LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$4,451.04亿2026Q2 申报市值
6,201持仓数
14.3%前十大占比 · 第一大 2.5%
409 / 211新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$23.93亿
IUSB 加仓+$6.87亿
IALT 新建仓+$6.10亿
GOVT 加仓+$4.95亿
CORO 新建仓+$4.72亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$6.19亿
EFV 减仓-$5.63亿
IAGG 减仓-$3.55亿
IEMG 减仓-$3.45亿
THRO 减仓-$2.28亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $1,916.19万 | 0.00% | 2,043,279 | 1,376,687 | 206.5% | $1,291.06万 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $1,909.38万 | 0.00% | 386,789 | -28,782 | -6.9% | -$142.08万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $1,906.74万 | 0.00% | 189,536 | 2,197 | 1.2% | $22.10万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1,900.30万 | 0.00% | 2,411,543 | 131,640 | 5.8% | $103.73万 | 加仓 |
| HLN | HALEON PLC | $1,899.73万 | 0.00% | 2,036,156 | 286,069 | 16.3% | $266.90万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1,899.40万 | 0.00% | 80,497 | 6,515 | 8.8% | $153.73万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $1,897.93万 | 0.00% | 1,305,315 | 19,220 | 1.5% | $27.95万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1,897.66万 | 0.00% | 320,823 | 12,925 | 4.2% | $76.45万 | 加仓 |
| — | PACER FDS TR | $1,896.82万 | 0.00% | 416,921 | 43,277 | 11.6% | $196.89万 | 加仓 |
| SONY | SONY GROUP CORP | $1,895.51万 | 0.00% | 944,919 | -320,828 | -25.3% | -$643.58万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1,893.14万 | 0.00% | 514,446 | -6,793 | -1.3% | -$25.00万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $1,892.20万 | 0.00% | 535,275 | -126,699 | -19.1% | -$447.88万 | 减仓 |
| PICK | ISHARES INC | $1,886.04万 | 0.00% | 324,340 | 62,222 | 23.7% | $361.82万 | 加仓 |
| DOL | WISDOMTREE TR | $1,883.94万 | 0.00% | 253,339 | 14,628 | 6.1% | $108.78万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $1,883.18万 | 0.00% | 601,655 | -758,520 | -55.8% | -$2,374.17万 | 减仓 |
| AINP | ALLSPRING EXCHANGE TRADED FU | $1,877.47万 | 0.00% | 749,790 | 749,790 | — | $1,877.47万 | 新建仓 |
| — | ISHARES TR | $1,877.19万 | 0.00% | 486,192 | 551 | 0.1% | $2.13万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1,869.07万 | 0.00% | 424,403 | 58,420 | 16.0% | $257.28万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $1,868.47万 | 0.00% | 287,988 | -22,476 | -7.2% | -$145.82万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $1,867.31万 | 0.00% | 445,233 | 62,518 | 16.3% | $262.20万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,865.43万 | 0.00% | 297,896 | 29,273 | 10.9% | $183.31万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1,864.21万 | 0.00% | 648,422 | -16,879 | -2.5% | -$48.53万 | 减仓 |
| IQQQ | PROSHARES TR | $1,857.09万 | 0.00% | 365,561 | -5,513 | -1.5% | -$28.01万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1,856.99万 | 0.00% | 834,226 | 74,947 | 9.9% | $166.83万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,856.17万 | 0.00% | 717,084 | 155,530 | 27.7% | $402.59万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,853.71万 | 0.00% | 230,390 | 117,853 | 104.7% | $948.24万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $1,851.38万 | 0.00% | 316,530 | 31,667 | 11.1% | $185.22万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,849.73万 | 0.00% | 2,113,977 | 417,241 | 24.6% | $365.09万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1,848.68万 | 0.00% | 224,409 | 27,651 | 14.1% | $227.79万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1,846.13万 | 0.00% | 908,977 | -64,655 | -6.6% | -$131.31万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,845.42万 | 0.00% | 111,796 | 19,305 | 20.9% | $318.67万 | 加仓 |
