Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $160.08万 | 0.05% | 66,397 | 5,938 | 9.8% | $14.32万 | 加仓 |
| KO | COCA COLA CO | $158.65万 | 0.05% | 20,861 | -1,528 | -6.8% | -$11.62万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $158.57万 | 0.05% | 16,826 | 2,428 | 16.9% | $22.88万 | 加仓 |
| GRNY | TIDAL TRUST I FUNDSTRAT GRANNY | $157.88万 | 0.05% | 66,140 | 59,050 | 832.9% | $140.95万 | 加仓 |
| MSTR | MICROSTRATEGY INC | $156.99万 | 0.05% | 12,579 | 3,417 | 37.3% | $42.64万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $155.81万 | 0.05% | 25,857 | 51 | 0.2% | $3,073 | 加仓 |
| HWM | Howmet Aerospace | $155.62万 | 0.05% | 6,752 | -512 | -7.0% | -$11.80万 | 减仓 |
| AEP | American Electric Power Company | $153.98万 | 0.05% | 11,747 | 908 | 8.4% | $11.90万 | 加仓 |
| MTUM | ISHARES TR | $153.94万 | 0.05% | 6,414 | 60 | 0.9% | $1.44万 | 加仓 |
| GOVT | ISHARES TR | $153.35万 | 0.05% | 66,935 | 15,365 | 29.8% | $35.20万 | 加仓 |
| TLH | ISHARES TR | $153.19万 | 0.05% | 15,210 | 4,282 | 39.2% | $43.13万 | 加仓 |
| ET | ENERGY TRANSFER L P | $151.87万 | 0.05% | 78,689 | 16,450 | 26.4% | $31.75万 | 加仓 |
| CTAS | Cintas Corporation | $149.56万 | 0.05% | 8,843 | 2,057 | 30.3% | $34.79万 | 加仓 |
| FEGE | RBB FUND TRUST | $148.40万 | 0.05% | 31,575 | 29,640 | 1,531.8% | $139.31万 | 加仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $148.37万 | 0.05% | 31,549 | -1,639 | -4.9% | -$7.71万 | 减仓 |
| AGX | ARGAN INC | $148.25万 | 0.05% | 2,722 | -22 | -0.8% | -$1.20万 | 减仓 |
| UJUN | Innovator US Equity Ultra Buffer ETF - June | $148.16万 | 0.05% | 39,785 | -12,591 | -24.0% | -$46.89万 | 减仓 |
| NLR | VANECK ETF TRUST | $147.33万 | 0.05% | 11,062 | 814 | 7.9% | $10.84万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $147.19万 | 0.05% | 14,014 | 779 | 5.9% | $8.18万 | 加仓 |
| BKR | Baker Hughes Company | $145.91万 | 0.05% | 23,900 | 17,530 | 275.2% | $107.02万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $145.75万 | 0.05% | 32,483 | 5 | 0.0% | $224 | 加仓 |
| IWP | ISHARES TR | $143.56万 | 0.05% | 11,205 | -3,469 | -23.6% | -$44.44万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $143.43万 | 0.05% | 12,673 | 9,406 | 287.9% | $106.45万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $143.24万 | 0.05% | 9,210 | 2,901 | 46.0% | $45.12万 | 加仓 |
| FDX | FedEx Corp | $143.22万 | 0.05% | 4,021 | 3,554 | 761.0% | $126.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $143.15万 | 0.05% | 5,466 | -295 | -5.1% | -$7.73万 | 减仓 |
| D | DOMINION ENERGY INC | $140.91万 | 0.05% | 22,793 | 3,230 | 16.5% | $19.97万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $140.60万 | 0.05% | 34,411 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $140.27万 | 0.05% | 35,296 | -6,305 | -15.2% | -$25.06万 | 减仓 |
| MS | MORGAN STANLEY | $139.17万 | 0.05% | 8,456 | -330 | -3.8% | -$5.43万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $139.15万 | 0.05% | 38,419 | 1,959 | 5.4% | $7.10万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $135.71万 | 0.05% | 28,450 | 13,796 | 94.1% | $65.81万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $133.95万 | 0.05% | 3,289 | -38 | -1.1% | -$1.55万 | 减仓 |
