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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 78
减持 54
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$455.2M
11,689,615
+151%
增持
VTI
VANGUARD INDEX FDS
+$442.5M
7,837,490
+25%
增持
SPYV
SPDR SER TR
+$438.1M
16,881,395
+136%
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
BIL
SPDR SER TR
-$362.9M
199,877
-95%
增持
BSV
VANGUARD BD INDEX FDS
+$361.6M
11,671,577
+72%
增持
VO
VANGUARD INDEX FDS
+$99.9M
1,072,245
+66%
增持
AVUS
AMERICAN CENTY ETF TR
+$75.6M
2,145,129
+77%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$70.6M
2,263,133
+56%
增持
SPDW
SPDR INDEX SHS FDS
+$56.7M
23,486,763
+7%
减持
IWF
ISHARES TR
-$39.4M
155,046
-54%
增持
VBR
VANGUARD INDEX FDS
+$37.6M
686,168
+43%
增持
GOVT
ISHARES TR
+$34.0M
20,252,863
+10%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$32.7M
230,422
-68%
减持
SPY
SPDR S&P 500 ETF TR
-$30.8M
156,189
-36%
增持
AAPL
APPLE INC
+$23.2M
689,400
+3%
增持
BND
VANGUARD BD INDEX FDS
+$23.1M
14,626,493
+4%
增持
SPEM
SPDR INDEX SHS FDS
+$21.6M
7,734,994
+8%
减持
IJJ
ISHARES TR
-$19.0M
26,277
-88%
增持
IJR
ISHARES TR
+$18.6M
641,234
+37%
增持
LVHD
LEGG MASON ETF INVT
+$18.3M
3,621,662
+18%
减持
EFA
ISHARES TR
-$16.3M
166,222
-58%
减持
IVW
ISHARES TR
-$16.0M
624,417
-34%
减持
IYR
ISHARES TR
-$15.0M
6,372
-97%
建仓
PSFF
PACER FDS TR
+$13.3M
546,402
增持
MOAT
VANECK ETF TRUST
+$12.5M
158,574
+7829%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.6M
3,211,926
+8%
减持
GBF
ISHARES TR
-$11.6M
831
-99%
增持
MSFT
MICROSOFT CORP
+$11.5M
177,045
+5%
建仓
SEIX
VIRTUS ETF TR II
+$11.1M
471,169
增持
AGG
ISHARES TR
+$11.1M
358,375
+49%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$10.5M
3,578,747
-20%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$10.4M
21,584
-60%
建仓
QTJA
INNOVATOR ETFS TR
+$9.8M
481,036
增持
IUSG
ISHARES TR
+$9.6M
368,527
+24%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$9.4M
603,592
-24%
减持
DFAI
DIMENSIONAL ETF TRUST
-$9.3M
679,448
-34%
减持
IVV
ISHARES TR
-$9.1M
211,406
-16%
增持
TIP
ISHARES TR
+$9.1M
112,035
+315%
建仓
PJAN
INNOVATOR ETFS TR
+$8.9M
252,516
增持
VUG
VANGUARD INDEX FDS
+$8.8M
161,833
+9%
减持
QQQ
INVESCO QQQ TR
-$8.7M
147,449
-25%
减持
VTV
VANGUARD INDEX FDS
-$8.7M
246,323
-22%
增持
DFAU
DIMENSIONAL ETF TRUST
+$8.6M
2,448,094
+5%
增持
IUSV
ISHARES TR
+$8.5M
459,164
+23%
增持
USIG
ISHARES TR
+$8.1M
3,823,780
+6%
增持
HYG
ISHARES TR
+$7.7M
107,178
+2001%
建仓
IJAN
INNOVATOR ETFS TR
+$7.4M
254,867
增持
DFAX
DIMENSIONAL ETF TRUST
+$7.4M
3,375,947
+9%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$6.7M
317,757
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.7M
205,114
+260%
增持
VTEB
VANGUARD MUN BD FDS
+$6.7M
324,419
+71%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.7M
658,316
-17%
建仓
EOI
EATON VANCE ENHANCED EQUITY
+$6.7M
403,673
减持
IUSB
ISHARES TR
-$6.5M
2,730,487
-4%
增持
IQLT
ISHARES TR
+$6.4M
222,917
+402%
减持
USFR
WISDOMTREE TR
-$6.3M
180,484
-41%
增持
SMB
VANECK ETF TRUST
+$6.1M
549,112
+201%
增持
SPTM
SPDR SER TR
+$6.0M
871,075
+6%
减持
XLRE
SELECT SECTOR SPDR TR
-$6.0M
303,825
-35%
减持
ICSH
ISHARES TR
-$5.9M
136,299
-46%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.7M
646,107
+9%
建仓
—
INNOVATOR ETFS TR
+$5.7M
247,709
建仓
XBJA
INNOVATOR ETFS TR
+$5.7M
232,410
增持
AMZN
AMAZON COM INC
+$5.5M
125,521
+20%
增持
HDEF
DBX ETF TR
+$5.5M
1,651,592
+18%
增持
SPYD
SPDR SER TR
+$5.4M
897,290
+22%
减持
QUAL
ISHARES TR
-$4.9M
206,709
-22%
减持
VOE
VANGUARD INDEX FDS
-$4.8M
60,849
-38%
减持
EFG
ISHARES TR
-$4.7M
81,902
-39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
82,576
+8%
建仓
KJUL
INNOVATOR ETFS TR
+$4.4M
170,335
增持
HNDL
STRATEGY SHS
+$4.3M
213,693
+51392%
减持
SHV
ISHARES TR
-$4.3M
65,571
