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
FLO FLOWERS FOODS INC $1,3200.00%162 -272-62.7% -$2,216 减仓
FXO FIRST TR EXCHANGE TRADED FD $1,2980.00%23 00.0% — 不变
IDA IDACORP INC $1,2870.00%9 00.0% — 不变
IBOC INTERNATIONAL BANCSHARES COR $1,2790.00%19 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $1,2720.00%20 20— $1,272 新建仓
AVTR AVANTOR INC $1,2700.00%162 -1,261-88.6% -$9,886 减仓
ZION ZIONS BANCORPORATION N A $1,2680.00%22 00.0% — 不变
WHD CACTUS INC $1,2660.00%27 00.0% — 不变
— INNOVIZ TECHNOLOGIES LTD $1,2650.00%2,008 10.0% $1 加仓
GPIX GOLDMAN SACHS ETF TR $1,2510.00%25 00.0% — 不变
BSBR BANCO SANTANDER BRASIL S A $1,2510.00%211 00.0% — 不变
CLOV CLOVER HEALTH INVESTMENTS CO $1,2500.00%710 00.0% — 不变
SJNK SPDR SER TR $1,2490.00%50 00.0% — 不变
MLPA GLOBAL X FDS $1,2490.00%23 00.0% — 不变
DVA DAVITA INC $1,2300.00%8 00.0% — 不变
CSTL CASTLE BIOSCIENCES INC $1,2280.00%50 00.0% — 不变
XMTR XOMETRY INC $1,2250.00%30 00.0% — 不变
COO COOPER COS INC $1,2160.00%17 -1-5.6% -$72 减仓
SBAC SBA COMMUNICATIONS CORP NEW $1,2050.00%7 -23-76.7% -$3,959 减仓
AGQ PROSHARES TR II $1,1950.00%10 -311-96.9% -$3.72万 减仓
— BANK AMERICA CORP $1,1920.00%1 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $1,1880.00%11 -1-8.3% -$108 减仓
UDR UDR INC $1,1820.00%35 -16-31.4% -$540 减仓
CDP COPT DEFENSE PROPERTIES $1,1800.00%39 39— $1,180 新建仓
BRO BROWN BROWN INC $1,1740.00%18 -59-76.6% -$3,848 减仓
NWSA NEWS CORP NEW $1,1680.00%47 -376-88.9% -$9,344 减仓
RHI ROBERT HALF INC $1,1680.00%46 1970.4% $482 重新持有
AAP ADVANCE AUTO PARTS INC $1,1610.00%22 -132-85.7% -$6,966 减仓
FNF FIDELITY NATIONAL FINANCIAL $1,1600.00%25 -240-90.6% -$1.11万 减仓
OGE OGE ENERGY CORP $1,1510.00%24 -210-89.7% -$1.01万 减仓
DLB DOLBY LABORATORIES INC $1,1410.00%19 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $1,1320.00%34 00.0% — 不变
RH RH $1,1190.00%8 8— $1,119 新建仓
SPSC SPS COMM INC $1,1130.00%20 -4-16.7% -$223 减仓
FCPT FOUR CORNERS PPTY TR INC $1,1120.00%47 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP N $1,1100.00%26 00.0% — 不变
— ALT5 SIGMA CORP $1,1100.00%1,000 00.0% — 不变
NSP INSPERITY INC $1,1090.00%41 41— $1,109 新建仓
— LEXINFINTECH HLDGS LTD $1,0900.00%500 00.0% — 不变
FPAG INVESTMENT MANAGERS SER TR I $1,0880.00%30 30— $1,088 新建仓
— LEGGETT PLATT INC $1,0870.00%110 00.0% — 不变
PRCH PORCH GROUP INC $1,0760.00%150 4036.4% $287 加仓
CRK COMSTOCK RES INC $1,0750.00%51 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $1,0710.00%93 00.0% — 不变
M MACYS INC $1,0670.00%59 -188-76.1% -$3,400 减仓
FTV FORTIVE CORP $1,0510.00%19 00.0% — 不变
RCAT RED CAT HLDGS INC $1,0470.00%80 00.0% — 不变
— SMART SAND INC $1,0240.00%200 200— $1,024 新建仓
