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 |
|---|---|---|---|---|---|---|---|---|
| — | WESTERN ASSET GBL HIGH INC F | $66.14万 | 0.00% | 112,106 | 33,784 | 43.1% | $19.93万 | 加仓 |
| CCNR | FINANCIAL INVS TR | $66.31万 | 0.00% | 16,536 | 3,816 | 30.0% | $15.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $66.37万 | 0.00% | 1,700 | 900 | 112.5% | $35.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $66.42万 | 0.00% | 19,795 | -645 | -3.2% | -$2.16万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $66.63万 | 0.00% | 15,253 | 6,494 | 74.1% | $28.37万 | 加仓 |
| ARCB | ARCBEST CORP | $66.64万 | 0.00% | 6,775 | 430 | 6.8% | $4.23万 | 加仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $66.65万 | 0.00% | 38,797 | 38,797 | — | $66.65万 | 新建仓 |
| FLDB | FIDELITY MERRIMACK STR TR | $66.67万 | 0.00% | 13,249 | 5,079 | 62.2% | $25.56万 | 加仓 |
| PEP | PEPSICO INC 看跌期权 | $66.77万 | 0.00% | 4,300 | 800 | 22.9% | $12.42万 | 加仓 |
| — | ETFIS SER TR I | $66.82万 | 0.00% | 24,630 | 36 | 0.1% | $977 | 加仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $67.00万 | 0.00% | 9,837 | 4,892 | 98.9% | $33.32万 | 加仓 |
| OBK | ORIGIN BANCORP INC | $67.16万 | 0.00% | 16,199 | 77 | 0.5% | $3,192 | 加仓 |
| — | INNOVATOR ETFS TRUST | $67.25万 | 0.00% | 24,378 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $67.27万 | 0.00% | 28,444 | 1,595 | 5.9% | $3.77万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $67.47万 | 0.00% | 31,486 | 147 | 0.5% | $3,150 | 加仓 |
| FULT | FULTON FINL CORP PA | $67.56万 | 0.00% | 33,215 | -2,431 | -6.8% | -$4.94万 | 减仓 |
| — | ALPS ETF TR | $67.68万 | 0.00% | 20,198 | 782 | 4.0% | $2.62万 | 加仓 |
| AEG | AEGON LTD | $67.68万 | 0.00% | 93,228 | -112,056 | -54.6% | -$81.35万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $67.68万 | 0.00% | 10,198 | -2,958 | -22.5% | -$19.63万 | 减仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $67.75万 | 0.00% | 5,000 | 5,000 | — | $67.75万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $67.79万 | 0.00% | 27,782 | 9,856 | 55.0% | $24.05万 | 重新持有 |
| OBT | ORANGE CNTY BANCORP INC | $67.86万 | 0.00% | 21,219 | -1,066 | -4.8% | -$3.41万 | 减仓 |
| — | ARROW INVTS TR | $67.91万 | 0.00% | 6,787 | -702 | -9.4% | -$7.02万 | 减仓 |
| PBF | PBF ENERGY INC | $67.93万 | 0.00% | 14,265 | 6,633 | 86.9% | $31.59万 | 加仓 |
| QGEN | QIAGEN NV | $67.94万 | 0.00% | 16,967 | 16,967 | — | $67.94万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $68.03万 | 0.00% | 29,135 | 11,387 | 64.2% | $26.59万 | 加仓 |
| GVUS | GOLDMAN SACHS ETF TR | $68.03万 | 0.00% | 12,399 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $68.10万 | 0.00% | 19,104 | -3,982 | -17.2% | -$14.19万 | 减仓 |
| — | BLACKROCK ETF TRUST | $68.22万 | 0.00% | 6,858 | 6,858 | — | $68.22万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN 看涨期权 | $68.24万 | 0.00% | 4,200 | 4,200 | — | $68.24万 | 新建仓 |
| — | WESTERN ASSET INTER MUNI | $68.48万 | 0.00% | 89,164 | -101,691 | -53.3% | -$78.10万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $68.53万 | 0.00% | 6,689 | 6,689 | — | $68.53万 | 新建仓 |
