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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 93
减持 53
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$214.4M
8,257,670
+1%
增持
SPYG
SPDR SER TR
+$123.4M
12,757,730
+2%
建仓
QLTY
2023 ETF SERIES TRUST II
+$119.3M
4,017,325
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
LVHD
LEGG MASON ETF INVT
-$107.6M
710,645
-81%
增持
SPYV
SPDR SER TR
+$106.8M
19,403,272
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$80.2M
28,337,334
+3%
增持
BND
VANGUARD BD INDEX FDS
+$45.7M
16,564,654
+5%
增持
GOVT
ISHARES TR
+$33.0M
26,933,904
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$30.5M
11,524,568
+4%
增持
VO
VANGUARD INDEX FDS
+$29.2M
1,174,247
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$24.5M
349,885
+280%
增持
AMZN
AMAZON COM INC
+$23.8M
297,486
+51%
增持
NVDA
NVIDIA CORPORATION
+$21.7M
44,600
+19%
增持
AVUS
AMERICAN CENTY ETF TR
+$21.1M
2,246,289
+2%
增持
PSFF
PACER FDS TR
+$17.6M
1,219,386
+105%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$15.6M
2,325,189
-2%
增持
MSFT
MICROSOFT CORP
+$13.8M
211,512
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.9M
97,566
+15%
增持
TLT
ISHARES TR
+$10.9M
176,685
+198%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.5M
1,038,059
+15%
建仓
CORP
PIMCO ETF TR
+$10.0M
104,000
减持
SGOV
ISHARES TR
-$9.9M
249,277
-29%
增持
MBB
ISHARES TR
+$9.7M
2,777,089
+6%
增持
USIG
ISHARES TR
+$9.6M
4,355,375
+6%
减持
QTJL
INNOVATOR ETFS TRUST
-$9.6M
2,289
-99%
增持
VBR
VANGUARD INDEX FDS
+$9.1M
685,765
+1%
减持
FLOT
ISHARES TR
-$9.1M
141,701
-56%
减持
PJUL
INNOVATOR ETFS TRUST
-$8.8M
8,446
-97%
增持
SPEM
SPDR INDEX SHS FDS
+$8.6M
6,058,748
+2%
减持
KJUL
INNOVATOR ETFS TRUST
-$8.0M
2,509
-99%
减持
XTJL
INNOVATOR ETFS TRUST
-$7.9M
1,466
-99%
减持
IJUL
INNOVATOR ETFS TRUST
-$7.4M
15,496
-95%
增持
DGRO
ISHARES TR
+$7.3M
172,627
+243%
增持
MOAT
VANECK ETF TRUST
+$6.9M
218,959
+45%
减持
DFAU
DIMENSIONAL ETF TRUST
+$6.5M
2,412,078
-2%
减持
IEI
ISHARES TR
-$6.4M
28,391
-66%
减持
DFAC
DIMENSIONAL ETF TRUST
+$6.4M
3,236,902
-3%
增持
SPTM
SPDR SER TR
+$6.4M
884,590
+3%
减持
ITOT
ISHARES TR
+$6.1M
1,716,556
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$5.9M
666,513
-0%
增持
VOO
VANGUARD INDEX FDS
+$5.8M
23,053
+91%
减持
—
INNOVATOR ETFS TRUST
-$5.5M
465
-100%
增持
META
META PLATFORMS INC
+$5.4M
29,001
+18%
减持
SPY
SPDR S&P 500 ETF TR
+$5.4M
167,604
-3%
增持
IJR
ISHARES TR
+$5.2M
760,471
+4%
减持
VUG
VANGUARD INDEX FDS
+$4.9M
158,360
-1%
减持
QQQ
INVESCO QQQ TR
+$4.8M
146,956
-0%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$4.6M
101,038
-49%
减持
IWF
ISHARES TR
+$4.5M
137,798
-0%
减持
SEIX
VIRTUS ETF TR II
-$4.3M
270,162
-40%
增持
SPIB
SPDR SER TR
+$4.2M
756,969
+21%
增持
AVGO
BROADCOM INC
+$4.1M
13,560
+9%
减持
HNDL
STRATEGY SHS
-$4.0M
9,186
-95%
增持
EFV
ISHARES TR
+$4.0M
107,099
+201%
增持
VTV
VANGUARD INDEX FDS
+$4.0M
276,670
+1%
减持
IUSG
ISHARES TR
+$4.0M
381,890
-3%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$3.9M
3,380,662
+7%
减持
IVW
ISHARES TR
+$3.9M
576,965
-3%
增持
NOBL
PROSHARES TR
+$3.7M
44,976
+403%
增持
AAPL
APPLE INC
+$3.4M
940,927
+15%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
26,019
+9%
减持
DFAX
DIMENSIONAL ETF TRUST
+$3.3M
3,682,172
-0%
增持
CME
CME GROUP INC
+$3.3M
26,491
+131%
增持
—
EXXON MOBIL CORP
+$3.3M
164,429
+4%
增持
COLB
COLUMBIA BKG SYS INC
+$3.1M
161,824
+16147%
增持
JPM
JPMORGAN CHASE & CO
+$3.0M
85,772
+3%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.9M
200,668
+455%
增持
V
VISA INC
+$2.8M
59,569
+12%
增持
PG
PROCTER AND GAMBLE CO
+$2.8M
115,417
+6%
减持
XLU
SELECT SECTOR SPDR TR
-$2.8M
73,591
-39%
增持
UJAN
INNOVATOR ETFS TRUST
+$2.7M
73,538
+816989%
增持
GOOGL
ALPHABET INC
+$2.6M
144,780
+5%
增持
NFLX
NETFLIX INC
+$2.5M
13,323
+17%
