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 |
|---|---|---|---|---|---|---|---|---|
| — | PACER FDS TR | $335.73万 | 0.00% | 104,873 | 990 | 1.0% | $3.17万 | 加仓 |
| — | PUTNAM ETF TRUST | $335.64万 | 0.00% | 430,304 | 54,606 | 14.5% | $42.59万 | 加仓 |
| PTRB | PGIM ETF TR | $335.42万 | 0.00% | 80,804 | -6,576 | -7.5% | -$27.30万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $334.95万 | 0.00% | 574,520 | -12,486 | -2.1% | -$7.28万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $334.92万 | 0.00% | 41,443 | 2,517 | 6.5% | $20.34万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $334.53万 | 0.00% | 19,828 | -44 | -0.2% | -$7,423 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $334.40万 | 0.00% | 22,359 | -19,947 | -47.1% | -$298.33万 | 减仓 |
| GLNG | GOLAR LNG LTD | $333.30万 | 0.00% | 61,597 | 1,631 | 2.7% | $8.83万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $332.94万 | 0.00% | 124,929 | -3,711 | -2.9% | -$9.89万 | 减仓 |
| HRB | BLOCK H & R INC | $332.36万 | 0.00% | 104,714 | 39,348 | 60.2% | $124.89万 | 加仓 |
| — | GLOBAL X FDS | $332.21万 | 0.00% | 78,797 | -13,262 | -14.4% | -$55.91万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $331.88万 | 0.00% | 61,284 | -24,970 | -28.9% | -$135.22万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $331.70万 | 0.00% | 108,720 | 40,383 | 59.1% | $123.21万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $331.47万 | 0.00% | 78,177 | 23,840 | 43.9% | $101.08万 | 加仓 |
| PSN | PARSONS CORP DEL | $331.18万 | 0.00% | 61,137 | 12,386 | 25.4% | $67.09万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $330.82万 | 0.00% | 666,967 | 161,094 | 31.8% | $79.90万 | 加仓 |
| XTN | SPDR SERIES TRUST | $330.71万 | 0.00% | 35,560 | -30,058 | -45.8% | -$279.54万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $330.31万 | 0.00% | 237,974 | -25,770 | -9.8% | -$35.77万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $330.28万 | 0.00% | 245,742 | 72,151 | 41.6% | $96.97万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $329.86万 | 0.00% | 83,387 | 50,922 | 156.9% | $201.44万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $329.56万 | 0.00% | 151,315 | 151,315 | — | $329.56万 | 新建仓 |
| — | ETF SER SOLUTIONS | $329.26万 | 0.00% | 74,225 | 4,740 | 6.8% | $21.03万 | 加仓 |
| BAX | BAXTER INTL INC | $328.92万 | 0.00% | 195,785 | 30,611 | 18.5% | $51.43万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $327.99万 | 0.00% | 53,937 | 1,760 | 3.4% | $10.70万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $327.97万 | 0.00% | 281,040 | -42,635 | -13.2% | -$49.76万 | 减仓 |
| — | ARROW ETF TR | $327.69万 | 0.00% | 238,321 | 31,274 | 15.1% | $43.00万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $327.28万 | 0.00% | 106,902 | -4,912 | -4.4% | -$15.04万 | 减仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $326.87万 | 0.00% | 64,400 | -40,372 | -38.5% | -$204.91万 | 减仓 |
| ACMR | ACM RESH INC | $326.75万 | 0.00% | 83,038 | -27,582 | -24.9% | -$108.54万 | 减仓 |
| TECH | BIO-TECHNE CORP | $326.47万 | 0.00% | 62,470 | -15,453 | -19.8% | -$80.76万 | 减仓 |
| — | GABELLI CONV & INC SECS FD I | $326.13万 | 0.00% | 761,993 | 23,829 | 3.2% | $10.20万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $325.61万 | 0.00% | 339,176 | 182,184 | 116.0% | $174.90万 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $325.09万 | 0.00% | 572,345 | 528,474 | 1,204.6% | $300.17万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $324.74万 | 0.00% | 15,601 | -10,066 | -39.2% | -$209.53万 | 减仓 |
