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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $559.29万 | 0.00% | 8,600 | -19,500 | -69.4% | -$1,268.16万 | 减仓 |
| DOCU | DOCUSIGN INC | $559.86万 | 0.00% | 118,090 | -51,335 | -30.3% | -$243.38万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $561.40万 | 0.00% | 120,112 | 12,124 | 11.2% | $56.67万 | 加仓 |
| BMI | BADGER METER INC | $562.72万 | 0.00% | 36,936 | 2,363 | 6.8% | $36.00万 | 加仓 |
| — | PROSHARES TR | $563.51万 | 0.00% | 81,059 | 74,273 | 1,094.5% | $516.34万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $563.79万 | 0.00% | 223,106 | 13,355 | 6.4% | $33.75万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $564.65万 | 0.00% | 537,247 | 374,229 | 229.6% | $393.31万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $564.75万 | 0.00% | 114,787 | 13,030 | 12.8% | $64.11万 | 加仓 |
| — | ISHARES TR | $565.06万 | 0.00% | 122,012 | 3,837 | 3.2% | $17.77万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $565.07万 | 0.00% | 137,087 | -7,490 | -5.2% | -$30.87万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $567.02万 | 0.00% | 670,242 | -68,213 | -9.2% | -$57.71万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $567.05万 | 0.00% | 174,263 | -5,593 | -3.1% | -$18.20万 | 减仓 |
| CLH | CLEAN HARBORS INC | $567.80万 | 0.00% | 19,803 | -477 | -2.4% | -$13.68万 | 减仓 |
| TTC | TORO CO | $569.93万 | 0.00% | 60,994 | -3,835 | -5.9% | -$35.83万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $570.46万 | 0.00% | 95,947 | 27,821 | 40.8% | $165.41万 | 加仓 |
| KXI | ISHARES TR | $570.95万 | 0.00% | 85,204 | -395 | -0.5% | -$2.65万 | 减仓 |
| PFFV | GLOBAL X FDS | $571.30万 | 0.00% | 261,724 | 13 | 0.0% | $284 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $572.13万 | 0.00% | 10,000 | 6,900 | 222.6% | $394.77万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $572.19万 | 0.00% | 76,226 | 16,297 | 27.2% | $122.33万 | 加仓 |
| — | GABELLI UTIL TR | $574.74万 | 0.00% | 949,990 | 6,770 | 0.7% | $4.10万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $575.00万 | 0.00% | 195,248 | 7,733 | 4.1% | $22.77万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $575.43万 | 0.00% | 93,184 | 1,501 | 1.6% | $9.27万 | 加仓 |
| ENVA | ENOVA INTL INC | $575.50万 | 0.00% | 42,369 | 27,634 | 187.5% | $375.35万 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $575.77万 | 0.00% | 581,294 | 154,519 | 36.2% | $153.05万 | 加仓 |
| DX | DYNEX CAP INC | $577.13万 | 0.00% | 452,294 | 30,536 | 7.2% | $38.96万 | 加仓 |
| — | ISHARES TR | $577.41万 | 0.00% | 145,535 | 11,843 | 8.9% | $46.99万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $577.78万 | 0.00% | 821,881 | 42,655 | 5.5% | $29.99万 | 加仓 |
| FLR | FLUOR CORP | $578.36万 | 0.00% | 123,979 | -8,484 | -6.4% | -$39.58万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $578.67万 | 0.00% | 43,925 | 3,602 | 8.9% | $47.45万 | 加仓 |
| — | THEMES ETF TR | $582.73万 | 0.00% | 151,181 | 151,181 | — | $582.73万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $583.08万 | 0.00% | 100,879 | 11,257 | 12.6% | $65.07万 | 加仓 |
| SIZE | ISHARES TR | $583.09万 | 0.00% | 36,567 | 1,199 | 3.4% | $19.12万 | 加仓 |
| — | WISDOMTREE BITCOIN FD | $584.03万 | 0.00% | 81,443 | 47,825 | 142.3% | $342.95万 | 加仓 |
