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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $6,053.15万 | 0.02% | 384,987 | 21,921 | 6.0% | $344.66万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $6,054.18万 | 0.02% | 2,878,145 | 433,899 | 17.8% | $912.71万 | 加仓 |
| KKR | KKR & CO INC | $6,054.34万 | 0.02% | 654,524 | -23,737 | -3.5% | -$219.57万 | 减仓 |
| QUS | SPDR SERIES TRUST | $6,055.43万 | 0.02% | 352,798 | 19,748 | 5.9% | $338.95万 | 加仓 |
| CIEN | CIENA CORP | $6,056.10万 | 0.02% | 155,993 | 3,388 | 2.2% | $131.53万 | 加仓 |
| IWL | ISHARES TR | $6,062.18万 | 0.02% | 377,756 | 94,189 | 33.2% | $1,511.53万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $6,081.41万 | 0.02% | 2,382,065 | 859,660 | 56.5% | $2,194.71万 | 加仓 |
| ICLN | ISHARES TR | $6,096.60万 | 0.02% | 3,333,296 | 296,981 | 9.8% | $543.18万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $6,105.68万 | 0.02% | 1,818,249 | 337,791 | 22.8% | $1,134.30万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $6,117.29万 | 0.02% | 818,695 | 103,193 | 14.4% | $771.06万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $6,131.02万 | 0.02% | 1,675,601 | 29,249 | 1.8% | $107.02万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,134.29万 | 0.02% | 390,023 | -48,717 | -11.1% | -$766.22万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $6,169.93万 | 0.02% | 1,076,319 | 265,917 | 32.8% | $1,524.35万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $6,174.34万 | 0.02% | 883,311 | 269,586 | 43.9% | $1,884.41万 | 加仓 |
| CRWV | COREWEAVE INC | $6,208.20万 | 0.02% | 801,368 | 137,256 | 20.7% | $1,063.32万 | 加仓 |
| FALN | ISHARES TR | $6,221.04万 | 0.02% | 2,328,235 | -100,817 | -4.2% | -$269.38万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $6,238.82万 | 0.02% | 601,274 | 143,644 | 31.4% | $1,490.45万 | 加仓 |
| CTAS | CINTAS CORP | $6,313.73万 | 0.02% | 373,284 | 25,963 | 7.5% | $439.14万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6,322.67万 | 0.02% | 1,378,389 | 46,385 | 3.5% | $212.77万 | 加仓 |
| TRFK | PACER FDS TR | $6,336.30万 | 0.02% | 1,018,044 | 94,970 | 10.3% | $591.09万 | 加仓 |
| IRM | IRON MTN INC DEL | $6,345.33万 | 0.02% | 621,238 | -13,561 | -2.1% | -$138.51万 | 减仓 |
| CI | THE CIGNA GROUP | $6,352.09万 | 0.02% | 238,130 | -2,319 | -1.0% | -$61.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,363.92万 | 0.02% | 894,689 | 5,688 | 0.6% | $40.46万 | 加仓 |
| IBDT | ISHARES TR | $6,366.67万 | 0.02% | 2,513,489 | 248,583 | 11.0% | $629.66万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $6,378.52万 | 0.02% | 1,432,088 | 353,131 | 32.7% | $1,572.85万 | 加仓 |
| VST | VISTRA CORP | $6,380.70万 | 0.02% | 424,447 | -41,343 | -8.9% | -$621.51万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $6,383.44万 | 0.02% | 843,701 | 684,209 | 429.0% | $5,176.72万 | 加仓 |
| COPX | GLOBAL X FDS | $6,407.82万 | 0.02% | 839,269 | 372,726 | 79.9% | $2,845.76万 | 加仓 |
| VOX | VANGUARD WORLD FD | $6,441.27万 | 0.02% | 358,166 | -64,028 | -15.2% | -$1,151.48万 | 减仓 |
| SLB | SLB LIMITED | $6,446.70万 | 0.02% | 1,254,465 | 124,008 | 11.0% | $637.28万 | 加仓 |
| OBIL | RBB FD INC | $6,453.03万 | 0.02% | 1,288,674 | 74,962 | 6.2% | $375.37万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $6,459.92万 | 0.02% | 1,808,994 | 220,886 | 13.9% | $788.78万 | 加仓 |
| EBAY | EBAY INC. | $6,469.48万 | 0.02% | 710,776 | 11,723 | 1.7% | $106.70万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $6,490.02万 | 0.02% | 1,834,895 | 119,211 | 6.9% | $421.65万 | 加仓 |
