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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP 看跌期权 | $42.74万 | 0.00% | 9,200 | -43,700 | -82.6% | -$203.03万 | 重新持有 |
| — | DTF TAX-FREE INCOME 2028 TER | $42.69万 | 0.00% | 37,283 | 19,452 | 109.1% | $22.27万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $42.67万 | 0.00% | 150,256 | -12,091 | -7.4% | -$3.43万 | 减仓 |
| — | EA SERIES TRUST | $42.63万 | 0.00% | 10,390 | 10,390 | — | $42.63万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $42.61万 | 0.00% | 5,729 | 1,635 | 39.9% | $12.16万 | 加仓 |
| SCCR | SCHWAB STRATEGIC TR | $42.60万 | 0.00% | 16,564 | 7,469 | 82.1% | $19.21万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $42.57万 | 0.00% | 16,760 | -18,806 | -52.9% | -$47.77万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $42.53万 | 0.00% | 3,200 | -1,000 | -23.8% | -$13.29万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $42.51万 | 0.00% | 121,813 | 73,109 | 150.1% | $25.52万 | 加仓 |
| BOKF | BOK FINL CORP | $42.48万 | 0.00% | 3,317 | 435 | 15.1% | $5.57万 | 加仓 |
| — | ESCALADE INC | $42.41万 | 0.00% | 24,701 | 809 | 3.4% | $1.39万 | 加仓 |
| — | DBX ETF TR | $42.38万 | 0.00% | 7,701 | 7,701 | — | $42.38万 | 新建仓 |
| VSDB | VANGUARD MALVERN FDS | $42.34万 | 0.00% | 5,553 | 2,448 | 78.8% | $18.67万 | 加仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $42.17万 | 0.00% | 1,100 | 100 | 10.0% | $3.83万 | 加仓 |
| CNS | COHEN & STEERS INC | $42.13万 | 0.00% | 6,735 | 579 | 9.4% | $3.62万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $42.10万 | 0.00% | 14,761 | -4,399 | -23.0% | -$12.55万 | 减仓 |
| ZS | ZSCALER INC 看跌期权 | $42.09万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $42.03万 | 0.00% | 172,250 | 1,500 | 0.9% | $3,660 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.89万 | 0.00% | 12,347 | -734 | -5.6% | -$2.49万 | 减仓 |
| AFIX | ALLSPRING EXCHANGE TRADED FU | $41.87万 | 0.00% | 16,808 | 16,808 | — | $41.87万 | 新建仓 |
| — | LINKBANCORP INC | $41.84万 | 0.00% | 50,171 | 255 | 0.5% | $2,127 | 加仓 |
| OACP | UNIFIED SER TR | $41.77万 | 0.00% | 18,383 | 3,420 | 22.9% | $7.77万 | 加仓 |
| INFQ | INFLEQTION INC | $41.68万 | 0.00% | 42,483 | 42,483 | — | $41.68万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $41.63万 | 0.00% | 8,712 | -1,731 | -16.6% | -$8.27万 | 减仓 |
| CWH | CAMPING WORLD HLDGS INC | $41.61万 | 0.00% | 60,926 | 20,258 | 49.8% | $13.84万 | 加仓 |
| ELE | ELEMENTAL RTY CORP | $41.55万 | 0.00% | 22,056 | 3,587 | 19.4% | $6.76万 | 加仓 |
| MASS | 908 DEVICES INC | $41.49万 | 0.00% | 67,789 | -772 | -1.1% | -$4,725 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $41.48万 | 0.00% | 23,371 | -4,547 | -16.3% | -$8.07万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $41.41万 | 0.00% | 6,425 | -307 | -4.6% | -$1.98万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $41.40万 | 0.00% | 9,500 | -22,222 | -70.1% | -$96.85万 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $41.38万 | 0.00% | 76,631 | -67,473 | -46.8% | -$36.44万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $41.37万 | 0.00% | 14,629 | 14,629 | — | $41.37万 | 新建仓 |
