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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $75.72万 | 0.04% | 12,485 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $77.13万 | 0.04% | 2,347 | -29 | -1.2% | -$9,530 | 减仓 |
| — | BANK AMERICA CORP | $78.29万 | 0.04% | 657 | 10 | 1.5% | $1.19万 | 加仓 |
| ZTS | ZOETIS INC | $79.27万 | 0.05% | 6,706 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $80.66万 | 0.05% | 14,899 | -31 | -0.2% | -$1,678 | 减仓 |
| IBB | ISHARES TR | $80.73万 | 0.05% | 4,781 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $81.35万 | 0.05% | 9,025 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $82.31万 | 0.05% | 10,678 | -480 | -4.3% | -$3.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $82.81万 | 0.05% | 9,244 | -94 | -1.0% | -$8,421 | 减仓 |
| DSI | ISHARES TR | $83.46万 | 0.05% | 6,887 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $83.58万 | 0.05% | 1,686 | 13 | 0.8% | $6,444 | 加仓 |
| FULT | FULTON FINL CORP PA | $83.59万 | 0.05% | 41,096 | -1,300 | -3.1% | -$2.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.00万 | 0.05% | 4,377 | 1,435 | 48.8% | $27.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $84.88万 | 0.05% | 4,477 | -511 | -10.2% | -$9.69万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $85.12万 | 0.05% | 38,262 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $86.06万 | 0.05% | 8,382 | -113 | -1.3% | -$1.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $88.54万 | 0.05% | 2,590 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $92.21万 | 0.05% | 2,806 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $92.60万 | 0.05% | 30,360 | -1,730 | -5.4% | -$5.28万 | 减仓 |
| OR | OR ROYALTIES INC. | $93.21万 | 0.05% | 24,516 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $94.82万 | 0.05% | 15,479 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $97.20万 | 0.06% | 14,730 | 461 | 3.2% | $3.04万 | 加仓 |
| CTVA | CORTEVA INC | $99.38万 | 0.06% | 11,872 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $100.21万 | 0.06% | 10,363 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $102.54万 | 0.06% | 5,493 | -3,948 | -41.8% | -$73.70万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $103.42万 | 0.06% | 14,140 | 1 | 0.0% | $73 | 加仓 |
| AFL | AFLAC INC | $103.73万 | 0.06% | 9,455 | -1,466 | -13.4% | -$16.08万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $109.34万 | 0.06% | 8,346 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $110.57万 | 0.06% | 21,045 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $110.61万 | 0.06% | 2,594 | 360 | 16.1% | $15.35万 | 加仓 |
| VFH | VANGUARD WORLD FD | $111.95万 | 0.06% | 9,266 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $112.05万 | 0.06% | 16,593 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $114.11万 | 0.07% | 3,501 | 18 | 0.5% | $5,867 | 加仓 |
| VOT | VANGUARD INDEX FDS | $118.15万 | 0.07% | 4,591 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $118.54万 | 0.07% | 40,890 | 4,251 | 11.6% | $12.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $119.62万 | 0.07% | 15,026 | 268 | 1.8% | $2.13万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $124.39万 | 0.07% | 24,577 | 7,645 | 45.2% | $38.69万 | 加仓 |
| MTB | M & T BK CORP | $125.73万 | 0.07% | 6,082 | -47 | -0.8% | -$9,716 | 减仓 |
| ES | EVERSOURCE ENERGY | $126.20万 | 0.07% | 18,216 | 632 | 3.6% | $4.38万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $128.24万 | 0.07% | 9,272 | 218 | 2.4% | $3.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $136.17万 | 0.08% | 6,694 | 533 | 8.7% | $10.84万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $137.31万 | 0.08% | 73,093 | 73,093 | — | $137.31万 | 新建仓 |
| IVV | ISHARES TR | $138.00万 | 0.08% | 2,113 | 33 | 1.6% | $2.16万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $140.50万 | 0.08% | 8,688 | -31 | -0.4% | -$5,013 | 减仓 |
| MKL | MARKEL GROUP INC | $141.07万 | 0.08% | 737 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $142.82万 | 0.08% | 25,364 | -100 | -0.4% | -$5,631 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $145.30万 | 0.08% | 30,570 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $145.68万 | 0.08% | 6,004 | -49 | -0.8% | -$1.19万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $148.18万 | 0.08% | 2,172 | -85 | -3.8% | -$5.80万 | 减仓 |
| CVS | CVS HEALTH CORP | $148.76万 | 0.09% | 20,713 | 1 | 0.0% | $72 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $149.60万 | 0.09% | 25,343 | 2,164 | 9.3% | $12.77万 | 加仓 |
