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 |
|---|---|---|---|---|---|---|---|---|
| OBT | ORANGE CNTY BANCORP INC | $1,695 | 0.00% | 53 | 21 | 65.6% | $672 | 加仓 |
| SIBN | SI BONE INC | $1,693 | 0.00% | 134 | 130 | 3,250.0% | $1,642 | 加仓 |
| — | ETF SER SOLUTIONS | $1,689 | 0.00% | 66 | 66 | — | $1,689 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $1,688 | 0.00% | 50 | -878 | -94.6% | -$2.96万 | 减仓 |
| COFS | CHOICEONE FINANCIA | $1,688 | 0.00% | 60 | 36 | 150.0% | $1,013 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $1,685 | 0.00% | 573 | 255 | 80.2% | $750 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $1,683 | 0.00% | 710 | 62 | 9.6% | $147 | 加仓 |
| — | CENTRAIS ELET BRAS SA | $1,682 | 0.00% | 154 | 6 | 4.1% | $66 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $1,678 | 0.00% | 66 | 9 | 15.8% | $229 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $1,674 | 0.00% | 26 | 10 | 62.5% | $644 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,672 | 0.00% | 127 | 30 | 30.9% | $395 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $1,671 | 0.00% | 73 | 67 | 1,116.7% | $1,534 | 加仓 |
| SCSC | SCANSOURCE INC | $1,670 | 0.00% | 46 | 33 | 253.8% | $1,198 | 加仓 |
| INR | INFINITY NAT RES INC | $1,656 | 0.00% | 94 | 22 | 30.6% | $388 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $1,650 | 0.00% | 58 | 7 | 13.7% | $199 | 加仓 |
| — | PRIMEENERGY RESOURCES CORP | $1,630 | 0.00% | 7 | 5 | 250.0% | $1,164 | 重新持有 |
| ODC | OIL DRI CORP AMER | $1,628 | 0.00% | 25 | 15 | 150.0% | $977 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $1,611 | 0.00% | 1,239 | 1,161 | 1,488.5% | $1,510 | 重新持有 |
| CYRX | CRYOPORT INC | $1,607 | 0.00% | 194 | 15 | 8.4% | $124 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $1,607 | 0.00% | 18 | 1 | 5.9% | $89 | 加仓 |
| — | OPEN LENDING CORP | $1,605 | 0.00% | 1,284 | 685 | 114.4% | $856 | 加仓 |
| TSSI | TSS INC DEL | $1,601 | 0.00% | 123 | 122 | 12,200.0% | $1,588 | 加仓 |
| — | CELLECTIS S A | $1,585 | 0.00% | 500 | -154 | -23.5% | -$488 | 减仓 |
| — | GOSSAMER BIO INC | $1,584 | 0.00% | 4,819 | 2,805 | 139.3% | $922 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $1,574 | 0.00% | 627 | 616 | 5,600.0% | $1,546 | 加仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $1,571 | 0.00% | 66 | 14 | 26.9% | $333 | 加仓 |
| EE | EXCELERATE ENERGY INC | $1,571 | 0.00% | 47 | 21 | 80.8% | $702 | 加仓 |
| WFG | WEST FRASER TIMBER LTD | $1,567 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $1,563 | 0.00% | 56 | 24 | 75.0% | $670 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $1,561 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED | $1,552 | 0.00% | 400 | 239 | 148.4% | $927 | 加仓 |
| REM | ISHARES TR | $1,551 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $1,547 | 0.00% | 63 | 33 | 110.0% | $810 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $1,547 | 0.00% | 116 | 98 | 544.4% | $1,307 | 加仓 |
| — | LIFEMD INC | $1,542 | 0.00% | 427 | 427 | — | $1,542 | 新建仓 |
| TU | TELUS CORPORATION | $1,540 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1,540 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MCHB | MECHANICS BANCORP | $1,534 | 0.00% | 104 | 77 | 285.2% | $1,136 | 加仓 |
| HY | HYSTER-YALE INC | $1,531 | 0.00% | 47 | -1 | -2.1% | -$33 | 减仓 |
| PINE | ALPINE INCOME PPTY TR INC | $1,530 | 0.00% | 85 | -182 | -68.2% | -$3,276 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,529 | 0.00% | 39 | 39 | — | $1,529 | 新建仓 |
| — | FIDELITY D & D BANCORP INC | $1,515 | 0.00% | 35 | 7 | 25.0% | $303 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $1,514 | 0.00% | 196 | 84 | 75.0% | $649 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $1,511 | 0.00% | 26 | 26 | — | $1,511 | 新建仓 |
| — | ACCURAY INC DEL | $1,506 | 0.00% | 3,878 | 978 | 33.7% | $380 | 加仓 |
| — | CREXENDO INC | $1,500 | 0.00% | 243 | 235 | 2,937.5% | $1,451 | 加仓 |
| — | AMES NATL CORP | $1,496 | 0.00% | 53 | 10 | 23.3% | $282 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $1,496 | 0.00% | 97 | 55 | 131.0% | $848 | 加仓 |
| HRI | HERC HLDGS INC | $1,494 | 0.00% | 15 | -5 | -25.0% | -$498 | 减仓 |
