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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $141.40万 | 0.13% | 3,940 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $139.26万 | 0.13% | 3,746 | -174 | -4.4% | -$6.47万 | 减仓 |
| MRK | MERCK & CO INC | $138.71万 | 0.13% | 11,531 | 179 | 1.6% | $2.15万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $133.51万 | 0.13% | 28,799 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $132.86万 | 0.13% | 6,539 | 333 | 5.4% | $6.77万 | 加仓 |
| LOW | LOWES COS INC | $130.45万 | 0.12% | 5,521 | -102 | -1.8% | -$2.41万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $130.32万 | 0.12% | 29,259 | 29,259 | — | $130.32万 | 新建仓 |
| RTX | RTX CORPORATION | $124.71万 | 0.12% | 6,465 | -166 | -2.5% | -$3.20万 | 减仓 |
| CLS | CELESTICA INC | $124.19万 | 0.12% | 4,409 | 3 | 0.1% | $845 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $124.05万 | 0.12% | 3,046 | 331 | 12.2% | $13.48万 | 加仓 |
| KO | COCA COLA CO | $120.41万 | 0.11% | 15,833 | -40 | -0.3% | -$3,042 | 减仓 |
| AR | ANTERO RESOURCES CORP | $119.80万 | 0.11% | 28,229 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $119.25万 | 0.11% | 1,973 | -14,798 | -88.2% | -$894.38万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $115.37万 | 0.11% | 4,020 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $112.99万 | 0.11% | 4,999 | -196 | -3.8% | -$4.43万 | 减仓 |
| AME | AMETEK INC | $106.75万 | 0.10% | 4,980 | -65 | -1.3% | -$1.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $103.38万 | 0.10% | 4,265 | -34 | -0.8% | -$8,241 | 减仓 |
| TM | TOYOTA MOTOR CORP | $103.05万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $101.26万 | 0.10% | 15,802 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $99.86万 | 0.09% | 2,509 | 56 | 2.3% | $2.23万 | 加仓 |
| BBY | BEST BUY INC | $99.66万 | 0.09% | 15,524 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $99.01万 | 0.09% | 4,569 | -18 | -0.4% | -$3,901 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $97.31万 | 0.09% | 7,777 | -320 | -4.0% | -$4.00万 | 减仓 |
| SYK | STRYKER CORPORATION | $96.44万 | 0.09% | 2,935 | -409 | -12.2% | -$13.44万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $95.89万 | 0.09% | 10,364 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $94.50万 | 0.09% | 26,097 | 283 | 1.1% | $1.02万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $92.53万 | 0.09% | 10,856 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $90.89万 | 0.09% | 2,181 | -75 | -3.3% | -$3.13万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $89.75万 | 0.09% | 2,800 | -159 | -5.4% | -$5.10万 | 减仓 |
| HDV | ISHARES TR | $89.50万 | 0.09% | 6,595 | 316 | 5.0% | $4.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $88.28万 | 0.08% | 4,547 | 177 | 4.1% | $3.44万 | 加仓 |
| PGR | PROGRESSIVE CORP | $87.44万 | 0.08% | 4,411 | 119 | 2.8% | $2.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $87.28万 | 0.08% | 8,501 | -1,863 | -18.0% | -$19.13万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $86.98万 | 0.08% | 4,254 | 931 | 28.0% | $19.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.32万 | 0.08% | 3,257 | 832 | 34.3% | $21.79万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $85.29万 | 0.08% | 9,050 | 9,050 | — | $85.29万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $84.54万 | 0.08% | 613 | -3 | -0.5% | -$4,137 | 减仓 |
| RY | ROYAL BK CDA | $82.88万 | 0.08% | 5,123 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $82.80万 | 0.08% | 8,516 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $82.27万 | 0.08% | 2,586 | -383 | -12.9% | -$12.18万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $81.87万 | 0.08% | 13,929 | -421 | -2.9% | -$2.47万 | 减仓 |
| EFAV | ISHARES TR | $81.50万 | 0.08% | 8,920 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $80.95万 | 0.08% | 7,538 | -41 | -0.5% | -$4,403 | 减仓 |
| VTI | VANGUARD INDEX FDS | $79.91万 | 0.08% | 2,491 | 29 | 1.2% | $9,303 | 加仓 |
| GLD | SPDR GOLD TR | $79.86万 | 0.08% | 1,856 | 151 | 8.9% | $6.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $78.38万 | 0.07% | 2,320 | 475 | 25.7% | $16.05万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $77.22万 | 0.07% | 12,328 | 4,884 | 65.6% | $30.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $74.05万 | 0.07% | 3,409 | 874 | 34.5% | $18.99万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.97万 | 0.07% | 3,802 | 2,340 | 160.1% | $44.91万 | 加仓 |
