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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $1,271.59万 | 0.00% | 529,166 | 50,855 | 10.6% | $122.20万 | 加仓 |
| COKE | COCA COLA CONS INC | $1,270.81万 | 0.00% | 66,278 | 8,382 | 14.5% | $160.72万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $1,270.52万 | 0.00% | 319,065 | 43,598 | 15.8% | $173.61万 | 加仓 |
| OGE | OGE ENERGY CORP | $1,266.72万 | 0.00% | 264,119 | 5,495 | 2.1% | $26.35万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1,263.68万 | 0.00% | 63,729 | -4,957 | -7.2% | -$98.29万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $1,261.41万 | 0.00% | 81,342 | 13,852 | 20.5% | $214.81万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,255.79万 | 0.00% | 194,304 | -16,016 | -7.6% | -$103.51万 | 减仓 |
| IBMP | ISHARES TR | $1,253.42万 | 0.00% | 492,697 | 11,682 | 2.4% | $29.72万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,252.67万 | 0.00% | 93,974 | -3,798 | -3.9% | -$50.63万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $1,252.65万 | 0.00% | 314,737 | 18,293 | 6.2% | $72.81万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,251.91万 | 0.00% | 586,651 | -138,531 | -19.1% | -$295.63万 | 减仓 |
| ING | ING GROEP N.V. | $1,250.64万 | 0.00% | 480,092 | -95,222 | -16.6% | -$248.05万 | 减仓 |
| CATH | GLOBAL X FDS | $1,245.17万 | 0.00% | 159,331 | 10,908 | 7.3% | $85.25万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $1,243.03万 | 0.00% | 225,595 | 23,016 | 11.4% | $126.82万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $1,240.39万 | 0.00% | 269,841 | -41,449 | -13.3% | -$190.53万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,239.67万 | 0.00% | 121,596 | 5,249 | 4.5% | $53.51万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $1,239.45万 | 0.00% | 719,771 | -64,332 | -8.2% | -$110.78万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $1,237.26万 | 0.00% | 1,464,217 | 143,887 | 10.9% | $121.58万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $1,237.21万 | 0.00% | 131,674 | 2,561 | 2.0% | $24.06万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $1,236.49万 | 0.00% | 672,738 | -21,067 | -3.0% | -$38.72万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1,234.79万 | 0.00% | 299,924 | 7,028 | 2.4% | $28.93万 | 加仓 |
| — | ISHARES TR | $1,234.43万 | 0.00% | 189,650 | 11,301 | 6.3% | $73.56万 | 加仓 |
| WDAY | WORKDAY INC | $1,233.73万 | 0.00% | 94,961 | -5,718 | -5.7% | -$74.29万 | 减仓 |
| AA | ALCOA CORP | $1,233.38万 | 0.00% | 185,946 | -16,533 | -8.2% | -$109.66万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $1,232.42万 | 0.00% | 244,383 | 71,625 | 41.5% | $361.21万 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $1,228.52万 | 0.00% | 406,029 | 172,287 | 73.7% | $521.29万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $1,224.37万 | 0.00% | 1,082,556 | 60,316 | 5.9% | $68.22万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $1,224.11万 | 0.00% | 460,884 | 54,108 | 13.3% | $143.71万 | 加仓 |
| SMR | NUSCALE PWR CORP | $1,217.20万 | 0.00% | 1,122,877 | 399,064 | 55.1% | $432.59万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,213.14万 | 0.00% | 324,812 | 317,432 | 4,301.2% | $1,185.58万 | 加仓 |
