LPL Financial LLC — Q4 2014 13F 持股

Name: LPL Financial LLC — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001403438

申报总市值

US$3765.6亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 2722 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	4.50%	-0.17%	+13.45%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.44%	-0.41%	+9.02%
3	✓	Powershares Qqq Trust Ser 1	股票-其他	2.87%	—	+11.10%
4	MDY	State Street Spdr S&p Midcap	ETF-其他	2.24%	—	-9.07%
5	IWF	Ishares Russell 1000 Growth	ETF-其他	1.27%	—	+11.78%
6	AAPL	Apple INC	股票-科技	1.23%	-0.16%	+6.39%
7	BND	Vanguard Total Bond Market	ETF-其他	1.19%	—	+14.02%
8	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	1.18%	—	+17.60%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.14%	+0.05%	+11.60%
10	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.04%	-0.25%	+42.32%
11	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	0.99%	—	+16.37%
12	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.98%	-0.11%	+8.05%
13	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.96%	—	+25.52%
14	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.90%	—	-7.94%
15	EFA	Ishares Msci Eafe ETF	ETF-其他	0.90%	—	+5.05%
16	IWB	Ishares Russell 1000 ETF	ETF-其他	0.88%	—	-2.01%
17	IWD	Ishares Russell 1000 Value E	ETF-其他	0.78%	—	+10.70%
18	XLV	Ss Health Care Select Sector	ETF-其他	0.78%	—	+87.98%
19	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.76%	—	+5.10%
20	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.73%	—	+11.65%
21	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.71%	—	+4.11%
22	MBB	Ishares Mbs ETF	ETF-其他	0.71%	—	+59.91%
23	PFF	Ishares Preferred & Income S	ETF-其他	0.70%	—	+11.46%
24	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.69%	—	+17.14%
25	PKWUSD	Invesco Buyback Achievers Et	ETF-其他	0.63%	—	-50.35%
26	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.59%	—	+15.07%
27	XLI	Ss Industrial Select Sector	ETF-其他	0.58%	—	+3.66%
28	DVY	Ishares Select Dividend ETF	ETF-其他	0.58%	—	+6.39%
29	VUG	Vanguard Growth ETF	ETF-其他	0.56%	-0.10%	+9.20%
30	VNQ	Vanguard Real Estate ETF	ETF-其他	0.54%	—	+8.69%
31	VB	Vanguard Small-cap ETF	ETF-其他	0.53%	—	+4.63%
32	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.52%	—	-18.04%
33	VTV	Vanguard Value ETF	ETF-其他	0.51%	—	+17.07%
34	IYT	Ishares US Transportation Et	ETF-其他	0.50%	—	+112.29%
35	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-其他	0.49%	—	-1.59%
36	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	0.49%	—	+7.01%
37	AEP	American Electric Power Company, Inc.	股票-公用事业	0.48%	—	+0.24%
38	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.47%	—	-4.48%
39	✓	Powershares ETF Tr Ii	ETF-其他	0.46%	—	+47.60%
40	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.45%	+0.11%	-3.18%
41	BWX	State Street Spdr Bloomberg	ETF-其他	0.45%	—	+17.92%
42	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.45%	—	+18.16%
43	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.44%	—	-13.71%
44	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.43%	—	+7.94%
45	JNJ	Johnson & Johnson	股票-医疗保健	0.42%	—	-0.31%
46	XOM	Exxon Mobil CORP	股票-能源	0.42%	+0.08%	+5.10%
47	DXJ	Wisdomtree Japan Hedged Eq	ETF-其他	0.42%	—	-8.52%
48	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.42%	—	+62.52%
49	FEX	First Trust Large Cap Core A	ETF-大型股与成长	0.40%	—	+12.02%
50	XLF	Ss Financial Select Sector	ETF-其他	0.38%	-0.06%	-0.71%

