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 |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.54亿 | 5.27% | 236,266 | -5,877 | -2.4% | -$383.89万 | 减仓 |
| NVDA | NVIDIA Corporation | $1.07亿 | 3.64% | 611,808 | -12,426 | -2.0% | -$216.71万 | 减仓 |
| AAPL | Apple, Inc. | $9,730.01万 | 3.32% | 383,388 | -3,010 | -0.8% | -$76.39万 | 减仓 |
| AMZN | Amazon.com | $6,704.16万 | 2.29% | 321,897 | -10,451 | -3.1% | -$217.66万 | 减仓 |
| GOOGL | Alphabet Inc | $5,244.75万 | 1.79% | 182,388 | -1,582 | -0.9% | -$45.49万 | 减仓 |
| VGT | Information Technology ETF (Vanguard) | $5,217.28万 | 1.78% | 74,776 | -9,011 | -10.8% | -$628.72万 | 减仓 |
| MSFT | Microsoft Corp | $4,888.82万 | 1.67% | 132,070 | -5,115 | -3.7% | -$189.34万 | 减仓 |
| IUSB | ISHARES TR | $4,055.65万 | 1.38% | 878,036 | 423,956 | 93.4% | $1,958.25万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $3,734.82万 | 1.27% | 57,430 | -1,358 | -2.3% | -$88.31万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,500.47万 | 1.19% | 651,008 | 360,246 | 123.9% | $1,937.04万 | 加仓 |
| AVGO | Broadcom Inc. | $3,349.17万 | 1.14% | 108,209 | -1,528 | -1.4% | -$47.29万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $3,045.08万 | 1.04% | 306,747 | 17,901 | 6.2% | $177.70万 | 加仓 |
| META | Meta Platforms | $3,035.49万 | 1.04% | 53,056 | -2,036 | -3.7% | -$116.49万 | 减仓 |
| COST | Costco Wholesale Corp | $2,969.17万 | 1.01% | 29,798 | 1,398 | 4.9% | $139.30万 | 加仓 |
| GOOG | ALPHABET INC | $2,880.33万 | 0.98% | 100,409 | -4,032 | -3.9% | -$115.66万 | 减仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $2,864.85万 | 0.98% | 316,453 | 4,735 | 1.5% | $42.87万 | 加仓 |
| IVE | ISHARES TR | $2,562.79万 | 0.87% | 121,373 | -3,406 | -2.7% | -$71.92万 | 减仓 |
| LLY | ELI LILLY CO | $2,536.20万 | 0.87% | 27,574 | -145 | -0.5% | -$13.34万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,519.23万 | 0.86% | 497,773 | -18,229 | -3.5% | -$92.26万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,500.14万 | 0.85% | 531,041 | 113,953 | 27.3% | $536.49万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,499.77万 | 0.85% | 547,955 | 32,679 | 6.3% | $149.08万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,410.28万 | 0.82% | 714,369 | 48,976 | 7.4% | $165.24万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $2,398.47万 | 0.82% | 472,605 | 104,492 | 28.4% | $530.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,380.06万 | 0.81% | 482,086 | -60,028 | -11.1% | -$296.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,376.68万 | 0.81% | 39,773 | -1,669 | -4.0% | -$99.73万 | 减仓 |
| IVW | ISHARES TR | $2,372.35万 | 0.81% | 209,739 | 4,281 | 2.1% | $48.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,224.25万 | 0.76% | 113,366 | -1,401 | -1.2% | -$27.49万 | 减仓 |
| SSO | PROSHARES TR | $2,178.40万 | 0.74% | 419,892 | 49,539 | 13.4% | $257.01万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $2,152.27万 | 0.73% | 73,167 | -1,330 | -1.8% | -$39.12万 | 减仓 |
| IUSG | ISHARES TR | $2,148.92万 | 0.73% | 138,542 | -3,141 | -2.2% | -$48.72万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,085.70万 | 0.71% | 156,938 | -7,025 | -4.3% | -$93.36万 | 减仓 |
| IWF | ISHARES TR | $2,003.13万 | 0.68% | 46,978 | -3,299 | -6.6% | -$140.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,797.16万 | 0.61% | 31,138 | 1,228 | 4.1% | $70.88万 | 加仓 |
