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 |
|---|---|---|---|---|---|---|---|---|
| AOS | SMITH A O CORP | $687.65万 | 0.00% | 109,638 | 6,923 | 6.7% | $43.42万 | 加仓 |
| — | WEBSTER FINL CORP | $686.96万 | 0.00% | 89,892 | 2,472 | 2.8% | $18.89万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $686.88万 | 0.00% | 770,907 | -229,127 | -22.9% | -$204.15万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $684.19万 | 0.00% | 43,590 | 656 | 1.5% | $10.30万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $682.93万 | 0.00% | 178,434 | 6,606 | 3.8% | $25.28万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $682.48万 | 0.00% | 387,995 | 17,648 | 4.8% | $31.04万 | 加仓 |
| PFFV | GLOBAL X FDS | $682.21万 | 0.00% | 309,674 | 47,950 | 18.3% | $105.63万 | 加仓 |
| — | COLUMBIA ETF TR II | $682.10万 | 0.00% | 114,356 | -27,444 | -19.4% | -$163.70万 | 减仓 |
| SSRM | SSR MINING IN | $681.59万 | 0.00% | 241,016 | -9,370 | -3.7% | -$26.50万 | 减仓 |
| NTNX | NUTANIX INC | $681.01万 | 0.00% | 133,637 | 15,149 | 12.8% | $77.20万 | 加仓 |
| — | SSGA ACTIVE TR | $679.42万 | 0.00% | 271,876 | 8,312 | 3.2% | $20.77万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $679.38万 | 0.00% | 28,522 | -4,264 | -13.0% | -$101.57万 | 减仓 |
| ADC | AGREE RLTY CORP | $679.35万 | 0.00% | 89,695 | 6,880 | 8.3% | $52.11万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $679.17万 | 0.00% | 114,070 | -12,033 | -9.5% | -$71.64万 | 减仓 |
| — | WISDOMTREE TR | $679.14万 | 0.00% | 140,532 | -8,164 | -5.5% | -$39.45万 | 减仓 |
| MXI | ISHARES TR | $677.76万 | 0.00% | 64,036 | -31,334 | -32.9% | -$331.64万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $675.40万 | 0.00% | 696,289 | -10,201 | -1.4% | -$9.89万 | 减仓 |
| — | WISDOMTREE TR | $675.16万 | 0.00% | 51,487 | 734 | 1.4% | $9.63万 | 加仓 |
| — | THEMES ETF TR | $673.94万 | 0.00% | 165,995 | 14,814 | 9.8% | $60.15万 | 加仓 |
| RLI | RLI CORP | $671.32万 | 0.00% | 113,648 | -13,682 | -10.7% | -$80.82万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $670.64万 | 0.00% | 268,577 | -4,186 | -1.5% | -$10.45万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $670.54万 | 0.00% | 185,697 | -1,841 | -1.0% | -$6.65万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $669.56万 | 0.00% | 259,921 | 52,333 | 25.2% | $134.81万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $669.18万 | 0.00% | 62,719 | 12,054 | 23.8% | $128.61万 | 加仓 |
| RELX | RELX PLC | $668.73万 | 0.00% | 211,154 | 8,091 | 4.0% | $25.62万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $666.36万 | 0.00% | 182,665 | -26,195 | -12.5% | -$95.56万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $666.27万 | 0.00% | 129,172 | 8,330 | 6.9% | $42.97万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $665.08万 | 0.00% | 91,976 | -45,110 | -32.9% | -$326.19万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $664.73万 | 0.00% | 313,406 | 90,184 | 40.4% | $191.28万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $663.29万 | 0.00% | 625,750 | -64,760 | -9.4% | -$68.65万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $663.03万 | 0.00% | 130,261 | 11,190 | 9.4% | $56.96万 | 加仓 |
| LMND | LEMONADE INC | $662.86万 | 0.00% | 101,900 | 5,878 | 6.1% | $38.24万 | 加仓 |
| — | SPDR SERIES TRUST | $662.64万 | 0.00% | 33,833 | 4,143 | 14.0% | $81.14万 | 加仓 |
