0.18% | 51,395 | -1,077 | -2.1% | -$11.01万 | 减仓 |
| IWM | ISHARES TR | $516.16万 | 0.18% | 20,813 | 929 | 4.7% | $23.04万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $513.43万 | 0.18% | 174,338 | -19,471 | -10.0% | -$57.34万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $509.15万 | 0.17% | 24,899 | -1,678 | -6.3% | -$34.31万 | 减仓 |
| MGK | VANGUARD WORLD FD | $505.20万 | 0.17% | 13,749 | 2,565 | 22.9% | $94.25万 | 加仓 |
| WELL | WELLTOWER INC | $503.39万 | 0.17% | 25,461 | -1,872 | -6.8% | -$37.01万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $498.11万 | 0.17% | 117,092 | 18,010 | 18.2% | $76.61万 | 加仓 |
| ASML | ASML Holding N.V. | $497.23万 | 0.17% | 3,765 | 1,589 | 73.0% | $209.85万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $496.46万 | 0.17% | 85,332 | 2,207 | 2.7% | $12.84万 | 加仓 |
| NOW | SERVICENOW INC | $490.07万 | 0.17% | 46,874 | 38,351 | 450.0% | $400.96万 | 加仓 |
| ATI | ATI INC COM USD0.10 | $488.69万 | 0.17% | 33,596 | 33,596 | — | $488.69万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $485.14万 | 0.17% | 51,294 | 51,294 | — | $485.14万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $481.09万 | 0.16% | 17,779 | -17 | -0.1% | -$4,600 | 减仓 |
| DIVO | AMPLIFY ETF TR | $480.52万 | 0.16% | 107,138 | 2,341 | 2.2% | $10.50万 | 加仓 |
| IWD | ISHARES TR | $472.63万 | 0.16% | 22,120 | -557 | -2.5% | -$11.90万 | 减仓 |
| CF | CF INDS HLDGS INC | $468.06万 | 0.16% | 36,049 | 33,775 | 1,485.3% | $438.53万 | 加仓 |
| NXT | NEXTRACKER INC | $461.37万 | 0.16% | 38,272 | 38,272 | — | $461.37万 | 新建仓 |
| COPX | GLOBAL X FDS | $461.02万 | 0.16% | 60,382 | -6,986 | -10.4% | -$53.34万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $455.38万 | 0.16% | 171,325 | 19,544 | 12.9% | $51.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $451.17万 | 0.15% | 90,433 | 15,176 | 20.2% | $75.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $450.75万 | 0.15% | 62,665 | -3,049 | -4.6% | -$21.93万 | 减仓 |
| SGOV | ISHARES TR | $440.42万 | 0.15% | 43,753 | 468 | 1.1% | $4.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $438.01万 | 0.15% | 7,247 | 213 | 3.0% | $12.87万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $428.22万 | 0.15% | 10,276 | 1,339 | 15.0% | $55.80万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $419.68万 | 0.14% | 33,327 | 959 | 3.0% | $12.08万 | 加仓 |
| CCJ | CAMECO CORP | $418.36万 | 0.14% | 38,519 | 28,599 | 288.3% | $310.62万 | 加仓 |
| CVX | CHEVRON CORP NEW | $412.68万 | 0.14% | 19,946 | 2,550 | 14.7% | $52.76万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $408.83万 | 0.14% | 15,115 | 12,070 | 396.4% | $326.47万 | 加仓 |
| IXUS | ISHARES TR | $407.50万 | 0.14% | 47,034 | 3,545 | 8.2% | $30.71万 | 加仓 |
| EME | EMCOR GROUP INC COM STK USD0.01 | $401.54万 | 0.14% | 5,439 | 511 | 10.4% | $37.73万 | 加仓 |
| ALB | ALBEMARLE CORP COM USD0.01 | $391.91万 | 0.13% | 21,830 | 21,265 | 3,763.7% | $381.76万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $391.51万 | 0.13% | 19,024 | 1,449 | 8.2% | $29.82万 | 加仓 |
| TJX | TJX COS INC NEW | $390.76万 | 0.13% | 24,468 | 2,945 | 13.7% | $47.03万 | 加仓 |
| EEM | ISHARES TR | $389.95万 | 0.13% | 68,666 | 4,923 | 7.7% | $27.96万 | 加仓 |
| GLW | CORNING INC | $389.10万 | 0.13% | 28,617 | 2,925 | 11.4% | $39.77万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $388.45万 | 0.13% | 98,492 | 1,172 | 1.2% | $4.62万 | 加仓 |
| HCA | HCA Healthcare | $385.15万 | 0.13% | 8,138 | -419 | -4.9% | -$19.83万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $384.93万 | 0.13% | 49,874 | -16,694 | -25.1% | -$128.84万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $384.07万 | 0.13% | 114,069 | 2,209 | 2.0% | $7.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $380.21万 | 0.13% | 40,936 | 6,133 | 17.6% | $56.96万 | 加仓 |
