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
PDN INVESCO EXCH TRADED FD TR II $3,8170.00%88 00.0% — 不变
XJH ISHARES TR $3,8110.00%84 00.0% — 不变
HXL HEXCEL CORP NEW $3,8040.00%47 47— $3,804 新建仓
IMAX IMAX CORP $3,8010.00%100 00.0% — 不变
SPTL SPDR SER TR $3,7870.00%144 76111.8% $1,999 加仓
BF/B BROWN FORMAN CORP $3,7540.00%142 -417-74.6% -$1.10万 减仓
PAM PAMPA ENERGIA S A $3,7170.00%42 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $3,7150.00%80 -15-15.8% -$697 减仓
BBAG J P MORGAN EXCHANGE TRADED F $3,6930.00%80 1014.3% $462 加仓
BBWI BATH BODY WORKS INC $3,6590.00%196 2112.0% $392 加仓
— DIREXION SHS ETF TR $3,6500.00%35 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $3,6480.00%126 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $3,6200.00%1,000 00.0% — 不变
GME GAMESTOP CORP NEW $3,6170.00%157 85.4% $184 加仓
JBHT HUNT J B TRANS SVCS INC $3,6020.00%17 00.0% — 不变
SJM SMUCKER J M CO $3,5680.00%37 1568.2% $1,446 加仓
— EATON VANCE FLTING RATE INC $3,5410.00%330 00.0% — 不变
— VIRGINIA NATL BANKSHARES COR $3,5270.00%92 00.0% — 不变
EFXT ENERFLEX LTD $3,5150.00%168 00.0% — 不变
TU TELUS CORPORATION $3,5030.00%273 00.0% — 不变
RDWR RADWARE LTD $3,5010.00%133 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $3,4460.00%30 00.0% — 不变
CELC CELCUITY INC $3,4240.00%30 30— $3,424 新建仓
BSCT INVESCO EXCH TRD SLF IDX FD $3,4150.00%183 00.0% — 不变
HSIC HENRY SCHEIN INC $3,4090.00%46 -343-88.2% -$2.54万 减仓
— LISTED FD TR $3,3930.00%190 84.4% $143 加仓
PTF INVESCO EXCHANGE TRADED FD T $3,3890.00%39 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $3,3780.00%200 00.0% — 不变
LOGI LOGITECH INTL S A $3,3710.00%37 12.8% $91 重新持有
LIVN LIVANOVA PLC $3,3690.00%53 00.0% — 不变
USIG ISHARES TR $3,3420.00%65 -10-13.3% -$514 减仓
ZROZ PIMCO ETF TR $3,3290.00%52 00.0% — 不变
SFL SFL CORPORATION LTD $3,3280.00%308 00.0% — 不变
PK PARK HOTELS RESORTS INC $3,3170.00%315 -1,780-85.0% -$1.87万 减仓
INFY INFOSYS LTD $3,3100.00%245 00.0% — 不变
SSTK SHUTTERSTOCK INC $3,2990.00%199 00.0% — 不变
— STRATEGY SHS $3,2690.00%111 98.8% $265 加仓
SOUN SOUNDHOUND AI INC $3,2430.00%472 -5,000-91.4% -$3.44万 减仓
SPRY ARS PHARMACEUTICALS INC $3,2120.00%400 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $3,1970.00%50 00.0% — 不变
SRTA BLADE AIR MOBILITY INC $3,1910.00%763 00.0% — 不变
URBN URBAN OUTFITTERS INC $3,1680.00%50 -390-88.6% -$2.47万 减仓
SPIB SPDR SER TR $3,1530.00%94 00.0% — 不变
CXT CRANE NXT CO $3,1250.00%77 00.0% — 不变
FDMO FIDELITY COVINGTON TRUST $3,1240.00%39 -168-81.2% -$1.35万 减仓
BLBD BLUE BIRD CORP $3,1230.00%55 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $3,1070.00%786 -1,000-56.0% -$3,953 减仓
ING ING GROEP N V $3,1000.00%119 -6-4.8% -$156 减仓
PGEN PRECIGEN INC $3,0960.00%800 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $3,0800.00%29 -143-83.1% -$1.52万 减仓
