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 |
|---|---|---|---|---|---|---|---|---|
| SHE | SPDR SERIES TRUST | $625.99万 | 0.00% | 48,979 | -72,383 | -59.6% | -$925.12万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $626.54万 | 0.00% | 272,763 | 118,686 | 77.0% | $272.62万 | 加仓 |
| IBMR | ISHARES TR | $626.71万 | 0.00% | 247,224 | 52,589 | 27.0% | $133.31万 | 加仓 |
| SMIN | ISHARES TR | $627.42万 | 0.00% | 104,640 | -6,862 | -6.2% | -$41.14万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $628.61万 | 0.00% | 372,181 | 211,972 | 132.3% | $358.02万 | 加仓 |
| — | ETF SER SOLUTIONS | $629.74万 | 0.00% | 169,154 | 50 | 0.0% | $1,861 | 加仓 |
| HYEM | VANECK ETF TRUST | $630.33万 | 0.00% | 319,476 | 7,637 | 2.4% | $15.07万 | 加仓 |
| — | INVESCO GALAXY BITCOIN ETF | $633.26万 | 0.00% | 93,858 | 11,547 | 14.0% | $77.91万 | 加仓 |
| WHR | WHIRLPOOL CORP | $634.03万 | 0.00% | 117,588 | 9,133 | 8.4% | $49.24万 | 加仓 |
| EG | EVEREST GROUP LTD | $634.24万 | 0.00% | 19,405 | 202 | 1.1% | $6.60万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $635.95万 | 0.00% | 112,537 | 56,588 | 101.1% | $319.78万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $636.91万 | 0.00% | 161,571 | -2,730 | -1.7% | -$10.76万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $638.80万 | 0.00% | 203,053 | 3,365 | 1.7% | $10.59万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $639.32万 | 0.00% | 187,538 | 78,342 | 71.7% | $267.07万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $640.66万 | 0.00% | 153,563 | 26,299 | 20.7% | $109.72万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $641.63万 | 0.00% | 177,205 | -15,622 | -8.1% | -$56.56万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $642.24万 | 0.00% | 303,728 | 42,989 | 16.5% | $90.90万 | 加仓 |
| FLNG | FLEX LNG LTD | $642.53万 | 0.00% | 216,269 | 7,843 | 3.8% | $23.30万 | 加仓 |
| IDCC | INTERDIGITAL INC | $643.93万 | 0.00% | 21,322 | 138 | 0.7% | $4.17万 | 加仓 |
| TRMB | TRIMBLE INC | $644.28万 | 0.00% | 98,770 | -1,664 | -1.7% | -$10.85万 | 减仓 |
| ONDS | ONDAS INC | $645.31万 | 0.00% | 713,837 | 476,769 | 201.1% | $431.00万 | 加仓 |
| WIP | SPDR SERIES TRUST | $646.54万 | 0.00% | 163,267 | 68,796 | 72.8% | $272.43万 | 加仓 |
| BCD | ABRDN ETFS | $647.05万 | 0.00% | 180,840 | -16,400 | -8.3% | -$58.68万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $647.72万 | 0.00% | 249,170 | 44,839 | 21.9% | $116.56万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $649.83万 | 0.00% | 216,611 | 418 | 0.2% | $1.25万 | 加仓 |
| CTRE | CARETRUST REIT INC | $650.96万 | 0.00% | 177,614 | 12,217 | 7.4% | $44.78万 | 加仓 |
| ILTB | ISHARES TR | $654.05万 | 0.00% | 133,533 | 19,101 | 16.7% | $93.56万 | 加仓 |
| NVMI | NOVA LTD | $654.09万 | 0.00% | 15,061 | 3,215 | 27.1% | $139.62万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $654.99万 | 0.00% | 96,935 | -32,134 | -24.9% | -$217.13万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $656.05万 | 0.00% | 24,709 | 131 | 0.5% | $3.48万 | 加仓 |
| MUSA | MURPHY USA INC | $656.98万 | 0.00% | 13,300 | 1,264 | 10.5% | $62.44万 | 加仓 |
| MTDR | MATADOR RES CO | $657.13万 | 0.00% | 104,009 | 27,088 | 35.2% | $171.14万 | 加仓 |
