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 |
|---|---|---|---|---|---|---|---|---|
| OVV | OVINTIV INC | $499.65万 | 0.00% | 84,172 | -152 | -0.2% | -$9,023 | 减仓 |
| — | WISDOMTREE TR | $500.16万 | 0.00% | 160,309 | 29,683 | 22.7% | $92.61万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $500.27万 | 0.00% | 68,643 | 8,928 | 15.0% | $65.07万 | 加仓 |
| NN | NEXTNAV INC | $500.61万 | 0.00% | 312,491 | -72,632 | -18.9% | -$116.36万 | 减仓 |
| SH | PROSHARES TR | $500.73万 | 0.00% | 132,014 | 29,734 | 29.1% | $112.78万 | 加仓 |
| ERO | ERO COPPER CORP | $500.74万 | 0.00% | 187,755 | -90,512 | -32.5% | -$241.40万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $500.96万 | 0.00% | 20,200 | 11,700 | 137.6% | $290.16万 | 加仓 |
| — | PROSHARES TR | $501.11万 | 0.00% | 78,642 | -966 | -1.2% | -$6.16万 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $501.83万 | 0.00% | 179,038 | 34,752 | 24.1% | $97.41万 | 加仓 |
| — | SIREN ETF TR | $501.86万 | 0.00% | 65,431 | -6,853 | -9.5% | -$52.56万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $502.16万 | 0.00% | 139,256 | 2,155 | 1.6% | $7.77万 | 加仓 |
| IT | GARTNER INC | $502.36万 | 0.00% | 31,727 | 13,704 | 76.0% | $216.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $502.72万 | 0.00% | 69,744 | 17,529 | 33.6% | $126.35万 | 加仓 |
| — | FLEXSHARES TR | $502.81万 | 0.00% | 132,619 | -12,244 | -8.5% | -$46.42万 | 减仓 |
| FTV | FORTIVE CORP | $503.43万 | 0.00% | 91,069 | -7,629 | -7.7% | -$42.17万 | 减仓 |
| — | RBB FUND TRUST | $504.99万 | 0.00% | 368,067 | 150,508 | 69.2% | $206.50万 | 加仓 |
| SM | SM ENERGY COMPANY | $505.09万 | 0.00% | 161,992 | 119,711 | 283.1% | $373.26万 | 加仓 |
| XRT | SPDR SERIES TRUST | $505.80万 | 0.00% | 62,855 | -6,882 | -9.9% | -$55.38万 | 减仓 |
| GMAB | GENMAB A/S | $506.11万 | 0.00% | 188,637 | -249,381 | -56.9% | -$669.09万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $506.16万 | 0.00% | 55,397 | -4,160 | -7.0% | -$38.01万 | 减仓 |
| — | VANECK ETF TRUST | $507.63万 | 0.00% | 102,759 | 74,097 | 258.5% | $366.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $508.18万 | 0.00% | 5,100 | -4,400 | -46.3% | -$438.43万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $511.26万 | 0.00% | 481,866 | 46,023 | 10.6% | $48.83万 | 加仓 |
| HUT | HUT 8 CORP | $512.04万 | 0.00% | 109,153 | 51,127 | 88.1% | $239.84万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $512.55万 | 0.00% | 231,713 | 16,933 | 7.9% | $37.46万 | 加仓 |
| OTTR | OTTER TAIL CORP | $512.91万 | 0.00% | 58,438 | -5,610 | -8.8% | -$49.24万 | 减仓 |
| FUND | SPROTT FOCUS TR INC | $513.38万 | 0.00% | 538,130 | 12,311 | 2.3% | $11.74万 | 加仓 |
| AXTI | AXT INC | $513.69万 | 0.00% | 90,152 | 90,152 | — | $513.69万 | 新建仓 |
| DFJ | WISDOMTREE TR | $513.84万 | 0.00% | 50,347 | -539 | -1.1% | -$5.50万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $513.92万 | 0.00% | 59,995 | -20,938 | -25.9% | -$179.35万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $513.94万 | 0.00% | 96,370 | -6,759 | -6.6% | -$36.05万 | 减仓 |
| GNTX | GENTEX CORP | $514.32万 | 0.00% | 235,385 | 32,686 | 16.1% | $71.42万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $515.85万 | 0.00% | 307,054 | -25,271 | -7.6% | -$42.46万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $517.02万 | 0.00% | 94,140 | 7,109 | 8.2% | $39.04万 | 加仓 |
