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
CGMS CAPITAL GRP FIXED INCM ETF T $170.76万0.05%62,481 2,8894.8% $7.90万 加仓
THRO BLACKROCK ETF TRUST $167.34万0.05%38,817 3981.0% $1.72万 加仓
VYMI VANGUARD WHITEHALL FDS $167.34万0.05%17,040 2141.3% $2.10万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $166.77万0.05%68,489 2,0923.2% $5.09万 加仓
FLNG FLEX LNG LTD $165.86万0.05%59,108 5100.9% $1.43万 加仓
IEI ISHARES TR $163.10万0.05%13,886 -1,279-8.4% -$15.02万 减仓
VB VANGUARD INDEX FDS $161.84万0.05%5,339 -127-2.3% -$3.85万 减仓
MCD MCDONALDS CORP $161.57万0.05%5,977 -315-5.0% -$8.52万 减仓
FVD FIRST TR VALUE LINE DIVID IN $161.28万0.05%33,475 1,9266.1% $9.28万 加仓
GDX VANECK ETF TRUST $161.00万0.05%21,339 2,04110.6% $15.40万 加仓
ET ENERGY TRANSFER L P $159.81万0.05%83,583 4,8946.2% $9.36万 加仓
AMGN AMGEN INC $158.77万0.05%4,384 -300-6.4% -$10.86万 减仓
BE BLOOM ENERGY CORP $157.83万0.05%5,214 5,1528,309.7% $155.95万 加仓
GOVT ISHARES TR $157.56万0.05%69,164 2,2293.3% $5.08万 加仓
D DOMINION ENERGY INC $156.68万0.05%22,944 1510.7% $1.03万 加仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $156.08万0.05%56,449 -9,691-14.7% -$26.80万 减仓
BMAY INNOVATOR ETFS TRUST $155.90万0.05%32,925 4421.4% $2.09万 加仓
FEGE RBB FUND TRUST $154.46万0.05%31,575 00.0% — 不变
BFEB INNOVATOR ETFS TRUST $152.44万0.05%28,958 5081.8% $2.67万 加仓
AGX ARGAN INC $151.33万0.05%1,895 -827-30.4% -$66.04万 减仓
MINT PIMCO ETF TR $151.25万0.05%15,003 -946-5.9% -$9.54万 减仓
KO COCA COLA CO $150.36万0.05%18,501 -2,360-11.3% -$19.18万 减仓
— INNOVATOR ETFS TRUST $149.80万0.05%42,667 10,75133.7% $37.75万 加仓
PNOV INNOVATOR ETFS TRUST $149.60万0.05%33,731 -680-2.0% -$3.02万 减仓
VOT VANGUARD INDEX FDS $148.64万0.04%4,853 -316-6.1% -$9.68万 减仓
— INNOVATOR ETFS TRUST $147.53万0.04%35,059 -25,282-41.9% -$106.39万 减仓
SCCO SOUTHERN COPPER CORP $147.04万0.04%8,438 2,28137.0% $39.75万 加仓
ARCC ARES CAPITAL CORP $146.72万0.04%79,181 6,7889.4% $12.58万 加仓
— PGIM ROCK ETF TR $145.81万0.04%46,407 -33,436-41.9% -$105.06万 减仓
QTUM ETF SER SOLUTIONS $145.78万0.04%8,815 7,060402.3% $116.76万 加仓
DJUL FIRST TR EXCHNG TRADED FD VI $145.62万0.04%29,040 -7,926-21.4% -$39.74万 减仓
— AIM ETF PRODUCTS TRUST $144.68万0.04%42,492 -31,098-42.3% -$105.89万 减仓
SPEM SPDR INDEX SHS FDS $144.20万0.04%27,848 -478-1.7% -$2.48万 减仓
BAPR INNOVATOR ETFS TRUST $141.93万0.04%26,648 -125-0.5% -$6,658 减仓
SOFI SOFI TECHNOLOGIES INC $138.49万0.04%77,238 -882-1.1% -$1.58万 减仓
GARP ISHARES TR $137.85万0.04%16,699 -1,900-10.2% -$15.68万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $137.59万0.04%8,087 2,48744.4% $42.31万 加仓
STLD Steel Dynamics $136.14万0.04%5,934 5,266788.3% $120.81万 加仓
BLK BLACKROCK INC $135.94万0.04%1,414 221.6% $2.12万 加仓
PFEB INNOVATOR ETFS TRUST $134.19万0.04%31,165 1220.4% $5,253 加仓
CIBR FIRST TR EXCHANGE TRADED FD $133.98万0.04%14,912 7,704106.9% $69.22万 加仓
OKE ONEOK INC NEW $132.21万0.04%15,207 1,53111.2% $13.31万 加仓
SHW SHERWIN WILLIAMS CO $131.84万0.04%3,829 2115.8% $7.27万 加仓
UMAR INNOVATOR ETFS TRUST $130.80万0.04%30,959 -4,337-12.3% -$18.32万 减仓
BXSL BLACKSTONE SECD LENDING FD $129.51万0.04%54,621 -16,206-22.9% -$38.42万 减仓
SYM SYMBOTIC INC $129.14万0.04%28,730 3,93115.9% $17.67万 加仓
XLG INVESCO EXCHANGE TRADED FD T $123.12万0.04%20,108 -757-3.6% -$4.64万 减仓
PAPR INNOVATOR ETFS TRUST $123.08万0.04%29,166 -155-0.5% -$6,541 减仓
SPYG SPDR SER TR $122.08万0.04%10,260 380.4% $4,521 加仓
