SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH FL · SEC CIK 0002022908
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $33.33万 | 0.03% | 15,418 | 6,157 | 66.5% | $13.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.42万 | 0.03% | 6,657 | -2,754 | -29.3% | -$13.83万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.72万 | 0.03% | 4,091 | 4,091 | — | $33.72万 | 新建仓 |
| IJT | ISHARES TR | $33.80万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $33.84万 | 0.03% | 1,785 | -28 | -1.5% | -$5,309 | 减仓 |
| ECL | ECOLAB INC | $33.92万 | 0.03% | 1,275 | 8 | 0.6% | $2,128 | 加仓 |
| GEV | GE VERNOVA INC | $34.11万 | 0.03% | 391 | -29 | -6.9% | -$2.53万 | 减仓 |
| IWM | ISHARES TR | $34.84万 | 0.03% | 1,405 | -100 | -6.6% | -$2.48万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.85万 | 0.03% | 2,216 | 58 | 2.7% | $9,122 | 加仓 |
| MDT | MEDTRONIC PLC | $35.18万 | 0.03% | 4,060 | -688 | -14.5% | -$5.96万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $35.51万 | 0.03% | 20,177 | 6,501 | 47.5% | $11.44万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $35.74万 | 0.03% | 3,158 | -68 | -2.1% | -$7,696 | 减仓 |
| NET | CLOUDFLARE INC | $36.05万 | 0.03% | 1,747 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $36.56万 | 0.03% | 649 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $36.56万 | 0.03% | 3,969 | -71 | -1.8% | -$6,541 | 减仓 |
| IPAC | ISHARES TR | $36.60万 | 0.03% | 4,784 | 4,784 | — | $36.60万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $37.00万 | 0.04% | 2,822 | -214 | -7.0% | -$2.81万 | 减仓 |
| MLI | MUELLER INDS INC | $37.17万 | 0.04% | 3,354 | 3,354 | — | $37.17万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $37.43万 | 0.04% | 18,032 | 8,462 | 88.4% | $17.57万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.17万 | 0.04% | 1,106 | -2 | -0.2% | -$690 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $38.23万 | 0.04% | 7,800 | -68 | -0.9% | -$3,333 | 减仓 |
| IDCC | INTERDIGITAL INC | $38.24万 | 0.04% | 1,266 | 316 | 33.3% | $9.54万 | 加仓 |
| DIS | DISNEY WALT CO | $38.62万 | 0.04% | 4,007 | 505 | 14.4% | $4.87万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $38.94万 | 0.04% | 6,758 | 1,045 | 18.3% | $6.02万 | 加仓 |
| MFC | MANULIFE FINL CORP | $38.99万 | 0.04% | 11,320 | 101 | 0.9% | $3,478 | 加仓 |
| ACM | AECOM | $39.00万 | 0.04% | 4,599 | 1,984 | 75.9% | $16.83万 | 加仓 |
| CB | CHUBB LTD SWITZ | $39.34万 | 0.04% | 1,207 | -69 | -5.4% | -$2.25万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $39.39万 | 0.04% | 440 | 7 | 1.6% | $6,267 | 加仓 |
| IOT | SAMSARA INC | $39.42万 | 0.04% | 12,438 | 12,438 | — | $39.42万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $39.48万 | 0.04% | 7,012 | 330 | 4.9% | $1.86万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $39.72万 | 0.04% | 2,275 | -333 | -12.8% | -$5.81万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $40.01万 | 0.04% | 2,120 | 580 | 37.7% | $10.95万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $40.23万 | 0.04% | 25,707 | 529 | 2.1% | $8,279 | 加仓 |
| T | AT&T INC | $41.14万 | 0.04% | 14,190 | 434 | 3.2% | $1.26万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $41.15万 | 0.04% | 2,058 | 432 | 26.6% | $8.64万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $41.32万 | 0.04% | 5,040 | -105 | -2.0% | -$8,608 | 减仓 |
| BA | BOEING CO | $42.00万 | 0.04% | 2,110 | -125 | -5.6% | -$2.49万 | 减仓 |
| UMBF | UMB FINL CORP | $42.31万 | 0.04% | 3,752 | 1,051 | 38.9% | $11.85万 | 加仓 |
| PKG | PACKAGING CORP AMER | $42.96万 | 0.04% | 2,024 | 415 | 25.8% | $8.81万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $43.02万 | 0.04% | 1,964 | -60 | -3.0% | -$1.31万 | 减仓 |
| UNP | UNION PAC CORP | $43.28万 | 0.04% | 1,784 | -297 | -14.3% | -$7.21万 | 减仓 |
| IEMG | ISHARES INC | $44.22万 | 0.04% | 6,340 | -364 | -5.4% | -$2.54万 | 减仓 |
| LYFT | LYFT INC | $44.53万 | 0.04% | 33,482 | 33,482 | — | $44.53万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $45.02万 | 0.04% | 4,882 | 880 | 22.0% | $8.11万 | 加仓 |
| CCJ | CAMECO CORP | $45.02万 | 0.04% | 4,145 | 4,145 | — | $45.02万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $45.23万 | 0.04% | 7,847 | -1,803 | -18.7% | -$10.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.30万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $45.60万 | 0.04% | 1,633 | -273 | -14.3% | -$7.62万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $45.79万 | 0.04% | 6,827 | -15 | -0.2% | -$1,006 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.53万 | 0.04% | 2,236 | -13 | -0.6% | -$2,705 | 减仓 |
