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 |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | $1.63亿 | 0.04% | 4,104,498 | 254,886 | 6.6% | $1,012.66万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.63亿 | 0.04% | 4,589,170 | 331,736 | 7.8% | $1,174.68万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1.62亿 | 0.04% | 2,701,696 | -94,402 | -3.4% | -$567.54万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1.62亿 | 0.04% | 5,085,492 | 1,749,194 | 52.4% | $5,585.18万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.62亿 | 0.04% | 2,726,479 | 249,214 | 10.1% | $1,484.07万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.62亿 | 0.04% | 5,825,215 | 673,893 | 13.1% | $1,876.79万 | 加仓 |
| GCOW | PACER FDS TR | $1.62亿 | 0.04% | 3,500,487 | 199,411 | 6.0% | $922.08万 | 加仓 |
| PSX | PHILLIPS 66 | $1.62亿 | 0.04% | 887,797 | -6,646 | -0.7% | -$121.08万 | 减仓 |
| USB | US BANCORP | $1.61亿 | 0.04% | 3,087,669 | 146,352 | 5.0% | $761.18万 | 加仓 |
| IGSB | ISHARES TR | $1.58亿 | 0.04% | 3,001,845 | 13,806 | 0.5% | $72.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.58亿 | 0.04% | 4,165,740 | 12,375 | 0.3% | $46.83万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.57亿 | 0.04% | 1,201,556 | 18,288 | 1.5% | $239.61万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.57亿 | 0.04% | 1,083,447 | 10,239 | 1.0% | $148.41万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.57亿 | 0.04% | 3,079,282 | 54,986 | 1.8% | $280.32万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.57亿 | 0.04% | 602,568 | 34,009 | 6.0% | $885.22万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.57亿 | 0.04% | 285,423 | 9,550 | 3.5% | $524.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.56亿 | 0.04% | 2,148,544 | 55,719 | 2.7% | $405.52万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.56亿 | 0.04% | 4,013,581 | 692,682 | 20.9% | $2,698.69万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1.56亿 | 0.04% | 7,652,783 | 368,878 | 5.1% | $753.36万 | 加仓 |
| TIP | ISHARES TR | $1.55亿 | 0.04% | 1,402,159 | 141,881 | 11.3% | $1,565.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.54亿 | 0.04% | 6,221,234 | 136,280 | 2.2% | $337.29万 | 加仓 |
| IDEV | ISHARES TR | $1.53亿 | 0.04% | 1,835,423 | 350,761 | 23.6% | $2,931.31万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1.53亿 | 0.04% | 7,850,659 | 209,088 | 2.7% | $408.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.52亿 | 0.04% | 1,547,042 | 64,096 | 4.3% | $630.58万 | 加仓 |
| OKE | ONEOK INC NEW | $1.51亿 | 0.04% | 1,674,485 | 43,314 | 2.7% | $391.52万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $1.51亿 | 0.04% | 2,987,354 | 146,704 | 5.2% | $740.56万 | 加仓 |
| HEFA | ISHARES TR | $1.51亿 | 0.04% | 3,542,299 | -80,502 | -2.2% | -$342.09万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1.50亿 | 0.04% | 1,568,124 | -181,894 | -10.4% | -$1,745.45万 | 减仓 |
| O | REALTY INCOME CORP | $1.50亿 | 0.04% | 2,452,994 | -181,534 | -6.9% | -$1,110.62万 | 减仓 |
| IOO | ISHARES TR | $1.50亿 | 0.04% | 1,235,986 | 16,753 | 1.4% | $202.66万 | 加仓 |
| DSI | ISHARES TR | $1.49亿 | 0.04% | 1,232,859 | -25,906 | -2.1% | -$313.95万 | 减仓 |
