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 |
|---|---|---|---|---|---|---|---|---|
| HST | HOST HOTELS & RESORTS INC COM | $2,750 | 0.00% | 116 | 18 | 18.4% | $427 | 加仓 |
| DTE | DTE ENERGY CO COM | $2,743 | 0.00% | 18 | 8 | 80.0% | $1,219 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $2,737 | 0.00% | 18 | -2 | -10.0% | -$304 | 减仓 |
| XYZ | BLOCK INC CL A | $2,736 | 0.00% | 36 | 4 | 12.5% | $304 | 加仓 |
| LFUS | LITTELFUSE INC COM | $2,732 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $2,729 | 0.00% | 24 | 4 | 20.0% | $455 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $2,724 | 0.00% | 18 | -5 | -21.7% | -$757 | 减仓 |
| GWW | WW GRAINGER INC COM | $2,721 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $2,716 | 0.00% | 29 | 7 | 31.8% | $656 | 加仓 |
| ZS | ZSCALER INC COM | $2,682 | 0.00% | 19 | 18 | 1,800.0% | $2,541 | 加仓 |
| EIX | EDISON INTL COM | $2,680 | 0.00% | 36 | 2 | 5.9% | $149 | 加仓 |
| VTR | VENTAS INC COM | $2,664 | 0.00% | 30 | 4 | 15.4% | $355 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $2,662 | 0.00% | 15 | 1 | 7.1% | $177 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $2,650 | 0.00% | 44 | 5 | 12.8% | $301 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $2,642 | 0.00% | 60 | 3 | 5.3% | $132 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,628 | 0.00% | 92 | 21 | 29.6% | $600 | 加仓 |
| MET | METLIFE INC COM | $2,623 | 0.00% | 31 | 4 | 14.8% | $338 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2,606 | 0.00% | 147 | -20 | -12.0% | -$355 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $2,606 | 0.00% | 10 | 1 | 11.1% | $261 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2,597 | 0.00% | 32 | -5 | -13.5% | -$406 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $2,574 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2,559 | 0.00% | 10 | 1 | 11.1% | $256 | 加仓 |
| FNB | F N B CORP COM | $2,538 | 0.00% | 133 | -9 | -6.3% | -$172 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,537 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $2,534 | 0.00% | 28 | 8 | 40.0% | $724 | 加仓 |
| FLS | FLOWSERVE CORP COM | $2,521 | 0.00% | 34 | 4 | 13.3% | $297 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $2,519 | 0.00% | 38 | 9 | 31.0% | $597 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $2,515 | 0.00% | 66 | 24 | 57.1% | $915 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,508 | 0.00% | 31 | -2 | -6.1% | -$162 | 减仓 |
| TPR | TAPESTRY INC COM | $2,488 | 0.00% | 17 | 1 | 6.2% | $146 | 加仓 |
| GPC | GENUINE PARTS CO COM | $2,478 | 0.00% | 21 | 10 | 90.9% | $1,180 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $2,467 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $2,466 | 0.00% | 78 | 35 | 81.4% | $1,107 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2,449 | 0.00% | 22 | 7 | 46.7% | $779 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $2,448 | 0.00% | 9 | 3 | 50.0% | $816 | 加仓 |
| NTNX | NUTANIX INC CL A | $2,446 | 0.00% | 48 | 10 | 26.3% | $510 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2,445 | 0.00% | 32 | 2 | 6.7% | $153 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,442 | 0.00% | 219 | -2 | -0.9% | -$22 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $2,434 | 0.00% | 22 | 2 | 10.0% | $221 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $2,407 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $2,390 | 0.00% | 7 | -1 | -12.5% | -$341 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,385 | 0.00% | 18 | -4 | -18.2% | -$530 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $2,369 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $2,360 | 0.00% | 29 | 4 | 16.0% | $326 | 加仓 |
| DXCM | DEXCOM INC COM | $2,357 | 0.00% | 35 | 8 | 29.6% | $539 | 加仓 |
| PINS | PINTEREST INC CL A | $2,355 | 0.00% | 112 | 70 | 166.7% | $1,472 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,347 | 0.00% | 55 | -66 | -54.5% | -$2,816 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $2,339 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $2,338 | 0.00% | 77 | -731 | -90.5% | -$2.22万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $2,298 | 0.00% | 33 | 1 | 3.1% | $70 | 加仓 |
