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 |
|---|---|---|---|---|---|---|---|---|
| OMER | OMEROS CORP | $31.41万 | 0.00% | 33,033 | 13,425 | 68.5% | $12.77万 | 加仓 |
| INV | INNVENTURE INC | $31.43万 | 0.00% | 61,990 | 1,232 | 2.0% | $6,246 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $31.70万 | 0.00% | 4,969 | 1,376 | 38.3% | $8.78万 | 加仓 |
| QVMM | INVESCO EXCH TRADED FD TR II | $31.71万 | 0.00% | 8,799 | 302 | 3.6% | $1.09万 | 加仓 |
| APH | AMPHENOL CORP 看涨期权 | $31.74万 | 0.00% | 1,800 | 1,800 | — | $31.74万 | 新建仓 |
| CNOB | CONNECTONE BANCORP INC | $31.80万 | 0.00% | 9,510 | -10,011 | -51.3% | -$33.48万 | 减仓 |
| ONON | ON HLDG AG 看涨期权 | $31.88万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC 看跌期权 | $31.89万 | 0.00% | 9,000 | 1,000 | 12.5% | $3.54万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $31.90万 | 0.00% | 7,720 | 2,608 | 51.0% | $10.78万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $31.94万 | 0.00% | 139,456 | 42,690 | 44.1% | $9.78万 | 加仓 |
| MARA | MARA HOLDINGS INC 看跌期权 | $31.95万 | 0.00% | 23,000 | -163,000 | -87.6% | -$226.41万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $31.95万 | 0.00% | 300 | -500 | -62.5% | -$53.24万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $31.95万 | 0.00% | 22,987 | 10,265 | 80.7% | $14.27万 | 加仓 |
| USD | PROSHARES TR | $31.97万 | 0.00% | 3,066 | -1,195 | -28.0% | -$12.46万 | 重新持有 |
| VITL | VITAL FARMS INC | $31.97万 | 0.00% | 27,487 | -26,691 | -49.3% | -$31.04万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $32.01万 | 0.00% | 10,780 | 400 | 3.9% | $1.19万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW 看涨期权 | $32.02万 | 0.00% | 10,300 | 10,300 | — | $32.02万 | 新建仓 |
| — | MYOMO INC | $32.03万 | 0.00% | 308,000 | 2,000 | 0.7% | $2,080 | 加仓 |
| SOXX | ISHARES TR 看跌期权 | $32.04万 | 0.00% | 500 | 500 | — | $32.04万 | 新建仓 |
| — | ALPHABET INC | $32.12万 | 0.00% | 6,311 | 6,311 | — | $32.12万 | 新建仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $32.16万 | 0.00% | 2,200 | -1,300 | -37.1% | -$19.00万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC 看涨期权 | $32.17万 | 0.00% | 1,100 | 1,100 | — | $32.17万 | 新建仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $32.21万 | 0.00% | 65,604 | -1,775 | -2.6% | -$8,715 | 减仓 |
| — | WISDOMTREE TR | $32.22万 | 0.00% | 4,449 | -270 | -5.7% | -$1.96万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $32.22万 | 0.00% | 6,526 | -866 | -11.7% | -$4.28万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC 看跌期权 | $32.22万 | 0.00% | 3,900 | 300 | 8.3% | $2.48万 | 加仓 |
| DOO | BRP INC | $32.27万 | 0.00% | 5,289 | 1,241 | 30.7% | $7.57万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $32.30万 | 0.00% | 15,629 | 129 | 0.8% | $2,666 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.32万 | 0.00% | 10,712 | 10,712 | — | $32.32万 | 新建仓 |
| CHCO | CITY HLDG CO | $32.38万 | 0.00% | 2,441 | 726 | 42.3% | $9.63万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $32.39万 | 0.00% | 10,406 | -18,729 | -64.3% | -$58.30万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $32.43万 | 0.00% | 22,261 | 9,101 | 69.2% | $13.26万 | 重新持有 |
