Principia Wealth Advisory, LLC
DALLAS TX · SEC CIK 0002041436
$3.88亿2026Q1 申报市值
1,047持仓数
79.0%前十大占比 · 第一大 59.7%
70 / 37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
SPTS 新建仓+$1,201.88万
QQQM 加仓+$493.92万
BKLC 加仓+$379.36万
OCUL 新建仓+$345.29万
SCHD 加仓+$335.82万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$1,129.55万
SCHK 减仓-$308.44万
SAN JUAN BASIN R 清仓-$298.43万
SLV 减仓-$151.69万
SPTM 减仓-$131.03万
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 |
|---|---|---|---|---|---|---|---|---|
| OWL | BLUE OWL CAPITAL INC COM CL A | $356 | 0.00% | 39 | 9 | 30.0% | $82 | 加仓 |
| OLN | OLIN CORP COM PAR USD1 | $357 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $359 | 0.00% | 3 | -2 | -40.0% | -$239 | 减仓 |
| GAP | GAP INC COM | $363 | 0.00% | 15 | 8 | 114.3% | $194 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $364 | 0.00% | 16 | 2 | 14.3% | $46 | 加仓 |
| GME | GAMESTOP CORP CL A | $369 | 0.00% | 16 | 4 | 33.3% | $92 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $370 | 0.00% | 2 | 2 | — | $370 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $373 | 0.00% | 16 | 13 | 433.3% | $303 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $376 | 0.00% | 17 | 17 | — | $376 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $377 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $377 | 0.00% | 5 | 2 | 66.7% | $151 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $382 | 0.00% | 3 | -5 | -62.5% | -$637 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $385 | 0.00% | 27 | -20 | -42.6% | -$285 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $387 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $389 | 0.00% | 4 | 4 | — | $389 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $397 | 0.00% | 2 | 1 | 100.0% | $198 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $400 | 0.00% | 3 | -6 | -66.7% | -$800 | 减仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $400 | 0.00% | 5 | 4 | 400.0% | $320 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $403 | 0.00% | 5 | -9 | -64.3% | -$725 | 减仓 |
| BROS | DUTCH BROS INC CL A | $405 | 0.00% | 8 | 8 | — | $405 | 新建仓 |
| TPG | TPG INC COM CL A | $405 | 0.00% | 10 | 10 | — | $405 | 新建仓 |
| — | WEBSTER FINL CORP COM | $417 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $418 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC COM | $421 | 0.00% | 4 | 4 | — | $421 | 新建仓 |
| NWSA | NEWS CORP NEW CL A | $424 | 0.00% | 17 | -2 | -10.5% | -$50 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $427 | 0.00% | 3 | -4 | -57.1% | -$569 | 减仓 |
| GMED | GLOBUS MED INC CL A | $431 | 0.00% | 5 | 5 | — | $431 | 新建仓 |
| ICL | ICL GROUP LTD SHS | $443 | 0.00% | 86 | 33 | 62.3% | $170 | 加仓 |
| TSN | TYSON FOODS INC CL A | $448 | 0.00% | 7 | 3 | 75.0% | $192 | 加仓 |
| UMBF | UMB FINL CORP COM | $451 | 0.00% | 4 | 3 | 300.0% | $338 | 加仓 |
| REG | REGENCY CTRS CORP COM | $454 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $459 | 0.00% | 18 | -5 | -21.7% | -$128 | 减仓 |
| QXO | QXO INC COM NEW | $466 | 0.00% | 24 | 23 | 2,300.0% | $447 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $468 | 0.00% | 18 | 16 | 800.0% | $416 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $476 | 0.00% | 22 | -33 | -60.0% | -$714 | 减仓 |
| CDW | CDW CORP COM | $484 | 0.00% | 4 | 4 | — | $484 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $486 | 0.00% | 4 | 1 | 33.3% | $122 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $488 | 0.00% | 4 | -1 | -20.0% | -$122 | 减仓 |
| GEN | GEN DIGITAL INC COM | $490 | 0.00% | 26 | 2 | 8.3% | $38 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $498 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $501 | 0.00% | 2 | -2 | -50.0% | -$501 | 减仓 |
| HOMB | HOME BANCSHARES INC COM | $512 | 0.00% | 19 | 19 | — | $512 | 新建仓 |
| BBY | BEST BUY INC COM | $514 | 0.00% | 8 | 1 | 14.3% | $64 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $514 | 0.00% | 3 | 2 | 200.0% | $343 | 加仓 |
| ORI | OLD REP INTL CORP COM | $519 | 0.00% | 13 | -4 | -23.5% | -$160 | 减仓 |
| GIS | GENERAL MILLS INC COM | $521 | 0.00% | 14 | -38 | -73.1% | -$1,414 | 减仓 |
