Principia Wealth Advisory, LLC
DALLAS TX · SEC CIK 0002041436
$4.71亿2026Q2 申报市值
1,065持仓数
79.0%前十大占比 · 第一大 62.5%
40 / 34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
QQQ 加仓+$1,054.12万
PDBC 加仓+$462.04万
FRANKLIN FTSE LA 新建仓+$408.72万
SCHK 加仓+$384.59万
IBIT 加仓+$158.46万
2026Q2 卖出最多 按季末市值估算
SPTS 减仓-$1,194.22万
VEA 减仓-$258.88万
VCIT 减仓-$157.42万
SCHQ 减仓-$154.50万
QQQM 减仓-$144.15万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC COM | $11.77万 | 0.02% | 869 | 766 | 743.7% | $10.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $11.62万 | 0.02% | 228 | 217 | 1,972.7% | $11.06万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $11.58万 | 0.02% | 297 | 87 | 41.4% | $3.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $11.57万 | 0.02% | 267 | -340 | -56.0% | -$14.73万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $11.49万 | 0.02% | 5,161 | 139 | 2.8% | $3,096 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $11.35万 | 0.02% | 524 | 503 | 2,395.2% | $10.89万 | 加仓 |
| MLPA | Global X MLP ETF | $11.27万 | 0.02% | 2,123 | -1,798 | -45.9% | -$9.54万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $11.24万 | 0.02% | 716 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $11.20万 | 0.02% | 256 | 239 | 1,405.9% | $10.46万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $11.19万 | 0.02% | 1,430 | 64 | 4.7% | $5,007 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $10.68万 | 0.02% | 7,936 | 131 | 1.7% | $1,763 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $9.93万 | 0.02% | 86 | 5 | 6.2% | $5,771 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $9.65万 | 0.02% | 4,174 | -2,427 | -36.8% | -$5.61万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $9.13万 | 0.02% | 2,140 | 260 | 13.8% | $1.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $8.48万 | 0.02% | 146 | 28 | 23.7% | $1.63万 | 加仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $8.26万 | 0.02% | 1,970 | -341 | -14.8% | -$1.43万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $7.65万 | 0.02% | 871 | 284 | 48.4% | $2.50万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $7.63万 | 0.02% | 4,045 | 480 | 13.5% | $9,058 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $7.53万 | 0.02% | 77 | -33 | -30.0% | -$3.23万 | 减仓 |
| MCD | MCDONALDS CORP COM | $7.11万 | 0.02% | 263 | 16 | 6.5% | $4,325 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $7.02万 | 0.01% | 143 | 126 | 741.2% | $6.19万 | 加仓 |
| CTSH | Cognizant Technology Solutions Cl A | $6.96万 | 0.01% | 1,797 | 8 | 0.4% | $310 | 加仓 |
| JBL | JABIL INC COM | $6.82万 | 0.01% | 177 | 167 | 1,670.0% | $6.44万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $6.75万 | 0.01% | 284 | -218 | -43.4% | -$5.18万 | 减仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $6.63万 | 0.01% | 811 | -210 | -20.6% | -$1.72万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $6.50万 | 0.01% | 47 | -48 | -50.5% | -$6.64万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $6.11万 | 0.01% | 165 | -313 | -65.5% | -$11.58万 | 减仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $6.07万 | 0.01% | 2,385 | 105 | 4.6% | $2,671 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5.97万 | 0.01% | 30 | 4 | 15.4% | $7,958 | 加仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $5.71万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| VIOO | Vanguard S&P 600 | $5.71万 | 0.01% | 415 | -347 | -45.5% | -$4.77万 | 减仓 |
| DOV | DOVER CORP COM | $5.65万 | 0.01% | 252 | 244 | 3,050.0% | $5.47万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $5.49万 | 0.01% | 43 | 41 | 2,050.0% | $5.24万 | 加仓 |
| FTV | FORTIVE CORP COM | $5.41万 | 0.01% | 885 | 3 | 0.3% | $183 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $5.17万 | 0.01% | 1,950 | 134 | 7.4% | $3,551 | 加仓 |
| V | VISA INC COM CL A | $4.94万 | 0.01% | 144 | 44 | 44.0% | $1.51万 | 加仓 |
| INTC | INTEL CORP COM | $4.75万 | 0.01% | 340 | 47 | 16.0% | $6,563 | 加仓 |
| CSCO | CISCO SYS INC COM | $4.67万 | 0.01% | 398 | 121 | 43.7% | $1.42万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $4.65万 | 0.01% | 310 | -116 | -27.2% | -$1.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $4.47万 | 0.01% | 87 | 32 | 58.2% | $1.64万 | 加仓 |
| BIIB | BIOGEN INC COM | $4.08万 | 0.01% | 189 | 3 | 1.6% | $648 | 加仓 |
| CAT | CATERPILLAR INC COM | $4.05万 | 0.01% | 38 | 4 | 11.8% | $4,260 | 加仓 |
| ABBV | ABBVIE INC COM | $3.95万 | 0.01% | 157 | 44 | 38.9% | $1.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $3.87万 | 0.01% | 93 | 33 | 55.0% | $1.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $3.65万 | 0.01% | 39 | 9 | 30.0% | $8,419 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $3.64万 | 0.01% | 36 | 8 | 28.6% | $8,091 | 加仓 |