LW LAMB WESTON HLDGS INC $1,0140.00%24 850.0% $338 加仓
WU WESTERN UN CO $9950.00%114 -20-14.9% -$175 减仓
MGEE MGE ENERGY INC $9940.00%13 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC MD $9900.00%78 -66-45.8% -$838 减仓
HFWA HERITAGE FINL CORP WASH $9880.00%38 00.0% — 不变
PAY PAYMENTUS HOLDINGS INC $9650.00%38 00.0% — 不变
CIFR CIPHER MINING INC $9650.00%75 00.0% — 不变
APPN APPIAN CORP $9640.00%40 00.0% — 不变
COHR COHERENT CORP $9530.00%4 00.0% — 不变
CVNA CARVANA CO $9430.00%3 -450-99.3% -$14.14万 减仓
SBH SALLY BEAUTY HLDGS INC $9420.00%68 00.0% — 不变
RWT REDWOOD TRUST INC $9370.00%167 00.0% — 不变
— RIGETTI COMPUTING INC $9330.00%170 00.0% — 不变
LUNR INTUITIVE MACHINES INC $9280.00%50 50— $928 新建仓
REPX RILEY EXPLORATION PERMIAN IN $9110.00%25 25— $911 新建仓
INDB INDEPENDENT BK CORP MASS $9030.00%12 00.0% — 不变
BKH BLACK HILLS CORP $9020.00%13 00.0% — 不变
SMIN ISHARES TR $8990.00%15 15— $899 新建仓
AFG AMERICAN FINL GROUP INC OHIO $8940.00%7 00.0% — 不变
CRVL CORVEL CORP $8740.00%16 8100.0% $437 加仓
GTN GRAY TELEVISION INC $8680.00%200 00.0% — 不变
ILMN ILLUMINA INC $8630.00%7 -2-22.2% -$247 减仓
— DAY ONE BIOPHARMACEUTICALS I $8580.00%40 40— $858 新建仓
NUTX NUTEX HEALTH INC $8550.00%9 -80-89.9% -$7,600 减仓
CATY CATHAY GEN BANCORP $8480.00%17 00.0% — 不变
FVRR FIVERR INTL LTD $8470.00%85 00.0% — 不变
CHCO CITY HLDG CO $8370.00%7 00.0% — 不变
PTCT PTC THERAPEUTICS INC $8180.00%12 -1-7.7% -$68 减仓
PLPC PREFORMED LINE PRODS CO $8120.00%3 3— $812 新建仓
PSK SPDR SER TR $8110.00%26 26— $811 新建仓
VRTS VIRTUS INVT PARTNERS INC $8060.00%6 120.0% $134 加仓
WTRG ESSENTIAL UTILS INC $8050.00%20 00.0% — 不变
IRDM IRIDIUM COMMUNICATIONS INC $8040.00%29 29— $804 新建仓
DXYZ DESTINY TECH100 INC $8030.00%30 30— $803 新建仓
MNRO MONRO INC $8020.00%50 00.0% — 不变
NWPX NORTHWEST PIPE CO $7790.00%10 10— $779 新建仓
— QORVO INC $7740.00%10 -1-9.1% -$77 减仓
WSBC WESBANCO INC $7590.00%22 00.0% — 不变
— GOLDMAN SACHS ETF TR $7580.00%16 00.0% — 不变
SW SMURFIT WESTROCK PLC $7570.00%19 -166-89.7% -$6,614 减仓
SCHO SCHWAB STRATEGIC TR $7520.00%31 00.0% — 不变
BBSC J P MORGAN EXCHANGE TRADED F $7510.00%10 342.9% $225 加仓
AVT AVNET INC $7390.00%12 00.0% — 不变
CAR AVIS BUDGET GROUP $7290.00%5 5— $729 新建仓
VISN COMMSCOPE HLDG CO INC $7280.00%40 40— $728 新建仓
MFA MFA FINL INC $7190.00%75 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $7140.00%5 00.0% — 不变
FHEQ FIDELITY GREENWOOD STREET TR $7060.00%24 24— $706 新建仓
ORC ORCHID IS CAP INC $7030.00%100 100— $703 新建仓
PJT PJT PARTNERS INC $6990.00%5 00.0% — 不变
— PRIMEENERGY RESOURCES CORP $6990.00%3 3— $699 新建仓
LII LENNOX INTL INC $6960.00%1 -1-50.0% -$696 减仓