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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $91.44万 | 0.03% | 11,050 | -152 | -1.4% | -$1.26万 | 减仓 |
| WM | WASTE MGMT INC DEL | $90.21万 | 0.03% | 3,926 | -22 | -0.6% | -$5,055 | 减仓 |
| XAR | SPDR SER TR | $89.94万 | 0.03% | 3,541 | 709 | 25.0% | $18.01万 | 加仓 |
| HTD | HANCOCK JOHN TAX ADVANTAGED | $88.59万 | 0.03% | 35,765 | 3,919 | 12.3% | $9.71万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $87.53万 | 0.03% | 18,238 | -3 | -0.0% | -$144 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.28万 | 0.03% | 22,789 | -10,891 | -32.3% | -$41.71万 | 减仓 |
| APH | Amphenol Corporation | $87.25万 | 0.03% | 6,905 | -41,852 | -85.8% | -$528.82万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $86.94万 | 0.03% | 15,915 | -3,963 | -19.9% | -$21.65万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $86.34万 | 0.03% | 17,447 | -1,468 | -7.8% | -$7.27万 | 减仓 |
| DTD | WISDOMTREE TR | $85.60万 | 0.03% | 9,912 | -78 | -0.8% | -$6,736 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $85.21万 | 0.03% | 18,069 | 1,942 | 12.0% | $9.16万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $85.21万 | 0.03% | 22,424 | 3,062 | 15.8% | $11.64万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $85.16万 | 0.03% | 33,216 | -299 | -0.9% | -$7,666 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $85.05万 | 0.03% | 1,905 | -50 | -2.6% | -$2.23万 | 减仓 |
| CRM | SALESFORCE INC | $82.89万 | 0.03% | 4,440 | -418 | -8.6% | -$7.80万 | 减仓 |
| CBRE | CBRE Group, Inc. | $82.35万 | 0.03% | 6,079 | 1,497 | 32.7% | $20.28万 | 加仓 |
| PFF | ISHARES TR | $81.54万 | 0.03% | 26,894 | -1,598 | -5.6% | -$4.85万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $81.51万 | 0.03% | 9,608 | 879 | 10.1% | $7.46万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $81.22万 | 0.03% | 5,600 | 105 | 1.9% | $1.52万 | 加仓 |
| VTR | VENTAS INC | $81.09万 | 0.03% | 9,916 | 8,644 | 679.6% | $70.69万 | 加仓 |
| EQIX | Equinix, Inc. | $80.97万 | 0.03% | 826 | 807 | 4,247.4% | $79.11万 | 加仓 |
| DE | DEERE CO | $79.50万 | 0.03% | 1,411 | -302 | -17.6% | -$17.02万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $79.44万 | 0.03% | 8,518 | -76 | -0.9% | -$7,088 | 减仓 |
| SHEL | SHELL PLC | $79.22万 | 0.03% | 8,518 | -59 | -0.7% | -$5,487 | 减仓 |
| DLS | WISDOMTREE TR | $78.89万 | 0.03% | 9,680 | -1,342 | -12.2% | -$10.94万 | 减仓 |
| BJUN | Innovator US Equity Buffer ETF - June | $78.75万 | 0.03% | 17,026 | -169 | -1.0% | -$7,816 | 减仓 |
| IWO | ISHARES TR | $78.47万 | 0.03% | 2,501 | 17 | 0.7% | $5,334 | 加仓 |
| CI | THE CIGNA GROUP | $78.22万 | 0.03% | 2,932 | -33 | -1.1% | -$8,804 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $77.88万 | 0.03% | 31,417 | 1,694 | 5.7% | $4.20万 | 加仓 |
| EWJ | ISHARES INC | $77.79万 | 0.03% | 9,213 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $77.54万 | 0.03% | 3,358 | 1,061 | 46.2% | $24.50万 | 加仓 |
| IXN | ISHARES TR | $77.21万 | 0.03% | 7,724 | -50 | -0.6% | -$4,998 | 减仓 |
| IXJ | ISHARES TR | $77.05万 | 0.03% | 8,237 | -4,391 | -34.8% | -$41.07万 | 减仓 |
