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 |
|---|---|---|---|---|---|---|---|---|
| ATRC | ATRICURE INC | $9,216 | 0.00% | 323 | 295 | 1,053.6% | $8,417 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $9,219 | 0.00% | 276 | 10 | 3.8% | $334 | 加仓 |
| HBT | HBT FINL INC. | $9,219 | 0.00% | 345 | 323 | 1,468.2% | $8,631 | 加仓 |
| VSEC | VSE CORP | $9,221 | 0.00% | 50 | 3 | 6.4% | $553 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $9,223 | 0.00% | 3,366 | -83 | -2.4% | -$227 | 减仓 |
| ATEX | ANTERIX INC | $9,242 | 0.00% | 242 | 45 | 22.8% | $1,719 | 加仓 |
| WLTH | WEALTHFRONT CORP | $9,250 | 0.00% | 1,000 | 500 | 100.0% | $4,625 | 加仓 |
| — | VANECK ETF TRUST | $9,264 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $9,270 | 0.00% | 2,060 | 17 | 0.8% | $76 | 加仓 |
| VC | VISTEON CORP | $9,385 | 0.00% | 103 | -85 | -45.2% | -$7,745 | 减仓 |
| CASK | MGP INGREDIENTS INC NEW | $9,398 | 0.00% | 511 | 167 | 48.5% | $3,071 | 加仓 |
| DDD | 3D SYS CORP DEL | $9,436 | 0.00% | 5,019 | 3,284 | 189.3% | $6,174 | 加仓 |
| — | INTELLICHECK MOBILISA INC | $9,437 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $9,452 | 0.00% | 113 | 1 | 0.9% | $84 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $9,466 | 0.00% | 681 | 674 | 9,628.6% | $9,369 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $9,470 | 0.00% | 150 | 28 | 23.0% | $1,768 | 加仓 |
| — | EA SERIES TRUST | $9,476 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| TBBK | BANCORP INC DEL | $9,511 | 0.00% | 177 | 163 | 1,164.3% | $8,759 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $9,533 | 0.00% | 160 | 96 | 150.0% | $5,720 | 加仓 |
| — | CANTALOUPE INC | $9,535 | 0.00% | 882 | 61 | 7.4% | $659 | 加仓 |
| — | MIND TECHNOLOGY INC | $9,536 | 0.00% | 1,142 | 42 | 3.8% | $351 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $9,561 | 0.00% | 813 | 812 | 81,200.0% | $9,549 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $9,565 | 0.00% | 280 | 37 | 15.2% | $1,264 | 加仓 |
| — | AMERICAN CENTY ETF TR | $9,572 | 0.00% | 209 | 209 | — | $9,572 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $9,576 | 0.00% | 49 | 34 | 226.7% | $6,645 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $9,590 | 0.00% | 354 | 135 | 61.6% | $3,657 | 加仓 |
| FBNC | FIRST BANCORP N C | $9,593 | 0.00% | 170 | 57 | 50.4% | $3,216 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $9,605 | 0.00% | 611 | 23 | 3.9% | $362 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $9,613 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BK CORP | $9,646 | 0.00% | 191 | -24 | -11.2% | -$1,212 | 减仓 |
| NUMV | NUSHARES ETF TR | $9,654 | 0.00% | 249 | 4 | 1.6% | $155 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $9,685 | 0.00% | 220 | 49 | 28.7% | $2,157 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $9,693 | 0.00% | 153 | 36 | 30.8% | $2,281 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $9,701 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $9,719 | 0.00% | 302 | 64 | 26.9% | $2,060 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $9,725 | 0.00% | 120 | 33 | 37.9% | $2,674 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $9,730 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MVBF | MVB FINL CORP | $9,740 | 0.00% | 392 | 339 | 639.6% | $8,423 | 加仓 |
| PI | IMPINJ INC | $9,757 | 0.00% | 95 | -27 | -22.1% | -$2,773 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $9,759 | 0.00% | 195 | 95 | 95.0% | $4,754 | 加仓 |
| LIVN | LIVANOVA PLC | $9,789 | 0.00% | 154 | 50 | 48.1% | $3,178 | 加仓 |
| VCYT | VERACYTE INC | $9,792 | 0.00% | 304 | 251 | 473.6% | $8,085 | 加仓 |
| GBX | GREENBRIER COS INC | $9,793 | 0.00% | 186 | 19 | 11.4% | $1,000 | 加仓 |
| — | CHERRY HILL MTG INVT CORP | $9,798 | 0.00% | 3,919 | 43 | 1.1% | $108 | 加仓 |
| ACMR | ACM RESH INC | $9,799 | 0.00% | 249 | -83 | -25.0% | -$3,266 | 减仓 |
| IAUX | I-80 GOLD CORP | $9,803 | 0.00% | 6,449 | 5,094 | 375.9% | $7,743 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $9,810 | 0.00% | 685 | -454 | -39.9% | -$6,502 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9,826 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO ETF TR | $9,830 | 0.00% | 194 | -3 | -1.5% | -$152 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $9,862 | 0.00% | 7,044 | 1,261 | 21.8% | $1,765 | 加仓 |
