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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 83
减持 64
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$138.1M
8,409,146
+2%
建仓
TSPA
T ROWE PRICE ETF INC
+$101.7M
2,817,249
减持
AVUS
AMERICAN CENTY ETF TR
-$95.0M
219,923
-83%
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
SPYV
SPDR SER TR
+$77.3M
20,300,686
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$75.4M
29,863,752
+2%
增持
BND
VANGUARD BD INDEX FDS
+$72.6M
17,657,405
+2%
增持
SPYG
SPDR SER TR
+$62.2M
13,177,373
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$43.1M
12,194,753
+3%
增持
GOVT
ISHARES TR
+$36.9M
28,799,490
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$29.9M
3,999,359
+23%
增持
VO
VANGUARD INDEX FDS
+$29.6M
1,276,734
+3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$29.0M
4,585,250
+25%
增持
SPEM
SPDR INDEX SHS FDS
+$24.0M
6,297,465
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$23.6M
2,877,689
+21%
增持
QLTY
2023 ETF SERIES TRUST II
+$18.9M
7,702,964
+3%
减持
PSFF
PACER FDS TR
-$17.1M
772,153
-45%
增持
MBB
ISHARES TR
+$15.8M
3,069,901
+2%
增持
USIG
ISHARES TR
+$13.8M
4,659,143
+2%
增持
PMAY
INNOVATOR ETFS TRUST
+$13.0M
650,027
+126%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$12.2M
2,396,779
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$9.6M
351,151
-32%
增持
VBR
VANGUARD INDEX FDS
+$9.1M
710,066
+2%
减持
AAPL
APPLE INC
+$8.8M
1,152,026
-0%
增持
ABBV
ABBVIE INC
+$8.8M
86,551
+79%
增持
SPY
SPDR S&P 500 ETF TR
+$8.7M
176,714
+5%
减持
ITOT
ISHARES TR
+$8.5M
1,670,407
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.7M
1,147,093
+8%
减持
MOAT
VANECK ETF TRUST
-$7.0M
93,361
-49%
增持
NVDA
NVIDIA CORPORATION
+$6.9M
545,814
+8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.2M
624,174
+20%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.0M
782,391
+22%
增持
ABT
ABBOTT LABS
+$5.7M
262,583
+10%
增持
HD
HOME DEPOT INC
+$5.5M
126,902
+0%
增持
KJUL
INNOVATOR ETFS TRUST
+$5.4M
192,041
+2168%
增持
SPTM
SPDR SER TR
+$5.3M
971,070
+4%
增持
IJR
ISHARES TR
+$5.3M
844,645
+3%
增持
META
META PLATFORMS INC
+$4.9M
39,892
+6%
减持
AVGO
BROADCOM INC
+$4.8M
315,567
-0%
减持
IXUS
ISHARES TR
+$4.6M
1,310,513
-1%
增持
T
AT&T INC
+$4.6M
1,412,804
+2%
增持
ORCL
ORACLE CORP
+$4.2M
88,560
+13%
减持
IVV
ISHARES TR
-$4.2M
92,315
-11%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.0M
670,264
+0%
增持
AGG
ISHARES TR
+$4.0M
333,226
+10%
增持
IJAN
INNOVATOR ETFS TRUST
+$3.9M
118,025
+114487%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$3.8M
3,588,261
+4%
增持
AMLP
ALPS ETF TR
+$3.8M
107,637
+312%
增持
HDEF
DBX ETF TR
+$3.7M
1,665,304
+2%
增持
SBUX
STARBUCKS CORP
+$3.6M
178,973
+2%
减持
CORP
PIMCO ETF TR
-$3.4M
41,840
-47%
增持
JNJ
JOHNSON & JOHNSON
+$3.3M
296,904
+2%
减持
SPIB
SPDR SER TR
-$3.3M
646,333
-15%
减持
TIP
ISHARES TR
-$3.2M
36,421
-46%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
297,611
+1%
减持
GE
GE AEROSPACE
-$3.0M
21,909
-51%
增持
TXN
TEXAS INSTRS INC
+$3.0M
130,217
+9%
增持
SMB
VANECK ETF TRUST
+$3.0M
1,257,510
+15%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.0M
104,545
-0%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
169,085
+1%
减持
NEE
NEXTERA ENERGY INC
+$2.9M
288,686
-3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.8M
1,297,097
+2%
增持
CSCO
CISCO SYS INC
+$2.8M
465,314
+0%
增持
IUSV
ISHARES TR
+$2.8M
567,592
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
105,132
+0%
减持
AXP
AMERICAN EXPRESS CO
+$2.8M
121,108
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$2.7M
562,737
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.7M
559,447
+2%
增持
NAPR
INNOVATOR ETFS TRUST
+$2.7M
95,705
+129%
增持
O
REALTY INCOME CORP
+$2.6M
171,689
+20%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$2.6M
90,126
-56%
减持
QQQ
INVESCO QQQ TR
