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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $1.95亿 | 0.04% | 6,260,653 | 435,438 | 7.5% | $1,354.21万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1.94亿 | 0.04% | 7,550,294 | 668,447 | 9.7% | $1,719.91万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1.94亿 | 0.04% | 2,266,094 | 70,559 | 3.2% | $604.48万 | 加仓 |
| USB | US BANCORP | $1.93亿 | 0.04% | 3,203,593 | 115,924 | 3.8% | $700.18万 | 加仓 |
| ICSH | ISHARES TR | $1.93亿 | 0.04% | 3,824,663 | 450,234 | 13.3% | $2,277.28万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1.93亿 | 0.04% | 3,799,286 | 1,019,124 | 36.7% | $5,180.21万 | 加仓 |
| CRM | SALESFORCE INC | $1.92亿 | 0.04% | 1,227,518 | -102,185 | -7.7% | -$1,600.83万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $1.92亿 | 0.04% | 7,676,050 | 755,009 | 10.9% | $1,889.79万 | 加仓 |
| CLIP | GLOBAL X FDS | $1.92亿 | 0.04% | 1,909,378 | 94,122 | 5.2% | $944.42万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $1.91亿 | 0.04% | 1,503,733 | 143,449 | 10.5% | $1,826.68万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1.91亿 | 0.04% | 3,775,096 | 322,349 | 9.3% | $1,634.63万 | 加仓 |
| SHOP | SHOPIFY INC | $1.89亿 | 0.04% | 1,658,508 | 192,723 | 13.1% | $2,200.51万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.89亿 | 0.04% | 1,158,233 | 74,786 | 6.9% | $1,222.38万 | 加仓 |
| IJT | ISHARES TR | $1.89亿 | 0.04% | 1,056,380 | 25,135 | 2.4% | $448.91万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1.88亿 | 0.04% | 5,739,104 | 1,074,751 | 23.0% | $3,527.33万 | 加仓 |
| PLD | PROLOGIS INC. | $1.88亿 | 0.04% | 1,389,059 | 112,154 | 8.8% | $1,519.35万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.88亿 | 0.04% | 3,265,381 | 52,612 | 1.6% | $303.15万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1.88亿 | 0.04% | 3,310,164 | 1,145,809 | 52.9% | $6,507.05万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.87亿 | 0.04% | 705,057 | -25,027 | -3.4% | -$662.51万 | 减仓 |
| IGSB | ISHARES TR | $1.85亿 | 0.04% | 3,525,156 | 523,311 | 17.4% | $2,742.67万 | 加仓 |
| DDWM | WISDOMTREE TR | $1.84亿 | 0.04% | 3,980,772 | 812,922 | 25.7% | $3,754.07万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.84亿 | 0.04% | 5,216,503 | 1,270,696 | 32.2% | $4,477.93万 | 加仓 |
| IDEV | ISHARES TR | $1.84亿 | 0.04% | 2,064,106 | 228,683 | 12.5% | $2,035.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.82亿 | 0.04% | 3,093,781 | 367,302 | 13.5% | $2,166.35万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1.82亿 | 0.04% | 6,291,989 | 1,413,625 | 29.0% | $4,079.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.81亿 | 0.04% | 810,178 | 154,927 | 23.6% | $3,469.59万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1.81亿 | 0.04% | 2,645,578 | -56,118 | -2.1% | -$384.63万 | 减仓 |
| MCK | MCKESSON CORP | $1.81亿 | 0.04% | 239,295 | -6,780 | -2.8% | -$512.30万 | 减仓 |
| USIG | ISHARES TR | $1.81亿 | 0.04% | 3,519,315 | 55,033 | 1.6% | $282.26万 | 加仓 |
| RAAX | VANECK ETF TRUST | $1.80亿 | 0.04% | 4,526,966 | 1,328,245 | 41.5% | $5,269.15万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.79亿 | 0.04% | 449,091 | 11,075 | 2.5% | $440.43万 | 加仓 |
| VPU | VANGUARD WORLD FD | $1.78亿 | 0.04% | 910,692 | 16,606 | 1.9% | $325.03万 | 加仓 |
