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 |
|---|---|---|---|---|---|---|---|---|
| — | ALPS ETF TR | $240.80万 | 0.00% | 46,008 | 3,253 | 7.6% | $17.03万 | 加仓 |
| VMI | VALMONT INDS INC | $241.29万 | 0.00% | 6,039 | 771 | 14.6% | $30.81万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $241.86万 | 0.00% | 94,812 | 70,572 | 291.1% | $180.03万 | 加仓 |
| — | WISDOMTREE TR | $242.17万 | 0.00% | 44,746 | 1,700 | 3.9% | $9.20万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $242.22万 | 0.00% | 17,937 | 17 | 0.1% | $2,296 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $242.57万 | 0.00% | 45,925 | -2,552 | -5.3% | -$13.48万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $242.66万 | 0.00% | 209,736 | -19,431 | -8.5% | -$22.48万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $242.93万 | 0.00% | 48,830 | -8,152 | -14.3% | -$40.56万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $243.05万 | 0.00% | 132,380 | 22,032 | 20.0% | $40.45万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $243.06万 | 0.00% | 207,211 | 79,893 | 62.8% | $93.71万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $243.11万 | 0.00% | 26,277 | 1,929 | 7.9% | $17.85万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $243.18万 | 0.00% | 76,520 | 6,461 | 9.2% | $20.53万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $243.86万 | 0.00% | 52,601 | 3,399 | 6.9% | $15.76万 | 加仓 |
| NIO | NIO INC | $243.93万 | 0.00% | 404,534 | 1,384 | 0.3% | $8,346 | 加仓 |
| VAL | VALARIS LTD | $243.94万 | 0.00% | 24,882 | -29,237 | -54.0% | -$286.64万 | 减仓 |
| KFY | KORN FERRY | $243.98万 | 0.00% | 38,757 | -319 | -0.8% | -$2.01万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $244.36万 | 0.00% | 245,591 | 123,347 | 100.9% | $122.73万 | 加仓 |
| — | UBS AG | $244.61万 | 0.00% | 14,733 | -518 | -3.4% | -$8.60万 | 减仓 |
| FRO | FRONTLINE PLC | $244.74万 | 0.00% | 70,208 | 286 | 0.4% | $9,970 | 加仓 |
| EWH | ISHARES INC | $245.07万 | 0.00% | 106,136 | -30,719 | -22.4% | -$70.93万 | 减仓 |
| VCEL | VERICEL CORP | $245.40万 | 0.00% | 76,283 | -25,739 | -25.2% | -$82.80万 | 减仓 |
| — | SSGA ACTIVE ETF TR | $245.55万 | 0.00% | 73,281 | 9,266 | 14.5% | $31.05万 | 加仓 |
| — | KRANESHARES TRUST | $245.85万 | 0.00% | 60,633 | 21,446 | 54.7% | $86.96万 | 加仓 |
| VNM | VANECK ETF TRUST | $246.40万 | 0.00% | 142,348 | 46,145 | 48.0% | $79.88万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $246.71万 | 0.00% | 30,510 | -1,240 | -3.9% | -$10.03万 | 减仓 |
| BBDC | BARINGS BDC INC | $246.73万 | 0.00% | 299,794 | 20,468 | 7.3% | $16.85万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $246.77万 | 0.00% | 31,103 | -1,878 | -5.7% | -$14.90万 | 减仓 |
| — | MFS INTER INCOME TR | $246.85万 | 0.00% | 983,464 | -65,301 | -6.2% | -$16.39万 | 减仓 |
| — | NUSHARES ETF TR | $247.29万 | 0.00% | 106,112 | -21,286 | -16.7% | -$49.61万 | 减仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $247.62万 | 0.00% | 335,532 | 21,893 | 7.0% | $16.16万 | 加仓 |
| DBJP | DBX ETF TR | $247.76万 | 0.00% | 24,526 | 1,961 | 8.7% | $19.81万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $247.83万 | 0.00% | 55,756 | -21,314 | -27.7% | -$94.74万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $248.00万 | 0.00% | 42,869 | -4,194 | -8.9% | -$24.26万 | 减仓 |
