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 |
|---|---|---|---|---|---|---|---|---|
| OR | OR ROYALTIES INC. | $77.54万 | 0.04% | 24,516 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $78.82万 | 0.04% | 38,076 | -2,814 | -6.9% | -$5.82万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $79.50万 | 0.04% | 35,812 | -2,450 | -6.4% | -$5.44万 | 减仓 |
| ENB | ENBRIDGE INC | $79.55万 | 0.04% | 14,675 | -224 | -1.5% | -$1.21万 | 减仓 |
| DGRO | ISHARES TR | $79.80万 | 0.04% | 10,529 | -139 | -1.3% | -$1.05万 | 减仓 |
| — | BANK OF AMER CORP | $81.17万 | 0.04% | 647 | -10 | -1.5% | -$1.25万 | 减仓 |
| R | RYDER SYS INC | $82.01万 | 0.04% | 3,109 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $84.16万 | 0.04% | 2,801 | -25 | -0.9% | -$7,511 | 减仓 |
| SPYG | SPDR SERIES TRUST | $85.68万 | 0.04% | 7,201 | 25 | 0.3% | $2,975 | 加仓 |
| SBUX | STARBUCKS CORP | $87.08万 | 0.04% | 8,522 | -722 | -7.8% | -$7.38万 | 减仓 |
| ES | EVERSOURCE ENERGY | $88.57万 | 0.04% | 12,256 | -5,960 | -32.7% | -$43.07万 | 减仓 |
| SNOW | SNOWFLAKE INC | $89.86万 | 0.04% | 3,531 | 1,390 | 64.9% | $35.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $90.51万 | 0.04% | 4,752 | 275 | 6.1% | $5.24万 | 加仓 |
| IBB | ISHARES TR | $90.93万 | 0.04% | 4,781 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $92.48万 | 0.05% | 5,178 | -30 | -0.6% | -$5,358 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.14万 | 0.05% | 4,378 | 1 | 0.0% | $213 | 加仓 |
| ADI | ANALOG DEVICES INC | $93.16万 | 0.05% | 2,346 | 213 | 10.0% | $8.46万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $93.74万 | 0.05% | 8,346 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $94.82万 | 0.05% | 1,827 | 141 | 8.4% | $7.32万 | 加仓 |
| DSI | ISHARES TR | $98.06万 | 0.05% | 6,887 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $98.81万 | 0.05% | 2,555 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $98.93万 | 0.05% | 11,682 | -190 | -1.6% | -$1.61万 | 减仓 |
| FULT | FULTON FINL CORP PA | $99.41万 | 0.05% | 41,096 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $100.21万 | 0.05% | 18,868 | 3,389 | 21.9% | $18.00万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $102.61万 | 0.05% | 9,025 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $104.68万 | 0.05% | 4,905 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $105.29万 | 0.05% | 10,128 | -235 | -2.3% | -$2.44万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $105.92万 | 0.05% | 14,141 | 1 | 0.0% | $75 | 加仓 |
| CRM | SALESFORCE INC | $106.66万 | 0.05% | 6,808 | 1,315 | 23.9% | $20.60万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $106.99万 | 0.05% | 30,360 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $108.05万 | 0.05% | 21,166 | -4,177 | -16.5% | -$21.32万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $110.62万 | 0.05% | 2,172 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $110.87万 | 0.05% | 9,456 | 1 | 0.0% | $117 | 加仓 |
| DON | WISDOMTREE TR | $118.95万 | 0.06% | 21,045 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $120.64万 | 0.06% | 16,767 | 2,037 | 13.8% | $14.66万 | 加仓 |
| VFH | VANGUARD WORLD FD | $121.94万 | 0.06% | 9,266 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $123.21万 | 0.06% | 3,616 | 115 | 3.3% | $3.92万 | 加仓 |
| WFC | WELLS FARGO & CO | $126.40万 | 0.06% | 15,296 | 270 | 1.8% | $2.23万 | 加仓 |
| IJH | ISHARES TR | $129.50万 | 0.06% | 16,794 | 201 | 1.2% | $1.55万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $133.89万 | 0.07% | 26,477 | 1,900 | 7.7% | $9.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $140.62万 | 0.07% | 4,591 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $140.74万 | 0.07% | 1,947 | -643 | -24.8% | -$46.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $140.78万 | 0.07% | 18,644 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $140.86万 | 0.07% | 14,046 | 4,129 | 41.6% | $41.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $143.18万 | 0.07% | 9,123 | -149 | -1.6% | -$2.34万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $143.20万 | 0.07% | 3,319 | 60 | 1.8% | $2.59万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $143.24万 | 0.07% | 3,602 | 101 | 2.9% | $4.02万 | 加仓 |
| MTB | M & T BK CORP | $143.83万 | 0.07% | 6,043 | -39 | -0.6% | -$9,282 | 减仓 |
