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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $147.90万 | 0.12% | 10,092 | -614 | -5.7% | -$9.00万 | 减仓 |
| NKE | NIKE INC | $147.64万 | 0.12% | 35,967 | -15 | -0.0% | -$616 | 减仓 |
| UL | UNILEVER PLC | $144.08万 | 0.12% | 23,965 | -1,226 | -4.9% | -$7.37万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $141.09万 | 0.11% | 11,338 | -549 | -4.6% | -$6.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $138.10万 | 0.11% | 2,755 | -16,570 | -85.7% | -$830.61万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $134.51万 | 0.11% | 29,911 | 652 | 2.2% | $2.93万 | 加仓 |
| PEP | PEPSICO INC | $134.38万 | 0.11% | 9,925 | -507 | -4.9% | -$6.86万 | 减仓 |
| TXN | TEXAS INSTRS INC | $134.16万 | 0.11% | 4,501 | -46 | -1.0% | -$1.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $133.50万 | 0.11% | 5,961 | -578 | -8.8% | -$12.94万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.96万 | 0.11% | 3,593 | 1,102 | 44.2% | $40.78万 | 加仓 |
| MRK | MERCK & CO INC | $130.87万 | 0.11% | 10,184 | -1,347 | -11.7% | -$17.31万 | 减仓 |
| APP | APPLOVIN CORP | $129.73万 | 0.11% | 2,518 | 9 | 0.4% | $4,637 | 加仓 |
| AMAT | APPLIED MATLS INC | $129.71万 | 0.11% | 1,794 | 46 | 2.6% | $3.33万 | 加仓 |
| FIX | COMFORT SYS USA INC | $127.84万 | 0.10% | 645 | 32 | 5.2% | $6.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $126.21万 | 0.10% | 4,012 | -8 | -0.2% | -$2,517 | 减仓 |
| MOD | MODINE MFG CO | $125.55万 | 0.10% | 4,702 | 133 | 2.9% | $3.55万 | 加仓 |
| MCD | MCDONALDS CORP | $125.45万 | 0.10% | 4,641 | -5 | -0.1% | -$1,352 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $123.20万 | 0.10% | 27,112 | 1,015 | 3.9% | $4.61万 | 加仓 |
| RTX | RTX CORPORATION | $121.66万 | 0.10% | 6,412 | -53 | -0.8% | -$1.01万 | 减仓 |
| RDDT | REDDIT INC | $120.43万 | 0.10% | 6,938 | 4,911 | 242.3% | $85.25万 | 加仓 |
| AME | AMETEK INC | $119.45万 | 0.10% | 4,937 | -43 | -0.9% | -$1.04万 | 减仓 |
| BBY | BEST BUY INC | $117.76万 | 0.10% | 15,519 | -5 | -0.0% | -$379 | 减仓 |
| KO | COCA COLA CO | $116.25万 | 0.09% | 14,304 | -1,529 | -9.7% | -$12.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.29万 | 0.09% | 16,181 | 379 | 2.4% | $2.70万 | 加仓 |
| LOW | LOWES COS INC | $114.81万 | 0.09% | 5,207 | -314 | -5.7% | -$6.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $111.33万 | 0.09% | 3,673 | 416 | 12.8% | $12.61万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $108.66万 | 0.09% | 7,658 | -119 | -1.5% | -$1.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.60万 | 0.09% | 3,862 | -403 | -9.4% | -$11.33万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $107.45万 | 0.09% | 10,756 | 392 | 3.8% | $3.92万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.53万 | 0.09% | 1,396 | 76 | 5.8% | $5.80万 | 加仓 |
| URI | UNITED RENTALS INC | $106.38万 | 0.09% | 939 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $106.03万 | 0.09% | 5,123 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $101.51万 | 0.08% | 1,271 | 48 | 3.9% | $3.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.74万 | 0.08% | 2,051 | -130 | -6.0% | -$6.39万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $99.20万 | 0.08% | 28,229 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $98.22万 | 0.08% | 2,473 | -113 | -4.4% | -$4.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $97.14万 | 0.08% | 10,595 | -261 | -2.4% | -$2.39万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $95.82万 | 0.08% | 2,783 | -17 | -0.6% | -$5,853 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $95.50万 | 0.08% | 9,725 | 675 | 7.5% | $6.63万 | 加仓 |
| PGR | PROGRESSIVE CORP | $94.89万 | 0.08% | 4,344 | -67 | -1.5% | -$1.46万 | 减仓 |
| IWR | ISHARES TR | $93.95万 | 0.08% | 8,516 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $93.23万 | 0.08% | 4,790 | 536 | 12.6% | $10.43万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $92.97万 | 0.08% | 3,826 | 417 | 12.2% | $10.13万 | 加仓 |
| HDV | ISHARES TR | $90.40万 | 0.07% | 32,980 | 5 | 0.0% | $137 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $87.60万 | 0.07% | 13,929 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $86.00万 | 0.07% | 2,069 | -13 | -0.6% | -$5,403 | 减仓 |
| TM | TOYOTA MOTOR CORP | $84.21万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $82.59万 | 0.07% | 7,256 | -282 | -3.7% | -$3.21万 | 减仓 |
