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 |
|---|---|---|---|---|---|---|---|---|
| SOFR | AMPLIFY ETF TR | $222.82万 | 0.00% | 22,250 | 7,898 | 55.0% | $79.09万 | 加仓 |
| BOH | BANK HAWAII CORP | $222.60万 | 0.00% | 29,980 | -1,851 | -5.8% | -$13.74万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $222.59万 | 0.00% | 51,254 | -173 | -0.3% | -$7,513 | 减仓 |
| CNH | CNH INDL N V | $222.56万 | 0.00% | 202,327 | -5,682 | -2.7% | -$6.25万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $222.40万 | 0.00% | 191,068 | 87,533 | 84.5% | $101.89万 | 加仓 |
| MYRG | MYR GROUP INC | $222.30万 | 0.00% | 7,874 | -1,986 | -20.1% | -$56.07万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $222.22万 | 0.00% | 30,152 | 419 | 1.4% | $3.09万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $221.85万 | 0.00% | 100,158 | -14,251 | -12.5% | -$31.57万 | 减仓 |
| TOLZ | PROSHARES TR | $221.73万 | 0.00% | 36,968 | -3,592 | -8.9% | -$21.54万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $221.56万 | 0.00% | 80,595 | 19,388 | 31.7% | $53.30万 | 加仓 |
| WAFD | WAFD INC | $221.40万 | 0.00% | 70,509 | -2,232 | -3.1% | -$7.01万 | 减仓 |
| ICLR | ICON PLC | $221.18万 | 0.00% | 19,988 | -4,679 | -19.0% | -$51.78万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $221.10万 | 0.00% | 37,698 | 6,471 | 20.7% | $37.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $221.09万 | 0.00% | 3,700 | 2,100 | 131.2% | $125.49万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $220.62万 | 0.00% | 32,840 | 7,621 | 30.2% | $51.20万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $219.97万 | 0.00% | 22,619 | 6,832 | 43.3% | $66.44万 | 加仓 |
| IBMS | ISHARES TR | $219.55万 | 0.00% | 85,000 | 44,852 | 111.7% | $115.85万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $219.24万 | 0.00% | 93,016 | 93,016 | — | $219.24万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $219.05万 | 0.00% | 79,972 | 47,236 | 144.3% | $129.38万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $219.02万 | 0.00% | 37,840 | -4,039 | -9.6% | -$23.38万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $218.95万 | 0.00% | 80,795 | 19,360 | 31.5% | $52.47万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITYISHARES | $218.83万 | 0.00% | 67,855 | -1,982 | -2.8% | -$6.39万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $218.30万 | 0.00% | 65,360 | 7,024 | 12.0% | $23.46万 | 加仓 |
| TRMK | TRUSTMARK CORP | $218.06万 | 0.00% | 51,747 | -8,122 | -13.6% | -$34.23万 | 减仓 |
| EAT | BRINKER INTL INC | $217.84万 | 0.00% | 15,258 | 1,180 | 8.4% | $16.85万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $217.47万 | 0.00% | 419,833 | -3,993 | -0.9% | -$2.07万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $217.44万 | 0.00% | 42,879 | 28,582 | 199.9% | $144.94万 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $217.31万 | 0.00% | 309,563 | 13,282 | 4.5% | $9.32万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $217.22万 | 0.00% | 99,279 | 7,561 | 8.2% | $16.54万 | 加仓 |
| AIP | ARTERIS INC | $217.13万 | 0.00% | 132,076 | -31,388 | -19.2% | -$51.60万 | 减仓 |
| — | SURO CAPITAL CORP | $216.85万 | 0.00% | 202,473 | 27,663 | 15.8% | $29.63万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $216.63万 | 0.00% | 63,331 | 4,977 | 8.5% | $17.02万 | 加仓 |