| — | WISDOMTREE TR | $68.53万 | 0.00% | 18,118 | -1,196 | -6.2% | -$4.52万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $68.66万 | 0.00% | 29,355 | 10,413 | 55.0% | $24.36万 | 加仓 |
| OILK | PROSHARES TR | $68.70万 | 0.00% | 12,699 | 3,849 | 43.5% | $20.82万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $68.74万 | 0.00% | 14,028 | -24,349 | -63.4% | -$119.31万 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $68.75万 | 0.00% | 45,774 | -15,240 | -25.0% | -$22.89万 | 减仓 |
| WPP | WPP PLC NEW | $68.77万 | 0.00% | 44,223 | 6,866 | 18.4% | $10.68万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $68.94万 | 0.00% | 9,961 | 1,108 | 12.5% | $7.67万 | 加仓 |
| GIB | CGI INC | $68.96万 | 0.00% | 9,434 | -3,648 | -27.9% | -$26.67万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $69.10万 | 0.00% | 44,099 | -46,699 | -51.4% | -$73.18万 | 减仓 |
| — | ARK ETF TR | $69.18万 | 0.00% | 33,858 | -5,667 | -14.3% | -$11.58万 | 减仓 |
| — | LEGG MASON ETF INVT | $69.23万 | 0.00% | 15,709 | -1,466 | -8.5% | -$6.46万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $69.24万 | 0.00% | 21,612 | 21,612 | — | $69.24万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $69.30万 | 0.00% | 10,000 | 6,600 | 194.1% | $45.74万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $69.31万 | 0.00% | 148,406 | -21,912 | -12.9% | -$10.23万 | 减仓 |
| QTWO | Q2 HLDGS INC | $69.41万 | 0.00% | 14,674 | 370 | 2.6% | $1.75万 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $69.43万 | 0.00% | 29,728 | 29,728 | — | $69.43万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $69.54万 | 0.00% | 68,109 | -7,730 | -10.2% | -$7.89万 | 减仓 |
| — | ETF SER SOLUTIONS | $69.75万 | 0.00% | 18,638 | -2,336 | -11.1% | -$8.74万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $69.82万 | 0.00% | 35,696 | 857 | 2.5% | $1.68万 | 加仓 |
| PL | PLANET LABS PBC 看跌期权 | $69.88万 | 0.00% | 25,000 | 15,000 | 150.0% | $41.92万 | 加仓 |
| HIPO | HIPPO HLDGS INC | $69.92万 | 0.00% | 26,830 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $69.94万 | 0.00% | 32,668 | -1,325 | -3.9% | -$2.84万 | 减仓 |
| — | COSAN S A | $69.98万 | 0.00% | 169,858 | 1,862 | 1.1% | $7,671 | 加仓 |
| GOLD | GOLD COM INC | $69.99万 | 0.00% | 17,463 | 7,977 | 84.1% | $31.97万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $70.14万 | 0.00% | 7,392 | -141 | -1.9% | -$1.34万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $70.17万 | 0.00% | 4,253 | 379 | 9.8% | $6.25万 | 加仓 |
| OVL | LISTED FDS TR | $70.17万 | 0.00% | 13,951 | 6,759 | 94.0% | $34.00万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $70.35万 | 0.00% | 2,600 | -4,200 | -61.8% | -$113.65万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $70.41万 | 0.00% | 20,793 | 10,350 | 99.1% | $35.05万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $70.42万 | 0.00% | 23,896 | -15,736 | -39.7% | -$46.37万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $70.42万 | 0.00% | 21,296 | -2,899 | -12.0% | -$9.59万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $70.62万 | 0.00% | 11,853 | 3,610 | 43.8% | $21.51万 | 加仓 |
| FWRD | FORWARD AIR CORP | $70.71万 | 0.00% | 42,315 | -913 | -2.1% | -$1.53万 | 减仓 |
| — | ISHARES U S ETF TR | $70.88万 | 0.00% | 13,105 | 2,138 | 19.5% | $11.56万 | 加仓 |