| CSCO | Cisco Systems | $377.88万 | 0.13% | 48,702 | 1,195 | 2.5% | $9.27万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $374.30万 | 0.13% | 9,554 | 8,278 | 648.7% | $324.31万 | 加仓 |
| IWR | ISHARES TR | $355.95万 | 0.12% | 36,609 | -170 | -0.5% | -$1.65万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $350.19万 | 0.12% | 87,133 | 8,233 | 10.4% | $33.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $342.99万 | 0.12% | 63,457 | -113,001 | -64.0% | -$610.77万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $339.32万 | 0.12% | 34,258 | 25,253 | 280.4% | $250.13万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $338.07万 | 0.12% | 72,860 | 5,461 | 8.1% | $25.34万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $335.51万 | 0.11% | 7,070 | 7,067 | 235,566.7% | $335.37万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $327.59万 | 0.11% | 77,062 | 37,047 | 92.6% | $157.49万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $325.76万 | 0.11% | 13,327 | 501 | 3.9% | $12.25万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $322.81万 | 0.11% | 54,686 | 640 | 1.2% | $3.78万 | 加仓 |
| SLV | ISHARES SILVER TR | $320.18万 | 0.11% | 46,988 | 23,039 | 96.2% | $156.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $314.33万 | 0.11% | 82,198 | -4,670 | -5.4% | -$17.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $314.32万 | 0.11% | 41,853 | -107 | -0.3% | -$8,036 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $313.69万 | 0.11% | 153,694 | 410 | 0.3% | $8,368 | 加仓 |
| — | INNOVATOR ETFS TRUST | $311.21万 | 0.11% | 80,478 | -150 | -0.2% | -$5,800 | 减仓 |
| PGR | PROGRESSIVE CORP | $309.99万 | 0.11% | 15,637 | 4,192 | 36.6% | $83.10万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $309.99万 | 0.11% | 70,742 | -362 | -0.5% | -$1.59万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $305.90万 | 0.10% | 96,835 | -88 | -0.1% | -$2,780 | 减仓 |
| — | PGIM ROCK ETF TR | $305.69万 | 0.10% | 104,869 | -189 | -0.2% | -$5,509 | 减仓 |
| — | PGIM ROCK ETF TR | $304.38万 | 0.10% | 105,762 | -6,305 | -5.6% | -$18.15万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $304.17万 | 0.10% | 79,066 | -4,750 | -5.7% | -$18.27万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $303.91万 | 0.10% | 77,076 | -7,379 | -8.7% | -$29.10万 | 减仓 |
| ETN | EATON CORP PLC | $303.74万 | 0.10% | 8,492 | -345 | -3.9% | -$12.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $303.03万 | 0.10% | 13,949 | 277 | 2.0% | $6.02万 | 加仓 |
| SHOP | SHOPIFY INC | $301.58万 | 0.10% | 25,424 | -49,677 | -66.1% | -$589.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $300.95万 | 0.10% | 12,416 | 149 | 1.2% | $3.61万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $298.55万 | 0.10% | 121,608 | 6,371 | 5.5% | $15.64万 | 加仓 |
| ARKQ | ARK ETF TR | $297.05万 | 0.10% | 26,416 | 10,745 | 68.6% | $120.83万 | 加仓 |
| BX | BLACKSTONE INC | $291.51万 | 0.10% | 25,351 | -1,384 | -5.2% | -$15.91万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $290.72万 | 0.10% | 80,088 | 46,150 | 136.0% | $167.52万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $289.33万 | 0.10% | 82,079 | -6,833 | -7.7% | -$24.09万 | 减仓 |
| LOW | LOWES COS INC | $289.15万 | 0.10% | 12,237 | 266 | 2.2% | $6.29万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $288.42万 | 0.10% | 19,968 | 88 | 0.4% | $1.27万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $285.40万 | 0.10% | 85,246 | 50,346 | 144.3% | $168.56万 | 加仓 |
| — | PGIM ROCK ETF TR | $284.75万 | 0.10% | 94,789 | 94,789 | — | $284.75万 | 新建仓 |
| CEF | SPROTT PHYSICAL GOLD SILVE | $281.95万 | 0.10% | 59,085 | -2,842 | -4.6% | -$13.56万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $280.94万 | 0.10% | 61,113 | -3 | -0.0% | -$138 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.16万 | 0.10% | 96,174 | 8,429 | 9.6% | $24.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $278.10万 | 0.09% | 11,098 | -23,226 | -67.7% | -$582.01万 | 减仓 |