SKM SK TELECOM CO LTD $3,0750.00%105 00.0% — 不变
ALAB ASTERA LABS INC $3,0690.00%28 -2,108-98.7% -$23.11万 减仓
HBM HUDBAY MINERALS INC $3,0510.00%146 00.0% — 不变
JLL JONES LANG LASALLE INC $3,0430.00%10 -17-63.0% -$5,173 减仓
FXU FIRST TR EXCHANGE TRADED FD $3,0420.00%61 00.0% — 不变
VYX NCR VOYIX CORPORATION $3,0380.00%480 -1,600-76.9% -$1.01万 减仓
CLOI VANECK ETF TRUST $3,0340.00%58 11.8% $52 加仓
VTEI VANGUARD MUN BD FDS $2,9980.00%30 00.0% — 不变
UHAL U HAUL HOLDING COMPANY $2,9830.00%62 -428-87.3% -$2.06万 减仓
VGIT VANGUARD SCOTTSDALE FDS $2,9780.00%50 -398-88.8% -$2.37万 减仓
MKC MCCORMICK CO INC $2,9760.00%59 2051.3% $1,009 加仓
— MARTIN MIDSTREAM PRTNRS L P $2,9730.00%1,077 00.0% — 不变
HUBS HUBSPOT INC $2,9290.00%12 -9-42.9% -$2,197 减仓
EZPW EZCORP INC $2,9190.00%115 00.0% — 不变
GAP GAP INC $2,9040.00%120 00.0% — 不变
— NIU TECHNOLOGIES $2,8900.00%1,000 00.0% — 不变
USFD US FOODS HLDG CORP $2,8590.00%31 -14-31.1% -$1,291 减仓
BTZ BLACKROCK CR ALLOCATION INCO $2,8580.00%283 -1-0.4% -$10 减仓
HFRO HIGHLAND OPPORTUNITIES $2,8550.00%500 00.0% — 不变
FDVV FIDELITY COVINGTON TRUST $2,8500.00%52 -89-63.1% -$4,878 减仓
UNM UNUM GROUP $2,8480.00%39 00.0% — 不变
— SILVERCREST ASSET MGMT GROUP $2,8310.00%211 00.0% — 不变
CPA COPA HOLDINGS SA $2,8260.00%25 00.0% — 不变
CPF CENTRAL PAC FINL CORP $2,8120.00%88 00.0% — 不变
STT STATE STR CORP $2,7850.00%22 -290-92.9% -$3.67万 减仓
— ALPS ETF TR $2,7740.00%53 920.5% $471 加仓
PCEF INVESCO EXCH TRADED FD TR II $2,7670.00%147 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $2,7520.00%102 00.0% — 不变
UA UNDER ARMOUR INC $2,7500.00%475 00.0% — 不变
MLPX GLOBAL X FDS $2,7360.00%37 00.0% — 不变
GNRC GENERAC HLDGS INC $2,7350.00%14 675.0% $1,172 加仓
ADEA ADEIA INC $2,7150.00%113 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $2,6880.00%124 00.0% — 不变
KEP KOREA ELEC PWR CORP $2,6650.00%187 00.0% — 不变
MAS MASCO CORP $2,6560.00%44 -2,736-98.4% -$16.52万 减仓
IHS IHS HOLDING LIMITED $2,6250.00%319 -2,126-87.0% -$1.75万 减仓
NU NU HLDGS LTD $2,6150.00%182 00.0% — 不变
EG EVEREST GROUP LTD $2,6150.00%8 360.0% $981 加仓
AIZ ASSURANT INC $2,6140.00%12 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $2,6070.00%33 1473.7% $1,106 加仓
UTI UNIVERSAL TECHNICAL INST INC $2,5990.00%72 72— $2,599 新建仓
— MATTHEWS ASIA FDS $2,5910.00%65 00.0% — 不变
— PROSHARES TR $2,5700.00%115 00.0% — 不变
BANR BANNER CORP $2,5490.00%42 -1-2.3% -$61 减仓
PCY INVESCO EXCH TRADED FD TR II $2,5450.00%122 00.0% — 不变
CGNT COGNYTE SOFTWARE LTD $2,5430.00%314 00.0% — 不变
AXS AXIS CAP HLDGS LTD $2,5350.00%25 00.0% — 不变
— WESTERN ASSET INTER MUNI FD $2,5340.00%330 00.0% — 不变
ERIE ERIE INDTY CO $2,5130.00%10 342.9% $754 加仓
RIOT RIOT PLATFORMS INC $2,4720.00%200 00.0% — 不变