| — | PROSHARES TR | $71.03万 | 0.00% | 17,349 | -1,034 | -5.6% | -$4.23万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $71.03万 | 0.00% | 31,472 | 7,932 | 33.7% | $17.90万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $71.09万 | 0.00% | 42,469 | -19,462 | -31.4% | -$32.58万 | 减仓 |
| UTMD | UTAH MED PRODS INC | $71.17万 | 0.00% | 11,481 | 4,109 | 55.7% | $25.47万 | 加仓 |
| SHOP | SHOPIFY INC 看跌期权 | $71.17万 | 0.00% | 6,000 | 1,000 | 20.0% | $11.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $71.22万 | 0.00% | 21,873 | -65 | -0.3% | -$2,116 | 减仓 |
| BDC | BELDEN INC | $71.41万 | 0.00% | 6,219 | 797 | 14.7% | $9.15万 | 加仓 |
| — | ETF SER SOLUTIONS | $71.53万 | 0.00% | 7,147 | 7,147 | — | $71.53万 | 新建仓 |
| — | SIREN ETF TR | $71.55万 | 0.00% | 34,087 | 306 | 0.9% | $6,423 | 加仓 |
| — | SEALED AIR CORP NEW | $71.67万 | 0.00% | 17,045 | -45,848 | -72.9% | -$192.79万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $71.70万 | 0.00% | 38,775 | -6,003 | -13.4% | -$11.10万 | 减仓 |
| EGY | VAALCO ENERGY INC | $71.72万 | 0.00% | 113,124 | 86,843 | 330.4% | $55.06万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $71.86万 | 0.00% | 18,210 | -1,588 | -8.0% | -$6.27万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $71.87万 | 0.00% | 8,314 | -219 | -2.6% | -$1.89万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $71.92万 | 0.00% | 40,912 | 2,249 | 5.8% | $3.95万 | 加仓 |
| FTDR | FRONTDOOR INC | $71.99万 | 0.00% | 13,619 | 6,195 | 83.4% | $32.75万 | 加仓 |
| — | NUVEEN MASS QUALITY MUN INC | $72.07万 | 0.00% | 58,544 | 3,585 | 6.5% | $4.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $72.08万 | 0.00% | 24,119 | 910 | 3.9% | $2.72万 | 加仓 |
| — | WHITESTONE REIT | $72.25万 | 0.00% | 44,740 | 3,861 | 9.4% | $6.24万 | 加仓 |
| DRD | DRDGOLD LIMITED | $72.31万 | 0.00% | 24,620 | 4,374 | 21.6% | $12.85万 | 加仓 |
| HAFN | HAFNIA LTD | $72.36万 | 0.00% | 95,217 | -17,063 | -15.2% | -$12.97万 | 减仓 |
| FCN | FTI CONSULTING INC | $72.71万 | 0.00% | 4,113 | 275 | 7.2% | $4.86万 | 加仓 |
| — | VANECK ETF TRUST | $72.78万 | 0.00% | 39,771 | -5,367 | -11.9% | -$9.82万 | 减仓 |
| MBWM | MERCANTILE BK CORP | $72.82万 | 0.00% | 14,419 | 249 | 1.8% | $1.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $73.04万 | 0.00% | 18,888 | -4,455 | -19.1% | -$17.23万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $73.24万 | 0.00% | 70,156 | 70,156 | — | $73.24万 | 新建仓 |
| VUSE | ETF SER SOLUTIONS | $73.39万 | 0.00% | 11,684 | 974 | 9.1% | $6.12万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $73.42万 | 0.00% | 12,796 | -417 | -3.2% | -$2.39万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $73.44万 | 0.00% | 28,106 | 984 | 3.6% | $2.57万 | 加仓 |
| — | ETF SER SOLUTIONS | $73.53万 | 0.00% | 26,819 | -1,959 | -6.8% | -$5.37万 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $73.56万 | 0.00% | 5,000 | -2,300 | -31.5% | -$33.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.68万 | 0.00% | 25,330 | 25,330 | — | $73.68万 | 新建仓 |
| RDN | RADIAN GROUP INC | $73.85万 | 0.00% | 22,326 | -5,563 | -19.9% | -$18.40万 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $74.05万 | 0.00% | 22,426 | -2,014 | -8.2% | -$6.65万 | 减仓 |