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 |
|---|---|---|---|---|---|---|---|---|
| SMG | SCOTTS MIRACLE-GRO CO | $327.99万 | 0.00% | 53,937 | 1,760 | 3.4% | $10.70万 | 加仓 |
| BAX | BAXTER INTL INC | $328.92万 | 0.00% | 195,785 | 30,611 | 18.5% | $51.43万 | 加仓 |
| — | ETF SER SOLUTIONS | $329.26万 | 0.00% | 74,225 | 4,740 | 6.8% | $21.03万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $329.56万 | 0.00% | 151,315 | 151,315 | — | $329.56万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $329.86万 | 0.00% | 83,387 | 50,922 | 156.9% | $201.44万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $330.28万 | 0.00% | 245,742 | 72,151 | 41.6% | $96.97万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $330.31万 | 0.00% | 237,974 | -25,770 | -9.8% | -$35.77万 | 减仓 |
| XTN | SPDR SERIES TRUST | $330.71万 | 0.00% | 35,560 | -30,058 | -45.8% | -$279.54万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $330.82万 | 0.00% | 666,967 | 161,094 | 31.8% | $79.90万 | 加仓 |
| PSN | PARSONS CORP DEL | $331.18万 | 0.00% | 61,137 | 12,386 | 25.4% | $67.09万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $331.47万 | 0.00% | 78,177 | 23,840 | 43.9% | $101.08万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $331.70万 | 0.00% | 108,720 | 40,383 | 59.1% | $123.21万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $331.88万 | 0.00% | 61,284 | -24,970 | -28.9% | -$135.22万 | 减仓 |
| — | GLOBAL X FDS | $332.21万 | 0.00% | 78,797 | -13,262 | -14.4% | -$55.91万 | 减仓 |
| HRB | BLOCK H & R INC | $332.36万 | 0.00% | 104,714 | 39,348 | 60.2% | $124.89万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $332.94万 | 0.00% | 124,929 | -3,711 | -2.9% | -$9.89万 | 减仓 |
| GLNG | GOLAR LNG LTD | $333.30万 | 0.00% | 61,597 | 1,631 | 2.7% | $8.83万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $334.40万 | 0.00% | 22,359 | -19,947 | -47.1% | -$298.33万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $334.53万 | 0.00% | 19,828 | -44 | -0.2% | -$7,423 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $334.92万 | 0.00% | 41,443 | 2,517 | 6.5% | $20.34万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $334.95万 | 0.00% | 574,520 | -12,486 | -2.1% | -$7.28万 | 减仓 |
| PTRB | PGIM ETF TR | $335.42万 | 0.00% | 80,804 | -6,576 | -7.5% | -$27.30万 | 减仓 |
| — | PUTNAM ETF TRUST | $335.64万 | 0.00% | 430,304 | 54,606 | 14.5% | $42.59万 | 加仓 |
| — | PACER FDS TR | $335.73万 | 0.00% | 104,873 | 990 | 1.0% | $3.17万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $335.91万 | 0.00% | 419,885 | -77,843 | -15.6% | -$62.27万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $336.31万 | 0.00% | 35,976 | -3,411 | -8.7% | -$31.89万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $336.68万 | 0.00% | 25,227 | 5,469 | 27.7% | $72.99万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $336.91万 | 0.00% | 230,759 | -3,740 | -1.6% | -$5.46万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $336.93万 | 0.00% | 161,999 | 64,497 | 66.1% | $134.14万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $337.00万 | 0.00% | 49,829 | 45,658 | 1,094.7% | $308.79万 | 加仓 |
| — | OPTEX SYS HLDGS INC | $338.39万 | 0.00% | 255,872 | 210,171 | 459.9% | $277.95万 | 加仓 |
| — | SPDR SERIES TRUST | $338.67万 | 0.00% | 37,497 | 9,266 | 32.8% | $83.69万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $338.97万 | 0.00% | 11,677 | 492 | 4.4% | $14.28万 | 加仓 |
