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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
$3.32B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 114
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$32.5M
614,932
+113776%
建仓
IWX
ISHARES TR
+$28.2M
346,962
增持
BCHP
PRINCIPAL EXCHANGE TRADED FD
+$27.0M
1,777,507
+80%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IWY
ISHARES TR
-$26.4M
10,308
-92%
减持
SPYG
SPDR SER TR
-$26.1M
15,642
-95%
增持
HDV
ISHARES TR
+$20.0M
192,255
+706%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD
+$16.8M
4,411,268
+2%
增持
IEFA
ISHARES TR
+$9.6M
1,473,731
+2%
增持
PQDI
PRINCIPAL EXCHANGE TRADED FD
+$9.5M
492,419
+62074%
增持
AAPL
APPLE INC
+$9.1M
202,881
+12%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$8.9M
137,748
-54%
增持
EWJ
ISHARES INC
+$8.8M
123,099
+31303%
增持
IJR
ISHARES TR
+$8.5M
295,818
+21%
减持
IVV
ISHARES TR
-$8.2M
176,837
-12%
增持
SCHH
SCHWAB STRATEGIC TR
+$8.1M
425,985
+390%
增持
GSUS
GOLDMAN SACHS ETF TR
+$7.5M
932,801
+6%
增持
SPTL
SPDR SER TR
+$7.5M
891,373
+32%
增持
SPYM
SPDR SER TR
+$7.3M
707,417
+12%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$6.9M
731,823
+89%
增持
SPHY
SPDR SER TR
+$6.8M
311,830
+979%
增持
TLT
ISHARES TR
+$6.8M
74,429
+1296%
增持
APUE
TRUST FOR PROFESSIONAL MANAG
+$6.7M
355,666
+102%
增持
PSC
PRINCIPAL EXCHANGE TRADED FD
+$6.7M
1,297,491
+3%
增持
EWY
ISHARES INC
+$6.6M
108,321
+2285%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.6M
2,789
-96%
增持
VTV
VANGUARD INDEX FDS
+$6.0M
142,304
+21%
增持
IXUS
ISHARES TR
+$5.5M
415,109
+14%
增持
SPIB
SPDR SER TR
+$5.3M
337,877
+80%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.2M
335,113
+29%
增持
VB
VANGUARD INDEX FDS
+$5.1M
43,173
+82%
增持
IJH
ISHARES TR
+$4.9M
165,421
+78%
增持
USHY
ISHARES TR
+$4.7M
192,915
+176%
增持
IG
PRINCIPAL EXCHANGE TRADED FD
+$4.7M
2,034,094
+7%
增持
PY
PRINCIPAL EXCHANGE TRADED FD
+$4.5M
846,030
+3%
增持
APIE
TRUST FOR PROFESSIONAL MANAG
+$4.4M
226,263
+149%
增持
XLI
SELECT SECTOR SPDR TR
+$4.4M
40,066
+359%
增持
AGG
ISHARES TR
+$4.2M
996,327
+0%
增持
HYG
ISHARES TR
+$4.2M
168,860
+39%
减持
XLE
SELECT SECTOR SPDR TR
-$4.0M
32,417
-57%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$4.0M
219,259
-51%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.8M
57,293
+1198%
清仓
—
INNOVATOR ETFS TRUST
-$3.8M
0
-100%
增持
AVGO
BROADCOM INC
+$3.7M
64,712
+1301%
增持
IEMG
ISHARES INC
+$3.7M
582,908
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.7M
321,860
+10%
建仓
CLOI
VANECK ETF TRUST
+$3.6M
67,582
增持
QUAL
ISHARES TR
+$3.6M
33,976
+131%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.6M
142,824
+946%
减持
BIL
SPDR SER TR
-$3.5M
26,979
-59%
减持
IAGG
ISHARES TR
-$3.5M
2,793
-96%
清仓
OCTJ
INNOVATOR ETFS TRUST
-$3.5M
0
-100%
减持
LEMB
ISHARES INC
-$3.4M
851
-99%
减持
LQD
ISHARES TR
-$3.4M
4,028
-89%
增持
IVW
ISHARES TR
+$3.3M
321,536
+8%
增持
GSIE
GOLDMAN SACHS ETF TR
+$3.3M
1,076,844
+2%
增持
IVE
ISHARES TR
+$3.3M
127,004
+6%
增持
MBB
ISHARES TR
+$3.2M
113,795
+36%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.2M
27,679
-42%
增持
TIP
ISHARES TR
+$2.9M
347,263
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.8M
23,726
+9%
减持
IEO
ISHARES TR
-$2.8M
63
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
39,519
+4%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$2.7M
101,039
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.7M
59,378
+70%
减持
IWB
ISHARES TR
+$2.6M
160,217
-0%
增持
IUSB
ISHARES TR
+$2.5M
230,988
+24%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.5M
211,407
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.4M
41,075
+78%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$2.4M
183,946
+71%
减持
XHB
SPDR SER TR
-$2.4M
4,786
-84%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
364,228
+7%
减持
SPLB
SPDR SER TR
-$2.4M
62,986
-64%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
283,355
+8%
增持
V
VISA INC
+$2.3M
65,300
+10%
减持
TSLA
