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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $44.22万 | 0.04% | 6,340 | -364 | -5.4% | -$2.54万 | 减仓 |
| UNP | UNION PAC CORP | $43.28万 | 0.04% | 1,784 | -297 | -14.3% | -$7.21万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.02万 | 0.04% | 1,964 | -60 | -3.0% | -$1.31万 | 减仓 |
| PKG | PACKAGING CORP AMER | $42.96万 | 0.04% | 2,024 | 415 | 25.8% | $8.81万 | 加仓 |
| UMBF | UMB FINL CORP | $42.31万 | 0.04% | 3,752 | 1,051 | 38.9% | $11.85万 | 加仓 |
| BA | BOEING CO | $42.00万 | 0.04% | 2,110 | -125 | -5.6% | -$2.49万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $41.32万 | 0.04% | 5,040 | -105 | -2.0% | -$8,608 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $41.15万 | 0.04% | 2,058 | 432 | 26.6% | $8.64万 | 加仓 |
| T | AT&T INC | $41.14万 | 0.04% | 14,190 | 434 | 3.2% | $1.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $40.23万 | 0.04% | 25,707 | 529 | 2.1% | $8,279 | 加仓 |
| THC | TENET HEALTHCARE CORP | $40.01万 | 0.04% | 2,120 | 580 | 37.7% | $10.95万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $39.72万 | 0.04% | 2,275 | -333 | -12.8% | -$5.81万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $39.48万 | 0.04% | 7,012 | 330 | 4.9% | $1.86万 | 加仓 |
| IOT | SAMSARA INC | $39.42万 | 0.04% | 12,438 | 12,438 | — | $39.42万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $39.39万 | 0.04% | 440 | 7 | 1.6% | $6,267 | 加仓 |
| CB | CHUBB LTD SWITZ | $39.34万 | 0.04% | 1,207 | -69 | -5.4% | -$2.25万 | 减仓 |
| ACM | AECOM | $39.00万 | 0.04% | 4,599 | 1,984 | 75.9% | $16.83万 | 加仓 |
| MFC | MANULIFE FINL CORP | $38.99万 | 0.04% | 11,320 | 101 | 0.9% | $3,478 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $38.94万 | 0.04% | 6,758 | 1,045 | 18.3% | $6.02万 | 加仓 |
| DIS | DISNEY WALT CO | $38.62万 | 0.04% | 4,007 | 505 | 14.4% | $4.87万 | 加仓 |
| IDCC | INTERDIGITAL INC | $38.24万 | 0.04% | 1,266 | 316 | 33.3% | $9.54万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $38.23万 | 0.04% | 7,800 | -68 | -0.9% | -$3,333 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.17万 | 0.04% | 1,106 | -2 | -0.2% | -$690 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $37.43万 | 0.04% | 18,032 | 8,462 | 88.4% | $17.57万 | 加仓 |
| MLI | MUELLER INDS INC | $37.17万 | 0.04% | 3,354 | 3,354 | — | $37.17万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $37.00万 | 0.04% | 2,822 | -214 | -7.0% | -$2.81万 | 减仓 |
| IPAC | ISHARES TR | $36.60万 | 0.03% | 4,784 | 4,784 | — | $36.60万 | 新建仓 |
| PAYX | PAYCHEX INC | $36.56万 | 0.03% | 3,969 | -71 | -1.8% | -$6,541 | 减仓 |
| DE | DEERE & CO | $36.56万 | 0.03% | 649 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $36.05万 | 0.03% | 1,747 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $35.74万 | 0.03% | 3,158 | -68 | -2.1% | -$7,696 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $35.51万 | 0.03% | 20,177 | 6,501 | 47.5% | $11.44万 | 加仓 |
| MDT | MEDTRONIC PLC | $35.18万 | 0.03% | 4,060 | -688 | -14.5% | -$5.96万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.85万 | 0.03% | 2,216 | 58 | 2.7% | $9,122 | 加仓 |
| IWM | ISHARES TR | $34.84万 | 0.03% | 1,405 | -100 | -6.6% | -$2.48万 | 减仓 |
| GEV | GE VERNOVA INC | $34.11万 | 0.03% | 391 | -29 | -6.9% | -$2.53万 | 减仓 |
| ECL | ECOLAB INC | $33.92万 | 0.03% | 1,275 | 8 | 0.6% | $2,128 | 加仓 |
| DHR | DANAHER CORP DEL | $33.84万 | 0.03% | 1,785 | -28 | -1.5% | -$5,309 | 减仓 |
| IJT | ISHARES TR | $33.80万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.72万 | 0.03% | 4,091 | 4,091 | — | $33.72万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.42万 | 0.03% | 6,657 | -2,754 | -29.3% | -$13.83万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $33.33万 | 0.03% | 15,418 | 6,157 | 66.5% | $13.31万 | 加仓 |
| AZO | AUTOZONE INC | $33.10万 | 0.03% | 98 | -1 | -1.0% | -$3,378 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $32.96万 | 0.03% | 14,880 | 1,500 | 11.2% | $3.32万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $32.78万 | 0.03% | 2,613 | 439 | 20.2% | $5.51万 | 加仓 |
| TMUS | T-MOBILE US INC | $32.53万 | 0.03% | 1,549 | -138 | -8.2% | -$2.90万 | 减仓 |
| NDSN | NORDSON CORP | $31.40万 | 0.03% | 1,180 | -28 | -2.3% | -$7,451 | 减仓 |
| WRB | BERKLEY W R CORP | $31.09万 | 0.03% | 4,690 | -324 | -6.5% | -$2.15万 | 减仓 |
| MS | MORGAN STANLEY | $30.59万 | 0.03% | 1,859 | -12 | -0.6% | -$1,975 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $30.54万 | 0.03% | 3,990 | 3,092 | 344.3% | $23.67万 | 加仓 |
