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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $95.03万 | 0.03% | 11,498 | 448 | 4.1% | $3.70万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $94.79万 | 0.03% | 25,786 | -925 | -3.5% | -$3.40万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $94.22万 | 0.03% | 18,067 | -2 | -0.0% | -$104 | 减仓 |
| TLT | ISHARES TR | $92.87万 | 0.03% | 10,746 | -17,075 | -61.4% | -$147.56万 | 减仓 |
| APH | AMPHENOL CORP NEW | $92.45万 | 0.03% | 5,244 | -1,661 | -24.1% | -$29.28万 | 减仓 |
| DTD | WISDOMTREE TR | $92.37万 | 0.03% | 9,906 | -6 | -0.1% | -$559 | 减仓 |
| HTD | HANCOCK JOHN TAX ADVANTAGED | $90.96万 | 0.03% | 35,686 | -79 | -0.2% | -$2,014 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $90.79万 | 0.03% | 19,945 | 63 | 0.3% | $2,868 | 加仓 |
| POWL | POWELL INDS INC | $90.53万 | 0.03% | 3,162 | 1,368 | 76.3% | $39.17万 | 加仓 |
| IWP | ISHARES TR | $90.20万 | 0.03% | 6,160 | -5,045 | -45.0% | -$73.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $90.08万 | 0.03% | 21,276 | -1,523 | -6.7% | -$6.45万 | 减仓 |
| VPU | VANGUARD WORLD FD | $89.47万 | 0.03% | 4,571 | -341 | -6.9% | -$6.67万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $88.81万 | 0.03% | 10,747 | -4,074 | -27.5% | -$33.67万 | 减仓 |
| MOD | MODINE MFG CO | $88.62万 | 0.03% | 3,319 | 110 | 3.4% | $2.94万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $87.85万 | 0.03% | 12,149 | -871 | -6.7% | -$6.30万 | 减仓 |
| DE | DEERE CO | $87.84万 | 0.03% | 1,385 | -26 | -1.8% | -$1.65万 | 减仓 |
| BKNG | Booking Holdings Inc | $87.54万 | 0.03% | 4,905 | -6,370 | -56.5% | -$113.68万 | 减仓 |
| PAVE | GLOBAL X FDS | $87.43万 | 0.03% | 14,839 | 4,503 | 43.6% | $26.53万 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $86.14万 | 0.03% | 6,402 | 680 | 11.9% | $9.15万 | 加仓 |
| BJUN | Innovator US Equity Buffer ETF - June | $86.03万 | 0.03% | 17,674 | 648 | 3.8% | $3.15万 | 加仓 |
| EWJ | ISHARES INC | $85.94万 | 0.03% | 9,214 | 1 | 0.0% | $93 | 加仓 |
| T | AT T INC | $85.19万 | 0.03% | 41,154 | 4,068 | 11.0% | $8.42万 | 加仓 |
| ENVA | ENOVA INTL INC | $84.91万 | 0.03% | 3,527 | 3,436 | 3,775.8% | $82.71万 | 重新持有 |
| MSTR | MICROSTRATEGY INC | $84.87万 | 0.03% | 9,763 | -2,816 | -22.4% | -$24.48万 | 减仓 |
| ARGX | ARGENX SE | $84.80万 | 0.03% | 914 | 914 | — | $84.80万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $84.44万 | 0.03% | 9,858 | 688 | 7.5% | $5.89万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $84.38万 | 0.03% | 51,574 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $83.96万 | 0.03% | 8,164 | -354 | -4.2% | -$3.64万 | 减仓 |
| MBB | ISHARES TR | $83.94万 | 0.03% | 8,881 | -896 | -9.2% | -$8.47万 | 减仓 |
| EOG | EOG Resources, Inc. | $82.94万 | 0.03% | 6,396 | 2,607 | 68.8% | $33.81万 | 加仓 |
| CSTM | CONSTELLIUM SE | $82.61万 | 0.02% | 25,920 | 25,920 | — | $82.61万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $82.34万 | 0.02% | 6,314 | -191 | -2.9% | -$2.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.90万 | 0.02% | 20,088 | -2,701 | -11.9% | -$11.01万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $81.74万 | 0.02% | 18,908 | 906 | 5.0% | $3.92万 | 加仓 |
