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 |
|---|---|---|---|---|---|---|---|---|
| FVD | FIRST TR EXCHANGE-TRADED FD | $7.91亿 | 0.21% | 16,816,974 | -390,188 | -2.3% | -$1,835.05万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $7.83亿 | 0.21% | 16,696,640 | 1,109,591 | 7.1% | $5,205.09万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $7.82亿 | 0.21% | 20,066,979 | 2,692,608 | 15.5% | $1.05亿 | 加仓 |
| CAT | CATERPILLAR INC | $7.79亿 | 0.21% | 1,099,268 | 76,048 | 7.4% | $5,387.69万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $7.62亿 | 0.20% | 6,792,814 | 168,326 | 2.5% | $1,887.10万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $7.61亿 | 0.20% | 12,852,544 | 8,072 | 0.1% | $47.80万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $7.58亿 | 0.20% | 6,598,106 | 727,207 | 12.4% | $8,356.34万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $7.52亿 | 0.20% | 1,623,835 | -26,157 | -1.6% | -$1,211.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.47亿 | 0.20% | 5,109,312 | 123,524 | 2.5% | $1,806.91万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $7.46亿 | 0.20% | 28,419,125 | 6,159,437 | 27.7% | $1.62亿 | 加仓 |
| NFLX | NETFLIX INC. | $7.44亿 | 0.20% | 7,738,759 | -271,818 | -3.4% | -$2,613.53万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $7.35亿 | 0.20% | 16,014,045 | 835,724 | 5.5% | $3,835.14万 | 加仓 |
| HD | HOME DEPOT INC | $7.32亿 | 0.19% | 2,226,080 | 56,457 | 2.6% | $1,856.81万 | 加仓 |
| IGF | ISHARES TR | $7.25亿 | 0.19% | 10,822,105 | 1,034,788 | 10.6% | $6,933.08万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $7.24亿 | 0.19% | 14,253,890 | 1,845,604 | 14.9% | $9,375.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7.21亿 | 0.19% | 6,527,850 | 1,052,611 | 19.2% | $1.16亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.08亿 | 0.19% | 2,094,792 | 65,478 | 3.2% | $2,212.83万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $6.98亿 | 0.19% | 7,528,935 | -150,686 | -2.0% | -$1,397.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.80亿 | 0.18% | 17,506,918 | -235,428 | -1.3% | -$914.87万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $6.72亿 | 0.18% | 8,501,799 | 199,994 | 2.4% | $1,581.15万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $6.68亿 | 0.18% | 13,252,376 | -20,360 | -0.2% | -$102.55万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $6.64亿 | 0.18% | 22,024,213 | 16,386,579 | 290.7% | $4.94亿 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $6.64亿 | 0.18% | 29,704,133 | 5,981,448 | 25.2% | $1.34亿 | 加仓 |
| USFR | WISDOMTREE TR | $6.42亿 | 0.17% | 12,759,066 | -95,381 | -0.7% | -$480.15万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $6.33亿 | 0.17% | 24,716,908 | 1,201,539 | 5.1% | $3,078.34万 | 加仓 |
| PULS | PGIM ETF TR | $6.30亿 | 0.17% | 12,718,445 | 1,570,293 | 14.1% | $7,772.95万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $6.17亿 | 0.16% | 7,301,993 | 379,364 | 5.5% | $3,206.38万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $6.14亿 | 0.16% | 12,336,806 | 825,743 | 7.2% | $4,113.03万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.00亿 | 0.16% | 4,151,054 | 149,055 | 3.7% | $2,152.95万 | 加仓 |
| IWY | ISHARES TR | $5.94亿 | 0.16% | 2,387,655 | -2,964 | -0.1% | -$73.76万 | 减仓 |
| USMV | ISHARES TR | $5.83亿 | 0.15% | 6,281,097 | -7,568 | -0.1% | -$70.19万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $5.74亿 | 0.15% | 16,125,214 | 1,196,176 | 8.0% | $4,257.19万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $5.72亿 | 0.15% | 5,163,455 | 593,229 | 13.0% | $6,571.79万 | 加仓 |
