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 |
|---|---|---|---|---|---|---|---|---|
| SMA | SMARTSTOP SELF STORAG REIT I | $879.14万 | 0.00% | 290,336 | 28,844 | 11.0% | $87.34万 | 加仓 |
| AIA | ISHARES TR | $878.67万 | 0.00% | 82,776 | -10,793 | -11.5% | -$114.57万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $878.23万 | 0.00% | 474,207 | 117,773 | 33.0% | $218.12万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $876.32万 | 0.00% | 867,643 | -127,886 | -12.8% | -$129.16万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $873.74万 | 0.00% | 611,864 | 41,374 | 7.3% | $59.08万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $873.00万 | 0.00% | 183,095 | -58,328 | -24.2% | -$278.11万 | 减仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $871.79万 | 0.00% | 224,977 | -13,109 | -5.5% | -$50.80万 | 减仓 |
| EWS | ISHARES INC | $871.63万 | 0.00% | 308,870 | 564 | 0.2% | $1.59万 | 加仓 |
| BYD | BOYD GAMING CORP | $871.24万 | 0.00% | 106,016 | -12,854 | -10.8% | -$105.63万 | 减仓 |
| TMB | THORNBURG ETF TR | $870.64万 | 0.00% | 341,288 | 341,288 | — | $870.64万 | 新建仓 |
| LEMB | ISHARES INC | $866.94万 | 0.00% | 212,485 | -64,140 | -23.2% | -$261.69万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $866.67万 | 0.00% | 238,299 | -146,501 | -38.1% | -$532.81万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $866.33万 | 0.00% | 191,666 | 1,885 | 1.0% | $8.52万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $866.06万 | 0.00% | 189,918 | -2,029 | -1.1% | -$9.25万 | 减仓 |
| HBT | HBT FINL INC. | $865.86万 | 0.00% | 324,048 | 5,669 | 1.8% | $15.15万 | 加仓 |
| — | AMPLIFY ETF TR | $863.98万 | 0.00% | 199,844 | -2,035 | -1.0% | -$8.80万 | 减仓 |
| — | LATTICE STRATEGIES TR | $863.01万 | 0.00% | 178,665 | 12,905 | 7.8% | $62.34万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $861.84万 | 0.00% | 396,979 | -44,726 | -10.1% | -$97.10万 | 减仓 |
| IBHI | ISHARES TR | $860.52万 | 0.00% | 369,594 | 96,468 | 35.3% | $224.61万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $859.73万 | 0.00% | 101,121 | -33,519 | -24.9% | -$284.98万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $859.25万 | 0.00% | 113,822 | -1,319 | -1.1% | -$9.96万 | 减仓 |
| SDFI | AB ACTIVE ETFS INC | $858.62万 | 0.00% | 240,981 | -13,743 | -5.4% | -$48.97万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $858.20万 | 0.00% | 15,000 | -1,400 | -8.5% | -$80.10万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $857.82万 | 0.00% | 148,504 | -67,020 | -31.1% | -$387.14万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $856.79万 | 0.00% | 214,359 | 7,804 | 3.8% | $31.19万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $856.15万 | 0.00% | 141,908 | 3,232 | 2.3% | $19.50万 | 加仓 |
| IPAC | ISHARES TR | $855.79万 | 0.00% | 111,854 | -3,781 | -3.3% | -$28.93万 | 减仓 |
| RBRK | RUBRIK INC. | $852.18万 | 0.00% | 174,021 | 10,741 | 6.6% | $52.60万 | 加仓 |
| PALC | PACER FDS TR | $850.32万 | 0.00% | 164,122 | -19,110 | -10.4% | -$99.01万 | 减仓 |
| EMBJ | EMBRAER S.A. | $848.76万 | 0.00% | 143,033 | -9,281 | -6.1% | -$55.07万 | 减仓 |
| EPAM | EPAM SYS INC | $847.78万 | 0.00% | 62,613 | 7,174 | 12.9% | $97.14万 | 加仓 |
| INCY | INCYTE CORP | $847.67万 | 0.00% | 90,063 | 14,400 | 19.0% | $135.53万 | 加仓 |
