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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN REAL ESTATE INCOME FD | $162.13万 | 0.00% | 217,338 | -1,327 | -0.6% | -$9,899 | 减仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $161.60万 | 0.00% | 32,477 | -610 | -1.8% | -$3.04万 | 减仓 |
| — | PACER FDS TR | $161.50万 | 0.00% | 54,193 | 1,365 | 2.6% | $4.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $161.37万 | 0.00% | 54,959 | -2,178 | -3.8% | -$6.39万 | 减仓 |
| — | AMES NATL CORP | $161.35万 | 0.00% | 57,177 | -798 | -1.4% | -$2.25万 | 减仓 |
| MCB | METROPOLITAN BK HLDG CORP | $161.27万 | 0.00% | 19,362 | 299 | 1.6% | $2.49万 | 加仓 |
| VVV | VALVOLINE INC | $160.63万 | 0.00% | 47,692 | 1,210 | 2.6% | $4.08万 | 加仓 |
| HCI | HCI GROUP INC | $160.60万 | 0.00% | 10,387 | 2,295 | 28.4% | $35.48万 | 加仓 |
| SKYW | SKYWEST INC | $160.57万 | 0.00% | 17,486 | -1,730 | -9.0% | -$15.89万 | 减仓 |
| CRM | SALESFORCE INC 看跌期权 | $160.54万 | 0.00% | 8,600 | -2,300 | -21.1% | -$42.93万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $160.35万 | 0.00% | 138,232 | -440 | -0.3% | -$5,104 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $160.13万 | 0.00% | 21,564 | 8,214 | 61.5% | $61.00万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $159.50万 | 0.00% | 66,933 | 11,314 | 20.3% | $26.96万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $159.49万 | 0.00% | 45,948 | 8,951 | 24.2% | $31.07万 | 加仓 |
| IMKTA | INGLES MKTS INC | $159.26万 | 0.00% | 17,717 | 4,154 | 30.6% | $37.34万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $159.13万 | 0.00% | 59,113 | -43,379 | -42.3% | -$116.78万 | 减仓 |
| DNOW | DNOW INC | $158.78万 | 0.00% | 133,318 | 20,343 | 18.0% | $24.23万 | 加仓 |
| — | ALPS ETF TR | $158.78万 | 0.00% | 50,493 | -8,265 | -14.1% | -$25.99万 | 减仓 |
| PCVX | VAXCYTE INC | $158.78万 | 0.00% | 27,324 | 6,835 | 33.4% | $39.72万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $158.38万 | 0.00% | 81,681 | -445 | -0.5% | -$8,629 | 减仓 |
| — | KRANESHARES TRUST | $158.31万 | 0.00% | 50,742 | 33,004 | 186.1% | $102.97万 | 加仓 |
| GTX | GARRETT MOTION INC | $158.24万 | 0.00% | 87,088 | 49,717 | 133.0% | $90.34万 | 加仓 |
| — | BOEING CO | $157.98万 | 0.00% | 24,350 | 4,904 | 25.2% | $31.82万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $157.93万 | 0.00% | 8,082 | 123 | 1.5% | $2.40万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $157.88万 | 0.00% | 175,231 | -120,975 | -40.8% | -$109.00万 | 减仓 |
| ABCB | AMERIS BANCORP | $157.87万 | 0.00% | 20,242 | 725 | 3.7% | $5.65万 | 加仓 |
| MGEE | MGE ENERGY INC | $157.87万 | 0.00% | 20,425 | -753 | -3.6% | -$5.82万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $157.69万 | 0.00% | 99,300 | 89,300 | 893.0% | $141.81万 | 重新持有 |
| NTLA | INTELLIA THERAPEUTICS INC | $157.51万 | 0.00% | 122,861 | 2,564 | 2.1% | $3.29万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $157.47万 | 0.00% | 38,398 | -1,909 | -4.7% | -$7.83万 | 减仓 |
| BRKR | BRUKER CORP | $157.43万 | 0.00% | 43,585 | -24,732 | -36.2% | -$89.33万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $157.40万 | 0.00% | 14,568 | -3,608 | -19.9% | -$38.98万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $157.39万 | 0.00% | 39,043 | -945 | -2.4% | -$3.81万 | 减仓 |
