LPL Financial LLC — Q1 2015 13F 持股

Name: LPL Financial LLC — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001403438

申報總市值

US$3765.6億

← 回到最新季度

本季完整持股清單

僅顯示前 200 大持股（共 2780 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.43%	-0.41%	+6.01%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	3.17%	-0.17%	-24.65%
3	✓	Powershares Qqq Trust Ser 1	股票-其他	2.67%	—	-2.06%
4	MDY	State Street Spdr S&p Midcap	ETF-其他	2.67%	—	+22.02%
5	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.39%	-0.25%	+38.46%
6	IWF	Ishares Russell 1000 Growth	ETF-其他	1.31%	—	+7.03%
7	AAPL	Apple INC	股票-科技	1.30%	-0.16%	+0.58%
8	MBB	Ishares Mbs ETF	ETF-其他	1.29%	—	+94.31%
9	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	1.25%	—	+12.24%
10	BND	Vanguard Total Bond Market	ETF-其他	1.15%	—	+2.51%
11	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.12%	+0.05%	+5.68%
12	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.05%	—	+16.01%
13	EFA	Ishares Msci Eafe ETF	ETF-其他	1.05%	—	+17.91%
14	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.04%	-0.11%	+8.53%
15	XLV	Ss Health Care Select Sector	ETF-其他	0.94%	—	+23.25%
16	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	0.92%	—	-0.69%
17	IWB	Ishares Russell 1000 ETF	ETF-其他	0.81%	—	-2.61%
18	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.79%	—	+85.93%
19	IWD	Ishares Russell 1000 Value E	ETF-其他	0.75%	—	+5.39%
20	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.73%	—	+4.13%
21	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.69%	—	+339.40%
22	PFF	Ishares Preferred & Income S	ETF-其他	0.69%	—	+4.90%
23	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.69%	—	-0.23%
24	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.68%	—	-3.52%
25	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.61%	—	-6.58%
26	DVY	Ishares Select Dividend ETF	ETF-其他	0.58%	—	+10.22%
27	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.58%	—	+286.53%
28	VNQ	Vanguard Real Estate ETF	ETF-其他	0.56%	—	+7.64%
29	VUG	Vanguard Growth ETF	ETF-其他	0.55%	-0.10%	+2.90%
30	VB	Vanguard Small-cap ETF	ETF-其他	0.53%	—	+1.71%
31	VTV	Vanguard Value ETF	ETF-其他	0.53%	—	+13.44%
32	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	0.52%	—	+10.70%
33	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.49%	—	+18.24%
34	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.49%	—	+88.39%
35	PKWUSD	Invesco Buyback Achievers Et	ETF-其他	0.47%	—	-22.46%
36	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.45%	+0.11%	+0.70%
37	✓	Powershares ETF Tr Ii	ETF-其他	0.45%	—	+6.27%
38	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.45%	-0.15%	+106.63%
39	AEP	American Electric Power Company, Inc.	股票-公用事業	0.45%	—	+0.34%
40	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-其他	0.44%	—	-4.92%
41	XLI	Ss Industrial Select Sector	ETF-其他	0.42%	—	-20.05%
42	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.42%	—	-2.02%
43	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.42%	—	+13.94%
44	IYT	Ishares US Transportation Et	ETF-其他	0.42%	—	-6.49%
45	FEX	First Trust Large Cap Core A	ETF-大型股與成長	0.40%	—	+5.96%
46	JNJ	Johnson & Johnson	股票-醫療保健	0.40%	—	+7.10%
47	BWX	State Street Spdr Bloomberg	ETF-其他	0.40%	—	-1.48%
48	EZU	Ishares Msci Eurozone ETF	ETF-其他	0.40%	—	+17.45%
49	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.40%	—	-31.65%
50	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.39%	—	+2.45%

