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 |
|---|---|---|---|---|---|---|---|---|
| IQSU | NEW YORK LIFE INVESTMENTS ET | $95.79万 | 0.00% | 18,706 | -2,149 | -10.3% | -$11.00万 | 减仓 |
| BANR | BANNER CORP | $95.89万 | 0.00% | 15,802 | 12,439 | 369.9% | $75.48万 | 加仓 |
| — | ETFIS SER TR I | $95.95万 | 0.00% | 25,797 | 1,714 | 7.1% | $6.38万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $96.01万 | 0.00% | 15,715 | -107 | -0.7% | -$6,537 | 减仓 |
| — | INNOVATOR ETFS TRUST | $96.04万 | 0.00% | 34,196 | 16,865 | 97.3% | $47.37万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $96.13万 | 0.00% | 71,209 | -3,195 | -4.3% | -$4.31万 | 减仓 |
| — | GREENE CNTY BANCORP INC | $96.14万 | 0.00% | 42,899 | 7 | 0.0% | $157 | 加仓 |
| NMFC | NEW MTN FIN CORP | $96.28万 | 0.00% | 124,074 | -109,736 | -46.9% | -$85.16万 | 减仓 |
| — | BEAZER HOMES USA INC | $96.35万 | 0.00% | 50,078 | -5,617 | -10.1% | -$10.81万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $96.37万 | 0.00% | 24,838 | 2,200 | 9.7% | $8.54万 | 加仓 |
| — | ATKORE INC | $96.41万 | 0.00% | 16,366 | 1,759 | 12.0% | $10.36万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $96.49万 | 0.00% | 80,883 | 27,923 | 52.7% | $33.31万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $96.54万 | 0.00% | 11,927 | -11,658 | -49.4% | -$94.36万 | 减仓 |
| ALM | ALMONTY INDS INC | $96.66万 | 0.00% | 66,753 | 10,590 | 18.9% | $15.33万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $96.69万 | 0.00% | 32,414 | 10,369 | 47.0% | $30.93万 | 加仓 |
| — | ALBEMARLE CORP | $96.85万 | 0.00% | 13,480 | -1,098 | -7.5% | -$7.89万 | 减仓 |
| — | ABSOLUTE SHS TR | $97.06万 | 0.00% | 31,064 | -6,953 | -18.3% | -$21.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $97.07万 | 0.00% | 36,327 | -920 | -2.5% | -$2.46万 | 减仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $97.08万 | 0.00% | 126,572 | -26,847 | -17.5% | -$20.59万 | 减仓 |
| GSM | FERROGLOBE PLC | $97.18万 | 0.00% | 235,872 | 85,272 | 56.6% | $35.13万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $97.41万 | 0.00% | 24,196 | 465 | 2.0% | $1.87万 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $97.43万 | 0.00% | 75,239 | -3,211 | -4.1% | -$4.16万 | 减仓 |
| — | STARBOARD INVT TR | $97.56万 | 0.00% | 51,365 | 1,367 | 2.7% | $2.60万 | 加仓 |
| — | CSG SYS INTL INC | $97.59万 | 0.00% | 12,208 | 565 | 4.9% | $4.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $97.65万 | 0.00% | 4,800 | 100 | 2.1% | $2.03万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $97.84万 | 0.00% | 13,796 | 3,600 | 35.3% | $25.53万 | 加仓 |
| PLXS | PLEXUS CORP | $97.89万 | 0.00% | 4,833 | 1,108 | 29.7% | $22.44万 | 加仓 |
| GRNJ | TIDAL TRUST III | $97.95万 | 0.00% | 39,166 | 780 | 2.0% | $1.95万 | 加仓 |
| — | SPROTT FDS TR | $97.98万 | 0.00% | 33,450 | 2,472 | 8.0% | $7.24万 | 加仓 |
| — | RBB FD INC | $98.09万 | 0.00% | 19,122 | 385 | 2.1% | $1.98万 | 加仓 |
| — | EA SERIES TRUST | $98.16万 | 0.00% | 25,117 | -406 | -1.6% | -$1.59万 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $98.28万 | 0.00% | 52,614 | 18,846 | 55.8% | $35.20万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $98.32万 | 0.00% | 135,802 | 135,802 | — | $98.32万 | 新建仓 |
