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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINANCIAL INC COM USD0.01 | $59.30万 | 0.02% | 1,334 | 198 | 17.4% | $8.80万 | 加仓 |
| IHAK | ISHARES TR | $59.24万 | 0.02% | 13,571 | -22,809 | -62.7% | -$99.56万 | 减仓 |
| ULTA | Ulta Beauty Inc | $58.60万 | 0.02% | 1,121 | 184 | 19.6% | $9.62万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TR | $58.45万 | 0.02% | 16,493 | 13,106 | 387.0% | $46.45万 | 加仓 |
| EXC | EXELON CORP | $58.30万 | 0.02% | 11,894 | 745 | 6.7% | $3.65万 | 加仓 |
| — | PGIM ROCK ETF TR | $58.15万 | 0.02% | 19,780 | -24,609 | -55.4% | -$72.35万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $58.08万 | 0.02% | 16,417 | -20,542 | -55.6% | -$72.68万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $58.01万 | 0.02% | 7,715 | 96 | 1.3% | $7,218 | 加仓 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $57.93万 | 0.02% | 36,051 | 36,051 | — | $57.93万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $57.63万 | 0.02% | 6,898 | -3,416 | -33.1% | -$28.54万 | 减仓 |
| HYDB | ISHARES TR | $57.56万 | 0.02% | 12,373 | 3,973 | 47.3% | $18.48万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $57.24万 | 0.02% | 11,537 | 1,209 | 11.7% | $6.00万 | 加仓 |
| IBDR | ISHARES TR | $57.22万 | 0.02% | 23,606 | 3,939 | 20.0% | $9.55万 | 加仓 |
| MELI | MERCADOLIBRE INC | $56.80万 | 0.02% | 329 | 64 | 24.2% | $11.05万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $56.40万 | 0.02% | 11,730 | 1 | 0.0% | $48 | 加仓 |
| SETM | SPROTT FDS TR | $56.21万 | 0.02% | 16,993 | 16,993 | — | $56.21万 | 新建仓 |
| KOMP | SPDR SER TR | $56.07万 | 0.02% | 9,588 | 1,647 | 20.7% | $9.63万 | 加仓 |
| FIIG | FIRST TR EXCHANGE TRADED FD | $55.64万 | 0.02% | 26,815 | 2,972 | 12.5% | $6.17万 | 加仓 |
| IBDS | ISHARES TR | $55.19万 | 0.02% | 22,769 | 21,365 | 1,521.7% | $51.79万 | 加仓 |
| EOG | EOG RES INC | $54.78万 | 0.02% | 3,789 | -124 | -3.2% | -$1.79万 | 减仓 |
| EMR | EMERSON ELEC CO | $54.64万 | 0.02% | 4,170 | -119 | -2.8% | -$1.56万 | 减仓 |
| TIP | ISHARES TR | $54.31万 | 0.02% | 4,921 | -67,985 | -93.3% | -$750.33万 | 减仓 |
| INTU | INTUIT | $53.96万 | 0.02% | 1,248 | -3,117 | -71.4% | -$134.76万 | 减仓 |
| VST | VISTRA CORP | $53.92万 | 0.02% | 3,587 | -11,236 | -75.8% | -$168.90万 | 减仓 |
| VHT | VANGUARD WORLD FD | $53.67万 | 0.02% | 1,971 | 77 | 4.1% | $2.10万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $53.32万 | 0.02% | 2,696 | 593 | 28.2% | $11.73万 | 加仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD | $53.18万 | 0.02% | 5,733 | -2,245 | -28.1% | -$20.83万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $52.61万 | 0.02% | 8,705 | 233 | 2.8% | $1.41万 | 加仓 |
| PAVE | GLOBAL X FDS | $52.52万 | 0.02% | 10,336 | -23,198 | -69.2% | -$117.87万 | 减仓 |
| IRM | IRON MTN INC DEL | $52.48万 | 0.02% | 5,138 | -6,335 | -55.2% | -$64.70万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $52.16万 | 0.02% | 8,313 | -11,467 | -58.0% | -$71.96万 | 减仓 |
| IWV | ISHARES TR | $51.98万 | 0.02% | 1,402 | 332 | 31.0% | $12.31万 | 加仓 |
