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 |
|---|---|---|---|---|---|---|---|---|
| NGL | NGL ENERGY PARTNERS LP | $299.47万 | 0.00% | 187,993 | 174,228 | 1,265.7% | $277.55万 | 加仓 |
| — | WESTERN ASSET MTG DEFINED OP | $299.46万 | 0.00% | 279,605 | -4,965 | -1.7% | -$5.32万 | 减仓 |
| HWKN | HAWKINS INC | $299.33万 | 0.00% | 21,065 | 1,079 | 5.4% | $15.33万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看跌期权 | $298.43万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $297.69万 | 0.00% | 27,708 | -69,634 | -71.5% | -$748.14万 | 减仓 |
| FIVN | FIVE9 INC | $297.20万 | 0.00% | 139,398 | -14,874 | -9.6% | -$31.71万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $297.19万 | 0.00% | 94,256 | -75,329 | -44.4% | -$237.51万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $296.94万 | 0.00% | 62,199 | 5,998 | 10.7% | $28.63万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $296.36万 | 0.00% | 40,967 | -178 | -0.4% | -$1.29万 | 减仓 |
| WAFD | WAFD INC | $296.15万 | 0.00% | 77,183 | 6,674 | 9.5% | $25.61万 | 加仓 |
| TRMK | TRUSTMARK CORP | $295.77万 | 0.00% | 64,283 | 12,536 | 24.2% | $57.68万 | 加仓 |
| TRMB | TRIMBLE INC | $295.36万 | 0.00% | 57,711 | -41,059 | -41.6% | -$210.14万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $294.71万 | 0.00% | 119,218 | 39,062 | 48.7% | $96.56万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $294.56万 | 0.00% | 4,000 | -1,500 | -27.3% | -$110.46万 | 减仓 |
| — | PUTNAM ETF TRUST | $294.49万 | 0.00% | 332,949 | 103,591 | 45.2% | $91.63万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $294.24万 | 0.00% | 101,849 | -50,320 | -33.1% | -$145.37万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $294.17万 | 0.00% | 4,788 | 623 | 15.0% | $38.28万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $293.90万 | 0.00% | 62,175 | -51,568 | -45.3% | -$243.76万 | 减仓 |
| KEX | KIRBY CORP | $293.87万 | 0.00% | 21,613 | -137 | -0.6% | -$1.86万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $293.77万 | 0.00% | 64,814 | 601 | 0.9% | $2.72万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $293.64万 | 0.00% | 71,901 | -44,062 | -38.0% | -$179.95万 | 减仓 |
| CMBT | CMB.TECH NV | $293.20万 | 0.00% | 209,578 | -133,431 | -38.9% | -$186.67万 | 减仓 |
| — | LISTED FDS TR | $292.78万 | 0.00% | 70,077 | -1,550 | -2.2% | -$6.48万 | 减仓 |
| CVI | CVR ENERGY INC | $292.67万 | 0.00% | 106,272 | 67,571 | 174.6% | $186.09万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $292.43万 | 0.00% | 539,536 | -26,413 | -4.7% | -$14.32万 | 减仓 |
| — | GLOBAL X FDS | $292.03万 | 0.00% | 118,280 | -46,892 | -28.4% | -$115.78万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $291.44万 | 0.00% | 111,150 | -8,231 | -6.9% | -$21.58万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $290.64万 | 0.00% | 1,377,423 | -26,936 | -1.9% | -$5.68万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $290.37万 | 0.00% | 26,799 | 339 | 1.3% | $3.67万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $290.35万 | 0.00% | 43,259 | 5,561 | 14.8% | $37.33万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $289.92万 | 0.00% | 212,238 | 3,439 | 1.6% | $4.70万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $289.75万 | 0.00% | 52,716 | 2,251 | 4.5% | $12.37万 | 加仓 |
