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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $81.50万 | 0.08% | 8,920 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $81.87万 | 0.08% | 13,929 | -421 | -2.9% | -$2.47万 | 减仓 |
| ADI | ANALOG DEVICES INC | $82.27万 | 0.08% | 2,586 | -383 | -12.9% | -$12.18万 | 减仓 |
| IWR | ISHARES TR | $82.80万 | 0.08% | 8,516 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $82.88万 | 0.08% | 5,123 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $84.54万 | 0.08% | 613 | -3 | -0.5% | -$4,137 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $85.29万 | 0.08% | 9,050 | 9,050 | — | $85.29万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $85.32万 | 0.08% | 3,257 | 832 | 34.3% | $21.79万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $86.98万 | 0.08% | 4,254 | 931 | 28.0% | $19.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $87.28万 | 0.08% | 8,501 | -1,863 | -18.0% | -$19.13万 | 减仓 |
| PGR | PROGRESSIVE CORP | $87.44万 | 0.08% | 4,411 | 119 | 2.8% | $2.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $88.28万 | 0.08% | 4,547 | 177 | 4.1% | $3.44万 | 加仓 |
| HDV | ISHARES TR | $89.50万 | 0.09% | 6,595 | 316 | 5.0% | $4.29万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $89.75万 | 0.09% | 2,800 | -159 | -5.4% | -$5.10万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $90.89万 | 0.09% | 2,181 | -75 | -3.3% | -$3.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $92.53万 | 0.09% | 10,856 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $94.50万 | 0.09% | 26,097 | 283 | 1.1% | $1.02万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $95.89万 | 0.09% | 10,364 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $96.44万 | 0.09% | 2,935 | -409 | -12.2% | -$13.44万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $97.31万 | 0.09% | 7,777 | -320 | -4.0% | -$4.00万 | 减仓 |
| MOD | MODINE MFG CO | $99.01万 | 0.09% | 4,569 | -18 | -0.4% | -$3,901 | 减仓 |
| BBY | BEST BUY INC | $99.66万 | 0.09% | 15,524 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $99.86万 | 0.09% | 2,509 | 56 | 2.3% | $2.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $101.26万 | 0.10% | 15,802 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $103.05万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $103.38万 | 0.10% | 4,265 | -34 | -0.8% | -$8,241 | 减仓 |
| AME | AMETEK INC | $106.75万 | 0.10% | 4,980 | -65 | -1.3% | -$1.39万 | 减仓 |
| — | HONEYWELL INTL INC | $112.99万 | 0.11% | 4,999 | -196 | -3.8% | -$4.43万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $115.37万 | 0.11% | 4,020 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $119.25万 | 0.11% | 1,973 | -14,798 | -88.2% | -$894.38万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $119.80万 | 0.11% | 28,229 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $120.41万 | 0.11% | 15,833 | -40 | -0.3% | -$3,042 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $124.05万 | 0.12% | 3,046 | 331 | 12.2% | $13.48万 | 加仓 |
| CLS | CELESTICA INC | $124.19万 | 0.12% | 4,409 | 3 | 0.1% | $845 | 加仓 |
| RTX | RTX CORPORATION | $124.71万 | 0.12% | 6,465 | -166 | -2.5% | -$3.20万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $130.32万 | 0.12% | 29,259 | 29,259 | — | $130.32万 | 新建仓 |
| LOW | LOWES COS INC | $130.45万 | 0.12% | 5,521 | -102 | -1.8% | -$2.41万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $132.86万 | 0.13% | 6,539 | 333 | 5.4% | $6.77万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $133.51万 | 0.13% | 28,799 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $138.71万 | 0.13% | 11,531 | 179 | 1.6% | $2.15万 | 加仓 |
| TSLA | TESLA INC | $139.26万 | 0.13% | 3,746 | -174 | -4.4% | -$6.47万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $141.40万 | 0.13% | 3,940 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $143.51万 | 0.14% | 25,191 | -405 | -1.6% | -$2.31万 | 减仓 |
| MCD | MCDONALDS CORP | $144.39万 | 0.14% | 4,646 | -27 | -0.6% | -$8,391 | 减仓 |
| ETN | EATON CORP PLC | $146.11万 | 0.14% | 4,085 | 10 | 0.2% | $3,577 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $148.62万 | 0.14% | 13,549 | 474 | 3.6% | $5.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $149.58万 | 0.14% | 4,426 | -38 | -0.9% | -$1.28万 | 减仓 |
| CAT | CATERPILLAR INC | $151.40万 | 0.14% | 2,137 | -4 | -0.2% | -$2,834 | 减仓 |
| BAC | BANK AMERICA CORP | $152.71万 | 0.15% | 31,325 | -379 | -1.2% | -$1.85万 | 减仓 |
| IJR | ISHARES TR | $156.54万 | 0.15% | 12,593 | 688 | 5.8% | $8.55万 | 加仓 |
| ORCL | ORACLE CORP | $157.50万 | 0.15% | 10,706 | -403 | -3.6% | -$5.93万 | 减仓 |
