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 |
|---|---|---|---|---|---|---|---|---|
| BFS | SAUL CTRS INC | $1.23万 | 0.00% | 379 | 11 | 3.0% | $358 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $1.24万 | 0.00% | 645 | 103 | 19.0% | $1,975 | 加仓 |
| — | WISDOMTREE TR | $1.24万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $1.24万 | 0.00% | 306 | 26 | 9.3% | $1,052 | 重新持有 |
| KRYS | KRYSTAL BIOTECH INC | $1.24万 | 0.00% | 48 | 21 | 77.8% | $5,425 | 加仓 |
| DFJ | WISDOMTREE TR | $1.24万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $1.24万 | 0.00% | 6,000 | 6,000 | — | $1.24万 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $1.25万 | 0.00% | 1,968 | 782 | 65.9% | $4,950 | 重新持有 |
| — | BITWISE XRP ETF | $1.25万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $1.25万 | 0.00% | 759 | -892 | -54.0% | -$1.46万 | 减仓 |
| GME | GAMESTOP CORP | $1.25万 | 0.00% | 541 | 288 | 113.8% | $6,636 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.25万 | 0.00% | 669 | 288 | 75.6% | $5,369 | 加仓 |
| STUB | STUBHUB HLDGS INC | $1.25万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DQ | DAQO NEW ENERGY CORP | $1.25万 | 0.00% | 587 | 86 | 17.2% | $1,829 | 加仓 |
| IMVT | IMMUNOVANT INC | $1.25万 | 0.00% | 503 | 26 | 5.5% | $646 | 加仓 |
| GRPN | GROUPON INC | $1.25万 | 0.00% | 1,050 | 1,034 | 6,462.5% | $1.23万 | 加仓 |
| ATEN | A10 NETWORKS INC | $1.25万 | 0.00% | 541 | 305 | 129.2% | $7,052 | 加仓 |
| CRNC | CERENCE INC | $1.25万 | 0.00% | 1,983 | 959 | 93.7% | $6,051 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $1.25万 | 0.00% | 206 | 17 | 9.0% | $1,033 | 加仓 |
| DJP | BARCLAYS BANK PLC | $1.25万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MUN HIGH INCOM | $1.25万 | 0.00% | 1,808 | 558 | 44.6% | $3,873 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.26万 | 0.00% | 174 | 134 | 335.0% | $9,703 | 加仓 |
| ZUMZ | ZUMIEZ INC | $1.26万 | 0.00% | 569 | 239 | 72.4% | $5,297 | 加仓 |
| APEI | AMERICAN PUB ED INC | $1.26万 | 0.00% | 222 | 82 | 58.6% | $4,664 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $1.26万 | 0.00% | 500 | 500 | — | $1.26万 | 新建仓 |
| — | BRASKEM SA | $1.27万 | 0.00% | 3,457 | 2,600 | 303.4% | $9,516 | 加仓 |
| AIN | ALBANY INTL CORP | $1.27万 | 0.00% | 243 | 215 | 767.9% | $1.12万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $1.27万 | 0.00% | 213 | -8,524 | -97.6% | -$50.81万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $1.27万 | 0.00% | 593 | 214 | 56.5% | $4,590 | 加仓 |
| RAL | RALLIANT CORP | $1.27万 | 0.00% | 306 | -205 | -40.1% | -$8,526 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $1.28万 | 0.00% | 7,250 | 98 | 1.4% | $172 | 加仓 |
| EEMS | ISHARES INC | $1.28万 | 0.00% | 185 | -1 | -0.5% | -$69 | 减仓 |
| VOXR | VOX ROYALTY CORP | $1.28万 | 0.00% | 2,444 | -1,888 | -43.6% | -$9,893 | 减仓 |
| COHU | COHU INC | $1.28万 | 0.00% | 419 | 37 | 9.7% | $1,133 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1.28万 | 0.00% | 72 | -39 | -35.1% | -$6,951 | 减仓 |
| PALC | PACER FDS TR | $1.29万 | 0.00% | 248 | 2 | 0.8% | $104 | 加仓 |
| — | WISDOMTREE TR | $1.29万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES INC | $1.29万 | 0.00% | 284 | -70 | -19.8% | -$3,172 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1.29万 | 0.00% | 159 | 76 | 91.6% | $6,153 | 加仓 |
| CMBT | CMB.TECH NV | $1.29万 | 0.00% | 1,018 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $1.29万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| VLGEA | VILLAGE SUPER MKT INC | $1.29万 | 0.00% | 306 | 269 | 727.0% | $1.14万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.29万 | 0.00% | 1,374 | 877 | 176.5% | $8,262 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1.30万 | 0.00% | 220 | 9 | 4.3% | $530 | 加仓 |
| DNUT | KRISPY KREME INC | $1.30万 | 0.00% | 3,827 | 1,938 | 102.6% | $6,570 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1.30万 | 0.00% | 329 | -6 | -1.8% | -$237 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $1.30万 | 0.00% | 1,051 | 8 | 0.8% | $99 | 加仓 |
| DCH | DAUCH CORP | $1.31万 | 0.00% | 2,202 | -2,383 | -52.0% | -$1.41万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.31万 | 0.00% | 235 | -123 | -34.4% | -$6,845 | 减仓 |
