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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $663.25万 | 0.63% | 105,697 | 11,613 | 12.3% | $72.87万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $717.91万 | 0.68% | 99,807 | 12,520 | 14.3% | $90.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $736.35万 | 0.70% | 50,980 | 212 | 0.4% | $3.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $744.39万 | 0.71% | 8,799 | 11 | 0.1% | $9,306 | 加仓 |
| QQQ | INVESCO QQQ TR | $752.04万 | 0.72% | 13,030 | -1 | -0.0% | -$577 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $773.29万 | 0.74% | 136,432 | 13,252 | 10.8% | $75.11万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $785.90万 | 0.75% | 15,729 | 1,171 | 8.0% | $58.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $827.93万 | 0.79% | 8,309 | -385 | -4.4% | -$38.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $858.75万 | 0.82% | 29,193 | -369 | -1.2% | -$10.85万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $925.43万 | 0.88% | 43,313 | 22,694 | 110.1% | $484.88万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $949.86万 | 0.90% | 19,325 | 6,484 | 50.5% | $318.70万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $984.39万 | 0.94% | 23,179 | 2,884 | 14.2% | $122.48万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $987.68万 | 0.94% | 197,971 | 6,296 | 3.3% | $31.41万 | 加仓 |
| SO | SOUTHERN CO | $1,008.56万 | 0.96% | 104,493 | 6,862 | 7.0% | $66.23万 | 加仓 |
| ABBV | ABBVIE INC | $1,075.55万 | 1.02% | 49,453 | 1,537 | 3.2% | $33.43万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,120.52万 | 1.07% | 80,399 | 4,053 | 5.3% | $56.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,146.53万 | 1.09% | 71,515 | 4,786 | 7.2% | $76.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,162.26万 | 1.11% | 33,863 | 2,278 | 7.2% | $78.19万 | 加仓 |
| V | VISA INC | $1,170.79万 | 1.11% | 38,737 | 1,728 | 4.7% | $52.23万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,193.25万 | 1.13% | 17,490 | 622 | 3.7% | $42.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,266.29万 | 1.20% | 26,425 | 2,211 | 9.1% | $105.95万 | 加仓 |
| WMT | WALMART INC | $1,345.78万 | 1.28% | 108,286 | 5,464 | 5.3% | $67.91万 | 加仓 |
| TJX | TJX COS INC NEW | $1,364.51万 | 1.30% | 85,442 | 2,796 | 3.4% | $44.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,425.50万 | 1.36% | 66,284 | 3,782 | 6.1% | $81.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,512.37万 | 1.44% | 205,373 | 30,793 | 17.6% | $226.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,607.07万 | 1.53% | 77,674 | 6,163 | 8.6% | $127.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,742.98万 | 1.66% | 131,150 | 7,930 | 6.4% | $105.39万 | 加仓 |
| — | EXXON MOBIL CORP | $1,799.88万 | 1.71% | 106,087 | 3,300 | 3.2% | $55.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,809.17万 | 1.72% | 194,786 | 7,540 | 4.0% | $70.03万 | 加仓 |
| LLY | ELI LILLY & CO | $1,830.90万 | 1.74% | 19,906 | 956 | 5.0% | $87.93万 | 加仓 |
| AMZN | AMAZON COM INC | $2,108.50万 | 2.01% | 101,239 | 6,101 | 6.4% | $127.07万 | 加仓 |
| AMLP | ALPS ETF TR | $2,236.47万 | 2.13% | 424,860 | 51,454 | 13.8% | $270.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,604.59万 | 2.48% | 149,346 | 2,272 | 1.5% | $39.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,674.65万 | 2.54% | 109,419 | 2,484 | 2.3% | $60.72万 | 加仓 |
| GOOGL | ALPHABET INC | $2,794.58万 | 2.66% | 97,182 | 2,633 | 2.8% | $75.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,021.98万 | 2.87% | 206,589 | 1,989 | 1.0% | $29.10万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3,040.66万 | 2.89% | 106,046 | 194 | 0.2% | $5.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,049.23万 | 2.90% | 82,374 | 3,012 | 3.8% | $111.49万 | 加仓 |
| AVGO | BROADCOM INC | $3,143.32万 | 2.99% | 101,558 | 8,650 | 9.3% | $267.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,174.20万 | 3.02% | 53,120 | -17,232 | -24.5% | -$1,029.70万 | 减仓 |
| AAPL | APPLE INC | $4,368.38万 | 4.16% | 172,126 | 2,095 | 1.2% | $53.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.01亿 | 9.60% | 1,026,359 | 0 | 0.0% | — | 不变 |