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 |
|---|---|---|---|---|---|---|---|---|
| CLPT | CLEARPOINT NEURO INC | $58.41万 | 0.00% | 64,191 | 6,984 | 12.2% | $6.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.55万 | 0.00% | 16,260 | -16,812 | -50.8% | -$60.54万 | 减仓 |
| MSB | MESABI TR | $58.78万 | 0.00% | 18,662 | -5,243 | -21.9% | -$16.52万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $58.98万 | 0.00% | 96,379 | -6,881 | -6.7% | -$4.21万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.99万 | 0.00% | 15,516 | -1,851 | -10.7% | -$7.04万 | 减仓 |
| BANF | BANCFIRST CORP | $59.10万 | 0.00% | 5,447 | -393 | -6.7% | -$4.26万 | 减仓 |
| — | INVESCO DB US DLR INDEX TR | $59.19万 | 0.00% | 32,885 | 22,580 | 219.1% | $40.64万 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $59.22万 | 0.00% | 38,907 | 12,344 | 46.5% | $18.79万 | 加仓 |
| — | EUROSEAS LTD | $59.23万 | 0.00% | 8,859 | -1,523 | -14.7% | -$10.18万 | 减仓 |
| ATRC | ATRICURE INC | $59.30万 | 0.00% | 20,785 | -122 | -0.6% | -$3,481 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $59.33万 | 0.00% | 48,789 | 8,050 | 19.8% | $9.79万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $59.34万 | 0.00% | 33,020 | 33,020 | — | $59.34万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $59.36万 | 0.00% | 75,525 | -18,060 | -19.3% | -$14.20万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $59.36万 | 0.00% | 11,509 | -2,483 | -17.7% | -$12.81万 | 减仓 |
| RBLX | ROBLOX CORP 看跌期权 | $59.39万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.40万 | 0.00% | 15,273 | -3,931 | -20.5% | -$15.29万 | 减仓 |
| AIN | ALBANY INTL CORP | $59.59万 | 0.00% | 11,414 | -4,659 | -29.0% | -$24.33万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $59.60万 | 0.00% | 13,951 | 1,855 | 15.3% | $7.92万 | 加仓 |
| MFM | MFS MUN INCOME TR | $59.60万 | 0.00% | 110,580 | -144,157 | -56.6% | -$77.70万 | 减仓 |
| SGLC | RBB FD INC | $59.68万 | 0.00% | 16,065 | -114 | -0.7% | -$4,235 | 减仓 |
| — | GUINNESS ATKINSON FDS | $59.69万 | 0.00% | 19,664 | 67 | 0.3% | $2,034 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $59.80万 | 0.00% | 21,108 | -3,720 | -15.0% | -$10.54万 | 减仓 |
| LIVN | LIVANOVA PLC | $59.96万 | 0.00% | 9,434 | 9,434 | — | $59.96万 | 新建仓 |
| RUM | RUMBLE INC | $59.98万 | 0.00% | 117,600 | -4,057 | -3.3% | -$2.07万 | 减仓 |
| — | HENNESSY FDS TR | $60.01万 | 0.00% | 17,671 | 2,144 | 13.8% | $7.28万 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $60.07万 | 0.00% | 32,667 | 32,667 | — | $60.07万 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $60.08万 | 0.00% | 43,985 | -3,664 | -7.7% | -$5.01万 | 减仓 |
| — | FLEXSHARES TR | $60.26万 | 0.00% | 14,454 | 125 | 0.9% | $5,211 | 加仓 |
| HTO | H2O AMERICA | $60.32万 | 0.00% | 10,281 | 3,835 | 59.5% | $22.50万 | 加仓 |
| — | NEW ENGLAND RLTY ASSOC LTD P | $60.37万 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| — | TTEC HLDGS INC | $60.38万 | 0.00% | 241,514 | 241,514 | — | $60.38万 | 新建仓 |
| ELVA | ELECTROVAYA INC | $60.41万 | 0.00% | 77,255 | 49,521 | 178.6% | $38.73万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $60.49万 | 0.00% | 6,272 | -4,085 | -39.4% | -$39.40万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $60.51万 | 0.00% | 40,180 | 14,073 | 53.9% | $21.19万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $60.54万 | 0.00% | 12,164 | 12,164 | — | $60.54万 | 新建仓 |