| MOS | MOSAIC CO | $517.33万 | 0.00% | 202,876 | -269,755 | -57.1% | -$687.87万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $518.06万 | 0.00% | 140,969 | -8,370 | -5.6% | -$30.76万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $518.14万 | 0.00% | 51,845 | 7,935 | 18.1% | $79.30万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $519.86万 | 0.00% | 125,965 | -199,127 | -61.3% | -$821.80万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $519.92万 | 0.00% | 145,473 | 6,349 | 4.6% | $22.69万 | 加仓 |
| HLNE | HAMILTON LANE INC | $520.10万 | 0.00% | 52,323 | -897 | -1.7% | -$8.92万 | 减仓 |
| DT | DYNATRACE INC | $520.50万 | 0.00% | 140,753 | -101,212 | -41.8% | -$374.28万 | 减仓 |
| GVA | GRANITE CONSTR INC | $521.52万 | 0.00% | 43,504 | -3,957 | -8.3% | -$47.44万 | 减仓 |
| — | HOLOGIC INC | $521.81万 | 0.00% | 69,033 | -158,110 | -69.6% | -$1,195.14万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $522.76万 | 0.00% | 558,509 | -18,453 | -3.2% | -$17.27万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $523.20万 | 0.00% | 171,767 | -945 | -0.5% | -$2.88万 | 减仓 |
| BURL | BURLINGTON STORES INC | $523.58万 | 0.00% | 16,091 | -4,958 | -23.6% | -$161.33万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $524.12万 | 0.00% | 111,488 | 8,331 | 8.1% | $39.17万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $524.84万 | 0.00% | 55,510 | 9,841 | 21.5% | $93.05万 | 加仓 |
| GDDY | GODADDY INC | $525.10万 | 0.00% | 63,518 | 12,101 | 23.5% | $100.04万 | 加仓 |
| NEXA | NEXA RES S A | $525.14万 | 0.00% | 495,882 | 309,296 | 165.8% | $327.54万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $525.23万 | 0.00% | 48,448 | 19,523 | 67.5% | $211.65万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $525.66万 | 0.00% | 423,921 | 30,794 | 7.8% | $38.18万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $525.87万 | 0.00% | 101,553 | -567 | -0.6% | -$2.94万 | 减仓 |
| — | COLUMBIA ETF TR I | $527.40万 | 0.00% | 135,086 | 45,420 | 50.7% | $177.33万 | 加仓 |
| IXG | ISHARES TR | $527.48万 | 0.00% | 46,270 | -5,853 | -11.2% | -$66.72万 | 减仓 |
| ATR | APTARGROUP INC | $528.20万 | 0.00% | 41,914 | 390 | 0.9% | $4.91万 | 加仓 |
| — | ENERGY TRANSFER L P | $531.03万 | 0.00% | 458,971 | 458,971 | — | $531.03万 | 新建仓 |
| — | GLOBAL X FDS | $531.90万 | 0.00% | 62,849 | -14,757 | -19.0% | -$124.89万 | 减仓 |
| — | GLOBAL X FDS | $532.27万 | 0.00% | 205,112 | 41,473 | 25.3% | $107.62万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $533.29万 | 0.00% | 255,403 | -135,131 | -34.6% | -$282.16万 | 减仓 |
| APP | APPLOVIN CORP 看跌期权 | $533.32万 | 0.00% | 13,400 | -8,800 | -39.6% | -$350.24万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $533.67万 | 0.00% | 147,770 | 147,770 | — | $533.67万 | 新建仓 |
| QHY | WISDOMTREE TR | $533.94万 | 0.00% | 117,246 | 2,103 | 1.8% | $9.58万 | 加仓 |
| GCC | WISDOMTREE TR | $533.96万 | 0.00% | 223,041 | -32,443 | -12.7% | -$77.67万 | 减仓 |
| AYI | ACUITY INC | $534.09万 | 0.00% | 19,060 | -3,161 | -14.2% | -$88.58万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $534.22万 | 0.00% | 128,896 | 113,511 | 737.8% | $470.46万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $534.84万 | 0.00% | 261,154 | -71,131 | -21.4% | -$145.68万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $535.13万 | 0.00% | 20,536 | -524 | -2.5% | -$13.65万 | 减仓 |
