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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 123
减持 16
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD BD INDEX FDS
+$96.1M
13,649,853
+12%
增持
GOVT
ISHARES TR
+$71.8M
33,236,595
+15%
增持
BND
VANGUARD BD INDEX FDS
+$65.1M
19,321,863
+9%
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
VO
VANGUARD INDEX FDS
+$41.8M
1,368,594
+7%
增持
VOO
VANGUARD INDEX FDS
+$40.3M
95,056
+295%
减持
VTI
VANGUARD INDEX FDS
+$40.2M
8,055,158
-4%
增持
IJR
ISHARES TR
+$39.7M
1,164,863
+38%
增持
PSEP
INNOVATOR ETFS TRUST
+$36.2M
914,879
+17984%
减持
SPYG
SPDR SER TR
+$32.9M
12,247,814
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$31.9M
338,900
+25%
增持
GOOG
ALPHABET INC
+$31.7M
227,617
+176%
增持
IGM
ISHARES TR
+$27.0M
252,651
+81664%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$26.4M
131,401
+10887%
增持
NVDA
NVIDIA CORPORATION
+$23.7M
612,181
+12%
增持
PSFF
PACER FDS TR
+$23.1M
1,523,701
+97%
增持
MSFT
MICROSOFT CORP
+$22.8M
344,743
+13%
减持
PMAY
INNOVATOR ETFS TRUST
-$22.2M
19,376
-97%
增持
AVGO
BROADCOM INC
+$22.2M
318,098
+1%
增持
AMZN
AMAZON COM INC
+$21.8M
329,000
+10%
增持
MBB
ISHARES TR
+$21.5M
3,439,456
+12%
增持
COST
COSTCO WHSL CORP NEW
+$21.5M
52,703
+65%
增持
USIG
ISHARES TR
+$20.9M
5,279,013
+13%
增持
ORCL
ORACLE CORP
+$20.6M
193,840
+119%
增持
IVV
ISHARES TR
+$19.6M
119,571
+30%
增持
V
VISA INC
+$19.5M
114,587
+79%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.1M
146,491
+39%
减持
AVUV
AMERICAN CENTY ETF TR
-$18.9M
139,802
-59%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$18.3M
166,149
+10220%
增持
TSPA
T ROWE PRICE ETF INC
+$18.1M
3,125,816
+11%
增持
ITOT
ISHARES TR
+$18.1M
1,708,089
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$18.0M
887,772
+1937%
增持
HD
HOME DEPOT INC
+$17.9M
168,965
+33%
增持
QLTY
2023 ETF SERIES TRUST II
+$17.0M
8,100,995
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$15.3M
284,393
+1180%
减持
SPIB
SPDR SER TR
-$15.2M
200,551
-69%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$15.1M
2,509,198
-30%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$15.0M
286,798
+926%
增持
CVX
CHEVRON CORP NEW
+$15.0M
339,868
+31%
增持
CAT
CATERPILLAR INC
+$14.5M
60,832
+146%
增持
—
CHUBB LIMITED
+$14.5M
64,684
+552%
增持
DFAC
DIMENSIONAL ETF TRUST
+$14.1M
4,208,979
+5%
增持
TSLA
TESLA INC
+$13.3M
72,196
+14%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.1M
741,670
+65%
增持
DFIV
DIMENSIONAL ETF TRUST
+$12.4M
504,515
+216%
增持
WCN
WASTE CONNECTIONS INC
+$12.2M
73,438
+1413%
增持
DFAT
DIMENSIONAL ETF TRUST
+$12.1M
812,839
+30%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$11.8M
17
增持
RTX
RTX CORPORATION
+$11.7M
135,537
+219%
增持
VUG
VANGUARD INDEX FDS
+$11.6M
180,289
+7%
增持
FLRN
SPDR SER TR
+$11.6M
376,896
+126801%
增持
SCHD
SCHWAB STRATEGIC TR
+$11.4M
2,100,813
+276%
增持
AAPL
APPLE INC
+$11.1M
1,248,954
+8%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$11.1M
278,803
+71942%
增持
CARR
CARRIER GLOBAL CORPORATION
+$11.0M
167,653
+1658%
增持
VBR
VANGUARD INDEX FDS
+$10.7M
743,017
+5%
增持
TDVG
T ROWE PRICE ETF INC
+$10.6M
260,677
+18206%
增持
SUB
ISHARES TR
+$10.4M
592,438
+21%
建仓
BSVO
EA SERIES TRUST
+$10.3M
464,665
增持
MUB
ISHARES TR
+$10.2M
355,638
+40%
增持
GOOGL
ALPHABET INC
+$10.2M
183,146
+16%
增持
COWZ
PACER FDS TR
+$10.0M
178,596
+2578%
增持
DFAU
DIMENSIONAL ETF TRUST
+$10.0M
2,955,799
+3%
增持
SO
SOUTHERN CO
+$9.6M
152,335
+364%
增持
SPEM
SPDR INDEX SHS FDS
-$9.6M
6,486,557
+3%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$9.6M
2,205,003
-8%
增持
KJUL
INNOVATOR ETFS TRUST
+$9.2M
492,685
+157%
建仓
TCAF
T ROWE PRICE ETF INC
+$9.1M
264,120
增持
NVS
NOVARTIS AG
+$9.0M
95,768
+2354%
增持
—
EXXON MOBIL CORP
+$8.4M
298,291
+44%
增持
—
UNILEVER PLC
+$8.3M
161,211
+1352%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.1M
412,337
+84%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$7.9M
386,033
+9215%
增持
META
META PLATFORMS INC
+$7.9M
49,266
+23%
增持
DUK
DUKE ENERGY CORP NEW
+$7.8M
92,881
+369%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.8M
