PRINCIPAL SECURITIES, INC.
DES MOINES IA · SEC CIK 0000012600
$83.05亿2026Q2 申报市值
1,539持仓数
24.2%前十大占比 · 第一大 4.8%
166 / 56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
PIEQ 加仓+$2.48亿
GBND 新建仓+$5,582.03万
IVV 加仓+$4,668.74万
IG 加仓+$3,275.77万
LCAP 加仓+$3,264.15万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$4,595.27万
IJR 减仓-$2,923.02万
IEMG 减仓-$1,832.25万
COWZ 减仓-$1,485.35万
IWB 减仓-$1,442.91万
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 |
|---|---|---|---|---|---|---|---|---|
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $3.96亿 | 4.77% | 11,041,875 | 6,900,075 | 166.6% | $2.48亿 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $3.58亿 | 4.31% | 4,823,521 | 86,567 | 1.8% | $641.69万 | 加仓 |
| IVV | ISHARES TR | $2.79亿 | 3.35% | 371,938 | 62,342 | 20.1% | $4,668.74万 | 加仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $1.92亿 | 2.32% | 5,804,126 | 984,957 | 20.4% | $3,264.15万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $1.72亿 | 2.07% | 2,457,408 | -78,914 | -3.1% | -$553.38万 | 减仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $1.54亿 | 1.86% | 4,261,372 | 6,512 | 0.2% | $23.55万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $1.33亿 | 1.60% | 6,438,151 | 1,585,178 | 32.7% | $3,275.77万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $1.25亿 | 1.50% | 1,209,324 | 51,712 | 4.5% | $533.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.02亿 | 1.23% | 512,188 | 31,828 | 6.6% | $636.85万 | 加仓 |
| AAPL | APPLE INC | $9,735.70万 | 1.17% | 336,456 | 21,496 | 6.8% | $622.01万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $9,173.42万 | 1.10% | 4,807,872 | 1,471,513 | 44.1% | $2,807.65万 | 加仓 |
| AGG | ISHARES TR | $8,841.93万 | 1.06% | 893,305 | -464,263 | -34.2% | -$4,595.27万 | 减仓 |
| PY | PRINCIPAL EXCHANGE TRADED FD | $8,721.16万 | 1.05% | 1,617,997 | 189,584 | 13.3% | $1,021.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,719.45万 | 1.05% | 233,753 | 9,820 | 4.4% | $366.31万 | 加仓 |
| AMZN | AMAZON COM INC | $8,285.66万 | 1.00% | 347,640 | 8,781 | 2.6% | $209.29万 | 加仓 |
| IUSV | ISHARES TR | $7,393.88万 | 0.89% | 671,256 | -30,827 | -4.4% | -$339.56万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $7,372.12万 | 0.89% | 838,885 | -27,725 | -3.2% | -$243.65万 | 减仓 |
| GOOGL | ALPHABET INC | $6,940.40万 | 0.84% | 194,208 | -565 | -0.3% | -$20.19万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $6,855.75万 | 0.83% | 1,483,929 | 114,954 | 8.4% | $531.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,238.75万 | 0.75% | 168,597 | -1,710 | -1.0% | -$63.28万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $6,206.00万 | 0.75% | 1,507,766 | 62,146 | 4.3% | $255.79万 | 加仓 |
| IWB | ISHARES TR | $6,026.49万 | 0.73% | 147,167 | -35,236 | -19.3% | -$1,442.91万 | 减仓 |
| IVW | ISHARES TR | $5,894.42万 | 0.71% | 428,592 | 6,479 | 1.5% | $89.11万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $5,789.08万 | 0.70% | 1,266,757 | 259,868 | 25.8% | $1,187.60万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $5,676.44万 | 0.68% | 198,769 | -14,161 | -6.7% | -$404.41万 | 减仓 |
| GBND | GOLDMAN SACHS ETF TR | $5,582.03万 | 0.67% | 1,104,041 | 1,104,041 | — | $5,582.03万 | 新建仓 |
| IEFA | ISHARES TR | $5,562.34万 | 0.67% | 575,931 | -62,406 | -9.8% | -$602.72万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,242.26万 | 0.63% | 1,978,213 | 29,143 | 1.5% | $77.23万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,037.99万 | 0.61% | 355,063 | 76,432 | 27.4% | $1,084.49万 | 加仓 |
