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 |
|---|---|---|---|---|---|---|---|---|
| LGLV | SPDR SERIES TRUST | $3,318.66万 | 0.01% | 186,337 | 2,376 | 1.3% | $42.32万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3,323.08万 | 0.01% | 721,310 | 68,651 | 10.5% | $316.28万 | 加仓 |
| DWM | WISDOMTREE TR | $3,326.85万 | 0.01% | 476,008 | -588 | -0.1% | -$4.11万 | 减仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $3,327.12万 | 0.01% | 1,142,602 | 127,424 | 12.6% | $371.04万 | 加仓 |
| CHAT | TIDAL TRUST II | $3,328.29万 | 0.01% | 538,123 | 16,996 | 3.3% | $105.12万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3,330.93万 | 0.01% | 408,052 | -86,129 | -17.4% | -$703.07万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $3,332.86万 | 0.01% | 933,574 | 112,079 | 13.6% | $400.12万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $3,343.35万 | 0.01% | 658,918 | -13,762 | -2.0% | -$69.83万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,344.59万 | 0.01% | 247,327 | -4,659 | -1.8% | -$63.00万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $3,346.63万 | 0.01% | 675,814 | 55,700 | 9.0% | $275.83万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $3,353.56万 | 0.01% | 596,057 | 44,424 | 8.1% | $249.94万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $3,354.10万 | 0.01% | 1,121,795 | 965,964 | 619.9% | $2,888.17万 | 加仓 |
| YYY | AMPLIFY ETF TR | $3,364.39万 | 0.01% | 3,050,216 | 203,535 | 7.1% | $224.50万 | 加仓 |
| BILL | BILL HOLDINGS INC | $3,366.37万 | 0.01% | 878,947 | 287,575 | 48.6% | $1,101.41万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $3,378.73万 | 0.01% | 365,901 | -28,034 | -7.1% | -$258.87万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $3,387.90万 | 0.01% | 400,178 | -44,667 | -10.0% | -$378.15万 | 减仓 |
| EWY | ISHARES INC | $3,403.49万 | 0.01% | 276,684 | 151,195 | 120.5% | $1,859.85万 | 加仓 |
| IYR | ISHARES TR | $3,403.58万 | 0.01% | 359,939 | 19,050 | 5.6% | $180.14万 | 加仓 |
| HYS | PIMCO ETF TR | $3,413.39万 | 0.01% | 365,969 | 30,862 | 9.2% | $287.85万 | 加仓 |
| B | BARRICK MNG CORP | $3,430.11万 | 0.01% | 840,918 | 94,113 | 12.6% | $383.89万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,433.91万 | 0.01% | 284,395 | -65,810 | -18.8% | -$794.62万 | 减仓 |
| NFLT | ETFIS SER TR I | $3,443.34万 | 0.01% | 1,513,555 | 10,816 | 0.7% | $24.61万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $3,448.46万 | 0.01% | 747,553 | -86,842 | -10.4% | -$400.60万 | 减仓 |
| RKLB | ROCKET LAB CORP | $3,449.98万 | 0.01% | 537,213 | 91,325 | 20.5% | $586.49万 | 加仓 |
| UTWO | RBB FD INC | $3,450.93万 | 0.01% | 714,740 | 13,884 | 2.0% | $67.04万 | 加仓 |
| EES | WISDOMTREE TR | $3,452.67万 | 0.01% | 594,789 | 14,599 | 2.5% | $84.75万 | 加仓 |
| VICI | VICI PPTYS INC | $3,458.61万 | 0.01% | 1,265,963 | -211,396 | -14.3% | -$577.53万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,461.22万 | 0.01% | 446,321 | 28,410 | 6.8% | $220.32万 | 加仓 |
| ISCG | ISHARES TR | $3,470.14万 | 0.01% | 633,237 | -43,613 | -6.4% | -$239.00万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $3,487.73万 | 0.01% | 305,085 | 33,295 | 12.3% | $380.63万 | 加仓 |
| HEGD | LISTED FDS TR | $3,489.12万 | 0.01% | 1,412,600 | 134,736 | 10.5% | $332.80万 | 加仓 |
| ITB | ISHARES TR | $3,492.45万 | 0.01% | 385,693 | -436,795 | -53.1% | -$3,955.18万 | 减仓 |
| INDA | ISHARES TR | $3,501.04万 | 0.01% | 747,447 | -131,453 | -15.0% | -$615.73万 | 减仓 |
