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
CMI CUMMINS INC $62.77万0.02%880 39581.4% $28.17万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $62.55万0.02%17,122 -2,464-12.6% -$9.00万 减仓
FIIG FIRST TR EXCHANGE TRADED FD $62.03万0.02%29,950 3,13511.7% $6.49万 加仓
SPYD SPDR SER TR $61.37万0.02%12,863 -1,008-7.3% -$4.81万 减仓
SRLN SSGA ACTIVE ETF TR $61.36万0.02%15,230 -787-4.9% -$3.17万 减仓
BSEP INNOVATOR ETFS TRUST $61.24万0.02%11,614 -116-1.0% -$6,117 减仓
RL RALPH LAUREN CORP $61.11万0.02%1,522 1,112271.2% $44.65万 加仓
AEP AMERICAN ELEC PWR CO INC $60.51万0.02%4,423 -7,324-62.3% -$100.20万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $60.05万0.02%49,547 7,50017.8% $9.09万 加仓
IWV ISHARES TR $59.79万0.02%1,402 00.0% — 不变
EMR EMERSON ELEC CO $59.70万0.02%4,170 00.0% — 不变
GILD GILEAD SCIENCES INC $59.33万0.02%4,696 -293-5.9% -$3.70万 减仓
SLB SCHLUMBERGER LTD $58.99万0.02%12,688 2,61726.0% $12.17万 加仓
VLO VALERO ENERGY CORP $58.93万0.02%2,261 1,755346.8% $45.74万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $58.93万0.02%13,513 6,38689.6% $27.85万 加仓
BOTZ GLOBAL X FDS $58.10万0.02%15,313 1,2609.0% $4.78万 加仓
LMBS FIRST TR EXCHANGE TRADED FD $58.08万0.02%11,667 4,38760.3% $21.84万 加仓
ADP AUTOMATIC DATA PROCESSING IN $57.71万0.02%2,570 1,756215.7% $39.43万 加仓
CRM SALESFORCE INC $57.70万0.02%3,683 -757-17.0% -$11.86万 减仓
TFLR T ROWE PRICE ETF INC $57.54万0.02%11,414 -1,368-10.7% -$6.90万 减仓
EXPE EXPEDIA GROUP INC $57.50万0.02%2,247 -1,111-33.1% -$28.43万 减仓
LHX L3HARRIS TECHNOLOGIES INC $57.48万0.02%1,978 -225-10.2% -$6.54万 减仓
HOOD ROBINHOOD MKTS INC $57.45万0.02%5,729 -295-4.9% -$2.96万 减仓
XBIL RBB FD INC $57.44万0.02%11,488 -385-3.2% -$1.93万 减仓
IWN ISHARES TR $57.22万0.02%2,587 -54-2.0% -$1.19万 减仓
IBDR ISHARES TR $57.20万0.02%23,606 00.0% — 不变
NLR VANECK ETF TRUST $57.08万0.02%4,921 -6,141-55.5% -$71.23万 减仓
FAST FASTENAL CO $56.92万0.02%11,850 7,775190.8% $37.35万 加仓
SPHD INVESCO EXCH TRADED FD TR II $56.62万0.02%11,136 -401-3.5% -$2.04万 减仓
IBDS ISHARES TR $56.36万0.02%23,269 5002.2% $1.21万 加仓
MPWR MONOLITHIC PWR SYS INC $55.99万0.02%405 -6-1.5% -$8,294 减仓
HALO HALOZYME THERAPEUTICS INC $55.92万0.02%7,144 -247-3.3% -$1.93万 减仓
CWB SPDR SER TR $55.08万0.02%5,109 60.1% $647 加仓
HST HOST HOTELS RESORTS INC $54.83万0.02%23,172 20,341718.5% $48.14万 加仓
BDEC INNOVATOR ETFS TRUST $54.82万0.02%10,304 -240-2.3% -$1.28万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $54.72万0.02%4,764 62715.2% $7.20万 加仓
IBB ISHARES TR $54.67万0.02%2,875 -3-0.1% -$571 减仓
FTNT FORTINET INC $54.67万0.02%3,558 -4,904-58.0% -$75.35万 减仓
VHT VANGUARD WORLD FD $54.53万0.02%1,824 -147-7.5% -$4.39万 减仓
AVDE AMERICAN CENTY ETF TR $54.40万0.02%6,098 -3,510-36.5% -$31.31万 减仓
AIQ GLOBAL X FDS $53.78万0.02%8,196 00.0% — 不变
TRGP TARGA RES CORP $51.83万0.02%1,933 -1,783-48.0% -$47.81万 减仓
PRF INVESCO EXCHANGE TRADED FD T $51.68万0.02%9,564 -93-1.0% -$5,025 减仓
— INNOVATOR ETFS TRUST $51.32万0.02%17,402 20.0% $59 加仓
FDN FIRST TR EXCHANGE TRADED FD $51.25万0.02%1,936 70056.6% $18.53万 加仓
SCHM SCHWAB STRATEGIC TR $51.18万0.02%13,881 -31-0.2% -$1,143 减仓
PSI INVESCO EXCHANGE TRADED FD T $50.24万0.02%2,675 933.6% $1.75万 加仓
IAGG ISHARES TR $50.09万0.02%9,899 -2,737-21.7% -$13.85万 减仓
