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 |
|---|---|---|---|---|---|---|---|---|
| NTR | NUTRIEN LTD | $26.34万 | 0.01% | 3,491 | 270 | 8.4% | $2.04万 | 加仓 |
| IGIB | ISHARES TR | $26.29万 | 0.01% | 4,939 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.10万 | 0.01% | 485 | -21 | -4.2% | -$1.13万 | 减仓 |
| — | EA SERIES TRUST | $25.93万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $25.89万 | 0.01% | 21,000 | 1,000 | 5.0% | $1.23万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $25.78万 | 0.01% | 7,614 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $25.73万 | 0.01% | 6,528 | -25,711 | -79.8% | -$101.33万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.53万 | 0.01% | 5,461 | 106 | 2.0% | $4,955 | 加仓 |
| AOK | ISHARES TR | $25.50万 | 0.01% | 6,392 | -720 | -10.1% | -$2.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.46万 | 0.01% | 916 | -5,308 | -85.3% | -$147.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $25.42万 | 0.01% | 5,413 | 124 | 2.3% | $5,822 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.36万 | 0.01% | 8,061 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $25.16万 | 0.01% | 1,668 | -791 | -32.2% | -$11.93万 | 减仓 |
| VMC | VULCAN MATLS CO | $25.05万 | 0.01% | 920 | 3 | 0.3% | $817 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.04万 | 0.01% | 9,975 | 269 | 2.8% | $6,752 | 加仓 |
| ETR | ENTERGY CORP NEW | $24.99万 | 0.01% | 2,224 | -5 | -0.2% | -$562 | 减仓 |
| HEFA | ISHARES TRUST CURRENCY HEDGED MSCI EAFE | $24.90万 | 0.01% | 5,860 | -115 | -1.9% | -$4,887 | 减仓 |
| TLN | TALEN ENERGY CORP | $24.84万 | 0.01% | 778 | -6 | -0.8% | -$1,915 | 减仓 |
| AJG | GALLAGHER ARTHUR J CO | $24.61万 | 0.01% | 1,136 | 41 | 3.7% | $8,883 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $24.54万 | 0.01% | 212 | -330 | -60.9% | -$38.20万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.01% | 2,582 | 52 | 2.1% | $4,909 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $24.34万 | 0.01% | 1,228 | 277 | 29.1% | $5.49万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $24.26万 | 0.01% | 4,966 | 0 | 0.0% | — | 不变 |
| — | iShares Gold ETF | $24.26万 | 0.01% | 2,752 | 83 | 3.1% | $7,317 | 加仓 |
| — | Leuthold Core ETF | $24.23万 | 0.01% | 6,503 | 132 | 2.1% | $4,919 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $24.14万 | 0.01% | 5,705 | -1 | -0.0% | -$42 | 减仓 |
| FALN | ISHARES TR | $23.99万 | 0.01% | 8,979 | -5 | -0.1% | -$134 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $23.97万 | 0.01% | 2,437 | -10,574 | -81.3% | -$104.01万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $23.94万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $23.93万 | 0.01% | 2,034 | -17,512 | -89.6% | -$206.06万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $23.78万 | 0.01% | 4,300 | 400 | 10.3% | $2.21万 | 加仓 |
| — | PGIM ROCK ETF TR | $23.78万 | 0.01% | 8,024 | -1 | -0.0% | -$30 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $23.62万 | 0.01% | 5,666 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $23.45万 | 0.01% | 9,257 | 8,314 | 881.7% | $21.06万 | 加仓 |
| CACI | CACI INTL INC | $23.22万 | 0.01% | 427 | -1 | -0.2% | -$544 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $23.22万 | 0.01% | 5,700 | -175 | -3.0% | -$7,130 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $23.05万 | 0.01% | 2,913 | 100 | 3.6% | $7,913 | 加仓 |
| REGL | PROSHARES TR | $23.03万 | 0.01% | 2,666 | 1,507 | 130.0% | $13.02万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $23.00万 | 0.01% | 8,639 | -1,622 | -15.8% | -$4.32万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $22.85万 | 0.01% | 5,390 | -278 | -4.9% | -$1.18万 | 减仓 |
| BROS | DUTCH BROS INC | $22.60万 | 0.01% | 4,462 | -269 | -5.7% | -$1.36万 | 减仓 |
| IXC | ISHARES TR | $22.60万 | 0.01% | 3,922 | -41 | -1.0% | -$2,362 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $22.50万 | 0.01% | 5,224 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $22.32万 | 0.01% | 2,465 | -318 | -11.4% | -$2.88万 | 减仓 |
| JOBY | JOBY AVIATION INC | $22.24万 | 0.01% | 26,919 | 5,755 | 27.2% | $4.75万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $22.23万 | 0.01% | 3,581 | -150 | -4.0% | -$9,311 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $21.97万 | 0.01% | 4,962 | -30,434 | -86.0% | -$134.76万 | 减仓 |
