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 |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | $2,485.09万 | 0.01% | 376,529 | -4,364 | -1.1% | -$28.80万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,485.43万 | 0.01% | 518,554 | 39,734 | 8.3% | $190.44万 | 加仓 |
| EWC | ISHARES INC | $2,489.12万 | 0.01% | 454,302 | -15,777 | -3.4% | -$86.44万 | 减仓 |
| OUSM | ALPS ETF TR | $2,498.17万 | 0.01% | 571,141 | -39,829 | -6.5% | -$174.21万 | 减仓 |
| DGS | WISDOMTREE TR | $2,505.44万 | 0.01% | 416,879 | -27,619 | -6.2% | -$165.99万 | 减仓 |
| BBY | BEST BUY INC | $2,507.50万 | 0.01% | 390,576 | 55,437 | 16.5% | $355.91万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $2,510.75万 | 0.01% | 4,483,488 | 20,991 | 0.5% | $11.75万 | 加仓 |
| RDDT | REDDIT INC | $2,510.83万 | 0.01% | 186,471 | 15,610 | 9.1% | $210.19万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $2,515.78万 | 0.01% | 1,412,568 | 318,120 | 29.1% | $566.57万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $2,528.11万 | 0.01% | 698,952 | -17,559 | -2.5% | -$63.51万 | 减仓 |
| IBHG | ISHARES TR | $2,529.69万 | 0.01% | 1,143,106 | 229,318 | 25.1% | $507.48万 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $2,530.39万 | 0.01% | 798,482 | 186,036 | 30.4% | $589.55万 | 加仓 |
| QDF | FLEXSHARES TR | $2,531.89万 | 0.01% | 320,128 | -38,384 | -10.7% | -$303.58万 | 减仓 |
| CMBS | ISHARES TR | $2,538.89万 | 0.01% | 521,012 | 102,848 | 24.6% | $501.18万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2,540.71万 | 0.01% | 1,340,035 | -24,556 | -1.8% | -$46.56万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,542.07万 | 0.01% | 1,094,775 | 252,137 | 29.9% | $585.46万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $2,546.20万 | 0.01% | 729,362 | 146,571 | 25.1% | $511.68万 | 加仓 |
| AOK | ISHARES TR | $2,547.13万 | 0.01% | 638,539 | -8,422 | -1.3% | -$33.60万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $2,548.74万 | 0.01% | 1,231,390 | 157,784 | 14.7% | $326.58万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2,551.46万 | 0.01% | 178,611 | -28,291 | -13.7% | -$404.14万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $2,553.07万 | 0.01% | 1,051,513 | 50,462 | 5.0% | $122.52万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $2,556.06万 | 0.01% | 298,571 | 29,836 | 11.1% | $255.43万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $2,563.50万 | 0.01% | 603,176 | -25,587 | -4.1% | -$108.74万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,563.86万 | 0.01% | 262,341 | -75,698 | -22.4% | -$739.80万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $2,566.98万 | 0.01% | 1,003,904 | 363,712 | 56.8% | $930.01万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $2,575.93万 | 0.01% | 485,750 | 3,755 | 0.8% | $19.91万 | 加仓 |
| IBHH | ISHARES TR | $2,579.89万 | 0.01% | 1,099,230 | 180,650 | 19.7% | $423.99万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,590.70万 | 0.01% | 54,744 | -9,077 | -14.2% | -$429.56万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $2,594.35万 | 0.01% | 518,353 | -14,690 | -2.8% | -$73.52万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $2,594.67万 | 0.01% | 376,530 | 222,430 | 144.3% | $1,532.77万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $2,595.52万 | 0.01% | 924,331 | 24,151 | 2.7% | $67.82万 | 加仓 |
| — | ISHARES ETHEREUM TR | $2,597.38万 | 0.01% | 1,640,795 | 226,672 | 16.0% | $358.82万 | 加仓 |
| MTZ | MASTEC INC | $2,601.17万 | 0.01% | 80,847 | -2,225 | -2.7% | -$71.59万 | 减仓 |
