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 |
|---|---|---|---|---|---|---|---|---|
| XFOR | X4 PHARMACEUTICALS INC | $1,281 | 0.00% | 310 | -405 | -56.6% | -$1,674 | 减仓 |
| ROOT | ROOT INC | $1,281 | 0.00% | 29 | 24 | 480.0% | $1,060 | 加仓 |
| AGOX | STARBOARD INVT TR | $1,278 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $1,273 | 0.00% | 896 | 155 | 20.9% | $220 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $1,268 | 0.00% | 179 | 172 | 2,457.1% | $1,218 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,267 | 0.00% | 35 | -10 | -22.2% | -$362 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1,264 | 0.00% | 79 | 35 | 79.5% | $560 | 加仓 |
| MH | MCGRAW HILL INC | $1,261 | 0.00% | 92 | -31 | -25.2% | -$425 | 减仓 |
| MCS | MARCUS CORP DEL | $1,254 | 0.00% | 73 | 49 | 204.2% | $842 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $1,243 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $1,243 | 0.00% | 118 | 87 | 280.6% | $916 | 加仓 |
| SLVP | ISHARES INC | $1,242 | 0.00% | 35 | -61 | -63.5% | -$2,165 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1,229 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GOLDEN ENTMT INC | $1,228 | 0.00% | 46 | -104 | -69.3% | -$2,776 | 减仓 |
| CGAU | CENTERRA GOLD INC | $1,228 | 0.00% | 69 | 60 | 666.7% | $1,068 | 加仓 |
| ABVX | ABIVAX SA | $1,225 | 0.00% | 11 | -5 | -31.2% | -$557 | 减仓 |
| — | FORRESTER RESH INC | $1,223 | 0.00% | 216 | 200 | 1,250.0% | $1,132 | 加仓 |
| — | THERMON GROUP HLDGS INC | $1,210 | 0.00% | 24 | 23 | 2,300.0% | $1,160 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $1,203 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| INFO | HARBOR ETF TRUST | $1,175 | 0.00% | 50 | 50 | — | $1,175 | 新建仓 |
| AORT | ARTIVION INC | $1,172 | 0.00% | 32 | 5 | 18.5% | $183 | 加仓 |
| CRON | CRONOS GROUP INC | $1,170 | 0.00% | 466 | 400 | 606.1% | $1,004 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $1,167 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LEGH | LEGACY HOUSING CORP | $1,165 | 0.00% | 57 | -87 | -60.4% | -$1,778 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $1,163 | 0.00% | 29 | 1 | 3.6% | $40 | 加仓 |
| — | ISHARES TR | $1,162 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS | $1,153 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP | $1,150 | 0.00% | 42 | 35 | 500.0% | $958 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $1,147 | 0.00% | 297 | 133 | 81.1% | $514 | 加仓 |
| — | LIFEZONE METALS LIMITED | $1,136 | 0.00% | 338 | -408 | -54.7% | -$1,371 | 减仓 |
| — | OATLY GROUP AB | $1,136 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | SOLUNA HOLDINGS INC | $1,131 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| FNKO | FUNKO INC | $1,131 | 0.00% | 359 | -9 | -2.4% | -$28 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $1,131 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FVR | FRONTVIEW REIT INC | $1,130 | 0.00% | 73 | 19 | 35.2% | $294 | 加仓 |
| — | PETMED EXPRESS INC | $1,127 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $1,123 | 0.00% | 16 | -13 | -44.8% | -$912 | 减仓 |
| SVRA | SAVARA INC | $1,120 | 0.00% | 205 | 38 | 22.8% | $208 | 加仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $1,115 | 0.00% | 280 | 138 | 97.2% | $550 | 加仓 |
| LMNR | LIMONEIRA CO | $1,114 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $1,110 | 0.00% | 68 | 20 | 41.7% | $326 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $1,107 | 0.00% | 184 | 4 | 2.2% | $24 | 加仓 |
| — | GROWGENERATION CORP | $1,106 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC | $1,106 | 0.00% | 201 | 13 | 6.9% | $72 | 加仓 |
| FC | FRANKLIN COVEY CO | $1,106 | 0.00% | 70 | 70 | — | $1,106 | 新建仓 |
| WEST | WESTROCK COFFEE CO | $1,101 | 0.00% | 259 | -35 | -11.9% | -$149 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $1,092 | 0.00% | 42 | -344 | -89.1% | -$8,944 | 减仓 |
| — | OSPREY BITCOIN TR | $1,092 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ASCENT INDUSTRIES CO | $1,092 | 0.00% | 82 | 18 | 28.1% | $240 | 加仓 |
