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
VMC VULCAN MATLS CO $27.05万0.01%917 -3-0.3% -$885 减仓
IWO ISHARES TR $26.84万0.01%681 -1,820-72.8% -$71.73万 减仓
IEV ISHARES TR $26.63万0.01%3,655 -520-12.5% -$3.79万 减仓
— AIM ETF PRODUCTS TRUST $26.59万0.01%5,705 00.0% — 不变
NG NOVAGOLD RES INC $26.53万0.01%44,435 -105-0.2% -$627 减仓
IGIB ISHARES TR $26.26万0.01%4,939 00.0% — 不变
UPS UNITED PARCEL SERVICE INC $26.24万0.01%2,441 40.2% $430 加仓
ZM ZOOM COMMUNICATIONS INC $26.01万0.01%3,014 2,9666,179.2% $25.60万 加仓
— PGIM ROCK ETF TR $25.94万0.01%8,026 20.0% $65 加仓
— Leuthold Core ETF $25.86万0.01%6,503 00.0% — 不变
AMT AMERICAN TOWER CORP NEW $25.78万0.01%1,576 -22-1.4% -$3,599 减仓
VDC VANGUARD WORLD FD $25.76万0.01%1,142 -316-21.7% -$7.13万 减仓
ENTG ENTEGRIS INC $25.74万0.01%1,431 -131-8.4% -$2.36万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $25.69万0.01%1,876 -121-6.1% -$1.66万 减仓
UPRO PROSHARES TR $25.59万0.01%1,805 -452-20.0% -$6.41万 减仓
DWAS INVESCO EXCH TRADED FD TR II $25.59万0.01%2,010 1005.2% $1.27万 加仓
TQQQ PROSHARES TR $25.58万0.01%3,158 933.0% $7,532 加仓
IWY ISHARES TR $25.55万0.01%879 -6,158-87.5% -$179.00万 减仓
TGT TARGET CORP $25.34万0.01%1,940 -685-26.1% -$8.95万 减仓
VMBS VANGUARD SCOTTSDALE FDS $25.30万0.01%5,404 -9-0.2% -$421 减仓
EW EDWARDS LIFESCIENCES CORP $25.25万0.01%2,791 36715.1% $3.32万 加仓
UDOW PROSHARES TR $25.19万0.01%3,593 3039.2% $2.12万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $25.11万0.01%11,230 -2,542-18.5% -$5.68万 减仓
GMAR FIRST TR EXCHNG TRADED FD VI $25.07万0.01%5,666 00.0% — 不变
BLCR BLACKROCK ETF TRUST $24.90万0.01%4,943 1,07027.6% $5.39万 加仓
HYGV FLEXSHARES TR $24.84万0.01%6,169 84615.9% $3.41万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $24.79万0.01%733 -68-8.5% -$2.30万 减仓
LAMR LAMAR ADVERTISING CO NEW $24.76万0.01%1,588 60.4% $936 加仓
PDI PIMCO DYNAMIC INCOME FD $24.68万0.01%14,776 -2,622-15.1% -$4.38万 减仓
SOXL DIREXION SHS ETF TR $24.66万0.01%925 -2,000-68.4% -$53.33万 减仓
REGL PROSHARES TR $24.46万0.01%2,671 50.2% $458 加仓
RY ROYAL BK CDA $24.28万0.01%1,173 20721.4% $4.28万 加仓
FALN ISHARES TR $24.27万0.01%8,909 -70-0.8% -$1,907 减仓
IBDT ISHARES TR $24.22万0.01%9,593 3363.6% $8,484 加仓
PSEC PROSPECT CAP CORP $24.07万0.01%104,196 1,5881.5% $3,668 加仓
CMCSA COMCAST CORP NEW $23.99万0.01%9,771 -3,182-24.6% -$7.81万 减仓
NVO NOVO NORDISK A S $23.97万0.01%4,999 -793-13.7% -$3.80万 减仓
NN NEXTNAV INC $23.89万0.01%13,400 00.0% — 不变
AM ANTERO MIDSTREAM CORP $23.89万0.01%10,500 00.0% — 不变
JIVE J P MORGAN EXCHANGE TRADED F $23.80万0.01%2,588 1,18985.0% $10.93万 加仓
GBIL GOLDMAN SACHS ETF TR $23.52万0.01%2,348 -1,752-42.7% -$17.55万 减仓
— iShares Gold ETF $23.46万0.01%3,057 30511.1% $2.34万 加仓
PSEP INNOVATOR ETFS TRUST $23.45万0.01%5,093 -131-2.5% -$6,033 减仓
CORO BLACKROCK ETF TRUST $23.36万0.01%6,383 3,741141.6% $13.69万 加仓
MET METLIFE INC $23.30万0.01%2,754 20.1% $169 加仓
NET CLOUDFLARE INC $23.23万0.01%947 708.0% $1.72万 加仓
RWX SPDR INDEX SHS FDS $23.22万0.01%8,598 -41-0.5% -$1,107 减仓
IHAK ISHARES TR $23.19万0.01%3,820 -9,751-71.9% -$59.20万 减仓
COPX GLOBAL X FDS $22.72万0.01%2,952 -57,430-95.1% -$441.98万 减仓
FFIV F5 INC $22.50万0.01%541 6012.5% $2.50万 加仓
