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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $3.86亿 | 0.10% | 1,213,570 | -3,316,699 | -73.2% | -$10.55亿 | 减仓 |
| ORCL | ORACLE CORP | $3.85亿 | 0.10% | 2,617,539 | 106,509 | 4.2% | $1,566.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $3.82亿 | 0.10% | 6,099,024 | 288,879 | 5.0% | $1,810.69万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3.80亿 | 0.10% | 4,715,281 | 974,695 | 26.1% | $7,854.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.79亿 | 0.10% | 4,083,216 | 104,559 | 2.6% | $971.14万 | 加仓 |
| PFE | PFIZER INC | $3.76亿 | 0.10% | 13,393,661 | 124,181 | 0.9% | $348.70万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $3.76亿 | 0.10% | 6,799,783 | 639,153 | 10.4% | $3,530.68万 | 加仓 |
| SHV | ISHARES TR | $3.72亿 | 0.10% | 3,372,278 | 308,936 | 10.1% | $3,410.34万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $3.67亿 | 0.10% | 8,187,536 | 739,757 | 9.9% | $3,317.81万 | 加仓 |
| BILS | SPDR SERIES TRUST | $3.66亿 | 0.10% | 3,683,603 | 89,683 | 2.5% | $891.81万 | 加仓 |
| IWR | ISHARES TR | $3.65亿 | 0.10% | 3,755,593 | 235,527 | 6.7% | $2,290.03万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3.62亿 | 0.10% | 4,270,736 | 1,004,165 | 30.7% | $8,519.34万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $3.56亿 | 0.09% | 4,345,177 | 282,796 | 7.0% | $2,318.36万 | 加仓 |
| SOXX | ISHARES TR | $3.54亿 | 0.09% | 1,078,141 | 36,358 | 3.5% | $1,194.94万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3.53亿 | 0.09% | 8,092,909 | 1,016,129 | 14.4% | $4,429.31万 | 加仓 |
| SHLD | GLOBAL X FDS | $3.52亿 | 0.09% | 4,971,123 | 1,312,802 | 35.9% | $9,299.89万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3.50亿 | 0.09% | 2,138,732 | 438,930 | 25.8% | $7,180.02万 | 加仓 |
| T | AT&T INC | $3.48亿 | 0.09% | 11,988,366 | 337,609 | 2.9% | $978.73万 | 加仓 |
| DLN | WISDOMTREE TR | $3.47亿 | 0.09% | 3,886,664 | 311,322 | 8.7% | $2,781.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.44亿 | 0.09% | 1,271,194 | 34,267 | 2.8% | $927.23万 | 加仓 |
| XAR | SPDR SERIES TRUST | $3.43亿 | 0.09% | 1,348,882 | 61,995 | 4.8% | $1,574.55万 | 加仓 |
| TFLO | ISHARES TR | $3.42亿 | 0.09% | 6,750,827 | -5,540 | -0.1% | -$28.05万 | 减仓 |
| IWP | ISHARES TR | $3.39亿 | 0.09% | 2,644,351 | 27,857 | 1.1% | $356.90万 | 加仓 |
| UNP | UNION PAC CORP | $3.36亿 | 0.09% | 1,383,482 | 11,643 | 0.8% | $282.48万 | 加仓 |
| WTV | WISDOMTREE TR | $3.35亿 | 0.09% | 3,536,335 | 979,792 | 38.3% | $9,281.57万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $3.33亿 | 0.09% | 3,059,312 | -318,364 | -9.4% | -$3,469.53万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3.28亿 | 0.09% | 4,893,076 | 611,527 | 14.3% | $4,104.57万 | 加仓 |
| MS | MORGAN STANLEY | $3.28亿 | 0.09% | 1,992,841 | 63,366 | 3.3% | $1,042.81万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.26亿 | 0.09% | 1,966,860 | 237,797 | 13.8% | $3,940.30万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.25亿 | 0.09% | 2,481,110 | 119,058 | 5.0% | $1,558.95万 | 加仓 |
| IEI | ISHARES TR | $3.24亿 | 0.09% | 2,735,908 | 281,609 | 11.5% | $3,339.88万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $3.24亿 | 0.09% | 6,463,536 | 1,271,191 | 24.5% | $6,371.21万 | 加仓 |
| STIP | ISHARES TR | $3.23亿 | 0.09% | 3,123,669 | 320,514 | 11.4% | $3,315.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3.22亿 | 0.09% | 1,481,210 | 42,495 | 3.0% | $923.20万 | 加仓 |