KIE SPDR SER TR $120.72万0.04%19,794 00.0% — 不变
— AIM ETF PRODUCTS TRUST $120.61万0.04%33,401 -5,044-13.1% -$18.21万 减仓
— PGIM ROCK ETF TR $120.51万0.04%37,553 -5,593-13.0% -$17.95万 减仓
COF CAPITAL ONE FINL CORP $118.47万0.04%5,905 -1,133-16.1% -$22.73万 减仓
DIS DISNEY WALT CO $118.42万0.04%12,303 -9,010-42.3% -$86.72万 减仓
GWX SPDR INDEX SHS FDS $118.10万0.04%26,989 630.2% $2,757 加仓
SCHW SCHWAB CHARLES CORP $115.70万0.03%12,539 -50,179-80.0% -$463.00万 减仓
CCJ CAMECO CORP $115.60万0.03%11,349 -27,170-70.5% -$276.75万 减仓
NEM NEWMONT CORP COM $114.90万0.03%12,298 -3,012-19.7% -$28.14万 减仓
XAR SPDR SER TR $114.37万0.03%4,030 48913.8% $13.88万 加仓
MUB ISHARES TR $114.14万0.03%10,606 -305-2.8% -$3.28万 减仓
VV VANGUARD INDEX FDS $113.62万0.03%3,304 70.2% $2,407 加仓
VIK VIKING HOLDINGS LTD $113.16万0.03%10,811 -2,699-20.0% -$28.25万 减仓
DFLV DIMENSIONAL ETF TRUST $112.81万0.03%28,530 -2,524-8.1% -$9.98万 减仓
ED CONSOLIDATED EDISON INC COM $112.66万0.03%10,183 -2,490-19.6% -$27.55万 减仓
OMFL INVESCO EXCH TRD SLF IDX FD $111.93万0.03%16,330 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $111.19万0.03%12,558 -901-6.7% -$7.98万 减仓
EWX SPDR INDEX SHS FDS $111.05万0.03%14,944 2191.5% $1.63万 加仓
ICF ISHARES TR $110.29万0.03%16,308 00.0% — 不变
BJAN INNOVATOR ETFS TRUST $110.28万0.03%18,732 -109-0.6% -$6,417 减仓
FESM FIDELITY COVINGTON TRUST $109.75万0.03%22,727 3031.4% $1.46万 加仓
GPIQ GOLDMAN SACHS ETF TR $109.42万0.03%18,449 1,0025.7% $5.94万 加仓
IGSB ISHARES TR $109.21万0.03%20,838 -1,961-8.6% -$10.28万 减仓
COP CONOCOPHILLIPS $108.58万0.03%10,444 -3,107-22.9% -$32.30万 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $108.44万0.03%22,100 00.0% — 不变
ITOT ISHARES TR $107.74万0.03%6,559 180.3% $2,957 加仓
IXN ISHARES TR $107.70万0.03%7,454 -270-3.5% -$3.90万 减仓
FE FirstEnergy Corp $106.90万0.03%22,487 20,8751,295.0% $99.23万 加仓
EWC ISHARES INC $106.54万0.03%18,483 10.0% $58 加仓
PHO INVESCO EXCHANGE TRADED FD T $106.28万0.03%15,385 -49-0.3% -$3,385 减仓
NBIS NEBIUS GROUP N V $105.99万0.03%3,838 3,82021,222.2% $105.50万 加仓
VUSB VANGUARD BD INDEX FDS $105.22万0.03%21,137 13,941193.7% $69.40万 加仓
FSMD FIDELITY COVINGTON TRUST $105.00万0.03%19,868 -4,675-19.0% -$24.71万 减仓
OUST OUSTER INC $104.80万0.03%16,763 -3,561-17.5% -$22.26万 减仓
BAI BLACKROCK ETF TRUST $104.38万0.03%19,799 8,00667.9% $42.21万 加仓
TTMI TTM TECHNOLOGIES INC $100.30万0.03%5,363 -2,272-29.8% -$42.49万 减仓
DY DYCOM INDS INC $99.96万0.03%1,977 -825-29.4% -$41.71万 减仓
BND VANGUARD TOTAL BOND MARKET ETF $99.81万0.03%13,597 420.3% $3,083 加仓
— PGIM ROCK ETF TR $99.28万0.03%32,015 12,23561.9% $37.94万 加仓
APRW AIM ETF PRODUCTS TRUST $98.96万0.03%26,644 10,22762.3% $37.98万 加仓
PMAY INNOVATOR ETFS TRUST $98.91万0.03%23,950 -89-0.4% -$3,676 减仓
KKR KKR CO INC $98.60万0.03%10,743 -135-1.2% -$1.24万 减仓
BINC BLACKROCK ETF TRUST II $98.02万0.03%18,728 -2,978-13.7% -$15.59万 减仓
MTZ MASTEC INC $97.86万0.03%2,352 914.0% $3.79万 加仓
SCHX SCHWAB STRATEGIC TR $97.49万0.03%33,126 -90-0.3% -$2,649 减仓
VRTX VERTEX PHARMACEUTICALS INC $97.02万0.03%1,953 482.5% $2.38万 加仓
WPM WHEATON PRECIOUS METALS CORP $96.97万0.03%8,633 1441.7% $1.62万 加仓
BOCT INNOVATOR ETFS TRUST $96.71万0.03%18,240 20.0% $106 加仓
TFLO ISHARES TR $96.69万0.03%19,098 -16,558-46.4% -$83.83万 减仓
EQIX Equinix, Inc. $95.68万0.03%918 9211.1% $9.59万 加仓
PDEC INNOVATOR ETFS TRUST $95.67万0.03%20,849 -773-3.6% -$3.55万 减仓