| CRBN | ISHARES TR | $339.13万 | 0.00% | 15,221 | -478 | -3.0% | -$10.65万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $339.43万 | 0.00% | 70,733 | -5,805 | -7.6% | -$27.86万 | 减仓 |
| KT | KT CORP | $339.67万 | 0.00% | 158,356 | 65,002 | 69.6% | $139.43万 | 加仓 |
| FIVE | FIVE BELOW INC | $340.08万 | 0.00% | 14,885 | 2,178 | 17.1% | $49.76万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $340.74万 | 0.00% | 85,014 | 3,458 | 4.2% | $13.86万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $340.74万 | 0.00% | 286,334 | 20,244 | 7.6% | $24.09万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $341.86万 | 0.00% | 31,492 | -3,170 | -9.1% | -$34.41万 | 减仓 |
| — | NEOS ETF TRUST | $342.07万 | 0.00% | 60,149 | 60,149 | — | $342.07万 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $342.10万 | 0.00% | 98,247 | 24,785 | 33.7% | $86.30万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $342.60万 | 0.00% | 40,824 | 40,824 | — | $342.60万 | 新建仓 |
| — | BARINGS PARTN INVS | $342.66万 | 0.00% | 199,916 | 37,310 | 22.9% | $63.95万 | 加仓 |
| — | ETFIS SER TR I | $342.69万 | 0.00% | 74,352 | 2,101 | 2.9% | $9.68万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $343.53万 | 0.00% | 103,528 | -6,352 | -5.8% | -$21.08万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $343.54万 | 0.00% | 76,614 | -10,487 | -12.0% | -$47.02万 | 减仓 |
| AGCO | AGCO CORP | $343.89万 | 0.00% | 29,679 | -644 | -2.1% | -$7.46万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $344.10万 | 0.00% | 325,854 | -27,419 | -7.8% | -$28.95万 | 减仓 |
| — | PROSHARES TR | $344.24万 | 0.00% | 140,965 | 95,521 | 210.2% | $233.26万 | 重新持有 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $344.29万 | 0.00% | 73,660 | -2,627 | -3.4% | -$12.28万 | 减仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $344.38万 | 0.00% | 91,941 | 35,579 | 63.1% | $133.27万 | 加仓 |
| ULS | UL SOLUTIONS INC | $344.51万 | 0.00% | 40,195 | 538 | 1.4% | $4.61万 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $344.71万 | 0.00% | 573,554 | 15,944 | 2.9% | $9.58万 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $344.81万 | 0.00% | 573,727 | -9,439 | -1.6% | -$5.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $345.31万 | 0.00% | 35,100 | 35,100 | — | $345.31万 | 新建仓 |
| — | VANECK ETF TRUST | $345.51万 | 0.00% | 120,094 | -50,631 | -29.7% | -$145.66万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $346.28万 | 0.00% | 73,473 | 8,000 | 12.2% | $37.70万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $346.47万 | 0.00% | 400,085 | -370,702 | -48.1% | -$321.03万 | 减仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $346.66万 | 0.00% | 77,920 | 3,713 | 5.0% | $16.52万 | 加仓 |
| — | GLOBAL X FDS | $346.81万 | 0.00% | 134,787 | -33,346 | -19.8% | -$85.80万 | 减仓 |
| SXI | STANDEX INTL CORP | $346.89万 | 0.00% | 13,611 | 335 | 2.5% | $8.54万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $347.19万 | 0.00% | 15,179 | 1,048 | 7.4% | $23.97万 | 加仓 |
| — | NUSHARES ETF TR | $347.34万 | 0.00% | 163,993 | -10,975 | -6.3% | -$23.25万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $347.60万 | 0.00% | 21,092 | -5,145 | -19.6% | -$84.79万 | 减仓 |
