LPLA
LPL Financial Holdings Inc.
-1.83 (-0.55%)331.21USD187K成交股數26.1B市值26.6本益比(近四季)1.3股價營收比+35.2%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 8 · 2.1M · 4 |
| 其中 10b5-1 計畫賣出 | 6 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 2.7M |
| 近 180 天 淨額 | −2.7M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | 09-14 | Reeping Katharine | Principal Accounting Officer | S 公開市場賣出 | 440 | 347.88 | 153K | 1.8K | SEC |
| 2026-09-05 | 09-08 | Field Emily | Group Managing Director | F 繳稅扣股 | 106 | 359.33 | 38K | 1.8K | SEC |
| 2026-08-28 | 09-01 | BERNARD EDWARD C | Director | A 獲配股票 | 3 | – | – | 16.3K | SEC |
| 2026-08-28 | 09-01 | EBERHART PAULETT | Director | A 獲配股票 | 4 | – | – | 17.8K | SEC |
| 2026-08-28 | 09-01 | Mnookin Allison | Director | A 獲配股票 | 2 | – | – | 11.8K | SEC |
| 2026-08-28 | 09-01 | Thomas Corey E. | Director | A 獲配股票 | 4 | – | – | 14.9K | SEC |
| 2026-08-28 | 09-01 | SCHIFTER RICHARD P | Director | A 獲配股票 | 14 | – | – | 39.2K | SEC |
| 2026-08-28 | 09-01 | Putnam James S | Director | A 獲配股票 | 7 | – | – | 135K | SEC |
| 2026-08-28 | 09-01 | Glavin William Francis Jr | Director | A 獲配股票 | 10 | – | – | 24.1K | SEC |
| 2026-08-27 | 08-31 | Jambusaria Aneri | Group Managing Director | S 公開市場賣出(10b5-1) | 308 | 357.36 | 110K | 6.1K | SEC |
| 2026-08-20 | 08-21 | Gates Greg | Group Managing Director | M 選擇權執行 | 7.2K | 77.53 | 557K | 27.7K | SEC |
| 2026-08-20 | 08-21 | Gates Greg | Group Managing Director | S 公開市場賣出 | 4.1K | 355.38 | 1.5M | 23.6K | SEC |
| 2026-08-03 | 08-04 | Putnam James S | Director | G 贈與 | 2.0K | – | – | 135K | SEC |
| 2026-07-31 | 08-04 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 296 | 353.37 | 105K | 13.2K | SEC |
| 2026-07-31 | 08-04 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 463 | 352.77 | 163K | 13.5K | SEC |
| 2026-07-31 | 08-04 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 189 | 351.06 | 66K | 13.9K | SEC |
| 2026-07-31 | 08-04 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 1 | 355.51 | 355.51 | 13.1K | SEC |
| 2026-07-31 | 08-04 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 51 | 354.52 | 18K | 13.1K | SEC |
| 2026-06-17 | 06-22 | Jambusaria Aneri | Group Managing Director | S 公開市場賣出(10b5-1) | 308 | 306.00 | 94K | 6.4K | SEC |
| 2026-06-12 | 06-15 | Gates Greg | Group Managing Director | F 繳稅扣股 | 232 | 295.66 | 69K | 20.5K | SEC |
| 2026-06-12 | 06-15 | Cohen Marc Eliot | Group Managing Director | F 繳稅扣股 | 44 | 295.66 | 13K | 4.4K | SEC |
| 2026-06-04 | 06-08 | BERNARD EDWARD C | Director | A 獲配股票 | 4 | – | – | 16.3K | SEC |
| 2026-06-04 | 06-08 | SCHIFTER RICHARD P | Director | A 獲配股票 | 19 | – | – | 39.2K | SEC |
| 2026-06-04 | 06-08 | Thomas Corey E. | Director | A 獲配股票 | 7 | – | – | 14.9K | SEC |
| 2026-06-04 | 06-08 | Putnam James S | Director | A 獲配股票 | 10 | – | – | 137K | SEC |