| IJS | ISHARES TR | $81.58万 | 0.02% | 5,969 | -72 | -1.2% | -$9,841 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $81.52万 | 0.02% | 32,389 | 972 | 3.1% | $2.45万 | 加仓 |
| PEP | PEPSICO INC | $81.24万 | 0.02% | 6,000 | -614 | -9.3% | -$8.31万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $80.77万 | 0.02% | 16,893 | -1 | -0.0% | -$48 | 减仓 |
| BIZD | VANECK ETF TRUST | $80.55万 | 0.02% | 63,629 | 3,543 | 5.9% | $4.49万 | 加仓 |
| DLS | WISDOMTREE TR | $80.44万 | 0.02% | 9,600 | -80 | -0.8% | -$6,703 | 减仓 |
| CI | THE CIGNA GROUP | $80.40万 | 0.02% | 2,917 | -15 | -0.5% | -$4,135 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $80.17万 | 0.02% | 5,284 | 1,880 | 55.2% | $28.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $80.13万 | 0.02% | 3,595 | -331 | -8.4% | -$7.38万 | 减仓 |
| TLH | ISHARES TR | $79.89万 | 0.02% | 7,961 | -7,249 | -47.7% | -$72.74万 | 减仓 |
| VIST | VISTA ENERGY S A B DE C V | $79.23万 | 0.02% | 12,418 | 3,932 | 46.3% | $25.09万 | 加仓 |
| IXJ | ISHARES TR | $78.74万 | 0.02% | 8,004 | -233 | -2.8% | -$2.29万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $78.16万 | 0.02% | 5,683 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $77.71万 | 0.02% | 13,476 | 6,281 | 87.3% | $36.22万 | 加仓 |
| SLV | ISHARES SILVER TR | $76.75万 | 0.02% | 14,354 | -32,634 | -69.5% | -$174.50万 | 减仓 |
| TBIL | RBB FD INC | $75.33万 | 0.02% | 15,109 | 1,846 | 13.9% | $9.20万 | 加仓 |
| ESGU | ISHARES TR | $74.50万 | 0.02% | 4,552 | -321 | -6.6% | -$5.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $74.11万 | 0.02% | 19,106 | -550 | -2.8% | -$2.13万 | 减仓 |
| TMFC | RBB FD INC | $73.19万 | 0.02% | 9,610 | 14 | 0.1% | $1,066 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $72.78万 | 0.02% | 32,696 | 2,789 | 9.3% | $6.21万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $72.73万 | 0.02% | 2,291 | -88 | -3.7% | -$2.79万 | 减仓 |
| HDV | ISHARES TR | $72.62万 | 0.02% | 26,495 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $72.59万 | 0.02% | 23,809 | -3,085 | -11.5% | -$9.41万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $72.22万 | 0.02% | 14,593 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $72.02万 | 0.02% | 12,776 | -590 | -4.4% | -$3.33万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $71.44万 | 0.02% | 12,351 | 175 | 1.4% | $1.01万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $71.32万 | 0.02% | 15,626 | -911 | -5.5% | -$4.16万 | 减仓 |
| MDY | SPDR S P MIDCAP 400 ETF TR | $71.15万 | 0.02% | 1,012 | 1 | 0.1% | $703 | 加仓 |
| MLI | MUELLER INDS INC | $71.08万 | 0.02% | 5,782 | 3,236 | 127.1% | $39.78万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $70.95万 | 0.02% | 936 | 194 | 26.1% | $14.71万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $70.76万 | 0.02% | 4,987 | 1,549 | 45.1% | $21.98万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $70.28万 | 0.02% | 20,671 | -20,840 | -50.2% | -$70.86万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $70.12万 | 0.02% | 7,783 | 68 | 0.9% | $6,127 | 加仓 |
