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 |
|---|---|---|---|---|---|---|---|---|
| P | EVERPURE INC | $712.92万 | 0.58% | 90,484 | 44 | 0.0% | $3,467 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $727.96万 | 0.59% | 89,994 | 7,841 | 9.5% | $63.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $739.68万 | 0.60% | 7,907 | -402 | -4.8% | -$37.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $749.26万 | 0.61% | 51,095 | 115 | 0.2% | $1.69万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $750.30万 | 0.61% | 432,450 | 490 | 0.1% | $8,502 | 加仓 |
| GOOG | ALPHABET INC | $753.69万 | 0.61% | 21,331 | 95 | 0.4% | $3.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $755.94万 | 0.61% | 104,759 | 4,952 | 5.0% | $35.73万 | 加仓 |
| CB | CHUBB LIMITED | $765.75万 | 0.62% | 22,473 | 21,266 | 1,761.9% | $724.62万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $801.48万 | 0.65% | 141,906 | 5,474 | 4.0% | $30.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $832.70万 | 0.67% | 16,213 | 484 | 3.1% | $24.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $888.39万 | 0.72% | 8,784 | -15 | -0.2% | -$1.52万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $892.40万 | 0.72% | 17,522 | 32 | 0.2% | $1.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $946.65万 | 0.77% | 28,920 | -273 | -0.9% | -$8.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,003.47万 | 0.81% | 13,627 | 597 | 4.6% | $43.96万 | 加仓 |
| SO | SOUTHERN CO | $1,014.47万 | 0.82% | 105,995 | 1,502 | 1.4% | $14.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,026.87万 | 0.83% | 81,278 | 879 | 1.1% | $11.11万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,094.93万 | 0.89% | 216,474 | 18,503 | 9.3% | $93.59万 | 加仓 |
| KLAC | KLA CORP | $1,192.15万 | 0.97% | 39,513 | 2,523 | 6.8% | $76.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,221.70万 | 0.99% | 51,631 | -14,653 | -22.1% | -$346.72万 | 减仓 |
| WMT | WALMART INC | $1,234.41万 | 1.00% | 108,989 | 703 | 0.6% | $7.96万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,301.63万 | 1.05% | 177,309 | -28,064 | -13.7% | -$206.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,304.91万 | 1.06% | 27,324 | 22,898 | 517.4% | $1,093.54万 | 加仓 |
| TJX | TJX COS INC NEW | $1,306.79万 | 1.06% | 86,256 | 814 | 1.0% | $12.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,331.91万 | 1.08% | 80,352 | 2,678 | 3.4% | $44.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,348.00万 | 1.09% | 26,939 | 514 | 1.9% | $25.72万 | 加仓 |
| V | VISA INC | $1,354.75万 | 1.10% | 39,487 | 750 | 1.9% | $25.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,434.23万 | 1.16% | 84,426 | 66,141 | 361.7% | $1,123.60万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,445.81万 | 1.17% | 25,790 | 2,611 | 11.3% | $146.38万 | 加仓 |
| — | EXXON MOBIL CORP | $1,452.83万 | 1.18% | 106,263 | 176 | 0.2% | $2.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,673.83万 | 1.36% | 47,251 | 13,388 | 39.5% | $474.26万 | 加仓 |
| SOXX | ISHARES TR | $1,690.59万 | 1.37% | 26,384 | 26,384 | — | $1,690.59万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $1,726.32万 | 1.40% | 196,687 | 1,901 | 1.0% | $16.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,958.75万 | 1.59% | 45,202 | 1,889 | 4.4% | $81.86万 | 加仓 |
| AMLP | ALPS ETF TR | $2,326.22万 | 1.88% | 448,645 | 23,785 | 5.6% | $123.33万 | 加仓 |
| LLY | ELI LILLY & CO | $2,419.27万 | 1.96% | 20,170 | 264 | 1.3% | $31.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,431.07万 | 1.97% | 208,372 | 1,783 | 0.9% | $20.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,527.97万 | 2.05% | 132,688 | 1,538 | 1.2% | $29.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,767.99万 | 2.24% | 108,989 | -430 | -0.4% | -$10.92万 | 减仓 |
| AMZN | AMAZON COM INC | $2,847.00万 | 2.31% | 119,451 | 18,212 | 18.0% | $434.06万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,947.40万 | 2.39% | 86,429 | 14,914 | 20.9% | $508.60万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3,161.91万 | 2.56% | 105,838 | -208 | -0.2% | -$6.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,450.99万 | 2.80% | 92,515 | 10,141 | 12.3% | $378.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,608.86万 | 2.92% | 180,362 | 31,016 | 20.8% | $620.60万 | 加仓 |
| AVGO | BROADCOM INC | $4,273.69万 | 3.46% | 113,135 | 11,577 | 11.4% | $437.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,295.13万 | 3.48% | 62,537 | 9,417 | 17.7% | $646.77万 | 加仓 |
| GOOGL | ALPHABET INC | $4,307.81万 | 3.49% | 120,542 | 23,360 | 24.0% | $834.82万 | 加仓 |
| AAPL | APPLE INC | $4,966.92万 | 4.02% | 171,652 | -474 | -0.3% | -$13.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.10亿 | 8.92% | 1,023,838 | -2,521 | -0.2% | -$27.10万 | 减仓 |