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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $1,616.22万 | 0.00% | 443,772 | 23,983 | 5.7% | $87.35万 | 加仓 |
| CPRT | COPART INC | $1,617.67万 | 0.00% | 487,249 | -167,107 | -25.5% | -$554.80万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1,617.78万 | 0.00% | 171,995 | 5,324 | 3.2% | $50.08万 | 加仓 |
| TPLC | TIMOTHY PLAN | $1,618.02万 | 0.00% | 348,412 | 14,366 | 4.3% | $66.72万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,618.92万 | 0.00% | 491,328 | 2,530 | 0.5% | $8.34万 | 加仓 |
| EVRG | EVERGY INC | $1,619.05万 | 0.00% | 197,638 | 2,086 | 1.1% | $17.09万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,620.62万 | 0.00% | 244,510 | -53,899 | -18.1% | -$357.24万 | 减仓 |
| RBC | RBC BEARINGS INC | $1,622.43万 | 0.00% | 29,872 | 924 | 3.2% | $50.18万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,622.44万 | 0.00% | 338,855 | -16,906 | -4.8% | -$80.95万 | 减仓 |
| DOL | WISDOMTREE TR | $1,622.91万 | 0.00% | 238,711 | 1,587 | 0.7% | $10.79万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,622.98万 | 0.00% | 148,761 | -15,348 | -9.4% | -$167.45万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,623.35万 | 0.00% | 570,398 | -7,093 | -1.2% | -$20.19万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $1,625.07万 | 0.00% | 317,149 | -46,581 | -12.8% | -$238.68万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1,625.56万 | 0.00% | 1,447,515 | 277,695 | 23.7% | $311.85万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,628.61万 | 0.00% | 63,995 | 3,499 | 5.8% | $89.05万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,628.78万 | 0.00% | 1,082,245 | 108,527 | 11.1% | $163.33万 | 加仓 |
| VG | VENTURE GLOBAL INC | $1,631.76万 | 0.00% | 1,035,384 | 633,374 | 157.6% | $998.20万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $1,631.97万 | 0.00% | 2,863,101 | 18,716 | 0.7% | $10.67万 | 加仓 |
| RL | RALPH LAUREN CORP | $1,635.57万 | 0.00% | 47,547 | 5,125 | 12.1% | $176.29万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,635.95万 | 0.00% | 166,221 | 13,557 | 8.9% | $133.43万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1,637.75万 | 0.00% | 222,884 | 27,733 | 14.2% | $203.78万 | 加仓 |
| SMMD | ISHARES TR | $1,639.92万 | 0.00% | 214,790 | 32,422 | 17.8% | $247.54万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,643.61万 | 0.00% | 807,669 | 400,199 | 98.2% | $814.40万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $1,647.96万 | 0.00% | 473,415 | 201,450 | 74.1% | $701.25万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,650.54万 | 0.00% | 65,853 | -7,988 | -10.8% | -$200.21万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,657.30万 | 0.00% | 384,881 | -15,104 | -3.8% | -$65.04万 | 减仓 |
| SBND | COLUMBIA ETF TR I | $1,659.24万 | 0.00% | 883,279 | 309,259 | 53.9% | $580.94万 | 加仓 |
| ZS | ZSCALER INC | $1,662.87万 | 0.00% | 118,531 | 21,508 | 22.2% | $301.73万 | 加仓 |
| EUHY | ISHARES INC | $1,664.16万 | 0.00% | 317,198 | 264,115 | 497.6% | $1,385.66万 | 加仓 |
| IYT | ISHARES TR | $1,670.44万 | 0.00% | 223,919 | 867 | 0.4% | $6.47万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $1,672.68万 | 0.00% | 948,767 | -575 | -0.1% | -$1.01万 | 减仓 |
| LRN | STRIDE INC | $1,673.21万 | 0.00% | 189,771 | 120,622 | 174.4% | $1,063.52万 | 加仓 |