| 2026-06-04 | 06-08 | Mnookin Allison | Director | A 獲配股票 | 3 | – | – | 11.8K | SEC |
| 2026-06-04 | 06-08 | EBERHART PAULETT | Director | A 獲配股票 | 5 | – | – | 17.8K | SEC |
| 2026-06-04 | 06-08 | Glavin William Francis Jr | Director | A 獲配股票 | 15 | – | – | 24.1K | SEC |
| 2026-05-15 | 05-19 | MULCAHY ANNE M | Director | A 獲配股票 | 348 | – | – | 37.4K | SEC |
| 2026-05-15 | 05-19 | EBERHART PAULETT | Director | A 獲配股票 | 712 | – | – | 17.8K | SEC |
| 2026-05-15 | 05-19 | BERNARD EDWARD C | Director | A 獲配股票 | 348 | – | – | 16.3K | SEC |
| 2026-05-15 | 05-19 | BERNARD EDWARD C | Director | A 獲配股票 | 712 | – | – | 15.9K | SEC |
| 2026-05-15 | 05-19 | Glavin William Francis Jr | Director | A 獲配股票 | 712 | – | – | 24.0K | SEC |
| 2026-05-15 | 05-19 | Thomas Corey E. | Director | A 獲配股票 | 348 | – | – | 14.9K | SEC |
| 2026-05-15 | 05-19 | Thomas Corey E. | Director | A 獲配股票 | 712 | – | – | 14.6K | SEC |
| 2026-05-15 | 05-19 | SCHIFTER RICHARD P | Director | A 獲配股票 | 348 | – | – | 39.2K | SEC |
| 2026-05-15 | 05-19 | Putnam James S | Director | A 獲配股票 | 712 | – | – | 137K | SEC |
| 2026-05-15 | 05-19 | SCHIFTER RICHARD P | Director | A 獲配股票 | 712 | – | – | 38.8K | SEC |
| 2026-05-15 | 05-19 | MULCAHY ANNE M | Director | A 獲配股票 | 712 | – | – | 37.1K | SEC |
| 2026-05-15 | 05-19 | Mnookin Allison | Director | A 獲配股票 | 712 | – | – | 11.8K | SEC |
| 2026-05-15 | 05-19 | Khanna Somesh | Director | A 獲配股票 | 712 | – | – | 851 | SEC |
| 2026-05-15 | 05-19 | Ko Albert J | Director | A 獲配股票 | 712 | – | – | 3.3K | SEC |
| 2026-05-07 | 05-08 | Putnam James S | Director | G 贈與 | 100 | – | – | 137K | SEC |
| 2026-04-15 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 106 | 332.27 | 35K | 19.8K | SEC |
| 2026-04-15 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 595 | 331.09 | 197K | 19.9K | SEC |
| 2026-04-15 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 189 | 328.34 | 62K | 20.5K | SEC |
| 2026-04-15 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 220 | 327.45 | 72K | 20.7K | SEC |
| 2026-04-14 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 330 | 325.00 | 107K | 21.1K | SEC |
| 2026-04-14 | 04-16 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 139 | 326.16 | 45K | 20.9K | SEC |
| 2026-03-24 | 03-26 | EBERHART PAULETT | Director | A 獲配股票 | 5 | – | – | 17.0K | SEC |
| 2026-03-24 | 03-26 | BERNARD EDWARD C | Director | A 獲配股票 | 4 | – | – | 15.2K | SEC |
| 2026-03-24 | 03-26 | Thomas Corey E. | Director | A 獲配股票 | 7 | – | – | 13.8K | SEC |
| 2026-03-24 | 03-26 | SCHIFTER RICHARD P | Director | A 獲配股票 | 19 | – | – | 38.1K | SEC |
| 2026-03-24 | 03-26 | Putnam James S | Director | A 獲配股票 | 10 | – | – | 137K | SEC |
| 2026-03-24 | 03-26 | Mnookin Allison | Director | A 獲配股票 | 3 | – | – | 11.0K | SEC |
| 2026-03-24 | 03-26 | Glavin William Francis Jr | Director | A 獲配股票 | 15 | – | – | 23.3K | SEC |
