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 |
|---|---|---|---|---|---|---|---|---|
| TPYP | TORTOISE CAPITAL SERIES TRUS | $964.96万 | 0.00% | 227,800 | 117,691 | 106.9% | $498.54万 | 加仓 |
| — | SPDR INDEX SHS FDS | $965.69万 | 0.00% | 139,248 | 14,935 | 12.0% | $103.57万 | 加仓 |
| USFD | US FOODS HLDG CORP | $966.51万 | 0.00% | 104,816 | 2,701 | 2.6% | $24.91万 | 加仓 |
| WWD | WOODWARD INC | $970.76万 | 0.00% | 27,122 | 3,665 | 15.6% | $131.18万 | 加仓 |
| NNN | NNN REIT INC | $971.13万 | 0.00% | 231,055 | 11,816 | 5.4% | $49.66万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $971.72万 | 0.00% | 2,076,318 | 323,392 | 18.4% | $151.35万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $972.31万 | 0.00% | 58,878 | -8,828 | -13.0% | -$145.79万 | 减仓 |
| OKTA | OKTA INC | $972.71万 | 0.00% | 123,582 | 15,925 | 14.8% | $125.35万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $974.89万 | 0.00% | 310,970 | -55,651 | -15.2% | -$174.47万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $975.83万 | 0.00% | 291,467 | 156,541 | 116.0% | $524.10万 | 加仓 |
| BCS | BARCLAYS PLC | $975.85万 | 0.00% | 461,175 | 92,565 | 25.1% | $195.87万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $976.02万 | 0.00% | 132,029 | -2,888 | -2.1% | -$21.35万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $976.60万 | 0.00% | 137,086 | -8,538 | -5.9% | -$60.82万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $982.71万 | 0.00% | 552,394 | 51,327 | 10.2% | $91.31万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $982.94万 | 0.00% | 915,218 | 542,576 | 145.6% | $582.73万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $982.99万 | 0.00% | 253,272 | -1,360 | -0.5% | -$5.28万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $983.48万 | 0.00% | 1,067,835 | -240,331 | -18.4% | -$221.34万 | 减仓 |
| BWX | SPDR SERIES TRUST | $983.48万 | 0.00% | 448,054 | 21,758 | 5.1% | $47.76万 | 加仓 |
| — | UNIFIED SER TR | $984.14万 | 0.00% | 260,700 | 46,048 | 21.5% | $173.83万 | 加仓 |
| NXT | NEXTPOWER INC | $985.99万 | 0.00% | 81,791 | 17,829 | 27.9% | $214.93万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $987.15万 | 0.00% | 97,342 | 1,308 | 1.4% | $13.26万 | 加仓 |
| — | PROSHARES TR | $990.39万 | 0.00% | 248,966 | 30,404 | 13.9% | $120.95万 | 加仓 |
| CMDT | PIMCO ETF TR | $990.63万 | 0.00% | 306,980 | 108,318 | 54.5% | $349.54万 | 加仓 |
| — | BANK AMERICA CORP | $990.91万 | 0.00% | 8,316 | 978 | 13.3% | $116.54万 | 加仓 |
| LII | LENNOX INTL INC | $993.15万 | 0.00% | 21,398 | 3,696 | 20.9% | $171.54万 | 加仓 |
| — | PACER FDS TR | $994.41万 | 0.00% | 217,382 | -7,276 | -3.2% | -$33.28万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $994.86万 | 0.00% | 5,279 | 860 | 19.5% | $162.07万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $995.14万 | 0.00% | 181,554 | -3,419 | -1.8% | -$18.74万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $998.37万 | 0.00% | 274,656 | -26,100 | -8.7% | -$94.87万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,001.16万 | 0.00% | 798,372 | 1,693 | 0.2% | $2.12万 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,003.45万 | 0.00% | 120,073 | -23,775 | -16.5% | -$198.69万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $1,005.52万 | 0.00% | 207,367 | 88,586 | 74.6% | $429.55万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,006.60万 | 0.00% | 111,325 | -25,058 | -18.4% | -$226.57万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $1,007.86万 | 0.00% | 697,000 | -242,635 | -25.8% | -$350.85万 | 减仓 |