— INVESCO EXCH TRADED FD TR II $50.05万0.02%11,130 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $49.88万0.02%27,897 3,62114.9% $6.47万 加仓
YUM YUM BRANDS INC $49.75万0.02%3,112 41715.5% $6.67万 加仓
SUB ISHARES TR $49.41万0.01%4,641 -58-1.2% -$6,175 减仓
XHB SPDR SER TR $48.99万0.01%4,239 -764-15.3% -$8.83万 减仓
DHR DANAHER CORPORATION $48.82万0.01%2,563 2028.6% $3.85万 加仓
THNQ EXCHANGE TRADED CONCEPTS TRU $48.70万0.01%5,339 -101-1.9% -$9,213 减仓
ITUB ITAU UNIBANCO HLDG S A $48.67万0.01%59,566 -693-1.2% -$5,662 减仓
TMO THERMO FISHER SCIENTIFIC INC $48.43万0.01%966 -356-26.9% -$17.85万 减仓
RMD RESMED INC $48.31万0.01%2,475 51226.1% $9.99万 加仓
XEL XCEL ENERGY INC $48.26万0.01%6,010 1312.2% $1.05万 加仓
GOVI INVESCO EXCH TRADED FD TR II $48.06万0.01%17,700 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $47.92万0.01%6,534 621.0% $4,547 加仓
FSIG FIRST TR EXCHANGE TRADED FD $47.92万0.01%25,416 2120.8% $3,997 加仓
EXEL EXELIXIS INC $47.85万0.01%8,794 -1,839-17.3% -$10.01万 减仓
IQLT ISHARES TR $47.84万0.01%9,655 -500-4.9% -$2.48万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $47.83万0.01%10,210 00.0% — 不变
RSG REPUBLIC SVCS INC $47.57万0.01%2,232 -815-26.7% -$17.37万 减仓
NOC NORTHROP GRUMMAN CORP $47.30万0.01%929 -91-8.9% -$4.63万 减仓
SU SUNCOR ENERGY INC NEW $47.22万0.01%8,797 -330-3.6% -$1.77万 减仓
IYM ISHARES TR $47.17万0.01%2,628 40.2% $718 加仓
HYDB ISHARES TR $46.57万0.01%9,958 -2,415-19.5% -$11.29万 减仓
ILF ISHARES TR $45.92万0.01%13,606 3482.6% $1.17万 加仓
XNTK SPDR SER TR $45.90万0.01%1,175 161.4% $6,250 加仓
ABT ABBOTT LABS $45.84万0.01%5,052 -1,770-25.9% -$16.06万 减仓
DUK DUKE ENERGY CORP NEW $45.69万0.01%3,609 1885.5% $2.38万 加仓
SNPS SYNOPSYS INC $45.52万0.01%1,020 18221.7% $8.12万 加仓
BUG GLOBAL X FDS $45.45万0.01%11,901 -6,486-35.3% -$24.77万 减仓
COWZ PACER FDS TR $45.17万0.01%7,263 1,54427.0% $9.60万 加仓
MPLX MPLX LP $45.00万0.01%7,988 -3,272-29.1% -$18.43万 减仓
ZTS ZOETIS INC $44.99万0.01%6,254 1,14822.5% $8.26万 加仓
DTCR GLOBAL X FDS $44.86万0.01%14,773 -300-2.0% -$9,111 减仓
ADBE ADOBE INC $44.59万0.01%2,175 -21,858-90.9% -$448.14万 减仓
PFE PFIZER INC $44.43万0.01%18,451 -26,665-59.1% -$64.21万 减仓
— KRANESHARES TRUST $44.01万0.01%27,945 -5-0.0% -$79 减仓
VICR VICOR CORP $43.71万0.01%1,151 00.0% — 不变
EXC EXELON CORP $43.32万0.01%9,293 -2,601-21.9% -$12.13万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $42.83万0.01%16,504 -334-2.0% -$8,667 减仓
QMAR FIRST TR EXCHNG TRADED FD VI $42.67万0.01%11,459 -636-5.3% -$2.37万 减仓
IWC ISHARES TR $42.20万0.01%2,109 00.0% — 不变
TIP ISHARES TR $42.10万0.01%3,847 -1,074-21.8% -$11.75万 减仓
FTSL FIRST TR EXCHANGE TRADED FD $41.99万0.01%9,384 -5,867-38.5% -$26.25万 减仓
MMM 3M CO $41.71万0.01%2,576 -553-17.7% -$8.95万 减仓
CGBL CAPITAL GROUP CORE BALANCED $41.67万0.01%10,978 520.5% $1,974 加仓
TFC TRUIST FINL CORP $41.67万0.01%8,363 650.8% $3,238 加仓
MGV VANGUARD WORLD FD $41.59万0.01%2,544 -34-1.3% -$5,558 减仓
PECO PHILLIPS EDISON CO INC $41.50万0.01%9,971 -2,946-22.8% -$12.26万 减仓
RIO RIO TINTO PLC $41.18万0.01%4,338 641.5% $6,076 加仓
GTO INVESCO ACTIVELY MANAGED EXC $41.10万0.01%8,768 4555.5% $2.13万 加仓
ADC AGREE RLTY CORP $40.82万0.01%5,390 1502.9% $1.14万 加仓
DECK DECKERS OUTDOOR CORP $40.62万0.01%4,085 3,8912,005.7% $38.69万 加仓
SCMB SCHWAB STRATEGIC TR $40.35万0.01%15,627 1350.9% $3,486 加仓