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 |
|---|---|---|---|---|---|---|---|---|
| — | GABELLI CONV & INC SECS FD I | $359.81万 | 0.00% | 768,825 | 6,832 | 0.9% | $3.20万 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $360.40万 | 0.00% | 100,417 | 54,644 | 119.4% | $196.12万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $360.50万 | 0.00% | 98,597 | -4,931 | -4.8% | -$18.03万 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $360.77万 | 0.00% | 139,996 | -31,564 | -18.4% | -$81.34万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $360.99万 | 0.00% | 19,491 | 978 | 5.3% | $18.11万 | 加仓 |
| — | GLOBAL X FDS | $361.37万 | 0.00% | 52,274 | -10,575 | -16.8% | -$73.11万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $362.00万 | 0.00% | 57,800 | 57,800 | — | $362.00万 | 新建仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $362.78万 | 0.00% | 32,542 | 2,226 | 7.3% | $24.82万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $362.86万 | 0.00% | 206,520 | 15,452 | 8.1% | $27.15万 | 加仓 |
| — | TIDAL TRUST I | $363.05万 | 0.00% | 201,580 | 95,370 | 89.8% | $171.76万 | 加仓 |
| LAD | LITHIA MTRS INC | $363.07万 | 0.00% | 12,499 | 635 | 5.4% | $18.45万 | 加仓 |
| ITRI | ITRON INC | $363.20万 | 0.00% | 41,974 | 18,989 | 82.6% | $164.31万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $363.61万 | 0.00% | 68,577 | -2,156 | -3.0% | -$11.43万 | 减仓 |
| — | WISDOMTREE TR | $363.70万 | 0.00% | 76,854 | -4,646 | -5.7% | -$21.99万 | 减仓 |
| — | ROBINHOOD VENTURES FD I | $363.85万 | 0.00% | 110,997 | 110,997 | — | $363.85万 | 新建仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $364.05万 | 0.00% | 117,929 | -7,000 | -5.6% | -$21.61万 | 减仓 |
| — | BARINGS PARTN INVS | $364.45万 | 0.00% | 216,417 | 16,501 | 8.3% | $27.79万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $364.50万 | 0.00% | 37,341 | -4,179 | -10.1% | -$40.79万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $364.52万 | 0.00% | 10,200 | 1,100 | 12.1% | $39.31万 | 加仓 |
| — | GLOBAL X FDS | $365.04万 | 0.00% | 212,357 | 21,226 | 11.1% | $36.49万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $365.25万 | 0.00% | 150,556 | 3,576 | 2.4% | $8.68万 | 加仓 |
| SSL | SASOL LTD | $365.64万 | 0.00% | 372,339 | 36,009 | 10.7% | $35.36万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $366.37万 | 0.00% | 39,619 | 3,457 | 9.6% | $31.97万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $366.60万 | 0.00% | 124,695 | 77,932 | 166.7% | $229.12万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $366.64万 | 0.00% | 133,957 | 16,542 | 14.1% | $45.28万 | 加仓 |
| MYRG | MYR GROUP INC | $366.69万 | 0.00% | 7,328 | -546 | -6.9% | -$27.32万 | 减仓 |
| — | BNY MELLON ETF TRUST | $367.42万 | 0.00% | 77,173 | -71,161 | -48.0% | -$338.80万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $367.50万 | 0.00% | 77,466 | 9,920 | 14.7% | $47.06万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $367.82万 | 0.00% | 261,423 | -33,046 | -11.2% | -$46.50万 | 减仓 |
| — | GLOBAL X FDS | $368.53万 | 0.00% | 162,061 | 28,135 | 21.0% | $63.98万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $369.41万 | 0.00% | 58,870 | -17,902 | -23.3% | -$112.33万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $369.57万 | 0.00% | 380,999 | 98,136 | 34.7% | $95.19万 | 加仓 |