| CCBG | CAPITAL CITY BANK | $32.45万 | 0.00% | 6,566 | 0 | 0.0% | — | 不变 |
| EFNL | ISHARES TR | $32.56万 | 0.00% | 6,087 | 1,043 | 20.7% | $5.58万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $32.58万 | 0.00% | 21,404 | 7,244 | 51.2% | $11.03万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $32.66万 | 0.00% | 163,305 | 13,049 | 8.7% | $2.61万 | 加仓 |
| STBA | S & T BANCORP INC | $32.76万 | 0.00% | 6,675 | 228 | 3.5% | $1.12万 | 加仓 |
| — | GLOBAL X FDS | $32.87万 | 0.00% | 12,048 | 12,048 | — | $32.87万 | 新建仓 |
| CAG | CONAGRA BRANDS INC 看涨期权 | $32.98万 | 0.00% | 24,500 | 14,500 | 145.0% | $19.52万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $33.06万 | 0.00% | 10,931 | 3,908 | 55.6% | $11.82万 | 加仓 |
| — | EA SERIES TRUST | $33.07万 | 0.00% | 9,707 | -176 | -1.8% | -$5,996 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $33.07万 | 0.00% | 8,838 | 1,816 | 25.9% | $6.80万 | 加仓 |
| — | PALLADYNE AI CORP | $33.12万 | 0.00% | 54,477 | 31,562 | 137.7% | $19.19万 | 加仓 |
| — | LISTED FDS TR | $33.19万 | 0.00% | 4,649 | 4,649 | — | $33.19万 | 新建仓 |
| CAC | CAMDEN NATL CORP | $33.23万 | 0.00% | 6,128 | 6,128 | — | $33.23万 | 新建仓 |
| AZTA | AZENTA INC | $33.24万 | 0.00% | 13,027 | 770 | 6.3% | $1.97万 | 加仓 |
| ATHM | AUTOHOME INC | $33.25万 | 0.00% | 17,474 | -732 | -4.0% | -$1.39万 | 减仓 |
| TALV | 2023 ETF SERIES TRUST | $33.37万 | 0.00% | 12,130 | 12,130 | — | $33.37万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $33.46万 | 0.00% | 5,892 | -587 | -9.1% | -$3.33万 | 减仓 |
| — | TCW ETF TRUST | $33.47万 | 0.00% | 11,286 | -317 | -2.7% | -$9,402 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $33.55万 | 0.00% | 35,618 | -3,425 | -8.8% | -$3.23万 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC | $33.55万 | 0.00% | 6,219 | 6,219 | — | $33.55万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $33.61万 | 0.00% | 48,571 | 48,571 | — | $33.61万 | 新建仓 |
| CRTO | CRITEO S A | $33.64万 | 0.00% | 18,402 | 2,869 | 18.5% | $5.24万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $33.67万 | 0.00% | 164,252 | 12,425 | 8.2% | $2.55万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $33.71万 | 0.00% | 16,021 | 1,359 | 9.3% | $2.86万 | 加仓 |
| — | UNION BANKSHARES INC | $33.78万 | 0.00% | 13,924 | 51 | 0.4% | $1,237 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $33.78万 | 0.00% | 40,458 | 6,236 | 18.2% | $5.21万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $33.88万 | 0.00% | 12,122 | -401 | -3.2% | -$1.12万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR 看跌期权 | $33.88万 | 0.00% | 11,700 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $33.89万 | 0.00% | 1,036,314 | 1,001,133 | 2,845.7% | $32.74万 | 加仓 |
| SLM | SLM CORP | $33.89万 | 0.00% | 13,066 | 2,556 | 24.3% | $6.63万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC 看跌期权 | $33.90万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $33.91万 | 0.00% | 14,220 | 4,520 | 46.6% | $10.78万 | 加仓 |
| — | RESEARCH SOLUTIONS INC | $33.94万 | 0.00% | 146,307 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $33.95万 | 0.00% | 2,868 | -202 | -6.6% | -$2.39万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $33.97万 | 0.00% | 2,559 | 2,559 | — | $33.97万 | 新建仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $33.98万 | 0.00% | 22,592 | 11,750 | 108.4% | $17.67万 | 加仓 |