| — | WISDOMTREE TR | $662.44万 | 0.00% | 208,967 | 48,658 | 30.4% | $154.25万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $662.38万 | 0.00% | 122,389 | 2,615 | 2.2% | $14.15万 | 加仓 |
| UMBF | UMB FINL CORP | $661.96万 | 0.00% | 46,368 | 10,534 | 29.4% | $150.38万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $661.07万 | 0.00% | 170,123 | -54,854 | -24.4% | -$213.15万 | 减仓 |
| NUMV | NUSHARES ETF TR | $661.00万 | 0.00% | 151,988 | -1,619 | -1.1% | -$7.04万 | 减仓 |
| EG | EVEREST GROUP LTD | $660.98万 | 0.00% | 18,503 | -902 | -4.6% | -$32.22万 | 减仓 |
| LLY | ELI LILLY & CO 看涨期权 | $659.69万 | 0.00% | 5,500 | 5,200 | 1,733.3% | $623.70万 | 加仓 |
| ENS | ENERSYS | $659.43万 | 0.00% | 28,202 | 3,212 | 12.9% | $75.10万 | 加仓 |
| — | GLOBAL X FDS | $658.71万 | 0.00% | 217,326 | 12,214 | 6.0% | $37.02万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $657.40万 | 0.00% | 21,435 | 17,689 | 472.2% | $542.51万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $657.37万 | 0.00% | 63,897 | 7,007 | 12.3% | $72.09万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $656.84万 | 0.00% | 83,781 | -66,637 | -44.3% | -$522.43万 | 减仓 |
| GGG | GRACO INC | $655.15万 | 0.00% | 86,649 | 21,659 | 33.3% | $163.76万 | 加仓 |
| CPNG | COUPANG INC | $654.78万 | 0.00% | 376,961 | -70,575 | -15.8% | -$122.59万 | 减仓 |
| — | ISHARES TR | $653.90万 | 0.00% | 139,974 | 17,962 | 14.7% | $83.91万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $653.28万 | 0.00% | 129,799 | 129,799 | — | $653.28万 | 新建仓 |
| — | ISHARES TR | $652.85万 | 0.00% | 248,800 | 88,910 | 55.6% | $233.30万 | 加仓 |
| CEMB | ISHARES INC | $652.31万 | 0.00% | 142,893 | 93,069 | 186.8% | $424.86万 | 加仓 |
| RYN | RAYONIER INC | $651.92万 | 0.00% | 306,355 | 116,968 | 61.8% | $248.91万 | 加仓 |
| ATRO | ASTRONICS CORP | $650.91万 | 0.00% | 80,102 | 7,188 | 9.9% | $58.41万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $650.78万 | 0.00% | 588,407 | 11,491 | 2.0% | $12.71万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $650.35万 | 0.00% | 109,857 | 51,965 | 89.8% | $307.63万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $649.71万 | 0.00% | 346,884 | 39,830 | 13.0% | $74.60万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $649.65万 | 0.00% | 322,085 | -736 | -0.2% | -$1.48万 | 减仓 |
| RMD | RESMED INC | $649.45万 | 0.00% | 33,326 | -14,975 | -31.0% | -$291.83万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $649.14万 | 0.00% | 187,613 | -7,635 | -3.9% | -$26.42万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $647.76万 | 0.00% | 583,047 | 45,800 | 8.5% | $50.88万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $644.50万 | 0.00% | 188,560 | -42,546 | -18.4% | -$145.42万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $643.63万 | 0.00% | 407,878 | -39,571 | -8.8% | -$62.44万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $643.13万 | 0.00% | 576,794 | -44,446 | -7.2% | -$49.56万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $641.86万 | 0.00% | 134,421 | 8,868 | 7.1% | $42.34万 | 加仓 |
| GNTX | GENTEX CORP | $640.56万 | 0.00% | 253,485 | 18,100 | 7.7% | $45.74万 | 加仓 |
| NN | NEXTNAV INC | $640.52万 | 0.00% | 359,236 | 46,745 | 15.0% | $83.35万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $639.94万 | 0.00% | 451,617 | 27,696 | 6.5% | $39.25万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $639.74万 | 0.00% | 146,064 | -81,275 | -35.8% | -$355.97万 | 减仓 |
| — | VANECK ETF TRUST | $639.71万 | 0.00% | 286,353 | 35,630 | 14.2% | $79.60万 | 加仓 |
| BBLU | EA SERIES TRUST | $639.02万 | 0.00% | 387,287 | 72,627 | 23.1% | $119.83万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $637.79万 | 0.00% | 163,493 | -10,770 | -6.2% | -$42.01万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $636.50万 | 0.00% | 65,295 | 24,471 | 59.9% | $238.55万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $636.48万 | 0.00% | 127,347 | 1,382 | 1.1% | $6.91万 | 加仓 |
| AES | AES CORP | $635.49万 | 0.00% | 433,488 | -358,689 | -45.3% | -$525.84万 | 减仓 |
| PSFF | PACER FDS TR | $635.38万 | 0.00% | 185,188 | -74,330 | -28.6% | -$255.03万 | 减仓 |
| — | CION INVT CORP | $634.86万 | 0.00% | 1,019,029 | 29,876 | 3.0% | $18.61万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $634.02万 | 0.00% | 127,391 | 78,561 | 160.9% | $391.00万 | 加仓 |
| IXG | ISHARES TR | $632.69万 | 0.00% | 50,816 | 4,546 | 9.8% | $56.60万 | 加仓 |
| INDY | ISHARES TR | $631.93万 | 0.00% | 145,439 | -45,684 | -23.9% | -$198.50万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $631.84万 | 0.00% | 779,093 | 99,072 | 14.6% | $80.35万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $631.61万 | 0.00% | 234,517 | 11,411 | 5.1% | $30.73万 | 加仓 |
| EMNT | PIMCO ETF TR | $631.17万 | 0.00% | 63,794 | 8,811 | 16.0% | $87.18万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $631.08万 | 0.00% | 521,982 | 32,524 | 6.6% | $39.32万 | 加仓 |
| — | UNITED STS COMMODITY INDEX F | $630.68万 | 0.00% | 68,079 | -6,700 | -9.0% | -$62.07万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $630.23万 | 0.00% | 80,366 | 8,857 | 12.4% | $69.46万 | 加仓 |
| — | VANECK ETF TRUST | $629.97万 | 0.00% | 64,015 | 50 | 0.1% | $4,920 | 加仓 |
| CLH | CLEAN HARBORS INC | $629.39万 | 0.00% | 21,068 | 1,265 | 6.4% | $37.79万 | 加仓 |
| OC | OWENS CORNING NEW | $625.65万 | 0.00% | 39,359 | 3,366 | 9.4% | $53.51万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $625.14万 | 0.00% | 79,181 | 10,256 | 14.9% | $80.97万 | 加仓 |
| — | GABELLI UTIL TR | $624.65万 | 0.00% | 947,879 | -2,111 | -0.2% | -$1.39万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $623.02万 | 0.00% | 344,780 | -570,438 | -62.3% | -$1,030.78万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $622.63万 | 0.00% | 123,312 | 38,573 | 45.5% | $194.76万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $622.52万 | 0.00% | 196,874 | -328,859 | -62.6% | -$1,039.85万 | 减仓 |
| KB | KB FINL GROUP INC | $620.88万 | 0.00% | 59,154 | 19,033 | 47.4% | $199.77万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $619.36万 | 0.00% | 162,732 | 23,476 | 16.9% | $89.35万 | 加仓 |
| APTV | APTIV PLC | $618.22万 | 0.00% | 100,720 | -1,411 | -1.4% | -$8.66万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $616.28万 | 0.00% | 36,190 | 8,185 | 29.2% | $139.38万 | 加仓 |
| MXL | MAXLINEAR INC | $615.77万 | 0.00% | 48,096 | 23,274 | 93.8% | $297.98万 | 重新持有 |
| VTEI | VANGUARD MUN BD FDS | $614.91万 | 0.00% | 60,901 | 9,056 | 17.5% | $91.44万 | 加仓 |
| — | RBB FUND TRUST | $614.34万 | 0.00% | 417,066 | 48,999 | 13.3% | $72.18万 | 加仓 |