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 |
|---|---|---|---|---|---|---|---|---|
| STLN | THE ONCOLOGY INSTITUTE INC | $18.75万 | 0.00% | 61,065 | -209,820 | -77.5% | -$64.41万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $18.76万 | 0.00% | 35,470 | -9,000 | -20.2% | -$4.76万 | 减仓 |
| — | IMMUNIC INC | $18.79万 | 0.00% | 169,300 | 111,250 | 191.6% | $12.35万 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $18.82万 | 0.00% | 36,130 | 80 | 0.2% | $417 | 加仓 |
| PD | PAGERDUTY INC | $18.88万 | 0.00% | 30,396 | -25,086 | -45.2% | -$15.58万 | 减仓 |
| NEO | NEOGENOMICS INC | $18.89万 | 0.00% | 25,457 | 8,031 | 46.1% | $5.96万 | 加仓 |
| — | BEELINE HOLDINGS INC | $18.89万 | 0.00% | 80,383 | 63,250 | 369.2% | $14.86万 | 加仓 |
| — | U S GOLD CORP | $19.00万 | 0.00% | 12,507 | 12,507 | — | $19.00万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $19.12万 | 0.00% | 17,207 | 17,207 | — | $19.12万 | 新建仓 |
| — | EGAIN CORP | $19.20万 | 0.00% | 24,339 | -105,519 | -81.3% | -$83.25万 | 减仓 |
| RXO | RXO INC | $19.21万 | 0.00% | 13,139 | -383 | -2.8% | -$5,599 | 减仓 |
| GEVO | GEVO INC | $19.21万 | 0.00% | 70,376 | 23,003 | 48.6% | $6.28万 | 加仓 |
| — | TWO RDS SHARED TR | $19.26万 | 0.00% | 11,515 | 11,515 | — | $19.26万 | 新建仓 |
| PALI | PALISADE BIO INC | $19.28万 | 0.00% | 110,154 | 95,000 | 626.9% | $16.63万 | 加仓 |
| DCTH | DELCATH SYS INC | $19.29万 | 0.00% | 20,783 | 20,783 | — | $19.29万 | 新建仓 |
| AKR | ACADIA RLTY TR | $19.32万 | 0.00% | 10,103 | 10,103 | — | $19.32万 | 新建仓 |
| XXI | TWENTY ONE CAP INC | $19.38万 | 0.00% | 30,287 | -10,476 | -25.7% | -$6.70万 | 减仓 |
| QXO | QXO INC 看跌期权 | $19.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $19.50万 | 0.00% | 17,178 | 3,153 | 22.5% | $3.58万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $19.52万 | 0.00% | 44,169 | -3,431 | -7.2% | -$1.52万 | 减仓 |
| CYRX | CRYOPORT INC | $19.54万 | 0.00% | 23,593 | 287 | 1.2% | $2,376 | 加仓 |
| BLDP | BALLARD PWR SYS INC NEW | $19.61万 | 0.00% | 81,033 | -5,100 | -5.9% | -$1.23万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $19.61万 | 0.00% | 22,804 | -4,662 | -17.0% | -$4.01万 | 减仓 |
| — | WINCHESTER BANCORP INC | $19.68万 | 0.00% | 15,500 | 0 | 0.0% | — | 不变 |
| DOLE | DOLE PLC | $19.80万 | 0.00% | 13,859 | 2,137 | 18.2% | $3.05万 | 加仓 |
| — | LUCID DIAGNOSTICS INC | $19.82万 | 0.00% | 172,376 | 30,985 | 21.9% | $3.56万 | 加仓 |
| — | FREIGHTCAR AMER INC | $19.85万 | 0.00% | 24,900 | 1,286 | 5.4% | $1.02万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $19.87万 | 0.00% | 47,529 | -26,020 | -35.4% | -$10.88万 | 减仓 |
| KEY | KEYCORP 看跌期权 | $20.05万 | 0.00% | 10,000 | -3,000 | -23.1% | -$6.01万 | 减仓 |
| LAUR | LAUREATE ED INC | $20.05万 | 0.00% | 5,755 | -3,072 | -34.8% | -$10.70万 | 重新持有 |
| — | SSGA ACTIVE TR | $20.08万 | 0.00% | 8,153 | 8,153 | — | $20.08万 | 新建仓 |
| CLFD | CLEARFIELD INC | $20.09万 | 0.00% | 7,590 | -127 | -1.6% | -$3,362 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $20.15万 | 0.00% | 7,796 | 1,900 | 32.2% | $4.91万 | 重新持有 |
