Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $19.31万 | 0.01% | 5,563 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $19.20万 | 0.01% | 12,100 | -657 | -5.2% | -$1.04万 | 减仓 |
| IFRA | ISHARES TR | $19.17万 | 0.01% | 3,041 | -154 | -4.8% | -$9,707 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $19.00万 | 0.01% | 896 | 30 | 3.5% | $6,361 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $18.80万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $18.74万 | 0.01% | 304 | 258 | 560.9% | $15.91万 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $18.74万 | 0.01% | 1,628 | 851 | 109.5% | $9.79万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $18.70万 | 0.01% | 4,593 | 54 | 1.2% | $2,199 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $18.69万 | 0.01% | 2,471 | -9 | -0.4% | -$681 | 减仓 |
| ELMD | ELECTROMED INC | $18.63万 | 0.01% | 4,405 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $18.60万 | 0.01% | 10,093 | 6,177 | 157.7% | $11.38万 | 加仓 |
| GHM | GRAHAM CORP | $18.58万 | 0.01% | 1,501 | 200 | 15.4% | $2.48万 | 加仓 |
| FTA | FIRST TR LRG CP VL ALPHADEX | $18.53万 | 0.01% | 1,914 | 50 | 2.7% | $4,840 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $18.53万 | 0.01% | 1,526 | 1 | 0.1% | $121 | 加仓 |
| DON | WISDOMTREE TR | $18.52万 | 0.01% | 3,277 | 644 | 24.5% | $3.64万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $18.50万 | 0.01% | 8,150 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $18.44万 | 0.01% | 1,765 | -700 | -28.4% | -$7.31万 | 减仓 |
| CME | CME GROUP INC | $18.42万 | 0.01% | 834 | -79 | -8.7% | -$1.75万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.31万 | 0.01% | 6,975 | -664 | -8.7% | -$1.74万 | 减仓 |
| XSD | SPDR SER TR | $18.14万 | 0.01% | 291 | -1 | -0.3% | -$623 | 减仓 |
| PKG | PACKAGING CORP AMER | $17.79万 | 0.01% | 747 | -41 | -5.2% | -$9,766 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $17.73万 | 0.01% | 4,418 | 1,995 | 82.3% | $8.01万 | 加仓 |
| GPN | GLOBAL PMTS INC | $17.65万 | 0.01% | 2,433 | -134 | -5.2% | -$9,723 | 减仓 |
| COHR | COHERENT CORP | $17.56万 | 0.01% | 445 | 441 | 11,025.0% | $17.40万 | 加仓 |
| SMMD | ISHARES TR | $17.50万 | 0.01% | 1,910 | -390 | -17.0% | -$3.57万 | 减仓 |
| NRIM | NORTHRIM BANCORP INC | $17.48万 | 0.01% | 6,300 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $17.44万 | 0.01% | 3,454 | -368 | -9.6% | -$1.86万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $17.36万 | 0.01% | 6,116 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $17.36万 | 0.01% | 12,743 | 281 | 2.3% | $3,827 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $17.32万 | 0.01% | 2,961 | -200 | -6.3% | -$1.17万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $17.31万 | 0.01% | 6,231 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $17.22万 | 0.01% | 2,316 | -344 | -12.9% | -$2.56万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $17.20万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $17.12万 | 0.01% | 3,649 | -2,211 | -37.7% | -$10.38万 | 减仓 |
| SNOW | SNOWFLAKE INC | $17.10万 | 0.01% | 672 | -996 | -59.7% | -$25.35万 | 减仓 |
| DIVB | ISHARES TR | $17.01万 | 0.01% | 2,762 | 0 | 0.0% | — | 不变 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $16.98万 | 0.01% | 6,777 | 398 | 6.2% | $9,970 | 加仓 |
| FDX | FEDEX CORP | $16.98万 | 0.01% | 542 | -3,479 | -86.5% | -$108.97万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $16.96万 | 0.01% | 5,454 | 16 | 0.3% | $498 | 加仓 |
| RDDT | REDDIT INC | $16.77万 | 0.01% | 966 | 746 | 339.1% | $12.95万 | 加仓 |
| CACI | CACI INTL INC | $16.77万 | 0.01% | 362 | -65 | -15.2% | -$3.01万 | 减仓 |
| AON | AON PLC | $16.69万 | 0.01% | 503 | 103 | 25.8% | $3.42万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $16.67万 | 0.01% | 2,418 | -17 | -0.7% | -$1,172 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $16.48万 | 0.00% | 524 | -1 | -0.2% | -$315 | 减仓 |
| NXTG | FIRST TR EXCHANGE TRADED FD | $16.33万 | 0.00% | 1,065 | 621 | 139.9% | $9.52万 | 加仓 |
| XME | SPDR SER TR | $16.26万 | 0.00% | 1,521 | -469 | -23.6% | -$5.01万 | 减仓 |
| INTU | INTUIT | $16.25万 | 0.00% | 622 | -626 | -50.2% | -$16.35万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $16.21万 | 0.00% | 3,199 | -256 | -7.4% | -$1.30万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $16.21万 | 0.00% | 3,923 | 1,912 | 95.1% | $7.90万 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $16.09万 | 0.00% | 24,908 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $16.02万 | 0.00% | 5,276 | -26,047 | -83.2% | -$79.08万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $15.91万 | 0.00% | 2,124 | -38 | -1.8% | -$2,846 | 减仓 |