| CMF | ISHARES TR | $6,525.21万 | 0.02% | 1,147,593 | 158,111 | 16.0% | $899.02万 | 加仓 |
| AGGY | WISDOMTREE TR | $6,531.40万 | 0.02% | 1,503,200 | 25,942 | 1.8% | $112.72万 | 加仓 |
| PPL | PPL CORP | $6,556.90万 | 0.02% | 1,716,466 | -42,040 | -2.4% | -$160.59万 | 减仓 |
| EQIN | COLUMBIA ETF TR I | $6,558.39万 | 0.02% | 1,334,404 | -55,336 | -4.0% | -$271.97万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6,564.19万 | 0.02% | 728,464 | 207,145 | 39.7% | $1,866.58万 | 加仓 |
| IYF | ISHARES TR | $6,594.06万 | 0.02% | 560,433 | -53,820 | -8.8% | -$633.25万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $6,600.26万 | 0.02% | 938,070 | 263,005 | 39.0% | $1,850.50万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $6,615.38万 | 0.02% | 1,140,976 | 56,878 | 5.2% | $329.78万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,622.96万 | 0.02% | 1,366,685 | 11,341 | 0.8% | $54.96万 | 加仓 |
| QLTA | ISHARES TR | $6,635.68万 | 0.02% | 1,394,344 | -197,708 | -12.4% | -$940.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $6,636.41万 | 0.02% | 778,648 | 51,137 | 7.0% | $435.84万 | 加仓 |
| PFFD | GLOBAL X FDS | $6,642.59万 | 0.02% | 3,610,103 | -235,171 | -6.1% | -$432.71万 | 减仓 |
| SCZ | ISHARES TR | $6,655.28万 | 0.02% | 848,780 | -7,621 | -0.9% | -$59.76万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $6,731.14万 | 0.02% | 423,848 | -38,923 | -8.4% | -$618.14万 | 减仓 |
| IYZ | ISHARES TR | $6,769.87万 | 0.02% | 1,721,736 | 1,113,922 | 183.3% | $4,379.94万 | 加仓 |
| LRGC | AB ACTIVE ETFS INC | $6,798.51万 | 0.02% | 924,967 | 117,145 | 14.5% | $861.02万 | 加仓 |
| AUSF | GLOBAL X FDS | $6,812.01万 | 0.02% | 1,408,897 | 156,132 | 12.5% | $754.90万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $6,818.46万 | 0.02% | 2,215,225 | 247,365 | 12.6% | $761.39万 | 加仓 |
| BP | BP PLC | $6,824.25万 | 0.02% | 1,451,969 | 43,436 | 3.1% | $204.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $6,848.05万 | 0.02% | 49,660 | -3,894 | -7.3% | -$536.98万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $6,877.16万 | 0.02% | 983,998 | 910,943 | 1,246.9% | $6,366.58万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $6,878.83万 | 0.02% | 174,523 | 43,789 | 33.5% | $1,725.94万 | 加仓 |
| IHI | ISHARES TR | $6,880.46万 | 0.02% | 1,289,684 | -226,963 | -15.0% | -$1,210.85万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $6,888.24万 | 0.02% | 1,744,742 | 259,811 | 17.5% | $1,025.73万 | 加仓 |
| ACWX | ISHARES TR | $6,896.84万 | 0.02% | 1,007,279 | 563,231 | 126.8% | $3,856.44万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $6,919.98万 | 0.02% | 1,076,001 | -328,126 | -23.4% | -$2,110.25万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6,939.44万 | 0.02% | 475,989 | -26,173 | -5.2% | -$381.58万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $6,939.98万 | 0.02% | 2,894,070 | 241,591 | 9.1% | $579.34万 | 加仓 |
| SNOW | SNOWFLAKE INC | $6,941.53万 | 0.02% | 460,253 | 50,249 | 12.3% | $757.85万 | 加仓 |
| VAW | VANGUARD WORLD FD | $6,953.64万 | 0.02% | 308,585 | 12,998 | 4.4% | $292.90万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6,974.22万 | 0.02% | 213,233 | -4,469 | -2.1% | -$146.17万 | 减仓 |
| EMEQ | NOMURA ETF TR | $6,993.19万 | 0.02% | 1,550,595 | 1,159,897 | 296.9% | $5,231.14万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $7,050.37万 | 0.02% | 337,306 | -41,648 | -11.0% | -$870.53万 | 减仓 |
