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
VERX VERTEX INC $6000.00%52 -278-84.2% -$3,208 减仓
— HEALTH CATALYST INC $5970.00%300 300— $597 新建仓
ONB OLD NATL BANCORP IND $5960.00%23 00.0% — 不变
AAL AMERICAN AIRLS GROUP INC $5960.00%33 33— $596 新建仓
KALU KAISER ALUMINUM CORP $5870.00%3 3— $587 新建仓
LTC LTC PPTYS INC $5770.00%15 -3-16.7% -$115 减仓
FTRE FORTREA HLDGS INC $5740.00%33 33— $574 新建仓
DT DYNATRACE INC $5710.00%13 -246-95.0% -$1.08万 重新持有
PFS PROVIDENT FINL SVCS INC $5670.00%24 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $5570.00%4 4— $557 新建仓
IRT INDEPENDENCE RLTY TR INC $5510.00%33 00.0% — 重新持有
SM SM ENERGY CO $5480.00%21 21— $548 新建仓
DIOD DIODES INC $5470.00%5 5— $547 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $5440.00%50 -3,630-98.6% -$3.95万 重新持有
NTRA NATERA INC $5430.00%2 2— $543 新建仓
VSH VISHAY INTERTECHNOLOGY INC $5380.00%10 10— $538 新建仓
TMQ TRILOGY METALS INC NEW $5270.00%150 -1,461-90.7% -$5,133 减仓
RISR TIDAL ETF TR $5240.00%14 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $5210.00%10 10— $521 新建仓
EWBC EAST WEST BANCORP INC $5160.00%4 -75-94.9% -$9,675 重新持有
USFD US FOODS HLDG CORP $5110.00%5 -26-83.9% -$2,657 减仓
VISN COMMSCOPE HLDG CO INC $5110.00%40 00.0% — 不变
GO GROCERY OUTLET HLDG CORP $5090.00%51 51— $509 新建仓
— DYNAGAS LNG PARTNERS LP $5070.00%150 00.0% — 不变
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF $390.00%2 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW COM $20.00%0 0— — 清仓
— HONEYWELL INTL INC $00.00%0 -4,340-100.0% -$98.10万 清仓
UCO PROSHARES TR II $00.00%0 -17,902-100.0% -$70.36万 清仓
FET FORUM ENERGY TECHNOLOGIES IN $00.00%0 -11,014-100.0% -$64.61万 清仓
SETM SPROTT FDS TR $00.00%0 -16,993-100.0% -$56.21万 清仓
— EA SERIES TRUST $00.00%0 -3,600-100.0% -$25.93万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -4,300-100.0% -$23.78万 清仓
FEMS FIRST TR EXCH TRD ALPHDX FD $00.00%0 -3,987-100.0% -$18.16万 清仓
USO UNITED STS OIL FD LP $00.00%0 -1,155-100.0% -$14.70万 清仓
CCL CARNIVAL CORP $00.00%0 -5,647-100.0% -$14.62万 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 -1,500-100.0% -$9.63万 清仓
— COTERRA ENERGY INC $00.00%0 -2,596-100.0% -$9.12万 清仓
DFAU DIMENSIONAL ETF TRUST $00.00%0 -1,787-100.0% -$8.06万 清仓
VITL VITAL FARMS INC $00.00%0 -5,500-100.0% -$7.77万 清仓
GMF SPDR INDEX SHS FDS $00.00%0 -558-100.0% -$7.60万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -529-100.0% -$7.26万 清仓
— DIREXION SHS ETF TR $00.00%0 -2,325-100.0% -$6.99万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -1,650-100.0% -$6.07万 清仓
XPH SPDR SER TR $00.00%0 -1,107-100.0% -$5.99万 清仓
REMX VANECK ETF TRUST $00.00%0 -630-100.0% -$5.54万 清仓
TBLL INVESCO EXCH TRADED FD TR II $00.00%0 -441-100.0% -$4.65万 清仓
CLNE CLEAN ENERGY FUELS CORP $00.00%0 -18,753-100.0% -$4.65万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -190-100.0% -$4.44万 清仓