| TXT | TEXTRON INC COM | $2,293 | 0.00% | 25 | 8 | 47.1% | $734 | 加仓 |
| LII | LENNOX INTL INC COM | $2,292 | 0.00% | 4 | 2 | 100.0% | $1,146 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2,282 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,275 | 0.00% | 16 | 7 | 77.8% | $995 | 加仓 |
| XPO | XPO INC COM | $2,258 | 0.00% | 11 | 1 | 10.0% | $205 | 加仓 |
| FISV | FISERV INC COM | $2,256 | 0.00% | 46 | 1 | 2.2% | $49 | 加仓 |
| WAT | WATERS CORP COM | $2,250 | 0.00% | 6 | 1 | 20.0% | $375 | 加仓 |
| MSCI | MSCI INC COM | $2,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $2,240 | 0.00% | 13 | 3 | 30.0% | $517 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $2,234 | 0.00% | 46 | 8 | 21.1% | $389 | 加仓 |
| CUBE | CUBESMART COM | $2,227 | 0.00% | 56 | 54 | 2,700.0% | $2,147 | 加仓 |
| P | EVERPURE INC CL A | $2,206 | 0.00% | 28 | 7 | 33.3% | $552 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2,176 | 0.00% | 34 | 10 | 41.7% | $640 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $2,175 | 0.00% | 19 | 18 | 1,800.0% | $2,061 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $2,172 | 0.00% | 81 | -6 | -6.9% | -$161 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $2,167 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2,156 | 0.00% | 20 | 1 | 5.3% | $108 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $2,143 | 0.00% | 68 | 46 | 209.1% | $1,450 | 加仓 |
| MTB | M & T BK CORP COM | $2,142 | 0.00% | 9 | 1 | 12.5% | $238 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2,141 | 0.00% | 14 | 6 | 75.0% | $918 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2,139 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $2,137 | 0.00% | 6 | 2 | 50.0% | $712 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $2,116 | 0.00% | 86 | -4 | -4.4% | -$98 | 减仓 |
| AVY | AVERY DENNISON CORP COM | $2,111 | 0.00% | 13 | 6 | 85.7% | $974 | 加仓 |
| STE | STERIS PLC SHS USD | $2,106 | 0.00% | 10 | 4 | 66.7% | $842 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $2,100 | 0.00% | 54 | -8 | -12.9% | -$311 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $2,095 | 0.00% | 28 | 3 | 12.0% | $224 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $2,087 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,084 | 0.00% | 15 | 11 | 275.0% | $1,528 | 加仓 |
| DUOL | DUOLINGO INC CL A COM | $2,070 | 0.00% | 18 | 17 | 1,700.0% | $1,955 | 加仓 |
| VMC | VULCAN MATLS CO COM | $2,065 | 0.00% | 7 | 1 | 16.7% | $295 | 加仓 |
| CPNG | COUPANG INC CL A | $2,050 | 0.00% | 118 | -20 | -14.5% | -$347 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $2,041 | 0.00% | 14 | 1 | 7.7% | $146 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $2,025 | 0.00% | 38 | -8 | -17.4% | -$426 | 减仓 |
| ACM | AECOM COM | $2,024 | 0.00% | 29 | 22 | 314.3% | $1,535 | 加仓 |
| EQT | EQT CORP COM | $2,020 | 0.00% | 38 | -12 | -24.0% | -$638 | 减仓 |
| RLI | RLI CORP COM | $2,008 | 0.00% | 34 | 30 | 750.0% | $1,772 | 加仓 |
| KEY | KEYCORP COM | $2,005 | 0.00% | 87 | 5 | 6.1% | $115 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $2,001 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $1,999 | 0.00% | 45 | 26 | 136.8% | $1,155 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,998 | 0.00% | 189 | 176 | 1,353.8% | $1,861 | 加仓 |
| DOW | DOW HLDGS INC COM | $1,997 | 0.00% | 73 | -4 | -5.2% | -$109 | 减仓 |
| INVH | INVITATION HOMES INC COM | $1,994 | 0.00% | 66 | 19 | 40.4% | $574 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $1,985 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,985 | 0.00% | 23 | 9 | 64.3% | $777 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | $1,984 | 0.00% | 138 | -2,111 | -93.9% | -$3.03万 | 减仓 |
| CVLT | COMMVAULT SYS INC COM | $1,984 | 0.00% | 14 | 14 | — | $1,984 | 新建仓 |
| BAX | Baxter International, Inc. | $1,983 | 0.00% | 93 | 47 | 102.2% | $1,002 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $1,982 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $1,979 | 0.00% | 75 | 14 | 23.0% | $369 | 加仓 |