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 |
|---|---|---|---|---|---|---|---|---|
| FIVA | FIDELITY COVINGTON TRUST | $1,647.96万 | 0.00% | 473,415 | 201,450 | 74.1% | $701.25万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,643.61万 | 0.00% | 807,669 | 400,199 | 98.2% | $814.40万 | 加仓 |
| SMMD | ISHARES TR | $1,639.92万 | 0.00% | 214,790 | 32,422 | 17.8% | $247.54万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1,637.75万 | 0.00% | 222,884 | 27,733 | 14.2% | $203.78万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,635.95万 | 0.00% | 166,221 | 13,557 | 8.9% | $133.43万 | 加仓 |
| RL | RALPH LAUREN CORP | $1,635.57万 | 0.00% | 47,547 | 5,125 | 12.1% | $176.29万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $1,631.97万 | 0.00% | 2,863,101 | 18,716 | 0.7% | $10.67万 | 加仓 |
| VG | VENTURE GLOBAL INC | $1,631.76万 | 0.00% | 1,035,384 | 633,374 | 157.6% | $998.20万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,628.78万 | 0.00% | 1,082,245 | 108,527 | 11.1% | $163.33万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,628.61万 | 0.00% | 63,995 | 3,499 | 5.8% | $89.05万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1,625.56万 | 0.00% | 1,447,515 | 277,695 | 23.7% | $311.85万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $1,625.07万 | 0.00% | 317,149 | -46,581 | -12.8% | -$238.68万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,623.35万 | 0.00% | 570,398 | -7,093 | -1.2% | -$20.19万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,622.98万 | 0.00% | 148,761 | -15,348 | -9.4% | -$167.45万 | 减仓 |
| DOL | WISDOMTREE TR | $1,622.91万 | 0.00% | 238,711 | 1,587 | 0.7% | $10.79万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,622.44万 | 0.00% | 338,855 | -16,906 | -4.8% | -$80.95万 | 减仓 |
| RBC | RBC BEARINGS INC | $1,622.43万 | 0.00% | 29,872 | 924 | 3.2% | $50.18万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,620.62万 | 0.00% | 244,510 | -53,899 | -18.1% | -$357.24万 | 减仓 |
| EVRG | EVERGY INC | $1,619.05万 | 0.00% | 197,638 | 2,086 | 1.1% | $17.09万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,618.92万 | 0.00% | 491,328 | 2,530 | 0.5% | $8.34万 | 加仓 |
| TPLC | TIMOTHY PLAN | $1,618.02万 | 0.00% | 348,412 | 14,366 | 4.3% | $66.72万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1,617.78万 | 0.00% | 171,995 | 5,324 | 3.2% | $50.08万 | 加仓 |
| CPRT | COPART INC | $1,617.67万 | 0.00% | 487,249 | -167,107 | -25.5% | -$554.80万 | 减仓 |
| UGI | UGI CORP NEW | $1,616.22万 | 0.00% | 443,772 | 23,983 | 5.7% | $87.35万 | 加仓 |
| PRFD | PIMCO ETF TR | $1,616.19万 | 0.00% | 318,964 | 10,279 | 3.3% | $52.08万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $1,614.31万 | 0.00% | 765,074 | -60,744 | -7.4% | -$128.17万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $1,613.20万 | 0.00% | 374,206 | -9,833 | -2.6% | -$42.39万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $1,608.33万 | 0.00% | 601,378 | 17,522 | 3.0% | $46.86万 | 加仓 |
| SYM | SYMBOTIC INC | $1,608.13万 | 0.00% | 302,280 | 84,251 | 38.6% | $448.22万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,605.56万 | 0.00% | 128,414 | -11,562 | -8.3% | -$144.56万 | 减仓 |
| IEO | ISHARES TR | $1,601.07万 | 0.00% | 128,188 | 33,550 | 35.5% | $419.04万 | 加仓 |
| HAP | VANECK ETF TRUST | $1,600.06万 | 0.00% | 220,789 | 150,770 | 215.3% | $1,092.63万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $1,597.52万 | 0.00% | 624,275 | 87,606 | 16.3% | $224.18万 | 加仓 |
