Allworth Financial LP 13F 持仓 · 2026年Q2
Allworth Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 5,024 只证券，申报市值合计 235.57 亿美元。前几大持仓：VTI（10.81%）、BND（5.88%）、SPYG（5.33%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $2.55B | 10.81% | 6.9M | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $1.39B | 5.88% | 18.9M | 减持 |
| 3 | SPYG | SPDR SERIES TRUST | $1.25B | 5.33% | 10.5M | 减持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $1.19B | 5.07% | 15.3M | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $1.13B | 4.80% | 22.4M | 减持 |
| 6 | SPYV | SPDR SERIES TRUST | $1.12B | 4.77% | 18.5M | 减持 |
| 7 | AAPL | APPLE INC | $518.6M | 2.20% | 1.8M | 减持 |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | $486.9M | 2.07% | 9.1M | 增持 |
| 9 | GOVT | ISHARES TR | $476.6M | 2.02% | 20.9M | 减持 |
| 10 | VO | VANGUARD INDEX FDS | $415.0M | 1.76% | 5.2M | 增持 |
| 11 | SPEM | SPDR INDEX SHS FDS | $373.9M | 1.59% | 7.2M | 减持 |
| 12 | ITOT | ISHARES TR | $301.6M | 1.28% | 1.8M | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $302.6M | 1.28% | 1.5M | 减持 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $286.7M | 1.22% | 6.5M | 减持 |
| 15 | MBB | ISHARES TR | $286.9M | 1.22% | 3.0M | 减持 |
| 16 | USIG | ISHARES TR | $271.3M | 1.15% | 5.3M | 减持 |
| 17 | QLTY | GMO ETF TRUST | $253.8M | 1.08% | 6.1M | 减持 |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $242.9M | 1.03% | 6.6M | 减持 |
| 19 | INVESCO QQQ TR | $205.8M | 0.87% | 279,451 | 新建仓 | |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $203.8M | 0.86% | 3.9M | 减持 |
| 21 | IJR | ISHARES TR | $173.2M | 0.74% | 1.2M | 减持 |
| 22 | VBR | VANGUARD INDEX FDS | $160.0M | 0.68% | 658,265 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $152.0M | 0.65% | 407,549 | 减持 |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $150.8M | 0.64% | 3.6M | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $150.3M | 0.64% | 183,628 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR