13F 机构持仓

Allworth Financial LP

FOLSOM CA · SEC CIK 0001555170

2026Q22026Q1 更早 9 个季度 🔒
$235.57亿2026Q2 申报市值
5,137持仓数
44.7%前十大占比 · 第一大 10.8%
203 / 356新建仓 / 清仓
申报市值走势$235.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 10.8%
BND 5.9%
SPYG 5.3%
BSV 5.1%
SPDW 4.8%
SPYV 4.8%
AAPL 2.2%
JBND 2.1%
GOVT 2.0%
VO 1.8%

2026Q2 买入最多 按季末市值估算

JBND 加仓+$1.59亿
INVESCO ADVANTAG 重新持有+$9,030.23万
INNOVATOR ETFS T 新建仓+$5,044.97万
QUANTA SVCS INC 重新持有+$4,917.67万
KAPR 加仓+$3,506.91万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$6.00亿
BND 减仓-$3.91亿
SPDW 减仓-$3.55亿
SPYG 减仓-$2.22亿
BSV 减仓-$1.71亿

2026Q2 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
IQQQ PROSHARES TR $1.20万0.00%237 00.0% — 不变
SMG SCOTTS MIRACLE-GRO CO $1.21万0.00%177 -29-14.1% -$1,975 减仓
— GLOBAL X FDS $1.21万0.00%175 00.0% — 不变
FBK FB FINL CORP $1.21万0.00%218 -60-21.6% -$3,321 减仓
NSSC NAPCO SEC TECHNOLOGIES INC $1.21万0.00%318 -11-3.3% -$418 减仓
WT WISDOMTREE INC $1.21万0.00%713 -223-23.8% -$3,778 减仓
OMDA OMADA HEALTH INC $1.21万0.00%553 9119.7% $1,998 加仓
— PHENIXFIN CORP $1.22万0.00%286 00.0% — 不变
SUNC SUNOCOCORP LLC $1.22万0.00%180 143386.5% $9,677 加仓
VCTR VICTORY CAP HLDGS INC DEL $1.22万0.00%145 2318.9% $1,934 加仓
AROW ARROW FINL CORP $1.22万0.00%298 154106.9% $6,313 加仓
KOF COCA-COLA FEMSA SAB DE CV $1.22万0.00%115 4155.4% $4,356 加仓
GCO GENESCO INC $1.22万0.00%362 15574.9% $5,234 加仓
OPRT OPORTUN FINL CORP $1.22万0.00%2,141 1,112108.1% $6,350 加仓
— GCM GROSVENOR INC $1.22万0.00%994 679215.6% $8,352 重新持有
NAT NORDIC AMERICAN TANKERS LIMI $1.22万0.00%2,209 -1,966-47.1% -$1.09万 减仓
XLSR SSGA ACTIVE TR $1.23万0.00%189 -305-61.7% -$1.98万 减仓
— TRANSCONTINENTAL RLTY INVS $1.23万0.00%267 6733.5% $3,081 加仓
REGL PROSHARES TR $1.23万0.00%134 00.0% — 不变
MAC MACERICH CO $1.23万0.00%489 7718.7% $1,941 加仓
SENEA SENECA FOODS CORP NEW $1.24万0.00%71 2039.2% $3,479 加仓
PLOW DOUGLAS DYNAMICS INC $1.24万0.00%229 7447.7% $3,992 加仓
SEZL SEZZLE INC $1.24万0.00%72 2450.0% $4,119 加仓
— NERVGEN PHARMA CORP $1.24万0.00%6,000 00.0% — 不变
TRMK TRUSTMARK CORP $1.24万0.00%270 -1-0.4% -$46 减仓
— GRAYSCALE COINDESK CRYPTO $1.25万0.00%472 -6,901-93.6% -$18.21万 减仓
SAH SONIC AUTOMOTIVE INC $1.25万0.00%147 3126.7% $2,629 加仓
RZLT REZOLUTE INC $1.25万0.00%2,401 1,217102.8% $6,329 加仓
CTS CTS CORP $1.25万0.00%192 6753.6% $4,368 加仓
EGY VAALCO ENERGY INC $1.25万0.00%2,469 1345.7% $681 加仓
NSIT INSIGHT ENTERPRISES INC $1.25万0.00%103 77.3% $853 加仓
SGDM SPROTT ETF TRUST $1.26万0.00%200 -157-44.0% -$9,871 减仓
BF/A BROWN FORMAN CORP $1.26万0.00%460 264134.7% $7,223 加仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $1.26万0.00%3,462 1083.2% $393 加仓
BBAI BIGBEAR AI HLDGS INC $1.26万0.00%3,439 35711.6% $1,310 加仓
MNR MACH NATURAL RESOURCES LP $1.26万0.00%1,000 00.0% — 不变
MSB MESABI TR $1.26万0.00%500 00.0% — 不变
— WESTERN ASSET MUN HIGH INCOM $1.27万0.00%1,808 00.0% — 不变
PBEU TIDAL TR IV $1.27万0.00%386 386— $1.27万 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC $1.27万0.00%120 4253.8% $4,434 加仓
JHSC JOHN HANCOCK EXCHANGE TRADED $1.27万0.00%261 00.0% — 不变
BFLY BUTTERFLY NETWORK INC $1.27万0.00%1,513 503.4% $421 加仓
DLX DELUXE CORP MEDIUM TERM NTS $1.28万0.00%534 -101-15.9% -$2,412 减仓
QURE UNIQURE NV $1.28万0.00%278 187205.5% $8,613 加仓
CXM SPRINKLR INC $1.28万0.00%2,486 -2,262-47.6% -$1.17万 减仓