| 2026-03-10 | 03-11 | Cohen Marc Eliot | Group Managing Director | S 公開市場賣出 | 1.1K | 309.72 | 337K | 4.4K | SEC |
| 2026-03-09 | 03-11 | Cohen Marc Eliot | Group Managing Director | S 公開市場賣出 | 2.2K | 308.75 | 683K | 5.5K | SEC |
| 2026-03-09 | 03-11 | Cohen Marc Eliot | Group Managing Director | M 選擇權執行 | 2.2K | 77.53 | 171K | 7.7K | SEC |
| 2026-03-02 | 03-04 | Jambusaria Aneri | Group Managing Director | S 公開市場賣出(10b5-1) | 308 | 306.00 | 94K | 6.7K | SEC |
| 2026-02-26 | 02-27 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 666 | 320.99 | 214K | 14.5K | SEC |
| 2026-02-26 | 02-27 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 169 | 321.74 | 54K | 14.3K | SEC |
| 2026-02-26 | 02-27 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 628 | 319.38 | 201K | 15.1K | SEC |
| 2026-02-26 | 02-27 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 463 | 318.38 | 147K | 15.8K | SEC |
| 2026-02-26 | 02-27 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 274 | 319.32 | 87K | 22.3K | SEC |
| 2026-02-26 | 02-27 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 348 | 318.51 | 111K | 22.6K | SEC |
| 2026-02-26 | 02-27 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 506 | 321.04 | 162K | 21.8K | SEC |
| 2026-02-26 | 02-27 | Audette Matthew J | President and CFO | S 公開市場賣出(10b5-1) | 453 | 322.15 | 146K | 21.4K | SEC |
| 2026-02-26 | 02-27 | Enyedi Matthew | Group Managing Director | S 公開市場賣出(10b5-1) | 183 | 322.72 | 59K | 14.1K | SEC |
| 2026-02-25 | 02-27 | Audette Matthew J | President and CFO | A 獲配股票 | 6.6K | – | – | 23.0K | SEC |
| 2026-02-25 | 02-27 | Audette Matthew J | President and CFO | F 繳稅扣股 | 2.4K | 318.47 | 749K | 16.3K | SEC |
| 2026-02-25 | 02-27 | Gates Greg | Group Managing Director | A 獲配股票 | 1.9K | – | – | 16.5K | SEC |
| 2026-02-25 | 02-27 | Field Emily | Group Managing Director | A 獲配股票 | 1.1K | – | – | 1.9K | SEC |
| 2026-02-25 | 02-27 | Enyedi Matthew | Group Managing Director | A 獲配股票 | 2.2K | – | – | 16.2K | SEC |
| 2026-02-25 | 02-27 | Enyedi Matthew | Group Managing Director | F 繳稅扣股 | 1.3K | 318.47 | 425K | 14.1K | SEC |
| 2026-02-25 | 02-27 | Enyedi Matthew | Group Managing Director | A 獲配股票 | 1.8K | – | – | 15.4K | SEC |
| 2026-02-25 | 02-27 | Cohen Marc Eliot | Group Managing Director | A 獲配股票 | 1.4K | – | – | 5.5K | SEC |
| 2026-02-25 | 02-27 | Cohen Marc Eliot | Group Managing Director | F 繳稅扣股 | 483 | 318.47 | 154K | 4.1K | SEC |
| 2026-02-25 | 02-27 | Cohen Marc Eliot | Group Managing Director | A 獲配股票 | 537 | – | – | 4.6K | SEC |
| 2026-02-25 | 02-27 | Audette Matthew J | President and CFO | A 獲配股票 | 2.2K | – | – | 18.7K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 4.7M | 1.3B | 新進 | 新進 |
| Dodge & Cox | 4.6M | 1.3B | 新進 | 新進 |
| Boston Partners | 4.3M | 1.2B | 新進 | 新進 |
| Jupiter Topco LLC | 4.2M | 1.2B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | 1.1B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | 1.0B | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 2.7M | 756M | 新進 | 新進 |
