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 |
|---|---|---|---|---|---|---|---|---|
| MSTR | STRATEGY INC 看跌期权 | $106.08万 | 0.00% | 8,500 | 5,400 | 174.2% | $67.39万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $106.18万 | 0.00% | 99,324 | 26 | 0.0% | $278 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $106.18万 | 0.00% | 48,396 | -18,052 | -27.2% | -$39.61万 | 减仓 |
| KBH | KB HOME | $106.55万 | 0.00% | 20,589 | 384 | 1.9% | $1.99万 | 加仓 |
| — | PROSHARES TR | $106.72万 | 0.00% | 20,786 | -2,449 | -10.5% | -$12.57万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $106.86万 | 0.00% | 18,276 | -3,423 | -15.8% | -$20.01万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $107.01万 | 0.00% | 20,298 | 3,689 | 22.2% | $19.45万 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES | $107.56万 | 0.00% | 93,365 | 58,713 | 169.4% | $67.64万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $107.81万 | 0.00% | 98,907 | 39,148 | 65.5% | $42.67万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $107.91万 | 0.00% | 42,352 | 7,676 | 22.1% | $19.56万 | 加仓 |
| — | GLOBAL X FDS | $108.29万 | 0.00% | 35,060 | -2,479 | -6.6% | -$7.66万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $108.30万 | 0.00% | 12,513 | 3,158 | 33.8% | $27.33万 | 加仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $108.62万 | 0.00% | 22,763 | 3,197 | 16.3% | $15.26万 | 加仓 |
| MIDD | MIDDLEBY CORP | $108.81万 | 0.00% | 8,207 | 200 | 2.5% | $2.65万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $108.94万 | 0.00% | 32,317 | -4,439 | -12.1% | -$14.96万 | 减仓 |
| — | EA SERIES TRUST | $109.26万 | 0.00% | 27,433 | 20,753 | 310.7% | $82.66万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $109.31万 | 0.00% | 10,245 | -6,721 | -39.6% | -$71.71万 | 减仓 |
| — | WESTERN ASSET INVESTMENT GRA | $110.33万 | 0.00% | 91,217 | 15,568 | 20.6% | $18.83万 | 加仓 |
| PUK | PRUDENTIAL PLC | $110.82万 | 0.00% | 38,979 | -39,352 | -50.2% | -$111.88万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $111.10万 | 0.00% | 30,835 | -409 | -1.3% | -$1.47万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $111.19万 | 0.00% | 52,102 | 16,946 | 48.2% | $36.16万 | 加仓 |
| TE | T1 ENERGY INC | $111.24万 | 0.00% | 253,392 | 102,368 | 67.8% | $44.94万 | 加仓 |
| HROW | HARROW INC | $111.28万 | 0.00% | 31,560 | 727 | 2.4% | $2.56万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $111.41万 | 0.00% | 26,705 | 2,613 | 10.8% | $10.90万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $111.48万 | 0.00% | 31,661 | 2,386 | 8.2% | $8.40万 | 加仓 |
| TX | TERNIUM SA | $111.50万 | 0.00% | 27,771 | 3,244 | 13.2% | $13.02万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $111.53万 | 0.00% | 3,000 | -1,200 | -28.6% | -$44.61万 | 减仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $111.64万 | 0.00% | 145,560 | 11,978 | 9.0% | $9.19万 | 加仓 |
| VC | VISTEON CORP | $111.71万 | 0.00% | 12,261 | 5,537 | 82.3% | $50.45万 | 加仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $111.75万 | 0.00% | 16,400 | 16,400 | — | $111.75万 | 新建仓 |
| MBCE | NORTHERN LTS FD TR IV | $111.95万 | 0.00% | 32,458 | 24,680 | 317.3% | $85.12万 | 加仓 |
| SSYS | STRATASYS LTD | $111.99万 | 0.00% | 143,395 | 16,348 | 12.9% | $12.77万 | 加仓 |