| KEY | KEYCORP | $1,596.67万 | 0.00% | 796,345 | -55,761 | -6.5% | -$111.80万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,588.95万 | 0.00% | 81,347 | -16,310 | -16.7% | -$318.58万 | 减仓 |
| TXT | TEXTRON INC | $1,587.51万 | 0.00% | 181,305 | -13,168 | -6.8% | -$115.30万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,583.48万 | 0.00% | 588,435 | 171,095 | 41.0% | $460.42万 | 加仓 |
| — | TWO RDS SHARED TR | $1,581.88万 | 0.00% | 401,436 | -34,884 | -8.0% | -$137.46万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,581.07万 | 0.00% | 207,599 | -59,688 | -22.3% | -$454.58万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1,579.58万 | 0.00% | 365,983 | 35,226 | 10.7% | $152.04万 | 加仓 |
| ISCV | ISHARES TR | $1,577.56万 | 0.00% | 226,955 | -4,304 | -1.9% | -$29.92万 | 减仓 |
| HUBB | HUBBELL INC | $1,577.36万 | 0.00% | 32,143 | 151 | 0.5% | $7.41万 | 加仓 |
| PHYL | PGIM ETF TR | $1,576.22万 | 0.00% | 455,159 | 32,210 | 7.6% | $111.54万 | 加仓 |
| NI | NISOURCE INC | $1,574.70万 | 0.00% | 337,484 | 51,549 | 18.0% | $240.53万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,573.86万 | 0.00% | 927,435 | 189,152 | 25.6% | $320.99万 | 加仓 |
| POWL | POWELL INDS INC | $1,573.51万 | 0.00% | 29,081 | -901 | -3.0% | -$48.75万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $1,572.35万 | 0.00% | 1,443,850 | -35,006 | -2.4% | -$38.12万 | 减仓 |
| IGOV | ISHARES TR | $1,571.65万 | 0.00% | 382,769 | 145,128 | 61.1% | $595.90万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1,570.20万 | 0.00% | 43,764 | -3,269 | -7.0% | -$117.29万 | 减仓 |
| CBRE | CBRE GROUP INC | $1,563.01万 | 0.00% | 115,385 | 2,641 | 2.3% | $35.78万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1,561.64万 | 0.00% | 112,397 | 6,143 | 5.8% | $85.35万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $1,558.74万 | 0.00% | 656,588 | 70,459 | 12.0% | $167.27万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $1,555.40万 | 0.00% | 577,573 | 23,012 | 4.1% | $61.97万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,552.87万 | 0.00% | 461,340 | -443,700 | -49.0% | -$1,493.49万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1,552.02万 | 0.00% | 119,533 | 60,808 | 103.5% | $789.53万 | 加仓 |
| — | BNY MELLON ETF TRUST II | $1,550.20万 | 0.00% | 570,706 | 491,276 | 618.5% | $1,334.44万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,549.12万 | 0.00% | 1,696,736 | 52,426 | 3.2% | $47.86万 | 加仓 |
| IQQQ | PROSHARES TR | $1,547.07万 | 0.00% | 371,074 | -17,669 | -4.5% | -$73.66万 | 减仓 |
| RBA | RB GLOBAL INC | $1,541.91万 | 0.00% | 160,867 | 16,945 | 11.8% | $162.42万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $1,539.87万 | 0.00% | 664,024 | 205,391 | 44.8% | $476.30万 | 加仓 |
| EQL | ALPS ETF TR | $1,537.50万 | 0.00% | 323,275 | 15,497 | 5.0% | $73.70万 | 加仓 |
| — | ISHARES U S ETF TR | $1,535.92万 | 0.00% | 635,203 | 411,077 | 183.4% | $993.98万 | 加仓 |
| EWG | ISHARES INC | $1,535.50万 | 0.00% | 387,069 | -191,127 | -33.1% | -$758.20万 | 减仓 |
| — | WISDOMTREE TR | $1,535.46万 | 0.00% | 282,461 | 143,797 | 103.7% | $781.68万 | 加仓 |
| VSEC | VSE CORP | $1,531.06万 | 0.00% | 83,029 | 72,839 | 714.8% | $1,343.15万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $1,528.63万 | 0.00% | 852,078 | -139,343 | -14.1% | -$249.98万 | 减仓 |
| — | STRATEGY SHS | $1,528.23万 | 0.00% | 699,741 | -67,542 | -8.8% | -$147.51万 | 减仓 |