| IBMS | ISHARES TR | $289.66万 | 0.00% | 111,968 | 26,968 | 31.7% | $69.77万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $289.29万 | 0.00% | 9,152 | 941 | 11.5% | $29.74万 | 加仓 |
| WYFI | WHITEFIBER INC | $289.27万 | 0.00% | 74,459 | 62,424 | 518.7% | $242.52万 | 重新持有 |
| — | RLJ LODGING TR | $289.19万 | 0.00% | 117,939 | 4,492 | 4.0% | $11.01万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $288.71万 | 0.00% | 193,634 | 57,149 | 41.9% | $85.21万 | 加仓 |
| — | GLOBAL X FDS | $288.62万 | 0.00% | 89,857 | -478 | -0.5% | -$1.54万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $288.37万 | 0.00% | 26,119 | 5,945 | 29.5% | $65.64万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $288.34万 | 0.00% | 12,545 | -5,256 | -29.5% | -$120.81万 | 减仓 |
| AGCO | AGCO CORP | $288.23万 | 0.00% | 24,079 | -5,600 | -18.9% | -$67.03万 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $287.95万 | 0.00% | 43,577 | 31,112 | 249.6% | $205.59万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $287.91万 | 0.00% | 34,373 | -1,263 | -3.5% | -$10.58万 | 减仓 |
| AS | AMER SPORTS INC | $287.88万 | 0.00% | 85,071 | 19,611 | 30.0% | $66.36万 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $287.75万 | 0.00% | 26,825 | 9,238 | 52.5% | $99.10万 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $287.71万 | 0.00% | 227,618 | 34,331 | 17.8% | $43.39万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $287.64万 | 0.00% | 139,159 | 11,529 | 9.0% | $23.83万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $287.53万 | 0.00% | 138,502 | 121,247 | 702.7% | $251.71万 | 加仓 |
| WU | WESTERN UN CO | $287.50万 | 0.00% | 373,379 | 160,282 | 75.2% | $123.42万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $287.48万 | 0.00% | 96,632 | -2,534 | -2.6% | -$7.54万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $287.45万 | 0.00% | 37,512 | 16,953 | 82.5% | $129.91万 | 加仓 |
| TECH | BIO-TECHNE CORP | $287.12万 | 0.00% | 40,639 | -21,831 | -34.9% | -$154.24万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $286.91万 | 0.00% | 73,073 | -3,097 | -4.1% | -$12.16万 | 减仓 |
| NPO | ENPRO INC | $286.84万 | 0.00% | 7,610 | -7,014 | -48.0% | -$264.38万 | 减仓 |
| TOLZ | PROSHARES TR | $286.40万 | 0.00% | 48,322 | 11,354 | 30.7% | $67.29万 | 加仓 |
| — | GLADSTONE INVT CORP | $286.28万 | 0.00% | 185,176 | -2,262 | -1.2% | -$3.50万 | 减仓 |
| PSN | PARSONS CORP DEL | $286.21万 | 0.00% | 54,631 | -6,506 | -10.6% | -$34.08万 | 减仓 |
| — | DBX ETF TR | $285.80万 | 0.00% | 112,918 | 7,949 | 7.6% | $20.12万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $285.68万 | 0.00% | 56,258 | 13,379 | 31.2% | $67.94万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $285.42万 | 0.00% | 119,333 | -6,889 | -5.5% | -$16.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $285.29万 | 0.00% | 90,720 | 4,960 | 5.8% | $15.60万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $285.17万 | 0.00% | 168,292 | -19,237 | -10.3% | -$32.60万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $284.48万 | 0.00% | 21,268 | 12,996 | 157.1% | $173.83万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $283.83万 | 0.00% | 121,254 | 121,254 | — | $283.83万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $283.83万 | 0.00% | 52,959 | 8,170 | 18.2% | $43.79万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $283.78万 | 0.00% | 42,725 | 2,829 | 7.1% | $18.79万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $283.12万 | 0.00% | 77,610 | 1,494 | 2.0% | $5.45万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $283.07万 | 0.00% | 109,462 | -45,290 | -29.3% | -$117.12万 | 减仓 |