| MOG/A | MOOG INC | $584.67万 | 0.00% | 19,979 | 3,229 | 19.3% | $94.49万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $584.83万 | 0.00% | 445,673 | 140,335 | 46.0% | $184.15万 | 加仓 |
| SOLV | SOLVENTUM CORP | $586.20万 | 0.00% | 89,771 | 8,997 | 11.1% | $58.75万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $586.79万 | 0.00% | 173,709 | 4,614 | 2.7% | $15.59万 | 加仓 |
| SMMV | ISHARES TR | $586.83万 | 0.00% | 134,542 | -30,452 | -18.5% | -$132.82万 | 减仓 |
| BG | BUNGE GLOBAL SA | $586.91万 | 0.00% | 46,141 | 11,009 | 31.3% | $140.03万 | 加仓 |
| — | VANECK ETF TRUST | $587.26万 | 0.00% | 63,965 | -59,003 | -48.0% | -$541.70万 | 减仓 |
| — | WISDOMTREE TR | $587.26万 | 0.00% | 50,753 | 2,575 | 5.3% | $29.80万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $588.44万 | 0.00% | 93,656 | 12,995 | 16.1% | $81.65万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $588.76万 | 0.00% | 42,934 | -2,740 | -6.0% | -$37.57万 | 减仓 |
| — | PACER FDS TR | $589.43万 | 0.00% | 310,552 | -59,932 | -16.2% | -$113.75万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $589.58万 | 0.00% | 103,507 | -2,613 | -2.5% | -$14.88万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $590.31万 | 0.00% | 265,071 | 29,088 | 12.3% | $64.78万 | 加仓 |
| CRK | COMSTOCK RES INC | $590.45万 | 0.00% | 280,101 | -55,732 | -16.6% | -$117.48万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $591.91万 | 0.00% | 567,510 | 381,824 | 205.6% | $398.24万 | 加仓 |
| HYGV | FLEXSHARES TR | $592.51万 | 0.00% | 147,906 | -14,254 | -8.8% | -$57.10万 | 减仓 |
| — | GLOBAL X FDS | $592.60万 | 0.00% | 666,592 | 23,870 | 3.7% | $21.22万 | 加仓 |
| UUUU | ENERGY FUELS INC | $592.67万 | 0.00% | 324,753 | 103,113 | 46.5% | $188.18万 | 加仓 |
| DRS | LEONARDO DRS INC | $592.84万 | 0.00% | 133,164 | 3,619 | 2.8% | $16.11万 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $593.49万 | 0.00% | 534,673 | 33,654 | 6.7% | $37.36万 | 加仓 |
| — | SPROTT FDS TR | $593.63万 | 0.00% | 100,309 | 78,949 | 369.6% | $467.22万 | 加仓 |
| TLTD | FLEXSHARES TR | $595.18万 | 0.00% | 63,326 | -2,013 | -3.1% | -$18.92万 | 减仓 |
| NUMV | NUSHARES ETF TR | $595.53万 | 0.00% | 153,607 | -436,134 | -74.0% | -$1,690.89万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $595.71万 | 0.00% | 115,680 | -21,909 | -15.9% | -$112.82万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $596.07万 | 0.00% | 119,774 | -30 | -0.0% | -$1,493 | 减仓 |
| HOMB | HOME BANCSHARES INC | $597.52万 | 0.00% | 221,881 | 7,525 | 3.5% | $20.26万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $597.91万 | 0.00% | 95,788 | 56,598 | 144.4% | $353.28万 | 加仓 |
| BKT | BLACKROCK INCOME TR INC | $597.97万 | 0.00% | 565,724 | -158,095 | -21.8% | -$167.11万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $598.52万 | 0.00% | 536,305 | -30,700 | -5.4% | -$34.26万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $599.00万 | 0.00% | 109,635 | 3,101 | 2.9% | $16.94万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $599.25万 | 0.00% | 182,365 | 64,302 | 54.5% | $211.30万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $601.67万 | 0.00% | 144,680 | -28,565 | -16.5% | -$118.79万 | 减仓 |
| LMND | LEMONADE INC | $601.86万 | 0.00% | 96,022 | 20,387 | 27.0% | $127.79万 | 加仓 |
