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 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | $3,449.98万 | 0.01% | 537,213 | 91,325 | 20.5% | $586.49万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $3,448.46万 | 0.01% | 747,553 | -86,842 | -10.4% | -$400.60万 | 减仓 |
| NFLT | ETFIS SER TR I | $3,443.34万 | 0.01% | 1,513,555 | 10,816 | 0.7% | $24.61万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,433.91万 | 0.01% | 284,395 | -65,810 | -18.8% | -$794.62万 | 减仓 |
| B | BARRICK MNG CORP | $3,430.11万 | 0.01% | 840,918 | 94,113 | 12.6% | $383.89万 | 加仓 |
| HYS | PIMCO ETF TR | $3,413.39万 | 0.01% | 365,969 | 30,862 | 9.2% | $287.85万 | 加仓 |
| IYR | ISHARES TR | $3,403.58万 | 0.01% | 359,939 | 19,050 | 5.6% | $180.14万 | 加仓 |
| EWY | ISHARES INC | $3,403.49万 | 0.01% | 276,684 | 151,195 | 120.5% | $1,859.85万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $3,387.90万 | 0.01% | 400,178 | -44,667 | -10.0% | -$378.15万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $3,378.73万 | 0.01% | 365,901 | -28,034 | -7.1% | -$258.87万 | 减仓 |
| BILL | BILL HOLDINGS INC | $3,366.37万 | 0.01% | 878,947 | 287,575 | 48.6% | $1,101.41万 | 加仓 |
| YYY | AMPLIFY ETF TR | $3,364.39万 | 0.01% | 3,050,216 | 203,535 | 7.1% | $224.50万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $3,354.10万 | 0.01% | 1,121,795 | 965,964 | 619.9% | $2,888.17万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $3,353.56万 | 0.01% | 596,057 | 44,424 | 8.1% | $249.94万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $3,346.63万 | 0.01% | 675,814 | 55,700 | 9.0% | $275.83万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,344.59万 | 0.01% | 247,327 | -4,659 | -1.8% | -$63.00万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $3,343.35万 | 0.01% | 658,918 | -13,762 | -2.0% | -$69.83万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $3,332.86万 | 0.01% | 933,574 | 112,079 | 13.6% | $400.12万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3,330.93万 | 0.01% | 408,052 | -86,129 | -17.4% | -$703.07万 | 减仓 |
| CHAT | TIDAL TRUST II | $3,328.29万 | 0.01% | 538,123 | 16,996 | 3.3% | $105.12万 | 加仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $3,327.12万 | 0.01% | 1,142,602 | 127,424 | 12.6% | $371.04万 | 加仓 |
| DWM | WISDOMTREE TR | $3,326.85万 | 0.01% | 476,008 | -588 | -0.1% | -$4.11万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3,323.08万 | 0.01% | 721,310 | 68,651 | 10.5% | $316.28万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $3,318.66万 | 0.01% | 186,337 | 2,376 | 1.3% | $42.32万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,315.56万 | 0.01% | 456,123 | 137,135 | 43.0% | $996.83万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $3,310.57万 | 0.01% | 132,129 | 19,079 | 16.9% | $478.04万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $3,307.17万 | 0.01% | 1,101,288 | 144,000 | 15.0% | $432.43万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $3,306.72万 | 0.01% | 2,741,887 | 85,349 | 3.2% | $102.93万 | 加仓 |
| AON | AON PLC | $3,295.93万 | 0.01% | 102,111 | 26,621 | 35.3% | $859.27万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $3,279.91万 | 0.01% | 546,926 | 8,661 | 1.6% | $51.94万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $3,279.88万 | 0.01% | 3,787,391 | 21,653 | 0.6% | $18.75万 | 加仓 |
| FTI | TECHNIPFMC PLC | $3,278.43万 | 0.01% | 474,242 | -50,568 | -9.6% | -$349.58万 | 减仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $3,276.80万 | 0.01% | 723,914 | -63,796 | -8.1% | -$288.77万 | 减仓 |
