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
PRFZ INVESCO EXCHANGE TRADED FD T $40.31万0.01%7,227 -183-2.5% -$1.02万 减仓
SCHF SCHWAB STRATEGIC TR $40.21万0.01%14,516 -1,225-7.8% -$3.39万 减仓
CBOE CBOE GLOBAL MKTS INC $40.09万0.01%1,650 1157.5% $2.79万 加仓
KMI KINDER MORGAN INC DEL $39.94万0.01%12,493 -257-2.0% -$8,217 减仓
F FORD MTR CO $39.72万0.01%28,575 1,8316.8% $2.55万 加仓
EMXC ISHARES INC $39.71万0.01%3,881 -1,000-20.5% -$10.23万 减仓
VPL VANGUARD INTL EQUITY INDEX F $39.51万0.01%3,415 -35-1.0% -$4,049 减仓
FEMB FIRST TR EXCH TRADED FD III $39.06万0.01%13,369 -328-2.4% -$9,584 减仓
FXH FIRST TR EXCHANGE TRADED FD $38.85万0.01%3,174 -708-18.2% -$8.67万 减仓
LGOV FIRST TR EXCHANGE TRADED FD $38.56万0.01%18,018 2991.7% $6,399 加仓
DAVE DAVE INC $38.45万0.01%1,032 00.0% — 不变
IJJ ISHARES TR $38.33万0.01%2,594 -160-5.8% -$2.36万 减仓
VBK VANGUARD INDEX FDS $38.28万0.01%1,047 222.1% $8,044 加仓
SNDA SONIDA SENIOR LIVING INC $37.94万0.01%9,300 3,62163.8% $14.77万 加仓
SCHA SCHWAB STRATEGIC TR $37.90万0.01%10,490 4124.1% $1.49万 加仓
— WISDOMTREE TR $37.68万0.01%2,874 2278.6% $2.98万 加仓
VICI VICI PPTYS INC $37.63万0.01%14,177 13,7273,050.4% $36.44万 加仓
FCX FREEPORT MCMORAN INC $37.55万0.01%5,971 -200-3.2% -$1.26万 减仓
CNQ CANADIAN NAT RES LTD $37.30万0.01%9,444 -119-1.2% -$4,700 减仓
FOXA FOX CORP $37.19万0.01%7,106 6,6841,583.9% $34.98万 加仓
IREN IREN LIMITED $36.96万0.01%8,083 -1,440-15.1% -$6.59万 减仓
ORN ORION GROUP HLDGS INC $36.89万0.01%21,930 1,8649.3% $3.14万 加仓
SCYB SCHWAB STRATEGIC TR $36.85万0.01%14,076 1100.8% $2,880 加仓
RPG INVESCO EXCHANGE TRADED FD T $36.84万0.01%5,770 3095.7% $1.97万 加仓
RGLD ROYAL GOLD INC $36.43万0.01%1,825 -3-0.2% -$599 减仓
CBRE CBRE GROUP INC $36.26万0.01%2,692 -3,387-55.7% -$45.62万 减仓
ATO ATMOS ENERGY CORP $36.26万0.01%2,104 2,0564,283.3% $35.43万 加仓
MGC VANGUARD WORLD FD $36.23万0.01%1,324 241.8% $6,567 加仓
IAK ISHARES TR $36.18万0.01%2,574 1847.7% $2.59万 加仓
LUMN LUMEN TECHNOLOGIES INC $35.98万0.01%46,852 4,0009.3% $3.07万 加仓
IVOV VANGUARD ADMIRAL FDS INC $35.57万0.01%3,118 00.0% — 不变
LMAT LEMAITRE VASCULAR INC $35.51万0.01%3,700 3,700— $35.51万 新建仓
XOVR ENTREPRENEURSHARES SERIES TR $35.30万0.01%16,771 16,5718,285.5% $34.88万 加仓
UEC URANIUM ENERGY CORP $34.75万0.01%32,600 -600-1.8% -$6,396 减仓
SRRK SCHOLAR ROCK HLDG CORP $34.67万0.01%6,303 00.0% — 不变
SLQD ISHARES TR $34.34万0.01%6,818 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $34.24万0.01%8,169 -248-2.9% -$1.04万 减仓
PLD PROLOGIS INC $34.23万0.01%2,527 -341-11.9% -$4.62万 减仓
BMY BRISTOL MYERS SQUIBB CO $34.17万0.01%5,931 -742-11.1% -$4.28万 减仓
IRM IRON MTN INC DEL $34.13万0.01%2,702 -2,436-47.4% -$30.77万 减仓
CF CF INDS HLDGS INC $33.92万0.01%3,130 -32,919-91.3% -$356.71万 减仓
IYE ISHARES TR $33.89万0.01%5,988 300.5% $1,698 加仓
APD AIR PRODS CHEMS INC $33.83万0.01%1,154 -79-6.4% -$2.32万 减仓
PRN INVESCO EXCHANGE TRADED FD T $33.62万0.01%1,289 34136.0% $8.89万 加仓
O REALTY INCOME CORP $33.60万0.01%5,423 310.6% $1,921 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $33.57万0.01%8,962 00.0% — 不变
— AB ACTIVE ETFS INC $33.42万0.01%13,192 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $33.35万0.01%2,673 81443.8% $10.16万 加仓
TLN TALEN ENERGY CORP $33.28万0.01%866 8811.3% $3.38万 加仓
IYH ISHARES TR $33.10万0.01%4,940 30.1% $201 加仓
