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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 99
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$234.4M
8,143,439
+2%
增持
SPYV
SPDR SER TR
+$133.0M
18,556,755
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$104.0M
27,505,133
+3%
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
BND
VANGUARD BD INDEX FDS
+$95.7M
15,736,154
+3%
增持
SPYG
SPDR SER TR
+$92.7M
12,447,369
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$42.8M
11,076,200
+3%
增持
GOVT
ISHARES TR
+$35.9M
25,183,931
+2%
增持
AAPL
APPLE INC
+$32.8M
820,177
+12%
增持
VO
VANGUARD INDEX FDS
+$31.2M
1,135,573
+2%
增持
ITOT
ISHARES TR
+$29.1M
1,822,892
+6%
增持
SGOV
ISHARES TR
+$25.1M
348,707
+255%
减持
IVV
ISHARES TR
-$22.1M
114,874
-36%
增持
IXUS
ISHARES TR
+$20.8M
1,382,430
+20%
增持
USIG
ISHARES TR
+$20.7M
4,126,355
+4%
增持
AVUS
AMERICAN CENTY ETF TR
+$20.3M
2,206,917
+1%
增持
SCHR
SCHWAB STRATEGIC TR
+$18.6M
614,937
+146%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$17.4M
2,371,461
+0%
增持
MSFT
MICROSOFT CORP
+$17.4M
199,864
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$16.5M
173,175
+12%
减持
IEI
ISHARES TR
-$16.3M
82,707
-64%
增持
IUSV
ISHARES TR
+$16.2M
597,137
+31%
增持
SPEM
SPDR INDEX SHS FDS
+$15.8M
5,948,847
+2%
减持
VOO
VANGUARD INDEX FDS
-$15.3M
12,051
-77%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$14.9M
790,239
+650%
增持
AMZN
AMAZON COM INC
+$14.4M
196,781
+62%
增持
IJR
ISHARES TR
+$14.1M
728,079
+6%
减持
MBB
ISHARES TR
+$13.8M
2,624,525
-0%
减持
VBR
VANGUARD INDEX FDS
+$13.4M
680,439
-0%
增持
GLD
SPDR GOLD TR
+$11.8M
118,740
+87%
增持
XLK
SELECT SECTOR SPDR TR
+$11.6M
71,592
+451%
增持
QQQ
INVESCO QQQ TR
+$11.5M
147,525
+8%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$10.8M
265,426
+2012%
减持
UITB
VICTORY PORTFOLIOS II
-$10.6M
372,516
-41%
增持
TFI
SPDR SER TR
+$10.5M
452,975
+83%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.5M
900,559
+24%
减持
SPIB
SPDR SER TR
-$10.1M
626,296
-36%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.0M
1,297,479
+16%
增持
IJH
ISHARES TR
+$9.7M
134,594
+22%
增持
AVGO
BROADCOM INC
+$9.6M
12,436
+139%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$9.3M
197,813
减持
DFAC
DIMENSIONAL ETF TRUST
+$9.2M
3,320,658
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.1M
195,520
+139%
减持
MUB
ISHARES TR
-$8.8M
225,287
-30%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.7M
383,513
+38%
增持
DFAX
DIMENSIONAL ETF TRUST
+$8.5M
3,699,198
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$8.1M
115,963
+1069%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.5M
137,638
+34%
减持
SPYD
SPDR SER TR
-$7.5M
681,835
-30%
增持
XLV
SELECT SECTOR SPDR TR
+$7.4M
59,815
+862%
增持
CWB
SPDR SER TR
+$7.2M
100,737
+6284%
减持
TLT
ISHARES TR
-$6.8M
59,330
-58%
增持
IUSG
ISHARES TR
+$6.4M
392,000
+8%
减持
DFAU
DIMENSIONAL ETF TRUST
+$6.3M
2,455,877
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$6.2M
120,245
+401%
增持
COST
COSTCO WHSL CORP NEW
+$6.0M
23,806
+39%
增持
GD
GENERAL DYNAMICS CORP
+$6.0M
24,703
+1240%
减持
ARB
ALTSHARES TRUST
-$5.9M
90,780
-71%
增持
VTV
VANGUARD INDEX FDS
+$5.8M
274,880
+8%
增持
DLR
DIGITAL RLTY TR INC
+$5.8M
43,403
+6209%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
37,576
+27%
增持
HD
HOME DEPOT INC
+$5.4M
41,804
+40%
增持
IBDR
ISHARES TR
+$5.2M
266,639
+440%
减持
IUSB
ISHARES TR
+$5.2M
2,553,791
-1%
增持
PAVE
GLOBAL X FDS
+$4.6M
133,165
+133065%
减持
VUG
VANGUARD INDEX FDS
+$4.5M
159,576
-4%
增持
PSK
SPDR SER TR
+$4.4M
172,868
+297%
增持
IRM
IRON MTN INC DEL
+$4.4M
63,189
+6890%
减持
ASHR
DBX ETF TR
-$4.4M
7,035
-96%
增持
VGT
VANGUARD WORLD FDS
+$4.3M
15,260
+107%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.1M
495,525
-22%
减持
SPTM
SPDR SER TR
+$4.0M
862,141
-3%
增持
INTC
INTEL CORP
+$3.8M
234,557
+5%
增持
SUB
ISHARES TR
+$3.8M
463,786
