Spire Wealth Management 13F 持仓 · 2026年Q2
Spire Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,224 只证券，申报市值合计 33.11 亿美元。前几大持仓：IVV（5.25%）、NVDA（3.51%）、AAPL（3.20%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $173.7M | 5.25% | 231,914 | 减持 |
| 2 | NVDA | NVIDIA Corporation | $116.3M | 3.51% | 581,448 | 减持 |
| 3 | AAPL | Apple, Inc. | $105.9M | 3.20% | 366,114 | 减持 |
| 4 | AMZN | Amazon.com | $74.9M | 2.26% | 314,175 | 减持 |
| 5 | VGT | VANGUARD WORLD FD | $68.8M | 2.08% | 575,609 | 增持 |
| 6 | GOOGL | Alphabet Inc | $61.1M | 1.85% | 171,035 | 减持 |
| 7 | MSFT | Microsoft Corp | $49.0M | 1.48% | 131,257 | 减持 |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $44.1M | 1.33% | 59,066 | 增持 |
| 9 | IUSB | ISHARES TR | $40.1M | 1.21% | 868,483 | 减持 |
| 10 | AVGO | Broadcom Inc. | $37.1M | 1.12% | 98,265 | 减持 |
| 11 | GOOG | ALPHABET INC | $34.4M | 1.04% | 97,256 | 减持 |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $33.9M | 1.02% | 633,749 | 减持 |
| 13 | LLY | Eli Lilly and Company | $33.5M | 1.01% | 27,938 | 增持 |
| 14 | VOO | Vanguard S&P 500 ETF | $31.0M | 0.94% | 45,087 | 增持 |
| 15 | IEFA | ISHARES TR | $30.8M | 0.93% | 319,116 | 增持 |
| 16 | AGG | ISHARES TR | $30.4M | 0.92% | 307,520 | 增持 |
| 17 | IVW | ISHARES TR | $28.7M | 0.87% | 209,006 | 减持 |
| 18 | AMAT | Applied Materials | $28.5M | 0.86% | 39,393 | 增持 |
| 19 | COST | Costco Wholesale Corp | $28.1M | 0.85% | 29,995 | 增持 |
| 20 | XLK | SELECT SECTOR SPDR TR | $28.0M | 0.85% | 146,887 | 减持 |
| 21 | KLAC | KLA Corporation | $27.9M | 0.84% | 92,834 | 增持 |
| 22 | IVE | iShares S&P 500 Value ETF | $27.1M | 0.82% | 119,497 | 减持 |
| 23 | IUSG | iShares Core S&P US Growth ETF | $26.0M | 0.79% | 138,357 | 减持 |
| 24 | SSO | PROSHARES TR | $25.7M | 0.78% | 381,985 | 减持 |
| 25 | FBND | Fidelity Total Bond ETF | $24.8M | 0.75% | 544,210 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR