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 |
|---|---|---|---|---|---|---|---|---|
| SAP | SAP SE SPON ADR | $1.03万 | 0.00% | 60 | 18 | 42.9% | $3,082 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1.03万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $1.02万 | 0.00% | 51 | 7 | 15.9% | $1,393 | 加仓 |
| CTVA | CORTEVA INC COM | $1.00万 | 0.00% | 120 | 5 | 4.3% | $419 | 加仓 |
| NOW | SERVICENOW INC COM | $9,828 | 0.00% | 94 | 36 | 62.1% | $3,764 | 加仓 |
| CB | CHUBB LIMITED COM | $9,778 | 0.00% | 30 | 7 | 30.4% | $2,282 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9,681 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $9,661 | 0.00% | 46 | 16 | 53.3% | $3,360 | 加仓 |
| — | FIDELITY ETHEREUM FUND ETF | $9,626 | 0.00% | 461 | -2,612 | -85.0% | -$5.45万 | 减仓 |
| DE | DEERE & CO COM | $9,576 | 0.00% | 17 | 2 | 13.3% | $1,127 | 加仓 |
| DIS | DISNEY WALT CO COM | $9,542 | 0.00% | 99 | 17 | 20.7% | $1,639 | 加仓 |
| UNP | UNION PAC CORP COM | $9,462 | 0.00% | 39 | 10 | 34.5% | $2,426 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $9,401 | 0.00% | 476 | 135 | 39.6% | $2,666 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $9,351 | 0.00% | 130 | 8 | 6.6% | $575 | 加仓 |
| PLD | PROLOGIS INC. COM | $9,253 | 0.00% | 70 | 15 | 27.3% | $1,983 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $9,218 | 0.00% | 40 | 8 | 25.0% | $1,844 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $9,138 | 0.00% | 89 | -21 | -19.1% | -$2,156 | 减仓 |
| — | SMI 3FOURTEEN FULL-CYCLE TREND ETF | $9,070 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $8,984 | 0.00% | 434 | 85 | 24.4% | $1,760 | 加仓 |
| GLW | CORNING INC COM | $8,974 | 0.00% | 66 | 8 | 13.8% | $1,088 | 加仓 |
| UBS | UBS GROUP AG SHS | $8,947 | 0.00% | 229 | 44 | 23.8% | $1,719 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $8,908 | 0.00% | 28 | 7 | 33.3% | $2,227 | 加仓 |
| WELL | WELLTOWER INC COM | $8,897 | 0.00% | 45 | 9 | 25.0% | $1,779 | 加仓 |
| SO | SOUTHERN CO COM | $8,880 | 0.00% | 92 | 23 | 33.3% | $2,220 | 加仓 |
| PWR | QUANTA SVCS INC COM | $8,784 | 0.00% | 16 | 3 | 23.1% | $1,647 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $8,771 | 0.00% | 150 | 38 | 33.9% | $2,222 | 加仓 |
| BP | BP PLC SPONSORED ADR | $8,648 | 0.00% | 184 | 46 | 33.3% | $2,162 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $8,404 | 0.00% | 388 | 83 | 27.2% | $1,798 | 加仓 |
| CME | CME GROUP INC COM | $8,270 | 0.00% | 28 | 8 | 40.0% | $2,363 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $8,223 | 0.00% | 149 | 40 | 36.7% | $2,208 | 加仓 |
| INTU | INTUIT COM | $8,215 | 0.00% | 19 | 3 | 18.8% | $1,297 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $8,177 | 0.00% | 25 | 3 | 13.6% | $981 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8,068 | 0.00% | 17 | -1 | -5.6% | -$475 | 减仓 |
| QCOM | QUALCOMM INC COM | $7,856 | 0.00% | 61 | -3 | -4.7% | -$386 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $7,836 | 0.00% | 84 | 16 | 23.5% | $1,493 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7,763 | 0.00% | 128 | 40 | 45.5% | $2,426 | 加仓 |
| SYY | SYSCO CORP COM | $7,632 | 0.00% | 107 | -4 | -3.6% | -$285 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $7,593 | 0.00% | 121 | 45 | 59.2% | $2,824 | 加仓 |
| SYK | STRYKER CORPORATION COM | $7,558 | 0.00% | 23 | 9 | 64.3% | $2,957 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $7,543 | 0.00% | 950 | 252 | 36.1% | $2,001 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7,418 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $7,365 | 0.00% | 34 | 7 | 25.9% | $1,516 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $7,360 | 0.00% | 87 | 15 | 20.8% | $1,269 | 加仓 |
| SBUX | STARBUCKS CORP COM | $7,257 | 0.00% | 81 | 15 | 22.7% | $1,344 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7,145 | 0.00% | 16 | 3 | 23.1% | $1,340 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $7,115 | 0.00% | 39 | 1 | 2.6% | $182 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $7,091 | 0.00% | 247 | 65 | 35.7% | $1,866 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $7,085 | 0.00% | 17 | 2 | 13.3% | $834 | 加仓 |
| — | ATAIBECKLEY INC COM SHS | $7,080 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $6,864 | 0.00% | 20 | 5 | 33.3% | $1,716 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $6,664 | 0.00% | 29 | 3 | 11.5% | $689 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $6,648 | 0.00% | 11 | 2 | 22.2% | $1,209 | 加仓 |