| NOBL | PROSHARES TR | $159.55万 | 0.15% | 15,050 | -290 | -1.9% | -$3.07万 | 减仓 |
| PEP | PEPSICO INC | $162.00万 | 0.15% | 10,432 | -191 | -1.8% | -$2.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $162.89万 | 0.15% | 5,385 | -56 | -1.0% | -$1.69万 | 减仓 |
| LIN | LINDE PLC | $169.75万 | 0.16% | 3,424 | -95 | -2.7% | -$4.71万 | 减仓 |
| SRE | SEMPRA | $176.00万 | 0.17% | 18,113 | -127 | -0.7% | -$1.23万 | 减仓 |
| CSCO | CISCO SYS INC | $177.90万 | 0.17% | 22,928 | 616 | 2.8% | $4.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $184.56万 | 0.18% | 24,112 | 727 | 3.1% | $5.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $187.60万 | 0.18% | 11,347 | 1,149 | 11.3% | $19.00万 | 加仓 |
| NKE | NIKE INC | $190.06万 | 0.18% | 35,982 | -148 | -0.4% | -$7,817 | 减仓 |
| AMGN | AMGEN INC | $197.14万 | 0.19% | 5,603 | -279 | -4.7% | -$9.82万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $198.19万 | 0.19% | 81,260 | -14,940 | -15.5% | -$36.44万 | 减仓 |
| DGRO | ISHARES TR | $202.90万 | 0.19% | 28,912 | -15,459 | -34.8% | -$108.49万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $210.31万 | 0.20% | 8,080 | -20 | -0.2% | -$5,206 | 减仓 |
| ANET | ARISTA NETWORKS INC | $224.50万 | 0.21% | 18,285 | 28 | 0.2% | $3,438 | 加仓 |
| IWD | ISHARES TR | $226.38万 | 0.22% | 10,595 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $229.36万 | 0.22% | 3,511 | -1,738 | -33.1% | -$113.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $235.71万 | 0.22% | 11,887 | 46 | 0.4% | $9,121 | 加仓 |
| C | CITIGROUP INC | $236.43万 | 0.22% | 20,847 | -924 | -4.2% | -$10.48万 | 减仓 |
| IJH | ISHARES TR | $243.95万 | 0.23% | 36,125 | 12,068 | 50.2% | $81.50万 | 加仓 |
| HD | HOME DEPOT INC | $258.15万 | 0.25% | 7,849 | 927 | 13.4% | $30.49万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $268.09万 | 0.25% | 68,883 | 68,883 | — | $268.09万 | 新建仓 |
| BLK | BLACKROCK INC | $270.53万 | 0.26% | 2,813 | 67 | 2.4% | $6.44万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $273.53万 | 0.26% | 85,452 | -417 | -0.5% | -$1.33万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $286.75万 | 0.27% | 73,564 | 3,562 | 5.1% | $13.88万 | 加仓 |
| EMR | EMERSON ELEC CO | $290.01万 | 0.28% | 22,135 | 53 | 0.2% | $6,944 | 加仓 |
| META | META PLATFORMS INC | $298.89万 | 0.28% | 5,224 | 51 | 1.0% | $2.92万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $308.86万 | 0.29% | 87,150 | 285 | 0.3% | $1.01万 | 加仓 |
| IVW | ISHARES TR | $314.77万 | 0.30% | 27,829 | -408 | -1.4% | -$4.61万 | 减仓 |
| XYZ | BLOCK INC | $316.13万 | 0.30% | 52,531 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $320.06万 | 0.30% | 201,551 | 201,551 | — | $320.06万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $331.87万 | 0.32% | 9,032 | 59 | 0.7% | $2.17万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $332.10万 | 0.32% | 84,119 | 3,780 | 4.7% | $14.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $332.26万 | 0.32% | 5,109 | -238 | -4.5% | -$15.48万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $343.06万 | 0.33% | 74,757 | -317,684 | -81.0% | -$1,457.85万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $356.36万 | 0.34% | 50,541 | 46,569 | 1,172.4% | $328.36万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $397.27万 | 0.38% | 36,413 | 36,413 | — | $397.27万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $397.71万 | 0.38% | 64,921 | -104 | -0.2% | -$6,371 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $400.88万 | 0.38% | 52,008 | 7,765 | 17.6% | $59.85万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $429.48万 | 0.41% | 58,101 | 1,190 | 2.1% | $8.80万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $483.96万 | 0.46% | 82,153 | 82,153 | — | $483.96万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $521.60万 | 0.50% | 56,505 | -15 | -0.0% | -$1,385 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $525.15万 | 0.50% | 24,247 | 2,274 | 10.3% | $49.25万 | 加仓 |
| P | EVERPURE INC | $533.96万 | 0.51% | 90,440 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $535.69万 | 0.51% | 12,563 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $544.65万 | 0.52% | 3,699 | 3,486 | 1,636.6% | $513.29万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $560.43万 | 0.53% | 20,366 | -2,007 | -9.0% | -$55.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $573.36万 | 0.55% | 43,788 | 42,008 | 2,360.0% | $550.06万 | 加仓 |
| GOOG | ALPHABET INC | $609.18万 | 0.58% | 21,236 | 920 | 4.5% | $26.39万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $650.10万 | 0.62% | 431,960 | 0 | 0.0% | — | 不变 |