LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$4,451.04亿2026Q2 申报市值
6,201持仓数
14.3%前十大占比 · 第一大 2.5%
409 / 211新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$23.93亿
IUSB 加仓+$6.87亿
IALT 新建仓+$6.10亿
GOVT 加仓+$4.95亿
CORO 新建仓+$4.72亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$6.19亿
EFV 减仓-$5.63亿
IAGG 减仓-$3.55亿
IEMG 减仓-$3.45亿
THRO 减仓-$2.28亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BTX | BLACKROCK TECH AND PRIVATE E | $125.43万 | 0.00% | 138,908 | 53,323 | 62.3% | $48.15万 | 加仓 |
| IQSU | NEW YORK LIFE INVESTMENTS ET | $125.47万 | 0.00% | 20,046 | 1,340 | 7.2% | $8.39万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $125.50万 | 0.00% | 24,057 | 2,085 | 9.5% | $10.88万 | 加仓 |
| GROY | GOLD ROYALTY CORP | $125.66万 | 0.00% | 455,280 | 356,702 | 361.8% | $98.45万 | 加仓 |
| — | FULL HSE RESORTS INC | $125.71万 | 0.00% | 450,571 | 7,500 | 1.7% | $2.09万 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $125.82万 | 0.00% | 113,968 | -3,701 | -3.1% | -$4.09万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $126.05万 | 0.00% | 42,115 | 42,115 | — | $126.05万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $126.32万 | 0.00% | 33,811 | 33,811 | — | $126.32万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $126.39万 | 0.00% | 26,276 | 11,602 | 79.1% | $55.81万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $126.46万 | 0.00% | 58,984 | 9,772 | 19.9% | $20.95万 | 加仓 |
| — | HANCOCK JOHN INVS TR | $126.64万 | 0.00% | 95,077 | -4,787 | -4.8% | -$6.38万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $126.68万 | 0.00% | 17,357 | 5 | 0.0% | $365 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $126.77万 | 0.00% | 109,007 | -885 | -0.8% | -$1.03万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $126.88万 | 0.00% | 27,351 | 2,513 | 10.1% | $11.66万 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $126.95万 | 0.00% | 22,605 | -2,171 | -8.8% | -$12.19万 | 减仓 |
| ATEX | ANTERIX INC | $127.16万 | 0.00% | 12,353 | 12,353 | — | $127.16万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $127.24万 | 0.00% | 15,901 | -1,575 | -9.0% | -$12.60万 | 减仓 |
| FSLY | FASTLY INC | $127.30万 | 0.00% | 69,333 | -8,057 | -10.4% | -$14.79万 | 减仓 |
| — | ALPS ETF TR | $127.41万 | 0.00% | 13,325 | -798 | -5.7% | -$7.63万 | 减仓 |
| — | GLOBAL X FDS | $127.42万 | 0.00% | 33,850 | -1,210 | -3.5% | -$4.55万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $127.76万 | 0.00% | 45,281 | 20,903 | 85.7% | $58.98万 | 加仓 |
| PSMR | PACER FDS TR | $128.56万 | 0.00% | 39,938 | -3,287 | -7.6% | -$10.58万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $128.63万 | 0.00% | 56,890 | 3,558 | 6.7% | $8.04万 | 加仓 |
| — | ADVISORSHARES TR | $128.83万 | 0.00% | 8,648 | 326 | 3.9% | $4.86万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $129.00万 | 0.00% | 36,472 | 18,262 | 100.3% | $64.59万 | 加仓 |
| ECO | OKEANIS ECO TANKERS COR | $129.31万 | 0.00% | 25,800 | 18,603 | 258.5% | $93.24万 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $129.34万 | 0.00% | 231,796 | -5,343 | -2.3% | -$2.98万 | 减仓 |
