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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $6.42亿 | 0.17% | 12,759,066 | -95,381 | -0.7% | -$480.15万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $6.64亿 | 0.18% | 29,704,133 | 5,981,448 | 25.2% | $1.34亿 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $6.64亿 | 0.18% | 22,024,213 | 16,386,579 | 290.7% | $4.94亿 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $6.68亿 | 0.18% | 13,252,376 | -20,360 | -0.2% | -$102.55万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $6.72亿 | 0.18% | 8,501,799 | 199,994 | 2.4% | $1,581.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.80亿 | 0.18% | 17,506,918 | -235,428 | -1.3% | -$914.87万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $6.98亿 | 0.19% | 7,528,935 | -150,686 | -2.0% | -$1,397.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.08亿 | 0.19% | 2,094,792 | 65,478 | 3.2% | $2,212.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7.21亿 | 0.19% | 6,527,850 | 1,052,611 | 19.2% | $1.16亿 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $7.24亿 | 0.19% | 14,253,890 | 1,845,604 | 14.9% | $9,375.67万 | 加仓 |
| IGF | ISHARES TR | $7.25亿 | 0.19% | 10,822,105 | 1,034,788 | 10.6% | $6,933.08万 | 加仓 |
| HD | HOME DEPOT INC | $7.32亿 | 0.19% | 2,226,080 | 56,457 | 2.6% | $1,856.81万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7.35亿 | 0.20% | 16,014,045 | 835,724 | 5.5% | $3,835.14万 | 加仓 |
| NFLX | NETFLIX INC. | $7.44亿 | 0.20% | 7,738,759 | -271,818 | -3.4% | -$2,613.53万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $7.46亿 | 0.20% | 28,419,125 | 6,159,437 | 27.7% | $1.62亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.47亿 | 0.20% | 5,109,312 | 123,524 | 2.5% | $1,806.91万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $7.52亿 | 0.20% | 1,623,835 | -26,157 | -1.6% | -$1,211.57万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $7.58亿 | 0.20% | 6,598,106 | 727,207 | 12.4% | $8,356.34万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $7.61亿 | 0.20% | 12,852,544 | 8,072 | 0.1% | $47.80万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $7.62亿 | 0.20% | 6,792,814 | 168,326 | 2.5% | $1,887.10万 | 加仓 |
| CAT | CATERPILLAR INC | $7.79亿 | 0.21% | 1,099,268 | 76,048 | 7.4% | $5,387.69万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $7.82亿 | 0.21% | 20,066,979 | 2,692,608 | 15.5% | $1.05亿 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $7.83亿 | 0.21% | 16,696,640 | 1,109,591 | 7.1% | $5,205.09万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $7.91亿 | 0.21% | 16,816,974 | -390,188 | -2.3% | -$1,835.05万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $8.05亿 | 0.21% | 8,332,950 | 3,653,444 | 78.1% | $3.53亿 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $8.07亿 | 0.21% | 22,288,405 | 1,913,437 | 9.4% | $6,930.47万 | 加仓 |
| MTUM | ISHARES TR | $8.08亿 | 0.21% | 3,366,370 | 74,513 | 2.3% | $1,788.24万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $8.19亿 | 0.22% | 15,777,188 | 166,726 | 1.1% | $865.81万 | 加仓 |
| TLH | ISHARES TR | $8.27亿 | 0.22% | 8,209,020 | -1,035,977 | -11.2% | -$1.04亿 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $8.28亿 | 0.22% | 5,116,989 | 202,910 | 4.1% | $3,281.66万 | 加仓 |
| ITOT | ISHARES TR | $8.45亿 | 0.22% | 5,929,433 | -394,791 | -6.2% | -$5,623.01万 | 减仓 |
