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
USHY ISHARES TR $2,4680.00%67 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $2,4640.00%700 00.0% — 不变
RIG TRANSOCEAN LTD $2,4500.00%370 00.0% — 不变
— PHIO PHARMACEUTICALS CORP $2,4400.00%2,000 2,000— $2,440 新建仓
CRI CARTERS INC $2,4320.00%68 -2-2.9% -$72 减仓
EVTL VERTICAL AEROSPACE LTD $2,4310.00%1,100 00.0% — 不变
THG HANOVER INS GROUP INC $2,4270.00%14 17.7% $173 加仓
FAX ABRDN ASIA PACIFIC INCOME FU $2,3940.00%166 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $2,3880.00%150 00.0% — 不变
— FIRST TR EXCHANGE TRADED ALP $2,3840.00%39 -38-49.4% -$2,323 减仓
GETYQ GETTY IMAGES HOLDINGS INC $2,3800.00%3,013 130.4% $10 重新持有
CC CHEMOURS CO $2,3790.00%108 -536-83.2% -$1.18万 减仓
BOX BOX INC $2,3640.00%100 -10-9.1% -$236 减仓
LAND GLADSTONE LD CORP $2,3460.00%230 00.0% — 不变
NHI NATIONAL HEALTH INVS INC $2,3450.00%29 00.0% — 不变
GPC GENUINE PARTS CO $2,3270.00%22 -15-40.5% -$1,587 减仓
NVCT NUVECTIS PHARMA INC $2,3190.00%300 00.0% — 不变
— WELLS FARGO CO NEW $2,3100.00%2 00.0% — 不变
— GLIMPSE GROUP INC $2,3080.00%4,439 4,439— $2,308 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $2,3020.00%204 00.0% — 不变
— CBRE GBL REAL ESTATE INC FD $2,2980.00%523 00.0% — 不变
CTEV MULTIPLAN CORPORATION $2,2880.00%140 -20-12.5% -$327 减仓
TXRH TEXAS ROADHOUSE INC $2,2760.00%14 00.0% — 不变
GTLB GITLAB INC $2,2720.00%105 00.0% — 不变
— PACER FDS TR $2,2690.00%48 00.0% — 不变
— VANECK ETF TRUST $2,2670.00%79 00.0% — 不变
LPLA LPL FINL HLDGS INC $2,2410.00%7 -1,796-99.6% -$57.50万 减仓
COLB COLUMBIA BKG SYS INC $2,2220.00%81 00.0% — 不变
ABR ARBOR REALTY TRUST INC $2,2160.00%287 103.6% $77 加仓
KSS KOHLS CORP $2,2060.00%171 3626.7% $464 加仓
DORM DORMAN PRODS INC $2,1920.00%21 00.0% — 不变
AMC AMC ENTMT HLDGS INC $2,1860.00%2,231 -2,064-48.1% -$2,022 减仓
HOG HARLEY DAVIDSON INC $2,1840.00%108 99.1% $182 加仓
CE CELANESE CORP DEL $2,1700.00%33 622.2% $395 加仓
FIS FIDELITY NATL INFORMATION SV $2,1580.00%46 -1,253-96.5% -$5.88万 减仓
BOND PIMCO ETF TR $2,1470.00%23 00.0% — 不变
PDD PDD HOLDINGS INC $2,1460.00%21 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $2,1350.00%59 00.0% — 不变
CASK MGP INGREDIENTS INC NEW $2,0780.00%113 -21-15.7% -$386 减仓
REM ISHARES TR $2,0620.00%96 00.0% — 不变
— DOMINARI HOLDINGS INC $2,0600.00%634 5910.3% $192 加仓
— JANUS HENDERSON GROUP PLC $2,0550.00%40 00.0% — 不变
IA INNOVATIVE SOLUTIONS SUPPO $2,0530.00%100 00.0% — 不变
JEMA J P MORGAN EXCHANGE TRADED F $2,0290.00%39 -3-7.1% -$156 减仓
IFV FIRST TR EXCHANGE TRADED FD $2,0220.00%80 80— $2,022 新建仓
EQH EQUITABLE HLDGS INC $2,0040.00%54 00.0% — 不变
IP INTERNATIONAL PAPER CO $1,9650.00%55 30120.0% $1,072 加仓
OEC ORION S A $1,9440.00%299 00.0% — 不变
GEN GEN DIGITAL INC $1,9400.00%103 -66-39.1% -$1,243 减仓
