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
CABO CABLE ONE INC $8,7570.00%96 -26-21.3% -$2,372 减仓
EQX EQUINOX GOLD CORP $8,7490.00%605 -215-26.2% -$3,109 减仓
LMUB ISHARES TR $8,7380.00%175 175— $8,738 新建仓
ICHR ICHOR HOLDINGS $8,7170.00%187 158544.8% $7,365 加仓
STNE STONECO LTD $8,7130.00%617 485367.4% $6,849 加仓
— TIDAL TRUST III $8,7080.00%220 00.0% — 不变
EYPT EYEPOINT INC $8,7010.00%675 8213.8% $1,057 加仓
HYMC HYCROFT MINING HOLDING CORP $8,6950.00%247 4723.5% $1,655 加仓
STEW SRH TOTAL RETURN FUND INC $8,6880.00%508 5006,250.0% $8,551 加仓
— CRINETICS PHARMACEUTICALS IN $8,6810.00%239 -13-5.2% -$472 减仓
LKFN LAKELAND FINL CORP $8,6650.00%151 3732.5% $2,123 加仓
PCRX PACIRA BIOSCIENCES INC $8,6560.00%383 4513.3% $1,017 加仓
JBSS SANFILIPPO JOHN B & SON INC $8,6470.00%109 43.8% $317 加仓
EDIT EDITAS MEDICINE INC $8,6160.00%3,488 1,10746.5% $2,734 加仓
— VERSAMET ROYALTIES CORP $8,5590.00%900 900— $8,559 新建仓
— SPDR SERIES TRUST $8,5540.00%100 -579-85.3% -$4.95万 减仓
ANAB ANAPTYSBIO INC $8,5410.00%154 117.7% $610 加仓
ITGR INTEGER HLDGS CORP $8,5360.00%97 -8-7.6% -$704 减仓
— BEYOND MEAT INC $8,5330.00%12,162 11,6512,280.0% $8,174 重新持有
— GATES INDL CORP PLC $8,5020.00%376 -1,167-75.6% -$2.64万 减仓
DIN DINE BRANDS GLOBAL INC $8,5020.00%324 -3-0.9% -$79 减仓
NWBI NORTHWEST BANCSHARES INC $8,4900.00%669 28674.7% $3,630 加仓
MYE MYERS INDS INC $8,4720.00%400 7121.6% $1,504 加仓
SBSI SOUTHSIDE BANCSHARES INC $8,4570.00%272 12990.2% $4,011 加仓
LQDA LIQUIDIA CORPORATION $8,4540.00%224 73.2% $264 加仓
EEMA ISHARES INC $8,4250.00%88 -26-22.8% -$2,489 减仓
— STELLAR BANCORP INC $8,4210.00%230 11498.3% $4,174 加仓
TCMD TACTILE SYS TECHNOLOGY INC $8,4140.00%322 185.9% $470 加仓
SVV SAVERS VALUE VLG INC $8,3930.00%1,128 774218.6% $5,759 加仓
OCUL OCULAR THERAPEUTIX INC $8,3350.00%984 716267.2% $6,065 加仓
GRC GORMAN RUPP CO $8,3260.00%134 2725.2% $1,678 加仓
NEXT NEXTDECADE CORP $8,3040.00%1,084 933617.9% $7,147 加仓
GSEW GOLDMAN SACHS ETF TR $8,2890.00%98 -340-77.6% -$2.88万 减仓
JMTG J P MORGAN EXCHANGE TRADED F $8,2720.00%162 00.0% — 不变
CTGO CONTANGO SILVER & GOLD INC $8,2690.00%441 -5-1.1% -$94 减仓
PRGS PROGRESS SOFTWARE CORP $8,2600.00%322 -69-17.6% -$1,770 减仓
BSOL BITWISE SOLANA STAKING ETF $8,2440.00%746 20.3% $22 加仓
— VISTA GOLD CORP $8,2320.00%4,200 00.0% — 不变
FAN FIRST TR EXCHANGE-TRADED FD $8,2230.00%332 00.0% — 不变
LNN LINDSAY CORP $8,2160.00%69 60666.7% $7,144 加仓
— EGAIN CORP $8,2060.00%1,040 323.2% $252 加仓
RC READY CAPITAL CORP $8,1840.00%5,051 -11,329-69.2% -$1.84万 减仓
— AMPLIFY ETF TR $8,1730.00%355 -10-2.7% -$230 减仓
XMTR XOMETRY INC $8,1680.00%200 4831.6% $1,960 加仓
FLNC FLUENCE ENERGY INC $8,1620.00%593 18143.9% $2,491 加仓
IDUB ETF SER SOLUTIONS $8,1420.00%330 00.0% — 不变
WSC WILLSCOT HLDGS CORP $8,1420.00%469 20980.4% $3,628 加仓
CMP COMPASS MINERALS INTL INC $8,1260.00%348 3511.2% $817 加仓
— AUSTIN GOLD CORP $8,1230.00%5,602 -532-8.7% -$771 减仓
BCAL CALIFORNIA BANCORP $8,1160.00%458 9024.5% $1,595 加仓
