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 |
|---|---|---|---|---|---|---|---|---|
| DBD | DIEBOLD NIXDORF INC | $1.81万 | 0.00% | 240 | 204 | 566.7% | $1.54万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1.81万 | 0.00% | 574 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $1.82万 | 0.00% | 1,034 | 712 | 221.1% | $1.25万 | 加仓 |
| ALKS | ALKERMES PLC | $1.82万 | 0.00% | 515 | 22 | 4.5% | $778 | 加仓 |
| TBLA | TABOOLA.COM LTD | $1.82万 | 0.00% | 5,879 | 4,017 | 215.7% | $1.25万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1.83万 | 0.00% | 1,257 | 112 | 9.8% | $1,627 | 加仓 |
| HLF | HERBALIFE LTD | $1.83万 | 0.00% | 1,243 | 368 | 42.1% | $5,417 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1.83万 | 0.00% | 566 | 65 | 13.0% | $2,107 | 加仓 |
| — | VOC ENERGY TR | $1.84万 | 0.00% | 5,304 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1.84万 | 0.00% | 1,256 | 899 | 251.8% | $1.31万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $1.84万 | 0.00% | 607 | -81 | -11.8% | -$2,454 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $1.84万 | 0.00% | 349 | 20 | 6.1% | $1,054 | 加仓 |
| — | ETFIS SER TR I | $1.84万 | 0.00% | 400 | -96 | -19.4% | -$4,425 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1.84万 | 0.00% | 388 | 109 | 39.1% | $5,180 | 加仓 |
| DC | DAKOTA GOLD CORP | $1.85万 | 0.00% | 3,655 | 3,653 | 182,650.0% | $1.84万 | 重新持有 |
| MNRO | MONRO INC | $1.85万 | 0.00% | 1,151 | -40 | -3.4% | -$642 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.85万 | 0.00% | 983 | 407 | 70.7% | $7,666 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1.85万 | 0.00% | 116 | 25 | 27.5% | $3,993 | 加仓 |
| — | EAGLE BANCORP MONT INC | $1.85万 | 0.00% | 901 | 14 | 1.6% | $288 | 加仓 |
| GRND | GRINDR INC | $1.86万 | 0.00% | 1,535 | 1,395 | 996.4% | $1.69万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $1.86万 | 0.00% | 71 | 5 | 7.6% | $1,308 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.86万 | 0.00% | 1,033 | 424 | 69.6% | $7,632 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $1.86万 | 0.00% | 824 | 436 | 112.4% | $9,845 | 加仓 |
| TIMB | TIM S A | $1.87万 | 0.00% | 708 | 485 | 217.5% | $1.28万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $1.88万 | 0.00% | 871 | 172 | 24.6% | $3,705 | 加仓 |
| — | AMPLIFY ETF TR | $1.88万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $1.88万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| — | VIRTUS CONVERTIBLE & INC FD | $1.89万 | 0.00% | 1,412 | 0 | 0.0% | — | 不变 |
| QUIK | QUICKLOGIC CORP | $1.90万 | 0.00% | 2,023 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $1.90万 | 0.00% | 650 | 392 | 151.9% | $1.15万 | 加仓 |
| BKU | BANKUNITED INC | $1.91万 | 0.00% | 422 | 182 | 75.8% | $8,219 | 加仓 |
| MTRN | MATERION CORP | $1.91万 | 0.00% | 132 | 1 | 0.8% | $145 | 加仓 |
| — | PROSHARES TR | $1.91万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.92万 | 0.00% | 2,441 | 60 | 2.5% | $471 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $1.92万 | 0.00% | 6,897 | -370 | -5.1% | -$1,029 | 减仓 |
| TIPX | SPDR SERIES TRUST | $1.93万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $1.93万 | 0.00% | 7,898 | 5,984 | 312.6% | $1.46万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $1.94万 | 0.00% | 279 | 16 | 6.1% | $1,111 | 加仓 |
| — | ALPS ETF TR | $1.94万 | 0.00% | 578 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $1.94万 | 0.00% | 331 | 231 | 231.0% | $1.36万 | 加仓 |
| SPSC | SPS COMM INC | $1.94万 | 0.00% | 349 | 178 | 104.1% | $9,909 | 加仓 |
| IGLB | ISHARES TR | $1.94万 | 0.00% | 392 | -61 | -13.5% | -$3,026 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $1.94万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.94万 | 0.00% | 273 | 65 | 31.2% | $4,630 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $1.95万 | 0.00% | 133 | 49 | 58.3% | $7,172 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.95万 | 0.00% | 829 | 102 | 14.0% | $2,403 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $1.95万 | 0.00% | 737 | 59 | 8.7% | $1,564 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $1.96万 | 0.00% | 295 | 216 | 273.4% | $1.43万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1.96万 | 0.00% | 1,557 | 1,518 | 3,892.3% | $1.91万 | 加仓 |
