PRINCIPAL SECURITIES, INC.
DES MOINES IA · SEC CIK 0000012600
$68.18亿2026Q1 申报市值
1,411持仓数
21.9%前十大占比 · 第一大 4.5%
30 / 56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
LCAP 加仓+$5,449.80万
USMC 加仓+$1,712.93万
IG 加仓+$1,434.52万
PIEQ 加仓+$1,417.06万
PY 加仓+$1,394.24万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$2,399.72万
OEF 减仓-$1,247.02万
VDC 减仓-$1,147.52万
SPHY 减仓-$1,035.27万
USHY 减仓-$1,009.04万
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 |
|---|---|---|---|---|---|---|---|---|
| FDVV | FIDELITY COVINGTON TRUST | $684.38万 | 0.10% | 123,893 | 196 | 0.2% | $1.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $688.61万 | 0.10% | 25,449 | -790 | -3.0% | -$21.38万 | 减仓 |
| MDT | MEDTRONIC PLC | $689.01万 | 0.10% | 79,516 | 10,425 | 15.1% | $90.33万 | 加仓 |
| BAC | BANK AMERICA CORP | $695.60万 | 0.10% | 142,687 | -17,146 | -10.7% | -$83.59万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $698.14万 | 0.10% | 139,937 | 8,005 | 6.1% | $39.94万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $708.98万 | 0.10% | 146,725 | 23,720 | 19.3% | $114.62万 | 加仓 |
| LIN | LINDE PLC | $711.46万 | 0.10% | 14,351 | 1,805 | 14.4% | $89.48万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $719.70万 | 0.11% | 281,685 | 10,938 | 4.0% | $27.95万 | 加仓 |
| QCOM | QUALCOMM INC | $722.53万 | 0.11% | 56,105 | 8,468 | 17.8% | $109.05万 | 加仓 |
| T | AT&T INC | $722.57万 | 0.11% | 249,247 | 43,635 | 21.2% | $126.50万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $731.61万 | 0.11% | 8,172 | 739 | 9.9% | $66.16万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $739.30万 | 0.11% | 56,461 | 1,520 | 2.8% | $19.90万 | 加仓 |
| CRM | SALESFORCE INC | $744.94万 | 0.11% | 39,907 | -1,643 | -4.0% | -$30.67万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $749.70万 | 0.11% | 122,380 | 69,949 | 133.4% | $428.51万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $751.12万 | 0.11% | 186,892 | 10,366 | 5.9% | $41.66万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $753.42万 | 0.11% | 154,675 | 149,237 | 2,744.3% | $726.94万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $757.98万 | 0.11% | 248,519 | 37,086 | 17.5% | $113.11万 | 加仓 |
| TIP | ISHARES TR | $762.18万 | 0.11% | 69,063 | -2,797 | -3.9% | -$30.87万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $765.53万 | 0.11% | 97,631 | 7,775 | 8.7% | $60.96万 | 加仓 |
| MS | MORGAN STANLEY | $772.72万 | 0.11% | 46,954 | 2,404 | 5.4% | $39.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $780.18万 | 0.11% | 88,496 | -18,610 | -17.4% | -$164.07万 | 减仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $780.72万 | 0.11% | 314,744 | -22,743 | -6.7% | -$56.41万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $784.59万 | 0.12% | 198,983 | 10,473 | 5.6% | $41.30万 | 加仓 |
| JNK | SPDR SERIES TRUST | $788.55万 | 0.12% | 82,381 | 12,801 | 18.4% | $122.53万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $791.76万 | 0.12% | 106,209 | 8,423 | 8.6% | $62.79万 | 加仓 |
| SHY | ISHARES TR | $802.82万 | 0.12% | 97,229 | 57,868 | 147.0% | $477.82万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $807.49万 | 0.12% | 378,392 | 151,959 | 67.1% | $324.28万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $809.40万 | 0.12% | 239,679 | 23,621 | 10.9% | $79.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $821.04万 | 0.12% | 27,143 | 3,657 | 15.6% | $110.62万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $824.58万 | 0.12% | 405,197 | 191,365 | 89.5% | $389.43万 | 加仓 |
| KLAC | KLA CORP | $829.35万 | 0.12% | 5,633 | -1,593 | -22.0% | -$234.54万 | 减仓 |
| SDIV | GLOBAL X FDS | $833.79万 | 0.12% | 330,082 | 54,981 | 20.0% | $138.88万 | 加仓 |
| AIQ | GLOBAL X FDS | $834.22万 | 0.12% | 178,748 | 6,916 | 4.0% | $32.28万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $841.72万 | 0.12% | 615,740 | -27,382 | -4.3% | -$37.43万 | 减仓 |
| GLD | SPDR GOLD TR | $868.73万 | 0.13% | 20,189 | 2,397 | 13.5% | $103.14万 | 加仓 |
| CSCO | CISCO SYS INC | $871.72万 | 0.13% | 112,350 | -1,054 | -0.9% | -$8.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $872.76万 | 0.13% | 10,316 | -716 | -6.5% | -$60.58万 | 减仓 |
| MRK | MERCK &CO INC | $874.15万 | 0.13% | 72,670 | 16,195 | 28.7% | $194.81万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $874.86万 | 0.13% | 125,745 | 3,482 | 2.8% | $24.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $881.00万 | 0.13% | 175,499 | 14,577 | 9.1% | $73.18万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $882.74万 | 0.13% | 267,902 | 51,010 | 23.5% | $168.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $888.49万 | 0.13% | 59,993 | -972 | -1.6% | -$14.40万 | 减仓 |
| MUB | ISHARES TR | $908.96万 | 0.13% | 85,630 | -2,635 | -3.0% | -$27.97万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $924.41万 | 0.14% | 63,194 | 6,519 | 11.5% | $95.36万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $929.77万 | 0.14% | 289,171 | 289,171 | — | $929.77万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $934.27万 | 0.14% | 194,438 | 6,842 | 3.6% | $32.88万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $946.25万 | 0.14% | 105,011 | 87,665 | 505.4% | $789.95万 | 加仓 |
| VB | VANGUARD INDEX FDS | $958.37万 | 0.14% | 36,590 | -555 | -1.5% | -$14.54万 | 减仓 |
| USMV | ISHARES TR | $959.69万 | 0.14% | 103,483 | 15,241 | 17.3% | $141.34万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $967.31万 | 0.14% | 411,536 | 207,344 | 101.5% | $487.36万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $971.19万 | 0.14% | 142,235 | 1,183 | 0.8% | $8.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,006.05万 | 0.15% | 47,086 | -13,166 | -21.9% | -$281.31万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,013.37万 | 0.15% | 202,877 | 8,026 | 4.1% | $40.09万 | 加仓 |
| NFLX | NETFLIX INC. | $1,015.00万 | 0.15% | 105,564 | 8,993 | 9.3% | $86.47万 | 加仓 |
| IGF | ISHARES TR | $1,017.54万 | 0.15% | 151,872 | -2,316 | -1.5% | -$15.52万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,023.79万 | 0.15% | 282,972 | 282,954 | 1,571,966.7% | $1,023.73万 | 重新持有 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $1,025.09万 | 0.15% | 411,841 | 20,857 | 5.3% | $51.91万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,034.01万 | 0.15% | 2,456 | 219 | 9.8% | $92.20万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,044.58万 | 0.15% | 134,993 | 3,563 | 2.7% | $27.57万 | 加仓 |
| TJX | TJX COS INC NEW | $1,051.88万 | 0.15% | 65,866 | 5,368 | 8.9% | $85.73万 | 加仓 |
| EFAV | ISHARES TR | $1,056.19万 | 0.15% | 115,595 | 2,189 | 1.9% | $20.00万 | 加仓 |
| KO | COCA COLA CO | $1,057.40万 | 0.16% | 139,040 | 1,066 | 0.8% | $8.11万 | 加仓 |
| WFC | WELLS FARGO &CO | $1,060.84万 | 0.16% | 133,254 | -14,162 | -9.6% | -$112.74万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,096.85万 | 0.16% | 328,693 | 32,202 | 10.9% | $107.46万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $1,103.53万 | 0.16% | 496,638 | 336,709 | 210.5% | $748.17万 | 加仓 |