| BLK | BLACKROCK INC | $133.91万 | 0.05% | 1,392 | -121 | -8.0% | -$11.64万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $133.03万 | 0.05% | 5,169 | 1,526 | 41.9% | $39.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $132.88万 | 0.05% | 28,326 | 2,978 | 11.7% | $13.97万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $132.88万 | 0.05% | 41,511 | -1,833 | -4.2% | -$5.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $132.44万 | 0.05% | 20,070 | 482 | 2.5% | $3.18万 | 加仓 |
| SYM | SYMBOTIC INC | $131.93万 | 0.05% | 24,799 | 1,398 | 6.0% | $7.44万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $131.13万 | 0.04% | 26,773 | -61 | -0.2% | -$2,988 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $131.06万 | 0.04% | 38,445 | -7,025 | -15.4% | -$23.95万 | 减仓 |
| — | PGIM ROCK ETF TR | $130.82万 | 0.04% | 43,146 | 43,146 | — | $130.82万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $130.45万 | 0.04% | 72,393 | -228 | -0.3% | -$4,109 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 | $129.70万 | 0.04% | 5,459 | 106 | 2.0% | $2.52万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $128.39万 | 0.04% | 7,038 | -24 | -0.3% | -$4,378 | 减仓 |
| URI | UNITED RENTALS INC | $128.27万 | 0.04% | 1,761 | -113 | -6.0% | -$8.23万 | 减仓 |
| SPYM | SPDR SER TR | $128.04万 | 0.04% | 16,728 | 4,708 | 39.2% | $36.04万 | 加仓 |
| JUNW | AllianzIM US Large Cap Buffer 20 ETF - June | $126.73万 | 0.04% | 38,001 | -13,963 | -26.9% | -$46.57万 | 减仓 |
| PFE | PFIZER INC | $126.69万 | 0.04% | 45,116 | -1,861 | -4.0% | -$5.23万 | 减仓 |
| — | PGIM S&P 500 Buffer 20 ETF - June | $126.57万 | 0.04% | 42,375 | -15,630 | -26.9% | -$46.68万 | 减仓 |
| ERO | ERO COPPER CORP | $125.81万 | 0.04% | 47,174 | -1,178 | -2.4% | -$3.14万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $124.48万 | 0.04% | 31,043 | 17,482 | 128.9% | $70.10万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $124.05万 | 0.04% | 78,120 | -8,038 | -9.3% | -$12.76万 | 减仓 |
| OKE | ONEOK INC NEW | $123.61万 | 0.04% | 13,676 | 1,537 | 12.7% | $13.89万 | 加仓 |
| IGSB | ISHARES TR | $119.83万 | 0.04% | 22,799 | 1,022 | 4.7% | $5.37万 | 加仓 |
| GARP | ISHARES TR | $118.98万 | 0.04% | 18,599 | 6,783 | 57.4% | $43.39万 | 加仓 |
| LQD | ISHARES TR | $118.21万 | 0.04% | 10,846 | -4,387 | -28.8% | -$47.81万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $117.99万 | 0.04% | 14,821 | -795 | -5.1% | -$6.33万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $116.70万 | 0.04% | 29,321 | -69 | -0.2% | -$2,746 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $115.98万 | 0.04% | 3,618 | 201 | 5.9% | $6.44万 | 加仓 |
| MUB | ISHARES TR | $115.82万 | 0.04% | 10,911 | -133 | -1.2% | -$1.41万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.45万 | 0.04% | 22,799 | 1,619 | 7.6% | $8.13万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $113.82万 | 0.04% | 20,865 | -1,676 | -7.4% | -$9.14万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $113.71万 | 0.04% | 26,926 | -2,282 | -7.8% | -$9.64万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $112.72万 | 0.04% | 21,706 | -1,045 | -4.6% | -$5.43万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $111.21万 | 0.04% | 8,489 | -118 | -1.4% | -$1.55万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.94万 | 0.04% | 13,459 | 79 | 0.6% | $6,512 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $110.89万 | 0.04% | 31,054 | 5,911 | 23.5% | $21.11万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $109.75万 | 0.04% | 24,543 | 2,244 | 10.1% | $10.03万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $109.31万 | 0.04% | 22,100 | 22,100 | — | $109.31万 | 新建仓 |