| — | WISDOMTREE TR | $1,674.87万 | 0.00% | 255,647 | 28,333 | 12.5% | $185.62万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $1,687.14万 | 0.00% | 142,700 | 15,196 | 11.9% | $179.66万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $1,688.59万 | 0.00% | 533,688 | 151,362 | 39.6% | $478.91万 | 加仓 |
| — | ADVISORSHARES TR | $1,690.45万 | 0.00% | 941,755 | 450,390 | 91.7% | $808.45万 | 加仓 |
| GUNR | FLEXSHARES TR | $1,690.76万 | 0.00% | 306,519 | -5,695 | -1.8% | -$31.41万 | 减仓 |
| SMDV | PROSHARES TR | $1,693.04万 | 0.00% | 246,118 | -4,097 | -1.6% | -$28.18万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,693.05万 | 0.00% | 92,491 | 16,966 | 22.5% | $310.56万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $1,693.74万 | 0.00% | 242,552 | -22,803 | -8.6% | -$159.23万 | 减仓 |
| SPTB | SPDR SERIES TRUST | $1,694.86万 | 0.00% | 560,006 | 458,423 | 451.3% | $1,387.42万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1,695.47万 | 0.00% | 759,279 | 23,269 | 3.2% | $51.96万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,696.83万 | 0.00% | 60,093 | -9,207 | -13.3% | -$259.98万 | 减仓 |
| ARGX | ARGENX SE | $1,697.67万 | 0.00% | 23,247 | -2,409 | -9.4% | -$175.92万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $1,698.58万 | 0.00% | 636,887 | 51,982 | 8.9% | $138.64万 | 加仓 |
| JOET | VIRTUS ETF TR II | $1,702.36万 | 0.00% | 425,271 | 51,063 | 13.6% | $204.41万 | 加仓 |
| HEI/A | HEICO CORP NEW | $1,702.49万 | 0.00% | 80,652 | 11,723 | 17.0% | $247.46万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1,706.39万 | 0.00% | 473,685 | 15,274 | 3.3% | $55.02万 | 加仓 |
| IWC | ISHARES TR | $1,708.15万 | 0.00% | 107,020 | -4,984 | -4.4% | -$79.55万 | 减仓 |
| IGE | ISHARES TR | $1,710.52万 | 0.00% | 271,770 | 19,417 | 7.7% | $122.21万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,711.66万 | 0.00% | 268,623 | -2,689 | -1.0% | -$17.13万 | 减仓 |
| EXEL | EXELIXIS INC | $1,713.93万 | 0.00% | 399,612 | 201,360 | 101.6% | $863.63万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1,715.30万 | 0.00% | 307,898 | 3,498 | 1.1% | $19.49万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $1,715.67万 | 0.00% | 1,061,018 | 54,652 | 5.4% | $88.37万 | 加仓 |
| VTR | VENTAS INC | $1,716.77万 | 0.00% | 209,926 | 3,217 | 1.6% | $26.31万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1,719.05万 | 0.00% | 2,279,903 | 26,908 | 1.2% | $20.29万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,721.26万 | 0.00% | 8,993 | 322 | 3.7% | $61.63万 | 加仓 |
| APA | APA CORPORATION | $1,723.03万 | 0.00% | 405,992 | -74,526 | -15.5% | -$316.29万 | 减仓 |
| XTL | SPDR SERIES TRUST | $1,729.22万 | 0.00% | 91,950 | 47,998 | 109.2% | $902.65万 | 加仓 |
| MAS | MASCO CORP | $1,730.60万 | 0.00% | 286,665 | -534 | -0.2% | -$3.22万 | 减仓 |
| PTIN | PACER FDS TR | $1,732.72万 | 0.00% | 532,818 | -49,929 | -8.6% | -$162.37万 | 减仓 |
| VALE | VALE S A | $1,738.26万 | 0.00% | 1,092,561 | 73,211 | 7.2% | $116.48万 | 加仓 |
| HLN | HALEON PLC | $1,751.84万 | 0.00% | 1,750,087 | 110,057 | 6.7% | $110.17万 | 加仓 |
| — | PACER FDS TR | $1,755.75万 | 0.00% | 373,644 | -44,258 | -10.6% | -$207.97万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1,759.64万 | 0.00% | 214,367 | 45,335 | 26.8% | $372.13万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $1,760.40万 | 0.00% | 509,228 | 7,238 | 1.4% | $25.02万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $1,762.87万 | 0.00% | 2,421,530 | 619,212 | 34.4% | $450.79万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $1,763.48万 | 0.00% | 879,542 | 123,908 | 16.4% | $248.44万 | 加仓 |
