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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $1.52亿 | 0.04% | 1,547,042 | 64,096 | 4.3% | $630.58万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1.53亿 | 0.04% | 7,850,659 | 209,088 | 2.7% | $408.35万 | 加仓 |
| IDEV | ISHARES TR | $1.53亿 | 0.04% | 1,835,423 | 350,761 | 23.6% | $2,931.31万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.54亿 | 0.04% | 6,221,234 | 136,280 | 2.2% | $337.29万 | 加仓 |
| TIP | ISHARES TR | $1.55亿 | 0.04% | 1,402,159 | 141,881 | 11.3% | $1,565.80万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1.56亿 | 0.04% | 7,652,783 | 368,878 | 5.1% | $753.36万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.56亿 | 0.04% | 4,013,581 | 692,682 | 20.9% | $2,698.69万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.56亿 | 0.04% | 2,148,544 | 55,719 | 2.7% | $405.52万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.57亿 | 0.04% | 285,423 | 9,550 | 3.5% | $524.31万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.57亿 | 0.04% | 602,568 | 34,009 | 6.0% | $885.22万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.57亿 | 0.04% | 3,079,282 | 54,986 | 1.8% | $280.32万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.57亿 | 0.04% | 1,083,447 | 10,239 | 1.0% | $148.41万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.57亿 | 0.04% | 1,201,556 | 18,288 | 1.5% | $239.61万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.58亿 | 0.04% | 4,165,740 | 12,375 | 0.3% | $46.83万 | 加仓 |
| IGSB | ISHARES TR | $1.58亿 | 0.04% | 3,001,845 | 13,806 | 0.5% | $72.56万 | 加仓 |
| USB | US BANCORP | $1.61亿 | 0.04% | 3,087,669 | 146,352 | 5.0% | $761.18万 | 加仓 |
| PSX | PHILLIPS 66 | $1.62亿 | 0.04% | 887,797 | -6,646 | -0.7% | -$121.08万 | 减仓 |
| GCOW | PACER FDS TR | $1.62亿 | 0.04% | 3,500,487 | 199,411 | 6.0% | $922.08万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.62亿 | 0.04% | 5,825,215 | 673,893 | 13.1% | $1,876.79万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.62亿 | 0.04% | 2,726,479 | 249,214 | 10.1% | $1,484.07万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1.62亿 | 0.04% | 5,085,492 | 1,749,194 | 52.4% | $5,585.18万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1.62亿 | 0.04% | 2,701,696 | -94,402 | -3.4% | -$567.54万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.63亿 | 0.04% | 4,589,170 | 331,736 | 7.8% | $1,174.68万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1.63亿 | 0.04% | 4,104,498 | 254,886 | 6.6% | $1,012.66万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1.63亿 | 0.04% | 8,626,539 | 945,327 | 12.3% | $1,790.45万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.63亿 | 0.04% | 1,636,238 | 210,017 | 14.7% | $2,097.23万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $1.64亿 | 0.04% | 3,248,072 | 119,465 | 3.8% | $603.00万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1.65亿 | 0.04% | 4,993,050 | 2,214,945 | 79.7% | $7,333.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.66亿 | 0.04% | 337,275 | 4,283 | 1.3% | $210.52万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1.66亿 | 0.04% | 2,195,535 | 2,531 | 0.1% | $19.16万 | 加仓 |
