US50212YAH71 - 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 -4.20% MRQ
平均投資組合配置	0.0710 % - change of -15.18% MRQ

機構持股（長期）	323,000 (ex 13D/G) - change of -0.50MM shares -60.85% MRQ
機構市值（長期）	$ 344 USD ($1000)

機構持股和股東

LPL Holdings, Inc. (US:US50212YAH71)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323,000股。最大的股東包括 MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAH71)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%。

US50212YAH71 / LPL Holdings, Inc. - 6.75% 2028-11-17 Institutional Ownership

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 Premium Registration Required .

呈報日期	來源	投資者	股份數量	Δ 持股 (%)	申報價值（$1000）	Δ 市值 (%)
2025-08-27	NP	VBISX - 先鋒短期債券指數基金投資人股票 This fund is a listed as child fund of Vanguard Group 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			1,851	-56.10
2025-07-28	NP	PFIG - Invesco 基本投資等級公司債 ETF This fund is a listed as child fund of Invesco Ltd. 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			37	0.00
2025-05-29	NP	OAKBX - Oakmark 股票和收益基金投資者類別			15,039	0.66
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			3,924	8.64
2025-08-29	NP	債券 - PIMCO 主動債券交易所交易基金			5,334	0.89
2025-08-29	NP	QSIG - WisdomTree 美國短期公司債基金不適用			81	1.25
2025-06-30	NP	VFSTX - Vanguard 短期投資等級基金投資人股票 This fund is a listed as child fund of Vanguard Group 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			8,578	-4.29
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF 股票 This fund is a listed as child fund of Vanguard Group 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			292
2025-07-29	NP	BSCS - Invesco BulletShares 2028 公司債 ETF This fund is a listed as child fund of Invesco Ltd. 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			5,634	0.39
2025-09-25	NP	Putnam ETF 信託 - Putnam ESG 核心債券 ETF -			417	0.00
2025-07-29	NP	VSCSX - 先鋒短期公司債指數基金 Admiral Shares This fund is a listed as child fund of Vanguard Group 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			9,459	-23.48
2025-09-26	NP	NUBD - Nuveen ESG 美國綜合債券 ETF This fund is a listed as child fund of Nuveen Asset Management, 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			21	0.00
2025-08-14	NP	BCOIX - Baird Core Plus 機構債券基金			8,239	0.87
2025-08-27	NP	JNL 系列信託 - JNL/Lord Abbett 短期收益基金 (I)			779	-2.51
2025-05-29	NP	OAYCX - Oakmark債券基金顧問級			529	0.57
2025-07-25	NP	LQD - iShares iBoxx 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			6,885	169.22
2025-08-22	NP	PPIAX - DWS 短期基金 A 類			3,882	0.88
2025-07-29	NP	TSDLX - T. Rowe Price 短期收益基金			48	0.00
2025-08-28	NP	Lord Abbett SERIES FUND INC - 短期收入投資組合 VC 等級			155	-2.53
2025-09-23	NP	PUTNAM FUNDS TRUST - Putnam 固定收益絕對回報基金 R 級			319	0.00
2025-09-25	NP	DFSD - 維度短期固定收益 ETF			17,519	-0.11
2025-08-27	NP	VBMFX - 先鋒總債券市場指數基金投資人股票 This fund is a listed as child fund of Vanguard Group 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			7,612	4.60
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT 全球資產配置基金 IA 類股票			17	6.25
2025-07-29	NP	PRWBX - T. Rowe Price 短期債券基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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			2,412	0.21
2025-08-29	NP	FXICX - 固定收益股票：C 系列 C 系列			6,081	0.90
2025-06-25	NP	TGMBX - PGIM Z 類企業債券基金			32	0.00
2025-08-27	NP	VANGUARD 可變保險基金 - 短期投資等級投資組合 This fund is a listed as child fund of Vanguard Group 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			448	0.90
2025-08-29	NP	JABAX - Janus Henderson T 類平衡基金			32,079	0.88
2025-08-26	NP	PAEAX - Putnam動態資產配置成長基金A類股			255	0.79
2025-08-27	NP	保誠系列基金 - 多元化債券投資組合 I 類			3,382	0.87
