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Bruce G. Allen Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bruce G. Allen Investments, LLC
报告期 2026-03-31 · CIK 0002005409
持仓数
1,084
前50大市值合计
$120.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 79
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$2.8M
223,021
+47%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$2.4M
115,105
+34%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$971.8K
10,270
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
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$671.8K
89,953
+4%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$657.5K
302,583
-0%
减持
VTV
VANGUARD VALUE ETF
+$633.3K
68,365
-3%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$286.7K
25,769
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$276.4K
212,576
-0%
减持
AAPL
APPLE INC COM
-$226.8K
9,284
-2%
减持
GE
GE AEROSPACE COM NEW
+$196.0K
4,322
-2%
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$177.2K
78,390
+5%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$175.6K
6,543
+36%
减持
XEL
XCEL ENERGY INC COM
-$154.6K
667
-78%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$139.4K
1,374
+9%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$132.7K
20,694
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$116.1K
2,339
+0%
增持
HSY
HERSHEY CO COM
+$113.7K
809
+246%
增持
ABBV
ABBVIE INC COM
+$111.9K
2,749
+10%
减持
RAFE
PIMCO RAFI ESG U.S. ETF
+$106.0K
42,561
-2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$104.7K
8,426
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$96.8K
5,870
+1%
增持
MRK
MERCK & CO INC COM
+$94.0K
3,924
+1%
减持
NKE
NIKE INC CL B
-$92.7K
138
-86%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$87.5K
1,566
-2%
减持
—
EXXON MOBIL CORP COM
+$86.6K
5,387
-0%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$85.4K
959
-64%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$81.6K
464
+1005%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$80.1K
30,900
+5%
减持
AVGO
BROADCOM INC COM
+$79.0K
463
-3%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$78.4K
45,210
+10%
减持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
-$73.5K
4,714
-38%
增持
TGT
TARGET CORP COM
+$69.2K
735
+71%
减持
CMI
CUMMINS INC COM
+$69.1K
1,276
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$68.4K
3,630
-11%
减持
LLY
ELI LILLY & CO COM
+$66.7K
360
-2%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$64.8K
32,492
-11%
增持
CVX
CHEVRON CORP NEW COM
+$64.4K
3,364
+8%
建仓
IVOV
VANGUARD S&P MID-CAP 400 VALUE ETF
+$63.1K
695
增持
GSK
GSK PLC SPONSORED ADR
+$62.4K
7,748
+6%
增持
CL
COLGATE PALMOLIVE CO COM
+$60.3K
4,993
+2%
清仓
EFA
ISHARES MSCI EAFE ETF
-$59.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$56.2K
13,773
-0%
增持
GLD
SPDR GOLD SHARES
+$54.6K
1,309
+17%
建仓
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
+$54.2K
613
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$54.0K
13,993
+4%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$53.0K
60
-92%
增持
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
+$53.0K
5,976
+15%
增持
HD
HOME DEPOT INC COM
+$51.2K
1,334
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$49.2K
9,192
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$47.7K
3,485
+27%
减持
MSFT
MICROSOFT CORP COM
+$45.9K
1,794
-5%
减持
JPM
JPMORGAN CHASE & CO COM
+$44.8K
3,608
-9%
增持
TRV