| WS | WORTHINGTON STL INC | $9,864 | 0.00% | 325 | 43 | 15.2% | $1,305 | 加仓 |
| IQQQ | PROSHARES TR | $9,881 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $9,886 | 0.00% | 517 | 316 | 157.2% | $6,043 | 加仓 |
| EBF | ENNIS INC | $9,897 | 0.00% | 462 | 127 | 37.9% | $2,721 | 加仓 |
| — | RBB FD INC | $9,899 | 0.00% | 491 | -100 | -16.9% | -$2,016 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $9,929 | 0.00% | 601 | -45 | -7.0% | -$743 | 减仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $9,930 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GNK | GENCO SHIPPING & TRADING LTD | $9,952 | 0.00% | 441 | 64 | 17.0% | $1,444 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $9,968 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $9,979 | 0.00% | 370 | 370 | — | $9,979 | 新建仓 |
| HLIT | HARMONIC INC | $9,986 | 0.00% | 1,112 | 263 | 31.0% | $2,362 | 加仓 |
| FUTU | FUTU HLDGS LTD | $1.00万 | 0.00% | 73 | 30 | 69.8% | $4,111 | 加仓 |
| CHEF | CHEFS WHSE INC | $1.00万 | 0.00% | 168 | 19 | 12.8% | $1,132 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1.01万 | 0.00% | 205 | 91 | 79.8% | $4,464 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $1.01万 | 0.00% | 49 | 7 | 16.7% | $1,437 | 加仓 |
| SAIL | SAILPOINT INC | $1.01万 | 0.00% | 762 | 643 | 540.3% | $8,513 | 加仓 |
| EMBC | EMBECTA CORP | $1.01万 | 0.00% | 1,142 | -333 | -22.6% | -$2,944 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.01万 | 0.00% | 117 | 25 | 27.2% | $2,163 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $1.01万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $1.01万 | 0.00% | 103 | 45 | 77.6% | $4,427 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1.01万 | 0.00% | 399 | 387 | 3,225.0% | $9,830 | 加仓 |
| MLKN | MILLERKNOLL INC | $1.01万 | 0.00% | 701 | 580 | 479.3% | $8,387 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $1.01万 | 0.00% | 281 | 81 | 40.5% | $2,924 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $1.02万 | 0.00% | 307 | -19 | -5.8% | -$628 | 减仓 |
| UMH | UMH PPTYS INC | $1.02万 | 0.00% | 704 | -56 | -7.4% | -$808 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $1.02万 | 0.00% | 137 | 1 | 0.7% | $74 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.02万 | 0.00% | 779 | 0 | 0.0% | — | 重新持有 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1.02万 | 0.00% | 804 | 280 | 53.4% | $3,565 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $1.02万 | 0.00% | 508 | 7 | 1.4% | $141 | 加仓 |
| CAC | CAMDEN NATL CORP | $1.03万 | 0.00% | 216 | 30 | 16.1% | $1,424 | 加仓 |
| DIVB | ISHARES TR | $1.03万 | 0.00% | 190 | 190 | — | $1.03万 | 新建仓 |
| RXI | ISHARES TR | $1.03万 | 0.00% | 55 | 55 | — | $1.03万 | 新建仓 |
| HZO | MARINEMAX INC | $1.03万 | 0.00% | 379 | 346 | 1,048.5% | $9,363 | 加仓 |
| CARE | CARTER BANKSHARES INC | $1.03万 | 0.00% | 440 | 145 | 49.2% | $3,381 | 加仓 |
| — | AMPLIFY ETF TR | $1.03万 | 0.00% | 240 | -49 | -17.0% | -$2,097 | 减仓 |
| RGNX | REGENXBIO INC | $1.03万 | 0.00% | 1,226 | -327 | -21.1% | -$2,740 | 减仓 |
| MAX | MEDIAALPHA INC | $1.03万 | 0.00% | 1,105 | -156 | -12.4% | -$1,451 | 减仓 |
| — | ARCOSA INC | $1.03万 | 0.00% | 97 | -297 | -75.4% | -$3.15万 | 减仓 |
| LCII | LCI INDS | $1.03万 | 0.00% | 84 | 1 | 1.2% | $123 | 加仓 |
| OSCR | OSCAR HEALTH INC | $1.04万 | 0.00% | 903 | -797 | -46.9% | -$9,142 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1.04万 | 0.00% | 286 | 60 | 26.5% | $2,174 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $1.04万 | 0.00% | 369 | 0 | 0.0% | — | 重新持有 |
| BBDC | BARINGS BDC INC | $1.04万 | 0.00% | 1,261 | -15,770 | -92.6% | -$12.98万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.04万 | 0.00% | 290 | 104 | 55.9% | $3,726 | 加仓 |
| SARO | STANDARDAERO INC | $1.04万 | 0.00% | 404 | 149 | 58.4% | $3,849 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $1.04万 | 0.00% | 2,000 | 2,000 | — | $1.04万 | 新建仓 |
| RPAY | REPAY HLDGS CORP | $1.04万 | 0.00% | 4,019 | 3,024 | 303.9% | $7,863 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $1.05万 | 0.00% | 897 | 487 | 118.8% | $5,674 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $1.05万 | 0.00% | 7,928 | 3,877 | 95.7% | $5,118 | 加仓 |
| AIOT | POWERFLEET INC | $1.05万 | 0.00% | 3,399 | 3,167 | 1,365.1% | $9,754 | 加仓 |