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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $1.59亿 | 7.84% | 2,592,959 | 39,972 | 1.6% | $244.75万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1.36亿 | 6.72% | 4,065,430 | 96,173 | 2.4% | $322.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.17亿 | 5.78% | 357,917 | 149 | 0.0% | $4.88万 | 加仓 |
| AAPL | APPLE INC | $1.05亿 | 5.17% | 361,967 | -4,742 | -1.3% | -$137.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6,308.51万 | 3.11% | 732,355 | -4,559 | -0.6% | -$39.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,718.05万 | 2.82% | 285,774 | 1,968 | 0.7% | $39.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,366.25万 | 2.65% | 226,788 | -1,093 | -0.5% | -$25.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,355.32万 | 2.15% | 116,758 | 2,104 | 1.8% | $78.48万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4,258.34万 | 2.10% | 515,413 | 138,343 | 36.7% | $1,142.99万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,118.23万 | 2.03% | 62,788 | 5,939 | 10.4% | $389.54万 | 加仓 |
| AMZN | AMAZON COM INC | $4,012.02万 | 1.98% | 168,332 | 700 | 0.4% | $16.68万 | 加仓 |
| GOOGL | ALPHABET INC | $3,335.31万 | 1.65% | 93,329 | 611 | 0.7% | $21.84万 | 加仓 |
| GOOG | ALPHABET INC | $3,321.12万 | 1.64% | 93,995 | -347 | -0.4% | -$12.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,155.28万 | 1.56% | 85,269 | 374 | 0.4% | $13.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,861.59万 | 1.41% | 112,674 | -454 | -0.4% | -$11.53万 | 减仓 |
| CSCO | CISCO SYS INC | $2,233.27万 | 1.10% | 190,130 | -2,455 | -1.3% | -$28.84万 | 减仓 |
| CAT | CATERPILLAR INC | $2,166.25万 | 1.07% | 20,342 | -709 | -3.4% | -$75.50万 | 减仓 |
| RTX | RTX CORPORATION | $2,112.46万 | 1.04% | 111,340 | -6,627 | -5.6% | -$125.73万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $1,983.90万 | 0.98% | 472,356 | 51,049 | 12.1% | $214.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,932.42万 | 0.95% | 609,404 | -35,397 | -5.5% | -$112.24万 | 减仓 |
| MCD | MCDONALDS CORP | $1,878.16万 | 0.93% | 69,482 | 644 | 0.9% | $17.41万 | 加仓 |
| PWRD | TCW ETF TRUST | $1,875.79万 | 0.93% | 152,553 | 69,724 | 84.2% | $857.32万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,842.02万 | 0.91% | 18,213 | -139 | -0.8% | -$14.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,767.88万 | 0.87% | 111,870 | -1,686 | -1.5% | -$26.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,655.85万 | 0.82% | 58,883 | -262 | -0.4% | -$7.37万 | 减仓 |
| SMTH | ALPS ETF TR | $1,653.72万 | 0.82% | 642,470 | -34,095 | -5.0% | -$87.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,652.89万 | 0.82% | 138,294 | -882 | -0.6% | -$10.54万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,486.65万 | 0.73% | 291,500 | 67,774 | 30.3% | $345.65万 | 加仓 |
| HD | HOME DEPOT INC | $1,456.50万 | 0.72% | 41,298 | -1,041 | -2.5% | -$36.71万 | 减仓 |
| LLY | ELI LILLY & CO | $1,429.86万 | 0.71% | 11,921 | -253 | -2.1% | -$30.35万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,421.87万 | 0.70% | 345,953 | -5,628 | -1.6% | -$23.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,395.54万 | 0.69% | 18,688 | 1,175 | 6.7% | $87.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,347.00万 | 0.67% | 26,919 | -521 | -1.9% | -$26.07万 | 减仓 |
| META | META PLATFORMS INC | $1,323.49万 | 0.65% | 23,496 | 1,386 | 6.3% | $78.07万 | 加仓 |
| V | VISA INC | $1,317.02万 | 0.65% | 38,387 | 193 | 0.5% | $6.62万 | 加仓 |
| — | EXXON MOBIL CORP | $1,286.51万 | 0.64% | 94,098 | -2,684 | -2.8% | -$36.70万 | 减仓 |
| AMGN | AMGEN INC | $1,141.62万 | 0.56% | 31,526 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1,107.93万 | 0.55% | 26,657 | -205 | -0.8% | -$8.52万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,095.54万 | 0.54% | 74,709 | 576 | 0.8% | $8.45万 | 加仓 |
| CMI | CUMMINS INC | $1,088.36万 | 0.54% | 15,260 | -773 | -4.8% | -$55.13万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1,081.14万 | 0.53% | 222,961 | -1,796 | -0.8% | -$8.71万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,027.44万 | 0.51% | 60,388 | 16,268 | 36.9% | $276.78万 | 加仓 |
| MRK | MERCK & CO INC | $1,025.59万 | 0.51% | 79,812 | -240 | -0.3% | -$3.08万 | 减仓 |
| IGV | ISHARES TR | $990.62万 | 0.49% | 109,340 | 4,835 | 4.6% | $43.81万 | 加仓 |
| TSLA | TESLA INC | $967.89万 | 0.48% | 23,012 | -1,243 | -5.1% | -$52.28万 | 减仓 |
| SO | SOUTHERN CO | $962.40万 | 0.48% | 100,553 | 649 | 0.6% | $6.21万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $962.04万 | 0.47% | 156,531 | 4,597 | 3.0% | $28.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $940.39万 | 0.46% | 116,717 | -4,315 | -3.6% | -$34.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $928.68万 | 0.46% | 12,611 | -53 | -0.4% | -$3.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $922.36万 | 0.46% | 27,047 | -775 | -2.8% | -$26.43万 | 减仓 |