| BIZD | VANECK ETF TRUST | $76.91万 | 0.03% | 60,086 | 2,200 | 3.8% | $2.82万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $76.23万 | 0.03% | 51,574 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.03万 | 0.03% | 2,203 | 38 | 1.8% | $1.31万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $75.30万 | 0.03% | 18,002 | -1 | -0.0% | -$42 | 减仓 |
| HACK | AMPLIFY ETF TR | $75.20万 | 0.03% | 10,014 | -822 | -7.6% | -$6.17万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $74.38万 | 0.03% | 7,635 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $74.37万 | 0.03% | 6,505 | -312 | -4.6% | -$3.57万 | 减仓 |
| — | PGIM ROCK ETF TR | $74.28万 | 0.03% | 24,546 | -5,712 | -18.9% | -$17.28万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $74.26万 | 0.03% | 21,977 | -5,100 | -18.8% | -$17.23万 | 减仓 |
| — | SILA REALTY TRUST INC | $74.17万 | 0.03% | 31,323 | 26,047 | 493.7% | $61.68万 | 加仓 |
| MTZ | MASTEC INC | $72.75万 | 0.02% | 2,261 | -221 | -8.9% | -$7.11万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $72.68万 | 0.02% | 16,894 | -1 | -0.0% | -$43 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $72.41万 | 0.02% | 18,659 | -10,780 | -36.6% | -$41.84万 | 减仓 |
| — | PGIM ROCK ETF TR | $72.20万 | 0.02% | 24,294 | -14,156 | -36.8% | -$42.07万 | 减仓 |
| HDV | ISHARES TR | $71.92万 | 0.02% | 5,299 | -39 | -0.7% | -$5,293 | 减仓 |
| IJS | ISHARES TR | $71.56万 | 0.02% | 6,041 | -20 | -0.3% | -$2,369 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $70.88万 | 0.02% | 7,991 | 389 | 5.1% | $3.45万 | 加仓 |
| IWS | ISHARES TR | $70.84万 | 0.02% | 4,861 | 35 | 0.7% | $5,101 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $70.65万 | 0.02% | 16,537 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES TR II | $70.36万 | 0.02% | 17,902 | -900 | -4.8% | -$3.54万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $70.18万 | 0.02% | 12,176 | 116 | 1.0% | $6,686 | 加仓 |
| ABT | ABBOTT LABS | $70.04万 | 0.02% | 6,822 | 281 | 4.3% | $2.89万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $69.69万 | 0.02% | 14,264 | -51 | -0.4% | -$2,492 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $69.61万 | 0.02% | 1,020 | 388 | 61.4% | $26.48万 | 加仓 |
| MOD | MODINE MFG CO | $69.54万 | 0.02% | 3,209 | 3,009 | 1,504.5% | $65.21万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $69.53万 | 0.02% | 4,989 | 188 | 3.9% | $2.62万 | 加仓 |
| FTNT | Fortinet Inc | $69.15万 | 0.02% | 8,462 | 3,938 | 87.0% | $32.18万 | 加仓 |
| DVY | ISHARES TR | $69.04万 | 0.02% | 4,560 | -6 | -0.1% | -$908 | 减仓 |
| SPG | Simon Property Group | $68.91万 | 0.02% | 3,694 | -3,125 | -45.8% | -$58.30万 | 减仓 |
| ESGU | ISHARES TR | $68.91万 | 0.02% | 4,873 | -345 | -6.6% | -$4.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $68.87万 | 0.02% | 19,656 | 2,479 | 14.4% | $8.69万 | 加仓 |
| FTSL | FIRST TR EXCHANGE TRADED FD | $68.32万 | 0.02% | 15,251 | -367 | -2.3% | -$1.64万 | 减仓 |
