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 |
|---|---|---|---|---|---|---|---|---|
| — | BNY MELLON ETF TRUST | $703.25万 | 0.00% | 148,334 | 36,499 | 32.6% | $173.04万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $703.41万 | 0.00% | 676,357 | 325,783 | 92.9% | $338.81万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $703.93万 | 0.00% | 72,773 | 4,297 | 6.3% | $41.56万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $704.79万 | 0.00% | 522,065 | 53,198 | 11.3% | $71.82万 | 加仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $705.53万 | 0.00% | 185,130 | 144,436 | 354.9% | $550.45万 | 加仓 |
| PII | POLARIS INC | $706.33万 | 0.00% | 129,602 | 59,097 | 83.8% | $322.08万 | 加仓 |
| STM | STMICROELECTRONICS N V | $706.99万 | 0.00% | 204,629 | 45,629 | 28.7% | $157.65万 | 加仓 |
| ARGT | GLOBAL X FDS | $707.13万 | 0.00% | 75,775 | -8,856 | -10.5% | -$82.64万 | 减仓 |
| — | BARON ETF TR | $707.23万 | 0.00% | 303,162 | 76,561 | 33.8% | $178.61万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $707.33万 | 0.00% | 212,922 | 61,758 | 40.9% | $205.16万 | 加仓 |
| APTV | APTIV PLC | $709.19万 | 0.00% | 102,131 | -99,289 | -49.3% | -$689.46万 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $709.79万 | 0.00% | 292,095 | -6,757 | -2.3% | -$16.42万 | 减仓 |
| TILT | FLEXSHARES TR | $710.87万 | 0.00% | 29,452 | -1,326 | -4.3% | -$32.00万 | 减仓 |
| — | PIMCO EQUITY SER | $711.65万 | 0.00% | 171,016 | 112,864 | 194.1% | $469.66万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $711.91万 | 0.00% | 318,387 | 17,058 | 5.7% | $38.14万 | 加仓 |
| NWG | NATWEST GROUP PLC | $712.55万 | 0.00% | 478,220 | -78,909 | -14.2% | -$117.57万 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $712.77万 | 0.00% | 74,779 | 33,462 | 81.0% | $318.95万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $713.29万 | 0.00% | 143,144 | -2,825 | -1.9% | -$14.08万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $714.37万 | 0.00% | 129,157 | 12,466 | 10.7% | $68.95万 | 加仓 |
| FFIV | F5 INC | $715.77万 | 0.00% | 24,739 | -2,193 | -8.1% | -$63.45万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $716.25万 | 0.00% | 198,298 | -8,996 | -4.3% | -$32.49万 | 减仓 |
| FOXA | FOX CORP | $718.62万 | 0.00% | 123,052 | -26,268 | -17.6% | -$153.41万 | 减仓 |
| BTU | PEABODY ENGR CORP | $719.63万 | 0.00% | 218,400 | 87,602 | 67.0% | $288.65万 | 加仓 |
| HL | HECLA MINING COMPANY | $719.93万 | 0.00% | 386,434 | 57,106 | 17.3% | $106.39万 | 加仓 |
| EEMS | ISHARES INC | $721.21万 | 0.00% | 104,251 | 1,539 | 1.5% | $10.65万 | 加仓 |
| — | WISDOMTREE TR | $721.47万 | 0.00% | 148,696 | 9,044 | 6.5% | $43.88万 | 加仓 |
| ECHO | ECHOSTAR CORP | $722.93万 | 0.00% | 61,752 | 44,944 | 267.4% | $526.16万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $723.26万 | 0.00% | 152,042 | -18,789 | -11.0% | -$89.38万 | 减仓 |
| — | AMPLIFY ETF TR | $723.43万 | 0.00% | 125,706 | 1,952 | 1.6% | $11.23万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $723.55万 | 0.00% | 673,698 | -55,558 | -7.6% | -$59.67万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $725.42万 | 0.00% | 148,711 | 22,457 | 17.8% | $109.55万 | 加仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $725.42万 | 0.00% | 293,218 | 8,380 | 2.9% | $20.73万 | 加仓 |
| DLTR | DOLLAR TREE INC | $725.76万 | 0.00% | 66,273 | -181,699 | -73.3% | -$1,989.79万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $726.02万 | 0.00% | 1,000,034 | -26,611 | -2.6% | -$19.32万 | 减仓 |