| R | RYDER SYS INC | $535.15万 | 0.00% | 26,142 | -1 | -0.0% | -$205 | 减仓 |
| — | CAMBRIA ETF TR | $535.90万 | 0.00% | 151,042 | 41,710 | 38.1% | $147.99万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $536.45万 | 0.00% | 489,458 | 32,822 | 7.2% | $35.97万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $536.92万 | 0.00% | 136,137 | -6,245 | -4.4% | -$24.63万 | 减仓 |
| DEUS | DBX ETF TR | $538.90万 | 0.00% | 89,981 | 8,867 | 10.9% | $53.10万 | 加仓 |
| — | VANECK ETF TRUST | $539.05万 | 0.00% | 250,723 | 29,474 | 13.3% | $63.37万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $539.80万 | 0.00% | 120,842 | 26,425 | 28.0% | $118.04万 | 加仓 |
| HUM | HUMANA INC | $539.87万 | 0.00% | 31,136 | -6,547 | -17.4% | -$113.52万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $540.48万 | 0.00% | 253,506 | -56,821 | -18.3% | -$121.14万 | 减仓 |
| — | TOPBUILD COR | $540.70万 | 0.00% | 15,392 | 195 | 1.3% | $6.85万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $540.72万 | 0.00% | 374,459 | 18,883 | 5.3% | $27.27万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $541.40万 | 0.00% | 134,309 | 99,582 | 286.8% | $401.42万 | 加仓 |
| CHWY | CHEWY INC | $541.47万 | 0.00% | 200,544 | 69,621 | 53.2% | $187.98万 | 加仓 |
| AGZ | ISHARES TR | $543.82万 | 0.00% | 49,569 | 6,482 | 15.0% | $71.11万 | 加仓 |
| EMNT | PIMCO ETF TR | $543.92万 | 0.00% | 54,983 | 12,199 | 28.5% | $120.68万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $547.40万 | 0.00% | 98,365 | -24,825 | -20.2% | -$138.15万 | 减仓 |
| TSME | THRIVENT ETF TRUST | $547.97万 | 0.00% | 131,786 | 82,113 | 165.3% | $341.43万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $548.45万 | 0.00% | 139,059 | -19,960 | -12.6% | -$78.72万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $548.47万 | 0.00% | 322,821 | 7,322 | 2.3% | $12.44万 | 加仓 |
| — | SSGA ACTIVE TR | $549.43万 | 0.00% | 219,288 | 19,173 | 9.6% | $48.04万 | 加仓 |
| GGG | GRACO INC | $550.14万 | 0.00% | 64,990 | 2,851 | 4.6% | $24.13万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $550.94万 | 0.00% | 118,686 | 30,113 | 34.0% | $139.78万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $551.08万 | 0.00% | 370,347 | 675 | 0.2% | $1.00万 | 加仓 |
| BA | BOEING CO 看跌期权 | $551.31万 | 0.00% | 27,700 | 25,000 | 925.9% | $497.57万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $551.98万 | 0.00% | 865,179 | 14,427 | 1.7% | $9.20万 | 加仓 |
| SF | STIFEL FINL CORP | $553.64万 | 0.00% | 74,898 | -10,768 | -12.6% | -$79.60万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $553.69万 | 0.00% | 454,592 | 180,033 | 65.6% | $219.28万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $554.24万 | 0.00% | 576,132 | -150,964 | -20.8% | -$145.23万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $554.29万 | 0.00% | 49,882 | 14,140 | 39.6% | $157.12万 | 加仓 |
| JOBY | JOBY AVIATION INC | $554.98万 | 0.00% | 671,885 | 107,076 | 19.0% | $88.44万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $555.37万 | 0.00% | 135,165 | 24,940 | 22.6% | $102.47万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $555.92万 | 0.00% | 207,588 | 135,595 | 188.3% | $363.12万 | 加仓 |