13F 机构持仓

Allworth Financial LP

FOLSOM CA · SEC CIK 0001555170

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.1%
BND 7.2%
BSV 5.6%
SPDW 5.5%
SPYG 4.9%
SPYV 4.5%
GOVT 2.2%
AAPL 2.0%
VO 1.8%
SPEM 1.8%

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 204566.7% $1.54万 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $1.81万0.00%574 00.0% — 不变
BANC BANC OF CALIFORNIA INC $1.82万0.00%1,034 712221.1% $1.25万 加仓
ALKS ALKERMES PLC $1.82万0.00%515 224.5% $778 加仓
TBLA TABOOLA.COM LTD $1.82万0.00%5,879 4,017215.7% $1.25万 加仓
CMCO COLUMBUS MCKINNON CORP N Y $1.83万0.00%1,257 1129.8% $1,627 加仓
HLF HERBALIFE LTD $1.83万0.00%1,243 36842.1% $5,417 加仓
CENTA CENTRAL GARDEN & PET CO $1.83万0.00%566 6513.0% $2,107 加仓
— VOC ENERGY TR $1.84万0.00%5,304 00.0% — 不变
RXO RXO INC $1.84万0.00%1,256 899251.8% $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%349 206.1% $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 10939.1% $5,180 加仓
DC DAKOTA GOLD CORP $1.85万0.00%3,655 3,653182,650.0% $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 40770.7% $7,666 加仓
NHC NATIONAL HEALTHCARE CORP $1.85万0.00%116 2527.5% $3,993 加仓
— EAGLE BANCORP MONT INC $1.85万0.00%901 141.6% $288 加仓
GRND GRINDR INC $1.86万0.00%1,535 1,395996.4% $1.69万 加仓
CSW CSW INDUSTRIALS INC $1.86万0.00%71 57.6% $1,308 加仓
VSH VISHAY INTERTECHNOLOGY INC $1.86万0.00%1,033 42469.6% $7,632 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $1.86万0.00%824 436112.4% $9,845 加仓
TIMB TIM S A $1.87万0.00%708 485217.5% $1.28万 加仓
SPNT SIRIUSPOINT LTD $1.88万0.00%871 17224.6% $3,705 加仓
— AMPLIFY ETF TR $1.88万0.00%300 00.0% — 不变
GTIP GOLDMAN SACHS ETF TR $1.88万0.00%380 00.0% — 不变
— VIRTUS CONVERTIBLE & INC FD $1.89万0.00%1,412 00.0% — 不变
QUIK QUICKLOGIC CORP $1.90万0.00%2,023 00.0% — 不变
NOG NORTHERN OIL & GAS INC $1.90万0.00%650 392151.9% $1.15万 加仓
BKU BANKUNITED INC $1.91万0.00%422 18275.8% $8,219 加仓
MTRN MATERION CORP $1.91万0.00%132 10.8% $145 加仓
— PROSHARES TR $1.91万0.00%900 00.0% — 不变
— ELEVATION SERIES TRUST $1.92万0.00%2,441 602.5% $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 00.0% — 不变
ALLO ALLOGENE THERAPEUTICS INC $1.93万0.00%7,898 5,984312.6% $1.46万 加仓
CUBI CUSTOMERS BANCORP INC $1.94万0.00%279 166.1% $1,111 加仓
— ALPS ETF TR $1.94万0.00%578 00.0% — 不变
CENX CENTURY ALUM CO $1.94万0.00%331 231231.0% $1.36万 加仓
SPSC SPS COMM INC $1.94万0.00%349 178104.1% $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 00.0% — 不变
NGVT INGEVITY CORP $1.94万0.00%273 6531.2% $4,630 加仓
BOOT BOOT BARN HLDGS INC $1.95万0.00%133 4958.3% $7,172 加仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $1.95万0.00%829 10214.0% $2,403 加仓
OUT OUTFRONT MEDIA INC $1.95万0.00%737 598.7% $1,564 加仓
