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 |
|---|---|---|---|---|---|---|---|---|
| — | LISTED FDS TR | $22.16万 | 0.00% | 9,656 | 339 | 3.6% | $7,780 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $22.17万 | 0.00% | 6,706 | -4,427 | -39.8% | -$14.63万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $22.21万 | 0.00% | 7,928 | -3,456 | -30.4% | -$9.68万 | 重新持有 |
| ASYS | AMTECH SYS INC | $22.21万 | 0.00% | 19,013 | 7,020 | 58.5% | $8.20万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $22.21万 | 0.00% | 4,052 | -453 | -10.1% | -$2.48万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $22.26万 | 0.00% | 9,016 | 9,016 | — | $22.26万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $22.27万 | 0.00% | 7,043 | 525 | 8.1% | $1.66万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $22.29万 | 0.00% | 126,653 | 29,371 | 30.2% | $5.17万 | 加仓 |
| — | HARBOR ETF TRUST | $22.30万 | 0.00% | 5,456 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $22.30万 | 0.00% | 17,632 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $22.33万 | 0.00% | 149,857 | 20,469 | 15.8% | $3.05万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $22.34万 | 0.00% | 15,632 | -9,574 | -38.0% | -$13.68万 | 减仓 |
| FOR | FORESTAR GROUP INC | $22.36万 | 0.00% | 9,150 | -6,655 | -42.1% | -$16.26万 | 减仓 |
| — | MFS GOVT MKTS INCOME TR | $22.42万 | 0.00% | 76,257 | -3,055 | -3.9% | -$8,982 | 减仓 |
| — | UNITED BANCORP INC OHIO | $22.42万 | 0.00% | 14,740 | 31 | 0.2% | $472 | 加仓 |
| PRLB | PROTO LABS INC | $22.43万 | 0.00% | 3,934 | 3,934 | — | $22.43万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $22.44万 | 0.00% | 3,233 | 3,233 | — | $22.44万 | 新建仓 |
| ZS | ZSCALER INC 看涨期权 | $22.45万 | 0.00% | 1,600 | 800 | 100.0% | $11.22万 | 重新持有 |
| EOLS | EVOLUS INC | $22.46万 | 0.00% | 54,651 | -6,324 | -10.4% | -$2.60万 | 减仓 |
| SLM | SLM CORP | $22.50万 | 0.00% | 10,510 | 474 | 4.7% | $1.01万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $22.51万 | 0.00% | 4,775 | 4,775 | — | $22.51万 | 新建仓 |
| DE | DEERE & CO 看涨期权 | $22.53万 | 0.00% | 400 | 400 | — | $22.53万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $22.62万 | 0.00% | 1,500 | 200 | 15.4% | $3.02万 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $22.64万 | 0.00% | 11,115 | 11,115 | — | $22.64万 | 新建仓 |
| — | MATTHEWS ASIA FDS | $22.68万 | 0.00% | 5,198 | 5,198 | — | $22.68万 | 新建仓 |
| CELH | CELSIUS HLDGS INC 看涨期权 | $22.71万 | 0.00% | 6,400 | 2,000 | 45.5% | $7.10万 | 加仓 |
| IMMR | IMMERSION CORP | $22.73万 | 0.00% | 41,625 | -16,574 | -28.5% | -$9.05万 | 减仓 |
| — | ISHARES TR | $22.81万 | 0.00% | 9,186 | 757 | 9.0% | $1.88万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.87万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| ASHR | DBX ETF TR | $22.90万 | 0.00% | 7,015 | -8,106 | -53.6% | -$26.46万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $22.91万 | 0.00% | 2,640 | 521 | 24.6% | $4.52万 | 加仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $22.93万 | 0.00% | 18,920 | 228 | 1.2% | $2,763 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $23.00万 | 0.00% | 10,100 | 10,100 | — | $23.00万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $23.01万 | 0.00% | 193,373 | 50,910 | 35.7% | $6.06万 | 加仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $23.09万 | 0.00% | 74,960 | 57,500 | 329.3% | $17.71万 | 加仓 |
