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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 103
减持 16
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$324.5M
6,001,353
增持
SPYG
SPDR SERIES TRUST
+$130.6M
12,384,946
+9%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$108.4M
1,261,650
-45%
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。
建仓
—
INVESCO QQQ TR
+$94.5M
156,824
清仓
QQQ
INVESCO QQQ TR
-$92.6M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$71.0M
8,495,987
+0%
增持
IWF
ISHARES TR
+$67.2M
266,004
+112%
减持
PJUL
INNOVATOR ETFS TRUST
-$59.2M
9,180
-99%
增持
IWD
ISHARES TR
+$58.2M
320,484
+605%
增持
SPDW
SPDR INDEX SHS FDS
+$52.1M
29,790,838
+0%
增持
SPYV
SPDR SERIES TRUST
+$50.3M
19,695,295
+2%
增持
BND
VANGUARD BD INDEX FDS
+$41.4M
21,272,987
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$40.9M
1,190,370
+297%
建仓
DDFO
INNOVATOR ETFS TRUST
+$40.2M
1,858,658
建仓
—
RTX CORPORATION
+$39.5M
215,492
增持
GOOGL
ALPHABET INC
+$37.0M
327,311
+22%
增持
BSV
VANGUARD BD INDEX FDS
+$34.7M
19,624,938
+2%
增持
AVGO
BROADCOM INC
+$34.3M
441,839
+23%
建仓
KSEP
INNOVATOR ETFS TRUST
+$27.2M
976,269
增持
GOOG
ALPHABET INC
+$27.1M
327,186
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$27.0M
886,695
+87%
建仓
POCT
INNOVATOR ETFS TRUST
+$26.7M
607,412
清仓
RTX
RTX CORPORATION
-$25.2M
0
-100%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$24.8M
500,450
减持
KFEB
INNOVATOR ETFS TRUST
-$24.2M
1,630
-100%
增持
ORCL
ORACLE CORP
-$23.3M
343,285
+7%
增持
AMZN
AMAZON COM INC
+$20.1M
566,139
+12%
增持
QLTY
GMO ETF TRUST
+$19.5M
8,286,148
+0%
减持
LLY
ELI LILLY & CO
+$19.3M
62,429
-0%
增持
IWP
ISHARES TR
+$18.0M
139,089
+1745%
增持
JNJ
JOHNSON & JOHNSON
+$16.9M
423,224
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$16.9M
412,927
+12%
减持
T
AT&T INC
-$16.2M
1,157,281
-27%
增持
IWS
ISHARES TR
+$15.8M
116,762
+2432%
增持
CAT
CATERPILLAR INC
+$15.6M
92,331
+18%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$15.4M
234,792
建仓
—
TRAVELERS COMPANIES INC
+$14.5M
50,155
增持
AEM
AGNICO EAGLE MINES LTD
+$14.4M
89,417
+1782%
增持
DFCF
DIMENSIONAL ETF TRUST
+$13.4M
1,879,309
+21%
增持
NOCT
INNOVATOR ETFS TRUST
+$13.4M
233,474
+8295%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.1M
2,737,782
+21%
减持
AAPL
APPLE INC
+$13.0M
1,907,187
-4%
增持
MU
MICRON TECHNOLOGY INC
+$12.8M
63,097
+103%
增持
IWO
ISHARES TR
+$12.2M
41,909
+906%
增持
MRK
MERCK & CO INC
+$11.9M
211,931
+71%
减持
NSEP
INNOVATOR ETFS TRUST
-$11.9M
936
-100%
增持
GOVT
ISHARES TR
+$11.5M
23,035,555
+3%
增持
NFLX
NETFLIX INC
-$11.5M
268,298
+777%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.5M
5,963,230
+2%
增持
IWN
ISHARES TR
+$11.4M
127,322
+93%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.4M
971,697
+52%
减持
IRM
IRON MTN INC DEL
-$11.2M
77,827
-55%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$11.1M
233,227
增持
AVLC
AMERICAN CENTY ETF TR
+$10.7M
173,696
+344%
增持
TJX
TJX COS INC NEW
+$10.6M
104,318
+176%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$10.5M
212,416
+4323%
增持
CSCO
CISCO SYS INC
+$10.2M
746,364
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.1M
35,119
+66%
增持
HD
HOME DEPOT INC
-$10.0M
212,008
+4%
增持
NVDA
NVIDIA CORPORATION
+$10.0M
1,557,100
+4%
增持
MBB
ISHARES TR
+$9.6M
3,291,695
+3%
清仓
—
UNILEVER PLC
-$9.5M
0
-100%
建仓
UL
UNILEVER PLC
+$9.3M
142,464
增持
VO
VANGUARD INDEX FDS
+$8.9M
1,520,836
+3%
建仓
CSPF
COHEN & STEERS ETF TRUST
+$8.8M
340,958
增持
AVDE
AMERICAN CENTY ETF TR
+$8.8M
144,708
+267%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.7M
106,673
+22%
建仓
—
ENACT HLDGS INC
+$8.5M
214,418
清仓
ACT
ENACT HLDGS INC
-$8.3M
0
-100%
增持
MS
MORGAN STANLEY
+$8.2M
84,489
+98%
增持
IVV
ISHARES TR
+$8.2M
131,882
+7%
增持
VTV
VANGUARD INDEX FDS
+$8.1M
