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 |
|---|---|---|---|---|---|---|---|---|
| SBS | COMPANHIA DE SANEAMENTO BASI | $248.85万 | 0.00% | 430,538 | -113,062 | -20.8% | -$65.35万 | 减仓 |
| — | PUTNAM ETF TRUST | $248.87万 | 0.00% | 91,462 | 27 | 0.0% | $735 | 加仓 |
| MRP | MILLROSE PPTYS INC | $248.91万 | 0.00% | 82,832 | 9,468 | 12.9% | $28.45万 | 加仓 |
| THO | THOR INDS INC | $249.60万 | 0.00% | 33,209 | -457 | -1.4% | -$3.43万 | 减仓 |
| — | SARATOGA INVT CORP | $249.67万 | 0.00% | 111,909 | -2,086 | -1.8% | -$4.65万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $249.93万 | 0.00% | 540,972 | 33,012 | 6.5% | $15.25万 | 加仓 |
| BBDC | BARINGS BDC INC | $250.25万 | 0.00% | 293,725 | -6,069 | -2.0% | -$5.17万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $250.26万 | 0.00% | 342,818 | 33,255 | 10.7% | $24.28万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $250.37万 | 0.00% | 47,560 | -119 | -0.2% | -$6,264 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $250.67万 | 0.00% | 36,546 | 7,204 | 24.6% | $49.41万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $250.85万 | 0.00% | 251,853 | 33,057 | 15.1% | $32.92万 | 加仓 |
| HDB | HDFC BANK LTD | $251.01万 | 0.00% | 97,177 | -15,557 | -13.8% | -$40.18万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $251.87万 | 0.00% | 134,330 | 1,950 | 1.5% | $3.66万 | 加仓 |
| SM | SM ENERGY COMPANY | $251.89万 | 0.00% | 96,510 | -65,482 | -40.4% | -$170.91万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $252.23万 | 0.00% | 71,789 | -286,401 | -80.0% | -$1,006.25万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $252.44万 | 0.00% | 56,057 | 594 | 1.1% | $2.67万 | 加仓 |
| CEVA | CEVA INC | $252.49万 | 0.00% | 53,538 | 53,538 | — | $252.49万 | 新建仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $252.61万 | 0.00% | 50,080 | 16,294 | 48.2% | $82.19万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $253.22万 | 0.00% | 98,625 | 3,813 | 4.0% | $9.79万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $253.57万 | 0.00% | 33,251 | 2,741 | 9.0% | $20.90万 | 加仓 |
| GSAT | GLOBALSTAR INC | $253.82万 | 0.00% | 31,224 | -15,385 | -33.0% | -$125.06万 | 减仓 |
| AGEM | ABRDN FDS | $253.92万 | 0.00% | 51,422 | 8,583 | 20.0% | $42.38万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $253.95万 | 0.00% | 390,696 | 4,718 | 1.2% | $3.07万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $254.10万 | 0.00% | 23,301 | 2,594 | 12.5% | $28.29万 | 加仓 |
| — | SPDR SERIES TRUST | $254.74万 | 0.00% | 16,658 | -735 | -4.2% | -$11.24万 | 减仓 |
| WING | WINGSTOP INC | $254.78万 | 0.00% | 14,692 | 1,045 | 7.7% | $18.12万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $255.06万 | 0.00% | 118,963 | -12,777 | -9.7% | -$27.39万 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $255.09万 | 0.00% | 196,979 | -883 | -0.4% | -$1.14万 | 减仓 |
| — | THEMES ETF TR | $255.35万 | 0.00% | 50,284 | 50,284 | — | $255.35万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $255.52万 | 0.00% | 323,445 | 113,742 | 54.2% | $89.86万 | 加仓 |
| — | ALPS ETF TR | $255.57万 | 0.00% | 57,405 | -1,055 | -1.8% | -$4.70万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $255.61万 | 0.00% | 27,135 | 27,135 | — | $255.61万 | 新建仓 |
| BB | BLACKBERRY LTD | $255.68万 | 0.00% | 202,121 | 110,106 | 119.7% | $139.28万 | 加仓 |