| — | SPDR INDEX SHS FDS | $1,008.44万 | 0.00% | 130,708 | 1,878 | 1.5% | $14.49万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,009.27万 | 0.00% | 58,874 | -4,501 | -7.1% | -$77.16万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $1,010.91万 | 0.00% | 277,114 | 25,808 | 10.3% | $94.15万 | 加仓 |
| VFC | V F CORP | $1,011.47万 | 0.00% | 595,330 | -5,372 | -0.9% | -$9.13万 | 减仓 |
| — | WISDOMTREE TR | $1,012.37万 | 0.00% | 228,159 | 1,991 | 0.9% | $8.83万 | 加仓 |
| MXI | ISHARES TR | $1,013.02万 | 0.00% | 95,370 | 62,982 | 194.5% | $668.99万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,015.70万 | 0.00% | 86,634 | 11,590 | 15.4% | $135.88万 | 加仓 |
| IXP | ISHARES TR | $1,017.77万 | 0.00% | 88,610 | 531 | 0.6% | $6.10万 | 加仓 |
| PL | PLANET LABS PBC | $1,020.94万 | 0.00% | 365,272 | 135,060 | 58.7% | $377.49万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,021.88万 | 0.00% | 668,767 | -1,862 | -0.3% | -$2.85万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $1,022.27万 | 0.00% | 229,352 | 151,174 | 193.4% | $673.81万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $1,024.34万 | 0.00% | 179,840 | 70,049 | 63.8% | $398.99万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $1,024.73万 | 0.00% | 308,933 | 87,102 | 39.3% | $288.92万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $1,024.93万 | 0.00% | 274,119 | 25,178 | 10.1% | $94.14万 | 加仓 |
| UI | UBIQUITI INC | $1,025.77万 | 0.00% | 12,980 | 3,560 | 37.8% | $281.34万 | 加仓 |
| — | VANECK ETF TRUST | $1,026.77万 | 0.00% | 300,650 | 32,833 | 12.3% | $112.13万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,027.60万 | 0.00% | 107,704 | 52,945 | 96.7% | $505.15万 | 加仓 |
| COO | COOPER COS INC | $1,027.81万 | 0.00% | 143,750 | 20,333 | 16.5% | $145.38万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1,029.50万 | 0.00% | 47,688 | 10,633 | 28.7% | $229.55万 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $1,032.92万 | 0.00% | 946,769 | -25,000 | -2.6% | -$27.28万 | 减仓 |
| EWQ | ISHARES INC | $1,034.47万 | 0.00% | 238,467 | -20,270 | -7.8% | -$87.93万 | 减仓 |
| VLTO | VERALTO CORP | $1,036.24万 | 0.00% | 117,195 | -196,337 | -62.6% | -$1,736.01万 | 减仓 |
| IBMO | ISHARES TR | $1,036.26万 | 0.00% | 404,317 | -5,947 | -1.4% | -$15.24万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $1,037.62万 | 0.00% | 1,154,191 | 61,379 | 5.6% | $55.18万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $1,038.07万 | 0.00% | 1,098,486 | -245,836 | -18.3% | -$232.32万 | 减仓 |
| HAWX | ISHARES TR | $1,041.87万 | 0.00% | 254,799 | -6,868 | -2.6% | -$28.08万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $1,043.74万 | 0.00% | 228,041 | 16,788 | 7.9% | $76.84万 | 加仓 |
| DOX | AMDOCS LTD | $1,047.08万 | 0.00% | 160,447 | 46,730 | 41.1% | $304.96万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $1,048.64万 | 0.00% | 421,922 | -15,082 | -3.5% | -$37.48万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,048.88万 | 0.00% | 378,656 | 27,189 | 7.7% | $75.31万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,048.92万 | 0.00% | 207,954 | -19,396 | -8.5% | -$97.83万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,049.14万 | 0.00% | 42,822 | -5,299 | -11.0% | -$129.83万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $1,049.78万 | 0.00% | 326,424 | 61,222 | 23.1% | $196.89万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $1,049.84万 | 0.00% | 211,150 | -25,432 | -10.7% | -$126.45万 | 减仓 |
