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 |
|---|---|---|---|---|---|---|---|---|
| — | VANECK ETF TRUST | $84.62万 | 0.00% | 13,996 | 3,477 | 33.1% | $21.02万 | 加仓 |
| BLKB | BLACKBAUD INC | $84.84万 | 0.00% | 21,974 | 4,661 | 26.9% | $18.00万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $85.08万 | 0.00% | 97,789 | -986 | -1.0% | -$8,578 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $85.11万 | 0.00% | 83,520 | 7,720 | 10.2% | $7.87万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $85.13万 | 0.00% | 28,002 | -18,599 | -39.9% | -$56.54万 | 减仓 |
| GEL | GENESIS ENERGY L P | $85.13万 | 0.00% | 47,745 | -1,553 | -3.2% | -$2.77万 | 减仓 |
| — | ISHARES TR | $85.15万 | 0.00% | 9,315 | 2,374 | 34.2% | $21.70万 | 加仓 |
| THD | ISHARES INC | $85.21万 | 0.00% | 12,281 | 724 | 6.3% | $5.02万 | 加仓 |
| JOE | ST JOE CO | $85.31万 | 0.00% | 13,584 | -3,770 | -21.7% | -$23.68万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $85.41万 | 0.00% | 22,836 | -96,426 | -80.9% | -$360.66万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $85.59万 | 0.00% | 57,405 | 1,210 | 2.2% | $1.80万 | 加仓 |
| QVMS | INVESCO EXCH TRADED FD TR II | $85.73万 | 0.00% | 29,425 | -3,231 | -9.9% | -$9.41万 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $85.96万 | 0.00% | 77,796 | -177,507 | -69.5% | -$196.14万 | 减仓 |
| GTLB | GITLAB INC | $86.12万 | 0.00% | 39,795 | -31,861 | -44.5% | -$68.95万 | 减仓 |
| GMOI | GMO ETF TRUST | $86.17万 | 0.00% | 23,783 | -7,947 | -25.0% | -$28.79万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $86.28万 | 0.00% | 12,961 | 1,090 | 9.2% | $7.26万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $86.55万 | 0.00% | 14,055 | -1,458 | -9.4% | -$8.98万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $86.62万 | 0.00% | 33,009 | 0 | 0.0% | — | 不变 |
| FLV | AMERICAN CENTY ETF TR | $86.62万 | 0.00% | 11,296 | 1,016 | 9.9% | $7.79万 | 加仓 |
| — | WISDOMTREE TR | $86.94万 | 0.00% | 40,146 | 18,913 | 89.1% | $40.96万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $87.37万 | 0.00% | 30,054 | 833 | 2.9% | $2.42万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $87.38万 | 0.00% | 17,376 | 850 | 5.1% | $4.27万 | 加仓 |
| HAUZ | DBX ETF TR | $87.43万 | 0.00% | 38,691 | 6,891 | 21.7% | $15.57万 | 加仓 |
| RXI | ISHARES TR | $87.44万 | 0.00% | 4,690 | -107 | -2.2% | -$1.99万 | 减仓 |
| SYNA | SYNAPTICS INC | $87.44万 | 0.00% | 12,485 | 9,269 | 288.2% | $64.92万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $87.47万 | 0.00% | 29,433 | 29,433 | — | $87.47万 | 新建仓 |
| — | BELPOINTE PREP LLC | $87.53万 | 0.00% | 16,453 | -25 | -0.2% | -$1,330 | 减仓 |
| — | LEGGETT & PLATT INC | $87.55万 | 0.00% | 88,609 | -2,058 | -2.3% | -$2.03万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $87.71万 | 0.00% | 11,564 | 106 | 0.9% | $8,040 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $87.81万 | 0.00% | 35,306 | -7,378 | -17.3% | -$18.35万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.93万 | 0.00% | 23,594 | -183 | -0.8% | -$6,820 | 减仓 |
| ZECP | ZACKS TRUST | $87.98万 | 0.00% | 26,008 | 4,553 | 21.2% | $15.40万 | 加仓 |
| STVN | STEVANATO GROUP S P A | $88.16万 | 0.00% | 64,113 | -37,439 | -36.9% | -$51.48万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $88.22万 | 0.00% | 20,564 | 417 | 2.1% | $1.79万 | 加仓 |