| BAC | BANK OF AMER CORP 看跌期权 | $129.34万 | 0.00% | 22,700 | -2,300 | -9.2% | -$13.11万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $129.35万 | 0.00% | 83,453 | 20,255 | 32.1% | $31.40万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $129.44万 | 0.00% | 28,776 | -153,862 | -84.2% | -$692.12万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $129.70万 | 0.00% | 43,922 | 19,104 | 77.0% | $56.41万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $129.75万 | 0.00% | 14,299 | -2,154 | -13.1% | -$19.54万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $129.76万 | 0.00% | 46,718 | -21,403 | -31.4% | -$59.45万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $129.99万 | 0.00% | 25,110 | 3,592 | 16.7% | $18.60万 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC | $130.00万 | 0.00% | 81,199 | -5,646 | -6.5% | -$9.04万 | 减仓 |
| CRM | SALESFORCE INC 看涨期权 | $130.03万 | 0.00% | 8,300 | 2,300 | 38.3% | $36.03万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $130.16万 | 0.00% | 74,763 | -6,873 | -8.4% | -$11.97万 | 减仓 |
| PGEN | PRECIGEN INC | $130.25万 | 0.00% | 228,512 | 17,368 | 8.2% | $9.90万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $130.25万 | 0.00% | 22,323 | 7,070 | 46.4% | $41.25万 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $130.31万 | 0.00% | 732,084 | -12,060 | -1.6% | -$2.15万 | 减仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $130.40万 | 0.00% | 164,229 | 18,669 | 12.8% | $14.82万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $131.05万 | 0.00% | 25,771 | 25,771 | — | $131.05万 | 新建仓 |
| IAG | IAMGOLD CORP | $131.23万 | 0.00% | 82,846 | 7,122 | 9.4% | $11.28万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $131.35万 | 0.00% | 151,497 | -94,094 | -38.3% | -$81.58万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $131.51万 | 0.00% | 28,853 | -22,421 | -43.7% | -$102.19万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $131.53万 | 0.00% | 6,541 | -1,541 | -19.1% | -$30.99万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $131.61万 | 0.00% | 44,089 | 6,192 | 16.3% | $18.48万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $131.72万 | 0.00% | 110,316 | 7,237 | 7.0% | $8.64万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $131.76万 | 0.00% | 15,776 | -14,376 | -47.7% | -$120.07万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $131.79万 | 0.00% | 25,974 | 25,974 | — | $131.79万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $131.82万 | 0.00% | 43,985 | 13,931 | 46.4% | $41.75万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $131.83万 | 0.00% | 56,800 | -3,912 | -6.4% | -$9.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $131.91万 | 0.00% | 40,951 | 6,051 | 17.3% | $19.49万 | 加仓 |
| STN | STANTEC INC | $132.40万 | 0.00% | 19,214 | 1,517 | 8.6% | $10.45万 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $132.42万 | 0.00% | 285,380 | 18,180 | 6.8% | $8.44万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $132.53万 | 0.00% | 28,037 | 4,519 | 19.2% | $21.36万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $133.05万 | 0.00% | 28,129 | -935 | -3.2% | -$4.42万 | 减仓 |
| UEVM | VICTORY PORTFOLIOS II | $133.16万 | 0.00% | 22,962 | 1,366 | 6.3% | $7.92万 | 加仓 |
| KAI | KADANT INC | $133.42万 | 0.00% | 4,246 | 16 | 0.4% | $5,027 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $133.63万 | 0.00% | 159,655 | -15,576 | -8.9% | -$13.04万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $133.80万 | 0.00% | 245,496 | 3,227 | 1.3% | $1.76万 | 加仓 |
| — | GREENE CNTY BANCORP INC | $133.86万 | 0.00% | 39,852 | -3,047 | -7.1% | -$10.23万 | 减仓 |
| — | PROSHARES TR | $134.59万 | 0.00% | 16,477 | -64,582 | -79.7% | -$527.53万 | 减仓 |