| FN | FABRINET SHS | $522 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $532 | 0.00% | 4 | -4 | -50.0% | -$532 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $536 | 0.00% | 17 | 8 | 88.9% | $252 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $537 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $537 | 0.00% | 13 | 3 | 30.0% | $124 | 加仓 |
| BPOP | POPULAR INC COM NEW | $537 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC COM | $538 | 0.00% | 8 | -4 | -33.3% | -$269 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $544 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $544 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $553 | 0.00% | 6 | 6 | — | $553 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $557 | 0.00% | 12 | 6 | 100.0% | $278 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $563 | 0.00% | 6 | 4 | 200.0% | $375 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $565 | 0.00% | 10 | 1 | 11.1% | $56 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $567 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $569 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $574 | 0.00% | 17 | -10 | -37.0% | -$338 | 减仓 |
| MMS | MAXIMUS INC COM | $577 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $578 | 0.00% | 13 | 8 | 160.0% | $356 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $580 | 0.00% | 7 | -1 | -12.5% | -$83 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $580 | 0.00% | 6 | 1 | 20.0% | $97 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $586 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $590 | 0.00% | 16 | 4 | 33.3% | $148 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $591 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $594 | 0.00% | 7 | 3 | 75.0% | $255 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $596 | 0.00% | 13 | 2 | 18.2% | $92 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $603 | 0.00% | 5 | 2 | 66.7% | $241 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $603 | 0.00% | 22 | 13 | 144.4% | $356 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $605 | 0.00% | 3 | 1 | 50.0% | $202 | 加仓 |
| RS | RELIANCE INC COM | $608 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $609 | 0.00% | 22 | 5 | 29.4% | $138 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $612 | 0.00% | 4 | -2 | -33.3% | -$306 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $613 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $613 | 0.00% | 7 | 3 | 75.0% | $263 | 加仓 |
| OGE | OGE ENERGY CORP COM | $623 | 0.00% | 13 | 4 | 44.4% | $192 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $624 | 0.00% | 86 | -4 | -4.4% | -$29 | 减仓 |
| SUI | SUN CMNTYS INC COM | $630 | 0.00% | 5 | 3 | 150.0% | $378 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $631 | 0.00% | 17 | -26 | -60.5% | -$965 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $633 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC COM | $638 | 0.00% | 15 | 14 | 1,400.0% | $595 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $641 | 0.00% | 19 | -2 | -9.5% | -$67 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $648 | 0.00% | 7 | 3 | 75.0% | $278 | 加仓 |
| OC | OWENS CORNING NEW COM | $649 | 0.00% | 6 | 4 | 200.0% | $433 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $651 | 0.00% | 3 | 1 | 50.0% | $217 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $651 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $655 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $655 | 0.00% | 159 | 156 | 5,200.0% | $643 | 重新持有 |
| MKC | MCCORMICK & CO INC COM NON VTG | $656 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $656 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $657 | 0.00% | 15 | 3 | 25.0% | $131 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $657 | 0.00% | 35 | 35 | — | $657 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $658 | 0.00% | 44 | 21 | 91.3% | $314 | 加仓 |
| AA | ALCOA CORP COM | $663 | 0.00% | 10 | 5 | 100.0% | $332 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $666 | 0.00% | 5 | 0 | 0.0% | — | 不变 |