| GM | GENERAL MTRS CO | $15.91万 | 0.00% | 2,064 | -31 | -1.5% | -$2,389 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $15.87万 | 0.00% | 13,336 | -3,136 | -19.0% | -$3.73万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $15.84万 | 0.00% | 2,113 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $15.80万 | 0.00% | 2,814 | -60 | -2.1% | -$3,370 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $15.65万 | 0.00% | 1,631 | -1,002 | -38.1% | -$9.62万 | 减仓 |
| SHM | SPDR SER TR | $15.64万 | 0.00% | 3,261 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $15.61万 | 0.00% | 2,094 | -442 | -17.4% | -$3.29万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $15.53万 | 0.00% | 5,375 | 4,223 | 366.6% | $12.20万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $15.45万 | 0.00% | 996 | -660 | -39.9% | -$10.24万 | 减仓 |
| — | MAINSTREET BANCSHARES INC | $15.45万 | 0.00% | 6,257 | -305 | -4.6% | -$7,530 | 减仓 |
| CAE | CAE INC | $15.37万 | 0.00% | 6,133 | 4,271 | 229.4% | $10.70万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $15.35万 | 0.00% | 546 | -105 | -16.1% | -$2.95万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $15.33万 | 0.00% | 1,489 | -7,721 | -83.8% | -$79.48万 | 减仓 |
| TNA | DIREXION SHS ETF TR | $15.31万 | 0.00% | 2,039 | 49 | 2.5% | $3,680 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $15.28万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $15.13万 | 0.00% | 2,600 | -1,957 | -42.9% | -$11.39万 | 减仓 |
| FEX | FIRST TR LRGE CP CORE ALPHA | $15.11万 | 0.00% | 1,080 | -13 | -1.2% | -$1,819 | 减仓 |
| CSX | CSX CORP | $15.05万 | 0.00% | 3,167 | 17 | 0.5% | $808 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $14.84万 | 0.00% | 19,500 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.83万 | 0.00% | 3,009 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $14.82万 | 0.00% | 2,718 | 500 | 22.5% | $2.73万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $14.80万 | 0.00% | 3,552 | -330 | -8.5% | -$1.38万 | 减仓 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $14.79万 | 0.00% | 5,835 | 2,500 | 75.0% | $6.34万 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $14.76万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $14.75万 | 0.00% | 4,343 | 405 | 10.3% | $1.38万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $14.70万 | 0.00% | 1,243 | -121 | -8.9% | -$1.43万 | 减仓 |
| CGNX | COGNEX CORP | $14.57万 | 0.00% | 2,012 | 2,012 | — | $14.57万 | 新建仓 |
| SPTS | SPDR SER TR | $14.51万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $14.45万 | 0.00% | 938 | 119 | 14.5% | $1.83万 | 加仓 |
| IHI | ISHARES TR | $14.37万 | 0.00% | 2,909 | -2,963 | -50.5% | -$14.64万 | 减仓 |
| AOK | ISHARES TR | $14.24万 | 0.00% | 3,433 | -2,959 | -46.3% | -$12.27万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $14.17万 | 0.00% | 2,642 | 0 | 0.0% | — | 不变 |
| QBTS | D WAVE QUANTUM INC | $14.15万 | 0.00% | 5,900 | -1,020 | -14.7% | -$2.45万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $13.99万 | 0.00% | 3,851 | 877 | 29.5% | $3.19万 | 加仓 |
| PL | PLANET LABS PBC | $13.93万 | 0.00% | 4,205 | 5 | 0.1% | $166 | 加仓 |
| — | NUVEEN VIRGINIA QLTY MUNCPL | $13.89万 | 0.00% | 12,007 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $13.79万 | 0.00% | 5,963 | 151 | 2.6% | $3,493 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $13.77万 | 0.00% | 1,470 | -351 | -19.3% | -$3.29万 | 减仓 |
| SMMV | ISHARES TR | $13.77万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $13.70万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $13.69万 | 0.00% | 4,048 | -1,994 | -33.0% | -$6.75万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $13.59万 | 0.00% | 660 | -31 | -4.5% | -$6,384 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $13.58万 | 0.00% | 2,695 | -227 | -7.8% | -$1.14万 | 减仓 |
| MTB | M T BK CORP | $13.56万 | 0.00% | 570 | 358 | 168.9% | $8.52万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD | $13.55万 | 0.00% | 7,458 | -1,000 | -11.8% | -$1.82万 | 减仓 |
| WDAY | WORKDAY INC | $13.54万 | 0.00% | 1,106 | -110 | -9.0% | -$1.35万 | 减仓 |
| MOAT | VANECK ETF TRUST | $13.48万 | 0.00% | 1,296 | -1,750 | -57.5% | -$18.20万 | 减仓 |
| ENB | ENBRIDGE INC | $13.39万 | 0.00% | 2,470 | -255 | -9.4% | -$1.38万 | 减仓 |