| UPRO | PROSHARES TR | $21.89万 | 0.01% | 2,257 | 250 | 12.5% | $2.42万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $21.87万 | 0.01% | 20,066 | 20,066 | — | $21.87万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $21.80万 | 0.01% | 5,345 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $21.78万 | 0.01% | 1,565 | 2 | 0.1% | $278 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $21.77万 | 0.01% | 10,640 | 249 | 2.4% | $5,095 | 加仓 |
| XME | SPDR SER TR | $21.49万 | 0.01% | 1,990 | 1,490 | 298.0% | $16.09万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $21.48万 | 0.01% | 2,654 | -377 | -12.4% | -$3.05万 | 减仓 |
| NN | NEXTNAV INC | $21.47万 | 0.01% | 13,400 | 400 | 3.1% | $6,408 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $21.42万 | 0.01% | 2,296 | -224 | -8.9% | -$2.09万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $21.41万 | 0.01% | 3,141 | 2 | 0.1% | $136 | 加仓 |
| HYGV | FLEXSHARES TR | $21.32万 | 0.01% | 5,323 | -702 | -11.7% | -$2.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.31万 | 0.01% | 8,027 | -1 | -0.0% | -$27 | 减仓 |
| NVO | NOVO NORDISK A S | $21.29万 | 0.01% | 5,792 | 2,498 | 75.8% | $9.18万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $21.25万 | 0.01% | 801 | -306 | -27.6% | -$8.12万 | 减仓 |
| NUE | NUCOR CORP | $21.19万 | 0.01% | 1,253 | -1,133 | -47.5% | -$19.16万 | 减仓 |
| NKE | NIKE INC | $21.12万 | 0.01% | 3,998 | -1,215 | -23.3% | -$6.42万 | 减仓 |
| USD | PROSHARES TR | $21.08万 | 0.01% | 4,395 | -52 | -1.2% | -$2,494 | 减仓 |
| KBE | SPDR SER TR | $20.99万 | 0.01% | 3,525 | 1,406 | 66.4% | $8.37万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.94万 | 0.01% | 356 | -937 | -72.5% | -$55.10万 | 减仓 |
| — | STRATEGY SHS | $20.54万 | 0.01% | 9,403 | 36 | 0.4% | $786 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.54万 | 0.01% | 1,859 | 1,800 | 3,050.8% | $19.88万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $20.42万 | 0.01% | 8,461 | 7,040 | 495.4% | $16.99万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $20.33万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.22万 | 0.01% | 5,204 | 3,989 | 328.3% | $15.50万 | 加仓 |
| USB | US BANCORP DEL | $20.09万 | 0.01% | 3,863 | 1,215 | 45.9% | $6.32万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $20.04万 | 0.01% | 1,582 | -99 | -5.9% | -$1.25万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $19.91万 | 0.01% | 12,757 | 192 | 1.5% | $2,997 | 加仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $19.86万 | 0.01% | 920 | 47 | 5.4% | $1.01万 | 加仓 |
| BALL | BALL CORP | $19.81万 | 0.01% | 3,352 | 53 | 1.6% | $3,133 | 加仓 |
| NVR | NVR INC | $19.77万 | 0.01% | 30 | -22 | -42.3% | -$14.50万 | 减仓 |
| IYT | ISHARES TR | $19.69万 | 0.01% | 2,640 | 4 | 0.2% | $298 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $19.65万 | 0.01% | 4,373 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $19.46万 | 0.01% | 2,752 | -371 | -11.9% | -$2.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $19.41万 | 0.01% | 2,424 | -56 | -2.3% | -$4,484 | 减仓 |
| DLN | WISDOMTREE TR | $19.37万 | 0.01% | 2,168 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $19.36万 | 0.01% | 2,660 | 431 | 19.3% | $3.14万 | 加仓 |
| — | ISHARES TR | $19.30万 | 0.01% | 7,198 | 2 | 0.0% | $54 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $19.30万 | 0.01% | 398 | -290 | -42.2% | -$14.06万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $19.18万 | 0.01% | 2,083 | -5 | -0.2% | -$460 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $19.11万 | 0.01% | 5,930 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $19.08万 | 0.01% | 2,536 | -97 | -3.7% | -$7,299 | 减仓 |
| HDB | HDFC BANK LTD | $18.96万 | 0.01% | 7,622 | -44 | -0.6% | -$1,095 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $18.92万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $18.92万 | 0.01% | 3,815 | 56 | 1.5% | $2,777 | 加仓 |
| FAST | FASTENAL CO | $18.91万 | 0.01% | 4,075 | 443 | 12.2% | $2.06万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $18.84万 | 0.01% | 1,755 | 44 | 2.6% | $4,722 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $18.81万 | 0.01% | 1,910 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $18.64万 | 0.01% | 4,476 | -750 | -14.4% | -$3.12万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $18.61万 | 0.01% | 6,042 | 3,205 | 113.0% | $9.87万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $18.59万 | 0.01% | 902 | 109 | 13.7% | $2.25万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $18.58万 | 0.01% | 16,472 | 12,472 | 311.8% | $14.07万 | 加仓 |
| VICR | VICOR CORP | $18.53万 | 0.01% | 1,151 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $18.49万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |