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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $75.69亿 | 2.01% | 11,586,990 | 1,104,430 | 10.5% | $7.21亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.79亿 | 1.72% | 9,962,967 | -207,794 | -2.0% | -$1.35亿 | 减仓 |
| QQQ | INVESCO QQQ TR | $60.94亿 | 1.62% | 10,558,431 | -170,856 | -1.6% | -$9,861.47万 | 减仓 |
| AAPL | APPLE INC | $60.14亿 | 1.60% | 23,695,604 | 89,415 | 0.4% | $2,269.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $58.43亿 | 1.55% | 33,503,160 | 347,242 | 1.0% | $6,055.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $44.90亿 | 1.19% | 58,660,538 | 7,149,483 | 13.9% | $5.47亿 | 加仓 |
| IEFA | ISHARES TR | $41.67亿 | 1.11% | 46,029,515 | 5,240,582 | 12.8% | $4.74亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $39.00亿 | 1.04% | 39,830,479 | -387,298 | -1.0% | -$3,792.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $38.27亿 | 1.02% | 10,337,597 | 329,577 | 3.3% | $1.22亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $38.25亿 | 1.02% | 6,401,368 | -412,912 | -6.1% | -$2.47亿 | 减仓 |
| IEMG | ISHARES INC | $36.43亿 | 0.97% | 52,231,526 | -229,673 | -0.4% | -$1,601.97万 | 减仓 |
| AMZN | AMAZON COM INC | $34.94亿 | 0.93% | 16,776,756 | 285,977 | 1.7% | $5,956.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.12亿 | 0.88% | 10,325,305 | -3,754,475 | -26.7% | -$12.04亿 | 减仓 |
| GOVT | ISHARES TR | $32.28亿 | 0.86% | 140,890,662 | 21,803,239 | 18.3% | $5.00亿 | 加仓 |
| QUAL | ISHARES TR | $30.99亿 | 0.82% | 16,156,372 | -19,728 | -0.1% | -$378.40万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.57亿 | 0.81% | 71,850,473 | 8,359,833 | 13.2% | $3.56亿 | 加仓 |
| SPYV | SPDR SERIES TRUST | $29.13亿 | 0.77% | 51,485,691 | 1,386,584 | 2.8% | $7,845.29万 | 加仓 |
| MBB | ISHARES TR | $26.57亿 | 0.71% | 27,984,290 | 81,121 | 0.3% | $770.24万 | 加仓 |
| GOOGL | ALPHABET INC | $25.55亿 | 0.68% | 8,883,479 | 187,108 | 2.2% | $5,380.48万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $25.48亿 | 0.68% | 43,801,022 | -1,330,497 | -2.9% | -$7,740.83万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.01亿 | 0.66% | 10,526,183 | -199,708 | -1.9% | -$4,745.46万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $24.51亿 | 0.65% | 26,151,759 | 14,733,438 | 129.0% | $13.81亿 | 加仓 |
| IVW | ISHARES TR | $23.63亿 | 0.63% | 20,889,253 | 1,072,772 | 5.4% | $1.21亿 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.57亿 | 0.63% | 5,395,832 | -95,066 | -1.7% | -$4,152.39万 | 减仓 |
| IUSG | ISHARES TR | $22.30亿 | 0.59% | 14,379,337 | 154,735 | 1.1% | $2,400.09万 | 加仓 |
| IVE | ISHARES TR | $22.18亿 | 0.59% | 10,505,241 | -508,018 | -4.6% | -$1.07亿 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.08亿 | 0.59% | 32,332,134 | 1,828,018 | 6.0% | $1.25亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $21.94亿 | 0.58% | 11,180,221 | 438,590 | 4.1% | $8,605.13万 | 加仓 |
| IUSB | ISHARES TR | $21.84亿 | 0.58% | 47,282,506 | 1,775,051 | 3.9% | $8,198.96万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $21.12亿 | 0.56% | 52,561,577 | 7,150,524 | 15.7% | $2.87亿 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $20.89亿 | 0.55% | 15,714,943 | -262,211 | -1.6% | -$3,484.78万 | 减仓 |
| IJR | ISHARES TR | $20.68亿 | 0.55% | 16,639,004 | -886,614 | -5.1% | -$1.10亿 | 减仓 |
| AVGO | BROADCOM INC | $20.56亿 | 0.55% | 6,643,394 | 299,266 | 4.7% | $9,262.58万 | 加仓 |