| ABBV | ABBVIE INC | $8.58亿 | 0.23% | 3,945,266 | 92,169 | 2.4% | $2,004.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $8.70亿 | 0.23% | 3,322,073 | -591,321 | -15.1% | -$1.55亿 | 减仓 |
| VGT | VANGUARD WORLD FD | $8.74亿 | 0.23% | 1,252,584 | -49,338 | -3.8% | -$3,442.41万 | 减仓 |
| EFG | ISHARES TR | $8.81亿 | 0.23% | 7,906,644 | 5,750,000 | 266.6% | $6.40亿 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.83亿 | 0.23% | 16,343,095 | -135,215 | -0.8% | -$730.84万 | 减仓 |
| V | VISA INC | $8.85亿 | 0.24% | 2,928,554 | -29,934 | -1.0% | -$904.73万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8.89亿 | 0.24% | 17,789,030 | -701,306 | -3.8% | -$3,503.02万 | 减仓 |
| IAU | GOLD TR | $8.97亿 | 0.24% | 10,179,920 | -3,562,366 | -25.9% | -$3.14亿 | 减仓 |
| CVX | CHEVRON CORPORATION | $9.00亿 | 0.24% | 4,352,184 | 218,175 | 5.3% | $4,514.04万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $9.02亿 | 0.24% | 27,365,121 | 3,958,770 | 16.9% | $1.30亿 | 加仓 |
| IWB | ISHARES TR | $9.04亿 | 0.24% | 2,536,712 | 85,699 | 3.5% | $3,055.68万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9.08亿 | 0.24% | 16,888,797 | 3,769,643 | 28.7% | $2.03亿 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9.15亿 | 0.24% | 12,165,867 | 248,502 | 2.1% | $1,868.49万 | 加仓 |
| IWD | ISHARES TR | $9.16亿 | 0.24% | 4,284,792 | -5,710 | -0.1% | -$122.01万 | 减仓 |
| IWM | ISHARES TR | $9.27亿 | 0.25% | 3,737,240 | -3,709,737 | -49.8% | -$9.20亿 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $9.28亿 | 0.25% | 6,333,092 | -230,221 | -3.5% | -$3,375.27万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9.29亿 | 0.25% | 11,226,310 | 330,817 | 3.0% | $2,737.51万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $9.37亿 | 0.25% | 16,876,937 | 1,993,383 | 13.4% | $1.11亿 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $9.46亿 | 0.25% | 15,447,428 | 2,573,216 | 20.0% | $1.58亿 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $9.47亿 | 0.25% | 30,861,601 | -1,291,833 | -4.0% | -$3,963.34万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $9.81亿 | 0.26% | 24,870,852 | -21,317 | -0.1% | -$84.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $9.96亿 | 0.26% | 20,178,033 | -1,547,590 | -7.1% | -$7,640.45万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $10.01亿 | 0.27% | 6,759,886 | -60,233 | -0.9% | -$892.05万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $10.07亿 | 0.27% | 19,901,775 | 280,875 | 1.4% | $1,421.51万 | 加仓 |
| DGRW | WISDOMTREE TR | $10.13亿 | 0.27% | 11,527,081 | -692,506 | -5.7% | -$6,082.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $10.27亿 | 0.27% | 3,577,437 | 295,193 | 9.0% | $8,477.35万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $10.78亿 | 0.29% | 28,053,759 | 4,319,582 | 18.2% | $1.66亿 | 加仓 |
| SMH | VANECK ETF TRUST | $10.83亿 | 0.29% | 2,824,700 | 114,825 | 4.2% | $4,402.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $10.86亿 | 0.29% | 37,283,856 | 3,117,202 | 9.1% | $9,080.41万 | 加仓 |
| SGOV | ISHARES TR | $10.93亿 | 0.29% | 10,856,515 | 2,060,160 | 23.4% | $2.07亿 | 加仓 |
| LLY | ELI LILLY & CO | $11.01亿 | 0.29% | 1,196,696 | 25,134 | 2.1% | $2,311.75万 | 加仓 |
| WMT | WALMART INC | $11.07亿 | 0.29% | 8,904,910 | 53,611 | 0.6% | $666.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $11.09亿 | 0.29% | 1,113,122 | 46,785 | 4.4% | $4,661.80万 | 加仓 |
| COWZ | PACER FDS TR | $11.64亿 | 0.31% | 18,606,409 | -102,124 | -0.5% | -$638.89万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $11.88亿 | 0.32% | 24,590,961 | -2,399,316 | -8.9% | -$1.16亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $11.97亿 | 0.32% | 4,898,849 | -143,241 | -2.8% | -$3,501.38万 | 减仓 |
