LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$3,765.60亿2026Q1 申报市值
5,964持仓数
13.9%前十大占比 · 第一大 2.0%
310 / 221新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VONV 加仓+$13.81亿
VONG 加仓+$9.44亿
IVV 加仓+$7.21亿
EFG 加仓+$6.40亿
SPYM 加仓+$5.47亿
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$12.04亿
OEF 减仓-$10.55亿
IWM 减仓-$9.20亿
IJH 减仓-$4.09亿
IAU 减仓-$3.14亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC 看跌期权 | $25.13万 | 0.00% | 800 | 100 | 14.3% | $3.14万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $25.14万 | 0.00% | 5,894 | 1,151 | 24.3% | $4.91万 | 加仓 |
| NTSK | NETSKOPE INC | $25.15万 | 0.00% | 29,627 | 4,148 | 16.3% | $3.52万 | 加仓 |
| VET | VERMILION ENERGY INC | $25.20万 | 0.00% | 18,288 | 7,289 | 66.3% | $10.04万 | 加仓 |
| — | EATON VANCE SR INCOME TR | $25.28万 | 0.00% | 50,671 | -7,509 | -12.9% | -$3.75万 | 减仓 |
| — | VUZIX CORP | $25.32万 | 0.00% | 109,629 | 85,462 | 353.6% | $19.74万 | 加仓 |
| SCL | STEPAN CO | $25.33万 | 0.00% | 5,068 | 5,068 | — | $25.33万 | 新建仓 |
| — | MORGAN STANLEY INDIA INVT FD | $25.33万 | 0.00% | 12,310 | 12,310 | — | $25.33万 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC | $25.49万 | 0.00% | 6,188 | 6,188 | — | $25.49万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $25.50万 | 0.00% | 7,022 | 868 | 14.1% | $3.15万 | 加仓 |
| — | ISHARES TR | $25.59万 | 0.00% | 5,349 | 5,349 | — | $25.59万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.63万 | 0.00% | 6,853 | 287 | 4.4% | $1.07万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $25.68万 | 0.00% | 4,475 | -391 | -8.0% | -$2.24万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.69万 | 0.00% | 8,571 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $25.69万 | 0.00% | 415,478 | 74,091 | 21.7% | $4.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.73万 | 0.00% | 8,745 | -150 | -1.7% | -$4,413 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR 看跌期权 | $25.77万 | 0.00% | 8,400 | 8,400 | — | $25.77万 | 新建仓 |
| STRT | STRATTEC SEC CORP | $25.78万 | 0.00% | 3,291 | -10 | -0.3% | -$783 | 减仓 |
| GLD | SPDR GOLD TR 看跌期权 | $25.82万 | 0.00% | 600 | -700 | -53.8% | -$30.12万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.82万 | 0.00% | 8,255 | 350 | 4.4% | $1.09万 | 加仓 |
| VTS | VITESSE ENERGY INC | $25.83万 | 0.00% | 14,221 | 37 | 0.3% | $672 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.88万 | 0.00% | 9,784 | 2,000 | 25.7% | $5.29万 | 加仓 |
| AZTA | AZENTA INC | $25.90万 | 0.00% | 12,257 | -28,058 | -69.6% | -$59.29万 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $25.95万 | 0.00% | 14,662 | 2,892 | 24.6% | $5.12万 | 加仓 |
| HNI | HNI CORP | $25.96万 | 0.00% | 7,776 | -8,789 | -53.1% | -$29.34万 | 减仓 |
| — | PROSHARES TR II | $25.96万 | 0.00% | 15,139 | -774 | -4.9% | -$1.33万 | 减仓 |
| — | AMICUS THERAPEUTIC | $25.98万 | 0.00% | 17,967 | -17,838 | -49.8% | -$25.79万 | 减仓 |
| NWS | NEWS CORP NEW | $26.00万 | 0.00% | 9,119 | -60 | -0.7% | -$1,711 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $26.06万 | 0.00% | 16,576 | -117,803 | -87.7% | -$185.19万 | 减仓 |
| — | ISHARES TR | $26.08万 | 0.00% | 7,630 | -6,982 | -47.8% | -$23.86万 | 减仓 |