| SYK | STRYKER CORPORATION | $82.58万 | 0.07% | 2,623 | -312 | -10.6% | -$9.82万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $82.01万 | 0.07% | 3,854 | 52 | 1.4% | $1.11万 | 加仓 |
| NUE | NUCOR CORP | $80.93万 | 0.07% | 3,633 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $78.41万 | 0.06% | 1,539 | -434 | -22.0% | -$22.11万 | 减仓 |
| EFAV | ISHARES TR | $78.24万 | 0.06% | 8,920 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $78.12万 | 0.06% | 1,085 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $77.28万 | 0.06% | 5,619 | 646 | 13.0% | $8.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.09万 | 0.06% | 1,327 | -63 | -4.5% | -$3.66万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $76.28万 | 0.06% | 22,002 | 3,970 | 22.0% | $13.76万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $76.10万 | 0.06% | 13,570 | 1,242 | 10.1% | $6.97万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $72.19万 | 0.06% | 7,064 | -754 | -9.6% | -$7.71万 | 减仓 |
| VGT | VANGUARD WORLD FD | $70.76万 | 0.06% | 5,920 | -152 | -2.5% | -$1.82万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $70.72万 | 0.06% | 5,169 | 202 | 4.1% | $2.76万 | 加仓 |
| GE | GE AEROSPACE | $69.22万 | 0.06% | 1,852 | 97 | 5.5% | $3.63万 | 加仓 |
| KKR | KKR & CO INC | $68.93万 | 0.06% | 7,510 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $68.66万 | 0.06% | 8,308 | -285 | -3.3% | -$2.36万 | 减仓 |
| PLD | PROLOGIS INC. | $68.31万 | 0.06% | 5,042 | -5 | -0.1% | -$677 | 减仓 |
| GLD | SPDR GOLD TR | $68.30万 | 0.06% | 1,854 | -2 | -0.1% | -$737 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $67.75万 | 0.05% | 46,278 | -1,584 | -3.3% | -$2.32万 | 减仓 |
| WELL | WELLTOWER INC | $67.23万 | 0.05% | 2,962 | -56 | -1.9% | -$1.27万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $67.10万 | 0.05% | 5,339 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $67.08万 | 0.05% | 2,922 | -21,325 | -87.9% | -$489.56万 | 减仓 |
| ALL | ALLSTATE CORP | $67.07万 | 0.05% | 2,819 | 94 | 3.4% | $2.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $66.66万 | 0.05% | 2,991 | 1,680 | 128.1% | $37.44万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $64.26万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $63.69万 | 0.05% | 28,597 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $63.54万 | 0.05% | 12,955 | 10 | 0.1% | $491 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $62.80万 | 0.05% | 5,618 | -334 | -5.6% | -$3.73万 | 减仓 |
| IVE | ISHARES TR | $61.56万 | 0.05% | 2,711 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $60.86万 | 0.05% | 4,263 | 511 | 13.6% | $7.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.65万 | 0.05% | 6,574 | -1,927 | -22.7% | -$17.49万 | 减仓 |
| USFD | US FOODS HLDG CORP | $59.20万 | 0.05% | 5,790 | 908 | 18.6% | $9.28万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.62万 | 0.05% | 11,688 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $58.59万 | 0.05% | 6,732 | -95 | -1.4% | -$8,269 | 减仓 |
| VUG | VANGUARD INDEX FDS | $57.64万 | 0.05% | 6,692 | 470 | 7.6% | $4.05万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $57.64万 | 0.05% | 2,351 | 293 | 14.2% | $7.18万 | 加仓 |
| GEV | GE VERNOVA INC | $56.83万 | 0.05% | 484 | 93 | 23.8% | $10.92万 | 加仓 |
| TFLO | ISHARES TR | $56.70万 | 0.05% | 11,199 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $56.21万 | 0.05% | 3,543 | -1,101 | -23.7% | -$17.47万 | 减仓 |
| HON | HONEYWELL INTL INC | $56.11万 | 0.05% | 2,506 | -2,493 | -49.9% | -$55.82万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $55.40万 | 0.04% | 2,506 | 2,506 | — | $55.40万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $55.33万 | 0.04% | 7,996 | 1,238 | 18.3% | $8.57万 | 加仓 |
| PKG | PACKAGING CORP AMER | $55.26万 | 0.04% | 2,319 | 295 | 14.6% | $7.03万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.88万 | 0.04% | 2,229 | -7 | -0.3% | -$1,724 | 减仓 |
| INTC | INTEL CORP | $54.57万 | 0.04% | 3,908 | 3,908 | — | $54.57万 | 新建仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $54.01万 | 0.04% | 29,243 | 18 | 0.1% | $332 | 加仓 |
| BX | BLACKSTONE INC | $53.68万 | 0.04% | 4,562 | -801 | -14.9% | -$9.43万 | 减仓 |
| BURL | BURLINGTON STORES INC | $52.97万 | 0.04% | 1,672 | 210 | 14.4% | $6.65万 | 加仓 |
| MCO | MOODYS CORP | $52.73万 | 0.04% | 1,164 | -14 | -1.2% | -$6,342 | 减仓 |
| IEMG | ISHARES INC | $52.52万 | 0.04% | 6,340 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $52.19万 | 0.04% | 17,380 | 2,500 | 16.8% | $7.51万 | 加仓 |