13FBOX
Principle Wealth Partners LLC · 13F 持仓分析
期权收益计算器 机构排行

Principle Wealth Partners LLC

No.1736 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.25亿
环比变动 Q1 2026
+$2.76亿+15.7%
持仓股票数
398
新买入
27
加仓
135
减仓
129
清仓
9
持股不变
107
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺交易所交易基金信托XLG
7.84%7.96%$1.59亿259.3万股$1.39亿255.3万股+4.0万股+1.57%加仓
BBNY MELLON ETF TRUST IIBKDV
6.72%6.73%$1.36亿406.5万股$1.18亿396.9万股+9.6万股+2.42%加仓
摩根大通JPM
5.78%6.01%$1.17亿35.8万股$1.05亿35.8万股+149股+0.04%加仓
苹果AAPL
5.17%5.32%$1.05亿36.2万股$9,306.7万36.7万股-4,742股-1.29%减仓
V先锋领航指数基金VUG
3.11%3.07%$6,308.5万73.2万股$5,364.6万12.3万股+61.0万股+496.29%加仓
英伟达NVDA
2.82%2.83%$5,718.0万28.6万股$4,949.6万28.4万股+1,968股+0.69%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.65%2.8%$5,366.3万22.7万股$4,900.8万22.8万股-1,093股-0.48%减仓
微软MSFT
2.15%2.43%$4,355.3万11.7万股$4,244.1万11.5万股+2,104股+1.84%加仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
2.1%1.46%$4,258.3万51.5万股$2,562.1万6.3万股+45.3万股+720.13%加仓
VanEck ETF信托SMH
2.03%1.25%$4,118.2万6.3万股$2,179.6万5.7万股+5,939股+10.45%加仓
亚马逊AMZN
1.98%2%$4,012.0万16.8万股$3,491.3万16.8万股+700股+0.42%加仓
谷歌AGOOGL
1.65%1.52%$3,335.3万9.3万股$2,666.2万9.3万股+611股+0.66%加仓
AAlphabet Inc Class CGOOG
1.64%1.55%$3,321.1万9.4万股$2,706.3万9.4万股-347股-0.37%减仓
G通用动力VTI
1.56%1.56%$3,155.3万8.5万股$2,723.5万8.5万股+374股+0.44%加仓
强生JNJ
1.41%1.58%$2,861.6万11.3万股$2,765.3万11.3万股-454股-0.40%减仓
思科CSCO
1.1%0.85%$2,233.3万19.0万股$1,494.3万19.3万股-2,455股-1.27%减仓
卡特彼勒CAT
1.07%0.85%$2,166.3万2.0万股$1,491.4万2.1万股-709股-3.37%减仓
雷神技术RTX
1.04%1.3%$2,112.5万11.1万股$2,275.6万11.8万股-6,627股-5.62%减仓
AAMPLIFY ETF TRIDVO
0.98%0.97%$1,983.9万47.2万股$1,705.0万42.1万股+5.1万股+12.12%加仓
S嘉信策略信托SCHD
0.95%1.13%$1,932.4万60.9万股$1,978.2万64.5万股-3.5万股-5.49%减仓
麦当劳MCD
0.93%1.22%$1,878.2万6.9万股$2,139.4万6.9万股+644股+0.94%加仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.93%0.46%$1,875.8万15.3万股$809.8万8.3万股+7.0万股+84.18%加仓
高盛GS
0.91%0.89%$1,842.0万1.8万股$1,552.6万1.8万股-139股-0.76%减仓
V先锋领航白厅基金VYM
0.87%0.96%$1,767.9万11.2万股$1,681.8万11.4万股-1,686股-1.48%减仓
IIBMIBM
0.82%0.82%$1,655.8万5.9万股$1,433.6万5.9万股-262股-0.44%减仓
AALPS ETF信托SMTH
0.82%1%$1,653.7万64.2万股$1,742.5万67.7万股-3.4万股-5.04%减仓
V先锋领航全球基金VGT
0.82%0.69%$1,652.9万13.8万股$1,213.8万1.7万股+12.1万股+694.93%加仓
J摩根大通交易所交易基金JMST
0.73%0.65%$1,486.6万29.2万股$1,140.6万22.4万股+6.8万股+30.29%加仓
家得宝HD
0.72%0.8%$1,456.5万4.1万股$1,392.5万4.2万股-1,041股-2.46%减仓
礼来LLY
0.71%0.64%$1,429.9万1.2万股$1,119.7万1.2万股-253股-2.08%减仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.7%0.72%$1,421.9万34.6万股$1,251.3万35.2万股-5,628股-1.60%减仓
SSPDR标普500 ETFSPY
0.69%0.65%$1,395.5万1.9万股$1,139.0万1.8万股+1,175股+6.71%加仓
伯克希尔哈撒韦BRK.B
0.67%0.75%$1,347.0万2.7万股$1,314.9万2.7万股-521股-1.90%减仓
Meta平台META
0.65%0.72%$1,323.5万2.3万股$1,265.0万2.2万股+1,386股+6.27%加仓
VisaV
0.65%0.66%$1,317.0万3.8万股$1,154.4万3.8万股+193股+0.51%加仓
埃克森美孚XOM
0.64%0.94%$1,286.5万9.4万股$1,642.0万9.7万股-2,684股-2.77%减仓
AMGEN COMAMGN
0.56%0.63%$1,141.6万3.2万股$1,109.2万3.2万股00.00%持仓不变
联合健康UNH
0.55%0.42%$1,107.9万2.7万股$726.8万2.7万股-205股-0.76%减仓
宝洁PG
0.54%0.61%$1,095.5万7.5万股$1,070.8万7.4万股+576股+0.78%加仓
康明斯CMI
0.54%0.49%$1,088.4万1.5万股$862.6万1.6万股-773股-4.82%减仓
F第一信托·USTFMHI
0.53%0.61%$1,081.1万22.3万股$1,068.5万22.5万股-1,796股-0.80%减仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.51%0.37%$1,027.4万6.0万股$639.8万4.4万股+1.6万股+36.87%加仓
默沙东MRK
0.51%0.55%$1,025.6万8.0万股$962.9万8.0万股-240股-0.30%减仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.49%0.48%$990.6万10.9万股$836.6万10.5万股+4,835股+4.63%加仓
特斯拉TSLA
0.48%0.52%$967.9万2.3万股$901.7万2.4万股-1,243股-5.12%减仓
南方电力SO
0.48%0.55%$962.4万10.1万股$964.3万10.0万股+649股+0.65%加仓
J摩根大通交易所交易基金JEPQ
0.47%0.48%$962.0万15.7万股$843.5万15.2万股+4,597股+3.03%加仓
V先锋领航·MIDVO
0.46%0.5%$940.4万11.7万股$868.9万3.0万股+8.6万股+285.74%加仓
I景顺QQQ信托VOO
0.46%0.42%$928.7万1.3万股$730.9万1.3万股-53股-0.42%减仓
PALO ALTOPANW
0.46%0.25%$922.4万2.7万股$446.0万2.8万股-775股-2.79%减仓

🧭 机构资金流板块热力图

净流出 净流入