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 |
|---|---|---|---|---|---|---|---|---|
| FET | FORUM ENERGY TECHNOLOGIES IN | $119.71万 | 0.00% | 20,407 | 20,407 | — | $119.71万 | 新建仓 |
| — | MATTHEWS ASIA FDS | $119.82万 | 0.00% | 30,063 | 19,444 | 183.1% | $77.50万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $119.82万 | 0.00% | 15,346 | 1,517 | 11.0% | $11.84万 | 加仓 |
| — | NUSHARES ETF TR | $119.84万 | 0.00% | 46,510 | 46,510 | — | $119.84万 | 新建仓 |
| BNTX | BIONTECH SE | $119.95万 | 0.00% | 13,496 | -7,178 | -34.7% | -$63.80万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $120.02万 | 0.00% | 24,793 | 11,977 | 93.5% | $57.98万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $120.16万 | 0.00% | 91,238 | -11,994 | -11.6% | -$15.80万 | 减仓 |
| TRN | TRINITY INDS INC | $120.23万 | 0.00% | 37,362 | 4,213 | 12.7% | $13.56万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $120.24万 | 0.00% | 65,562 | 9,228 | 16.4% | $16.92万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $120.32万 | 0.00% | 53,332 | 53,332 | — | $120.32万 | 新建仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $120.33万 | 0.00% | 60,712 | 17,144 | 39.3% | $33.98万 | 加仓 |
| — | AMPLIFY ETF TR | $120.68万 | 0.00% | 52,423 | -680 | -1.3% | -$1.57万 | 减仓 |
| — | AUBURN NATL BANCORP | $120.69万 | 0.00% | 50,573 | -992 | -1.9% | -$2.37万 | 减仓 |
| — | TCW ETF TRUST | $120.71万 | 0.00% | 43,885 | -6,338 | -12.6% | -$17.43万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $120.88万 | 0.00% | 101,237 | 71,334 | 238.6% | $85.17万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $120.89万 | 0.00% | 88,696 | 27,436 | 44.8% | $37.40万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $120.97万 | 0.00% | 48,746 | 5,870 | 13.7% | $14.57万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $120.99万 | 0.00% | 52,809 | 5,401 | 11.4% | $12.37万 | 加仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $121.00万 | 0.00% | 35,371 | -4,518 | -11.3% | -$15.46万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II 看跌期权 | $121.19万 | 0.00% | 5,100 | 500 | 10.9% | $11.88万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $121.34万 | 0.00% | 47,491 | 18,164 | 61.9% | $46.41万 | 加仓 |
| — | ALPS ETF TR | $121.46万 | 0.00% | 53,139 | -19,229 | -26.6% | -$43.95万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $121.50万 | 0.00% | 10,856 | 953 | 9.6% | $10.67万 | 加仓 |
| INTA | INTAPP INC | $121.69万 | 0.00% | 47,368 | 2,787 | 6.3% | $7.16万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $121.83万 | 0.00% | 13,157 | -7,453 | -36.2% | -$69.01万 | 减仓 |
| BAC | BANK AMERICA CORP 看跌期权 | $121.88万 | 0.00% | 25,000 | -7,800 | -23.8% | -$38.02万 | 减仓 |
| — | GLOBAL X FDS | $121.97万 | 0.00% | 62,776 | 40,846 | 186.3% | $79.36万 | 加仓 |
| LAND | GLADSTONE LD CORP | $122.03万 | 0.00% | 119,633 | 71,956 | 150.9% | $73.40万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $122.05万 | 0.00% | 81,636 | -16,074 | -16.5% | -$24.03万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $122.27万 | 0.00% | 9,574 | 851 | 9.8% | $10.87万 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $122.34万 | 0.00% | 27,681 | -3,042 | -9.9% | -$13.44万 | 减仓 |
| — | LMP CAP & INCOME FD INC | $122.36万 | 0.00% | 81,959 | 14,787 | 22.0% | $22.08万 | 加仓 |