| SONY | SONY GROUP CORP | $2,620.10万 | 0.01% | 1,265,747 | 325,402 | 34.6% | $673.58万 | 加仓 |
| EUSB | ISHARES TR | $2,623.98万 | 0.01% | 603,213 | 18,291 | 3.1% | $79.57万 | 加仓 |
| PHM | PULTE GROUP INC | $2,645.13万 | 0.01% | 224,907 | -147,761 | -39.6% | -$1,737.81万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $2,646.07万 | 0.01% | 409,282 | 47,722 | 13.2% | $308.53万 | 加仓 |
| OKLO | OKLO INC | $2,647.86万 | 0.01% | 533,951 | 32,336 | 6.4% | $160.35万 | 加仓 |
| GQI | NATIXIS ETF TR | $2,649.47万 | 0.01% | 483,057 | 80,240 | 19.9% | $440.10万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $2,652.22万 | 0.01% | 1,795,677 | -27,728 | -1.5% | -$40.95万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $2,652.42万 | 0.01% | 733,726 | 290,388 | 65.5% | $1,049.75万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2,653.14万 | 0.01% | 185,236 | 3,728 | 2.1% | $53.40万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,663.70万 | 0.01% | 458,753 | 9,677 | 2.2% | $56.19万 | 加仓 |
| MCO | MOODYS CORP | $2,667.72万 | 0.01% | 61,152 | -66,384 | -52.1% | -$2,895.96万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2,670.33万 | 0.01% | 510,287 | -14,151 | -2.7% | -$74.05万 | 减仓 |
| IWMI | NEOS ETF TRUST | $2,672.96万 | 0.01% | 563,915 | 175,978 | 45.4% | $834.14万 | 加仓 |
| SDIV | GLOBAL X FDS | $2,695.32万 | 0.01% | 1,067,030 | 47,404 | 4.6% | $119.74万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $2,697.83万 | 0.01% | 417,685 | 13,586 | 3.4% | $87.75万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2,700.13万 | 0.01% | 269,771 | 37,248 | 16.0% | $372.81万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $2,705.16万 | 0.01% | 1,070,078 | 180,953 | 20.4% | $457.45万 | 加仓 |
| XYZ | BLOCK INC | $2,707.33万 | 0.01% | 449,872 | -35,015 | -7.2% | -$210.72万 | 减仓 |
| DHI | D R HORTON INC | $2,711.00万 | 0.01% | 197,566 | 1,701 | 0.9% | $23.34万 | 加仓 |
| DMXF | ISHARES TR | $2,712.14万 | 0.01% | 359,463 | 274,432 | 322.7% | $2,070.59万 | 加仓 |
| — | TWO RDS SHARED TR | $2,715.06万 | 0.01% | 591,543 | -33,550 | -5.4% | -$153.99万 | 减仓 |
| IETC | ISHARES U S ETF TR | $2,718.46万 | 0.01% | 307,588 | 12,886 | 4.4% | $113.89万 | 加仓 |
| MPLX | MPLX LP | $2,720.46万 | 0.01% | 476,689 | -2,209 | -0.5% | -$12.61万 | 减仓 |
| OAIM | UNIFIED SER TR | $2,722.24万 | 0.01% | 632,242 | 608,842 | 2,601.9% | $2,621.49万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $2,725.32万 | 0.01% | 543,001 | 289,607 | 114.3% | $1,453.54万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $2,733.60万 | 0.01% | 981,896 | 189,430 | 23.9% | $527.37万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $2,736.31万 | 0.01% | 817,663 | 403,686 | 97.5% | $1,350.93万 | 加仓 |
| EUSA | ISHARES INC | $2,744.65万 | 0.01% | 269,691 | 117,846 | 77.6% | $1,199.32万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $2,747.92万 | 0.01% | 1,266,325 | 492,195 | 63.6% | $1,068.06万 | 加仓 |
| RY | ROYAL BK CDA | $2,748.48万 | 0.01% | 169,890 | 6,686 | 4.1% | $108.17万 | 加仓 |
| ICF | ISHARES TR | $2,750.30万 | 0.01% | 444,386 | -183 | -0.0% | -$1.13万 | 减仓 |
| AOA | ISHARES TR | $2,756.36万 | 0.01% | 311,488 | 45,073 | 16.9% | $398.85万 | 加仓 |
| VOLT | TEMA ETF TRUST | $2,763.76万 | 0.01% | 807,173 | 660,204 | 449.2% | $2,260.54万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $2,767.04万 | 0.01% | 238,640 | 16,800 | 7.6% | $194.80万 | 加仓 |