| EVRG | EVERGY INC | $1,839.59万 | 0.00% | 212,841 | 15,203 | 7.7% | $131.40万 | 加仓 |
| MDB | MONGODB INC | $1,836.66万 | 0.00% | 54,679 | -7,713 | -12.4% | -$259.08万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $1,829.67万 | 0.00% | 530,493 | 21,265 | 4.2% | $73.34万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $1,825.77万 | 0.00% | 1,907,801 | 156,845 | 9.0% | $150.10万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,816.31万 | 0.00% | 225,531 | 106,613 | 89.7% | $858.61万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $1,815.82万 | 0.00% | 260,096 | 40,492 | 18.4% | $282.69万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $1,814.10万 | 0.00% | 347,328 | 174,435 | 100.9% | $911.08万 | 加仓 |
| JOET | VIRTUS ETF TR II | $1,811.60万 | 0.00% | 391,401 | -33,870 | -8.0% | -$156.77万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,809.45万 | 0.00% | 92,959 | -7,125 | -7.1% | -$138.69万 | 减仓 |
| ARGX | ARGENX SE | $1,809.10万 | 0.00% | 19,499 | -3,748 | -16.1% | -$347.74万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1,807.97万 | 0.00% | 232,476 | -14,856 | -6.0% | -$115.54万 | 减仓 |
| TPLC | TIMOTHY PLAN | $1,807.74万 | 0.00% | 359,035 | 10,623 | 3.0% | $53.49万 | 加仓 |
| XPO | XPO INC | $1,804.44万 | 0.00% | 87,897 | -23,199 | -20.9% | -$476.25万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,804.21万 | 0.00% | 907,092 | -20,343 | -2.2% | -$40.46万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $1,803.35万 | 0.00% | 347,600 | -328 | -0.1% | -$1.70万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $1,799.08万 | 0.00% | 457,665 | 74,069 | 19.3% | $291.17万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $1,793.10万 | 0.00% | 241,315 | 31,366 | 14.9% | $233.07万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $1,791.64万 | 0.00% | 128,559 | 38,902 | 43.4% | $542.15万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,790.99万 | 0.00% | 76,834 | -6,564 | -7.9% | -$153.01万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,787.73万 | 0.00% | 359,114 | 34,302 | 10.6% | $170.76万 | 加仓 |
| TOL | TOLL BROTHERS INC | $1,785.61万 | 0.00% | 108,383 | 11,962 | 12.4% | $197.07万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $1,784.72万 | 0.00% | 28,029 | -3,253 | -10.4% | -$207.13万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $1,778.95万 | 0.00% | 979,058 | 30,291 | 3.2% | $55.04万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,776.63万 | 0.00% | 606,359 | 17,924 | 3.0% | $52.52万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $1,775.89万 | 0.00% | 925,807 | -227,155 | -19.7% | -$435.73万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,774.99万 | 0.00% | 385,448 | 567 | 0.1% | $2.61万 | 加仓 |
| RBC | RBC BEARINGS INC | $1,771.81万 | 0.00% | 27,510 | -2,362 | -7.9% | -$152.13万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,769.91万 | 0.00% | 448,079 | 68,643 | 18.1% | $271.14万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,768.70万 | 0.00% | 127,162 | -18,186 | -12.5% | -$252.95万 | 减仓 |
| — | WISDOMTREE TR | $1,768.38万 | 0.00% | 306,663 | 24,202 | 8.6% | $139.56万 | 加仓 |
| ICOP | ISHARES TR | $1,768.02万 | 0.00% | 359,135 | -45,895 | -11.3% | -$225.94万 | 减仓 |
| — | TWO RDS SHARED TR | $1,764.52万 | 0.00% | 394,779 | -6,657 | -1.7% | -$29.75万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,763.54万 | 0.00% | 154,602 | 33,006 | 27.1% | $376.50万 | 加仓 |