| SMOT | VANECK ETF TRUST | $3,275.78万 | 0.01% | 930,882 | -165,904 | -15.1% | -$583.82万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $3,271.12万 | 0.01% | 653,570 | 4,388 | 0.7% | $21.96万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,258.08万 | 0.01% | 1,247,350 | 25,085 | 2.1% | $65.52万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $3,252.97万 | 0.01% | 3,158,223 | 97,224 | 3.2% | $100.14万 | 加仓 |
| MCHI | ISHARES TR | $3,252.80万 | 0.01% | 578,997 | -839,249 | -59.2% | -$4,714.90万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,246.03万 | 0.01% | 247,769 | 18,143 | 7.9% | $237.69万 | 加仓 |
| BIZD | VANECK ETF TRUST | $3,242.99万 | 0.01% | 2,533,586 | -30,105 | -1.2% | -$38.53万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $3,238.46万 | 0.01% | 1,218,381 | 51,455 | 4.4% | $136.77万 | 加仓 |
| XHB | SPDR SERIES TRUST | $3,233.21万 | 0.01% | 327,513 | 66,517 | 25.5% | $656.66万 | 加仓 |
| BUG | GLOBAL X FDS | $3,230.52万 | 0.01% | 1,286,549 | 291,002 | 29.2% | $730.71万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $3,225.23万 | 0.01% | 1,085,205 | -29,062 | -2.6% | -$86.37万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $3,218.66万 | 0.01% | 819,415 | 39,970 | 5.1% | $157.00万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $3,216.22万 | 0.01% | 681,980 | -41,778 | -5.8% | -$197.03万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $3,209.93万 | 0.01% | 1,429,176 | 183,186 | 14.7% | $411.44万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,206.07万 | 0.01% | 162,332 | 6,689 | 4.3% | $132.11万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,204.89万 | 0.01% | 1,693,918 | 289,822 | 20.6% | $548.34万 | 加仓 |
| EIX | EDISON INTL | $3,203.83万 | 0.01% | 437,802 | -18,186 | -4.0% | -$133.09万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3,203.70万 | 0.01% | 162,740 | -35,198 | -17.8% | -$692.91万 | 减仓 |
| KIM | KIMCO REALTY CORP | $3,195.98万 | 0.01% | 1,422,334 | 1,200,562 | 541.3% | $2,697.66万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $3,191.61万 | 0.01% | 108,146 | -8,968 | -7.7% | -$264.66万 | 减仓 |
| APG | API GROUP CORP | $3,189.42万 | 0.01% | 787,123 | 350,699 | 80.4% | $1,421.03万 | 加仓 |
| BILZ | PIMCO ETF TR | $3,187.04万 | 0.01% | 315,642 | 91,002 | 40.5% | $918.85万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $3,184.41万 | 0.01% | 1,053,741 | -18,602 | -1.7% | -$56.22万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $3,183.34万 | 0.01% | 1,445,659 | 510,634 | 54.6% | $1,124.42万 | 加仓 |
| EWZ | ISHARES INC | $3,173.43万 | 0.01% | 826,630 | 193,974 | 30.7% | $744.67万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $3,172.69万 | 0.01% | 1,974,296 | 1,617,627 | 453.5% | $2,599.53万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $3,167.59万 | 0.01% | 744,264 | -3,527 | -0.5% | -$15.01万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $3,164.11万 | 0.01% | 781,841 | 324,735 | 71.0% | $1,314.20万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $3,159.83万 | 0.01% | 928,815 | 102,801 | 12.4% | $349.73万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $3,152.58万 | 0.01% | 1,102,301 | 79,437 | 7.8% | $227.19万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $3,146.86万 | 0.01% | 644,056 | -9,114 | -1.4% | -$44.53万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $3,145.60万 | 0.01% | 197,933 | 72,825 | 58.2% | $1,157.35万 | 加仓 |
