Principle Wealth Partners LLC 13F 持仓 · 2026年Q2
Principle Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 398 只证券，申报市值合计 20.25 亿美元。前几大持仓：XLG（7.84%）、BKDV（6.72%）、JPM（5.78%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | $158.8M | 7.84% | 2.6M | 增持 |
| 2 | BKDV | BNY MELLON ETF TRUST II | $136.2M | 6.72% | 4.1M | 增持 |
| 3 | JPM | JPMORGAN CHASE & CO | $117.2M | 5.78% | 357,917 | 增持 |
| 4 | AAPL | APPLE INC | $104.7M | 5.17% | 361,967 | 减持 |
| 5 | VUG | VANGUARD INDEX FDS | $63.1M | 3.11% | 732,355 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $57.2M | 2.82% | 285,774 | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $53.7M | 2.65% | 226,788 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $43.6M | 2.15% | 116,758 | 增持 |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC | $42.6M | 2.10% | 515,413 | 增持 |
| 10 | SMH | VANECK ETF TRUST | $41.2M | 2.03% | 62,788 | 增持 |
| 11 | AMZN | AMAZON COM INC | $40.1M | 1.98% | 168,332 | 增持 |
| 12 | GOOGL | ALPHABET INC | $33.4M | 1.65% | 93,329 | 增持 |
| 13 | GOOG | ALPHABET INC | $33.2M | 1.64% | 93,995 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $31.6M | 1.56% | 85,269 | 增持 |
| 15 | JNJ | JOHNSON & JOHNSON | $28.6M | 1.41% | 112,674 | 减持 |
| 16 | CSCO | CISCO SYS INC | $22.3M | 1.10% | 190,130 | 减持 |
| 17 | CAT | CATERPILLAR INC | $21.7M | 1.07% | 20,342 | 减持 |
| 18 | RTX | RTX CORPORATION | $21.1M | 1.04% | 111,340 | 减持 |
| 19 | IDVO | AMPLIFY ETF TR | $19.8M | 0.98% | 472,356 | 增持 |
| 20 | SCHD | SCHWAB STRATEGIC TR | $19.3M | 0.95% | 609,404 | 减持 |
| 21 | MCD | MCDONALDS CORP | $18.8M | 0.93% | 69,482 | 增持 |
| 22 | PWRD | TCW ETF TRUST | $18.8M | 0.93% | 152,553 | 增持 |
| 23 | GS | GOLDMAN SACHS GROUP INC | $18.4M | 0.91% | 18,213 | 减持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $17.7M | 0.87% | 111,870 | 减持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $16.6M | 0.82% | 58,883 | 减持 |
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