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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $23.57亿 | 0.63% | 5,395,832 | -95,066 | -1.7% | -$4,152.39万 | 减仓 |
| IVW | ISHARES TR | $23.63亿 | 0.63% | 20,889,253 | 1,072,772 | 5.4% | $1.21亿 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $24.51亿 | 0.65% | 26,151,759 | 14,733,438 | 129.0% | $13.81亿 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.01亿 | 0.66% | 10,526,183 | -199,708 | -1.9% | -$4,745.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $25.48亿 | 0.68% | 43,801,022 | -1,330,497 | -2.9% | -$7,740.83万 | 减仓 |
| GOOGL | ALPHABET INC | $25.55亿 | 0.68% | 8,883,479 | 187,108 | 2.2% | $5,380.48万 | 加仓 |
| MBB | ISHARES TR | $26.57亿 | 0.71% | 27,984,290 | 81,121 | 0.3% | $770.24万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $29.13亿 | 0.77% | 51,485,691 | 1,386,584 | 2.8% | $7,845.29万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.57亿 | 0.81% | 71,850,473 | 8,359,833 | 13.2% | $3.56亿 | 加仓 |
| QUAL | ISHARES TR | $30.99亿 | 0.82% | 16,156,372 | -19,728 | -0.1% | -$378.40万 | 减仓 |
| GOVT | ISHARES TR | $32.28亿 | 0.86% | 140,890,662 | 21,803,239 | 18.3% | $5.00亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.12亿 | 0.88% | 10,325,305 | -3,754,475 | -26.7% | -$12.04亿 | 减仓 |
| AMZN | AMAZON COM INC | $34.94亿 | 0.93% | 16,776,756 | 285,977 | 1.7% | $5,956.04万 | 加仓 |
| IEMG | ISHARES INC | $36.43亿 | 0.97% | 52,231,526 | -229,673 | -0.4% | -$1,601.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.25亿 | 1.02% | 6,401,368 | -412,912 | -6.1% | -$2.47亿 | 减仓 |
| MSFT | MICROSOFT CORP | $38.27亿 | 1.02% | 10,337,597 | 329,577 | 3.3% | $1.22亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $39.00亿 | 1.04% | 39,830,479 | -387,298 | -1.0% | -$3,792.03万 | 减仓 |
| IEFA | ISHARES TR | $41.67亿 | 1.11% | 46,029,515 | 5,240,582 | 12.8% | $4.74亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $44.90亿 | 1.19% | 58,660,538 | 7,149,483 | 13.9% | $5.47亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $58.43亿 | 1.55% | 33,503,160 | 347,242 | 1.0% | $6,055.90万 | 加仓 |
| AAPL | APPLE INC | $60.14亿 | 1.60% | 23,695,604 | 89,415 | 0.4% | $2,269.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $60.94亿 | 1.62% | 10,558,431 | -170,856 | -1.6% | -$9,861.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.79亿 | 1.72% | 9,962,967 | -207,794 | -2.0% | -$1.35亿 | 减仓 |
| IVV | ISHARES TR | $75.69亿 | 2.01% | 11,586,990 | 1,104,430 | 10.5% | $7.21亿 | 加仓 |