| MKL | MARKEL GROUP INC | $143.94万 | 0.07% | 737 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $145.97万 | 0.07% | 11,756 | 1,380 | 13.3% | $17.14万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $154.04万 | 0.08% | 14,798 | 14,798 | — | $154.04万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $156.89万 | 0.08% | 8,470 | -218 | -2.5% | -$4.04万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $158.54万 | 0.08% | 16,145 | -500 | -3.0% | -$4.91万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $158.79万 | 0.08% | 21,648 | -3,716 | -14.7% | -$27.26万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $165.17万 | 0.08% | 30,570 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $166.02万 | 0.08% | 2,217 | 104 | 4.9% | $7.79万 | 加仓 |
| UNP | UNION PAC CORP | $166.50万 | 0.08% | 6,121 | 117 | 1.9% | $3.18万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $167.31万 | 0.08% | 6,186 | 42 | 0.7% | $1.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $167.71万 | 0.08% | 3,345 | -10 | -0.3% | -$5,014 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.94万 | 0.08% | 40,609 | -577 | -1.4% | -$2.44万 | 减仓 |
| CI | THE CIGNA GROUP | $173.53万 | 0.09% | 6,295 | 11 | 0.2% | $3,032 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $175.81万 | 0.09% | 4,017 | -264 | -6.2% | -$11.55万 | 减仓 |
| IJR | ISHARES TR | $180.17万 | 0.09% | 12,148 | -417 | -3.3% | -$6.18万 | 减仓 |
| NOW | SERVICENOW INC | $180.51万 | 0.09% | 18,182 | 2,589 | 16.6% | $25.70万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $181.97万 | 0.09% | 8,231 | 8,231 | — | $181.97万 | 新建仓 |
| TJX | TJX COS INC NEW | $183.12万 | 0.09% | 12,087 | -3,697 | -23.4% | -$56.01万 | 减仓 |
| HON | HONEYWELL INTL INC | $184.29万 | 0.09% | 8,231 | -8,251 | -50.1% | -$184.74万 | 减仓 |
| VHT | VANGUARD WORLD FD | $197.00万 | 0.10% | 6,588 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $197.34万 | 0.10% | 5,357 | -43 | -0.8% | -$1.58万 | 减仓 |
| USB | US BANCORP | $206.68万 | 0.10% | 34,218 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $208.42万 | 0.10% | 3,253 | 447 | 15.9% | $28.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $213.75万 | 0.11% | 1,852 | 525 | 39.6% | $60.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $214.29万 | 0.11% | 20,714 | 1 | 0.0% | $103 | 加仓 |
| DIVO | AMPLIFY ETF TR | $217.50万 | 0.11% | 47,593 | 2,720 | 6.1% | $12.43万 | 加仓 |
| DIS | DISNEY WALT CO | $220.09万 | 0.11% | 22,866 | -414 | -1.8% | -$3.98万 | 减仓 |
| INTC | INTEL CORP | $230.22万 | 0.11% | 16,488 | -608 | -3.6% | -$8.49万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $230.36万 | 0.11% | 15,930 | -902 | -5.4% | -$13.04万 | 减仓 |
| VST | VISTRA CORP | $233.25万 | 0.12% | 14,704 | 43 | 0.3% | $6,821 | 加仓 |
| EXC | EXELON CORP | $239.67万 | 0.12% | 51,410 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $247.94万 | 0.12% | 11,071 | 57 | 0.5% | $1.28万 | 加仓 |
| MS | MORGAN STANLEY | $264.96万 | 0.13% | 12,675 | 343 | 2.8% | $7.17万 | 加仓 |
| ETN | EATON CORP PLC | $270.10万 | 0.13% | 6,338 | -106 | -1.6% | -$4.52万 | 减仓 |
| BX | BLACKSTONE INC | $286.23万 | 0.14% | 24,324 | 459 | 1.9% | $5.40万 | 加仓 |
| NFLX | NETFLIX INC. | $288.34万 | 0.14% | 40,384 | 877 | 2.2% | $6.26万 | 加仓 |
| AVGO | BROADCOM INC | $288.44万 | 0.14% | 7,636 | 1,910 | 33.4% | $72.15万 | 加仓 |
| IYW | ISHARES TR | $291.26万 | 0.14% | 11,548 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $292.66万 | 0.14% | 13,273 | -243 | -1.8% | -$5.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $292.74万 | 0.14% | 9,658 | 21 | 0.2% | $6,365 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $292.98万 | 0.14% | 8,662 | 166 | 2.0% | $5.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $297.88万 | 0.15% | 5,800 | -42 | -0.7% | -$2.16万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $298.03万 | 0.15% | 3,047 | 30 | 1.0% | $2.93万 | 加仓 |
| CRWV | COREWEAVE INC | $298.12万 | 0.15% | 29,950 | 7,275 | 32.1% | $72.42万 | 加仓 |
| GEV | GE VERNOVA INC | $302.21万 | 0.15% | 2,572 | 116 | 4.7% | $13.63万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $312.27万 | 0.15% | 19,682 | 132 | 0.7% | $2.09万 | 加仓 |
| SDY | SPDR SERIES TRUST | $318.31万 | 0.16% | 20,917 | -25 | -0.1% | -$3,804 | 减仓 |
| TFC | TRUIST FINL CORP | $329.25万 | 0.16% | 66,088 | 279 | 0.4% | $1.39万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $330.92万 | 0.16% | 10,519 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $333.08万 | 0.16% | 83,963 | 9,050 | 12.1% | $35.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $333.26万 | 0.16% | 6,978 | 455 | 7.0% | $21.73万 | 加仓 |
| GWW | WW GRAINGER INC | $345.68万 | 0.17% | 2,541 | 0 | 0.0% | — | 不变 |