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
ZETA ZETA GLOBAL HOLDINGS CORP $3,4440.00%175 2516.7% $492 加仓
— GLIMPSE GROUP INC $3,4440.00%4,473 340.8% $26 加仓
— ALPS ETF TR $3,4260.00%53 00.0% — 不变
CPF CENTRAL PAC FINL CORP $3,3620.00%88 00.0% — 不变
USIG ISHARES TR $3,3460.00%65 00.0% — 不变
IGF ISHARES TR $3,3300.00%50 -2,710-98.2% -$18.05万 减仓
CGW INVESCO EXCH TRADED FD TR II $3,2870.00%50 00.0% — 不变
— MATTHEWS ASIA FDS $3,2470.00%65 00.0% — 不变
— SIREN ETF TR $3,2470.00%128 00.0% — 重新持有
HTGC HERCULES CAPITAL INC $3,2280.00%205 -1,000-83.0% -$1.57万 减仓
MKC MCCORMICK CO INC $3,2270.00%64 58.5% $252 加仓
GTLB GITLAB INC $3,2060.00%105 00.0% — 不变
SFL SFL CORPORATION LTD $3,1460.00%308 00.0% — 不变
MKSI MKS INSTRS INC $3,1140.00%7 7— $3,114 新建仓
IT GARTNER INC $3,1110.00%24 -4-14.3% -$518 减仓
FDVV FIDELITY COVINGTON TRUST $3,1110.00%52 00.0% — 不变
CLOI VANECK ETF TRUST $3,0870.00%58 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $3,0860.00%30 00.0% — 不变
UTI UNIVERSAL TECHNICAL INST INC $3,0790.00%72 00.0% — 不变
MGNX MACROGENICS INC $3,0680.00%664 00.0% — 不变
SOUN SOUNDHOUND AI INC $3,0540.00%472 00.0% — 不变
KGC KINROSS GOLD CORP $3,0290.00%128 -313-71.0% -$7,407 减仓
LAC LITHIUM AMERS CORP NEW $3,0280.00%786 00.0% — 不变
FXU FIRST TR EXCHANGE TRADED FD $3,0260.00%61 00.0% — 不变
CLSK CLEANSPARK INC $3,0260.00%208 208— $3,026 新建仓
PRCH PORCH GROUP INC $3,0080.00%200 5033.3% $752 加仓
VSXY VICTORIAS SECRET AND CO $3,0050.00%36 00.0% — 不变
PCEF INVESCO EXCH TRADED FD TR II $2,9860.00%147 00.0% — 不变
UA UNDER ARMOUR INC $2,9550.00%475 00.0% — 不变
ELVA ELECTROVAYA INC $2,9400.00%280 280— $2,940 新建仓
BSCT INVESCO EXCH TRD SLF IDX FD $2,9350.00%158 -25-13.7% -$464 减仓
IP INTERNATIONAL PAPER CO $2,9350.00%77 2240.0% $839 加仓
— VANECK ETF TRUST $2,9120.00%79 00.0% — 不变
XMTR XOMETRY INC $2,8960.00%30 00.0% — 不变
EWZ ISHARES INC $2,8940.00%84 3882.6% $1,309 加仓
TU TELUS CORPORATION $2,8860.00%273 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $2,8760.00%11 -61-84.7% -$1.59万 减仓
TXRH TEXAS ROADHOUSE INC $2,8650.00%15 17.1% $191 加仓
DORM DORMAN PRODS INC $2,8650.00%21 00.0% — 不变
MOS MOSAIC CO NEW $2,8530.00%135 -103-43.3% -$2,177 减仓
PXH INVESCO EXCH TRADED FD TR II $2,8510.00%102 00.0% — 不变
— STRATEGY SHS $2,8270.00%112 10.9% $25 加仓
ZROZ PIMCO ETF TR $2,8200.00%44 -8-15.4% -$513 减仓
CRI CARTERS INC $2,7990.00%68 00.0% — 不变
BANR BANNER CORP $2,7900.00%42 00.0% — 不变
BOX BOX INC $2,7870.00%105 55.0% $133 加仓
SSTK SHUTTERSTOCK INC $2,7710.00%199 00.0% — 不变
VYX NCR VOYIX CORPORATION $2,7610.00%338 -142-29.6% -$1,160 减仓
CGNT COGNYTE SOFTWARE LTD $2,7570.00%314 00.0% — 不变
MLPX GLOBAL X FDS $2,7250.00%37 00.0% — 不变
— DIREXION SHS ETF TR $2,7080.00%36 12.9% $75 加仓
— FIRST TR EXCHANGE TRADED ALP $2,6930.00%39 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $2,6680.00%4 -28-87.5% -$1.87万 减仓
AME AMETEK INC $2,6630.00%11 -1,519-99.3% -$36.77万 减仓
NMM NAVIOS MARITIME PARTNERS L P $2,6630.00%38 38— $2,663 新建仓
ONTO ONTO INNOVATION INC $2,6490.00%7 7— $2,649 新建仓
PCY INVESCO EXCH TRADED FD TR II $2,6380.00%122 00.0% — 不变
IHS IHS HOLDING LIMITED $2,6290.00%319 00.0% — 不变
HYLN HYLIION HOLDINGS CORP $2,6050.00%500 500— $2,605 新建仓
NSP INSPERITY INC $2,6030.00%63 2253.7% $909 加仓
COLB COLUMBIA BKG SYS INC $2,5960.00%81 00.0% — 不变
INFY INFOSYS LTD $2,5700.00%245 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $2,5590.00%100 100— $2,559 新建仓
ARDX ARDELYX INC $2,5500.00%500 500— $2,550 新建仓
— DIREXION SHS ETF TR $2,5310.00%100 100— $2,531 新建仓
— MARTIN MIDSTREAM PRTNRS L P $2,4880.00%1,077 00.0% — 不变
USHY ISHARES TR $2,4800.00%67 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $2,4500.00%1,070 707.0% $160 加仓
FAX ABRDN ASIA PACIFIC INCOME FU $2,4420.00%166 00.0% — 不变
ICVT ISHARES TR $2,4350.00%20 -131-86.8% -$1.59万 减仓
KSS KOHLS CORP $2,4330.00%137 -34-19.9% -$604 减仓
NU NU HLDGS LTD $2,4320.00%182 00.0% — 不变
— CBRE GBL REAL ESTATE INC FD $2,4130.00%523 00.0% — 不变
VAL VALARIS LTD $2,3960.00%33 -10,420-99.7% -$75.66万 重新持有
EXE EXPAND ENERGY CORPORATION $2,3720.00%26 -10-27.8% -$912 减仓
IBRX IMMUNITYBIO INC $2,3640.00%270 -229-45.9% -$2,005 减仓
JEMA J P MORGAN EXCHANGE TRADED F $2,3640.00%37 -2-5.1% -$128 减仓
GEN GEN DIGITAL INC $2,3410.00%94 -9-8.7% -$224 减仓
VRSK VERISK ANALYTICS INC $2,3350.00%13 562.5% $898 加仓
NTGR NETGEAR INC $2,3350.00%100 100— $2,335 新建仓
BEN FRANKLIN RESOURCES INC $2,3290.00%70 22.9% $67 加仓
— WELLS FARGO CO NEW $2,3140.00%2 00.0% — 不变
HUT HUT 8 CORP $2,3090.00%20 20— $2,309 新建仓
UMBF UMB FINL CORP $2,2840.00%16 00.0% — 不变
— ATKORE INC $2,2810.00%30 30— $2,281 新建仓
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK $2,2650.00%15 15— $2,265 新建仓
ALLE ALLEGION PLC $2,2480.00%16 -14-46.7% -$1,967 减仓
AEIS ADVANCED ENERGY INDS $2,2380.00%6 6— $2,238 新建仓
NHI NATIONAL HEALTH INVS INC $2,2120.00%29 00.0% — 不变
MARA MARA HOLDINGS INC $2,2090.00%159 -1,986-92.6% -$2.76万 减仓
— PACER FDS TR $2,1960.00%48 00.0% — 不变
HUBS HUBSPOT INC $2,1900.00%12 00.0% — 不变
— DOMINARI HOLDINGS INC $2,1780.00%694 609.5% $188 加仓
UUUU ENERGY FUELS INC $2,1750.00%150 -200-57.1% -$2,900 减仓
IETC ISHARES U S ETF TR $2,1600.00%20 00.0% — 不变
IFV FIRST TR EXCHANGE TRADED FD $2,1550.00%80 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $2,1530.00%25 956.2% $775 加仓
CALM CAL MAINE FOODS INC $2,1320.00%26 -101-79.5% -$8,282 减仓
— SILVERCREST ASSET MGMT GROUP $2,1290.00%211 00.0% — 不变
LVS LAS VEGAS SANDS CORP $2,1250.00%46 -169-78.6% -$7,807 减仓