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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -576,436 | -100.0% | -$1.06亿 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -1,499,612 | -100.0% | -$6,253.38万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -1,722,466 | -100.0% | -$2,532.03万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -49,406 | -100.0% | -$2,203.80万 | 清仓 |
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -201,257 | -100.0% | -$751.09万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -145,659 | -100.0% | -$624.00万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -60,735 | -100.0% | -$616.82万 | 清仓 |
| MOS | MOSAIC CO NEW 看跌期权 | $0 | 0.00% | 0 | -228,600 | -100.0% | -$550.70万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -53,756 | -100.0% | -$467.30万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -43,906 | -100.0% | -$418.91万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -376,571 | -100.0% | -$395.02万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$309.60万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -202,293 | -100.0% | -$308.70万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -111,705 | -100.0% | -$280.94万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -265,626 | -100.0% | -$277.31万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -251,285 | -100.0% | -$269.88万 | 清仓 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -191,912 | -100.0% | -$214.94万 | 清仓 |
| — | EXXON MOBIL CORP 看涨期权 | $0 | 0.00% | 0 | -17,000 | -100.0% | -$204.58万 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS QUALI | $0 | 0.00% | 0 | -202,045 | -100.0% | -$202.65万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -180,508 | -100.0% | -$195.13万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -134,022 | -100.0% | -$175.84万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$174.21万 | 清仓 |
| — | NUVEEN CALIF SELECT TAX FREE | $0 | 0.00% | 0 | -131,218 | -100.0% | -$173.21万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -172,686 | -100.0% | -$173.20万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -34,237 | -100.0% | -$171.36万 | 清仓 |
| BA | BOEING CO 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -44,695 | -100.0% | -$160.37万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -220,352 | -100.0% | -$152.70万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -20,896 | -100.0% | -$144.52万 | 清仓 |
| GIII | G III APPAREL GROUP LTD | $0 | 0.00% | 0 | -49,054 | -100.0% | -$142.06万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -216,736 | -100.0% | -$131.13万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -30,808 | -100.0% | -$123.79万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -215,852 | -100.0% | -$120.01万 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -104,661 | -100.0% | -$114.50万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -41,233 | -100.0% | -$111.70万 | 清仓 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -107,477 | -100.0% | -$108.98万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -217,989 | -100.0% | -$104.63万 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $0 | 0.00% | 0 | -86,712 | -100.0% | -$103.62万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -77,236 | -100.0% | -$103.42万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,134 | -100.0% | -$103.35万 | 清仓 |
| HSAI | HESAI GROUP | $0 | 0.00% | 0 | -46,073 | -100.0% | -$103.20万 | 清仓 |
| DXCM | DEXCOM INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$99.56万 | 清仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $0 | 0.00% | 0 | -21,088 | -100.0% | -$97.39万 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -4,750 | -100.0% | -$95.33万 | 清仓 |
| NWFL | NORWOOD FINANCIAL CORP | $0 | 0.00% | 0 | -33,971 | -100.0% | -$95.29万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -23,798 | -100.0% | -$94.67万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -20,918 | -100.0% | -$94.07万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -219,588 | -100.0% | -$88.93万 | 清仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $0 | 0.00% | 0 | -74,051 | -100.0% | -$86.64万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -94,197 | -100.0% | -$82.05万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -13,292 | -100.0% | -$80.83万 | 清仓 |
| SO | SOUTHERN CO 看跌期权 | $0 | 0.00% | 0 | -8,900 | -100.0% | -$77.61万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -25,319 | -100.0% | -$76.56万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -19,856 | -100.0% | -$75.59万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -70,126 | -100.0% | -$70.48万 | 清仓 |
| SCJ | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $0 | 0.00% | 0 | -4,300 | -100.0% | -$69.66万 | 清仓 |
| V | VISA INC 看跌期权 | $0 | 0.00% | 0 | -1,900 | -100.0% | -$66.63万 | 清仓 |
| EBAY | EBAY INC. 看跌期权 | $0 | 0.00% | 0 | -7,500 | -100.0% | -$65.33万 | 清仓 |
| CNC | CENTENE CORP DEL 看跌期权 | $0 | 0.00% | 0 | -15,500 | -100.0% | -$63.78万 | 清仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -12,400 | -100.0% | -$63.09万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -9,622 | -100.0% | -$62.74万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -8,614 | -100.0% | -$62.13万 | 清仓 |
| ILMN | ILLUMINA INC 看跌期权 | $0 | 0.00% | 0 | -4,700 | -100.0% | -$61.65万 | 清仓 |
| AIQ | GLOBAL X FDS 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $0 | 0.00% | 0 | -111,845 | -100.0% | -$60.96万 | 清仓 |
| — | BLACKROCK MUNIHLDGS NY QLTY | $0 | 0.00% | 0 | -59,432 | -100.0% | -$60.80万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -35,955 | -100.0% | -$59.36万 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 0 | -15,584 | -100.0% | -$56.68万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,984 | -100.0% | -$55.42万 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -31,114 | -100.0% | -$54.89万 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -19,844 | -100.0% | -$53.14万 | 清仓 |
| — | ISABELLA BK CORP | $0 | 0.00% | 0 | -10,551 | -100.0% | -$52.76万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTS | CTS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUD | ANHEUSER BUSCH INBEV SA/NV 看跌期权 | $0 | 0.00% | 0 | -8,000 | -100.0% | -$51.23万 | 清仓 |
| BUXX | EA SERIES TRUST | $0 | 0.00% | 0 | -24,752 | -100.0% | -$50.10万 | 清仓 |
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -9,104 | -100.0% | -$49.14万 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | -8,166 | -100.0% | -$49.12万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -22,831 | -100.0% | -$48.55万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -11,743 | -100.0% | -$48.03万 | 清仓 |
| RGNX | REGENXBIO INC | $0 | 0.00% | 0 | -32,705 | -100.0% | -$47.10万 | 清仓 |
| — | IF BANCORP INC | $0 | 0.00% | 0 | -17,340 | -100.0% | -$46.75万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -15,079 | -100.0% | -$46.52万 | 清仓 |
| VZLA | VIZSLA SILVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ABRDN FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMR | NOMURA HLDGS INC | $0 | 0.00% | 0 | -54,219 | -100.0% | -$45.49万 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -22,618 | -100.0% | -$44.69万 | 清仓 |
| WMB | WILLIAMS COS INC 看跌期权 | $0 | 0.00% | 0 | -7,400 | -100.0% | -$44.48万 | 清仓 |
| CI | THE CIGNA GROUP 看跌期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$44.04万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -46,005 | -100.0% | -$41.54万 | 清仓 |
| — | BARON ETF TR | $0 | 0.00% | 0 | -16,300 | -100.0% | -$40.58万 | 清仓 |
| — | LAKELAND INDS INC | $0 | 0.00% | 0 | -45,889 | -100.0% | -$40.57万 | 清仓 |
| HWM | HOWMET AEROSPACE INC 看涨期权 | $0 | 0.00% | 0 | -1,900 | -100.0% | -$38.95万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -17,915 | -100.0% | -$38.61万 | 清仓 |
| GOOG | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$37.66万 | 清仓 |