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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHANGE TRADED FD | $857.82万 | 0.00% | 148,504 | -67,020 | -31.1% | -$387.14万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $858.20万 | 0.00% | 15,000 | -1,400 | -8.5% | -$80.10万 | 减仓 |
| SDFI | AB ACTIVE ETFS INC | $858.62万 | 0.00% | 240,981 | -13,743 | -5.4% | -$48.97万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $859.25万 | 0.00% | 113,822 | -1,319 | -1.1% | -$9.96万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $859.73万 | 0.00% | 101,121 | -33,519 | -24.9% | -$284.98万 | 减仓 |
| IBHI | ISHARES TR | $860.52万 | 0.00% | 369,594 | 96,468 | 35.3% | $224.61万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $861.84万 | 0.00% | 396,979 | -44,726 | -10.1% | -$97.10万 | 减仓 |
| — | LATTICE STRATEGIES TR | $863.01万 | 0.00% | 178,665 | 12,905 | 7.8% | $62.34万 | 加仓 |
| — | AMPLIFY ETF TR | $863.98万 | 0.00% | 199,844 | -2,035 | -1.0% | -$8.80万 | 减仓 |
| HBT | HBT FINL INC. | $865.86万 | 0.00% | 324,048 | 5,669 | 1.8% | $15.15万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $866.06万 | 0.00% | 189,918 | -2,029 | -1.1% | -$9.25万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $866.33万 | 0.00% | 191,666 | 1,885 | 1.0% | $8.52万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $866.67万 | 0.00% | 238,299 | -146,501 | -38.1% | -$532.81万 | 减仓 |
| LEMB | ISHARES INC | $866.94万 | 0.00% | 212,485 | -64,140 | -23.2% | -$261.69万 | 减仓 |
| TMB | THORNBURG ETF TR | $870.64万 | 0.00% | 341,288 | 341,288 | — | $870.64万 | 新建仓 |
| BYD | BOYD GAMING CORP | $871.24万 | 0.00% | 106,016 | -12,854 | -10.8% | -$105.63万 | 减仓 |
| EWS | ISHARES INC | $871.63万 | 0.00% | 308,870 | 564 | 0.2% | $1.59万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $871.79万 | 0.00% | 224,977 | -13,109 | -5.5% | -$50.80万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $873.00万 | 0.00% | 183,095 | -58,328 | -24.2% | -$278.11万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $873.74万 | 0.00% | 611,864 | 41,374 | 7.3% | $59.08万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $876.32万 | 0.00% | 867,643 | -127,886 | -12.8% | -$129.16万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $878.23万 | 0.00% | 474,207 | 117,773 | 33.0% | $218.12万 | 加仓 |
| AIA | ISHARES TR | $878.67万 | 0.00% | 82,776 | -10,793 | -11.5% | -$114.57万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $879.14万 | 0.00% | 290,336 | 28,844 | 11.0% | $87.34万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $880.72万 | 0.00% | 239,456 | 88,804 | 58.9% | $326.62万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $880.83万 | 0.00% | 137,759 | 871 | 0.6% | $5.57万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $882.12万 | 0.00% | 122,110 | 24,671 | 25.3% | $178.22万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $882.13万 | 0.00% | 118,918 | 23,488 | 24.6% | $174.23万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $882.84万 | 0.00% | 2,741,741 | -62,401 | -2.2% | -$20.09万 | 减仓 |
| — | ELECTRONIC ARTS INC | $883.59万 | 0.00% | 43,341 | -4,150 | -8.7% | -$84.61万 | 减仓 |
| E | ENI SPA | $884.14万 | 0.00% | 156,180 | 48,774 | 45.4% | $276.11万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $884.20万 | 0.00% | 64,502 | 1,768 | 2.8% | $24.24万 | 加仓 |
