LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$4,451.04亿2026Q2 申报市值
6,201持仓数
14.3%前十大占比 · 第一大 2.5%
409 / 211新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$23.93亿
IUSB 加仓+$6.87亿
IALT 新建仓+$6.10亿
GOVT 加仓+$4.95亿
CORO 新建仓+$4.72亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$6.19亿
EFV 减仓-$5.63亿
IAGG 减仓-$3.55亿
IEMG 减仓-$3.45亿
THRO 减仓-$2.28亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $27.80万 | 0.00% | 4,912 | -17,851 | -78.4% | -$101.02万 | 减仓 |
| — | SPECTRAL AI INC | $27.80万 | 0.00% | 160,701 | 160,701 | — | $27.80万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $27.85万 | 0.00% | 16,052 | 2,336 | 17.0% | $4.05万 | 重新持有 |
| WLY | WILEY JOHN & SONS INC | $27.86万 | 0.00% | 5,742 | 5,742 | — | $27.86万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.89万 | 0.00% | 8,475 | 8,475 | — | $27.89万 | 新建仓 |
| — | PUTNAM MASTER INTER INCOME T | $27.92万 | 0.00% | 86,454 | 12,810 | 17.4% | $4.14万 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $28.01万 | 0.00% | 34,537 | -2,081 | -5.7% | -$1.69万 | 减仓 |
| AXON | AXON ENTERPRISE INC 看涨期权 | $28.03万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FTRB | FEDERATED HERMES ETF TRUST | $28.07万 | 0.00% | 11,184 | -4,110 | -26.9% | -$10.31万 | 减仓 |
| INMD | INMODE LTD | $28.11万 | 0.00% | 19,228 | -998 | -4.9% | -$1.46万 | 减仓 |
| — | SSGA ACTIVE TR | $28.21万 | 0.00% | 11,430 | 1,891 | 19.8% | $4.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR 看跌期权 | $28.22万 | 0.00% | 8,900 | 500 | 6.0% | $1.59万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $28.23万 | 0.00% | 56,452 | 43,759 | 344.7% | $21.88万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $28.28万 | 0.00% | 28,707 | 10,862 | 60.9% | $10.70万 | 加仓 |
| PD | PAGERDUTY INC | $28.31万 | 0.00% | 29,336 | -1,060 | -3.5% | -$1.02万 | 减仓 |
| ZG | ZILLOW GROUP INC | $28.37万 | 0.00% | 9,045 | -21 | -0.2% | -$659 | 减仓 |
| — | KEWAUNEE SCIENTIFIC CORP | $28.42万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS ASIA FDS | $28.42万 | 0.00% | 4,285 | -913 | -17.6% | -$6.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.43万 | 0.00% | 9,032 | 9,032 | — | $28.43万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.58万 | 0.00% | 7,212 | 359 | 5.2% | $1.42万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $28.58万 | 0.00% | 7,773 | 730 | 10.4% | $2.68万 | 加仓 |
| — | PROSHARES TR | $28.60万 | 0.00% | 4,364 | 4,364 | — | $28.60万 | 新建仓 |
| CLX | CLOROX CO DEL 看跌期权 | $28.63万 | 0.00% | 3,000 | -700 | -18.9% | -$6.68万 | 减仓 |
| OPI | OFFICE PPTYS INCOME TR | $28.70万 | 0.00% | 16,884 | 16,884 | — | $28.70万 | 新建仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $28.88万 | 0.00% | 11,943 | 11,943 | — | $28.88万 | 新建仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $28.94万 | 0.00% | 3,904 | 435 | 12.5% | $3.23万 | 加仓 |
| PONY | PONY AI INC | $29.01万 | 0.00% | 41,742 | 635 | 1.5% | $4,413 | 加仓 |
| — | MICROVAST HOLDINGS INC | $29.15万 | 0.00% | 249,162 | -5,719 | -2.2% | -$6,691 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $29.18万 | 0.00% | 6,690 | 6,690 | — | $29.18万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $29.20万 | 0.00% | 4,838 | -126 | -2.5% | -$7,605 | 减仓 |
| — | NORTH EUROPEAN OIL RTY TR | $29.25万 | 0.00% | 40,012 | 4,741 | 13.4% | $3.47万 | 加仓 |