| AVGO | BROADCOM INC | $4,846.16万 | 0.58% | 128,290 | 2,109 | 1.7% | $79.67万 | 加仓 |
| IEMG | ISHARES INC | $4,823.89万 | 0.58% | 582,315 | -221,180 | -27.5% | -$1,832.25万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,797.25万 | 0.58% | 1,417,627 | -57,053 | -3.9% | -$193.07万 | 减仓 |
| IDEV | ISHARES TR | $4,776.99万 | 0.58% | 536,680 | 40,291 | 8.1% | $358.63万 | 加仓 |
| GOOG | ALPHABET INC | $4,745.12万 | 0.57% | 134,297 | 3,820 | 2.9% | $134.97万 | 加仓 |
| IUSG | ISHARES TR | $4,360.66万 | 0.53% | 231,839 | -22,364 | -8.8% | -$420.64万 | 减仓 |
| META | META PLATFORMS INC | $4,304.90万 | 0.52% | 76,424 | 4,477 | 6.2% | $252.19万 | 加仓 |
| MBB | ISHARES TR | $4,250.12万 | 0.51% | 449,653 | 78,697 | 21.2% | $743.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,112.20万 | 0.50% | 55,842 | 9,070 | 19.4% | $667.91万 | 加仓 |
| IXUS | ISHARES TR | $3,858.96万 | 0.46% | 404,333 | -21,266 | -5.0% | -$202.96万 | 减仓 |
| GOVT | ISHARES TR | $3,775.29万 | 0.45% | 1,657,284 | 354,138 | 27.2% | $806.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,530.86万 | 0.43% | 495,560 | -3,357 | -0.7% | -$23.92万 | 减仓 |
| IUSB | ISHARES TR | $3,508.48万 | 0.42% | 760,235 | 145,938 | 23.8% | $673.50万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $3,488.83万 | 0.42% | 106,584 | 3,990 | 3.9% | $130.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,468.14万 | 0.42% | 72,621 | 1,640 | 2.3% | $78.32万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,419.74万 | 0.41% | 465,841 | 57,959 | 14.2% | $425.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,392.09万 | 0.41% | 155,650 | 8,090 | 5.5% | $176.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,275.28万 | 0.39% | 481,587 | 53,735 | 12.6% | $365.45万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $3,102.18万 | 0.37% | 596,572 | 249,241 | 71.8% | $1,296.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,041.47万 | 0.37% | 40,728 | 12,433 | 43.9% | $928.47万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $3,005.95万 | 0.36% | 1,174,200 | 263,868 | 29.0% | $675.50万 | 加仓 |
| V | VISA INC | $2,997.62万 | 0.36% | 87,371 | 7,036 | 8.8% | $241.40万 | 加仓 |
| IJR | ISHARES TR | $2,960.81万 | 0.36% | 199,636 | -197,088 | -49.7% | -$2,923.02万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $2,931.22万 | 0.35% | 756,249 | 61,353 | 8.8% | $237.80万 | 加仓 |
| IVE | ISHARES TR | $2,927.41万 | 0.35% | 128,927 | 994 | 0.8% | $22.57万 | 加仓 |
| LLY | ELI LILLY &CO | $2,866.78万 | 0.35% | 23,901 | 745 | 3.2% | $89.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,808.92万 | 0.34% | 56,135 | 2,578 | 4.8% | $129.00万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $2,705.63万 | 0.33% | 1,419,536 | 206,972 | 17.1% | $394.49万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,570.41万 | 0.31% | 487,559 | 219,657 | 82.0% | $1,158.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,560.32万 | 0.31% | 22,181 | 3,697 | 20.0% | $426.74万 | 加仓 |
| ITOT | ISHARES TR | $2,531.79万 | 0.30% | 154,124 | -3,557 | -2.3% | -$58.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,520.04万 | 0.30% | 34,855 | -6,070 | -14.8% | -$438.87万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,511.69万 | 0.30% | 317,815 | 54,710 | 20.8% | $432.37万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,324.46万 | 0.28% | 421,251 | 25,965 | 6.6% | $143.27万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,316.28万 | 0.28% | 136,140 | 8,423 | 6.6% | $143.31万 | 加仓 |
| HYG | ISHARES TR | $2,299.85万 | 0.28% | 287,589 | 50,097 | 21.1% | $400.63万 | 加仓 |