| IFRA | ISHARES TR | $7,061.94万 | 0.02% | 1,234,604 | 85,292 | 7.4% | $487.87万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $7,071.80万 | 0.02% | 1,139,143 | 13,730 | 1.2% | $85.24万 | 加仓 |
| CSX | CSX CORP | $7,079.67万 | 0.02% | 1,724,646 | 104,488 | 6.4% | $428.92万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $7,081.63万 | 0.02% | 589,939 | 3,645 | 0.6% | $43.75万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,100.47万 | 0.02% | 2,055,130 | 56,907 | 2.8% | $196.61万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $7,123.55万 | 0.02% | 3,576,081 | 390,360 | 12.3% | $777.60万 | 加仓 |
| GWW | WW GRAINGER INC | $7,127.92万 | 0.02% | 65,346 | -4,955 | -7.0% | -$540.49万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $7,203.12万 | 0.02% | 600,011 | -59,494 | -9.0% | -$714.22万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $7,217.89万 | 0.02% | 2,981,367 | 838,182 | 39.1% | $2,029.24万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $7,264.82万 | 0.02% | 1,563,891 | 310,634 | 24.8% | $1,443.00万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $7,276.81万 | 0.02% | 4,038,185 | -172,180 | -4.1% | -$310.27万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,299.17万 | 0.02% | 2,908,036 | 58,506 | 2.1% | $146.85万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,299.19万 | 0.02% | 420,824 | 15,574 | 3.8% | $270.13万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $7,305.14万 | 0.02% | 612,053 | 28,812 | 4.9% | $343.88万 | 加仓 |
| EOG | EOG RES INC | $7,306.32万 | 0.02% | 505,383 | -29,502 | -5.5% | -$426.51万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $7,306.44万 | 0.02% | 3,179,479 | 561,462 | 21.4% | $1,290.24万 | 加仓 |
| CLS | CELESTICA INC | $7,312.32万 | 0.02% | 259,597 | 16,196 | 6.7% | $456.21万 | 加仓 |
| DTCR | GLOBAL X FDS | $7,316.10万 | 0.02% | 3,053,464 | 1,348,937 | 79.1% | $3,232.05万 | 加仓 |
| AMCR | AMCOR PLC | $7,337.08万 | 0.02% | 1,845,805 | 1,845,805 | — | $7,337.08万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $7,337.34万 | 0.02% | 287,423 | 33,170 | 13.0% | $846.76万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $7,369.83万 | 0.02% | 814,464 | 87,711 | 12.1% | $793.67万 | 加仓 |
| TFI | SPDR SERIES TRUST | $7,376.89万 | 0.02% | 1,627,016 | 8,047 | 0.5% | $36.49万 | 加仓 |
| EME | EMCOR GROUP INC | $7,386.74万 | 0.02% | 100,050 | 13,858 | 16.1% | $1,023.14万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $7,387.09万 | 0.02% | 1,635,035 | 72,354 | 4.6% | $326.90万 | 加仓 |
| IGLB | ISHARES TR | $7,399.18万 | 0.02% | 1,490,869 | 414,852 | 38.6% | $2,058.91万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $7,404.36万 | 0.02% | 993,241 | 72,534 | 7.9% | $540.72万 | 加仓 |
| SRE | SEMPRA | $7,423.83万 | 0.02% | 764,004 | -2,787 | -0.4% | -$27.08万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $7,428.70万 | 0.02% | 67,944 | 3,859 | 6.0% | $421.93万 | 加仓 |
| NGG | NATIONAL GRID PLC | $7,436.92万 | 0.02% | 879,068 | -162,028 | -15.6% | -$1,370.76万 | 减仓 |
| ECL | ECOLAB INC | $7,440.65万 | 0.02% | 279,703 | -3,002 | -1.1% | -$79.86万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $7,446.04万 | 0.02% | 1,557,098 | 131,508 | 9.2% | $628.87万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $7,513.11万 | 0.02% | 864,273 | 19,896 | 2.4% | $172.96万 | 加仓 |
| WAT | WATERS CORP | $7,555.59万 | 0.02% | 253,713 | 224,964 | 782.5% | $6,699.44万 | 加仓 |