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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $110.71亿 | 2.49% | 14,782,609 | 3,195,619 | 27.6% | $23.93亿 | 加仓 |
| QQQ | INVESCO QQQ TR | $78.11亿 | 1.75% | 10,606,761 | 48,330 | 0.5% | $3,559.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.93亿 | 1.66% | 9,899,502 | -63,465 | -0.6% | -$4,739.38万 | 减仓 |
| AAPL | APPLE INC | $70.19亿 | 1.58% | 24,255,694 | 560,090 | 2.4% | $1.62亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $68.64亿 | 1.54% | 34,302,392 | 799,232 | 2.4% | $1.60亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $55.68亿 | 1.25% | 63,355,614 | 4,695,076 | 8.0% | $4.13亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $48.35亿 | 1.09% | 40,632,371 | 801,892 | 2.0% | $9,541.71万 | 加仓 |
| IEFA | ISHARES TR | $46.13亿 | 1.04% | 47,763,542 | 1,734,027 | 3.8% | $1.67亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $45.49亿 | 1.02% | 6,623,289 | 221,921 | 3.5% | $1.52亿 | 加仓 |
| AMZN | AMAZON COM INC | $40.81亿 | 0.92% | 17,124,075 | 347,319 | 2.1% | $8,278.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $40.14亿 | 0.90% | 10,760,740 | 423,143 | 4.1% | $1.58亿 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $39.95亿 | 0.90% | 81,072,273 | 9,221,800 | 12.8% | $4.54亿 | 加仓 |
| IEMG | ISHARES INC | $39.82亿 | 0.89% | 48,071,491 | -4,160,035 | -8.0% | -$3.45亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.14亿 | 0.86% | 10,308,028 | -17,277 | -0.2% | -$639.32万 | 减仓 |
| GOVT | ISHARES TR | $37.04亿 | 0.83% | 162,613,206 | 21,722,544 | 15.4% | $4.95亿 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.53亿 | 0.80% | 11,727,434 | 1,201,251 | 11.4% | $3.64亿 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $33.18亿 | 0.75% | 48,787,074 | 4,986,052 | 11.4% | $3.39亿 | 加仓 |
| GOOGL | ALPHABET INC | $32.51亿 | 0.73% | 9,098,048 | 214,569 | 2.4% | $7,668.05万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $31.62亿 | 0.71% | 52,010,628 | 524,937 | 1.0% | $3,191.09万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.11亿 | 0.68% | 15,806,183 | 91,240 | 0.6% | $1,738.30万 | 加仓 |
| IVW | ISHARES TR | $29.66亿 | 0.67% | 21,564,794 | 675,541 | 3.2% | $9,290.72万 | 加仓 |
| QUAL | ISHARES TR | $29.26亿 | 0.66% | 13,335,529 | -2,820,843 | -17.5% | -$6.19亿 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.77亿 | 0.65% | 27,064,856 | 913,097 | 3.5% | $9,707.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.74亿 | 0.65% | 33,367,717 | 992,725 | 3.1% | $8,551.33万 | 加仓 |
| IUSB | ISHARES TR | $28.69亿 | 0.64% | 62,170,177 | 14,887,671 | 31.5% | $6.87亿 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $28.32亿 | 0.64% | 34,938,293 | 2,606,159 | 8.1% | $2.11亿 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $28.28亿 | 0.64% | 59,907,998 | 7,346,421 | 14.0% | $3.47亿 | 加仓 |
| IUSG | ISHARES TR | $27.51亿 | 0.62% | 14,626,998 | 247,661 | 1.7% | $4,658.26万 | 加仓 |
| AVGO | BROADCOM INC | $26.00亿 | 0.58% | 6,883,612 | 240,218 | 3.6% | $9,074.23万 | 加仓 |
| MBB | ISHARES TR | $25.64亿 | 0.58% | 27,128,190 | -856,100 | -3.1% | -$8,091.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.97亿 | 0.56% | 11,459,495 | 279,274 | 2.5% | $6,086.22万 | 加仓 |
| IJR | ISHARES TR | $24.22亿 | 0.54% | 16,331,080 | -307,924 | -1.9% | -$4,566.82万 | 减仓 |
| GOOG | ALPHABET INC | $23.04亿 | 0.52% | 6,521,116 | 295,315 | 4.7% | $1.04亿 | 加仓 |
