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Principle Wealth Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Principle Wealth Partners LLC

报告期 2026-03-31 · CIK 0001743413

持仓数

380

前50大市值合计

$1.28B

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*

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$139.3M

2,552,987

10.9%

BKDV BNY MELLON ETF TRUST II

DYNAMIC VALUE

$117.7M

3,969,257

9.2%

JPM JPMORGAN CHASE & CO

COM

$105.2M

357,768

8.2%

AAPL APPLE INC

COM

$93.1M

366,709

7.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$53.6M

122,819

4.2%

NVDA NVIDIA CORPORATION

COM

$49.5M

283,806

3.9%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$49.0M

227,881

3.8%

MSFT MICROSOFT CORP

COM

$42.4M

114,654

3.3%

AMZN AMAZON COM INC

COM

$34.9M

167,632

2.7%

JNJ JOHNSON & JOHNSON

COM

$27.7M

113,128

2.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$27.2M

84,895

2.1%

GOOG ALPHABET INC

CAP STK CL C

$27.1M

94,342

2.1%

GOOGL ALPHABET INC

CAP STK CL A

$26.7M

92,718

2.1%

VOOG VANGUARD ADMIRAL FDS INC

500 GRTH IDX F

$25.6M

62,845

2.0%

RTX RTX CORPORATION

COM

$22.8M

117,967

1.8%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$21.8M

56,849

1.7%

MCD MCDONALDS CORP

COM

$21.4M

68,838

1.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$19.8M

644,801

1.5%

SMTH ALPS ETF TR

SMITH CORE PLUS

$17.4M

676,565

1.4%

IDVO AMPLIFY ETF TR

CWP INTL ENHANCE

$17.1M

421,307

1.3%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$16.8M

113,556

1.3%

— EXXON MOBIL CORP

COM

$16.4M

96,782

1.3%

GS GOLDMAN SACHS GROUP INC

COM

$15.5M

18,352

1.2%

CSCO CISCO SYS INC

COM

$14.9M

192,585

1.2%

CAT CATERPILLAR INC

COM

$14.9M

21,051

1.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$14.3M

59,145

1.1%

HD HOME DEPOT INC

COM

$13.9M

42,339

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$13.1M

27,440

1.0%

META META PLATFORMS INC

CL A

$12.6M

22,110

1.0%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$12.5M

351,581

1.0%

VGT VANGUARD WORLD FD

INF TECH ETF

$12.1M

17,397

0.9%

V VISA INC

COM CL A

$11.5M

38,194

0.9%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$11.4M

223,726

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$11.4M

17,513

0.9%

LLY ELI LILLY & CO

COM

$11.2M

12,174

0.9%

AMGN AMGEN INC

COM

$11.1M

31,526

0.9%

CVX CHEVRON CORPORATION

COM

$10.9M

52,844

0.9%

PG PROCTER & GAMBLE CO

COM

$10.7M

74,133

0.8%

FMHI FIRST TR EXCH TRADED FD III

MUNI HI INCM ETF

$10.7M

224,757

0.8%

SO SOUTHERN CO

COM

$9.6M

99,904

0.8%

MRK MERCK & CO INC

COM

$9.6M

80,052

0.8%

TSLA TESLA INC

COM

$9.0M

24,255

0.7%

GD GENERAL DYNAMICS CORP

COM

$9.0M

26,086

0.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$8.7M

30,258

0.7%

CMI CUMMINS INC

COM

$8.6M

16,033

0.7%

ORCL ORACLE CORP

COM

$8.6M

58,612

0.7%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$8.4M

151,934

0.7%

IGV ISHARES TR

EXPANDED TECH

$8.4M

104,505

0.7%

KO COCA COLA CO

COM

$8.2M

108,040

0.6%

PWRD TCW ETF TRUST

TRANSFORM SYSTEM

$8.1M

82,829

0.6%

* 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

44%前 6 大占比

XLG10.9%BKDV9.2%JPM8.2%AAPL7.3%VUG4.2%NVDA3.9%