| — | SSGA ACTIVE TR | $658.90万 | 0.00% | 263,564 | 32,999 | 14.3% | $82.50万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $659.00万 | 0.00% | 82,324 | 57,960 | 237.9% | $463.97万 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $660.61万 | 0.00% | 349,346 | -48,381 | -12.2% | -$91.49万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $660.62万 | 0.00% | 155,660 | -62,144 | -28.5% | -$263.74万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $663.17万 | 0.00% | 864,630 | 406,571 | 88.8% | $311.84万 | 加仓 |
| FHI | FEDERATED HERMES INC | $664.98万 | 0.00% | 117,260 | 369 | 0.3% | $2.09万 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $664.99万 | 0.00% | 122,015 | -2,621 | -2.1% | -$14.28万 | 减仓 |
| BELFB | BEL FUSE INC | $665.58万 | 0.00% | 33,618 | 19,197 | 133.1% | $380.07万 | 加仓 |
| IAUM | ISHARES GOLD TR | $665.69万 | 0.00% | 142,545 | 20,727 | 17.0% | $96.80万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $666.93万 | 0.00% | 471,996 | 70,821 | 17.7% | $100.07万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $667.09万 | 0.00% | 355,211 | 96,094 | 37.1% | $180.46万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $667.96万 | 0.00% | 308,102 | 133,904 | 76.9% | $290.30万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $669.65万 | 0.00% | 263,451 | -23,511 | -8.2% | -$59.76万 | 减仓 |
| — | NEOS ETF TRUST | $669.85万 | 0.00% | 141,920 | 17,893 | 14.4% | $84.45万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $670.33万 | 0.00% | 189,518 | 189,518 | — | $670.33万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $671.27万 | 0.00% | 154,130 | 10,396 | 7.2% | $45.28万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $671.61万 | 0.00% | 94,793 | -31,126 | -24.7% | -$220.53万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $672.59万 | 0.00% | 530,016 | 16,977 | 3.3% | $21.54万 | 加仓 |
| RELX | RELX PLC | $673.15万 | 0.00% | 203,063 | 9,992 | 5.2% | $33.12万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $674.15万 | 0.00% | 113,743 | 7,473 | 7.0% | $44.29万 | 加仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $675.22万 | 0.00% | 246,792 | 104,092 | 72.9% | $284.80万 | 加仓 |
| — | TIDAL TRUST II | $675.77万 | 0.00% | 187,981 | 187,981 | — | $675.77万 | 新建仓 |
| — | CION INVT CORP | $676.58万 | 0.00% | 989,153 | 55,168 | 5.9% | $37.73万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $677.27万 | 0.00% | 137,768 | 408 | 0.3% | $2.01万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $677.29万 | 0.00% | 19,824 | -119 | -0.6% | -$4.07万 | 减仓 |
| AOS | SMITH A O CORP | $677.30万 | 0.00% | 102,715 | -3,256 | -3.1% | -$21.47万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $677.52万 | 0.00% | 706,490 | -28,749 | -3.9% | -$27.57万 | 减仓 |
| ALLY | ALLY FINL INC | $678.88万 | 0.00% | 173,052 | 655 | 0.4% | $2.57万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $679.10万 | 0.00% | 290,709 | 20,764 | 7.7% | $48.50万 | 加仓 |
| NUDM | NUSHARES ETF TR | $679.73万 | 0.00% | 188,238 | 7,067 | 3.9% | $25.52万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $680.46万 | 0.00% | 584,085 | 24,128 | 4.3% | $28.11万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $681.45万 | 0.00% | 11,492 | 1,306 | 12.8% | $77.44万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $681.53万 | 0.00% | 690,510 | -164,954 | -19.3% | -$162.81万 | 减仓 |
| TECK | TECK RESOURCES LTD | $682.16万 | 0.00% | 131,819 | -3,887 | -2.9% | -$20.12万 | 减仓 |
| CNC | CENTENE CORP DEL | $683.02万 | 0.00% | 208,621 | -86,197 | -29.2% | -$282.21万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $683.07万 | 0.00% | 30,759 | 11,482 | 59.6% | $254.98万 | 加仓 |
