Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $740.15万 | 0.22% | 91,309 | 1,417 | 1.6% | $11.49万 | 加仓 |
| ASML | ASML Holding N.V. | $722.08万 | 0.22% | 3,632 | -133 | -3.5% | -$26.44万 | 减仓 |
| SPYV | SPDR SER TR | $715.23万 | 0.22% | 117,655 | -2,741 | -2.3% | -$16.66万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $701.52万 | 0.21% | 67,964 | -2,086 | -3.0% | -$21.53万 | 减仓 |
| TSLA | TESLA INC | $686.57万 | 0.21% | 16,324 | -1,108 | -6.4% | -$46.60万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $678.57万 | 0.20% | 34,341 | 996 | 3.0% | $19.68万 | 加仓 |
| BIL | SPDR SER TR | $660.20万 | 0.20% | 72,043 | 8,463 | 13.3% | $77.55万 | 加仓 |
| ATI | ATI INC COM | $658.80万 | 0.20% | 33,435 | -161 | -0.5% | -$3.17万 | 减仓 |
| — | Exxon Mobil Corp | $654.86万 | 0.20% | 47,899 | 7,624 | 18.9% | $104.23万 | 加仓 |
| MAGS | Roundhill Magnificient Seven ETF | $647.92万 | 0.20% | 100,727 | -3,172 | -3.1% | -$20.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $621.47万 | 0.19% | 110,034 | -137 | -0.1% | -$7,738 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $615.47万 | 0.19% | 7,747 | -174 | -2.2% | -$13.82万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $614.90万 | 0.19% | 193,912 | 2,288 | 1.2% | $7.26万 | 加仓 |
| IWM | ISHARES TR | $614.28万 | 0.19% | 20,445 | -368 | -1.8% | -$11.06万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $602.71万 | 0.18% | 88,621 | 3,289 | 3.9% | $22.37万 | 加仓 |
| TWLO | TWILIO INC CL A | $602.17万 | 0.18% | 29,172 | 29,138 | 85,700.0% | $601.46万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $601.41万 | 0.18% | 119,732 | 3,140 | 2.7% | $15.77万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $600.38万 | 0.18% | 204,021 | 29,683 | 17.0% | $87.35万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $598.97万 | 0.18% | 67,293 | -3,768 | -5.3% | -$33.54万 | 减仓 |
| XLU | Utilities Select Sector SPDR | $597.62万 | 0.18% | 131,824 | -3,467 | -2.6% | -$15.72万 | 减仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $594.68万 | 0.18% | 56,657 | 46,643 | 465.8% | $489.57万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $585.07万 | 0.18% | 118,723 | 1,631 | 1.4% | $8.04万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $583.61万 | 0.18% | 34,644 | 1,317 | 4.0% | $22.19万 | 加仓 |
| WELL | WELLTOWER INC COM | $578.30万 | 0.17% | 25,459 | -2 | -0.0% | -$454 | 减仓 |
| XLP | Consumer Staples Select Sector SPDR | $574.97万 | 0.17% | 69,217 | -5,167 | -6.9% | -$42.92万 | 减仓 |
| XPO | XPO Logistics, Inc. | $564.08万 | 0.17% | 27,466 | 145 | 0.5% | $2.98万 | 加仓 |
| NVS | Novartis AG | $563.35万 | 0.17% | 35,965 | -600 | -1.6% | -$9.40万 | 减仓 |
| IUSV | ISHARES TR | $561.48万 | 0.17% | 50,974 | -421 | -0.8% | -$4.64万 | 减仓 |
| HD | HOME DEPOT INC | $558.16万 | 0.17% | 15,826 | -11,449 | -42.0% | -$403.79万 | 减仓 |
| SGOV | ISHARES TR | $556.72万 | 0.17% | 55,301 | 11,548 | 26.4% | $116.25万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $553.81万 | 0.17% | 102,520 | 2,001 | 2.0% | $10.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $548.50万 | 0.17% | 14,823 | -5,439 | -26.8% | -$201.26万 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $541.47万 | 0.16% | 81,728 | 81,666 | 131,719.4% | $541.05万 | 加仓 |