| PRME | PRIME MEDICINE INC | $23.12万 | 0.00% | 66,424 | 33,500 | 101.7% | $11.66万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $23.18万 | 0.00% | 19,757 | -21,531 | -52.1% | -$25.26万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $23.18万 | 0.00% | 13,157 | -1,528 | -10.4% | -$2.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.19万 | 0.00% | 8,558 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $23.30万 | 0.00% | 7,179 | -483 | -6.3% | -$1.57万 | 减仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $23.31万 | 0.00% | 6,615 | -2,293 | -25.7% | -$8.08万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $23.36万 | 0.00% | 12,687 | 1,369 | 12.1% | $2.52万 | 加仓 |
| NEWT | NEWTEKONE INC | $23.39万 | 0.00% | 21,362 | 142 | 0.7% | $1,555 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $23.40万 | 0.00% | 36,618 | -3,824 | -9.5% | -$2.44万 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $23.43万 | 0.00% | 7,596 | -1,830 | -19.4% | -$5.65万 | 减仓 |
| GDS | GDS HLDGS LTD | $23.53万 | 0.00% | 5,840 | -849 | -12.7% | -$3.42万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $23.55万 | 0.00% | 5,781 | 5,781 | — | $23.55万 | 新建仓 |
| ADEA | ADEIA INC | $23.56万 | 0.00% | 9,803 | 9,803 | — | $23.56万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $23.57万 | 0.00% | 12,274 | 1,770 | 16.9% | $3.40万 | 加仓 |
| — | PROASSURANCE CORP | $23.57万 | 0.00% | 9,534 | -1,082 | -10.2% | -$2.67万 | 减仓 |
| — | SSGA ACTIVE TR | $23.64万 | 0.00% | 9,539 | 9,539 | — | $23.64万 | 新建仓 |
| — | ISHARES TR | $23.65万 | 0.00% | 6,381 | 6,381 | — | $23.65万 | 新建仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $23.67万 | 0.00% | 20,895 | -13,830 | -39.8% | -$15.67万 | 减仓 |
| TAGG | T ROWE PRICE ETF INC | $23.69万 | 0.00% | 5,562 | -880 | -13.7% | -$3.75万 | 减仓 |
| — | SPDR SERIES TRUST | $23.72万 | 0.00% | 7,307 | 386 | 5.6% | $1.25万 | 加仓 |
| CNXN | PC CONNECTION INC | $23.76万 | 0.00% | 4,064 | -288 | -6.6% | -$1.68万 | 减仓 |
| INV | INNVENTURE INC | $23.76万 | 0.00% | 60,758 | 44,563 | 275.2% | $17.42万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $23.77万 | 0.00% | 14,450 | 14,450 | — | $23.77万 | 新建仓 |
| KRSP/U | RICE ACQUISITION CORP 3 | $23.79万 | 0.00% | 22,443 | -674 | -2.9% | -$7,144 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $23.81万 | 0.00% | 9,700 | -1,177 | -10.8% | -$2.89万 | 减仓 |
| — | ABACUS FCF ETF TR | $23.87万 | 0.00% | 12,373 | -194 | -1.5% | -$3,743 | 减仓 |
| — | GLOBAL X FDS | $23.89万 | 0.00% | 8,002 | 8,002 | — | $23.89万 | 新建仓 |
| SONO | SONOS INC | $23.95万 | 0.00% | 17,875 | -336 | -1.8% | -$4,502 | 减仓 |
| VTOL | BRISTOW GROUP INC | $23.97万 | 0.00% | 5,112 | 5,112 | — | $23.97万 | 新建仓 |
| — | FINWISE BANCORP | $23.97万 | 0.00% | 15,115 | 2,460 | 19.4% | $3.90万 | 加仓 |