MHO M/I HOMES INC $8,0820.00%66 46230.0% $5,633 加仓
TAC TRANSALTA CORP $8,0440.00%614 00.0% — 不变
— MERLIN INC $8,0120.00%1,090 1,090— $8,012 新建仓
LZ LEGALZOOM COM INC $8,0070.00%1,412 -1,753-55.4% -$9,941 减仓
— FIRST TR EXCHANGE-TRADED FD $7,9950.00%125 00.0% — 不变
VCTR VICTORY CAP HLDGS INC DEL $7,9920.00%122 5787.7% $3,734 加仓
NUS NU SKIN ENTERPRISES INC $7,9720.00%1,095 628134.5% $4,572 加仓
— TIDAL TRUST II $7,9640.00%374 4112.3% $873 加仓
BRSP BRIGHTSPIRE CAPITAL INC $7,9560.00%1,421 59972.9% $3,354 加仓
SAH SONIC AUTOMOTIVE INC $7,9550.00%116 3238.1% $2,194 加仓
— SEI EXCHANGE TRADED FUNDS $7,9420.00%314 -124-28.3% -$3,136 减仓
PREF PRINCIPAL EXCHANGE TRADED FD $7,9240.00%421 421— $7,924 新建仓
— BRIDGER AEROSPACE GRP HLDGS $7,9200.00%4,000 4,000— $7,920 新建仓
GVA GRANITE CONSTR INC $7,9130.00%66 2250.0% $2,638 加仓
ALRM ALARM COM HLDGS INC $7,9040.00%183 6352.5% $2,721 加仓
— DIREXION SHARES ETF TRUST $7,9040.00%156 21.3% $101 重新持有
NBXG NEUBERGER NEXT GENERATION $7,8940.00%613 254.3% $322 重新持有
HSHP HIMALAYA SHIPPING LTD $7,8740.00%592 336131.2% $4,469 加仓
NEWP NEW PAC METALS CORP $7,8660.00%1,900 -260-12.0% -$1,076 减仓
KOP KOPPERS HOLDINGS INC $7,8530.00%203 2111.5% $812 加仓
— BIOVIE INC $7,8400.00%5,600 3,600180.0% $5,040 加仓
CLDT CHATHAM LODGING TR $7,8310.00%995 9410.4% $740 加仓
BHC BAUSCH HEALTH COS INC $7,8300.00%1,450 -431-22.9% -$2,327 减仓
CNNE CANNAE HLDGS INC $7,7890.00%685 456199.1% $5,185 加仓
MAC MACERICH CO $7,7810.00%412 13347.7% $2,512 加仓
LION LIONSGATE STUDIOS CORP $7,7780.00%811 10915.5% $1,045 加仓
— FIRST TR EXCHNG TRADED FD VI $7,7770.00%181 00.0% — 不变
AZZ AZZ INC $7,7590.00%62 1840.9% $2,253 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $7,7450.00%500 -1,965-79.7% -$3.04万 减仓
BSBR BANCO SANTANDER BRASIL S A $7,7210.00%1,302 1,2071,270.5% $7,158 加仓
NMRK NEWMARK GROUP INC $7,7200.00%515 19560.9% $2,923 加仓
— THE REAL BROKERAGE INC $7,7130.00%3,085 2,8281,100.4% $7,070 加仓
TDI TOUCHSTONE ETF TRUST $7,7120.00%187 00.0% — 不变
SENEA SENECA FOODS CORP NEW $7,7080.00%51 12.0% $151 加仓
ANDE ANDERSONS INC $7,6810.00%107 2225.9% $1,579 加仓
— KRANESHARES TRUST $7,6390.00%307 00.0% — 不变
— HERON THERAPEUTICS INC $7,6200.00%9,523 1942.1% $155 加仓
GENI GENIUS SPORTS LIMITED $7,6070.00%1,717 1,503702.3% $6,659 加仓
— COSAN S A $7,6060.00%1,846 -301-14.0% -$1,240 减仓
TIC TIC SOLUTIONS INC $7,6000.00%1,155 1,048979.4% $6,896 加仓
PUMP PROPETRO HLDG CORP $7,5950.00%527 15943.2% $2,291 加仓
RNGR RANGER ENERGY SVCS INC $7,5940.00%443 15151.7% $2,588 加仓
BGC BGC GROUP INC $7,5900.00%776 600340.9% $5,869 加仓
OFRM ONCE UPON A FARM PBC $7,5870.00%464 464— $7,587 新建仓
JOUT JOHNSON OUTDOORS INC $7,5820.00%163 6769.8% $3,117 加仓
CBLL CERIBELL INC $7,5710.00%413 9429.5% $1,723 加仓
REX REX AMERICAN RES CORP $7,5650.00%166 93127.4% $4,238 加仓
HOS HELIX ENERGY SOLUTIONS GRP I $7,5560.00%764 578.1% $564 加仓
— GRABAGUN DIGITAL HLDGS INC $7,5250.00%2,500 2,500— $7,525 新建仓
FRMI FERMI INC $7,5170.00%1,287 57079.5% $3,329 加仓