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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 106
减持 40
方向
标的
Δ市值
现股数(环比)
增持
QLTY
2023 ETF SERIES TRUST II
+$112.9M
7,494,521
+87%
增持
AAPL
APPLE INC
+$98.3M
1,157,448
+23%
增持
SPYG
SPDR SER TR
+$97.5M
12,927,544
+1%
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
VTI
VANGUARD INDEX FDS
+$96.9M
8,274,996
+0%
减持
AVUS
AMERICAN CENTY ETF TR
-$85.1M
1,263,269
-44%
增持
BND
VANGUARD BD INDEX FDS
+$50.6M
17,239,827
+4%
增持
MSFT
MICROSOFT CORP
+$42.3M
300,451
+42%
增持
JPM
JPMORGAN CHASE & CO.
+$41.0M
277,417
+223%
增持
BSV
VANGUARD BD INDEX FDS
+$32.9M
11,885,052
+3%
增持
AVGO
BROADCOM INC
+$31.7M
315,605
+2227%
增持
SPDW
SPDR INDEX SHS FDS
+$30.7M
29,291,113
+3%
增持
HD
HOME DEPOT INC
+$29.2M
126,397
+190%
增持
SCHD
SCHWAB STRATEGIC TR
+$28.8M
549,437
+182%
增持
AXP
AMERICAN EXPRESS CO
+$28.5M
124,088
+1728%
增持
PG
PROCTER AND GAMBLE CO
+$28.4M
280,365
+143%
增持
JNJ
JOHNSON & JOHNSON
+$26.9M
289,708
+155%
增持
KO
COCA COLA CO
+$26.6M
472,057
+586%
增持
SYK
STRYKER CORPORATION
+$26.3M
84,367
+1139%
减持
SPYD
SPDR SER TR
-$25.2M
59,747
-91%
增持
GOVT
ISHARES TR
+$25.2M
28,063,687
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$24.1M
105,065
+1345%
增持
UNH
UNITEDHEALTH GROUP INC
+$24.1M
68,620
+131%
增持
SPYV
SPDR SER TR
+$23.6M
19,839,651
+2%
增持
HON
HONEYWELL INTL INC
+$23.0M
132,594
+395%
增持
CVX
CHEVRON CORP NEW
+$22.6M
247,891
+133%
增持
TXN
TEXAS INSTRS INC
+$21.7M
119,985
+867%
增持
MBB
ISHARES TR
+$21.7M
2,998,855
+8%
减持
LVHD
LEGG MASON ETF INVT
-$21.0M
136,948
-81%
增持
FDVV
FIDELITY COVINGTON TRUST
+$21.0M
445,072
+4593%
增持
NVDA
NVIDIA CORPORATION
+$19.1M
503,529
+1029%
增持
ABT
ABBOTT LABS
+$18.2M
238,004
+343%
增持
NEE
NEXTERA ENERGY INC
+$18.0M
298,476
+449%
增持
—
EATON CORP PLC
+$17.4M
59,129
+1741%
增持
EMN
EASTMAN CHEM CO
+$17.3M
179,479
+11317%
增持
XEL
XCEL ENERGY INC
+$17.0M
311,459
+4284%
增持
SPEM
SPDR INDEX SHS FDS
+$16.7M
6,230,260
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$16.6M
137,651
+512%
增持
MDLZ
MONDELEZ INTL INC
+$16.2M
278,450
+757%
增持
CSCO
CISCO SYS INC
+$16.2M
463,661
+303%
减持
TLT
ISHARES TR
-$15.9M
8,826
-95%
增持
PLD
PROLOGIS INC.
+$15.7M
139,717
+1075%
增持
DIS
DISNEY WALT CO
+$15.3M
224,665
+341%
增持
VO
VANGUARD INDEX FDS
+$13.9M
1,238,401
+5%
增持
T
AT&T INC
+$13.2M
1,384,494
+83%
增持
SBUX
STARBUCKS CORP
+$11.1M
174,706
+483%
增持
USIG
ISHARES TR
+$10.1M
4,558,272
+5%
增持
PMAY
INNOVATOR ETFS TRUST
+$9.8M
287,907
+29490%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$9.5M
294,267
+5899%
增持
IJR
ISHARES TR
+$9.4M
822,209
+8%
增持
COST
COSTCO WHSL CORP NEW
+$8.1M
32,437
+25%
减持
IQLT
ISHARES TR
-$7.5M
74,488
-72%
增持
VUG
VANGUARD INDEX FDS
+$7.4M
166,924
+5%
减持
HYG
ISHARES TR
-$7.1M
11,643
-89%
增持
DFSV
DIMENSIONAL ETF TRUST
+$6.5M
264,106
+424%
增持
PSFF
PACER FDS TR
+$6.3M
1,405,743
+15%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$6.2M
70,016
-45%
增持
SCHR
SCHWAB STRATEGIC TR
+$6.2M
724,133
+21%
增持
GOOGL
ALPHABET INC
+$6.2M
157,627
+9%
增持
ORCL
ORACLE CORP
+$6.1M
78,354
+106%
增持
SPTM
SPDR SER TR
+$6.0M
934,902
+6%
增持
LLY
ELI LILLY & CO
+$5.8M
13,448
+82%
增持
TSLA
TESLA INC
+$5.2M
63,581
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$5.0M
168,853
+1%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$5.0M
2,356,489
+1%
增持
GE
GE AEROSPACE
+$4.8M
45,109
+237%
减持
SPMB
SPDR SER TR
-$4.8M
37,910
-85%
减持
AGG
ISHARES TR
-$4.6M
303,768
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
104,945
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.5M
127,375
+134%
增持
VTEB
VANGUARD MUN BD FDS
+$4.3M
516,582
+20%
增持
IUSB
ISHARES TR
+$4.2M
2,621,841
+4%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$4.1M
274,846
+36%
增持
GOOG
ALPHABET INC
+$4.1M
88,929
+14%
增持
KJAN
INNOVATOR ETFS TRUST
+$4.1M