| EWT | ISHARES INC | $1,212.16万 | 0.00% | 170,920 | 16,556 | 10.7% | $117.42万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $1,211.16万 | 0.00% | 240,643 | -3,120 | -1.3% | -$15.70万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $1,210.80万 | 0.00% | 260,556 | 9,817 | 3.9% | $45.62万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $1,207.19万 | 0.00% | 574,303 | 75,015 | 15.0% | $157.68万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $1,206.82万 | 0.00% | 730,518 | 306,317 | 72.2% | $506.04万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $1,206.42万 | 0.00% | 1,756,068 | -102,775 | -5.5% | -$70.61万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $1,204.95万 | 0.00% | 482,594 | 41,221 | 9.3% | $102.92万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1,203.31万 | 0.00% | 358,447 | 299,992 | 513.2% | $1,007.07万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1,197.73万 | 0.00% | 175,827 | -7,367 | -4.0% | -$50.18万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $1,196.79万 | 0.00% | 982,588 | 195,804 | 24.9% | $238.49万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $1,196.64万 | 0.00% | 506,513 | -24,699 | -4.6% | -$58.35万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $1,195.84万 | 0.00% | 511,146 | 32,616 | 6.8% | $76.31万 | 加仓 |
| — | CAMBRIA ETF TR | $1,194.69万 | 0.00% | 1,020,235 | -401,600 | -28.2% | -$470.27万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $1,194.50万 | 0.00% | 89,657 | -18,158 | -16.8% | -$241.92万 | 减仓 |
| POWR | ISHARES INC | $1,194.17万 | 0.00% | 455,271 | 93,280 | 25.8% | $244.67万 | 加仓 |
| — | NEOS ETF TRUST | $1,188.66万 | 0.00% | 231,934 | 16,137 | 7.5% | $82.70万 | 加仓 |
| L | LOEWS CORP | $1,187.08万 | 0.00% | 111,213 | 2,999 | 2.8% | $32.01万 | 加仓 |
| REZ | ISHARES TR | $1,186.28万 | 0.00% | 142,564 | -1,999 | -1.4% | -$16.63万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,185.13万 | 0.00% | 367,824 | 47,390 | 14.8% | $152.69万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,183.94万 | 0.00% | 107,846 | 19,693 | 22.3% | $216.19万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $1,182.87万 | 0.00% | 500,074 | 54,274 | 12.2% | $128.38万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1,182.74万 | 0.00% | 306,410 | 67,522 | 28.3% | $260.63万 | 加仓 |
| ILMN | ILLUMINA INC | $1,181.97万 | 0.00% | 95,892 | -12,204 | -11.3% | -$150.43万 | 减仓 |
| — | CAPITOL SER TR | $1,179.19万 | 0.00% | 308,931 | -6,478 | -2.1% | -$24.73万 | 减仓 |
| RPM | RPM INTL INC | $1,177.98万 | 0.00% | 118,509 | 6,824 | 6.1% | $67.83万 | 加仓 |
| STPZ | PIMCO ETF TR | $1,177.48万 | 0.00% | 217,622 | 15,036 | 7.4% | $81.35万 | 加仓 |
| WSO | WATSCO INC | $1,174.62万 | 0.00% | 32,288 | 2,495 | 8.4% | $90.77万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,174.60万 | 0.00% | 106,637 | -2,220 | -2.0% | -$24.45万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,171.74万 | 0.00% | 780,121 | -12,410 | -1.6% | -$18.64万 | 减仓 |
| UBS | UBS GROUP AG | $1,171.46万 | 0.00% | 299,837 | 16,824 | 5.9% | $65.73万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $1,170.90万 | 0.00% | 261,771 | -107,718 | -29.2% | -$481.82万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $1,169.33万 | 0.00% | 2,292,797 | -253,547 | -10.0% | -$129.31万 | 减仓 |
| GMED | GLOBUS MED INC | $1,168.10万 | 0.00% | 135,574 | 154 | 0.1% | $1.33万 | 加仓 |
| TSN | TYSON FOODS INC | $1,167.64万 | 0.00% | 182,244 | -40,270 | -18.1% | -$258.01万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1,166.95万 | 0.00% | 53,780 | -1,476 | -2.7% | -$32.03万 | 减仓 |