2025-08-14	NP	BIMIX - 貝爾德機構中級債券基金			4,603	0.90
2025-08-25	NP	MFS 可變保險信託 - MFS 總回報系列初始類別			358	-4.53
2025-09-29	NP	GTOS - 景順短期債券 ETF			8	-20.00
2025-09-23	NP	PINCX - PUTNAM 收益基金 A 類股票			908	-0.11
2025-09-23	NP	PGEOX - 波士頓喬治普特南基金 A 類股			562	-0.18
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			281	-14.59
2025-08-28	NP	SPBO - SPDR 投資組合公司債 ETF This fund is a listed as child fund of State Street Corp 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			373	120.71
2025-07-25	NP	PMIYX - 普特南收入策略投資組合 -			97	0.00
2025-08-11	NP	六環信託 - 六環全球債券基金			458	-0.22
2025-08-29	NP	JABLX - Janus Henderson 平衡投資組合服務股票			11,129	0.87
2025-09-23	NP	PUTNAM FUNDS TRUST - Putnam 短期債券基金 A 類			424	-0.24
2025-09-23	NP	PGGIX - PUTNAM 全球收益信託 C 類股票			136	-0.74
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			401	-8.03
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II 指數型基金投資人股票 This fund is a listed as child fund of Vanguard Group 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			6,049	0.87
2025-08-26	NP	QAAGWX - T. Rowe Price 有限期限債券投資組合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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			96	1.06
2025-06-30	NP	VCPSX - 先鋒之星核心加債券基金機構股票			458
2025-06-30	NP	VGCAX - 先鋒全球信用債券基金 Admiral Shares This fund is a listed as child fund of Vanguard Group 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			457	0.88
2025-07-25	NP	SWSBX - 嘉信短期債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management 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			106	0.95
2025-08-26	NP	ILUAX - Voya 美國債券指數投資組合類別 ADV			47	0.00
2025-08-26	NP	PABAX - Putnam動態資產配置平衡基金A類股票			402	1.01
2025-08-27	NP	Jnl 系列信託 - Jnl/t。 Rowe Price短期債券基金(a)			640	0.95
2025-09-24	NP	BLACKROCK FUNDS - iShares 美國中級信用債券指數基金 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			584	-0.17
2025-08-25	NP	SCHJ - 嘉信理財 1-5 年期公司債 ETF This fund is a listed as child fund of Charles Schwab Investment Management 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			187	0.54
2025-08-26	NP	LLAAX-西方資產長期信貸 VIT I 類			245	0.82
2025-08-21	NP	MXSDX - Great-West 短期債券基金投資者類別	323,000	-17.18	344	-16.50
2025-08-27	NP	PBSMX - PGIM A 類短期企業債券基金			42,300	0.86
2025-07-25	NP	SUSB - iShares ESG 1-5 年期美元公司債 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			207	-21.59
2025-08-26	NP	SIGAX - 西部資產A級企業債券基金			384	1.05
2025-07-25	NP	IGEB - iShares Edge 投資等級增強型債券 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			2,148	-46.31
2025-08-25	NP	VVBVX - 久負盛名的策略債券基金V類			2,912	0.87
2025-09-24	NP	IBDT - iShares iBonds Dec 2028 定期企業 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			4,819	6.95
2025-09-24	NP	MFS 中等收入信託			1,526	-0.13
2025-08-28	NP	SPAB - SPDR(R) 投資組合綜合債券 ETF This fund is a listed as child fund of State Street Corp 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			213	0.95
2025-09-26	NP	BKAG - 紐約梅隆銀行核心債券 ETF			313	490.57
2025-08-27	NP	VMSAX - 先鋒多部門收入債券基金 Admiral Shares			149	0.68
2025-09-25	NP	SDMAX - PGIM 短期多產業債券基金 A 類			1,816	-0.11
2025-09-25	NP	MRBFX - MFS 總報酬債券基金 A			6,431	-0.11
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam 資產配置多元化成長投資組合 1 級			23	0.00
2025-09-26	NP	SUNAMERICA 系列信託 - SA MFS 總回報投資組合 1 級			87	11.54
2025-08-26	NP	PACAX - Putnam動態資產配置保守基金A類股票			195	1.04
2025-07-24	NP	FIBUX - Fidelity Flex 美國債券指數基金 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			85	0.00
2025-07-25	NP	AGG - iShares 核心美國綜合債券 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			1,811	0.44
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			759	94.12
2025-08-14	NP	BAGIX - 貝爾德機構綜合債券基金			38,426	0.88
