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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $1.01亿 | 9.60% | 1,026,359 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $4,368.38万 | 4.16% | 172,126 | 2,095 | 1.2% | $53.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,174.20万 | 3.02% | 53,120 | -17,232 | -24.5% | -$1,029.70万 | 减仓 |
| AVGO | BROADCOM INC | $3,143.32万 | 2.99% | 101,558 | 8,650 | 9.3% | $267.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,049.23万 | 2.90% | 82,374 | 3,012 | 3.8% | $111.49万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3,040.66万 | 2.89% | 106,046 | 194 | 0.2% | $5.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,021.98万 | 2.87% | 206,589 | 1,989 | 1.0% | $29.10万 | 加仓 |
| GOOGL | ALPHABET INC | $2,794.58万 | 2.66% | 97,182 | 2,633 | 2.8% | $75.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,674.65万 | 2.54% | 109,419 | 2,484 | 2.3% | $60.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,604.59万 | 2.48% | 149,346 | 2,272 | 1.5% | $39.62万 | 加仓 |
| AMLP | ALPS ETF TR | $2,236.47万 | 2.13% | 424,860 | 51,454 | 13.8% | $270.85万 | 加仓 |
| AMZN | AMAZON COM INC | $2,108.50万 | 2.01% | 101,239 | 6,101 | 6.4% | $127.07万 | 加仓 |
| LLY | ELI LILLY & CO | $1,830.90万 | 1.74% | 19,906 | 956 | 5.0% | $87.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,809.17万 | 1.72% | 194,786 | 7,540 | 4.0% | $70.03万 | 加仓 |
| — | EXXON MOBIL CORP | $1,799.88万 | 1.71% | 106,087 | 3,300 | 3.2% | $55.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,742.98万 | 1.66% | 131,150 | 7,930 | 6.4% | $105.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,607.07万 | 1.53% | 77,674 | 6,163 | 8.6% | $127.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,512.37万 | 1.44% | 205,373 | 30,793 | 17.6% | $226.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,425.50万 | 1.36% | 66,284 | 3,782 | 6.1% | $81.34万 | 加仓 |
| TJX | TJX COS INC NEW | $1,364.51万 | 1.30% | 85,442 | 2,796 | 3.4% | $44.65万 | 加仓 |
| WMT | WALMART INC | $1,345.78万 | 1.28% | 108,286 | 5,464 | 5.3% | $67.91万 | 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 |
| NOC | NORTHROP GRUMMAN CORP | $1,193.25万 | 1.13% | 17,490 | 622 | 3.7% | $42.44万 | 加仓 |
| V | VISA INC | $1,170.79万 | 1.11% | 38,737 | 1,728 | 4.7% | $52.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,162.26万 | 1.11% | 33,863 | 2,278 | 7.2% | $78.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,146.53万 | 1.09% | 71,515 | 4,786 | 7.2% | $76.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,120.52万 | 1.07% | 80,399 | 4,053 | 5.3% | $56.49万 | 加仓 |
| ABBV | ABBVIE INC | $1,075.55万 | 1.02% | 49,453 | 1,537 | 3.2% | $33.43万 | 加仓 |
| SO | SOUTHERN CO | $1,008.56万 | 0.96% | 104,493 | 6,862 | 7.0% | $66.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $987.68万 | 0.94% | 197,971 | 6,296 | 3.3% | $31.41万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $984.39万 | 0.94% | 23,179 | 2,884 | 14.2% | $122.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $949.86万 | 0.90% | 19,325 | 6,484 | 50.5% | $318.70万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $925.43万 | 0.88% | 43,313 | 22,694 | 110.1% | $484.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $858.75万 | 0.82% | 29,193 | -369 | -1.2% | -$10.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $827.93万 | 0.79% | 8,309 | -385 | -4.4% | -$38.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $785.90万 | 0.75% | 15,729 | 1,171 | 8.0% | $58.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $773.29万 | 0.74% | 136,432 | 13,252 | 10.8% | $75.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $752.04万 | 0.72% | 13,030 | -1 | -0.0% | -$577 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $744.39万 | 0.71% | 8,799 | 11 | 0.1% | $9,306 | 加仓 |
| PG | PROCTER & GAMBLE CO | $736.35万 | 0.70% | 50,980 | 212 | 0.4% | $3.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $717.91万 | 0.68% | 99,807 | 12,520 | 14.3% | $90.06万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $663.25万 | 0.63% | 105,697 | 11,613 | 12.3% | $72.87万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $650.10万 | 0.62% | 431,960 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $609.18万 | 0.58% | 21,236 | 920 | 4.5% | $26.39万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $573.36万 | 0.55% | 43,788 | 42,008 | 2,360.0% | $550.06万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $560.43万 | 0.53% | 20,366 | -2,007 | -9.0% | -$55.23万 | 减仓 |
| KLAC | KLA CORP | $544.65万 | 0.52% | 3,699 | 3,486 | 1,636.6% | $513.29万 | 加仓 |