| IEFA | ISHARES TR | $46.73万 | 0.04% | 5,162 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $47.57万 | 0.05% | 1,462 | 356 | 32.2% | $11.58万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $48.51万 | 0.05% | 29,225 | 5,585 | 23.6% | $9.27万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $48.58万 | 0.05% | 2,696 | -234 | -8.0% | -$4.22万 | 减仓 |
| NFLX | NETFLIX INC. | $48.65万 | 0.05% | 5,060 | -177 | -3.4% | -$1.70万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $49.32万 | 0.05% | 2,494 | -683 | -21.5% | -$13.51万 | 减仓 |
| GE | GE AEROSPACE | $49.80万 | 0.05% | 1,755 | -74 | -4.0% | -$2.10万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $50.98万 | 0.05% | 5,952 | -101 | -1.7% | -$8,652 | 减仓 |
| MCO | MOODYS CORP | $51.40万 | 0.05% | 1,178 | -41 | -3.4% | -$1.79万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.53万 | 0.05% | 1,320 | 114 | 9.5% | $4.45万 | 加仓 |
| GRMN | GARMIN LTD | $51.74万 | 0.05% | 2,230 | -293 | -11.6% | -$6.80万 | 减仓 |
| MET | METLIFE INC | $52.43万 | 0.05% | 7,414 | -732 | -9.0% | -$5.18万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.81万 | 0.05% | 1,818 | -254 | -12.3% | -$7.38万 | 减仓 |
| VGT | VANGUARD WORLD FD | $52.96万 | 0.05% | 759 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $53.99万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $54.13万 | 0.05% | 47,862 | 6,545 | 15.8% | $7.40万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.73万 | 0.05% | 1,209 | -89 | -6.9% | -$4.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.34万 | 0.05% | 2,082 | -125 | -5.7% | -$3.38万 | 减仓 |
| ALL | ALLSTATE CORP | $56.51万 | 0.05% | 2,725 | -49 | -1.8% | -$1.02万 | 减仓 |
| TFLO | ISHARES TR | $56.70万 | 0.05% | 11,199 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $57.10万 | 0.05% | 4,973 | 1,809 | 57.2% | $20.77万 | 加仓 |
| IVE | ISHARES TR | $57.25万 | 0.05% | 2,711 | -214 | -7.3% | -$4.52万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.58万 | 0.06% | 11,688 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $59.05万 | 0.06% | 2,081 | 7 | 0.3% | $1,986 | 加仓 |
| PWR | QUANTA SVCS INC | $59.57万 | 0.06% | 1,085 | -22 | -2.0% | -$1.21万 | 减仓 |
| WELL | WELLTOWER INC | $59.67万 | 0.06% | 3,018 | -217 | -6.7% | -$4.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $59.74万 | 0.06% | 1,748 | 82 | 4.9% | $2.80万 | 加仓 |
| NUE | NUCOR CORP | $61.43万 | 0.06% | 3,633 | -420 | -10.4% | -$7.10万 | 减仓 |
| BX | BLACKSTONE INC | $61.67万 | 0.06% | 5,363 | 662 | 14.1% | $7.61万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.15万 | 0.06% | 1,461 | -248 | -14.5% | -$10.55万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $63.69万 | 0.06% | 28,597 | -472 | -1.6% | -$1.05万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $64.89万 | 0.06% | 5,339 | 5 | 0.1% | $608 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $65.11万 | 0.06% | 4,967 | 113 | 2.3% | $1.48万 | 加仓 |
| AGX | ARGAN INC | $66.62万 | 0.06% | 1,223 | -8 | -0.6% | -$4,358 | 减仓 |
| PLD | PROLOGIS INC. | $66.71万 | 0.06% | 5,047 | -470 | -8.5% | -$6.21万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $68.09万 | 0.06% | 4,644 | 29 | 0.6% | $4,252 | 加仓 |
| WFC | WELLS FARGO & CO | $68.41万 | 0.07% | 8,593 | 858 | 11.1% | $6.83万 | 加仓 |
| URI | UNITED RENTALS INC | $68.41万 | 0.07% | 939 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.03万 | 0.07% | 1,762 | 20 | 1.1% | $7,835 | 加仓 |
| KKR | KKR & CO INC | $69.47万 | 0.07% | 7,510 | -64 | -0.8% | -$5,920 | 减仓 |
| SBUX | STARBUCKS CORP | $70.04万 | 0.07% | 7,818 | 187 | 2.5% | $1.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $72.23万 | 0.07% | 12,945 | 15 | 0.1% | $837 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.97万 | 0.07% | 3,802 | 2,340 | 160.1% | $44.91万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $74.05万 | 0.07% | 3,409 | 874 | 34.5% | $18.99万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $77.22万 | 0.07% | 12,328 | 4,884 | 65.6% | $30.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $78.38万 | 0.07% | 2,320 | 475 | 25.7% | $16.05万 | 加仓 |
| GLD | SPDR GOLD TR | $79.86万 | 0.08% | 1,856 | 151 | 8.9% | $6.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $79.91万 | 0.08% | 2,491 | 29 | 1.2% | $9,303 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $80.95万 | 0.08% | 7,538 | -41 | -0.5% | -$4,403 | 减仓 |