SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH FL · SEC CIK 0002022908
$12.35亿2026Q2 申报市值
332持仓数
36.3%前十大占比 · 第一大 8.9%
22 / 16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
SOXX 新建仓+$1,690.59万
ANET 加仓+$1,123.60万
TSM 加仓+$1,093.54万
GOOGL 加仓+$834.82万
CB 加仓+$724.62万
2026Q2 卖出最多 按季末市值估算
TMO 减仓-$830.61万
ABBV 减仓-$570.88万
AJG 减仓-$489.56万
BSX 减仓-$422.63万
ARES 清仓-$397.27万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $35.56万 | 0.03% | 1,867 | 82 | 4.6% | $1.56万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $36.12万 | 0.03% | 2,700 | 2,700 | — | $36.12万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $36.22万 | 0.03% | 4,091 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.41万 | 0.03% | 1,682 | -428 | -20.3% | -$9.26万 | 减仓 |
| QCOM | QUALCOMM INC | $36.88万 | 0.03% | 1,996 | -290 | -12.7% | -$5.36万 | 减仓 |
| SUSC | ISHARES TR | $37.68万 | 0.03% | 16,275 | 16,275 | — | $37.68万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.09万 | 0.03% | 1,299 | -519 | -28.5% | -$15.22万 | 减仓 |
| EMXC | ISHARES INC | $38.29万 | 0.03% | 3,743 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $38.56万 | 0.03% | 5,385 | -46,623 | -89.6% | -$333.82万 | 减仓 |
| ASML | ASML HLDG NV | $38.60万 | 0.03% | 194 | 12 | 6.6% | $2.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.70万 | 0.03% | 1,558 | -75 | -4.6% | -$1.86万 | 减仓 |
| MS | MORGAN STANLEY | $38.86万 | 0.03% | 1,859 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $38.87万 | 0.03% | 1,284 | 1,284 | — | $38.87万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $39.11万 | 0.03% | 13,933 | 1,259 | 9.9% | $3.53万 | 加仓 |
| ACM | AECOM | $39.14万 | 0.03% | 5,607 | 1,008 | 21.9% | $7.04万 | 加仓 |
| IPAC | ISHARES TR | $39.20万 | 0.03% | 4,784 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $39.64万 | 0.03% | 973 | 973 | — | $39.64万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $40.49万 | 0.03% | 414 | -26 | -5.9% | -$2.54万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $41.00万 | 0.03% | 2,822 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $41.17万 | 0.03% | 649 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $41.25万 | 0.03% | 956 | 956 | — | $41.25万 | 新建仓 |
| IJT | ISHARES TR | $41.72万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $41.76万 | 0.03% | 1,960 | -4 | -0.2% | -$852 | 减仓 |
| IWM | ISHARES TR | $42.21万 | 0.03% | 1,405 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $42.39万 | 0.03% | 1,497 | 231 | 18.2% | $6.54万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $42.49万 | 0.03% | 4,237 | 525 | 14.1% | $5.26万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $42.55万 | 0.03% | 6,974 | -826 | -10.6% | -$5.04万 | 减仓 |
| NET | CLOUDFLARE INC | $42.92万 | 0.03% | 1,750 | 3 | 0.2% | $736 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $44.31万 | 0.04% | 2,521 | 27 | 1.1% | $4,745 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $44.64万 | 0.04% | 25,178 | -529 | -2.1% | -$9,379 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $44.79万 | 0.04% | 17,731 | 2,313 | 15.0% | $5.84万 | 加仓 |
| LIF | LIFE360 INC | $45.23万 | 0.04% | 8,170 | 1,143 | 16.3% | $6.33万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $46.55万 | 0.04% | 2,488 | 368 | 17.4% | $6.88万 | 加仓 |
| GRMN | GARMIN LTD | $46.68万 | 0.04% | 1,965 | -265 | -11.9% | -$6.29万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $46.90万 | 0.04% | 2,612 | -84 | -3.1% | -$1.51万 | 减仓 |
| UNP | UNION PAC CORP | $47.16万 | 0.04% | 1,734 | -50 | -2.8% | -$1.36万 | 减仓 |
| MLI | MUELLER INDS INC | $47.92万 | 0.04% | 3,898 | 544 | 16.2% | $6.69万 | 加仓 |
| MFC | MANULIFE FINL CORP | $48.31万 | 0.04% | 11,926 | 606 | 5.4% | $2.45万 | 加仓 |
| IOT | SAMSARA INC | $48.31万 | 0.04% | 14,898 | 2,460 | 19.8% | $7.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.32万 | 0.04% | 1,215 | 6 | 0.5% | $2,386 | 加仓 |
| GLW | CORNING INC | $48.48万 | 0.04% | 1,898 | -12 | -0.6% | -$3,065 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $48.84万 | 0.04% | 1,796 | 108 | 6.4% | $2.94万 | 重新持有 |
| MET | METLIFE INC | $48.90万 | 0.04% | 5,779 | -1,635 | -22.1% | -$13.83万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $49.43万 | 0.04% | 2,068 | -13 | -0.6% | -$3,107 | 减仓 |
| IEFA | ISHARES TR | $49.85万 | 0.04% | 5,162 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $49.94万 | 0.04% | 956 | 449 | 88.6% | $23.46万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $50.23万 | 0.04% | 6,848 | -164 | -2.3% | -$1.20万 | 减仓 |