| SSO | PROSHARES TR | $324.49万 | 0.00% | 62,546 | -2,112 | -3.3% | -$10.96万 | 减仓 |
| — | PUTNAM ETF TRUST | $324.22万 | 0.00% | 80,471 | -4,378 | -5.2% | -$17.64万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $324.12万 | 0.00% | 117,415 | 60,001 | 104.5% | $165.63万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $323.43万 | 0.00% | 297,269 | -3,987 | -1.3% | -$4.34万 | 减仓 |
| — | GLOBAL X FDS | $323.04万 | 0.00% | 191,131 | -65,600 | -25.6% | -$110.87万 | 减仓 |
| H | HYATT HOTELS CORP | $322.17万 | 0.00% | 22,406 | 1,281 | 6.1% | $18.42万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $321.27万 | 0.00% | 399,594 | -17,471 | -4.2% | -$14.05万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $321.02万 | 0.00% | 101,626 | -757 | -0.7% | -$2.39万 | 减仓 |
| — | WISDOMTREE TR | $320.87万 | 0.00% | 95,251 | -3,301 | -3.3% | -$11.12万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $320.69万 | 0.00% | 60,221 | 36,028 | 148.9% | $191.86万 | 加仓 |
| NTES | NETEASE COM INC | $320.44万 | 0.00% | 28,626 | 7,021 | 32.5% | $78.59万 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $320.39万 | 0.00% | 475,359 | 57,600 | 13.8% | $38.82万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $320.14万 | 0.00% | 8,200 | 1,600 | 24.2% | $62.47万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $319.93万 | 0.00% | 36,356 | -13,318 | -26.8% | -$117.20万 | 减仓 |
| AAON | AAON INC | $319.68万 | 0.00% | 38,632 | -2,787 | -6.7% | -$23.06万 | 减仓 |
| — | CREDIT SUISSE ASSET MGMT | $319.45万 | 0.00% | 1,247,862 | -158,778 | -11.3% | -$40.65万 | 减仓 |
| — | VANECK ETF TRUST | $319.45万 | 0.00% | 85,834 | -35,473 | -29.2% | -$132.02万 | 减仓 |
| TXUE | THORNBURG ETF TR | $319.35万 | 0.00% | 99,207 | 32,376 | 48.4% | $104.22万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $318.92万 | 0.00% | 23,959 | -2,516 | -9.5% | -$33.49万 | 减仓 |
| SHAK | SHAKE SHACK INC | $318.85万 | 0.00% | 36,041 | 1,679 | 4.9% | $14.85万 | 加仓 |
| VICR | VICOR CORP | $318.38万 | 0.00% | 19,775 | -4,687 | -19.2% | -$75.46万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $318.37万 | 0.00% | 187,529 | -7,845 | -4.0% | -$13.32万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $318.07万 | 0.00% | 28,232 | 6,098 | 27.6% | $68.70万 | 加仓 |
| FUL | FULLER H B CO | $317.97万 | 0.00% | 51,552 | 16,702 | 47.9% | $103.02万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $317.71万 | 0.00% | 69,375 | 980 | 1.4% | $4.49万 | 加仓 |
| WEX | WEX INC | $317.57万 | 0.00% | 20,751 | -3,991 | -16.1% | -$61.08万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $317.53万 | 0.00% | 362,062 | 4,849 | 1.4% | $4.25万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $317.45万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $317.44万 | 0.00% | 45,161 | 2,796 | 6.6% | $19.65万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $317.14万 | 0.00% | 45,836 | -11,118 | -19.5% | -$76.92万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $316.66万 | 0.00% | 78,935 | 8,790 | 12.5% | $35.26万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $316.61万 | 0.00% | 114,507 | 17,068 | 17.5% | $47.19万 | 加仓 |