| ZTS | ZOETIS INC | $3,509.36万 | 0.01% | 296,876 | -36,909 | -11.1% | -$436.30万 | 减仓 |
| DDOG | DATADOG INC | $3,509.81万 | 0.01% | 297,316 | 85,419 | 40.3% | $1,008.37万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $3,517.01万 | 0.01% | 262,131 | -13,441 | -4.9% | -$180.34万 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $3,519.13万 | 0.01% | 1,574,555 | 556,509 | 54.7% | $1,243.80万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $3,531.03万 | 0.01% | 1,001,712 | -116,318 | -10.4% | -$410.02万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $3,536.21万 | 0.01% | 67,651 | 2,021 | 3.1% | $105.64万 | 加仓 |
| KHC | KRAFT HEINZ CO | $3,548.67万 | 0.01% | 1,577,889 | 34,800 | 2.3% | $78.27万 | 加仓 |
| CMS | CMS ENERGY CORP | $3,553.19万 | 0.01% | 458,003 | 17,377 | 3.9% | $134.81万 | 加仓 |
| IQDG | WISDOMTREE TR | $3,564.80万 | 0.01% | 888,093 | -142,143 | -13.8% | -$570.56万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $3,568.95万 | 0.01% | 584,594 | 233,404 | 66.5% | $1,424.93万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $3,576.42万 | 0.01% | 1,214,405 | -120,532 | -9.0% | -$354.97万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $3,577.67万 | 0.01% | 1,082,830 | 107,307 | 11.0% | $354.54万 | 加仓 |
| DVYE | ISHARES INC | $3,583.26万 | 0.01% | 1,042,252 | 308,511 | 42.0% | $1,060.66万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $3,588.69万 | 0.01% | 194,277 | 19,622 | 11.2% | $362.46万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,598.36万 | 0.01% | 166,145 | -38,167 | -18.7% | -$826.62万 | 减仓 |
| HYZD | WISDOMTREE TR | $3,602.16万 | 0.01% | 1,636,601 | 155,111 | 10.5% | $341.40万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $3,606.81万 | 0.01% | 366,062 | -40,269 | -9.9% | -$396.77万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,612.01万 | 0.01% | 477,464 | 157,120 | 49.0% | $1,188.61万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $3,613.87万 | 0.01% | 1,641,682 | 308,191 | 23.1% | $678.43万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $3,616.37万 | 0.01% | 1,458,213 | 118,234 | 8.8% | $293.22万 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,636.52万 | 0.01% | 524,902 | 25,690 | 5.1% | $177.98万 | 加仓 |
| PCAR | PACCAR INC | $3,684.67万 | 0.01% | 319,019 | -18,677 | -5.5% | -$215.72万 | 减仓 |
| NUSC | NUSHARES ETF TR | $3,693.79万 | 0.01% | 819,749 | 221,036 | 36.9% | $995.99万 | 加仓 |
| IMCB | ISHARES TR | $3,716.37万 | 0.01% | 445,448 | -10,813 | -2.4% | -$90.21万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $3,716.73万 | 0.01% | 520,338 | -18,505 | -3.4% | -$132.18万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $3,723.18万 | 0.01% | 161,253 | 57,881 | 56.0% | $1,336.42万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $3,735.73万 | 0.01% | 708,329 | 171,728 | 32.0% | $905.69万 | 加仓 |
| EZU | ISHARES INC | $3,740.69万 | 0.01% | 597,173 | 30,129 | 5.3% | $188.73万 | 加仓 |
| CCJ | CAMECO CORP | $3,763.59万 | 0.01% | 346,523 | -12,752 | -3.5% | -$138.50万 | 减仓 |
| DASH | DOORDASH INC | $3,766.71万 | 0.01% | 250,863 | 1,040 | 0.4% | $15.62万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $3,784.10万 | 0.01% | 2,279,577 | 22,544 | 1.0% | $37.42万 | 加仓 |
