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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $38.96万 | 0.01% | 15,741 | 614 | 4.1% | $1.52万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $38.93万 | 0.01% | 8,313 | -362 | -4.2% | -$1.70万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $38.86万 | 0.01% | 11,793 | 287 | 2.5% | $9,456 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $38.75万 | 0.01% | 4,137 | 952 | 29.9% | $8.92万 | 加仓 |
| IYE | ISHARES TR | $38.59万 | 0.01% | 5,958 | 26 | 0.4% | $1,684 | 加仓 |
| EMXC | ISHARES INC | $38.39万 | 0.01% | 4,881 | -81 | -1.6% | -$6,371 | 减仓 |
| AIQ | GLOBAL X FDS | $38.25万 | 0.01% | 8,196 | -623 | -7.1% | -$2.91万 | 减仓 |
| LGOV | FIRST TR EXCHANGE TRADED FD | $38.22万 | 0.01% | 17,719 | 1,624 | 10.1% | $3.50万 | 加仓 |
| TFC | TRUIST FINL CORP | $38.15万 | 0.01% | 8,298 | -7 | -0.1% | -$322 | 减仓 |
| PLD | PROLOGIS INC | $37.90万 | 0.01% | 2,868 | 447 | 18.5% | $5.91万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $37.60万 | 0.01% | 10,926 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $37.37万 | 0.01% | 2,578 | 638 | 32.9% | $9.25万 | 加仓 |
| OUST | OUSTER INC | $37.34万 | 0.01% | 20,324 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $37.19万 | 0.01% | 12,953 | 409 | 3.3% | $1.17万 | 加仓 |
| IJJ | ISHARES TR | $36.49万 | 0.01% | 2,754 | -94 | -3.3% | -$1.25万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $36.44万 | 0.01% | 6,472 | 618 | 10.6% | $3.48万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $36.31万 | 0.01% | 13,966 | 515 | 3.8% | $1.34万 | 加仓 |
| IDV | ISHARES TR | $36.28万 | 0.01% | 8,525 | 8 | 0.1% | $340 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $36.28万 | 0.01% | 6,171 | 190 | 3.2% | $1.12万 | 加仓 |
| LMBS | FIRST TR EXCHANGE TRADED FD | $36.26万 | 0.01% | 7,280 | 1,541 | 26.9% | $7.68万 | 加仓 |
| DTCR | GLOBAL X FDS | $36.11万 | 0.01% | 15,073 | 8,103 | 116.3% | $19.41万 | 加仓 |
| APD | AIR PRODS CHEMS INC | $35.83万 | 0.01% | 1,233 | 43 | 3.6% | $1.25万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $35.83万 | 0.01% | 7,196 | -52 | -0.7% | -$2,589 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $35.78万 | 0.01% | 5,719 | -1,943 | -25.4% | -$12.15万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $35.39万 | 0.01% | 45,600 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $34.99万 | 0.01% | 18,417 | -1,609 | -8.0% | -$3.06万 | 减仓 |
| SLQD | ISHARES TR | $34.42万 | 0.01% | 6,818 | -325 | -4.5% | -$1.64万 | 减仓 |
| CAVA | CAVA GROUP INC | $34.36万 | 0.01% | 4,247 | -78 | -1.8% | -$6,310 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $34.11万 | 0.01% | 12,817 | 2,174 | 20.4% | $5.78万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $33.99万 | 0.01% | 7,410 | 295 | 4.1% | $1.35万 | 加仓 |
| MNST | Monster Beverage Corp | $33.79万 | 0.01% | 4,664 | -617 | -11.7% | -$4.47万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $33.72万 | 0.01% | 3,450 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $33.67万 | 0.01% | 2,109 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $33.61万 | 0.01% | 1,656 | -317 | -16.1% | -$6.43万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $33.40万 | 0.01% | 10,690 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $33.24万 | 0.01% | 838 | -96 | -10.3% | -$3.81万 | 减仓 |
| VLTO | Veralto Corp | $33.16万 | 0.01% | 3,751 | 1,325 | 54.6% | $11.71万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.03万 | 0.01% | 2,633 | -151 | -5.4% | -$1.89万 | 减仓 |
| NDAQ | NASDAQ INC | $33.03万 | 0.01% | 3,891 | 44 | 1.1% | $3,735 | 加仓 |
| LIN | LINDE PLC | $33.02万 | 0.01% | 666 | -39 | -5.5% | -$1.93万 | 减仓 |
| HL | HECLA MNG CO | $32.99万 | 0.01% | 17,709 | 25 | 0.1% | $466 | 加仓 |
| O | REALTY INCOME CORP | $32.99万 | 0.01% | 5,392 | -32 | -0.6% | -$1,958 | 减仓 |
| — | AB ACTIVE ETFS INC | $32.82万 | 0.01% | 13,192 | 13,192 | — | $32.82万 | 新建仓 |
| INCY | INCYTE CORP | $32.82万 | 0.01% | 3,487 | 2,361 | 209.7% | $22.22万 | 加仓 |
| AME | AMETEK INC COM | $32.80万 | 0.01% | 1,530 | 1,519 | 13,809.1% | $32.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.79万 | 0.01% | 11,988 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $32.74万 | 0.01% | 1,458 | 78 | 5.7% | $1.75万 | 加仓 |
| IREN | IREN LIMITED | $32.64万 | 0.01% | 9,523 | 868 | 10.0% | $2.98万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.44万 | 0.01% | 1,997 | 11 | 0.6% | $1,787 | 加仓 |
| POWL | POWELL INDS INC | $32.38万 | 0.01% | 598 | -80 | -11.8% | -$4.33万 | 减仓 |
