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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $379.86万 | 0.22% | 39,507 | 1,039 | 2.7% | $9.99万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $381.34万 | 0.22% | 19,516 | -1,895 | -8.9% | -$37.03万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $382.98万 | 0.22% | 49,666 | 106 | 0.2% | $8,174 | 加仓 |
| D | DOMINION ENERGY INC | $386.18万 | 0.22% | 62,468 | 2,755 | 4.6% | $17.03万 | 加仓 |
| BA | BOEING CO | $386.72万 | 0.22% | 19,430 | -59 | -0.3% | -$1.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $387.84万 | 0.22% | 8,937 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $388.96万 | 0.22% | 25,047 | 288 | 1.2% | $4.47万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $390.06万 | 0.22% | 96,216 | 2,241 | 2.4% | $9.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $403.80万 | 0.23% | 20,581 | 1,952 | 10.5% | $38.30万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $425.17万 | 0.24% | 43,523 | 844 | 2.0% | $8.25万 | 加仓 |
| QCOM | QUALCOMM INC | $425.70万 | 0.24% | 33,056 | -3,875 | -10.5% | -$49.90万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.25% | 6 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $434.32万 | 0.25% | 34,947 | -238 | -0.7% | -$2.96万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $435.49万 | 0.25% | 29,771 | 7,149 | 31.6% | $104.58万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $435.89万 | 0.25% | 33,254 | 30 | 0.1% | $3,932 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $446.04万 | 0.25% | 27,822 | 491 | 1.8% | $7.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $456.44万 | 0.26% | 7,552 | 11 | 0.1% | $6,648 | 加仓 |
| PFE | PFIZER INC | $458.94万 | 0.26% | 163,441 | 6,223 | 4.0% | $17.47万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $462.68万 | 0.26% | 15,863 | -64 | -0.4% | -$1.87万 | 减仓 |
| PSX | PHILLIPS 66 | $477.82万 | 0.27% | 26,228 | 24 | 0.1% | $4,372 | 加仓 |
| COP | CONOCOPHILLIPS | $478.91万 | 0.27% | 36,281 | -1,032 | -2.8% | -$13.62万 | 减仓 |
| MGV | VANGUARD WORLD FD | $479.71万 | 0.27% | 33,095 | -1,015 | -3.0% | -$14.71万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $489.55万 | 0.28% | 50,747 | 6,215 | 14.0% | $59.96万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $492.94万 | 0.28% | 87,614 | 31,477 | 56.1% | $177.10万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $493.50万 | 0.28% | 23,716 | 70 | 0.3% | $1.46万 | 加仓 |
| ASML | ASML HLDG NV | $493.61万 | 0.28% | 3,737 | -5 | -0.1% | -$6,604 | 减仓 |
| EMR | EMERSON ELEC CO | $511.45万 | 0.29% | 39,036 | -178 | -0.5% | -$2.33万 | 减仓 |
| ALL | ALLSTATE CORP | $520.63万 | 0.30% | 25,110 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $542.81万 | 0.31% | 41,455 | -159 | -0.4% | -$2.08万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $550.39万 | 0.31% | 97,105 | 1,850 | 1.9% | $10.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $551.21万 | 0.32% | 23,988 | -899 | -3.6% | -$20.66万 | 减仓 |
| BLK | BLACKROCK INC | $553.67万 | 0.32% | 5,757 | 43 | 0.8% | $4.14万 | 加仓 |
| ITA | ISHARES TR | $565.85万 | 0.32% | 25,867 | -400 | -1.5% | -$8.75万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $578.95万 | 0.33% | 35,016 | -28 | -0.1% | -$4,630 | 减仓 |
| BAC | BANK AMERICA CORP | $591.07万 | 0.34% | 121,244 | 1,186 | 1.0% | $5.78万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $591.67万 | 0.34% | 57,238 | -1,790 | -3.0% | -$18.50万 | 减仓 |
| — | OMEGA FLEX INC | $596.82万 | 0.34% | 192,275 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $618.28万 | 0.35% | 6,205 | -45 | -0.7% | -$4.48万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $639.83万 | 0.37% | 44,120 | 5,344 | 13.8% | $77.50万 | 加仓 |
| DVY | ISHARES TR | $643.00万 | 0.37% | 42,468 | -448 | -1.0% | -$6.78万 | 减仓 |
| MMM | 3M CO | $660.79万 | 0.38% | 45,500 | 190 | 0.4% | $2.76万 | 加仓 |
| ABBV | ABBVIE INC | $719.00万 | 0.41% | 33,059 | 103 | 0.3% | $2.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $726.85万 | 0.42% | 26,862 | 9,186 | 52.0% | $248.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $730.92万 | 0.42% | 12,664 | -466 | -3.5% | -$26.90万 | 减仓 |
| PWRD | TCW ETF TRUST | $809.79万 | 0.46% | 82,829 | 34,852 | 72.6% | $340.73万 | 加仓 |
| KO | COCA COLA CO | $821.65万 | 0.47% | 108,040 | 271 | 0.3% | $2.06万 | 加仓 |
| IGV | ISHARES TR | $836.56万 | 0.48% | 104,505 | 9,442 | 9.9% | $75.58万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $843.54万 | 0.48% | 151,934 | 6,827 | 4.7% | $37.90万 | 加仓 |
