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 |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | $50.53万 | 0.04% | 4,961 | 816 | 19.7% | $8.31万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $50.23万 | 0.04% | 6,848 | -164 | -2.3% | -$1.20万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $49.94万 | 0.04% | 956 | 449 | 88.6% | $23.46万 | 加仓 |
| IEFA | ISHARES TR | $49.85万 | 0.04% | 5,162 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $49.43万 | 0.04% | 2,068 | -13 | -0.6% | -$3,107 | 减仓 |
| MET | METLIFE INC | $48.90万 | 0.04% | 5,779 | -1,635 | -22.1% | -$13.83万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $48.84万 | 0.04% | 1,796 | 108 | 6.4% | $2.94万 | 重新持有 |
| GLW | CORNING INC | $48.48万 | 0.04% | 1,898 | -12 | -0.6% | -$3,065 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.32万 | 0.04% | 1,215 | 6 | 0.5% | $2,386 | 加仓 |
| IOT | SAMSARA INC | $48.31万 | 0.04% | 14,898 | 2,460 | 19.8% | $7.98万 | 加仓 |
| MFC | MANULIFE FINL CORP | $48.31万 | 0.04% | 11,926 | 606 | 5.4% | $2.45万 | 加仓 |
| MLI | MUELLER INDS INC | $47.92万 | 0.04% | 3,898 | 544 | 16.2% | $6.69万 | 加仓 |
| UNP | UNION PAC CORP | $47.16万 | 0.04% | 1,734 | -50 | -2.8% | -$1.36万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $46.90万 | 0.04% | 2,612 | -84 | -3.1% | -$1.51万 | 减仓 |
| GRMN | GARMIN LTD | $46.68万 | 0.04% | 1,965 | -265 | -11.9% | -$6.29万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $46.55万 | 0.04% | 2,488 | 368 | 17.4% | $6.88万 | 加仓 |
| LIF | LIFE360 INC | $45.23万 | 0.04% | 8,170 | 1,143 | 16.3% | $6.33万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $44.79万 | 0.04% | 17,731 | 2,313 | 15.0% | $5.84万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $44.64万 | 0.04% | 25,178 | -529 | -2.1% | -$9,379 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $44.31万 | 0.04% | 2,521 | 27 | 1.1% | $4,745 | 加仓 |
| NET | CLOUDFLARE INC | $42.92万 | 0.03% | 1,750 | 3 | 0.2% | $736 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $42.55万 | 0.03% | 6,974 | -826 | -10.6% | -$5.04万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $42.49万 | 0.03% | 4,237 | 525 | 14.1% | $5.26万 | 加仓 |
| IDCC | INTERDIGITAL INC | $42.39万 | 0.03% | 1,497 | 231 | 18.2% | $6.54万 | 加仓 |
| IWM | ISHARES TR | $42.21万 | 0.03% | 1,405 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $41.76万 | 0.03% | 1,960 | -4 | -0.2% | -$852 | 减仓 |
| IJT | ISHARES TR | $41.72万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $41.25万 | 0.03% | 956 | 956 | — | $41.25万 | 新建仓 |
| DE | DEERE & CO | $41.17万 | 0.03% | 649 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $41.00万 | 0.03% | 2,822 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $40.49万 | 0.03% | 414 | -26 | -5.9% | -$2.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $39.64万 | 0.03% | 973 | 973 | — | $39.64万 | 新建仓 |
| IPAC | ISHARES TR | $39.20万 | 0.03% | 4,784 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $39.14万 | 0.03% | 5,607 | 1,008 | 21.9% | $7.04万 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $39.11万 | 0.03% | 13,933 | 1,259 | 9.9% | $3.53万 | 加仓 |
| BE | BLOOM ENERGY CORP | $38.87万 | 0.03% | 1,284 | 1,284 | — | $38.87万 | 新建仓 |
| MS | MORGAN STANLEY | $38.86万 | 0.03% | 1,859 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $38.70万 | 0.03% | 1,558 | -75 | -4.6% | -$1.86万 | 减仓 |
| ASML | ASML HLDG NV | $38.60万 | 0.03% | 194 | 12 | 6.6% | $2.39万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.56万 | 0.03% | 5,385 | -46,623 | -89.6% | -$333.82万 | 减仓 |
| EMXC | ISHARES INC | $38.29万 | 0.03% | 3,743 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.09万 | 0.03% | 1,299 | -519 | -28.5% | -$15.22万 | 减仓 |
| SUSC | ISHARES TR | $37.68万 | 0.03% | 16,275 | 16,275 | — | $37.68万 | 新建仓 |
| QCOM | QUALCOMM INC | $36.88万 | 0.03% | 1,996 | -290 | -12.7% | -$5.36万 | 减仓 |
| BA | BOEING CO | $36.41万 | 0.03% | 1,682 | -428 | -20.3% | -$9.26万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $36.22万 | 0.03% | 4,091 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $36.12万 | 0.03% | 2,700 | 2,700 | — | $36.12万 | 新建仓 |
| DHR | DANAHER CORP DEL | $35.56万 | 0.03% | 1,867 | 82 | 4.6% | $1.56万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $35.42万 | 0.03% | 6,123 | -1,724 | -22.0% | -$9.97万 | 减仓 |