| FIGS | FIGS INC | $26.09万 | 0.00% | 17,663 | 4,093 | 30.2% | $6.05万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $26.11万 | 0.00% | 13,684 | -47 | -0.3% | -$897 | 减仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $26.13万 | 0.00% | 23,435 | 127 | 0.5% | $1,416 | 加仓 |
| AROW | ARROW FINL CORP | $26.13万 | 0.00% | 7,785 | -11,738 | -60.1% | -$39.40万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $26.20万 | 0.00% | 9,912 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $26.20万 | 0.00% | 12,332 | 12,332 | — | $26.20万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $26.24万 | 0.00% | 42,734 | 5,370 | 14.4% | $3.30万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $26.28万 | 0.00% | 7,118 | 32 | 0.5% | $1,181 | 加仓 |
| — | ADVISORSHARES TR | $26.28万 | 0.00% | 99,926 | -3,131 | -3.0% | -$8,234 | 减仓 |
| — | MATERIALISE NV | $26.34万 | 0.00% | 53,329 | -706 | -1.3% | -$3,488 | 减仓 |
| TFSL | TFS FINL CORP | $26.41万 | 0.00% | 18,800 | 4,310 | 29.7% | $6.06万 | 加仓 |
| — | INSTIL BIO INC | $26.42万 | 0.00% | 32,063 | -1,017 | -3.1% | -$8,380 | 减仓 |
| TMVE | THRIVENT ETF TRUST | $26.45万 | 0.00% | 16,865 | 500 | 3.1% | $7,842 | 加仓 |
| ASIX | ADVANSIX INC | $26.51万 | 0.00% | 10,867 | -1,387 | -11.3% | -$3.38万 | 减仓 |
| BKE | BUCKLE INC | $26.56万 | 0.00% | 5,273 | 561 | 11.9% | $2.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $26.58万 | 0.00% | 2,000 | -3,000 | -60.0% | -$39.87万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $26.64万 | 0.00% | 4,685 | -787 | -14.4% | -$4.47万 | 减仓 |
| JCAP | JEFFERSON CAPITAL INC | $26.67万 | 0.00% | 13,871 | 2,876 | 26.2% | $5.53万 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $26.68万 | 0.00% | 43,516 | 11,989 | 38.0% | $7.35万 | 加仓 |
| — | ABRDN NATL MUN INCOME FD | $26.70万 | 0.00% | 26,808 | 35 | 0.1% | $349 | 加仓 |
| — | CELLECTIS S A | $26.74万 | 0.00% | 84,345 | -447 | -0.5% | -$1,417 | 减仓 |
| BKV | BKV CORP | $26.76万 | 0.00% | 9,383 | -23,565 | -71.5% | -$67.21万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC 看跌期权 | $26.77万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC | $26.80万 | 0.00% | 7,974 | 652 | 8.9% | $2.19万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $26.86万 | 0.00% | 11,241 | 11,241 | — | $26.86万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.92万 | 0.00% | 10,416 | -12,532 | -54.6% | -$32.38万 | 减仓 |
| QVMM | INVESCO EXCH TRADED FD TR II | $26.93万 | 0.00% | 8,497 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $26.97万 | 0.00% | 4,564 | 4,564 | — | $26.97万 | 新建仓 |
| STBA | S & T BANCORP INC | $26.97万 | 0.00% | 6,447 | -1,437 | -18.2% | -$6.01万 | 减仓 |
| PHR | PHREESIA INC | $27.00万 | 0.00% | 32,219 | 32,219 | — | $27.00万 | 新建仓 |
| — | WESTERN ASSET INFLT LNK INC | $27.00万 | 0.00% | 33,416 | -1,544 | -4.4% | -$1.25万 | 减仓 |
| DAC | DANAOS CORPORATION | $27.03万 | 0.00% | 2,400 | -97 | -3.9% | -$1.09万 | 减仓 |
| — | SAGA COMMUNICATIONS INC | $27.06万 | 0.00% | 23,125 | 8,925 | 62.9% | $10.44万 | 加仓 |