| QURE | UNIQURE NV | $1,488 | 0.00% | 91 | -83 | -47.7% | -$1,357 | 减仓 |
| — | RESOURCES CONNECTION INC | $1,485 | 0.00% | 398 | 311 | 357.5% | $1,160 | 加仓 |
| BBD | BANCO BRADESCO S A | $1,479 | 0.00% | 405 | 191 | 89.3% | $698 | 重新持有 |
| BCAX | BICARA THERAPEUTICS INC | $1,472 | 0.00% | 74 | 21 | 39.6% | $418 | 加仓 |
| GDOT | GREEN DOT CORP | $1,459 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $1,450 | 0.00% | 687 | 669 | 3,716.7% | $1,412 | 重新持有 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $1,449 | 0.00% | 255 | 48 | 23.2% | $273 | 加仓 |
| PFIS | PEOPLES FINL SVCS CORP | $1,440 | 0.00% | 27 | 0 | 0.0% | — | 重新持有 |
| FIP | FTAI INFRASTRUCTURE INC | $1,433 | 0.00% | 290 | 77 | 36.2% | $380 | 加仓 |
| — | ALPS ETF TR | $1,430 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | COHERUS ONCOLOGY INC | $1,430 | 0.00% | 846 | 784 | 1,264.5% | $1,325 | 加仓 |
| — | OPTIMIZERX CORP | $1,426 | 0.00% | 227 | 227 | — | $1,426 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $1,409 | 0.00% | 163 | -77 | -32.1% | -$666 | 减仓 |
| — | SPOK HLDGS INC | $1,407 | 0.00% | 129 | 120 | 1,333.3% | $1,309 | 加仓 |
| — | CITIZENS FINL SVCS INC | $1,407 | 0.00% | 23 | 22 | 2,200.0% | $1,346 | 重新持有 |
| JBIO | JADE BIOSCIENCES INC | $1,405 | 0.00% | 100 | 76 | 316.7% | $1,068 | 加仓 |
| DCTH | DELCATH SYS INC | $1,402 | 0.00% | 151 | 135 | 843.8% | $1,253 | 加仓 |
| GEF/B | GREIF INC | $1,401 | 0.00% | 16 | 13 | 433.3% | $1,138 | 加仓 |
| — | CVRX INC | $1,391 | 0.00% | 147 | 147 | — | $1,391 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $1,386 | 0.00% | 38 | 8 | 26.7% | $292 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $1,386 | 0.00% | 70 | 15 | 27.3% | $297 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $1,384 | 0.00% | 130 | 130 | — | $1,384 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC | $1,382 | 0.00% | 150 | 83 | 123.9% | $765 | 加仓 |
| — | AIRO GROUP HLDGS INC | $1,369 | 0.00% | 180 | 176 | 4,400.0% | $1,339 | 加仓 |
| — | DOUGLAS ELLIMAN INC | $1,367 | 0.00% | 833 | 471 | 130.1% | $773 | 加仓 |
| INBK | FIRST INTERNET BANCORP | $1,366 | 0.00% | 67 | 66 | 6,600.0% | $1,346 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $1,362 | 0.00% | 1,481 | 790 | 114.3% | $727 | 加仓 |
| — | TREACE MED CONCEPTS INC | $1,350 | 0.00% | 1,007 | 930 | 1,207.8% | $1,247 | 加仓 |
| ALEC | ALECTOR INC | $1,349 | 0.00% | 627 | 543 | 646.4% | $1,168 | 重新持有 |
| — | APOGEE THERAPEUTICS INC | $1,347 | 0.00% | 16 | 15 | 1,500.0% | $1,263 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $1,341 | 0.00% | 34 | 7 | 25.9% | $276 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $1,340 | 0.00% | 22 | -4 | -15.4% | -$244 | 减仓 |
| — | SENSEONICS HLDGS INC | $1,339 | 0.00% | 201 | -1,245 | -86.1% | -$8,294 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $1,325 | 0.00% | 35 | 14 | 66.7% | $530 | 加仓 |
| — | SNDL INC | $1,320 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $1,319 | 0.00% | 35 | 18 | 105.9% | $678 | 加仓 |
| BH | BIGLARI HLDGS INC | $1,319 | 0.00% | 4 | 4 | — | $1,319 | 新建仓 |
| THRY | THRYV HLDGS INC | $1,318 | 0.00% | 481 | 429 | 825.0% | $1,176 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $1,312 | 0.00% | 25 | 20 | 400.0% | $1,050 | 加仓 |
| AMCX | AMC NETWORKS INC | $1,311 | 0.00% | 193 | -16 | -7.7% | -$109 | 减仓 |
| SB | SAFE BULKERS INC | $1,311 | 0.00% | 207 | 107 | 107.0% | $678 | 加仓 |
| — | PROASSURANCE CORP | $1,311 | 0.00% | 53 | 43 | 430.0% | $1,064 | 加仓 |
| CTEV | CLARITEV CORPORATION | $1,308 | 0.00% | 80 | 79 | 7,900.0% | $1,292 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1,307 | 0.00% | 63 | 63 | — | $1,307 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $1,303 | 0.00% | 73 | 70 | 2,333.3% | $1,249 | 加仓 |
| NPCE | NEUROPACE INC | $1,302 | 0.00% | 99 | 99 | — | $1,302 | 新建仓 |
| — | SKILLZ INC | $1,295 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PXED | PHOENIX ED PARTNERS INC | $1,290 | 0.00% | 41 | 41 | — | $1,290 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $1,286 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $1,284 | 0.00% | 524 | -567 | -52.0% | -$1,389 | 减仓 |
| YEXT | YEXT INC | $1,283 | 0.00% | 334 | 71 | 27.0% | $273 | 加仓 |