| IVE | ISHARES TR | $21.87亿 | 0.49% | 9,632,373 | -872,868 | -8.3% | -$1.98亿 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.78亿 | 0.49% | 17,043,233 | 260,883 | 1.6% | $3,334.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.24亿 | 0.45% | 28,400,304 | 604,337 | 2.2% | $4,305.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $19.65亿 | 0.44% | 39,005,504 | 979,702 | 2.6% | $4,936.72万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $19.46亿 | 0.44% | 58,146,645 | 6,171,730 | 11.9% | $2.07亿 | 加仓 |
| IUSV | ISHARES TR | $19.21亿 | 0.43% | 17,438,274 | 212,650 | 1.2% | $2,342.34万 | 加仓 |
| IWF | ISHARES TR | $19.18亿 | 0.43% | 15,446,900 | 89,480 | 0.6% | $1,111.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $18.94亿 | 0.43% | 2,887,567 | 62,867 | 2.2% | $4,123.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $17.98亿 | 0.40% | 1,557,834 | 177,455 | 12.9% | $2.05亿 | 加仓 |
| META | META PLATFORMS INC | $17.95亿 | 0.40% | 3,186,464 | 98,947 | 3.2% | $5,573.59万 | 加仓 |
| IJH | ISHARES TR | $17.71亿 | 0.40% | 22,963,213 | -106,164 | -0.5% | -$818.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.52亿 | 0.39% | 3,501,987 | 93,269 | 2.7% | $4,667.09万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $17.34亿 | 0.39% | 47,463,109 | 359,765 | 0.8% | $1,314.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $17.19亿 | 0.39% | 5,252,268 | -138,670 | -2.6% | -$4,539.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $16.88亿 | 0.38% | 7,131,746 | 129,271 | 1.8% | $3,058.81万 | 加仓 |
| GLD | SPDR GOLD TR | $16.48亿 | 0.37% | 4,474,651 | -260,650 | -5.5% | -$9,601.82万 | 减仓 |
| DGRO | ISHARES TR | $16.14亿 | 0.36% | 21,292,882 | 1,056,272 | 5.2% | $8,005.49万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $15.35亿 | 0.34% | 54,077,529 | 225,639 | 0.4% | $640.59万 | 加仓 |
| LLY | ELI LILLY & CO | $15.29亿 | 0.34% | 1,274,807 | 78,111 | 6.5% | $9,368.87万 | 加仓 |
| AGG | ISHARES TR | $15.14亿 | 0.34% | 15,294,726 | 1,416,040 | 10.2% | $1.40亿 | 加仓 |
| TSLA | TESLA INC | $14.97亿 | 0.34% | 3,558,386 | 190,266 | 5.6% | $8,002.59万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $14.52亿 | 0.33% | 25,175,605 | 584,644 | 2.4% | $3,371.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $14.51亿 | 0.33% | 19,768,745 | 675,143 | 3.5% | $4,956.22万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $14.38亿 | 0.32% | 32,330,461 | 4,276,702 | 15.2% | $1.90亿 | 加仓 |
| BIL | SPDR SERIES TRUST | $14.23亿 | 0.32% | 15,528,204 | -1,248,132 | -7.4% | -$1.14亿 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $14.02亿 | 0.31% | 26,585,056 | -780,065 | -2.9% | -$4,112.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.96亿 | 0.31% | 2,402,836 | -22,498 | -0.9% | -$1,306.93万 | 减仓 |
| MUB | ISHARES TR | $13.73亿 | 0.31% | 12,757,070 | 994,686 | 8.5% | $1.07亿 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $13.61亿 | 0.31% | 6,396,698 | -263,828 | -4.0% | -$5,613.47万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.96亿 | 0.29% | 38,293,135 | 1,009,279 | 2.7% | $3,415.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $12.84亿 | 0.29% | 5,055,143 | 156,294 | 3.2% | $3,969.40万 | 加仓 |
| CAT | CATERPILLAR INC | $12.59亿 | 0.28% | 1,182,150 | 82,882 | 7.5% | $8,826.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $12.42亿 | 0.28% | 13,784,927 | 1,619,060 | 13.3% | $1.46亿 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $12.39亿 | 0.28% | 7,669,460 | 876,646 | 12.9% | $1.42亿 | 加仓 |
