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 |
|---|---|---|---|---|---|---|---|---|
| FRMI | FERMI INC | $46.35万 | 0.00% | 79,362 | 32,167 | 68.2% | $18.79万 | 加仓 |
| OSPN | ONESPAN INC | $46.42万 | 0.00% | 44,079 | -5,946 | -11.9% | -$6.26万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $46.43万 | 0.00% | 9,095 | 780 | 9.4% | $3.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $46.46万 | 0.00% | 17,450 | -1,000 | -5.4% | -$2.66万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW 看跌期权 | $46.48万 | 0.00% | 55,000 | 55,000 | — | $46.48万 | 新建仓 |
| — | TIDAL TRUST III | $46.48万 | 0.00% | 11,743 | -11,256 | -48.9% | -$44.55万 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $46.57万 | 0.00% | 42,883 | -1,100 | -2.5% | -$1.19万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $46.59万 | 0.00% | 52,000 | 13,250 | 34.2% | $11.87万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $46.63万 | 0.00% | 40,829 | -55,253 | -57.5% | -$63.10万 | 减仓 |
| — | SERVICE PPTYS TR | $46.70万 | 0.00% | 344,680 | -2,220 | -0.6% | -$3,008 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $46.71万 | 0.00% | 28,642 | 14,009 | 95.7% | $22.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $46.73万 | 0.00% | 15,639 | -1,495 | -8.7% | -$4.47万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $46.80万 | 0.00% | 19,541 | 412 | 2.2% | $9,867 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $46.86万 | 0.00% | 197,742 | 153,242 | 344.4% | $36.32万 | 加仓 |
| RAL | RALLIANT CORP | $46.88万 | 0.00% | 11,271 | -1,110 | -9.0% | -$4.62万 | 减仓 |
| TNET | TRINET GROUP INC | $46.88万 | 0.00% | 12,869 | 1,367 | 11.9% | $4.98万 | 加仓 |
| — | RBB FD INC | $46.89万 | 0.00% | 16,786 | -167 | -1.0% | -$4,665 | 减仓 |
| — | PROSHARES TR | $46.92万 | 0.00% | 24,440 | 24,440 | — | $46.92万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $46.94万 | 0.00% | 26,384 | -19,881 | -43.0% | -$35.37万 | 减仓 |
| BOX | BOX INC | $46.97万 | 0.00% | 19,868 | -1,113 | -5.3% | -$2.63万 | 减仓 |
| — | WISDOMTREE TR | $47.00万 | 0.00% | 5,674 | 243 | 4.5% | $2.01万 | 加仓 |
| ELMD | ELECTROMED INC | $47.02万 | 0.00% | 20,086 | -2,475 | -11.0% | -$5.79万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $47.07万 | 0.00% | 14,230 | -1,316 | -8.5% | -$4.35万 | 减仓 |
| — | BNY MELLON ETF TRUST | $47.10万 | 0.00% | 5,945 | -16,330 | -73.3% | -$129.39万 | 减仓 |
| VVX | V2X INC | $47.13万 | 0.00% | 6,880 | -4,079 | -37.2% | -$27.94万 | 减仓 |
| TIMB | TIM S A | $47.28万 | 0.00% | 17,848 | 5,986 | 50.5% | $15.86万 | 重新持有 |
| ROKU | ROKU INC 看跌期权 | $47.31万 | 0.00% | 5,000 | 0 | 0.0% | — | 重新持有 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $47.39万 | 0.00% | 6,495 | 850 | 15.1% | $6.20万 | 加仓 |
| KRT | KARAT PACKAGING INC | $47.40万 | 0.00% | 16,978 | 5,098 | 42.9% | $14.23万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $47.51万 | 0.00% | 19,705 | -2,988 | -13.2% | -$7.20万 | 减仓 |
| AXGN | AXOGEN INC | $47.66万 | 0.00% | 14,386 | -340 | -2.3% | -$1.13万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $47.66万 | 0.00% | 56,141 | 1,281 | 2.3% | $1.09万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $47.67万 | 0.00% | 3,800 | -800 | -17.4% | -$10.04万 | 减仓 |
