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 |
|---|---|---|---|---|---|---|---|---|
| FTMS | PUTNAM ETF TRUST | $575.77万 | 0.00% | 581,294 | 154,519 | 36.2% | $153.05万 | 加仓 |
| ENVA | ENOVA INTL INC | $575.50万 | 0.00% | 42,369 | 27,634 | 187.5% | $375.35万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $575.43万 | 0.00% | 93,184 | 1,501 | 1.6% | $9.27万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $575.00万 | 0.00% | 195,248 | 7,733 | 4.1% | $22.77万 | 加仓 |
| — | GABELLI UTIL TR | $574.74万 | 0.00% | 949,990 | 6,770 | 0.7% | $4.10万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $572.19万 | 0.00% | 76,226 | 16,297 | 27.2% | $122.33万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $572.13万 | 0.00% | 10,000 | 6,900 | 222.6% | $394.77万 | 加仓 |
| PFFV | GLOBAL X FDS | $571.30万 | 0.00% | 261,724 | 13 | 0.0% | $284 | 加仓 |
| KXI | ISHARES TR | $570.95万 | 0.00% | 85,204 | -395 | -0.5% | -$2.65万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $570.46万 | 0.00% | 95,947 | 27,821 | 40.8% | $165.41万 | 加仓 |
| TTC | TORO CO | $569.93万 | 0.00% | 60,994 | -3,835 | -5.9% | -$35.83万 | 减仓 |
| CLH | CLEAN HARBORS INC | $567.80万 | 0.00% | 19,803 | -477 | -2.4% | -$13.68万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $567.05万 | 0.00% | 174,263 | -5,593 | -3.1% | -$18.20万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $567.02万 | 0.00% | 670,242 | -68,213 | -9.2% | -$57.71万 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $565.07万 | 0.00% | 137,087 | -7,490 | -5.2% | -$30.87万 | 减仓 |
| — | ISHARES TR | $565.06万 | 0.00% | 122,012 | 3,837 | 3.2% | $17.77万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $564.75万 | 0.00% | 114,787 | 13,030 | 12.8% | $64.11万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $564.65万 | 0.00% | 537,247 | 374,229 | 229.6% | $393.31万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $563.79万 | 0.00% | 223,106 | 13,355 | 6.4% | $33.75万 | 加仓 |
| — | PROSHARES TR | $563.51万 | 0.00% | 81,059 | 74,273 | 1,094.5% | $516.34万 | 加仓 |
| BMI | BADGER METER INC | $562.72万 | 0.00% | 36,936 | 2,363 | 6.8% | $36.00万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $561.40万 | 0.00% | 120,112 | 12,124 | 11.2% | $56.67万 | 加仓 |
| DOCU | DOCUSIGN INC | $559.86万 | 0.00% | 118,090 | -51,335 | -30.3% | -$243.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $559.29万 | 0.00% | 8,600 | -19,500 | -69.4% | -$1,268.16万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $555.92万 | 0.00% | 207,588 | 135,595 | 188.3% | $363.12万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $555.37万 | 0.00% | 135,165 | 24,940 | 22.6% | $102.47万 | 加仓 |
| JOBY | JOBY AVIATION INC | $554.98万 | 0.00% | 671,885 | 107,076 | 19.0% | $88.44万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $554.29万 | 0.00% | 49,882 | 14,140 | 39.6% | $157.12万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $554.24万 | 0.00% | 576,132 | -150,964 | -20.8% | -$145.23万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $553.69万 | 0.00% | 454,592 | 180,033 | 65.6% | $219.28万 | 加仓 |
| SF | STIFEL FINL CORP | $553.64万 | 0.00% | 74,898 | -10,768 | -12.6% | -$79.60万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $551.98万 | 0.00% | 865,179 | 14,427 | 1.7% | $9.20万 | 加仓 |