| KIE | SPDR SER TR | $108.87万 | 0.04% | 19,794 | 0 | 0.0% | — | 不变 |
| T | AT T INC | $107.51万 | 0.04% | 37,086 | 1,216 | 3.4% | $3.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.51万 | 0.04% | 31,916 | -21,961 | -40.8% | -$73.28万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $105.94万 | 0.04% | 6,157 | -39,793 | -86.6% | -$684.72万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $104.90万 | 0.04% | 19,882 | -3,398 | -14.6% | -$17.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $103.51万 | 0.04% | 3,016 | -4,121 | -57.7% | -$141.44万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $103.19万 | 0.04% | 15,434 | 2 | 0.0% | $134 | 加仓 |
| PEP | PEPSICO INC | $102.71万 | 0.04% | 6,614 | -382 | -5.5% | -$5.93万 | 减仓 |
| EWC | ISHARES INC | $101.27万 | 0.03% | 18,482 | 48 | 0.3% | $2,630 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $101.07万 | 0.03% | 26,711 | 1,058 | 4.1% | $4.00万 | 加仓 |
| ICF | ISHARES TR | $100.93万 | 0.03% | 16,308 | -714 | -4.2% | -$4.42万 | 减仓 |
| KKR | KKR CO INC | $100.62万 | 0.03% | 10,878 | -259 | -2.3% | -$2.40万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $100.48万 | 0.03% | 18,841 | 4,374 | 30.2% | $23.33万 | 加仓 |
| SPYG | SPDR SER TR | $100.08万 | 0.03% | 10,222 | -1,572 | -13.3% | -$15.39万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $99.82万 | 0.03% | 13,555 | 3,682 | 37.3% | $27.11万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $99.27万 | 0.03% | 13,510 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $98.52万 | 0.03% | 3,297 | -88 | -2.6% | -$2.63万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $98.18万 | 0.03% | 16,330 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $98.10万 | 0.03% | 4,340 | -175 | -3.9% | -$3.96万 | 减仓 |
| GWW | GRAINGER W W INC | $97.44万 | 0.03% | 893 | 8 | 0.9% | $8,729 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $97.36万 | 0.03% | 14,725 | 520 | 3.7% | $3.44万 | 加仓 |
| VPU | VANGUARD WORLD FD | $97.34万 | 0.03% | 4,912 | -74 | -1.5% | -$1.47万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $96.01万 | 0.03% | 24,039 | -401 | -1.6% | -$1.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.24万 | 0.03% | 25,865 | -4,711 | -15.4% | -$17.35万 | 减仓 |
| DY | DYCOM INDS INC | $94.94万 | 0.03% | 2,802 | -14 | -0.5% | -$4,743 | 减仓 |
| TRGP | TARGA RESOURCES CORP | $93.17万 | 0.03% | 3,716 | 1,784 | 92.3% | $44.73万 | 加仓 |
| ITOT | ISHARES TR | $93.16万 | 0.03% | 6,541 | 309 | 5.0% | $4.40万 | 加仓 |
| MBB | ISHARES TR | $92.83万 | 0.03% | 9,777 | -488 | -4.8% | -$4.63万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $92.76万 | 0.03% | 13,020 | 595 | 4.8% | $4.24万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $91.89万 | 0.03% | 21,622 | 0 | 0.0% | — | 不变 |