| MGK | VANGUARD WORLD FD | $538.08万 | 0.16% | 61,208 | -7,537 | -11.0% | -$66.26万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $522.49万 | 0.16% | 24,556 | -7,222 | -22.7% | -$153.67万 | 减仓 |
| CSCO | Cisco Systems | $519.96万 | 0.16% | 44,271 | -4,431 | -9.1% | -$52.04万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $504.37万 | 0.15% | 174,100 | 2,775 | 1.6% | $8.04万 | 加仓 |
| IWD | ISHARES TR | $501.70万 | 0.15% | 20,694 | -1,426 | -6.4% | -$34.57万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $495.00万 | 0.15% | 25,433 | 534 | 2.1% | $10.39万 | 加仓 |
| EEM | ISHARES TR | $494.34万 | 0.15% | 72,262 | 3,596 | 5.2% | $24.60万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $481.54万 | 0.15% | 105,369 | -1,769 | -1.7% | -$8.08万 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $480.95万 | 0.15% | 33,241 | 31,740 | 2,114.6% | $459.23万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $474.28万 | 0.14% | 93,768 | 3,335 | 3.7% | $16.87万 | 加仓 |
| EME | EMCOR GROUP INC COM | $470.73万 | 0.14% | 5,674 | 235 | 4.3% | $19.50万 | 加仓 |
| TJX | TJX Companies | $468.99万 | 0.14% | 30,957 | 6,489 | 26.5% | $98.31万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $460.18万 | 0.14% | 12,372 | -4,989 | -28.7% | -$185.57万 | 减仓 |
| TT | Trane Technologies | $458.72万 | 0.14% | 9,340 | -936 | -9.1% | -$45.97万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $455.46万 | 0.14% | 47,722 | 688 | 1.5% | $6.57万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $441.90万 | 0.13% | 61,240 | -1,425 | -2.3% | -$10.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $441.21万 | 0.13% | 17,920 | -1,104 | -5.8% | -$27.18万 | 减仓 |
| FLEX | FLEX LTD | $439.75万 | 0.13% | 27,190 | 27,190 | — | $439.75万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $424.08万 | 0.13% | 26,252 | 3,053 | 13.2% | $49.32万 | 加仓 |
| ARKQ | ARK ETF TR | $422.94万 | 0.13% | 31,988 | 5,572 | 21.1% | $73.67万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $422.10万 | 0.13% | 89,428 | 2,295 | 2.6% | $10.83万 | 加仓 |
| ISRG | Intuitive Surgical, Inc. | $416.61万 | 0.13% | 10,474 | -3,547 | -25.3% | -$141.08万 | 减仓 |
| WFRD | WEATHERFORD INTL | $415.90万 | 0.13% | 51,040 | -254 | -0.5% | -$2.07万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $404.13万 | 0.12% | 115,366 | 1,297 | 1.1% | $4.54万 | 加仓 |
| XLE | Energy Select Sector SPDR | $400.56万 | 0.12% | 75,423 | -16,700 | -18.1% | -$88.69万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $399.39万 | 0.12% | 99,524 | 1,032 | 1.0% | $4.14万 | 加仓 |
| IWR | ISHARES TR | $398.11万 | 0.12% | 36,087 | -522 | -1.4% | -$5.76万 | 减仓 |
| LOW | LOWES COS INC COM | $391.53万 | 0.12% | 17,755 | 5,518 | 45.1% | $121.68万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $383.21万 | 0.12% | 75,212 | 2,352 | 3.2% | $11.98万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $380.94万 | 0.12% | 49,666 | -208 | -0.4% | -$1.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $375.25万 | 0.11% | 62,867 | -590 | -0.9% | -$3.52万 | 减仓 |
| — | STATE STREET SPDR S&P HEALTH CARE SERVICES ETF | $373.78万 | 0.11% | 28,286 | 28,286 | — | $373.78万 | 新建仓 |
| VRT | Vertiv Holdings | $371.97万 | 0.11% | 11,115 | 17 | 0.2% | $5,689 | 加仓 |
