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 |
|---|---|---|---|---|---|---|---|---|
| — | SIEBERT FINL CORP | $52 | 0.00% | 27 | 27 | — | $52 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RLYB | RALLYBIO CORP | $54 | 0.00% | 6 | -44 | -88.0% | -$396 | 减仓 |
| — | VUZIX CORP | $54 | 0.00% | 23 | 23 | — | $54 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $56 | 0.00% | 15 | 14 | 1,400.0% | $52 | 加仓 |
| — | FITLIFE BRANDS INC | $57 | 0.00% | 4 | 1 | 33.3% | $14 | 加仓 |
| — | 20/20 BIOLABS INC | $57 | 0.00% | 30 | 30 | — | $57 | 新建仓 |
| — | TAO SYNERGIES INC | $57 | 0.00% | 10 | 10 | — | $57 | 新建仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $57 | 0.00% | 26 | 26 | — | $57 | 新建仓 |
| — | CAMBRIA ETF TR | $59 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ELEVRA LITHIUM LTD | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GAIA INC NEW | $61 | 0.00% | 22 | 20 | 1,000.0% | $55 | 加仓 |
| — | PAVMED INC | $61 | 0.00% | 6 | 6 | — | $61 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $64 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $65 | 0.00% | 718 | 718 | — | $65 | 新建仓 |
| — | HANOVER BANCORP INC | $65 | 0.00% | 3 | 3 | — | $65 | 新建仓 |
| — | RITHM PPTY TR INC | $67 | 0.00% | 5 | 3 | 150.0% | $40 | 加仓 |
| — | WW INTL INC | $69 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $69 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CB FINL SVCS INC | $69 | 0.00% | 2 | 1 | 100.0% | $34 | 加仓 |
| — | BIOTE CORP | $69 | 0.00% | 51 | 48 | 1,600.0% | $65 | 加仓 |
| — | CURIOSITYSTREAM INC | $69 | 0.00% | 23 | 23 | — | $69 | 新建仓 |
| — | NL INDS INC | $70 | 0.00% | 12 | 12 | — | $70 | 新建仓 |
| XRT | SPDR SERIES TRUST | $71 | 0.00% | 1 | -105 | -99.1% | -$7,455 | 减仓 |
| — | COMPX INTL INC | $71 | 0.00% | 3 | 3 | — | $71 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $72 | 0.00% | 6 | 5 | 500.0% | $60 | 加仓 |
| — | SEACOR MARINE HLDGS INC | $72 | 0.00% | 10 | 10 | — | $72 | 新建仓 |
| — | AMARIN CORP PLC | $73 | 0.00% | 5 | -31 | -86.1% | -$453 | 减仓 |
| — | TORO CORP | $73 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | C & F FINL CORP | $73 | 0.00% | 1 | 1 | — | $73 | 新建仓 |
| — | BONK INC | $74 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | PRECIPIO INC | $75 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | LANDMARK BANCORP INC | $75 | 0.00% | 3 | 2 | 200.0% | $50 | 加仓 |
| — | XWELL INC | $76 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | MAUI LD & PINEAPPLE INC | $77 | 0.00% | 5 | 4 | 400.0% | $62 | 加仓 |
| DLO | DLOCAL LTD | $78 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SOLAI LIMITED | $79 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $80 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $81 | 0.00% | 6 | 2 | 50.0% | $27 | 重新持有 |
| — | INOVIO PHARMACEUTICALS INC | $82 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | LUMENT FINANCE TRUST INC | $82 | 0.00% | 65 | 59 | 983.3% | $74 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $84 | 0.00% | 28 | 28 | — | $84 | 新建仓 |
| — | UBS AG | $89 | 0.00% | 1 | 1 | — | $89 | 新建仓 |
| LOVE | LOVESAC COMPANY | $89 | 0.00% | 6 | 6 | — | $89 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $92 | 0.00% | 13 | -934 | -98.6% | -$6,610 | 重新持有 |
| LYTS | LSI INDS INC OHIO | $93 | 0.00% | 5 | 5 | — | $93 | 新建仓 |
| — | BIOCERES CROP SOLUTIONS CORP | $94 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| — | XOMA ROYALTY CORPORATION | $95 | 0.00% | 3 | -7 | -70.0% | -$222 | 减仓 |
| — | SKYX PLATFORMS CORP | $95 | 0.00% | 84 | 84 | — | $95 | 新建仓 |