| — | VIRTUS ETF TR II | $255.78万 | 0.00% | 110,582 | 66,271 | 149.6% | $153.28万 | 加仓 |
| COMT | ISHARES U S ETF TR | $255.94万 | 0.00% | 84,273 | -19,862 | -19.1% | -$60.32万 | 减仓 |
| NBTB | NBT BANCORP INC | $255.98万 | 0.00% | 51,849 | 1,810 | 3.6% | $8.94万 | 加仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $256.38万 | 0.00% | 267,064 | 39,897 | 17.6% | $38.30万 | 加仓 |
| — | CREDIT SUISSE ASSET MGMT | $256.76万 | 0.00% | 1,035,331 | -212,531 | -17.0% | -$52.71万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $256.92万 | 0.00% | 58,550 | 10,990 | 23.1% | $48.22万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $257.31万 | 0.00% | 131,279 | 15,884 | 13.8% | $31.13万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $258.22万 | 0.00% | 115,174 | -6,837 | -5.6% | -$15.33万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $258.25万 | 0.00% | 50,239 | 35,114 | 232.2% | $180.50万 | 加仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $258.53万 | 0.00% | 344,710 | 9,178 | 2.7% | $6.88万 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $258.98万 | 0.00% | 415,028 | -65,557 | -13.6% | -$40.91万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $259.27万 | 0.00% | 151,620 | 11,944 | 8.6% | $20.42万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $259.68万 | 0.00% | 49,833 | 1,341 | 2.8% | $6.99万 | 加仓 |
| ATRC | ATRICURE INC | $259.82万 | 0.00% | 92,858 | 72,073 | 346.8% | $201.66万 | 加仓 |
| EPP | ISHARES INC | $259.82万 | 0.00% | 48,783 | -39,978 | -45.0% | -$212.92万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $259.98万 | 0.00% | 91,607 | 21,753 | 31.1% | $61.74万 | 加仓 |
| COCO | VITA COCO CO INC | $260.72万 | 0.00% | 39,420 | 22,410 | 131.7% | $148.22万 | 加仓 |
| — | CAMBRIA ETF TR | $260.76万 | 0.00% | 73,227 | 25,859 | 54.6% | $92.08万 | 加仓 |
| — | ADVISORSHARES TR | $260.76万 | 0.00% | 38,241 | -29,645 | -43.7% | -$202.15万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $260.91万 | 0.00% | 134,077 | 28,365 | 26.8% | $55.20万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $260.92万 | 0.00% | 61,005 | -3 | -0.0% | -$128 | 减仓 |
| KFY | KORN FERRY | $261.14万 | 0.00% | 39,222 | 465 | 1.2% | $3.10万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $261.44万 | 0.00% | 47,621 | 6,007 | 14.4% | $32.98万 | 加仓 |
| NOV | NOV INC | $261.69万 | 0.00% | 141,075 | 4,672 | 3.4% | $8.67万 | 加仓 |
| — | SURO CAPITAL CORP | $261.71万 | 0.00% | 208,699 | 6,226 | 3.1% | $7.81万 | 加仓 |
| — | QORVO INC | $261.87万 | 0.00% | 28,077 | 453 | 1.6% | $4.23万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $262.08万 | 0.00% | 99,862 | 23,345 | 30.5% | $61.27万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $262.37万 | 0.00% | 73,287 | 8,781 | 13.6% | $31.44万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $262.64万 | 0.00% | 104,340 | 104,340 | — | $262.64万 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $262.76万 | 0.00% | 127,310 | -206,051 | -61.8% | -$425.27万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $263.49万 | 0.00% | 855,472 | 124,954 | 17.1% | $38.49万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $263.53万 | 0.00% | 171,681 | -24,359 | -12.4% | -$37.39万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $263.88万 | 0.00% | 26,414 | 137 | 0.5% | $1.37万 | 加仓 |