| CSGP | COSTAR GROUP INC | $370.39万 | 0.00% | 130,787 | 11,946 | 10.1% | $33.83万 | 加仓 |
| FFOX | FUNDX INVT TR | $370.81万 | 0.00% | 122,421 | 122,421 | — | $370.81万 | 新建仓 |
| CCK | CROWN HLDGS INC | $370.90万 | 0.00% | 33,170 | -1,570 | -4.5% | -$17.56万 | 减仓 |
| — | PACER FDS TR | $370.97万 | 0.00% | 92,261 | 6,797 | 8.0% | $27.33万 | 加仓 |
| — | CHART INDS INC | $371.59万 | 0.00% | 17,785 | -1,911 | -9.7% | -$39.93万 | 减仓 |
| — | GABELLI ETFS TRUST | $372.01万 | 0.00% | 66,359 | 66,359 | — | $372.01万 | 新建仓 |
| — | KRANESHARES TRUST | $372.74万 | 0.00% | 144,168 | -506,059 | -77.8% | -$1,308.39万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $373.44万 | 0.00% | 33,866 | -2,215 | -6.1% | -$24.42万 | 减仓 |
| — | STRATEGY INC | $373.79万 | 0.00% | 63,548 | -189,317 | -74.9% | -$1,113.55万 | 减仓 |
| NTSI | WISDOMTREE TR | $374.48万 | 0.00% | 80,359 | 8,490 | 11.8% | $39.56万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $374.57万 | 0.00% | 220,984 | 28,424 | 14.8% | $48.18万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $374.84万 | 0.00% | 73,210 | 73,210 | — | $374.84万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $375.60万 | 0.00% | 280,297 | -743 | -0.3% | -$9,956 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $376.01万 | 0.00% | 143,571 | -15,639 | -9.8% | -$40.96万 | 减仓 |
| — | ARROW ETF TR | $376.04万 | 0.00% | 263,888 | 25,567 | 10.7% | $36.43万 | 加仓 |
| RGEN | REPLIGEN CORP | $376.34万 | 0.00% | 27,583 | -8,191 | -22.9% | -$111.76万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $377.30万 | 0.00% | 797,676 | -39,630 | -4.7% | -$18.74万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $377.43万 | 0.00% | 239,185 | 16,226 | 7.3% | $25.60万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $377.47万 | 0.00% | 91,753 | -188 | -0.2% | -$7,734 | 减仓 |
| — | ISHARES TR | $377.62万 | 0.00% | 25,209 | -9,638 | -27.7% | -$144.37万 | 减仓 |
| PODD | INSULET CORP | $377.72万 | 0.00% | 24,810 | -19,519 | -44.0% | -$297.17万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $379.26万 | 0.00% | 422,807 | 78,841 | 22.9% | $70.72万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $380.09万 | 0.00% | 69,587 | 8,363 | 13.7% | $45.68万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $380.14万 | 0.00% | 75,230 | -1,384 | -1.8% | -$6.99万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $380.18万 | 0.00% | 147,243 | 104,891 | 247.7% | $270.83万 | 加仓 |
| SF | STIFEL FINL CORP | $380.61万 | 0.00% | 54,552 | -20,346 | -27.2% | -$141.96万 | 减仓 |
| ICLR | ICON PUB LTD CO | $381.18万 | 0.00% | 21,944 | 1,956 | 9.8% | $33.98万 | 加仓 |
| MTN | VAIL RESORTS INC | $381.46万 | 0.00% | 28,018 | -1,741 | -5.9% | -$23.70万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $381.59万 | 0.00% | 75,697 | -4,683 | -5.8% | -$23.61万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $382.61万 | 0.00% | 14,345 | 14,345 | — | $382.61万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $382.83万 | 0.00% | 305,531 | 19,197 | 6.7% | $24.05万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $383.34万 | 0.00% | 145,258 | 74,997 | 106.7% | $197.92万 | 加仓 |
| HRB | BLOCK H & R INC | $384.16万 | 0.00% | 100,881 | -3,833 | -3.7% | -$14.60万 | 减仓 |
| — | PUTNAM ETF TRUST | $384.26万 | 0.00% | 430,953 | 16,084 | 3.9% | $14.34万 | 加仓 |