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
273,093
+34%
清仓
—
ISHARES TR
-$3.7M
0
-100%
清仓
—
ISHARES TR
-$3.6M
0
-100%
增持
IBTG
ISHARES TR
+$3.5M
163,116
+1738%
增持
—
ISHARES TR
+$3.5M
313,500
+78%
增持
IBTH
ISHARES TR
+$3.4M
162,657
+1691%
减持
LVHD
LEGG MASON ETF INVT
+$3.4M
3,679,982
-4%
建仓
IBTI
ISHARES TR
+$3.4M
151,788
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.3M
30,679
-70%
增持
—
ISHARES TR
+$3.3M
164,581
+610%
增持
GIGB
GOLDMAN SACHS ETF TR
+$3.3M
211,570
+40%
减持
SJNK
SPDR SER TR
-$3.2M
97,403
-58%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$3.1M
284,190
+10075%
增持
DFNM
DIMENSIONAL ETF TRUST
+$3.1M
73,062
+704%
增持
—
LEGG MASON ETF INVT
+$3.1M
215,654
+212%
减持
VYM
VANGUARD WHITEHALL FDS
+$3.1M
669,325
-3%
增持
IVE
ISHARES TR
+$3.0M
111,923
+5%
减持
SPSM
SPDR SER TR
-$3.0M
204,654
-35%
增持
ICSH
ISHARES TR
+$3.0M
166,486
+55%
增持
IBDS
ISHARES TR
+$2.9M
141,994
+547%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.9M
33,355
-57%
增持
IHI
ISHARES TR
+$2.8M
53,770
+3173%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.8M
168,151
-26%
减持
DFAT
DIMENSIONAL ETF TRUST
+$2.8M
511,535
-3%
增持
SUSL
ISHARES TR
+$2.8M
182,687
+9%
增持
IBDT
ISHARES TR
+$2.7M
111,382
+5812%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.7M
532,292
-1%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$2.7M
190,965
+115%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.6M
46,448
+2769%
减持
SHV
ISHARES TR
-$2.4M
29,202
-43%
增持
BA
BOEING CO
+$2.4M
30,431
+6%
减持
IWF
ISHARES TR
+$2.3M
138,359
-7%
增持
GOOGL
ALPHABET INC
+$2.3M
137,948
+7%
减持
SHYL
DBX ETF TR
-$2.3M
29,843
-65%
增持
META
META PLATFORMS INC
+$2.3M
24,507
+16%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.3M
631,085
+3%
减持
ANGL
VANECK ETF TRUST
-$2.3M
331,681
-24%
增持
USXF
ISHARES TR
+$2.3M
279,857
+9%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
83,644
+1%
增持
IWM
ISHARES TR
+$2.2M
40,921
+21%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
395,384
+6%
增持
SUSA
ISHARES TR
+$2.1M
21,076
+9795%
减持
VOE
VANGUARD INDEX FDS
-$2.1M
48,679
-30%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.0M
3,160,807
-10%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.0M
103,242
-28%
增持
DMXF
ISHARES TR
+$2.0M
159,285
+11%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.0M
119,122
+12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.9M
108,884
+20%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$1.9M
146,906
+183%
减持
SMB
VANECK ETF TRUST
-$1.9M
727,891
-15%
增持
UNP
UNION PAC CORP
+$1.9M
32,521
+8%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.9M
63,627
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.8M
582,513
-11%
增持
—
EXXON MOBIL CORP
-$1.8M
158,476
+6%
减持
HDEF
DBX ETF TR
+$1.7M
1,625,916
-4%
减持
GCOW
PACER FDS TR
-$1.7M
10,983
-83%
减持
VBK
VANGUARD INDEX FDS
-$1.7M
4,582
-65%
减持
EFV
ISHARES TR
-$1.7M
35,581
-50%
增持
V
VISA INC
+$1.7M
53,067
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
30,741
+10%
减持
ESGU
ISHARES TR
-$1.6M
21,038
-49%
减持
EFG
ISHARES TR
-$1.5M
11,619
-62%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.5M
69,936
-38%
减持
IMCG
ISHARES TR
-$1.5M
6,799
-80%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
122,090
+27%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.5M
44,869
+119%
减持
FLOT
ISHARES TR
-$1.4M
322,798
-8%
增持
PSFF
PACER FDS TR
+$1.4M
593,711
+3%
增持
BAC
BANK AMERICA CORP
+$1.4M
202,514
+3%
增持
QCOM
QUALCOMM INC
+$1.4M
28,850
+16%
增持
NFLX
NETFLIX INC
+$1.4M
11,386
+4%
增持
T
AT&T INC
+$1.4M
727,863
+1%
增持
F
FORD MTR CO DEL
+$1.3M
205,373
+113%
增持
—
KELLANOVA
+$1.3M
29,567
+379%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
516,107
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.3M
348,609
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
108,725
+8%