| CCL | CARNIVAL CORP | $30.44万 | 0.03% | 11,761 | -305 | -2.5% | -$7,894 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $30.29万 | 0.03% | 1,745 | 1,745 | — | $30.29万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $30.13万 | 0.03% | 1,311 | 81 | 6.6% | $1.86万 | 加仓 |
| EMXC | ISHARES INC | $29.44万 | 0.03% | 3,743 | 3,743 | — | $29.44万 | 新建仓 |
| QCOM | QUALCOMM INC | $29.44万 | 0.03% | 2,286 | -665 | -22.5% | -$8.56万 | 减仓 |
| DOV | DOVER CORP | $29.31万 | 0.03% | 1,406 | -118 | -7.7% | -$2.46万 | 减仓 |
| TIGR | UP FINTECH HLDG LTD | $28.79万 | 0.03% | 45,693 | 15,393 | 50.8% | $9.70万 | 加仓 |
| LIF | LIFE360 INC | $28.68万 | 0.03% | 7,027 | 3,432 | 95.5% | $14.01万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $28.43万 | 0.03% | 1,553 | 413 | 36.2% | $7.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.28万 | 0.03% | 1,390 | -42 | -2.9% | -$8,544 | 减仓 |
| W | WAYFAIR INC | $28.05万 | 0.03% | 3,730 | 3,730 | — | $28.05万 | 新建仓 |
| DVY | ISHARES TR | $27.83万 | 0.03% | 1,838 | -15 | -0.8% | -$2,271 | 减仓 |
| RDDT | REDDIT INC | $27.29万 | 0.03% | 2,027 | 2,027 | — | $27.29万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.16万 | 0.03% | 2,074 | -319 | -13.3% | -$4.18万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $27.13万 | 0.03% | 12,674 | 2,941 | 30.2% | $6.30万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.08万 | 0.03% | 1,561 | -1,487 | -48.8% | -$25.79万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $26.96万 | 0.03% | 896 | -167 | -15.7% | -$5.02万 | 减仓 |
| CMRE | COSTAMARE INC | $26.91万 | 0.03% | 15,920 | 325 | 2.1% | $5,493 | 加仓 |
| SHOP | SHOPIFY INC | $26.88万 | 0.03% | 2,266 | -180 | -7.4% | -$2.14万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $26.46万 | 0.03% | 2,286 | -53 | -2.3% | -$6,136 | 减仓 |
| MTB | M & T BK CORP | $26.25万 | 0.02% | 1,270 | 49 | 4.0% | $1.01万 | 加仓 |
| GLW | CORNING INC | $25.97万 | 0.02% | 1,910 | 1,910 | — | $25.97万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $25.93万 | 0.02% | 2,688 | 5 | 0.2% | $482 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $25.72万 | 0.02% | 3,712 | 1,600 | 75.8% | $11.09万 | 加仓 |
| VFH | VANGUARD WORLD FD | $25.70万 | 0.02% | 2,127 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $25.65万 | 0.02% | 1,765 | -261 | -12.9% | -$3.79万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.53万 | 0.02% | 422 | -34 | -7.5% | -$2.06万 | 减仓 |
| ROL | ROLLINS INC | $25.47万 | 0.02% | 4,768 | -189 | -3.8% | -$1.01万 | 减仓 |
| WMB | WILLIAMS COS INC | $25.34万 | 0.02% | 3,482 | 3,482 | — | $25.34万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $25.19万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $25.11万 | 0.02% | 861 | -17 | -1.9% | -$4,959 | 减仓 |
| CMI | CUMMINS INC | $25.07万 | 0.02% | 466 | -4 | -0.9% | -$2,152 | 减仓 |
| CSL | CARLISLE COS INC | $24.75万 | 0.02% | 742 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $24.48万 | 0.02% | 4,310 | 4,310 | — | $24.48万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $24.43万 | 0.02% | 5,448 | -326 | -5.6% | -$1.46万 | 减仓 |
| ASML | ASML HLDG NV | $24.04万 | 0.02% | 182 | 182 | — | $24.04万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $24.01万 | 0.02% | 1,645 | -72 | -4.2% | -$1.05万 | 减仓 |
| TFC | TRUIST FINL CORP | $23.99万 | 0.02% | 5,218 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $23.81万 | 0.02% | 4,802 | 1,933 | 67.4% | $9.59万 | 加仓 |
| ULS | UL SOLUTIONS INC | $23.75万 | 0.02% | 2,771 | -102 | -3.6% | -$8,744 | 减仓 |
| AON | AON PLC | $23.72万 | 0.02% | 735 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $23.48万 | 0.02% | 507 | -10 | -1.9% | -$4,632 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $23.22万 | 0.02% | 2,471 | 320 | 14.9% | $3.01万 | 加仓 |
| PPG | PPG INDS INC | $23.02万 | 0.02% | 2,154 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $22.77万 | 0.02% | 10,321 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $22.44万 | 0.02% | 2,197 | -258 | -10.5% | -$2.63万 | 减仓 |
| AZN | ASTRAZENECA PLC | $22.43万 | 0.02% | 1,138 | 1,138 | — | $22.43万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.24万 | 0.02% | 1,221 | 1,221 | — | $22.24万 | 新建仓 |
| AFL | AFLAC INC | $22.07万 | 0.02% | 2,012 | -50 | -2.4% | -$5,486 | 减仓 |
| YUM | YUM BRANDS INC | $21.64万 | 0.02% | 1,392 | -32 | -2.2% | -$4,975 | 减仓 |