| VGT | VANGUARD WORLD FD | $12.35亿 | 0.28% | 10,335,429 | 314,757 | 3.1% | $3,761.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $11.58亿 | 0.26% | 14,368,916 | 59,168 | 0.4% | $476.72万 | 加仓 |
| MTUM | ISHARES TR | $11.56亿 | 0.26% | 3,371,900 | 5,530 | 0.2% | $189.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $11.44亿 | 0.26% | 7,241,202 | 481,316 | 7.1% | $7,606.24万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $11.43亿 | 0.26% | 18,594,541 | 1,717,604 | 10.2% | $1.06亿 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $11.23亿 | 0.25% | 26,039,851 | 1,168,999 | 4.7% | $5,043.06万 | 加仓 |
| IWM | ISHARES TR | $11.21亿 | 0.25% | 3,732,504 | -4,736 | -0.1% | -$142.29万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $11.15亿 | 0.25% | 20,847,585 | 3,958,788 | 23.4% | $2.12亿 | 加仓 |
| COWZ | PACER FDS TR | $10.98亿 | 0.25% | 17,650,702 | -955,707 | -5.1% | -$5,944.50万 | 减仓 |
| SGOV | ISHARES TR | $10.95亿 | 0.25% | 10,881,968 | 25,453 | 0.2% | $256.24万 | 加仓 |
| DGRW | WISDOMTREE TR | $10.77亿 | 0.24% | 11,266,011 | -261,070 | -2.3% | -$2,496.35万 | 减仓 |
| ITOT | ISHARES TR | $10.75亿 | 0.24% | 6,546,183 | 616,750 | 10.4% | $1.01亿 | 加仓 |
| EFG | ISHARES TR | $10.74亿 | 0.24% | 8,635,516 | 728,872 | 9.2% | $9,068.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.71亿 | 0.24% | 1,145,398 | 32,276 | 2.9% | $3,019.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $10.68亿 | 0.24% | 19,928,374 | -249,659 | -1.2% | -$1,338.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $10.62亿 | 0.24% | 33,495,236 | 2,633,635 | 8.5% | $8,351.26万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $10.55亿 | 0.24% | 8,857,722 | 524,772 | 6.3% | $6,251.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.52亿 | 0.24% | 2,203,052 | 108,260 | 5.2% | $5,170.17万 | 加仓 |
| IWB | ISHARES TR | $10.42亿 | 0.23% | 2,543,875 | 7,163 | 0.3% | $293.32万 | 加仓 |
| EFV | ISHARES TR | $10.33亿 | 0.23% | 13,493,721 | -7,354,790 | -35.3% | -$5.63亿 | 减仓 |
| ABBV | ABBVIE INC | $10.31亿 | 0.23% | 4,096,323 | 151,057 | 3.8% | $3,801.20万 | 加仓 |
| V | VISA INC | $10.28亿 | 0.23% | 2,996,401 | 67,847 | 2.3% | $2,327.76万 | 加仓 |
| WMT | WALMART INC | $10.22亿 | 0.23% | 9,021,503 | 116,593 | 1.3% | $1,320.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $10.11亿 | 0.23% | 19,992,863 | 91,088 | 0.5% | $460.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.08亿 | 0.23% | 16,888,649 | 545,554 | 3.3% | $3,256.41万 | 加仓 |
| VB | VANGUARD INDEX FDS | $10.01亿 | 0.22% | 3,301,516 | -20,557 | -0.6% | -$623.12万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $9.87亿 | 0.22% | 5,327,652 | 210,663 | 4.1% | $3,902.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $9.81亿 | 0.22% | 7,864,486 | 1,336,636 | 20.5% | $1.67亿 | 加仓 |
| IWD | ISHARES TR | $9.80亿 | 0.22% | 4,042,964 | -241,828 | -5.6% | -$5,862.64万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9.70亿 | 0.22% | 11,734,683 | 508,373 | 4.5% | $4,201.70万 | 加仓 |
| — | EXXON MOBIL CORP | $9.68亿 | 0.22% | 7,082,157 | -42,948 | -0.6% | -$587.18万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $9.39亿 | 0.21% | 21,699,028 | 1,632,049 | 8.1% | $7,063.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $9.31亿 | 0.21% | 18,526,302 | 737,272 | 4.1% | $3,703.32万 | 加仓 |