| SMMU | PIMCO ETF TR | $2,769.19万 | 0.01% | 548,897 | 44,367 | 8.8% | $223.83万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,770.62万 | 0.01% | 45,795 | 15,233 | 49.8% | $921.60万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $2,774.40万 | 0.01% | 2,517,603 | -34,632 | -1.4% | -$38.16万 | 减仓 |
| MTB | M & T BK CORP | $2,774.44万 | 0.01% | 134,213 | 4,242 | 3.3% | $87.69万 | 加仓 |
| HEDJ | WISDOMTREE TR | $2,782.73万 | 0.01% | 532,071 | -18,328 | -3.3% | -$95.86万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $2,783.41万 | 0.01% | 297,914 | -36,617 | -10.9% | -$342.11万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,785.05万 | 0.01% | 242,537 | 25,411 | 11.7% | $291.79万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $2,792.51万 | 0.01% | 2,524,874 | -33,261 | -1.3% | -$36.79万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $2,800.59万 | 0.01% | 225,019 | -9,178 | -3.9% | -$114.23万 | 减仓 |
| HPQ | HP INC | $2,803.44万 | 0.01% | 1,459,363 | 416,632 | 40.0% | $800.35万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2,809.76万 | 0.01% | 143,326 | 12,716 | 9.7% | $249.28万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2,810.28万 | 0.01% | 748,011 | -6,296 | -0.8% | -$23.65万 | 减仓 |
| TDI | TOUCHSTONE ETF TRUST | $2,813.50万 | 0.01% | 682,255 | 626,572 | 1,125.2% | $2,583.87万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $2,814.03万 | 0.01% | 414,316 | 41,643 | 11.2% | $282.84万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $2,824.95万 | 0.01% | 336,303 | 42,410 | 14.4% | $356.24万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,831.56万 | 0.01% | 353,591 | 119,756 | 51.2% | $959.01万 | 加仓 |
| STOT | SSGA ACTIVE TR | $2,837.78万 | 0.01% | 602,118 | 87,386 | 17.0% | $411.85万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,839.76万 | 0.01% | 432,297 | 49,047 | 12.8% | $322.19万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $2,843.69万 | 0.01% | 1,278,287 | -38,899 | -3.0% | -$86.54万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $2,844.49万 | 0.01% | 406,185 | 25,634 | 6.7% | $179.51万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,847.65万 | 0.01% | 1,346,409 | 105,067 | 8.5% | $222.22万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $2,858.68万 | 0.01% | 462,981 | 22,330 | 5.1% | $137.88万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2,865.06万 | 0.01% | 1,043,357 | -124,989 | -10.7% | -$343.22万 | 减仓 |
| ARKW | ARK ETF TR | $2,866.73万 | 0.01% | 237,686 | -57,885 | -19.6% | -$698.15万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $2,871.59万 | 0.01% | 267,398 | 30,358 | 12.8% | $326.01万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $2,872.13万 | 0.01% | 250,776 | 5,994 | 2.4% | $68.65万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2,881.75万 | 0.01% | 582,643 | 21,099 | 3.8% | $104.36万 | 加仓 |
| EZM | WISDOMTREE TR | $2,884.73万 | 0.01% | 429,148 | 179,673 | 72.0% | $1,207.76万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2,885.06万 | 0.01% | 1,282,820 | 140,934 | 12.3% | $316.96万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,887.20万 | 0.01% | 49,045 | 5,716 | 13.2% | $336.49万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $2,894.75万 | 0.01% | 459,703 | -215,583 | -31.9% | -$1,357.53万 | 减仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $2,896.81万 | 0.01% | 561,614 | 190,754 | 51.4% | $983.91万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2,903.22万 | 0.01% | 50,300 | 12,400 | 32.7% | $715.70万 | 加仓 |