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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 134
减持 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$333.4M
8,339,758
+2%
增持
SPYG
SPDR SERIES TRUST
+$180.3M
11,348,851
+1%
增持
NVDA
NVIDIA CORPORATION
+$140.7M
1,383,007
+89%
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
AAPL
APPLE INC
+$111.5M
1,875,416
+43%
增持
SPDW
SPDR INDEX SHS FDS
+$108.9M
31,953,401
+1%
增持
SPYV
SPDR SERIES TRUST
+$79.5M
16,630,130
+3%
增持
MSFT
MICROSOFT CORP
+$74.5M
428,976
+20%
增持
DFAC
DIMENSIONAL ETF TRUST
+$52.3M
5,538,651
+21%
增持
DFAX
DIMENSIONAL ETF TRUST
+$46.3M
6,280,884
+21%
增持
VO
VANGUARD INDEX FDS
+$45.2M
1,430,611
+2%
增持
AVGO
BROADCOM INC
+$41.8M
370,837
+16%
增持
DFAU
DIMENSIONAL ETF TRUST
+$41.3M
3,813,798
+19%
增持
ORCL
ORACLE CORP
+$40.4M
317,324
+51%
增持
BND
VANGUARD BD INDEX FDS
+$39.2M
19,864,987
+2%
增持
AMZN
AMAZON COM INC
+$37.6M
483,923
+32%
增持
QLTY
2023 ETF SERIES TRUST II
+$36.2M
8,130,788
+2%
增持
WFC
WELLS FARGO CO NEW
+$33.3M
577,920
+209%
增持
META
META PLATFORMS INC
+$30.2M
75,742
+57%
增持
QQQ
INVESCO QQQ TR
+$29.5M
153,434
+30%
增持
SPEM
SPDR INDEX SHS FDS
+$28.1M
6,689,099
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$28.0M
18,685,793
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$27.7M
152,471
+103%
增持
SPY
SPDR S&P 500 ETF TR
+$26.7M
204,765
+12%
减持
ITOT
ISHARES TR
+$26.3M
2,067,050
-2%
增持
LLY
ELI LILLY & CO
+$24.5M
57,329
+145%
增持
JPM
JPMORGAN CHASE & CO.
+$23.5M
364,388
+9%
增持
AXP
AMERICAN EXPRESS CO
+$23.0M
175,881
+42%
建仓
KMAY
INNOVATOR ETFS TRUST
+$22.9M
871,355
增持
RWL
INVESCO EXCH TRADED FD TR II
+$21.3M
2,251,612
+2%
增持
VFLO
VICTORY PORTFOLIOS II
+$21.0M
6,704,169
+2%
增持
VBR
VANGUARD INDEX FDS
+$21.0M
794,775
+7%
建仓
—
LISTED FDS TR
+$20.2M
1,003,752
减持
KAPR
INNOVATOR ETFS TRUST
-$20.1M
2,553
-100%
增持
VUG
VANGUARD INDEX FDS
+$18.7M
183,654
+10%
增持
NFLX
NETFLIX INC
+$17.6M
30,242
+45%
增持
TSPA
T ROWE PRICE ETF INC
+$17.3M
3,269,796
+2%
增持
CSCO
CISCO SYS INC
+$17.0M
672,729
+28%
增持
IMAR
INNOVATOR ETFS TRUST
+$16.7M
594,742
+19891%
增持
GOOGL
ALPHABET INC
+$16.4M
264,766
+39%
增持
TSLA
TESLA INC
+$16.2M
113,849
+48%
增持
KLAC
KLA CORP
+$15.4M
27,920
+99%
增持
VTV
VANGUARD INDEX FDS
+$15.2M
367,855
+22%
减持
IJAN
INNOVATOR ETFS TRUST
-$14.6M
23,383
-95%
增持
TXN
TEXAS INSTRS INC
+$14.6M
168,878
+34%
增持
IJR
ISHARES TR
+$13.7M
1,190,598
+2%
增持
GOOG
ALPHABET INC
+$13.4M
282,506
+24%
增持
ABBV
ABBVIE INC
+$12.8M
213,710
+43%
增持
PM
PHILIP MORRIS INTL INC
+$12.2M
163,305
+59%
增持
DIS
DISNEY WALT CO
+$12.1M
278,891
+12%
增持
IRM
IRON MTN INC DEL
+$12.1M
172,403
+164%
增持
CAT
CATERPILLAR INC
+$11.9M
79,859
+28%
增持
HD
HOME DEPOT INC
+$11.8M
201,003
+17%
增持
VOO
VANGUARD INDEX FDS
+$11.7M
106,138
+10%
增持
QCOM
QUALCOMM INC
+$11.4M
107,250
+178%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$11.4M
1,932,166
+4%
增持
V
VISA INC
+$11.0M
140,672
+21%
增持
BIL
SPDR SERIES TRUST
+$10.8M
349,402
+50%
增持
T
AT&T INC
+$10.4M
1,766,096
+19%
增持
DELL
DELL TECHNOLOGIES INC
+$10.4M
91,137
+1032%
增持
SPTM
SPDR SERIES TRUST
+$10.2M
921,565
+4%
减持
IUSG
ISHARES TR
+$10.0M
461,503
-1%
增持
PG
PROCTER AND GAMBLE CO
+$10.0M
372,932
+20%
增持
DFAT
DIMENSIONAL ETF TRUST
+$10.0M
926,004
+14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$9.9M
100,672
+186%
增持
PH
PARKER-HANNIFIN CORP
+$9.7M
14,355
+2693%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$9.6M
40,033
+99%
增持
PLD
PROLOGIS INC.