| CLYM | CLIMB BIO INC | $41.36万 | 0.00% | 60,379 | -1,621 | -2.6% | -$1.11万 | 减仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $41.35万 | 0.00% | 38,720 | 38 | 0.1% | $406 | 加仓 |
| BHVN | BIOHAVEN LTD | $41.29万 | 0.00% | 48,801 | 6,626 | 15.7% | $5.61万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $41.25万 | 0.00% | 10,974 | 2,302 | 26.5% | $8.65万 | 加仓 |
| — | MODIV INDUSTRIAL INC | $41.23万 | 0.00% | 28,790 | 613 | 2.2% | $8,778 | 加仓 |
| AEHR | AEHR TEST SYS | $41.21万 | 0.00% | 11,114 | -1,126 | -9.2% | -$4.18万 | 减仓 |
| — | ISHARES TR | $41.18万 | 0.00% | 16,160 | -2,500 | -13.4% | -$6.37万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $41.16万 | 0.00% | 11,285 | 1,639 | 17.0% | $5.98万 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $41.14万 | 0.00% | 113,972 | -61,618 | -35.1% | -$22.24万 | 减仓 |
| REX | REX AMERICAN RES CORP | $41.11万 | 0.00% | 9,021 | -145 | -1.6% | -$6,608 | 减仓 |
| CABO | CABLE ONE INC | $41.04万 | 0.00% | 4,499 | -295 | -6.2% | -$2.69万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $40.97万 | 0.00% | 6,337 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $40.95万 | 0.00% | 24,716 | -3,142 | -11.3% | -$5.21万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $40.93万 | 0.00% | 6,570 | 6,570 | — | $40.93万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.93万 | 0.00% | 12,528 | 0 | 0.0% | — | 不变 |
| — | QUEST RESOURCE HLDG CORP | $40.85万 | 0.00% | 343,280 | 30,800 | 9.9% | $3.67万 | 加仓 |
| PTLO | PORTILLOS INC | $40.79万 | 0.00% | 77,099 | -21,361 | -21.7% | -$11.30万 | 减仓 |
| TV | GRUPO TELEVISA S A B | $40.73万 | 0.00% | 139,972 | 10,788 | 8.4% | $3.14万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $40.69万 | 0.00% | 94,841 | -54,053 | -36.3% | -$23.19万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $40.65万 | 0.00% | 67,530 | -6,867 | -9.2% | -$4.13万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $40.62万 | 0.00% | 67,148 | -14,183 | -17.4% | -$8.58万 | 减仓 |
| AFL | AFLAC INC 看跌期权 | $40.59万 | 0.00% | 3,700 | 1,000 | 37.0% | $10.97万 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $40.59万 | 0.00% | 5,439 | -4,275 | -44.0% | -$31.90万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $40.57万 | 0.00% | 13,654 | 4,130 | 43.4% | $12.27万 | 加仓 |
| KSS | KOHLS CORP | $40.47万 | 0.00% | 31,374 | 616 | 2.0% | $7,946 | 加仓 |
| CAVA | CAVA GROUP INC 看跌期权 | $40.45万 | 0.00% | 5,000 | -3,000 | -37.5% | -$24.27万 | 减仓 |
| RDDT | REDDIT INC 看跌期权 | $40.40万 | 0.00% | 3,000 | 3,000 | — | $40.40万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $40.31万 | 0.00% | 13,683 | 142 | 1.0% | $4,183 | 加仓 |
| — | MIND TECHNOLOGY INC | $40.29万 | 0.00% | 48,250 | 28,514 | 144.5% | $23.81万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $40.26万 | 0.00% | 40,463 | 6,319 | 18.5% | $6.29万 | 加仓 |
| MLAB | MESA LABS INC | $40.26万 | 0.00% | 4,553 | -431 | -8.6% | -$3.81万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC 看跌期权 | $40.20万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $40.17万 | 0.00% | 24,055 | -1,415 | -5.6% | -$2.36万 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $39.87万 | 0.00% | 11,358 | 11,358 | — | $39.87万 | 新建仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $39.81万 | 0.00% | 12,275 | -1,500 | -10.9% | -$4.86万 | 减仓 |
