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 |
|---|---|---|---|---|---|---|---|---|
| BIT | BLACKROCK MULTI SECTOR INC T | $753.07万 | 0.00% | 601,491 | 20,827 | 3.6% | $26.08万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $754.33万 | 0.00% | 161,983 | -721,298 | -81.7% | -$3,358.95万 | 减仓 |
| — | VANECK ETF TRUST | $756.05万 | 0.00% | 118,337 | 32,503 | 37.9% | $207.66万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $756.54万 | 0.00% | 49,460 | 36,938 | 295.0% | $565.00万 | 加仓 |
| — | AMPLIFY ETF TR | $756.63万 | 0.00% | 65,582 | 48,742 | 289.4% | $562.34万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $757.22万 | 0.00% | 288,465 | 39,295 | 15.8% | $103.15万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $758.34万 | 0.00% | 626,728 | 34,521 | 5.8% | $41.77万 | 加仓 |
| IMTB | ISHARES TR | $758.52万 | 0.00% | 173,926 | 797 | 0.5% | $3.48万 | 加仓 |
| — | AMPLIFY ETF TR | $758.95万 | 0.00% | 210,347 | 22,823 | 12.2% | $82.35万 | 加仓 |
| INTL | NORTHERN LTS FD TR IV | $760.09万 | 0.00% | 248,477 | 84,876 | 51.9% | $259.64万 | 加仓 |
| PNR | PENTAIR PLC | $760.15万 | 0.00% | 99,159 | 5,279 | 5.6% | $40.47万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $760.91万 | 0.00% | 99,595 | 43,723 | 78.3% | $334.04万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $761.03万 | 0.00% | 204,385 | -3,843 | -1.8% | -$14.31万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $761.59万 | 0.00% | 147,011 | -37,276 | -20.2% | -$193.11万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $761.60万 | 0.00% | 121,139 | 7,317 | 6.4% | $46.00万 | 加仓 |
| — | PIMCO EQUITY SER | $762.03万 | 0.00% | 159,208 | -11,808 | -6.9% | -$56.52万 | 减仓 |
| TRIN | TRINITY CAP INC | $762.39万 | 0.00% | 426,154 | 5,403 | 1.3% | $9.67万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $762.45万 | 0.00% | 98,750 | -32,924 | -25.0% | -$254.21万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $763.37万 | 0.00% | 214,611 | 1,689 | 0.8% | $6.01万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $764.07万 | 0.00% | 174,884 | 64,116 | 57.9% | $280.12万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $764.92万 | 0.00% | 742,640 | -56,148 | -7.0% | -$57.83万 | 减仓 |
| DAKT | DAKTRONICS INC | $765.14万 | 0.00% | 391,174 | 8,708 | 2.3% | $17.03万 | 加仓 |
| NVR | NVR INC | $767.87万 | 0.00% | 1,127 | -23 | -2.0% | -$15.67万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $769.23万 | 0.00% | 147,109 | -35,986 | -19.7% | -$188.17万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $772.17万 | 0.00% | 794,416 | 97,416 | 14.0% | $94.69万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $772.40万 | 0.00% | 175,428 | -1,492 | -0.8% | -$6.57万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $773.27万 | 0.00% | 182,936 | 54,401 | 42.3% | $229.95万 | 加仓 |
| ESN | NORTHERN LTS FD TR II | $773.51万 | 0.00% | 389,024 | 247,345 | 174.6% | $491.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $773.78万 | 0.00% | 94,386 | 24,642 | 35.3% | $202.02万 | 加仓 |
| IBTK | ISHARES TR | $774.05万 | 0.00% | 396,135 | 4,040 | 1.0% | $7.89万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $774.32万 | 0.00% | 283,635 | 283,635 | — | $774.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $774.35万 | 0.00% | 38,700 | 21,900 | 130.4% | $438.20万 | 加仓 |