| BBD | BANCO BRADESCO S A | $47.71万 | 0.00% | 130,725 | -314,640 | -70.6% | -$114.84万 | 减仓 |
| — | WISDOMTREE TR | $47.75万 | 0.00% | 4,719 | -6,431 | -57.7% | -$65.07万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $47.76万 | 0.00% | 3,485 | -1,243 | -26.3% | -$17.04万 | 减仓 |
| CIB | GRUPO CIBEST SA | $47.80万 | 0.00% | 6,565 | 468 | 7.7% | $3.41万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $48.03万 | 0.00% | 16,411 | 16,411 | — | $48.03万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $48.09万 | 0.00% | 13,322 | -6,524 | -32.9% | -$23.55万 | 减仓 |
| WIX | WIX COM LTD | $48.19万 | 0.00% | 5,350 | -5,473 | -50.6% | -$49.30万 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $48.19万 | 0.00% | 13,469 | 2,411 | 21.8% | $8.63万 | 加仓 |
| PRG | PROG HOLDINGS INC | $48.20万 | 0.00% | 16,799 | -188 | -1.1% | -$5,394 | 减仓 |
| — | STELLAR BANCORP INC | $48.25万 | 0.00% | 13,180 | 0 | 0.0% | — | 不变 |
| UNIY | WISDOMTREE TR | $48.29万 | 0.00% | 9,969 | 893 | 9.8% | $4.33万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $48.36万 | 0.00% | 45,534 | -19,284 | -29.8% | -$20.48万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $48.45万 | 0.00% | 3,887 | 439 | 12.7% | $5.47万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $48.48万 | 0.00% | 18,293 | 1,468 | 8.7% | $3.89万 | 加仓 |
| QCRH | QCR HLDGS INC | $48.56万 | 0.00% | 5,683 | 475 | 9.1% | $4.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.62万 | 0.00% | 18,918 | -1,047 | -5.2% | -$2.69万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $48.63万 | 0.00% | 61,791 | 2,585 | 4.4% | $2.03万 | 加仓 |
| — | KNOT OFFSHORE PARTNERS LP | $48.68万 | 0.00% | 48,294 | 37,059 | 329.9% | $37.36万 | 重新持有 |
| FIZZ | NATIONAL BEVERAGE CORP | $48.73万 | 0.00% | 14,483 | -264 | -1.8% | -$8,884 | 减仓 |
| UMH | UMH PPTYS INC | $48.79万 | 0.00% | 33,812 | 7,073 | 26.5% | $10.21万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $48.90万 | 0.00% | 16,453 | -6,600 | -28.6% | -$19.62万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC 看跌期权 | $48.91万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW 看跌期权 | $48.99万 | 0.00% | 3,600 | 3,600 | — | $48.99万 | 新建仓 |
| — | IMPAX FUNDS SERIES TRUST I | $49.00万 | 0.00% | 19,107 | 19,107 | — | $49.00万 | 新建仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $49.09万 | 0.00% | 13,336 | 13,336 | — | $49.09万 | 新建仓 |
| — | EL PASO ENERGY CAP TR I | $49.13万 | 0.00% | 9,680 | -1,610 | -14.3% | -$8.17万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看跌期权 | $49.13万 | 0.00% | 8,100 | -6,100 | -43.0% | -$37.00万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM 看跌期权 | $49.17万 | 0.00% | 25,000 | 25,000 | — | $49.17万 | 新建仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $49.29万 | 0.00% | 25,795 | 1,300 | 5.3% | $2.48万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $49.38万 | 0.00% | 22,860 | -1,351 | -5.6% | -$2.92万 | 减仓 |
| EWM | ISHARES INC | $49.46万 | 0.00% | 17,408 | 4,339 | 33.2% | $12.33万 | 加仓 |