| IEF | ISHARES TR | $5.69亿 | 0.15% | 5,958,061 | 787,841 | 15.2% | $7,519.15万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.67亿 | 0.15% | 16,997,437 | 1,928,629 | 12.8% | $6,435.83万 | 加仓 |
| MOAT | VANECK ETF TRUST | $5.64亿 | 0.15% | 5,830,311 | -753,346 | -11.4% | -$7,284.86万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $5.58亿 | 0.15% | 7,122,050 | 294,671 | 4.3% | $2,310.52万 | 加仓 |
| RTX | RTX CORPORATION | $5.54亿 | 0.15% | 2,871,181 | 241,830 | 9.2% | $4,664.90万 | 加仓 |
| IAGG | ISHARES TR | $5.52亿 | 0.15% | 11,025,231 | 1,149,296 | 11.6% | $5,751.08万 | 加仓 |
| IYW | ISHARES TR | $5.52亿 | 0.15% | 3,040,202 | -551,591 | -15.4% | -$1.00亿 | 减仓 |
| EFA | ISHARES TR | $5.49亿 | 0.15% | 5,653,849 | -217,512 | -3.7% | -$2,112.69万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $5.45亿 | 0.14% | 9,990,301 | -1,564,055 | -13.5% | -$8,531.92万 | 减仓 |
| TBIL | RBB FD INC | $5.40亿 | 0.14% | 10,830,953 | 1,011,336 | 10.3% | $5,042.52万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5.40亿 | 0.14% | 11,228,041 | -81,963 | -0.7% | -$393.83万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $5.37亿 | 0.14% | 3,699,499 | 226,829 | 6.5% | $3,289.47万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $5.33亿 | 0.14% | 30,761,921 | 498,302 | 1.6% | $863.06万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $5.32亿 | 0.14% | 8,894,687 | -5,138 | -0.1% | -$30.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.31亿 | 0.14% | 1,063,367 | 37,276 | 3.6% | $1,862.53万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $5.31亿 | 0.14% | 13,442,573 | 1,162,524 | 9.5% | $4,589.64万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $5.25亿 | 0.14% | 23,426,337 | 3,187,367 | 15.7% | $7,136.51万 | 加仓 |
| CSCO | CISCO SYS INC | $5.18亿 | 0.14% | 6,673,724 | 284,974 | 4.5% | $2,211.11万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $5.15亿 | 0.14% | 18,902,820 | 3,535,981 | 23.0% | $9,628.48万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $5.13亿 | 0.14% | 14,908,799 | 2,333,083 | 18.6% | $8,028.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.13亿 | 0.14% | 10,214,187 | 271,108 | 2.7% | $1,360.96万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5.12亿 | 0.14% | 4,618,045 | -627,390 | -12.0% | -$6,955.25万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $5.09亿 | 0.14% | 5,682,784 | -268,745 | -4.5% | -$2,407.69万 | 减仓 |
| SLV | ISHARES SILVER TR | $5.09亿 | 0.14% | 7,464,566 | -1,284,179 | -14.7% | -$8,750.40万 | 减仓 |
| ITA | ISHARES TR | $5.08亿 | 0.13% | 2,321,685 | -830,712 | -26.4% | -$1.82亿 | 减仓 |
| MCD | MCDONALDS CORP | $5.01亿 | 0.13% | 1,612,425 | 38,418 | 2.4% | $1,193.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.93亿 | 0.13% | 2,425,334 | 59,936 | 2.5% | $1,219.28万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.90亿 | 0.13% | 16,623,539 | 2,774,449 | 20.0% | $8,181.85万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $4.89亿 | 0.13% | 5,171,149 | -482,413 | -8.5% | -$4,562.66万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $4.88亿 | 0.13% | 6,438,745 | 502,047 | 8.5% | $3,802.50万 | 加仓 |
