LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$4,451.04亿2026Q2 申报市值
6,201持仓数
14.3%前十大占比 · 第一大 2.5%
409 / 211新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$23.93亿
IUSB 加仓+$6.87亿
IALT 新建仓+$6.10亿
GOVT 加仓+$4.95亿
CORO 新建仓+$4.72亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$6.19亿
EFV 减仓-$5.63亿
IAGG 减仓-$3.55亿
IEMG 减仓-$3.45亿
THRO 减仓-$2.28亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $4.34亿 | 0.10% | 3,934,832 | 562,554 | 16.7% | $6,207.78万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $4.35亿 | 0.10% | 4,056,559 | -561,486 | -12.2% | -$6,015.20万 | 减仓 |
| ASML | ASML HLDG NV | $4.49亿 | 0.10% | 225,786 | 11,156 | 5.2% | $2,219.42万 | 加仓 |
| SHY | ISHARES TR | $4.50亿 | 0.10% | 5,477,221 | -396,028 | -6.7% | -$3,251.79万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $4.50亿 | 0.10% | 4,892,554 | 1,937,592 | 65.6% | $1.78亿 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4.52亿 | 0.10% | 7,499,779 | 699,996 | 10.3% | $4,220.28万 | 加仓 |
| MCD | MCDONALDS CORP | $4.57亿 | 0.10% | 1,688,819 | 76,394 | 4.7% | $2,065.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4.57亿 | 0.10% | 3,220,388 | -37,079 | -1.1% | -$526.11万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4.59亿 | 0.10% | 4,069,723 | -371,608 | -8.4% | -$4,194.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.60亿 | 0.10% | 10,860,978 | 646,791 | 6.3% | $2,738.51万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4.63亿 | 0.10% | 3,040,750 | 42,626 | 1.4% | $648.68万 | 加仓 |
| HDV | ISHARES TR | $4.63亿 | 0.10% | 16,884,985 | 296,675 | 1.8% | $813.19万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $4.72亿 | 0.11% | 12,884,432 | 12,884,432 | — | $4.72亿 | 新建仓 |
| INTC | INTEL CORP | $4.74亿 | 0.11% | 3,396,537 | 239,471 | 7.6% | $3,343.73万 | 加仓 |
| IXUS | ISHARES TR | $4.79亿 | 0.11% | 5,023,941 | 527,196 | 11.7% | $5,031.56万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.83亿 | 0.11% | 12,877,932 | 1,488,564 | 13.1% | $5,583.60万 | 加仓 |
| LQD | ISHARES TR | $4.87亿 | 0.11% | 4,469,538 | 270,488 | 6.4% | $2,950.21万 | 加仓 |
| MRK | MERCK & CO INC | $4.93亿 | 0.11% | 3,836,733 | 54,545 | 1.4% | $700.90万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4.94亿 | 0.11% | 31,130,327 | 368,406 | 1.2% | $585.03万 | 加仓 |
| TLT | ISHARES TR | $4.95亿 | 0.11% | 5,730,964 | 529,105 | 10.2% | $4,572.53万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.97亿 | 0.11% | 5,816,052 | 609,545 | 11.7% | $5,211.00万 | 加仓 |
| MINT | PIMCO ETF TR | $5.00亿 | 0.11% | 4,955,306 | 612,686 | 14.1% | $6,176.49万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $5.00亿 | 0.11% | 22,418,421 | -1,007,916 | -4.3% | -$2,248.66万 | 减仓 |
| KO | COCA COLA CO | $5.02亿 | 0.11% | 6,173,804 | 134,211 | 2.2% | $1,090.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5.03亿 | 0.11% | 5,634,103 | 1,363,367 | 31.9% | $1.22亿 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.03亿 | 0.11% | 2,782,376 | 129,803 | 4.9% | $2,348.27万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $5.08亿 | 0.11% | 9,975,366 | 8,727,676 | 699.5% | $4.45亿 | 加仓 |
| BAC | BANK OF AMER CORP | $5.12亿 | 0.11% | 8,977,596 | 317,887 | 3.7% | $1,811.32万 | 加仓 |
| MGK | VANGUARD WORLD FD | $5.13亿 | 0.12% | 5,833,591 | 59,786 | 1.0% | $525.58万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $5.14亿 | 0.12% | 2,679,859 | 541,127 | 25.3% | $1.04亿 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $5.15亿 | 0.12% | 12,678,832 | 1,584,107 | 14.3% | $6,429.10万 | 加仓 |