| — | ARCOSA INC | $122.44万 | 0.00% | 11,536 | 1,497 | 14.9% | $15.89万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $122.56万 | 0.00% | 20,407 | 2,081 | 11.4% | $12.50万 | 加仓 |
| PACS | PACS GROUP INC | $122.74万 | 0.00% | 38,214 | 14,400 | 60.5% | $46.25万 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $122.86万 | 0.00% | 109,892 | 20,312 | 22.7% | $22.71万 | 加仓 |
| CVBF | CVB FINL CORP | $123.26万 | 0.00% | 63,568 | -20,777 | -24.6% | -$40.29万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $123.30万 | 0.00% | 21,715 | 2,331 | 12.0% | $13.24万 | 加仓 |
| UEVM | VICTORY PORTFOLIOS II | $123.56万 | 0.00% | 21,596 | 4,438 | 25.9% | $25.39万 | 加仓 |
| ORCL | ORACLE CORP 看涨期权 | $123.57万 | 0.00% | 8,400 | -3,500 | -29.4% | -$51.49万 | 减仓 |
| FIXT | TCW ETF TRUST | $123.66万 | 0.00% | 32,638 | -1,534 | -4.5% | -$5.81万 | 减仓 |
| KAI | KADANT INC | $123.67万 | 0.00% | 4,230 | 2,169 | 105.2% | $63.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $123.74万 | 0.00% | 31,450 | -1,420 | -4.3% | -$5.59万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $123.74万 | 0.00% | 31,950 | -1,142 | -3.5% | -$4.42万 | 减仓 |
| TFII | TRANSFORCE INC | $123.82万 | 0.00% | 11,398 | 4,531 | 66.0% | $49.22万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $123.97万 | 0.00% | 99,975 | 36,651 | 57.9% | $45.45万 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $124.02万 | 0.00% | 117,669 | -309 | -0.3% | -$3,257 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $124.05万 | 0.00% | 83,648 | -3,280 | -3.8% | -$4.86万 | 减仓 |
| DIOD | DIODES INC | $124.12万 | 0.00% | 18,183 | -449 | -2.4% | -$3.06万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $124.15万 | 0.00% | 37,498 | -320 | -0.8% | -$1.06万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $124.32万 | 0.00% | 118,628 | 23,090 | 24.2% | $24.20万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $124.54万 | 0.00% | 83,862 | -7,565 | -8.3% | -$11.23万 | 减仓 |
| DBEU | DBX ETF TR | $124.62万 | 0.00% | 25,580 | 3,409 | 15.4% | $16.61万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $124.80万 | 0.00% | 8,983 | 3,134 | 53.6% | $43.54万 | 加仓 |
| USB | US BANCORP 看跌期权 | $124.82万 | 0.00% | 24,000 | -3,300 | -12.1% | -$17.16万 | 减仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $125.09万 | 0.00% | 25,560 | 3,849 | 17.7% | $18.84万 | 加仓 |
| BX | BLACKSTONE INC 看跌期权 | $125.34万 | 0.00% | 10,900 | 10,900 | — | $125.34万 | 新建仓 |
| WCLD | WISDOMTREE TR | $125.51万 | 0.00% | 45,939 | -11,838 | -20.5% | -$32.34万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $125.67万 | 0.00% | 47,875 | -8,187 | -14.6% | -$21.49万 | 减仓 |
| ETSY | ETSY INC | $125.72万 | 0.00% | 25,155 | -553 | -2.2% | -$2.76万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $125.75万 | 0.00% | 28,150 | -8,341 | -22.9% | -$37.26万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $125.91万 | 0.00% | 3,746 | -15,729 | -80.8% | -$528.66万 | 重新持有 |
| — | GLOBAL X FDS | $126.05万 | 0.00% | 34,783 | 13,431 | 62.9% | $48.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $126.25万 | 0.00% | 32,966 | -709 | -2.1% | -$2.72万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $126.30万 | 0.00% | 411,385 | -21,747 | -5.0% | -$6.68万 | 减仓 |
| Z | ZILLOW GROUP INC | $126.44万 | 0.00% | 30,555 | 2,329 | 8.3% | $9.64万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $126.49万 | 0.00% | 10,674 | 2,457 | 29.9% | $29.12万 | 加仓 |