| IBTM | ISHARES TR | $384.37万 | 0.00% | 169,364 | -13,396 | -7.3% | -$30.40万 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $385.77万 | 0.00% | 572,359 | -1,195 | -0.2% | -$8,054 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $386.56万 | 0.00% | 73,142 | -45,544 | -38.4% | -$240.70万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $386.63万 | 0.00% | 44,569 | 4,893 | 12.3% | $42.45万 | 加仓 |
| GHYG | ISHARES INC | $386.90万 | 0.00% | 85,427 | 5,700 | 7.1% | $25.82万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $387.09万 | 0.00% | 100,176 | 4,297 | 4.5% | $16.60万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $387.13万 | 0.00% | 31,461 | 9,102 | 40.7% | $112.00万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $387.32万 | 0.00% | 105,825 | 19,577 | 22.7% | $71.65万 | 加仓 |
| TW | TRADEWEB MKTS INC | $388.04万 | 0.00% | 38,936 | 8,145 | 26.5% | $81.17万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $388.67万 | 0.00% | 6,900 | -3,100 | -31.0% | -$174.62万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $388.88万 | 0.00% | 56,746 | -7,601 | -11.8% | -$52.09万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $389.16万 | 0.00% | 199,465 | 36,157 | 22.1% | $70.54万 | 加仓 |
| LXU | LSB INDS INC | $389.43万 | 0.00% | 360,253 | 170,305 | 89.7% | $184.10万 | 加仓 |
| VSAT | VIASAT INC | $389.79万 | 0.00% | 43,402 | -141,632 | -76.5% | -$1,272.00万 | 减仓 |
| — | PUTNAM ETF TRUST | $389.93万 | 0.00% | 489,248 | 58,944 | 13.7% | $46.98万 | 加仓 |
| U | UNITY SOFTWARE INC | $390.03万 | 0.00% | 136,469 | 58,397 | 74.8% | $166.90万 | 加仓 |
| MFA | MFA FINL INC | $390.34万 | 0.00% | 402,827 | 18,172 | 4.7% | $17.61万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $390.93万 | 0.00% | 67,837 | 1,552 | 2.3% | $8.94万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $390.96万 | 0.00% | 46,912 | 1,751 | 3.9% | $14.59万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $391.04万 | 0.00% | 41,371 | -2,880 | -6.5% | -$27.22万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $391.66万 | 0.00% | 175,161 | 3,159 | 1.8% | $7.06万 | 加仓 |
| — | TWO RDS SHARED TR | $391.87万 | 0.00% | 84,323 | 49,822 | 144.4% | $231.53万 | 加仓 |
| FTS | FORTIS INC | $392.95万 | 0.00% | 68,661 | -3,978 | -5.5% | -$22.77万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $393.08万 | 0.00% | 77,977 | 54,302 | 229.4% | $273.74万 | 加仓 |
| — | WISDOMTREE TR | $393.27万 | 0.00% | 137,029 | 88,923 | 184.8% | $255.21万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $393.78万 | 0.00% | 40,596 | 3,045 | 8.1% | $29.54万 | 加仓 |
| CRBN | ISHARES TR | $395.18万 | 0.00% | 15,622 | 401 | 2.6% | $10.14万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $395.59万 | 0.00% | 67,611 | -10,090 | -13.0% | -$59.04万 | 减仓 |
| — | ISHARES TR | $395.97万 | 0.00% | 75,072 | 15,095 | 25.2% | $79.62万 | 加仓 |
| GMAB | GENMAB A/S | $396.45万 | 0.00% | 144,321 | -44,316 | -23.5% | -$121.74万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $396.50万 | 0.00% | 66,306 | -155 | -0.2% | -$9,269 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $396.53万 | 0.00% | 101,779 | 7,686 | 8.2% | $29.94万 | 加仓 |
| — | AMPLIFY ETF TR | $396.60万 | 0.00% | 57,377 | -2,846 | -4.7% | -$19.67万 | 减仓 |
| — | VANECK ETF TRUST | $396.66万 | 0.00% | 86,080 | -16,679 | -16.2% | -$76.86万 | 减仓 |