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 |
|---|---|---|---|---|---|---|---|---|
| IBDT | ISHARES TR | $6,366.67万 | 0.02% | 2,513,489 | 248,583 | 11.0% | $629.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,363.92万 | 0.02% | 894,689 | 5,688 | 0.6% | $40.46万 | 加仓 |
| CI | THE CIGNA GROUP | $6,352.09万 | 0.02% | 238,130 | -2,319 | -1.0% | -$61.86万 | 减仓 |
| IRM | IRON MTN INC DEL | $6,345.33万 | 0.02% | 621,238 | -13,561 | -2.1% | -$138.51万 | 减仓 |
| TRFK | PACER FDS TR | $6,336.30万 | 0.02% | 1,018,044 | 94,970 | 10.3% | $591.09万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6,322.67万 | 0.02% | 1,378,389 | 46,385 | 3.5% | $212.77万 | 加仓 |
| CTAS | CINTAS CORP | $6,313.73万 | 0.02% | 373,284 | 25,963 | 7.5% | $439.14万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $6,238.82万 | 0.02% | 601,274 | 143,644 | 31.4% | $1,490.45万 | 加仓 |
| FALN | ISHARES TR | $6,221.04万 | 0.02% | 2,328,235 | -100,817 | -4.2% | -$269.38万 | 减仓 |
| CRWV | COREWEAVE INC | $6,208.20万 | 0.02% | 801,368 | 137,256 | 20.7% | $1,063.32万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $6,174.34万 | 0.02% | 883,311 | 269,586 | 43.9% | $1,884.41万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $6,169.93万 | 0.02% | 1,076,319 | 265,917 | 32.8% | $1,524.35万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,134.29万 | 0.02% | 390,023 | -48,717 | -11.1% | -$766.22万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $6,131.02万 | 0.02% | 1,675,601 | 29,249 | 1.8% | $107.02万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $6,117.29万 | 0.02% | 818,695 | 103,193 | 14.4% | $771.06万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $6,105.68万 | 0.02% | 1,818,249 | 337,791 | 22.8% | $1,134.30万 | 加仓 |
| ICLN | ISHARES TR | $6,096.60万 | 0.02% | 3,333,296 | 296,981 | 9.8% | $543.18万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $6,081.41万 | 0.02% | 2,382,065 | 859,660 | 56.5% | $2,194.71万 | 加仓 |
| IWL | ISHARES TR | $6,062.18万 | 0.02% | 377,756 | 94,189 | 33.2% | $1,511.53万 | 加仓 |
| CIEN | CIENA CORP | $6,056.10万 | 0.02% | 155,993 | 3,388 | 2.2% | $131.53万 | 加仓 |
| QUS | SPDR SERIES TRUST | $6,055.43万 | 0.02% | 352,798 | 19,748 | 5.9% | $338.95万 | 加仓 |
| KKR | KKR & CO INC | $6,054.34万 | 0.02% | 654,524 | -23,737 | -3.5% | -$219.57万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $6,054.18万 | 0.02% | 2,878,145 | 433,899 | 17.8% | $912.71万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $6,053.15万 | 0.02% | 384,987 | 21,921 | 6.0% | $344.66万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $6,043.70万 | 0.02% | 2,527,688 | 943,582 | 59.6% | $2,256.10万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $6,026.93万 | 0.02% | 1,154,806 | 333,508 | 40.6% | $1,740.58万 | 加仓 |
| IYK | ISHARES TR | $6,018.56万 | 0.02% | 859,426 | -85,967 | -9.1% | -$602.03万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $6,017.02万 | 0.02% | 2,492,551 | 1,164,356 | 87.7% | $2,810.76万 | 加仓 |
| GM | GENERAL MTRS CO | $6,008.71万 | 0.02% | 806,538 | -10,874 | -1.3% | -$81.01万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $5,983.51万 | 0.02% | 455,890 | -7,418 | -1.6% | -$97.36万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $5,965.49万 | 0.02% | 1,926,837 | 7,597 | 0.4% | $23.52万 | 加仓 |
| AOM | ISHARES TR | $5,958.01万 | 0.02% | 1,257,761 | -14,962 | -1.2% | -$70.88万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $5,937.98万 | 0.02% | 295,687 | 34,854 | 13.4% | $699.94万 | 加仓 |