EEFT EURONET WORLDWIDE INC $1.96万0.00%295 216273.4% $1.43万 加仓
ADTN ADTRAN HOLDINGS INC $1.96万0.00%1,557 1,5183,892.3% $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 00.0% — 不变
ARI APOLLO COML REAL ESTATE FIN $1.98万0.00%1,872 1126.4% $1,183 加仓
— TIDAL TRUST III $1.98万0.00%1,100 40057.1% $7,208 加仓
PRCT PROCEPT BIOROBOTICS CORP $1.98万0.00%793 660496.2% $1.65万 加仓
DAVE DAVE INC $1.98万0.00%114 103936.4% $1.79万 加仓
TKC TURKCELL ILETISIM $1.99万0.00%3,297 92839.2% $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 3,6075,817.7% $1.96万 加仓
UFCS UNITED FIRE GROUP INC $2.00万0.00%539 13633.7% $5,040 加仓
NVMI NOVA LTD $2.00万0.00%46 1443.8% $6,080 加仓
COPX GLOBAL X FDS $2.02万0.00%264 133101.5% $1.02万 加仓
ABEO ABEONA THERAPEUTICS INC $2.02万0.00%4,500 00.0% — 不变
QDEL QUIDELORTHO CORP $2.02万0.00%1,228 50168.9% $8,232 加仓
CLOV CLOVER HEALTH INVESTMENTS CO $2.02万0.00%11,475 2,72831.2% $4,801 加仓
CMPR CIMPRESS PLC $2.02万0.00%277 197.4% $1,387 加仓
FLTR VANECK ETF TRUST $2.02万0.00%794 00.0% — 不变
DBEU DBX ETF TR $2.03万0.00%416 00.0% — 不变
MCRI MONARCH CASINO & RESORT INC $2.03万0.00%212 156278.6% $1.49万 加仓
FOR FORESTAR GROUP INC $2.04万0.00%833 562207.4% $1.37万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $2.04万0.00%944 101.1% $216 加仓
SWBI SMITH & WESSON BRANDS INC $2.04万0.00%1,425 66788.0% $9,558 加仓
TILE INTERFACE INC $2.04万0.00%820 426108.1% $1.06万 加仓
HLIO HELIOS TECHNOLOGIES INC $2.05万0.00%317 6023.3% $3,877 加仓
— PLDT INC $2.05万0.00%974 869.7% $1,809 加仓
FENY FIDELITY COVINGTON TRUST $2.05万0.00%603 30.5% $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 00.0% — 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 00.0% — 重新持有
REZ ISHARES TR $2.06万0.00%248 00.0% — 不变
FLYW FLYWIRE CORPORATION $2.06万0.00%1,773 77377.3% $8,998 加仓
IBMP ISHARES TR $2.07万0.00%812 00.0% — 不变
DK DELEK US HLDGS INC NEW $2.07万0.00%459 21386.6% $9,596 加仓
CRI CARTERS INC $2.07万0.00%579 19249.6% $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 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP $2.07万0.00%1,066 674171.9% $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 455382.4% $1.64万 加仓
— UDEMY INC $2.07万0.00%4,490 3,174241.2% $1.47万 加仓
FLOC FLOWCO HLDGS INC $2.07万0.00%1,007 9810.8% $2,019 加仓
IBTL ISHARES TR $2.07万0.00%1,017 00.0% — 不变
HBNC HORIZON BANCORP IND $2.07万0.00%1,252 564.7% $928 加仓
IBMQ ISHARES TR $2.08万0.00%813 00.0% — 不变
USLM UNITED STS LIME & MINERALS I $2.08万0.00%159 4742.0% $6,139 加仓
CRSR CORSAIR GAMING INC $2.08万0.00%3,743 3,063450.4% $1.70万 加仓
IBTM ISHARES TR $2.08万0.00%907 00.0% — 重新持有
— JIAYIN GROUP INC $2.09万0.00%4,983 00.0% — 不变
UNF UNIFIRST CORP MASS $2.09万0.00%83 -1-1.2% -$252 减仓