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 |
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP COM | $1,049 | 0.00% | 5 | 1 | 25.0% | $210 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $1,045 | 0.00% | 20 | 8 | 66.7% | $418 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,021 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $1,021 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $1,012 | 0.00% | 5 | -4 | -44.4% | -$810 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1,005 | 0.00% | 33 | 18 | 120.0% | $548 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $1,005 | 0.00% | 7 | 7 | — | $1,005 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $1,004 | 0.00% | 7 | 4 | 133.3% | $574 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1,002 | 0.00% | 13 | 13 | — | $1,002 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $997 | 0.00% | 11 | -2 | -15.4% | -$181 | 减仓 |
| ESNT | ESSENT GROUP LTD COM | $993 | 0.00% | 17 | 2 | 13.3% | $117 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $989 | 0.00% | 44 | 15 | 51.7% | $337 | 加仓 |
| HUBB | HUBBELL INC COM | $981 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $980 | 0.00% | 5 | 1 | 25.0% | $196 | 加仓 |
| HUBS | HUBSPOT INC COM | $976 | 0.00% | 4 | -2 | -33.3% | -$488 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $964 | 0.00% | 18 | -3 | -14.3% | -$161 | 减仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $957 | 0.00% | 7 | 2 | 40.0% | $273 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $941 | 0.00% | 8 | 4 | 100.0% | $470 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $940 | 0.00% | 36 | 9 | 33.3% | $235 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $940 | 0.00% | 20 | 20 | — | $940 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $935 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $935 | 0.00% | 24 | 18 | 300.0% | $701 | 加仓 |
| LII | LENNOX INTL INC COM | $928 | 0.00% | 2 | 1 | 100.0% | $464 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $925 | 0.00% | 12 | -6 | -33.3% | -$462 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $920 | 0.00% | 56 | -45 | -44.6% | -$739 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $920 | 0.00% | 25 | 20 | 400.0% | $736 | 加仓 |
| WYNN | WYNN RESORTS LTD COM | $914 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $912 | 0.00% | 5 | 1 | 25.0% | $182 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $910 | 0.00% | 22 | 1 | 4.8% | $41 | 加仓 |
| DOCU | DOCUSIGN INC COM | $901 | 0.00% | 19 | 5 | 35.7% | $237 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $892 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC COM | $886 | 0.00% | 113 | 101 | 841.7% | $792 | 加仓 |
| CPAY | CORPAY INC COM SHS | $873 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AIZ | Assurant Inc | $871 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $869 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $867 | 0.00% | 5 | -1 | -16.7% | -$173 | 减仓 |
| PSO | PEARSON PLC SPONSORED ADR | $867 | 0.00% | 66 | -14 | -17.5% | -$184 | 减仓 |
| RBA | RB GLOBAL INC COM | $863 | 0.00% | 9 | 2 | 28.6% | $192 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $861 | 0.00% | 10 | 9 | 900.0% | $775 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $859 | 0.00% | 32 | -1 | -3.0% | -$27 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $857 | 0.00% | 38 | 16 | 72.7% | $361 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $853 | 0.00% | 12 | 3 | 33.3% | $213 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $851 | 0.00% | 23 | -2 | -8.0% | -$74 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $850 | 0.00% | 10 | -1 | -9.1% | -$85 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $850 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $837 | 0.00% | 10 | 1 | 11.1% | $84 | 加仓 |
| TRU | TRANSUNION COM | $830 | 0.00% | 12 | -2 | -14.3% | -$138 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $830 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $830 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME COM | $828 | 0.00% | 16 | -1 | -5.9% | -$52 | 减仓 |