| CRMD | CORMEDIX INC | $98.41万 | 0.00% | 144,940 | -84,496 | -36.8% | -$57.37万 | 减仓 |
| MAMB | NORTHERN LTS FD TR IV | $98.58万 | 0.00% | 40,896 | 29,886 | 271.4% | $72.04万 | 加仓 |
| — | SOURCE CAPITAL | $98.72万 | 0.00% | 21,312 | -973 | -4.4% | -$4.51万 | 减仓 |
| GEO | GEO GROUP INC | $98.86万 | 0.00% | 58,811 | -3,703 | -5.9% | -$6.22万 | 减仓 |
| — | WISDOMTREE TR | $98.93万 | 0.00% | 13,792 | 192 | 1.4% | $1.38万 | 加仓 |
| JOYY | JOYY INC | $98.96万 | 0.00% | 16,948 | 431 | 2.6% | $2.52万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $99.04万 | 0.00% | 3,200 | 3,200 | — | $99.04万 | 新建仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $99.05万 | 0.00% | 70,951 | -3,690 | -4.9% | -$5.15万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $99.11万 | 0.00% | 165,185 | 46,916 | 39.7% | $28.15万 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $99.56万 | 0.00% | 162,148 | 11,227 | 7.4% | $6.89万 | 加仓 |
| CRVL | CORVEL CORP | $99.61万 | 0.00% | 18,226 | 4,273 | 30.6% | $23.35万 | 加仓 |
| — | ISHARES TR | $99.65万 | 0.00% | 9,567 | -779 | -7.5% | -$8.11万 | 减仓 |
| MTRN | MATERION CORP | $99.68万 | 0.00% | 6,891 | -413 | -5.7% | -$5.97万 | 减仓 |
| — | FULL HSE RESORTS INC | $99.69万 | 0.00% | 443,071 | 77,500 | 21.2% | $17.44万 | 加仓 |
| — | ISHARES TR | $99.79万 | 0.00% | 14,065 | 975 | 7.4% | $6.92万 | 加仓 |
| — | NUVEEN NY DIVI ADV | $99.89万 | 0.00% | 89,586 | 52,952 | 144.5% | $59.04万 | 加仓 |
| UPWK | UPWORK INC | $100.12万 | 0.00% | 91,350 | 2,436 | 2.7% | $2.67万 | 加仓 |
| CHEF | CHEFS WHSE INC | $100.24万 | 0.00% | 16,861 | 13,258 | 368.0% | $78.82万 | 加仓 |
| CBT | CABOT CORP | $100.29万 | 0.00% | 13,317 | -268 | -2.0% | -$2.02万 | 减仓 |
| NWSA | NEWS CORP NEW | $100.33万 | 0.00% | 40,245 | -968 | -2.3% | -$2.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $100.34万 | 0.00% | 30,068 | -2,272 | -7.0% | -$7.58万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $100.41万 | 0.00% | 132,989 | -14,893 | -10.1% | -$11.24万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $100.42万 | 0.00% | 22,045 | 4,638 | 26.6% | $21.13万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $100.63万 | 0.00% | 27,737 | 22,104 | 392.4% | $80.19万 | 加仓 |
| — | LAZARD ACTIVE ETF TR | $100.66万 | 0.00% | 39,004 | 25,613 | 191.3% | $66.10万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $100.75万 | 0.00% | 20,925 | 20,925 | — | $100.75万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $100.90万 | 0.00% | 112,356 | 45,413 | 67.8% | $40.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $100.90万 | 0.00% | 37,446 | -1,284 | -3.3% | -$3.46万 | 减仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $100.99万 | 0.00% | 35,712 | 1,545 | 4.5% | $4.37万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $101.32万 | 0.00% | 30,640 | -1,156 | -3.6% | -$3.82万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $101.50万 | 0.00% | 161,364 | -6,954 | -4.1% | -$4.37万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $101.55万 | 0.00% | 28,253 | -510 | -1.8% | -$1.83万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $101.86万 | 0.00% | 46,811 | -2,966 | -6.0% | -$6.45万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $101.91万 | 0.00% | 14,528 | -755 | -4.9% | -$5.30万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $101.98万 | 0.00% | 27,704 | -167,077 | -85.8% | -$615.01万 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $102.13万 | 0.00% | 46,232 | 12,524 | 37.2% | $27.67万 | 加仓 |
