Principle Wealth Partners LLC
MADISON CT · SEC CIK 0001743413
$17.50亿2026Q1 申报市值
380持仓数
40.7%前十大占比 · 第一大 8.0%
19 / 12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
IDVO 加仓+$1,206.65万
BKDV 加仓+$478.78万
XLG 加仓+$468.97万
PWRD 加仓+$340.73万
UNH 加仓+$248.56万
2026Q1 卖出最多 按季末市值估算
SPGP 减仓-$132.27万
AAPL 减仓-$131.79万
SMTH 减仓-$88.53万
VIG 减仓-$82.02万
VYM 减仓-$79.86万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -5,100 | -100.0% | -$313.30万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -8,350 | -100.0% | -$48.75万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,152 | -100.0% | -$41.32万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -602 | -100.0% | -$40.56万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,803 | -100.0% | -$31.06万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -7,730 | -100.0% | -$28.32万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,075 | -100.0% | -$28.22万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -3,575 | -100.0% | -$25.65万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,352 | -100.0% | -$21.76万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -4,699 | -100.0% | -$21.33万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -5,084 | -100.0% | -$21.20万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,010 | -100.0% | -$20.07万 | 清仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $11.42万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $13.01万 | 0.01% | 12,000 | 12,000 | — | $13.01万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $14.64万 | 0.01% | 12,153 | 1,780 | 17.2% | $2.14万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $14.79万 | 0.01% | 160,000 | 110,000 | 220.0% | $10.17万 | 加仓 |
| WU | WESTERN UN CO | $15.31万 | 0.01% | 17,533 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $16.54万 | 0.01% | 12,242 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $17.32万 | 0.01% | 11,020 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $17.50万 | 0.01% | 12,800 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $17.85万 | 0.01% | 44,086 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $20.09万 | 0.01% | 3,130 | 3,130 | — | $20.09万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $20.10万 | 0.01% | 7,326 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $20.21万 | 0.01% | 5,084 | 5,084 | — | $20.21万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.32万 | 0.01% | 7,078 | -56 | -0.8% | -$1,608 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.38万 | 0.01% | 440 | -100 | -18.5% | -$4.63万 | 减仓 |
| AEE | AMEREN CORP | $20.69万 | 0.01% | 1,882 | 1,882 | — | $20.69万 | 新建仓 |
| TIP | ISHARES TR | $20.73万 | 0.01% | 1,878 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL REALTY TRUST INC | $20.75万 | 0.01% | 11,180 | -60 | -0.5% | -$1,114 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $20.79万 | 0.01% | 11,309 | 1,038 | 10.1% | $1.91万 | 加仓 |
| TEX | TEREX CORP NEW | $21.10万 | 0.01% | 3,571 | 3,571 | — | $21.10万 | 新建仓 |
| IWR | ISHARES TR | $21.11万 | 0.01% | 2,171 | -371 | -14.6% | -$3.61万 | 减仓 |
| TMUS | T-MOBILE US INC | $21.25万 | 0.01% | 1,012 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $21.29万 | 0.01% | 3,392 | -33 | -1.0% | -$2,071 | 减仓 |
| BN | BROOKFIELD CORP | $21.60万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $21.61万 | 0.01% | 3,115 | -24 | -0.8% | -$1,665 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $21.64万 | 0.01% | 6,092 | 6,092 | — | $21.64万 | 新建仓 |
| BWA | BORGWARNER INC | $21.70万 | 0.01% | 4,000 | -2,500 | -38.5% | -$13.56万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $21.76万 | 0.01% | 4,370 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $21.93万 | 0.01% | 4,778 | -753 | -13.6% | -$3.46万 | 减仓 |
| MPC | MARATHON PETE CORP | $22.02万 | 0.01% | 902 | 902 | — | $22.02万 | 新建仓 |
| VICI | VICI PPTYS INC | $22.21万 | 0.01% | 8,130 | 1,745 | 27.3% | $4.77万 | 重新持有 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.70万 | 0.01% | 5,180 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $22.80万 | 0.01% | 6,312 | 6,312 | — | $22.80万 | 新建仓 |
| TTE | TOTALENERGIES SE | $23.04万 | 0.01% | 2,532 | 2,532 | — | $23.04万 | 新建仓 |
| FLNG | FLEX LNG LTD | $23.19万 | 0.01% | 7,806 | -500 | -6.0% | -$1.49万 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.26万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $23.43万 | 0.01% | 7,500 | -1,500 | -16.7% | -$4.69万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $23.44万 | 0.01% | 2,540 | -285 | -10.1% | -$2.63万 | 减仓 |
| MCO | MOODYS CORP | $23.57万 | 0.01% | 540 | 5 | 0.9% | $2,182 | 加仓 |
| KVUE | KENVUE INC | $23.61万 | 0.01% | 13,694 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $23.73万 | 0.01% | 4,467 | 4,467 | — | $23.73万 | 新建仓 |
| EZM | WISDOMTREE TR | $23.77万 | 0.01% | 3,536 | 10 | 0.3% | $672 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $24.00万 | 0.01% | 4,957 | -1,615 | -24.6% | -$7.82万 | 重新持有 |
| NKE | NIKE INC | $24.39万 | 0.01% | 4,617 | 9 | 0.2% | $475 | 加仓 |
| HYG | ISHARES TR | $24.40万 | 0.01% | 3,067 | 143 | 4.9% | $1.14万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.84万 | 0.01% | 1,362 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $25.09万 | 0.01% | 4,434 | -291 | -6.2% | -$1.65万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.64万 | 0.01% | 1,630 | 92 | 6.0% | $1.45万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.75万 | 0.01% | 4,324 | 4,324 | — | $25.75万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.75万 | 0.01% | 1,189 | -6 | -0.5% | -$1,299 | 减仓 |
| CTAS | CINTAS CORP | $25.91万 | 0.01% | 1,532 | -4 | -0.3% | -$677 | 减仓 |
| VRSN | VERISIGN INC | $26.08万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $26.15万 | 0.01% | 1,934 | -150 | -7.2% | -$2.03万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.23万 | 0.02% | 3,142 | -768 | -19.6% | -$6.65万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $27.52万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $27.63万 | 0.02% | 1,088 | -11 | -1.0% | -$2,793 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $27.79万 | 0.02% | 11,445 | 11,445 | — | $27.79万 | 新建仓 |
| C | CITIGROUP INC | $27.86万 | 0.02% | 2,457 | 54 | 2.2% | $6,124 | 加仓 |
| IWV | ISHARES TR | $28.33万 | 0.02% | 764 | -52 | -6.4% | -$1.93万 | 减仓 |
| PAYX | PAYCHEX INC | $28.94万 | 0.02% | 3,142 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $28.96万 | 0.02% | 2,000 | -5 | -0.2% | -$724 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.04万 | 0.02% | 1,465 | -185 | -11.2% | -$3.67万 | 减仓 |
| KLAC | KLA CORP | $29.20万 | 0.02% | 198 | 20 | 11.2% | $2.95万 | 加仓 |
| TGT | TARGET CORP | $29.45万 | 0.02% | 2,430 | -15 | -0.6% | -$1,818 | 减仓 |
| IWB | ISHARES TR | $29.84万 | 0.02% | 837 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.32万 | 0.02% | 4,441 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $30.49万 | 0.02% | 1,961 | 56 | 2.9% | $8,707 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.02万 | 0.02% | 1,522 | 2 | 0.1% | $408 | 加仓 |
| BILS | SPDR SERIES TRUST | $31.05万 | 0.02% | 3,122 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $31.05万 | 0.02% | 1,453 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $31.06万 | 0.02% | 2,452 | 45 | 1.9% | $5,700 | 加仓 |
| WMB | WILLIAMS COS INC | $31.15万 | 0.02% | 4,280 | -3,089 | -41.9% | -$22.48万 | 减仓 |
| CWB | SPDR SERIES TRUST | $31.26万 | 0.02% | 3,416 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $31.37万 | 0.02% | 6,850 | -200 | -2.8% | -$9,160 | 减仓 |
| PFF | ISHARES TR | $32.02万 | 0.02% | 10,560 | -3,597 | -25.4% | -$10.91万 | 减仓 |
| SNOW | SNOWFLAKE INC | $32.29万 | 0.02% | 2,141 | 2,141 | — | $32.29万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $32.46万 | 0.02% | 16,882 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $32.74万 | 0.02% | 1,920 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $32.84万 | 0.02% | 22,235 | 2,850 | 14.7% | $4.21万 | 加仓 |
| QUAL | ISHARES TR | $33.14万 | 0.02% | 1,728 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $33.50万 | 0.02% | 5,435 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $33.52万 | 0.02% | 2,895 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $33.59万 | 0.02% | 4,630 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $33.71万 | 0.02% | 2,419 | -100 | -4.0% | -$1.39万 | 减仓 |
| EOG | EOG RES INC | $33.89万 | 0.02% | 2,344 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $34.26万 | 0.02% | 13,152 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $34.51万 | 0.02% | 7,131 | 0 | 0.0% | — | 不变 |