| DHR | DANAHER CORP DEL COM | $6,636 | 0.00% | 35 | 9 | 34.6% | $1,706 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $6,583 | 0.00% | 112 | 17 | 17.9% | $999 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $6,542 | 0.00% | 33 | 2 | 6.5% | $396 | 加仓 |
| MO | ALTRIA GROUP INC COM | $6,467 | 0.00% | 98 | 20 | 25.6% | $1,320 | 加仓 |
| FDX | FEDEX CORP COM | $6,411 | 0.00% | 18 | 3 | 20.0% | $1,068 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $6,395 | 0.00% | 174 | 12 | 7.4% | $441 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $6,386 | 0.00% | 21 | 8 | 61.5% | $2,433 | 加仓 |
| EBAY | EBAY INC. COM | $6,371 | 0.00% | 70 | 11 | 18.6% | $1,001 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $6,368 | 0.00% | 16 | 3 | 23.1% | $1,194 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $6,352 | 0.00% | 21 | -3 | -12.5% | -$907 | 减仓 |
| ADBE | ADOBE INC COM | $6,320 | 0.00% | 26 | -4 | -13.3% | -$972 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $6,265 | 0.00% | 25 | 7 | 38.9% | $1,754 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $6,167 | 0.00% | 128 | 28 | 28.0% | $1,349 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $6,144 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6,138 | 0.00% | 88 | 56 | 175.0% | $3,906 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $6,030 | 0.00% | 46 | 7 | 17.9% | $918 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $6,023 | 0.00% | 46 | 6 | 15.0% | $786 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $5,951 | 0.00% | 22 | 11 | 100.0% | $2,976 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $5,930 | 0.00% | 24 | 5 | 26.3% | $1,235 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $5,868 | 0.00% | 17 | 6 | 54.5% | $2,071 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $5,827 | 0.00% | 28 | 7 | 33.3% | $1,457 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $5,813 | 0.00% | 49 | 5 | 11.4% | $593 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $5,772 | 0.00% | 36 | 3 | 9.1% | $481 | 加仓 |
| BLK | BLACKROCK INC COM | $5,770 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $5,762 | 0.00% | 44 | 6 | 15.8% | $786 | 加仓 |
| SNDK | SANDISK CORP COM | $5,718 | 0.00% | 9 | 3 | 50.0% | $1,906 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $5,682 | 0.00% | 300 | 79 | 35.7% | $1,496 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $5,662 | 0.00% | 36 | 4 | 12.5% | $629 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5,631 | 0.00% | 61 | 8 | 15.1% | $738 | 加仓 |
| ECL | ECOLAB INC COM | $5,586 | 0.00% | 21 | 4 | 23.5% | $1,064 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $5,529 | 0.00% | 13 | -5 | -27.8% | -$2,127 | 减仓 |
| ADSK | AUTODESK INC COM | $5,506 | 0.00% | 23 | 8 | 53.3% | $1,915 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $5,504 | 0.00% | 20 | 5 | 33.3% | $1,376 | 加仓 |
| CSX | CSX CORP COM | $5,460 | 0.00% | 133 | 23 | 20.9% | $944 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $5,433 | 0.00% | 89 | 14 | 18.7% | $855 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5,409 | 0.00% | 29 | 2 | 7.4% | $373 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $5,360 | 0.00% | 56 | -344 | -86.0% | -$3.29万 | 减仓 |
| USB | US BANCORP COM NEW | $5,357 | 0.00% | 103 | 22 | 27.2% | $1,144 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $5,355 | 0.00% | 94 | 47 | 100.0% | $2,678 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $5,350 | 0.00% | 31 | 24 | 342.9% | $4,142 | 加仓 |
| CI | THE CIGNA GROUP COM | $5,335 | 0.00% | 20 | 8 | 66.7% | $2,134 | 加仓 |
| WMB | WILLIAMS COS INC COM | $5,313 | 0.00% | 73 | 13 | 21.7% | $946 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $5,280 | 0.00% | 19 | -294 | -93.9% | -$8.17万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $5,250 | 0.00% | 18 | 2 | 12.5% | $583 | 加仓 |
| CVS | CVS HEALTH CORP COM | $5,243 | 0.00% | 73 | 3 | 4.3% | $215 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $5,159 | 0.00% | 25 | 6 | 31.6% | $1,238 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $5,108 | 0.00% | 18 | 1 | 5.9% | $284 | 加仓 |
| O | REALTY INCOME CORP COM | $5,078 | 0.00% | 83 | 9 | 12.2% | $551 | 加仓 |