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 |
|---|---|---|---|---|---|---|---|---|
| RPV | INVESCO EXCHANGE TRADED FD T | $82.59万 | 0.07% | 7,256 | -282 | -3.7% | -$3.21万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $84.21万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $86.00万 | 0.07% | 2,069 | -13 | -0.6% | -$5,403 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $87.60万 | 0.07% | 13,929 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $90.40万 | 0.07% | 32,980 | 5 | 0.0% | $137 | 加仓 |
| VBR | VANGUARD INDEX FDS | $92.97万 | 0.08% | 3,826 | 417 | 12.2% | $10.13万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $93.23万 | 0.08% | 4,790 | 536 | 12.6% | $10.43万 | 加仓 |
| IWR | ISHARES TR | $93.95万 | 0.08% | 8,516 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $94.89万 | 0.08% | 4,344 | -67 | -1.5% | -$1.46万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $95.50万 | 0.08% | 9,725 | 675 | 7.5% | $6.63万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $95.82万 | 0.08% | 2,783 | -17 | -0.6% | -$5,853 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $97.14万 | 0.08% | 10,595 | -261 | -2.4% | -$2.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $98.22万 | 0.08% | 2,473 | -113 | -4.4% | -$4.49万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $99.20万 | 0.08% | 28,229 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $100.74万 | 0.08% | 2,051 | -130 | -6.0% | -$6.39万 | 减仓 |
| AGX | ARGAN INC | $101.51万 | 0.08% | 1,271 | 48 | 3.9% | $3.83万 | 加仓 |
| RY | ROYAL BK CDA | $106.03万 | 0.09% | 5,123 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $106.38万 | 0.09% | 939 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.53万 | 0.09% | 1,396 | 76 | 5.8% | $5.80万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $107.45万 | 0.09% | 10,756 | 392 | 3.8% | $3.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.60万 | 0.09% | 3,862 | -403 | -9.4% | -$11.33万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $108.66万 | 0.09% | 7,658 | -119 | -1.5% | -$1.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $111.33万 | 0.09% | 3,673 | 416 | 12.8% | $12.61万 | 加仓 |
| LOW | LOWES COS INC | $114.81万 | 0.09% | 5,207 | -314 | -5.7% | -$6.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.29万 | 0.09% | 16,181 | 379 | 2.4% | $2.70万 | 加仓 |
| KO | COCA COLA CO | $116.25万 | 0.09% | 14,304 | -1,529 | -9.7% | -$12.43万 | 减仓 |
| BBY | BEST BUY INC | $117.76万 | 0.10% | 15,519 | -5 | -0.0% | -$379 | 减仓 |
| AME | AMETEK INC | $119.45万 | 0.10% | 4,937 | -43 | -0.9% | -$1.04万 | 减仓 |
| RDDT | REDDIT INC | $120.43万 | 0.10% | 6,938 | 4,911 | 242.3% | $85.25万 | 加仓 |
| RTX | RTX CORPORATION | $121.66万 | 0.10% | 6,412 | -53 | -0.8% | -$1.01万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $123.20万 | 0.10% | 27,112 | 1,015 | 3.9% | $4.61万 | 加仓 |
| MCD | MCDONALDS CORP | $125.45万 | 0.10% | 4,641 | -5 | -0.1% | -$1,352 | 减仓 |
| MOD | MODINE MFG CO | $125.55万 | 0.10% | 4,702 | 133 | 2.9% | $3.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $126.21万 | 0.10% | 4,012 | -8 | -0.2% | -$2,517 | 减仓 |
| FIX | COMFORT SYS USA INC | $127.84万 | 0.10% | 645 | 32 | 5.2% | $6.34万 | 加仓 |
| AMAT | APPLIED MATLS INC | $129.71万 | 0.11% | 1,794 | 46 | 2.6% | $3.33万 | 加仓 |
| APP | APPLOVIN CORP | $129.73万 | 0.11% | 2,518 | 9 | 0.4% | $4,637 | 加仓 |
| MRK | MERCK & CO INC | $130.87万 | 0.11% | 10,184 | -1,347 | -11.7% | -$17.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.96万 | 0.11% | 3,593 | 1,102 | 44.2% | $40.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $133.50万 | 0.11% | 5,961 | -578 | -8.8% | -$12.94万 | 减仓 |
| TXN | TEXAS INSTRS INC | $134.16万 | 0.11% | 4,501 | -46 | -1.0% | -$1.37万 | 减仓 |
| PEP | PEPSICO INC | $134.38万 | 0.11% | 9,925 | -507 | -4.9% | -$6.86万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $134.51万 | 0.11% | 29,911 | 652 | 2.2% | $2.93万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $138.10万 | 0.11% | 2,755 | -16,570 | -85.7% | -$830.61万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $141.09万 | 0.11% | 11,338 | -549 | -4.6% | -$6.83万 | 减仓 |
| UL | UNILEVER PLC | $144.08万 | 0.12% | 23,965 | -1,226 | -4.9% | -$7.37万 | 减仓 |
| NKE | NIKE INC | $147.64万 | 0.12% | 35,967 | -15 | -0.0% | -$616 | 减仓 |
| ORCL | ORACLE CORP | $147.90万 | 0.12% | 10,092 | -614 | -5.7% | -$9.00万 | 减仓 |
| TSLA | TESLA INC | $150.41万 | 0.12% | 3,576 | -170 | -4.5% | -$7.15万 | 减仓 |
| SRE | SEMPRA | $151.96万 | 0.12% | 16,391 | -1,722 | -9.5% | -$15.96万 | 减仓 |