-$2.6M
134,847
-6%
减持
SEIX
VIRTUS ETF TR II
-$2.5M
98,940
-51%
减持
INTC
INTEL CORP
-$2.5M
232,395
-4%
清仓
—
SUPER MICRO COMPUTER INC
-$2.5M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
271,168
+10%
减持
EMN
EASTMAN CHEM CO
+$2.4M
177,505
-1%
增持
QCOM
QUALCOMM INC
+$2.4M
58,565
+45%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
70,474
+3%
减持
EOI
EATON VANCE ENHANCED EQUITY
-$2.4M
128,650
-51%
增持
MCD
MCDONALDS CORP
+$2.4M
35,395
+8%
增持
FDVV
FIDELITY COVINGTON TRUST
+$2.3M
468,637
+5%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.3M
447,028
-12%
增持
DAL
DELTA AIR LINES INC DEL
+$2.3M
100,395
+61%
增持
—
EXXON MOBIL CORP
+$2.2M
207,352
+9%
减持
GOOG
ALPHABET INC
-$2.2M
82,488
-7%
减持
KO
COCA COLA CO
+$2.1M
458,517
-3%
减持
LLY
ELI LILLY & CO
-$2.1M
10,650
-21%
增持
PM
PHILIP MORRIS INTL INC
+$2.1M
60,234
+23%
增持
SNOW
SNOWFLAKE INC
+$2.1M
18,674
+2650%
减持
IJH
ISHARES TR
-$2.0M
565,224
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
376,939
-13%
增持
—
LINDE PLC
+$2.0M
7,008
+126%
增持
UITB
VICTORY PORTFOLIOS II
+$1.9M
448,445
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.9M
448,914
+8%
减持
GLD
SPDR GOLD TR
+$1.9M
101,883
-1%
减持
GOOGL
ALPHABET INC
-$1.9M
157,465
-0%
减持
MDLZ
MONDELEZ INTL INC
+$1.8M
276,179
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
69,852
-26%
增持
THC
TENET HEALTHCARE CORP
+$1.7M
14,527
+187%
减持
—
AMERICAN CENTY ETF TR
-$1.7M
31,839
-60%
减持
SGOV
ISHARES TR
-$1.6M
211,456
-7%
减持
FTEC
FIDELITY COVINGTON TRUST
-$1.6M
18,628
-35%
减持
IUSB
ISHARES TR
+$1.6M
2,573,059
-2%
减持
SYK
STRYKER CORPORATION
+$1.6M
84,067
-0%
增持
WPC
WP CAREY INC
+$1.6M
135,827
+17%
减持
VGT
VANGUARD WORLD FD
-$1.6M
11,594
-21%
减持
WMT
WALMART INC
+$1.6M
180,684
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
42,082
-0%
减持
ICSH
ISHARES TR
-$1.5M
110,016
-22%
减持
IUSG
ISHARES TR
+$1.5M
374,855
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$1.5M
13,911
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.5M
349,756
+7%
减持
XEL
XCEL ENERGY INC
+$1.4M
288,856
-7%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.4M
57,218
-26%
减持
TSLA
TESLA INC
+$1.4M
63,543
-0%
减持
DIS
DISNEY WALT CO
-$1.4M
209,005
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
36,268
+21%
减持
VXF
VANGUARD INDEX FDS
-$1.4M
17,493
-33%
减持
IQLT
ISHARES TR
-$1.4M
37,096
-50%
增持
MUB
ISHARES TR
+$1.3M
253,946
+4%
增持
MMM
3M CO
+$1.3M
26,586
+18%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.3M
134,410
+27%
减持
IRM
IRON MTN INC DEL
+$1.3M
63,141
-0%
建仓
EJAN
INNOVATOR ETFS TRUST
+$1.3M
40,358
减持
AMAT
APPLIED MATLS INC
-$1.3M
20,297
-20%
增持
CVX
CHEVRON CORP NEW
-$1.2M
259,440
+5%
增持
XLRE
SELECT SECTOR SPDR TR
+$1.2M
285,433
+0%
减持
F
FORD MTR CO
-$1.2M
151,841
-25%
增持
FALN
ISHARES TR
+$1.2M
1,128,492
+1%
减持
IVW
ISHARES TR
+$1.2M
556,142
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
6,623
+22%
减持
RZG
INVESCO EXCHANGE TRADED FD T
-$1.2M
37,201
-40%
增持
EAGG
ISHARES TR
+$1.2M
373,407
+3%
减持
HON
HONEYWELL INTL INC
-$1.1M
132,244
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.1M
31,521
-21%
减持
COST
COSTCO WHSL CORP NEW
+$1.1M
31,909
-2%
减持
IWF
ISHARES TR
+$1.1M
132,055
-1%
增持
DMXF
ISHARES TR
+$1.1M
182,605
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
154,480
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
126,882
-1%
减持
NFLX
NETFLIX INC
+$1.0M
15,806
-2%
增持
UNP
UNION PAC CORP
+$1.0M
50,757
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$992.6K
159,836
+16%
减持
CAT
CATERPILLAR INC
+$983.1K
24,698
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$982.5K
271,337
-2%
增持
USXF
ISHARES TR
+$977.9K
298,169
+2%
增持
ANGL
VANECK ETF TRUST
+$973.4K
329,465
+8%
减持
EFAV
ISHARES TR
-$972.6K
31,136
-34%
增持
SPMD
SPDR SER TR
+$952.2K
217,506
+5%
减持
IDEV
ISHARES TR
-$942.8K
83,320
-19%
