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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCHANGE TRADED FD T | $56.91万 | 0.00% | 16,123 | -6,713 | -29.4% | -$23.70万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $57.00万 | 0.00% | 42,126 | -2,440 | -5.5% | -$3.30万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $57.01万 | 0.00% | 12,480 | 1,152 | 10.2% | $5.26万 | 加仓 |
| KOKU | DBX ETF TR | $57.09万 | 0.00% | 4,423 | 4,423 | — | $57.09万 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $57.27万 | 0.00% | 14,481 | 530 | 3.8% | $2.10万 | 加仓 |
| FWRD | FORWARD AIR CORP | $57.40万 | 0.00% | 42,485 | 170 | 0.4% | $2,297 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $57.42万 | 0.00% | 23,589 | 23,589 | — | $57.42万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN 看涨期权 | $57.52万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $57.55万 | 0.00% | 18,410 | 6,410 | 53.4% | $20.04万 | 重新持有 |
| NCNO | NCINO INC | $57.60万 | 0.00% | 35,231 | -1,003 | -2.8% | -$1.64万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $57.63万 | 0.00% | 45,629 | -3,160 | -6.5% | -$3.99万 | 减仓 |
| — | EUROSEAS LTD | $57.75万 | 0.00% | 8,701 | -158 | -1.8% | -$1.05万 | 减仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $57.85万 | 0.00% | 7,000 | -3,300 | -32.0% | -$27.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.94万 | 0.00% | 14,822 | -299 | -2.0% | -$1.17万 | 减仓 |
| WEN | WENDYS CO 看涨期权 | $58.03万 | 0.00% | 70,000 | 70,000 | — | $58.03万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $58.06万 | 0.00% | 21,144 | 21,144 | — | $58.06万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC 看跌期权 | $58.11万 | 0.00% | 30,000 | 30,000 | — | $58.11万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $58.11万 | 0.00% | 14,273 | -1,000 | -6.5% | -$4.07万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $58.13万 | 0.00% | 13,883 | -2,665 | -16.1% | -$11.16万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $58.18万 | 0.00% | 21,848 | 1,284 | 6.2% | $3.42万 | 加仓 |
| PEP | PEPSICO INC 看跌期权 | $58.22万 | 0.00% | 4,300 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $58.32万 | 0.00% | 9,033 | -401 | -4.3% | -$2.59万 | 减仓 |
| — | RBB FD INC | $58.33万 | 0.00% | 18,357 | 1,571 | 9.4% | $4.99万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $58.39万 | 0.00% | 58,394 | 29,823 | 104.4% | $29.82万 | 加仓 |
| — | SERVICE PPTYS TR | $58.43万 | 0.00% | 345,733 | 1,053 | 0.3% | $1,780 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $58.49万 | 0.00% | 38,890 | -3,640 | -8.6% | -$5.47万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $58.49万 | 0.00% | 16,799 | 622 | 3.8% | $2.17万 | 加仓 |
| WPP | WPP PLC NEW | $58.50万 | 0.00% | 37,768 | -6,455 | -14.6% | -$10.00万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $58.50万 | 0.00% | 23,245 | 10,728 | 85.7% | $27.00万 | 加仓 |
| — | ISHARES TR | $58.51万 | 0.00% | 22,257 | 4,918 | 28.4% | $12.93万 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $58.55万 | 0.00% | 8,947 | 235 | 2.7% | $1.54万 | 加仓 |
| KSS | KOHLS CORP | $58.70万 | 0.00% | 33,127 | 1,753 | 5.6% | $3.11万 | 加仓 |
