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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $35.05万 | 0.02% | 7,554 | 5 | 0.1% | $232 | 加仓 |
| MET | METLIFE INC | $35.22万 | 0.02% | 4,980 | 100 | 2.0% | $7,073 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $35.24万 | 0.02% | 6,185 | -45 | -0.7% | -$2,564 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $35.32万 | 0.02% | 24,475 | 24,475 | — | $35.32万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $35.41万 | 0.02% | 3,154 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $36.88万 | 0.02% | 7,260 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $37.04万 | 0.02% | 4,662 | 139 | 3.1% | $1.10万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $37.83万 | 0.02% | 5,797 | 40 | 0.7% | $2,611 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $38.36万 | 0.02% | 1,614 | 159 | 10.9% | $3.78万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $38.42万 | 0.02% | 10,380 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $38.46万 | 0.02% | 11,494 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $38.85万 | 0.02% | 1,869 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $39.14万 | 0.02% | 1,310 | 1 | 0.1% | $299 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $39.35万 | 0.02% | 1,400 | -200 | -12.5% | -$5.62万 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.36万 | 0.02% | 228 | -37 | -14.0% | -$6.39万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $39.51万 | 0.02% | 3,424 | -100 | -2.8% | -$1.15万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $39.53万 | 0.02% | 4,400 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $39.90万 | 0.02% | 8,958 | 8,958 | — | $39.90万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $39.93万 | 0.02% | 1,321 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $40.21万 | 0.02% | 2,458 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $40.82万 | 0.02% | 4,489 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $40.89万 | 0.02% | 11,620 | -284 | -2.4% | -$9,994 | 减仓 |
| ABNB | AIRBNB INC | $41.42万 | 0.02% | 3,280 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $41.55万 | 0.02% | 6,148 | -25 | -0.4% | -$1,690 | 减仓 |
| — | HOLOGIC INC | $41.57万 | 0.02% | 5,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $41.67万 | 0.02% | 1,000 | -6 | -0.6% | -$2,500 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $42.23万 | 0.02% | 9,100 | -1,047 | -10.3% | -$4.86万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $42.25万 | 0.02% | 4,555 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $42.38万 | 0.02% | 5,964 | -25 | -0.4% | -$1,777 | 减仓 |
| MSA | MSA SAFETY INC | $42.55万 | 0.02% | 2,595 | -3 | -0.1% | -$492 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $42.56万 | 0.02% | 12,693 | 1,176 | 10.2% | $3.94万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $42.80万 | 0.02% | 6,167 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $43.10万 | 0.02% | 785 | -2 | -0.3% | -$1,098 | 减仓 |
| IWY | ISHARES TR | $43.20万 | 0.02% | 1,736 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $43.37万 | 0.02% | 9,527 | 212 | 2.3% | $9,650 | 加仓 |
| IEI | ISHARES TR | $43.47万 | 0.02% | 3,665 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $43.87万 | 0.03% | 11,788 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $44.82万 | 0.03% | 1,327 | 1,327 | — | $44.82万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.01万 | 0.03% | 15,477 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $45.10万 | 0.03% | 9,450 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $45.21万 | 0.03% | 11,541 | -600 | -4.9% | -$2.35万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $45.31万 | 0.03% | 6,299 | -2,707 | -30.1% | -$19.47万 | 减仓 |
| NVO | NOVO-NORDISK A S | $45.44万 | 0.03% | 12,365 | 644 | 5.5% | $2.37万 | 加仓 |
| UL | UNILEVER PLC | $45.66万 | 0.03% | 8,015 | -347 | -4.1% | -$1.98万 | 减仓 |
| KKR | KKR & CO INC | $46.53万 | 0.03% | 5,030 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $46.69万 | 0.03% | 10,440 | 322 | 3.2% | $1.44万 | 加仓 |
| ITOT | ISHARES TR | $47.51万 | 0.03% | 3,336 | 3 | 0.1% | $427 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.56万 | 0.03% | 12,380 | 1,793 | 16.9% | $6.89万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $47.58万 | 0.03% | 2,757 | -25 | -0.9% | -$4,314 | 减仓 |