| ESN | NORTHERN LTS FD TR II | $248.15万 | 0.00% | 141,679 | 28,906 | 25.6% | $50.63万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $248.36万 | 0.00% | 951,562 | 130,415 | 15.9% | $34.04万 | 加仓 |
| GREK | GLOBAL X FDS | $248.53万 | 0.00% | 38,912 | -6,506 | -14.3% | -$41.55万 | 减仓 |
| TY | TRI CONTL CORP | $248.58万 | 0.00% | 78,691 | -2,612 | -3.2% | -$8.25万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $248.83万 | 0.00% | 59,410 | -6,333 | -9.6% | -$26.53万 | 减仓 |
| — | SARATOGA INVT CORP | $249.31万 | 0.00% | 113,995 | 268 | 0.2% | $5,861 | 加仓 |
| HEEM | ISHARES INC | $249.94万 | 0.00% | 67,698 | 12,425 | 22.5% | $45.87万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $250.11万 | 0.00% | 385,978 | 38,746 | 11.2% | $25.11万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $250.57万 | 0.00% | 287,020 | 58,052 | 25.4% | $50.68万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $250.91万 | 0.00% | 48,492 | 6,836 | 16.4% | $35.37万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $250.92万 | 0.00% | 29,645 | -8,164 | -21.6% | -$69.10万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $251.27万 | 0.00% | 69,315 | 3,001 | 4.5% | $10.88万 | 加仓 |
| EFA | ISHARES TR 看跌期权 | $251.57万 | 0.00% | 25,900 | 17,500 | 208.3% | $169.98万 | 加仓 |
| — | ISHARES TR | $251.64万 | 0.00% | 95,972 | 60,034 | 167.0% | $157.41万 | 加仓 |
| — | GABELLI HEALTHCARE & WELLNES | $251.80万 | 0.00% | 278,227 | -13,333 | -4.6% | -$12.07万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $252.18万 | 0.00% | 57,366 | -543 | -0.9% | -$2.39万 | 减仓 |
| — | PUTNAM ETF TRUST | $252.18万 | 0.00% | 91,435 | 2,829 | 3.2% | $7.80万 | 加仓 |
| — | ISHARES INC | $252.35万 | 0.00% | 65,290 | 34,553 | 112.4% | $133.55万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $252.73万 | 0.00% | 58,742 | -6,532 | -10.0% | -$28.10万 | 减仓 |
| GEN | GEN DIGITAL INC | $252.95万 | 0.00% | 134,335 | -2,254 | -1.7% | -$4.24万 | 减仓 |
| THG | HANOVER INS GROUP INC | $253.24万 | 0.00% | 14,608 | -5,768 | -28.3% | -$99.99万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $253.45万 | 0.00% | 136,485 | -190,581 | -58.3% | -$353.91万 | 减仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $253.54万 | 0.00% | 122,011 | 2,298 | 1.9% | $4.78万 | 加仓 |
| LCII | LCI INDS | $253.79万 | 0.00% | 20,637 | -2,290 | -10.0% | -$28.16万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $254.50万 | 0.00% | 80,613 | 43,968 | 120.0% | $138.81万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $255.26万 | 0.00% | 122,132 | -40,097 | -24.7% | -$83.80万 | 减仓 |
| SMTC | SEMTECH CORP | $255.80万 | 0.00% | 33,269 | 6,678 | 25.1% | $51.35万 | 加仓 |
| — | EA SERIES TRUST | $255.89万 | 0.00% | 35,529 | 3,587 | 11.2% | $25.83万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $256.45万 | 0.00% | 102,786 | 11,516 | 12.6% | $28.73万 | 加仓 |
| NOV | NOV INC | $256.57万 | 0.00% | 136,403 | 12,504 | 10.1% | $23.52万 | 加仓 |
| EC | ECOPETROL S A | $256.63万 | 0.00% | 171,202 | 51,418 | 42.9% | $77.08万 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $256.87万 | 0.00% | 66,720 | 12,297 | 22.6% | $47.34万 | 加仓 |
| WDFC | WD 40 CO | $257.20万 | 0.00% | 12,612 | 1,126 | 9.8% | $22.96万 | 加仓 |