| SLB | SCHLUMBERGER LTD | $51.75万 | 0.02% | 10,071 | 10 | 0.1% | $514 | 加仓 |
| QCOM | QUALCOMM INC | $51.62万 | 0.02% | 4,009 | -10,114 | -71.6% | -$130.23万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $50.61万 | 0.02% | 10,544 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $50.54万 | 0.02% | 742 | 56 | 8.2% | $3.81万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $50.50万 | 0.02% | 16,838 | -2,846 | -14.5% | -$8.54万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $50.50万 | 0.02% | 60,259 | 98 | 0.2% | $821 | 加仓 |
| PH | Parker Hannifin | $50.41万 | 0.02% | 563 | -851 | -60.2% | -$76.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.09万 | 0.02% | 17,400 | -3 | -0.0% | -$86 | 减仓 |
| IWN | ISHARES TR | $50.06万 | 0.02% | 2,641 | 168 | 6.8% | $3.18万 | 加仓 |
| SUB | ISHARES TR | $50.04万 | 0.02% | 4,699 | -828 | -15.0% | -$8.82万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $49.53万 | 0.02% | 4,540 | -295 | -6.1% | -$3.22万 | 减仓 |
| XHB | SPDR SER TR | $49.39万 | 0.02% | 5,003 | -642 | -11.4% | -$6.34万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $49.16万 | 0.02% | 6,098 | 6,098 | — | $49.16万 | 新建仓 |
| IBB | ISHARES TR | $48.59万 | 0.02% | 2,878 | 128 | 4.7% | $2.16万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $48.35万 | 0.02% | 42,047 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON CO INC | $48.34万 | 0.02% | 12,917 | -2,727 | -17.4% | -$10.20万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $48.33万 | 0.02% | 11,130 | -1 | -0.0% | -$43 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $48.29万 | 0.02% | 17,700 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $47.94万 | 0.02% | 12,270 | -7 | -0.1% | -$273 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $47.77万 | 0.02% | 7,391 | -1,285 | -14.8% | -$8.30万 | 减仓 |
| FSIG | FIRST TR EXCHANGE TRADED FD | $47.74万 | 0.02% | 25,204 | 934 | 3.8% | $1.77万 | 加仓 |
| — | KRANESHARES TRUST | $47.71万 | 0.02% | 27,950 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $47.09万 | 0.02% | 13,258 | 151 | 1.2% | $5,363 | 加仓 |
| IQLT | ISHARES TR | $46.95万 | 0.02% | 10,155 | -332 | -3.2% | -$1.53万 | 减仓 |
| XEL | XCEL ENERGY INC | $46.71万 | 0.02% | 5,879 | 242 | 4.3% | $1.92万 | 加仓 |
| CWB | SPDR SER TR | $46.70万 | 0.02% | 5,103 | 4 | 0.1% | $366 | 加仓 |
| BOTZ | GLOBAL X FDS | $46.68万 | 0.02% | 14,053 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $46.64万 | 0.02% | 9,213 | 28 | 0.3% | $1,417 | 加仓 |
| CNQ | CANADIAN NAT RES LTD | $46.60万 | 0.02% | 9,563 | -1,655 | -14.8% | -$8.06万 | 减仓 |
| RGLD | ROYAL GOLD INC | $46.53万 | 0.02% | 1,828 | -495 | -21.3% | -$12.60万 | 减仓 |
| BUG | GLOBAL X FDS | $46.17万 | 0.02% | 18,387 | -2,196 | -10.7% | -$5.51万 | 减仓 |
| IYM | ISHARES TR | $46.16万 | 0.02% | 2,624 | 54 | 2.1% | $9,499 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $45.90万 | 0.02% | 9,657 | 158 | 1.7% | $7,510 | 加仓 |
| EXEL | EXELIXIS INC | $45.60万 | 0.02% | 10,633 | 990 | 10.3% | $4.25万 | 加仓 |
| MMM | 3M CO | $45.45万 | 0.02% | 3,129 | -209 | -6.3% | -$3.04万 | 减仓 |
