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Allworth Financial LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Allworth Financial LP
报告期 2026-03-31 · CIK 0001555170
持仓数
5,187
前50大市值合计
$17.45B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 5
增持 100
减持 43
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$142.6M
6,290,879
+5%
增持
LVHD
LEGG MASON ETF INVT
+$103.5M
3,071,995
+958%
增持
SPDW
SPDR INDEX SHS FDS
+$65.7M
22,028,692
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VBR
VANGUARD INDEX FDS
-$60.4M
478,311
-44%
增持
BND
VANGUARD BD INDEX FDS
+$57.6M
14,088,108
+3%
增持
IVV
ISHARES TR
+$46.3M
251,436
+69%
增持
GOVT
ISHARES TR
+$46.1M
18,383,748
+9%
增持
SPYG
SPDR SER TR
+$40.8M
4,660,065
+9%
增持
AAPL
APPLE INC
+$26.2M
670,221
+3%
增持
IUSB
ISHARES TR
+$25.1M
2,831,171
+20%
增持
IWF
ISHARES TR
+$23.3M
336,061
+22%
增持
SPYV
SPDR SER TR
+$22.9M
7,151,834
+4%
增持
MBB
ISHARES TR
+$18.6M
2,440,266
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$17.4M
7,157,669
+4%
增持
VO
VANGUARD INDEX FDS
+$15.0M
645,462
+9%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$14.5M
798,233
+61%
增持
QUAL
ISHARES TR
+$13.8M
263,989
+59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.5M
829,633
+62%
增持
BIL
SPDR SER TR
+$13.3M
4,152,015
+3%
增持
EFG
ISHARES TR
+$12.5M
133,525
+23203%
清仓
XC
WISDOMTREE TR
-$12.3M
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$12.0M
478,016
+23552%
建仓
GBF
ISHARES TR
+$11.7M
110,198
增持
USIG
ISHARES TR
+$11.2M
3,621,389
+3%
增持
VTV
VANGUARD INDEX FDS
+$10.9M
316,509
+36%
减持
ITOT
ISHARES TR
+$10.8M
1,965,243
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$10.3M
483,754
-33%
增持
MSFT
MICROSOFT CORP
+$10.3M
169,319
+5%
增持
IJR
ISHARES TR
+$10.1M
468,817
+26%
增持
DFAX
DIMENSIONAL ETF TRUST
+$10.1M
3,093,517
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.7M
1,032,374
+43%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.4M
595,183
+21%
增持
IEMG
ISHARES INC
+$9.2M
250,591
+286%
增持
ESGU
ISHARES TR
+$9.1M
108,576
+1199%
增持
EFV
ISHARES TR
+$9.0M
192,349
+2727%
减持
QQQ
INVESCO QQQ TR
+$8.8M
196,970
-4%
增持
HDEF
DBX ETF TR
+$8.7M
1,398,218
+28%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.3M
2,968,184
+5%
增持
IJH
ISHARES TR
+$7.1M
115,203
+28%
增持
AVUS
AMERICAN CENTY ETF TR
+$7.1M
1,208,800
+5%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$6.2M
1,450,994
+3%
增持
VUG
VANGUARD INDEX FDS
+$6.1M
148,384
+2%
增持
IYW
ISHARES TR
+$6.0M
69,097
+1144%
增持
FALN
ISHARES TR
+$6.0M
977,186
+28%
建仓
ASHR
DBX ETF TR
+$5.8M
197,504
增持
SPYD
SPDR SER TR
+$5.8M
733,258
+32%
减持
BSV
VANGUARD BD INDEX FDS
-$5.7M
6,803,190
-3%
增持
SHV
ISHARES TR
+$5.2M
104,312
+83%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.0M
2,336,591
+1%
增持
TLT
ISHARES TR
+$4.9M
47,685
+3758%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.9M
597,849
-20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.9M
788,851
-11%
减持
MMM
3M CO
-$4.8M
7,615
-89%
增持
USMV
ISHARES TR
+$4.3M
127,638
+85%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$4.3M
4,458,236
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$4.3M
189,494
+76%
减持
ARB
ALTSHARES TRUST
-$4.3M
340,725
-32%
建仓
ABBV
ABBVIE INC
+$4.2M
26,534
增持
SPTM
SPDR SER TR
+$4.1M
820,445
+4%
增持
TSLA
TESLA INC
+$4.1M
42,093
+12%
减持
ICSH
ISHARES TR
-$3.7M
254,397
-23%
减持
IWM
ISHARES TR
-$3.7M
47,552
-32%
减持
IXUS
ISHARES TR
+$3.5M
1,014,280
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
24,942
+7%
减持
FLOT
ISHARES TR
-$3.5M
295,722
-19%
增持
EFA
ISHARES TR
+$3.4M
396,111
+4%
增持
VBK
VANGUARD INDEX FDS
+$3.4M
18,600
+459%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.2M
1,061,607
+5%
建仓
ABT
ABBOTT LABS
+$3.1M
30,679
增持
XLRE
SELECT SECTOR SPDR TR
+$3.0M
466,512
+20%
减持
HDV
ISHARES TR
-$3.0M
33,344
-46%
减持
DFSD
DIMENSIONAL ETF TRUST