| GE | GE AEROSPACE | $5.25亿 | 0.12% | 1,404,016 | -117,793 | -7.7% | -$4,402.28万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $5.25亿 | 0.12% | 3,897,424 | 561,111 | 16.8% | $7,559.29万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5.28亿 | 0.12% | 10,444,670 | 806,620 | 8.4% | $4,079.88万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $5.30亿 | 0.12% | 16,670,755 | 3,888,620 | 30.4% | $1.24亿 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $5.31亿 | 0.12% | 8,891,506 | -3,181 | -0.0% | -$19.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.32亿 | 0.12% | 1,279,144 | 7,950 | 0.6% | $330.43万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5.32亿 | 0.12% | 525,905 | 33,728 | 6.9% | $3,411.14万 | 加仓 |
| RTX | RTX CORPORATION | $5.40亿 | 0.12% | 2,846,848 | -24,333 | -0.8% | -$461.67万 | 减仓 |
| MOAT | VANECK ETF TRUST | $5.43亿 | 0.12% | 5,225,881 | -604,430 | -10.4% | -$6,283.65万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.49亿 | 0.12% | 1,068,427 | 5,060 | 0.5% | $259.88万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $5.50亿 | 0.12% | 6,667,205 | 228,460 | 3.5% | $1,884.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5.55亿 | 0.12% | 11,468,622 | 240,581 | 2.1% | $1,165.13万 | 加仓 |
| TBIL | RBB FD INC | $5.58亿 | 0.13% | 11,182,265 | 351,312 | 3.2% | $1,751.64万 | 加仓 |
| ITA | ISHARES TR | $5.62亿 | 0.13% | 2,318,935 | -2,750 | -0.1% | -$66.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5.65亿 | 0.13% | 739,882 | 39,383 | 5.6% | $3,005.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $5.66亿 | 0.13% | 7,261,254 | 139,204 | 2.0% | $1,084.54万 | 加仓 |
| PAVE | GLOBAL X FDS | $5.67亿 | 0.13% | 9,616,218 | 940,837 | 10.8% | $5,543.41万 | 加仓 |
| PYLD | PIMCO ETF TR | $5.67亿 | 0.13% | 21,366,025 | 3,357,785 | 18.6% | $8,904.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $5.68亿 | 0.13% | 6,324,451 | 225,427 | 3.7% | $2,025.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $5.69亿 | 0.13% | 5,901,982 | 1,186,701 | 25.2% | $1.15亿 | 加仓 |
| NFLX | NETFLIX INC. | $5.70亿 | 0.13% | 7,988,817 | 250,058 | 3.2% | $1,785.41万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $5.72亿 | 0.13% | 20,603,661 | 1,871,819 | 10.0% | $5,192.43万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $5.74亿 | 0.13% | 7,226,489 | 539,150 | 8.1% | $4,281.39万 | 加仓 |
| IEF | ISHARES TR | $5.78亿 | 0.13% | 6,108,454 | 150,393 | 2.5% | $1,422.27万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $5.78亿 | 0.13% | 9,447,300 | -543,001 | -5.4% | -$3,324.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5.82亿 | 0.13% | 1,707,431 | -43,250 | -2.5% | -$1,474.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.84亿 | 0.13% | 2,075,342 | 79,351 | 4.0% | $2,231.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.84亿 | 0.13% | 5,004,376 | -104,936 | -2.1% | -$1,224.29万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5.85亿 | 0.13% | 10,363,670 | 3,139,525 | 43.5% | $1.77亿 | 加仓 |
| GEV | GE VERNOVA INC | $5.87亿 | 0.13% | 499,581 | 26,944 | 5.7% | $3,165.54万 | 加仓 |
| EFA | ISHARES TR | $5.89亿 | 0.13% | 5,668,075 | 14,226 | 0.3% | $147.78万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $5.93亿 | 0.13% | 21,684,661 | 2,781,841 | 14.7% | $7,602.77万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5.93亿 | 0.13% | 13,045,220 | 2,416,935 | 22.7% | $1.10亿 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $6.10亿 | 0.14% | 21,732,229 | 21,732,229 | — | $6.10亿 | 新建仓 |