| — | EXXON MOBIL CORP | $12.09亿 | 0.32% | 7,125,105 | -198,591 | -2.7% | -$3,369.29万 | 减仓 |
| MUB | ISHARES TR | $12.49亿 | 0.33% | 11,762,384 | 663,075 | 6.0% | $7,038.54万 | 加仓 |
| TSLA | TESLA INC | $12.52亿 | 0.33% | 3,368,120 | 134,843 | 4.2% | $5,012.79万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.78亿 | 0.34% | 6,660,526 | 1,173,578 | 21.4% | $2.25亿 | 加仓 |
| AGG | ISHARES TR | $13.78亿 | 0.37% | 13,878,686 | -206,675 | -1.5% | -$2,051.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $14.06亿 | 0.37% | 19,093,602 | 506,926 | 2.7% | $3,733.00万 | 加仓 |
| DGRO | ISHARES TR | $14.20亿 | 0.38% | 20,236,610 | 1,473,264 | 7.9% | $1.03亿 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $15.06亿 | 0.40% | 7,002,475 | 92,654 | 1.3% | $1,992.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $15.37亿 | 0.41% | 16,776,336 | 3,601,119 | 27.3% | $3.30亿 | 加仓 |
| SPTI | SPDR SERIES TRUST | $15.43亿 | 0.41% | 53,851,890 | 5,039,791 | 10.3% | $1.44亿 | 加仓 |
| EFV | ISHARES TR | $15.50亿 | 0.41% | 20,848,511 | 1,312,413 | 6.7% | $9,757.79万 | 加仓 |
| IJH | ISHARES TR | $15.58亿 | 0.41% | 23,069,377 | -6,054,433 | -20.8% | -$4.09亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $15.86亿 | 0.42% | 5,390,938 | -68,886 | -1.3% | -$2,026.35万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $15.91亿 | 0.42% | 47,103,344 | 2,481,521 | 5.6% | $8,380.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.33亿 | 0.43% | 3,408,718 | 41,312 | 1.2% | $1,979.67万 | 加仓 |
| IWF | ISHARES TR | $16.37亿 | 0.43% | 3,839,355 | 83,696 | 2.2% | $3,568.80万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $17.36亿 | 0.46% | 38,025,802 | 681,940 | 1.8% | $3,113.06万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $17.43亿 | 0.46% | 51,974,915 | 2,918,486 | 5.9% | $9,788.60万 | 加仓 |
| IUSV | ISHARES TR | $17.61亿 | 0.47% | 17,225,624 | 819,093 | 5.0% | $8,375.23万 | 加仓 |
| META | META PLATFORMS INC | $17.66亿 | 0.47% | 3,087,517 | 50,848 | 1.7% | $2,909.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $17.81亿 | 0.47% | 27,795,967 | -745,681 | -2.6% | -$4,778.32万 | 减仓 |
| GOOG | ALPHABET INC | $17.86亿 | 0.47% | 6,225,801 | 85,514 | 1.4% | $2,453.05万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $18.41亿 | 0.49% | 16,782,350 | 8,608,153 | 105.3% | $9.44亿 | 加仓 |
| GLD | SPDR GOLD TR | $20.38亿 | 0.54% | 4,735,301 | -73,970 | -1.5% | -$3,182.86万 | 减仓 |
| AVGO | BROADCOM INC | $20.56亿 | 0.55% | 6,643,394 | 299,266 | 4.7% | $9,262.58万 | 加仓 |
| IJR | ISHARES TR | $20.68亿 | 0.55% | 16,639,004 | -886,614 | -5.1% | -$1.10亿 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $20.89亿 | 0.55% | 15,714,943 | -262,211 | -1.6% | -$3,484.78万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $21.12亿 | 0.56% | 52,561,577 | 7,150,524 | 15.7% | $2.87亿 | 加仓 |
| IUSB | ISHARES TR | $21.84亿 | 0.58% | 47,282,506 | 1,775,051 | 3.9% | $8,198.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $21.94亿 | 0.58% | 11,180,221 | 438,590 | 4.1% | $8,605.13万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.08亿 | 0.59% | 32,332,134 | 1,828,018 | 6.0% | $1.25亿 | 加仓 |
| IVE | ISHARES TR | $22.18亿 | 0.59% | 10,505,241 | -508,018 | -4.6% | -$1.07亿 | 减仓 |
| IUSG | ISHARES TR | $22.30亿 | 0.59% | 14,379,337 | 154,735 | 1.1% | $2,400.09万 | 加仓 |