SPHY SPDR SER TR $00.00%0 -1,801-100.0% -$4.20万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -1,971-100.0% -$4.12万 清仓
JAZZ JAZZ PHARMACEUTICALS PLC $00.00%0 -201-100.0% -$3.80万 清仓
— THOMSON REUTERS CORP $00.00%0 -387-100.0% -$3.48万 清仓
— ADVISORSHARES TR $00.00%0 -2,000-100.0% -$3.38万 清仓
— GLOBAL X FDS $00.00%0 -1,040-100.0% -$3.21万 清仓
GGN GAMCO GLOBAL GOLD NAT RES $00.00%0 -6,000-100.0% -$3.19万 清仓
SSRM SSR MINING IN $00.00%0 -1,050-100.0% -$3.09万 清仓
— GUGGENHEIM TAXABLE MUNICP BO $00.00%0 -2,000-100.0% -$2.90万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -500-100.0% -$2.49万 清仓
NRP NATURAL RESOURCE PARTNERS L $00.00%0 -200-100.0% -$2.42万 清仓
— WEBSTER FINL CORP $00.00%0 -339-100.0% -$2.35万 清仓
AMSF AMERISAFE INC $00.00%0 -700-100.0% -$2.33万 清仓
CLH CLEAN HARBORS INC $00.00%0 -77-100.0% -$2.22万 清仓
AMTM AMENTUM HOLDINGS INC $00.00%0 -846-100.0% -$2.21万 清仓
— ENVIRI CORP $00.00%0 -1,089-100.0% -$2.14万 清仓
— EAGLE POINT CREDIT COMPANY I $00.00%0 -5,600-100.0% -$2.11万 清仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $00.00%0 -2,200-100.0% -$2.03万 清仓
— DBX ETF TR $00.00%0 -398-100.0% -$1.93万 清仓
MKL MARKEL GROUP INC $00.00%0 -10-100.0% -$1.91万 清仓
AMRX AMNEAL PHARMACEUTICALS INC $00.00%0 -1,535-100.0% -$1.91万 清仓
GSEW GOLDMAN SACHS ETF TR $00.00%0 -221-100.0% -$1.87万 清仓
BBDC BARINGS BDC INC $00.00%0 -2,248-100.0% -$1.85万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 -675-100.0% -$1.82万 清仓
DSU BLACKROCK DEBT STRATEGIES FD $00.00%0 -1,758-100.0% -$1.69万 清仓
STEP STEPSTONE GROUP INC $00.00%0 -300-100.0% -$1.43万 清仓
RS RELIANCE INC $00.00%0 -47-100.0% -$1.43万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -400-100.0% -$1.34万 清仓
BCS BARCLAYS PLC $00.00%0 -616-100.0% -$1.30万 清仓
— NEXTNAV INC $00.00%0 -2,000-100.0% -$1.27万 清仓
FSV FIRSTSERVICE CORP NEW $00.00%0 -85-100.0% -$1.18万 清仓
XGDVX GABELLI DIVID INCOME TR $00.00%0 -408-100.0% -$1.10万 清仓
— RBB FD INC $00.00%0 -250-100.0% -$1.07万 清仓
CCK CROWN HLDGS INC $00.00%0 -105-100.0% -$1.05万 清仓
PI IMPINJ INC $00.00%0 -101-100.0% -$1.04万 清仓
AR ANTERO RESOURCES CORP $00.00%0 -227-100.0% -$9,634 清仓
WCC WESCO INTL INC $00.00%0 -33-100.0% -$9,029 清仓
— GLOBAL X FDS $00.00%0 -205-100.0% -$8,860 清仓
— BNY MELLON MUN BD INFRASTRUC $00.00%0 -811-100.0% -$8,548 清仓
WF WOORI FINL GROUP INC $00.00%0 -125-100.0% -$8,325 清仓
Z ZILLOW GROUP INC $00.00%0 -200-100.0% -$8,276 清仓
LKQ LKQ CORP $00.00%0 -281-100.0% -$8,254 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -93-100.0% -$8,246 清仓
HTHT H WORLD GROUP LTD $00.00%0 -162-100.0% -$8,147 清仓
— WATERDROP INC $00.00%0 -5,000-100.0% -$8,100 清仓
— HANCOCK JOHN PREM DIVID FD $00.00%0 -617-100.0% -$8,083 清仓
CWEN CLEARWAY ENERGY INC $00.00%0 -200-100.0% -$7,858 清仓
BRKR BRUKER CORP $00.00%0 -210-100.0% -$7,585 清仓
OII OCEANEERING INTL INC $00.00%0 -203-100.0% -$7,200 清仓
MTG MGIC INVT CORP WIS $00.00%0 -271-100.0% -$7,124 清仓
— MASIMO CORP $00.00%0 -39-100.0% -$6,937 清仓
— HOLOGIC INC $00.00%0 -89-100.0% -$6,728 清仓