| GSUS | GOLDMAN SACHS ETF TR | $6.14亿 | 0.14% | 5,956,472 | 273,688 | 4.8% | $2,821.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.17亿 | 0.14% | 4,204,862 | 53,808 | 1.3% | $789.04万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $6.32亿 | 0.14% | 12,071,760 | -3,705,428 | -23.5% | -$1.94亿 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $6.44亿 | 0.14% | 14,069,290 | 626,717 | 4.7% | $2,867.23万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $6.46亿 | 0.15% | 25,330,337 | 613,429 | 2.5% | $1,565.47万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $6.51亿 | 0.15% | 21,263,572 | -760,641 | -3.5% | -$2,328.32万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $6.55亿 | 0.15% | 18,914,366 | 2,290,827 | 13.8% | $7,930.84万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $6.58亿 | 0.15% | 13,027,417 | -224,959 | -1.7% | -$1,135.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6.63亿 | 0.15% | 916,507 | 52,707 | 6.1% | $3,810.72万 | 加仓 |
| USFR | WISDOMTREE TR | $6.68亿 | 0.15% | 13,259,499 | 500,433 | 3.9% | $2,519.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.69亿 | 0.15% | 1,543,253 | 60,611 | 4.1% | $2,626.46万 | 加仓 |
| TLH | ISHARES TR | $6.73亿 | 0.15% | 6,711,248 | -1,497,772 | -18.2% | -$1.50亿 | 减仓 |
| IWY | ISHARES TR | $6.83亿 | 0.15% | 2,348,860 | -38,795 | -1.6% | -$1,127.46万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $6.84亿 | 0.15% | 13,749,810 | 1,413,004 | 11.5% | $7,033.93万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $6.89亿 | 0.15% | 7,333,311 | -195,624 | -2.6% | -$1,837.30万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $6.90亿 | 0.16% | 15,226,190 | -787,855 | -4.9% | -$3,572.13万 | 减仓 |
| PULS | PGIM ETF TR | $6.93亿 | 0.16% | 13,981,921 | 1,263,476 | 9.9% | $6,260.52万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $6.97亿 | 0.16% | 4,095,320 | 395,821 | 10.7% | $6,734.50万 | 加仓 |
| SOXX | ISHARES TR | $7.03亿 | 0.16% | 1,096,518 | 18,377 | 1.7% | $1,177.52万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $7.08亿 | 0.16% | 21,475,187 | 8,256,733 | 62.5% | $2.72亿 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $7.11亿 | 0.16% | 18,718,252 | 3,809,453 | 25.6% | $1.45亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $7.23亿 | 0.16% | 4,359,921 | 7,737 | 0.2% | $128.25万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $7.32亿 | 0.16% | 17,802,322 | 1,677,108 | 10.4% | $6,892.91万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $7.33亿 | 0.16% | 17,008,019 | -5,280,386 | -23.7% | -$2.28亿 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7.46亿 | 0.17% | 33,461,676 | 3,757,543 | 12.6% | $8,375.56万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $7.52亿 | 0.17% | 14,922,976 | 3,668,265 | 32.6% | $1.85亿 | 加仓 |
| SPTM | SPDR SERIES TRUST | $7.54亿 | 0.17% | 8,300,927 | -200,872 | -2.4% | -$1,823.72万 | 减仓 |
| IGF | ISHARES TR | $7.56亿 | 0.17% | 11,353,053 | 530,948 | 4.9% | $3,536.11万 | 加仓 |
| IYW | ISHARES TR | $7.66亿 | 0.17% | 3,035,854 | -4,348 | -0.1% | -$109.67万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.67亿 | 0.17% | 18,115,822 | 1,118,385 | 6.6% | $4,734.12万 | 加仓 |
| USMV | ISHARES TR | $7.67亿 | 0.17% | 7,953,963 | 1,672,866 | 26.6% | $1.61亿 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $7.70亿 | 0.17% | 15,986,208 | -830,766 | -4.9% | -$4,002.63万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $7.75亿 | 0.17% | 15,926,005 | 1,672,115 | 11.7% | $8,136.51万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $7.77亿 | 0.17% | 7,879,633 | 577,640 | 7.9% | $5,694.95万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $7.82亿 | 0.18% | 7,166,475 | 1,995,326 | 38.6% | $2.18亿 | 加仓 |