| RLI | RLI CORP | $726.29万 | 0.00% | 127,330 | 2,184 | 1.7% | $12.46万 | 加仓 |
| ETW | VANCE TAX-MANAGED GLOB | $726.49万 | 0.00% | 827,436 | 38,078 | 4.8% | $33.43万 | 加仓 |
| APPF | APPFOLIO INC | $726.73万 | 0.00% | 46,048 | 1,454 | 3.3% | $22.95万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $726.96万 | 0.00% | 176,920 | 77,190 | 77.4% | $317.17万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $726.99万 | 0.00% | 580,664 | 56,496 | 10.8% | $70.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $727.51万 | 0.00% | 182,955 | -393 | -0.2% | -$1.56万 | 减仓 |
| PTC | PTC INC | $728.14万 | 0.00% | 51,101 | 1,664 | 3.4% | $23.71万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $729.00万 | 0.00% | 426,314 | 32,601 | 8.3% | $55.75万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $729.64万 | 0.00% | 21,311 | 398 | 1.9% | $13.63万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $730.04万 | 0.00% | 275,175 | -58,476 | -17.5% | -$155.14万 | 减仓 |
| TOST | TOAST INC | $730.53万 | 0.00% | 275,568 | 56,632 | 25.9% | $150.13万 | 加仓 |
| REM | ISHARES TR | $730.92万 | 0.00% | 340,439 | 36,536 | 12.0% | $78.44万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $732.28万 | 0.00% | 183,760 | 23,289 | 14.5% | $92.81万 | 加仓 |
| — | WISDOMTREE TR | $732.42万 | 0.00% | 165,698 | 35,565 | 27.3% | $157.20万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $732.82万 | 0.00% | 68,642 | 9,610 | 16.3% | $102.60万 | 加仓 |
| EPOL | ISHARES TR | $733.81万 | 0.00% | 201,542 | -7,945 | -3.8% | -$28.93万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $734.18万 | 0.00% | 216,252 | 108,857 | 101.4% | $369.57万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $734.51万 | 0.00% | 151,821 | 13,418 | 9.7% | $64.92万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $735.08万 | 0.00% | 159,005 | 110,479 | 227.7% | $510.75万 | 加仓 |
| SSRM | SSR MINING IN | $736.13万 | 0.00% | 250,386 | -104,295 | -29.4% | -$306.63万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD 看跌期权 | $736.45万 | 0.00% | 58,700 | 42,200 | 255.8% | $529.44万 | 加仓 |
| — | SILA REALTY TRUST INC | $737.47万 | 0.00% | 311,433 | 40,370 | 14.9% | $95.60万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $738.37万 | 0.00% | 150,749 | 5,164 | 3.5% | $25.29万 | 加仓 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $738.83万 | 0.00% | 302,553 | 14,919 | 5.2% | $36.43万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $739.42万 | 0.00% | 24,877 | 2,843 | 12.9% | $84.50万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $740.16万 | 0.00% | 367,874 | -1,829 | -0.5% | -$3.68万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $740.85万 | 0.00% | 195,321 | 10,929 | 5.9% | $41.45万 | 加仓 |
| AIZ | ASSURANT INC | $742.22万 | 0.00% | 34,077 | -8,279 | -19.5% | -$180.32万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $743.41万 | 0.00% | 167,608 | 68 | 0.0% | $3,016 | 加仓 |
| — | AVALONBAY CMNTYS INC | $743.49万 | 0.00% | 45,515 | -36,817 | -44.7% | -$601.41万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $744.60万 | 0.00% | 268,035 | 165,461 | 161.3% | $459.65万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $745.05万 | 0.00% | 279,570 | 35,587 | 14.6% | $94.84万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $745.98万 | 0.00% | 78,731 | 1,471 | 1.9% | $13.94万 | 加仓 |