74,089
+135%
增持
FAF
FIRST AMERN FINL CORP
+$7.5M
125,180
+2868%
增持
AXP
AMERICAN EXPRESS CO
+$7.4M
124,938
+3%
建仓
NSEP
INNOVATOR ETFS TRUST
+$7.4M
282,516
增持
SPYV
SPDR SER TR
-$7.3M
20,370,433
+0%
增持
CSCO
CISCO SYS INC
+$7.3M
520,193
+12%
增持
ABBV
ABBVIE INC
+$7.3M
144,019
+66%
增持
DFEM
DIMENSIONAL ETF TRUST
+$7.0M
275,724
+2825%
增持
VTIP
VANGUARD MALVERN FDS
+$7.0M
185,302
+343%
增持
SPTM
SPDR SER TR
+$6.9M
1,013,547
+4%
增持
IJAN
INNOVATOR ETFS TRUST
+$6.9M
348,791
+196%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$6.9M
136,829
增持
ZTS
ZOETIS INC
+$6.8M
43,710
+1678%
增持
AMLP
ALPS ETF TR
+$6.7M
226,537
+110%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.7M
18,783
+184%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$6.6M
81,634
+1369%
增持
IDEV
ISHARES TR
+$6.5M
186,584
+124%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.5M
263,224
+113%
增持
SMB
VANECK ETF TRUST
+$6.3M
1,633,544
+30%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.2M
325,052
+126%
增持
WTRG
ESSENTIAL UTILS INC
+$6.2M
187,180
+6306%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
742,216
+33%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.1M
92,180
+45534%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$5.8M
85,754
+674%
增持
DFIS
DIMENSIONAL ETF TRUST
+$5.6M
236,505
+2323%
增持
WMT
WALMART INC
+$5.6M
216,494
+20%
建仓
BCSF
BAIN CAP SPECIALTY FIN INC
+$5.5M
307,370
增持
VTV
VANGUARD INDEX FDS
+$5.4M
326,086
+10%
增持
BIV
VANGUARD BD INDEX FDS
+$5.4M
183,748
+73%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.3M
281,091
+923%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.2M
269,716
减持
IVW
ISHARES TR
+$5.2M
550,844
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$5.2M
175,786
-1%
增持
CCI
CROWN CASTLE INC
+$4.9M
60,408
+1522%
增持
DIS
DISNEY WALT CO
+$4.8M
229,166
+10%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$4.8M
128,226
-55%
增持
TLT
ISHARES TR
+$4.8M
61,571
+893%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.7M
34,642
+380%
减持
NAPR
INNOVATOR ETFS TRUST
-$4.6M
2,005
-98%
增持
IJS
ISHARES TR
+$4.5M
65,444
+152%
增持
NFLX
NETFLIX INC
+$4.4M
16,333
+3%
增持
WFC
WELLS FARGO CO NEW
+$4.3M
170,123
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.3M
61,008
+45%
减持
KJAN
INNOVATOR ETFS TRUST
-$4.2M
5,797
-95%
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.2M
94,695
+134%
清仓
—
ISHARES TR
-$4.2M
0
-100%
增持
HCRB
HARTFORD FDS EXCHANGE TRADED
+$4.2M
209,310
+145%
减持
IWF
ISHARES TR
+$4.1M
129,222
-2%
增持
MDLZ
MONDELEZ INTL INC
-$4.1M
288,259
+4%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.1M
81,326
+251%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$4.0M
33,107
+275792%
增持
SPDW
SPDR INDEX SHS FDS
-$3.8M
31,712,123
+6%
建仓
IVOV
VANGUARD ADMIRAL FDS INC
+$3.8M
38,351
建仓
LRCX
LAM RESEARCH CORP
+$3.7M
44,778
增持
VTEB
VANGUARD MUN BD FDS
+$3.7M
649,434
+15%
减持
EMN
EASTMAN CHEM CO
-$3.7M
175,317
-1%
增持
—
EATON CORP PLC
+$3.7M
62,093
+6%
增持
IAU
ISHARES GOLD TR
+$3.7M
266,862
+30%
增持
XLI
SELECT SECTOR SPDR TR
+$3.6M
39,300
+184%
增持
O
REALTY INCOME CORP
+$3.6M
268,512
+56%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.5M
677,461
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.5M
216,054
+102%
增持
DFAX
DIMENSIONAL ETF TRUST
-$3.5M
4,744,466
+3%
增持
IXUS
ISHARES TR
-$3.4M
1,353,230
+3%
增持
HON
HONEYWELL INTL INC
+$3.4M
137,939
+4%
增持
MTB
M & T BK CORP
+$3.4M
18,665
+1381%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.4M
384,518
-15%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
73,038
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.2M
30,460
+48%
增持
MAA
MID-AMER APT CMNTYS INC
+$3.2M
22,288
+4612%
增持
AGG
ISHARES TR
+$3.2M
380,625
+14%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$3.2M
163,123
增持
VFH
VANGUARD WORLD FD
+$3.1M
26,805
+1638%
减持
IAPR
INNOVATOR ETFS TRUST
-$3.1M
10,182
-92%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.1M
328,836
+37%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$3.1M
19,027
+581%
