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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 73
减持 70
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES TR
+$80.5M
24,697,405
+22%
减持
BSV
VANGUARD BD INDEX FDS
-$71.7M
10,780,018
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$71.1M
5,804,234
-25%
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。
增持
SPDW
SPDR INDEX SHS FDS
+$67.1M
26,810,793
+14%
增持
VTI
VANGUARD INDEX FDS
-$29.0M
7,991,124
+2%
减持
IVV
ISHARES TR
-$17.3M
179,225
-15%
减持
ITOT
ISHARES TR
-$14.1M
1,727,445
-4%
减持
IUSB
ISHARES TR
-$11.7M
2,573,476
-6%
减持
QTJA
INNOVATOR ETFS TR
-$9.7M
4,887
-99%
减持
PJAN
INNOVATOR ETFS TR
-$8.9M
234
-100%
建仓
QTJL
INNOVATOR ETFS TR
+$8.8M
354,659
建仓
PJUL
INNOVATOR ETFS TR
+$8.7M
258,498
增持
AAPL
APPLE INC
-$8.6M
730,759
+6%
增持
SCHR
SCHWAB STRATEGIC TR
+$8.1M
250,129
+218%
增持
TLT
ISHARES TR
+$7.9M
142,452
+209%
建仓
IJUL
INNOVATOR ETFS TR
+$7.5M
293,001
减持
IJAN
INNOVATOR ETFS TR
-$7.4M
1,744
-99%
建仓
XTJL
INNOVATOR ETFS TR
+$7.3M
273,906
减持
QUAL
ISHARES TR
-$7.3M
156,344
-24%
减持
IEI
ISHARES TR
-$7.1M
229,251
-20%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.9M
637,292
-15%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$6.6M
345,548
+221%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.8M
542,087
-18%
减持
—
INNOVATOR ETFS TR
-$5.7M
233
-100%
减持
XBJA
INNOVATOR ETFS TR
-$5.7M
216
-100%
减持
QQQ
INVESCO QQQ TR
-$5.6M
136,419
-7%
增持
IXUS
ISHARES TR
+$5.4M
1,149,160
+13%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.3M
77,371
+1878%
减持
EFG
ISHARES TR
-$5.1M
30,948
-62%
增持
SMB
VANECK ETF TRUST
+$5.1M
858,104
+56%
建仓
—
INNOVATOR ETFS TR
+$5.0M
185,907
增持
BOND
PIMCO ETF TR
+$4.7M
89,771
+154%
减持
VBR
VANGUARD INDEX FDS
-$4.5M
683,540
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.5M
228,284
+70%
增持
GIGB
GOLDMAN SACHS ETF TR
+$4.5M
151,074
+229%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.1M
101,465
+640%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.1M
714,027
-9%
增持
SPYG
SPDR SER TR
+$3.9M
12,097,025
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.9M
2,367,192
+5%
减持
CSB
VICTORY PORTFOLIOS II
-$3.8M
64,110
-53%
减持
VTIP
VANGUARD MALVERN FDS
-$3.7M
62,576
-56%
减持
USFR
WISDOMTREE TR
-$3.7M
107,856
-40%
增持
GOOG
ALPHABET INC
+$3.6M
68,293
+54%
增持
EAGG
ISHARES TR
+$3.5M
287,040
+42%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
153,954
-1%
减持
KJAN
INNOVATOR ETFS TR
-$3.4M
1,200
-99%
增持
KJUL
INNOVATOR ETFS TR
+$3.2M
302,508
+78%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.2M
278,909
+19%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.2M
3,634,774
+8%
增持
SPSM
SPDR SER TR
+$3.1M
315,887
+44%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.1M
693,561
+7%
增持
VO
VANGUARD INDEX FDS
-$3.1M
1,118,620
+4%
增持
UITB
VICTORY PORTFOLIOS II
+$3.1M
630,717
+16%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.1M
1,114,376
+11%
减持
IWF
ISHARES TR
-$3.1M
148,880
-4%
减持
IYW
ISHARES TR
-$3.1M
16,618
-62%
减持
IEMG
ISHARES INC
-$3.1M
193,868
-22%
增持
SPYV
SPDR SER TR
+$3.1M
17,749,068
+5%
减持
ESGU
ISHARES TR
-$3.0M
40,988
-41%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$3.0M
192,841
-10%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9M
142,471
+59%
减持
IJH
ISHARES TR
-$2.9M
110,542
-5%
减持
BIL
SPDR SER TR
-$2.7M
170,202
-15%
清仓
UFEB
INNOVATOR ETFS TR
-$2.7M
0
-100%
减持
IAGG
ISHARES TR
-$2.6M
71,613
-42%
增持
UJUL
INNOVATOR ETFS TR
+$2.6M
91,746
+1310557%
增持
MSFT
MICROSOFT CORP
-$2.5M
183,013
+3%
减持
EFV
ISHARES TR
-$2.5M
71,868
-41%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.5M
540,191
-5%
增持
LVHD
LEGG MASON ETF INVT
-$2.5M
3,847,203
+6%
增持
ANGL
VANECK ETF TRUST
+$2.5M
437,804
+29%
减持
XTJA
INNOVATOR ETFS TR
-$2.4M
2,122