| BTG | B2GOLD CORP | $1,088 | 0.00% | 240 | -306 | -56.0% | -$1,387 | 减仓 |
| ABX | ABACUS GLOBAL MGMT INC | $1,088 | 0.00% | 138 | 25 | 22.1% | $197 | 加仓 |
| VSTM | VERASTEM INC | $1,087 | 0.00% | 205 | 154 | 302.0% | $817 | 重新持有 |
| — | NORTHERN TECHNOLOGIES INTL C | $1,083 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | DEFINITIVE HEALTHCARE CORP | $1,078 | 0.00% | 876 | 699 | 394.9% | $860 | 重新持有 |
| PRCH | PORCH GROUP INC | $1,076 | 0.00% | 150 | 17 | 12.8% | $122 | 加仓 |
| — | FEMASYS INC | $1,072 | 0.00% | 2,550 | 0 | 0.0% | — | 重新持有 |
| RM | REGIONAL MGMT CORP | $1,065 | 0.00% | 33 | 22 | 200.0% | $710 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $1,063 | 0.00% | 96 | 9 | 10.3% | $100 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $1,055 | 0.00% | 59 | 57 | 2,850.0% | $1,019 | 加仓 |
| INMD | INMODE LTD | $1,054 | 0.00% | 77 | -94 | -55.0% | -$1,287 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $1,042 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $1,039 | 0.00% | 45 | 27 | 150.0% | $623 | 加仓 |
| CARS | CARS COM INC | $1,032 | 0.00% | 127 | 76 | 149.0% | $618 | 重新持有 |
| IVVD | INVIVYD INC | $1,031 | 0.00% | 793 | 793 | — | $1,031 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $1,024 | 0.00% | 430 | 12 | 2.9% | $29 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $1,023 | 0.00% | 25 | 25 | — | $1,023 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $1,022 | 0.00% | 6 | 3 | 100.0% | $511 | 加仓 |
| — | FRANKLIN FINL SVCS CORP | $1,022 | 0.00% | 20 | 15 | 300.0% | $766 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $1,020 | 0.00% | 196 | 182 | 1,300.0% | $947 | 加仓 |
| STRT | STRATTEC SEC CORP | $1,019 | 0.00% | 13 | 13 | — | $1,019 | 新建仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $1,014 | 0.00% | 59 | 59 | — | $1,014 | 新建仓 |
| CHYM | CHIME FINL INC | $1,012 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | NATHANS FAMOUS INC | $1,008 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $1,005 | 0.00% | 23 | -21 | -47.7% | -$918 | 减仓 |
| IQDG | WISDOMTREE TR | $1,004 | 0.00% | 25 | 25 | — | $1,004 | 新建仓 |
| WTBA | WEST BANCORPORATION INC | $1,000 | 0.00% | 42 | 21 | 100.0% | $500 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $996 | 0.00% | 29 | 7 | 31.8% | $240 | 加仓 |
| — | BRASILAGRO COMPANHIA BRASILE | $995 | 0.00% | 235 | 235 | — | $995 | 新建仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $991 | 0.00% | 64 | 52 | 433.3% | $805 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $978 | 0.00% | 68 | 68 | — | $978 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $976 | 0.00% | 18 | 16 | 800.0% | $868 | 加仓 |
| — | SIDUS SPACE INC | $975 | 0.00% | 420 | 100 | 31.2% | $232 | 加仓 |
| RJET | REPUBLIC AWYS HLDGS INC | $966 | 0.00% | 54 | 54 | — | $966 | 新建仓 |
| LOUP | INNOVATOR ETFS TRUST | $964 | 0.00% | 14 | 1 | 7.7% | $69 | 重新持有 |
| CSV | CARRIAGE SVCS INC | $959 | 0.00% | 21 | 3 | 16.7% | $137 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $958 | 0.00% | 178 | 115 | 182.5% | $619 | 重新持有 |
| FVCB | FVCBANKCORP INC | $957 | 0.00% | 63 | 18 | 40.0% | $273 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $950 | 0.00% | 44 | 27 | 158.8% | $583 | 加仓 |
| — | SOUNDTHINKING INC | $941 | 0.00% | 142 | 129 | 992.3% | $855 | 加仓 |
| ALLT | ALLOT LTD | $933 | 0.00% | 140 | -379 | -73.0% | -$2,526 | 减仓 |
| — | AMERICAN VANGUARD CORP | $932 | 0.00% | 374 | 190 | 103.3% | $473 | 加仓 |
| — | MAXCYTE INC | $930 | 0.00% | 1,323 | 1,323 | — | $930 | 新建仓 |
| SMTH | ALPS ETF TR | $928 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $925 | 0.00% | 758 | 604 | 392.2% | $737 | 加仓 |
| SLI | STANDARD LITHIUM LTD | $921 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SPIR | SPIRE GLOBAL INC | $919 | 0.00% | 73 | 71 | 3,550.0% | $894 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $908 | 0.00% | 62 | 45 | 264.7% | $659 | 加仓 |
| SWIM | LATHAM GROUP INC | $903 | 0.00% | 168 | -117 | -41.1% | -$629 | 减仓 |
| EOLS | EVOLUS INC | $901 | 0.00% | 219 | -19 | -8.0% | -$78 | 减仓 |
| — | SURF AIR MOBILITY INC | $899 | 0.00% | 781 | 0 | 0.0% | — | 不变 |