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 |
|---|---|---|---|---|---|---|---|---|
| — | PIMCO GLOBAL STOCKSPLS INCM | $147.82万 | 0.00% | 177,454 | 63 | 0.0% | $525 | 加仓 |
| SOBO | SOUTH BOW CORP | $147.69万 | 0.00% | 44,324 | 5,825 | 15.1% | $19.41万 | 加仓 |
| ICFI | ICF INTL INC | $147.59万 | 0.00% | 22,606 | -7,798 | -25.6% | -$50.91万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $147.34万 | 0.00% | 26,018 | 26,018 | — | $147.34万 | 新建仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $147.11万 | 0.00% | 57,893 | 17,343 | 42.8% | $44.07万 | 加仓 |
| FEIM | FREQUENCY ELECTRS INC | $147.01万 | 0.00% | 33,215 | 1,000 | 3.1% | $4.43万 | 加仓 |
| LASR | NLIGHT INC | $146.79万 | 0.00% | 25,743 | 6,522 | 33.9% | $37.19万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $146.73万 | 0.00% | 30,480 | 1,350 | 4.6% | $6.50万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $146.59万 | 0.00% | 68,531 | -3,842 | -5.3% | -$8.22万 | 减仓 |
| IPAR | INTERPARFUMS INC | $146.53万 | 0.00% | 16,130 | -2,269 | -12.3% | -$20.61万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $146.23万 | 0.00% | 98,536 | 32,736 | 49.8% | $48.58万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $146.02万 | 0.00% | 40,812 | 3,583 | 9.6% | $12.82万 | 加仓 |
| VNT | VONTIER CORPORATION | $145.50万 | 0.00% | 41,021 | 3,903 | 10.5% | $13.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO 看跌期权 | $145.19万 | 0.00% | 4,800 | 500 | 11.6% | $15.12万 | 加仓 |
| IBCA | ISHARES TR | $145.12万 | 0.00% | 56,601 | 23,436 | 70.7% | $60.09万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $145.04万 | 0.00% | 4,884 | 819 | 20.1% | $24.32万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $144.89万 | 0.00% | 82,228 | 46,632 | 131.0% | $82.17万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $144.50万 | 0.00% | 25,638 | -16,702 | -39.4% | -$94.13万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $143.66万 | 0.00% | 23,230 | -4,979 | -17.7% | -$30.79万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $143.61万 | 0.00% | 115,815 | 10,995 | 10.5% | $13.63万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $143.48万 | 0.00% | 42,854 | -153 | -0.4% | -$5,122 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $143.41万 | 0.00% | 5,300 | -10,100 | -65.6% | -$273.30万 | 减仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $142.94万 | 0.00% | 149,520 | -33,931 | -18.5% | -$32.44万 | 减仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $142.68万 | 0.00% | 45,585 | 19,743 | 76.4% | $61.80万 | 加仓 |
| IAG | IAMGOLD CORP | $142.51万 | 0.00% | 75,724 | 2,481 | 3.4% | $4.67万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $142.28万 | 0.00% | 30,917 | -29,622 | -48.9% | -$136.32万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $142.24万 | 0.00% | 52,429 | 41,190 | 366.5% | $111.75万 | 加仓 |
| STNE | STONECO LTD | $142.15万 | 0.00% | 100,674 | 38,918 | 63.0% | $54.95万 | 加仓 |
| — | PUTNAM ETF TRUST | $142.10万 | 0.00% | 170,797 | 38,363 | 29.0% | $31.92万 | 加仓 |
| AI | C3 AI INC | $142.06万 | 0.00% | 168,716 | -15,539 | -8.4% | -$13.08万 | 减仓 |
| — | NUVEEN NEW JERSEY | $141.98万 | 0.00% | 115,428 | 5,414 | 4.9% | $6.66万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $141.81万 | 0.00% | 27,192 | 1,334 | 5.2% | $6.96万 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $141.39万 | 0.00% | 744,144 | -19,962 | -2.6% | -$3.79万 | 减仓 |