| KO | COCA COLA CO | $890.75万 | 0.44% | 109,604 | 1,564 | 1.4% | $12.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $881.15万 | 0.44% | 24,875 | -1,211 | -4.6% | -$42.90万 | 减仓 |
| ORCL | ORACLE CORP | $858.50万 | 0.42% | 58,580 | -32 | -0.1% | -$4,690 | 减仓 |
| CVX | CHEVRON CORPORATION | $857.82万 | 0.42% | 51,751 | -1,093 | -2.1% | -$18.12万 | 减仓 |
| SBND | COLUMBIA ETF TR I | $852.13万 | 0.42% | 453,381 | 380,288 | 520.3% | $714.75万 | 加仓 |
| ABBV | ABBVIE INC | $817.39万 | 0.40% | 32,482 | -577 | -1.7% | -$14.52万 | 减仓 |
| ASML | ASML HLDG NV | $751.29万 | 0.37% | 3,776 | 39 | 1.0% | $7.76万 | 加仓 |
| MMM | 3M CO | $718.92万 | 0.35% | 44,403 | -1,097 | -2.4% | -$17.76万 | 减仓 |
| BAC | BANK OF AMER CORP | $711.29万 | 0.35% | 124,832 | 3,588 | 3.0% | $20.44万 | 加仓 |
| ITA | ISHARES TR | $662.06万 | 0.33% | 27,311 | 1,444 | 5.6% | $35.00万 | 加仓 |
| DVY | ISHARES TR | $656.60万 | 0.32% | 42,009 | -459 | -1.1% | -$7.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $639.85万 | 0.32% | 35,368 | 352 | 1.0% | $6.37万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $632.98万 | 0.31% | 56,075 | -1,163 | -2.0% | -$13.13万 | 减仓 |
| QCOM | QUALCOMM INC | $621.64万 | 0.31% | 33,640 | 584 | 1.8% | $10.79万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $618.16万 | 0.31% | 56,315 | 5,568 | 11.0% | $61.12万 | 加仓 |
| — | OMEGA FLEX INC | $603.55万 | 0.30% | 192,275 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $598.63万 | 0.30% | 25,159 | 49 | 0.2% | $1.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $584.30万 | 0.29% | 6,246 | 41 | 0.7% | $3.84万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $583.92万 | 0.29% | 23,716 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $557.21万 | 0.28% | 38,925 | -111 | -0.3% | -$1.59万 | 减仓 |
| WM | WASTE MGMT INC DEL | $540.05万 | 0.27% | 24,231 | 243 | 1.0% | $5.42万 | 加仓 |
| MGV | VANGUARD WORLD FD | $538.08万 | 0.27% | 32,920 | -175 | -0.5% | -$2.86万 | 减仓 |
| BLK | BLACKROCK INC | $529.29万 | 0.26% | 5,504 | -253 | -4.4% | -$24.33万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $529.23万 | 0.26% | 93,953 | 6,339 | 7.2% | $35.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $528.82万 | 0.26% | 41,778 | 323 | 0.8% | $4.09万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $510.68万 | 0.25% | 15,470 | -393 | -2.5% | -$12.97万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $505.14万 | 0.25% | 99,721 | 59,570 | 148.4% | $301.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $482.60万 | 0.24% | 16,191 | -427 | -2.6% | -$12.73万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $472.73万 | 0.23% | 43,800 | 277 | 0.6% | $2.99万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $462.75万 | 0.23% | 231,493 | 200,000 | 635.1% | $399.80万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $451.66万 | 0.22% | 33,014 | -240 | -0.7% | -$3.28万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.22% | 6 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $448.53万 | 0.22% | 20,581 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $443.65万 | 0.22% | 26,244 | 16 | 0.1% | $2,705 | 加仓 |
| VXUS | VANGUARD STAR FDS | $433.14万 | 0.21% | 50,666 | 1,000 | 2.0% | $8.55万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $424.96万 | 0.21% | 57,544 | 57,544 | — | $424.96万 | 新建仓 |
| BA | BOEING CO | $424.16万 | 0.21% | 19,594 | 164 | 0.8% | $3.55万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $422.72万 | 0.21% | 19,516 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $419.59万 | 0.21% | 61,443 | -1,025 | -1.6% | -$7.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $410.31万 | 0.20% | 5,974 | 140 | 2.4% | $9.62万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $409.30万 | 0.20% | 72,467 | -24,638 | -25.4% | -$139.16万 | 减仓 |
| WMT | WALMART INC | $400.14万 | 0.20% | 35,329 | 382 | 1.1% | $4.33万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $393.16万 | 0.19% | 32,150 | -966 | -2.9% | -$11.81万 | 减仓 |
| GE | GE AEROSPACE | $390.47万 | 0.19% | 10,448 | 417 | 4.2% | $15.58万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $390.22万 | 0.19% | 96,150 | -66 | -0.1% | -$2,679 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $390.11万 | 0.19% | 64,706 | -3,434 | -5.0% | -$20.70万 | 减仓 |
| PFE | PFIZER INC | $386.89万 | 0.19% | 160,668 | -2,773 | -1.7% | -$6.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $380.20万 | 0.19% | 32,588 | 2,817 | 9.5% | $32.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $377.60万 | 0.19% | 7,412 | -140 | -1.9% | -$7.13万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $376.17万 | 0.19% | 22,016 | 22,016 | — | $376.17万 | 新建仓 |