| — | ISHARES TR | $39.69万 | 0.00% | 15,128 | 549 | 3.8% | $1.44万 | 加仓 |
| — | TAYLOR DEVICES INC | $39.68万 | 0.00% | 6,961 | 1,422 | 25.7% | $8.11万 | 加仓 |
| — | MEDIWOUND LTD | $39.63万 | 0.00% | 24,597 | 2,722 | 12.4% | $4.39万 | 加仓 |
| — | EAGLE POINT INCOME COMPANY I | $39.62万 | 0.00% | 41,967 | 2,206 | 5.5% | $2.08万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $39.55万 | 0.00% | 299,597 | 25,350 | 9.2% | $3.35万 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $39.50万 | 0.00% | 70,914 | 4,852 | 7.3% | $2.70万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $39.49万 | 0.00% | 21,230 | -214 | -1.0% | -$3,980 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $39.44万 | 0.00% | 27,539 | 2,919 | 11.9% | $4.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.39万 | 0.00% | 14,636 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCO | $39.33万 | 0.00% | 43,504 | 2,765 | 6.8% | $2.50万 | 加仓 |
| TLTE | FLEXSHARES TR | $39.29万 | 0.00% | 5,846 | -153 | -2.6% | -$1.03万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $39.27万 | 0.00% | 21,623 | 2,692 | 14.2% | $4.89万 | 加仓 |
| SLNZ | TCW ETF TRUST | $39.27万 | 0.00% | 8,671 | -1,541 | -15.1% | -$6.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.26万 | 0.00% | 13,442 | 1,044 | 8.4% | $3.05万 | 加仓 |
| — | ISHARES TR | $39.19万 | 0.00% | 17,525 | -37,732 | -68.3% | -$84.37万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $39.18万 | 0.00% | 8,051 | 879 | 12.3% | $4.28万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $39.12万 | 0.00% | 5,140 | 96 | 1.9% | $7,306 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $39.08万 | 0.00% | 21,771 | -17 | -0.1% | -$305 | 减仓 |
| NGVT | INGEVITY CORP | $39.04万 | 0.00% | 5,481 | 291 | 5.6% | $2.07万 | 加仓 |
| ACLC | AMERICAN CENTY ETF TR | $39.03万 | 0.00% | 5,294 | -1,494 | -22.0% | -$11.01万 | 减仓 |
| NVAX | NOVAVAX INC | $38.91万 | 0.00% | 47,804 | -1,368 | -2.8% | -$1.11万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $38.90万 | 0.00% | 4,211 | -1,002 | -19.2% | -$9.26万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $38.84万 | 0.00% | 10,655 | -1,494 | -12.3% | -$5.45万 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $38.81万 | 0.00% | 64,788 | -3,407 | -5.0% | -$2.04万 | 减仓 |
| PONY | PONY AI INC | $38.80万 | 0.00% | 41,107 | 22,433 | 120.1% | $21.18万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $38.70万 | 0.00% | 28,286 | 1,231 | 4.5% | $1.68万 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $38.69万 | 0.00% | 46,899 | 13,604 | 40.9% | $11.22万 | 加仓 |
| ASTE | ASTEC INDS INC | $38.56万 | 0.00% | 7,162 | -1,139 | -13.7% | -$6.13万 | 减仓 |
| NKE | NIKE INC 看跌期权 | $38.56万 | 0.00% | 7,300 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $38.53万 | 0.00% | 11,799 | -8,235 | -41.1% | -$26.89万 | 减仓 |
| — | STARBOARD INVT TR | $38.52万 | 0.00% | 20,800 | -112 | -0.5% | -$2,074 | 减仓 |
| — | WISDOMTREE TR | $38.52万 | 0.00% | 10,579 | 725 | 7.4% | $2.64万 | 加仓 |
| ESTC | ELASTIC N V | $38.46万 | 0.00% | 7,694 | -316 | -3.9% | -$1.58万 | 减仓 |