| CLMT | CALUMET INC | $141.05万 | 0.00% | 39,289 | -101,288 | -72.1% | -$363.63万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $140.65万 | 0.00% | 44,161 | 470 | 1.1% | $1.50万 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $140.47万 | 0.00% | 575,691 | 1,856 | 0.3% | $4,529 | 加仓 |
| BC | BRUNSWICK CORP | $140.45万 | 0.00% | 19,304 | 2,999 | 18.4% | $21.82万 | 加仓 |
| EMBD | GLOBAL X FDS | $140.37万 | 0.00% | 59,909 | 5,176 | 9.5% | $12.13万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $140.15万 | 0.00% | 132,468 | -16,455 | -11.0% | -$17.41万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $140.12万 | 0.00% | 29,623 | 2,592 | 9.6% | $12.26万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $140.05万 | 0.00% | 11,720 | 2,124 | 22.1% | $25.38万 | 加仓 |
| RSMC | TIDAL TRUST III | $139.76万 | 0.00% | 56,266 | 830 | 1.5% | $2.06万 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $139.67万 | 0.00% | 227,108 | 38,503 | 20.4% | $23.68万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $139.64万 | 0.00% | 54,442 | -528,902 | -90.7% | -$1,356.62万 | 减仓 |
| ALKS | ALKERMES PLC | $139.48万 | 0.00% | 39,447 | -4,795 | -10.8% | -$16.96万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $139.38万 | 0.00% | 39,996 | -1,645 | -4.0% | -$5.73万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $139.08万 | 0.00% | 44,489 | -76 | -0.2% | -$2,376 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $138.99万 | 0.00% | 120,754 | 1,612 | 1.4% | $1.86万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $138.98万 | 0.00% | 58,197 | 9,953 | 20.6% | $23.77万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $138.88万 | 0.00% | 56,171 | 6,831 | 13.8% | $16.89万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $138.79万 | 0.00% | 17,035 | -25,286 | -59.7% | -$206.02万 | 减仓 |
| YORW | YORK WTR CO | $138.71万 | 0.00% | 45,553 | -1,139 | -2.4% | -$3.47万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $138.65万 | 0.00% | 99,889 | -1,981 | -1.9% | -$2.75万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $138.64万 | 0.00% | 38,194 | -412 | -1.1% | -$1.50万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $138.46万 | 0.00% | 49,914 | 1,516 | 3.1% | $4.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $138.46万 | 0.00% | 48,093 | -408 | -0.8% | -$1.17万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $138.31万 | 0.00% | 32,497 | 783 | 2.5% | $3.33万 | 加仓 |
| — | ISHARES TR | $138.13万 | 0.00% | 26,502 | 2,860 | 12.1% | $14.91万 | 加仓 |
| GLOB | GLOBANT S A | $138.12万 | 0.00% | 29,954 | 1,761 | 6.2% | $8.12万 | 加仓 |
| — | EATON VANCE FLOATING RATE IN | $138.11万 | 0.00% | 128,718 | -39,041 | -23.3% | -$41.89万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $138.03万 | 0.00% | 65,233 | -14,388 | -18.1% | -$30.45万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $137.97万 | 0.00% | 131,275 | 5,163 | 4.1% | $5.43万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $137.97万 | 0.00% | 1,500 | 900 | 150.0% | $82.78万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $137.80万 | 0.00% | 29,064 | -2,601 | -8.2% | -$12.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $137.67万 | 0.00% | 62,071 | 62,071 | — | $137.67万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $137.55万 | 0.00% | 3,700 | -5,700 | -60.6% | -$211.90万 | 减仓 |
