13F 机构持仓

SPIREPOINT PRIVATE CLIENT, LLC

VERO BEACH FL · SEC CIK 0002022908

2026Q22026Q1 更早 9 个季度 🔒
$10.51亿2026Q1 申报市值
322持仓数
36.1%前十大占比 · 第一大 9.6%
29 / 16新建仓 / 清仓
申报市值走势$12.35亿2026Q2
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

UPS 9.6%
AAPL 4.2%
VOO 3.0%
AVGO 3.0%
MSFT 2.9%
CLH 2.9%
PLTR 2.9%
GOOGL 2.7%
JNJ 2.5%
NVDA 2.5%

2026Q1 买入最多 按季末市值估算

DUK 加仓+$550.06万
KLAC 加仓+$513.29万
LRCX 加仓+$484.88万
MSGE 新建仓+$483.96万
ARES 新建仓+$397.27万

2026Q1 卖出最多 按季末市值估算

XLU 减仓-$1,457.85万
VOO 减仓-$1,029.70万
LMT 减仓-$894.38万
FTNT 清仓-$410.85万
IVV 减仓-$113.54万

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
FTNT FORTINET INC $00.00%0 -51,738-100.0% -$410.85万 清仓
DXPE DXP ENTERPRISES INC $00.00%0 -3,937-100.0% -$43.22万 清仓
LRN STRIDE INC $00.00%0 -6,326-100.0% -$41.07万 清仓
WDAY WORKDAY INC $00.00%0 -1,425-100.0% -$30.61万 清仓
CRM SALESFORCE INC $00.00%0 -1,042-100.0% -$27.60万 清仓
INGR INGREDION INC $00.00%0 -2,429-100.0% -$26.78万 清仓
EFX EQUIFAX INC $00.00%0 -1,162-100.0% -$25.21万 清仓
EXC EXELON CORP $00.00%0 -5,689-100.0% -$24.80万 清仓
IT GARTNER INC $00.00%0 -978-100.0% -$24.67万 清仓
SAP SAP SE $00.00%0 -1,015-100.0% -$24.66万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 —— — 申报中断
GM GENERAL MTRS CO $00.00%0 -2,869-100.0% -$23.33万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 —— — 申报中断
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 —— — 申报中断
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
— SYNOVUS FINL CORP $00.00%0 -4,121-100.0% -$20.63万 清仓
INTU INTUIT $00.00%0 -311-100.0% -$20.60万 清仓
LII LENNOX INTL INC $00.00%0 -418-100.0% -$20.30万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,464-100.0% -$20.00万 清仓
— ABRDN GLOBAL PREMIER PPTYS F $00.00%0 -24,620-100.0% -$9.45万 清仓
— MFS HIGH YIELD MUN TR $5.82万0.01%16,247 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $8.94万0.01%10,369 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $9.25万0.01%10,683 00.0% — 不变
— EUROPEAN EQUITY FD INC $10.93万0.01%11,048 -341-3.0% -$3,372 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $12.23万0.01%11,156 00.0% — 不变
BMEZ BLACKROCK HEALTH SCIENCES TE $14.99万0.01%10,436 1971.9% $2,829 加仓
— BLACKROCK ENERGY & RES TR $17.36万0.02%10,026 00.0% — 不变
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $18.06万0.02%19,614 1520.8% $1,400 加仓
DLY DOUBLELINE YIELD OPPORTUNITI $18.44万0.02%13,250 2,00017.8% $2.78万 加仓
BALY BALLYS CORPORATION $19.28万0.02%20,000 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $20.31万0.02%2,358 2,358— $20.31万 新建仓
VO VANGUARD INDEX FDS $20.33万0.02%708 00.0% — 不变
— GLOBAL X FDS $20.62万0.02%6,676 6,676— $20.62万 新建仓
GWW WW GRAINGER INC $20.83万0.02%191 191— $20.83万 新建仓
CI THE CIGNA GROUP $20.89万0.02%783 -356-31.3% -$9.50万 减仓
O REALTY INCOME CORP $21.14万0.02%3,455 3,455— $21.14万 新建仓
EME EMCOR GROUP INC $21.34万0.02%289 289— $21.34万 新建仓
TEL TE CONNECTIVITY PLC $21.38万0.02%1,023 -36-3.4% -$7,525 减仓
COP CONOCOPHILLIPS $21.39万0.02%1,621 1,621— $21.39万 新建仓
TYG TORTOISE ENERGY INFRSTRCTR C $21.42万0.02%4,298 4,298— $21.42万 新建仓
ADBE ADOBE INC $21.46万0.02%883 -137-13.4% -$3.33万 减仓
EIS ISHARES INC $21.47万0.02%1,850 00.0% — 不变
YUM YUM BRANDS INC $21.64万0.02%1,392 -32-2.2% -$4,975 减仓
AFL AFLAC INC $22.07万0.02%2,012 -50-2.4% -$5,486 减仓
PSX PHILLIPS 66 $22.24万0.02%1,221 1,221— $22.24万 新建仓
