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LPL Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LPL Financial LLC

报告期 2026-03-31 · CIK 0001403438

持仓数

5,964

前50大市值合计

$140.34B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$7.57B

11,586,990

5.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$6.48B

9,962,967

4.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.09B

10,558,431

4.3%

AAPL APPLE INC

COM

$6.01B

23,695,604

4.3%

NVDA NVIDIA CORPORATION

COM

$5.84B

33,503,160

4.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$4.49B

58,660,538

3.2%

IEFA ISHARES TR

CORE MSCI EAFE

$4.17B

46,029,515

3.0%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$3.90B

39,830,479

2.8%

MSFT MICROSOFT CORP

COM

$3.83B

10,337,597

2.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.83B

6,401,368

2.7%

IEMG ISHARES INC

CORE MSCI EMKT

$3.64B

52,231,526

2.6%

AMZN AMAZON COM INC

COM

$3.49B

16,776,756

2.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.31B

10,325,305

2.4%

GOVT ISHARES TR

US TREAS BD ETF

$3.23B

140,890,662

2.3%

QUAL ISHARES TR

MSCI USA QLT FCT

$3.10B

16,156,372

2.2%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$3.06B

71,850,473

2.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.91B

51,485,691

2.1%

MBB ISHARES TR

MBS ETF

$2.66B

27,984,290

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$2.55B

8,883,479

1.8%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$2.55B

43,801,022

1.8%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$2.50B

10,526,183

1.8%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$2.45B

26,151,759

1.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.36B

20,889,253

1.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.36B

5,395,832

1.7%

IUSG ISHARES TR

CORE S&P US GWT

$2.23B

14,379,337

1.6%

IVE ISHARES TR

S&P 500 VAL ETF

$2.22B

10,505,241

1.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.21B

32,332,134

1.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.19B

11,180,221

1.6%

IUSB ISHARES TR

CORE UNIVRSL USD

$2.18B

47,282,506

1.6%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$2.11B

52,561,577

1.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$2.09B

15,714,943

1.5%

IJR ISHARES TR

CORE S&P SCP ETF

$2.07B

16,639,004

1.5%

AVGO BROADCOM INC

COM

$2.06B

6,643,394

1.5%

GLD SPDR GOLD TR

GOLD SHS

$2.04B

4,735,301

1.5%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$1.84B

16,782,350

1.3%

GOOG ALPHABET INC

CAP STK CL C

$1.79B

6,225,801

1.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.78B

27,795,967

1.3%

META META PLATFORMS INC

CL A

$1.77B

3,087,517

1.3%

IUSV ISHARES TR

CORE S&P US VLU

$1.76B

17,225,624

1.3%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$1.74B

51,974,915

1.2%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$1.74B

38,025,802

1.2%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.64B

3,839,355

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.63B

3,408,718

1.2%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$1.59B

47,103,344

1.1%

JPM JPMORGAN CHASE & CO

COM

$1.59B

5,390,938

1.1%

IJH ISHARES TR

CORE S&P MCP ETF

$1.56B

23,069,377

1.1%

EFV ISHARES TR

EAFE VALUE ETF

$1.55B

20,848,511

1.1%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$1.54B

53,851,890

1.1%

BIL SPDR SERIES TRUST

STATE STREET SPD

$1.54B

16,776,336

1.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.51B

7,002,475

1.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

IVV5.4%SPY4.6%QQQ4.3%AAPL4.3%NVDA4.2%SPYM3.2%