| NWS | NEWS CORP NEW CL B | $827 | 0.00% | 29 | 8 | 38.1% | $228 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $815 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $808 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $807 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $804 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $803 | 0.00% | 73 | 50 | 217.4% | $550 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $795 | 0.00% | 74 | 13 | 21.3% | $140 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $793 | 0.00% | 22 | -2 | -8.3% | -$72 | 减仓 |
| IT | GARTNER INC COM | $792 | 0.00% | 5 | -3 | -37.5% | -$475 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $789 | 0.00% | 4 | -2 | -33.3% | -$394 | 减仓 |
| AES | AES CORP COM | $789 | 0.00% | 56 | 33 | 143.5% | $465 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $784 | 0.00% | 12 | 9 | 300.0% | $588 | 加仓 |
| G | GENPACT LIMITED SHS | $782 | 0.00% | 21 | 21 | — | $782 | 新建仓 |
| WDAY | WORKDAY INC CL A | $780 | 0.00% | 6 | -5 | -45.5% | -$650 | 减仓 |
| BAX | Baxter International, Inc. | $773 | 0.00% | 46 | 40 | 666.7% | $672 | 加仓 |
| PINS | PINTEREST INC CL A | $770 | 0.00% | 42 | 29 | 223.1% | $532 | 重新持有 |
| VMRK | VIVMARK RESIDENTIAL SH BEN INT | $769 | 0.00% | 13 | 6 | 85.7% | $355 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $761 | 0.00% | 58 | 58 | — | $761 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $760 | 0.00% | 6 | -1 | -14.3% | -$127 | 减仓 |
| MNDY | MONDAY COM LTD SHS | $760 | 0.00% | 11 | 8 | 266.7% | $553 | 加仓 |
| ATR | APTARGROUP INC COM | $756 | 0.00% | 6 | -6 | -50.0% | -$756 | 减仓 |
| VOYA | VOYA FINANCIAL INC COM | $752 | 0.00% | 11 | -2 | -15.4% | -$137 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $752 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $748 | 0.00% | 27 | -5 | -15.6% | -$139 | 减仓 |
| SCI | SERVICE CORP INTL COM | $743 | 0.00% | 9 | 1 | 12.5% | $83 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $742 | 0.00% | 8 | 6 | 300.0% | $556 | 加仓 |
| UNM | UNUM GROUP COM | $730 | 0.00% | 10 | -3 | -23.1% | -$219 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $720 | 0.00% | 34 | -17 | -33.3% | -$360 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $718 | 0.00% | 10 | -10 | -50.0% | -$718 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $718 | 0.00% | 2 | -1 | -33.3% | -$359 | 减仓 |
| DPZ | DOMINOS PIZZA INC COM | $718 | 0.00% | 2 | 2 | — | $718 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $717 | 0.00% | 196 | 38 | 24.1% | $139 | 加仓 |
| WWD | WOODWARD INC COM | $716 | 0.00% | 2 | 1 | 100.0% | $358 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $714 | 0.00% | 5 | 1 | 25.0% | $143 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $704 | 0.00% | 22 | -16 | -42.1% | -$512 | 减仓 |
| SAIA | SAIA INC COM | $703 | 0.00% | 2 | 1 | 100.0% | $352 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $688 | 0.00% | 4 | -3 | -42.9% | -$516 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $687 | 0.00% | 11 | -13 | -54.2% | -$812 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $685 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $683 | 0.00% | 30 | 2 | 7.1% | $46 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $681 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC CL A | $677 | 0.00% | 61 | 5 | 8.9% | $55 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $677 | 0.00% | 17 | 13 | 325.0% | $518 | 加仓 |
| INGR | INGREDION INC COM | $676 | 0.00% | 6 | 5 | 500.0% | $563 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $668 | 0.00% | 9 | 6 | 200.0% | $445 | 加仓 |
| CSL | CARLISLE COS INC COM | $667 | 0.00% | 2 | 1 | 100.0% | $334 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $666 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $663 | 0.00% | 10 | 5 | 100.0% | $332 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $658 | 0.00% | 44 | 21 | 91.3% | $314 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $657 | 0.00% | 15 | 3 | 25.0% | $131 | 加仓 |