| ARDX | ARDELYX INC | $126.58万 | 0.00% | 211,320 | 51,388 | 32.1% | $30.78万 | 加仓 |
| — | AMPLIFY ETF TR | $126.59万 | 0.00% | 85,020 | -2,755 | -3.1% | -$4.10万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $126.63万 | 0.00% | 37,531 | -2,955 | -7.3% | -$9.97万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $126.77万 | 0.00% | 70,232 | 23,891 | 51.6% | $43.12万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $126.82万 | 0.00% | 68,331 | -12,349 | -15.3% | -$22.92万 | 减仓 |
| SBGI | SINCLAIR INC | $126.91万 | 0.00% | 98,077 | 972 | 1.0% | $1.26万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $126.98万 | 0.00% | 37,714 | 1,090 | 3.0% | $3.67万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $127.02万 | 0.00% | 41,360 | -546 | -1.3% | -$1.68万 | 减仓 |
| — | BANCROFT FD LTD | $127.11万 | 0.00% | 59,011 | -6,365 | -9.7% | -$13.71万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $127.20万 | 0.00% | 23,373 | -1,706 | -6.8% | -$9.28万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $127.22万 | 0.00% | 25,277 | 4,722 | 23.0% | $23.77万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $127.40万 | 0.00% | 19,457 | 3,415 | 21.3% | $22.36万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $127.43万 | 0.00% | 21,819 | 3 | 0.0% | $175 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $127.70万 | 0.00% | 117,911 | -10,948 | -8.5% | -$11.86万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $127.81万 | 0.00% | 62,133 | 17,887 | 40.4% | $36.79万 | 加仓 |
| ECH | ISHARES INC | $128.01万 | 0.00% | 32,195 | 5,766 | 21.8% | $22.93万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $128.02万 | 0.00% | 20,843 | 3,768 | 22.1% | $23.14万 | 加仓 |
| BRC | BRADY CORP | $128.02万 | 0.00% | 15,759 | 6,280 | 66.3% | $51.02万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $128.05万 | 0.00% | 124,562 | 3,181 | 2.6% | $3.27万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $128.18万 | 0.00% | 25,554 | -2,151 | -7.8% | -$10.79万 | 减仓 |
| — | TWO RDS SHARED TR | $128.31万 | 0.00% | 34,501 | 34,501 | — | $128.31万 | 新建仓 |
| — | UNITED STS GASOLINE FD LP | $128.41万 | 0.00% | 12,426 | 12,426 | — | $128.41万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $128.52万 | 0.00% | 418,640 | -110,142 | -20.8% | -$33.81万 | 减仓 |
| — | DBX ETF TR | $128.63万 | 0.00% | 21,806 | 1,797 | 9.0% | $10.60万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $128.78万 | 0.00% | 34,123 | 933 | 2.8% | $3.52万 | 加仓 |
| — | HANCOCK JOHN INVT TR II | $128.92万 | 0.00% | 99,864 | -18,830 | -15.9% | -$24.31万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $128.93万 | 0.00% | 22,107 | -14,440 | -39.5% | -$84.21万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $128.96万 | 0.00% | 24,776 | -1,296 | -5.0% | -$6.75万 | 减仓 |
| — | ISHARES TR | $128.98万 | 0.00% | 49,752 | -111,805 | -69.2% | -$289.85万 | 减仓 |
| KRC | KILROY REALTY CORP | $129.02万 | 0.00% | 45,736 | 294 | 0.6% | $8,294 | 加仓 |
| SSD | SIMPSON MFG INC | $129.12万 | 0.00% | 7,524 | -385 | -4.9% | -$6.61万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $129.13万 | 0.00% | 291,492 | 45,155 | 18.3% | $20.00万 | 加仓 |
| GKOS | GLAUKOS CORP | $129.25万 | 0.00% | 12,005 | -651 | -5.1% | -$7.01万 | 减仓 |