增持
SUSL
ISHARES TR
+$2.5M
191,218
+5%
增持
LLY
ELI LILLY & CO
+$2.5M
7,381
+34%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.5M
117,521
-30%
增持
TSLA
TESLA INC
-$2.5M
57,074
+13%
减持
UJUL
INNOVATOR ETFS TRUST
-$2.4M
14,101
-85%
增持
CVX
CHEVRON CORP NEW
+$2.4M
106,533
+11%
减持
AGG
ISHARES TR
-$2.4M
351,271
-5%
增持
MA
MASTERCARD INCORPORATED
+$2.3M
31,245
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$2.3M
39,654
-34%
增持
VHT
VANGUARD WORLD FD
+$2.3M
20,313
+58%
增持
HD
HOME DEPOT INC
+$2.2M
43,628
+4%
增持
SMB
VANECK ETF TRUST
+$2.2M
862,072
+18%
减持
ARB
ALTSHARES TRUST
-$2.2M
7,318
-92%
减持
IUSB
ISHARES TR
-$2.2M
2,531,985
-1%
增持
WFC
WELLS FARGO CO NEW
+$2.2M
109,276
+30%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.2M
9,141
-80%
增持
ABT
ABBOTT LABS
+$2.2M
53,681
+50%
增持
GOOG
ALPHABET INC
+$2.1M
77,990
+12%
增持
NVO
NOVO-NORDISK A S
+$2.1M
29,137
+81%
增持
CAT
CATERPILLAR INC
+$2.1M
22,795
+7%
增持
MUB
ISHARES TR
+$2.1M
246,191
+9%
增持
CRM
SALESFORCE INC
+$2.0M
20,029
+32%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
516,477
-3%
增持
ABBV
ABBVIE INC
+$2.0M
36,839
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$2.0M
94,776
+81%
增持
DIS
DISNEY WALT CO
+$2.0M
50,992
+9%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.0M
183,555
+29%
减持
XSD
SPDR SER TR
-$1.9M
50
-99%
增持
EAGG
ISHARES TR
+$1.9M
342,352
+15%
增持
USXF
ISHARES TR
+$1.9M
288,907
+3%
增持
BAC
BANK AMERICA CORP
+$1.9M
229,348
+13%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$1.8M
1,061
-95%
减持
DUHP
DIMENSIONAL ETF TRUST
+$1.8M
627,790
-1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.8M
126,407
+6%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.8M
238,198
-13%
增持
BA
BOEING CO
-$1.8M
31,906
+5%
增持
IVE
ISHARES TR
+$1.7M
113,532
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.7M
410,227
+1%
增持
IWD
ISHARES TR
+$1.7M
35,901
+25%
增持
IJH
ISHARES TR
+$1.6M
640,740
+376%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
113,499
+9%
增持
VTEB
VANGUARD MUN BD FDS
+$1.6M
430,551
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.6M
441,507
-11%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.6M
19,715
增持
MRK
MERCK & CO INC
+$1.6M
50,588
+8%
增持
XLI
SELECT SECTOR SPDR TR
+$1.6M
15,103
+395%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
146,101
+20%
清仓
MNA
INDEXIQ ETF TR
-$1.5M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
55,640
+405%
增持
DMXF
ISHARES TR
+$1.5M
170,920
+7%
减持
GLD
SPDR GOLD TR
-$1.5M
103,258
-13%
增持
SPMD
SPDR SER TR
+$1.4M
192,937
+6%
减持
BJUL
INNOVATOR ETFS TRUST
-$1.4M
514
-99%
增持
WMT
WALMART INC
+$1.4M
174,741
+202%
减持
IVV
ISHARES TR
+$1.4M
106,950
-7%
增持
QCOM
QUALCOMM INC
+$1.4M
32,654
+13%
减持
—
ISHARES TR
-$1.3M
259,988
-17%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
8,714
+35%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
41,597
+14%
减持
—
PERION NETWORK LTD
-$1.3M
27,218
-55%
增持
HON
HONEYWELL INTL INC
+$1.3M
26,784
+32%
增持
TGT
TARGET CORP
+$1.2M
33,083
+2%
减持
IBDR
ISHARES TR
-$1.2M
216,019
-19%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
71,759
+0%
增持
AMAT
APPLIED MATLS INC
+$1.2M
17,011
+18%
增持
WM
WASTE MGMT INC DEL
+$1.2M
15,058
+31%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.1M
599,981
-2%
减持
IBTI
ISHARES TR
-$1.1M
101,916
-33%
减持
ON
ON SEMICONDUCTOR CORP
-$1.1M
2,421
-85%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.1M
20,776
+1790%
减持
IBTH
ISHARES TR
-$1.1M
114,949
-29%
减持
IUSV
ISHARES TR
+$1.1M
568,852
-5%
减持
IBTG
ISHARES TR
-$1.1M
116,178
-29%
增持
T
AT&T INC
+$1.1M
755,847
+4%
减持
IXUS
ISHARES TR
+$1.1M
1,338,617
-3%
增持
UITB
VICTORY PORTFOLIOS II
+$1.1M
399,816
+7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
86,416
-16%