| SAMLYN CAPITAL, LLC | 2.4M | 678M | 新進 | 新進 |
| Capital World Investors | 2.3M | 660M | 新進 | 新進 |
| STATE STREET CORP | 1.9M | 545M | 新進 | 新進 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.8M | 487M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.7M | 478M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 422M | 新進 | 新進 |
| Assenagon Asset Management S.A. | 1.5M | 421M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 1.4M | 417M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.5M | 414M | 新進 | 新進 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4M | 404M | 新進 | 新進 |
| 孤松 LONE PINE CAPITAL LLC | 1.2M | 343M | 新進 | 新進 |
| SurgoCap Partners LP | 1.1M | 299M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.1M | 297M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 1.0M | 295M | 新進 | 新進 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.0M | 290M | 新進 | 新進 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 993K | 280M | 新進 | 新進 |
| FMR LLC | 981K | 276M | 新進 | 新進 |
| MARSHALL WACE, LLP | 976K | 275M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 766 -3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 766 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 83.6M · 100.0% |
| 合計季末市值 | 23.3B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.9M |
|---|---|
| 與上期比 | -22.5% |
| 佔流通股數 | 2.42% |
| 日均成交量 | 498K |
| 回補天數 | 3.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.9M | -22.5% | 2.42% | 498K | 3.8 |
| 2026-08-14 | 2.5M | -14.9% | 3.13% | 665K | 3.7 |
| 2026-07-31 | 2.9M | -40.4% | 3.68% | 721K | 4.0 |
| 2026-07-15 | 4.9M | +12.4% | 6.16% | 699K | 6.9 |
| 2026-06-30 | 4.3M | +14.8% | 5.48% | 1.3M | 3.2 |
| 2026-06-15 | 3.8M | +26.6% | 4.77% | 1.0M | 3.7 |
| 2026-05-29 | 3.0M | -5.8% | 3.77% | 1.3M | 2.3 |
| 2026-05-15 | 3.2M | -3.2% | 4.00% | 908K | 3.5 |
| 2026-04-30 | 3.3M | +3.5% | 4.13% | 732K | 4.4 |
| 2026-04-15 | 3.1M | -15.9% | 4.00% | 762K | 4.1 |
| 2026-03-31 | 3.7M | +14.5% | 4.75% | 1.1M | 3.6 |
| 2026-03-13 | 3.3M | +10.6% | 4.15% | 933K | 3.5 |
| 2026-02-27 | 3.0M | +2.9% | 3.75% | 1.1M | 2.8 |
| 2026-02-13 | 2.9M | +2.5% | 3.65% | 1.5M | 1.9 |
| 2026-01-30 | 2.8M | +1.6% | 3.56% | 680K | 4.1 |
| 2026-01-15 | 2.8M | +1.0% | 3.50% | 550K | 5.0 |
| 2025-12-31 | 2.7M | +10.6% | 3.47% | 694K | 3.9 |
| 2025-12-15 | 2.5M | +7.5% | 3.14% | 637K | 3.9 |
| 2025-11-28 | 2.3M | -18.6% | 2.92% | 565K | 4.1 |
| 2025-11-14 | 2.8M | +17.4% | 3.58% | 645K | 4.4 |
| 2025-10-31 | 2.4M | +11.5% | 3.05% | 1.1M | 2.2 |
| 2025-10-15 | 2.2M | -2.1% | 2.74% | 909K | 2.4 |
| 2025-09-30 | 2.2M | +0.8% | 2.80% | 921K | 2.4 |
| 2025-09-15 | 2.2M | -7.9% | 2.77% | 1.0M | 2.1 |
| 2025-08-29 | 2.4M | -16.1% | 3.01% | 604K | 3.9 |
| 2025-08-15 | 2.8M | +31.2% | 3.59% | 952K | 3.0 |