| CELC | CELCUITY INC | $157.35万 | 0.00% | 13,786 | -1,570 | -10.2% | -$17.92万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $157.26万 | 0.00% | 49,940 | -734 | -1.4% | -$2.31万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $157.24万 | 0.00% | 26,996 | -3,759 | -12.2% | -$21.89万 | 减仓 |
| — | SPROTT ETF TRUST | $156.88万 | 0.00% | 18,225 | 3,367 | 22.7% | $28.98万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $156.84万 | 0.00% | 20,559 | 13,256 | 181.5% | $101.13万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $156.84万 | 0.00% | 25,284 | -8,122 | -24.3% | -$50.38万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $156.67万 | 0.00% | 21,501 | 9,407 | 77.8% | $68.55万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $156.35万 | 0.00% | 22,909 | -5,964 | -20.7% | -$40.70万 | 减仓 |
| — | VANECK ETF TRUST | $156.29万 | 0.00% | 30,243 | -975 | -3.1% | -$5.04万 | 减仓 |
| GRC | GORMAN RUPP CO | $155.68万 | 0.00% | 25,058 | 2,167 | 9.5% | $13.46万 | 加仓 |
| — | WISDOMTREE TR | $155.62万 | 0.00% | 39,149 | 4,629 | 13.4% | $18.40万 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $155.45万 | 0.00% | 45,773 | 45,773 | — | $155.45万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $155.42万 | 0.00% | 39,932 | 39,932 | — | $155.42万 | 新建仓 |
| — | ETFIS SER TR I | $154.96万 | 0.00% | 89,779 | 15,161 | 20.3% | $26.17万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $154.84万 | 0.00% | 31,357 | 17,567 | 127.4% | $86.75万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $154.68万 | 0.00% | 166,677 | 36,991 | 28.5% | $34.33万 | 加仓 |
| — | ETF SER SOLUTIONS | $154.45万 | 0.00% | 62,556 | 5,620 | 9.9% | $13.88万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $154.20万 | 0.00% | 48,939 | -3,715 | -7.1% | -$11.71万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $154.08万 | 0.00% | 30,242 | 19,681 | 186.4% | $100.27万 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $153.90万 | 0.00% | 146,015 | 53,136 | 57.2% | $56.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $153.59万 | 0.00% | 10,500 | -1,900 | -15.3% | -$27.79万 | 减仓 |
| — | FLEXSHARES TR | $153.54万 | 0.00% | 7,681 | 2,744 | 55.6% | $54.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $153.34万 | 0.00% | 3,200 | -800 | -20.0% | -$38.34万 | 减仓 |
| — | ABRDN FDS | $153.18万 | 0.00% | 46,134 | -8,090 | -14.9% | -$26.86万 | 减仓 |
| — | DIAMEDICA THERAPEUTICS INC | $153.04万 | 0.00% | 226,050 | 28,900 | 14.7% | $19.57万 | 加仓 |
| DDD | 3D SYS CORP DEL | $152.97万 | 0.00% | 813,670 | 81,813 | 11.2% | $15.38万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $152.96万 | 0.00% | 31,812 | -1,072 | -3.3% | -$5.15万 | 减仓 |
| STN | STANTEC INC | $152.91万 | 0.00% | 17,697 | 6,988 | 65.3% | $60.38万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $152.85万 | 0.00% | 30,679 | 30,679 | — | $152.85万 | 新建仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $152.84万 | 0.00% | 56,229 | 1,770 | 3.3% | $4.81万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $152.55万 | 0.00% | 13,059 | 411 | 3.2% | $4.80万 | 加仓 |
| CXT | CRANE NXT CO | $152.54万 | 0.00% | 37,582 | -30,470 | -44.8% | -$123.68万 | 减仓 |