| GRNY | TIDAL TRUST I | $3,811.52万 | 0.01% | 1,596,784 | 479,407 | 42.9% | $1,144.34万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $3,814.72万 | 0.01% | 765,855 | -248,607 | -24.5% | -$1,238.31万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $3,819.46万 | 0.01% | 968,915 | -120,976 | -11.1% | -$476.89万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $3,819.67万 | 0.01% | 848,249 | 777,964 | 1,106.9% | $3,503.17万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $3,821.14万 | 0.01% | 141,064 | 5,578 | 4.1% | $151.10万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $3,821.37万 | 0.01% | 1,324,567 | 722,600 | 120.0% | $2,084.70万 | 加仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $3,821.91万 | 0.01% | 1,090,416 | -7,065 | -0.6% | -$24.76万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $3,823.91万 | 0.01% | 759,617 | 86,697 | 12.9% | $436.43万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $3,830.51万 | 0.01% | 503,882 | -10,722 | -2.1% | -$81.51万 | 减仓 |
| EMLC | VANECK ETF TRUST | $3,849.49万 | 0.01% | 1,533,049 | 506,388 | 49.3% | $1,271.54万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3,861.86万 | 0.01% | 831,223 | 167,249 | 25.2% | $777.04万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $3,865.80万 | 0.01% | 409,599 | 2,114 | 0.5% | $19.95万 | 加仓 |
| IYG | ISHARES TR | $3,872.43万 | 0.01% | 467,459 | -12,482 | -2.6% | -$103.40万 | 减仓 |
| TER | TERADYNE INC | $3,878.88万 | 0.01% | 130,840 | 28,386 | 27.7% | $841.53万 | 加仓 |
| TPSC | TIMOTHY PLAN | $3,884.84万 | 0.01% | 915,259 | 497,796 | 119.2% | $2,112.91万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $3,899.27万 | 0.01% | 264,411 | 26,939 | 11.3% | $397.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,907.44万 | 0.01% | 1,153,999 | 15,329 | 1.3% | $51.90万 | 加仓 |
| CG | CARLYLE GROUP INC | $3,916.08万 | 0.01% | 809,274 | -120,499 | -13.0% | -$583.10万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $3,918.75万 | 0.01% | 289,549 | -49,649 | -14.6% | -$671.95万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $3,937.10万 | 0.01% | 260,253 | -7,477 | -2.8% | -$113.11万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,962.37万 | 0.01% | 500,805 | -64,249 | -11.4% | -$508.34万 | 减仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $3,970.29万 | 0.01% | 1,847,504 | 587,800 | 46.7% | $1,263.18万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $3,982.75万 | 0.01% | 611,601 | 48,856 | 8.7% | $318.15万 | 加仓 |
| ILCV | ISHARES TR | $3,989.61万 | 0.01% | 428,345 | 33,917 | 8.6% | $315.90万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $4,000.77万 | 0.01% | 440,738 | -25,499 | -5.5% | -$231.47万 | 减仓 |
| MKSI | MKS INC. | $4,021.09万 | 0.01% | 174,975 | 163,065 | 1,369.1% | $3,747.39万 | 加仓 |
| IGRO | ISHARES TR | $4,025.09万 | 0.01% | 480,493 | 19,327 | 4.2% | $161.90万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $4,032.50万 | 0.01% | 873,589 | -83,078 | -8.7% | -$383.49万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $4,038.18万 | 0.01% | 95,085 | -9,980 | -9.5% | -$423.84万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,047.59万 | 0.01% | 1,521,078 | 98,786 | 6.9% | $262.87万 | 加仓 |
| IYE | ISHARES TR | $4,055.14万 | 0.01% | 626,083 | 152,266 | 32.1% | $986.23万 | 加仓 |
| ZROZ | PIMCO ETF TR | $4,057.39万 | 0.01% | 633,868 | -20,934 | -3.2% | -$134.00万 | 减仓 |
| SUSA | ISHARES TR | $4,058.96万 | 0.01% | 307,264 | -752 | -0.2% | -$9.93万 | 减仓 |
| HYD | VANECK ETF TRUST | $4,059.32万 | 0.01% | 809,597 | -5,834 | -0.7% | -$29.25万 | 减仓 |
| IBTH | ISHARES TR | $4,062.40万 | 0.01% | 1,811,146 | 64,069 | 3.7% | $143.71万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $4,067.93万 | 0.01% | 872,760 | 228,945 | 35.6% | $1,067.11万 | 加仓 |