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 |
|---|---|---|---|---|---|---|---|---|
| EVCM | EVERCOMMERCE INC | $1.33万 | 0.00% | 1,161 | 1,099 | 1,772.6% | $1.26万 | 加仓 |
| HBCP | HOMEBANCORP INC | $1.33万 | 0.00% | 219 | 80 | 57.6% | $4,847 | 重新持有 |
| — | FIRST FNDTN INC | $1.33万 | 0.00% | 2,247 | -2,727 | -54.8% | -$1.61万 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $1.33万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $1.33万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE CARNIVAL INC | $1.33万 | 0.00% | 850 | 174 | 25.7% | $2,713 | 加仓 |
| ARQQ | ARQIT QUANTUM INC | $1.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CCB | COASTAL FINL CORP WA | $1.32万 | 0.00% | 174 | 20 | 13.0% | $1,522 | 加仓 |
| SDRL | SEADRILL LTD | $1.32万 | 0.00% | 290 | 17 | 6.2% | $774 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $1.32万 | 0.00% | 2,004 | 1,756 | 708.1% | $1.15万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $1.32万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $1.32万 | 0.00% | 555 | 52 | 10.3% | $1,233 | 加仓 |
| REAL | THE REALREAL INC | $1.31万 | 0.00% | 1,447 | 1,399 | 2,914.6% | $1.27万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $1.31万 | 0.00% | 727 | 313 | 75.6% | $5,650 | 加仓 |
| CNK | CINEMARK HLDGS INC | $1.31万 | 0.00% | 460 | 337 | 274.0% | $9,612 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.31万 | 0.00% | 235 | -123 | -34.4% | -$6,845 | 减仓 |
| DCH | DAUCH CORP | $1.31万 | 0.00% | 2,202 | -2,383 | -52.0% | -$1.41万 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $1.30万 | 0.00% | 1,051 | 8 | 0.8% | $99 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1.30万 | 0.00% | 329 | -6 | -1.8% | -$237 | 减仓 |
| DNUT | KRISPY KREME INC | $1.30万 | 0.00% | 3,827 | 1,938 | 102.6% | $6,570 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1.30万 | 0.00% | 220 | 9 | 4.3% | $530 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.29万 | 0.00% | 1,374 | 877 | 176.5% | $8,262 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $1.29万 | 0.00% | 306 | 269 | 727.0% | $1.14万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $1.29万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $1.29万 | 0.00% | 1,018 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1.29万 | 0.00% | 159 | 76 | 91.6% | $6,153 | 加仓 |
| CEMB | ISHARES INC | $1.29万 | 0.00% | 284 | -70 | -19.8% | -$3,172 | 减仓 |
| — | WISDOMTREE TR | $1.29万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| PALC | PACER FDS TR | $1.29万 | 0.00% | 248 | 2 | 0.8% | $104 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1.28万 | 0.00% | 72 | -39 | -35.1% | -$6,951 | 减仓 |
| COHU | COHU INC | $1.28万 | 0.00% | 419 | 37 | 9.7% | $1,133 | 加仓 |
| VOXR | VOX ROYALTY CORP | $1.28万 | 0.00% | 2,444 | -1,888 | -43.6% | -$9,893 | 减仓 |
| EEMS | ISHARES INC | $1.28万 | 0.00% | 185 | -1 | -0.5% | -$69 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $1.28万 | 0.00% | 7,250 | 98 | 1.4% | $172 | 加仓 |
| RAL | RALLIANT CORP | $1.27万 | 0.00% | 306 | -205 | -40.1% | -$8,526 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $1.27万 | 0.00% | 593 | 214 | 56.5% | $4,590 | 加仓 |
| — | BANK MONTREAL MEDIUM | $1.27万 | 0.00% | 213 | -8,524 | -97.6% | -$50.81万 | 减仓 |
| AIN | ALBANY INTL CORP | $1.27万 | 0.00% | 243 | 215 | 767.9% | $1.12万 | 加仓 |
| — | BRASKEM SA | $1.27万 | 0.00% | 3,457 | 2,600 | 303.4% | $9,516 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $1.26万 | 0.00% | 500 | 500 | — | $1.26万 | 新建仓 |
| APEI | AMERICAN PUB ED INC | $1.26万 | 0.00% | 222 | 82 | 58.6% | $4,664 | 加仓 |
| ZUMZ | ZUMIEZ INC | $1.26万 | 0.00% | 569 | 239 | 72.4% | $5,297 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.26万 | 0.00% | 174 | 134 | 335.0% | $9,703 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $1.25万 | 0.00% | 1,808 | 558 | 44.6% | $3,873 | 加仓 |
| DJP | BARCLAYS BANK PLC | $1.25万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1.25万 | 0.00% | 206 | 17 | 9.0% | $1,033 | 加仓 |
| CRNC | CERENCE INC | $1.25万 | 0.00% | 1,983 | 959 | 93.7% | $6,051 | 加仓 |
| ATEN | A10 NETWORKS INC | $1.25万 | 0.00% | 541 | 305 | 129.2% | $7,052 | 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 |