| CAT | CATERPILLAR INC 看涨期权 | $49.59万 | 0.00% | 700 | -200 | -22.2% | -$14.17万 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $49.70万 | 0.00% | 12,465 | -110 | -0.9% | -$4,386 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $49.74万 | 0.00% | 16,646 | -985 | -5.6% | -$2.94万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $49.74万 | 0.00% | 26,901 | 1,500 | 5.9% | $2.77万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $49.78万 | 0.00% | 8,512 | 1,817 | 27.1% | $10.63万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $49.80万 | 0.00% | 16,019 | -1,228 | -7.1% | -$3.82万 | 减仓 |
| CROX | CROCS INC 看跌期权 | $49.81万 | 0.00% | 6,000 | 1,000 | 20.0% | $8.30万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $49.81万 | 0.00% | 19,262 | 183 | 1.0% | $4,732 | 加仓 |
| SG | SWEETGREEN INC | $49.83万 | 0.00% | 96,020 | 8,786 | 10.1% | $4.56万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $49.92万 | 0.00% | 91,589 | 6,243 | 7.3% | $3.40万 | 加仓 |
| RGR | STURM RUGER & CO INC | $49.97万 | 0.00% | 12,464 | -1,787 | -12.5% | -$7.16万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $49.99万 | 0.00% | 18,659 | 8,054 | 75.9% | $21.58万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP 看跌期权 | $50.05万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $50.05万 | 0.00% | 12,238 | -16,724 | -57.7% | -$68.40万 | 减仓 |
| — | ALTSHARES TRUST | $50.25万 | 0.00% | 17,139 | -2,565 | -13.0% | -$7.52万 | 减仓 |
| EDGU | ADVISORS INNER CIRCLE FD II | $50.30万 | 0.00% | 18,102 | -3,301 | -15.4% | -$9.17万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $50.42万 | 0.00% | 13,549 | 1,615 | 13.5% | $6.01万 | 加仓 |
| WRD | WERIDE INC | $50.48万 | 0.00% | 62,392 | -21,585 | -25.7% | -$17.46万 | 减仓 |
| — | SSGA ACTIVE TR | $50.52万 | 0.00% | 11,871 | -814 | -6.4% | -$3.46万 | 减仓 |
| MSSS | NORTHERN LTS FD TR IV | $50.56万 | 0.00% | 16,912 | 16,912 | — | $50.56万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $50.57万 | 0.00% | 28,033 | -9,763 | -25.8% | -$17.61万 | 减仓 |
| — | NUSHARES ETF TR | $50.61万 | 0.00% | 18,622 | 164 | 0.9% | $4,457 | 加仓 |
| OMCL | OMNICELL COM | $50.72万 | 0.00% | 15,195 | -7,261 | -32.3% | -$24.24万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $50.78万 | 0.00% | 33,100 | -22,876 | -40.9% | -$35.09万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $50.80万 | 0.00% | 5,693 | 2,865 | 101.3% | $25.56万 | 重新持有 |
| — | ADVISORSHARES TR | $50.87万 | 0.00% | 11,853 | -5,148 | -30.3% | -$22.09万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $50.95万 | 0.00% | 13,849 | 423 | 3.2% | $1.56万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $50.98万 | 0.00% | 29,147 | -5,304 | -15.4% | -$9.28万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $51.01万 | 0.00% | 41,777 | 41,777 | — | $51.01万 | 新建仓 |
| C | CITIGROUP INC 看涨期权 | $51.03万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $51.09万 | 0.00% | 19,461 | -10,969 | -36.0% | -$28.79万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $51.16万 | 0.00% | 29,069 | -59,592 | -67.2% | -$104.88万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $51.57万 | 0.00% | 14,010 | 1,909 | 15.8% | $7.03万 | 加仓 |
| — | WHITEHORSE FIN INC | $51.63万 | 0.00% | 69,765 | 121 | 0.2% | $895 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $51.68万 | 0.00% | 22,675 | 0 | 0.0% | — | 不变 |
| GPRK | GEOPARK LTD | $51.69万 | 0.00% | 54,415 | 2,665 | 5.1% | $2.53万 | 加仓 |