2025-08-18	NP	太平洋精選基金 - 短期債券投資組合 I 類			576	0.88
2025-07-30	NP	UNIY - WisdomTree Voya 收益增強型美元萬能債券基金不適用			49	0.00
2025-08-26	NP	PUTNAM 可變信託 - Putnam VT 收入基金 IA 類股票			44	0.00
2025-08-25	NP	MAINSTAY 副總裁基金信託 - MainStay 副總裁 Janus Henderson 平衡投資組合初始類別			2,366	0.90
2025-07-24	NP	FNSOX - 富達短期債券指數基金 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			627	0.32
2025-07-24	NP	LLDYX - 阿貝特勳爵短期收益基金 I 類			65,332	30.01
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			732	-0.14
2025-08-19	NP	西北互助系列基金公司 - 短期債券投資組合			203	1.00
2025-08-25	NP	SCHZ - 嘉信理財美國綜合債券 ETF This fund is a listed as child fund of Charles Schwab Investment Management 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			213	0.95
2025-08-27	NP	VANGUARD 可變保險基金 - 債券市場指數投資組合總額 This fund is a listed as child fund of Vanguard Group 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			213	0.95
2025-09-25	NP	MCBKX - MFS 核心債券基金 R4			12	0.00
2025-07-24	NP	FIFZX - 富達系列債券指數基金 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			1,062	0.47
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			64	0.00
2025-07-29	NP	STBAX - 景順短期債券基金A類			1,151	-4.56
2025-07-30	NP	SHAG - WisdomTree 收益增強型美國短期綜合債券基金不適用			5	0.00
2025-09-25	NP	SKOR - FlexShares 信用評分美國公司債指數基金 This fund is a listed as child fund of Northern Trust Corp 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			319	50.00
2025-09-24	NP	SLQD - iShares 0-5 年投資等級公司債 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			658	8.76
2025-09-24	NP	MCSAX - MFS商品策略基金A			873	-0.11
2025-08-22	NP	可變保險產品基金 V - 債券指數投資組合初始類別			32	0.00
2025-09-22	NP	BondBloxx ETF 信託 - BondBloxx BBB 評等 1-5 年期公司債 ETF			106	17.78
2025-08-26	NP	MSFRX - MFS 總回報基金 A			1,283	-4.68
2025-08-28	NP	TBIIX - TIAA-CREF 債券指數基金機構類別			533	0.95
2025-05-29	NP	BIBTX - Sterling Capital 機構級總回報債券基金			2,048	-40.75
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 類股票			71	1.43
2025-09-02	NP	NTIIX - Navigator 戰術投資等級債券基金 I 類			743	0.00
2025-07-25	NP	GVI - iShares 中級政府/信用債券 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			159	7.43
2025-08-27	NP	VBINX - 先鋒平衡指數基金投資人股票 This fund is a listed as child fund of Vanguard Group 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			640	0.95
2025-07-30	NP	FAUDX - 策略顧問短期基金 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			345	0.58
2025-09-25	NP	MFBFX - MFS企業公債基金A			3,543	-0.11
2025-07-24	NP	LDCAX - Lord Abbett 短期核心債券基金 A 類			480	0.42
2025-07-24	NP	FNDSX - 富達永續發展債券指數基金 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			21	0.00
2025-05-19	NP	MCFQX - 美世核心固定收益基金 I 類			317	0.63
2025-09-25	NP	MQLIX - MFS 有限期限基金 I			3,953	-0.10
2025-08-27	NP	WCPBX - 核心加收入基金 - 機構類			3,201	0.88
2025-09-26	NP	SUNAMERICA SERIES TRUST - SA 固定收益中間指數投資組合 1 類			106
2025-07-25	NP	SWAGX - 施瓦布美國綜合債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management 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			159	0.63
2025-08-25	NP	MFS 可變保險信託 - MFS 總報酬債券系列初始類別			1,245	0.89
2025-07-29	NP	VCEB - Vanguard ESG 美國公司債 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group 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			138	0.73
2025-06-27	NP	NISRX - American Beacon NIS Core Plus 債券基金 R6 等級			27	0.00
2025-09-25	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA 短期實際報酬投資組合機構級 This fund is a listed as child fund of Dimensional Fund Advisors Lp 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			212	0.00

US50212YAH71 - LPL 控股公司 股票 - 股價，機構持股，股東

基本數據

機構持股和股東

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13F和NPORT申報文件

US50212YAH71 - LPL 控股公司股票 - 股價，機構持股，股東