| VSAT | VIASAT INC | $847.46万 | 0.00% | 185,034 | 4,206 | 2.3% | $19.26万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $847.41万 | 0.00% | 62,906 | -14,723 | -19.0% | -$198.33万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $847.34万 | 0.00% | 387,092 | -45,469 | -10.5% | -$99.53万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $846.11万 | 0.00% | 282,129 | 80,908 | 40.2% | $242.64万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $846.03万 | 0.00% | 239,353 | 35,579 | 17.5% | $125.76万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $845.76万 | 0.00% | 358,068 | -20,866 | -5.5% | -$49.29万 | 减仓 |
| OLN | OLIN CORP | $845.13万 | 0.00% | 284,270 | 44,524 | 18.6% | $132.37万 | 加仓 |
| CPNG | COUPANG INC | $844.95万 | 0.00% | 447,536 | 173,893 | 63.5% | $328.31万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $844.61万 | 0.00% | 1,225,853 | -88,861 | -6.8% | -$61.23万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $844.44万 | 0.00% | 412,725 | 3,195 | 0.8% | $6.54万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $843.93万 | 0.00% | 157,772 | -19,459 | -11.0% | -$104.09万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $839.51万 | 0.00% | 102,186 | 24,884 | 32.2% | $204.43万 | 加仓 |
| ABVX | ABIVAX SA | $839.20万 | 0.00% | 75,366 | 12,524 | 19.9% | $139.45万 | 加仓 |
| PINS | PINTEREST INC | $838.18万 | 0.00% | 457,025 | -219,161 | -32.4% | -$401.94万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $838.07万 | 0.00% | 61,138 | -4,309 | -6.6% | -$59.07万 | 减仓 |
| — | THE ALGER ETF TRUST | $837.74万 | 0.00% | 430,053 | -77,892 | -15.3% | -$151.73万 | 减仓 |
| TDV | PROSHARES TR | $835.53万 | 0.00% | 98,635 | 4,052 | 4.3% | $34.32万 | 加仓 |
| — | FLEXSHARES TR | $834.01万 | 0.00% | 54,963 | 3,976 | 7.8% | $60.33万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $832.76万 | 0.00% | 31,387 | -24,852 | -44.2% | -$659.37万 | 减仓 |
| PSFF | PACER FDS TR | $831.61万 | 0.00% | 259,518 | -6,051 | -2.3% | -$19.39万 | 减仓 |
| RRC | RANGE RES CORP | $828.73万 | 0.00% | 183,429 | 55,176 | 43.0% | $249.29万 | 加仓 |
| IDGT | ISHARES TR | $825.44万 | 0.00% | 84,409 | -5,248 | -5.9% | -$51.32万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $824.45万 | 0.00% | 186,622 | 21,742 | 13.2% | $96.05万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $823.49万 | 0.00% | 77,534 | -3,475 | -4.3% | -$36.91万 | 减仓 |
| BCI | ABRDN ETFS | $823.22万 | 0.00% | 338,914 | 175,492 | 107.4% | $426.27万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $822.35万 | 0.00% | 764,263 | 2,754 | 0.4% | $2.96万 | 加仓 |
| — | WISDOMTREE TR | $822.00万 | 0.00% | 123,927 | 4,071 | 3.4% | $27.00万 | 加仓 |
| BKUI | BNY MELLON ETF TRUST | $821.31万 | 0.00% | 164,972 | 134,093 | 434.3% | $667.58万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $821.21万 | 0.00% | 174,002 | -13,173 | -7.0% | -$62.17万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $820.84万 | 0.00% | 79,110 | 19,744 | 33.3% | $204.86万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $819.43万 | 0.00% | 834,451 | -29,300 | -3.4% | -$28.77万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $818.45万 | 0.00% | 687,771 | 114,667 | 20.0% | $136.45万 | 加仓 |
| PNR | PENTAIR PLC | $817.79万 | 0.00% | 93,880 | -15,511 | -14.2% | -$135.12万 | 减仓 |
| DINO | HF SINCLAIR CORP | $816.09万 | 0.00% | 130,805 | -4,874 | -3.6% | -$30.41万 | 减仓 |
