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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $1,564.97万 | 0.19% | 262,182 | 5,993 | 2.3% | $35.77万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $1,564.38万 | 0.19% | 309,189 | 309,189 | — | $1,564.38万 | 新建仓 |
| — | EXXON MOBIL CORP | $1,557.06万 | 0.19% | 113,887 | 4,736 | 4.3% | $64.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,544.53万 | 0.19% | 22,488 | 791 | 3.6% | $54.33万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,542.63万 | 0.19% | 421,483 | 132,312 | 45.8% | $484.26万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,532.38万 | 0.18% | 457,974 | 72,816 | 18.9% | $243.64万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,506.39万 | 0.18% | 116,756 | 5,086 | 4.6% | $65.62万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,502.99万 | 0.18% | 200,025 | 13,203 | 7.1% | $99.21万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $1,492.00万 | 0.18% | 270,142 | -15,965 | -5.6% | -$88.17万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,485.53万 | 0.18% | 339,551 | 28,957 | 9.3% | $126.69万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,480.94万 | 0.18% | 539,112 | 40,527 | 8.1% | $111.33万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,478.98万 | 0.18% | 563,852 | 99,446 | 21.4% | $260.85万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,475.75万 | 0.18% | 348,629 | 19,936 | 6.1% | $84.39万 | 加仓 |
| WMT | WALMART INC | $1,425.17万 | 0.17% | 125,832 | -4,486 | -3.4% | -$50.81万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $1,424.87万 | 0.17% | 608,397 | 196,861 | 47.8% | $461.05万 | 加仓 |
| INTC | INTEL CORP | $1,405.11万 | 0.17% | 100,631 | 10,503 | 11.7% | $146.65万 | 加仓 |
| IWX | ISHARES TR | $1,379.58万 | 0.17% | 131,189 | -52,004 | -28.4% | -$546.87万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $1,368.29万 | 0.16% | 354,662 | 354,662 | — | $1,368.29万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,343.31万 | 0.16% | 337,940 | 54,968 | 19.4% | $218.50万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $1,324.73万 | 0.16% | 416,843 | 225,587 | 118.0% | $716.92万 | 加仓 |
| IWY | ISHARES TR | $1,308.30万 | 0.16% | 45,018 | -17,362 | -27.8% | -$504.57万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,282.57万 | 0.15% | 496,159 | 53,432 | 12.1% | $138.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,265.34万 | 0.15% | 76,336 | 2,957 | 4.0% | $49.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,260.73万 | 0.15% | 30,333 | 4,884 | 19.2% | $202.99万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,249.12万 | 0.15% | 135,377 | -1,765 | -1.3% | -$16.29万 | 减仓 |
| JNK | SPDR SERIES TRUST | $1,248.21万 | 0.15% | 129,523 | 47,142 | 57.2% | $454.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,235.68万 | 0.15% | 40,765 | 4,175 | 11.4% | $126.55万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,234.07万 | 0.15% | 570,535 | -17,478 | -3.0% | -$37.80万 | 减仓 |
| CSCO | CISCO SYS INC | $1,231.74万 | 0.15% | 104,865 | -7,485 | -6.7% | -$87.92万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $1,229.86万 | 0.15% | 297,716 | -16,650 | -5.3% | -$68.78万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,228.58万 | 0.15% | 125,110 | 4,690 | 3.9% | $46.06万 | 加仓 |
| MUB | ISHARES TR | $1,220.98万 | 0.15% | 113,453 | 27,823 | 32.5% | $299.43万 | 加仓 |
| HD | HOME DEPOT INC | $1,215.16万 | 0.15% | 34,455 | -1,886 | -5.2% | -$66.52万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,211.05万 | 0.15% | 149,402 | 7,167 | 5.0% | $58.10万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,201.18万 | 0.14% | 100,948 | 78,918 | 358.2% | $939.05万 | 加仓 |
| AIQ | GLOBAL X FDS | $1,177.14万 | 0.14% | 179,415 | 667 | 0.4% | $4.38万 | 加仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $1,174.03万 | 0.14% | 468,687 | 56,846 | 13.8% | $142.40万 | 加仓 |
| RTX | RTX CORPORATION | $1,172.10万 | 0.14% | 61,777 | -2,078 | -3.3% | -$39.43万 | 减仓 |
| KO | COCA COLA CO | $1,165.91万 | 0.14% | 143,462 | 4,422 | 3.2% | $35.94万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,140.93万 | 0.14% | 105,857 | 846 | 0.8% | $9.12万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,138.14万 | 0.14% | 147,365 | 12,372 | 9.2% | $95.55万 | 加仓 |
| IJH | ISHARES TR | $1,134.06万 | 0.14% | 147,070 | -16,659 | -10.2% | -$128.46万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,133.86万 | 0.14% | 63,614 | 2,214 | 3.6% | $39.46万 | 加仓 |
| ABBV | ABBVIE INC | $1,129.84万 | 0.14% | 44,899 | -13,618 | -23.3% | -$342.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,128.18万 | 0.14% | 12,060 | 782 | 6.9% | $73.15万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,125.94万 | 0.14% | 224,156 | 21,279 | 10.5% | $106.88万 | 加仓 |
| EWU | ISHARES TR | $1,121.12万 | 0.13% | 242,982 | -259,081 | -51.6% | -$1,195.40万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,084.51万 | 0.13% | 223,933 | 29,495 | 15.2% | $142.84万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,067.94万 | 0.13% | 244,324 | 130,494 | 114.6% | $570.39万 | 加仓 |