| GDX | VANECK ETF TRUST 看跌期权 | $20.19万 | 0.00% | 2,200 | -300 | -12.0% | -$2.75万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $20.22万 | 0.00% | 25,184 | 2,268 | 9.9% | $1.82万 | 加仓 |
| — | GAIN THERAPEUTICS INC | $20.22万 | 0.00% | 104,251 | -2,299 | -2.2% | -$4,460 | 减仓 |
| NUE | NUCOR CORP 看跌期权 | $20.29万 | 0.00% | 1,200 | 1,200 | — | $20.29万 | 新建仓 |
| TNC | TENNANT CO | $20.31万 | 0.00% | 3,059 | -398 | -11.5% | -$2.64万 | 减仓 |
| TMQ | TRILOGY METALS INC NEW | $20.34万 | 0.00% | 56,654 | 2,148 | 3.9% | $7,711 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $20.37万 | 0.00% | 73,021 | 1,262 | 1.8% | $3,521 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $20.38万 | 0.00% | 7,572 | 7,572 | — | $20.38万 | 新建仓 |
| — | LISTED FDS TR | $20.41万 | 0.00% | 11,422 | -2,213 | -16.2% | -$3.95万 | 减仓 |
| ASST | STRIVE INC | $20.41万 | 0.00% | 20,365 | 20,365 | — | $20.41万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $20.41万 | 0.00% | 120,796 | 22,255 | 22.6% | $3.76万 | 加仓 |
| CRON | CRONOS GROUP INC | $20.46万 | 0.00% | 81,522 | -19,824 | -19.6% | -$4.98万 | 减仓 |
| — | THE REAL BROKERAGE INC | $20.47万 | 0.00% | 81,897 | -15,663 | -16.1% | -$3.92万 | 减仓 |
| CHCO | CITY HLDG CO | $20.50万 | 0.00% | 1,715 | 9 | 0.5% | $1,076 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $20.51万 | 0.00% | 7,023 | 7,023 | — | $20.51万 | 新建仓 |
| UPST | UPSTART HLDGS INC 看跌期权 | $20.52万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $20.53万 | 0.00% | 42,675 | 2,020 | 5.0% | $9,716 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F 看跌期权 | $20.61万 | 0.00% | 2,500 | 2,500 | — | $20.61万 | 新建仓 |
| — | MYOMO INC | $20.67万 | 0.00% | 306,000 | 129,000 | 72.9% | $8.72万 | 加仓 |
| — | AIRGAIN INC | $20.68万 | 0.00% | 37,593 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $20.71万 | 0.00% | 19,608 | 19,608 | — | $20.71万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $20.79万 | 0.00% | 9,390 | -4,042 | -30.1% | -$8.95万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC 看跌期权 | $20.81万 | 0.00% | 1,000 | 1,000 | — | $20.81万 | 新建仓 |
| — | CIBUS INC | $20.85万 | 0.00% | 105,293 | 79,001 | 300.5% | $15.64万 | 重新持有 |
| BBNX | BETA BIONICS INC | $20.86万 | 0.00% | 20,818 | 10,120 | 94.6% | $10.14万 | 加仓 |
| — | ONESTREAM INC | $20.89万 | 0.00% | 8,703 | -9,686 | -52.7% | -$23.25万 | 减仓 |
| — | ANIXA BIOSCIENCES INC | $20.89万 | 0.00% | 80,976 | -8,629 | -9.6% | -$2.23万 | 减仓 |
| — | NIAGEN BIOSCIENCE INC | $20.91万 | 0.00% | 47,417 | -21,947 | -31.6% | -$9.68万 | 减仓 |
| — | PACER FDS TR | $20.97万 | 0.00% | 6,617 | -640 | -8.8% | -$2.03万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $21.13万 | 0.00% | 24,800 | 5,174 | 26.4% | $4.41万 | 加仓 |
| TAC | TRANSALTA CORP | $21.22万 | 0.00% | 16,197 | 16,197 | — | $21.22万 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $21.23万 | 0.00% | 2,922 | -271 | -8.5% | -$1.97万 | 减仓 |
| AXON | AXON ENTERPRISE INC 看涨期权 | $21.23万 | 0.00% | 500 | -200 | -28.6% | -$8.49万 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC | $21.27万 | 0.00% | 9,851 | -2,444 | -19.9% | -$5.28万 | 重新持有 |