+$9.5M
229,697
+62%
增持
IVV
ISHARES TR
+$9.4M
120,345
+1%
增持
USIG
ISHARES TR
+$9.4M
5,458,619
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$9.4M
1,030,342
+22%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.4M
714,531
+3%
增持
WMT
WALMART INC
+$9.3M
341,161
+36%
增持
ALL
ALLSTATE CORP
+$9.3M
60,959
+296%
增持
HON
HONEYWELL INTL INC
+$9.2M
158,713
+15%
增持
CMI
CUMMINS INC
+$9.1M
32,900
+482%
增持
DUK
DUKE ENERGY CORP NEW
+$8.9M
180,987
+76%
增持
TFC
TRUIST FINL CORP
+$8.8M
238,765
+513%
增持
GOVT
ISHARES TR
+$8.8M
21,800,266
+1%
减持
IVW
ISHARES TR
+$8.7M
536,675
-1%
增持
HUBB
HUBBELL INC
+$8.5M
21,228
+3781%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$8.4M
168,443
-46%
增持
CME
CME GROUP INC
+$8.4M
55,844
+110%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$8.2M
31
+72%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
+$8.2M
49,247
+3351%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$8.2M
86,783
+31573%
减持
IXUS
ISHARES TR
+$8.1M
1,526,847
-1%
增持
OKE
ONEOK INC NEW
+$8.1M
123,049
+448%
增持
ACT
ENACT HLDGS INC
+$8.0M
215,329
+203041%
增持
GD
GENERAL DYNAMICS CORP
+$7.9M
52,046
+94%
减持
IWF
ISHARES TR
+$7.9M
125,825
-1%
增持
BKR
BAKER HUGHES COMPANY
+$7.7M
206,180
+4344%
增持
INGR
INGREDION INC
+$7.7M
58,434
+3856%
增持
MBB
ISHARES TR
+$7.7M
3,101,316
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.6M
476,779
+27%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$7.6M
32,497
+2192%
增持
R
RYDER SYS INC
+$7.5M
47,367
+135234%
增持
—
EXXON MOBIL CORP
+$7.4M
389,961
+22%
增持
CI
THE CIGNA GROUP
+$7.4M
28,721
+353%
增持
CRM
SALESFORCE INC
+$7.4M
52,645
+99%
增持
XBAP
INNOVATOR ETFS TRUST
+$7.3M
1,548,569
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.2M
68,987
+152%
建仓
—
LISTED FDS TR
+$6.8M
694,547
增持
CVX
CHEVRON CORP NEW
+$6.8M
385,131
+11%
增持
GL
GLOBE LIFE INC
+$6.8M
55,021
+9536%
增持
NOW
SERVICENOW INC
+$6.6M
7,598
+480%
增持
COST
COSTCO WHSL CORP NEW
+$6.1M
58,748
+10%
增持
BAC
BANK AMERICA CORP
+$5.9M
370,201
+27%
增持
JNJ
JOHNSON & JOHNSON
+$5.9M
372,679
+13%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$5.7M
46,468
+4761%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.6M
779,527
+7%
增持
—
EATON CORP PLC
+$5.6M
68,054
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
78,328
+13%
减持
IGM
ISHARES TR
+$5.2M
245,426
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.1M
26,628
+45%
增持
VXF
VANGUARD INDEX FDS
+$5.1M
38,781
+179%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
156,340
+9%
增持
PSFF
PACER FDS TR
+$4.9M
1,667,933
+3%
增持
MO
ALTRIA GROUP INC
+$4.9M
197,244
+73%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$4.7M
127,638
-1%
增持
MUB
ISHARES TR
+$4.7M
379,414
+13%
增持
MA
MASTERCARD INCORPORATED
+$4.6M
42,427
+18%
增持
TCBK
TRICO BANCSHARES
+$4.5M
119,393
+1340%
增持
VNQ
VANGUARD INDEX FDS
+$4.5M
77,106
+179%
减持
BSVO
EA SERIES TRUST
-$4.4M
279,412
-49%
减持
DFSD
DIMENSIONAL ETF TRUST
-$4.4M
189,225
-33%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.3M
189,045
+27%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.3M
90,883
+18%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.3M
1,465,459
+1%
增持
AXON
AXON ENTERPRISE INC
+$4.1M
5,734
+455%
增持
VXUS
VANGUARD STAR FDS
+$4.0M
358,193
+9%
增持
BA
BOEING CO
+$3.9M
39,002
+62%
增持
ANET
ARISTA NETWORKS INC
+$3.9M
45,906
+322%
增持
SYK
STRYKER CORPORATION
+$3.8M
86,685
+3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.7M
547,991
+5%
增持
RTX
RTX CORPORATION
+$3.7M
137,283
+2%
增持
KO
COCA COLA CO
+$3.6M
595,330
+12%
增持
SHY
ISHARES TR
+$3.6M
53,063
+448%
增持
AME
AMETEK INC
+$3.5M
20,070
+3828%
增持
APH
AMPHENOL CORP NEW
+$3.5M
42,716
+367%
增持
LRCX
LAM RESEARCH CORP
+$3.4M
88,251
+21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.2M
1,143,928
+1%
增持
MDLZ
MONDELEZ INTL INC
+$3.2M
346,224
+12%
增持
AGG
ISHARES TR
+$3.2M
447,869
+7%
增持
MRVL
MARVELL TECHNOLOGY INC
+$3.1M
43,579
+822%
增持
AMLP
ALPS ETF TR
+$3.1M
289,212
+30%
增持
HOOD
ROBINHOOD MKTS INC
+$3.1M
33,464
+2289%
增持
CARR
CARRIER GLOBAL CORPORATION
+$3.1M
178,914
+8%
减持
IJH
ISHARES TR
+$3.0M
600,038
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
23,626
+39%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$3.0M
401,259
+11%