| QUAL | ISHARES TR | $2,205.96万 | 0.27% | 100,532 | -10,100 | -9.1% | -$221.62万 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $2,133.51万 | 0.26% | 725,014 | 65,522 | 9.9% | $192.81万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,091.33万 | 0.25% | 370,279 | -41,092 | -10.0% | -$232.09万 | 减仓 |
| CAT | CATERPILLAR INC | $2,083.36万 | 0.25% | 19,564 | 122 | 0.6% | $12.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,050.76万 | 0.25% | 47,326 | 240 | 0.5% | $10.40万 | 加仓 |
| TSLA | TESLA INC | $2,031.68万 | 0.24% | 48,304 | 1,217 | 2.6% | $51.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,957.59万 | 0.24% | 33,699 | 723 | 2.2% | $42.00万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,956.35万 | 0.24% | 29,827 | 633 | 2.2% | $41.52万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,946.03万 | 0.23% | 490,430 | -23,477 | -4.6% | -$93.16万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,940.87万 | 0.23% | 624,073 | 20,121 | 3.3% | $62.58万 | 加仓 |
| QYLD | GLOBAL X FDS | $1,917.75万 | 0.23% | 1,040,560 | 12,125 | 1.2% | $22.35万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,891.54万 | 0.23% | 63,260 | 5,578 | 9.7% | $166.79万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,870.59万 | 0.23% | 379,584 | 22,369 | 6.3% | $110.23万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,864.54万 | 0.22% | 75,730 | 273 | 0.4% | $6.72万 | 加仓 |
| XYLD | GLOBAL X FDS | $1,851.58万 | 0.22% | 453,929 | 6,166 | 1.4% | $25.15万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,840.63万 | 0.22% | 319,166 | 172,441 | 117.5% | $994.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,827.27万 | 0.22% | 35,578 | 3,190 | 9.8% | $163.84万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $1,796.03万 | 0.22% | 391,207 | 26,056 | 7.1% | $119.62万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $1,791.05万 | 0.22% | 70,522 | 4,106 | 6.2% | $104.28万 | 加仓 |
| KLAC | KLA CORP | $1,779.16万 | 0.21% | 58,969 | 2,639 | 4.7% | $79.62万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $1,773.16万 | 0.21% | 649,260 | 10,086 | 1.6% | $27.55万 | 加仓 |
| LQD | ISHARES TR | $1,761.38万 | 0.21% | 161,491 | 21,756 | 15.6% | $237.29万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,741.80万 | 0.21% | 480,364 | 115,794 | 31.8% | $419.87万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,736.10万 | 0.21% | 733,151 | 52,181 | 7.7% | $123.56万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,734.83万 | 0.21% | 87,795 | 16,189 | 22.6% | $319.89万 | 加仓 |
| EWG | ISHARES INC | $1,718.65万 | 0.21% | 415,435 | 415,435 | — | $1,718.65万 | 新建仓 |
| GGUS | GOLDMAN SACHS ETF TR | $1,713.47万 | 0.21% | 251,058 | 15,428 | 6.5% | $105.30万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $1,709.73万 | 0.21% | 763,272 | 266,634 | 53.7% | $597.26万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,690.21万 | 0.20% | 337,031 | 19,979 | 6.3% | $100.19万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,672.39万 | 0.20% | 375,987 | 40,659 | 12.1% | $180.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,667.56万 | 0.20% | 206,970 | -790 | -0.4% | -$6.37万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,609.30万 | 0.19% | 88,956 | 6,772 | 8.2% | $122.51万 | 加仓 |
| MTUM | ISHARES TR | $1,608.11万 | 0.19% | 46,907 | 20,310 | 76.4% | $696.29万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $1,586.77万 | 0.19% | 813,521 | 7,536 | 0.9% | $14.70万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $1,568.62万 | 0.19% | 1,078,833 | -41,639 | -3.7% | -$60.54万 | 减仓 |