| — | CYBIN INC | $96 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CSP INC | $96 | 0.00% | 11 | 11 | — | $96 | 新建仓 |
| — | WALDENCAST PLC | $97 | 0.00% | 102 | 63 | 161.5% | $60 | 加仓 |
| — | PRO-DEX INC COLO | $99 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $99 | 0.00% | 1 | 1 | — | $99 | 新建仓 |
| ATOM | ATOMERA INC | $100 | 0.00% | 26 | 17 | 188.9% | $65 | 加仓 |
| PERI | PERION NETWORK LTD | $100 | 0.00% | 10 | 10 | — | $100 | 新建仓 |
| — | SOUTHLAND HLDGS INC | $104 | 0.00% | 80 | 78 | 3,900.0% | $101 | 加仓 |
| LXU | LSB INDS INC | $105 | 0.00% | 7 | 7 | — | $105 | 新建仓 |
| — | HF FOODS GROUP INC | $106 | 0.00% | 57 | 57 | — | $106 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $108 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | FIRST NATL CORP VA | $108 | 0.00% | 4 | 4 | — | $108 | 新建仓 |
| — | THE BEACHBODY COMPANY INC | $109 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SUNATION ENERGY INC | $110 | 0.00% | 50 | 50 | — | $110 | 新建仓 |
| — | ACTUATE THERAPEUTICS INC | $110 | 0.00% | 40 | 40 | — | $110 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $110 | 0.00% | 26 | 26 | — | $110 | 新建仓 |
| — | RCM TECHNOLOGIES INC | $115 | 0.00% | 6 | -54 | -90.0% | -$1,035 | 减仓 |
| — | BV FINL INC | $115 | 0.00% | 6 | 6 | — | $115 | 新建仓 |
| — | US GOLDMINING INC | $117 | 0.00% | 10 | 9 | 900.0% | $105 | 加仓 |
| RCKY | ROCKY BRANDS INC | $117 | 0.00% | 3 | 3 | — | $117 | 新建仓 |
| — | GOLD RESOURCE CORP | $120 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $121 | 0.00% | 68 | 40 | 142.9% | $71 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $122 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| — | EVI INDS INC | $124 | 0.00% | 6 | 6 | — | $124 | 新建仓 |
| — | FRIEDMAN INDS INC | $125 | 0.00% | 7 | 4 | 133.3% | $71 | 加仓 |
| — | OPENDOOR TECHNOLOGIES INC | $126 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| — | PLAYSTUDIOS INC | $126 | 0.00% | 267 | 260 | 3,714.3% | $123 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $126 | 0.00% | 4 | 4 | — | $126 | 新建仓 |
| — | MATERIALISE NV | $129 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| INSE | INSPIRED ENTMT INC | $129 | 0.00% | 18 | 8 | 80.0% | $57 | 加仓 |
| IPI | INTREPID POTASH INC | $129 | 0.00% | 3 | -24 | -88.9% | -$1,032 | 重新持有 |
| RMNI | RIMINI STR INC DEL | $132 | 0.00% | 40 | -26 | -39.4% | -$86 | 减仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $132 | 0.00% | 16 | 15 | 1,500.0% | $124 | 加仓 |
| — | OHIO VY BANC CORP | $132 | 0.00% | 3 | 3 | — | $132 | 新建仓 |
| — | RGC RES INC | $133 | 0.00% | 6 | 4 | 200.0% | $89 | 重新持有 |
| — | WISDOMTREE TR | $134 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $135 | 0.00% | 6 | 4 | 200.0% | $90 | 加仓 |
| — | ISPIRE TECHNOLOGY INC | $135 | 0.00% | 73 | 61 | 508.3% | $113 | 加仓 |
| — | CODERE ONLINE LUXEMBOURG S A | $136 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | LONGEVERON INC | $136 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | J JILL INC | $138 | 0.00% | 12 | 3 | 33.3% | $34 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $138 | 0.00% | 1 | 1 | — | $138 | 新建仓 |
| TGS | TRANSPORTADORA DE GAS DEL SU | $139 | 0.00% | 4 | 4 | — | $139 | 新建仓 |
| — | EMERALD HOLDING INC | $140 | 0.00% | 31 | 29 | 1,450.0% | $131 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $141 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $142 | 0.00% | 7 | -7 | -50.0% | -$142 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $142 | 0.00% | 23 | 23 | — | $142 | 新建仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $144 | 0.00% | 7 | -14 | -66.7% | -$288 | 重新持有 |