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 |
|---|---|---|---|---|---|---|---|---|
| HTB | HOMETRUST BANCSHARES INC | $6,483 | 0.00% | 152 | 24 | 18.8% | $1,024 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $6,453 | 0.00% | 54 | -2 | -3.6% | -$239 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $6,449 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TLS | TELOS CORP MD | $6,441 | 0.00% | 1,537 | 1,410 | 1,110.2% | $5,909 | 加仓 |
| ZIP | ZIPRECRUITER INC | $6,439 | 0.00% | 3,499 | 2,661 | 317.5% | $4,897 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $6,433 | 0.00% | 96 | 72 | 300.0% | $4,825 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $6,418 | 0.00% | 194 | 13 | 7.2% | $430 | 加仓 |
| VREX | VAREX IMAGING CORP | $6,398 | 0.00% | 603 | 38 | 6.7% | $403 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $6,391 | 0.00% | 96 | 96 | — | $6,391 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $6,382 | 0.00% | 236 | 42 | 21.6% | $1,136 | 加仓 |
| FIGS | FIGS INC | $6,381 | 0.00% | 432 | 303 | 234.9% | $4,476 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $6,373 | 0.00% | 3,354 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $6,353 | 0.00% | 1,369 | 489 | 55.6% | $2,269 | 加仓 |
| — | SOLIDION TECHNOLOGY INC | $6,310 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $6,309 | 0.00% | 189 | 28 | 17.4% | $935 | 加仓 |
| LEN/B | LENNAR CORP | $6,309 | 0.00% | 75 | 7 | 10.3% | $589 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $6,299 | 0.00% | 226 | -150 | -39.9% | -$4,181 | 减仓 |
| UTZ | UTZ BRANDS INC | $6,265 | 0.00% | 791 | 384 | 94.3% | $3,041 | 加仓 |
| IRMD | IRADIMED CORP | $6,257 | 0.00% | 65 | 18 | 38.3% | $1,733 | 加仓 |
| — | PROSHARES TR | $6,245 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $6,233 | 0.00% | 149 | 65 | 77.4% | $2,719 | 加仓 |
| VET | VERMILION ENERGY INC | $6,201 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $6,191 | 0.00% | 169 | 50 | 42.0% | $1,832 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,179 | 0.00% | 145 | 88 | 154.4% | $3,750 | 加仓 |
| TRUP | TRUPANION INC | $6,173 | 0.00% | 241 | 1 | 0.4% | $26 | 加仓 |
| CERS | CERUS CORP | $6,172 | 0.00% | 3,391 | 745 | 28.2% | $1,356 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $6,168 | 0.00% | 82 | 34 | 70.8% | $2,557 | 加仓 |
| XVV | ISHARES TR | $6,153 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6,153 | 0.00% | 238 | 233 | 4,660.0% | $6,024 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $6,142 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $6,131 | 0.00% | 124 | 124 | — | $6,131 | 新建仓 |
| — | ISHARES TR | $6,127 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| — | XUNLEI LTD | $6,116 | 0.00% | 1,100 | 1,100 | — | $6,116 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $6,111 | 0.00% | 439 | 391 | 814.6% | $5,443 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $6,105 | 0.00% | 208 | 208 | — | $6,105 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $6,104 | 0.00% | 362 | 292 | 417.1% | $4,924 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $6,102 | 0.00% | 150 | 150 | — | $6,102 | 新建仓 |
| CHCO | CITY HLDG CO | $6,096 | 0.00% | 51 | 19 | 59.4% | $2,271 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $6,094 | 0.00% | 472 | 207 | 78.1% | $2,673 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $6,083 | 0.00% | 573 | 18 | 3.2% | $191 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $6,082 | 0.00% | 111 | 11 | 11.0% | $603 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $6,075 | 0.00% | 1,390 | 341 | 32.5% | $1,490 | 加仓 |
| IHF | ISHARES TR | $6,069 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | SIGA TECHNOLOGIES INC | $6,067 | 0.00% | 1,134 | 207 | 22.3% | $1,107 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $6,067 | 0.00% | 942 | 324 | 52.4% | $2,087 | 加仓 |
| — | TIDAL TRUST II | $6,062 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $6,062 | 0.00% | 984 | 810 | 465.5% | $4,990 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $6,033 | 0.00% | 1,965 | 1,861 | 1,789.4% | $5,714 | 加仓 |