| AMRZ | AMRIZE LTD | $814.26万 | 0.00% | 145,352 | 107,091 | 279.9% | $599.92万 | 加仓 |
| MDLN | MEDLINE INC | $814.19万 | 0.00% | 182,963 | 156,558 | 592.9% | $696.68万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $812.37万 | 0.00% | 798,788 | -182,158 | -18.6% | -$185.25万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $811.97万 | 0.00% | 632,871 | -284,357 | -31.0% | -$364.83万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $811.96万 | 0.00% | 129,499 | 29,222 | 29.1% | $183.22万 | 加仓 |
| MARA | MARA HOLDINGS INC | $811.48万 | 0.00% | 994,461 | 11,893 | 1.2% | $9.70万 | 加仓 |
| REG | REGENCY CTRS CORP | $811.35万 | 0.00% | 107,237 | -2,110 | -1.9% | -$15.96万 | 减仓 |
| AGIX | KRANESHARES TRUST | $809.04万 | 0.00% | 246,884 | 136,504 | 123.7% | $447.32万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $808.04万 | 0.00% | 163,241 | 8,266 | 5.3% | $40.92万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $808.00万 | 0.00% | 149,962 | -15,892 | -9.6% | -$85.63万 | 减仓 |
| — | NEUBERGER BERMAN ETF TRUST | $807.39万 | 0.00% | 320,403 | -77,762 | -19.5% | -$195.95万 | 减仓 |
| INDY | ISHARES TR | $807.30万 | 0.00% | 191,123 | 41,728 | 27.9% | $176.26万 | 加仓 |
| IOT | SAMSARA INC | $805.54万 | 0.00% | 254,195 | -54,428 | -17.6% | -$172.48万 | 减仓 |
| NUEM | NUSHARES ETF TR | $803.91万 | 0.00% | 218,820 | 15,953 | 7.9% | $58.61万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $803.22万 | 0.00% | 257,070 | -910 | -0.4% | -$2.84万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $803.18万 | 0.00% | 33,189 | -726 | -2.1% | -$17.57万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $802.69万 | 0.00% | 274,818 | 16 | 0.0% | $467 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $802.32万 | 0.00% | 44,830 | -6,373 | -12.4% | -$114.06万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $801.09万 | 0.00% | 38,316 | 7,463 | 24.2% | $156.03万 | 加仓 |
| — | STARBOARD INVT TR | $800.52万 | 0.00% | 1,042,341 | 316,286 | 43.6% | $242.91万 | 加仓 |
| SAIA | SAIA INC | $800.43万 | 0.00% | 22,786 | 319 | 1.4% | $11.21万 | 加仓 |
| ELCV | STRATEGY SHS | $800.31万 | 0.00% | 275,970 | 28,329 | 11.4% | $82.15万 | 加仓 |
| G | GENPACT LIMITED | $797.43万 | 0.00% | 214,075 | 54,036 | 33.8% | $201.28万 | 加仓 |
| — | ISHARES U S ETF TR | $796.63万 | 0.00% | 304,814 | -6,574 | -2.1% | -$17.18万 | 减仓 |
| ALC | ALCON AG | $796.62万 | 0.00% | 105,723 | 257 | 0.2% | $1.94万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $796.46万 | 0.00% | 167,276 | 2,883 | 1.8% | $13.73万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $796.38万 | 0.00% | 49,026 | -10,416 | -17.5% | -$169.20万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $796.27万 | 0.00% | 47,111 | 16,703 | 54.9% | $282.32万 | 加仓 |
| BALL | BALL CORP | $796.22万 | 0.00% | 134,702 | -15,645 | -10.4% | -$92.48万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $795.14万 | 0.00% | 204,564 | 6,058 | 3.1% | $23.55万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $793.11万 | 0.00% | 764,071 | 33,048 | 4.5% | $34.30万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $792.71万 | 0.00% | 189,145 | 96,349 | 103.8% | $403.80万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $792.62万 | 0.00% | 109,176 | 23,046 | 26.8% | $167.31万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $792.10万 | 0.00% | 182,638 | 155,469 | 572.2% | $674.27万 | 加仓 |