| IGEB | ISHARES TR | $1.96万 | 0.00% | 435 | -200 | -31.5% | -$9,012 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $1.97万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $1.98万 | 0.00% | 1,872 | 112 | 6.4% | $1,183 | 加仓 |
| — | TIDAL TRUST III | $1.98万 | 0.00% | 1,100 | 400 | 57.1% | $7,208 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1.98万 | 0.00% | 793 | 660 | 496.2% | $1.65万 | 加仓 |
| DAVE | DAVE INC | $1.98万 | 0.00% | 114 | 103 | 936.4% | $1.79万 | 加仓 |
| TKC | TURKCELL ILETISIM | $1.99万 | 0.00% | 3,297 | 928 | 39.2% | $5,596 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1.99万 | 0.00% | 394 | 394 | — | $1.99万 | 新建仓 |
| SATL | SATELLOGIC INC | $2.00万 | 0.00% | 3,669 | 3,607 | 5,817.7% | $1.96万 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $2.00万 | 0.00% | 539 | 136 | 33.7% | $5,040 | 加仓 |
| NVMI | NOVA LTD | $2.00万 | 0.00% | 46 | 14 | 43.8% | $6,080 | 加仓 |
| COPX | GLOBAL X FDS | $2.02万 | 0.00% | 264 | 133 | 101.5% | $1.02万 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $2.02万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $2.02万 | 0.00% | 1,228 | 501 | 68.9% | $8,232 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.02万 | 0.00% | 11,475 | 2,728 | 31.2% | $4,801 | 加仓 |
| CMPR | CIMPRESS PLC | $2.02万 | 0.00% | 277 | 19 | 7.4% | $1,387 | 加仓 |
| FLTR | VANECK ETF TRUST | $2.02万 | 0.00% | 794 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $2.03万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $2.03万 | 0.00% | 212 | 156 | 278.6% | $1.49万 | 加仓 |
| FOR | FORESTAR GROUP INC | $2.04万 | 0.00% | 833 | 562 | 207.4% | $1.37万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $2.04万 | 0.00% | 944 | 10 | 1.1% | $216 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $2.04万 | 0.00% | 1,425 | 667 | 88.0% | $9,558 | 加仓 |
| TILE | INTERFACE INC | $2.04万 | 0.00% | 820 | 426 | 108.1% | $1.06万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $2.05万 | 0.00% | 317 | 60 | 23.3% | $3,877 | 加仓 |
| — | PLDT INC | $2.05万 | 0.00% | 974 | 86 | 9.7% | $1,809 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $2.05万 | 0.00% | 603 | 3 | 0.5% | $102 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $2.05万 | 0.00% | 722 | 722 | — | $2.05万 | 新建仓 |
| IBMO | ISHARES TR | $2.06万 | 0.00% | 802 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $2.06万 | 0.00% | 276 | -204 | -42.5% | -$1.52万 | 减仓 |
| WPP | WPP PLC NEW | $2.06万 | 0.00% | 1,324 | -724 | -35.4% | -$1.13万 | 减仓 |
| IBTO | ISHARES TR | $2.06万 | 0.00% | 846 | 0 | 0.0% | — | 重新持有 |
| REZ | ISHARES TR | $2.06万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| FLYW | FLYWIRE CORPORATION | $2.06万 | 0.00% | 1,773 | 773 | 77.3% | $8,998 | 加仓 |
| IBMP | ISHARES TR | $2.07万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $2.07万 | 0.00% | 459 | 213 | 86.6% | $9,596 | 加仓 |
| CRI | CARTERS INC | $2.07万 | 0.00% | 579 | 192 | 49.6% | $6,868 | 加仓 |
| SITM | SITIME CORP | $2.07万 | 0.00% | 60 | -13 | -17.8% | -$4,490 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $2.07万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $2.07万 | 0.00% | 1,066 | 674 | 171.9% | $1.31万 | 加仓 |
| TFSL | TFS FINL CORP | $2.07万 | 0.00% | 1,476 | -29 | -1.9% | -$407 | 减仓 |
| KMT | KENNAMETAL INC | $2.07万 | 0.00% | 574 | 455 | 382.4% | $1.64万 | 加仓 |
| — | UDEMY INC | $2.07万 | 0.00% | 4,490 | 3,174 | 241.2% | $1.47万 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $2.07万 | 0.00% | 1,007 | 98 | 10.8% | $2,019 | 加仓 |
| IBTL | ISHARES TR | $2.07万 | 0.00% | 1,017 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $2.07万 | 0.00% | 1,252 | 56 | 4.7% | $928 | 加仓 |
| IBMQ | ISHARES TR | $2.08万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $2.08万 | 0.00% | 159 | 47 | 42.0% | $6,139 | 加仓 |
| CRSR | CORSAIR GAMING INC | $2.08万 | 0.00% | 3,743 | 3,063 | 450.4% | $1.70万 | 加仓 |
| IBTM | ISHARES TR | $2.08万 | 0.00% | 907 | 0 | 0.0% | — | 重新持有 |
| — | JIAYIN GROUP INC | $2.09万 | 0.00% | 4,983 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $2.09万 | 0.00% | 83 | -1 | -1.2% | -$252 | 减仓 |