| MDT | MEDTRONIC PLC | $32.17万 | 0.01% | 3,713 | -1,191 | -24.3% | -$10.32万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $32.10万 | 0.01% | 5,440 | -70 | -1.3% | -$4,130 | 减仓 |
| PSX | PHILLIPS 66 | $31.98万 | 0.01% | 1,755 | 207 | 13.4% | $3.77万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $31.87万 | 0.01% | 6,900 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $31.82万 | 0.01% | 2,625 | 936 | 55.4% | $11.34万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $31.79万 | 0.01% | 3,118 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $31.69万 | 0.01% | 6,742 | 428 | 6.8% | $2.01万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS LP | $31.64万 | 0.01% | 4,895 | -718 | -12.8% | -$4.64万 | 减仓 |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON I | $31.55万 | 0.01% | 2,202 | 65 | 3.0% | $9,312 | 加仓 |
| IHI | ISHARES TR | $31.33万 | 0.01% | 5,872 | -1,131 | -16.2% | -$6.03万 | 减仓 |
| XFFCX | FLAHERTY CRUMRINE PFD SECS | $31.26万 | 0.01% | 20,182 | -94 | -0.5% | -$1,456 | 减仓 |
| ES | EVERSOURCE ENERGY | $31.24万 | 0.01% | 4,509 | -2,159 | -32.4% | -$14.96万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $31.13万 | 0.01% | 10,137 | 9,547 | 1,618.1% | $29.32万 | 加仓 |
| NRG | NRG ENERGY INC | $31.07万 | 0.01% | 2,126 | -1,245 | -36.9% | -$18.20万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $31.07万 | 0.01% | 7,127 | -1,061 | -13.0% | -$4.62万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $30.99万 | 0.01% | 6,303 | -3,152 | -33.3% | -$15.50万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $30.98万 | 0.01% | 1,025 | -10 | -1.0% | -$3,023 | 减仓 |
| HYG | ISHARES TR | $30.92万 | 0.01% | 3,886 | -21 | -0.5% | -$1,671 | 减仓 |
| F | FORD MTR CO | $30.86万 | 0.01% | 26,744 | 6,611 | 32.8% | $7.63万 | 加仓 |
| ESS | ESSEX PROPERTY TRUST INC COM USD0.0001 | $30.76万 | 0.01% | 1,271 | 1,268 | 42,266.7% | $30.69万 | 加仓 |
| MGC | VANGUARD WORLD FD | $30.73万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $30.67万 | 0.01% | 2,390 | -235 | -9.0% | -$3.02万 | 减仓 |
| — | WISDOMTREE TR | $30.63万 | 0.01% | 2,647 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $30.53万 | 0.01% | 8,417 | 805 | 10.6% | $2.92万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $30.46万 | 0.01% | 40,500 | -3,000 | -6.9% | -$2.26万 | 减仓 |
| IYH | ISHARES TR | $30.43万 | 0.01% | 4,937 | 2 | 0.0% | $123 | 加仓 |
| IBHF | ISHARES TR | $30.40万 | 0.01% | 13,248 | -12,689 | -48.9% | -$29.12万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $29.78万 | 0.01% | 42,852 | -3,625 | -7.8% | -$2.52万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.77万 | 0.01% | 17,398 | 3,099 | 21.7% | $5.30万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $29.70万 | 0.01% | 5,080 | -30 | -0.6% | -$1,754 | 减仓 |
| XNTK | SPDR SER TR | $29.58万 | 0.01% | 1,159 | -161 | -12.2% | -$4.11万 | 减仓 |
| PTLC | PACER FDS TR | $29.54万 | 0.01% | 5,631 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $29.45万 | 0.01% | 3,046 | -226 | -6.9% | -$2.19万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $29.31万 | 0.01% | 10,078 | 6 | 0.1% | $174 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $29.22万 | 0.01% | 5,074 | 215 | 4.4% | $1.24万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $29.13万 | 0.01% | 13,772 | 1,597 | 13.1% | $3.38万 | 加仓 |
| FDN | FIRST TR EXCHANGE TRADED FD | $28.92万 | 0.01% | 1,236 | -640 | -34.1% | -$14.98万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $28.50万 | 0.01% | 4,473 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $28.36万 | 0.01% | 4,175 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $28.29万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.29万 | 0.01% | 3,380 | -448 | -11.7% | -$3.75万 | 减仓 |
| MLI | MUELLER INDS INC | $28.21万 | 0.01% | 2,546 | -2,428 | -48.8% | -$26.90万 | 减仓 |
| DOV | DOVER CORP | $28.16万 | 0.01% | 1,351 | -13 | -1.0% | -$2,710 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $28.00万 | 0.01% | 1,934 | 1,907 | 7,063.0% | $27.61万 | 加仓 |
| IVLU | ISHARES TR | $27.68万 | 0.01% | 6,975 | -7 | -0.1% | -$278 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $27.58万 | 0.01% | 1,598 | 87 | 5.8% | $1.50万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.46万 | 0.01% | 903 | -10 | -1.1% | -$3,041 | 减仓 |
| CME | CME GROUP INC | $26.97万 | 0.01% | 913 | 96 | 11.8% | $2.84万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $26.78万 | 0.01% | 102,608 | 558 | 0.5% | $1,456 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.67万 | 0.01% | 4,557 | -51 | -1.1% | -$2,985 | 减仓 |