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 |
|---|---|---|---|---|---|---|---|---|
| USMC | PRINCIPAL EXCHANGE TRADED FD | $3.05亿 | 4.47% | 4,736,954 | 266,347 | 6.0% | $1,712.93万 | 加仓 |
| IVV | ISHARES TR | $2.02亿 | 2.97% | 309,596 | 14,344 | 4.9% | $936.96万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $1.45亿 | 2.13% | 2,536,322 | 216,897 | 9.4% | $1,243.35万 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $1.41亿 | 2.06% | 4,141,800 | 417,272 | 11.2% | $1,417.06万 | 加仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $1.40亿 | 2.05% | 4,819,169 | 1,879,888 | 64.0% | $5,449.80万 | 加仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $1.39亿 | 2.04% | 4,254,860 | 368,401 | 9.5% | $1,205.41万 | 加仓 |
| AGG | ISHARES TR | $1.35亿 | 1.98% | 1,357,568 | -30,609 | -2.2% | -$303.86万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $1.04亿 | 1.52% | 1,157,612 | -22,865 | -1.9% | -$204.85万 | 减仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $1.00亿 | 1.47% | 4,852,973 | 695,053 | 16.7% | $1,434.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,377.48万 | 1.23% | 480,360 | 54,295 | 12.7% | $946.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,289.33万 | 1.22% | 223,933 | 21,525 | 10.6% | $796.79万 | 加仓 |
| AAPL | APPLE INC | $7,993.37万 | 1.17% | 314,960 | 25,170 | 8.7% | $638.79万 | 加仓 |
| PY | PRINCIPAL EXCHANGE TRADED FD | $7,354.86万 | 1.08% | 1,428,413 | 270,781 | 23.4% | $1,394.24万 | 加仓 |
| IUSV | ISHARES TR | $7,178.80万 | 1.05% | 702,083 | 74,434 | 11.9% | $761.09万 | 加仓 |
| AMZN | AMAZON COM INC | $7,057.42万 | 1.04% | 338,859 | 15,507 | 4.8% | $322.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,633.04万 | 0.97% | 866,610 | 32,742 | 3.9% | $250.61万 | 加仓 |
| IWB | ISHARES TR | $6,503.76万 | 0.95% | 182,403 | 2,651 | 1.5% | $94.52万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $6,325.74万 | 0.93% | 3,336,359 | 464,300 | 16.2% | $880.31万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $5,973.30万 | 0.88% | 1,445,620 | 127,909 | 9.7% | $528.52万 | 加仓 |
| IEFA | ISHARES TR | $5,778.86万 | 0.85% | 638,337 | 119,490 | 23.0% | $1,081.74万 | 加仓 |
| IEMG | ISHARES INC | $5,604.38万 | 0.82% | 803,495 | -10,241 | -1.3% | -$71.43万 | 减仓 |
| GOOGL | ALPHABET INC | $5,600.90万 | 0.82% | 194,773 | 2,243 | 1.2% | $64.50万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $5,486.85万 | 0.80% | 1,368,975 | 67,089 | 5.2% | $268.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,463.61万 | 0.80% | 170,307 | 12,463 | 7.9% | $399.82万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,186.47万 | 0.76% | 1,949,070 | 366,612 | 23.2% | $975.55万 | 加仓 |
| IJR | ISHARES TR | $4,931.68万 | 0.72% | 396,724 | 35,379 | 9.8% | $439.80万 | 加仓 |
| IVW | ISHARES TR | $4,774.52万 | 0.70% | 422,113 | -12,598 | -2.9% | -$142.50万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $4,430.00万 | 0.65% | 212,930 | 63,882 | 42.9% | $1,329.06万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,342.71万 | 0.64% | 1,006,889 | 60,997 | 6.4% | $263.08万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,295.74万 | 0.63% | 1,474,680 | 115,579 | 8.5% | $336.68万 | 加仓 |
| IDEV | ISHARES TR | $4,148.32万 | 0.61% | 496,389 | -10,060 | -2.0% | -$84.07万 | 减仓 |
| META | META PLATFORMS INC | $4,116.31万 | 0.60% | 71,947 | 3,931 | 5.8% | $224.90万 | 加仓 |