| — | NEW ENGLAND RLTY ASSOC LTD P | $58.85万 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.92万 | 0.00% | 14,738 | -778 | -5.0% | -$3.11万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $59.05万 | 0.00% | 15,955 | 841 | 5.6% | $3.11万 | 加仓 |
| TIPT | TIPTREE INC | $59.05万 | 0.00% | 32,953 | 16,723 | 103.0% | $29.97万 | 加仓 |
| QNT | QUANTINUUM INC | $59.11万 | 0.00% | 7,231 | 7,231 | — | $59.11万 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $59.12万 | 0.00% | 29,211 | 6,870 | 30.8% | $13.90万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $59.13万 | 0.00% | 11,362 | -13,922 | -55.1% | -$72.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.23万 | 0.00% | 18,680 | 2,513 | 15.5% | $7.97万 | 加仓 |
| HAFN | HAFNIA LTD | $59.24万 | 0.00% | 89,217 | -6,000 | -6.3% | -$3.98万 | 减仓 |
| PLGO | PELAGOS INS CAP LTD | $59.28万 | 0.00% | 24,345 | -1,450 | -5.6% | -$3.53万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $59.44万 | 0.00% | 19,317 | 55 | 0.3% | $1,692 | 加仓 |
| DMC | DEL MONTE CORP | $59.47万 | 0.00% | 21,308 | -2,888 | -11.9% | -$8.06万 | 减仓 |
| — | FLEXSHARES TR | $59.50万 | 0.00% | 14,190 | -264 | -1.8% | -$1.11万 | 减仓 |
| — | PACER FDS TR | $59.58万 | 0.00% | 14,955 | -368 | -2.4% | -$1.47万 | 减仓 |
| — | VANECK ETF TRUST | $59.70万 | 0.00% | 8,681 | 8,681 | — | $59.70万 | 新建仓 |
| — | FLEXSHARES TR | $59.79万 | 0.00% | 28,995 | -1,662 | -5.4% | -$3.43万 | 减仓 |
| — | CALAMOS ETF TR | $60.00万 | 0.00% | 20,506 | 4,700 | 29.7% | $13.75万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $60.09万 | 0.00% | 8,362 | 1,792 | 27.3% | $12.88万 | 加仓 |
| MLAB | MESA LABS INC | $60.17万 | 0.00% | 6,044 | 1,491 | 32.7% | $14.84万 | 加仓 |
| SPYV | SPDR SERIES TRUST 看跌期权 | $60.18万 | 0.00% | 9,900 | -400 | -3.9% | -$2.43万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $60.27万 | 0.00% | 11,819 | -1,424 | -10.8% | -$7.26万 | 减仓 |
| VVX | V2X INC | $60.27万 | 0.00% | 8,084 | 1,204 | 17.5% | $8.98万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $60.32万 | 0.00% | 22,693 | -25,703 | -53.1% | -$68.32万 | 减仓 |
| CROX | CROCS INC 看跌期权 | $60.32万 | 0.00% | 5,000 | -1,000 | -16.7% | -$12.06万 | 减仓 |
| EVER | EVERQUOTE INC | $60.43万 | 0.00% | 25,400 | 15,258 | 150.4% | $36.30万 | 加仓 |
| — | HANCOCK JOHN INCOME SECS TR | $60.51万 | 0.00% | 54,880 | 5,722 | 11.6% | $6.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $60.59万 | 0.00% | 15,405 | -855 | -5.3% | -$3.36万 | 减仓 |
| — | ADVISORSHARES TR | $60.74万 | 0.00% | 11,878 | 25 | 0.2% | $1,279 | 加仓 |
| MRX | MAREX GROUP PLC | $60.82万 | 0.00% | 9,979 | 9,979 | — | $60.82万 | 新建仓 |
| QCRH | QCR HLDGS INC | $60.89万 | 0.00% | 6,255 | 572 | 10.1% | $5.57万 | 加仓 |
| RUN | SUNRUN INC | $60.92万 | 0.00% | 45,529 | 60 | 0.1% | $803 | 加仓 |
| — | GLOBAL X FDS | $60.95万 | 0.00% | 28,535 | -2,351 | -7.6% | -$5.02万 | 减仓 |
| — | CROWN CRAFTS INC | $61.09万 | 0.00% | 215,096 | 0 | 0.0% | — | 不变 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $61.23万 | 0.00% | 28,308 | 28,308 | — | $61.23万 | 新建仓 |