| SSUS | STRATEGY SHS | $1,767.71万 | 0.00% | 378,642 | -4,627 | -1.2% | -$21.60万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1,767.86万 | 0.00% | 683,098 | 9,176 | 1.4% | $23.75万 | 加仓 |
| IREN | IREN LIMITED | $1,771.02万 | 0.00% | 516,634 | 122,767 | 31.2% | $420.85万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $1,772.19万 | 0.00% | 562,601 | 103,290 | 22.5% | $325.36万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $1,773.53万 | 0.00% | 1,286,095 | 48,123 | 3.9% | $66.36万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $1,773.89万 | 0.00% | 590,313 | 590,313 | — | $1,773.89万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $1,774.20万 | 0.00% | 525,733 | 105,624 | 25.1% | $356.45万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $1,777.90万 | 0.00% | 471,091 | 1,147 | 0.2% | $4.33万 | 加仓 |
| DIV | GLOBAL X FDS | $1,779.51万 | 0.00% | 941,539 | 46,057 | 5.1% | $87.05万 | 加仓 |
| — | STRATEGY INC | $1,787.75万 | 0.00% | 252,865 | -5,491 | -2.1% | -$38.82万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1,790.93万 | 0.00% | 247,332 | -1,144 | -0.5% | -$8.28万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $1,797.14万 | 0.00% | 345,405 | 150,346 | 77.1% | $782.25万 | 加仓 |
| CAVA | CAVA GROUP INC | $1,799.22万 | 0.00% | 222,400 | -51,600 | -18.8% | -$417.44万 | 减仓 |
| SDOG | ALPS ETF TR | $1,799.52万 | 0.00% | 276,696 | 4,193 | 1.5% | $27.27万 | 加仓 |
| BRO | BROWN & BROWN INC | $1,806.52万 | 0.00% | 277,031 | -413 | -0.1% | -$2.69万 | 减仓 |
| XJH | ISHARES TR | $1,811.80万 | 0.00% | 399,338 | 1,859 | 0.5% | $8.43万 | 加仓 |
| BN | BROOKFIELD CORP | $1,814.64万 | 0.00% | 448,392 | 14,260 | 3.3% | $57.71万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1,815.85万 | 0.00% | 90,117 | 1,903 | 2.2% | $38.35万 | 加仓 |
| EFX | EQUIFAX INC | $1,817.59万 | 0.00% | 100,938 | 5,638 | 5.9% | $101.52万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1,818.27万 | 0.00% | 665,301 | -197,084 | -22.9% | -$538.63万 | 减仓 |
| TWLO | TWILIO INC | $1,820.94万 | 0.00% | 144,726 | -33,458 | -18.8% | -$420.97万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1,821.06万 | 0.00% | 243,881 | 82,416 | 51.0% | $615.40万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $1,825.64万 | 0.00% | 310,464 | -36,855 | -10.6% | -$216.72万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1,828.65万 | 0.00% | 2,238,255 | 6,223 | 0.3% | $5.08万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1,830.26万 | 0.00% | 428,834 | -218,987 | -33.8% | -$934.64万 | 减仓 |
| NTSX | WISDOMTREE TR | $1,830.34万 | 0.00% | 350,975 | 15,945 | 4.8% | $83.15万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $1,831.75万 | 0.00% | 632,728 | 52,851 | 9.1% | $153.00万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1,832.38万 | 0.00% | 973,632 | -127,440 | -11.6% | -$239.84万 | 减仓 |
| MP | MP MATERIALS CORP | $1,833.91万 | 0.00% | 380,006 | 29,336 | 8.4% | $141.58万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1,834.87万 | 0.00% | 521,239 | 11,571 | 2.3% | $40.73万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,836.21万 | 0.00% | 102,011 | -354 | -0.3% | -$6.37万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1,838.95万 | 0.00% | 238,422 | 29,546 | 14.1% | $227.89万 | 加仓 |