| — | PROSHARES TR | $216.28万 | 0.00% | 31,120 | 3,410 | 12.3% | $23.70万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $216.13万 | 0.00% | 256,073 | 103,545 | 67.9% | $87.39万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $215.91万 | 0.00% | 150,880 | 36,607 | 32.0% | $52.38万 | 加仓 |
| AS | AMER SPORTS INC | $215.49万 | 0.00% | 65,460 | -1,597 | -2.4% | -$5.26万 | 减仓 |
| GHM | GRAHAM CORP | $214.36万 | 0.00% | 27,162 | 2,084 | 8.3% | $16.45万 | 加仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $214.16万 | 0.00% | 728,448 | 95,300 | 15.1% | $28.02万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $214.08万 | 0.00% | 12,591 | 656 | 5.5% | $11.15万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $214.00万 | 0.00% | 29,187 | 18,261 | 167.1% | $133.89万 | 加仓 |
| — | QORVO INC | $213.81万 | 0.00% | 27,624 | -625 | -2.2% | -$4.84万 | 减仓 |
| — | GLOBAL X FDS | $213.80万 | 0.00% | 58,136 | -8,341 | -12.5% | -$30.67万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $213.76万 | 0.00% | 218,796 | 35,388 | 19.3% | $34.57万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $213.73万 | 0.00% | 26,700 | 26,700 | — | $213.73万 | 新建仓 |
| SEZL | SEZZLE INC | $213.63万 | 0.00% | 33,754 | -19,134 | -36.2% | -$121.10万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $213.35万 | 0.00% | 189,983 | 77,470 | 68.9% | $87.00万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $213.34万 | 0.00% | 149,922 | 43,775 | 41.2% | $62.29万 | 加仓 |
| USSG | DBX ETF TR | $213.28万 | 0.00% | 35,737 | 2,976 | 9.1% | $17.76万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $213.26万 | 0.00% | 80,934 | -29,757 | -26.9% | -$78.41万 | 减仓 |
| NBTB | NBT BANCORP INC | $213.07万 | 0.00% | 50,039 | -154 | -0.3% | -$6,557 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $213.04万 | 0.00% | 72,885 | -5,243 | -6.7% | -$15.33万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $212.71万 | 0.00% | 99,166 | 4,884 | 5.2% | $10.48万 | 加仓 |
| HXL | HEXCEL CORP NEW | $212.67万 | 0.00% | 26,279 | 4,827 | 22.5% | $39.06万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $212.10万 | 0.00% | 114,095 | -1,620 | -1.4% | -$3.01万 | 减仓 |
| — | AMPLIFY ETF TR | $211.92万 | 0.00% | 49,513 | -4,661 | -8.6% | -$19.95万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $211.56万 | 0.00% | 117,533 | 20,094 | 20.6% | $36.17万 | 加仓 |
| WING | WINGSTOP INC | $211.48万 | 0.00% | 13,647 | -6,177 | -31.2% | -$95.72万 | 减仓 |
| — | ISHARES TR | $211.44万 | 0.00% | 25,186 | -544 | -2.1% | -$4.57万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $211.43万 | 0.00% | 307,764 | 128,144 | 71.3% | $88.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $211.38万 | 0.00% | 92,789 | 5,329 | 6.1% | $12.14万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $211.25万 | 0.00% | 534,798 | 97,891 | 22.4% | $38.67万 | 加仓 |
| XPEV | XPENG INC | $211.24万 | 0.00% | 123,460 | 237 | 0.2% | $4,055 | 加仓 |
| — | ISHARES TR | $210.73万 | 0.00% | 72,542 | 9,094 | 14.3% | $26.42万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $210.71万 | 0.00% | 16,674 | -45 | -0.3% | -$5,687 | 减仓 |
| MYCH | SSGA ACTIVE TR | $210.48万 | 0.00% | 84,344 | 12,369 | 17.2% | $30.87万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $209.40万 | 0.00% | 14,480 | 4,198 | 40.8% | $60.71万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $209.40万 | 0.00% | 22,497 | -12,077 | -34.9% | -$112.41万 | 减仓 |