| IJH | ISHARES TR | $1,105.67万 | 0.16% | 163,729 | 12,380 | 8.2% | $83.60万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,119.31万 | 0.16% | 29,194 | -3,983 | -12.0% | -$152.71万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,120.99万 | 0.16% | 442,727 | 64,458 | 17.0% | $163.21万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,121.37万 | 0.16% | 229,178 | 42,596 | 22.8% | $208.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,123.84万 | 0.16% | 11,278 | -668 | -5.6% | -$66.57万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,134.84万 | 0.17% | 120,420 | 8,428 | 7.5% | $79.43万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $1,135.34万 | 0.17% | 314,366 | 314,366 | — | $1,135.34万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,164.42万 | 0.17% | 310,594 | 72,456 | 30.4% | $271.64万 | 加仓 |
| HD | HOME DEPOT INC | $1,195.22万 | 0.18% | 36,341 | 7,117 | 24.4% | $234.07万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,201.26万 | 0.18% | 364,570 | 114,715 | 45.9% | $377.99万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,221.39万 | 0.18% | 464,406 | 36,971 | 8.6% | $97.23万 | 加仓 |
| RTX | RTX CORPORATION | $1,231.75万 | 0.18% | 63,855 | 581 | 0.9% | $11.21万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,254.82万 | 0.18% | 588,013 | -11,782 | -2.0% | -$25.14万 | 减仓 |
| ABBV | ABBVIE INC | $1,272.69万 | 0.19% | 58,517 | -6,052 | -9.4% | -$131.63万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,286.89万 | 0.19% | 111,670 | 4,137 | 3.8% | $47.67万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,288.33万 | 0.19% | 335,328 | 43,701 | 15.0% | $167.90万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,288.87万 | 0.19% | 137,142 | 1,303 | 1.0% | $12.25万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,291.82万 | 0.19% | 385,158 | -9,418 | -2.4% | -$31.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,296.51万 | 0.19% | 21,697 | -244 | -1.1% | -$14.58万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,305.70万 | 0.19% | 186,822 | 186,822 | — | $1,305.70万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $1,319.55万 | 0.19% | 71,606 | 9,207 | 14.8% | $169.67万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,353.66万 | 0.20% | 498,585 | 60,595 | 13.8% | $164.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,358.83万 | 0.20% | 82,184 | 6,122 | 8.0% | $101.22万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $1,366.18万 | 0.20% | 235,630 | 21,389 | 10.0% | $124.01万 | 加仓 |
| CAT | CATERPILLAR INC | $1,377.38万 | 0.20% | 19,442 | -1,749 | -8.3% | -$123.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,384.70万 | 0.20% | 256,189 | 7,952 | 3.2% | $42.98万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,398.78万 | 0.21% | 40,925 | 179 | 0.4% | $6.12万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,463.40万 | 0.21% | 680,970 | 42,195 | 6.6% | $90.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,491.59万 | 0.22% | 51,940 | 7,681 | 17.4% | $220.58万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,500.47万 | 0.22% | 347,331 | 15,112 | 4.5% | $65.28万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,505.92万 | 0.22% | 181,984 | 807 | 0.4% | $6.68万 | 加仓 |
| SHV | ISHARES TR | $1,515.97万 | 0.22% | 137,329 | 113,041 | 465.4% | $1,247.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,518.22万 | 0.22% | 73,379 | 3,717 | 5.3% | $76.91万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,519.59万 | 0.22% | 357,215 | 60,317 | 20.3% | $256.59万 | 加仓 |
| LQD | ISHARES TR | $1,522.98万 | 0.22% | 139,735 | -57,247 | -29.1% | -$623.94万 | 减仓 |