FND FLOOR DECOR HLDGS INC $1,9390.00%38 -5-11.6% -$255 减仓
MGNX MACROGENICS INC $1,9190.00%664 00.0% — 不变
BXMT BLACKSTONE MTG TR INC $1,9150.00%100 -60-37.5% -$1,149 减仓
RGEN REPLIGEN CORP $1,8850.00%16 00.0% — 不变
NBIS NEBIUS GROUP N V $1,8680.00%18 -296-94.3% -$3.07万 减仓
JMOM J P MORGAN EXCHANGE TRADED F $1,8340.00%27 00.0% — 不变
— TIDAL TR II $1,8340.00%166 166— $1,834 新建仓
PNR PENTAIR PLC $1,8290.00%21 -22-51.2% -$1,916 减仓
PLUG PLUG POWER INC $1,8080.00%800 500166.7% $1,130 加仓
UMBF UMB FINL CORP $1,8050.00%16 00.0% — 不变
HP HELMERICH PAYNE INC $1,8020.00%50 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1,7900.00%10 -214-95.5% -$3.83万 减仓
EWZ ISHARES INC $1,7830.00%46 -13-22.0% -$504 减仓
IETC ISHARES U S ETF TR $1,7760.00%20 00.0% — 不变
FULT FULTON FINL CORP PA $1,7700.00%87 00.0% — 不变
RGR STURM RUGER CO INC $1,7240.00%43 00.0% — 不变
PTC PTC INC $1,7100.00%12 19.1% $142 加仓
— ISHARES TR $1,6980.00%39 00.0% — 不变
GNMA ISHARES TR $1,6850.00%38 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $1,6760.00%77 00.0% — 不变
— FIDELITY ETHEREUM FD $1,6700.00%80 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $1,6690.00%36 00.0% — 不变
CRESY CRESUD S A C I F Y A $1,6540.00%130 00.0% — 不变
ESTC ELASTIC N V $1,6500.00%33 00.0% — 不变
EPOL ISHARES TR $1,6380.00%45 00.0% — 不变
BEN FRANKLIN RESOURCES INC $1,6060.00%68 44183.3% $1,039 加仓
UGI UGI CORP NEW $1,6020.00%44 -968-95.7% -$3.52万 减仓
FMC FMC CORP $1,6010.00%93 50116.3% $861 加仓
GTY GETTY RLTY CORP NEW $1,5900.00%50 00.0% — 不变
— OCCIDENTAL PETE CORP $1,5870.00%37 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $1,5760.00%66 00.0% — 不变
ETSY ETSY INC $1,5490.00%31 414.8% $200 加仓
III INFORMATION SVCS GROUP INC $1,5360.00%400 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $1,5340.00%56 -2-3.4% -$55 减仓
VRSK VERISK ANALYTICS INC $1,5180.00%8 -723-98.9% -$13.72万 减仓
BBMC J P MORGAN EXCHANGE TRADED F $1,5180.00%14 440.0% $434 加仓
DSGX DESCARTES SYS GROUP INC $1,5030.00%21 00.0% — 不变
NFG NATIONAL FUEL GAS CO $1,5030.00%16 16.7% $94 加仓
PBR/A PETROLEO BRASILEIRO SA PETRO $1,4630.00%78 00.0% — 不变
AOS SMITH A O CORP $1,4510.00%22 -12-35.3% -$791 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $1,4470.00%16 -137-89.5% -$1.24万 减仓
NXST NEXSTAR MEDIA GROUP INC $1,4470.00%8 233.3% $362 加仓
TWST TWIST BIOSCIENCE CORP $1,4260.00%30 00.0% — 不变
IRS IRSA INVERSIONES Y REP S A $1,4100.00%87 00.0% — 不变
OC OWENS CORNING NEW $1,4070.00%13 13— $1,407 新建仓
ADAM NEW YORK MTG TR INC $1,3980.00%190 00.0% — 不变
POR PORTLAND GEN ELEC CO $1,3720.00%26 -2-7.1% -$106 减仓
FCF FIRST COMWLTH FINL CORP PA $1,3710.00%78 -42-35.0% -$738 减仓
CRMD CORMEDIX INC $1,3580.00%200 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1,3280.00%51 00.0% — 不变
KNX KNIGHT SWIFT TRANSN HLDGS IN $1,3240.00%23 -46-66.7% -$2,648 减仓