MELI MERCADOLIBRE INC $32.84万0.01%193 -136-41.3% -$23.14万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $32.81万0.01%9,712 -978-9.1% -$3.30万 减仓
NMFC NEW MTN FIN CORP $32.70万0.01%45,600 00.0% — 不变
PTLC PACER FDS TR $32.63万0.01%5,601 -30-0.5% -$1,748 减仓
FPEI FIRST TR EXCH TRADED FD III $32.51万0.01%16,851 -1,566-8.5% -$3.02万 减仓
BROS DUTCH BROS INC $31.98万0.01%4,453 -9-0.2% -$646 减仓
CQP CHENIERE ENERGY PARTNERS LP $31.97万0.01%5,245 3507.2% $2.13万 加仓
— FIRST TR EXCHNG TRADED FD VI $31.49万0.01%10,988 -1,000-8.3% -$2.87万 减仓
HYG ISHARES TR $31.24万0.01%3,906 200.5% $1,599 加仓
RSPN INVESCO EXCHANGE TRADED FD T $31.23万0.01%4,880 -194-3.8% -$1.24万 减仓
IBHF ISHARES TR $31.09万0.01%13,725 4773.6% $1.08万 加仓
VOX VANGUARD WORLD FD $31.05万0.01%1,688 -479-22.1% -$8.81万 减仓
DFAE DIMENSIONAL ETF TRUST $30.62万0.01%7,614 00.0% — 不变
CAVA CAVA GROUP INC $30.51万0.01%3,887 -360-8.5% -$2.83万 减仓
TD TORONTO DOMINION BK ONT $30.49万0.01%2,511 2159.4% $2.61万 加仓
BTI BRITISH AMERN TOB PLC $30.26万0.01%4,900 -180-3.5% -$1.11万 减仓
CDNS CADENCE DESIGN SYSTEM INC $30.26万0.01%806 -110-12.0% -$4.13万 减仓
IBIT ISHARES BITCOIN TRUST ETF $30.04万0.01%9,024 -2,177-19.4% -$7.25万 减仓
ARM ARM HOLDINGS PLC $29.96万0.01%845 -355-29.6% -$12.59万 减仓
HDB HDFC BANK LTD $29.94万0.01%11,592 3,97052.1% $10.25万 加仓
UFOX ETF SER SOLUTIONS $29.86万0.01%3,142 10.0% $95 加仓
HLT HILTON WORLDWIDE HLDGS INC $29.77万0.01%901 -2-0.2% -$661 减仓
SCHB SCHWAB STRATEGIC TR $29.47万0.01%10,178 2032.0% $5,879 加仓
NVG NUVEEN AMT FREE MUN CR INC F $29.44万0.01%23,000 2,0009.5% $2.56万 加仓
LQD ISHARES TR $29.07万0.01%2,665 -8,181-75.4% -$89.24万 减仓
IVLU ISHARES TR $29.05万0.01%6,947 -28-0.4% -$1,171 减仓
RNR RENAISSANCERE HLDGS LTD $29.00万0.01%915 915— $29.00万 新建仓
ETR ENTERGY CORP NEW $28.97万0.01%2,522 29813.4% $3.42万 加仓
NDAQ NASDAQ INC $28.88万0.01%3,664 -227-5.8% -$1.79万 减仓
XFFCX FLAHERTY CRUMRINE PFD SECS $28.81万0.01%17,696 -2,486-12.3% -$4.05万 减仓
QDEC FIRST TR EXCHNG TRADED FD VI $28.71万0.01%8,061 00.0% — 不变
JVAL J P MORGAN EXCHANGE TRADED F $28.56万0.01%4,870 -96-1.9% -$5,629 减仓
IDV ISHARES TR $28.53万0.01%6,887 -1,638-19.2% -$6.79万 减仓
LNG CHENIERE ENERGY INC $28.46万0.01%1,191 -263-18.1% -$6.29万 减仓
JFR NUVEEN FLOATING RATE INCOME $28.38万0.01%37,000 -3,500-8.6% -$2.68万 减仓
KBWB INVESCO EXCH TRADED FD TR II $28.33万0.01%3,047 1344.6% $1.25万 加仓
— FIRST TR EXCHANGE TRADED FD $28.01万0.01%4,473 00.0% — 不变
USD PROSHARES TR $28.00万0.01%2,686 -1,709-38.9% -$17.82万 减仓
GL GLOBE LIFE INC $27.96万0.01%1,565 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $27.91万0.01%1,588 -1,108-41.1% -$19.48万 减仓
DOV DOVER CORP $27.82万0.01%1,240 -111-8.2% -$2.49万 减仓
TDG TRANSDIGM GROUP INC $27.72万0.01%208 -4-1.9% -$5,331 减仓
SCHP SCHWAB STRATEGIC TR $27.72万0.01%10,460 -2,357-18.4% -$6.25万 减仓
QTEC FIRST TR NASDAQ 100 TECH IND $27.63万0.01%825 -95-10.3% -$3.18万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $27.56万0.01%6,964 640.9% $2,532 加仓
HL HECLA MNG CO $27.30万0.01%17,692 -17-0.1% -$262 减仓
NUE NUCOR CORP $27.29万0.01%1,225 -28-2.2% -$6,239 减仓
ULTA ULTA BEAUTY INC $27.24万0.01%604 -517-46.1% -$23.32万 减仓
PSCT INVESCO EXCH TRADED FD TR II $27.15万0.01%2,938 -212-6.7% -$1.96万 减仓
SNDK SANDISK CORP COM $27.14万0.01%131 131— $27.14万 新建仓