| — | INVESCO DB US DLR INDEX TR | $29.29万 | 0.00% | 16,402 | -16,483 | -50.1% | -$29.44万 | 减仓 |
| LCID | LUCID GROUP INC | $29.29万 | 0.00% | 43,789 | 6,626 | 17.8% | $4.43万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.37万 | 0.00% | 7,647 | -2,180 | -22.2% | -$8.37万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $29.37万 | 0.00% | 11,261 | -8,200 | -42.1% | -$21.39万 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $29.39万 | 0.00% | 26,241 | 9,063 | 52.8% | $10.15万 | 加仓 |
| — | OUTLOOK THERAPEUTICS INC | $29.41万 | 0.00% | 184,942 | 151,315 | 450.0% | $24.06万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $29.43万 | 0.00% | 6,411 | -704 | -9.9% | -$3.23万 | 减仓 |
| AMRC | AMERESCO INC | $29.49万 | 0.00% | 10,686 | 10,686 | — | $29.49万 | 新建仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $29.55万 | 0.00% | 14,866 | 14,866 | — | $29.55万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $29.60万 | 0.00% | 220,873 | 27,500 | 14.2% | $3.69万 | 加仓 |
| SBET | SHARPLINK INC | $29.60万 | 0.00% | 61,662 | 5,350 | 9.5% | $2.57万 | 加仓 |
| FRSH | FRESHWORKS INC | $29.61万 | 0.00% | 29,262 | 1,758 | 6.4% | $1.78万 | 加仓 |
| ZS | ZSCALER INC 看涨期权 | $29.64万 | 0.00% | 2,100 | 500 | 31.2% | $7.06万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $29.65万 | 0.00% | 4,557 | -128 | -2.7% | -$8,328 | 减仓 |
| PALI | PALISADE BIO INC | $29.71万 | 0.00% | 142,154 | 32,000 | 29.1% | $6.69万 | 加仓 |
| — | GLOBAL X FDS | $29.75万 | 0.00% | 9,987 | 75 | 0.8% | $2,234 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $29.76万 | 0.00% | 6,188 | 0 | 0.0% | — | 不变 |
| MLPB | UBS AG LONDON BRANCH | $29.85万 | 0.00% | 10,362 | -988 | -8.7% | -$2.85万 | 减仓 |
| BRZE | BRAZE INC | $29.86万 | 0.00% | 13,766 | -9,710 | -41.4% | -$21.06万 | 减仓 |
| — | SSGA ACTIVE TR | $29.94万 | 0.00% | 12,071 | 2,049 | 20.4% | $5.08万 | 加仓 |
| — | CHRONOSCALE CORP | $29.95万 | 0.00% | 13,481 | 13,481 | — | $29.95万 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $29.96万 | 0.00% | 7,689 | 740 | 10.6% | $2.88万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $29.97万 | 0.00% | 4,182 | -293 | -6.5% | -$2.10万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $29.98万 | 0.00% | 3,198 | -14,100 | -81.5% | -$132.18万 | 减仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $29.99万 | 0.00% | 25,923 | 5,028 | 24.1% | $5.82万 | 加仓 |
| IMSR | TERRESTRIAL ENERGY INC | $30.01万 | 0.00% | 42,381 | 15,677 | 58.7% | $11.10万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $30.08万 | 0.00% | 9,540 | 9 | 0.1% | $284 | 加仓 |
| PFE | PFIZER INC 看涨期权 | $30.10万 | 0.00% | 12,500 | -19,000 | -60.3% | -$45.75万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $30.11万 | 0.00% | 6,989 | -722 | -9.4% | -$3.11万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $30.19万 | 0.00% | 37,180 | -15,691 | -29.7% | -$12.74万 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $30.19万 | 0.00% | 89,861 | -24,111 | -21.2% | -$8.10万 | 减仓 |
| SGU | STAR GROUP LP | $30.20万 | 0.00% | 23,517 | -4,934 | -17.3% | -$6.34万 | 减仓 |
| CCNE | CNB FINL CORP PA | $30.21万 | 0.00% | 8,963 | 1,378 | 18.2% | $4.65万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $30.25万 | 0.00% | 6,474 | -826 | -11.3% | -$3.86万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II 看涨期权 | $30.30万 | 0.00% | 1,000 | 1,000 | — | $30.30万 | 新建仓 |