| ESGU | ISHARES TR | $1.67亿 | 0.04% | 1,183,376 | 21,288 | 1.8% | $301.05万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.68亿 | 0.04% | 4,117,461 | 109,443 | 2.7% | $446.86万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.69亿 | 0.04% | 1,793,721 | 12,574 | 0.7% | $118.17万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.69亿 | 0.04% | 1,219,829 | 76,624 | 6.7% | $1,059.86万 | 加仓 |
| PLD | PROLOGIS INC. | $1.69亿 | 0.04% | 1,276,905 | 35,487 | 2.9% | $469.07万 | 加仓 |
| BX | BLACKSTONE INC | $1.69亿 | 0.04% | 1,469,080 | 169,089 | 13.0% | $1,944.35万 | 加仓 |
| IWV | ISHARES TR | $1.70亿 | 0.05% | 457,350 | -42,872 | -8.6% | -$1,589.18万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1.70亿 | 0.05% | 3,103,326 | 220,123 | 7.6% | $1,209.14万 | 加仓 |
| USHY | ISHARES TR | $1.71亿 | 0.05% | 4,636,622 | -826,070 | -15.1% | -$3,043.24万 | 减仓 |
| ICSH | ISHARES TR | $1.71亿 | 0.05% | 3,374,429 | 487,033 | 16.9% | $2,465.36万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.71亿 | 0.05% | 730,084 | -109,059 | -13.0% | -$2,552.31万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.71亿 | 0.05% | 2,430,647 | 33,119 | 1.4% | $233.03万 | 加仓 |
| IGM | ISHARES TR | $1.72亿 | 0.05% | 1,449,301 | -4,642 | -0.3% | -$55.01万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1.72亿 | 0.05% | 2,260,942 | 89,427 | 4.1% | $679.82万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1.73亿 | 0.05% | 6,921,041 | 876,336 | 14.5% | $2,189.09万 | 加仓 |
| MDT | MEDTRONIC PLC | $1.74亿 | 0.05% | 2,004,859 | 231,145 | 13.0% | $2,002.87万 | 加仓 |
| SHOP | SHOPIFY INC | $1.74亿 | 0.05% | 1,465,785 | 89,463 | 6.5% | $1,061.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.74亿 | 0.05% | 1,419,846 | 159,377 | 12.6% | $1,956.83万 | 加仓 |
| COWG | PACER FDS TR | $1.75亿 | 0.05% | 5,181,940 | -310,219 | -5.6% | -$1,046.64万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1.75亿 | 0.05% | 3,452,747 | 830,704 | 31.7% | $4,215.82万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.77亿 | 0.05% | 543,222 | 29,209 | 5.7% | $952.01万 | 加仓 |
| VPU | VANGUARD WORLD FD | $1.77亿 | 0.05% | 894,086 | 923 | 0.1% | $18.29万 | 加仓 |
| USIG | ISHARES TR | $1.77亿 | 0.05% | 3,464,282 | 645,199 | 22.9% | $3,305.35万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1.77亿 | 0.05% | 6,881,847 | 646,141 | 10.4% | $1,666.40万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1.80亿 | 0.05% | 3,686,913 | 642,471 | 21.1% | $3,139.11万 | 加仓 |
| IWO | ISHARES TR | $1.81亿 | 0.05% | 576,867 | 4,173 | 0.7% | $130.95万 | 加仓 |
| IWS | ISHARES TR | $1.82亿 | 0.05% | 1,246,982 | 36,447 | 3.0% | $531.18万 | 加仓 |
| IHDG | WISDOMTREE TR | $1.82亿 | 0.05% | 3,774,548 | -470,089 | -11.1% | -$2,263.48万 | 减仓 |
| CLIP | GLOBAL X FDS | $1.82亿 | 0.05% | 1,815,256 | 977,828 | 116.8% | $9,813.48万 | 加仓 |
| QGRW | WISDOMTREE TR | $1.84亿 | 0.05% | 3,451,329 | 633,508 | 22.5% | $3,384.83万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.85亿 | 0.05% | 580,563 | 39,781 | 7.4% | $1,265.59万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1.85亿 | 0.05% | 1,844,300 | 117,378 | 6.8% | $1,176.01万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.87亿 | 0.05% | 3,100,853 | -1,054,775 | -25.4% | -$6,374.79万 | 减仓 |
| LIN | LINDE PLC | $1.88亿 | 0.05% | 379,809 | 25,528 | 7.2% | $1,265.58万 | 加仓 |
| DIVB | ISHARES TR | $1.89亿 | 0.05% | 3,494,085 | -83,841 | -2.3% | -$452.32万 | 减仓 |
| CMI | CUMMINS INC | $1.89亿 | 0.05% | 351,138 | -26,701 | -7.1% | -$1,436.57万 | 减仓 |