1–50 of 200

本季持股变动

LPL Financial LLC 于截至 Q4 2014 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.4%	+13.45%	加仓
2	XLV	Ss Health Care Select Sector	+0.4%	+87.98%	加仓
3	IWM	Ishares Russell 2000 ETF	+0.3%	+42.32%	加仓
4	IYT	Ishares US Transportation Et	+0.3%	+112.29%	加仓
5	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+9.02%	加仓
6	MBB	Ishares Mbs ETF	+0.2%	+59.91%	加仓
7	✓	Powershares Qqq Trust Ser 1	+0.2%	+11.10%	加仓
8	TLT	Ishares 20+ Year Treasury Bd	+0.2%	+62.52%	加仓
9	UBS	UBS Group AG	+0.2%	+3562.13%	加仓
10	✓	Powershares ETF Tr Ii	+0.2%	+47.60%	加仓
11	KMI	Kinder Morgan INC	+0.2%	+165.28%	加仓
12	FV	First Trust Dw Focus 5 Fund	+0.1%	+120.40%	加仓
13	AGG	Ishares Core U.s. Aggregate	+0.1%	+25.52%	加仓
14	SCHD	Schwab U.S. Dividend Equity ETF	+0.1%	+16.37%	加仓
15	XLP	Ss Consumer Staples Sel Sect	+0.1%	+65.41%	加仓
16	DGRW	Wisdomtree U.s. Quality Divi	+0.1%	+1591.81%	加仓
17	IWF	Ishares Russell 1000 Growth	+0.1%	+11.78%	加仓
18	AAPL	Apple INC	+0.1%	+6.39%	加仓
19	IEF	Ishares 7-10 Year Treasury B	+0.1%	+100.09%	加仓
20	IYR	Ishares US Real Estate ETF	+0.1%	+71.44%	加仓
21	IVV	Ishares Core S&p 500 ETF	+0.1%	+11.60%	加仓
22	IJR	Ishares Core S&p Small-cap E	+0.1%	+11.65%	加仓
23	IVW	Ishares S&p 500 Growth ETF	+0.1%	+17.14%	加仓
24	DIA	Ss Spdr Dow Jones Indus Avg	+0.1%	+36.98%	加仓
25	USLV	VelocityShares 3x Long Silver ETN Linked to the S&P GSCI Silver Index ER	+0.1%	+817.37%	加仓
26	MINT	Pimco Enhanced Short Maturit	+0.1%	+48.10%	加仓
27	USMV	Ishares Msci USA Min Vol Fac	+0.1%	+72.39%	加仓
28	BND	Vanguard Total Bond Market	+0.1%	+14.02%	加仓
29	IJH	Ishares Core S&p Midcap ETF	+0.1%	+8.05%	加仓
30	VNQ	Vanguard Real Estate ETF	+0.1%	+8.69%	加仓
31	VTV	Vanguard Value ETF	+0.1%	+17.07%	加仓
32	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	+0.1%	+17.60%	加仓
33	IWD	Ishares Russell 1000 Value E	+0.1%	+10.70%	加仓
34	EEMV	Ishares Msci Emg Mkt Min Vol	-0.1%	-47.94%	减仓
35	IYM	Ishares U.s. Basic Materials	-0.1%	-78.58%	减仓
36	ACWI	iShares MSCI ACWI ETF	-0.1%	-82.71%	减仓
37	IYF	Ishares US Financials ETF	-0.1%	-77.80%	减仓
38	✓	Credit Suisse Nassau Brh Etn L	-0.1%	-55.83%	减仓
39	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.1%	-21.36%	减仓
40	EMB	Ishares Jp Morgan Usd Emergi	-0.2%	-68.91%	减仓
41	XHB	Ss Spdr S&p Homebldrs ETF	-0.2%	-74.84%	减仓
42	VCSH	Vanguard S/t CORP Bond ETF	-0.2%	-18.04%	减仓
43	EWC	Ishares Msci Canada ETF	-0.2%	-92.78%	减仓
44	GLD	Spdr Gold Shares	-0.3%	-68.67%	减仓
45	PKWUSD	Invesco Buyback Achievers Et	-0.7%	-50.35%	减仓
46	HEWJ	Isha Curr Hedged Msci Japan	—	NEW	新建仓
47	KMI	Kinder Morgan, Inc.	—	EXIT	清仓
48	HTAEUR	Healthcare Trust Of Ame-cl A	—	NEW	新建仓
49	✓	Healthcare Trust Of America	—	EXIT	清仓
50	WBA	Walgreens Boots Alliance INC	—	NEW	新建仓