Allworth Financial LP
FOLSOM CA · SEC CIK 0001555170
$246.67亿2026Q1 申报市值
5,171持仓数
46.5%前十大占比 · 第一大 11.1%
318 / 189新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$2.15亿
DIMENSIONAL ETF 加仓+$6,785.01万
DFCF 加仓+$5,818.41万
DIMENSIONAL ETF 加仓+$4,989.34万
INNOVATOR ETFS T 新建仓+$4,409.84万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$1.65亿
INNOVATOR ETFS T 减仓-$3,953.14万
SCHD 减仓-$3,811.94万
INNOVATOR ETFS T 减仓-$2,729.74万
POCT 减仓-$2,593.49万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DXPE | DXP ENTERPRISES INC | $5,869 | 0.00% | 42 | 9 | 27.3% | $1,258 | 加仓 |
| ANNX | ANNEXON INC | $5,878 | 0.00% | 1,061 | 645 | 155.0% | $3,573 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $5,898 | 0.00% | 861 | -2,892 | -77.1% | -$1.98万 | 减仓 |
| — | ETFIS SER TR I | $5,898 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $5,902 | 0.00% | 117 | 59 | 101.7% | $2,976 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $5,907 | 0.00% | 962 | 8 | 0.8% | $49 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $5,911 | 0.00% | 1,463 | 934 | 176.6% | $3,774 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $5,915 | 0.00% | 469 | 171 | 57.4% | $2,157 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $5,925 | 0.00% | 543 | 73 | 15.5% | $797 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $5,933 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5,954 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $5,963 | 0.00% | 3,042 | 1,505 | 97.9% | $2,950 | 加仓 |
| CALY | CALLAWAY GOLF CO | $5,969 | 0.00% | 430 | 41 | 10.5% | $569 | 加仓 |
| CTS | CTS CORP | $5,970 | 0.00% | 125 | -34 | -21.4% | -$1,624 | 减仓 |
| GCO | GENESCO INC | $6,001 | 0.00% | 207 | 149 | 256.9% | $4,320 | 加仓 |
| SVM | SILVERCORP METALS INC | $6,026 | 0.00% | 561 | -512 | -47.7% | -$5,500 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $6,033 | 0.00% | 1,965 | 1,861 | 1,789.4% | $5,714 | 加仓 |
| — | TIDAL TRUST II | $6,062 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $6,062 | 0.00% | 984 | 810 | 465.5% | $4,990 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $6,067 | 0.00% | 1,134 | 207 | 22.3% | $1,107 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $6,067 | 0.00% | 942 | 324 | 52.4% | $2,087 | 加仓 |
| IHF | ISHARES TR | $6,069 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC | $6,075 | 0.00% | 1,390 | 341 | 32.5% | $1,490 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $6,082 | 0.00% | 111 | 11 | 11.0% | $603 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $6,083 | 0.00% | 573 | 18 | 3.2% | $191 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $6,094 | 0.00% | 472 | 207 | 78.1% | $2,673 | 加仓 |
| CHCO | CITY HLDG CO | $6,096 | 0.00% | 51 | 19 | 59.4% | $2,271 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $6,102 | 0.00% | 150 | 150 | — | $6,102 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $6,104 | 0.00% | 362 | 292 | 417.1% | $4,924 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $6,105 | 0.00% | 208 | 208 | — | $6,105 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $6,111 | 0.00% | 439 | 391 | 814.6% | $5,443 | 加仓 |
| — | XUNLEI LTD | $6,116 | 0.00% | 1,100 | 1,100 | — | $6,116 | 新建仓 |
| — | ISHARES TR | $6,127 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $6,131 | 0.00% | 124 | 124 | — | $6,131 | 新建仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $6,142 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $6,153 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6,153 | 0.00% | 238 | 233 | 4,660.0% | $6,024 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $6,168 | 0.00% | 82 | 34 | 70.8% | $2,557 | 加仓 |
| CERS | CERUS CORP | $6,172 | 0.00% | 3,391 | 745 | 28.2% | $1,356 | 加仓 |
| TRUP | TRUPANION INC | $6,173 | 0.00% | 241 | 1 | 0.4% | $26 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,179 | 0.00% | 145 | 88 | 154.4% | $3,750 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $6,191 | 0.00% | 169 | 50 | 42.0% | $1,832 | 加仓 |
| VET | VERMILION ENERGY INC | $6,201 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $6,233 | 0.00% | 149 | 65 | 77.4% | $2,719 | 加仓 |
| — | PROSHARES TR | $6,245 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $6,257 | 0.00% | 65 | 18 | 38.3% | $1,733 | 加仓 |
| UTZ | UTZ BRANDS INC | $6,265 | 0.00% | 791 | 384 | 94.3% | $3,041 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $6,299 | 0.00% | 226 | -150 | -39.9% | -$4,181 | 减仓 |
