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 |
|---|---|---|---|---|---|---|---|---|
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -11,541 | -100.0% | -$45.21万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -11,788 | -100.0% | -$43.87万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$41.57万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,465 | -100.0% | -$29.04万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,532 | -100.0% | -$23.04万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,370 | -100.0% | -$21.76万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,392 | -100.0% | -$21.29万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$21.25万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -11,020 | -100.0% | -$17.32万 | 清仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $11.63万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $13.50万 | 0.01% | 17,533 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $14.96万 | 0.01% | 12,153 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $15.04万 | 0.01% | 15,000 | 3,000 | 25.0% | $3.01万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $17.03万 | 0.01% | 250,000 | 90,000 | 56.2% | $6.13万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $19.05万 | 0.01% | 12,800 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $19.41万 | 0.01% | 12,224 | -18 | -0.1% | -$286 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $19.42万 | 0.01% | 11,309 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.13万 | 0.01% | 1,635 | 5 | 0.3% | $616 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $20.27万 | 0.01% | 5,511 | 5,511 | — | $20.27万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.35万 | 0.01% | 3,409 | 3,409 | — | $20.35万 | 新建仓 |
| USMV | ISHARES TR | $20.38万 | 0.01% | 2,112 | 2,112 | — | $20.38万 | 新建仓 |
| TIP | ISHARES TR | $20.55万 | 0.01% | 1,878 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $20.72万 | 0.01% | 486 | -278 | -36.4% | -$11.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.79万 | 0.01% | 1,423 | 1,423 | — | $20.79万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $20.90万 | 0.01% | 44,086 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $21.27万 | 0.01% | 1,882 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $21.59万 | 0.01% | 8,130 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.69万 | 0.01% | 2,323 | 2,323 | — | $21.69万 | 新建仓 |
| FLNG | FLEX LNG LTD | $21.90万 | 0.01% | 7,806 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $22.04万 | 0.01% | 5,084 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $22.45万 | 0.01% | 4,952 | 174 | 3.6% | $7,889 | 加仓 |
| ALLY | ALLY FINL INC | $22.52万 | 0.01% | 4,900 | 200 | 4.3% | $9,190 | 重新持有 |
| DFIC | DIMENSIONAL ETF TRUST | $22.70万 | 0.01% | 6,092 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $22.73万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $22.75万 | 0.01% | 4,707 | -250 | -5.0% | -$1.21万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $22.86万 | 0.01% | 9,277 | -1,903 | -17.0% | -$4.69万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.99万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $23.06万 | 0.01% | 902 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $23.07万 | 0.01% | 3,372 | 3,372 | — | $23.07万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $23.11万 | 0.01% | 7,690 | 7,690 | — | $23.11万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $23.17万 | 0.01% | 1,976 | 145 | 7.9% | $1.70万 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $23.48万 | 0.01% | 7,326 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.51万 | 0.01% | 1,774 | -160 | -8.3% | -$2.12万 | 减仓 |
| BBY | BEST BUY INC | $23.75万 | 0.01% | 3,130 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $24.08万 | 0.01% | 4,467 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $24.37万 | 0.01% | 3,875 | 3,875 | — | $24.37万 | 新建仓 |
| MCO | MOODYS CORP | $24.47万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $24.58万 | 0.01% | 3,142 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $24.65万 | 0.01% | 3,082 | 15 | 0.5% | $1,199 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.70万 | 0.01% | 5,180 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $24.91万 | 0.01% | 1,410 | 6 | 0.4% | $1,060 | 加仓 |