| VNOM | VIPER ENERGY INC | $887.07万 | 0.00% | 188,779 | 62,090 | 49.0% | $291.76万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $887.20万 | 0.00% | 212,113 | -11,944 | -5.3% | -$49.96万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $888.93万 | 0.00% | 138,851 | -32,751 | -19.1% | -$209.67万 | 减仓 |
| SANM | SANMINA CORP | $889.95万 | 0.00% | 68,648 | 40,910 | 147.5% | $530.36万 | 加仓 |
| BGRN | ISHARES TR | $890.51万 | 0.00% | 187,588 | 18,979 | 11.3% | $90.10万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $891.30万 | 0.00% | 65,470 | -620 | -0.9% | -$8.44万 | 减仓 |
| CNX | CNX RES CORP | $891.50万 | 0.00% | 231,259 | 15,615 | 7.2% | $60.20万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $892.40万 | 0.00% | 151,225 | 1,215 | 0.8% | $7.17万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $893.38万 | 0.00% | 176,940 | 3,266 | 1.9% | $16.49万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $893.87万 | 0.00% | 241,521 | 9,804 | 4.2% | $36.28万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $897.16万 | 0.00% | 431,890 | 104,808 | 32.0% | $217.72万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $898.72万 | 0.00% | 797,447 | 42,348 | 5.6% | $47.73万 | 加仓 |
| EWA | ISHARES INC | $900.51万 | 0.00% | 324,390 | -18,708 | -5.5% | -$51.93万 | 减仓 |
| MSA | MSA SAFETY INC | $901.46万 | 0.00% | 54,984 | -1,800 | -3.2% | -$29.51万 | 减仓 |
| RS | RELIANCE INC | $901.86万 | 0.00% | 29,674 | 323 | 1.1% | $9.82万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $902.30万 | 0.00% | 67,030 | 5,758 | 9.4% | $77.51万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $903.11万 | 0.00% | 400,492 | -5,082 | -1.3% | -$11.46万 | 减仓 |
| RAVI | FLEXSHARES TR | $903.33万 | 0.00% | 119,793 | -2,465 | -2.0% | -$18.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $903.76万 | 0.00% | 382,140 | -41,637 | -9.8% | -$98.47万 | 减仓 |
| — | ETF SER SOLUTIONS | $903.82万 | 0.00% | 358,672 | 61,419 | 20.7% | $154.77万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $904.38万 | 0.00% | 161,929 | 64,638 | 66.4% | $361.00万 | 加仓 |
| MRNA | MODERNA INC | $904.44万 | 0.00% | 178,040 | -46,119 | -20.6% | -$234.28万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $906.50万 | 0.00% | 1,554,890 | 48,978 | 3.3% | $28.55万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $908.02万 | 0.00% | 231,106 | 123,734 | 115.2% | $486.15万 | 加仓 |
| STE | STERIS PLC | $909.80万 | 0.00% | 41,143 | -66,000 | -61.6% | -$1,459.46万 | 减仓 |
| POOL | POOL CORP | $915.10万 | 0.00% | 45,228 | 1,877 | 4.3% | $37.98万 | 加仓 |
| — | WISDOMTREE TR | $915.56万 | 0.00% | 406,059 | 14,403 | 3.7% | $32.47万 | 加仓 |
| CSL | CARLISLE COS INC | $915.90万 | 0.00% | 27,453 | 5,979 | 27.8% | $199.47万 | 加仓 |
| — | HARBOR ETF TRUST | $916.37万 | 0.00% | 204,521 | 36,970 | 22.1% | $165.65万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $916.93万 | 0.00% | 760,939 | 40,233 | 5.6% | $48.48万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $920.98万 | 0.00% | 7,302 | 438 | 6.4% | $55.24万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $922.47万 | 0.00% | 372,414 | 3,158 | 0.9% | $7.82万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $924.80万 | 0.00% | 375,478 | -70,191 | -15.7% | -$172.88万 | 减仓 |
