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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 86
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$205.9M
24,193,579
+14%
减持
BSV
VANGUARD BD INDEX FDS
-$172.5M
17,525,641
-11%
增持
VTI
VANGUARD INDEX FDS
-$120.2M
8,504,378
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。
+0%
增持
SPYG
SPDR SERIES TRUST
-$106.4M
12,409,631
+0%
清仓
—
INVESCO QQQ TR
-$94.5M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$89.6M
155,158
增持
DFAC
DIMENSIONAL ETF TRUST
+$63.5M
7,709,244
+29%
增持
DFCF
DIMENSIONAL ETF TRUST
+$57.5M
3,257,427
+73%
增持
MSFT
MICROSOFT CORP
-$47.1M
475,497
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$45.9M
4,466,653
+44%
建仓
DDFJ
INNOVATOR ETFS TRUST
+$44.1M
2,350,659
建仓
PWR
QUANTA SVCS INC
+$43.8M
79,690
建仓
RTX
RTX CORPORATION
+$42.3M
219,489
减持
DDFO
INNOVATOR ETFS TRUST
-$39.8M
15,842
-99%
清仓
—
RTX CORPORATION
-$39.5M
0
-100%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$39.3M
752,785
+1401%
增持
DFSD
DIMENSIONAL ETF TRUST
+$32.4M
935,707
+260%
增持
KJUL
INNOVATOR ETFS TRUST
+$30.2M
950,770
+13171%
增持
DFAX
DIMENSIONAL ETF TRUST
+$30.2M
7,258,730
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$29.2M
1,495,297
-45%
建仓
PJAN
INNOVATOR ETFS TRUST
+$29.0M
628,931
增持
AAPL
APPLE INC
-$27.4M
1,935,051
+1%
减持
KSEP
INNOVATOR ETFS TRUST
-$27.0M
8,453
-99%
减持
POCT
INNOVATOR ETFS TRUST
-$26.4M
5,815
-99%
减持
CVX
CHEVRON CORPORATION
+$22.9M
430,632
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$22.4M
29,472,844
-1%
增持
—
EXXON MOBIL CORP
+$20.8M
391,970
+3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$20.1M
1,104,019
+54%
增持
NEE
NEXTERA ENERGY INC
+$19.3M
596,231
+33%
减持
QLTY
GMO ETF TRUST
-$19.3M
8,275,177
-0%
增持
NVDA
NVIDIA CORPORATION
-$17.9M
1,562,381
+0%
减持
ITOT
ISHARES TR
-$17.8M
1,948,805
-2%
减持
ORCL
ORACLE CORP
-$17.2M
337,906
-2%
增持
AVGO
BROADCOM INC
-$16.1M
441,902
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$16.0M
870,735
+97%
建仓
TRV
TRAVELERS COMPANIES INC
+$15.2M
52,086
增持
NJUN
INNOVATOR ETFS TRUST
+$14.6M
467,861
+139144%
清仓
—
TRAVELERS COMPANIES INC
-$14.5M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.4M
135,211
-15%
增持
COST
COSTCO WHOLESALE CORPORATION
+$14.3M
73,427
+8%
减持
IWF
ISHARES TR
-$14.0M
262,468
-1%
减持
BIL
SPDR SERIES TRUST
-$13.9M
159,470
-49%
增持
EFIV
SPDR SERIES TRUST
+$13.6M
219,537
+6638%
增持
LRCX
LAM RESEARCH CORP
+$13.5M
128,188
+58%
减持
NOCT
INNOVATOR ETFS TRUST
-$13.2M
4,995
-98%
减持
JNJ
JOHNSON & JOHNSON
+$13.2M
412,264
-3%
增持
DIHP
DIMENSIONAL ETF TRUST
+$12.6M
395,597
+10175%
增持
AMAT
APPLIED MATLS INC
+$12.5M
58,325
+101%
增持
DFGP
DIMENSIONAL ETF TRUST
+$12.1M
435,427
+107%
减持
AXP
AMERICAN EXPRESS CO
-$11.8M
158,479
-2%
减持
JPM
JPMORGAN CHASE & CO
-$11.6M
412,908
-0%
增持
TXN
TEXAS INSTRS INC
+$10.8M
213,078
+21%
减持
GOOG
ALPHABET INC
-$10.6M
321,066
-2%
减持
V
VISA INC
-$9.8M
147,595
-5%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$9.3M
220,747
-2%
增持
MRK
MERCK & CO INC
+$9.3M
262,901
+24%
减持
ABT
ABBOTT LABORATORIES
-$9.2M
252,813
-10%
增持
VUG
VANGUARD INDEX FDS
-$8.6M
199,494
+2%
建仓
ACT
ENACT HLDGS INC
+$8.6M
210,379
清仓
—
ENACT HLDGS INC
-$8.5M
0
-100%
增持
TSLA
TESLA INC
-$8.5M
121,053
+2%
建仓
AVSF
AMERICAN CENTY ETF TR
+$8.5M
180,922
减持
WFC
WELLS FARGO & CO
-$8.2M
582,393
-1%
增持
DGCB
DIMENSIONAL ETF TRUST
+$8.1M
275,423
+120%
减持
GE
GE AEROSPACE
-$7.6M
56,657
-26%
建仓
GL
GLOBE LIFE INC
+$7.6M
54,415
清仓
—
GLOBE LIFE INC
-$7.5M
0
-100%
建仓
IBDU
ISHARES TR
+$7.3M
315,742
减持
IVV
ISHARES TR
-$7.3M
127,142
-4%
清仓
—
ISHARES TR
-$7.2M
0
-100%
增持
AMZN
AMAZON COM INC
-$7.0M
593,625
+5%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$7.0M
2,588
-92%
减持
CAT
CATERPILLAR INC
+$6.9M
84,401
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.9M
142,220
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.8M
749,545
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.8M