| CCJ | CAMECO CORP | $50.53万 | 0.04% | 4,961 | 816 | 19.7% | $8.31万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $52.19万 | 0.04% | 17,380 | 2,500 | 16.8% | $7.51万 | 加仓 |
| IEMG | ISHARES INC | $52.52万 | 0.04% | 6,340 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $52.73万 | 0.04% | 1,164 | -14 | -1.2% | -$6,342 | 减仓 |
| BURL | BURLINGTON STORES INC | $52.97万 | 0.04% | 1,672 | 210 | 14.4% | $6.65万 | 加仓 |
| BX | BLACKSTONE INC | $53.68万 | 0.04% | 4,562 | -801 | -14.9% | -$9.43万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $54.01万 | 0.04% | 29,243 | 18 | 0.1% | $332 | 加仓 |
| INTC | INTEL CORP | $54.57万 | 0.04% | 3,908 | 3,908 | — | $54.57万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.88万 | 0.04% | 2,229 | -7 | -0.3% | -$1,724 | 减仓 |
| PKG | PACKAGING CORP AMER | $55.26万 | 0.04% | 2,319 | 295 | 14.6% | $7.03万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $55.33万 | 0.04% | 7,996 | 1,238 | 18.3% | $8.57万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $55.40万 | 0.04% | 2,506 | 2,506 | — | $55.40万 | 新建仓 |
| HON | HONEYWELL INTL INC | $56.11万 | 0.05% | 2,506 | -2,493 | -49.9% | -$55.82万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $56.21万 | 0.05% | 3,543 | -1,101 | -23.7% | -$17.47万 | 减仓 |
| TFLO | ISHARES TR | $56.70万 | 0.05% | 11,199 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $56.83万 | 0.05% | 484 | 93 | 23.8% | $10.92万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $57.64万 | 0.05% | 2,351 | 293 | 14.2% | $7.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $57.64万 | 0.05% | 6,692 | 470 | 7.6% | $4.05万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $58.59万 | 0.05% | 6,732 | -95 | -1.4% | -$8,269 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.62万 | 0.05% | 11,688 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $59.20万 | 0.05% | 5,790 | 908 | 18.6% | $9.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.65万 | 0.05% | 6,574 | -1,927 | -22.7% | -$17.49万 | 减仓 |
| UMBF | UMB FINL CORP | $60.86万 | 0.05% | 4,263 | 511 | 13.6% | $7.30万 | 加仓 |
| IVE | ISHARES TR | $61.56万 | 0.05% | 2,711 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $62.80万 | 0.05% | 5,618 | -334 | -5.6% | -$3.73万 | 减仓 |
| FISV | FISERV INC | $63.54万 | 0.05% | 12,955 | 10 | 0.1% | $491 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $63.69万 | 0.05% | 28,597 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $64.26万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $66.66万 | 0.05% | 2,991 | 1,680 | 128.1% | $37.44万 | 加仓 |
| ALL | ALLSTATE CORP | $67.07万 | 0.05% | 2,819 | 94 | 3.4% | $2.24万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $67.08万 | 0.05% | 2,922 | -21,325 | -87.9% | -$489.56万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $67.10万 | 0.05% | 5,339 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $67.23万 | 0.05% | 2,962 | -56 | -1.9% | -$1.27万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $67.75万 | 0.05% | 46,278 | -1,584 | -3.3% | -$2.32万 | 减仓 |
| GLD | SPDR GOLD TR | $68.30万 | 0.06% | 1,854 | -2 | -0.1% | -$737 | 减仓 |
| PLD | PROLOGIS INC. | $68.31万 | 0.06% | 5,042 | -5 | -0.1% | -$677 | 减仓 |
| WFC | WELLS FARGO & CO | $68.66万 | 0.06% | 8,308 | -285 | -3.3% | -$2.36万 | 减仓 |
| KKR | KKR & CO INC | $68.93万 | 0.06% | 7,510 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $69.22万 | 0.06% | 1,852 | 97 | 5.5% | $3.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $70.72万 | 0.06% | 5,169 | 202 | 4.1% | $2.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $70.76万 | 0.06% | 5,920 | -152 | -2.5% | -$1.82万 | 减仓 |
| SBUX | STARBUCKS CORP | $72.19万 | 0.06% | 7,064 | -754 | -9.6% | -$7.71万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $76.10万 | 0.06% | 13,570 | 1,242 | 10.1% | $6.97万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $76.28万 | 0.06% | 22,002 | 3,970 | 22.0% | $13.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.09万 | 0.06% | 1,327 | -63 | -4.5% | -$3.66万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $77.28万 | 0.06% | 5,619 | 646 | 13.0% | $8.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $78.12万 | 0.06% | 1,085 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $78.24万 | 0.06% | 8,920 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $78.41万 | 0.06% | 1,539 | -434 | -22.0% | -$22.11万 | 减仓 |
| NUE | NUCOR CORP | $80.93万 | 0.07% | 3,633 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $82.01万 | 0.07% | 3,854 | 52 | 1.4% | $1.11万 | 加仓 |
| SYK | STRYKER CORPORATION | $82.58万 | 0.07% | 2,623 | -312 | -10.6% | -$9.82万 | 减仓 |