| BA | BOEING CO 看跌期权 | $551.31万 | 0.00% | 27,700 | 25,000 | 925.9% | $497.57万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $551.08万 | 0.00% | 370,347 | 675 | 0.2% | $1.00万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $550.94万 | 0.00% | 118,686 | 30,113 | 34.0% | $139.78万 | 加仓 |
| GGG | GRACO INC | $550.14万 | 0.00% | 64,990 | 2,851 | 4.6% | $24.13万 | 加仓 |
| — | SSGA ACTIVE TR | $549.43万 | 0.00% | 219,288 | 19,173 | 9.6% | $48.04万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $548.47万 | 0.00% | 322,821 | 7,322 | 2.3% | $12.44万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $548.45万 | 0.00% | 139,059 | -19,960 | -12.6% | -$78.72万 | 减仓 |
| TSME | THRIVENT ETF TRUST | $547.97万 | 0.00% | 131,786 | 82,113 | 165.3% | $341.43万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $547.40万 | 0.00% | 98,365 | -24,825 | -20.2% | -$138.15万 | 减仓 |
| EMNT | PIMCO ETF TR | $543.92万 | 0.00% | 54,983 | 12,199 | 28.5% | $120.68万 | 加仓 |
| AGZ | ISHARES TR | $543.82万 | 0.00% | 49,569 | 6,482 | 15.0% | $71.11万 | 加仓 |
| CHWY | CHEWY INC | $541.47万 | 0.00% | 200,544 | 69,621 | 53.2% | $187.98万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $541.40万 | 0.00% | 134,309 | 99,582 | 286.8% | $401.42万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $540.72万 | 0.00% | 374,459 | 18,883 | 5.3% | $27.27万 | 加仓 |
| — | TOPBUILD COR | $540.70万 | 0.00% | 15,392 | 195 | 1.3% | $6.85万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $540.48万 | 0.00% | 253,506 | -56,821 | -18.3% | -$121.14万 | 减仓 |
| HUM | HUMANA INC | $539.87万 | 0.00% | 31,136 | -6,547 | -17.4% | -$113.52万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $539.80万 | 0.00% | 120,842 | 26,425 | 28.0% | $118.04万 | 加仓 |
| — | VANECK ETF TRUST | $539.05万 | 0.00% | 250,723 | 29,474 | 13.3% | $63.37万 | 加仓 |
| DEUS | DBX ETF TR | $538.90万 | 0.00% | 89,981 | 8,867 | 10.9% | $53.10万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $536.92万 | 0.00% | 136,137 | -6,245 | -4.4% | -$24.63万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $536.45万 | 0.00% | 489,458 | 32,822 | 7.2% | $35.97万 | 加仓 |
| — | CAMBRIA ETF TR | $535.90万 | 0.00% | 151,042 | 41,710 | 38.1% | $147.99万 | 加仓 |
| R | RYDER SYS INC | $535.15万 | 0.00% | 26,142 | -1 | -0.0% | -$205 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $535.13万 | 0.00% | 20,536 | -524 | -2.5% | -$13.65万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $534.84万 | 0.00% | 261,154 | -71,131 | -21.4% | -$145.68万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $534.22万 | 0.00% | 128,896 | 113,511 | 737.8% | $470.46万 | 加仓 |
| AYI | ACUITY INC | $534.09万 | 0.00% | 19,060 | -3,161 | -14.2% | -$88.58万 | 减仓 |
| GCC | WISDOMTREE TR | $533.96万 | 0.00% | 223,041 | -32,443 | -12.7% | -$77.67万 | 减仓 |
| QHY | WISDOMTREE TR | $533.94万 | 0.00% | 117,246 | 2,103 | 1.8% | $9.58万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $533.67万 | 0.00% | 147,770 | 147,770 | — | $533.67万 | 新建仓 |
| APP | APPLOVIN CORP 看跌期权 | $533.32万 | 0.00% | 13,400 | -8,800 | -39.6% | -$350.24万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $533.29万 | 0.00% | 255,403 | -135,131 | -34.6% | -$282.16万 | 减仓 |
| — | GLOBAL X FDS | $532.27万 | 0.00% | 205,112 | 41,473 | 25.3% | $107.62万 | 加仓 |