| UNP | UNION PAC CORP | $67.97万 | 0.02% | 2,802 | 71 | 2.6% | $1.72万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $67.32万 | 0.02% | 14,593 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $67.32万 | 0.02% | 8,425 | -2,200 | -20.7% | -$17.58万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $66.78万 | 0.02% | 29,907 | 13,454 | 81.8% | $30.04万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $66.73万 | 0.02% | 3,047 | -1,820 | -37.4% | -$39.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.60万 | 0.02% | 22,684 | 1 | 0.0% | $29 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $66.14万 | 0.02% | 19,586 | 38 | 0.2% | $1,283 | 加仓 |
| TBIL | RBB FD INC | $66.13万 | 0.02% | 13,263 | -1,863 | -12.3% | -$9.29万 | 减仓 |
| EWW | ISHARES INC | $65.64万 | 0.02% | 8,725 | 48 | 0.6% | $3,611 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $65.47万 | 0.02% | 2,379 | 234 | 10.9% | $6.44万 | 加仓 |
| APA | APA CORPORATION COM | $65.37万 | 0.02% | 15,402 | 14,835 | 2,616.4% | $62.96万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $65.26万 | 0.02% | 5,683 | -141 | -2.4% | -$1.62万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $64.97万 | 0.02% | 1,322 | -155 | -10.5% | -$7.62万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $64.61万 | 0.02% | 11,014 | 11,014 | — | $64.61万 | 新建仓 |
| TFLR | T ROWE PRICE ETF INC | $64.37万 | 0.02% | 12,782 | 5,381 | 72.7% | $27.10万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $64.29万 | 0.02% | 16,017 | 3,130 | 24.3% | $12.56万 | 加仓 |
| MPLX | MPLX LP | $64.26万 | 0.02% | 11,260 | 850 | 8.2% | $4.85万 | 加仓 |
| ACMR | ACM RESH INC | $64.12万 | 0.02% | 16,296 | -303 | -1.8% | -$1.19万 | 减仓 |
| VIST | VISTA ENERGY S A B DE C V | $64.04万 | 0.02% | 8,486 | 1,081 | 14.6% | $8.16万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $63.97万 | 0.02% | 9,092 | -350 | -3.7% | -$2.46万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $63.95万 | 0.02% | 23,570 | 1,724 | 7.9% | $4.68万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $63.91万 | 0.02% | 1,505 | -40 | -2.6% | -$1.70万 | 减仓 |
| HIG | Hartford Financial Services Group | $63.35万 | 0.02% | 4,684 | -11,919 | -71.8% | -$161.19万 | 减仓 |
| TMFC | RBB FD INC | $63.31万 | 0.02% | 9,596 | 32 | 0.3% | $2,111 | 加仓 |
| IAGG | ISHARES TR | $63.23万 | 0.02% | 12,636 | 989 | 8.5% | $4.95万 | 加仓 |
| SPYD | SPDR SER TR | $63.14万 | 0.02% | 13,871 | 1,318 | 10.5% | $6.00万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $62.75万 | 0.02% | 9,170 | 3 | 0.0% | $205 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $62.57万 | 0.02% | 5,722 | -1,214 | -17.5% | -$13.28万 | 减仓 |
| CRH | CRH ORD EUR 0.32 (DI) | $62.42万 | 0.02% | 5,938 | 5,926 | 49,383.3% | $62.29万 | 加仓 |
| MDY | SPDR S P MIDCAP 400 ETF TR | $62.37万 | 0.02% | 1,011 | 1 | 0.1% | $617 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $62.10万 | 0.02% | 13,366 | -892 | -6.3% | -$4.14万 | 减仓 |
| ZTS | ZOETIS INC | $60.36万 | 0.02% | 5,106 | -211 | -4.0% | -$2.49万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $60.34万 | 0.02% | 9,127 | 189 | 2.1% | $1.25万 | 加仓 |
| JPC | NUVEEN PFD INCOME OPPORTUN | $60.30万 | 0.02% | 79,969 | -8,300 | -9.4% | -$6.26万 | 减仓 |
| XBIL | RBB FD INC | $59.40万 | 0.02% | 11,873 | -162 | -1.3% | -$8,105 | 减仓 |