| IJR | ISHARES TR | $156.19万 | 0.09% | 12,565 | -268 | -2.1% | -$3.33万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $156.86万 | 0.09% | 16,645 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $159.92万 | 0.09% | 6,144 | 40 | 0.7% | $1.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $161.39万 | 0.09% | 3,501 | -250 | -6.7% | -$11.52万 | 减仓 |
| NOW | SERVICENOW INC | $163.02万 | 0.09% | 15,593 | 3,869 | 33.0% | $40.45万 | 加仓 |
| IAU | ISHARES GOLD TR | $164.37万 | 0.09% | 18,644 | 77 | 0.4% | $6,788 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $164.91万 | 0.09% | 3,355 | -216 | -6.0% | -$10.62万 | 减仓 |
| CI | THE CIGNA GROUP | $167.62万 | 0.10% | 6,284 | 12 | 0.2% | $3,201 | 加仓 |
| CRWV | COREWEAVE INC | $175.66万 | 0.10% | 22,675 | 10,060 | 79.7% | $77.93万 | 加仓 |
| AVGO | BROADCOM INC | $177.24万 | 0.10% | 5,726 | 424 | 8.0% | $13.12万 | 加仓 |
| USB | US BANCORP | $177.97万 | 0.10% | 34,218 | -500 | -1.4% | -$2.60万 | 减仓 |
| VHT | VANGUARD WORLD FD | $179.41万 | 0.10% | 6,588 | -444 | -6.3% | -$12.09万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $189.74万 | 0.11% | 4,860 | 3,445 | 243.5% | $134.49万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $199.68万 | 0.11% | 16,832 | 45 | 0.3% | $5,338 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $200.71万 | 0.11% | 40,151 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $201.25万 | 0.12% | 44,873 | 3,331 | 8.0% | $14.94万 | 加仓 |
| MS | MORGAN STANLEY | $202.94万 | 0.12% | 12,332 | 495 | 4.2% | $8.15万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $203.14万 | 0.12% | 4,281 | 1 | 0.0% | $475 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $206.75万 | 0.12% | 41,186 | 508 | 1.2% | $2.55万 | 加仓 |
| IYW | ISHARES TR | $209.50万 | 0.12% | 11,548 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $214.41万 | 0.12% | 2,456 | 159 | 6.9% | $13.88万 | 加仓 |
| VST | VISTRA CORP | $220.39万 | 0.13% | 14,661 | 199 | 1.4% | $2.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $220.44万 | 0.13% | 6,523 | 289 | 4.6% | $9.77万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $223.79万 | 0.13% | 11,014 | 87 | 0.8% | $1.77万 | 加仓 |
| DIS | DISNEY WALT CO | $224.38万 | 0.13% | 23,280 | -343 | -1.5% | -$3.31万 | 减仓 |
| ETN | EATON CORP PLC | $230.49万 | 0.13% | 6,444 | -201 | -3.0% | -$7.19万 | 减仓 |
| GLD | SPDR GOLD TR | $232.36万 | 0.13% | 5,400 | 959 | 21.6% | $41.26万 | 加仓 |
| EXC | EXELON CORP | $252.01万 | 0.14% | 51,410 | 75 | 0.1% | $3,676 | 加仓 |
| TJX | TJX COS INC NEW | $252.07万 | 0.14% | 15,784 | -698 | -4.2% | -$11.15万 | 减仓 |
| VB | VANGUARD INDEX FDS | $252.42万 | 0.14% | 9,637 | -36 | -0.4% | -$9,429 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $255.81万 | 0.15% | 19,249 | -192 | -1.0% | -$2.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $256.97万 | 0.15% | 8,496 | -101 | -1.2% | -$3.05万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $270.09万 | 0.15% | 3,017 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $274.43万 | 0.16% | 23,865 | -5,940 | -19.9% | -$68.30万 | 减仓 |
| GWW | WW GRAINGER INC | $277.17万 | 0.16% | 2,541 | -230 | -8.3% | -$25.09万 | 减仓 |
| GE | GE AEROSPACE | $284.64万 | 0.16% | 10,031 | 691 | 7.4% | $19.61万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $286.62万 | 0.16% | 19,550 | -939 | -4.6% | -$13.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $291.91万 | 0.17% | 5,842 | -32 | -0.5% | -$1.60万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $301.90万 | 0.17% | 10,519 | -265 | -2.5% | -$7.61万 | 减仓 |
| TFC | TRUIST FINL CORP | $302.53万 | 0.17% | 65,809 | 2,509 | 4.0% | $11.53万 | 加仓 |
| RAAX | VANECK ETF TRUST | $304.97万 | 0.17% | 74,913 | 36,835 | 96.7% | $149.95万 | 加仓 |
| SDY | SPDR SERIES TRUST | $305.63万 | 0.17% | 20,942 | -360 | -1.7% | -$5.25万 | 减仓 |
| LOW | LOWES COS INC | $319.36万 | 0.18% | 13,516 | -111 | -0.8% | -$2.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $322.63万 | 0.18% | 16,618 | 10 | 0.1% | $1,941 | 加仓 |
| VOO | VANGUARD INDEX FDS | $348.59万 | 0.20% | 5,834 | -19 | -0.3% | -$1.14万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $356.40万 | 0.20% | 33,116 | -12,290 | -27.1% | -$132.27万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $366.30万 | 0.21% | 39,438 | -566 | -1.4% | -$5.26万 | 减仓 |
| — | HONEYWELL INTL INC | $372.54万 | 0.21% | 16,482 | 332 | 2.1% | $7.50万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $376.40万 | 0.22% | 68,140 | -9,897 | -12.7% | -$54.67万 | 减仓 |