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
SAM BOSTON BEER INC $6910.00%3 00.0% — 不变
GATX GATX CORP $6830.00%4 00.0% — 不变
ENLT ENLIGHT RENEWABLE ENERGY LTD $6830.00%10 10— $683 新建仓
RBA RB GLOBAL INC $6770.00%7 -1-12.5% -$97 减仓
BTE BAYTEX ENERGY CORP $6710.00%150 -640-81.0% -$2,863 重新持有
LTC LTC PPTYS INC $6690.00%18 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC $6640.00%7 00.0% — 不变
JBLU JETBLUE AWYS CORP $6630.00%150 00.0% — 不变
ARMK ARAMARK $6620.00%16 323.1% $124 重新持有
PINS PINTEREST INC $6600.00%36 12.9% $18 加仓
SXC SUNCOKE ENERGY INC $6510.00%100 00.0% — 不变
BURL BURLINGTON STORES INC $6510.00%2 00.0% — 不变
SON SONOCO PRODS CO $6490.00%12 -450-97.4% -$2.43万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $6490.00%7 7— $649 新建仓
ICUI ICU MED INC $6460.00%5 00.0% — 不变
— DYNAGAS LNG PARTNERS LP $6420.00%150 00.0% — 不变
SEZL SEZZLE INC $6330.00%10 10— $633 新建仓
BLMN BLOOMIN BRANDS INC $6320.00%117 00.0% — 不变
CRBP CORBUS PHARMACEUTICALS HLDGS $6200.00%66 00.0% — 不变
MORN MORNINGSTAR INC $6170.00%4 4— $617 新建仓
STC STEWART INFORMATION SVCS COR $6160.00%10 00.0% — 不变
RVTY REVVITY INC $6130.00%7 -14-66.7% -$1,226 减仓
SFNC SIMMONS 1ST NATL CORP $6030.00%31 00.0% — 不变
— GABELLI GLOBAL SMALL MID C $6010.00%40 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $6000.00%11 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $5980.00%4 -87-95.6% -$1.30万 减仓
BBHY J P MORGAN EXCHANGE TRADED F $5960.00%13 218.2% $92 加仓
— BEYOND MEAT INC $5790.00%827 273.4% $19 加仓
ARW ARROW ELECTRS INC $5740.00%4 4— $574 新建仓
MAC MACERICH CO $5670.00%30 00.0% — 不变
MYRG MYR GROUP INC DEL $5650.00%2 2— $565 新建仓
DDD 3 D SYS CORP DEL $5640.00%300 00.0% — 不变
SR SPIRE INC $5430.00%6 6— $543 新建仓
CART MAPLEBEAR INC $5350.00%14 -964-98.6% -$3.68万 重新持有
EMN EASTMAN CHEM CO $5340.00%7 -2-22.2% -$153 减仓
RISR TIDAL ETF TR $5250.00%14 00.0% — 不变
— ADURO CLEAN TECHNOLOGIES INC $5250.00%50 00.0% — 不变
PLNT PLANET FITNESS INC $5210.00%7 240.0% $149 加仓
NWL NEWELL BRANDS INC $5180.00%151 151— $518 新建仓
OGN ORGANON CO $5150.00%86 -2,300-96.4% -$1.38万 减仓
AMBA AMBARELLA INC $5150.00%10 00.0% — 不变
HIW HIGHWOODS PPTYS INC $5140.00%24 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $5100.00%6 -2-25.0% -$170 减仓
ONB OLD NATL BANCORP IND $5080.00%23 -500-95.6% -$1.10万 减仓
PFS PROVIDENT FINL SVCS INC $5080.00%24 24— $508 新建仓
SNX TD SYNNEX CORPORATION $5060.00%3 -76-96.2% -$1.28万 减仓
MGY MAGNOLIA OIL GAS CORP $5050.00%16 16— $505 新建仓
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF $380.00%2 2— $38 新建仓
— NUVEEN S P 500 BUY WRITE INC $00.00%0 -41,243-100.0% -$60.63万 清仓
AZN ASTRAZENECA PLC $00.00%0 -3,278-100.0% -$60.27万 清仓
VAL VALARIS LTD $00.00%0 —— — 申报中断
INOD INNODATA INC $00.00%0 -8,526-100.0% -$43.44万 清仓