| IHF | ISHARES TR | $925.11万 | 0.00% | 221,055 | -11,016 | -4.7% | -$46.10万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $925.87万 | 0.00% | 468,793 | 42,446 | 10.0% | $83.83万 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC | $928.43万 | 0.00% | 1,402,464 | -31,548 | -2.2% | -$20.88万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $928.57万 | 0.00% | 60,886 | 7,767 | 14.6% | $118.45万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $928.65万 | 0.00% | 736,439 | 683 | 0.1% | $8,613 | 加仓 |
| PODD | INSULET CORP | $930.19万 | 0.00% | 44,329 | 12,482 | 39.2% | $261.92万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $931.82万 | 0.00% | 200,911 | -14,266 | -6.6% | -$66.17万 | 减仓 |
| — | GLOBAL X FDS | $932.78万 | 0.00% | 305,630 | 32,711 | 12.0% | $99.83万 | 加仓 |
| ABND | AMERICAN CENTY ETF TR | $933.24万 | 0.00% | 213,360 | 23,476 | 12.4% | $102.68万 | 加仓 |
| — | WELLS FARGO & CO | $936.18万 | 0.00% | 8,105 | 444 | 5.8% | $51.29万 | 加仓 |
| IBDY | ISHARES TR | $937.82万 | 0.00% | 362,791 | 258,924 | 249.3% | $669.32万 | 加仓 |
| MAC | MACERICH CO | $943.79万 | 0.00% | 499,358 | -4,994 | -1.0% | -$9.44万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $945.64万 | 0.00% | 274,467 | 28,272 | 11.5% | $97.41万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $946.78万 | 0.00% | 395,645 | 215,163 | 119.2% | $514.89万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $948.06万 | 0.00% | 434,624 | -25,428 | -5.5% | -$55.47万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $948.23万 | 0.00% | 8,969 | 132 | 1.5% | $13.96万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $948.43万 | 0.00% | 275,466 | 13,960 | 5.3% | $48.06万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $949.48万 | 0.00% | 197,931 | 83,050 | 72.3% | $398.39万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $950.85万 | 0.00% | 156,185 | 69,604 | 80.4% | $423.75万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $951.46万 | 0.00% | 81,280 | -3,124 | -3.7% | -$36.57万 | 减仓 |
| — | CAMBRIA ETF TR | $953.03万 | 0.00% | 284,878 | 3,019 | 1.1% | $10.10万 | 加仓 |
| RMOP | TIDAL TRUST III | $956.13万 | 0.00% | 384,452 | 95,221 | 32.9% | $236.81万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $956.29万 | 0.00% | 1,375,956 | 429,016 | 45.3% | $298.17万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $956.44万 | 0.00% | 105,486 | 8,350 | 8.6% | $75.71万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $957.56万 | 0.00% | 184,287 | 180,169 | 4,375.2% | $936.16万 | 加仓 |
| UTEN | RBB FD INC | $959.25万 | 0.00% | 220,009 | 17,595 | 8.7% | $76.72万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $959.43万 | 0.00% | 415,339 | 74,284 | 21.8% | $171.60万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $960.07万 | 0.00% | 119,426 | 11,209 | 10.4% | $90.11万 | 加仓 |
| MAGS | LISTED FDS TR | $961.83万 | 0.00% | 166,005 | -21,086 | -11.3% | -$122.17万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $961.96万 | 0.00% | 73,878 | 4,573 | 6.6% | $59.54万 | 加仓 |
| ITT | ITT INC | $962.63万 | 0.00% | 50,524 | 6,356 | 14.4% | $121.10万 | 加仓 |
| SMB | VANECK ETF TRUST | $963.05万 | 0.00% | 556,678 | -78,642 | -12.4% | -$136.05万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $963.32万 | 0.00% | 877,337 | 765,994 | 688.0% | $841.06万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $963.40万 | 0.00% | 365,895 | 37,853 | 11.5% | $99.67万 | 加仓 |
| EMBX | VANECK FDS | $963.60万 | 0.00% | 192,304 | -31,302 | -14.0% | -$156.85万 | 减仓 |