| NFLX | NETFLIX INC. 看跌期权 | $60.57万 | 0.00% | 6,300 | 2,300 | 57.5% | $22.11万 | 加仓 |
| WS | WORTHINGTON STL INC | $60.61万 | 0.00% | 19,971 | -1,870 | -8.6% | -$5.68万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $60.65万 | 0.00% | 14,203 | 211 | 1.5% | $9,010 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $60.67万 | 0.00% | 9,610 | -56 | -0.6% | -$3,535 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $60.72万 | 0.00% | 56,961 | -4,476 | -7.3% | -$4.77万 | 减仓 |
| NTST | NETSTREIT CORP | $60.73万 | 0.00% | 32,250 | -837 | -2.5% | -$1.58万 | 减仓 |
| — | MATTHEWS ASIA FDS | $60.79万 | 0.00% | 16,367 | -338 | -2.0% | -$1.26万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $60.82万 | 0.00% | 67,725 | 43,946 | 184.8% | $39.46万 | 加仓 |
| — | RBB FD INC | $60.93万 | 0.00% | 12,167 | 12,167 | — | $60.93万 | 新建仓 |
| SWBI | SMITH & WESSON BRANDS INC | $60.95万 | 0.00% | 42,530 | -1,697 | -3.8% | -$2.43万 | 减仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $61.11万 | 0.00% | 3,500 | -1,000 | -22.2% | -$17.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS 看跌期权 | $61.15万 | 0.00% | 1,400 | 1,400 | — | $61.15万 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $61.31万 | 0.00% | 45,514 | 976 | 2.2% | $1.31万 | 加仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $61.39万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $61.44万 | 0.00% | 23,640 | -6,330 | -21.1% | -$16.45万 | 减仓 |
| FTK | FLOTEK INDUSTRIES INC | $61.49万 | 0.00% | 36,235 | -6,316 | -14.8% | -$10.72万 | 减仓 |
| RUN | SUNRUN INC | $61.66万 | 0.00% | 45,469 | 10,282 | 29.2% | $13.94万 | 加仓 |
| — | NUSHARES ETF TR | $61.66万 | 0.00% | 13,323 | 133 | 1.0% | $6,156 | 加仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $61.67万 | 0.00% | 92,604 | 2,938 | 3.3% | $1.96万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $61.83万 | 0.00% | 23,314 | 872 | 3.9% | $2.31万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $62.01万 | 0.00% | 20,345 | 20,345 | — | $62.01万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $62.08万 | 0.00% | 29,931 | 6,357 | 27.0% | $13.18万 | 加仓 |
| — | EA SERIES TRUST | $62.31万 | 0.00% | 13,285 | 367 | 2.8% | $1.72万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $62.32万 | 0.00% | 16,548 | 50 | 0.3% | $1,883 | 加仓 |
| NAVN | NAVAN INC | $62.36万 | 0.00% | 47,100 | -400 | -0.8% | -$5,296 | 减仓 |
| ANDE | ANDERSONS INC | $62.83万 | 0.00% | 8,753 | -9 | -0.1% | -$646 | 减仓 |
| MMS | MAXIMUS INC | $62.91万 | 0.00% | 9,815 | -773 | -7.3% | -$4.95万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $62.91万 | 0.00% | 4,233 | 1,397 | 49.3% | $20.76万 | 加仓 |
| SDGR | SCHRODINGER INC | $62.94万 | 0.00% | 55,405 | 4,696 | 9.3% | $5.33万 | 加仓 |
| CSR | CENTERSPACE | $63.11万 | 0.00% | 10,985 | 1,603 | 17.1% | $9.21万 | 加仓 |
| AVNT | AVIENT CORPORATION | $63.22万 | 0.00% | 17,417 | 1,294 | 8.0% | $4.70万 | 加仓 |
| — | URANIUM RTY CORP | $63.31万 | 0.00% | 173,456 | 12,934 | 8.1% | $4.72万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $63.45万 | 0.00% | 173,365 | -281,998 | -61.9% | -$103.21万 | 减仓 |