| IWF | ISHARES TR | $535.69万 | 0.51% | 12,563 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $533.96万 | 0.51% | 90,440 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $525.15万 | 0.50% | 24,247 | 2,274 | 10.3% | $49.25万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $521.60万 | 0.50% | 56,505 | -15 | -0.0% | -$1,385 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $483.96万 | 0.46% | 82,153 | 82,153 | — | $483.96万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $429.48万 | 0.41% | 58,101 | 1,190 | 2.1% | $8.80万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $400.88万 | 0.38% | 52,008 | 7,765 | 17.6% | $59.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $397.71万 | 0.38% | 64,921 | -104 | -0.2% | -$6,371 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $397.27万 | 0.38% | 36,413 | 36,413 | — | $397.27万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $356.36万 | 0.34% | 50,541 | 46,569 | 1,172.4% | $328.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $343.06万 | 0.33% | 74,757 | -317,684 | -81.0% | -$1,457.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $332.26万 | 0.32% | 5,109 | -238 | -4.5% | -$15.48万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $332.10万 | 0.32% | 84,119 | 3,780 | 4.7% | $14.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $331.87万 | 0.32% | 9,032 | 59 | 0.7% | $2.17万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $320.06万 | 0.30% | 201,551 | 201,551 | — | $320.06万 | 新建仓 |
| XYZ | BLOCK INC | $316.13万 | 0.30% | 52,531 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $314.77万 | 0.30% | 27,829 | -408 | -1.4% | -$4.61万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $308.86万 | 0.29% | 87,150 | 285 | 0.3% | $1.01万 | 加仓 |
| META | META PLATFORMS INC | $298.89万 | 0.28% | 5,224 | 51 | 1.0% | $2.92万 | 加仓 |
| EMR | EMERSON ELEC CO | $290.01万 | 0.28% | 22,135 | 53 | 0.2% | $6,944 | 加仓 |
| RECS | COLUMBIA ETF TR I | $286.75万 | 0.27% | 73,564 | 3,562 | 5.1% | $13.88万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $273.53万 | 0.26% | 85,452 | -417 | -0.5% | -$1.33万 | 减仓 |
| BLK | BLACKROCK INC | $270.53万 | 0.26% | 2,813 | 67 | 2.4% | $6.44万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $268.09万 | 0.25% | 68,883 | 68,883 | — | $268.09万 | 新建仓 |
| HD | HOME DEPOT INC | $258.15万 | 0.25% | 7,849 | 927 | 13.4% | $30.49万 | 加仓 |
| IJH | ISHARES TR | $243.95万 | 0.23% | 36,125 | 12,068 | 50.2% | $81.50万 | 加仓 |
| C | CITIGROUP INC | $236.43万 | 0.22% | 20,847 | -924 | -4.2% | -$10.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $235.71万 | 0.22% | 11,887 | 46 | 0.4% | $9,121 | 加仓 |
| IVV | ISHARES TR | $229.36万 | 0.22% | 3,511 | -1,738 | -33.1% | -$113.54万 | 减仓 |
| IWD | ISHARES TR | $226.38万 | 0.22% | 10,595 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $224.50万 | 0.21% | 18,285 | 28 | 0.2% | $3,438 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $210.31万 | 0.20% | 8,080 | -20 | -0.2% | -$5,206 | 减仓 |
| DGRO | ISHARES TR | $202.90万 | 0.19% | 28,912 | -15,459 | -34.8% | -$108.49万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $198.19万 | 0.19% | 81,260 | -14,940 | -15.5% | -$36.44万 | 减仓 |
| AMGN | AMGEN INC | $197.14万 | 0.19% | 5,603 | -279 | -4.7% | -$9.82万 | 减仓 |
| NKE | NIKE INC | $190.06万 | 0.18% | 35,982 | -148 | -0.4% | -$7,817 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $187.60万 | 0.18% | 11,347 | 1,149 | 11.3% | $19.00万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $184.56万 | 0.18% | 24,112 | 727 | 3.1% | $5.56万 | 加仓 |
| CSCO | CISCO SYS INC | $177.90万 | 0.17% | 22,928 | 616 | 2.8% | $4.78万 | 加仓 |
| SRE | SEMPRA | $176.00万 | 0.17% | 18,113 | -127 | -0.7% | -$1.23万 | 减仓 |
| LIN | LINDE PLC | $169.75万 | 0.16% | 3,424 | -95 | -2.7% | -$4.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $162.89万 | 0.15% | 5,385 | -56 | -1.0% | -$1.69万 | 减仓 |
| PEP | PEPSICO INC | $162.00万 | 0.15% | 10,432 | -191 | -1.8% | -$2.97万 | 减仓 |
| NOBL | PROSHARES TR | $159.55万 | 0.15% | 15,050 | -290 | -1.9% | -$3.07万 | 减仓 |
| ORCL | ORACLE CORP | $157.50万 | 0.15% | 10,706 | -403 | -3.6% | -$5.93万 | 减仓 |
| IJR | ISHARES TR | $156.54万 | 0.15% | 12,593 | 688 | 5.8% | $8.55万 | 加仓 |
| BAC | BANK AMERICA CORP | $152.71万 | 0.15% | 31,325 | -379 | -1.2% | -$1.85万 | 减仓 |
| CAT | CATERPILLAR INC | $151.40万 | 0.14% | 2,137 | -4 | -0.2% | -$2,834 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $149.58万 | 0.14% | 4,426 | -38 | -0.9% | -$1.28万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $148.62万 | 0.14% | 13,549 | 474 | 3.6% | $5.20万 | 加仓 |
| ETN | EATON CORP PLC | $146.11万 | 0.14% | 4,085 | 10 | 0.2% | $3,577 | 加仓 |
| MCD | MCDONALDS CORP | $144.39万 | 0.14% | 4,646 | -27 | -0.6% | -$8,391 | 减仓 |
| UL | UNILEVER PLC | $143.51万 | 0.14% | 25,191 | -405 | -1.6% | -$2.31万 | 减仓 |