| ADI | ANALOG DEVICES INC | $370.49万 | 0.11% | 9,330 | 2,023 | 27.7% | $80.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $369.13万 | 0.11% | 109,082 | 12,908 | 13.4% | $43.68万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $365.63万 | 0.11% | 94,332 | 12,253 | 14.9% | $47.49万 | 加仓 |
| LMT | Lockheed Martin Corporation | $362.84万 | 0.11% | 7,122 | -125 | -1.7% | -$6.37万 | 减仓 |
| HWM | Howmet Aerospace | $359.33万 | 0.11% | 13,362 | 6,610 | 97.9% | $177.75万 | 加仓 |
| GE | GE AEROSPACE | $353.89万 | 0.11% | 9,469 | 638 | 7.2% | $23.84万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $352.44万 | 0.11% | 42,083 | 230 | 0.5% | $1.93万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $352.35万 | 0.11% | 34,060 | 833 | 2.5% | $8.62万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $351.28万 | 0.11% | 22,431 | 22,431 | — | $351.28万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $346.86万 | 0.10% | 76,520 | -542 | -0.7% | -$2.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $344.59万 | 0.10% | 11,560 | 9,290 | 409.3% | $276.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $340.24万 | 0.10% | 12,099 | -317 | -2.6% | -$8.91万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $338.32万 | 0.10% | 70,956 | 214 | 0.3% | $1.02万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $336.59万 | 0.10% | 17,553 | 4,592 | 35.4% | $88.05万 | 加仓 |
| CLS | CELESTICA INC | $332.11万 | 0.10% | 9,104 | 2,159 | 31.1% | $78.76万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $331.24万 | 0.10% | 76,782 | -294 | -0.4% | -$1.27万 | 减仓 |
| ABBV | ABBVIE INC | $329.96万 | 0.10% | 13,113 | 1,188 | 10.0% | $29.89万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $326.24万 | 0.10% | 13,426 | -523 | -3.7% | -$12.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $323.81万 | 0.10% | 78,766 | -3,432 | -4.2% | -$14.11万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $321.12万 | 0.10% | 62,903 | 8,217 | 15.0% | $41.95万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $319.98万 | 0.10% | 115,599 | -6,009 | -4.9% | -$16.63万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $317.81万 | 0.10% | 13,379 | 586 | 4.6% | $13.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $313.69万 | 0.09% | 35,740 | -5,196 | -12.7% | -$45.61万 | 减仓 |
| ETN | EATON CORP PLC | $311.99万 | 0.09% | 7,322 | -1,170 | -13.8% | -$49.85万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $311.67万 | 0.09% | 90,027 | 595 | 0.7% | $2.06万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $311.47万 | 0.09% | 12,264 | -1,063 | -8.0% | -$27.00万 | 减仓 |
| — | PGIM ROCK ETF TR | $309.77万 | 0.09% | 101,099 | -4,663 | -4.4% | -$14.29万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $309.22万 | 0.09% | 75,586 | -3,480 | -4.4% | -$14.24万 | 减仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $308.68万 | 0.09% | 19,341 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $308.48万 | 0.09% | 79,813 | -275 | -0.3% | -$1.06万 | 减仓 |
| PGR | PROGRESSIVE CORP | $305.13万 | 0.09% | 13,961 | -1,676 | -10.7% | -$36.63万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $302.29万 | 0.09% | 16,140 | 16,140 | — | $302.29万 | 新建仓 |
| — | PGIM ROCK ETF TR | $302.18万 | 0.09% | 94,668 | -121 | -0.1% | -$3,862 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $302.15万 | 0.09% | 85,018 | -228 | -0.3% | -$8,103 | 减仓 |