1–50 of 200

本季持股變動

LPL Financial LLC 於截至 Q1 2015 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	MBB	Ishares Mbs ETF	+0.6%	+94.31%	加碼
2	IJK	Ishares S&p Mid-cap 400 Grow	+0.5%	+339.40%	加碼
3	MDY	State Street Spdr S&p Midcap	+0.4%	+22.02%	加碼
4	XLY	Ss Consumer Disc Select Sect	+0.4%	+286.53%	加碼
5	IWM	Ishares Russell 2000 ETF	+0.4%	+38.46%	加碼
6	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.4%	+85.93%	加碼
7	HEDJ	Wisdomtree Europe Hedged Equ	+0.3%	+557.04%	加碼
8	IAUUSD	Ishares Gold Trust	+0.3%	+234.28%	加碼
9	FV	First Trust Dw Focus 5 Fund	+0.2%	+88.39%	加碼
10	VOO	Vanguard S&p 500 ETF	+0.2%	+106.63%	加碼
11	IJT	Ishares S&p Small-cap 600 Gr	+0.2%	+117.52%	加碼
12	XLV	Ss Health Care Select Sector	+0.2%	+23.25%	加碼
13	EFA	Ishares Msci Eafe ETF	+0.2%	+17.91%	加碼
14	DBEF	Xtrackers Msci Eafe Hedged E	+0.1%	+222.98%	加碼
15	UPS	United Parcel Service, Inc.	+0.1%	+518.84%	加碼
16	BIV	Vanguard Intermediate-term B	+0.1%	+138.71%	加碼
17	IBB	Ishares Biotechnology ETF	+0.1%	+33.73%	加碼
18	AGG	Ishares Core U.s. Aggregate	+0.1%	+16.01%	加碼
19	IYH	Ishares U.s. Healthcare ETF	+0.1%	+44.36%	加碼
20	SCZ	Ishares Msci Eafe Small-cap	+0.1%	+268.68%	加碼
21	IWP	Ishares Russell Mid-cap Grow	+0.1%	+37.67%	加碼
22	IYJ	Ishares U.s. Industrials ETF	+0.1%	+138.60%	加碼
23	AAPL	Apple INC	+0.1%	+0.58%	加碼
24	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	+0.1%	+12.24%	加碼
25	FXH	First Trust Health Care Alph	+0.1%	+27.24%	加碼
26	XLE	Ss Energy Select Sector	+0.1%	+40.51%	加碼
27	IJH	Ishares Core S&p Midcap ETF	+0.1%	+8.53%	加碼
28	EZU	Ishares Msci Eurozone ETF	+0.1%	+17.45%	加碼
29	IEF	Ishares 7-10 Year Treasury B	+0.1%	+35.06%	加碼
30	ICF	Ishares Select U.s. Reit ETF	+0.1%	+55.77%	加碼
31	DIS	Walt Disney Co/the	+0.1%	+13.81%	加碼
32	IWF	Ishares Russell 1000 Growth	0%	+7.03%	加碼
33	VTI	Vanguard Total Stock Mkt ETF	0%	+6.01%	加碼
34	IYW	Ishares Ustechnology ETF	-0.1%	-44.21%	減碼
35	PRFUSD	Invesco Ftse Rafi US 1000 Et	-0.1%	-41.85%	減碼
36	USLV	VelocityShares 3x Long Silver ETN Linked to the S&P GSCI Silver Index ER	-0.1%	-90.35%	減碼
37	AMLPUSD	Alerian Mlp ETF	-0.1%	-19.17%	減碼
38	IGIB	Ishares 5-10y Inv Grade CORP	-0.1%	-57.34%	減碼
39	KRE	Ss Spdr S&p Regional Bank	-0.1%	-50.21%	減碼
40	DIA	Ss Spdr Dow Jones Indus Avg	-0.1%	-26.74%	減碼
41	PKWUSD	Invesco Buyback Achievers Et	-0.2%	-22.46%	減碼
42	XLI	Ss Industrial Select Sector	-0.2%	-20.05%	減碼
43	MINT	Pimco Enhanced Short Maturit	-0.2%	-55.92%	減碼
44	EWW	Ishares Msci Mexico ETF	-0.2%	-96.04%	減碼
45	VEA	Vanguard Ftse Developed ETF	-0.2%	-31.65%	減碼
46	HEWJ	Isha Curr Hedged Msci Japan	-0.2%	-75.31%	減碼
47	VCSH	Vanguard S/t CORP Bond ETF	-0.3%	-58.98%	減碼
48	IVE	Ishares S&p 500 Value ETF	-0.5%	-56.14%	減碼
49	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.3%	-24.65%	減碼
50	HEZU	Ishares Currency Hedged Msci	—	NEW	新建倉