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 |
|---|---|---|---|---|---|---|---|---|
| CMRE | COSTAMARE INC | $25.48万 | 0.02% | 18,171 | 2,251 | 14.1% | $3.16万 | 加仓 |
| SDY | SPDR SERIES TRUST | $25.04万 | 0.02% | 1,645 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $25.02万 | 0.02% | 1,501 | -60 | -3.8% | -$1.00万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $24.90万 | 0.02% | 2,594 | -19 | -0.7% | -$1,824 | 减仓 |
| AON | AON PLC | $24.55万 | 0.02% | 740 | 5 | 0.7% | $1,658 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $24.20万 | 0.02% | 859 | -37 | -4.1% | -$1.04万 | 减仓 |
| ALLE | ALLEGION PLC | $24.09万 | 0.02% | 1,715 | -50 | -2.8% | -$7,023 | 减仓 |
| EME | EMCOR GROUP INC | $23.98万 | 0.02% | 289 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $23.79万 | 0.02% | 5,618 | -1,039 | -15.6% | -$4.40万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.99万 | 0.02% | 2,222 | -409 | -15.5% | -$4.23万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $22.84万 | 0.02% | 4,052 | 4,052 | — | $22.84万 | 新建仓 |
| AFL | AFLAC INC | $22.59万 | 0.02% | 1,927 | -85 | -4.2% | -$9,966 | 减仓 |
| EIS | ISHARES INC | $22.33万 | 0.02% | 1,850 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $22.25万 | 0.02% | 674 | -187 | -21.7% | -$6.17万 | 减仓 |
| INCY | INCYTE CORP | $22.15万 | 0.02% | 1,954 | 1,954 | — | $22.15万 | 新建仓 |
| YUM | YUM BRANDS INC | $21.74万 | 0.02% | 1,360 | -32 | -2.3% | -$5,116 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.51万 | 0.02% | 433 | -69 | -13.7% | -$3.43万 | 重新持有 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $21.49万 | 0.02% | 10,321 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $21.36万 | 0.02% | 3,448 | -7 | -0.2% | -$434 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $20.87万 | 0.02% | 933 | 933 | — | $20.87万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $20.83万 | 0.02% | 1,033 | 10 | 1.0% | $2,016 | 加仓 |
| PSX | PHILLIPS 66 | $20.64万 | 0.02% | 1,221 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.45万 | 0.02% | 1,035 | 1,035 | — | $20.45万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $20.39万 | 0.02% | 19,780 | 166 | 0.8% | $1,711 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $18.64万 | 0.02% | 13,250 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $16.02万 | 0.01% | 10,436 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $13.88万 | 0.01% | 10,612 | 10,612 | — | $13.88万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $13.49万 | 0.01% | 11,156 | 0 | 0.0% | — | 不变 |
| — | EUROPEAN EQUITY FD INC | $12.15万 | 0.01% | 11,048 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.48万 | 0.01% | 10,683 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $9.92万 | 0.01% | 10,369 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $5.67万 | 0.00% | 10,083 | 10,083 | — | $5.67万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -36,413 | -100.0% | -$397.27万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -201,551 | -100.0% | -$320.06万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,461 | -100.0% | -$62.15万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -33,482 | -100.0% | -$44.53万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,060 | -100.0% | -$35.18万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -11,761 | -100.0% | -$30.44万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -4,768 | -100.0% | -$25.47万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,471 | -100.0% | -$23.22万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,138 | -100.0% | -$22.43万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -883 | -100.0% | -$21.46万 | 清仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $0 | 0.00% | 0 | -4,298 | -100.0% | -$21.42万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,621 | -100.0% | -$21.39万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -783 | -100.0% | -$20.89万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,358 | -100.0% | -$20.31万 | 清仓 |
| — | BLACKROCK ENERGY & RES TR | $0 | 0.00% | 0 | -10,026 | -100.0% | -$17.36万 | 清仓 |
| — | MFS HIGH YIELD MUN TR | $0 | 0.00% | 0 | -16,247 | -100.0% | -$5.82万 | 清仓 |