| ORCL | ORACLE CORP | $862.23万 | 0.49% | 58,612 | 872 | 1.5% | $12.83万 | 加仓 |
| CMI | CUMMINS INC | $862.61万 | 0.49% | 16,033 | -330 | -2.0% | -$17.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $868.94万 | 0.50% | 30,258 | -1,122 | -3.6% | -$32.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $895.32万 | 0.51% | 26,086 | -659 | -2.5% | -$22.62万 | 减仓 |
| TSLA | TESLA INC | $901.68万 | 0.52% | 24,255 | 251 | 1.0% | $9.33万 | 加仓 |
| MRK | MERCK & CO INC | $962.95万 | 0.55% | 80,052 | -2,214 | -2.7% | -$26.63万 | 减仓 |
| SO | SOUTHERN CO | $964.28万 | 0.55% | 99,904 | -647 | -0.6% | -$6.24万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1,068.49万 | 0.61% | 224,757 | -5,337 | -2.3% | -$25.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,070.78万 | 0.61% | 74,133 | -117 | -0.2% | -$1.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,093.35万 | 0.62% | 52,844 | -105 | -0.2% | -$2.17万 | 减仓 |
| AMGN | AMGEN INC | $1,109.24万 | 0.63% | 31,526 | -240 | -0.8% | -$8.44万 | 减仓 |
| LLY | ELI LILLY & CO | $1,119.75万 | 0.64% | 12,174 | -500 | -3.9% | -$45.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,138.96万 | 0.65% | 17,513 | -953 | -5.2% | -$61.98万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,140.56万 | 0.65% | 223,726 | 756 | 0.3% | $3.85万 | 加仓 |
| V | VISA INC | $1,154.39万 | 0.66% | 38,194 | -939 | -2.4% | -$28.38万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,213.80万 | 0.69% | 17,397 | 500 | 3.0% | $34.89万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,251.28万 | 0.72% | 351,581 | 8,944 | 2.6% | $31.83万 | 加仓 |
| META | META PLATFORMS INC | $1,265.00万 | 0.72% | 22,110 | 2,430 | 12.3% | $139.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,314.92万 | 0.75% | 27,440 | 29 | 0.1% | $1.39万 | 加仓 |
| HD | HOME DEPOT INC | $1,392.47万 | 0.80% | 42,339 | -527 | -1.2% | -$17.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,433.62万 | 0.82% | 59,145 | 121 | 0.2% | $2.93万 | 加仓 |
| CAT | CATERPILLAR INC | $1,491.38万 | 0.85% | 21,051 | -682 | -3.1% | -$48.32万 | 减仓 |
| CSCO | CISCO SYS INC | $1,494.26万 | 0.85% | 192,585 | -457 | -0.2% | -$3.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,552.60万 | 0.89% | 18,352 | -294 | -1.6% | -$24.87万 | 减仓 |
| — | EXXON MOBIL CORP | $1,642.01万 | 0.94% | 96,782 | -1,772 | -1.8% | -$30.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,681.76万 | 0.96% | 113,556 | -5,392 | -4.5% | -$79.86万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $1,705.03万 | 0.97% | 421,307 | 298,158 | 242.1% | $1,206.65万 | 加仓 |
| SMTH | ALPS ETF TR | $1,742.49万 | 1.00% | 676,565 | -34,373 | -4.8% | -$88.53万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,978.25万 | 1.13% | 644,801 | -3,796 | -0.6% | -$11.65万 | 减仓 |
| MCD | MCDONALDS CORP | $2,139.41万 | 1.22% | 68,838 | -63 | -0.1% | -$1.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,179.60万 | 1.25% | 56,849 | -1,853 | -3.2% | -$71.04万 | 减仓 |
| RTX | RTX CORPORATION | $2,275.59万 | 1.30% | 117,967 | -714 | -0.6% | -$13.77万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,562.11万 | 1.46% | 62,845 | 4,997 | 8.6% | $203.72万 | 加仓 |
| GOOGL | ALPHABET INC | $2,666.20万 | 1.52% | 92,718 | -2,406 | -2.5% | -$69.19万 | 减仓 |
| GOOG | ALPHABET INC | $2,706.29万 | 1.55% | 94,342 | -1,101 | -1.2% | -$31.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,723.51万 | 1.56% | 84,895 | -2,432 | -2.8% | -$78.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,765.31万 | 1.58% | 113,128 | -69 | -0.1% | -$1.69万 | 减仓 |
| AMZN | AMAZON COM INC | $3,491.28万 | 2.00% | 167,632 | 3,271 | 2.0% | $68.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,244.14万 | 2.43% | 114,654 | 1,694 | 1.5% | $62.71万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,900.81万 | 2.80% | 227,881 | -3,814 | -1.6% | -$82.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,949.59万 | 2.83% | 283,806 | 2,653 | 0.9% | $46.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,364.60万 | 3.07% | 122,819 | 379 | 0.3% | $16.55万 | 加仓 |
| AAPL | APPLE INC | $9,306.72万 | 5.32% | 366,709 | -5,193 | -1.4% | -$131.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.05亿 | 6.01% | 357,768 | -338 | -0.1% | -$9.94万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $1.18亿 | 6.73% | 3,969,257 | 161,422 | 4.2% | $478.78万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.39亿 | 7.96% | 2,552,987 | 85,970 | 3.5% | $468.97万 | 加仓 |