Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $296.88万 | 0.09% | 7,615 | -523 | -6.4% | -$20.39万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $296.12万 | 0.09% | 60,667 | -446 | -0.7% | -$2.18万 | 减仓 |
| IJK | ISHARES TR | $295.53万 | 0.09% | 25,151 | -315 | -1.2% | -$3.70万 | 减仓 |
| APP | APPLOVIN CORP | $294.76万 | 0.09% | 5,703 | 348 | 6.5% | $17.99万 | 加仓 |
| SHOP | SHOPIFY INC | $294.00万 | 0.09% | 25,749 | 325 | 1.3% | $3.71万 | 加仓 |
| ITA | ISHARES TR | $291.87万 | 0.09% | 12,040 | 505 | 4.4% | $12.24万 | 加仓 |
| ARTY | ISHARES TR | $290.51万 | 0.09% | 38,144 | 37,890 | 14,917.3% | $288.57万 | 加仓 |
| CVX | CHEVRON CORP NEW | $289.52万 | 0.09% | 17,466 | -2,480 | -12.4% | -$41.11万 | 减仓 |
| CB | CHUBB LIMITED | $287.60万 | 0.09% | 8,439 | 267 | 3.3% | $9.10万 | 加仓 |
| ALL | ALLSTATE CORP | $286.73万 | 0.09% | 12,046 | 470 | 4.1% | $11.19万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $285.70万 | 0.09% | 16,173 | 1,471 | 10.0% | $25.99万 | 加仓 |
| GWW | GRAINGER W W INC | $284.52万 | 0.09% | 2,091 | 1,198 | 134.2% | $163.01万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $284.19万 | 0.09% | 8,607 | 473 | 5.8% | $15.62万 | 加仓 |
| ROST | ROSS STORES INC | $280.70万 | 0.08% | 13,189 | 13,009 | 7,227.2% | $276.87万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $279.40万 | 0.08% | 67,734 | 3,207 | 5.0% | $13.23万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $274.90万 | 0.08% | 17,515 | 2,096 | 13.6% | $32.90万 | 加仓 |
| BX | BLACKSTONE INC | $274.07万 | 0.08% | 23,291 | -2,060 | -8.1% | -$24.24万 | 减仓 |
| MPC | MARATHON PETE CORP | $271.60万 | 0.08% | 10,620 | -237 | -2.2% | -$6.06万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $269.38万 | 0.08% | 69,662 | -582 | -0.8% | -$2.25万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $269.00万 | 0.08% | 64,538 | -1,612 | -2.4% | -$6.72万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $268.40万 | 0.08% | 228,623 | 59,897 | 35.5% | $70.32万 | 加仓 |
| — | PGIM ROCK ETF TR | $267.06万 | 0.08% | 82,733 | 1,827 | 2.3% | $5.90万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $261.01万 | 0.08% | 59,276 | -2,144 | -3.5% | -$9.44万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $260.82万 | 0.08% | 67,674 | 27,889 | 70.1% | $107.48万 | 加仓 |
| IGV | ISHARES TR | $259.32万 | 0.08% | 28,622 | 4,061 | 16.5% | $36.79万 | 加仓 |
| — | PGIM ROCK ETF TR | $258.27万 | 0.08% | 83,448 | -2,174 | -2.5% | -$6.73万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $257.84万 | 0.08% | 35,673 | -1,397 | -3.8% | -$10.10万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $257.80万 | 0.08% | 126,560 | -27,134 | -17.7% | -$55.27万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $257.68万 | 0.08% | 72,279 | -1,849 | -2.5% | -$6.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $257.37万 | 0.08% | 62,273 | -18,205 | -22.6% | -$75.24万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $257.20万 | 0.08% | 33,012 | 6,507 | 24.6% | $50.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $252.89万 | 0.08% | 62,970 | -746 | -1.2% | -$3.00万 | 减仓 |
| SHV | ISHARES TR | $252.71万 | 0.08% | 22,901 | -726 | -3.1% | -$8.01万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $249.67万 | 0.08% | 17,026 | -2,942 | -14.7% | -$43.14万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $249.66万 | 0.08% | 74,772 | -22,063 | -22.8% | -$73.67万 | 减仓 |
| — | PGIM ROCK ETF TR | $249.65万 | 0.08% | 80,872 | -23,997 | -22.9% | -$74.08万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $249.45万 | 0.08% | 28,641 | -1,816 | -6.0% | -$15.82万 | 减仓 |
| MRK | MERCK CO INC | $246.87万 | 0.07% | 19,212 | -939 | -4.7% | -$12.07万 | 减仓 |
| BAC | BANK AMERICA CORP | $246.79万 | 0.07% | 43,312 | 2,687 | 6.6% | $15.31万 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $240.17万 | 0.07% | 69,837 | 31,836 | 83.8% | $109.48万 | 加仓 |
| — | PGIM ROCK ETF TR | $240.01万 | 0.07% | 77,824 | 35,449 | 83.7% | $109.32万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $239.76万 | 0.07% | 13,253 | 418 | 3.3% | $7.56万 | 加仓 |
| CEF | SPROTT PHYSICAL GOLD SILVE | $238.16万 | 0.07% | 59,199 | 114 | 0.2% | $4,586 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $237.93万 | 0.07% | 20,279 | 514 | 2.6% | $6.03万 | 加仓 |
| LIN | LINDE PLC | $236.11万 | 0.07% | 4,548 | 3,882 | 582.9% | $201.53万 | 加仓 |
| FTCB | FIRST TR EXCHANGE TRADED FD | $235.65万 | 0.07% | 112,996 | -11,138 | -9.0% | -$23.23万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $234.19万 | 0.07% | 49,024 | -1,511 | -3.0% | -$7.22万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $233.44万 | 0.07% | 8,174 | 124 | 1.5% | $3.54万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $232.34万 | 0.07% | 65,228 | -851 | -1.3% | -$3.03万 | 减仓 |
| EFG | ISHARES TR | $232.24万 | 0.07% | 18,666 | -245 | -1.3% | -$3.05万 | 减仓 |
| — | PGIM ROCK ETF TR | $231.06万 | 0.07% | 74,584 | -673 | -0.9% | -$2.08万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $229.92万 | 0.07% | 4,401 | -178 | -3.9% | -$9.30万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $228.75万 | 0.07% | 28,944 | 826 | 2.9% | $6.53万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $226.57万 | 0.07% | 91,879 | -9,102 | -9.0% | -$22.45万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $226.54万 | 0.07% | 2,699 | -590 | -17.9% | -$49.52万 | 减仓 |
| C | CITIGROUP INC | $224.04万 | 0.07% | 16,007 | -2,645 | -14.2% | -$37.02万 | 减仓 |
| DGRO | ISHARES TR | $222.51万 | 0.07% | 29,359 | 832 | 2.9% | $6.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $219.11万 | 0.07% | 57,662 | 31,797 | 122.9% | $120.83万 | 加仓 |
| MDYG | SPDR SER TR | $217.89万 | 0.07% | 19,439 | 1,078 | 5.9% | $12.08万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $217.21万 | 0.07% | 43,020 | 6,887 | 19.1% | $34.77万 | 加仓 |
| INFL | LISTED FD TR | $215.95万 | 0.07% | 43,294 | 70 | 0.2% | $3,492 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $215.68万 | 0.07% | 39,712 | -1,175 | -2.9% | -$6.38万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $215.63万 | 0.07% | 50,534 | 553 | 1.1% | $2.36万 | 加仓 |
| SPYM | SPDR SER TR | $214.13万 | 0.06% | 24,366 | 7,638 | 45.7% | $67.12万 | 加仓 |
| FTSM | FIRST TR EXCHANGE TRADED FD | $214.04万 | 0.06% | 35,834 | -9,839 | -21.5% | -$58.77万 | 减仓 |
| GUNR | FLEXSHARES TR | $213.85万 | 0.06% | 43,395 | -1,761 | -3.9% | -$8.68万 | 减仓 |