| TPC | TUTOR PERINI CORP | $603.71万 | 0.00% | 78,211 | 6,708 | 9.4% | $51.78万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $604.01万 | 0.00% | 121,165 | -5,788 | -4.6% | -$28.85万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $604.22万 | 0.00% | 119,071 | 18,071 | 17.9% | $91.70万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $604.45万 | 0.00% | 249,176 | -16,807 | -6.3% | -$40.77万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $606.44万 | 0.00% | 155,234 | -33,670 | -17.8% | -$131.54万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $606.54万 | 0.00% | 479,099 | -66,179 | -12.1% | -$83.78万 | 减仓 |
| — | WEBSTER FINL CORP | $606.87万 | 0.00% | 87,420 | -6,525 | -6.9% | -$45.30万 | 减仓 |
| SNEX | STONEX GROUP INC | $607.22万 | 0.00% | 75,291 | 22,945 | 43.8% | $185.05万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $607.28万 | 0.00% | 142,789 | 41,970 | 41.6% | $178.50万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $608.80万 | 0.00% | 653,919 | -97,093 | -12.9% | -$90.39万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $609.32万 | 0.00% | 202,298 | -67,811 | -25.1% | -$204.25万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $609.86万 | 0.00% | 285,784 | -10,059 | -3.4% | -$21.47万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $610.31万 | 0.00% | 177,635 | 31,530 | 21.6% | $108.33万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $610.79万 | 0.00% | 127,499 | -1,724 | -1.3% | -$8.26万 | 减仓 |
| CR | CRANE COMPANY | $610.90万 | 0.00% | 35,725 | 996 | 2.9% | $17.03万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $613.60万 | 0.00% | 385,667 | 53,814 | 16.2% | $85.62万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $613.95万 | 0.00% | 32,786 | 701 | 2.2% | $13.13万 | 加仓 |
| BPOP | POPULAR INC | $613.97万 | 0.00% | 45,761 | 11,106 | 32.0% | $149.01万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $614.14万 | 0.00% | 241,027 | 50,626 | 26.6% | $129.00万 | 加仓 |
| BTG | B2GOLD CORP | $617.05万 | 0.00% | 1,362,151 | 479,600 | 54.3% | $217.26万 | 加仓 |
| — | AMPLIFY ETF TR | $618.66万 | 0.00% | 187,524 | 146,613 | 358.4% | $483.69万 | 加仓 |
| TRIN | TRINITY CAP INC | $618.92万 | 0.00% | 420,751 | 12,071 | 3.0% | $17.76万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $621.38万 | 0.00% | 85,649 | 3,375 | 4.1% | $24.49万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $621.50万 | 0.00% | 171,828 | 8,758 | 5.4% | $31.68万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $621.70万 | 0.00% | 332,462 | 459 | 0.1% | $8,583 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $622.45万 | 0.00% | 273,482 | 33,701 | 14.1% | $76.70万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $622.69万 | 0.00% | 50,990 | 604 | 1.2% | $7.38万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $622.83万 | 0.00% | 253,182 | 19,754 | 8.5% | $48.59万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $623.35万 | 0.00% | 103,763 | 13,642 | 15.1% | $81.95万 | 加仓 |
| — | PROSHARES TR | $623.81万 | 0.00% | 193,789 | 95,817 | 97.8% | $308.44万 | 加仓 |
| ADC | AGREE RLTY CORP | $624.26万 | 0.00% | 82,815 | 7,113 | 9.4% | $53.62万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $624.79万 | 0.00% | 321,888 | 78,502 | 32.3% | $152.37万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $624.80万 | 0.00% | 576,916 | 6,519 | 1.1% | $7.06万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $625.50万 | 0.00% | 154,659 | 12,639 | 8.9% | $51.12万 | 加仓 |