| DAKT | DAKTRONICS INC | $747.72万 | 0.00% | 382,466 | -39,523 | -9.4% | -$77.27万 | 减仓 |
| ONON | ON HLDG AG | $747.95万 | 0.00% | 219,857 | -13,591 | -5.8% | -$46.24万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $748.64万 | 0.00% | 476,232 | 71,257 | 17.6% | $112.02万 | 加仓 |
| — | T ROWE PRICE ETF INC | $748.77万 | 0.00% | 147,608 | 107,261 | 265.8% | $544.10万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $750.44万 | 0.00% | 118,460 | -1,084 | -0.9% | -$6.87万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $751.47万 | 0.00% | 178,072 | 6,179 | 3.6% | $26.08万 | 加仓 |
| FLS | FLOWSERVE CORP | $753.80万 | 0.00% | 102,544 | 21,436 | 26.4% | $157.58万 | 加仓 |
| NE | NOBLE CORP PLC | $754.15万 | 0.00% | 153,689 | 30,727 | 25.0% | $150.78万 | 加仓 |
| — | ISHARES TR | $755.14万 | 0.00% | 312,298 | 144,469 | 86.1% | $349.33万 | 加仓 |
| RMBS | RAMBUS INC DEL | $756.75万 | 0.00% | 87,964 | 3,429 | 4.1% | $29.50万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $757.62万 | 0.00% | 172,893 | 172,893 | — | $757.62万 | 新建仓 |
| VALQ | AMERICAN CENTY ETF TR | $757.72万 | 0.00% | 116,534 | 418 | 0.4% | $2.72万 | 加仓 |
| NVR | NVR INC | $757.83万 | 0.00% | 1,150 | 48 | 4.4% | $31.63万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $757.97万 | 0.00% | 94,918 | 28,206 | 42.3% | $225.24万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $757.97万 | 0.00% | 309,125 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $758.65万 | 0.00% | 173,129 | 82,279 | 90.6% | $360.55万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $758.77万 | 0.00% | 184,794 | -2,587 | -1.4% | -$10.62万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $759.35万 | 0.00% | 801,003 | -81,171 | -9.2% | -$76.95万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $761.07万 | 0.00% | 144,691 | 17,368 | 13.6% | $91.36万 | 加仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $762.05万 | 0.00% | 134,828 | 28,817 | 27.2% | $162.87万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $762.24万 | 0.00% | 37,170 | -4,044 | -9.8% | -$82.93万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $762.99万 | 0.00% | 243,222 | 32,241 | 15.3% | $101.14万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $763.01万 | 0.00% | 170,964 | -9,288 | -5.2% | -$41.45万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $764.19万 | 0.00% | 75,557 | 23,424 | 44.9% | $236.91万 | 加仓 |
| QLC | FLEXSHARES TR | $764.73万 | 0.00% | 97,842 | -68,827 | -41.3% | -$537.95万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $765.35万 | 0.00% | 273,129 | 33,990 | 14.2% | $95.25万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $765.61万 | 0.00% | 118,460 | -2,648 | -2.2% | -$17.11万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $771.68万 | 0.00% | 246,307 | 10,192 | 4.3% | $31.93万 | 加仓 |
| — | HIGH INCOME SECS FD | $771.81万 | 0.00% | 1,398,213 | 70,013 | 5.3% | $38.65万 | 加仓 |
| — | PIMCO ETF TR | $771.95万 | 0.00% | 145,267 | 8,214 | 6.0% | $43.65万 | 加仓 |
| IBTK | ISHARES TR | $773.21万 | 0.00% | 392,095 | 142,280 | 57.0% | $280.58万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $774.13万 | 0.00% | 174,157 | -2,458 | -1.4% | -$10.93万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $774.25万 | 0.00% | 813,290 | -147,455 | -15.3% | -$140.38万 | 减仓 |