| SVAL | ISHARES TR | $209.15万 | 0.00% | 58,200 | 19,443 | 50.2% | $69.87万 | 加仓 |
| — | BNY MELLON ETF TRUST | $209.14万 | 0.00% | 18,360 | -765 | -4.0% | -$8.71万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $208.52万 | 0.00% | 512,331 | 17,734 | 3.6% | $7.22万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $208.48万 | 0.00% | 64,506 | 22,682 | 54.2% | $73.31万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $208.33万 | 0.00% | 156,286 | 63,645 | 68.7% | $84.84万 | 加仓 |
| — | PACER FDS TR | $208.29万 | 0.00% | 43,521 | -1,865 | -4.1% | -$8.93万 | 减仓 |
| BOXX | EA SERIES TRUST | $208.28万 | 0.00% | 17,910 | 18 | 0.1% | $2,093 | 加仓 |
| KTF | DWS MUN INCOME TR | $208.15万 | 0.00% | 228,736 | -324,341 | -58.6% | -$295.15万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $208.03万 | 0.00% | 18,526 | 6,877 | 59.0% | $77.22万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $207.98万 | 0.00% | 186,701 | -82,679 | -30.7% | -$92.10万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $207.85万 | 0.00% | 144,143 | 189 | 0.1% | $2,725 | 加仓 |
| TRMD | TORM PLC | $207.81万 | 0.00% | 74,485 | 46,655 | 167.6% | $130.17万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $206.90万 | 0.00% | 115,395 | -103,017 | -47.2% | -$184.71万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $206.61万 | 0.00% | 20,266 | -10,639 | -34.4% | -$108.46万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $206.50万 | 0.00% | 63,265 | 459 | 0.7% | $1.50万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $206.49万 | 0.00% | 76,279 | -5,024 | -6.2% | -$13.60万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $206.15万 | 0.00% | 61,008 | 25,547 | 72.0% | $86.32万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $206.11万 | 0.00% | 17,103 | 532 | 3.2% | $6.41万 | 加仓 |
| ITRI | ITRON INC | $206.01万 | 0.00% | 22,985 | -154 | -0.7% | -$1.38万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $205.97万 | 0.00% | 120,308 | 29,567 | 32.6% | $50.62万 | 加仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $205.94万 | 0.00% | 15,200 | -1,800 | -10.6% | -$24.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $205.88万 | 0.00% | 53,840 | -82 | -0.2% | -$3,136 | 减仓 |
| MRP | MILLROSE PPTYS INC | $205.42万 | 0.00% | 73,364 | -9,933 | -11.9% | -$27.81万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $204.90万 | 0.00% | 36,394 | -3,464 | -8.7% | -$19.50万 | 减仓 |
| RDNT | RADNET INC | $204.78万 | 0.00% | 36,640 | -5,732 | -13.5% | -$32.04万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $204.54万 | 0.00% | 62,530 | 52,131 | 501.3% | $170.52万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $204.19万 | 0.00% | 50,456 | 344 | 0.7% | $1.39万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $203.64万 | 0.00% | 46,568 | -107,801 | -69.8% | -$471.41万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $203.36万 | 0.00% | 99,054 | -27,294 | -21.6% | -$56.03万 | 减仓 |
| CAOS | EA SERIES TRUST | $202.86万 | 0.00% | 22,351 | 18,763 | 522.9% | $170.29万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $202.78万 | 0.00% | 55,463 | -2,801 | -4.8% | -$10.24万 | 减仓 |
| — | LISTED FDS TR | $202.77万 | 0.00% | 127,287 | -63,274 | -33.2% | -$100.80万 | 减仓 |
| SBR | SABINE RTY TR | $202.06万 | 0.00% | 26,819 | 1,778 | 7.1% | $13.40万 | 加仓 |