| QLYS | QUALYS INC | $774.66万 | 0.00% | 56,343 | 2,182 | 4.0% | $30.00万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $775.13万 | 0.00% | 269,987 | -50,416 | -15.7% | -$144.74万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $777.14万 | 0.00% | 367,962 | -218,689 | -37.3% | -$461.87万 | 减仓 |
| SHE | SPDR SERIES TRUST | $777.52万 | 0.00% | 50,344 | 1,365 | 2.8% | $21.08万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $778.40万 | 0.00% | 10,200 | 8,500 | 500.0% | $648.67万 | 加仓 |
| — | ISHARES TR | $778.59万 | 0.00% | 324,075 | 11,777 | 3.8% | $28.29万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $779.44万 | 0.00% | 112,587 | 2,952 | 2.7% | $20.44万 | 加仓 |
| CGNX | COGNEX CORP | $782.06万 | 0.00% | 107,990 | 45,112 | 71.7% | $326.70万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $782.35万 | 0.00% | 96,159 | -13,017 | -11.9% | -$105.91万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $784.72万 | 0.00% | 97,011 | -45,078 | -31.7% | -$364.64万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $785.49万 | 0.00% | 30,137 | 19,195 | 175.4% | $500.30万 | 加仓 |
| — | ETF SER SOLUTIONS | $785.63万 | 0.00% | 203,857 | 34,703 | 20.5% | $133.74万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $786.95万 | 0.00% | 77,533 | 22,023 | 39.7% | $223.53万 | 加仓 |
| — | HIGH INCOME SECS FD | $787.73万 | 0.00% | 1,440,083 | 41,870 | 3.0% | $22.90万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $788.55万 | 0.00% | 62,017 | 13,569 | 28.0% | $172.53万 | 加仓 |
| NUDM | NUSHARES ETF TR | $789.56万 | 0.00% | 197,291 | 9,053 | 4.8% | $36.23万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $790.28万 | 0.00% | 841,617 | 40,614 | 5.1% | $38.14万 | 加仓 |
| SII | SPROTT INC | $792.57万 | 0.00% | 70,545 | 39,207 | 125.1% | $440.49万 | 加仓 |
| IEZ | ISHARES TR | $792.83万 | 0.00% | 294,731 | 171,974 | 140.1% | $462.61万 | 加仓 |
| — | SIREN ETF TR | $793.02万 | 0.00% | 86,522 | 21,091 | 32.2% | $193.31万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $794.26万 | 0.00% | 158,270 | 158,270 | — | $794.26万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $796.77万 | 0.00% | 62,296 | 28,628 | 85.0% | $366.15万 | 加仓 |
| SKOR | FLEXSHARES TR | $796.83万 | 0.00% | 164,159 | 1,356 | 0.8% | $6.58万 | 加仓 |
| — | TEMA ETF TRUST | $797.02万 | 0.00% | 126,773 | 45,190 | 55.4% | $284.11万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $797.90万 | 0.00% | 146,512 | 58,304 | 66.1% | $317.52万 | 加仓 |
| DLTR | DOLLAR TREE INC | $797.98万 | 0.00% | 65,977 | -296 | -0.4% | -$3.58万 | 减仓 |
| — | HARBOR ETF TRUST | $798.38万 | 0.00% | 235,929 | 235,929 | — | $798.38万 | 新建仓 |
| EEMS | ISHARES INC | $798.56万 | 0.00% | 105,226 | 975 | 0.9% | $7.40万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $798.66万 | 0.00% | 146,463 | -20,813 | -12.4% | -$113.49万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $799.95万 | 0.00% | 446,897 | 20,583 | 4.8% | $36.84万 | 加仓 |
| TECK | TECK RESOURCES LTD | $801.94万 | 0.00% | 134,871 | 3,052 | 2.3% | $18.15万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $802.06万 | 0.00% | 2,673,527 | -68,214 | -2.5% | -$20.46万 | 减仓 |
| SOLV | SOLVENTUM CORP | $802.44万 | 0.00% | 104,010 | 14,239 | 15.9% | $109.85万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $803.16万 | 0.00% | 200,740 | 58,195 | 40.8% | $232.84万 | 加仓 |