| MDB | MONGODB INC | $1,527.17万 | 0.00% | 62,392 | -3,486 | -5.3% | -$85.33万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,525.32万 | 0.00% | 470,342 | 25,110 | 5.6% | $81.43万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $1,521.05万 | 0.00% | 284,863 | -8,028 | -2.7% | -$42.87万 | 减仓 |
| — | COLUMBIA ETF TR I | $1,521.03万 | 0.00% | 761,679 | 722,921 | 1,865.2% | $1,443.63万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,520.60万 | 0.00% | 83,398 | 3,032 | 3.8% | $55.28万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,518.10万 | 0.00% | 450,876 | 202,934 | 81.8% | $683.28万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $1,517.14万 | 0.00% | 154,067 | 24,978 | 19.3% | $245.97万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $1,513.05万 | 0.00% | 633,869 | 36,860 | 6.2% | $87.98万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,511.09万 | 0.00% | 119,303 | 4,196 | 3.6% | $53.15万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $1,509.32万 | 0.00% | 1,750,956 | -115,106 | -6.2% | -$99.22万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $1,505.24万 | 0.00% | 227,687 | -4,987 | -2.1% | -$32.97万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $1,504.25万 | 0.00% | 1,042,447 | 98,213 | 10.4% | $141.72万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,502.34万 | 0.00% | 114,569 | 12,062 | 11.8% | $158.17万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,501.16万 | 0.00% | 320,008 | 24,119 | 8.2% | $113.14万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,499.98万 | 0.00% | 367,103 | -7,613 | -2.0% | -$31.11万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $1,498.70万 | 0.00% | 196,758 | 196,758 | — | $1,498.70万 | 新建仓 |
| BIIB | BIOGEN INC | $1,498.17万 | 0.00% | 81,720 | -7,817 | -8.7% | -$143.31万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $1,497.22万 | 0.00% | 297,835 | 9,355 | 3.2% | $47.03万 | 加仓 |
| — | HARBOR ETF TRUST | $1,496.05万 | 0.00% | 897,449 | 31,228 | 3.6% | $52.06万 | 加仓 |
| — | PACER FDS TR | $1,493.25万 | 0.00% | 276,222 | 38,067 | 16.0% | $205.79万 | 加仓 |
| — | ISHARES TR | $1,490.28万 | 0.00% | 505,237 | -398,256 | -44.1% | -$1,174.72万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $1,489.42万 | 0.00% | 628,714 | -97,889 | -13.5% | -$231.90万 | 减仓 |
| — | SPDR SERIES TRUST | $1,484.91万 | 0.00% | 173,594 | 16,377 | 10.4% | $140.09万 | 加仓 |
| PICK | ISHARES INC | $1,483.32万 | 0.00% | 262,118 | 102,473 | 64.2% | $579.89万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $1,477.29万 | 0.00% | 466,610 | 121,671 | 35.3% | $385.21万 | 加仓 |
| IHE | ISHARES TR | $1,475.19万 | 0.00% | 170,188 | 32,441 | 23.6% | $281.20万 | 加仓 |
| — | KRANESHARES TRUST | $1,472.34万 | 0.00% | 650,227 | 65,854 | 11.3% | $149.12万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $1,471.56万 | 0.00% | 403,499 | 394,735 | 4,504.1% | $1,439.60万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $1,470.04万 | 0.00% | 101,529 | -7,256 | -6.7% | -$105.06万 | 减仓 |
| — | TWO RDS SHARED TR | $1,469.37万 | 0.00% | 655,676 | -36,091 | -5.2% | -$80.88万 | 减仓 |
| IHAK | ISHARES TR | $1,469.24万 | 0.00% | 336,596 | 6,012 | 1.8% | $26.24万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $1,468.36万 | 0.00% | 615,486 | 195,292 | 46.5% | $465.91万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $1,468.19万 | 0.00% | 743,010 | -10,486 | -1.4% | -$20.72万 | 减仓 |