LF

LPL Financial LLC

分散型投资策略长期持有型趋势追踪型

申报总市值

US$3765.6亿

申报季度: 2026-03-31 · 持股只数: 5964

LPL Financial LLC在最新一期 13F 报告中披露了 5964 项持股，申报期为 2026-03-31，总持股市值约为 US$3765.6亿，季度换手率为 14.3%。

机构性格雪花图

集中度
1.7
持仓稳定性
14.34
动能／逆势
67.99
行业集中度
47.19
多样化
100
仓位均衡度
51.54

近期动向

  • 减仓 VTI

    -26.7%　-US$14.1亿

  • 加仓 VONV

    +129.0%　US$14.0亿

  • 减仓 OEF

    -73.2%　-US$11.7亿

  • 减仓 MSFT

    +3.3%　-US$10.2亿

  • 减仓 IWM

    -49.6%　-US$9.0亿

  • 加仓 VONG

    +105.3%　US$8.5亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 5773 大持股（共 5964 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长2.01%+0.05%+10.53%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.76%-0.17%-1.77%
3QQQInvesco Qqq Trust Series 1ETF-科技型1.63%-0.18%-1.47%
4AAPLApple INC股票-科技1.60%-0.16%+0.36%
5NVDANvidia CORP股票-科技1.55%-0.14%+0.99%
6SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.19%+0.06%+13.88%
7IEFAIshares Core Msci Eafe ETFETF-其他1.11%+0.11%+12.85%
8SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长1.04%-0.13%-0.97%
9MSFTMicrosoft CORP股票-科技1.02%-0.30%+3.29%
10VOOVanguard S&p 500 ETFETF-大型股与成长1.02%-0.15%-6.03%
11IEMGIshares Core Msci EmergingETF-新兴市场0.97%—-0.44%
12AMZNAmazon.com INC股票-周期性消费0.93%-0.11%+1.73%
13VTIVanguard Total Stock Mkt ETFETF-其他0.88%-0.41%-26.67%
14GOVTIshares US Treasury Bond ETFETF-政府公债0.86%+0.11%+18.31%
15QUALIshares Msci USA Quality FacETF-其他0.82%—-0.12%
16CGDVCap Group Dividend ValueETF-其他0.81%+0.05%+13.17%
17SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.77%—+2.77%
18MBBIshares Mbs ETFETF-其他0.71%—+0.29%
19GOOGLAlphabet Inc-cl A股票-通信服务0.68%-0.06%+2.14%
20DYNFIshrs US E F R A Etf-usd INCETF-其他0.68%-0.07%-2.95%
21QQQMInvesco Nasdaq 100 ETFETF-科技型0.66%-0.08%-1.86%
22VONVVanguard Russell 1000 ValueETF-其他0.65%+0.36%+129.03%
23IVWIshares S&p 500 Growth ETFETF-大型股与成长0.63%—+5.41%
24VUGVanguard Growth ETFETF-其他0.63%-0.10%-1.71%
25IUSGIshares Core S&p U.s. GrowthETF-其他0.59%—+1.09%
26IVEIshares S&p 500 Value ETFETF-大型股与成长0.59%—-4.62%
27RDVYFirst Trust Rising DividendETF-其他0.59%—+5.99%
28VTVVanguard Value ETFETF-其他0.58%—+4.08%
29IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.58%—+3.90%
30CGGRCap Group Growth EquityETF-其他0.56%—+15.75%
31XLKSs Technology Select SectorETF-科技型0.55%-0.08%-1.67%
32IJRIshares Core S&p Small-cap EETF-中小型股0.55%—-5.06%
33AVGOBroadcom INC股票-科技0.55%—+4.85%
34GLDSpdr Gold SharesETF-避险与商品0.54%—-1.55%
35VONGVanguard Russell 1000 GrowthETF-其他0.49%+0.22%+105.31%
36GOOGAlphabet Inc-cl C股票-通信服务0.48%—+1.37%
37VEAVanguard Ftse Developed ETFETF-其他0.47%—-2.61%
38METAMeta Platforms Inc-class A股票-通信服务0.47%-0.08%+1.84%
39IUSVIshares Core S&p U.s. ValueETF-其他0.47%—+4.99%
40SPIBSs Spdr P Int C CORP ETFETF-其他0.46%—+5.95%
41SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.46%—+1.83%
42IWFIshares Russell 1000 GrowthETF-其他0.43%—+2.23%
43BRK-BBerkshire Hathaway Inc-cl B股票-其他0.43%—+1.20%
44BUFRFt Vest Lad Buffervetf-usd IETF-其他0.42%—+5.56%
45JPMJpmorgan Chase & Co股票-金融0.42%-0.06%-1.21%
46IJHIshares Core S&p Midcap ETFETF-其他0.41%-0.11%-20.79%
47EFVIshares Msci Eafe Value ETFETF-其他0.41%—+6.72%
48SPTISs Spdr P Int Term Tsy ETFETF-其他0.41%—+10.32%
49BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.41%+0.08%+27.33%
50VIGVanguard Dividend Apprec ETFETF-其他0.40%—+1.34%
1–50 of 5,773

本季持股变动

LPL Financial LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Ishares Lt National Muni Bd (LMUB); 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -26.67%; 加仓: Vanguard Russell 1000 Value (VONV) — 股数 +129.03%; 减仓: Ishares S&p 100 ETF (OEF) — 股数 -73.21%.