| URI | UNITED RENTALS INC | $1.78亿 | 0.04% | 157,092 | -9,571 | -5.7% | -$1,084.29万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1.77亿 | 0.04% | 5,526,216 | 440,724 | 8.7% | $1,409.88万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1.76亿 | 0.04% | 2,260,945 | 128,740 | 6.0% | $1,004.56万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1.76亿 | 0.04% | 1,628,253 | 378,073 | 30.2% | $4,076.38万 | 加仓 |
| DSI | ISHARES TR | $1.75亿 | 0.04% | 1,229,365 | -3,494 | -0.3% | -$49.75万 | 减仓 |
| IEUR | ISHARES TR | $1.75亿 | 0.04% | 2,327,496 | -539,763 | -18.8% | -$4,057.40万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.75亿 | 0.04% | 2,369,228 | -61,419 | -2.5% | -$453.27万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $1.74亿 | 0.04% | 2,919,275 | -68,079 | -2.3% | -$405.07万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.74亿 | 0.04% | 1,685,320 | 49,082 | 3.0% | $505.79万 | 加仓 |
| IJK | ISHARES TR | $1.73亿 | 0.04% | 1,476,497 | 43,416 | 3.0% | $510.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.73亿 | 0.04% | 1,604,877 | 57,835 | 3.7% | $621.73万 | 加仓 |
| IOO | ISHARES TR | $1.72亿 | 0.04% | 1,261,279 | 25,293 | 2.0% | $345.50万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1.72亿 | 0.04% | 6,833,994 | 962,738 | 16.4% | $2,423.21万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1.72亿 | 0.04% | 2,270,178 | 230,202 | 11.3% | $1,744.24万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1.72亿 | 0.04% | 4,356,684 | 252,186 | 6.1% | $995.38万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1.71亿 | 0.04% | 2,891,440 | 582,095 | 25.2% | $3,452.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.71亿 | 0.04% | 1,850,432 | 56,711 | 3.2% | $523.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.70亿 | 0.04% | 334,251 | 25,150 | 8.1% | $1,280.91万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1.70亿 | 0.04% | 1,698,530 | -145,770 | -7.9% | -$1,460.03万 | 减仓 |
| ARKK | ARK ETF TR | $1.69亿 | 0.04% | 2,087,363 | -15,817 | -0.8% | -$127.83万 | 减仓 |
| EMR | EMERSON ELEC CO | $1.68亿 | 0.04% | 1,174,701 | -26,855 | -2.2% | -$384.43万 | 减仓 |
| IHDG | WISDOMTREE TR | $1.67亿 | 0.04% | 3,182,488 | -592,060 | -15.7% | -$3,101.21万 | 减仓 |
| TIP | ISHARES TR | $1.65亿 | 0.04% | 1,510,026 | 107,867 | 7.7% | $1,180.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.65亿 | 0.04% | 2,219,798 | 71,254 | 3.3% | $529.70万 | 加仓 |
| GCOW | PACER FDS TR | $1.64亿 | 0.04% | 3,798,776 | 298,289 | 8.5% | $1,291.59万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1.64亿 | 0.04% | 8,069,411 | 416,628 | 5.4% | $848.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.64亿 | 0.04% | 167,755 | 1,122 | 0.7% | $109.75万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.64亿 | 0.04% | 1,197,999 | 109,245 | 10.0% | $1,494.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.63亿 | 0.04% | 325,602 | -11,673 | -3.5% | -$585.24万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.63亿 | 0.04% | 602,454 | -114 | -0.0% | -$3.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $1.63亿 | 0.04% | 1,567,253 | 103,182 | 7.0% | $1,072.68万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $1.63亿 | 0.04% | 5,700,107 | 1,131,449 | 24.8% | $3,232.55万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.63亿 | 0.04% | 3,749,879 | 395,476 | 11.8% | $1,717.16万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.62亿 | 0.04% | 2,999,878 | 200,988 | 7.2% | $1,085.94万 | 加仓 |