| IMCV | ISHARES TR | $3,143.94万 | 0.01% | 370,810 | 32,018 | 9.5% | $271.47万 | 加仓 |
| GIS | GENERAL MILLS INC | $3,142.99万 | 0.01% | 844,436 | 80,149 | 10.5% | $298.31万 | 加仓 |
| JBL | JABIL INC | $3,142.42万 | 0.01% | 118,301 | 17,812 | 17.7% | $473.14万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,141.05万 | 0.01% | 694,461 | -213,130 | -23.5% | -$963.99万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $3,138.49万 | 0.01% | 251,461 | 17,624 | 7.5% | $219.97万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3,134.94万 | 0.01% | 541,628 | -35,502 | -6.2% | -$205.49万 | 减仓 |
| HDEF | DBX ETF TR | $3,134.39万 | 0.01% | 967,104 | 181,113 | 23.0% | $586.99万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $3,131.96万 | 0.01% | 742,875 | -72,648 | -8.9% | -$306.28万 | 减仓 |
| GL | GLOBE LIFE INC | $3,114.83万 | 0.01% | 223,815 | -2,282 | -1.0% | -$31.76万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $3,112.90万 | 0.01% | 377,367 | -6,670 | -1.7% | -$55.02万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,106.35万 | 0.01% | 436,407 | -35,050 | -7.4% | -$249.49万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $3,096.77万 | 0.01% | 410,658 | 7,323 | 1.8% | $55.22万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $3,093.89万 | 0.01% | 281,852 | -9,857 | -3.4% | -$108.20万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $3,090.43万 | 0.01% | 517,314 | -127,087 | -19.7% | -$759.22万 | 减仓 |
| AME | AMETEK INC | $3,078.43万 | 0.01% | 143,610 | 32,154 | 28.8% | $689.25万 | 加仓 |
| NTRA | NATERA INC | $3,073.77万 | 0.01% | 153,696 | 9,542 | 6.6% | $190.83万 | 加仓 |
| DTE | DTE ENERGY CO | $3,063.47万 | 0.01% | 209,511 | -3,080 | -1.4% | -$45.04万 | 减仓 |
| RKT | ROCKET COS INC | $3,062.80万 | 0.01% | 2,149,332 | 349,553 | 19.4% | $498.11万 | 加仓 |
| TRGP | TARGA RES CORP | $3,052.08万 | 0.01% | 121,728 | -16,123 | -11.7% | -$404.25万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $3,047.63万 | 0.01% | 405,270 | 14,942 | 3.8% | $112.36万 | 加仓 |
| VEEV | VEEVA SYS INC | $3,043.25万 | 0.01% | 173,247 | -1,093 | -0.6% | -$19.20万 | 减仓 |
| TPR | TAPESTRY INC | $3,038.54万 | 0.01% | 215,331 | 89,199 | 70.7% | $1,258.69万 | 加仓 |
| SNPE | DBX ETF TR | $3,038.15万 | 0.01% | 510,185 | -12,311 | -2.4% | -$73.31万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $3,027.61万 | 0.01% | 690,920 | 40,214 | 6.2% | $176.22万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $3,022.08万 | 0.01% | 655,122 | 134,948 | 25.9% | $622.52万 | 加仓 |
| VMC | VULCAN MATLS CO | $3,012.41万 | 0.01% | 110,628 | 9,612 | 9.5% | $261.74万 | 加仓 |
| — | NOMURA ETF TR | $3,007.35万 | 0.01% | 1,242,978 | 290,096 | 30.4% | $701.88万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $3,004.96万 | 0.01% | 704,398 | 113,626 | 19.2% | $484.73万 | 加仓 |
| IYM | ISHARES TR | $2,996.43万 | 0.01% | 170,329 | 68,722 | 67.6% | $1,208.96万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $2,993.45万 | 0.01% | 151,875 | 11,747 | 8.4% | $231.53万 | 加仓 |
| CCI | CROWN CASTLE INC | $2,987.48万 | 0.01% | 367,419 | -66,619 | -15.3% | -$541.68万 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $2,984.78万 | 0.01% | 726,579 | 179,498 | 32.8% | $737.38万 | 加仓 |
| TOPT | ISHARES TR | $2,984.70万 | 0.01% | 1,042,871 | 354,133 | 51.4% | $1,013.53万 | 加仓 |
| MLI | MUELLER INDS INC | $2,983.64万 | 0.01% | 269,282 | -8,546 | -3.1% | -$94.69万 | 减仓 |
| NVT | NVENT ELEC PLC | $2,982.90万 | 0.01% | 252,190 | 34,761 | 16.0% | $411.15万 | 加仓 |