| GNMA | ISHARES TR | $1,761.48万 | 0.00% | 398,254 | -29,747 | -7.0% | -$131.57万 | 减仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $1,759.68万 | 0.00% | 867,694 | 177,192 | 25.7% | $359.35万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $1,758.24万 | 0.00% | 554,125 | 87,515 | 18.8% | $277.68万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1,757.91万 | 0.00% | 360,250 | -68,584 | -16.0% | -$334.67万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1,756.27万 | 0.00% | 176,688 | 4,693 | 2.7% | $46.65万 | 加仓 |
| PRFD | PIMCO ETF TR | $1,753.75万 | 0.00% | 341,551 | 22,587 | 7.1% | $115.98万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,752.53万 | 0.00% | 131,938 | 7,527 | 6.1% | $99.98万 | 加仓 |
| KCE | SPDR SERIES TRUST | $1,752.22万 | 0.00% | 119,008 | -23,623 | -16.6% | -$347.82万 | 减仓 |
| ORI | OLD REP INTL CORP | $1,746.24万 | 0.00% | 426,745 | -48,053 | -10.1% | -$196.63万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $1,745.67万 | 0.00% | 345,438 | 101,055 | 41.4% | $510.68万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,742.65万 | 0.00% | 57,890 | -9,747 | -14.4% | -$293.41万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1,742.32万 | 0.00% | 76,818 | 13,089 | 20.5% | $296.87万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1,742.26万 | 0.00% | 108,404 | -3,993 | -3.6% | -$64.18万 | 减仓 |
| — | SPDR SERIES TRUST | $1,740.58万 | 0.00% | 145,680 | 136,702 | 1,522.6% | $1,633.31万 | 加仓 |
| XVV | ISHARES TR | $1,738.94万 | 0.00% | 306,206 | 32,685 | 11.9% | $185.62万 | 加仓 |
| TEM | TEMPUS AI INC | $1,737.90万 | 0.00% | 300,000 | 62,074 | 26.1% | $359.59万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $1,737.18万 | 0.00% | 316,541 | -608 | -0.2% | -$3.34万 | 减仓 |
| IGHG | PROSHARES TR | $1,734.70万 | 0.00% | 221,460 | -18,461 | -7.7% | -$144.61万 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $1,734.53万 | 0.00% | 1,460,042 | 324,462 | 28.6% | $385.46万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1,733.71万 | 0.00% | 432,680 | -41,005 | -8.7% | -$164.30万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1,732.53万 | 0.00% | 232,462 | -64,252 | -21.7% | -$478.87万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $1,731.27万 | 0.00% | 354,696 | 84,855 | 31.4% | $414.18万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $1,730.24万 | 0.00% | 175,534 | 30,304 | 20.9% | $298.71万 | 加仓 |
| INTF | ISHARES TR | $1,729.27万 | 0.00% | 422,185 | 79,578 | 23.2% | $325.95万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1,728.84万 | 0.00% | 1,472,608 | 25,093 | 1.7% | $29.46万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,728.14万 | 0.00% | 996,047 | -86,198 | -8.0% | -$149.55万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $1,727.98万 | 0.00% | 211,892 | -22,040 | -9.4% | -$179.74万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,727.15万 | 0.00% | 183,505 | 22,109 | 13.7% | $208.09万 | 加仓 |
| NU | NU HLDGS LTD | $1,725.38万 | 0.00% | 1,291,450 | 353,462 | 37.7% | $472.23万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $1,725.16万 | 0.00% | 371,721 | -2,485 | -0.7% | -$11.53万 | 减仓 |
| KEY | KEYCORP | $1,719.60万 | 0.00% | 746,032 | -50,313 | -6.3% | -$115.97万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1,717.79万 | 0.00% | 229,374 | 24,745 | 12.1% | $185.32万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,714.51万 | 0.00% | 8,779 | -214 | -2.4% | -$41.79万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,713.73万 | 0.00% | 1,079,853 | -106,488 | -9.0% | -$169.00万 | 减仓 |
| WCC | WESCO INTL INC | $1,709.17万 | 0.00% | 49,480 | 7,842 | 18.8% | $270.88万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1,708.90万 | 0.00% | 45,831 | -13,818 | -23.2% | -$515.23万 | 减仓 |