| UTES | ETFIS SER TR I | $70.03万 | 0.02% | 8,567 | 142 | 1.7% | $1.16万 | 加仓 |
| JPC | NUVEEN PFD INCOME OPPORTUN | $69.22万 | 0.02% | 87,837 | 7,868 | 9.8% | $6.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $69.14万 | 0.02% | 7,170 | -821 | -10.3% | -$7.92万 | 减仓 |
| UNP | UNION PAC CORP | $69.04万 | 0.02% | 2,538 | -264 | -9.4% | -$7.18万 | 减仓 |
| FSTR | FOSTER L B CO | $68.80万 | 0.02% | 15,232 | 15,232 | — | $68.80万 | 新建仓 |
| — | FIDELITY GREENWOOD STREET TR | $68.73万 | 0.02% | 23,791 | 221 | 0.9% | $6,385 | 加仓 |
| KOMP | SPDR SER TR | $68.66万 | 0.02% | 9,602 | 14 | 0.1% | $1,001 | 加仓 |
| NRG | NRG ENERGY INC | $68.57万 | 0.02% | 4,705 | 2,579 | 121.3% | $37.59万 | 加仓 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $68.38万 | 0.02% | 36,682 | 631 | 1.8% | $1.18万 | 加仓 |
| ICSH | ISHARES TR | $68.14万 | 0.02% | 13,473 | 4,260 | 46.2% | $21.55万 | 加仓 |
| VST | VISTRA CORP | $68.08万 | 0.02% | 4,291 | 704 | 19.6% | $11.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $67.85万 | 0.02% | 1,915 | -1,101 | -36.5% | -$39.01万 | 减仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD | $67.75万 | 0.02% | 7,214 | 1,481 | 25.8% | $13.91万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $67.47万 | 0.02% | 1,469 | 135 | 10.1% | $6.20万 | 加仓 |
| CSGP | COSTAR GROUP INC | $67.18万 | 0.02% | 23,713 | 23,210 | 4,614.3% | $65.76万 | 加仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $67.12万 | 0.02% | 5,062 | 378 | 8.1% | $5.01万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $66.86万 | 0.02% | 39,516 | 30,480 | 337.3% | $51.57万 | 加仓 |
| QCOM | QUALCOMM INC | $66.21万 | 0.02% | 3,583 | -426 | -10.6% | -$7.87万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $65.96万 | 0.02% | 8,539 | -553 | -6.1% | -$4.27万 | 减仓 |
| SHEL | SHELL PLC | $65.85万 | 0.02% | 8,492 | -26 | -0.3% | -$2,016 | 减仓 |
| AXON | AXON ENTERPRISE INC | $65.70万 | 0.02% | 1,172 | -333 | -22.1% | -$18.67万 | 减仓 |
| EWW | ISHARES INC | $65.68万 | 0.02% | 8,726 | 1 | 0.0% | $75 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.56万 | 0.02% | 21,688 | -996 | -4.4% | -$3.01万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $65.28万 | 0.02% | 15,992 | -2,667 | -14.3% | -$10.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $65.27万 | 0.02% | 7,118 | -16,452 | -69.8% | -$150.86万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $65.16万 | 0.02% | 13,334 | -930 | -6.5% | -$4.54万 | 减仓 |
| — | PGIM ROCK ETF TR | $65.11万 | 0.02% | 20,808 | -3,486 | -14.3% | -$10.91万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $64.97万 | 0.02% | 2,788 | 434 | 18.4% | $10.11万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $64.56万 | 0.02% | 660 | 97 | 17.2% | $9.49万 | 加仓 |
| SPGI | S P GLOBAL INC | $64.33万 | 0.02% | 1,580 | -2,366 | -60.0% | -$96.34万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $64.32万 | 0.02% | 8,476 | -229 | -2.6% | -$1.74万 | 减仓 |
| DVY | ISHARES TR | $63.13万 | 0.02% | 4,039 | -521 | -11.4% | -$8.14万 | 减仓 |
| IWS | ISHARES TR | $62.79万 | 0.02% | 3,815 | -1,046 | -21.5% | -$17.22万 | 减仓 |