-98%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.4M
3,495,425
-2%
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$2.4M
105,301
-50%
减持
SCZ
ISHARES TR
-$2.3M
43,269
-46%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
107,855
-6%
增持
SUSL
ISHARES TR
+$2.2M
167,854
+25%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
29,664
+16%
建仓
GCOW
PACER FDS TR
+$2.1M
63,839
减持
USMV
ISHARES TR
-$2.1M
77,094
-25%
增持
DMXF
ISHARES TR
+$2.0M
143,150
+42%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.0M
111,913
+70%
增持
VBK
VANGUARD INDEX FDS
+$2.0M
13,041
+296%
减持
TIP
ISHARES TR
-$2.0M
96,973
-13%
增持
IMCG
ISHARES TR
+$1.9M
34,172
+59851%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.9M
186,765
-8%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.8M
106,329
+23%
增持
IWB
ISHARES TR
+$1.8M
14,360
+125%
增持
GOOGL
ALPHABET INC
+$1.8M
129,343
+2%
减持
IUSV
ISHARES TR
-$1.8M
457,486
-0%
增持
SGOV
ISHARES TR
+$1.7M
98,331
+21%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
374,061
+15%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.7M
1,038
-96%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
219,616
+22%
增持
AVUS
AMERICAN CENTY ETF TR
-$1.6M
2,179,491
+2%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
52,429
-4%
减持
SHV
ISHARES TR
-$1.6M
51,255
-22%
增持
ESML
ISHARES TR
+$1.6M
51,317
+1125%
减持
WPC
WP CAREY INC
-$1.6M
113,730
-0%
减持
IUSG
ISHARES TR
-$1.6M
363,047
-1%
增持
BND
VANGUARD BD INDEX FDS
-$1.6M
15,214,196
+4%
增持
EUSB
ISHARES TR
+$1.6M
145,742
+41%
减持
—
EXXON MOBIL CORP
+$1.5M
149,727
-0%
增持
NULV
NUSHARES ETF TR
+$1.5M
163,480
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
84,601
+2%
减持
TLH
ISHARES TR
-$1.4M
1,368
-90%
减持
ICSH
ISHARES TR
-$1.4M
107,412
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
102,631
-4%
减持
CROX
CROCS INC
-$1.4M
224
-98%
增持
USXF
ISHARES TR
+$1.4M
255,984
+24%
减持
O
REALTY INCOME CORP
-$1.4M
137,118
-1%
减持
SPAB
SPDR SER TR
-$1.4M
263,128
-14%
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.4M
657,769
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.4M
70,489
-44%
增持
BJUL
INNOVATOR ETFS TR
+$1.4M
39,412
+246225%
增持
MUB
ISHARES TR
-$1.3M
323,853
+0%
减持
BJAN
INNOVATOR ETFS TR
-$1.3M
181
-99%
增持
V
VISA INC
+$1.3M
52,850
+16%
增持
BDX
BECTON DICKINSON & CO
+$1.3M
14,543
+56%
减持
AOS
SMITH A O CORP
-$1.3M
259
-99%
增持
HCRB
HARTFORD FDS EXCHANGE TRADED
+$1.3M
50,224
+328%
增持
TFLO
ISHARES TR
+$1.2M
109,218
+29%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.2M
220,875
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$1.2M
34,549
-17%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.1M
42,209
+128%
增持
INTC
INTEL CORP
+$1.1M
223,735
+9%
减持
VOT
VANGUARD INDEX FDS
-$1.1M
53,011
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.1M
157,589
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
28,283
+3%
增持
CVX
CHEVRON CORP NEW
+$1.1M
77,837
+2%
减持
MOAT
VANECK ETF TRUST
-$1.1M
152,906
-4%
增持
AGG
ISHARES TR
+$1.1M
384,501
+7%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.1M
658,062
+9%
减持
NEE
NEXTERA ENERGY INC
-$1.0M
58,272
-1%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
29,792
+9%
增持
IQLT
ISHARES TR
+$1.0M
266,992
+20%
减持
IVE
ISHARES TR
-$1.0M
106,758
-1%
增持
ARKK
ARK ETF TR
+$1.0M
31,104
+519%
增持
AVSF
AMERICAN CENTY ETF TR
+$1.0M
40,012
+124%
减持
STLD
STEEL DYNAMICS INC
-$1.0M
4,750
-66%
增持
SPTM
SPDR SER TR
-$1.0M
884,366
+2%
增持
BX
BLACKSTONE INC
+$998.1K
25,427
+37%
减持
AMD
ADVANCED MICRO DEVICES INC
-$983.4K
28,061
-17%
增持
CMCSA
COMCAST CORP NEW
+$944.3K
69,052
+35%
增持
WMT
WALMART INC
+$934.7K
57,738
+9%
增持
SPYD
SPDR SER TR
+$924.1K
975,066
+9%
增持
ABBV
ABBVIE INC
+$922.4K
28,935
+15%
减持
—
MEDTRONIC PLC
-$910.5K
19,019
-30%
减持
AMZN
AMAZON COM INC
-$900.3K
121,638
-3%
减持
IJS
ISHARES TR
-$894.3K
26,495
-23%
