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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $1.10亿 | 8.92% | 1,023,838 | -2,521 | -0.2% | -$27.10万 | 减仓 |
| AAPL | APPLE INC | $4,966.92万 | 4.02% | 171,652 | -474 | -0.3% | -$13.72万 | 减仓 |
| GOOGL | ALPHABET INC | $4,307.81万 | 3.49% | 120,542 | 23,360 | 24.0% | $834.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,295.13万 | 3.48% | 62,537 | 9,417 | 17.7% | $646.77万 | 加仓 |
| AVGO | BROADCOM INC | $4,273.69万 | 3.46% | 113,135 | 11,577 | 11.4% | $437.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,608.86万 | 2.92% | 180,362 | 31,016 | 20.8% | $620.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,450.99万 | 2.80% | 92,515 | 10,141 | 12.3% | $378.28万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3,161.91万 | 2.56% | 105,838 | -208 | -0.2% | -$6.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,947.40万 | 2.39% | 86,429 | 14,914 | 20.9% | $508.60万 | 加仓 |
| AMZN | AMAZON COM INC | $2,847.00万 | 2.31% | 119,451 | 18,212 | 18.0% | $434.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,767.99万 | 2.24% | 108,989 | -430 | -0.4% | -$10.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,527.97万 | 2.05% | 132,688 | 1,538 | 1.2% | $29.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,431.07万 | 1.97% | 208,372 | 1,783 | 0.9% | $20.80万 | 加仓 |
| LLY | ELI LILLY & CO | $2,419.27万 | 1.96% | 20,170 | 264 | 1.3% | $31.67万 | 加仓 |
| AMLP | ALPS ETF TR | $2,326.22万 | 1.88% | 448,645 | 23,785 | 5.6% | $123.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,958.75万 | 1.59% | 45,202 | 1,889 | 4.4% | $81.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,726.32万 | 1.40% | 196,687 | 1,901 | 1.0% | $16.69万 | 加仓 |
| SOXX | ISHARES TR | $1,690.59万 | 1.37% | 26,384 | 26,384 | — | $1,690.59万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,673.83万 | 1.36% | 47,251 | 13,388 | 39.5% | $474.26万 | 加仓 |
| — | EXXON MOBIL CORP | $1,452.83万 | 1.18% | 106,263 | 176 | 0.2% | $2.41万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,445.81万 | 1.17% | 25,790 | 2,611 | 11.3% | $146.38万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,434.23万 | 1.16% | 84,426 | 66,141 | 361.7% | $1,123.60万 | 加仓 |
| V | VISA INC | $1,354.75万 | 1.10% | 39,487 | 750 | 1.9% | $25.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,348.00万 | 1.09% | 26,939 | 514 | 1.9% | $25.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,331.91万 | 1.08% | 80,352 | 2,678 | 3.4% | $44.39万 | 加仓 |
| TJX | TJX COS INC NEW | $1,306.79万 | 1.06% | 86,256 | 814 | 1.0% | $12.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,304.91万 | 1.06% | 27,324 | 22,898 | 517.4% | $1,093.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,301.63万 | 1.05% | 177,309 | -28,064 | -13.7% | -$206.02万 | 减仓 |
| WMT | WALMART INC | $1,234.41万 | 1.00% | 108,989 | 703 | 0.6% | $7.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,221.70万 | 0.99% | 51,631 | -14,653 | -22.1% | -$346.72万 | 减仓 |
| KLAC | KLA CORP | $1,192.15万 | 0.97% | 39,513 | 2,523 | 6.8% | $76.12万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,094.93万 | 0.89% | 216,474 | 18,503 | 9.3% | $93.59万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,026.87万 | 0.83% | 81,278 | 879 | 1.1% | $11.11万 | 加仓 |
| SO | SOUTHERN CO | $1,014.47万 | 0.82% | 105,995 | 1,502 | 1.4% | $14.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,003.47万 | 0.81% | 13,627 | 597 | 4.6% | $43.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $946.65万 | 0.77% | 28,920 | -273 | -0.9% | -$8.94万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $892.40万 | 0.72% | 17,522 | 32 | 0.2% | $1.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $888.39万 | 0.72% | 8,784 | -15 | -0.2% | -$1.52万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $832.70万 | 0.67% | 16,213 | 484 | 3.1% | $24.86万 | 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 |
| CB | CHUBB LIMITED | $765.75万 | 0.62% | 22,473 | 21,266 | 1,761.9% | $724.62万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $755.94万 | 0.61% | 104,759 | 4,952 | 5.0% | $35.73万 | 加仓 |
| GOOG | ALPHABET INC | $753.69万 | 0.61% | 21,331 | 95 | 0.4% | $3.36万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $750.30万 | 0.61% | 432,450 | 490 | 0.1% | $8,502 | 加仓 |
| PG | PROCTER & GAMBLE CO | $749.26万 | 0.61% | 51,095 | 115 | 0.2% | $1.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $739.68万 | 0.60% | 7,907 | -402 | -4.8% | -$37.61万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $727.96万 | 0.59% | 89,994 | 7,841 | 9.5% | $63.43万 | 加仓 |
| P | EVERPURE INC | $712.92万 | 0.58% | 90,484 | 44 | 0.0% | $3,467 | 加仓 |
