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 |
|---|---|---|---|---|---|---|---|---|
| SPYD | SPDR SERIES TRUST | $2.12亿 | 0.06% | 4,663,639 | 139,000 | 3.1% | $632.73万 | 加仓 |
| SPYI | NEOS ETF TRUST | $2.12亿 | 0.06% | 4,301,671 | 1,161,798 | 37.0% | $5,735.80万 | 加仓 |
| MCK | MCKESSON CORP | $2.13亿 | 0.06% | 246,075 | 36,861 | 17.6% | $3,189.80万 | 加仓 |
| NOW | SERVICENOW INC | $2.14亿 | 0.06% | 2,043,851 | 237,679 | 13.2% | $2,484.93万 | 加仓 |
| QYLD | GLOBAL X FDS | $2.14亿 | 0.06% | 12,484,270 | 897,667 | 7.7% | $1,539.50万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2.16亿 | 0.06% | 793,109 | -13,177 | -1.6% | -$358.85万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $2.17亿 | 0.06% | 9,302,194 | 499,581 | 5.7% | $1,165.02万 | 加仓 |
| HYG | ISHARES TR | $2.17亿 | 0.06% | 2,732,850 | -174,295 | -6.0% | -$1,386.69万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2.18亿 | 0.06% | 5,487,195 | 827,829 | 17.8% | $3,295.59万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2.21亿 | 0.06% | 3,458,953 | 269,397 | 8.4% | $1,721.72万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $2.21亿 | 0.06% | 9,636,369 | 618,016 | 6.9% | $1,418.35万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2.22亿 | 0.06% | 3,030,571 | -219,214 | -6.7% | -$1,603.33万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2.22亿 | 0.06% | 2,162,331 | -6,570 | -0.3% | -$67.45万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.22亿 | 0.06% | 7,033,617 | 2,500,618 | 55.2% | $7,894.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2.23亿 | 0.06% | 745,929 | -17,925 | -2.3% | -$535.69万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2.26亿 | 0.06% | 4,825,157 | 291,304 | 6.4% | $1,364.18万 | 加仓 |
| TFC | TRUIST FINL CORP | $2.27亿 | 0.06% | 4,940,887 | 76,015 | 1.6% | $349.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $2.28亿 | 0.06% | 2,865,275 | 35,795 | 1.3% | $284.96万 | 加仓 |
| FLOT | ISHARES TR | $2.29亿 | 0.06% | 4,492,481 | 325,684 | 7.8% | $1,659.36万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2.30亿 | 0.06% | 8,739,583 | -3,370,726 | -27.8% | -$8,865.01万 | 减仓 |
| AIQ | GLOBAL X FDS | $2.32亿 | 0.06% | 4,967,564 | 176,516 | 3.7% | $823.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.32亿 | 0.06% | 900,988 | 24,587 | 2.8% | $632.75万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2.32亿 | 0.06% | 2,017,496 | 252,131 | 14.3% | $2,905.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $2.33亿 | 0.06% | 2,596,455 | -62,311 | -2.3% | -$558.24万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.34亿 | 0.06% | 573,515 | -8,263 | -1.4% | -$336.87万 | 减仓 |
| PFF | ISHARES TR | $2.34亿 | 0.06% | 7,711,936 | -151,331 | -1.9% | -$458.84万 | 减仓 |
| LOW | LOWES COS INC | $2.34亿 | 0.06% | 989,937 | -3,395 | -0.3% | -$80.22万 | 减仓 |
| TJX | TJX COS INC NEW | $2.35亿 | 0.06% | 1,474,620 | 69,132 | 4.9% | $1,104.04万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.36亿 | 0.06% | 2,506,373 | 278,712 | 12.5% | $2,626.58万 | 加仓 |
| GLW | CORNING INC | $2.39亿 | 0.06% | 1,755,920 | 74,032 | 4.4% | $1,006.61万 | 加仓 |
| EEM | ISHARES TR | $2.42亿 | 0.06% | 4,263,500 | 861,651 | 25.3% | $4,893.32万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.44亿 | 0.06% | 4,776,890 | -238,024 | -4.7% | -$1,213.92万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2.47亿 | 0.07% | 4,032,959 | -648,460 | -13.9% | -$3,976.36万 | 减仓 |
