13FBOX
PRINCIPAL U.S. MEGA-CAP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
P

PRINCIPAL U.S. MEGA-CAP ETF

USMC
持有机构数
85
机构合计市值 (Q2 2026)
$36.07亿
机构合计股数 (Q2 2026)
4,867.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+299.0万股
51 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-733.7万股
37 · 14 清仓 · ≈
⚖️ 净额
-434.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$36.07亿
持有机构数
85
新买入
12
加仓
39
减仓
23
清仓
14
持股不变
11
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安金融集团PRINCIPAL FINANCIAL GROUP INC
1.18%1.04%#6$23.94亿3,229.9万股$19.40亿3,015.4万股+214.5万股+7.11%加仓
信安证券PRINCIPAL SECURITIES, INC.
4.31%4.47%#3$3.58亿482.4万股$3.05亿473.7万股+8.7万股+1.83%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.08%0.08%#21$3.39亿457.6万股$2.88亿448.5万股+9.1万股+2.03%加仓
LPL金融LPL Financial LLC
0.02%0.02%#36$7,929.5万107.0万股$6,920.0万107.6万股-6,281股-0.58%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#42$7,623.6万102.8万股$6,344.6万98.7万股+4.2万股+4.25%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$5,127.9万69.2万股$4,446.1万65.2万股+4.0万股+6.07%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#39$4,710.1万63.5万股$4,084.7万63.5万股+280股+0.04%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.17%0.13%#15$3,501.2万47.2万股$1,661.8万25.8万股+21.4万股+82.79%加仓
Oasis Advisors, LLC
13.02%10.43%#1$2,006.4万27.1万股$4.55亿711.5万股-684.4万股-96.20%减仓
Segment Wealth Management, LLC
1.03%0.96%#9$1,979.4万26.7万股$1,639.3万25.5万股+1.2万股+4.76%加仓
Symphony Financial Services, Inc.
8.32%8.01%#2$1,852.1万25.0万股$1,560.3万24.3万股+7,238股+2.98%加仓
Golden State Wealth Management, LLC
1.44%1.47%#5$1,583.4万21.4万股$1,348.6万21.0万股+3,910股+1.86%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.01%#34$1,560.2万21.0万股$773.0万12.0万股+9.0万股+75.08%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.07%#24$1,482.2万20.0万股$1,934.7万30.1万股-10.1万股-33.53%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#37$1,377.2万18.6万股$1,234.0万19.2万股-6,096股-3.18%减仓
EP财富顾问EP Wealth Advisors, LLC
0.04%0.04%#28$970.2万13.1万股$830.3万12.9万股+1,783股+1.38%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.14%#17$681.8万9.2万股$00股+9.2万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#70$619.3万8.4万股$498.9万8.0万股+4,080股+5.11%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#65$563.0万7.6万股$754.9万11.7万股-4.1万股-35.30%减仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#49$451.6万6.1万股$345.5万5.4万股+7,200股+13.40%加仓
&Partners&PARTNERS
0.02%0.02%#33$448.6万6.1万股$381.3万5.9万股+1,239股+2.09%加仓
MCDONALD PARTNERS LLC
1.08%0.42%#8$444.7万6.0万股$179.5万2.8万股+3.2万股+114.97%加仓
Wealth Advisors of Iowa, LLC
1.14%1.23%#7$419.3万5.7万股$396.5万6.2万股-5,095股-8.26%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#48$418.1万5.6万股$803.1万12.5万股-6.8万股-54.84%减仓
Capital Investment Advisory Services, LLC
0.24%0.25%#14$393.9万5.3万股$339.7万5.3万股+319股+0.60%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.11%0.11%#19$344.1万4.7万股$291.4万4.7万股00.00%持仓不变
GREENWOOD CAPITAL ASSOCIATES LLC
0.32%0.25%#12$325.3万4.4万股$226.4万3.5万股+8,669股+24.62%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#56$318.4万4.3万股$243.9万3.8万股+5,023股+13.24%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#45$307.2万4.1万股$256.2万4.0万股+1,602股+4.02%加仓
Jackson Wealth Management, LLC
0.29%0.28%#13$274.0万4.3万股$274.0万4.3万股00.00%持仓不变
CreativeOne Wealth, LLC
0.06%0.05%#22$272.5万3.7万股$234.5万3.6万股+298股+0.82%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#47$269.2万3.6万股$228.5万3.6万股+784股+2.21%加仓
PMG Wealth Management, Inc.
1.53%1.52%#4$247.9万3.4万股$211.3万3.3万股+574股+1.74%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#74$208.5万2.8万股$109.7万1.7万股+1.1万股+64.97%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#64$180.4万2.4万股$185.0万2.9万股-4,427股-15.39%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#55$178.0万2.4万股$153.7万2.4万股+2股+0.01%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$171.4万2.3万股$78.8万1.2万股+1.1万股+88.82%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#61$163.1万2.2万股$141.6万2.2万股-28股-0.13%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#44$157.4万2.1万股$31.9万4,955股+1.6万股+328.54%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#73$147.1万2.0万股$140.2万2.2万股-1,961股-8.99%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#50$142.8万1.9万股$128.6万2.0万股-723股-3.62%减仓
Qube研究科技Qube Research & Technologies Ltd
<0.01%#62$125.9万1.7万股$00股+1.7万股新买入
繁荣金融服务Prospera Financial Services Inc
0.02%0.02%#35$125.6万1.7万股$108.9万1.7万股+10股+0.06%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#79$124.0万1.7万股$00股+1.7万股新买入
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.01%0.01%#38$121.3万1.6万股$104.2万1.6万股+172股+1.06%加仓
Richmond Investment Services, LLC
0.37%0.33%#11$116.9万1.6万股$205.0万3.2万股-1.6万股-50.54%减仓
GTS SECURITIES LLC
0.02%0.06%#30$98.2万1.3万股$170.5万2.7万股-1.3万股-50.03%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#31$92.8万1.3万股$80.5万1.3万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#51$83.6万1.1万股$70.7万1.1万股+284股+2.58%加仓
Cannon Wealth Management Services, LLC
0.38%0.41%#10$69.5万9,373股$60.3万9,372股+1股+0.01%加仓

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