| IEMG | ISHARES INC | $1,768.84万 | 0.60% | 253,597 | -9,581 | -3.6% | -$66.83万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,759.04万 | 0.60% | 248,067 | -1,599 | -0.6% | -$11.34万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,712.02万 | 0.58% | 154,431 | -21,119 | -12.0% | -$234.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,708.07万 | 0.58% | 34,185 | -1,119 | -3.2% | -$55.91万 | 减仓 |
| WMT | WALMART INC | $1,697.80万 | 0.58% | 136,611 | -5,251 | -3.7% | -$65.26万 | 减仓 |
| NFLX | NETFLIX INC | $1,625.48万 | 0.55% | 169,057 | 32,425 | 23.7% | $311.77万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,621.17万 | 0.55% | 100,239 | -7,598 | -7.0% | -$122.88万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,579.55万 | 0.54% | 325,948 | 6,611 | 2.1% | $32.04万 | 加仓 |
| CAT | CATERPILLAR INC | $1,537.43万 | 0.52% | 21,701 | -24 | -0.1% | -$1.70万 | 减仓 |
| ACWX | ISHARES TR | $1,504.09万 | 0.51% | 219,671 | -7,759 | -3.4% | -$53.13万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,345.36万 | 0.46% | 19,144 | -1,182 | -5.8% | -$83.07万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,342.73万 | 0.46% | 24,457 | 2,536 | 11.6% | $139.23万 | 加仓 |
| VCR | VANGUARD WORLD FD | $1,338.50万 | 0.46% | 37,281 | -4,908 | -11.6% | -$176.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,315.17万 | 0.45% | 38,479 | 25,674 | 200.5% | $877.51万 | 加仓 |
| GLD | SPDR GOLD TR | $1,307.25万 | 0.45% | 30,381 | -53 | -0.2% | -$2.28万 | 减仓 |
| KLAC | KLA CORP | $1,289.31万 | 0.44% | 8,756 | -1,721 | -16.4% | -$253.41万 | 减仓 |
| EFA | ISHARES TR | $1,246.90万 | 0.43% | 128,374 | -4,677 | -3.5% | -$45.43万 | 减仓 |
| V | VISA INC | $1,218.56万 | 0.42% | 40,318 | -111 | -0.3% | -$3.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,214.82万 | 0.41% | 137,797 | -5,629 | -3.9% | -$49.63万 | 减仓 |
| EMB | ISHARES TR | $1,212.95万 | 0.41% | 129,134 | 4,393 | 3.5% | $41.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,196.75万 | 0.41% | 81,628 | -5,855 | -6.7% | -$85.84万 | 减仓 |
| MCK | MCKESSON CORP | $1,179.28万 | 0.40% | 13,628 | -172 | -1.2% | -$14.88万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,174.55万 | 0.40% | 35,911 | -1,432 | -3.8% | -$46.84万 | 减仓 |
| IEF | ISHARES TR | $1,156.05万 | 0.39% | 121,129 | 13,295 | 12.3% | $126.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,155.03万 | 0.39% | 78,960 | -6,699 | -7.8% | -$97.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,128.56万 | 0.39% | 52,821 | 27,221 | 106.3% | $581.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,113.54万 | 0.38% | 178,309 | 2,218 | 1.3% | $13.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,067.80万 | 0.36% | 12,622 | -81 | -0.6% | -$6.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,065.21万 | 0.36% | 22,229 | -869 | -3.8% | -$41.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $983.68万 | 0.34% | 138,294 | 2,465 | 1.8% | $17.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $919.37万 | 0.31% | 57,346 | 12 | 0.0% | $1,924 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $908.37万 | 0.31% | 26,879 | 14,177 | 111.6% | $479.11万 | 加仓 |
| HD | HOME DEPOT INC | $897.04万 | 0.31% | 27,275 | 5,159 | 23.3% | $169.67万 | 加仓 |