269,320
+63%
清仓
—
EDWARDS LIFESCIENCES CORP
-$6.7M
0
-100%
清仓
—
AMERICAN CENTY ETF TR
-$6.6M
0
-100%
减持
DIS
DISNEY WALT CO
-$6.3M
332,618
-1%
增持
LLY
ELI LILLY & CO
-$6.2M
66,228
+6%
增持
VRT
VERTIV HOLDINGS CO
+$6.1M
46,536
+35%
减持
IVW
ISHARES TR
-$6.1M
516,567
-1%
增持
WMT
WALMART INC
+$6.1M
345,856
+4%
增持
AVLC
AMERICAN CENTY ETF TR
+$6.0M
252,976
+46%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.9M
146,574
+67%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.8M
1,703,309
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.7M
507,049
+4%
减持
IUSG
ISHARES TR
-$5.7M
431,049
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$5.5M
34,247
+9%
增持
AMGN
AMGEN INC
+$5.5M
54,554
+31%
增持
TSPA
T ROWE PRICE ETF INC
-$5.5M
3,386,812
+1%
增持
QCOM
QUALCOMM INC
-$5.5M
162,124
+5%
增持
GOOGL
ALPHABET INC
-$5.5M
337,301
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.4M
1,047,209
+4%
增持
T
AT&T INC
+$5.4M
1,176,444
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$5.2M
201,814
+39%
减持
DELL
DELL TECHNOLOGIES INC
+$5.2M
135,639
-0%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$5.1M
6,129,907
+2%
减持
IJR
ISHARES TR
+$5.1M
1,243,836
-0%
增持
GOVT
ISHARES TR
+$5.1M
23,374,003
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.0M
1,311,022
+10%
清仓
—
QUANTA SVCS INC
-$5.0M
0
-100%
增持
HON
HONEYWELL INTL INC
+$5.0M
152,630
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.9M
466,637
+37%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.9M
230,524
+39%
增持
GEV
GE VERNOVA INC
+$4.8M
16,338
+13%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$4.7M
201,344
-14%
增持
PFE
PFIZER INC
+$4.7M
484,920
+36%
增持
NFLX
NETFLIX INC.
+$4.7M
310,120
+16%
增持
DFNM
DIMENSIONAL ETF TRUST
+$4.6M
227,614
+75%
增持
—
EATON CORP PLC
+$4.6M
96,429
+3%
增持
MA
MASTERCARD INCORPORATED
-$4.4M
61,682
+0%
增持
GLD
SPDR GOLD TR
+$4.3M
120,143
+1%
增持
HDEF
DBX ETF TR
+$4.3M
1,922,650
+3%
增持
KO
COCA COLA CO
+$4.3M
626,500
+1%
减持
NVO
NOVO-NORDISK A S
-$4.1M
69,990
-47%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.1M
171,649
+196%
增持
DFGR
DIMENSIONAL ETF TRUST
+$4.0M
338,740
+79%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.8M
173,224
+32%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.8M
2,069,787
+1%
增持
—
LINDE PLC
+$3.8M
15,400
+70%
增持
AGG
ISHARES TR
+$3.6M
558,142
+8%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.5M
118,910
+273%
增持
SMB
VANECK ETF TRUST
+$3.4M
2,375,010
+10%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.4M
228,684
+56%
减持
VBR
VANGUARD INDEX FDS
+$3.3M
817,672
-1%
增持
PSX
PHILLIPS 66
+$3.3M
61,865
+0%
清仓
—
FIRST TR EXCH TRADED FD III
-$3.3M
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$3.2M
40,021
减持
FANG
DIAMONDBACK ENERGY INC
-$3.2M
8,244
-74%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.2M
28,009
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.2M
34,959
-0%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
425,081
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.1M
778,415
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.1M
1,293,806
+5%
建仓
TGT
TARGET CORP
+$3.1M
25,529
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
127,480
+20%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$3.1M
172,796
减持
ABBV
ABBVIE INC
-$3.0M
263,766
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.0M
28,637
+317%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.0M
932,919
-7%
减持
KLAC
KLA CORP
+$2.9M
21,478
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
170,396
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$2.9M
182,673
+2%
减持
BKR
BAKER HUGHES COMPANY
+$2.9M
193,724
-2%
增持
PG
PROCTER & GAMBLE CO
+$2.8M
405,246
+4%
增持
VXUS
VANGUARD STAR FDS
+$2.8M
451,672
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$2.8M
869,401
+8%
增持
MBB
ISHARES TR
+$2.8M
3,330,589
+1%
增持
MDLZ
MONDELEZ INTL INC
+$2.8M
437,119
+5%
