Principia Wealth Advisory, LLC 13F 持仓 · 2026年Q2

Principia Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,064 只证券，申报市值合计 2.01 亿美元。前几大持仓：QQQM（11.96%）、BKLC（7.35%）、VEA（5.75%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	QQQM	INVESCO NASDAQ 100 ETF	$24.0M	11.96%	970,826	减持
2	BKLC	BNY MELLON US LARGE CAP CORE EQUITY ETF	$14.8M	7.35%	102,922	增持
3	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$11.5M	5.75%	162,058	减持
4	QQQ	INVESCO QQQ TRUST SERIES I	$10.6M	5.27%	14,387	增持
5	EYPT	EYEPOINT INC COM NEW	$9.3M	4.63%	649,944	增持
6	VWO	VANGUARD FTSE EMERGING MARKETS ETF	$7.3M	3.64%	122,484	增持
7	PDBC	INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	$7.1M	3.52%	444,974	增持
8	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	$6.1M	3.03%	73,506	减持
9	SCYB	SCHWAB HIGH YIELD BOND ETF	$5.8M	2.90%	222,455	减持
10	SPTM	STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	$5.5M	2.76%	61,110	减持
11	IAU	ISHARES GOLD TRUST	$4.7M	2.34%	62,189	增持
12	DBMF	IMGP DBI MANAGED FUTURES STRATEGY ETF	$4.6M	2.31%	151,459	增持
13	OCUL	OCULAR THERAPEUTIX INC COM	$4.3M	2.15%	440,618	增持
14	SCHK	Schwab 1000 Index	$4.2M	2.09%	116,446	增持
15	FLLA	FRANKLIN FTSE LATIN AMERICA ETF	$4.1M	2.03%	154,159	新建仓
16	VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	$4.0M	1.99%	47,765	减持
17	SCHD	SCHWAB US DIVIDEND EQUITY ETF	$3.7M	1.86%	117,965	减持
18	CTA	SIMPLIFY MANAGED FUTURES STRATEGY ETF	$3.6M	1.81%	140,243	增持
19	XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	$3.4M	1.70%	64,427	增持
20	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$3.2M	1.58%	31,119	减持
21	EMB	ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF	$3.0M	1.50%	31,305	增持
22	PICK	ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF	$2.8M	1.40%	48,196	减持
23	SCHQ	SCHWAB LONG-TERM U.S. TREASURY ETF	$2.6M	1.29%	82,622	减持
24	TIP	ISHARES TIPS BOND ETF	$2.4M	1.20%	21,982	增持
25	GOAU	U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF	$2.4M	1.18%	63,636	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR