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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
$140.34B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 126
减持 15
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$681.4M
8,707,571
+4%
增持
AAPL
APPLE INC
+$598.0M
23,662,389
+3%
增持
IVE
ISHARES TR
+$570.7M
11,014,459
+29%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$560.6M
63,490,640
+21%
增持
GOOG
ALPHABET INC
+$476.1M
6,154,487
+3%
增持
IEMG
ISHARES INC
+$428.5M
52,461,199
+12%
增持
IVV
ISHARES TR
+$421.9M
10,483,060
+4%
增持
LLY
ELI LILLY & CO
+$403.3M
1,172,462
+4%
减持
QUAL
ISHARES TR
-$389.8M
16,176,100
-13%
增持
VOO
VANGUARD INDEX FDS
+$389.4M
6,815,880
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$352.3M
10,364,761
+3%
增持
SPYM
SPDR SERIES TRUST
+$335.8M
51,511,055
+6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$324.3M
45,411,053
+18%
增持
DYNF
BLACKROCK ETF TRUST
+$323.8M
45,131,519
+10%
增持
AMZN
AMAZON COM INC
+$319.2M
16,524,079
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$298.8M
10,730,491
+10%
增持
GLD
SPDR GOLD TR
+$288.3M
4,810,571
+6%
增持
SPYV
SPDR SERIES TRUST
+$276.3M
50,106,607
+8%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$263.0M
30,504,116
+11%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$248.0M
13,119,154
+54%
增持
IEFA
ISHARES TR
+$244.8M
40,788,933
+5%
增持
NFLX
NETFLIX INC
-$226.2M
8,014,577
+883%
增持
AGG
ISHARES TR
+$225.8M
14,085,361
+20%
增持
QQQ
INVESCO QQQ TR
+$212.5M
10,772,687
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$201.4M
37,343,862
+10%
增持
SPYG
SPDR SERIES TRUST
+$197.0M
40,220,777
+3%
增持
AVGO
BROADCOM INC
+$192.2M
6,347,628
+4%
增持
SMH
VANECK ETF TRUST
+$191.4M
2,710,875
+13%
增持
VTI
VANGUARD INDEX FDS
+$191.2M
14,079,780
+2%
减持
SLV
ISHARES SILVER TR
+$185.3M
8,748,745
-2%
增持
MU
MICRON TECHNOLOGY INC
+$172.9M
1,288,498
+11%
增持
GOVT
ISHARES TR
+$171.0M
119,087,423
+7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$167.6M
23,734,177
+19%
增持
RECS
COLUMBIA ETF TR I
+$155.8M
17,374,371
+27%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$151.2M
2,308,689
增持
MTUM
ISHARES TR
+$147.1M
3,291,857
+25%
增持
WMT
WALMART INC
+$145.1M
8,864,299
+8%
增持
ORCL
ORACLE CORP
-$143.0M
2,530,230
+12%
增持
OEF
ISHARES TR
+$142.7M
4,530,269
+7%
增持
IJR
ISHARES TR
+$141.7M
17,525,618
+6%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$136.8M
22,259,688
+30%
增持
IAU
GOLD TR
+$130.2M
13,742,286
+2%
增持
HD
HOME DEPOT INC
-$125.0M
2,170,323
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$124.7M
44,621,823
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$123.5M
6,583,313
+2%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$119.3M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$118.6M
5,042,090
+1%
增持
CAT
CATERPILLAR INC
+$117.2M
1,024,720
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$115.8M
5,870,899
+17%
减持
MSTR
STRATEGY INC
-$113.4M
625,077
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$113.4M
5,462,124
+5%
增持
IJH
ISHARES TR
+$113.3M
29,123,810
+5%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$113.1M
11,418,321
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$112.5M
21,725,623
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
+$109.8M
2,373,398
-4%
增持
IBB
ISHARES TR
+$109.3M
992,799
+146%
减持
SCHD
SCHWAB STRATEGIC TR
-$108.8M
32,153,434
-11%
增持
MBB
ISHARES TR
+$107.1M
27,903,169
+4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$106.2M
23,722,685
+25%
增持
—
EXXON MOBIL CORP
+$104.7M
7,343,196
+6%
减持
XLC
SELECT SECTOR SPDR TR
-$103.7M
5,245,435
-14%
增持
SCHG
SCHWAB STRATEGIC TR
+$102.9M
34,166,654
+8%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$102.3M
12,575,716
+28%
增持
BAI
BLACKROCK ETF TRUST
+$100.7M
23,406,351
+18%
增持
IUSV
ISHARES TR
+$99.4M
16,406,531
+4%
增持
META
META PLATFORMS INC
-$98.6M
3,056,169
+6%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$98.4M
15,366,839
+31%
增持
FDVV
FIDELITY COVINGTON TRUST
+$98.3M
6,160,630
+37%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$97.8M
2,031,014
+9%
增持
PYLD
PIMCO ETF TR
+$97.7M
14,584,034
+34%
建仓
—
TOTALENERGIES SE
+$96.1M
1,469,691
增持
IVW
ISHARES TR
+$93.5M
19,816,481
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$91.5M