-37%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.2M
36,798
+300%
增持
FALN
ISHARES TR
+$4.2M
1,137,734
+16%
建仓
—
AMERICAN CENTY ETF TR
+$4.2M
117,385
增持
VXF
VANGUARD INDEX FDS
+$3.9M
29,526
+829%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.9M
700,379
+10%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
25,489
+2%
增持
CALF
PACER FDS TR
+$3.4M
84,771
+84671%
建仓
KJAN
INNOVATOR ETFS TR
+$3.4M
107,532
减持
VOT
VANGUARD INDEX FDS
-$3.4M
55,574
-27%
增持
TSLA
TESLA INC
+$3.4M
46,303
+10%
减持
EFV
ISHARES TR
-$3.3M
122,795
-36%
减持
VBK
VANGUARD INDEX FDS
-$3.3M
3,290
-82%
减持
IEI
ISHARES TR
-$3.3M
286,740
-7%
减持
SHYD
VANECK ETF TRUST
-$3.3M
16,222
-90%
减持
DFCF
DIMENSIONAL ETF TRUST
-$3.2M
1,004,175
-5%
减持
AVUV
AMERICAN CENTY ETF TR
-$3.2M
101,317
-32%
增持
FLOT
ISHARES TR
+$3.1M
353,484
+20%
建仓
SMMU
PIMCO ETF TR
+$3.1M
61,729
减持
ESGU
ISHARES TR
-$3.0M
69,856
-36%
减持
AVEM
AMERICAN CENTY ETF TR
-$3.0M
36,073
-61%
增持
COWZ
PACER FDS TR
+$3.0M
63,255
+8126%
建仓
RZG
INVESCO EXCHANGE TRADED FD T
+$3.0M
23,318
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.9M
560,385
+17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
107,032
-19%
增持
EFAV
ISHARES TR
+$2.8M
52,615
+390%
建仓
UFEB
INNOVATOR ETFS TR
+$2.7M
96,587
增持
MBB
ISHARES TR
+$2.7M
2,507,065
+3%
增持
GOOGL
ALPHABET INC
+$2.5M
126,248
+4%
建仓
XTJA
INNOVATOR ETFS TR
+$2.5M
107,536
减持
DON
WISDOMTREE TR
-$2.5M
20,075
-75%
增持
SUSL
ISHARES TR
+$2.4M
134,697
+19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.4M
235,013
-11%
增持
PEP
PEPSICO INC
+$2.3M
42,953
+39%
减持
VTIP
VANGUARD MALVERN FDS
-$2.3M
141,404
-25%
增持
GOOG
ALPHABET INC
+$2.2M
44,423
+47%
增持
T
AT&T INC
-$2.2M
715,643
+1%
减持
BLOK
AMPLIFY ETF TR
-$2.2M
4,120
-96%
减持
IAGG
ISHARES TR
-$2.2M
124,111
-27%
减持
CSB
VICTORY PORTFOLIOS II
-$2.1M
135,657
-23%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
114,972
+5%
增持
AVGO
BROADCOM INC
+$2.0M
4,364
+58%
减持
DFSD
DIMENSIONAL ETF TRUST
-$2.0M
141,741
-23%
增持
XSD
SPDR SER TR
+$1.9M
8,908
+8384%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
504,200
+4%
减持
MUB
ISHARES TR
-$1.8M
323,705
-4%
增持
CPRT
COPART INC
+$1.8M
29,798
+154%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
97,286
+12%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$1.8M
19,750
增持
EAGG
ISHARES TR
+$1.8M
201,580
+25%
减持
IWM
ISHARES TR
-$1.8M
35,949
-24%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.7M
174,095
-20%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.7M
28,334
+2630%
减持
VNQ
VANGUARD INDEX FDS
-$1.6M
25,800
-43%
减持
USMV
ISHARES TR
-$1.6M
102,958
-19%
增持
META
META PLATFORMS INC
+$1.6M
19,739
+3%
减持
IYW
ISHARES TR
-$1.6M
44,158
-36%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.6M
86,671
+18%
增持
IJH
ISHARES TR
+$1.6M
116,317
+1%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
17,117
+12%
增持
USXF
ISHARES TR
+$1.5M
207,158
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
788,164
-5%
增持
CROX
CROCS INC
+$1.4M
12,940
+14120%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.4M
26,666
-52%
减持
WPC
WP CAREY INC
-$1.4M
114,077
-3%
增持
ON
ON SEMICONDUCTOR CORP
+$1.4M
15,788
+965%
建仓
BJAN
INNOVATOR ETFS TR
+$1.3M
35,714
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
33,962
+31%
增持
WMT
WALMART INC
+$1.3M
52,801
+12%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
54,526
-2%
增持
TGT
TARGET CORP
+$1.3M
32,635
+79%
增持
NFLX
NETFLIX INC
+$1.3M
10,481
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
1,963
+164%
增持
CRM
SALESFORCE INC
+$1.2M
13,193
+68%
减持
IGSB
ISHARES TR
-$1.2M
12,261
-66%
增持
TRU
TRANSUNION
+$1.2M
15,601
+3921%
减持
ITOT
ISHARES TR
-$1.1M
1,807,136
-8%
增持
SUSB
ISHARES TR
+$1.1M
237,613
+26%