| SDY | SPDR SER TR | $213.19万 | 0.06% | 14,009 | -29 | -0.2% | -$4,413 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $210.99万 | 0.06% | 27,846 | -2,907 | -9.5% | -$22.03万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $209.75万 | 0.06% | 17,885 | -2,803 | -13.5% | -$32.87万 | 减仓 |
| BA | BOEING CO | $209.14万 | 0.06% | 9,662 | 17 | 0.2% | $3,680 | 加仓 |
| MTUM | ISHARES TR | $209.09万 | 0.06% | 6,099 | -315 | -4.9% | -$10.80万 | 减仓 |
| OEF | ISHARES TR | $205.37万 | 0.06% | 5,613 | -287 | -4.9% | -$10.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $204.44万 | 0.06% | 28,416 | 8,346 | 41.6% | $60.05万 | 加仓 |
| VEA | VANGUARD TAX MANAGED FDS | $203.45万 | 0.06% | 28,554 | -941 | -3.2% | -$6.70万 | 减仓 |
| WCMI | FIRST TR EXCHANGE TRADED FD | $201.76万 | 0.06% | 103,096 | 2,222 | 2.2% | $4.35万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $199.09万 | 0.06% | 8,024 | 743 | 10.2% | $18.44万 | 加仓 |
| — | PGIM ROCK ETF TR | $198.66万 | 0.06% | 63,714 | 39,168 | 159.6% | $122.13万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $198.05万 | 0.06% | 56,960 | 34,983 | 159.2% | $121.64万 | 加仓 |
| DSI | ISHARES TR | $197.20万 | 0.06% | 13,849 | -480 | -3.3% | -$6.83万 | 减仓 |
| RTX | RTX CORPORATION | $196.38万 | 0.06% | 10,351 | -924 | -8.2% | -$17.53万 | 减仓 |
| COR | CENCORA INC | $194.35万 | 0.06% | 6,866 | 1,196 | 21.1% | $33.85万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $193.44万 | 0.06% | 39,943 | 3,045 | 8.3% | $14.75万 | 加仓 |
| MS | MORGAN STANLEY | $190.15万 | 0.06% | 9,096 | 640 | 7.6% | $13.38万 | 加仓 |
| ACMR | ACM RESH INC | $186.07万 | 0.06% | 14,664 | -1,632 | -10.0% | -$20.71万 | 减仓 |
| SBUX | STARBUCKS CORP | $185.95万 | 0.06% | 18,196 | -5,015 | -21.6% | -$51.25万 | 减仓 |
| MSCI | MSCI INC | $184.71万 | 0.06% | 3,297 | 3,243 | 6,005.6% | $181.68万 | 加仓 |
| ORCL | ORACLE CORP | $183.92万 | 0.06% | 12,550 | 983 | 8.5% | $14.41万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $183.08万 | 0.06% | 8,188 | 4,494 | 121.7% | $100.48万 | 加仓 |
| URI | UNITED RENTALS INC | $182.57万 | 0.06% | 1,612 | -149 | -8.5% | -$16.87万 | 减仓 |
| USMV | ISHARES TR | $179.87万 | 0.05% | 18,647 | -1,481 | -7.4% | -$14.29万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $179.24万 | 0.05% | 25,756 | -101 | -0.4% | -$7,029 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $178.80万 | 0.05% | 5,286 | -300 | -5.4% | -$10.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $178.72万 | 0.05% | 22,182 | -798 | -3.5% | -$6.43万 | 减仓 |
| HYLS | FIRST TR EXCHANGE TRADED FD | $177.54万 | 0.05% | 43,676 | -5,028 | -10.3% | -$20.44万 | 减仓 |
| SO | SOUTHERN CO | $176.04万 | 0.05% | 18,393 | 38 | 0.2% | $3,637 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $174.00万 | 0.05% | 11,011 | -456 | -4.0% | -$7.21万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $173.97万 | 0.05% | 5,742 | 283 | 5.2% | $8.57万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $173.40万 | 0.05% | 34,228 | 927 | 2.8% | $4.70万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $172.47万 | 0.05% | 29,928 | -2,398 | -7.4% | -$13.82万 | 减仓 |
| KR | KROGER CO | $172.03万 | 0.05% | 30,984 | 24,730 | 395.4% | $137.31万 | 加仓 |