| CRM | SALESFORCE INC 看涨期权 | $112.00万 | 0.00% | 6,000 | -800 | -11.8% | -$14.93万 | 减仓 |
| ISHG | ISHARES TR | $112.12万 | 0.00% | 15,114 | 5,222 | 52.8% | $38.74万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $112.18万 | 0.00% | 32,839 | -6,128 | -15.7% | -$20.93万 | 减仓 |
| IBTO | ISHARES TR | $112.19万 | 0.00% | 45,998 | 1,749 | 4.0% | $4.27万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $112.19万 | 0.00% | 59,868 | -12,020 | -16.7% | -$22.53万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $112.22万 | 0.00% | 134,877 | -6,866 | -4.8% | -$5.71万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $112.23万 | 0.00% | 23,518 | 6,211 | 35.9% | $29.64万 | 加仓 |
| SAM | BOSTON BEER INC | $112.30万 | 0.00% | 4,874 | -2,294 | -32.0% | -$52.85万 | 减仓 |
| FROG | JFROG LTD | $112.81万 | 0.00% | 24,037 | -12,040 | -33.4% | -$56.50万 | 减仓 |
| ALV | AUTOLIV INC | $112.84万 | 0.00% | 10,730 | 2,566 | 31.4% | $26.98万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $113.01万 | 0.00% | 22,670 | 1,079 | 5.0% | $5.38万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $113.05万 | 0.00% | 28,700 | -2,424 | -7.8% | -$9.55万 | 减仓 |
| CHYM | CHIME FINL INC | $113.11万 | 0.00% | 60,388 | 14,733 | 32.3% | $27.59万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $113.12万 | 0.00% | 92,115 | 20,531 | 28.7% | $25.21万 | 加仓 |
| PSMT | PRICESMART INC | $113.16万 | 0.00% | 7,519 | 1,127 | 17.6% | $16.96万 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC | $113.34万 | 0.00% | 52,766 | 16,672 | 46.2% | $35.81万 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $113.35万 | 0.00% | 237,139 | -309 | -0.1% | -$1,477 | 减仓 |
| — | GLOBAL X FDS | $113.35万 | 0.00% | 27,888 | -1,580 | -5.4% | -$6.42万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $113.39万 | 0.00% | 15,127 | 326 | 2.2% | $2.44万 | 加仓 |
| MAT | MATTEL INC | $113.51万 | 0.00% | 78,119 | 47,610 | 156.1% | $69.18万 | 加仓 |
| BLBD | BLUE BIRD CORP | $113.59万 | 0.00% | 20,002 | 2,176 | 12.2% | $12.36万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $113.67万 | 0.00% | 164,735 | -23,043 | -12.3% | -$15.90万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $113.75万 | 0.00% | 36,078 | 3,605 | 11.1% | $11.37万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $114.17万 | 0.00% | 173,772 | -3,102 | -1.8% | -$2.04万 | 减仓 |
| UAA | UNDER ARMOUR INC | $114.23万 | 0.00% | 193,290 | 4,651 | 2.5% | $2.75万 | 加仓 |
| — | CALAMOS ETF TR | $114.26万 | 0.00% | 44,090 | -1,624 | -3.6% | -$4.21万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $114.33万 | 0.00% | 61,602 | 1,462 | 2.4% | $2.71万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $114.71万 | 0.00% | 17,352 | -187 | -1.1% | -$1.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $114.72万 | 0.00% | 3,900 | 2,300 | 143.8% | $67.66万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $115.06万 | 0.00% | 37,897 | 1,160 | 3.2% | $3.52万 | 加仓 |
| IMAX | IMAX CORP | $115.14万 | 0.00% | 30,292 | 8,432 | 38.6% | $32.05万 | 加仓 |
| — | DBX ETF TR | $115.21万 | 0.00% | 32,785 | 2,440 | 8.0% | $8.57万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $115.36万 | 0.00% | 16,707 | 1,386 | 9.0% | $9.57万 | 加仓 |
| — | ABSOLUTE SHS TR | $115.60万 | 0.00% | 49,111 | -12,512 | -20.3% | -$29.45万 | 减仓 |