| PPH | VANECK ETF TRUST | $1,165.95万 | 0.00% | 112,240 | 17,496 | 18.5% | $181.75万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1,165.30万 | 0.00% | 213,307 | -30,461 | -12.5% | -$166.41万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,163.69万 | 0.00% | 81,026 | -34,427 | -29.8% | -$494.44万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $1,163.29万 | 0.00% | 145,230 | 38,432 | 36.0% | $307.84万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $1,162.36万 | 0.00% | 45,800 | -5,700 | -11.1% | -$144.66万 | 减仓 |
| EWP | ISHARES INC | $1,160.25万 | 0.00% | 213,635 | -41,666 | -16.3% | -$226.29万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $1,157.79万 | 0.00% | 259,478 | 49,627 | 23.6% | $221.44万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $1,156.46万 | 0.00% | 823,689 | 89,329 | 12.2% | $125.42万 | 加仓 |
| P | EVERPURE INC | $1,153.56万 | 0.00% | 195,386 | 19,399 | 11.0% | $114.53万 | 加仓 |
| KVUE | KENVUE INC | $1,152.81万 | 0.00% | 668,681 | -201,776 | -23.2% | -$347.86万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $1,151.33万 | 0.00% | 177,210 | -1,913 | -1.1% | -$12.43万 | 减仓 |
| EWI | ISHARES INC | $1,150.03万 | 0.00% | 215,280 | -29,252 | -12.0% | -$156.26万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,146.88万 | 0.00% | 161,396 | 35,336 | 28.0% | $251.10万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $1,144.03万 | 0.00% | 547,382 | -294,017 | -34.9% | -$614.50万 | 减仓 |
| NTRS | NORTHERN TR CORP | $1,142.45万 | 0.00% | 81,855 | 8,086 | 11.0% | $112.86万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,142.07万 | 0.00% | 53,897 | -10,853 | -16.8% | -$229.97万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $1,141.61万 | 0.00% | 2,465,679 | 528,561 | 27.3% | $244.72万 | 加仓 |
| WCC | WESCO INTL INC | $1,139.29万 | 0.00% | 41,638 | 8,958 | 27.4% | $245.11万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $1,137.34万 | 0.00% | 305,490 | 60,749 | 24.8% | $226.17万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $1,136.10万 | 0.00% | 1,333,447 | -30,192 | -2.2% | -$25.72万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $1,135.96万 | 0.00% | 152,446 | -11,900 | -7.2% | -$88.67万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1,135.02万 | 0.00% | 421,001 | -39,264 | -8.5% | -$105.86万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1,134.71万 | 0.00% | 375,812 | -23,993 | -6.0% | -$72.44万 | 减仓 |
| — | ISHARES TR | $1,134.44万 | 0.00% | 131,392 | 10,606 | 8.8% | $91.57万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1,132.57万 | 0.00% | 111,528 | -486 | -0.4% | -$4.94万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,131.92万 | 0.00% | 168,191 | 29,680 | 21.4% | $199.75万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,128.15万 | 0.00% | 497,421 | -30,088 | -5.7% | -$68.24万 | 减仓 |
| — | PGIM ETF TR | $1,127.90万 | 0.00% | 227,422 | 100,939 | 79.8% | $500.61万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1,127.61万 | 0.00% | 120,911 | -12,529 | -9.4% | -$116.85万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $1,126.43万 | 0.00% | 696,617 | -40,102 | -5.4% | -$64.84万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,126.03万 | 0.00% | 253,950 | 44,582 | 21.3% | $197.68万 | 加仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $1,125.50万 | 0.00% | 452,184 | 14,632 | 3.3% | $36.42万 | 加仓 |
| USMF | WISDOMTREE TR | $1,116.85万 | 0.00% | 226,175 | -39,202 | -14.8% | -$193.58万 | 减仓 |
| AES | AES CORP | $1,116.18万 | 0.00% | 792,177 | -137,207 | -14.8% | -$193.32万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1,114.15万 | 0.00% | 924,602 | 61,879 | 7.2% | $74.56万 | 加仓 |