| PAAA | PGIM ETF TR | $2.48亿 | 0.07% | 4,849,195 | 814,073 | 20.2% | $4,166.43万 | 加仓 |
| CRM | SALESFORCE INC | $2.48亿 | 0.07% | 1,329,703 | 46,943 | 3.7% | $876.29万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.50亿 | 0.07% | 3,096,355 | 487,926 | 18.7% | $3,933.17万 | 加仓 |
| EMXC | ISHARES INC | $2.51亿 | 0.07% | 3,195,110 | 809,443 | 33.9% | $6,367.08万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.51亿 | 0.07% | 1,094,455 | -12,322 | -1.1% | -$283.15万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $2.52亿 | 0.07% | 4,357,422 | -319,320 | -6.8% | -$1,843.75万 | 减仓 |
| — | HONEYWELL INTL INC | $2.52亿 | 0.07% | 1,117,049 | 102,029 | 10.1% | $2,306.16万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $2.53亿 | 0.07% | 2,954,962 | 1,230,351 | 71.3% | $1.05亿 | 加仓 |
| C | CITIGROUP INC | $2.53亿 | 0.07% | 2,232,638 | 62,116 | 2.9% | $704.46万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2.54亿 | 0.07% | 5,878,875 | 97,898 | 1.7% | $422.23万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $2.54亿 | 0.07% | 18,060,018 | 3,334,430 | 22.6% | $4,694.88万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $2.54亿 | 0.07% | 5,085,055 | 802,099 | 18.7% | $4,013.70万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2.59亿 | 0.07% | 6,972,872 | 2,847,282 | 69.0% | $1.06亿 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.60亿 | 0.07% | 3,662,750 | 60,898 | 1.7% | $431.83万 | 加仓 |
| DE | DEERE & CO | $2.60亿 | 0.07% | 462,151 | 10,988 | 2.4% | $618.95万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2.62亿 | 0.07% | 2,800,348 | -34,558 | -1.2% | -$323.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.62亿 | 0.07% | 4,480,376 | 979,775 | 28.0% | $5,735.60万 | 加仓 |
| ETN | EATON CORP PLC | $2.63亿 | 0.07% | 734,953 | 8,069 | 1.1% | $288.60万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2.64亿 | 0.07% | 9,063,381 | 615,752 | 7.3% | $1,796.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.66亿 | 0.07% | 2,388,713 | 75,380 | 3.3% | $838.07万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $2.70亿 | 0.07% | 2,566,796 | 178,458 | 7.5% | $1,874.34万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $2.71亿 | 0.07% | 5,556,373 | -141,869 | -2.5% | -$691.04万 | 减仓 |
| DVY | ISHARES TR | $2.71亿 | 0.07% | 1,791,778 | 2,312 | 0.1% | $35.01万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2.72亿 | 0.07% | 898,982 | -10,837 | -1.2% | -$327.55万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.73亿 | 0.07% | 700,499 | 36,143 | 5.4% | $1,411.06万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2.76亿 | 0.07% | 10,156,841 | 3,400,219 | 50.3% | $9,231.59万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.76亿 | 0.07% | 912,858 | -9,050 | -1.0% | -$273.74万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $2.78亿 | 0.07% | 6,720,358 | 107,863 | 1.6% | $445.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.79亿 | 0.07% | 3,720,350 | 295,055 | 8.6% | $2,215.86万 | 加仓 |
| GLDM | WORLD GOLD TR | $2.80亿 | 0.07% | 3,022,407 | 29,517 | 1.0% | $273.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.81亿 | 0.07% | 1,750,681 | -124,288 | -6.6% | -$1,992.59万 | 减仓 |
| ASML | ASML HLDG NV | $2.83亿 | 0.08% | 214,630 | 5,507 | 2.6% | $727.38万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2.86亿 | 0.08% | 9,509,202 | 83,722 | 0.9% | $251.75万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2.90亿 | 0.08% | 11,337,017 | 1,301,363 | 13.0% | $3,324.98万 | 加仓 |