| SVM | SILVERCORP METALS INC | $6,026 | 0.00% | 561 | -512 | -47.7% | -$5,500 | 减仓 |
| GCO | GENESCO INC | $6,001 | 0.00% | 207 | 149 | 256.9% | $4,320 | 加仓 |
| CTS | CTS CORP | $5,970 | 0.00% | 125 | -34 | -21.4% | -$1,624 | 减仓 |
| CALY | CALLAWAY GOLF CO | $5,969 | 0.00% | 430 | 41 | 10.5% | $569 | 加仓 |
| GDRX | GOODRX HLDGS INC | $5,963 | 0.00% | 3,042 | 1,505 | 97.9% | $2,950 | 加仓 |
| — | WISDOMTREE TR | $5,954 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| BBBS | BONDBLOXX ETF TRUST | $5,933 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $5,925 | 0.00% | 543 | 73 | 15.5% | $797 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $5,915 | 0.00% | 469 | 171 | 57.4% | $2,157 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $5,911 | 0.00% | 1,463 | 934 | 176.6% | $3,774 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $5,907 | 0.00% | 962 | 8 | 0.8% | $49 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $5,902 | 0.00% | 117 | 59 | 101.7% | $2,976 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $5,898 | 0.00% | 861 | -2,892 | -77.1% | -$1.98万 | 减仓 |
| — | ETFIS SER TR I | $5,898 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $5,878 | 0.00% | 1,061 | 645 | 155.0% | $3,573 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $5,869 | 0.00% | 42 | 9 | 27.3% | $1,258 | 加仓 |
| XPER | XPERI INC | $5,824 | 0.00% | 1,040 | 482 | 86.4% | $2,699 | 加仓 |
| CCNE | CNB FINL CORP PA | $5,821 | 0.00% | 201 | 4 | 2.0% | $116 | 加仓 |
| PRLB | PROTO LABS INC | $5,817 | 0.00% | 102 | 66 | 183.3% | $3,764 | 加仓 |
| IAG | IAMGOLD CORP | $5,816 | 0.00% | 309 | 228 | 281.5% | $4,291 | 加仓 |
| SRCE | 1ST SOURCE CORP | $5,814 | 0.00% | 84 | 40 | 90.9% | $2,769 | 加仓 |
| — | VILLAGE FARMS INTL INC | $5,811 | 0.00% | 2,046 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $5,808 | 0.00% | 462 | 462 | — | $5,808 | 新建仓 |
| BSRR | SIERRA BANCORP | $5,801 | 0.00% | 171 | 17 | 11.0% | $577 | 加仓 |
| CAL | CALERES INC | $5,799 | 0.00% | 550 | 460 | 511.1% | $4,850 | 加仓 |
| JOYY | JOYY INC | $5,781 | 0.00% | 99 | 29 | 41.4% | $1,693 | 加仓 |
| OXM | OXFORD INDS INC | $5,777 | 0.00% | 150 | 46 | 44.2% | $1,772 | 加仓 |
| ALG | ALAMO GROUP INC | $5,774 | 0.00% | 35 | -18 | -34.0% | -$2,969 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $5,768 | 0.00% | 374 | 33 | 9.7% | $509 | 加仓 |
| CDZI | CADIZ INC | $5,735 | 0.00% | 1,168 | 1,015 | 663.4% | $4,984 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $5,726 | 0.00% | 467 | 61 | 15.0% | $748 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $5,719 | 0.00% | 375 | 115 | 44.2% | $1,754 | 加仓 |
| INV | INNVENTURE INC | $5,705 | 0.00% | 1,459 | 1,459 | — | $5,705 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $5,702 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $5,695 | 0.00% | 190 | 152 | 400.0% | $4,556 | 加仓 |
| — | VISIONWAVE HOLDINGS INC | $5,688 | 0.00% | 1,200 | 1,000 | 500.0% | $4,740 | 加仓 |
| CSM | PROSHARES TR | $5,687 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $5,684 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $5,684 | 0.00% | 352 | 37 | 11.7% | $597 | 加仓 |
| IAUM | ISHARES GOLD TR | $5,679 | 0.00% | 122 | 1 | 0.8% | $47 | 加仓 |
| — | SUNOPTA INC | $5,670 | 0.00% | 875 | 507 | 137.8% | $3,285 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $5,652 | 0.00% | 209 | -104 | -33.2% | -$2,812 | 减仓 |
| SKT | TANGER INC | $5,641 | 0.00% | 166 | 24 | 16.9% | $816 | 加仓 |
| XJH | ISHARES TR | $5,623 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $5,601 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $5,595 | 0.00% | 99 | -58 | -36.9% | -$3,278 | 减仓 |
| EMHC | SPDR SERIES TRUST | $5,580 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $5,568 | 0.00% | 164 | 155 | 1,722.2% | $5,262 | 加仓 |
| ICFI | ICF INTL INC | $5,550 | 0.00% | 85 | -324 | -79.2% | -$2.12万 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $5,545 | 0.00% | 5,658 | 4,377 | 341.7% | $4,290 | 加仓 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $5,544 | 0.00% | 227 | 227 | — | $5,544 | 新建仓 |
| HCKT | HACKETT GROUP INC | $5,543 | 0.00% | 426 | 285 | 202.1% | $3,708 | 加仓 |