| EFV | ISHARES TR | $891.32万 | 0.30% | 119,881 | -3,808 | -3.1% | -$28.31万 | 减仓 |
| FIX | COMFORT SYS USA INC | $889.47万 | 0.30% | 6,450 | 1,060 | 19.7% | $146.18万 | 加仓 |
| XBI | SPDR SER TR | $875.63万 | 0.30% | 68,553 | -6,529 | -8.7% | -$83.40万 | 减仓 |
| IJH | ISHARES TR | $870.87万 | 0.30% | 128,960 | -12,983 | -9.1% | -$87.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $864.95万 | 0.30% | 70,447 | -20,021 | -22.1% | -$245.82万 | 减仓 |
| SOXX | ISHARES TR | $860.60万 | 0.29% | 26,185 | 14,639 | 126.8% | $481.13万 | 加仓 |
| IYW | ISHARES TR | $834.93万 | 0.28% | 46,022 | -1,172 | -2.5% | -$21.26万 | 减仓 |
| QUAL | ISHARES TR | $823.42万 | 0.28% | 42,929 | -1,900 | -4.2% | -$36.44万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $805.73万 | 0.27% | 104,491 | 26,562 | 34.1% | $204.82万 | 加仓 |
| SMH | VANECK ETF TRUST | $800.72万 | 0.27% | 20,885 | 1,309 | 6.7% | $50.19万 | 加仓 |
| SHY | ISHARES TR | $795.52万 | 0.27% | 96,345 | 1,499 | 1.6% | $12.38万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $794.85万 | 0.27% | 131,619 | -1,007 | -0.8% | -$6.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $793.45万 | 0.27% | 18,166 | 2,365 | 15.0% | $103.30万 | 加仓 |
| IJR | ISHARES TR | $789.90万 | 0.27% | 63,542 | 13,697 | 27.5% | $170.27万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $780.93万 | 0.27% | 140,657 | 30,560 | 27.8% | $169.67万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $779.94万 | 0.27% | 47,519 | -4,042 | -7.8% | -$66.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $756.97万 | 0.26% | 22,406 | 5,303 | 31.0% | $179.16万 | 加仓 |
| IWB | ISHARES TR | $743.87万 | 0.25% | 20,862 | 3 | 0.0% | $1,070 | 加仓 |
| TER | TERADYNE INC | $737.04万 | 0.25% | 24,861 | -481 | -1.9% | -$14.26万 | 减仓 |
| OIH | VANECK ETF TRUST | $701.75万 | 0.24% | 17,361 | 12,736 | 275.4% | $514.80万 | 加仓 |
| — | EXXON MOBIL CORP | $683.31万 | 0.23% | 40,275 | 2,821 | 7.5% | $47.86万 | 加仓 |
| SPYV | SPDR SER TR | $681.20万 | 0.23% | 120,396 | 590 | 0.5% | $3.34万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $672.41万 | 0.23% | 167,768 | -13,139 | -7.3% | -$52.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $671.63万 | 0.23% | 31,230 | 10,097 | 47.8% | $217.14万 | 加仓 |
| SPXL | DIREXION SHS ETF TR | $662.13万 | 0.23% | 35,812 | 2,338 | 7.0% | $43.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $650.01万 | 0.22% | 20,262 | -3,681 | -15.4% | -$118.09万 | 减仓 |
| TSLA | TESLA INC | $648.03万 | 0.22% | 17,432 | -1,281 | -6.8% | -$47.62万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $646.37万 | 0.22% | 14,021 | 868 | 6.6% | $40.01万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $624.45万 | 0.21% | 110,171 | 2,463 | 2.3% | $13.96万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $620.85万 | 0.21% | 135,291 | -15,527 | -10.3% | -$71.25万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $614.47万 | 0.21% | 33,345 | 4,266 | 14.7% | $78.61万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $613.78万 | 0.21% | 89,892 | -2,669 | -2.9% | -$18.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $609.89万 | 0.21% | 31,778 | 13,277 | 71.8% | $254.81万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $609.80万 | 0.21% | 74,384 | -2,276 | -3.0% | -$18.66万 | 减仓 |