| GLD | SPDR GOLD TR | $20.38亿 | 0.54% | 4,735,301 | -73,970 | -1.5% | -$3,182.86万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $18.41亿 | 0.49% | 16,782,350 | 8,608,153 | 105.3% | $9.44亿 | 加仓 |
| GOOG | ALPHABET INC | $17.86亿 | 0.47% | 6,225,801 | 85,514 | 1.4% | $2,453.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $17.81亿 | 0.47% | 27,795,967 | -745,681 | -2.6% | -$4,778.32万 | 减仓 |
| META | META PLATFORMS INC | $17.66亿 | 0.47% | 3,087,517 | 50,848 | 1.7% | $2,909.17万 | 加仓 |
| IUSV | ISHARES TR | $17.61亿 | 0.47% | 17,225,624 | 819,093 | 5.0% | $8,375.23万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $17.43亿 | 0.46% | 51,974,915 | 2,918,486 | 5.9% | $9,788.60万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $17.36亿 | 0.46% | 38,025,802 | 681,940 | 1.8% | $3,113.06万 | 加仓 |
| IWF | ISHARES TR | $16.37亿 | 0.43% | 3,839,355 | 83,696 | 2.2% | $3,568.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.33亿 | 0.43% | 3,408,718 | 41,312 | 1.2% | $1,979.67万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $15.91亿 | 0.42% | 47,103,344 | 2,481,521 | 5.6% | $8,380.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $15.86亿 | 0.42% | 5,390,938 | -68,886 | -1.3% | -$2,026.35万 | 减仓 |
| IJH | ISHARES TR | $15.58亿 | 0.41% | 23,069,377 | -6,054,433 | -20.8% | -$4.09亿 | 减仓 |
| EFV | ISHARES TR | $15.50亿 | 0.41% | 20,848,511 | 1,312,413 | 6.7% | $9,757.79万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $15.43亿 | 0.41% | 53,851,890 | 5,039,791 | 10.3% | $1.44亿 | 加仓 |
| BIL | SPDR SERIES TRUST | $15.37亿 | 0.41% | 16,776,336 | 3,601,119 | 27.3% | $3.30亿 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $15.06亿 | 0.40% | 7,002,475 | 92,654 | 1.3% | $1,992.62万 | 加仓 |
| DGRO | ISHARES TR | $14.20亿 | 0.38% | 20,236,610 | 1,473,264 | 7.9% | $1.03亿 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $14.06亿 | 0.37% | 19,093,602 | 506,926 | 2.7% | $3,733.00万 | 加仓 |
| AGG | ISHARES TR | $13.78亿 | 0.37% | 13,878,686 | -206,675 | -1.5% | -$2,051.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.78亿 | 0.34% | 6,660,526 | 1,173,578 | 21.4% | $2.25亿 | 加仓 |
| TSLA | TESLA INC | $12.52亿 | 0.33% | 3,368,120 | 134,843 | 4.2% | $5,012.79万 | 加仓 |
| MUB | ISHARES TR | $12.49亿 | 0.33% | 11,762,384 | 663,075 | 6.0% | $7,038.54万 | 加仓 |
| — | EXXON MOBIL CORP | $12.09亿 | 0.32% | 7,125,105 | -198,591 | -2.7% | -$3,369.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $11.97亿 | 0.32% | 4,898,849 | -143,241 | -2.8% | -$3,501.38万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $11.88亿 | 0.32% | 24,590,961 | -2,399,316 | -8.9% | -$1.16亿 | 减仓 |
| COWZ | PACER FDS TR | $11.64亿 | 0.31% | 18,606,409 | -102,124 | -0.5% | -$638.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $11.09亿 | 0.29% | 1,113,122 | 46,785 | 4.4% | $4,661.80万 | 加仓 |
| WMT | WALMART INC | $11.07亿 | 0.29% | 8,904,910 | 53,611 | 0.6% | $666.28万 | 加仓 |
| LLY | ELI LILLY & CO | $11.01亿 | 0.29% | 1,196,696 | 25,134 | 2.1% | $2,311.75万 | 加仓 |
| SGOV | ISHARES TR | $10.93亿 | 0.29% | 10,856,515 | 2,060,160 | 23.4% | $2.07亿 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $10.86亿 | 0.29% | 37,283,856 | 3,117,202 | 9.1% | $9,080.41万 | 加仓 |
| SMH | VANECK ETF TRUST | $10.83亿 | 0.29% | 2,824,700 | 114,825 | 4.2% | $4,402.39万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $10.78亿 | 0.29% | 28,053,759 | 4,319,582 | 18.2% | $1.66亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $10.27亿 | 0.27% | 3,577,437 | 295,193 | 9.0% | $8,477.35万 | 加仓 |