| — | VIRTUS ETF TR II | $102.18万 | 0.00% | 44,311 | 24,717 | 126.1% | $57.00万 | 加仓 |
| MSOS | ADVISORSHARES TR | $102.23万 | 0.00% | 287,965 | -67,693 | -19.0% | -$24.03万 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $102.34万 | 0.00% | 15,166 | 6,978 | 85.2% | $47.09万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $102.36万 | 0.00% | 12,631 | -1,977 | -13.5% | -$16.02万 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $102.44万 | 0.00% | 126,780 | 45,824 | 56.6% | $37.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $102.54万 | 0.00% | 34,900 | 24,555 | 237.4% | $72.14万 | 重新持有 |
| — | ABSOLUTE SHS TR | $102.82万 | 0.00% | 30,621 | -8,274 | -21.3% | -$27.78万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $102.85万 | 0.00% | 16,016 | 6,157 | 62.5% | $39.54万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $102.96万 | 0.00% | 227,794 | 147,817 | 184.8% | $66.81万 | 加仓 |
| KWR | QUAKER HOUGHTON | $103.02万 | 0.00% | 8,293 | 188 | 2.3% | $2.34万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $103.08万 | 0.00% | 84,077 | 7,657 | 10.0% | $9.39万 | 加仓 |
| FRPT | FRESHPET INC | $103.25万 | 0.00% | 17,512 | 1,632 | 10.3% | $9.62万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $103.28万 | 0.00% | 144,853 | 20,857 | 16.8% | $14.87万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $103.33万 | 0.00% | 80,286 | 1,719 | 2.2% | $2.21万 | 加仓 |
| FSM | FORTUNA MNG CORP | $103.53万 | 0.00% | 104,260 | -16,368 | -13.6% | -$16.25万 | 减仓 |
| — | PROSHARES TR | $103.57万 | 0.00% | 10,223 | 2,537 | 33.0% | $25.70万 | 加仓 |
| SVM | SILVERCORP METALS INC | $103.75万 | 0.00% | 96,600 | 2,050 | 2.2% | $2.20万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $103.79万 | 0.00% | 22,892 | 913 | 4.2% | $4.14万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $104.06万 | 0.00% | 62,388 | 14,285 | 29.7% | $23.83万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $104.12万 | 0.00% | 20,901 | 20,901 | — | $104.12万 | 新建仓 |
| — | PROSHARES TR | $104.26万 | 0.00% | 14,682 | 1,825 | 14.2% | $12.96万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $104.32万 | 0.00% | 25,102 | 6,282 | 33.4% | $26.11万 | 加仓 |
| — | NEUBERGER R/EST SECS INC FD | $104.52万 | 0.00% | 368,021 | 31,842 | 9.5% | $9.04万 | 加仓 |
| WFG | WEST FRASER TIMBER LTD | $104.76万 | 0.00% | 16,046 | 2,062 | 14.7% | $13.46万 | 加仓 |
| AGRO | ADECOAGRO S A | $104.85万 | 0.00% | 69,805 | 69,805 | — | $104.85万 | 新建仓 |
| — | DBX ETF TR | $105.33万 | 0.00% | 26,407 | 13,879 | 110.8% | $55.36万 | 加仓 |
| — | KRANESHARES TRUST | $105.49万 | 0.00% | 56,384 | -67,165 | -54.4% | -$125.67万 | 减仓 |
| — | ADVISORSHARES TR | $105.82万 | 0.00% | 8,322 | -148 | -1.7% | -$1.88万 | 减仓 |
| — | GRANITESHARES ETF TR | $105.89万 | 0.00% | 40,316 | -3,112 | -7.2% | -$8.17万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $105.95万 | 0.00% | 55,941 | 21,304 | 61.5% | $40.35万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $105.97万 | 0.00% | 11,085 | -1,518 | -12.0% | -$14.51万 | 减仓 |