| FISV | FISERV INC | $72.23万 | 0.07% | 12,945 | 15 | 0.1% | $837 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $70.04万 | 0.07% | 7,818 | 187 | 2.5% | $1.68万 | 加仓 |
| KKR | KKR & CO INC | $69.47万 | 0.07% | 7,510 | -64 | -0.8% | -$5,920 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.03万 | 0.07% | 1,762 | 20 | 1.1% | $7,835 | 加仓 |
| URI | UNITED RENTALS INC | $68.41万 | 0.07% | 939 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $68.41万 | 0.07% | 8,593 | 858 | 11.1% | $6.83万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $68.09万 | 0.06% | 4,644 | 29 | 0.6% | $4,252 | 加仓 |
| PLD | PROLOGIS INC. | $66.71万 | 0.06% | 5,047 | -470 | -8.5% | -$6.21万 | 减仓 |
| AGX | ARGAN INC | $66.62万 | 0.06% | 1,223 | -8 | -0.6% | -$4,358 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $65.11万 | 0.06% | 4,967 | 113 | 2.3% | $1.48万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $64.89万 | 0.06% | 5,339 | 5 | 0.1% | $608 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $63.69万 | 0.06% | 28,597 | -472 | -1.6% | -$1.05万 | 减仓 |
| SPGI | S&P GLOBAL INC | $62.15万 | 0.06% | 1,461 | -248 | -14.5% | -$10.55万 | 减仓 |
| BX | BLACKSTONE INC | $61.67万 | 0.06% | 5,363 | 662 | 14.1% | $7.61万 | 加仓 |
| NUE | NUCOR CORP | $61.43万 | 0.06% | 3,633 | -420 | -10.4% | -$7.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $59.74万 | 0.06% | 1,748 | 82 | 4.9% | $2.80万 | 加仓 |
| WELL | WELLTOWER INC | $59.67万 | 0.06% | 3,018 | -217 | -6.7% | -$4.29万 | 减仓 |
| PWR | QUANTA SVCS INC | $59.57万 | 0.06% | 1,085 | -22 | -2.0% | -$1.21万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $59.05万 | 0.06% | 2,081 | 7 | 0.3% | $1,986 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.58万 | 0.06% | 11,688 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $57.25万 | 0.05% | 2,711 | -214 | -7.3% | -$4.52万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $57.10万 | 0.05% | 4,973 | 1,809 | 57.2% | $20.77万 | 加仓 |
| TFLO | ISHARES TR | $56.70万 | 0.05% | 11,199 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $56.51万 | 0.05% | 2,725 | -49 | -1.8% | -$1.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.34万 | 0.05% | 2,082 | -125 | -5.7% | -$3.38万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.73万 | 0.05% | 1,209 | -89 | -6.9% | -$4.10万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $54.13万 | 0.05% | 47,862 | 6,545 | 15.8% | $7.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $53.99万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $52.96万 | 0.05% | 759 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.81万 | 0.05% | 1,818 | -254 | -12.3% | -$7.38万 | 减仓 |
| MET | METLIFE INC | $52.43万 | 0.05% | 7,414 | -732 | -9.0% | -$5.18万 | 减仓 |
| GRMN | GARMIN LTD | $51.74万 | 0.05% | 2,230 | -293 | -11.6% | -$6.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.53万 | 0.05% | 1,320 | 114 | 9.5% | $4.45万 | 加仓 |
| MCO | MOODYS CORP | $51.40万 | 0.05% | 1,178 | -41 | -3.4% | -$1.79万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $50.98万 | 0.05% | 5,952 | -101 | -1.7% | -$8,652 | 减仓 |
| GE | GE AEROSPACE | $49.80万 | 0.05% | 1,755 | -74 | -4.0% | -$2.10万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $49.32万 | 0.05% | 2,494 | -683 | -21.5% | -$13.51万 | 减仓 |
| NFLX | NETFLIX INC. | $48.65万 | 0.05% | 5,060 | -177 | -3.4% | -$1.70万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $48.58万 | 0.05% | 2,696 | -234 | -8.0% | -$4.22万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $48.51万 | 0.05% | 29,225 | 5,585 | 23.6% | $9.27万 | 加仓 |
| BURL | BURLINGTON STORES INC | $47.57万 | 0.05% | 1,462 | 356 | 32.2% | $11.58万 | 加仓 |
| IEFA | ISHARES TR | $46.73万 | 0.04% | 5,162 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $46.53万 | 0.04% | 2,236 | -13 | -0.6% | -$2,705 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $45.79万 | 0.04% | 6,827 | -15 | -0.2% | -$1,006 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.60万 | 0.04% | 1,633 | -273 | -14.3% | -$7.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.30万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $45.23万 | 0.04% | 7,847 | -1,803 | -18.7% | -$10.39万 | 减仓 |
| CCJ | CAMECO CORP | $45.02万 | 0.04% | 4,145 | 4,145 | — | $45.02万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $45.02万 | 0.04% | 4,882 | 880 | 22.0% | $8.11万 | 加仓 |
| LYFT | LYFT INC | $44.53万 | 0.04% | 33,482 | 33,482 | — | $44.53万 | 新建仓 |