| DQ | DAQO NEW ENERGY CORP | $1.25万 | 0.00% | 587 | 86 | 17.2% | $1,829 | 加仓 |
| STUB | STUBHUB HLDGS INC | $1.25万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.25万 | 0.00% | 669 | 288 | 75.6% | $5,369 | 加仓 |
| GME | GAMESTOP CORP | $1.25万 | 0.00% | 541 | 288 | 113.8% | $6,636 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $1.25万 | 0.00% | 759 | -892 | -54.0% | -$1.46万 | 减仓 |
| — | BITWISE XRP ETF | $1.25万 | 0.00% | 829 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION | $1.25万 | 0.00% | 1,968 | 782 | 65.9% | $4,950 | 重新持有 |
| — | XTI AEROSPACE INC | $1.24万 | 0.00% | 6,000 | 6,000 | — | $1.24万 | 新建仓 |
| DFJ | WISDOMTREE TR | $1.24万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $1.24万 | 0.00% | 48 | 21 | 77.8% | $5,425 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $1.24万 | 0.00% | 306 | 26 | 9.3% | $1,052 | 重新持有 |
| — | WISDOMTREE TR | $1.24万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $1.24万 | 0.00% | 645 | 103 | 19.0% | $1,975 | 加仓 |
| BFS | SAUL CTRS INC | $1.23万 | 0.00% | 379 | 11 | 3.0% | $358 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $1.23万 | 0.00% | 2,472 | 2,472 | — | $1.23万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $1.23万 | 0.00% | 320 | 292 | 1,042.9% | $1.12万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.23万 | 0.00% | 145 | 39 | 36.8% | $3,308 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $1.23万 | 0.00% | 343 | -4,713 | -93.2% | -$16.84万 | 减仓 |
| — | VALKYRIE ETF TRUST II | $1.23万 | 0.00% | 640 | 640 | — | $1.23万 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $1.22万 | 0.00% | 362 | 95 | 35.6% | $3,213 | 加仓 |
| HESM | HESS MIDSTREAM LP | $1.22万 | 0.00% | 315 | 5 | 1.6% | $194 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $1.22万 | 0.00% | 360 | 88 | 32.4% | $2,985 | 加仓 |
| — | SSGA ACTIVE TR | $1.22万 | 0.00% | 400 | 100 | 33.3% | $3,053 | 加仓 |
| SSYS | STRATASYS LTD | $1.21万 | 0.00% | 1,552 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1.21万 | 0.00% | 270 | -536 | -66.5% | -$2.40万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1.21万 | 0.00% | 397 | 397 | — | $1.21万 | 新建仓 |
| — | GAXOS.AI INC | $1.21万 | 0.00% | 10,000 | 10,000 | — | $1.21万 | 新建仓 |
| — | WESTERN ASSET GBL HIGH INC F | $1.21万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $1.21万 | 0.00% | 845 | 306 | 56.8% | $4,373 | 加仓 |
| HUBG | HUB GROUP INC | $1.21万 | 0.00% | 335 | 81 | 31.9% | $2,919 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.21万 | 0.00% | 412 | 412 | — | $1.21万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $1.20万 | 0.00% | 574 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $1.20万 | 0.00% | 1,131 | 206 | 22.3% | $2,184 | 加仓 |
| DAKT | DAKTRONICS INC | $1.19万 | 0.00% | 610 | 501 | 459.6% | $9,795 | 加仓 |
| — | ARK ETF TR | $1.19万 | 0.00% | 583 | -335 | -36.5% | -$6,848 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $1.19万 | 0.00% | 1,648 | -8,260 | -83.4% | -$5.97万 | 减仓 |
| JBS | JBS N.V. | $1.19万 | 0.00% | 663 | 169 | 34.2% | $3,035 | 加仓 |
| ADNT | ADIENT PLC | $1.19万 | 0.00% | 589 | 136 | 30.0% | $2,749 | 加仓 |
| — | DATAVAULT AI INC | $1.19万 | 0.00% | 19,225 | 19,225 | — | $1.19万 | 新建仓 |
| — | SUN CTRY AIRLS HLDGS INC | $1.18万 | 0.00% | 717 | 49 | 7.3% | $809 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $1.18万 | 0.00% | 2,077 | 1,355 | 187.7% | $7,724 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1.18万 | 0.00% | 489 | 489 | — | $1.18万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.18万 | 0.00% | 563 | 518 | 1,151.1% | $1.08万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $1.17万 | 0.00% | 1,412 | 798 | 130.0% | $6,624 | 加仓 |
| EWQ | ISHARES INC | $1.17万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $1.17万 | 0.00% | 413 | -127 | -23.5% | -$3,599 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $1.17万 | 0.00% | 2,523 | 1,915 | 315.0% | $8,848 | 加仓 |
| — | AVANOS MED INC | $1.16万 | 0.00% | 829 | 163 | 24.5% | $2,284 | 加仓 |
| REGL | PROSHARES TR | $1.16万 | 0.00% | 134 | 61 | 83.6% | $5,280 | 重新持有 |
| BANR | BANNER CORP | $1.16万 | 0.00% | 191 | 158 | 478.8% | $9,588 | 加仓 |