| CNK | CINEMARK HLDGS INC | $1.31万 | 0.00% | 460 | 337 | 274.0% | $9,612 | 加仓 |
| UPBD | UPBOUND GROUP INC | $1.31万 | 0.00% | 727 | 313 | 75.6% | $5,650 | 加仓 |
| REAL | THE REALREAL INC | $1.31万 | 0.00% | 1,447 | 1,399 | 2,914.6% | $1.27万 | 加仓 |
| ALRS | ALERUS FINL CORP | $1.32万 | 0.00% | 555 | 52 | 10.3% | $1,233 | 加仓 |
| JSML | JANUS DETROIT STR TR | $1.32万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $1.32万 | 0.00% | 2,004 | 1,756 | 708.1% | $1.15万 | 加仓 |
| SDRL | SEADRILL LTD | $1.32万 | 0.00% | 290 | 17 | 6.2% | $774 | 加仓 |
| CCB | COASTAL FINL CORP WA | $1.32万 | 0.00% | 174 | 20 | 13.0% | $1,522 | 加仓 |
| ARQQ | ARQIT QUANTUM INC | $1.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE CARNIVAL INC | $1.33万 | 0.00% | 850 | 174 | 25.7% | $2,713 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $1.33万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| USVM | VICTORY PORTFOLIOS II | $1.33万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $1.33万 | 0.00% | 2,247 | -2,727 | -54.8% | -$1.61万 | 减仓 |
| HBCP | HOMEBANCORP INC | $1.33万 | 0.00% | 219 | 80 | 57.6% | $4,847 | 重新持有 |
| EVCM | EVERCOMMERCE INC | $1.33万 | 0.00% | 1,161 | 1,099 | 1,772.6% | $1.26万 | 加仓 |
| NUVB | NUVATION BIO INC | $1.33万 | 0.00% | 3,094 | 355 | 13.0% | $1,523 | 加仓 |
| OPK | OPKO HEALTH INC | $1.33万 | 0.00% | 11,661 | 3,510 | 43.1% | $4,002 | 加仓 |
| RDNT | RADNET INC | $1.33万 | 0.00% | 238 | -169 | -41.5% | -$9,446 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $1.33万 | 0.00% | 2,464 | 45 | 1.9% | $243 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.33万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS | $1.33万 | 0.00% | 733 | 707 | 2,719.2% | $1.28万 | 加仓 |
| FRPH | FRP HLDGS INC | $1.33万 | 0.00% | 609 | 495 | 434.2% | $1.08万 | 加仓 |
| LGIH | LGI HOMES INC | $1.34万 | 0.00% | 338 | 111 | 48.9% | $4,388 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $1.34万 | 0.00% | 2,918 | 863 | 42.0% | $3,953 | 加仓 |
| UE | URBAN EDGE PPTYS | $1.34万 | 0.00% | 669 | 495 | 284.5% | $9,890 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.00% | 225 | 165 | 275.0% | $9,811 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1.34万 | 0.00% | 226 | 29 | 14.7% | $1,719 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $1.34万 | 0.00% | 2,315 | 550 | 31.2% | $3,190 | 重新持有 |
| — | ADVISORSHARES TR | $1.35万 | 0.00% | 5,117 | 4,857 | 1,868.1% | $1.28万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $1.35万 | 0.00% | 97 | 43 | 79.6% | $5,975 | 重新持有 |
| AVDS | AMERICAN CENTY ETF TR | $1.35万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.35万 | 0.00% | 409 | 211 | 106.6% | $6,983 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $1.36万 | 0.00% | 28 | 24 | 600.0% | $1.16万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $1.36万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA FINL INC | $1.36万 | 0.00% | 777 | -22 | -2.8% | -$385 | 减仓 |
| SMIN | ISHARES TR | $1.36万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $1.36万 | 0.00% | 936 | 40 | 4.5% | $582 | 加仓 |
| ATHM | AUTOHOME INC | $1.36万 | 0.00% | 785 | 621 | 378.7% | $1.08万 | 加仓 |
| IMMR | IMMERSION CORP | $1.36万 | 0.00% | 2,500 | 272 | 12.2% | $1,485 | 加仓 |
| SD | SANDRIDGE ENERGY INC | $1.37万 | 0.00% | 837 | 121 | 16.9% | $1,974 | 加仓 |
| DAN | DANA INC | $1.37万 | 0.00% | 406 | 65 | 19.1% | $2,188 | 加仓 |
| LRN | STRIDE INC | $1.37万 | 0.00% | 155 | 50 | 47.6% | $4,409 | 加仓 |
| CXT | CRANE NXT CO | $1.37万 | 0.00% | 337 | -10 | -2.9% | -$406 | 减仓 |
| NUTX | NUTEX HEALTH INC | $1.37万 | 0.00% | 144 | 138 | 2,300.0% | $1.31万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $1.37万 | 0.00% | 187 | 115 | 159.7% | $8,432 | 加仓 |
| CALX | CALIX INC | $1.37万 | 0.00% | 280 | -6 | -2.1% | -$294 | 减仓 |
| ANGI | ANGI INC | $1.37万 | 0.00% | 2,004 | 282 | 16.4% | $1,932 | 加仓 |
| SFY | TIDAL TRUST I | $1.37万 | 0.00% | 110 | 110 | — | $1.37万 | 新建仓 |
| — | WRAP TECHNOLOGIES INC | $1.38万 | 0.00% | 8,931 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $1.38万 | 0.00% | 332 | 43 | 14.9% | $1,785 | 加仓 |