| NUMG | NUSHARES ETF TR | $1,050.27万 | 0.00% | 255,666 | -203,153 | -44.3% | -$834.55万 | 减仓 |
| HEZU | ISHARES TR | $1,052.89万 | 0.00% | 240,935 | 20,533 | 9.3% | $89.73万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $1,053.77万 | 0.00% | 252,158 | 153,327 | 155.1% | $640.75万 | 加仓 |
| SJM | SMUCKER J M CO | $1,054.12万 | 0.00% | 109,303 | 4,456 | 4.3% | $42.97万 | 加仓 |
| ESLT | ELBIT SYS LTD | $1,054.14万 | 0.00% | 12,415 | 3,111 | 33.4% | $264.15万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1,057.73万 | 0.00% | 768,701 | -45,654 | -5.6% | -$62.82万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $1,059.12万 | 0.00% | 299,396 | 99,095 | 49.5% | $350.55万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,059.18万 | 0.00% | 108,723 | 43,876 | 67.7% | $427.44万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $1,059.57万 | 0.00% | 259,850 | -6,627 | -2.5% | -$27.02万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,061.41万 | 0.00% | 77,374 | 3,283 | 4.4% | $45.04万 | 加仓 |
| — | PUTNAM ETF TRUST | $1,061.82万 | 0.00% | 1,458,539 | 482,499 | 49.4% | $351.26万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $1,061.92万 | 0.00% | 85,361 | 14,191 | 19.9% | $176.54万 | 加仓 |
| DY | DYCOM INDS INC | $1,062.71万 | 0.00% | 31,365 | 8,981 | 40.1% | $304.29万 | 加仓 |
| — | FLEXSHARES TR | $1,062.94万 | 0.00% | 147,856 | -1,306 | -0.9% | -$9.39万 | 减仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,071.04万 | 0.00% | 155,573 | 24,990 | 19.1% | $172.04万 | 加仓 |
| — | GLOBAL X FDS | $1,071.80万 | 0.00% | 505,567 | 34,527 | 7.3% | $73.20万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1,071.87万 | 0.00% | 233,932 | 76,557 | 48.6% | $350.78万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $1,072.58万 | 0.00% | 188,602 | -1,388 | -0.7% | -$7.89万 | 减仓 |
| NTAP | NETAPP INC | $1,074.06万 | 0.00% | 104,898 | 23,552 | 29.0% | $241.15万 | 加仓 |
| TEM | TEMPUS AI INC | $1,075.90万 | 0.00% | 237,926 | -3,597 | -1.5% | -$16.27万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,076.00万 | 0.00% | 150,006 | 14,899 | 11.0% | $106.87万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,082.18万 | 0.00% | 43,447 | 4,555 | 11.7% | $113.46万 | 加仓 |
| FXI | ISHARES TR | $1,082.93万 | 0.00% | 301,651 | -267,022 | -47.0% | -$958.61万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,083.91万 | 0.00% | 253,724 | -8,860 | -3.4% | -$37.85万 | 减仓 |
| RMD | RESMED INC | $1,084.26万 | 0.00% | 48,301 | 2,356 | 5.1% | $52.89万 | 加仓 |
| — | WISDOMTREE TR | $1,084.95万 | 0.00% | 327,683 | 40,246 | 14.0% | $133.25万 | 加仓 |
| IBMQ | ISHARES TR | $1,086.70万 | 0.00% | 425,657 | 131,178 | 44.5% | $334.90万 | 加仓 |
| SRVR | PACER FDS TR | $1,088.27万 | 0.00% | 348,582 | 38,354 | 12.4% | $119.74万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $1,088.42万 | 0.00% | 459,055 | 70,408 | 18.1% | $166.94万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,088.94万 | 0.00% | 37,459 | 2,428 | 6.9% | $70.58万 | 加仓 |
| EWL | ISHARES INC | $1,089.10万 | 0.00% | 185,190 | -4,310 | -2.3% | -$25.35万 | 减仓 |
| NYF | ISHARES TR | $1,089.55万 | 0.00% | 205,111 | 53,973 | 35.7% | $286.70万 | 加仓 |