JPUS J P MORGAN EXCHANGE TRADED F $00.00%0 -3,051-100.0% -$37.81万 清仓
HIPO HIPPO HLDGS INC $00.00%0 -10,779-100.0% -$32.42万 清仓
— FIRST TR EXCH TRADED FD III $00.00%0 -15,006-100.0% -$30.97万 清仓
IBHI ISHARES TR $00.00%0 -12,548-100.0% -$29.65万 清仓
TMDX TRANSMEDICS GROUP INC $00.00%0 —— — 申报中断
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 —— — 申报中断
SRVR PACER FDS TR $00.00%0 -4,034-100.0% -$11.55万 清仓
FPX FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
— BLACKROCK MUN INCOME TR $00.00%0 -10,000-100.0% -$10.03万 清仓
— EXACT SCIENCES CORP $00.00%0 -848-100.0% -$8.62万 清仓
— AMPLIFY ETF TR $00.00%0 -1,003-100.0% -$6.80万 清仓
— DIREXION SHS ETF TR $00.00%0 -3,000-100.0% -$5.18万 清仓
GFF GRIFFON CORP $00.00%0 -700-100.0% -$5.16万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -109-100.0% -$4.86万 清仓
OBDC BLUE OWL CAPITAL CORPORATION $00.00%0 —— — 申报中断
SPNT SIRIUSPOINT LTD $00.00%0 -2,000-100.0% -$4.38万 清仓
— FRANKLIN UNVL TR $00.00%0 -4,940-100.0% -$3.95万 清仓
ESML ISHARES TR $00.00%0 -797-100.0% -$3.67万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -2,100-100.0% -$3.50万 清仓
TIGO MILLICOM INTL CELLULAR S A $00.00%0 -525-100.0% -$2.91万 清仓
COLD AMERICOLD REALTY TRUST INC $00.00%0 -2,200-100.0% -$2.83万 清仓
— BROOKFIELD BUSINESS CORP $00.00%0 -750-100.0% -$2.69万 清仓
FLG FLAGSTAR FINANCIAL INC $00.00%0 -2,100-100.0% -$2.64万 清仓
WLDN WILLDAN GROUP INC $00.00%0 -255-100.0% -$2.64万 清仓
CABO CABLE ONE INC $00.00%0 -220-100.0% -$2.48万 清仓
— COMERICA INC $00.00%0 -277-100.0% -$2.41万 清仓
IYJ ISHARES TR $00.00%0 -160-100.0% -$2.37万 清仓
CRC CALIFORNIA RES CORP $00.00%0 -530-100.0% -$2.37万 清仓
AQN ALGONQUIN PWR UTILS CORP $00.00%0 -3,800-100.0% -$2.34万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -494-100.0% -$2.26万 清仓
SEB SEABOARD CORP DEL $00.00%0 -5-100.0% -$2.22万 清仓
VNT VONTIER CORPORATION $00.00%0 -594-100.0% -$2.21万 清仓
— BANK MONTREAL MEDIUM $00.00%0 -2,312-100.0% -$2.19万 清仓
NE NOBLE CORP PLC $00.00%0 -763-100.0% -$2.15万 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -306-100.0% -$2.11万 清仓
XPCQX PIMCO CALIF MUN INCOME FD $00.00%0 -2,415-100.0% -$2.11万 清仓
— XAI OCTAGN FLT RAT ALT INM $00.00%0 -4,365-100.0% -$2.10万 清仓
UMH UMH PPTYS INC $00.00%0 -1,300-100.0% -$2.07万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -1,367-100.0% -$2.06万 清仓
— PIPER SANDLER COMPANIES $00.00%0 -236-100.0% -$2.01万 清仓
OCSL OAKTREE SPECIALTY LENDING CO $00.00%0 -1,550-100.0% -$1.97万 清仓
LBTYA LIBERTY GLOBAL LTD $00.00%0 -1,714-100.0% -$1.91万 清仓
PBF PBF ENERGY INC $00.00%0 -700-100.0% -$1.90万 清仓
— DIGITALBRIDGE GROUP INC $00.00%0 -1,210-100.0% -$1.86万 清仓
AIOT POWERFLEET INC $00.00%0 —— — 申报中断
— PINNACLE FINL PARTNERS INC $00.00%0 -188-100.0% -$1.79万 清仓
PPLI IAC INC $00.00%0 -446-100.0% -$1.74万 清仓
QDEL QUIDELORTHO CORP $00.00%0 -603-100.0% -$1.72万 清仓