| IWR | ISHARES TR | $25.01万 | 0.01% | 2,267 | 96 | 4.4% | $1.06万 | 加仓 |
| ALAB | ASTERA LABS INC | $25.12万 | 0.01% | 520 | 520 | — | $25.12万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $25.34万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $25.47万 | 0.01% | 1,270 | -92 | -6.8% | -$1.84万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.50万 | 0.01% | 4,324 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $25.57万 | 0.01% | 6,228 | 1,611 | 34.9% | $6.61万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.67万 | 0.01% | 3,115 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $25.85万 | 0.01% | 3,571 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $26.06万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $26.31万 | 0.01% | 3,472 | -64 | -1.8% | -$4,850 | 减仓 |
| INTU | INTUIT | $26.33万 | 0.01% | 1,009 | -188 | -15.7% | -$4.91万 | 减仓 |
| VRSN | VERISIGN INC | $26.41万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $26.56万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $26.95万 | 0.01% | 4,434 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $27.30万 | 0.01% | 1,189 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $27.31万 | 0.01% | 6,451 | 6,451 | — | $27.31万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $27.78万 | 0.01% | 11,445 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $28.57万 | 0.01% | 1,303 | -219 | -14.4% | -$4.80万 | 减仓 |
| — | NEXTERA ENERGY INC | $29.10万 | 0.01% | 6,070 | 6,070 | — | $29.10万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.37万 | 0.01% | 7,300 | -2,150 | -22.8% | -$8.65万 | 减仓 |
| XEL | XCEL ENERGY INC | $29.45万 | 0.01% | 3,667 | -995 | -21.3% | -$7.99万 | 减仓 |
| C | CITIGROUP INC | $29.76万 | 0.01% | 2,126 | -331 | -13.5% | -$4.63万 | 减仓 |
| CG | CARLYLE GROUP INC | $30.03万 | 0.01% | 7,131 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $30.05万 | 0.01% | 15,402 | -1,480 | -8.8% | -$2.89万 | 减仓 |
| EOG | EOG RES INC | $30.06万 | 0.01% | 2,317 | -27 | -1.2% | -$3,503 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $30.15万 | 0.01% | 8,178 | 8,178 | — | $30.15万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $30.21万 | 0.01% | 8,838 | 8,838 | — | $30.21万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $30.21万 | 0.01% | 2,350 | -190 | -7.5% | -$2.44万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $30.41万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.45万 | 0.02% | 2,410 | -9 | -0.4% | -$1,137 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $30.51万 | 0.02% | 2,249 | -4,601 | -67.2% | -$62.41万 | 减仓 |
| WMB | WILLIAMS COS INC | $30.71万 | 0.02% | 4,131 | -149 | -3.5% | -$1.11万 | 减仓 |
| XAR | SPDR SERIES TRUST | $30.87万 | 0.02% | 1,088 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $30.90万 | 0.02% | 3,142 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $31.20万 | 0.02% | 2,180 | -1,100 | -33.5% | -$15.74万 | 减仓 |
| TGT | TARGET CORP | $31.74万 | 0.02% | 2,430 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.97万 | 0.02% | 1,175 | 1,175 | — | $31.97万 | 新建仓 |
| PFF | ISHARES TR | $32.07万 | 0.02% | 10,520 | -40 | -0.4% | -$1,220 | 减仓 |
| YUM | YUM BRANDS INC | $32.48万 | 0.02% | 2,032 | 71 | 3.6% | $1.14万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $32.56万 | 0.02% | 8,922 | 2,610 | 41.3% | $9.52万 | 加仓 |
| MSTR | STRATEGY INC | $32.78万 | 0.02% | 3,771 | -1,422 | -27.4% | -$12.36万 | 减仓 |
| HSY | HERSHEY CO | $32.79万 | 0.02% | 1,869 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $32.90万 | 0.02% | 3,237 | 3,237 | — | $32.90万 | 新建仓 |
| CAE | CAE INC | $32.96万 | 0.02% | 13,152 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $33.03万 | 0.02% | 20,945 | -1,290 | -5.8% | -$2.03万 | 减仓 |
| IWB | ISHARES TR | $33.25万 | 0.02% | 812 | -25 | -3.0% | -$1.02万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $33.37万 | 0.02% | 6,550 | -2,550 | -28.0% | -$12.99万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $33.46万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $33.80万 | 0.02% | 2,895 | 0 | 0.0% | — | 不变 |