| SHY | ISHARES TR | $4.85亿 | 0.13% | 5,873,249 | -424,413 | -6.7% | -$3,504.38万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4.85亿 | 0.13% | 10,628,285 | 1,241,211 | 13.2% | $5,662.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.84亿 | 0.13% | 1,995,991 | -12,942 | -0.6% | -$313.70万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4.81亿 | 0.13% | 9,638,050 | 503,007 | 5.5% | $2,509.50万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4.80亿 | 0.13% | 6,687,339 | 424,676 | 6.8% | $3,047.05万 | 加仓 |
| PYLD | PIMCO ETF TR | $4.72亿 | 0.13% | 18,008,240 | 3,424,206 | 23.5% | $8,971.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.66亿 | 0.12% | 1,380,379 | 96,481 | 7.5% | $3,259.51万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $4.62亿 | 0.12% | 11,254,711 | 11,254,711 | — | $4.62亿 | 新建仓 |
| KO | COCA COLA CO | $4.59亿 | 0.12% | 6,039,593 | 109,151 | 1.8% | $830.09万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4.59亿 | 0.12% | 4,441,331 | -180,799 | -3.9% | -$1,868.92万 | 减仓 |
| LQD | ISHARES TR | $4.58亿 | 0.12% | 4,199,050 | 379,445 | 9.9% | $4,135.57万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $4.55亿 | 0.12% | 18,731,842 | 2,185,656 | 13.2% | $5,313.33万 | 加仓 |
| MRK | MERCK & CO INC | $4.55亿 | 0.12% | 3,782,188 | 226,190 | 6.4% | $2,720.84万 | 加仓 |
| TLT | ISHARES TR | $4.51亿 | 0.12% | 5,201,859 | 492,756 | 10.5% | $4,271.70万 | 加仓 |
| HDV | ISHARES TR | $4.50亿 | 0.12% | 3,317,662 | 385,695 | 13.2% | $5,234.65万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $4.50亿 | 0.12% | 11,094,725 | 1,121,203 | 11.2% | $4,545.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4.47亿 | 0.12% | 739,164 | 10,105 | 1.4% | $610.74万 | 加仓 |
| PAVE | GLOBAL X FDS | $4.41亿 | 0.12% | 8,675,381 | 1,047,393 | 13.7% | $5,321.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.39亿 | 0.12% | 2,652,573 | 34,557 | 1.3% | $571.37万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4.38亿 | 0.12% | 2,998,124 | -30,870 | -1.0% | -$450.52万 | 减仓 |
| MINT | PIMCO ETF TR | $4.37亿 | 0.12% | 4,342,620 | 278,272 | 6.8% | $2,798.58万 | 加仓 |
| GE | GE AEROSPACE | $4.32亿 | 0.11% | 1,521,809 | 55,352 | 3.8% | $1,570.72万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4.24亿 | 0.11% | 1,154,761 | -19,091 | -1.6% | -$701.48万 | 减仓 |
| BAC | BANK AMERICA CORP | $4.22亿 | 0.11% | 8,659,709 | -137,105 | -1.6% | -$668.39万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $4.18亿 | 0.11% | 12,782,135 | 12,758,467 | 53,906.0% | $4.17亿 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.16亿 | 0.11% | 492,177 | 8,295 | 1.7% | $701.75万 | 加仓 |
| GEV | GE VERNOVA INC | $4.13亿 | 0.11% | 472,637 | 30,669 | 6.9% | $2,677.10万 | 加仓 |
| AMGN | AMGEN INC | $4.10亿 | 0.11% | 1,163,976 | -19,176 | -1.6% | -$674.71万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4.09亿 | 0.11% | 7,224,145 | 3,048,260 | 73.0% | $1.73亿 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.09亿 | 0.11% | 11,389,368 | 1,738,255 | 18.0% | $6,240.34万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4.08亿 | 0.11% | 5,283,152 | 127,653 | 2.5% | $985.23万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4.08亿 | 0.11% | 3,257,467 | 93,623 | 3.0% | $1,171.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.01亿 | 0.11% | 5,206,507 | 758,351 | 17.0% | $5,847.64万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $3.91亿 | 0.10% | 3,336,313 | 233,930 | 7.5% | $2,741.19万 | 加仓 |
| IXUS | ISHARES TR | $3.90亿 | 0.10% | 4,496,745 | 179,771 | 4.2% | $1,557.54万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $3.88亿 | 0.10% | 13,218,454 | 10,263,390 | 347.3% | $3.01亿 | 加仓 |
| PEP | PEPSICO INC | $3.88亿 | 0.10% | 2,497,865 | 42,402 | 1.7% | $658.46万 | 加仓 |