Principle Wealth Partners LLC
MADISON CT · SEC CIK 0001743413
$20.25亿2026Q2 申报市值
398持仓数
40.4%前十大占比 · 第一大 7.8%
25 / 9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
VOOG 加仓+$1,142.99万
PWRD 加仓+$857.32万
SBND 加仓+$714.75万
DRAM 新建仓+$424.96万
FSMB 加仓+$399.80万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$184.74万
JEPI 减仓-$139.16万
AAPL 减仓-$137.21万
RTX 减仓-$125.73万
SCHD 减仓-$112.24万
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 |
|---|---|---|---|---|---|---|---|---|
| LAMR | LAMAR ADVERTISING CO | $33.88万 | 0.02% | 2,172 | -280 | -11.4% | -$4.37万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $33.97万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $34.00万 | 0.02% | 6,776 | 6,776 | — | $34.00万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $34.97万 | 0.02% | 561 | 561 | — | $34.97万 | 新建仓 |
| DOW | DOW HLDGS INC | $35.00万 | 0.02% | 12,793 | -189 | -1.5% | -$5,171 | 减仓 |
| IWD | ISHARES TR | $35.23万 | 0.02% | 1,453 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $35.33万 | 0.02% | 7,260 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $35.55万 | 0.02% | 4,487 | -143 | -3.1% | -$1.13万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.00万 | 0.02% | 4,441 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $36.30万 | 0.02% | 7,558 | 4 | 0.1% | $192 | 加仓 |
| IYH | ISHARES TR | $36.42万 | 0.02% | 5,435 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $36.68万 | 0.02% | 19,194 | 5,500 | 40.2% | $10.51万 | 加仓 |
| CWB | SPDR SERIES TRUST | $36.83万 | 0.02% | 3,416 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $37.10万 | 0.02% | 1,920 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $37.17万 | 0.02% | 8,267 | -691 | -7.7% | -$3.11万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $37.20万 | 0.02% | 4,850 | -1,335 | -21.6% | -$10.24万 | 减仓 |
| QUAL | ISHARES TR | $37.40万 | 0.02% | 1,704 | -24 | -1.4% | -$5,267 | 减仓 |
| ADBE | ADOBE INC | $37.91万 | 0.02% | 1,849 | -452 | -19.6% | -$9.27万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $39.02万 | 0.02% | 900 | 900 | — | $39.02万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $39.44万 | 0.02% | 4,400 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $40.17万 | 0.02% | 237 | 9 | 3.9% | $1.53万 | 加仓 |
| GLW | CORNING INC | $40.52万 | 0.02% | 1,586 | 1,586 | — | $40.52万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $40.65万 | 0.02% | 12,716 | 23 | 0.2% | $735 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $41.28万 | 0.02% | 5,797 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $41.71万 | 0.02% | 3,154 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $41.93万 | 0.02% | 11,494 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $42.11万 | 0.02% | 17,153 | 10,075 | 142.3% | $24.73万 | 加仓 |
| IEI | ISHARES TR | $42.55万 | 0.02% | 3,623 | -42 | -1.1% | -$4,933 | 减仓 |
| MET | METLIFE INC | $42.57万 | 0.02% | 5,032 | 52 | 1.0% | $4,399 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $42.79万 | 0.02% | 4,556 | 1 | 0.0% | $94 | 加仓 |
| BILS | SPDR SERIES TRUST | $43.45万 | 0.02% | 4,372 | 1,250 | 40.0% | $12.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $43.86万 | 0.02% | 4,753 | -1,513 | -24.1% | -$13.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $44.03万 | 0.02% | 1,478 | 1,478 | — | $44.03万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $44.44万 | 0.02% | 9,315 | -212 | -2.2% | -$1.01万 | 减仓 |
| SMOT | VANECK ETF TRUST | $44.51万 | 0.02% | 11,454 | -166 | -1.4% | -$6,451 | 减仓 |
| VV | VANGUARD INDEX FDS | $45.06万 | 0.02% | 1,310 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $45.30万 | 0.02% | 2,595 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $46.08万 | 0.02% | 4,829 | 145 | 3.1% | $1.38万 | 加仓 |
| KKR | KKR & CO INC | $46.17万 | 0.02% | 5,030 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $46.28万 | 0.02% | 13,903 | 1,523 | 12.3% | $5.07万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $46.50万 | 0.02% | 4,800 | -600 | -11.1% | -$5.81万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $46.73万 | 0.02% | 2,857 | 100 | 3.6% | $1.64万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $47.13万 | 0.02% | 2,458 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $48.06万 | 0.02% | 6,167 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $48.19万 | 0.02% | 6,706 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $48.31万 | 0.02% | 1,321 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $48.63万 | 0.02% | 27,200 | -1,200 | -4.2% | -$2.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $49.18万 | 0.02% | 8,503 | -219 | -2.5% | -$1.27万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $49.63万 | 0.02% | 10,380 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $49.69万 | 0.02% | 6,148 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $50.32万 | 0.02% | 10,497 | -1,868 | -15.1% | -$8.95万 | 减仓 |