| IYR | ISHARES TR | $48.23万 | 0.03% | 5,100 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $48.31万 | 0.03% | 6,646 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $48.54万 | 0.03% | 4,684 | 2,139 | 84.0% | $22.16万 | 加仓 |
| PJT | PJT PARTNERS INC | $49.10万 | 0.03% | 3,514 | 9 | 0.3% | $1,258 | 加仓 |
| MGK | VANGUARD WORLD FD | $49.24万 | 0.03% | 1,340 | 2 | 0.1% | $735 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.27万 | 0.03% | 8,722 | -839 | -8.8% | -$4.84万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $50.39万 | 0.03% | 5,400 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $50.41万 | 0.03% | 28,400 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $51.69万 | 0.03% | 6,386 | 6,386 | — | $51.69万 | 新建仓 |
| INTU | INTUIT | $51.74万 | 0.03% | 1,197 | -220 | -15.5% | -$9.51万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $51.89万 | 0.03% | 10,302 | -1,956 | -16.0% | -$9.85万 | 减仓 |
| NOBL | PROSHARES TR | $51.98万 | 0.03% | 4,903 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $53.03万 | 0.03% | 5,391 | -100 | -1.8% | -$9,837 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $53.07万 | 0.03% | 4,395 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $53.49万 | 0.03% | 3,259 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $53.95万 | 0.03% | 1,268 | 4 | 0.3% | $1,702 | 加仓 |
| DOW | DOW HLDGS INC | $54.07万 | 0.03% | 12,982 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $55.93万 | 0.03% | 2,301 | 373 | 19.3% | $9.07万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $56.21万 | 0.03% | 2,689 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $57.99万 | 0.03% | 9,478 | -403 | -4.1% | -$2.47万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $58.89万 | 0.03% | 6,266 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $59.19万 | 0.03% | 3,212 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $59.31万 | 0.03% | 15,674 | 4,313 | 38.0% | $16.32万 | 加仓 |
| IWP | ISHARES TR | $59.83万 | 0.03% | 4,670 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $59.90万 | 0.03% | 4,110 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $60.16万 | 0.03% | 5,319 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $60.20万 | 0.03% | 7,091 | 7,091 | — | $60.20万 | 新建仓 |
| GM | GENERAL MTRS CO | $60.75万 | 0.03% | 8,155 | 1 | 0.0% | $74 | 加仓 |
| PLD | PROLOGIS INC. | $61.63万 | 0.04% | 4,662 | 86 | 1.9% | $1.14万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $61.83万 | 0.04% | 5,463 | 4 | 0.1% | $453 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $62.57万 | 0.04% | 12,674 | -516 | -3.9% | -$2.55万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $62.86万 | 0.04% | 31,493 | 7,453 | 31.0% | $14.88万 | 加仓 |
| R | RYDER SYS INC | $63.64万 | 0.04% | 3,109 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $64.59万 | 0.04% | 7,579 | -209 | -2.7% | -$1.78万 | 减仓 |
| MSTR | STRATEGY INC | $64.81万 | 0.04% | 5,193 | 430 | 9.0% | $5.37万 | 加仓 |
| VDE | VANGUARD WORLD FD | $67.56万 | 0.04% | 3,904 | -1,386 | -26.2% | -$23.98万 | 减仓 |
| ADI | ANALOG DEVICES INC | $67.84万 | 0.04% | 2,133 | -34 | -1.6% | -$1.08万 | 减仓 |
| DE | DEERE & CO | $68.33万 | 0.04% | 1,213 | -141 | -10.4% | -$7.94万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $68.72万 | 0.04% | 9,917 | 6,644 | 203.0% | $46.04万 | 加仓 |
| VDC | VANGUARD WORLD FD | $69.38万 | 0.04% | 3,089 | 89 | 3.0% | $2.00万 | 加仓 |
| IWM | ISHARES TR | $70.08万 | 0.04% | 2,826 | 60 | 2.2% | $1.49万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $70.26万 | 0.04% | 7,176 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $70.34万 | 0.04% | 4,905 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $71.05万 | 0.04% | 7,640 | -360 | -4.5% | -$3.35万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $71.12万 | 0.04% | 2,448 | -14 | -0.6% | -$4,067 | 减仓 |
| NVS | NOVARTIS AG | $72.89万 | 0.04% | 4,772 | -28 | -0.6% | -$4,277 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $74.80万 | 0.04% | 2,555 | 56 | 2.2% | $1.64万 | 加仓 |
| DGRO | ISHARES TR | $74.87万 | 0.04% | 10,668 | 7 | 0.1% | $491 | 加仓 |
| IJT | ISHARES TR | $75.36万 | 0.04% | 5,208 | 419 | 8.7% | $6.06万 | 加仓 |
| INTC | INTEL CORP | $75.44万 | 0.04% | 17,096 | 166 | 1.0% | $7,325 | 加仓 |
| CME | CME GROUP INC | $75.49万 | 0.04% | 2,556 | 0 | 0.0% | — | 不变 |