CVSA ADTALEM GLOBAL ED INC $22.46万0.01%1,802 20012.5% $2.49万 加仓
AJG GALLAGHER ARTHUR J CO $22.21万0.01%967 -169-14.9% -$3.88万 减仓
MDT MEDTRONIC PLC $22.18万0.01%2,835 -878-23.6% -$6.87万 减仓
IYT ISHARES TR $22.05万0.01%2,542 -98-3.7% -$8,502 减仓
— INNOVATOR ETFS TRUST $22.04万0.01%8,026 -1-0.0% -$27 减仓
USB US BANCORP DEL $21.94万0.01%3,633 -230-6.0% -$1.39万 减仓
AFRM AFFIRM HLDGS INC $21.76万0.01%2,668 1114.3% $9,052 加仓
IGM ISHARES TR $21.67万0.01%1,325 1,064407.7% $17.40万 加仓
PEG PUBLIC SVC ENTERPRISE GRP IN $21.66万0.01%2,669 150.6% $1,217 加仓
SCHV SCHWAB STRATEGIC TR $21.65万0.01%6,219 4,123196.7% $14.35万 加仓
ARES ARES MANAGEMENT CORPORATION $21.54万0.01%1,935 -2,605-57.4% -$28.99万 减仓
GJUL FIRST TR EXCHNG TRADED FD VI $21.41万0.01%4,923 -422-7.9% -$1.84万 减仓
PAAS PAN AMERN SILVER CORP $21.36万0.01%4,769 -11,146-70.0% -$49.92万 减仓
IYF ISHARES TR $21.35万0.01%1,674 -360-17.7% -$4.59万 减仓
EUAD SPINNAKER ETF SERIES $21.30万0.01%5,050 -650-11.4% -$2.74万 减仓
ERO ERO COPPER CORP $21.28万0.01%7,956 -39,218-83.1% -$104.91万 减仓
EOS EATON VANCE ENHANCED EQUITY $21.13万0.01%9,589 -1,051-9.9% -$2.32万 减仓
— ALPS ETF TR $21.04万0.01%2,200 00.0% — 不变
DMAR FIRST TR EXCHNG TRADED FD VI $21.02万0.01%4,699 -691-12.8% -$3.09万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $20.88万0.01%4,629 -3,113-40.2% -$14.04万 减仓
DLN WISDOMTREE TR $20.88万0.01%2,168 00.0% — 不变
BALL BALL CORP $20.87万0.01%3,344 -8-0.2% -$499 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $20.75万0.01%763 14122.7% $3.83万 加仓
CRL CHARLES RIV LABS INTL INC $20.73万0.01%914 -3-0.3% -$680 减仓
— STRATEGY SHS $20.64万0.01%9,036 -367-3.9% -$8,382 减仓
MLM MARTIN MARIETTA MATLS INC $20.47万0.01%355 -1-0.3% -$577 减仓
NTR NUTRIEN LTD $20.46万0.01%3,250 -241-6.9% -$1.52万 减仓
NVR NVR INC $20.44万0.01%30 00.0% — 不变
BP BP PLC $20.43万0.01%5,529 -1,213-18.0% -$4.48万 减仓
NOW SERVICENOW INC $20.39万0.01%2,054 -44,820-95.6% -$444.97万 减仓
— INVESCO EXCHANGE TRADED FD T $20.36万0.01%3,155 00.0% — 不变
SE SEA LTD $20.24万0.01%2,112 1,9871,589.6% $19.04万 加仓
DIHP DIMENSIONAL ETF TRUST $20.24万0.01%5,930 00.0% — 不变
— DIMENSIONAL ETF TRUST $20.19万0.01%4,552 -652-12.5% -$2.89万 减仓
SUSA ISHARES TR $20.14万0.01%1,305 00.0% — 不变
FSS FEDERAL SIGNAL CORP $20.13万0.01%1,567 432.8% $5,524 加仓
XIFR NEXTERA ENERGY PARTNERS LP $20.08万0.01%17,000 00.0% — 不变
— ISHARES TR $20.05万0.01%7,196 -2-0.0% -$56 减仓
IXG ISHARES TR $20.03万0.01%1,609 10.1% $124 加仓
PZA INVESCO EXCH TRADED FD TR II $20.00万0.01%8,501 6808.7% $1.60万 加仓
FLHY FRANKLIN TEMPLETON ETF TR $19.95万0.01%8,212 -249-2.9% -$6,048 减仓
BBUS J P MORGAN EXCHANGE TRADED F $19.86万0.01%1,474 90.6% $1,212 加仓
IXC ISHARES TR $19.65万0.01%3,999 772.0% $3,783 加仓
FDL FIRST TR MORNINGSTAR DIVID L $19.57万0.01%4,023 1,00133.1% $4.87万 加仓
XEXGX EATON VANCE TAX MANAGED GLOB $19.52万0.01%19,893 4012.1% $3,934 加仓
POCT INNOVATOR ETFS TRUST $19.45万0.01%4,190 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $19.44万0.01%2,353 37919.2% $3.13万 加仓
— AIM ETF PRODUCTS TRUST $19.42万0.01%4,414 00.0% — 不变
GRMN GARMIN LTD $19.38万0.01%816 736920.0% $17.48万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $19.32万0.01%4,100 -273-6.2% -$1.29万 减仓