证券记录
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
155被追踪持有人
+7Δ持有人
57.43M持有股份
$16.18B报告持仓市值
+11新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +4.7% ·
股份流向 -2.4% ·
净新建仓位 +4.5%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 155 | +7 | 57.43M | $16.18B | +11 | −4 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | — |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | — | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | — |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | — | 8.68M | $2.42B | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Dodge & Cox ✦ | 4.58M | +10.4% | $1.29B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 22 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 3.61M | +0.5% | $1.02B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 28 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 29 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 30 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Capital World Investors ✦ | 2.34M | +1.3% | $660.05M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (被动) | 1.93M | +3.8% | $544.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Wcm Investment Management, Llc | 1.81M | +4.4% | $487.34M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | Geode Capital Management ✦ (被动) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Geode Capital Management ✦ (被动) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 40 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 41 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 1.39M | -11.8% | $416.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 50 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 51 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 52 | Lone Pine Capital ✦ | 1.22M | -40.5% | $343.40M | 2.1% | ▼ Trim | 9 | SEC ↗ |
| 53 | Norges Bank ✦ (被动) | 1.05M | 新增 | $297.04M | 0.0% | New | 1 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Marshall Wace ✦ | 975.63K | 新增 | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 60 | Marshall Wace ✦ | 975.63K | 新增 | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 975.63K | 新增 | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 62 | Marshall Wace ✦ | 975.63K | 新增 | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 100 | Jane Street Group, Llc | 642.48K | +551.5% | $180.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $297.04M | 0.0% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
已清仓
| Federated Hermes, Inc. | $922,646 | 曾为 0.0% |
| Canada Pension Plan… | $397,096 | 曾为 0.0% |
| DZ BANK AG Deutsche Zentral… | $193,132 | 曾为 0.0% |
| First Eagle Investment… | $1,805 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 759 持有人, 81.60M 股份, $24.06B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 20
Gates Greg
Officer · 4.12K 股 · $1.46M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据