LPL Financial LLC 于截至 2026-03-31 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
1VONVVanguard Russell 1000 Value+0.4%+129.03%加仓
2VONGVanguard Russell 1000 Growth+0.2%+105.31%加仓
3EFGIshares Msci Eafe Growth ETF+0.2%+266.62%加仓
4DBMFImgp Dbi Managed Futures Str+0.1%+290.66%加仓
5IEFAIshares Core Msci Eafe ETF+0.1%+12.85%加仓
6GOVTIshares US Treasury Bond ETF+0.1%+18.31%加仓
7IDEFIshares Def Industrials Act+0.1%+53905.98%加仓
8XLESs Energy Select Sector+0.1%+19.99%加仓
9SLYGSs Spdr S&p 600 Sc Gr ETF+0.1%+78.07%加仓
10BILSs Spdr Bb 1-3m T-bill ETF+0.1%+27.33%加仓
11XOMExxon Mobil CORP+0.1%-2.84%减仓
12CGMMCap Group Small And Mid Cap+0.1%+347.32%加仓
13CVXChevron CORP+0.1%+5.28%加仓
14SPYMSte Str Spdr Pt S&p 500 ETF+0.1%+13.88%加仓
15IVVIshares Core S&p 500 ETF+0.1%+10.53%加仓
16CGDVCap Group Dividend Value+0.1%+13.17%加仓
17RSPInvesco S&p 500 Equal Weight+0.1%+21.39%加仓
18SGOVIshares 0-3 Month Treasury B+0.1%+23.42%加仓
19JBNDJpmorgan Active Bond ETF+0.1%+28.73%加仓
20CATCaterpillar INC+0.1%+7.42%加仓
21COSTCostco Wholesale CORP+0.1%+4.02%加仓
22FDLFirst Trust Morn Dvd Lead In0%+14.87%加仓
23JEPIJpmorgan Equity Premium Inco0%+73.00%加仓
24EMBIshares Jp Morgan Usd Emergi-0.1%-62.30%减仓
25ITAIshares U.s. Aerospace & Def-0.1%-26.35%减仓
26IYWIshares Ustechnology ETF-0.1%-15.38%减仓
27IAUIshares Gold Trust-0.1%-25.92%减仓
28XLFSs Financial Select Sector-0.1%-7.12%减仓
29JPMJpmorgan Chase & Co-0.1%-1.21%减仓
30GOOGLAlphabet Inc-cl A-0.1%+2.14%加仓
31TSLATesla INC-0.1%+3.94%加仓
32DYNFIshrs US E F R A Etf-usd INC-0.1%-2.95%减仓
33METAMeta Platforms Inc-class A-0.1%+1.84%加仓
34XLKSs Technology Select Sector-0.1%-1.67%减仓
35QQQMInvesco Nasdaq 100 ETF-0.1%-1.86%减仓
36VUGVanguard Growth ETF-0.1%-1.71%减仓
37IJHIshares Core S&p Midcap ETF-0.1%-20.79%减仓
38AMZNAmazon.com INC-0.1%+1.73%加仓
39SPYGSs Spdr P S&p 500 Growth ETF-0.1%-0.97%减仓
40NVDANvidia CORP-0.1%+0.99%加仓
41VOOVanguard S&p 500 ETF-0.2%-6.03%减仓
42AAPLApple INC-0.2%+0.36%加仓
43SPYSs Spdr S&p 500 ETF Trust-us-0.2%-1.77%减仓
44QQQInvesco Qqq Trust Series 1-0.2%-1.47%减仓
45IWMIshares Russell 2000 ETF-0.3%-49.60%减仓
46MSFTMicrosoft CORP-0.3%+3.29%加仓
47OEFIshares S&p 100 ETF-0.3%-73.21%减仓
48VTIVanguard Total Stock Mkt ETF-0.4%-26.67%减仓
49BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
50LMUBIshares Lt National Muni Bd—NEW新建仓

FAQ

LPL Financial LLC 是什么机构？属于哪种投资人类型？
LPL Financial LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3765.6亿，分布在 5964 个已申报仓位之中。
LPL Financial LLC 目前前几大持股有哪些？
根据最新 13F 申报，LPL Financial LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$75.7亿 (2.0%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$66.2亿 (1.8%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$61.3亿 (1.6%) 4. Apple INC (AAPL) — US$60.3亿 (1.6%) 5. Nvidia CORP (NVDA) — US$58.5亿 (1.6%)
LPL Financial LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LPL Financial LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 29 个既有持股、减仓 19 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Ishares Lt National Muni Bd (LMUB); 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -26.67%; 加仓: Vanguard Russell 1000 Value (VONV) — 股数 +129.03%; 减仓: Ishares S&p 100 ETF (OEF) — 股数 -73.21%
LPL Financial LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，LPL Financial LLC 的主要板块分布如下： • Information Technology: 31.1% • Financials: 12.6% • Industrials: 10.3% • Consumer Discretionary: 9.8% • Communication Services: 9.2% • Health Care: 9.1%