AZN ASTRAZENECA PLC $22.43万0.02%1,138 1,138— $22.43万 新建仓
IRM IRON MTN INC DEL $22.44万0.02%2,197 -258-10.5% -$2.63万 减仓
PDX PIMCO DYNAMIC INCOME STRATEG $22.77万0.02%10,321 00.0% — 不变
PPG PPG INDS INC $23.02万0.02%2,154 00.0% — 不变
SCHW SCHWAB CHARLES CORP $23.22万0.02%2,471 32014.9% $3.01万 加仓
DIA STATE STR SPDR DOW JONES IND $23.48万0.02%507 -10-1.9% -$4,632 减仓
AON AON PLC $23.72万0.02%735 00.0% — 不变
ULS UL SOLUTIONS INC $23.75万0.02%2,771 -102-3.6% -$8,744 减仓
OKLO OKLO INC $23.81万0.02%4,802 1,93367.4% $9.59万 加仓
TFC TRUIST FINL CORP $23.99万0.02%5,218 00.0% — 不变
SDY SPDR SERIES TRUST $24.01万0.02%1,645 -72-4.2% -$1.05万 减仓
ASML ASML HLDG NV $24.04万0.02%182 182— $24.04万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $24.43万0.02%5,448 -326-5.6% -$1.46万 减仓
EEM ISHARES TR $24.48万0.02%4,310 4,310— $24.48万 新建仓
CSL CARLISLE COS INC $24.75万0.02%742 00.0% — 不变
CMI CUMMINS INC $25.07万0.02%466 -4-0.9% -$2,152 减仓
TRV TRAVELERS COMPANIES INC $25.11万0.02%861 -17-1.9% -$4,959 减仓
VHT VANGUARD WORLD FD $25.19万0.02%925 00.0% — 不变
WMB WILLIAMS COS INC $25.34万0.02%3,482 3,482— $25.34万 新建仓
ROL ROLLINS INC $25.47万0.02%4,768 -189-3.8% -$1.01万 减仓
TDY TELEDYNE TECHNOLOGIES INC $25.53万0.02%422 -34-7.5% -$2.06万 减仓
ALLE ALLEGION PLC $25.65万0.02%1,765 -261-12.9% -$3.79万 减仓
VFH VANGUARD WORLD FD $25.70万0.02%2,127 00.0% — 不变
HOOD ROBINHOOD MKTS INC $25.72万0.02%3,712 1,60075.8% $11.09万 加仓
KMB KIMBERLY-CLARK CORP $25.93万0.02%2,688 50.2% $482 加仓
GLW CORNING INC $25.97万0.02%1,910 1,910— $25.97万 新建仓
MTB M & T BK CORP $26.25万0.02%1,270 494.0% $1.01万 加仓
WEC WEC ENERGY GROUP INC $26.46万0.03%2,286 -53-2.3% -$6,136 减仓
SHOP SHOPIFY INC $26.88万0.03%2,266 -180-7.4% -$2.14万 减仓
CMRE COSTAMARE INC $26.91万0.03%15,920 3252.1% $5,493 加仓
LPLA LPL FINL HLDGS INC $26.96万0.03%896 -167-15.7% -$5.02万 减仓
MRSH MARSH & MCLENNAN COS INC $27.08万0.03%1,561 -1,487-48.8% -$25.79万 减仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $27.13万0.03%12,674 2,94130.2% $6.30万 加仓
JCI JOHNSON CONTROLS INTERNATION $27.16万0.03%2,074 -319-13.3% -$4.18万 减仓
RDDT REDDIT INC $27.29万0.03%2,027 2,027— $27.29万 新建仓
DVY ISHARES TR $27.83万0.03%1,838 -15-0.8% -$2,271 减仓
W WAYFAIR INC $28.05万0.03%3,730 3,730— $28.05万 新建仓
AMD ADVANCED MICRO DEVICES INC $28.28万0.03%1,390 -42-2.9% -$8,544 减仓
AVAV AEROVIRONMENT INC $28.43万0.03%1,553 41336.2% $7.56万 加仓
LIF LIFE360 INC $28.68万0.03%7,027 3,43295.5% $14.01万 加仓
TIGR UP FINTECH HLDG LTD $28.79万0.03%45,693 15,39350.8% $9.70万 加仓
DOV DOVER CORP $29.31万0.03%1,406 -118-7.7% -$2.46万 减仓
QCOM QUALCOMM INC $29.44万0.03%2,286 -665-22.5% -$8.56万 减仓
EMXC ISHARES INC $29.44万0.03%3,743 3,743— $29.44万 新建仓
WM WASTE MGMT INC DEL $30.13万0.03%1,311 816.6% $1.86万 加仓
LEU CENTRUS ENERGY CORP $30.29万0.03%1,745 1,745— $30.29万 新建仓
CCL CARNIVAL CORP $30.44万0.03%11,761 -305-2.5% -$7,894 减仓
PIPR PIPER SANDLER COMPANIES $30.54万0.03%3,990 3,092344.3% $23.67万 加仓
MS MORGAN STANLEY $30.59万0.03%1,859 -12-0.6% -$1,975 减仓
WRB BERKLEY W R CORP $31.09万0.03%4,690 -324-6.5% -$2.15万 减仓
NDSN NORDSON CORP $31.40万0.03%1,180 -28-2.3% -$7,451 减仓
TMUS T-MOBILE US INC $32.53万0.03%1,549 -138-8.2% -$2.90万 减仓
BABA ALIBABA GROUP HLDG LTD $32.78万0.03%2,613 43920.2% $5.51万 加仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $32.96万0.03%14,880 1,50011.2% $3.32万 加仓
AZO AUTOZONE INC $33.10万0.03%98 -1-1.0% -$3,378 减仓