| ARKQ | ARK ETF TR | $5,926.70万 | 0.02% | 527,052 | 103,435 | 24.4% | $1,163.13万 | 加仓 |
| ARTY | ISHARES TR | $5,922.07万 | 0.02% | 1,272,742 | 160,045 | 14.4% | $744.69万 | 加仓 |
| XYL | XYLEM INC | $5,916.43万 | 0.02% | 495,099 | 1,669 | 0.3% | $19.94万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,906.71万 | 0.02% | 164,587 | -38,238 | -18.9% | -$1,372.29万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5,898.42万 | 0.02% | 316,219 | -9,248 | -2.8% | -$172.50万 | 减仓 |
| SNDK | SANDISK CORP | $5,898.10万 | 0.02% | 92,834 | 59,342 | 177.2% | $3,770.22万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $5,893.11万 | 0.02% | 155,123 | 25,030 | 19.2% | $950.89万 | 加仓 |
| TRP | TC ENERGY CORP | $5,844.96万 | 0.02% | 933,699 | 49,995 | 5.7% | $312.97万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $5,844.47万 | 0.02% | 3,105,457 | 74,853 | 2.5% | $140.87万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,831.31万 | 0.02% | 120,255 | -30,792 | -20.4% | -$1,493.14万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $5,830.33万 | 0.02% | 2,115,121 | 811,569 | 62.3% | $2,237.09万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,814.80万 | 0.02% | 427,276 | 6,533 | 1.6% | $88.91万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $5,789.28万 | 0.02% | 1,247,690 | 471,610 | 60.8% | $2,188.27万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $5,780.25万 | 0.02% | 5,312,734 | -412,933 | -7.2% | -$449.27万 | 减仓 |
| AGNC | AGNC INVT CORP | $5,769.26万 | 0.02% | 5,752,000 | 3,318,183 | 136.3% | $3,328.14万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $5,768.78万 | 0.02% | 330,381 | 48,836 | 17.3% | $852.73万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $5,759.02万 | 0.02% | 2,191,408 | 602,132 | 37.9% | $1,582.40万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5,735.03万 | 0.02% | 352,969 | 18,030 | 5.4% | $292.95万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $5,705.68万 | 0.02% | 1,015,427 | -179,692 | -15.0% | -$1,009.69万 | 减仓 |
| CERY | SPDR SERIES TRUST | $5,695.52万 | 0.02% | 1,616,210 | 631,679 | 64.2% | $2,226.04万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $5,686.77万 | 0.02% | 792,471 | -2,259 | -0.3% | -$16.21万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5,682.35万 | 0.02% | 847,227 | 68,484 | 8.8% | $459.32万 | 加仓 |
| FEOE | RBB FUND TRUST | $5,674.72万 | 0.02% | 1,124,598 | 423,716 | 60.5% | $2,138.07万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $5,646.82万 | 0.01% | 1,832,787 | 152,313 | 9.1% | $469.28万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $5,641.90万 | 0.01% | 2,324,640 | 596,186 | 34.5% | $1,446.94万 | 加仓 |
| PFXF | VANECK ETF TRUST | $5,641.28万 | 0.01% | 3,216,238 | 254,868 | 8.6% | $447.04万 | 加仓 |
| EPI | WISDOMTREE TR | $5,593.84万 | 0.01% | 1,371,038 | -469,122 | -25.5% | -$1,914.02万 | 减仓 |
| SLQD | ISHARES TR | $5,591.48万 | 0.01% | 1,107,443 | -44,437 | -3.9% | -$224.36万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5,590.15万 | 0.01% | 836,098 | -60,474 | -6.7% | -$404.33万 | 减仓 |
| EDV | VANGUARD WORLD FD | $5,555.99万 | 0.01% | 855,426 | -36,992 | -4.1% | -$240.26万 | 减仓 |
| CTVA | CORTEVA INC | $5,545.81万 | 0.01% | 662,503 | 18,916 | 2.9% | $158.35万 | 加仓 |
| IBDU | ISHARES TR | $5,543.23万 | 0.01% | 2,383,159 | 249,463 | 11.7% | $580.25万 | 加仓 |
| REGL | PROSHARES TR | $5,531.50万 | 0.01% | 640,146 | -64,003 | -9.1% | -$553.05万 | 减仓 |
| HYDB | ISHARES TR | $5,514.93万 | 0.01% | 1,185,496 | 38,528 | 3.4% | $179.23万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $5,503.58万 | 0.01% | 741,323 | 55,715 | 8.1% | $413.63万 | 加仓 |