| OMCL | OMNICELL COM | $6,309 | 0.00% | 189 | 28 | 17.4% | $935 | 加仓 |
| LEN/B | LENNAR CORP | $6,309 | 0.00% | 75 | 7 | 10.3% | $589 | 加仓 |
| — | SOLIDION TECHNOLOGY INC | $6,310 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $6,353 | 0.00% | 1,369 | 489 | 55.6% | $2,269 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $6,373 | 0.00% | 3,354 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $6,381 | 0.00% | 432 | 303 | 234.9% | $4,476 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $6,382 | 0.00% | 236 | 42 | 21.6% | $1,136 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $6,391 | 0.00% | 96 | 96 | — | $6,391 | 新建仓 |
| VREX | VAREX IMAGING CORP | $6,398 | 0.00% | 603 | 38 | 6.7% | $403 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $6,418 | 0.00% | 194 | 13 | 7.2% | $430 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $6,433 | 0.00% | 96 | 72 | 300.0% | $4,825 | 加仓 |
| ZIP | ZIPRECRUITER INC | $6,439 | 0.00% | 3,499 | 2,661 | 317.5% | $4,897 | 加仓 |
| TLS | TELOS CORP MD | $6,441 | 0.00% | 1,537 | 1,410 | 1,110.2% | $5,909 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $6,449 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $6,453 | 0.00% | 54 | -2 | -3.6% | -$239 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $6,483 | 0.00% | 152 | 24 | 18.8% | $1,024 | 加仓 |
| CVI | CVR ENERGY INC | $6,495 | 0.00% | 193 | 110 | 132.5% | $3,702 | 加仓 |
| — | DRILLING TOOLS INTL CORP | $6,495 | 0.00% | 1,500 | 1,500 | — | $6,495 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $6,506 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $6,508 | 0.00% | 257 | 257 | — | $6,508 | 新建仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $6,519 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $6,524 | 0.00% | 155 | 69 | 80.2% | $2,904 | 加仓 |
| POET | POET TECHNOLOGIES INC | $6,534 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $6,551 | 0.00% | 550 | 132 | 31.6% | $1,572 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $6,558 | 0.00% | 108 | 15 | 16.1% | $911 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $6,561 | 0.00% | 474 | -85 | -15.2% | -$1,177 | 重新持有 |
| SGRY | SURGERY PARTNERS INC | $6,580 | 0.00% | 552 | 144 | 35.3% | $1,717 | 加仓 |
| FEIM | FREQUENCY ELECTRS INC | $6,595 | 0.00% | 149 | 9 | 6.4% | $398 | 加仓 |
| TMFC | RBB FD INC | $6,607 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $6,609 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED ALP | $6,619 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $6,620 | 0.00% | 863 | 863 | — | $6,620 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $6,625 | 0.00% | 825 | 82 | 11.0% | $658 | 加仓 |
| KWEB | KRANESHARES TRUST | $6,625 | 0.00% | 233 | 157 | 206.6% | $4,464 | 加仓 |
| — | NEW FORTRESS ENERGY INC | $6,630 | 0.00% | 11,237 | 6,641 | 144.5% | $3,918 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $6,631 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $6,636 | 0.00% | 1,146 | 905 | 375.5% | $5,240 | 加仓 |
| KELYA | KELLY SVCS INC | $6,638 | 0.00% | 750 | -79 | -9.5% | -$699 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $6,641 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $6,651 | 0.00% | 652 | 214 | 48.9% | $2,183 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $6,695 | 0.00% | 282 | 141 | 100.0% | $3,348 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $6,716 | 0.00% | 245 | -2,192 | -89.9% | -$6.01万 | 减仓 |
| RLX | RLX TECHNOLOGY INC | $6,726 | 0.00% | 3,057 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $6,733 | 0.00% | 2,953 | 901 | 43.9% | $2,054 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $6,733 | 0.00% | 2,379 | 200 | 9.2% | $566 | 加仓 |
| SETM | SPROTT FDS TR | $6,749 | 0.00% | 204 | 204 | — | $6,749 | 新建仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $6,758 | 0.00% | 124 | 70 | 129.6% | $3,815 | 加仓 |
| OBE | OBSIDIAN ENERGY LTD | $6,762 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $6,785 | 0.00% | 627 | -15 | -2.3% | -$162 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $6,790 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $6,791 | 0.00% | 223 | -51 | -18.6% | -$1,553 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $6,795 | 0.00% | 393 | 214 | 119.6% | $3,700 | 加仓 |