| — | GLOBAL X FDS | $531.90万 | 0.00% | 62,849 | -14,757 | -19.0% | -$124.89万 | 减仓 |
| — | ENERGY TRANSFER L P | $531.03万 | 0.00% | 458,971 | 458,971 | — | $531.03万 | 新建仓 |
| ATR | APTARGROUP INC | $528.20万 | 0.00% | 41,914 | 390 | 0.9% | $4.91万 | 加仓 |
| IXG | ISHARES TR | $527.48万 | 0.00% | 46,270 | -5,853 | -11.2% | -$66.72万 | 减仓 |
| — | COLUMBIA ETF TR I | $527.40万 | 0.00% | 135,086 | 45,420 | 50.7% | $177.33万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $525.87万 | 0.00% | 101,553 | -567 | -0.6% | -$2.94万 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $525.66万 | 0.00% | 423,921 | 30,794 | 7.8% | $38.18万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $525.23万 | 0.00% | 48,448 | 19,523 | 67.5% | $211.65万 | 加仓 |
| NEXA | NEXA RES S A | $525.14万 | 0.00% | 495,882 | 309,296 | 165.8% | $327.54万 | 加仓 |
| GDDY | GODADDY INC | $525.10万 | 0.00% | 63,518 | 12,101 | 23.5% | $100.04万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $524.84万 | 0.00% | 55,510 | 9,841 | 21.5% | $93.05万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $524.12万 | 0.00% | 111,488 | 8,331 | 8.1% | $39.17万 | 加仓 |
| BURL | BURLINGTON STORES INC | $523.58万 | 0.00% | 16,091 | -4,958 | -23.6% | -$161.33万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $523.20万 | 0.00% | 171,767 | -945 | -0.5% | -$2.88万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $522.76万 | 0.00% | 558,509 | -18,453 | -3.2% | -$17.27万 | 减仓 |
| — | HOLOGIC INC | $521.81万 | 0.00% | 69,033 | -158,110 | -69.6% | -$1,195.14万 | 减仓 |
| GVA | GRANITE CONSTR INC | $521.52万 | 0.00% | 43,504 | -3,957 | -8.3% | -$47.44万 | 减仓 |
| DT | DYNATRACE INC | $520.50万 | 0.00% | 140,753 | -101,212 | -41.8% | -$374.28万 | 减仓 |
| HLNE | HAMILTON LANE INC | $520.10万 | 0.00% | 52,323 | -897 | -1.7% | -$8.92万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $519.92万 | 0.00% | 145,473 | 6,349 | 4.6% | $22.69万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $519.86万 | 0.00% | 125,965 | -199,127 | -61.3% | -$821.80万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $518.14万 | 0.00% | 51,845 | 7,935 | 18.1% | $79.30万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $518.06万 | 0.00% | 140,969 | -8,370 | -5.6% | -$30.76万 | 减仓 |
| MOS | MOSAIC CO | $517.33万 | 0.00% | 202,876 | -269,755 | -57.1% | -$687.87万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $517.02万 | 0.00% | 94,140 | 7,109 | 8.2% | $39.04万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $515.85万 | 0.00% | 307,054 | -25,271 | -7.6% | -$42.46万 | 减仓 |
| GNTX | GENTEX CORP | $514.32万 | 0.00% | 235,385 | 32,686 | 16.1% | $71.42万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $513.94万 | 0.00% | 96,370 | -6,759 | -6.6% | -$36.05万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $513.92万 | 0.00% | 59,995 | -20,938 | -25.9% | -$179.35万 | 减仓 |
| DFJ | WISDOMTREE TR | $513.84万 | 0.00% | 50,347 | -539 | -1.1% | -$5.50万 | 减仓 |
| AXTI | AXT INC | $513.69万 | 0.00% | 90,152 | 90,152 | — | $513.69万 | 新建仓 |
| FUND | SPROTT FOCUS TR INC | $513.38万 | 0.00% | 538,130 | 12,311 | 2.3% | $11.74万 | 加仓 |
| OTTR | OTTER TAIL CORP | $512.91万 | 0.00% | 58,438 | -5,610 | -8.8% | -$49.24万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $512.55万 | 0.00% | 231,713 | 16,933 | 7.9% | $37.46万 | 加仓 |