| SMTH | ALPS ETF TR | $347.90万 | 0.00% | 135,082 | 39,723 | 41.7% | $102.31万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $347.92万 | 0.00% | 66,285 | 37,869 | 133.3% | $198.77万 | 加仓 |
| CCK | CROWN HLDGS INC | $348.27万 | 0.00% | 34,740 | -8,845 | -20.3% | -$88.67万 | 减仓 |
| AUR | AURORA INNOVATION INC | $348.55万 | 0.00% | 845,986 | 45,401 | 5.7% | $18.71万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $348.88万 | 0.00% | 44,251 | 2,397 | 5.7% | $18.90万 | 加仓 |
| QVML | INVESCO EXCH TRADED FD TR II | $348.98万 | 0.00% | 91,201 | 12,671 | 16.1% | $48.49万 | 加仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $349.15万 | 0.00% | 222,959 | 64,851 | 41.0% | $101.56万 | 加仓 |
| — | GATES INDL CORP PLC | $349.78万 | 0.00% | 154,700 | 2,947 | 1.9% | $6.66万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $349.78万 | 0.00% | 108,797 | -12,915 | -10.6% | -$41.52万 | 减仓 |
| SUI | SUN CMNTYS INC | $350.20万 | 0.00% | 27,803 | -154 | -0.6% | -$1.94万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $350.88万 | 0.00% | 172,002 | -4,073 | -2.3% | -$8.31万 | 减仓 |
| LKQ | LKQ CORP | $351.19万 | 0.00% | 119,574 | 8,507 | 7.7% | $24.98万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $351.38万 | 0.00% | 121,375 | -128,874 | -51.5% | -$373.09万 | 减仓 |
| COMT | ISHARES U S ETF TR | $352.08万 | 0.00% | 104,135 | 37,898 | 57.2% | $128.13万 | 加仓 |
| — | GLOBAL X FDS | $352.17万 | 0.00% | 84,763 | 569 | 0.7% | $2.36万 | 加仓 |
| MDU | MDU RES GROUP INC | $352.28万 | 0.00% | 170,021 | 13,492 | 8.6% | $27.96万 | 加仓 |
| — | ADVISORSHARES TR | $352.33万 | 0.00% | 43,162 | 26,561 | 160.0% | $216.82万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $352.93万 | 0.00% | 680,021 | -10,034 | -1.5% | -$5.21万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $353.86万 | 0.00% | 90,150 | 21,505 | 31.3% | $84.41万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $353.99万 | 0.00% | 665,396 | 131,822 | 24.7% | $70.13万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $354.31万 | 0.00% | 145,746 | 5,455 | 3.9% | $13.26万 | 加仓 |
| FIG | FIGMA INC | $354.76万 | 0.00% | 167,816 | 4,302 | 2.6% | $9.09万 | 加仓 |
| LYFT | LYFT INC | $355.22万 | 0.00% | 267,081 | -107,480 | -28.7% | -$142.95万 | 减仓 |
| IEZ | ISHARES TR | $355.38万 | 0.00% | 122,757 | 36,031 | 41.5% | $104.31万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $355.57万 | 0.00% | 622,706 | -13,761 | -2.2% | -$7.86万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $356.23万 | 0.00% | 262,516 | 21,438 | 8.9% | $29.09万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $356.37万 | 0.00% | 470,765 | 65,353 | 16.1% | $49.47万 | 加仓 |
| TCBK | TRICO BANCSHARES | $356.54万 | 0.00% | 74,999 | 445 | 0.6% | $2.12万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $357.29万 | 0.00% | 89,705 | 8,085 | 9.9% | $32.20万 | 加仓 |
| PDD | PDD HOLDINGS INC | $359.05万 | 0.00% | 35,139 | -3,692 | -9.5% | -$37.72万 | 减仓 |
| GHYG | ISHARES INC | $359.65万 | 0.00% | 79,727 | 4,396 | 5.8% | $19.83万 | 加仓 |
| BWA | BORGWARNER INC | $359.66万 | 0.00% | 66,284 | 32,891 | 98.5% | $178.47万 | 加仓 |
| — | INVESCO CALIF VALUE MUN INCO | $360.40万 | 0.00% | 345,208 | 19,162 | 5.9% | $20.01万 | 加仓 |
| ESAB | ESAB CORPORATION | $361.42万 | 0.00% | 37,391 | -4,422 | -10.6% | -$42.74万 | 减仓 |
| — | PUTNAM ETF TRUST | $362.18万 | 0.00% | 414,869 | 33,167 | 8.7% | $28.95万 | 加仓 |