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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 105
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$242.8M
8,463,529
+1%
增持
SPYV
SPDR SERIES TRUST
+$198.2M
19,313,081
+16%
增持
SPEM
SPDR INDEX SHS FDS
+$147.6M
9,261,432
+38%
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
+$120.7M
1,985,211
+6%
增持
SPYG
SPDR SERIES TRUST
+$109.1M
11,394,840
+0%
减持
VFLO
VICTORY PORTFOLIOS II
-$105.3M
3,512,017
-48%
增持
DUHP
DIMENSIONAL ETF TRUST
+$75.2M
2,961,456
+187%
增持
BND
VANGUARD BD INDEX FDS
+$71.7M
20,631,003
+4%
增持
NVDA
NVIDIA CORPORATION
+$61.9M
1,502,632
+9%
增持
PJUL
INNOVATOR ETFS TRUST
+$59.3M
1,308,146
+16594%
减持
XBAP
INNOVATOR ETFS TRUST
-$51.5M
142,902
-91%
增持
BSV
VANGUARD BD INDEX FDS
+$41.4M
19,160,220
+3%
增持
VO
VANGUARD INDEX FDS
+$32.1M
1,472,148
+3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$30.9M
6,861,971
+9%
增持
DFAC
DIMENSIONAL ETF TRUST
+$26.1M
5,823,133
+5%
增持
GOOG
ALPHABET INC
+$25.5M
310,334
+10%
建仓
KFEB
INNOVATOR ETFS TRUST
+$24.2M
904,503
增持
SPY
SPDR S&P 500 ETF TR
+$23.1M
224,631
+10%
减持
SPDW
SPDR INDEX SHS FDS
-$22.9M
29,699,973
-7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$21.0M
3,989,254
+5%
增持
ORCL
ORACLE CORP
+$20.8M
320,789
+1%
增持
QLTY
2023 ETF SERIES TRUST II
+$20.6M
8,266,142
+2%
减持
KMAY
INNOVATOR ETFS TRUST
-$20.6M
83,579
-90%
清仓
—
LISTED FDS TR
-$20.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$18.8M
269,379
+2%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$18.0M
2,284,609
+1%
增持
GOVT
ISHARES TR
+$17.9M
22,441,627
+3%
建仓
IAUG
INNOVATOR ETFS TRUST
+$17.6M
631,902
增持
ABBV
ABBVIE INC
+$16.8M
243,834
+14%
减持
ITOT
ISHARES TR
+$16.4M
2,029,185
-2%
减持
AVGO
BROADCOM INC
+$16.4M
359,576
-3%
增持
IJR
ISHARES TR
+$15.8M
1,227,931
+3%
减持
IMAR
INNOVATOR ETFS TRUST
-$15.1M
57,091
-90%
增持
MSFT
MICROSOFT CORP
+$14.5M
439,993
+3%
增持
VBR
VANGUARD INDEX FDS
+$13.9M
809,011
+2%
增持
JNJ
JOHNSON & JOHNSON
+$13.8M
381,319
+2%
增持
MBB
ISHARES TR
+$12.7M
3,193,216
+3%
增持
TSPA
T ROWE PRICE ETF INC
+$12.4M
3,329,644
+2%
增持
USIG
ISHARES TR
+$12.2M
5,610,266
+3%
减持
TSLA
TESLA INC
+$12.0M
108,223
-5%
建仓
NSEP
INNOVATOR ETFS TRUST
+$11.9M
414,981
增持
VUG
VANGUARD INDEX FDS
+$11.1M
190,981
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.7M
1,557,666
+18%
增持
JPM
JPMORGAN CHASE & CO.
