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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY 看跌期权 | $32.91万 | 0.00% | 2,000 | -1,000 | -33.3% | -$16.46万 | 减仓 |
| MLPB | UBS AG LONDON BRANCH | $32.95万 | 0.00% | 11,350 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $32.99万 | 0.00% | 15,368 | -21,528 | -58.3% | -$46.21万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $32.99万 | 0.00% | 8,580 | -2,462 | -22.3% | -$9.47万 | 减仓 |
| — | RESEARCH SOLUTIONS INC | $33.07万 | 0.00% | 146,307 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $33.29万 | 0.00% | 18,364 | 3,114 | 20.4% | $5.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.44万 | 0.00% | 12,813 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC 看跌期权 | $33.45万 | 0.00% | 2,400 | 2,400 | — | $33.45万 | 新建仓 |
| — | ALLSPRING UTILITIES AND HIGH | $33.45万 | 0.00% | 27,645 | 1,606 | 6.2% | $1.94万 | 加仓 |
| GPRE | GREEN PLAINS INC | $33.50万 | 0.00% | 20,366 | -29,450 | -59.1% | -$48.45万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $33.54万 | 0.00% | 12,457 | -1,964 | -13.6% | -$5.29万 | 减仓 |
| — | EA SERIES TRUST | $33.56万 | 0.00% | 9,883 | 1,188 | 13.7% | $4.03万 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $33.62万 | 0.00% | 67,379 | -881 | -1.3% | -$4,396 | 减仓 |
| — | GENELUX CORPORATION | $33.65万 | 0.00% | 139,041 | 4,684 | 3.5% | $1.13万 | 加仓 |
| RYZ | RYERSON HLDG CORP | $33.65万 | 0.00% | 14,971 | 2,638 | 21.4% | $5.93万 | 加仓 |
| — | LEGACY ED INC | $33.66万 | 0.00% | 26,882 | 26,882 | — | $33.66万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $33.67万 | 0.00% | 8,505 | -221 | -2.5% | -$8,748 | 减仓 |
| — | UNION BANKSHARES INC | $33.74万 | 0.00% | 13,873 | -16,257 | -54.0% | -$39.54万 | 减仓 |
| UAE | ISHARES TR | $33.80万 | 0.00% | 18,123 | -176,659 | -90.7% | -$329.47万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $33.88万 | 0.00% | 4,661 | 4,661 | — | $33.88万 | 新建仓 |
| ALLT | ALLOT LTD | $33.97万 | 0.00% | 51,008 | 921 | 1.8% | $6,134 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $33.99万 | 0.00% | 11,119 | -520 | -4.5% | -$1.59万 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $34.07万 | 0.00% | 5,000 | -25,500 | -83.6% | -$173.76万 | 重新持有 |
| BAC | BANK AMERICA CORP 看涨期权 | $34.12万 | 0.00% | 7,000 | 7,000 | — | $34.12万 | 新建仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $34.13万 | 0.00% | 12,561 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $34.14万 | 0.00% | 6,777 | 0 | 0.0% | — | 不变 |
| MITK | MITEK SYS INC | $34.18万 | 0.00% | 25,320 | 3,345 | 15.2% | $4.52万 | 加仓 |
| AIOT | POWERFLEET INC | $34.24万 | 0.00% | 111,158 | 24,542 | 28.3% | $7.56万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $34.40万 | 0.00% | 15,818 | -1,153 | -6.8% | -$2.51万 | 减仓 |
| ALMU | AELUMA INC | $34.42万 | 0.00% | 26,294 | 830 | 3.3% | $1.09万 | 加仓 |
| — | TCW ETF TRUST | $34.42万 | 0.00% | 11,603 | 1,095 | 10.4% | $3.25万 | 加仓 |
| IGV | ISHARES TR 看跌期权 | $34.42万 | 0.00% | 4,300 | 0 | 0.0% | — | 不变 |