| NOBL | PROSHARES TR | $3.21亿 | 0.09% | 3,025,065 | -91,585 | -2.9% | -$970.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.17亿 | 0.08% | 1,482,642 | 81,496 | 5.8% | $1,741.24万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $3.17亿 | 0.08% | 17,837,734 | 1,016,910 | 6.0% | $1,805.01万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3.16亿 | 0.08% | 15,062,105 | 2,648,647 | 21.3% | $5,551.56万 | 加仓 |
| BOND | PIMCO ETF TR | $3.16亿 | 0.08% | 3,420,959 | 525,007 | 18.1% | $4,844.76万 | 加仓 |
| GDX | VANECK ETF TRUST | $3.11亿 | 0.08% | 3,392,021 | -108,295 | -3.1% | -$993.82万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3.10亿 | 0.08% | 6,205,269 | 673,345 | 12.2% | $3,366.05万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $3.09亿 | 0.08% | 12,475,047 | 315,002 | 2.6% | $780.26万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $3.09亿 | 0.08% | 5,108,915 | 673,456 | 15.2% | $4,067.00万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $3.08亿 | 0.08% | 5,622,508 | 1,072,945 | 23.6% | $5,884.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $3.04亿 | 0.08% | 4,606,832 | 192,435 | 4.4% | $1,269.88万 | 加仓 |
| NLR | VANECK ETF TRUST | $3.03亿 | 0.08% | 2,271,455 | 399,516 | 21.3% | $5,321.15万 | 加仓 |
| PTLC | PACER FDS TR | $3.02亿 | 0.08% | 5,762,456 | -21,695 | -0.4% | -$113.81万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $3.02亿 | 0.08% | 12,233,750 | 671,765 | 5.8% | $1,655.90万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $3.02亿 | 0.08% | 10,768,498 | 571,099 | 5.6% | $1,599.08万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.01亿 | 0.08% | 3,801,473 | 389,438 | 11.4% | $3,087.07万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.01亿 | 0.08% | 8,522,485 | 978,401 | 13.0% | $3,455.71万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.96亿 | 0.08% | 6,313,068 | 21,890 | 0.3% | $102.77万 | 加仓 |
| SO | SOUTHERN CO | $2.96亿 | 0.08% | 3,070,673 | 55,543 | 1.8% | $536.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.95亿 | 0.08% | 863,800 | 22,404 | 2.7% | $765.75万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2.92亿 | 0.08% | 8,590,950 | 523,941 | 6.5% | $1,779.83万 | 加仓 |
| BA | BOEING CO | $2.91亿 | 0.08% | 1,462,407 | 102,718 | 7.6% | $2,044.40万 | 加仓 |
| LMUB | ISHARES TR | $2.90亿 | 0.08% | 5,812,359 | 5,812,359 | — | $2.90亿 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2.90亿 | 0.08% | 11,337,017 | 1,301,363 | 13.0% | $3,324.98万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2.86亿 | 0.08% | 9,509,202 | 83,722 | 0.9% | $251.75万 | 加仓 |
| ASML | ASML HLDG NV | $2.83亿 | 0.08% | 214,630 | 5,507 | 2.6% | $727.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.81亿 | 0.07% | 1,750,681 | -124,288 | -6.6% | -$1,992.59万 | 减仓 |
| GLDM | WORLD GOLD TR | $2.80亿 | 0.07% | 3,022,407 | 29,517 | 1.0% | $273.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.79亿 | 0.07% | 3,720,350 | 295,055 | 8.6% | $2,215.86万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $2.78亿 | 0.07% | 6,720,358 | 107,863 | 1.6% | $445.69万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.76亿 | 0.07% | 912,858 | -9,050 | -1.0% | -$273.74万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2.76亿 | 0.07% | 10,156,841 | 3,400,219 | 50.3% | $9,231.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.73亿 | 0.07% | 700,499 | 36,143 | 5.4% | $1,411.06万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2.72亿 | 0.07% | 898,982 | -10,837 | -1.2% | -$327.55万 | 减仓 |