| ABBV | ABBVIE INC | $673.57万 | 0.55% | 26,767 | -22,686 | -45.9% | -$570.88万 | 减仓 |
| NOW | SERVICENOW INC | $648.55万 | 0.53% | 65,325 | 65,325 | — | $648.55万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $623.12万 | 0.50% | 49,227 | 5,439 | 12.4% | $68.85万 | 加仓 |
| IWF | ISHARES TR | $622.94万 | 0.50% | 50,168 | -84 | -0.2% | -$1.04万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $619.66万 | 0.50% | 19,515 | -851 | -4.2% | -$27.02万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $520.04万 | 0.42% | 56,471 | -34 | -0.1% | -$3,131 | 减仓 |
| META | META PLATFORMS INC | $480.84万 | 0.39% | 8,536 | 3,312 | 63.4% | $186.57万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $464.26万 | 0.38% | 59,217 | 1,116 | 1.9% | $8.75万 | 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 |
| MGK | VANGUARD WORLD FD | $399.92万 | 0.32% | 45,492 | 332 | 0.7% | $2.92万 | 加仓 |
| XYZ | BLOCK INC | $399.24万 | 0.32% | 52,531 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $382.73万 | 0.31% | 27,829 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $382.57万 | 0.31% | 83,621 | -498 | -0.6% | -$2.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $347.78万 | 0.28% | 65,483 | 562 | 0.9% | $2.98万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $341.59万 | 0.28% | 68,509 | 17,968 | 35.6% | $89.59万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $326.44万 | 0.26% | 75,425 | 1,861 | 2.5% | $8.05万 | 加仓 |
| EMR | EMERSON ELEC CO | $317.44万 | 0.26% | 22,175 | 40 | 0.2% | $5,726 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $310.00万 | 0.25% | 68,373 | -6,384 | -8.5% | -$28.95万 | 减仓 |
| ALB | ALBEMARLE CORP | $293.12万 | 0.24% | 21,708 | 21,708 | — | $293.12万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $290.54万 | 0.24% | 85,452 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $284.35万 | 0.23% | 20,316 | -531 | -2.5% | -$7.43万 | 减仓 |
| IJH | ISHARES TR | $282.82万 | 0.23% | 36,677 | 552 | 1.5% | $4.26万 | 加仓 |
| CSCO | CISCO SYS INC | $269.78万 | 0.22% | 22,968 | 40 | 0.2% | $4,698 | 加仓 |
| BLK | BLACKROCK INC | $269.14万 | 0.22% | 2,799 | -14 | -0.5% | -$1.35万 | 减仓 |
| HD | HOME DEPOT INC | $266.87万 | 0.22% | 7,567 | -282 | -3.6% | -$9.95万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $263.60万 | 0.21% | 87,370 | 220 | 0.3% | $6,637 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $263.56万 | 0.21% | 3,140 | 94 | 3.1% | $7.89万 | 加仓 |
| IWD | ISHARES TR | $256.85万 | 0.21% | 10,595 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $255.97万 | 0.21% | 68,883 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $240.41万 | 0.19% | 28,799 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $229.17万 | 0.19% | 2,152 | 15 | 0.7% | $1.60万 | 加仓 |
| DGRO | ISHARES TR | $225.06万 | 0.18% | 29,695 | 783 | 2.7% | $5.93万 | 加仓 |
| IVV | ISHARES TR | $221.55万 | 0.18% | 2,958 | -553 | -15.8% | -$41.42万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $218.54万 | 0.18% | 8,080 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $216.28万 | 0.18% | 24,611 | 499 | 2.1% | $4.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $199.69万 | 0.16% | 1,730 | -590 | -25.4% | -$68.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $199.24万 | 0.16% | 11,013 | -334 | -2.9% | -$6.04万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $195.06万 | 0.16% | 3,940 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $190.79万 | 0.15% | 12,864 | 271 | 2.2% | $4.02万 | 加仓 |
| AMGN | AMGEN INC | $190.69万 | 0.15% | 5,266 | -337 | -6.0% | -$12.20万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $182.49万 | 0.15% | 5,395 | 10 | 0.2% | $3,383 | 加仓 |
| BAC | BANK OF AMER CORP | $179.81万 | 0.15% | 31,557 | 232 | 0.7% | $1.32万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $177.70万 | 0.14% | 13,904 | 355 | 2.6% | $4.54万 | 加仓 |
| ETN | EATON CORP PLC | $174.75万 | 0.14% | 4,101 | 16 | 0.4% | $6,818 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $168.78万 | 0.14% | 1,749 | -13 | -0.7% | -$1.25万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $167.22万 | 0.14% | 22,000 | 1,823 | 9.0% | $13.86万 | 加仓 |
| CLS | CELESTICA INC | $166.97万 | 0.14% | 4,577 | 168 | 3.8% | $6.13万 | 加仓 |
| NOBL | PROSHARES TR | $162.17万 | 0.13% | 28,876 | -1,224 | -4.1% | -$6.87万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $154.85万 | 0.13% | 82,060 | 800 | 1.0% | $1.51万 | 加仓 |
| LIN | LINDE PLC | $153.97万 | 0.12% | 2,967 | -457 | -13.3% | -$23.72万 | 减仓 |
| SRE | SEMPRA | $151.96万 | 0.12% | 16,391 | -1,722 | -9.5% | -$15.96万 | 减仓 |
| TSLA | TESLA INC | $150.41万 | 0.12% | 3,576 | -170 | -4.5% | -$7.15万 | 减仓 |