| IJT | ISHARES TR | $1.49亿 | 0.04% | 1,031,245 | 74,139 | 7.7% | $1,072.87万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.49亿 | 0.04% | 166,633 | 4,081 | 2.5% | $365.35万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.47亿 | 0.04% | 849,192 | 314,393 | 58.8% | $5,425.80万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.46亿 | 0.04% | 702,831 | 8,129 | 1.2% | $169.12万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1.46亿 | 0.04% | 3,241,811 | 51,122 | 1.6% | $230.30万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1.46亿 | 0.04% | 5,871,256 | 1,064,622 | 22.1% | $2,639.20万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1.45亿 | 0.04% | 3,962,385 | -345,136 | -8.0% | -$1,265.61万 | 减仓 |
| IJK | ISHARES TR | $1.44亿 | 0.04% | 1,433,081 | -5,448 | -0.4% | -$54.82万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.44亿 | 0.04% | 3,832,606 | 1,065,295 | 38.5% | $3,993.79万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.43亿 | 0.04% | 1,088,754 | -183,764 | -14.4% | -$2,408.78万 | 减仓 |
| CME | CME GROUP INC | $1.43亿 | 0.04% | 482,517 | 89,135 | 22.7% | $2,632.60万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1.42亿 | 0.04% | 2,132,205 | 181,933 | 9.3% | $1,214.77万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1.42亿 | 0.04% | 2,039,976 | 194,397 | 10.5% | $1,355.14万 | 加仓 |
| ARKK | ARK ETF TR | $1.42亿 | 0.04% | 2,103,180 | -49,494 | -2.3% | -$334.53万 | 减仓 |
| IDV | ISHARES TR | $1.42亿 | 0.04% | 3,333,956 | 532,293 | 19.0% | $2,265.44万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1.42亿 | 0.04% | 818,310 | 4,557 | 0.6% | $78.85万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1.41亿 | 0.04% | 4,921,730 | 532,031 | 12.1% | $1,527.99万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.41亿 | 0.04% | 1,011,564 | -70,950 | -6.6% | -$988.83万 | 减仓 |
| CALF | PACER FDS TR | $1.41亿 | 0.04% | 3,137,746 | -429,011 | -12.0% | -$1,924.97万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1.41亿 | 0.04% | 7,170,992 | 432,062 | 6.4% | $847.92万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1.40亿 | 0.04% | 1,465,378 | 99,965 | 7.3% | $956.87万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1.40亿 | 0.04% | 4,878,364 | 1,057,203 | 27.7% | $3,039.46万 | 加仓 |
| MMM | 3M CO | $1.40亿 | 0.04% | 965,523 | -101,103 | -9.5% | -$1,468.32万 | 减仓 |
| DDWM | WISDOMTREE TR | $1.40亿 | 0.04% | 3,167,850 | 766,448 | 31.9% | $3,380.80万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.40亿 | 0.04% | 2,389,825 | 297,055 | 14.2% | $1,736.88万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1.40亿 | 0.04% | 2,745,146 | 89,368 | 3.4% | $454.30万 | 加仓 |
| GARP | ISHARES TR | $1.39亿 | 0.04% | 2,178,040 | 862,074 | 65.5% | $5,514.69万 | 加仓 |
| INTC | INTEL CORP | $1.39亿 | 0.04% | 3,157,066 | 487,147 | 18.2% | $2,149.78万 | 加仓 |
| TTE | TOTALENERGIES SE | $1.39亿 | 0.04% | 1,530,919 | 61,228 | 4.2% | $557.05万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1.39亿 | 0.04% | 3,469,713 | -367,344 | -9.6% | -$1,474.52万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1.39亿 | 0.04% | 4,664,353 | 721,366 | 18.3% | $2,150.39万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1.39亿 | 0.04% | 2,780,162 | 686,798 | 32.8% | $3,431.93万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.39亿 | 0.04% | 1,198,459 | 224,771 | 23.1% | $2,602.17万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.38亿 | 0.04% | 2,355,067 | 353,254 | 17.6% | $2,076.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.38亿 | 0.04% | 7,141,895 | -554,424 | -7.2% | -$1,070.04万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.37亿 | 0.04% | 397,757 | 85,255 | 27.3% | $2,942.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.37亿 | 0.04% | 210,100 | 44,200 | 26.6% | $2,874.50万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.36亿 | 0.04% | 550,907 | 45,429 | 9.0% | $1,122.46万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1.35亿 | 0.04% | 4,033,465 | -149,210 | -3.6% | -$500.30万 | 减仓 |