| KLAC | KLA CORP | $1.90亿 | 0.05% | 128,766 | -112 | -0.1% | -$16.49万 | 减仓 |
| IGV | ISHARES TR | $1.90亿 | 0.05% | 2,369,960 | 854,362 | 56.4% | $6,839.17万 | 加仓 |
| APH | AMPHENOL CORP | $1.90亿 | 0.05% | 1,502,939 | -32,031 | -2.1% | -$404.71万 | 减仓 |
| AMLP | ALPS ETF TR | $1.91亿 | 0.05% | 3,630,084 | 511,352 | 16.4% | $2,691.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.93亿 | 0.05% | 993,166 | 10,760 | 1.1% | $208.89万 | 加仓 |
| COP | CONOCOPHILLIPS | $1.93亿 | 0.05% | 1,464,071 | 86,400 | 6.3% | $1,140.48万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.93亿 | 0.05% | 7,538,416 | -158,474 | -2.1% | -$406.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.93亿 | 0.05% | 772,033 | 39,077 | 5.3% | $979.19万 | 加仓 |
| IGIB | ISHARES TR | $1.94亿 | 0.05% | 3,637,273 | 473,834 | 15.0% | $2,521.74万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $1.95亿 | 0.05% | 5,124,645 | 838,259 | 19.6% | $3,185.38万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.95亿 | 0.05% | 3,212,769 | 359,262 | 12.6% | $2,178.92万 | 加仓 |
| ENB | ENBRIDGE INC | $1.95亿 | 0.05% | 3,602,572 | -47,578 | -1.3% | -$257.59万 | 减仓 |
| IQLT | ISHARES TR | $1.95亿 | 0.05% | 4,222,093 | 26,136 | 0.6% | $120.83万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1.96亿 | 0.05% | 5,745,209 | 364,834 | 6.8% | $1,242.10万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.96亿 | 0.05% | 940,439 | 30,723 | 3.4% | $639.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.01亿 | 0.05% | 2,790,297 | -95,759 | -3.3% | -$688.79万 | 减仓 |
| IWN | ISHARES TR | $2.01亿 | 0.05% | 1,062,477 | -40,159 | -3.6% | -$761.37万 | 减仓 |
| IEUR | ISHARES TR | $2.01亿 | 0.05% | 2,867,259 | 267,185 | 10.3% | $1,877.51万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2.02亿 | 0.05% | 1,093,935 | 18,692 | 1.7% | $344.46万 | 加仓 |
| DIS | DISNEY WALT CO | $2.02亿 | 0.05% | 2,093,687 | -272,950 | -11.5% | -$2,630.69万 | 减仓 |
| VDC | VANGUARD WORLD FD | $2.02亿 | 0.05% | 898,835 | 23,856 | 2.7% | $535.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.02亿 | 0.05% | 438,016 | -17,054 | -3.7% | -$786.17万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.02亿 | 0.05% | 2,277,005 | 69,827 | 3.2% | $619.37万 | 加仓 |
| DBEF | DBX ETF TR | $2.04亿 | 0.05% | 4,131,698 | -688,189 | -14.3% | -$3,399.65万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2.04亿 | 0.05% | 1,621,323 | 249,836 | 18.2% | $3,146.18万 | 加仓 |
| IMCG | ISHARES TR | $2.05亿 | 0.05% | 2,603,354 | 155,028 | 6.3% | $1,221.16万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2.08亿 | 0.06% | 5,772,737 | 825,171 | 16.7% | $2,967.31万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.09亿 | 0.06% | 1,014,827 | -14,740 | -1.4% | -$303.35万 | 减仓 |
| HYTR | NORTHERN LTS FD TR III | $2.09亿 | 0.06% | 9,838,080 | 941,080 | 10.6% | $2,003.56万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2.10亿 | 0.06% | 3,056,314 | -179,592 | -5.5% | -$1,235.23万 | 减仓 |
| BLK | BLACKROCK INC | $2.10亿 | 0.06% | 218,728 | -823 | -0.4% | -$79.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.11亿 | 0.06% | 309,101 | -13,222 | -4.1% | -$902.06万 | 减仓 |
| QCOM | QUALCOMM INC | $2.11亿 | 0.06% | 1,640,382 | -34,264 | -2.0% | -$441.25万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2.12亿 | 0.06% | 616,427 | 19,019 | 3.2% | $652.77万 | 加仓 |