| DGII | DIGI INTL INC | $137.31万 | 0.00% | 28,487 | 144 | 0.5% | $6,941 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $137.04万 | 0.00% | 20,015 | 774 | 4.0% | $5.30万 | 加仓 |
| — | VANECK ETF TRUST | $136.98万 | 0.00% | 34,063 | 5,745 | 20.3% | $23.10万 | 加仓 |
| OTEX | OPEN TEXT CORP | $136.85万 | 0.00% | 61,532 | 29,014 | 89.2% | $64.53万 | 加仓 |
| — | CALAMOS ETF TR | $136.76万 | 0.00% | 50,859 | -280 | -0.5% | -$7,529 | 减仓 |
| RPAR | TIDAL TRUST I | $136.49万 | 0.00% | 61,318 | -7,964 | -11.5% | -$17.73万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $136.19万 | 0.00% | 30,224 | -55,198 | -64.6% | -$248.72万 | 减仓 |
| VCYT | VERACYTE INC | $136.11万 | 0.00% | 42,256 | -1,279 | -2.9% | -$4.12万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $135.84万 | 0.00% | 5,017 | 2,106 | 72.3% | $57.02万 | 加仓 |
| HRI | HERC HLDGS INC | $135.75万 | 0.00% | 13,636 | 997 | 7.9% | $9.93万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $135.70万 | 0.00% | 77,189 | 57,185 | 285.9% | $100.53万 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $135.67万 | 0.00% | 242,269 | 7,540 | 3.2% | $4.22万 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM | $135.39万 | 0.00% | 134,518 | -6,167 | -4.4% | -$6.21万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $135.16万 | 0.00% | 108,303 | 18,381 | 20.4% | $22.94万 | 加仓 |
| AZZ | AZZ INC | $134.92万 | 0.00% | 10,783 | 190 | 1.8% | $2.38万 | 加仓 |
| — | GLOBAL X FDS | $134.68万 | 0.00% | 37,831 | 5,129 | 15.7% | $18.26万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $134.45万 | 0.00% | 27,200 | -7,944 | -22.6% | -$39.27万 | 减仓 |
| TXG | 10X GENOMICS INC | $134.28万 | 0.00% | 63,249 | 1,214 | 2.0% | $2.58万 | 加仓 |
| LTC | LTC PPTYS INC | $134.10万 | 0.00% | 36,087 | 2,952 | 8.9% | $10.97万 | 加仓 |
| CVSA | COVISTA INC | $133.85万 | 0.00% | 11,614 | 622 | 5.7% | $7.17万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $133.84万 | 0.00% | 48,883 | 6,560 | 15.5% | $17.96万 | 加仓 |
| — | WISDOMTREE TR | $133.83万 | 0.00% | 48,106 | 18,827 | 64.3% | $52.38万 | 加仓 |
| RWT | REDWOOD TRUST INC | $133.82万 | 0.00% | 238,545 | 7,167 | 3.1% | $4.02万 | 加仓 |
| — | AMPLIFY ETF TR | $133.64万 | 0.00% | 43,025 | 1,738 | 4.2% | $5.40万 | 加仓 |
| — | VANECK ETF TRUST | $133.61万 | 0.00% | 62,292 | 1,832 | 3.0% | $3.93万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $133.36万 | 0.00% | 14,745 | 2,416 | 19.6% | $21.85万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $133.13万 | 0.00% | 46,763 | 2,323 | 5.2% | $6.61万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $133.07万 | 0.00% | 90,037 | -13,415 | -13.0% | -$19.83万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $132.68万 | 0.00% | 48,509 | -1,554 | -3.1% | -$4.25万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $132.65万 | 0.00% | 14,240 | 140 | 1.0% | $1.30万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $132.62万 | 0.00% | 33,771 | 33,771 | — | $132.62万 | 新建仓 |
| KN | KNOWLES CORP | $132.53万 | 0.00% | 51,607 | -1,047 | -2.0% | -$2.69万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $132.44万 | 0.00% | 40,800 | 10,148 | 33.1% | $32.94万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $132.39万 | 0.00% | 37,772 | 3,103 | 9.0% | $10.88万 | 加仓 |