| — | GABELLI GLOBAL SMALL & MID C | $88.32万 | 0.00% | 58,803 | 14,001 | 31.3% | $21.03万 | 加仓 |
| IBTP | ISHARES TR | $88.35万 | 0.00% | 34,470 | -1,621 | -4.5% | -$4.15万 | 减仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $88.37万 | 0.00% | 23,880 | -473 | -1.9% | -$1.75万 | 减仓 |
| PFE | PFIZER INC 看涨期权 | $88.45万 | 0.00% | 31,500 | 1,000 | 3.3% | $2.81万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $88.65万 | 0.00% | 32,783 | 2,305 | 7.6% | $6.23万 | 加仓 |
| RTX | RTX CORPORATION 看跌期权 | $88.73万 | 0.00% | 4,600 | 300 | 7.0% | $5.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $88.80万 | 0.00% | 76,291 | 465 | 0.6% | $5,413 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $88.83万 | 0.00% | 24,431 | -387 | -1.6% | -$1.41万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $88.88万 | 0.00% | 12,841 | 2,658 | 26.1% | $18.40万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $89.07万 | 0.00% | 16,439 | -1,402 | -7.9% | -$7.60万 | 减仓 |
| RHI | ROBERT HALF INC. | $89.09万 | 0.00% | 35,077 | 9,346 | 36.3% | $23.74万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $89.11万 | 0.00% | 71,689 | -3,126 | -4.2% | -$3.89万 | 减仓 |
| — | GLOBAL X FDS | $89.11万 | 0.00% | 15,142 | -2,281 | -13.1% | -$13.42万 | 减仓 |
| EEM | ISHARES TR 看跌期权 | $89.16万 | 0.00% | 15,700 | 15,700 | — | $89.16万 | 新建仓 |
| ALG | ALAMO GROUP INC | $89.20万 | 0.00% | 5,407 | 48 | 0.9% | $7,919 | 加仓 |
| BNDC | FLEXSHARES TR | $89.25万 | 0.00% | 40,134 | 2,586 | 6.9% | $5.75万 | 加仓 |
| — | SPDR SERIES TRUST | $89.30万 | 0.00% | 8,978 | 8,978 | — | $89.30万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $89.42万 | 0.00% | 9,300 | 9,300 | — | $89.42万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $89.70万 | 0.00% | 35,428 | 35,428 | — | $89.70万 | 新建仓 |
| TCPB | THRIVENT ETF TRUST | $89.75万 | 0.00% | 17,688 | 1,821 | 11.5% | $9.24万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $89.89万 | 0.00% | 20,503 | -1,582 | -7.2% | -$6.94万 | 减仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $89.94万 | 0.00% | 176,698 | 176,698 | — | $89.94万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP 看跌期权 | $90.66万 | 0.00% | 1,500 | -300 | -16.7% | -$18.13万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $90.83万 | 0.00% | 22,209 | 5,268 | 31.1% | $21.55万 | 加仓 |
| — | SSGA ACTIVE TR | $90.89万 | 0.00% | 36,642 | 11,786 | 47.4% | $29.24万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $90.92万 | 0.00% | 20,262 | -389 | -1.9% | -$1.75万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $91.16万 | 0.00% | 93,211 | -4,981 | -5.1% | -$4.87万 | 减仓 |
| — | ORLA MNG LTD NEW | $91.18万 | 0.00% | 56,531 | -4,018 | -6.6% | -$6.48万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $91.20万 | 0.00% | 42,695 | -13,076 | -23.4% | -$27.93万 | 减仓 |
| OPRA | OPERA LTD | $91.42万 | 0.00% | 64,112 | 33,642 | 110.4% | $47.97万 | 加仓 |
| OGN | ORGANON & CO | $91.73万 | 0.00% | 153,140 | -16,720 | -9.8% | -$10.02万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $91.76万 | 0.00% | 17,727 | 134 | 0.8% | $6,937 | 加仓 |