| GDE | WISDOMTREE TR | $23.99万 | 0.00% | 3,814 | -26,943 | -87.6% | -$169.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $24.05万 | 0.00% | 1,500 | 300 | 25.0% | $4.81万 | 加仓 |
| XYZ | BLOCK INC 看跌期权 | $24.07万 | 0.00% | 4,000 | 4,000 | — | $24.07万 | 新建仓 |
| — | PUTNAM MASTER INTER INCOME T | $24.08万 | 0.00% | 73,644 | 3,248 | 4.6% | $1.06万 | 加仓 |
| — | DBX ETF TR | $24.13万 | 0.00% | 5,809 | -677 | -10.4% | -$2.81万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $24.14万 | 0.00% | 6,949 | 3 | 0.0% | $104 | 加仓 |
| — | TILRAY BRANDS INC | $24.16万 | 0.00% | 37,336 | -9,508 | -20.3% | -$6.15万 | 减仓 |
| — | KRANESHARES TRUST | $24.21万 | 0.00% | 7,999 | -644 | -7.5% | -$1.95万 | 减仓 |
| — | EA SERIES TRUST | $24.21万 | 0.00% | 6,890 | 6,890 | — | $24.21万 | 新建仓 |
| — | COLUMBIA ETF TR I | $24.40万 | 0.00% | 8,451 | -614 | -6.8% | -$1.77万 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $24.40万 | 0.00% | 5,574 | -17,427 | -75.8% | -$76.29万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC 看跌期权 | $24.46万 | 0.00% | 600 | 600 | — | $24.46万 | 新建仓 |
| TRTX | TPG RE FIN TR INC | $24.46万 | 0.00% | 31,321 | 21,158 | 208.2% | $16.52万 | 重新持有 |
| NVGS | NAVIGATOR HLDGS LTD | $24.53万 | 0.00% | 12,690 | -36,895 | -74.4% | -$71.32万 | 重新持有 |
| — | SANTACRUZ SILVER MNG LTD | $24.63万 | 0.00% | 28,738 | 28,738 | — | $24.63万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $24.65万 | 0.00% | 20,386 | -35 | -0.2% | -$423 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $24.66万 | 0.00% | 37,142 | 6,137 | 19.8% | $4.07万 | 加仓 |
| ASTL | ALGOMA STL GROUP INC | $24.70万 | 0.00% | 59,794 | -2,400 | -3.9% | -$9,912 | 减仓 |
| EFNL | ISHARES TR | $24.71万 | 0.00% | 5,044 | 5,044 | — | $24.71万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $24.79万 | 0.00% | 3,200 | 800 | 33.3% | $6.20万 | 重新持有 |
| HNRG | HALLADOR ENERGY COMPANY | $24.79万 | 0.00% | 15,228 | 2,292 | 17.7% | $3.73万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $24.79万 | 0.00% | 8,150 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $24.80万 | 0.00% | 14,222 | 14,222 | — | $24.80万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $24.81万 | 0.00% | 7,706 | -5,236 | -40.5% | -$16.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.84万 | 0.00% | 6,714 | -341 | -4.8% | -$1.26万 | 减仓 |
| SE | SEA LTD 看跌期权 | $24.84万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $24.87万 | 0.00% | 6,131 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $24.90万 | 0.00% | 20,648 | -826 | -3.8% | -$9,962 | 减仓 |
| — | SSGA ACTIVE TR | $24.96万 | 0.00% | 10,022 | 10,022 | — | $24.96万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $24.98万 | 0.00% | 9,986 | 1,119 | 12.6% | $2.80万 | 加仓 |
| OBE | OBSIDIAN ENERGY LTD | $24.98万 | 0.00% | 26,381 | 26,381 | — | $24.98万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $25.01万 | 0.00% | 19,799 | 1,087 | 5.8% | $1.37万 | 加仓 |
| NOW | SERVICENOW INC 看涨期权 | $25.09万 | 0.00% | 2,400 | 2,400 | — | $25.09万 | 新建仓 |
| RES | RPC INC | $25.11万 | 0.00% | 35,462 | -998 | -2.7% | -$7,066 | 减仓 |
| LNN | LINDSAY CORP | $25.12万 | 0.00% | 2,110 | 51 | 2.5% | $6,072 | 加仓 |