| HEFA | ISHARES TR | $1.61亿 | 0.04% | 3,434,779 | -107,520 | -3.0% | -$504.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.61亿 | 0.04% | 1,555,458 | 110,500 | 7.6% | $1,143.12万 | 加仓 |
| CALF | PACER FDS TR | $1.60亿 | 0.04% | 3,165,036 | 27,290 | 0.9% | $138.11万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1.59亿 | 0.04% | 8,421,429 | -205,110 | -2.4% | -$386.73万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.57亿 | 0.04% | 3,079,442 | 160 | 0.0% | $8,160 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.57亿 | 0.04% | 2,536,967 | 147,142 | 6.2% | $908.75万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.57亿 | 0.04% | 4,261,876 | 96,136 | 2.3% | $353.40万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1.57亿 | 0.04% | 6,248,391 | 1,083,440 | 21.0% | $2,716.18万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.57亿 | 0.04% | 1,340,850 | 142,391 | 11.9% | $1,662.70万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.57亿 | 0.04% | 3,334,790 | 1,661,136 | 99.3% | $7,797.37万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1.56亿 | 0.04% | 6,046,346 | 1,366,738 | 29.2% | $3,533.02万 | 加仓 |
| QDPL | PACER FDS TR | $1.56亿 | 0.04% | 3,460,154 | 140,819 | 4.2% | $634.67万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1.55亿 | 0.03% | 562,832 | -38,442 | -6.4% | -$1,061.65万 | 减仓 |
| O | REALTY INCOME CORP | $1.55亿 | 0.03% | 2,494,326 | 41,332 | 1.7% | $256.09万 | 加仓 |
| EMEQ | NOMURA ETF TR | $1.54亿 | 0.03% | 2,110,053 | 559,458 | 36.1% | $4,076.21万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $1.53亿 | 0.03% | 3,046,221 | -201,851 | -6.2% | -$1,016.12万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1.53亿 | 0.03% | 2,438,303 | 83,236 | 3.5% | $523.47万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1.53亿 | 0.03% | 2,641,550 | -461,776 | -14.9% | -$2,672.99万 | 减仓 |
| IDV | ISHARES TR | $1.52亿 | 0.03% | 3,678,911 | 344,955 | 10.3% | $1,429.15万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.52亿 | 0.03% | 1,040,651 | 77,967 | 8.1% | $1,141.02万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.52亿 | 0.03% | 2,878,360 | 203,713 | 7.6% | $1,074.79万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.52亿 | 0.03% | 582,130 | 31,223 | 5.7% | $813.17万 | 加仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $1.51亿 | 0.03% | 6,067,350 | 1,221,698 | 25.2% | $3,045.69万 | 加仓 |
| EAGG | ISHARES TR | $1.51亿 | 0.03% | 3,183,154 | 384,928 | 13.8% | $1,824.94万 | 加仓 |
| IBB | ISHARES TR | $1.50亿 | 0.03% | 789,395 | 64,406 | 8.9% | $1,224.94万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.49亿 | 0.03% | 1,226,242 | 155,023 | 14.5% | $1,882.29万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.48亿 | 0.03% | 2,748,495 | 414,977 | 17.8% | $2,241.71万 | 加仓 |
| PSX | PHILLIPS 66 | $1.48亿 | 0.03% | 876,262 | -11,535 | -1.3% | -$195.00万 | 减仓 |
| PAYX | PAYCHEX INC | $1.48亿 | 0.03% | 1,503,466 | 51,851 | 3.6% | $509.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.48亿 | 0.03% | 3,963,122 | 452,350 | 12.9% | $1,685.46万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1.47亿 | 0.03% | 7,504,308 | 333,316 | 4.6% | $653.80万 | 加仓 |
| ILCG | ISHARES TR | $1.47亿 | 0.03% | 1,257,846 | -34,545 | -2.7% | -$404.25万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1.45亿 | 0.03% | 7,448,624 | -402,035 | -5.1% | -$784.97万 | 减仓 |
| OKE | ONEOK INC NEW | $1.45亿 | 0.03% | 1,662,568 | -11,917 | -0.7% | -$103.61万 | 减仓 |