| LOGI | LOGITECH INTL S A | $316.51万 | 0.00% | 34,736 | -12,368 | -26.3% | -$112.70万 | 减仓 |
| NTSI | WISDOMTREE TR | $316.29万 | 0.00% | 71,869 | -49,186 | -40.6% | -$216.47万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $316.28万 | 0.00% | 182,713 | -8,002 | -4.2% | -$13.85万 | 减仓 |
| TDTF | FLEXSHARES TR | $316.22万 | 0.00% | 131,159 | -21,667 | -14.2% | -$52.24万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $316.21万 | 0.00% | 57,892 | 8,849 | 18.0% | $48.33万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $315.94万 | 0.00% | 100,602 | -10,319 | -9.3% | -$32.41万 | 减仓 |
| UMI | USCF ETF TR | $315.79万 | 0.00% | 53,899 | -834 | -1.5% | -$4.89万 | 减仓 |
| TTAN | SERVICETITAN INC | $315.77万 | 0.00% | 49,759 | 6,564 | 15.2% | $41.66万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $315.63万 | 0.00% | 97,386 | 14,611 | 17.7% | $47.35万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $315.30万 | 0.00% | 397,106 | 59,340 | 17.6% | $47.12万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看跌期权 | $315.19万 | 0.00% | 6,500 | 500 | 8.3% | $24.25万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $314.96万 | 0.00% | 41,145 | 31,459 | 324.8% | $240.82万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $314.04万 | 0.00% | 163,308 | 26,075 | 19.0% | $50.14万 | 加仓 |
| PRI | PRIMERICA INC | $314.03万 | 0.00% | 12,537 | -176 | -1.4% | -$4.41万 | 减仓 |
| — | PACER FDS TR | $314.03万 | 0.00% | 85,464 | 2,559 | 3.1% | $9.40万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $313.68万 | 0.00% | 94,426 | -2,107 | -2.2% | -$7.00万 | 减仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $313.56万 | 0.00% | 142,118 | 4,604 | 3.3% | $10.16万 | 加仓 |
| ARMK | ARAMARK | $313.09万 | 0.00% | 77,230 | 4,002 | 5.5% | $16.22万 | 加仓 |
| CPA | COPA HOLDINGS SA | $312.56万 | 0.00% | 27,512 | -12,267 | -30.8% | -$139.36万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $312.40万 | 0.00% | 115,963 | -7,482 | -6.1% | -$20.16万 | 减仓 |
| GAP | GAP INC | $312.28万 | 0.00% | 129,043 | -70,322 | -35.3% | -$170.18万 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $311.42万 | 0.00% | 480,585 | -34,648 | -6.7% | -$22.45万 | 减仓 |
| MMSI | MERIT MED SYS INC | $310.91万 | 0.00% | 45,105 | -13,009 | -22.4% | -$89.67万 | 减仓 |
| — | TIDAL TRUST I | $310.46万 | 0.00% | 74,166 | -538 | -0.7% | -$2.25万 | 减仓 |
| MGA | MAGNA INTL INC | $310.11万 | 0.00% | 55,565 | 3,849 | 7.4% | $21.48万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $310.05万 | 0.00% | 216,364 | 5,119 | 2.4% | $7.34万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $309.85万 | 0.00% | 83,700 | 83,700 | — | $309.85万 | 新建仓 |
| PEN | PENUMBRA INC | $309.78万 | 0.00% | 9,434 | -2,049 | -17.8% | -$67.28万 | 减仓 |
| GSAT | GLOBALSTAR INC | $309.58万 | 0.00% | 46,609 | 12,669 | 37.3% | $84.15万 | 加仓 |
| — | TIDAL TRUST II | $309.03万 | 0.00% | 113,696 | 81,520 | 253.4% | $221.57万 | 加仓 |
| AROC | ARCHROCK INC | $308.40万 | 0.00% | 88,619 | -78 | -0.1% | -$2,714 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $308.29万 | 0.00% | 70,942 | -4,051 | -5.4% | -$17.60万 | 减仓 |
| MUX | MCEWEN INC. | $308.08万 | 0.00% | 150,870 | -38,781 | -20.4% | -$79.19万 | 减仓 |
| CGNX | COGNEX CORP | $308.04万 | 0.00% | 62,878 | -393 | -0.6% | -$1.93万 | 减仓 |