| IBTG | ISHARES TR | $5,487.85万 | 0.01% | 2,394,873 | 145,020 | 6.4% | $332.31万 | 加仓 |
| RYLD | GLOBAL X FDS | $5,474.13万 | 0.01% | 3,661,623 | 492,396 | 15.5% | $736.13万 | 加仓 |
| WPC | WP CAREY INC | $5,471.01万 | 0.01% | 805,034 | -37,608 | -4.5% | -$255.58万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $5,470.28万 | 0.01% | 1,340,426 | 340,663 | 34.1% | $1,390.25万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $5,465.00万 | 0.01% | 1,183,158 | 188,919 | 19.0% | $872.62万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $5,449.81万 | 0.01% | 1,218,653 | 118,770 | 10.8% | $531.14万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $5,449.21万 | 0.01% | 2,351,333 | -38,639 | -1.6% | -$89.55万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $5,400.32万 | 0.01% | 1,700,889 | 1,124,942 | 195.3% | $3,571.69万 | 加仓 |
| CPLS | AB ACTIVE ETFS INC | $5,386.63万 | 0.01% | 1,527,159 | 227,762 | 17.5% | $803.37万 | 加仓 |
| IWX | ISHARES TR | $5,366.59万 | 0.01% | 579,108 | -61,734 | -9.6% | -$572.09万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $5,360.24万 | 0.01% | 773,484 | -148,793 | -16.1% | -$1,031.14万 | 减仓 |
| SNA | SNAP ON INC | $5,356.12万 | 0.01% | 147,463 | 3,192 | 2.2% | $115.94万 | 加仓 |
| USXF | ISHARES TR | $5,354.75万 | 0.01% | 970,064 | 72,139 | 8.0% | $398.21万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $5,344.21万 | 0.01% | 2,784,894 | 215,509 | 8.4% | $413.56万 | 加仓 |
| ISPY | PROSHARES TR | $5,334.33万 | 0.01% | 1,230,525 | 116,157 | 10.4% | $503.54万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $5,332.87万 | 0.01% | 1,262,817 | 42,113 | 3.4% | $177.84万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,321.44万 | 0.01% | 848,038 | -857,789 | -50.3% | -$5,382.63万 | 减仓 |
| WTPI | WISDOMTREE TR | $5,314.08万 | 0.01% | 1,665,333 | 637,671 | 62.1% | $2,034.81万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $5,309.97万 | 0.01% | 1,772,726 | 397,190 | 28.9% | $1,189.73万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $5,303.17万 | 0.01% | 1,170,678 | -22,235 | -1.9% | -$100.72万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $5,301.45万 | 0.01% | 1,062,894 | 205,955 | 24.0% | $1,027.25万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $5,287.38万 | 0.01% | 2,122,593 | 222,928 | 11.7% | $555.31万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5,278.48万 | 0.01% | 937,397 | 68,751 | 7.9% | $387.14万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $5,276.30万 | 0.01% | 2,188,883 | 142,223 | 6.9% | $342.83万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $5,238.15万 | 0.01% | 1,293,371 | -31,481 | -2.4% | -$127.50万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $5,230.85万 | 0.01% | 1,100,306 | -67,410 | -5.8% | -$320.47万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5,229.84万 | 0.01% | 186,069 | -766 | -0.4% | -$21.53万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,200.82万 | 0.01% | 177,654 | 18,365 | 11.5% | $537.63万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5,196.22万 | 0.01% | 188,830 | -22,188 | -10.5% | -$610.57万 | 减仓 |
| MLPA | GLOBAL X FDS | $5,179.57万 | 0.01% | 961,495 | 152,028 | 18.8% | $818.98万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $5,174.87万 | 0.01% | 1,157,949 | 63,803 | 5.8% | $285.14万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $5,166.83万 | 0.01% | 763,873 | 123,602 | 19.3% | $836.04万 | 加仓 |