-$3.0M
183,024
-27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.9M
638,794
+9%
减持
—
10X CAP VENTURE ACQSTN CORP
-$2.9M
100
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.8M
93,469
+124%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.8M
196,853
+20%
减持
JNJ
JOHNSON & JOHNSON
-$2.8M
109,521
-2%
减持
FLWS
1 800 FLOWERS COM INC
-$2.7M
132
-100%
增持
TLH
ISHARES TR
+$2.6M
23,125
+10912%
增持
GOOGL
ALPHABET INC
+$2.6M
121,734
+7%
增持
AMZN
AMAZON COM INC
+$2.5M
104,996
+6%
增持
MUB
ISHARES TR
+$2.5M
337,752
+5%
减持
EGHT
8X8 INC NEW
-$2.4M
484
-99%
增持
SHM
SPDR SER TR
+$2.4M
259,489
+22%
增持
IUSG
ISHARES TR
+$2.3M
297,525
+0%
增持
BLOK
AMPLIFY ETF TR
+$2.2M
116,949
+6613%
减持
DDD
3-D SYS CORP DEL
-$2.2M
455
-98%
减持
SPY
SPDR S&P 500 ETF TR
+$2.2M
244,375
-5%
减持
QFIN
360 DIGITECH INC
-$2.1M
40
-100%
增持
IUSV
ISHARES TR
+$2.1M
372,320
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.1M
149,394
+24%
减持
—
23ANDME HOLDING CO
-$2.0M
2,000
-93%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.0M
441,157
+19%
清仓
—
1LIFE HEALTHCARE INC
-$1.9M
0
-100%
减持
GCOR
GOLDMAN SACHS ETF TR
-$1.9M
63,774
-43%
减持
TXG
10X GENOMICS INC
-$1.9M
440
-98%
增持
META
META PLATFORMS INC
+$1.9M
19,072
+5%
增持
EAGG
ISHARES TR
+$1.8M
161,315
+27%
减持
—
10X CAP VENTURE ACQSTN CORP
-$1.8M
300
-99%
增持
USXF
ISHARES TR
+$1.8M
179,134
+33%
建仓
—
ACCENTURE PLC IRELAND
+$1.7M
6,081
增持
ANGL
VANECK ETF TRUST
+$1.7M
339,114
+18%
增持
SUSL
ISHARES TR
+$1.7M
112,858
+18%
增持
RODM
LATTICE STRATEGIES TR
+$1.7M
92,798
+202%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
791,687
-3%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.6M
727,670
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
26,952
-0%
增持
UITB
VICTORY PORTFOLIOS II
+$1.5M
543,471
+3%
减持
DON
WISDOMTREE TR
-$1.4M
80,655
-30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
76,590
+6%
增持
IFRA
ISHARES TR
+$1.4M
36,538
+32235%
增持
DGRO
ISHARES TR
+$1.3M
52,932
+104%
增持
MTUM
ISHARES TR
+$1.3M
20,454
+97%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.3M
73,512
+23%
增持
T
AT&T INC
+$1.3M
707,295
+6%
减持
VOE
VANGUARD INDEX FDS
-$1.3M
98,365
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
90,115
-14%
增持
VNQ
VANGUARD INDEX FDS
+$1.3M
45,648
+51%
减持
CSB
VICTORY PORTFOLIOS II
-$1.3M
175,613
-13%
增持
INTC
INTEL CORP
+$1.3M
204,879
+0%
增持
DMXF
ISHARES TR
+$1.3M
85,409
+22%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
216,967
+16%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.2M
19,640
+41%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.2M
146,582
-15%
增持
IEI
ISHARES TR
+$1.2M
308,631
+1%
减持
PFE
PFIZER INC
-$1.2M
111,157
-0%
增持
AGG
ISHARES TR
+$1.2M
240,920
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
15,345
+8%
增持
MLN
VANECK ETF TRUST
+$1.1M
79,551
+307%
增持
CATH
GLOBAL X FDS
+$1.1M
37,728
+112%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$1.0M
43,320
-34%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.0M
55,865
+59%
减持
BAC
BANK AMERICA CORP
-$1.0M
193,125
-2%
减持
VOT
VANGUARD INDEX FDS
+$1.0M
76,268
-1%
减持
MNA
INDEXIQ ETF TR
-$990.5K
62,907
-33%
减持
SCHF
SCHWAB STRATEGIC TR
-$987.0K
151,122
-22%
增持
WBD
WARNER BROS DISCOVERY INC
+$969.9K
155,876
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$960.1K
25,839
+6%
减持
QDF
FLEXSHARES TR
-$933.9K
71,882
-22%
增持
VB
VANGUARD INDEX FDS
+$930.1K
39,239
+11%
减持
DGRS
WISDOMTREE TR
-$925.2K
27,308
-47%
增持
ESGE
ISHARES INC
+$870.1K
63,182
+70%
增持
CVX
CHEVRON CORP NEW
-$856.8K
77,220
+3%
增持
CRM
SALESFORCE INC
+$824.0K
7,857
+40%
增持
—
LEGG MASON ETF INVT
+$819.9K
96,788
+63%
增持
V
VISA INC
+$815.0K
45,478
+0%
增持
TFI
SPDR SER TR
+$811.8K
237,613
+5%
减持
CVS
CVS HEALTH CORP
-$808.2K
10,326
-39%
增持
EUSB
ISHARES TR
+$807.2K
79,650
+28%
减持
IGSB
ISHARES TR
-$766.1K
35,955
-31%