| PRME | PRIME MEDICINE INC | $34.01万 | 0.00% | 92,174 | 25,750 | 38.8% | $9.50万 | 加仓 |
| UIVM | VICTORY PORTFOLIOS II | $34.05万 | 0.00% | 4,737 | 603 | 14.6% | $4.33万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW 看跌期权 | $34.21万 | 0.00% | 2,600 | -1,000 | -27.8% | -$13.16万 | 减仓 |
| — | MCCORMICK & CO INC | $34.22万 | 0.00% | 6,777 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $34.23万 | 0.00% | 6,776 | 6,776 | — | $34.23万 | 新建仓 |
| ROOT | ROOT INC | $34.28万 | 0.00% | 6,130 | 6,130 | — | $34.28万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $34.30万 | 0.00% | 10,023 | 243 | 2.5% | $8,315 | 加仓 |
| TBN | TAMBORAN RES CORP | $34.34万 | 0.00% | 10,563 | 10,563 | — | $34.34万 | 新建仓 |
| RYZ | RYERSON HLDG CORP | $34.35万 | 0.00% | 13,958 | -1,013 | -6.8% | -$2.49万 | 减仓 |
| — | RBB FD INC | $34.35万 | 0.00% | 11,635 | 878 | 8.2% | $2.59万 | 加仓 |
| FDX | FEDEX CORP 看跌期权 | $34.44万 | 0.00% | 1,100 | 1,100 | — | $34.44万 | 新建仓 |
| — | ELEVRA LITHIUM LTD | $34.63万 | 0.00% | 5,082 | -44 | -0.9% | -$2,998 | 减仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $34.63万 | 0.00% | 19,816 | 680 | 3.6% | $1.19万 | 加仓 |
| BA | BOEING CO 看跌期权 | $34.64万 | 0.00% | 1,600 | -26,100 | -94.2% | -$564.99万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $34.72万 | 0.00% | 83,463 | 250 | 0.3% | $1,040 | 加仓 |
| LEN/B | LENNAR CORP | $34.78万 | 0.00% | 3,921 | 60 | 1.6% | $5,322 | 加仓 |
| CRWV | COREWEAVE INC 看涨期权 | $34.84万 | 0.00% | 3,500 | 300 | 9.4% | $2.99万 | 加仓 |
| — | EA SERIES TRUST | $34.93万 | 0.00% | 17,800 | -4,197 | -19.1% | -$8.24万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $34.98万 | 0.00% | 11,197 | 1,481 | 15.2% | $4.63万 | 加仓 |
| FPH | FIVE POINT HOLDINGS LLC | $35.03万 | 0.00% | 66,467 | -28,528 | -30.0% | -$15.03万 | 减仓 |
| CHEF | CHEFS WHSE INC | $35.04万 | 0.00% | 3,646 | -13,215 | -78.4% | -$127.00万 | 减仓 |
| — | VANECK ETF TRUST | $35.09万 | 0.00% | 5,623 | -6,430 | -53.3% | -$40.13万 | 重新持有 |
| NAK | NORTHERN DYNASTY MINERALS LT | $35.26万 | 0.00% | 183,656 | 30,718 | 20.1% | $5.90万 | 加仓 |
| — | SURF AIR MOBILITY INC | $35.37万 | 0.00% | 304,889 | -20,643 | -6.3% | -$2.39万 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $35.44万 | 0.00% | 4,650 | 4,650 | — | $35.44万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $35.46万 | 0.00% | 8,254 | -251 | -3.0% | -$1.08万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $35.47万 | 0.00% | 18,273 | -1,526 | -7.7% | -$2.96万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $35.54万 | 0.00% | 18,883 | -1,710 | -8.3% | -$3.22万 | 减仓 |
| — | DBX ETF TR | $35.56万 | 0.00% | 8,537 | 2,728 | 47.0% | $11.36万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.58万 | 0.00% | 14,037 | 654 | 4.9% | $1.66万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $35.65万 | 0.00% | 32,732 | 3,004 | 10.1% | $3.27万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $35.67万 | 0.00% | 13,868 | 1,594 | 13.0% | $4.10万 | 加仓 |