| LMUB | ISHARES TR | $2.90亿 | 0.08% | 5,812,359 | 5,812,359 | — | $2.90亿 | 新建仓 |
| BA | BOEING CO | $2.91亿 | 0.08% | 1,462,407 | 102,718 | 7.6% | $2,044.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2.92亿 | 0.08% | 8,590,950 | 523,941 | 6.5% | $1,779.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.95亿 | 0.08% | 863,800 | 22,404 | 2.7% | $765.75万 | 加仓 |
| SO | SOUTHERN CO | $2.96亿 | 0.08% | 3,070,673 | 55,543 | 1.8% | $536.10万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.96亿 | 0.08% | 6,313,068 | 21,890 | 0.3% | $102.77万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.01亿 | 0.08% | 8,522,485 | 978,401 | 13.0% | $3,455.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.01亿 | 0.08% | 3,801,473 | 389,438 | 11.4% | $3,087.07万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $3.02亿 | 0.08% | 10,768,498 | 571,099 | 5.6% | $1,599.08万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $3.02亿 | 0.08% | 12,233,750 | 671,765 | 5.8% | $1,655.90万 | 加仓 |
| PTLC | PACER FDS TR | $3.02亿 | 0.08% | 5,762,456 | -21,695 | -0.4% | -$113.81万 | 减仓 |
| NLR | VANECK ETF TRUST | $3.03亿 | 0.08% | 2,271,455 | 399,516 | 21.3% | $5,321.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $3.04亿 | 0.08% | 4,606,832 | 192,435 | 4.4% | $1,269.88万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $3.08亿 | 0.08% | 5,622,508 | 1,072,945 | 23.6% | $5,884.03万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $3.09亿 | 0.08% | 5,108,915 | 673,456 | 15.2% | $4,067.00万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $3.09亿 | 0.08% | 12,475,047 | 315,002 | 2.6% | $780.26万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3.10亿 | 0.08% | 6,205,269 | 673,345 | 12.2% | $3,366.05万 | 加仓 |
| GDX | VANECK ETF TRUST | $3.11亿 | 0.08% | 3,392,021 | -108,295 | -3.1% | -$993.82万 | 减仓 |
| BOND | PIMCO ETF TR | $3.16亿 | 0.08% | 3,420,959 | 525,007 | 18.1% | $4,844.76万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3.16亿 | 0.08% | 15,062,105 | 2,648,647 | 21.3% | $5,551.56万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $3.17亿 | 0.08% | 17,837,734 | 1,016,910 | 6.0% | $1,805.01万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.17亿 | 0.08% | 1,482,642 | 81,496 | 5.8% | $1,741.24万 | 加仓 |
| NOBL | PROSHARES TR | $3.21亿 | 0.09% | 3,025,065 | -91,585 | -2.9% | -$970.89万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3.22亿 | 0.09% | 1,481,210 | 42,495 | 3.0% | $923.20万 | 加仓 |
| STIP | ISHARES TR | $3.23亿 | 0.09% | 3,123,669 | 320,514 | 11.4% | $3,315.08万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $3.24亿 | 0.09% | 6,463,536 | 1,271,191 | 24.5% | $6,371.21万 | 加仓 |
| IEI | ISHARES TR | $3.24亿 | 0.09% | 2,735,908 | 281,609 | 11.5% | $3,339.88万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.25亿 | 0.09% | 2,481,110 | 119,058 | 5.0% | $1,558.95万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.26亿 | 0.09% | 1,966,860 | 237,797 | 13.8% | $3,940.30万 | 加仓 |
| MS | MORGAN STANLEY | $3.28亿 | 0.09% | 1,992,841 | 63,366 | 3.3% | $1,042.81万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3.28亿 | 0.09% | 4,893,076 | 611,527 | 14.3% | $4,104.57万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $3.33亿 | 0.09% | 3,059,312 | -318,364 | -9.4% | -$3,469.53万 | 减仓 |
| WTV | WISDOMTREE TR | $3.35亿 | 0.09% | 3,536,335 | 979,792 | 38.3% | $9,281.57万 | 加仓 |