| PBFR | PGIM ROCK ETF TR | $34.46万 | 0.00% | 11,884 | 11,884 | — | $34.46万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC 看跌期权 | $34.50万 | 0.00% | 5,900 | -10,900 | -64.9% | -$63.73万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $34.52万 | 0.00% | 10,178 | -3,045 | -23.0% | -$10.33万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $34.53万 | 0.00% | 83,213 | -19,175 | -18.7% | -$7.96万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.55万 | 0.00% | 14,400 | 2,771 | 23.8% | $6.65万 | 加仓 |
| TBBK | BANCORP INC DEL | $34.55万 | 0.00% | 6,431 | -1,154 | -15.2% | -$6.20万 | 减仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $34.69万 | 0.00% | 19,136 | 7,572 | 65.5% | $13.73万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $34.73万 | 0.00% | 11,310 | 11,310 | — | $34.73万 | 新建仓 |
| SAIL | SAILPOINT INC | $34.86万 | 0.00% | 26,333 | -13,287 | -33.5% | -$17.59万 | 减仓 |
| SGU | STAR GROUP LP | $34.94万 | 0.00% | 28,451 | 11,282 | 65.7% | $13.85万 | 加仓 |
| TALO | TALOS ENERGY INC | $35.03万 | 0.00% | 22,225 | 22,225 | — | $35.03万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $35.03万 | 0.00% | 96,766 | -20,107 | -17.2% | -$7.28万 | 减仓 |
| OI | O-I GLASS INC | $35.16万 | 0.00% | 33,454 | 832 | 2.6% | $8,744 | 加仓 |
| — | GLOBAL X FDS | $35.21万 | 0.00% | 13,154 | -641 | -4.6% | -$1.72万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $35.25万 | 0.00% | 60,154 | -20,133 | -25.1% | -$11.80万 | 减仓 |
| — | PGIM ETF TR | $35.29万 | 0.00% | 3,624 | -1,175 | -24.5% | -$11.44万 | 减仓 |
| GROY | GOLD ROYALTY CORP | $35.29万 | 0.00% | 98,578 | -10,277 | -9.4% | -$3.68万 | 减仓 |
| — | ISHARES TR | $35.30万 | 0.00% | 13,444 | 3,804 | 39.5% | $9.99万 | 加仓 |
| LCID | LUCID GROUP INC | $35.42万 | 0.00% | 37,163 | 5,440 | 17.1% | $5.18万 | 加仓 |
| TRIP | TRIPADVISOR INC | $35.48万 | 0.00% | 33,283 | 13,479 | 68.1% | $14.37万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.50万 | 0.00% | 9,827 | 500 | 5.4% | $1.81万 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $35.54万 | 0.00% | 8,746 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION 看跌期权 | $35.55万 | 0.00% | 2,500 | 2,500 | — | $35.55万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $35.62万 | 0.00% | 5,316 | -1,043 | -16.4% | -$6.99万 | 减仓 |
| VMD | VIEMED HEALTHCARE INC | $35.63万 | 0.00% | 38,690 | -36,500 | -48.5% | -$33.62万 | 减仓 |
| PHIN | PHINIA INC | $35.66万 | 0.00% | 5,211 | 250 | 5.0% | $1.71万 | 加仓 |
| HNGE | HINGE HEALTH INC | $35.73万 | 0.00% | 9,267 | 1,959 | 26.8% | $7.55万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.82万 | 0.00% | 10,912 | 10,912 | — | $35.82万 | 新建仓 |
| — | VOYA ASIA PAC HIGH DIV EQT I | $35.84万 | 0.00% | 48,633 | 1,010 | 2.1% | $7,444 | 加仓 |
| IOSP | INNOSPEC INC | $35.85万 | 0.00% | 4,910 | -167 | -3.3% | -$1.22万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.88万 | 0.00% | 12,523 | 598 | 5.0% | $1.71万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $35.99万 | 0.00% | 9,825 | 5 | 0.1% | $183 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.01万 | 0.00% | 13,983 | -7,863 | -36.0% | -$20.25万 | 减仓 |
| AMBA | AMBARELLA INC | $36.02万 | 0.00% | 6,998 | -7,243 | -50.9% | -$37.28万 | 减仓 |
