LPL Financial LLC — Q1 2020 13F 持股

Name: LPL Financial LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001403438

申报总市值

US$3765.6亿

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本季完整持股清单

仅显示前 200 大持股（共 3192 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	BND	Vanguard Total Bond Market	ETF-其他	3.23%	—	-1.64%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.85%	-0.41%	-0.13%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.46%	+0.05%	+3.38%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.32%	-0.17%	+19.73%
5	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	2.17%	—	+1.28%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.14%	-0.18%	+0.34%
7	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.93%	—	+1.06%
8	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.76%	—	-7.55%
9	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.72%	—	+7.45%
10	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.70%	—	+0.45%
11	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.62%	-0.11%	-4.16%
12	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.56%	—	-3.76%
13	AAPL	Apple INC	股票-科技	1.42%	-0.16%	+2.09%
14	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.37%	+0.11%	+6.55%
15	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.18%	—	+3.42%
16	VUG	Vanguard Growth ETF	ETF-其他	1.06%	-0.10%	+4.65%
17	VTV	Vanguard Value ETF	ETF-其他	0.99%	—	+4.09%
18	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.98%	-0.15%	+20.80%
19	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.96%	-0.25%	-0.20%
20	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	0.92%	+0.11%	+16.68%
21	MSFT	Microsoft CORP	股票-科技	0.91%	-0.30%	+11.03%
22	AMZN	Amazon.com INC	股票-周期性消费	0.90%	-0.11%	+6.00%
23	FVD	First Trust Value Line Dvd	ETF-其他	0.88%	—	+12.55%
24	IWF	Ishares Russell 1000 Growth	ETF-其他	0.79%	—	-2.17%
25	USHY	Ishares Broad Usd High Yield	ETF-非投资级债	0.77%	—	+3.75%
26	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.77%	—	-6.04%
27	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.73%	—	-2.06%
28	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.70%	—	+0.08%
29	TIP	Ishares Tips Bond ETF	ETF-其他	0.67%	—	-2.92%
30	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.63%	—	-1.39%
31	MBB	Ishares Mbs ETF	ETF-其他	0.59%	—	-0.05%
32	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	0.54%	—	+49.11%
33	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.52%	—	+0.15%
34	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.50%	-0.05%	+1.01%
35	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.50%	—	-15.19%
36	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.49%	—	+0.21%
37	VGT	Vanguard Info Tech ETF	ETF-科技型	0.49%	—	+4.74%
38	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.48%	—	-8.17%
39	XLK	Ss Technology Select Sector	ETF-科技型	0.46%	-0.08%	+16.43%
40	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.45%	—	+19.26%
41	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.42%	—	+0.50%
42	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.42%	—	-12.13%
43	VB	Vanguard Small-cap ETF	ETF-其他	0.42%	—	-0.36%
44	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.42%	—	-23.63%
45	XLV	Ss Health Care Select Sector	ETF-其他	0.42%	—	+11.32%
46	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.41%	—	+15.62%
47	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.41%	—	-0.54%
48	GLD	Spdr Gold Shares	ETF-避险与商品	0.40%	—	+17.93%
49	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	0.40%	—	-2.79%
50	V	Visa Inc-class A Shares	股票-金融	0.38%	—	+4.37%

1–50 of 200

本季持股变动

LPL Financial LLC 于截至 Q1 2020 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	GOVT	Ishares US Treasury Bond ETF	+0.3%	+16.68%	加仓
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.3%	+19.73%	加仓
3	ESGU	Ishares Esg Aware Msci USA	+0.2%	+7109.69%	加仓
4	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.2%	+529.68%	加仓
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.2%	+449.42%	加仓
6	ESGE	Ishares INC Ishares Esg Awar	+0.2%	+4560.56%	加仓
7	QQQ	Invesco Qqq Trust Series 1	+0.1%	+0.34%	加仓
8	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.1%	+230.90%	加仓
9	AAPL	Apple INC	+0.1%	+2.09%	加仓
10	VUG	Vanguard Growth ETF	+0.1%	+4.65%	加仓
11	QUAL	Ishares Msci USA Quality Fac	0%	+7.45%	加仓
12	FVD	First Trust Value Line Dvd	0%	+12.55%	加仓
13	IUSG	Ishares Core S&p U.s. Growth	0%	+0.45%	加仓
14	IWF	Ishares Russell 1000 Growth	0%	-2.17%	减仓
15	VIG	Vanguard Dividend Apprec ETF	0%	+0.08%	加仓
16	USMV	Ishares Msci USA Min Vol Fac	0%	+1.06%	加仓
17	SHY	Ishares 1-3 Year Treasury Bo	0%	-23.63%	减仓
18	SPLV	Invesco S&p 500 Low Volatili	0%	-0.54%	减仓
19	IVW	Ishares S&p 500 Growth ETF	0%	-6.04%	减仓
20	T	At&t INC	0%	+0.85%	加仓
21	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+6.55%	加仓
22	VWO	Vanguard Ftse Emerging Marke	-0.1%	+0.50%	加仓
23	JPM	Jpmorgan Chase & Co	-0.1%	+9.34%	加仓
24	SDY	Ss Spdr S&p Dividend ETF	-0.1%	-2.38%	减仓
25	IVV	Ishares Core S&p 500 ETF	-0.1%	+3.38%	加仓
26	VYM	Vanguard High Dvd Yield ETF	-0.1%	+0.21%	加仓
27	XOM	Exxon Mobil CORP	-0.1%	+11.33%	加仓
28	XLI	Ss Industrial Select Sector	-0.1%	-9.60%	减仓
29	SHV	Ishares 0-1 Year Treasury Bo	-0.1%	-40.05%	减仓
30	VTV	Vanguard Value ETF	-0.1%	+4.09%	加仓
31	ITOT	Ishares Core S&p Total U.s.	-0.1%	-12.13%	减仓
32	VB	Vanguard Small-cap ETF	-0.1%	-0.36%	减仓
33	IWD	Ishares Russell 1000 Value E	-0.1%	-6.31%	减仓
34	EFA	Ishares Msci Eafe ETF	-0.1%	-18.21%	减仓
35	RSP	Invesco S&p 500 Equal Weight	-0.1%	-19.77%	减仓
36	VEA	Vanguard Ftse Developed ETF	-0.1%	-2.06%	减仓
37	DIA	Ss Spdr Dow Jones Indus Avg	-0.1%	-15.47%	减仓
38	XLF	Ss Financial Select Sector	-0.1%	-5.82%	减仓
39	VNQ	Vanguard Real Estate ETF	-0.1%	-20.22%	减仓
40	BA	Boeing Co/the	-0.1%	+10.77%	加仓
41	IVE	Ishares S&p 500 Value ETF	-0.1%	-8.17%	减仓
42	IYR	Ishares US Real Estate ETF	-0.1%	-52.97%	减仓
43	IUSV	Ishares Core S&p U.s. Value	-0.1%	+3.42%	加仓
44	PRF	Invesco Rafi US 1000 ETF	-0.1%	-48.35%	减仓
45	CDL	Victoryshares US Large Cap H	-0.2%	-87.50%	减仓
46	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-0.13%	减仓
47	IWM	Ishares Russell 2000 ETF	-0.2%	-0.20%	减仓
48	IJR	Ishares Core S&p Small-cap E	-0.2%	-15.19%	减仓
49	IEMG	Ishares Core Msci Emerging	-0.3%	-3.76%	减仓
50	IJH	Ishares Core S&p Midcap ETF	-0.4%	-4.16%	减仓