| IGF | ISHARES TR | $1,067.45万 | 0.13% | 160,277 | 8,405 | 5.5% | $55.98万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,061.00万 | 0.13% | 163,583 | 89,553 | 121.0% | $580.84万 | 加仓 |
| WFC | WELLS FARGO &CO | $1,057.28万 | 0.13% | 127,938 | -5,316 | -4.0% | -$43.93万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,041.25万 | 0.13% | 220,603 | 33,711 | 18.0% | $159.12万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1,031.61万 | 0.12% | 166,094 | 31,475 | 23.4% | $195.49万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,028.72万 | 0.12% | 112,724 | 6,515 | 6.1% | $59.46万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,025.06万 | 0.12% | 508,212 | 103,015 | 25.4% | $207.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,021.03万 | 0.12% | 193,524 | -35,654 | -15.6% | -$188.11万 | 减仓 |
| USMV | ISHARES TR | $1,018.89万 | 0.12% | 105,628 | 2,145 | 2.1% | $20.69万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,011.55万 | 0.12% | 287,045 | 38,526 | 15.5% | $135.77万 | 加仓 |
| EFAV | ISHARES TR | $1,000.14万 | 0.12% | 114,028 | -1,567 | -1.4% | -$13.74万 | 减仓 |
| TJX | TJX COS INC NEW | $996.73万 | 0.12% | 65,791 | -75 | -0.1% | -$1.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $991.48万 | 0.12% | 9,803 | -513 | -5.0% | -$51.89万 | 减仓 |
| NFLX | NETFLIX INC. | $989.84万 | 0.12% | 138,632 | 33,068 | 31.3% | $236.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $964.30万 | 0.12% | 61,020 | 1,027 | 1.7% | $16.23万 | 加仓 |
| ASML | ASML HLDG NV | $960.50万 | 0.12% | 4,828 | 736 | 18.0% | $146.42万 | 加仓 |
| GARP | ISHARES TR | $938.43万 | 0.11% | 113,680 | 10,709 | 10.4% | $88.40万 | 加仓 |
| MRK | MERCK &CO INC | $936.73万 | 0.11% | 72,897 | 227 | 0.3% | $2.92万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $935.14万 | 0.11% | 216,768 | 17,785 | 8.9% | $76.72万 | 加仓 |
| MS | MORGAN STANLEY | $921.79万 | 0.11% | 44,097 | -2,857 | -6.1% | -$59.72万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $913.24万 | 0.11% | 432,404 | 54,012 | 14.3% | $114.07万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $912.82万 | 0.11% | 120,430 | -5,315 | -4.2% | -$40.29万 | 减仓 |
| GE | GE AEROSPACE | $889.48万 | 0.11% | 23,800 | 2,706 | 12.8% | $101.13万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $885.89万 | 0.11% | 175,876 | 20,198 | 13.0% | $101.74万 | 加仓 |
| PEP | PEPSICO INC | $880.79万 | 0.11% | 65,051 | 33,117 | 103.7% | $448.41万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $880.72万 | 0.11% | 113,043 | 15,412 | 15.8% | $120.07万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $879.94万 | 0.11% | 591,357 | -24,383 | -4.0% | -$36.28万 | 减仓 |
| QCOM | QUALCOMM INC | $873.15万 | 0.11% | 47,251 | -8,854 | -15.8% | -$163.61万 | 减仓 |
| BAC | BANK OF AMER CORP | $869.30万 | 0.10% | 152,562 | 9,875 | 6.9% | $56.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $867.07万 | 0.10% | 25,634 | -1,509 | -5.6% | -$51.04万 | 减仓 |
| GLD | SPDR GOLD TR | $867.03万 | 0.10% | 23,536 | 3,347 | 16.6% | $123.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $860.96万 | 0.10% | 36,386 | 24,287 | 200.7% | $574.68万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $851.48万 | 0.10% | 289,620 | 7,935 | 2.8% | $23.33万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $850.88万 | 0.10% | 232,928 | -6,751 | -2.8% | -$24.66万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $817.32万 | 0.10% | 21,134 | 175 | 0.8% | $6.77万 | 加仓 |
| HDV | ISHARES TR | $817.21万 | 0.10% | 298,144 | 60,954 | 25.7% | $167.08万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $814.07万 | 0.10% | 328,521 | 99,007 | 43.1% | $245.34万 | 加仓 |
| SDIV | GLOBAL X FDS | $813.35万 | 0.10% | 332,794 | 2,712 | 0.8% | $6.63万 | 加仓 |
| UNP | UNION PAC CORP | $801.28万 | 0.10% | 29,459 | 4,617 | 18.6% | $125.58万 | 加仓 |
| TXN | TEXAS INSTRS INC | $801.06万 | 0.10% | 26,875 | 2,365 | 9.6% | $70.49万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $798.90万 | 0.10% | 12,508 | -172 | -1.4% | -$10.99万 | 减仓 |
| TIP | ISHARES TR | $792.63万 | 0.10% | 72,433 | 3,370 | 4.9% | $36.88万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $791.91万 | 0.10% | 156,815 | 2,140 | 1.4% | $10.81万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $790.20万 | 0.10% | 155,996 | 37,281 | 31.4% | $188.85万 | 加仓 |
| C | CITIGROUP INC | $781.69万 | 0.09% | 55,851 | -2,145 | -3.7% | -$30.02万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $775.37万 | 0.09% | 124,009 | 49,328 | 66.1% | $308.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $771.77万 | 0.09% | 152,584 | 12,647 | 9.0% | $63.97万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $769.34万 | 0.09% | 148,579 | 84,575 | 132.1% | $437.93万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $767.88万 | 0.09% | 189,204 | -304,031 | -61.6% | -$1,233.91万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $766.47万 | 0.09% | 110,713 | 110,713 | — | $766.47万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $764.82万 | 0.09% | 49,852 | 2,069 | 4.3% | $31.74万 | 加仓 |