US50212YAD67 - LPL控股公司 股票 - 股價,機構持股,股東

基本數據
機構持有者 1 total, 1 long only, 0 short only, 0 long/short - change of -11.88% MRQ
平均投資組合配置 0.1896 % - change of 1.34% MRQ
機構持股(長期) 235,000 (ex 13D/G) - change of -0.60MM shares -71.72% MRQ
機構市值(長期) $ 228 USD ($1000)
機構持股和股東

LPL Holdings Inc (US:US50212YAD67)擁有 1 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共235,000股。 最大的股東包括 MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class .

LPL Holdings Inc (US50212YAD67)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US50212YAD67 / LPL Holdings Inc - 4.0% 2029-03-15 Institutional Ownership
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13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-07-24 NP LAPLX - Lord Abbett Core Plus 債券基金 A 類 11,546 0.35
2025-05-29 NP ASDVX - 短期策略性收益基金投資者類別 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,610 1.00
2025-08-19 NP STXT - Strive 總報酬債券 ETF 194 1.57
2025-09-25 NP MQLIX - MFS 有限期限基金 I 7,260 0.72
2025-09-26 NP RGCYX - Y 級機會主義信貸基金 186 1.09
2025-07-25 NP USIG - iShares Broad 美元投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,621 0.93
2025-08-27 NP CLDIX - Calvert 長期收入基金 I 級 1,641 -33.72
2025-07-25 NP MGBAX - MFS 全球債券基金 A 1,006 -28.65
2025-08-21 NP THCSX - Thornburg Core Plus 債券基金 R6 等級 651 126.83
2025-08-28 NP Lord Abbett SERIES FUND INC - 總回報投資組合 VC 級 1,254 1.37
2025-09-24 NP MBBB - VanEck Vectors 穆迪分析 BBB 公司債 ETF 24 0.00
2025-08-25 NP 核心債券投資組合 - 核心債券投資組合 792 -33.75
2025-07-24 NP LLDYX - 阿貝特勳爵短期收益基金 I 類 84,777 0.34
2025-07-25 NP EUSB - iShares ESG Advanced 總美元債券市場 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72 1.41
2025-08-14 NP BCOIX - Baird Core Plus 機構債券基金 33,898 1.43
2025-07-25 NP IGSB - iShares 短期公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,877 11.50
2025-08-15 NP Guardian 可變產品信託 - Guardian Core Plus 固定收益 VIP 基金 653 1.24
2025-07-25 NP MFSB-MFS主動核心加債券ETF 75 1.35
2025-08-28 NP LBNDX - 雅培勳爵債券債券基金公司 A 類 21,065 1.41
2025-09-24 NP MCSAX - MFS商品策略基金A 1,659 0.73
2025-08-27 NP 高級系列信託 - Ast 資本成長資產配置投資組合 120 1.69
2025-07-24 NP LTRAX - Lord Abbett 總回報基金 A 類 8,388 0.35
2025-08-25 NP MFS 可變保險信託 - MFS 總報酬債券系列初始類別 4,425 1.42
2025-08-29 NP MAGG - 麥迪遜綜合債券 ETF 267 1.52
2025-08-29 NP JAFIX - Janus Henderson 彈性債券基金 T 類 1,054 1.44
2025-08-28 NP Lord Abbett SERIES FUND INC - 短期收入投資組合 VC 等級 164 1.86
2025-08-29 NP JAFLX - Janus Henderson 彈性債券投資組合服務股票 243 1.26
2025-06-25 NP IHFAX - 誠信高收益基金A級 53 0.00
2025-08-27 NP GIOAX - 古根漢宏觀機會基金 A 級 14,365 1.43
2025-08-27 NP EBABX - 伊頓萬斯核心加債券基金 A 類 4,820 -33.70
2025-04-18 NP MUSI - 美國世紀多部門收益ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 422 0.72
2025-08-27 NP CSDAX - Calvert 短期收益基金 A 類 6,525 1.40
2025-07-30 NP FIWGX - 策略顧問富達核心收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,145 -30.58
2025-09-24 NP Mfs 多市場收入信託 634 4.62
2025-09-25 NP MFWTX - MFS 全球總回報基金 A 848 25.44
2025-08-25 NP CUBAX - Calvert 絕對報酬債券基金 A 類 981 -33.72
2025-08-27 NP CSIBX - Calvert債券基金A類 4,924 -33.69
2025-07-30 NP APCB - ActivePassive核心債券ETF 5 0.00
2025-07-23 NP 西部資產投資等級限定機會信託公司 192 0.52
2025-05-29 NP ASIHX - 策略性收益基金C級 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 235 0.86
2025-08-27 NP CFICX - Calvert 收入基金 A 類 2,046 -33.70
2025-08-21 NP THIBX - Thornburg 高收益債券管理帳戶基金 SMA 類 34 3.03
2025-08-28 NP Lord Abbett SERIES FUND INC - 債券-債券投資組合 VC 級 1,046 1.36
2025-09-26 NP CARY - Angel Oak 收益 ETF 194 0.52
2025-08-14 NP BIMIX - 貝爾德機構中級債券基金 20,714 1.42
2025-09-22 NP IDITX - Transamerica 債券(原 Transamerica 彈性收入)A 2,847 0.78
2025-08-25 NP MIAVX - 美國基金多部門收益基金 T 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,530 1.40
2025-08-27 NP TRANSAMERICA 系列信託 - Transamerica PIMCO 初始總回報副總裁 2,998 -5.52
2025-08-25 NP MFS 可變保險信託 II - MFS 全球戰術配置投資組合初始類別 400 -0.50
2025-08-29 NP PFIIX - PIMCO 機構低久期收入基金 4,858
2025-09-19 NP MBOAX - 麥迪遜核心債券基金 核心債券基金 A 類 339 0.89
2025-08-21 NP MXIOX - Great-West 通膨保值型證券基金機構類別 235,000 0.00 228 1.33
2025-08-25 NP MFS 可變保險信託 III - MFS 有限期限投資組合初始類別 820 -6.61
2025-08-27 NP CSIFX-卡爾弗特平衡基金A類 657 -33.80
2025-08-21 NP TSIAX - Thornburg 策略收益基金 - A 類 18,929 16.79
2025-08-25 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投資組合 I 類 221 -33.73
2025-08-22 NP 摩根士丹利 ETF 信託 - 伊頓萬斯短期收益 ETF 1,376 135.45
2025-09-25 NP AMECX - 美國 A 級收入基金 18,541 0.70
2025-07-29 NP 古根漢戰略機會基金 4,013 0.38
2025-07-30 NP UNIY - WisdomTree Voya 收益增強型美元萬能債券基金 不適用 41 0.00
2025-06-25 NP SDSAX - 西部資產收益基金A類 703 -59.67
2025-09-26 NP SUNAMERICA 系列信託 - SA 摩根大通 MFS 核心債券投資組合 1 級 2,073 0.73
2025-09-25 NP MFIOX - MFS策略收益基金A 7,077 0.71
2025-08-27 NP Brighthouse Funds Trust II - 西方資產管理策略債券機會投資組合 A 級 2,535 -11.76
2025-08-27 NP GIBAX - 古根漢總回報債券基金 A 級 14,821 1.43
2025-07-30 NP FPCIX - 策略顧問核心收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 428 0.47
2025-08-20 NP CGMS - Capital Group 美國多部門營收 ETF 股票類別 374 1.63
2025-09-24 NP ISTB - iShares 核心 1-5 年美元債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271 -8.75
2025-08-11 NP 六圈信託 - 六圈信貸機會基金 579 1.40
2025-08-27 NP MAHIX - Litman Gregory Masters 高收入另類基金機構類別 146 1.40
2025-07-24 NP 富達中央投資組合有限責任公司 - 富達專業高收入中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 683 0.29
2025-08-27 NP GILDX - 古根漢有限久期基金 A 級 4,323 1.41
2025-08-29 NP MSTI - 麥迪遜短期策略效益 ETF 1,117 1.45
2025-05-19 NP ULTRA 系列基金 - 高收入基金 I 類 215 0.94
2025-07-25 NP Mfs 特許收入信託 77 -29.63
2025-04-18 NP SDSI - 美國世紀短期戰略收益 ETF 201 1.01
2025-08-22 NP EVTR - 伊頓萬斯總回報債券 ETF 1,927 -25.58
2025-07-24 NP LIFAX - Lord Abbett 通膨重點基金 A 類 1,422 0.35
2025-05-19 NP MOFTX - 美世機會固定收益基金 I 類 747 0.95
2025-08-19 NP RIFDX - 戰略債券基金 1,097 1.29
2025-06-26 NP FHIFX - 富達專注高收入基金 1,463 1.53
2025-08-25 NP AHITX - 美國高收入信託 A 級 6,423 1.41
2025-09-17 NP 全國互惠基金 - 全國債券投資組合 R6 級 887 0.80
2025-09-26 NP RFBSX - S 類短期債券基金 755 1.07
2025-07-28 NP KORP - 美國世紀多角化公司債 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,568 55.09
2025-05-30 NP PDIIX - PIMCO 機構多元化收益基金 1,327 1.07
2025-09-25 NP MRBFX - MFS 總報酬債券基金 A 21,033 0.71
2025-08-27 NP 古根漢可變基金信託 - E 系列(總報酬債券系列)A 169 1.81
2025-07-22 NP TPLS - Thornburg 核心加債券 ETF 34 0.00
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