117,089
+2267%
增持
SMB
VANECK ETF TRUST
+$4.1M
1,095,845
+27%
增持
META
META PLATFORMS INC
+$3.8M
37,606
+30%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.8M
3,258,069
+1%
增持
VTV
VANGUARD INDEX FDS
+$3.8M
295,998
+7%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.7M
126,489
+14677%
减持
MOAT
VANECK ETF TRUST
-$3.6M
181,838
-17%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.6M
25,029
-71%
减持
CALF
PACER FDS TR
-$3.5M
3,289
-96%
减持
ITOT
ISHARES TR
+$3.5M
1,672,943
-3%
减持
IVW
ISHARES TR
+$3.3M
565,233
-2%
减持
COWZ
PACER FDS TR
-$3.3M
6,761
-89%
增持
AMGN
AMGEN INC
+$3.2M
24,248
+42%
减持
QQQ
INVESCO QQQ TR
+$3.2M
143,981
-2%
减持
IUSG
ISHARES TR
+$3.2M
377,326
-1%
减持
INTC
INTEL CORP
-$3.1M
240,958
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
413,177
+10%
增持
UNP
UNION PAC CORP
+$3.0M
47,469
+37%
增持
—
EXXON MOBIL CORP
+$2.9M
190,027
+16%
增持
IAPR
INNOVATOR ETFS TRUST
+$2.9M
116,610
+1093%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.7M
510,091
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.7M
42,200
+59%
增持
BAC
BANK AMERICA CORP
+$2.6M
263,321
+15%
增持
WFC
WELLS FARGO CO NEW
+$2.5M
149,206
+37%
增持
WMT
WALMART INC
+$2.5M
183,900
+5%
减持
BA
BOEING CO
-$2.4M
20,649
-35%
减持
DFAU
DIMENSIONAL ETF TRUST
+$2.4M
2,383,778
-1%
减持
CORP
PIMCO ETF TR
-$2.4M
79,262
-24%
增持
IAU
ISHARES GOLD TR
+$2.3M
210,642
+23%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.3M
451,962
-9%
减持
TIP
ISHARES TR
-$2.2M
67,031
-24%
减持
SGOV
ISHARES TR
-$2.2M
227,886
-9%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.2M
81,282
+3238%
增持
—
SUPER MICRO COMPUTER INC
+$2.1M
3,076
+838%
增持
NFLX
NETFLIX INC
+$2.1M
16,081
+21%
增持
AMZN
AMAZON COM INC
+$2.1M
304,327
+2%
减持
IWF
ISHARES TR
+$2.0M
134,024
-3%
增持
QCOM
QUALCOMM INC
+$2.0M
40,463
+24%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.0M
79,559
+1388%
增持
SUB
ISHARES TR
+$2.0M
488,591
+4%
建仓
NAPR
INNOVATOR ETFS TRUST
+$2.0M
41,762
建仓
DISV
DIMENSIONAL ETF TRUST
+$2.0M
70,356
增持
HDEF
DBX ETF TR
+$1.9M
1,629,771
+3%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
696,868
+2%
增持
ADBE
ADOBE INC
+$1.9M
12,922
+25%
增持
AMAT
APPLIED MATLS INC
+$1.8M
25,474
+50%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
106,001
+91%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
246,864
+11%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.7M
457
-77%
减持
FLOT
ISHARES TR
-$1.7M
108,384
-24%
减持
EOI
EATON VANCE ENHANCED EQUITY
-$1.7M
265,017
-28%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$1.7M
206,000
-28%
减持
IJH
ISHARES TR
-$1.7M
618,472
-3%
减持
GLD
SPDR GOLD TR
+$1.6M
103,078
-0%
增持
ABBV
ABBVIE INC
+$1.6M
48,278
+31%
减持
SEIX
VIRTUS ETF TR II
-$1.6M
203,764
-25%
增持
GWW
GRAINGER W W INC
+$1.6M
3,408
+109%
增持
MMM
3M CO
+$1.4M
22,495
+147%
增持
MRK
MERCK & CO INC
+$1.4M
63,820
+26%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
514,630
-0%
增持
UJUL
INNOVATOR ETFS TRUST
+$1.3M
53,323
+278%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$1.3M
30,630
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
668,909
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.2M
135,539
+24%
减持
CPRT
COPART INC
-$1.2M
43,895
-27%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.2M
96,298
+36%
减持
IVV
ISHARES TR
+$1.2M
104,059
-3%
减持
TDG
TRANSDIGM GROUP INC
-$1.2M
287
-77%
减持
—
AMERICAN CENTY ETF TR
-$1.2M
79,193
-28%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
72,919
+2%
增持
MINT
PIMCO ETF TR
+$1.2M
19,112
+152%
增持
AMP
AMERIPRISE FINL INC
+$1.2M
3,966
+267%
增持
SHEL
SHELL PLC
+$1.1M
25,373
+147%
增持
STZ
CONSTELLATION BRANDS INC
+$1.1M
7,278
+200%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
3,677,320
-0%
建仓
—
SILA REALTY TRUST INC
+$1.1M
49,717
减持
IRM
IRON MTN INC DEL
+$1.1M
63,209
-1%