| — | THRIVENT ETF TRUST | $282.56万 | 0.00% | 56,124 | 11,123 | 24.7% | $56.00万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $282.49万 | 0.00% | 78,534 | 29,585 | 60.4% | $106.42万 | 加仓 |
| — | ADVISORSHARES TR | $282.20万 | 0.00% | 34,366 | -8,796 | -20.4% | -$72.23万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $281.97万 | 0.00% | 256,208 | 36,898 | 16.8% | $40.61万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $281.55万 | 0.00% | 73,936 | 7,702 | 11.6% | $29.33万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $281.40万 | 0.00% | 126,189 | 26,214 | 26.2% | $58.46万 | 加仓 |
| — | EA SERIES TRUST | $280.90万 | 0.00% | 83,857 | -14,737 | -14.9% | -$49.37万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $280.64万 | 0.00% | 44,335 | -512 | -1.1% | -$3.24万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $280.39万 | 0.00% | 40,484 | 16,337 | 67.7% | $113.15万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $279.32万 | 0.00% | 219,421 | 33,067 | 17.7% | $42.09万 | 加仓 |
| HYBB | ISHARES TR | $279.20万 | 0.00% | 59,696 | -6,108 | -9.3% | -$28.57万 | 减仓 |
| TTAN | SERVICETITAN INC | $279.00万 | 0.00% | 39,457 | -10,302 | -20.7% | -$72.85万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $278.83万 | 0.00% | 188,142 | 5,429 | 3.0% | $8.05万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $278.81万 | 0.00% | 50,999 | -48 | -0.1% | -$2,624 | 减仓 |
| — | INNOVATOR ETFS TRUST | $278.76万 | 0.00% | 84,833 | 58,592 | 223.3% | $192.53万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $278.05万 | 0.00% | 85,897 | 35,954 | 72.0% | $116.38万 | 加仓 |
| — | SSGA ACTIVE ETF TR | $277.90万 | 0.00% | 80,946 | 7,665 | 10.5% | $26.32万 | 加仓 |
| — | PGIM ETF TR | $277.77万 | 0.00% | 65,932 | 20,251 | 44.3% | $85.32万 | 加仓 |
| HEWJ | ISHARES TR | $277.69万 | 0.00% | 43,039 | 1,104 | 2.6% | $7.12万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $277.31万 | 0.00% | 533,294 | -56,483 | -9.6% | -$29.37万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $277.00万 | 0.00% | 251,591 | -230,275 | -47.8% | -$253.53万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $276.87万 | 0.00% | 103,308 | 89,325 | 638.8% | $239.39万 | 加仓 |
| CROX | CROCS INC | $276.40万 | 0.00% | 22,911 | -22,382 | -49.4% | -$270.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $276.13万 | 0.00% | 6,400 | 4,400 | 220.0% | $189.84万 | 加仓 |
| CC | CHEMOURS CO | $275.64万 | 0.00% | 134,328 | -470 | -0.3% | -$9,644 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $275.01万 | 0.00% | 661,075 | 91,841 | 16.1% | $38.21万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $274.96万 | 0.00% | 54,697 | 24,018 | 78.3% | $120.74万 | 加仓 |
| HUBS | HUBSPOT INC | $274.94万 | 0.00% | 15,065 | -5,171 | -25.6% | -$94.37万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $274.76万 | 0.00% | 233,840 | -34,251 | -12.8% | -$40.24万 | 减仓 |
| — | ISHARES INC | $274.73万 | 0.00% | 58,091 | -22,558 | -28.0% | -$106.68万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $274.43万 | 0.00% | 435,608 | 127,400 | 41.3% | $80.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $274.32万 | 0.00% | 6,600 | 1,300 | 24.5% | $54.03万 | 加仓 |