| QGEN | QIAGEN NV | $61.31万 | 0.00% | 15,680 | -1,287 | -7.6% | -$5.03万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $61.31万 | 0.00% | 52,629 | -48,608 | -48.0% | -$56.63万 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $61.47万 | 0.00% | 33,015 | -5 | -0.0% | -$93 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $61.56万 | 0.00% | 15,404 | 8,698 | 129.7% | $34.76万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $61.61万 | 0.00% | 21,834 | -841 | -3.7% | -$2.37万 | 减仓 |
| AVNT | AVIENT CORPORATION | $61.71万 | 0.00% | 16,696 | -721 | -4.1% | -$2.66万 | 减仓 |
| OMCL | OMNICELL COM | $61.83万 | 0.00% | 14,892 | -303 | -2.0% | -$1.26万 | 减仓 |
| ABLD | ABACUS FCF ETF TR | $61.95万 | 0.00% | 20,586 | 2,140 | 11.6% | $6.44万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $61.96万 | 0.00% | 18,914 | 621 | 3.4% | $2.03万 | 加仓 |
| — | ATAIBECKLEY INC | $62.02万 | 0.00% | 117,676 | 94,711 | 412.4% | $49.91万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $62.04万 | 0.00% | 58,202 | -17,323 | -22.9% | -$18.47万 | 减仓 |
| VIDI | ETF SER SOLUTIONS | $62.07万 | 0.00% | 15,911 | 1,065 | 7.2% | $4.15万 | 加仓 |
| VEEV | VEEVA SYS INC 看涨期权 | $62.11万 | 0.00% | 3,500 | 1,000 | 40.0% | $17.75万 | 加仓 |
| — | NUSHARES ETF TR | $62.13万 | 0.00% | 19,212 | 590 | 3.2% | $1.91万 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $62.20万 | 0.00% | 90,934 | -5,445 | -5.6% | -$3.72万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $62.31万 | 0.00% | 25,167 | 14,173 | 128.9% | $35.09万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $62.36万 | 0.00% | 25,812 | 9,052 | 54.0% | $21.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $62.67万 | 0.00% | 20,371 | 6,929 | 51.5% | $21.32万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $62.74万 | 0.00% | 68,647 | -341 | -0.5% | -$3,117 | 减仓 |
| INTC | INTEL CORP 看跌期权 | $62.83万 | 0.00% | 4,500 | 4,500 | — | $62.83万 | 新建仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $62.86万 | 0.00% | 16,857 | -5,569 | -24.8% | -$20.77万 | 减仓 |
| ANDE | ANDERSONS INC | $62.88万 | 0.00% | 9,192 | 439 | 5.0% | $3.00万 | 加仓 |
| JEMB | JANUS DETROIT STR TR | $62.97万 | 0.00% | 11,703 | 3,264 | 38.7% | $17.56万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $63.12万 | 0.00% | 9,195 | -6,821 | -42.6% | -$46.83万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $63.17万 | 0.00% | 40,780 | 600 | 1.5% | $9,294 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $63.30万 | 0.00% | 15,777 | 15,777 | — | $63.30万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $63.31万 | 0.00% | 7,345 | -22,300 | -75.2% | -$192.22万 | 减仓 |
| — | PGIM ETF TR | $63.43万 | 0.00% | 5,467 | 1,843 | 50.9% | $21.38万 | 加仓 |
| — | ETF SER SOLUTIONS | $63.47万 | 0.00% | 14,976 | 630 | 4.4% | $2.67万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $63.49万 | 0.00% | 84,883 | -314,711 | -78.8% | -$235.40万 | 减仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $63.53万 | 0.00% | 17,563 | 568 | 3.3% | $2.05万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $63.57万 | 0.00% | 9,256 | -5,871 | -38.8% | -$40.32万 | 减仓 |
| — | ISHARES TR | $63.59万 | 0.00% | 24,649 | 9,846 | 66.5% | $25.40万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $63.59万 | 0.00% | 25,509 | -5,977 | -19.0% | -$14.90万 | 减仓 |