15,986,354
+104%
增持
MRK
MERCK & CO INC
+$91.3M
3,555,998
+5%
增持
SGOV
ISHARES TR
+$87.5M
8,796,355
+11%
建仓
UL
UNILEVER PLC
+$87.4M
1,336,926
增持
AVDE
AMERICAN CENTY ETF TR
+$87.0M
3,266,571
+42%
增持
AVEM
AMERICAN CENTY ETF TR
+$86.8M
3,740,586
+40%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$86.1M
5,531,924
+44%
清仓
—
TOTALENERGIES SE
-$85.8M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$85.4M
9,387,074
+25%
增持
ITA
ISHARES TR
+$85.1M
3,152,397
+11%
增持
THRO
BLACKROCK ETF TRUST
+$84.8M
20,374,968
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$84.0M
9,135,043
+22%
增持
SPEM
SPDR INDEX SHS FDS
+$82.3M
15,587,049
+13%
增持
TCAF
T ROWE PRICE ETF INC
+$82.0M
14,929,038
+15%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$82.0M
5,464,769
增持
MSFT
MICROSOFT CORP
-$81.5M
10,028,120
+5%
减持
COST
COSTCO WHSL CORP NEW
-$80.8M
1,079,837
-1%
增持
SLYG
SPDR SERIES TRUST
+$80.4M
4,679,506
+22%
增持
IUSG
ISHARES TR
+$79.8M
14,224,602
+1%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$79.4M
1,699,802
+42%
增持
SYSB
ISHARES TR
+$79.1M
887,775
+13347%
增持
GEV
GE VERNOVA INC
+$79.1M
441,968
+30%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$79.0M
5,486,948
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$78.2M
28,541,648
+0%
增持
GPIX
GOLDMAN SACHS ETF TR
+$77.9M
4,282,956
+51%
增持
VTV
VANGUARD INDEX FDS
+$77.9M
10,741,631
+1%
增持
SPSM
SPDR SERIES TRUST
+$77.7M
26,990,277
+5%
增持
APH
AMPHENOL CORP NEW
+$77.1M
1,534,970
+46%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$76.8M
12,413,458
+42%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$76.4M
9,651,113
+25%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$76.4M
6,922,629
+15%
增持
BINC
BLACKROCK ETF TRUST II
+$74.6M
15,610,462
+11%
增持
SPIB
SPDR SERIES TRUST
+$74.5M
49,056,429
+5%
增持
MUB
ISHARES TR
+$74.2M
11,099,309
+6%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$74.1M
15,068,808
+15%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$73.5M
2,116,045
-42%
增持
TMSL
T ROWE PRICE ETF INC
+$72.9M
4,307,521
+85%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$71.3M
2,019,633
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$71.3M
19,620,900
+8%
减持
USFR
WISDOMTREE TR
-$70.8M
12,854,447
-10%
增持
VFLO
VICTORY PORTFOLIOS II
+$69.9M
12,280,049
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$69.8M
8,174,197
+6%
清仓
—
ISHARES TR
-$69.7M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$69.6M
11,554,356
+8%
增持
CSCO
CISCO SYS INC
+$69.2M
6,395,650
+3%
增持
LVHI
LEGG MASON ETF INVT
+$69.1M
9,973,522
+16%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$69.1M
13,849,090
+21%
增持
FESM
FIDELITY COVINGTON TRUST
+$67.9M
4,286,386
+67%
清仓
—
ISHARES TR
-$67.3M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$66.7M
18,586,676
+6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$66.6M
11,917,365
-9%
增持
VYM
VANGUARD WHITEHALL FDS
+$66.2M
6,820,119
+5%
减持
UBER
UBER TECHNOLOGIES INC
-$66.0M
2,896,256
-6%
增持
DGRO
ISHARES TR
+$65.7M
18,763,346
+3%
增持
AMGN
AMGEN INC
+$65.0M
1,183,152
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$64.4M
455,070
+5%
增持
AXP
AMERICAN EXPRESS CO
+$64.3M
926,208
+11%
增持
ITOT
ISHARES TR
+$63.7M
6,324,224
+5%
增持
RTX
RTX CORPORATION
+$62.7M
2,633,651
+5%
增持
GE
GE AEROSPACE
+$61.9M
1,466,457
+13%
清仓
—
UNILEVER PLC
-$61.9M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$61.5M
33,202,518
+1%
增持
LRCX
LAM RESEARCH CORP
+$60.7M
1,401,146
+5%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$59.3M
3,472,670
+11%
增持
PAAA
PGIM ETF TR
+$58.3M
4,035,122
+40%
增持
IXUS
ISHARES TR
+$57.3M
4,316,974
+16%
增持
VUG
VANGUARD INDEX FDS
+$56.9M
5,490,898
+0%
增持
BUYW
NORTHERN LTS FD TR IV
+$56.9M
14,725,588
+36%
减持
STIP
ISHARES TR
-$56.2M
2,803,155
-16%
增持
TSLA
TESLA INC
+$56.0M
3,246,877
+3%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$54.9M
4,570,226
+12%
减持
EFG
ISHARES TR
-$54.6M
2,156,644
-18%
增持
GS
GOLDMAN SACHS GROUP INC
+$54.1M
483,882
+4%
增持
BOND
PIMCO ETF TR
+$54.1M
2,895,952
+25%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$53.9M
6,262,663
+9%
减持
IGV
ISHARES TR
-$53.9M
1,519,898
-19%
增持
SPTL
SPDR SERIES TRUST
+$53.6M
12,110,309
+22%
增持
SHV
ISHARES TR
+$51.9M
3,063,342
+19%