| LIN | LINDE PLC | $153.97万 | 0.12% | 2,967 | -457 | -13.3% | -$23.72万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $154.85万 | 0.13% | 82,060 | 800 | 1.0% | $1.51万 | 加仓 |
| NOBL | PROSHARES TR | $162.17万 | 0.13% | 28,876 | -1,224 | -4.1% | -$6.87万 | 减仓 |
| CLS | CELESTICA INC | $166.97万 | 0.14% | 4,577 | 168 | 3.8% | $6.13万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $167.22万 | 0.14% | 22,000 | 1,823 | 9.0% | $13.86万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $168.78万 | 0.14% | 1,749 | -13 | -0.7% | -$1.25万 | 减仓 |
| ETN | EATON CORP PLC | $174.75万 | 0.14% | 4,101 | 16 | 0.4% | $6,818 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $177.70万 | 0.14% | 13,904 | 355 | 2.6% | $4.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $179.81万 | 0.15% | 31,557 | 232 | 0.7% | $1.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $182.49万 | 0.15% | 5,395 | 10 | 0.2% | $3,383 | 加仓 |
| AMGN | AMGEN INC | $190.69万 | 0.15% | 5,266 | -337 | -6.0% | -$12.20万 | 减仓 |
| IJR | ISHARES TR | $190.79万 | 0.15% | 12,864 | 271 | 2.2% | $4.02万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $195.06万 | 0.16% | 3,940 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $199.24万 | 0.16% | 11,013 | -334 | -2.9% | -$6.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $199.69万 | 0.16% | 1,730 | -590 | -25.4% | -$68.10万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $216.28万 | 0.18% | 24,611 | 499 | 2.1% | $4.39万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $218.54万 | 0.18% | 8,080 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $221.55万 | 0.18% | 2,958 | -553 | -15.8% | -$41.42万 | 减仓 |
| DGRO | ISHARES TR | $225.06万 | 0.18% | 29,695 | 783 | 2.7% | $5.93万 | 加仓 |
| CAT | CATERPILLAR INC | $229.17万 | 0.19% | 2,152 | 15 | 0.7% | $1.60万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $240.41万 | 0.19% | 28,799 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $255.97万 | 0.21% | 68,883 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $256.85万 | 0.21% | 10,595 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $263.56万 | 0.21% | 3,140 | 94 | 3.1% | $7.89万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $263.60万 | 0.21% | 87,370 | 220 | 0.3% | $6,637 | 加仓 |
| HD | HOME DEPOT INC | $266.87万 | 0.22% | 7,567 | -282 | -3.6% | -$9.95万 | 减仓 |
| BLK | BLACKROCK INC | $269.14万 | 0.22% | 2,799 | -14 | -0.5% | -$1.35万 | 减仓 |
| CSCO | CISCO SYS INC | $269.78万 | 0.22% | 22,968 | 40 | 0.2% | $4,698 | 加仓 |
| IJH | ISHARES TR | $282.82万 | 0.23% | 36,677 | 552 | 1.5% | $4.26万 | 加仓 |
| C | CITIGROUP INC | $284.35万 | 0.23% | 20,316 | -531 | -2.5% | -$7.43万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $290.54万 | 0.24% | 85,452 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $293.12万 | 0.24% | 21,708 | 21,708 | — | $293.12万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $310.00万 | 0.25% | 68,373 | -6,384 | -8.5% | -$28.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $317.44万 | 0.26% | 22,175 | 40 | 0.2% | $5,726 | 加仓 |
| RECS | COLUMBIA ETF TR I | $326.44万 | 0.26% | 75,425 | 1,861 | 2.5% | $8.05万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $341.59万 | 0.28% | 68,509 | 17,968 | 35.6% | $89.59万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $347.78万 | 0.28% | 65,483 | 562 | 0.9% | $2.98万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $382.57万 | 0.31% | 83,621 | -498 | -0.6% | -$2.28万 | 减仓 |
| IVW | ISHARES TR | $382.73万 | 0.31% | 27,829 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $399.24万 | 0.32% | 52,531 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $399.92万 | 0.32% | 45,492 | 332 | 0.7% | $2.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $414.16万 | 0.34% | 5,546 | 437 | 8.6% | $32.63万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $464.26万 | 0.38% | 59,217 | 1,116 | 1.9% | $8.75万 | 加仓 |
| META | META PLATFORMS INC | $480.84万 | 0.39% | 8,536 | 3,312 | 63.4% | $186.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $520.04万 | 0.42% | 56,471 | -34 | -0.1% | -$3,131 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $619.66万 | 0.50% | 19,515 | -851 | -4.2% | -$27.02万 | 减仓 |
| IWF | ISHARES TR | $622.94万 | 0.50% | 50,168 | -84 | -0.2% | -$1.04万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $623.12万 | 0.50% | 49,227 | 5,439 | 12.4% | $68.85万 | 加仓 |
| NOW | SERVICENOW INC | $648.55万 | 0.53% | 65,325 | 65,325 | — | $648.55万 | 新建仓 |
| ABBV | ABBVIE INC | $673.57万 | 0.55% | 26,767 | -22,686 | -45.9% | -$570.88万 | 减仓 |