| — | ISHARES TR | $115.70万 | 0.00% | 53,243 | -41,986 | -44.1% | -$91.24万 | 减仓 |
| COHU | COHU INC | $115.77万 | 0.00% | 37,807 | 609 | 1.6% | $1.86万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $115.79万 | 0.00% | 21,972 | -2,737 | -11.1% | -$14.42万 | 减仓 |
| FORM | FORMFACTOR INC | $115.89万 | 0.00% | 11,949 | 54 | 0.5% | $5,237 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $116.15万 | 0.00% | 12,522 | 3,009 | 31.6% | $27.91万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $116.23万 | 0.00% | 18,278 | -1,242 | -6.4% | -$7.90万 | 减仓 |
| — | AMPLIFY ETF TR | $116.23万 | 0.00% | 16,840 | 791 | 4.9% | $5.46万 | 加仓 |
| LGN | LEGENCE CORP | $116.26万 | 0.00% | 20,592 | 2,589 | 14.4% | $14.62万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $116.48万 | 0.00% | 103,079 | -59,739 | -36.7% | -$67.50万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $116.66万 | 0.00% | 14,978 | 5,155 | 52.5% | $40.15万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $116.71万 | 0.00% | 55,871 | 55,871 | — | $116.71万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $117.11万 | 0.00% | 12,706 | 548 | 4.5% | $5.05万 | 加仓 |
| — | ALPS ETF TR | $117.23万 | 0.00% | 14,123 | 670 | 5.0% | $5.56万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $117.25万 | 0.00% | 16,300 | 6,100 | 59.8% | $43.88万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $117.27万 | 0.00% | 18,860 | -7,938 | -29.6% | -$49.36万 | 减仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $117.32万 | 0.00% | 21,358 | 1,658 | 8.4% | $9.11万 | 加仓 |
| ARVN | ARVINAS INC | $117.34万 | 0.00% | 110,694 | -545 | -0.5% | -$5,777 | 减仓 |
| — | INNOVATOR ETFS TRUST | $117.34万 | 0.00% | 70,732 | -6,057 | -7.9% | -$10.05万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $117.37万 | 0.00% | 36,047 | 28,667 | 388.4% | $93.34万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $117.55万 | 0.00% | 53,493 | 5,453 | 11.4% | $11.98万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $117.65万 | 0.00% | 31,593 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $117.69万 | 0.00% | 48,194 | 4,834 | 11.1% | $11.80万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $118.02万 | 0.00% | 3,672 | 370 | 11.2% | $11.89万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $118.15万 | 0.00% | 53,558 | 8,968 | 20.1% | $19.78万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $118.16万 | 0.00% | 5,585 | 2,658 | 90.8% | $56.24万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $118.51万 | 0.00% | 21,140 | 323 | 1.6% | $1.81万 | 加仓 |
| — | NUVALENT INC | $118.56万 | 0.00% | 11,572 | 9,033 | 355.8% | $92.54万 | 加仓 |
| EVTC | EVERTEC INC | $118.77万 | 0.00% | 42,088 | 2,598 | 6.6% | $7.33万 | 加仓 |
| — | GLOBAL X FDS | $118.84万 | 0.00% | 27,166 | -2,705 | -9.1% | -$11.83万 | 减仓 |
| SDCI | USCF ETF TR | $118.94万 | 0.00% | 43,664 | 1,751 | 4.2% | $4.77万 | 加仓 |
| — | ROYCE GLOBAL TRUST INC | $119.10万 | 0.00% | 89,133 | 23,124 | 35.0% | $30.90万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $119.19万 | 0.00% | 34,749 | -1,255 | -3.5% | -$4.30万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $119.23万 | 0.00% | 23,675 | 523 | 2.3% | $2.63万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $119.33万 | 0.00% | 48,927 | 1,474 | 3.1% | $3.60万 | 加仓 |