420,198
+9%
增持
MA
MASTERCARD INCORPORATED
+$8.1M
61,671
+29%
增持
VFLO
VICTORY PORTFOLIOS II
+$8.1M
3,548,818
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.9M
923,216
+20%
清仓
GL
GLOBE LIFE INC
-$7.7M
0
-100%
建仓
—
GLOBE LIFE INC
+$7.5M
53,928
增持
AZO
AUTOZONE INC
+$7.5M
2,729
+581%
增持
QCOM
QUALCOMM INC
+$7.3M
154,003
+35%
增持
SPTM
SPDR SERIES TRUST
+$7.2M
1,038,530
+7%
建仓
—
ISHARES TR
+$7.2M
306,525
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$7.1M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.0M
217,248
+106%
清仓
—
ISHARES TR
-$6.9M
0
-100%
增持
GLD
SPDR GOLD TR
+$6.8M
119,478
+5%
增持
V
VISA INC
+$6.8M
155,180
+11%
增持
LOW
LOWES COS INC
+$6.7M
59,174
+98%
建仓
EOCT
INNOVATOR ETFS TRUST
+$6.7M
212,228
建仓
—
EDWARDS LIFESCIENCES CORP
+$6.7M
78,182
增持
BAC
BANK AMERICA CORP
+$6.6M
467,273
+26%
建仓
—
AMERICAN CENTY ETF TR
+$6.6M
140,735
增持
USIG
ISHARES TR
+$6.6M
5,786,068
+3%
增持
IXUS
ISHARES TR
+$6.5M
1,467,071
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.4M
3,109,379
+5%
增持
AVEM
AMERICAN CENTY ETF TR
+$6.2M
131,680
+153%
增持
DFGP
DIMENSIONAL ETF TRUST
+$6.0M
210,748
+117%
建仓
SLDE
SLIDE INS HLDGS INC
+$6.0M
306,742
增持
CVS
CVS HEALTH CORP
+$6.0M
102,415
+256%
减持
EJUL
INNOVATOR ETFS TRUST
-$6.0M
501
-100%
增持
PEP
PEPSICO INC
+$5.9M
120,085
+49%
增持
DIS
DISNEY WALT CO
+$5.9M
337,036
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.8M
159,199
+9%
增持
DELL
DELL TECHNOLOGIES INC
+$5.6M
135,696
+68%
增持
PSX
PHILLIPS 66
+$5.5M
61,691
+235%
增持
VBR
VANGUARD INDEX FDS
+$5.4M
822,944
+2%
增持
IBDV
ISHARES TR
+$5.4M
269,444
+1058%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.4M
53,140
+87%
增持
TSLA
TESLA INC
+$5.4M
118,948
+10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.3M
14,036
+414%
增持
KMI
KINDER MORGAN INC DEL
+$5.3M
324,456
+152%
增持
—
TRANE TECHNOLOGIES PLC
+$5.2M
18,467
+302%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.0M
139,006
-0%
增持
VRT
VERTIV HOLDINGS CO
+$5.0M
34,461
+848%
建仓
—
QUANTA SVCS INC
+$5.0M
11,789
增持
NEE
NEXTERA ENERGY INC
+$5.0M
448,976
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.0M
87,685
-22%
增持
MCD
MCDONALDS CORP
+$4.9M
74,207
+27%
增持
—
EATON CORP PLC
+$4.8M
93,843
+40%
增持
MSFT
MICROSOFT CORP
-$4.8M
461,336
+5%
减持
EMN
EASTMAN CHEM CO
-$4.7M
127,604
-37%
增持
CMCSA
COMCAST CORP NEW
+$4.7M
252,418
+179%
减持
BIL
SPDR SERIES TRUST
-$4.7M
312,521
-14%
增持
NVO
NOVO-NORDISK A S
+$4.7M
131,741
+259%
清仓
PWR
QUANTA SVCS INC
-$4.6M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$4.5M
32,068
+1385%
增持
TSPA
T ROWE PRICE ETF INC
+$4.5M
3,366,745
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$4.4M
9,355,461
+1%
增持
CVX
CHEVRON CORP NEW
+$4.3M
434,138
+9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.3M
2,042,274
+3%
增持
GEV
GE VERNOVA INC
+$4.3M
14,460
+72%
增持
EFA
ISHARES TR
+$4.2M
173,821
+30%
增持
PANW
PALO ALTO NETWORKS INC
+$4.2M
48,455
+109%
增持
IBDT
ISHARES TR
+$4.2M
337,980
+96%
增持
VUG
VANGUARD INDEX FDS
+$4.2M
196,274
+3%
增持
MAR
MARRIOTT INTL INC NEW
+$4.0M
23,717
+87%
增持
VXUS
VANGUARD STAR FDS
+$4.0M
424,048
+11%
建仓
CBC
CENTRAL BANCOMPANY
+$3.9M
162,250
增持
ABBV
ABBVIE INC
+$3.9M
264,206
+8%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.9M
146,311
+170%
清仓
AVSF
AMERICAN CENTY ETF TR
-$3.8M
0
-100%
减持
HON
HONEYWELL INTL INC
-$3.7M
151,460
-4%
增持
—
CHUBB LIMITED
+$3.7M
75,292
+7%
减持
WFC
WELLS FARGO CO NEW
+$3.7M
585,547
-4%
增持
MUB
ISHARES TR
+$3.6M
424,154
+8%
增持
WMT
WALMART INC
+$3.6M
331,395
+2%
增持
IJR
ISHARES TR
+$3.6M
1,244,075
+1%
减持
AME
AMETEK INC
-$3.5M
2,699
-88%
增持
DGCB
DIMENSIONAL ETF TRUST
+$3.5M
124,966
+112%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
1,226,749
+5%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$3.5M
0
-100%