TESLA INC
+$2.3M
40,851
-3%
增持
IWM
ISHARES TR
+$2.3M
14,869
+208%
减持
NOW
SERVICENOW INC
-$2.3M
2,610
-55%
增持
AMZN
AMAZON COM INC
+$2.3M
262,102
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.3M
190,177
+9%
增持
SBUX
STARBUCKS CORP
+$2.2M
77,638
+14%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
312,821
+8%
减持
SNOW
SNOWFLAKE INC
-$2.2M
4,940
-76%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$2.2M
123,845
+231%
增持
ORCL
ORACLE CORP
+$2.1M
35,519
+28%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.1M
196,436
+28%
减持
SHV
ISHARES TR
-$2.1M
22,379
-45%
减持
IUSV
ISHARES TR
+$2.1M
322,535
-1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$2.1M
76,119
+472%
增持
EFV
ISHARES TR
+$2.1M
104,174
+40%
增持
HD
HOME DEPOT INC
+$2.0M
17,630
+19%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.0M
282,114
+50%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.0M
92,036
+13%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
27,701
+4%
增持
PCN
PIMCO CORPORATE &INCM STRG
+$1.9M
900,769
+10%
减持
INTC
INTEL CORP
-$1.9M
34,054
-61%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$1.9M
26,417
+126%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
14,299
-6%
减持
META
META PLATFORMS INC
+$1.8M
44,272
-5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.8M
373,185
+2%
增持
JPM
JPMORGAN CHASE &CO.
+$1.8M
73,045
+8%
增持
CAT
CATERPILLAR INC
+$1.8M
18,310
+13%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.8M
333,500
+10%
增持
WMT
WALMART INC
+$1.7M
91,031
+10%
增持
MCHI
ISHARES TR
+$1.7M
146,243
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
206,459
+11%
增持
EWU
ISHARES TR
+$1.7M
399,740
+5%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.7M
31,732
+1102%
减持
CRM
SALESFORCE INC
-$1.7M
27,411
-23%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.7M
92,238
+38%
增持
VOX
VANGUARD WORLD FD
+$1.7M
93,403
+8%
增持
VVR
INVESCO SR INCOME TR
+$1.6M
416,050
+3408%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
8,292
+31%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.6M
125,037
+32%
增持
DYNF
BLACKROCK ETF TRUST
+$1.6M
66,105
+86%
增持
PJUL
INNOVATOR ETFS TRUST
+$1.6M
85,925
+75%
增持
BLW
BLACKROCK LTD DURATION INCOM
+$1.6M
213,901
+95%
增持
VFH
VANGUARD WORLD FD
+$1.5M
106,172
+5%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$1.5M
23,964
+149%
增持
PM
PHILIP MORRIS INTL INC
+$1.5M
54,715
+8%
增持
ABBV
ABBVIE INC
+$1.5M
40,442
+7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.4M
98,779
+39%
增持
PSET
PRINCIPAL EXCHANGE TRADED FD
+$1.4M
272,169
+4%
清仓
OCTH
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.4M
40,775
+128%
减持
OCCI
OFS CREDIT COMPANY INC
-$1.4M
93
-100%
增持
EFG
ISHARES TR
+$1.4M
35,233
+48%
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$1.3M
51,034
增持
KO
COCA COLA CO
+$1.3M
102,005
+8%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
59,946
减持
CVS
CVS HEALTH CORP
-$1.3M
27,022
-47%
增持
SIZE
ISHARES TR
+$1.3M
90,770
+2%
增持
STEW
SRH TOTAL RETURN FUND INC
+$1.3M
88,064
+914%
增持
—
EXXON MOBIL CORP
+$1.3M
86,242
+12%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.2M
90,291
+16%
增持
NJUL
INNOVATOR ETFS TRUST
+$1.2M
44,498
+76%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
51,921
+15%
增持
IJUL
INNOVATOR ETFS TRUST
+$1.2M
42,511
+1474%
增持
JNJ
JOHNSON &JOHNSON
+$1.2M
34,881
+14%
增持
PH
PARKER-HANNIFIN CORP
+$1.2M
4,956
+28%
增持
EWG
ISHARES INC
+$1.2M
237,199
+6%
减持
VTI
VANGUARD INDEX FDS
+$1.1M
111,964
-2%
增持
SGOV
ISHARES TR
+$1.1M
33,433
+51%
增持
—
BLACKROCK INC
+$1.1M
5,292
+7%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
84,408
+77%
增持
JNK
SPDR SER TR
+$1.1M
49,017
+26%
增持
WMG
WARNER MUSIC GROUP CORP
+$1.1M
35,671
+148529%
增持
—
CHECK POINT SOFTWARE TECH LT
+$1.1M
28,352
+7%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
38,273
+192%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
13,140
+12%
增持
GEM
GOLDMAN SACHS ETF TR
+$1.1M
227,140
+8%