| CNXN | PC CONNECTION INC | $30.35万 | 0.00% | 4,158 | 94 | 2.3% | $6,861 | 加仓 |
| TMVE | THRIVENT ETF TRUST | $30.35万 | 0.00% | 16,865 | 0 | 0.0% | — | 不变 |
| MCHB | MECHANICS BANCORP | $30.38万 | 0.00% | 19,108 | -361 | -1.9% | -$5,740 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $30.42万 | 0.00% | 7,213 | 1,432 | 24.8% | $6.04万 | 加仓 |
| APPF | APPFOLIO INC 看涨期权 | $30.47万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $30.47万 | 0.00% | 16,410 | 3,253 | 24.7% | $6.04万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $30.48万 | 0.00% | 8,372 | 444 | 5.6% | $1.62万 | 加仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $30.48万 | 0.00% | 23,378 | 23,378 | — | $30.48万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $30.49万 | 0.00% | 27,790 | 12,994 | 87.8% | $14.25万 | 加仓 |
| NTSK | NETSKOPE INC | $30.57万 | 0.00% | 27,941 | -1,686 | -5.7% | -$1.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.59万 | 0.00% | 9,657 | 9,657 | — | $30.59万 | 新建仓 |
| — | ORACLE CORP | $30.67万 | 0.00% | 6,824 | 6,824 | — | $30.67万 | 新建仓 |
| TRST | TRUSTCO BK CORP N Y | $30.68万 | 0.00% | 5,587 | 13 | 0.2% | $714 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $30.70万 | 0.00% | 12,026 | 1,700 | 16.5% | $4.34万 | 加仓 |
| — | FREIGHTCAR AMER INC | $30.80万 | 0.00% | 31,625 | 6,725 | 27.0% | $6.55万 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $30.85万 | 0.00% | 3,588 | -1,851 | -34.0% | -$15.91万 | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $30.89万 | 0.00% | 106,887 | 79,053 | 284.0% | $22.85万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $30.96万 | 0.00% | 2,931 | -234 | -7.4% | -$2.47万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $31.03万 | 0.00% | 15,529 | 5,060 | 48.3% | $10.11万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $31.08万 | 0.00% | 14,518 | 3,277 | 29.2% | $7.02万 | 加仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $31.10万 | 0.00% | 23,546 | 111 | 0.5% | $1,466 | 加仓 |
| BLDP | BALLARD PWR SYS INC NEW | $31.16万 | 0.00% | 80,105 | -928 | -1.1% | -$3,610 | 减仓 |
| — | SELECT MED HLDGS CORP | $31.17万 | 0.00% | 18,880 | -795 | -4.0% | -$1.31万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC 看涨期权 | $31.18万 | 0.00% | 2,900 | 100 | 3.6% | $1.07万 | 加仓 |
| NEWT | NEWTEKONE INC | $31.22万 | 0.00% | 21,081 | -281 | -1.3% | -$4,162 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $31.23万 | 0.00% | 10,543 | 0 | 0.0% | — | 不变 |
| — | ANIXA BIOSCIENCES INC | $31.23万 | 0.00% | 111,535 | 30,559 | 37.7% | $8.56万 | 加仓 |
| PSMO | PACER FDS TR | $31.24万 | 0.00% | 9,602 | 9,602 | — | $31.24万 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A | $31.29万 | 0.00% | 12,425 | 683 | 5.8% | $1.72万 | 加仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $31.29万 | 0.00% | 34,580 | 34,580 | — | $31.29万 | 新建仓 |
| RXO | RXO INC | $31.32万 | 0.00% | 11,352 | -1,787 | -13.6% | -$4.93万 | 减仓 |
| — | HURCO CO | $31.32万 | 0.00% | 13,681 | 1,132 | 9.0% | $2.59万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $31.34万 | 0.00% | 11,822 | -2,807 | -19.2% | -$7.44万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $31.34万 | 0.00% | 600 | 600 | — | $31.34万 | 新建仓 |