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PRINCIPAL SECURITIES, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PRINCIPAL SECURITIES, INC.

报告期 2026-03-31 · CIK 0000012600

持仓数

1,411

前50大市值合计

$3.32B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

USMC PRINCIPAL EXCHANGE TRADED FD

US MEGA CP ETF

$304.6M

4,736,954

9.2%

IVV ISHARES TR

CORE S&P500 ETF

$202.2M

309,596

6.1%

PSC PRINCIPAL EXCHANGE TRADED FD

PRIN U S SMALL

$145.4M

2,536,322

4.4%

PIEQ PRINCIPAL EXCHANGE TRADED FD

INTL EQUITY ETF

$140.7M

4,141,800

4.2%

LCAP PRINCIPAL EXCHANGE TRADED FD

CAP APPRECIATION

$139.7M

4,819,169

4.2%

BCHP PRINCIPAL EXCHANGE TRADED FD

FOCUSED BLUE CHI

$139.2M

4,254,860

4.2%

AGG ISHARES TR

CORE US AGGBD ET

$134.8M

1,357,568

4.1%

GSUS GOLDMAN SACHS ETF TR

MARKETBETA US EQ

$103.7M

1,157,612

3.1%

IG PRINCIPAL EXCHANGE TRADED FD

PRNC INVT GRAD

$100.2M

4,852,973

3.0%

NVDA NVIDIA CORPORATION

COM

$83.8M

480,360

2.5%

MSFT MICROSOFT CORP

COM

$82.9M

223,933

2.5%

AAPL APPLE INC

COM

$79.9M

314,960

2.4%

PY PRINCIPAL EXCHANGE TRADED FD

PRNCPL VLU ETF

$73.5M

1,428,413

2.2%

IUSV ISHARES TR

CORE S&P US VLU

$71.8M

702,083

2.2%

AMZN AMAZON COM INC

COM

$70.6M

338,859

2.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$66.3M

866,610

2.0%

IWB ISHARES TR

RUS 1000 ETF

$65.0M

182,403

2.0%

YLD PRINCIPAL EXCHANGE TRADED FD

ACTIVE HIGH YL

$63.3M

3,336,359

1.9%

GCOR GOLDMAN SACHS ETF TR

ACCESS US AGRAT

$59.7M

1,445,620

1.8%

IEFA ISHARES TR

CORE MSCI EAFE

$57.8M

638,337

1.7%

IEMG ISHARES INC

CORE MSCI EMKT

$56.0M

803,495

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$56.0M

194,773

1.7%

APUE TRUST FOR PROFESSIONAL MANAG

ACTIVEPASSIVE US

$54.9M

1,368,975

1.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$54.6M

170,307

1.6%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$51.9M

1,949,070

1.6%

IJR ISHARES TR

CORE S&P SCP ETF

$49.3M

396,724

1.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$47.7M

422,113

1.4%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$44.3M

212,930

1.3%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$43.4M

1,006,889

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$43.0M

1,474,680

1.3%

IDEV ISHARES TR

CORE MSCI INTL

$41.5M

496,389

1.2%

META META PLATFORMS INC

CL A

$41.2M

71,947

1.2%

IUSG ISHARES TR

CORE S&P US GWT

$39.4M

254,203

1.2%

AVGO BROADCOM INC

COM

$39.1M

126,181

1.2%

GOOG ALPHABET INC

CAP STK CL C

$37.4M

130,477

1.1%

IXUS ISHARES TR

CORE MSCI TOTAL

$36.9M

425,599

1.1%

MBB ISHARES TR

MBS ETF

$35.2M

370,956

1.1%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$34.9M

278,631

1.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$32.0M

498,917

1.0%

JPM JPMORGAN CHASE &CO

COM

$30.2M

102,594

0.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$30.0M

407,882

0.9%

GOVT ISHARES TR

US TREAS BD ETF

$29.9M

1,303,146

0.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$29.0M

147,560

0.9%

IUSB ISHARES TR

CORE UNIVRSL USD

$28.4M

614,297

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$27.0M

127,933

0.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$27.0M

46,772

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$25.7M

53,557

0.8%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$24.9M

427,852

0.7%

APIE TRUST FOR PROFESSIONAL MANAG

ACTIVEPASSIVE EQ

$24.5M

694,896

0.7%

V VISA INC

COM CL A

$24.3M

80,335

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

USMC9.2%IVV6.1%PSC4.4%PIEQ4.2%LCAP4.2%BCHP4.2%