| IWY | ISHARES TR | $50.45万 | 0.02% | 1,736 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $50.78万 | 0.03% | 6,646 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $50.94万 | 0.03% | 8,473 | 458 | 5.7% | $2.75万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $51.09万 | 0.03% | 1,040 | 40 | 4.0% | $1.96万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $51.83万 | 0.03% | 6,386 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $52.14万 | 0.03% | 10,327 | 25 | 0.2% | $1,262 | 加仓 |
| IYR | ISHARES TR | $52.15万 | 0.03% | 5,100 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $52.55万 | 0.03% | 4,489 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $52.55万 | 0.03% | 5,978 | -722 | -10.8% | -$6.35万 | 减仓 |
| VDE | VANGUARD WORLD FD | $52.71万 | 0.03% | 3,511 | -393 | -10.1% | -$5.90万 | 减仓 |
| PJT | PJT PARTNERS INC | $53.05万 | 0.03% | 3,514 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $53.90万 | 0.03% | 1,779 | 165 | 10.2% | $5.00万 | 加仓 |
| NDAQ | NASDAQ INC | $54.01万 | 0.03% | 6,853 | -238 | -3.4% | -$1.88万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $54.21万 | 0.03% | 2,689 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $54.84万 | 0.03% | 3,338 | 2 | 0.1% | $329 | 加仓 |
| NOBL | PROSHARES TR | $55.07万 | 0.03% | 9,806 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $55.18万 | 0.03% | 3,379 | -45 | -1.3% | -$7,349 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $55.60万 | 0.03% | 10,520 | 80 | 0.8% | $4,228 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $55.61万 | 0.03% | 23,180 | -1,295 | -5.3% | -$3.11万 | 减仓 |
| SPGI | S&P GLOBAL INC | $55.62万 | 0.03% | 1,366 | 98 | 7.7% | $3.99万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $55.92万 | 0.03% | 15,477 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $56.13万 | 0.03% | 5,964 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $56.49万 | 0.03% | 2,558 | 2 | 0.1% | $442 | 加仓 |
| PWR | QUANTA SVCS INC | $56.52万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $58.11万 | 0.03% | 5,406 | 15 | 0.3% | $1,612 | 加仓 |
| O | REALTY INCOME CORP | $58.73万 | 0.03% | 9,479 | 1 | 0.0% | $62 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $59.05万 | 0.03% | 5,338 | -125 | -2.3% | -$1.38万 | 减仓 |
| AIQ | GLOBAL X FDS | $60.20万 | 0.03% | 9,175 | 9,175 | — | $60.20万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $61.63万 | 0.03% | 8,541 | 2,242 | 35.6% | $16.18万 | 加仓 |
| SHEL | SHELL PLC | $61.87万 | 0.03% | 7,979 | 339 | 4.4% | $2.63万 | 加仓 |
| GM | GENERAL MTRS CO | $62.86万 | 0.03% | 8,155 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $63.15万 | 0.03% | 2,093 | 113 | 5.7% | $3.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.38万 | 0.03% | 11,000 | -1,485 | -11.9% | -$8.56万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $63.47万 | 0.03% | 3,212 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $65.55万 | 0.03% | 4,839 | 177 | 3.8% | $2.40万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $65.69万 | 0.03% | 12,252 | -422 | -3.3% | -$2.26万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $66.23万 | 0.03% | 18,016 | 2,342 | 14.9% | $8.61万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $66.69万 | 0.03% | 4,395 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $66.99万 | 0.03% | 7,383 | -999 | -11.9% | -$9.06万 | 减仓 |
| VDC | VANGUARD WORLD FD | $67.65万 | 0.03% | 3,000 | -89 | -2.9% | -$2.01万 | 减仓 |
| IWS | ISHARES TR | $67.65万 | 0.03% | 4,110 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $68.37万 | 0.03% | 4,670 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $69.50万 | 0.03% | 9,706 | -972 | -9.1% | -$6.96万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $69.63万 | 0.03% | 7,595 | 16 | 0.2% | $1,467 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $71.78万 | 0.04% | 2,448 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $73.15万 | 0.04% | 5,319 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $73.91万 | 0.04% | 2,348 | 1 | 0.0% | $315 | 加仓 |
| NVS | NOVARTIS AG | $74.79万 | 0.04% | 4,772 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $77.01万 | 0.04% | 1,214 | 1 | 0.1% | $634 | 加仓 |