| GE | GE AEROSPACE COM NEW | $3.55万 | 0.01% | 95 | 18 | 23.4% | $6,727 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.15万 | 0.01% | 73 | 2 | 2.8% | $863 | 加仓 |
| BAC | BANK OF AMER CORP COM | $3.02万 | 0.01% | 530 | 218 | 69.9% | $1.24万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $3.00万 | 0.01% | 181 | 60 | 49.6% | $9,946 | 加仓 |
| HD | HOME DEPOT INC COM | $3.00万 | 0.01% | 85 | 32 | 60.4% | $1.13万 | 加仓 |
| RTX | RTX CORPORATION COM | $2.98万 | 0.01% | 157 | 52 | 49.5% | $9,866 | 加仓 |
| GEV | GE VERNOVA INC COM | $2.94万 | 0.01% | 25 | 2 | 8.7% | $2,350 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $2.90万 | 0.01% | 153 | 47 | 44.3% | $8,912 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.86万 | 0.01% | 137 | 42 | 44.2% | $8,780 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $2.83万 | 0.01% | 1,199 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2.80万 | 0.01% | 54 | 23 | 74.2% | $1.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.76万 | 0.01% | 81 | 45 | 125.0% | $1.53万 | 加仓 |
| C | CITIGROUP INC COM NEW | $2.72万 | 0.01% | 194 | 71 | 57.7% | $9,937 | 加仓 |
| KO | COCA COLA CO COM | $2.69万 | 0.01% | 331 | 110 | 49.8% | $8,940 | 加仓 |
| KLAC | KLA CORP COM NEW | $2.69万 | 0.01% | 89 | -651 | -88.0% | -$19.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $2.61万 | 0.01% | 144 | 31 | 27.4% | $5,608 | 加仓 |
| APH | AMPHENOL CORP CL A | $2.54万 | 0.01% | 144 | -688 | -82.7% | -$12.13万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.53万 | 0.01% | 266 | 21 | 8.6% | $1,997 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2.52万 | 0.01% | 172 | 39 | 29.3% | $5,719 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $2.50万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $2.43万 | 0.01% | 341 | 49 | 16.8% | $3,499 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2.41万 | 0.01% | 81 | 23 | 39.7% | $6,856 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $2.41万 | 0.01% | 154 | 11 | 7.7% | $1,724 | 加仓 |
| WFC | WELLS FARGO & CO COM | $2.36万 | 0.01% | 285 | 58 | 25.6% | $4,793 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2.31万 | 0.00% | 82 | 17 | 26.2% | $4,781 | 加仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $2.30万 | 0.00% | 820 | 820 | — | $2.30万 | 新建仓 |
| SNDK | SANDISK CORP COM | $2.27万 | 0.00% | 10 | 1 | 11.1% | $2,274 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $2.14万 | 0.00% | 28 | 9 | 47.4% | $6,868 | 加仓 |
| ETN | EATON CORP PLC SHS | $2.09万 | 0.00% | 49 | 8 | 19.5% | $3,409 | 加仓 |
| COP | CONOCOPHILLIPS COM | $2.07万 | 0.00% | 199 | 40 | 25.2% | $4,158 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.03万 | 0.00% | 51 | 23 | 82.1% | $9,135 | 加仓 |
| TJX | TJX COS INC NEW COM | $1.95万 | 0.00% | 129 | 20 | 18.3% | $3,030 | 加仓 |
| HON | HONEYWELL INTL INC COM | $1.95万 | 0.00% | 87 | -65 | -42.8% | -$1.46万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.94万 | 0.00% | 233 | 24 | 11.5% | $1,999 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $1.92万 | 0.00% | 87 | 87 | — | $1.92万 | 新建仓 |
| ORCL | ORACLE CORP COM | $1.89万 | 0.00% | 129 | 18 | 16.2% | $2,638 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $1.87万 | 0.00% | 275 | -20 | -6.8% | -$1,363 | 减仓 |
| GLW | CORNING INC COM | $1.86万 | 0.00% | 73 | 7 | 10.6% | $1,788 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.82万 | 0.00% | 914 | 69 | 8.2% | $1,372 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.82万 | 0.00% | 61 | 14 | 29.8% | $4,170 | 加仓 |
| NKE | NIKE INC CL B | $1.79万 | 0.00% | 435 | 49 | 12.7% | $2,011 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1.74万 | 0.00% | 192 | 103 | 115.7% | $9,346 | 加仓 |
| CB | CHUBB LIMITED COM | $1.67万 | 0.00% | 49 | 19 | 63.3% | $6,474 | 加仓 |
| SLB | SLB LIMITED COM STK | $1.67万 | 0.00% | 359 | 22 | 6.5% | $1,023 | 加仓 |
| DIS | DISNEY WALT CO COM | $1.64万 | 0.00% | 170 | 71 | 71.7% | $6,838 | 加仓 |
| QCOM | QUALCOMM INC COM | $1.63万 | 0.00% | 88 | 27 | 44.3% | $4,989 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $1.60万 | 0.00% | 1,157 | 111 | 10.6% | $1,532 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $1.59万 | 0.00% | 205 | 12 | 6.2% | $930 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.59万 | 0.00% | 136 | -69 | -33.7% | -$8,050 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $1.55万 | 0.00% | 107 | 58 | 118.4% | $8,387 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.54万 | 0.00% | 16 | 4 | 33.3% | $3,860 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $1.53万 | 0.00% | 24 | 2 | 9.1% | $1,277 | 加仓 |
| UNP | UNION PAC CORP COM | $1.52万 | 0.00% | 56 | 17 | 43.6% | $4,624 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.49万 | 0.00% | 88 | 4 | 4.8% | $676 | 加仓 |