| CBAN | COLONY BANKCORP INC | $134.61万 | 0.00% | 67,003 | 52,733 | 369.5% | $105.94万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $134.83万 | 0.00% | 14,771 | 26 | 0.2% | $2,373 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $135.21万 | 0.00% | 47,184 | -1,325 | -2.7% | -$3.80万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $135.24万 | 0.00% | 91,476 | 2,780 | 3.1% | $4.11万 | 加仓 |
| — | TCW ETF TRUST | $135.38万 | 0.00% | 42,006 | -1,879 | -4.3% | -$6.06万 | 减仓 |
| CVS | CVS HEALTH CORP 看跌期权 | $135.52万 | 0.00% | 13,100 | 6,800 | 107.9% | $70.35万 | 加仓 |
| OPRA | OPERA LTD | $135.58万 | 0.00% | 68,370 | 4,258 | 6.6% | $8.44万 | 加仓 |
| — | VANECK ETF TRUST | $135.81万 | 0.00% | 62,699 | 407 | 0.7% | $8,816 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $136.15万 | 0.00% | 5,030 | 4,099 | 440.3% | $110.95万 | 重新持有 |
| FELE | FRANKLIN ELEC INC | $136.22万 | 0.00% | 12,708 | 2 | 0.0% | $214 | 加仓 |
| CRM | SALESFORCE INC 看跌期权 | $136.29万 | 0.00% | 8,700 | 100 | 1.2% | $1.57万 | 加仓 |
| — | WISDOMTREE TR | $136.70万 | 0.00% | 36,155 | 36,155 | — | $136.70万 | 新建仓 |
| — | AUBURN NATL BANCORP | $136.75万 | 0.00% | 50,573 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $136.96万 | 0.00% | 149,194 | 31,283 | 26.5% | $28.72万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $137.09万 | 0.00% | 35,692 | -4,294 | -10.7% | -$16.49万 | 减仓 |
| CRML | CRITICAL METALS CORP | $137.13万 | 0.00% | 133,789 | 30,430 | 29.4% | $31.19万 | 加仓 |
| — | PROSHARES TR | $137.29万 | 0.00% | 16,713 | 2,031 | 13.8% | $16.68万 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC | $137.55万 | 0.00% | 51,711 | -1,055 | -2.0% | -$2.81万 | 减仓 |
| MIDD | MIDDLEBY CORP | $137.73万 | 0.00% | 8,007 | -200 | -2.4% | -$3.44万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $137.89万 | 0.00% | 160,902 | 109,852 | 215.2% | $94.14万 | 加仓 |
| YORW | YORK WTR CO | $138.37万 | 0.00% | 45,144 | -409 | -0.9% | -$1.25万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $138.47万 | 0.00% | 28,225 | 142 | 0.5% | $6,967 | 加仓 |
| STRA | STRATEGIC ED INC | $138.56万 | 0.00% | 18,084 | -4,413 | -19.6% | -$33.81万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $138.97万 | 0.00% | 40,715 | -2,139 | -5.0% | -$7.30万 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $139.24万 | 0.00% | 92,091 | 21,140 | 29.8% | $31.96万 | 加仓 |
| GRAL | GRAIL INC | $139.33万 | 0.00% | 20,408 | -16,034 | -44.0% | -$109.46万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $139.36万 | 0.00% | 132,350 | -21,094 | -13.7% | -$22.21万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $139.41万 | 0.00% | 49,070 | -218,965 | -81.7% | -$622.09万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $139.44万 | 0.00% | 17,597 | 890 | 5.3% | $7.05万 | 加仓 |
| BOKF | BOK FINL CORP | $139.46万 | 0.00% | 10,042 | 6,725 | 202.7% | $93.39万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $139.94万 | 0.00% | 41,231 | 8,817 | 27.2% | $29.93万 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $140.00万 | 0.00% | 578,525 | 2,834 | 0.5% | $6,858 | 加仓 |
| CE | CELANESE CORP DEL | $140.16万 | 0.00% | 30,470 | 2,645 | 9.5% | $12.17万 | 加仓 |
| SDRL | SEADRILL LTD | $140.18万 | 0.00% | 37,066 | 25 | 0.1% | $945 | 加仓 |
| USO | UNITED STS OIL FD LP | $140.45万 | 0.00% | 13,195 | -1,777 | -11.9% | -$18.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $140.47万 | 0.00% | 47,628 | -465 | -1.0% | -$1.37万 | 减仓 |
| — | BEAZER HOMES USA INC | $140.67万 | 0.00% | 50,151 | 73 | 0.1% | $2,048 | 加仓 |