+$10.5M
368,326
+1%
减持
NAPR
INNOVATOR ETFS TRUST
-$10.4M
22,982
-90%
增持
SPTM
SPDR SERIES TRUST
+$9.5M
973,158
+6%
增持
HD
HOME DEPOT INC
+$9.3M
204,834
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$9.3M
1,988,980
+3%
增持
GE
GE AEROSPACE
+$8.3M
71,433
+39%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$8.1M
2,009
-98%
增持
ECL
ECOLAB INC
+$8.0M
33,528
+641%
增持
QQQ
INVESCO QQQ TR
+$7.9M
154,214
+1%
增持
META
META PLATFORMS INC
+$7.8M
86,688
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.5M
729,231
+2%
增持
IVV
ISHARES TR
+$7.4M
122,758
+2%
增持
VTV
VANGUARD INDEX FDS
+$7.1M
386,711
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.0M
979,067
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.8M
112,596
+12%
清仓
—
LISTED FDS TR
-$6.8M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$6.7M
398,403
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.5M
165,959
+5%
减持
FLRN
SPDR SERIES TRUST
-$6.5M
34,532
-86%
减持
CAT
CATERPILLAR INC
+$6.3M
78,181
-2%
减持
T
AT&T INC
-$6.2M
1,592,002
-10%
增持
EJUL
INNOVATOR ETFS TRUST
+$6.0M
206,265
+138333%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$5.9M
139,014
+23%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
107,651
+1%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$5.4M
97,212
减持
PM
PHILIP MORRIS INTL INC
-$5.4M
150,323
-8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.3M
37
+19%
减持
GLD
SPDR GOLD TR
+$5.3M
113,979
-1%
减持
IWF
ISHARES TR
+$5.2M
125,226
-0%
减持
EJAN
INNOVATOR ETFS TRUST
-$5.2M
17,166
-90%
增持
RTX
RTX CORPORATION
+$5.2M
150,739
+10%
减持
NOW
SERVICENOW INC
-$5.1M
2,979
-61%
减持
IVW
ISHARES TR
+$5.0M
530,547
-1%
增持
WFC
WELLS FARGO CO NEW
+$4.6M
607,384
+5%
增持
AGG
ISHARES TR
+$4.5M
487,575
+9%
增持
AMZN
AMAZON COM INC
+$4.4M
503,726
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.4M
87,543
+27%
减持
PG
PROCTER AND GAMBLE CO
-$4.3M
358,613
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$4.3M
30,454
+29%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.2M
2,271,849
+4%
减持
KLAC
KLA CORP
+$4.2M
27,053
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
94,077
+4%
增持
PSFF
PACER FDS TR
+$4.1M
1,739,542
+4%
减持
IUSG
ISHARES TR
+$4.1M
446,824
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.0M
637,224
+14%
增持
NFLX
NETFLIX INC
-$3.8M
30,595
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.7M
578,911
+6%
减持
HON
HONEYWELL INTL INC
-$3.7M
157,809
-1%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$3.7M
3,050,046
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.6M
146,454
-4%
增持
TXN
TEXAS INSTRS INC
-$3.6M
171,346
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.5M
9,059
+71%
增持
APP
APPLOVIN CORP
+$3.4M
6,049
+132%
减持
CRM
SALESFORCE INC
-$3.3M
46,505
-12%
增持
CMI
CUMMINS INC
+$3.3M
33,363
+1%
增持
MA
MASTERCARD INCORPORATED
+$3.3M
47,698
+12%
清仓
—
LEGG MASON ETF INVT
-$3.3M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$3.3M
381,547
+7%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$3.3M
59,030
增持
GD
GENERAL DYNAMICS CORP
+$3.2M
53,971
+4%
减持
IGM
ISHARES TR
+$3.1M
243,833
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
769,560
-1%
增持
INTC
INTEL CORP
+$3.1M
275,282
+0%
增持
LLY
ELI LILLY & CO
+$3.1M
62,578
+9%
建仓
AVLC
AMERICAN CENTY ETF TR
+$3.0M
39,143
增持
UPS
UNITED PARCEL SERVICE INC
-$3.0M
192,752
+2%
增持
PWR
QUANTA SVCS INC
+$3.0M
11,192
+154%
增持
VTEB
VANGUARD MUN BD FDS
+$2.9M
746,884
+6%
增持
SMB
VANECK ETF TRUST
+$2.8M
2,013,157
+8%
增持
PLD
PROLOGIS INC.
+$2.7M
234,768
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.7M
39,424
+680%
增持
IWM
ISHARES TR
+$2.7M
59,311
+10%
增持
SOFI
SOFI TECHNOLOGIES INC
+$2.7M
117,925
+391%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.7M
36,064
+10%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.7M
26,399
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
160,574
+3%
减持
SYK
STRYKER CORPORATION
-$2.6M
85,693
-1%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
411,766
+0%
减持
XEL
XCEL ENERGY INC
+$2.6M
228,170
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$2.6M
79,476
+1%
增持
SUSL
ISHARES TR
+$2.5M
196,901
+4%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.5M
177,818
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.5M
299,488
+25%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.5M
26,720
+1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$2.5M
7,631
+1308%
增持
DOCS
DOXIMITY INC
+$2.5M
40,952
+370%
增持
HALO
HALOZYME THERAPEUTICS INC
+$2.4M
39,736
+322%
减持
V
VISA INC
-$2.3M
139,566
-1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3M
235,691
+25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.3M
21,109
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
512,732
+3%
增持
FALN
ISHARES TR
+$2.2M
1,332,768
+4%
增持
HEI
HEICO CORP NEW
+$2.2M
9,071
+324%
减持
LRCX
LAM RESEARCH CORP
+$2.2M
80,703
-9%
增持
MUB
ISHARES TR
+$2.2M
392,810
+4%
增持
BKR
BAKER HUGHES COMPANY
+$2.2M
206,748
+0%
增持
HDEF
DBX ETF TR
+$2.2M
1,893,216
+2%
减持
IUSV
ISHARES TR
+$2.2M
639,528
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.1M
92,306
+562%
减持
TQQQ
PROSHARES TR
-$2.1M
1,170
-96%
增持
DIS
DISNEY WALT CO
-$2.1M
283,652
+2%
增持
NKE
NIKE INC
+$2.1M
67,072
+84%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.1M
52,091
+95%
减持
SGOV
ISHARES TR
-$2.1M
215,501
-9%
增持
SPMD
SPDR SERIES TRUST
+$2.1M
257,632
+11%
增持
MU
MICRON TECHNOLOGY INC
+$2.0M
31,079
+20%
增持
ESGE
ISHARES INC
+$2.0M
113,611
+51%