| IUSG | ISHARES TR | $3,942.94万 | 0.58% | 254,203 | -52,654 | -17.2% | -$816.72万 | 减仓 |
| AVGO | BROADCOM INC | $3,905.43万 | 0.57% | 126,181 | 12,847 | 11.3% | $397.63万 | 加仓 |
| GOOG | ALPHABET INC | $3,742.87万 | 0.55% | 130,477 | 8,238 | 6.7% | $236.32万 | 加仓 |
| IXUS | ISHARES TR | $3,687.39万 | 0.54% | 425,599 | -301 | -0.1% | -$2.61万 | 减仓 |
| MBB | ISHARES TR | $3,522.23万 | 0.52% | 370,956 | 91,372 | 32.7% | $867.58万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $3,486.51万 | 0.51% | 278,631 | 23,376 | 9.2% | $292.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,197.06万 | 0.47% | 498,917 | 12,908 | 2.7% | $82.71万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $3,017.89万 | 0.44% | 102,594 | 5,662 | 5.8% | $166.55万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,003.64万 | 0.44% | 407,882 | 9,381 | 2.4% | $69.08万 | 加仓 |
| GOVT | ISHARES TR | $2,985.51万 | 0.44% | 1,303,146 | 527,247 | 68.0% | $1,207.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,895.12万 | 0.42% | 147,560 | -3,289 | -2.2% | -$64.53万 | 减仓 |
| IUSB | ISHARES TR | $2,837.44万 | 0.42% | 614,297 | 70,971 | 13.1% | $327.81万 | 加仓 |
| IVE | ISHARES TR | $2,701.32万 | 0.40% | 127,933 | -14,079 | -9.9% | -$297.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,699.57万 | 0.40% | 46,772 | 2,238 | 5.0% | $129.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,566.44万 | 0.38% | 53,557 | 4,355 | 8.9% | $208.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,489.24万 | 0.37% | 427,852 | 19,072 | 4.7% | $110.96万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $2,449.51万 | 0.36% | 694,896 | 27,202 | 4.1% | $95.89万 | 加仓 |
| V | VISA INC | $2,428.07万 | 0.36% | 80,335 | 5,450 | 7.3% | $164.72万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,398.78万 | 0.35% | 70,981 | -5,058 | -6.7% | -$170.93万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,331.65万 | 0.34% | 411,371 | -115,463 | -21.9% | -$654.44万 | 减仓 |
| EWU | ISHARES TR | $2,287.40万 | 0.34% | 502,063 | 10,080 | 2.0% | $45.92万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $2,282.05万 | 0.33% | 1,212,564 | 285,169 | 30.7% | $536.69万 | 加仓 |
| ITOT | ISHARES TR | $2,245.84万 | 0.33% | 157,681 | -2,189 | -1.4% | -$31.18万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $2,233.96万 | 0.33% | 910,332 | 472,907 | 108.1% | $1,160.51万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,188.11万 | 0.32% | 395,286 | 15,334 | 4.0% | $84.88万 | 加仓 |
| LLY | ELI LILLY &CO | $2,129.80万 | 0.31% | 23,156 | 1,851 | 8.7% | $170.25万 | 加仓 |
| QUAL | ISHARES TR | $2,122.05万 | 0.31% | 110,632 | 1,638 | 1.5% | $31.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,085.63万 | 0.31% | 263,105 | 42,222 | 19.1% | $334.69万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,999.57万 | 0.29% | 493,235 | 118,017 | 31.5% | $478.44万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,966.21万 | 0.29% | 513,907 | 38,248 | 8.0% | $146.34万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $1,942.21万 | 0.28% | 659,492 | 11,281 | 1.7% | $33.22万 | 加仓 |
| HYG | ISHARES TR | $1,889.49万 | 0.28% | 237,492 | -9,415 | -3.8% | -$74.91万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,852.15万 | 0.27% | 127,717 | 58,090 | 83.4% | $842.42万 | 加仓 |
| — | EXXON MOBIL CORP | $1,851.85万 | 0.27% | 109,151 | 74 | 0.1% | $1.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,840.14万 | 0.27% | 28,295 | 4,152 | 17.2% | $270.02万 | 加仓 |