| — | ISHARES TR | $27.08万 | 0.00% | 7,328 | 7,328 | — | $27.08万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $27.08万 | 0.00% | 5,385 | -11,586 | -68.3% | -$58.27万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $27.09万 | 0.00% | 9,780 | -50,909 | -83.9% | -$141.02万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $27.12万 | 0.00% | 3,593 | 3,593 | — | $27.12万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $27.12万 | 0.00% | 3,256 | 3,256 | — | $27.12万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $27.20万 | 0.00% | 28,571 | 4,091 | 16.7% | $3.89万 | 加仓 |
| — | ETFIS SER TR I | $27.21万 | 0.00% | 17,984 | -5,506 | -23.4% | -$8.33万 | 减仓 |
| IYW | ISHARES TR 看涨期权 | $27.21万 | 0.00% | 1,500 | -1,100 | -42.3% | -$19.96万 | 减仓 |
| — | DRILLING TOOLS INTL CORP | $27.23万 | 0.00% | 62,885 | 62,885 | — | $27.23万 | 新建仓 |
| QURE | UNIQURE NV | $27.25万 | 0.00% | 16,666 | -5,303 | -24.1% | -$8.67万 | 减仓 |
| — | GLOBAL X FDS | $27.30万 | 0.00% | 9,912 | 9,912 | — | $27.30万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $27.41万 | 0.00% | 10,543 | 1,527 | 16.9% | $3.97万 | 重新持有 |
| — | KEWAUNEE SCIENTIFIC CORP | $27.42万 | 0.00% | 8,000 | 8,000 | — | $27.42万 | 新建仓 |
| TIPT | TIPTREE INC | $27.46万 | 0.00% | 16,230 | 1,200 | 8.0% | $2.03万 | 加仓 |
| — | GABELLI MULTIMEDIA TR INC | $27.48万 | 0.00% | 69,914 | -6,533 | -8.5% | -$2.57万 | 减仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $27.48万 | 0.00% | 3,469 | 3,469 | — | $27.48万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC 看涨期权 | $27.55万 | 0.00% | 2,800 | -1,700 | -37.8% | -$16.72万 | 减仓 |
| LLY | ELI LILLY & CO 看涨期权 | $27.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $27.59万 | 0.00% | 11,391 | -2,750 | -19.4% | -$6.66万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.64万 | 0.00% | 9,531 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP 看涨期权 | $27.65万 | 0.00% | 12,000 | -6,000 | -33.3% | -$13.82万 | 重新持有 |
| AMAL | AMALGAMATED FINANCIAL CORP | $27.66万 | 0.00% | 7,115 | 400 | 6.0% | $1.55万 | 加仓 |
| INMD | INMODE LTD | $27.67万 | 0.00% | 20,226 | -14,427 | -41.6% | -$19.74万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $27.75万 | 0.00% | 10,230 | 750 | 7.9% | $2.03万 | 加仓 |
| CMRE | COSTAMARE INC | $27.80万 | 0.00% | 16,449 | -551 | -3.2% | -$9,312 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $27.83万 | 0.00% | 1,127 | -1,520 | -57.4% | -$37.53万 | 减仓 |
| CRTO | CRITEO S A | $27.85万 | 0.00% | 15,533 | -5,871 | -27.4% | -$10.53万 | 减仓 |
| — | PROSHARES TR | $27.88万 | 0.00% | 3,556 | -1,631 | -31.4% | -$12.79万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $27.96万 | 0.00% | 7,034 | -119,587 | -94.4% | -$475.41万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.99万 | 0.00% | 10,380 | -50 | -0.5% | -$1,348 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $28.02万 | 0.00% | 2,622 | 291 | 12.5% | $3.11万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $28.06万 | 0.00% | 14,106 | -177 | -1.2% | -$3,521 | 减仓 |
| PFE | PFIZER INC 看跌期权 | $28.08万 | 0.00% | 10,000 | 10,000 | — | $28.08万 | 新建仓 |
| IRMD | IRADIMED CORP | $28.10万 | 0.00% | 2,919 | 2,919 | — | $28.10万 | 新建仓 |
| BMOP | BNY MELLON ETF TRUST II | $28.20万 | 0.00% | 11,449 | 11,449 | — | $28.20万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $28.22万 | 0.00% | 10,994 | 10,994 | — | $28.22万 | 新建仓 |
| UIVM | VICTORY PORTFOLIOS II | $28.23万 | 0.00% | 4,134 | 838 | 25.4% | $5.72万 | 加仓 |