| WWD | WOODWARD INC | $804.48万 | 0.00% | 18,909 | -8,213 | -30.3% | -$349.42万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $804.64万 | 0.00% | 105,860 | 76,791 | 264.2% | $583.69万 | 加仓 |
| AN | AUTONATION INC | $804.70万 | 0.00% | 43,312 | -31,197 | -41.9% | -$579.61万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $805.23万 | 0.00% | 179,539 | 5,382 | 3.1% | $24.14万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $805.29万 | 0.00% | 732,748 | 56,391 | 8.3% | $61.97万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $805.67万 | 0.00% | 324,735 | 49,560 | 18.0% | $122.96万 | 加仓 |
| — | HARBOR ETF TRUST | $806.46万 | 0.00% | 177,010 | -27,511 | -13.5% | -$125.34万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $807.84万 | 0.00% | 37,989 | 4,285 | 12.7% | $91.12万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $809.16万 | 0.00% | 47,976 | -10,898 | -18.5% | -$183.81万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $809.72万 | 0.00% | 284,228 | 11,099 | 4.1% | $31.62万 | 加仓 |
| — | ISHARES TR | $810.28万 | 0.00% | 220,603 | 220,603 | — | $810.28万 | 新建仓 |
| — | SILA REALTY TRUST INC | $811.33万 | 0.00% | 267,235 | -44,198 | -14.2% | -$134.19万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $811.86万 | 0.00% | 535,530 | 5,514 | 1.0% | $8.36万 | 加仓 |
| TLTD | FLEXSHARES TR | $812.53万 | 0.00% | 82,847 | 19,521 | 30.8% | $191.45万 | 加仓 |
| MDLN | MEDLINE INC | $813.25万 | 0.00% | 206,200 | 23,237 | 12.7% | $91.65万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $816.22万 | 0.00% | 170,578 | 18,757 | 12.4% | $89.75万 | 加仓 |
| VICR | VICOR CORP | $816.72万 | 0.00% | 21,505 | 1,730 | 8.7% | $65.70万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $817.74万 | 0.00% | 99,482 | 4,689 | 4.9% | $38.54万 | 加仓 |
| CDW | CDW CORP | $817.87万 | 0.00% | 58,154 | 21,235 | 57.5% | $298.65万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $819.75万 | 0.00% | 161,782 | 151,885 | 1,534.7% | $769.60万 | 加仓 |
| E | ENI SPA | $819.77万 | 0.00% | 174,941 | 18,761 | 12.0% | $87.91万 | 加仓 |
| IOT | SAMSARA INC | $821.02万 | 0.00% | 253,168 | -1,027 | -0.4% | -$3.33万 | 减仓 |
| — | PIMCO ETF TR | $821.28万 | 0.00% | 156,967 | 11,700 | 8.1% | $61.22万 | 加仓 |
| FLR | FLUOR CORP | $825.05万 | 0.00% | 157,482 | 33,503 | 27.0% | $175.52万 | 加仓 |
| TDV | PROSHARES TR | $826.57万 | 0.00% | 79,507 | -19,128 | -19.4% | -$198.86万 | 减仓 |
| BALL | BALL CORP | $827.22万 | 0.00% | 132,568 | -2,134 | -1.6% | -$13.32万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $827.65万 | 0.00% | 92,322 | 5,582 | 6.4% | $50.04万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $827.70万 | 0.00% | 232,172 | -1,926 | -0.8% | -$6.87万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $829.33万 | 0.00% | 1,163,151 | -62,702 | -5.1% | -$44.71万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $830.09万 | 0.00% | 241,376 | 120,016 | 98.9% | $412.74万 | 加仓 |
| ETW | VANCE TAX-MANAGED GLOB | $831.99万 | 0.00% | 863,063 | 35,627 | 4.3% | $34.34万 | 加仓 |
| UTEN | RBB FD INC | $832.20万 | 0.00% | 192,642 | -27,367 | -12.4% | -$118.22万 | 减仓 |
| JOBY | JOBY AVIATION INC | $833.98万 | 0.00% | 934,957 | 263,072 | 39.2% | $234.66万 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $834.27万 | 0.00% | 314,465 | 135,427 | 75.6% | $359.29万 | 加仓 |