| FICO | FAIR ISAAC CORP | $683.42万 | 0.00% | 6,402 | -2,421 | -27.4% | -$258.44万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $683.51万 | 0.00% | 36,155 | 10,575 | 41.3% | $199.92万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $684.17万 | 0.00% | 254,198 | 53,256 | 26.5% | $143.34万 | 加仓 |
| JD | JD.COM INC | $684.36万 | 0.00% | 231,438 | -19,249 | -7.7% | -$56.92万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $686.81万 | 0.00% | 86,740 | -10,564 | -10.9% | -$83.65万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $687.74万 | 0.00% | 153,151 | 1,482 | 1.0% | $6.66万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $688.10万 | 0.00% | 33,704 | -414 | -1.2% | -$8.45万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $689.15万 | 0.00% | 167,718 | 21,019 | 14.3% | $86.37万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $689.70万 | 0.00% | 299,559 | 27,739 | 10.2% | $63.87万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $689.92万 | 0.00% | 592,207 | 47,841 | 8.8% | $55.73万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $689.97万 | 0.00% | 447,449 | 386,397 | 632.9% | $595.82万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $690.04万 | 0.00% | 126,103 | -8,821 | -6.5% | -$48.27万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $690.06万 | 0.00% | 333,361 | 37,897 | 12.8% | $78.45万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $691.62万 | 0.00% | 656,808 | 59,477 | 10.0% | $62.63万 | 加仓 |
| SEPI | SCM TRUST | $692.07万 | 0.00% | 276,222 | 276,222 | — | $692.07万 | 新建仓 |
| IDA | IDACORP INC | $693.84万 | 0.00% | 48,530 | 1,730 | 3.7% | $24.73万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $694.47万 | 0.00% | 75,453 | -10,213 | -11.9% | -$94.00万 | 减仓 |
| BNO | UNITED STS BRENT OIL FD LP | $694.58万 | 0.00% | 133,547 | 133,547 | — | $694.58万 | 新建仓 |
| — | DBX ETF TR | $695.75万 | 0.00% | 203,880 | -12,088 | -5.6% | -$41.25万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $697.22万 | 0.00% | 167,238 | 75,854 | 83.0% | $316.24万 | 加仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $697.63万 | 0.00% | 868,777 | 1,905 | 0.2% | $1.53万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $697.94万 | 0.00% | 273,449 | 170,255 | 165.0% | $434.55万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $698.09万 | 0.00% | 69,290 | 3,572 | 5.4% | $35.99万 | 加仓 |
| COMP | COMPASS INC | $699.38万 | 0.00% | 956,746 | 758,746 | 383.2% | $554.64万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $700.06万 | 0.00% | 208,228 | 10,435 | 5.3% | $35.08万 | 加仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $700.51万 | 0.00% | 483,111 | 34,696 | 7.7% | $50.31万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $700.66万 | 0.00% | 137,291 | 31,170 | 29.4% | $159.08万 | 加仓 |
| IBTQ | ISHARES TR | $700.96万 | 0.00% | 277,021 | 264,368 | 2,089.4% | $668.95万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $701.75万 | 0.00% | 269,594 | 206,454 | 327.0% | $537.40万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $701.99万 | 0.00% | 212,210 | -24,269 | -10.3% | -$80.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $702.61万 | 0.00% | 208,860 | -2,686 | -1.3% | -$9.04万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $702.84万 | 0.00% | 124,390 | -680 | -0.5% | -$3.84万 | 减仓 |