| MNDY | MONDAY COM LTD | $36.12万 | 0.00% | 5,227 | -3,083 | -37.1% | -$21.30万 | 减仓 |
| EIDO | ISHARES TR | $36.16万 | 0.00% | 22,900 | -44,605 | -66.1% | -$70.43万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.20万 | 0.00% | 9,713 | -358 | -3.6% | -$1.33万 | 减仓 |
| SBET | SHARPLINK INC | $36.32万 | 0.00% | 56,312 | 16,398 | 41.1% | $10.58万 | 加仓 |
| — | RF INDS LTD | $36.36万 | 0.00% | 35,264 | 35,264 | — | $36.36万 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $36.41万 | 0.00% | 7,197 | -2,928 | -28.9% | -$14.81万 | 减仓 |
| TLT | ISHARES TR 看涨期权 | $36.41万 | 0.00% | 4,200 | 100 | 2.4% | $8,669 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.41万 | 0.00% | 13,173 | 1,086 | 9.0% | $3.00万 | 加仓 |
| — | ISHARES TR | $36.44万 | 0.00% | 13,884 | 98 | 0.7% | $2,572 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $36.46万 | 0.00% | 1,500 | 1,500 | — | $36.46万 | 新建仓 |
| LDRX | RBB FD INC | $36.51万 | 0.00% | 11,908 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $36.55万 | 0.00% | 7,179 | -1,249 | -14.8% | -$6.36万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $36.61万 | 0.00% | 7,392 | -3,414 | -31.6% | -$16.91万 | 减仓 |
| EZA | ISHARES INC | $36.63万 | 0.00% | 5,402 | -707 | -11.6% | -$4.79万 | 减仓 |
| IDT | IDT CORP | $36.68万 | 0.00% | 7,471 | 7,471 | — | $36.68万 | 新建仓 |
| — | NUVEEN SELECT MAT MUN FD | $36.90万 | 0.00% | 39,043 | 5,628 | 16.8% | $5.32万 | 加仓 |
| — | RBB FD INC | $36.96万 | 0.00% | 18,332 | -594 | -3.1% | -$1.20万 | 减仓 |
| PGNY | PROGYNY INC | $37.08万 | 0.00% | 21,839 | -1,492 | -6.4% | -$2.53万 | 减仓 |
| — | VANECK ETF TRUST | $37.11万 | 0.00% | 14,413 | -6,334 | -30.5% | -$16.31万 | 减仓 |
| — | NANO DIMENSION LTD | $37.12万 | 0.00% | 218,382 | -81,924 | -27.3% | -$13.93万 | 减仓 |
| DBX | DROPBOX INC | $37.16万 | 0.00% | 16,357 | -30,975 | -65.4% | -$70.38万 | 减仓 |
| MTUS | METALLUS INC | $37.19万 | 0.00% | 22,759 | -479 | -2.1% | -$7,827 | 减仓 |
| GPZ | VANECK ETF TRUST | $37.21万 | 0.00% | 17,329 | 3,686 | 27.0% | $7.92万 | 加仓 |
| RR | RICHTECH ROBOTICS INC | $37.23万 | 0.00% | 178,137 | -35,143 | -16.5% | -$7.34万 | 减仓 |
| — | ISHARES INC | $37.23万 | 0.00% | 9,155 | 3,468 | 61.0% | $14.10万 | 加仓 |
| — | ISHARES TR | $37.24万 | 0.00% | 13,223 | -1,800 | -12.0% | -$5.07万 | 减仓 |
| BH | BIGLARI HLDGS INC | $37.24万 | 0.00% | 1,130 | -922 | -44.9% | -$30.39万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $37.25万 | 0.00% | 9,207 | 9,207 | — | $37.25万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $37.25万 | 0.00% | 68,988 | -10,454 | -13.2% | -$5.65万 | 减仓 |
| — | PROSHARES TR | $37.30万 | 0.00% | 10,959 | 10,959 | — | $37.30万 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP | $37.33万 | 0.00% | 22,681 | -3,332 | -12.8% | -$5.48万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $37.38万 | 0.00% | 20,593 | 4,987 | 32.0% | $9.05万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $37.40万 | 0.00% | 8,068 | 71 | 0.9% | $3,292 | 加仓 |
| — | SURF AIR MOBILITY INC | $37.44万 | 0.00% | 325,532 | 43,984 | 15.6% | $5.06万 | 加仓 |