| GME | GAMESTOP CORP | $257.27万 | 0.00% | 111,661 | 718 | 0.6% | $1.65万 | 加仓 |
| OALC | UNIFIED SER TR | $257.33万 | 0.00% | 75,086 | 16,569 | 28.3% | $56.78万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $258.39万 | 0.00% | 45,774 | 397 | 0.9% | $2.24万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $258.54万 | 0.00% | 44,901 | 7,853 | 21.2% | $45.22万 | 加仓 |
| — | DBX ETF TR | $258.59万 | 0.00% | 104,969 | 7,237 | 7.4% | $17.83万 | 加仓 |
| UPST | UPSTART HLDGS INC | $258.74万 | 0.00% | 100,871 | -5,810 | -5.4% | -$14.90万 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $259.20万 | 0.00% | 197,862 | -138,823 | -41.2% | -$181.86万 | 减仓 |
| M | MACYS INC | $259.29万 | 0.00% | 143,332 | -173 | -0.1% | -$3,130 | 减仓 |
| WSBC | WESBANCO INC | $259.52万 | 0.00% | 75,244 | -4,920 | -6.1% | -$16.97万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $259.52万 | 0.00% | 171,640 | -5,177 | -2.9% | -$7.83万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $259.81万 | 0.00% | 156,513 | 11,486 | 7.9% | $19.07万 | 加仓 |
| — | ISHARES TR | $261.13万 | 0.00% | 59,977 | 5,794 | 10.7% | $25.23万 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $261.13万 | 0.00% | 241,340 | 115,904 | 92.4% | $125.41万 | 加仓 |
| — | GLOBAL X FDS | $261.16万 | 0.00% | 133,926 | -22,978 | -14.6% | -$44.81万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $261.68万 | 0.00% | 9,100 | -900 | -9.0% | -$25.88万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $262.07万 | 0.00% | 44,007 | 8,405 | 23.6% | $50.05万 | 加仓 |
| — | AMPLIFY ETF TR | $262.11万 | 0.00% | 39,667 | 277 | 0.7% | $1.83万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $262.30万 | 0.00% | 52,681 | -3,560 | -6.3% | -$17.73万 | 减仓 |
| RH | RH | $262.67万 | 0.00% | 18,786 | 4,976 | 36.0% | $69.58万 | 加仓 |
| FDUS | FIDUS INVT CORP | $264.34万 | 0.00% | 151,746 | 55,951 | 58.4% | $97.47万 | 加仓 |
| MORN | MORNINGSTAR INC | $264.51万 | 0.00% | 15,647 | 5,463 | 53.6% | $92.35万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $265.81万 | 0.00% | 44,554 | 1,520 | 3.5% | $9.07万 | 加仓 |
| BCPC | BALCHEM CORP | $266.05万 | 0.00% | 15,699 | -4,093 | -20.7% | -$69.36万 | 减仓 |
| — | GLADSTONE INVT CORP | $266.16万 | 0.00% | 187,438 | -6,495 | -3.3% | -$9.22万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $266.38万 | 0.00% | 107,586 | 41,536 | 62.9% | $102.84万 | 加仓 |
| CENX | CENTURY ALUM CO | $267.93万 | 0.00% | 45,651 | -22,873 | -33.4% | -$134.24万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $268.54万 | 0.00% | 44,847 | -2,917 | -6.1% | -$17.47万 | 减仓 |
| NOK | NOKIA CORP | $268.74万 | 0.00% | 334,251 | -29,219 | -8.0% | -$23.49万 | 减仓 |
| THO | THOR INDS INC | $268.96万 | 0.00% | 33,666 | -1,422 | -4.1% | -$11.36万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $269.44万 | 0.00% | 287,248 | 2,105 | 0.7% | $1.97万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $270.34万 | 0.00% | 56,890 | 3,847 | 7.3% | $18.28万 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $270.60万 | 0.00% | 193,287 | 132,822 | 219.7% | $185.95万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $270.78万 | 0.00% | 76,170 | 450 | 0.6% | $1.60万 | 加仓 |
| TECB | ISHARES TR | $270.92万 | 0.00% | 48,832 | -5,752 | -10.5% | -$31.91万 | 减仓 |