| NDSN | NORDSON CORP | $35.16万 | 0.03% | 1,165 | -15 | -1.3% | -$4,527 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $35.13万 | 0.03% | 7,809 | 7,809 | — | $35.13万 | 新建仓 |
| NFLX | NETFLIX INC. | $35.06万 | 0.03% | 4,911 | -149 | -2.9% | -$1.06万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $34.94万 | 0.03% | 3,158 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $34.40万 | 0.03% | 12,042 | 12,042 | — | $34.40万 | 新建仓 |
| ECL | ECOLAB INC | $34.32万 | 0.03% | 1,232 | -43 | -3.4% | -$1.20万 | 减仓 |
| CMI | CUMMINS INC | $33.95万 | 0.03% | 476 | 10 | 2.1% | $7,132 | 加仓 |
| SHOP | SHOPIFY INC | $32.96万 | 0.03% | 2,887 | 621 | 27.4% | $7.09万 | 加仓 |
| WRB | BERKLEY W R CORP | $32.87万 | 0.03% | 4,660 | -30 | -0.6% | -$2,116 | 减仓 |
| OKLO | OKLO INC | $32.44万 | 0.03% | 6,199 | 1,397 | 29.1% | $7.31万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $32.33万 | 0.03% | 1,926 | 181 | 10.4% | $3.04万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $32.16万 | 0.03% | 3,872 | -1,168 | -23.2% | -$9.70万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.14万 | 0.03% | 1,106 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $31.54万 | 0.03% | 3,277 | -730 | -18.2% | -$7.03万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $31.50万 | 0.03% | 1,908 | 355 | 22.9% | $5.86万 | 加仓 |
| AZO | AUTOZONE INC | $31.00万 | 0.03% | 97 | -1 | -1.0% | -$3,196 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $30.54万 | 0.02% | 4,221 | 231 | 5.8% | $1.67万 | 加仓 |
| MTB | M & T BK CORP | $30.08万 | 0.02% | 1,264 | -6 | -0.5% | -$1,428 | 减仓 |
| EEM | ISHARES TR | $29.48万 | 0.02% | 4,310 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $29.40万 | 0.02% | 2,678 | -10 | -0.4% | -$1,098 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.12万 | 0.02% | 1,993 | -81 | -3.9% | -$1.18万 | 减仓 |
| DVY | ISHARES TR | $28.73万 | 0.02% | 1,838 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $28.52万 | 0.02% | 1,525 | 1,525 | — | $28.52万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $28.49万 | 0.02% | 6,675 | -99,022 | -93.7% | -$422.63万 | 减仓 |
| T | AT&T INC | $28.04万 | 0.02% | 13,547 | -643 | -4.5% | -$1.33万 | 减仓 |
| IRM | IRON MTN INC DEL | $28.03万 | 0.02% | 2,219 | 22 | 1.0% | $2,779 | 加仓 |
| PAYX | PAYCHEX INC | $28.02万 | 0.02% | 2,850 | -1,119 | -28.2% | -$11.00万 | 减仓 |
| ULS | UL SOLUTIONS INC | $28.01万 | 0.02% | 2,750 | -21 | -0.8% | -$2,139 | 减仓 |
| VFH | VANGUARD WORLD FD | $27.99万 | 0.02% | 2,127 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $27.99万 | 0.02% | 3,084 | 3,084 | — | $27.99万 | 新建仓 |
| — | GLOBAL X FDS | $27.94万 | 0.02% | 7,422 | 746 | 11.2% | $2.81万 | 加仓 |
| TIGR | UP FINTECH HLDG LTD | $27.86万 | 0.02% | 63,312 | 17,619 | 38.6% | $7.75万 | 加仓 |
| VHT | VANGUARD WORLD FD | $27.66万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.43万 | 0.02% | 2,228 | 12 | 0.5% | $1,477 | 加仓 |
| BALY | BALLYS CORPORATION | $27.42万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $27.37万 | 0.02% | 2,962 | -768 | -20.6% | -$7.10万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $27.31万 | 0.02% | 5,405 | -43 | -0.8% | -$2,173 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $27.20万 | 0.02% | 6,028 | 6,028 | — | $27.20万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $27.17万 | 0.02% | 2,327 | 41 | 1.8% | $4,788 | 加仓 |
| CSL | CARLISLE COS INC | $26.92万 | 0.02% | 742 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $26.88万 | 0.02% | 403 | -19 | -4.5% | -$1.27万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $26.87万 | 0.02% | 1,838 | -437 | -19.2% | -$6.39万 | 减仓 |
| DOV | DOVER CORP | $26.64万 | 0.02% | 1,188 | -218 | -15.5% | -$4.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.42万 | 0.02% | 3,280 | 448 | 15.8% | $3.61万 | 加仓 |
| PPG | PPG INDS INC | $26.13万 | 0.02% | 2,154 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $25.99万 | 0.02% | 5,217 | -1 | -0.0% | -$50 | 减仓 |
| GWW | WW GRAINGER INC | $25.98万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $25.98万 | 0.02% | 1,549 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.97万 | 0.02% | 692 | -30 | -4.2% | -$1.13万 | 重新持有 |
| MBB | ISHARES TR | $25.70万 | 0.02% | 2,719 | 2,719 | — | $25.70万 | 新建仓 |
| WMB | WILLIAMS COS INC | $25.69万 | 0.02% | 3,456 | -26 | -0.7% | -$1,933 | 减仓 |