| DGRW | WISDOMTREE TR | $10.13亿 | 0.27% | 11,527,081 | -692,506 | -5.7% | -$6,082.97万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $10.07亿 | 0.27% | 19,901,775 | 280,875 | 1.4% | $1,421.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $10.01亿 | 0.27% | 6,759,886 | -60,233 | -0.9% | -$892.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $9.96亿 | 0.26% | 20,178,033 | -1,547,590 | -7.1% | -$7,640.45万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $9.81亿 | 0.26% | 24,870,852 | -21,317 | -0.1% | -$84.05万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $9.47亿 | 0.25% | 30,861,601 | -1,291,833 | -4.0% | -$3,963.34万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $9.46亿 | 0.25% | 15,447,428 | 2,573,216 | 20.0% | $1.58亿 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $9.37亿 | 0.25% | 16,876,937 | 1,993,383 | 13.4% | $1.11亿 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9.29亿 | 0.25% | 11,226,310 | 330,817 | 3.0% | $2,737.51万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $9.28亿 | 0.25% | 6,333,092 | -230,221 | -3.5% | -$3,375.27万 | 减仓 |
| IWM | ISHARES TR | $9.27亿 | 0.25% | 3,737,240 | -3,709,737 | -49.8% | -$9.20亿 | 减仓 |
| IWD | ISHARES TR | $9.16亿 | 0.24% | 4,284,792 | -5,710 | -0.1% | -$122.01万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9.15亿 | 0.24% | 12,165,867 | 248,502 | 2.1% | $1,868.49万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9.08亿 | 0.24% | 16,888,797 | 3,769,643 | 28.7% | $2.03亿 | 加仓 |
| IWB | ISHARES TR | $9.04亿 | 0.24% | 2,536,712 | 85,699 | 3.5% | $3,055.68万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $9.02亿 | 0.24% | 27,365,121 | 3,958,770 | 16.9% | $1.30亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.00亿 | 0.24% | 4,352,184 | 218,175 | 5.3% | $4,514.04万 | 加仓 |
| IAU | GOLD TR | $8.97亿 | 0.24% | 10,179,920 | -3,562,366 | -25.9% | -$3.14亿 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8.89亿 | 0.24% | 17,789,030 | -701,306 | -3.8% | -$3,503.02万 | 减仓 |
| V | VISA INC | $8.85亿 | 0.24% | 2,928,554 | -29,934 | -1.0% | -$904.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.83亿 | 0.23% | 16,343,095 | -135,215 | -0.8% | -$730.84万 | 减仓 |
| EFG | ISHARES TR | $8.81亿 | 0.23% | 7,906,644 | 5,750,000 | 266.6% | $6.40亿 | 加仓 |
| VGT | VANGUARD WORLD FD | $8.74亿 | 0.23% | 1,252,584 | -49,338 | -3.8% | -$3,442.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $8.70亿 | 0.23% | 3,322,073 | -591,321 | -15.1% | -$1.55亿 | 减仓 |
| ABBV | ABBVIE INC | $8.58亿 | 0.23% | 3,945,266 | 92,169 | 2.4% | $2,004.58万 | 加仓 |
| ITOT | ISHARES TR | $8.45亿 | 0.22% | 5,929,433 | -394,791 | -6.2% | -$5,623.01万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $8.28亿 | 0.22% | 5,116,989 | 202,910 | 4.1% | $3,281.66万 | 加仓 |
| TLH | ISHARES TR | $8.27亿 | 0.22% | 8,209,020 | -1,035,977 | -11.2% | -$1.04亿 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $8.19亿 | 0.22% | 15,777,188 | 166,726 | 1.1% | $865.81万 | 加仓 |
| MTUM | ISHARES TR | $8.08亿 | 0.21% | 3,366,370 | 74,513 | 2.3% | $1,788.24万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $8.07亿 | 0.21% | 22,288,405 | 1,913,437 | 9.4% | $6,930.47万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $8.05亿 | 0.21% | 8,332,950 | 3,653,444 | 78.1% | $3.53亿 | 加仓 |