PW

Principle Wealth Partners LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$17.5亿

申报季度: 2026-03-31 · 持股只数: 380

Principle Wealth Partners LLC在最新一期 13F 报告中披露了 380 项持股，申报期为 2026-03-31，总持股市值约为 US$17.5亿，季度换手率为 11.2%。

机构性格雪花图

集中度
9.86
持仓稳定性
11.16
动能／逆势
100
行业集中度
48.61
多样化
100
仓位均衡度
71.04

近期动向

  • 加仓 IDVO

    +242.1%　US$1232.8万

  • 减仓 MSFT

    +1.5%　-US$1218.8万

  • 加仓 BKDV

    +4.2%　US$722.5万

  • 减仓 JPM

    -0.1%　-US$1014.8万

  • 减仓 AAPL

    -1.4%　-US$803.8万

  • 减仓 VUG

    +0.3%　-US$608.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1XLGInvesco S&p 500 Top 50 ETFETF-大型股与成长7.96%-0.27%+3.48%
2BKDVBny Mellon Dynamic ValueETF-其他6.73%+0.51%+4.24%
3JPMJpmorgan Chase & Co股票-金融6.01%-0.48%-0.09%
4AAPLApple INC股票-科技5.32%-0.37%-1.40%
5VUGVanguard Growth ETFETF-其他3.07%-0.29%+0.31%
6NVDANvidia CORP股票-科技2.83%-0.12%+0.94%
7VIGVanguard Dividend Apprec ETFETF-其他2.80%-0.06%-1.65%
8MSFTMicrosoft CORP股票-科技2.43%-0.64%+1.50%
9AMZNAmazon.com INC股票-周期性消费2.00%-0.13%+1.99%
10JNJJohnson & Johnson股票-医疗保健1.58%+0.26%-0.06%
11VTIVanguard Total Stock Mkt ETFETF-其他1.56%-0.09%-2.78%
12GOOGAlphabet Inc-cl C股票-通信服务1.55%-0.14%-1.15%
13GOOGLAlphabet Inc-cl A股票-通信服务1.52%-0.16%-2.53%
14VOOGVanguard S&p 500 Growth ETFETF-大型股与成长1.46%—+8.64%
15RTXRtx CORP股票-工业1.30%+0.08%-0.60%
16SMHVaneck Semiconductor ETFETF-其他1.25%—-3.16%
17MCDMcdonald's CORP股票-周期性消费1.22%—-0.09%
18SCHDSchwab US Dvd Equity ETFETF-其他1.13%+0.13%-0.59%
19SMTHAlps Smth Cor Bd Plus ETFETF-其他1.00%-0.04%-4.83%
20IDVOAmplify Cwp Intl Enh Dvd INCETF-其他0.97%+0.70%+242.11%
21VYMVanguard High Dvd Yield ETFETF-其他0.96%—-4.53%
22XOMExxon Mobil CORP股票-能源0.94%+0.27%-1.80%
23GSGoldman Sachs Group INC股票-金融0.89%-0.03%-1.58%
24CSCOCisco Systems INC股票-科技0.85%—-0.24%
25CATCaterpillar INC股票-工业0.85%+0.15%-3.14%
26IBMIntl Business Machines CORP股票-科技0.82%-0.16%+0.20%
27HDHome Depot INC股票-周期性消费0.80%-0.03%-1.23%
28BRK-BBerkshire Hathaway Inc-cl B股票-其他0.75%—+0.11%
29METAMeta Platforms Inc-class A股票-通信服务0.72%—+12.35%
30TCAFT Rowe Prc Cap AppreciationETF-其他0.72%—+2.61%
31VGTVanguard Info Tech ETFETF-科技型0.69%—+2.96%
32VVisa Inc-class A Shares股票-金融0.66%-0.11%-2.40%
33JMSTJPM Ultra-short Muni IncomeETF-其他0.65%—+0.34%
34SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.65%-0.06%-5.16%
35LLYEli Lilly & Co股票-医疗保健0.64%-0.13%-3.95%
36AMGNAmgen INC股票-医疗保健0.63%—-0.76%
37CVXChevron CORP股票-能源0.62%+0.17%-0.20%
38PGProcter & Gamble Co/the股票-非周期性消费0.61%—-0.16%
39FMHIFirst Trust Municipal High IETF-其他0.61%—-2.32%
40SOSouthern Co/the股票-公用事业0.55%+0.06%-0.64%
41MRKMerck & Co. INC.股票-医疗保健0.55%+0.06%-2.69%
42TSLATesla INC股票-周期性消费0.52%-0.09%+1.05%
43GDGeneral Dynamics CORP股票-工业0.51%—-2.46%
44VOVanguard Mid-cap ETFETF-其他0.50%—-3.58%
45CMICummins INC股票-工业0.49%—-2.02%
46ORCLOracle CORP股票-科技0.49%-0.14%+1.51%
47JEPQJPM Nasdaq Equity PremiumETF-科技型0.48%—+4.70%
48IGVIshares Expanded Tech-softwaETF-科技型0.48%-0.09%+9.93%
49KOCoca-cola Co/the股票-非周期性消费0.47%—+0.25%
50PWRDTcw Transform Systems ETFETF-其他0.46%+0.20%+72.64%
1–50 of 380

本季持股变动

Principle Wealth Partners LLC 在 2026-03-31 最显著的持仓异动： 清仓: ; 新建仓: Columbia Shrt Dur Bnd ETF (SBND); 加仓: Amplify Cwp Intl Enh Dvd INC (IDVO) — 股数 +242.11%; 加仓: Microsoft CORP (MSFT) — 股数 +1.50%; 加仓: Bny Mellon Dynamic Value (BKDV) — 股数 +4.24%.