| CLB | CORE LABORATORIES INC | $21.30万 | 0.00% | 12,689 | 299 | 2.4% | $5,020 | 加仓 |
| KVYO | KLAVIYO INC | $21.33万 | 0.00% | 10,963 | 1,748 | 19.0% | $3.40万 | 加仓 |
| — | INCANNEX HEALTHCARE INC | $21.35万 | 0.00% | 71,178 | 71,178 | — | $21.35万 | 新建仓 |
| KHC | KRAFT HEINZ CO 看涨期权 | $21.37万 | 0.00% | 9,500 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP | $21.38万 | 0.00% | 194,325 | -4,451 | -2.2% | -$4,896 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.40万 | 0.00% | 3,553 | -1,833 | -34.0% | -$11.04万 | 减仓 |
| — | ABACUS FCF ETF TR | $21.41万 | 0.00% | 7,254 | -112 | -1.5% | -$3,305 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $21.41万 | 0.00% | 152,938 | 12,385 | 8.8% | $1.73万 | 加仓 |
| ERAS | ERASCA INC | $21.51万 | 0.00% | 13,292 | 13,292 | — | $21.51万 | 新建仓 |
| — | MFS HIGH YIELD MUN TR | $21.59万 | 0.00% | 60,315 | 323 | 0.5% | $1,156 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $21.64万 | 0.00% | 8,902 | 8,902 | — | $21.64万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $21.65万 | 0.00% | 167,831 | -15,752 | -8.6% | -$2.03万 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $21.68万 | 0.00% | 33,296 | -12,275 | -26.9% | -$7.99万 | 减仓 |
| — | FLYEXCLUSIVE INC | $21.70万 | 0.00% | 96,000 | 45,000 | 88.2% | $10.17万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $21.71万 | 0.00% | 4,312 | 4,312 | — | $21.71万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $21.73万 | 0.00% | 24,008 | -46 | -0.2% | -$416 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $21.80万 | 0.00% | 22,945 | 551 | 2.5% | $5,235 | 加仓 |
| PII | POLARIS INC 看跌期权 | $21.80万 | 0.00% | 4,000 | -1,000 | -20.0% | -$5.45万 | 减仓 |
| MGMT | UNIFIED SER TR | $21.85万 | 0.00% | 4,842 | -853 | -15.0% | -$3.85万 | 减仓 |
| — | REGENCELL BIOSCIENCE HLDGS L | $21.86万 | 0.00% | 8,596 | 8,596 | — | $21.86万 | 新建仓 |
| HVT | HAVERTY FURNITURE COS INC | $21.87万 | 0.00% | 10,326 | 10,326 | — | $21.87万 | 新建仓 |
| — | PALATIN TECHNOLOGIES INC | $21.87万 | 0.00% | 12,555 | 12,555 | — | $21.87万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $21.87万 | 0.00% | 6,881 | -3,479 | -33.6% | -$11.06万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $21.92万 | 0.00% | 5,811 | -400 | -6.4% | -$1.51万 | 减仓 |
| NUVB | NUVATION BIO INC | $21.94万 | 0.00% | 51,140 | 10,168 | 24.8% | $4.36万 | 加仓 |
| — | OSPREY BITCOIN TR | $21.94万 | 0.00% | 10,056 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORP | $21.96万 | 0.00% | 1,626 | -314 | -16.2% | -$4.24万 | 减仓 |
| CCNE | CNB FINL CORP PA | $21.97万 | 0.00% | 7,585 | -197 | -2.5% | -$5,705 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $21.98万 | 0.00% | 17,023 | 5,171 | 43.6% | $6.68万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $21.98万 | 0.00% | 4,587 | -2,616 | -36.3% | -$12.53万 | 减仓 |
| — | PROSHARES TR II | $22.06万 | 0.00% | 26,519 | 26,519 | — | $22.06万 | 新建仓 |
| FRSH | FRESHWORKS INC | $22.09万 | 0.00% | 27,504 | -45,399 | -62.3% | -$36.46万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $22.12万 | 0.00% | 7,632 | 0 | 0.0% | — | 不变 |