| KINS | KINGSTONE COS INC | $91.92万 | 0.00% | 63,087 | -4,328 | -6.4% | -$6.31万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $92.18万 | 0.00% | 26,906 | -4,117 | -13.3% | -$14.10万 | 减仓 |
| LZB | LA Z BOY INC | $92.54万 | 0.00% | 28,793 | -2,677 | -8.5% | -$8.60万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $92.87万 | 0.00% | 14,826 | -4,124 | -21.8% | -$25.83万 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $92.90万 | 0.00% | 88,897 | 8,356 | 10.4% | $8.73万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $93.33万 | 0.00% | 20,024 | 1,720 | 9.4% | $8.02万 | 加仓 |
| — | INVESCO BD FD | $93.40万 | 0.00% | 62,265 | 49,808 | 399.8% | $74.71万 | 加仓 |
| CLSK | CLEANSPARK INC | $93.54万 | 0.00% | 109,919 | -4,205 | -3.7% | -$3.58万 | 减仓 |
| NUTX | NUTEX HEALTH INC | $93.57万 | 0.00% | 9,845 | 4,736 | 92.7% | $45.01万 | 加仓 |
| — | GLOBAL X FDS | $93.57万 | 0.00% | 37,701 | 37,701 | — | $93.57万 | 新建仓 |
| — | EATON VANCE SHORT DURATION D | $93.67万 | 0.00% | 87,622 | -69,223 | -44.1% | -$74.00万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $93.69万 | 0.00% | 79,267 | -85,988 | -52.0% | -$101.64万 | 减仓 |
| — | WIDEPOINT CORP | $93.82万 | 0.00% | 188,008 | 188,008 | — | $93.82万 | 新建仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $93.85万 | 0.00% | 63,198 | 6,766 | 12.0% | $10.05万 | 加仓 |
| ERIE | ERIE INDTY CO | $94.00万 | 0.00% | 3,740 | 369 | 10.9% | $9.27万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $94.18万 | 0.00% | 2,923 | 2,923 | — | $94.18万 | 新建仓 |
| — | XAI MADISON EQUITY PREMIUM I | $94.20万 | 0.00% | 161,581 | -17,693 | -9.9% | -$10.31万 | 减仓 |
| DAN | DANA INC | $94.28万 | 0.00% | 28,019 | 3,734 | 15.4% | $12.56万 | 加仓 |
| — | ARK ETF TR | $94.30万 | 0.00% | 35,029 | 8,663 | 32.9% | $23.32万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $94.67万 | 0.00% | 50,682 | 19,472 | 62.4% | $36.37万 | 加仓 |
| — | SOLANA CO | $94.68万 | 0.00% | 547,261 | 165,006 | 43.2% | $28.55万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $94.79万 | 0.00% | 41,301 | 209 | 0.5% | $4,797 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $94.81万 | 0.00% | 20,499 | -5,972 | -22.6% | -$27.62万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $94.85万 | 0.00% | 41,113 | 18,834 | 84.5% | $43.45万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $94.86万 | 0.00% | 15,387 | 87 | 0.6% | $5,363 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $94.93万 | 0.00% | 234,974 | 9,394 | 4.2% | $3.80万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $95.43万 | 0.00% | 10,343 | -2 | -0.0% | -$185 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $95.45万 | 0.00% | 18,096 | -1,314 | -6.8% | -$6.93万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $95.48万 | 0.00% | 35,070 | -57,220 | -62.0% | -$155.78万 | 减仓 |
| GOOS | CANADA GOOSE HLDGS INC | $95.51万 | 0.00% | 87,065 | -18,018 | -17.1% | -$19.77万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.59万 | 0.00% | 37,647 | -1,022 | -2.6% | -$2.59万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $95.67万 | 0.00% | 8,764 | -704 | -7.4% | -$7.69万 | 减仓 |
| WMT | WALMART INC 看跌期权 | $95.70万 | 0.00% | 7,700 | -5,300 | -40.8% | -$65.87万 | 减仓 |
| — | SSGA ACTIVE TR | $95.76万 | 0.00% | 35,261 | 2,251 | 6.8% | $6.11万 | 加仓 |