| PAYX | PAYCHEX INC | $1.34亿 | 0.04% | 1,451,615 | 428,534 | 41.9% | $3,947.65万 | 加仓 |
| XYLD | GLOBAL X FDS | $1.34亿 | 0.04% | 3,417,286 | 166,427 | 5.1% | $651.23万 | 加仓 |
| VLUE | ISHARES TR | $1.34亿 | 0.04% | 939,359 | 401,188 | 74.5% | $5,704.49万 | 加仓 |
| QDPL | PACER FDS TR | $1.33亿 | 0.04% | 3,319,335 | -5,496 | -0.2% | -$22.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.33亿 | 0.04% | 655,251 | -19,064 | -2.8% | -$387.34万 | 减仓 |
| EAGG | ISHARES TR | $1.33亿 | 0.04% | 2,798,226 | 688,351 | 32.6% | $3,273.11万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.33亿 | 0.04% | 2,798,890 | 71,429 | 2.6% | $339.50万 | 加仓 |
| LRGG | NOMURA ETF TR | $1.33亿 | 0.04% | 5,187,330 | -1,994,218 | -27.8% | -$5,108.63万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1.33亿 | 0.04% | 614,658 | -17,408 | -2.8% | -$375.98万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1.32亿 | 0.04% | 3,264,130 | -673,774 | -17.1% | -$2,733.50万 | 减仓 |
| XEL | XCEL ENERGY INC | $1.32亿 | 0.04% | 1,666,224 | -114,435 | -6.4% | -$909.07万 | 减仓 |
| SYK | STRYKER CORPORATION | $1.32亿 | 0.04% | 402,176 | -9,060 | -2.2% | -$297.70万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $1.32亿 | 0.04% | 1,360,284 | 176,654 | 14.9% | $1,713.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.31亿 | 0.03% | 2,674,647 | 192,961 | 7.8% | $944.16万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.31亿 | 0.03% | 307,394 | -12,844 | -4.0% | -$546.31万 | 减仓 |
| RAAX | VANECK ETF TRUST | $1.30亿 | 0.03% | 3,198,721 | 1,392,900 | 77.1% | $5,670.50万 | 加仓 |
| SHYG | ISHARES TR | $1.29亿 | 0.03% | 3,059,355 | 217,870 | 7.7% | $921.81万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.29亿 | 0.03% | 3,354,403 | 983,242 | 41.5% | $3,792.86万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1.29亿 | 0.03% | 5,164,951 | -483,539 | -8.6% | -$1,210.54万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1.29亿 | 0.03% | 1,200,648 | -94,604 | -7.3% | -$1,018.13万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.29亿 | 0.03% | 651,601 | 651,601 | — | $1.29亿 | 新建仓 |
| FDX | FEDEX CORP | $1.27亿 | 0.03% | 356,619 | -25,756 | -6.7% | -$917.38万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.27亿 | 0.03% | 2,289,646 | 191,731 | 9.1% | $1,061.33万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1.26亿 | 0.03% | 2,526,786 | 515,238 | 25.6% | $2,565.11万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.25亿 | 0.03% | 3,510,772 | 72,816 | 2.1% | $258.72万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.24亿 | 0.03% | 3,227,395 | 248,070 | 8.3% | $953.08万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.23亿 | 0.03% | 962,684 | 28,023 | 3.0% | $359.37万 | 加仓 |
| ILCG | ISHARES TR | $1.23亿 | 0.03% | 1,292,391 | -88,760 | -6.4% | -$847.48万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.23亿 | 0.03% | 424,549 | 27,081 | 6.8% | $786.68万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.23亿 | 0.03% | 2,333,518 | 127,123 | 5.8% | $670.96万 | 加仓 |