| — | FLEXSHARES TR | $63.48万 | 0.00% | 30,657 | 160 | 0.5% | $3,313 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $63.51万 | 0.00% | 4,862 | 24 | 0.5% | $3,135 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $63.63万 | 0.00% | 15,114 | -94 | -0.6% | -$3,957 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $63.86万 | 0.00% | 11,209 | 2,225 | 24.8% | $12.68万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $63.88万 | 0.00% | 8,184 | 2,140 | 35.4% | $16.70万 | 加仓 |
| MHO | M/I HOMES INC | $63.97万 | 0.00% | 5,224 | 735 | 16.4% | $9.00万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $63.98万 | 0.00% | 5,800 | 1,062 | 22.4% | $11.71万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $64.06万 | 0.00% | 217,896 | 6,465 | 3.1% | $1.90万 | 加仓 |
| — | PRO-DEX INC COLO | $64.15万 | 0.00% | 13,060 | 7,140 | 120.6% | $35.07万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $64.21万 | 0.00% | 8,642 | 584 | 7.2% | $4.34万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.23万 | 0.00% | 18,373 | 667 | 3.8% | $2.33万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $64.23万 | 0.00% | 4,597 | -138 | -2.9% | -$1.93万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $64.37万 | 0.00% | 47,544 | 1,250 | 2.7% | $1.69万 | 加仓 |
| — | TWO RDS SHARED TR | $64.54万 | 0.00% | 69,283 | 117 | 0.2% | $1,090 | 加仓 |
| — | GLOBAL X FDS | $64.77万 | 0.00% | 11,107 | 3,566 | 47.3% | $20.80万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $64.79万 | 0.00% | 37,322 | 10,821 | 40.8% | $18.79万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $64.91万 | 0.00% | 246,800 | 3,495 | 1.4% | $9,192 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $64.93万 | 0.00% | 44,658 | 7,305 | 19.6% | $10.62万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $65.04万 | 0.00% | 5,897 | -1,520 | -20.5% | -$16.76万 | 减仓 |
| ENIC | ENEL CHILE SA | $65.07万 | 0.00% | 165,159 | 31,369 | 23.4% | $12.36万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $65.19万 | 0.00% | 10,011 | 1,106 | 12.4% | $7.20万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $65.25万 | 0.00% | 33,546 | -1,323 | -3.8% | -$2.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.26万 | 0.00% | 18,812 | -472 | -2.4% | -$1.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.32万 | 0.00% | 18,949 | -99 | -0.5% | -$3,413 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $65.35万 | 0.00% | 12,254 | 222 | 1.8% | $1.18万 | 加仓 |
| — | GLOBAL X FDS | $65.43万 | 0.00% | 30,886 | -5,564 | -15.3% | -$11.79万 | 减仓 |
| — | DBX ETF TR | $65.57万 | 0.00% | 14,067 | -4,578 | -24.6% | -$21.34万 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $65.63万 | 0.00% | 72,839 | 1,668 | 2.3% | $1.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $65.73万 | 0.00% | 4,100 | -800 | -16.3% | -$12.83万 | 减仓 |
| NBCR | NEUBERGER BERMAN ETF TRUST | $65.76万 | 0.00% | 22,162 | -1,002 | -4.3% | -$2.97万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $65.93万 | 0.00% | 12,355 | 1,540 | 14.2% | $8.22万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $66.06万 | 0.00% | 18,768 | 9,928 | 112.3% | $34.95万 | 加仓 |