| KR | Kroger Co | $45.25万 | 0.02% | 6,254 | -20,194 | -76.4% | -$146.12万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $45.18万 | 0.02% | 7,208 | 31 | 0.4% | $1,943 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $44.94万 | 0.02% | 411 | -278 | -40.3% | -$30.40万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $44.82万 | 0.02% | 33,200 | -5,250 | -13.7% | -$7.09万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.79万 | 0.02% | 3,421 | 399 | 13.2% | $5.22万 | 加仓 |
| DHR | DANAHER CORPORATION | $44.77万 | 0.02% | 2,361 | -21 | -0.9% | -$3,982 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $44.47万 | 0.02% | 10,210 | -336 | -3.2% | -$1.46万 | 减仓 |
| RMD | ResMed Inc. | $44.07万 | 0.02% | 1,963 | 590 | 43.0% | $13.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.07万 | 0.02% | 2,270 | -37 | -1.6% | -$7,183 | 减仓 |
| GLDM | WORLD GOLD TR | $44.06万 | 0.02% | 4,753 | -282 | -5.6% | -$2.61万 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $43.13万 | 0.01% | 1,535 | 313 | 25.6% | $8.79万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.09万 | 0.01% | 24,276 | 2,618 | 12.1% | $4.65万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.07万 | 0.01% | 13,912 | -3,146 | -18.4% | -$9.74万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $43.04万 | 0.01% | 11,201 | 260 | 2.4% | $9,989 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.02万 | 0.01% | 3,438 | -1,602 | -31.8% | -$20.04万 | 减仓 |
| WSM | WILLIAMS-SONOMA INC | $42.91万 | 0.01% | 2,354 | 1,650 | 234.4% | $30.08万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $42.75万 | 0.01% | 12,750 | -514 | -3.9% | -$1.72万 | 减仓 |
| FXH | FIRST TR EXCHANGE TRADED FD | $42.61万 | 0.01% | 3,882 | -323 | -7.7% | -$3.55万 | 减仓 |
| YUM | YUM BRANDS INC | $41.90万 | 0.01% | 2,695 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $41.74万 | 0.01% | 6,024 | -65,321 | -91.6% | -$452.66万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $41.27万 | 0.01% | 1,454 | -26 | -1.8% | -$7,380 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $41.10万 | 0.01% | 3,404 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $41.08万 | 0.01% | 4,100 | 2,424 | 144.6% | $24.29万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $40.66万 | 0.01% | 12,095 | -760 | -5.9% | -$2.56万 | 减仓 |
| WEC | WEC Energy Group | $40.58万 | 0.01% | 3,505 | 3,087 | 738.5% | $35.74万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $40.47万 | 0.01% | 6,673 | -483 | -6.7% | -$2.93万 | 减仓 |
| NG | NOVAGOLD RES INC | $40.00万 | 0.01% | 44,540 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $39.87万 | 0.01% | 4,274 | 55 | 1.3% | $5,131 | 加仓 |
| ADC | AGREE RLTY CORP | $39.50万 | 0.01% | 5,240 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $39.47万 | 0.01% | 15,492 | 15,492 | — | $39.47万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $39.36万 | 0.01% | 13,697 | 786 | 6.1% | $2.26万 | 加仓 |
| — | WISDOMTREE TR | $39.11万 | 0.01% | 7,195 | 7,195 | — | $39.11万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $38.96万 | 0.01% | 2,167 | -390 | -15.3% | -$7.01万 | 减仓 |