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Principia Wealth Advisory, LLC · 13F 持仓分析
期权收益计算器 机构排行

Principia Wealth Advisory, LLC

No.4987 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.77亿
环比变动 Q4 2025
+$3,156.1万+21.8%
持仓股票数
1047
新买入
135
加仓
643
减仓
177
清仓
56
持股不变
92
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·NASDAQ 100 ETFQQQM
11.42%9.48%$2,016.0万97.6万股$1,375.1万5.6万股+92.0万股+1,653.26%加仓
V先锋领航·FTSEVEA
7.19%4.16%$1,270.0万19.8万股$602.6万10.1万股+9.8万股+97.29%加仓
BBNY MELLON ETF TRUST US LRG CP COREBKLC
7.06%3.62%$1,246.0万10.0万股$525.3万4.1万股+5.9万股+144.18%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
6.81%$1,201.9万41.2万股$00股+41.2万股新买入
EEYEPOINTEYPT
4.62%5.21%$816.6万63.4万股$755.8万53.1万股+10.3万股+19.41%加仓
V先锋领航斯科茨代尔基金VCIT
4.34%2.13%$765.7万9.3万股$309.5万3.7万股+5.6万股+151.54%加仓
V先锋领航·FSTEVWO
3.68%3.59%$649.9万12.0万股$520.0万9.6万股+2.4万股+25.39%加仓
SSCHWAB HIGH YIELD BOND ETFSCYB
3.3%2.18%$582.5万22.4万股$316.0万11.8万股+10.6万股+89.59%加仓
SSPDR道富系列信托SPTM
2.82%5.11%$497.2万6.3万股$741.5万9.2万股-2.9万股-31.60%减仓
S嘉信策略信托SCHD
2.67%1.63%$472.0万15.4万股$235.7万8.6万股+6.8万股+78.27%加仓
V先锋领航国际股票指数基金VEU
2.55%3.99%$451.0万6.0万股$578.5万8.1万股-2.1万股-25.91%减仓
IiShares黄金信托IAU
2.41%2.42%$425.2万4.8万股$350.3万4.8万股+149股+0.31%加仓
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
2.35%1.13%$414.7万13.2万股$163.2万5.1万股+8.1万股+161.20%加仓
OOCULAR THERAPEUTIXOCUL
1.96%$345.3万40.9万股$00股+40.9万股新买入
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
1.94%2.42%$343.2万11.4万股$351.6万12.9万股-1.5万股-11.57%减仓
IiShares安硕PICK
1.8%0.47%$318.3万5.6万股$67.6万1.5万股+4.1万股+270.67%加仓
SSPDR行业精选信托XLE
1.63%0.03%$288.4万4.7万股$4.8万537股+4.7万股+8,662.20%加仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
1.63%0.38%$288.1万9.5万股$55.8万2.0万股+7.5万股+377.92%加仓
IiShares安硕信托EMB
1.61%1.17%$284.1万3.0万股$169.5万1.8万股+1.2万股+69.91%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.56%2.63%$275.5万3.5万股$381.1万5.6万股-2.1万股-37.92%减仓
I景顺·ACTVELY MNGD ETC FDPDBC
1.51%0.32%$266.9万15.4万股$46.3万3.4万股+12.0万股+346.97%加仓
UU.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETFGOAU
1.5%1.88%$265.2万6.0万股$272.4万6.8万股-7,825股-11.56%减仓
IiShares安硕信托TIP
1.13%0.59%$200.4万1.8万股$84.9万7,632股+1.1万股+137.92%加仓
SSSGA ACTIVE ETF TRWIP
1.01%0.26%$178.8万4.5万股$38.0万9,355股+3.6万股+381.19%加仓
S嘉信·USSCHA
0.97%0.31%$171.5万5.9万股$44.6万1.6万股+4.3万股+269.90%加仓
F富兰克林邓普顿ETF信托FLJP
0.95%0.55%$167.5万4.6万股$79.5万2.3万股+2.3万股+101.50%加仓
IiShares安硕信托USRT
0.92%0.25%$162.1万2.7万股$36.7万6,245股+2.1万股+338.85%加仓
MP MATERIALSMP
0.83%$147.2万3.1万股$00股+3.1万股新买入
IiShares白银信托SLV
0.81%1.54%$142.7万2.1万股$223.8万5.3万股-3.2万股-60.36%减仓
V先锋领航国际股票指数基金VGK
0.58%0.61%$102.2万1.2万股$88.7万1.1万股+1,293股+11.63%加仓
IiShares安硕信托SHV
0.54%1.68%$95.4万8,644股$244.0万2.2万股-1.3万股-60.85%减仓
V先锋领航债券指数基金BSV
0.51%0.5%$90.2万1.1万股$72.0万9,125股+2,374股+26.02%加仓
RRBB FDTBIL
0.51%0.41%$89.4万1.8万股$59.7万1.2万股+5,993股+50.20%加仓
ENERGY FUELSUUUU
0.47%$82.2万4.5万股$00股+4.5万股新买入
UUSA RARE EARTH INC COMUSAR
0.46%$80.6万5.3万股$00股+5.3万股新买入
苹果AAPL
0.43%0.5%$75.5万2,974股$73.2万2,874股+100股+3.48%加仓
V先锋领航斯科茨代尔基金VGSH
0.4%0.51%$70.5万1.2万股$73.3万1.2万股-417股-3.35%减仓
AABRDN SILVER ETF TRUSTSIVR
0.38%0.35%$67.9万9,498股$50.8万1.1万股-1,924股-16.84%减仓
S嘉信策略信托SCHC
0.35%0.85%$61.9万1.3万股$123.1万2.9万股-1.6万股-55.88%减仓
V先锋领航·SMALLVBR
0.34%0.94%$59.4万2,733股$136.2万6,526股-3,793股-58.12%减仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
0.3%0.33%$53.0万1.2万股$48.3万1.0万股+1,182股+11.38%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.3%0.57%$52.3万1.9万股$82.2万3.1万股-1.2万股-39.90%减仓
微软MSFT
0.29%0.45%$51.9万1,403股$65.1万1,257股+146股+11.61%加仓
VVanEck ETF信托GDX
0.29%0.29%$51.3万5,588股$42.4万5,550股+38股+0.68%加仓
4D MOLECULAR THERAPEUTICS INFDMT
0.28%$50.0万5.4万股$00股+5.4万股新买入
V先锋领航·MALVERN FDSVTIP
0.27%0.2%$48.0万9,616股$28.6万5,658股+3,958股+69.95%加仓
IiShares比特币ETFIBIT
0.27%1.17%$46.9万1.2万股$170.0万2.6万股-1.4万股-53.23%减仓
I景顺·RAFI US 1000 ETFPRF
0.26%0.32%$45.5万9,573股$46.2万1.0万股-638股-6.25%减仓
V先锋领航·CORE PLUS BOND ETFVPLS
0.25%0.3%$43.4万5,592股$42.9万5,450股+142股+2.61%加仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
0.24%0.28%$42.3万8,135股$41.1万9,190股-1,055股-11.48%减仓

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