| — | PROSHARES TR | $152.32万 | 0.00% | 62,864 | 16,744 | 36.3% | $40.57万 | 加仓 |
| CART | MAPLEBEAR INC | $152.27万 | 0.00% | 40,650 | 3,851 | 10.5% | $14.43万 | 加仓 |
| HUN | HUNTSMAN CORP | $152.22万 | 0.00% | 114,362 | -5,526 | -4.6% | -$7.36万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $152.04万 | 0.00% | 66,832 | -14,814 | -18.1% | -$33.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $152.03万 | 0.00% | 4,500 | -100 | -2.2% | -$3.38万 | 减仓 |
| — | ALPS ETF TR | $151.98万 | 0.00% | 38,636 | 38,636 | — | $151.98万 | 新建仓 |
| MARA | MARA HOLDINGS INC 看跌期权 | $151.78万 | 0.00% | 186,000 | -398,300 | -68.2% | -$325.01万 | 减仓 |
| — | JFB CONSTR HLDGS | $151.76万 | 0.00% | 247,970 | 960 | 0.4% | $5,875 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $151.76万 | 0.00% | 283,126 | -86,455 | -23.4% | -$46.34万 | 减仓 |
| — | RBB FD INC | $151.60万 | 0.00% | 47,377 | -7,841 | -14.2% | -$25.09万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $151.56万 | 0.00% | 16,453 | -1,009 | -5.8% | -$9.29万 | 减仓 |
| PY | PRINCIPAL EXCHANGE TRADED FD | $151.39万 | 0.00% | 29,401 | 2,946 | 11.1% | $15.17万 | 加仓 |
| VNET | VNET GROUP INC | $151.28万 | 0.00% | 180,305 | 18,503 | 11.4% | $15.52万 | 加仓 |
| GEF | GREIF INC | $151.03万 | 0.00% | 22,518 | 34 | 0.2% | $2,280 | 加仓 |
| CNXC | CONCENTRIX CORP | $150.76万 | 0.00% | 55,103 | -5,539 | -9.1% | -$15.15万 | 减仓 |
| — | ALPS ETF TR | $150.74万 | 0.00% | 34,828 | -5,184 | -13.0% | -$22.44万 | 减仓 |
| — | DRAGANFLY INC. | $150.31万 | 0.00% | 306,137 | 245,341 | 403.5% | $120.46万 | 加仓 |
| BTAL | AGF INVTS TR | $150.09万 | 0.00% | 107,513 | -13,070 | -10.8% | -$18.25万 | 减仓 |
| CARG | CARGURUS INC | $149.77万 | 0.00% | 43,984 | -5,754 | -11.6% | -$19.59万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $149.69万 | 0.00% | 95,891 | 334 | 0.3% | $5,214 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $149.67万 | 0.00% | 34,881 | -1,911 | -5.2% | -$8.20万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $149.46万 | 0.00% | 28,083 | 1,232 | 4.6% | $6.56万 | 加仓 |
| — | SSGA ACTIVE TR | $149.25万 | 0.00% | 59,994 | 14,240 | 31.1% | $35.43万 | 加仓 |
| COFS | CHOICEONE FINANCIA | $148.99万 | 0.00% | 52,983 | -336 | -0.6% | -$9,448 | 减仓 |
| RNGR | RANGER ENERGY SVCS INC | $148.85万 | 0.00% | 86,845 | -4,000 | -4.4% | -$6.86万 | 减仓 |
| — | ISHARES TR | $148.77万 | 0.00% | 58,456 | 48,886 | 510.8% | $124.41万 | 加仓 |
| HGTY | HAGERTY INC | $148.74万 | 0.00% | 141,249 | 26,210 | 22.8% | $27.60万 | 加仓 |
| — | MASIMO CORP | $148.60万 | 0.00% | 8,355 | 843 | 11.2% | $14.99万 | 加仓 |
| NOW | SERVICENOW INC 看跌期权 | $148.46万 | 0.00% | 14,200 | -13,300 | -48.4% | -$139.05万 | 减仓 |
| — | GLOBAL X FDS | $148.31万 | 0.00% | 34,252 | 3,579 | 11.7% | $15.50万 | 加仓 |
| — | ETF SER SOLUTIONS | $148.13万 | 0.00% | 27,681 | -153 | -0.5% | -$8,187 | 减仓 |
| ACLO | TCW ETF TRUST | $148.11万 | 0.00% | 29,396 | 10,190 | 53.1% | $51.34万 | 加仓 |
| TS | TENARIS S A | $148.02万 | 0.00% | 25,442 | 4,971 | 24.3% | $28.92万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $147.93万 | 0.00% | 78,271 | 78,271 | — | $147.93万 | 新建仓 |
| — | PROSHARES TR | $147.89万 | 0.00% | 52,678 | 24,445 | 86.6% | $68.63万 | 加仓 |