DFJ WISDOMTREE TR $1.28万0.00%122 00.0% — 不变
GSBC GREAT SOUTHN BANCORP INC $1.29万0.00%164 149.3% $1,098 加仓
GNK GENCO SHIPPING & TRADING LTD $1.29万0.00%519 7817.7% $1,934 加仓
SMDV PROSHARES TR $1.29万0.00%167 00.0% — 不变
INDI INDIE SEMICONDUCTOR INC $1.29万0.00%2,873 -1,440-33.4% -$6,466 减仓
INBK FIRST INTERNET BANCORP $1.29万0.00%465 398594.0% $1.11万 加仓
FSUN FIRSTSUN CAP BANCORP $1.29万0.00%334 296778.9% $1.15万 加仓
IBCP INDEPENDENT BK CORP MICH $1.29万0.00%359 13560.3% $4,870 加仓
TDS TELEPHONE & DATA SYS INC $1.30万0.00%350 -26-6.9% -$962 减仓
DGII DIGI INTL INC $1.30万0.00%173 110174.6% $8,245 加仓
ASLE AERSALE CORPORATION $1.30万0.00%2,053 61843.1% $3,906 加仓
FMNB FARMERS NATIONAL BANC CORP $1.30万0.00%892 601206.5% $8,775 加仓
— ALPHABET INC $1.30万0.00%256 256— $1.30万 新建仓
— WISDOMTREE TR $1.30万0.00%296 00.0% — 不变
FIDU FIDELITY COVINGTON TRUST $1.30万0.00%131 1412.0% $1,395 加仓
GCC WISDOMTREE TR $1.31万0.00%580 580— $1.31万 新建仓
ALMS ALUMIS INC $1.31万0.00%467 -36-7.2% -$1,013 减仓
VGNT VERSIGENT PLC $1.32万0.00%314 314— $1.32万 新建仓
OSBC OLD SECOND BANCORP INC DEL $1.32万0.00%566 5811.4% $1,353 加仓
TFPM TRIPLE FLAG PRECIOUS METAL $1.32万0.00%441 -837-65.5% -$2.51万 减仓
PBP INVESCO EXCHANGE TRADED FD T $1.32万0.00%578 578— $1.32万 新建仓
SGRY SURGERY PARTNERS INC $1.33万0.00%789 23742.9% $3,982 加仓
AYA AYA GOLD & SILVER INC $1.33万0.00%700 700— $1.33万 新建仓
OFIX ORTHOFIX MED INC $1.33万0.00%1,453 1,255633.8% $1.15万 加仓
SSYS STRATASYS LTD $1.33万0.00%1,552 00.0% — 不变
— PROSHARES TR $1.33万0.00%113 00.0% — 不变
NN NEXTNAV INC $1.33万0.00%747 28260.6% $5,028 加仓
MDST ULTIMUS MANAGERS TR $1.33万0.00%462 462— $1.33万 新建仓
— GRANITESHARES ETF TR $1.33万0.00%554 00.0% — 不变
VLGEA VILLAGE SUPER MKT INC $1.34万0.00%317 113.6% $464 加仓
LRMR LARIMAR THERAPEUTICS INC $1.34万0.00%4,388 2,866188.3% $8,742 加仓
CALX CALIX INC $1.34万0.00%359 7928.2% $2,948 加仓
— KRANESHARES TRUST $1.34万0.00%390 -389-49.9% -$1.34万 减仓
RUM RUM GROUP INC $1.34万0.00%2,116 -1,224-36.6% -$7,760 减仓
INN SUMMIT HOTEL PPTYS $1.34万0.00%1,916 1,325224.2% $9,287 加仓
UFPI UFP INDUSTRIES INC $1.34万0.00%148 -115-43.7% -$1.04万 减仓
BCC BOISE CASCADE CO DEL $1.34万0.00%173 88103.5% $6,831 加仓
— TONIX PHARMACEUTICALS HLDG C $1.34万0.00%1,053 823357.8% $1.05万 加仓
WIW WESTERN AST INFL LKD OPP & I $1.34万0.00%1,600 30023.1% $2,520 加仓
SBS COMPANHIA DE SANEAMENTO BASI $1.35万0.00%2,332 -3,233-58.1% -$1.87万 减仓
BJRI BJS RESTAURANTS INC $1.35万0.00%222 117111.4% $7,106 加仓
CAL CALERES INC $1.35万0.00%1,093 54398.7% $6,718 加仓
HUBG HUB GROUP INC $1.35万0.00%309 -26-7.8% -$1,139 减仓
CRC CALIFORNIA RES CORP $1.35万0.00%256 -58-18.5% -$3,067 减仓
EDIT EDITAS MEDICINE INC $1.35万0.00%4,180 69219.8% $2,242 加仓
RAMP LIVERAMP HLDGS INC $1.36万0.00%360 -596-62.3% -$2.24万 减仓
BYD BOYD GAMING CORP $1.36万0.00%154 -644-80.7% -$5.69万 减仓
PDS PRECISION DRILLING CORP $1.36万0.00%178 -223-55.6% -$1.71万 减仓
— FRANKLIN TEMPLETON ETF TR $1.37万0.00%110 00.0% — 不变
FTHY FIRST TR HIGH YIELD OPPRT 20 $1.37万0.00%1,000 00.0% — 不变
RWR SPDR SERIES TRUST $1.37万0.00%121 -525-81.3% -$5.95万 减仓
— EVE HLDG INC $1.37万0.00%5,462 2,54587.2% $6,388 加仓
— PENNANT GROUP INC $1.37万0.00%372 325691.5% $1.20万 重新持有
— MICROVAST HOLDINGS INC $1.38万0.00%11,767 8,442253.9% $9,878 加仓
XP XP INC $1.38万0.00%847 -407-32.5% -$6,618 减仓