Principle Wealth Partners LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IDVOAmplify Cwp Intl Enh Dvd INC+0.7%+242.11%加仓
2BKDVBny Mellon Dynamic Value+0.5%+4.24%加仓
3XOMExxon Mobil CORP+0.3%-1.80%减仓
4JNJJohnson & Johnson+0.3%-0.06%减仓
5PWRDTcw Transform Systems ETF+0.2%+72.64%加仓
6CVXChevron CORP+0.2%-0.20%减仓
7CATCaterpillar INC+0.2%-3.14%减仓
8SCHDSchwab US Dvd Equity ETF+0.1%-0.59%减仓
9IPKWInvesco International Buybac+0.1%+56.07%加仓
10RAAXVaneck Real Assets ETF+0.1%+96.74%加仓
11UNHUnitedhealth Group INC+0.1%+51.97%加仓
12PSXPhillips 66+0.1%+0.09%加仓
13RTXRtx CORP+0.1%-0.60%减仓
14COPConocophillips+0.1%-2.77%减仓
15CRWDCrowdstrike Holdings INC - A+0.1%+243.46%加仓
16XMMOInvesco S&p Midcap Momentum+0.1%+13.78%加仓
17MRKMerck & Co. INC.+0.1%-2.69%减仓
18SOSouthern Co/the+0.1%-0.64%减仓
19ASMLASML Holding N.V.+0.1%-0.13%减仓
20LMTLockheed Martin CORP+0.1%+0.15%加仓
21CRWVCoreweave Inc-cl A+0.1%+79.75%加仓
22TPLTexas Pacific Land CORP+0.1%+0.02%加仓
23COSTCostco Wholesale CORP+0.1%-0.72%减仓
24GSGoldman Sachs Group INC0%-1.58%减仓
25HDHome Depot INC0%-1.23%减仓
26SMTHAlps Smth Cor Bd Plus ETF0%-4.83%减仓
27VIGVanguard Dividend Apprec ETF-0.1%-1.65%减仓
28SPYSs Spdr S&p 500 ETF Trust-us-0.1%-5.16%减仓
29CRMSalesforce INC-0.1%-41.82%减仓
30VTIVanguard Total Stock Mkt ETF-0.1%-2.78%减仓
31TSLATesla INC-0.1%+1.05%加仓
32IGVIshares Expanded Tech-softwa-0.1%+9.93%加仓
33SPGPInvesco S&p 500 Garp ETF-0.1%-27.07%减仓
34BXBlackstone INC-0.1%-19.93%减仓
35VVisa Inc-class A Shares-0.1%-2.40%减仓
36NVDANvidia CORP-0.1%+0.94%加仓
37QCOMQualcomm INC-0.1%-10.49%减仓
38AMZNAmazon.com INC-0.1%+1.99%加仓
39LLYEli Lilly & Co-0.1%-3.95%减仓
40GOOGAlphabet Inc-cl C-0.1%-1.15%减仓
41ORCLOracle CORP-0.1%+1.51%加仓
42IBMIntl Business Machines CORP-0.2%+0.20%加仓
43GOOGLAlphabet Inc-cl A-0.2%-2.53%减仓
44XLGInvesco S&p 500 Top 50 ETF-0.3%+3.48%加仓
45VUGVanguard Growth ETF-0.3%+0.31%加仓
46AAPLApple INC-0.4%-1.40%减仓
47JPMJpmorgan Chase & Co-0.5%-0.09%减仓
48MSFTMicrosoft CORP-0.6%+1.50%加仓
49✓ —EXIT清仓
50SBNDColumbia Shrt Dur Bnd ETF—NEW新建仓

FAQ

Principle Wealth Partners LLC 是什么机构？属于哪种投资人类型？
Principle Wealth Partners LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$17.5亿，分布在 380 个已申报仓位之中。
Principle Wealth Partners LLC 目前前几大持股有哪些？
根据最新 13F 申报，Principle Wealth Partners LLC 按市值排列的前几大持股为： 1. Invesco S&p 500 Top 50 ETF (XLG) — US$1.4亿 (8.0%) 2. Bny Mellon Dynamic Value (BKDV) — US$1.2亿 (6.7%) 3. Jpmorgan Chase & Co (JPM) — US$1.1亿 (6.0%) 4. Apple INC (AAPL) — US$9306.7万 (5.3%) 5. Vanguard Growth ETF (VUG) — US$5364.6万 (3.1%)
Principle Wealth Partners LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Principle Wealth Partners LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 21 个既有持股、减仓 27 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: ; 新建仓: Columbia Shrt Dur Bnd ETF (SBND); 加仓: Amplify Cwp Intl Enh Dvd INC (IDVO) — 股数 +242.11%; 加仓: Microsoft CORP (MSFT) — 股数 +1.50%; 加仓: Bny Mellon Dynamic Value (BKDV) — 股数 +4.24%
Principle Wealth Partners LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Principle Wealth Partners LLC 的主要板块分布如下： • Information Technology: 27.4% • Financials: 21.2% • Industrials: 11.7% • Health Care: 9.3% • Consumer Discretionary: 9.1% • Communication Services: 7.7%