| DVY | ISHARES TR | $2.71亿 | 0.07% | 1,791,778 | 2,312 | 0.1% | $35.01万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $2.71亿 | 0.07% | 5,556,373 | -141,869 | -2.5% | -$691.04万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $2.70亿 | 0.07% | 2,566,796 | 178,458 | 7.5% | $1,874.34万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.66亿 | 0.07% | 2,388,713 | 75,380 | 3.3% | $838.07万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2.64亿 | 0.07% | 9,063,381 | 615,752 | 7.3% | $1,796.76万 | 加仓 |
| ETN | EATON CORP PLC | $2.63亿 | 0.07% | 734,953 | 8,069 | 1.1% | $288.60万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.62亿 | 0.07% | 4,480,376 | 979,775 | 28.0% | $5,735.60万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2.62亿 | 0.07% | 2,800,348 | -34,558 | -1.2% | -$323.67万 | 减仓 |
| DE | DEERE & CO | $2.60亿 | 0.07% | 462,151 | 10,988 | 2.4% | $618.95万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.60亿 | 0.07% | 3,662,750 | 60,898 | 1.7% | $431.83万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2.59亿 | 0.07% | 6,972,872 | 2,847,282 | 69.0% | $1.06亿 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $2.54亿 | 0.07% | 5,085,055 | 802,099 | 18.7% | $4,013.70万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $2.54亿 | 0.07% | 18,060,018 | 3,334,430 | 22.6% | $4,694.88万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2.54亿 | 0.07% | 5,878,875 | 97,898 | 1.7% | $422.23万 | 加仓 |
| C | CITIGROUP INC | $2.53亿 | 0.07% | 2,232,638 | 62,116 | 2.9% | $704.46万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $2.53亿 | 0.07% | 2,954,962 | 1,230,351 | 71.3% | $1.05亿 | 加仓 |
| — | HONEYWELL INTL INC | $2.52亿 | 0.07% | 1,117,049 | 102,029 | 10.1% | $2,306.16万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $2.52亿 | 0.07% | 4,357,422 | -319,320 | -6.8% | -$1,843.75万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.51亿 | 0.07% | 1,094,455 | -12,322 | -1.1% | -$283.15万 | 减仓 |
| EMXC | ISHARES INC | $2.51亿 | 0.07% | 3,195,110 | 809,443 | 33.9% | $6,367.08万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.50亿 | 0.07% | 3,096,355 | 487,926 | 18.7% | $3,933.17万 | 加仓 |
| CRM | SALESFORCE INC | $2.48亿 | 0.07% | 1,329,703 | 46,943 | 3.7% | $876.29万 | 加仓 |
| PAAA | PGIM ETF TR | $2.48亿 | 0.07% | 4,849,195 | 814,073 | 20.2% | $4,166.43万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2.47亿 | 0.07% | 4,032,959 | -648,460 | -13.9% | -$3,976.36万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.44亿 | 0.06% | 4,776,890 | -238,024 | -4.7% | -$1,213.92万 | 减仓 |
| EEM | ISHARES TR | $2.42亿 | 0.06% | 4,263,500 | 861,651 | 25.3% | $4,893.32万 | 加仓 |
| GLW | CORNING INC | $2.39亿 | 0.06% | 1,755,920 | 74,032 | 4.4% | $1,006.61万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.36亿 | 0.06% | 2,506,373 | 278,712 | 12.5% | $2,626.58万 | 加仓 |
| TJX | TJX COS INC NEW | $2.35亿 | 0.06% | 1,474,620 | 69,132 | 4.9% | $1,104.04万 | 加仓 |
| LOW | LOWES COS INC | $2.34亿 | 0.06% | 989,937 | -3,395 | -0.3% | -$80.22万 | 减仓 |
| PFF | ISHARES TR | $2.34亿 | 0.06% | 7,711,936 | -151,331 | -1.9% | -$458.84万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.34亿 | 0.06% | 573,515 | -8,263 | -1.4% | -$336.87万 | 减仓 |