| COWZ | PACER FDS TR | $1,765.46万 | 0.26% | 282,202 | 149,333 | 112.4% | $934.23万 | 加仓 |
| QYLD | GLOBAL X FDS | $1,763.77万 | 0.26% | 1,028,435 | 25,733 | 2.6% | $44.13万 | 加仓 |
| XYLD | GLOBAL X FDS | $1,752.10万 | 0.26% | 447,763 | 15,084 | 3.5% | $59.02万 | 加仓 |
| TSLA | TESLA INC | $1,750.47万 | 0.26% | 47,087 | 5,726 | 13.8% | $212.87万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $1,700.05万 | 0.25% | 286,107 | -1,439 | -0.5% | -$8.55万 | 减仓 |
| IWX | ISHARES TR | $1,697.65万 | 0.25% | 183,193 | -37,559 | -17.0% | -$348.06万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,682.01万 | 0.25% | 603,952 | 15,013 | 2.5% | $41.81万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $1,672.39万 | 0.25% | 365,151 | 29,076 | 8.7% | $133.17万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $1,623.47万 | 0.24% | 66,416 | 3,899 | 6.2% | $95.31万 | 加仓 |
| WMT | WALMART INC | $1,619.59万 | 0.24% | 130,318 | -3,719 | -2.8% | -$46.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,618.29万 | 0.24% | 32,388 | 2,597 | 8.7% | $129.76万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $1,604.01万 | 0.24% | 639,174 | 65,447 | 11.4% | $164.24万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,589.07万 | 0.23% | 317,052 | 113,343 | 55.6% | $568.08万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,570.83万 | 0.23% | 57,682 | 1,481 | 2.6% | $40.33万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,552.89万 | 0.23% | 75,457 | 1,823 | 2.5% | $37.52万 | 加仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $1,552.80万 | 0.23% | 805,985 | 71,086 | 9.7% | $136.95万 | 加仓 |
| IWY | ISHARES TR | $1,552.26万 | 0.23% | 62,380 | -4,925 | -7.3% | -$122.55万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $1,545.13万 | 0.23% | 1,120,472 | -13,385 | -1.2% | -$18.46万 | 减仓 |
| LQD | ISHARES TR | $1,522.98万 | 0.22% | 139,735 | -57,247 | -29.1% | -$623.94万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,519.59万 | 0.22% | 357,215 | 60,317 | 20.3% | $256.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,518.22万 | 0.22% | 73,379 | 3,717 | 5.3% | $76.91万 | 加仓 |
| SHV | ISHARES TR | $1,515.97万 | 0.22% | 137,329 | 113,041 | 465.4% | $1,247.86万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,505.92万 | 0.22% | 181,984 | 807 | 0.4% | $6.68万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,500.47万 | 0.22% | 347,331 | 15,112 | 4.5% | $65.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,491.59万 | 0.22% | 51,940 | 7,681 | 17.4% | $220.58万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,463.40万 | 0.21% | 680,970 | 42,195 | 6.6% | $90.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,398.78万 | 0.21% | 40,925 | 179 | 0.4% | $6.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,384.70万 | 0.20% | 256,189 | 7,952 | 3.2% | $42.98万 | 加仓 |
| CAT | CATERPILLAR INC | $1,377.38万 | 0.20% | 19,442 | -1,749 | -8.3% | -$123.91万 | 减仓 |
| GGUS | GOLDMAN SACHS ETF TR | $1,366.18万 | 0.20% | 235,630 | 21,389 | 10.0% | $124.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,358.83万 | 0.20% | 82,184 | 6,122 | 8.0% | $101.22万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,353.66万 | 0.20% | 498,585 | 60,595 | 13.8% | $164.52万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,319.55万 | 0.19% | 71,606 | 9,207 | 14.8% | $169.67万 | 加仓 |