| — | WISDOMTREE TR | $264.03万 | 0.00% | 46,897 | 2,151 | 4.8% | $12.11万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $264.14万 | 0.00% | 43,295 | 4,148 | 10.6% | $25.31万 | 加仓 |
| — | DBX ETF TR | $264.31万 | 0.00% | 45,927 | 19,520 | 73.9% | $112.34万 | 加仓 |
| MHK | MOHAWK INDS INC | $264.49万 | 0.00% | 21,799 | 3,498 | 19.1% | $42.44万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $264.98万 | 0.00% | 364,987 | 77,967 | 27.2% | $56.60万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $264.99万 | 0.00% | 59,085 | 3,329 | 6.0% | $14.93万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $265.00万 | 0.00% | 7,500 | -5,600 | -42.7% | -$197.86万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $265.12万 | 0.00% | 49,450 | 3,668 | 8.0% | $19.67万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $266.19万 | 0.00% | 10,066 | -1,884 | -15.8% | -$49.82万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $266.33万 | 0.00% | 99,563 | 87,106 | 699.3% | $233.01万 | 加仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $266.34万 | 0.00% | 157,596 | 1,083 | 0.7% | $1.83万 | 加仓 |
| — | PUTNAM ETF TRUST | $266.65万 | 0.00% | 304,392 | 207,280 | 213.4% | $181.58万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $266.68万 | 0.00% | 182,035 | 89,920 | 97.6% | $131.73万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $266.93万 | 0.00% | 47,786 | 31,375 | 191.2% | $175.26万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $267.15万 | 0.00% | 43,574 | 705 | 1.6% | $4.32万 | 加仓 |
| YOU | CLEAR SECURE INC | $267.59万 | 0.00% | 48,016 | -9,460 | -16.5% | -$52.72万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $267.68万 | 0.00% | 50,015 | -3,427 | -6.4% | -$18.34万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $267.70万 | 0.00% | 31,487 | 8,361 | 36.2% | $71.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $268.47万 | 0.00% | 88,490 | 8,518 | 10.7% | $25.84万 | 加仓 |
| — | NUSHARES ETF TR | $268.60万 | 0.00% | 115,874 | 9,762 | 9.2% | $22.63万 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $268.81万 | 0.00% | 610,942 | 97,448 | 19.0% | $42.88万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $268.98万 | 0.00% | 56,261 | -2,481 | -4.2% | -$11.86万 | 减仓 |
| KSTR | KRANESHARES TRUST | $269.07万 | 0.00% | 83,175 | 83,175 | — | $269.07万 | 新建仓 |
| SSO | PROSHARES TR | $269.12万 | 0.00% | 39,941 | -22,605 | -36.1% | -$152.31万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $269.32万 | 0.00% | 31,367 | -667 | -2.1% | -$5.73万 | 减仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $269.41万 | 0.00% | 47,240 | 16,323 | 52.8% | $93.09万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $269.46万 | 0.00% | 139,472 | 81,275 | 139.7% | $157.02万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $269.51万 | 0.00% | 238,291 | 22,400 | 10.4% | $25.33万 | 加仓 |
| EAT | BRINKER INTL INC | $269.98万 | 0.00% | 16,070 | 812 | 5.3% | $13.64万 | 加仓 |
| MUR | MURPHY OIL CORP | $270.18万 | 0.00% | 82,979 | -25,901 | -23.8% | -$84.33万 | 减仓 |
| — | PACER FDS TR | $270.44万 | 0.00% | 52,711 | -10,006 | -16.0% | -$51.34万 | 减仓 |
| USSG | DBX ETF TR | $270.95万 | 0.00% | 39,008 | 3,271 | 9.2% | $22.72万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $271.87万 | 0.00% | 220,851 | 11,115 | 5.3% | $13.68万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $272.00万 | 0.00% | 6,625 | 1,608 | 32.1% | $66.02万 | 加仓 |