TRAVELERS COMPANIES INC COM
+$44.6K
587
+24%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$44.4K
5,283
+14%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$43.8K
5,222
-3%
减持
HUM
HUMANA INC COM
-$42.3K
121
-34%
减持
COR
CENCORA INC COM
-$40.5K
175
-57%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$40.1K
0
-100%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$40.1K
0
-100%
减持
META
META PLATFORMS INC CL A
-$40.1K
220
-47%
增持
SAN
BANCO SANTANDER S.A. ADR
+$38.8K
47,605
+3%
减持
INTC
INTEL CORP COM
-$38.7K
5,376
-2%
增持
DIS
DISNEY WALT CO COM
+$38.3K
1,051
+5%
增持
WPC
WP CAREY INC COM
+$38.0K
806
+601%
建仓
NXT
NEXTRACKER INC CLASS A COM
+$37.4K
664
增持
PEP
PEPSICO INC COM
+$37.2K
1,808
+10%
增持
ABT
ABBOTT LABS COM
+$36.7K
2,208
+13%
增持
—
UNILEVER PLC SPON ADR NEW
+$36.5K
3,157
+25%
减持
BAC
BANK AMERICA CORP COM
+$36.3K
10,089
-2%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$36.1K
1,382
+42%
减持
HSBC
HSBC HLDGS PLC SPON ADR NEW
-$35.9K
1,563
-35%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$35.8K
441
+13%
增持
PGR
PROGRESSIVE CORP COM
+$35.7K
711
+2%
增持
KO
COCA COLA CO COM
+$35.2K
6,454
+6%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$30.6K
1,758
+20%
减持
PM
PHILIP MORRIS INTL INC COM
-$30.4K
1,531
-16%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$30.1K
0
-100%
减持
TM
TOYOTA MOTOR CORP ADS
+$29.8K
460
-2%
减持
BA
BOEING CO COM
-$29.7K
143
-35%
减持
—
EATON CORP PLC SHS
+$29.5K
474
-4%
减持
CMCSA
COMCAST CORP NEW CL A
-$29.2K
9,372
-6%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$28.3K
161
-66%
增持
RTX
RTX CORPORATION COM
+$28.2K
1,441
+8%
减持
NTR
NUTRIEN LTD COM
-$28.1K
1,056
-30%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$27.5K
1,466
-11%
增持
TFC
TRUIST FINL CORP COM
+$27.3K
3,549
+18%
增持
DLTR
DOLLAR TREE INC COM
+$27.1K
784
+44%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$26.8K
913
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$26.0K
1,742
+2%
增持
GPC
GENUINE PARTS CO COM
+$25.2K
254
+149%
减持
HMC
HONDA MOTOR LTD ADR ECH CNV IN 3
+$24.5K
5,587
-6%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$24.2K
4,385
-0%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$24.2K
706
+10%
增持
BX
BLACKSTONE INC COM
+$23.9K
435
+71%
增持
—
BARRICK GOLD CORP COM
+$23.6K
3,504
+82%
增持
MPC
MARATHON PETE CORP COM
+$23.4K
275
+27%
增持
SCHW
SCHWAB CHARLES CORP COM
+$23.2K
2,676
+8%
增持
RJF
RAYMOND JAMES FINL INC COM
+$22.8K
1,270
+1%
减持
HON
HONEYWELL INTL INC COM
-$22.8K
972
-8%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$22.6K
3,439
+0%
增持
LOW
LOWES COS INC COM
+$22.1K
522
+5%
增持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
+$21.8K
61,412
+7%
减持
STT
STATE STR CORP COM
-$21.7K
379
-42%
减持
AMGN
AMGEN INC COM
-$21.7K
655
-9%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$21.0K
1,443
+1%
增持
CNQ
CANADIAN NAT RES LTD COM
+$20.9K
453
+118%
增持
DG
DOLLAR GEN CORP NEW COM
+$20.9K
707
+7%
增持
DE
DEERE & CO COM
+$20.8K
151
+47%
减持
EMBJ
EMBRAER S.A. SPONSORED ADS
+$20.4K
2,543
-1%
减持
CI
THE CIGNA GROUP COM
+$20.4K
386
-4%
减持
AXP
AMERICAN EXPRESS CO COM
+$20.1K
661
-5%
建仓
—
OSISKO DEVELOPMENT CORP COM NEW
+$19.9K
9,333
减持
CCI
CROWN CASTLE INC COM
-$19.9K
423
-25%
增持
KKR
KKR & CO INC COM
+$19.4K
723
+12%
增持
USB
US BANCORP DEL COM NEW
+$19.0K
4,325
+7%
增持
CTVA
CORTEVA INC COM
+$18.8K
638
+70%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-$18.6K
57,346
+1%
减持
MCD
MCDONALDS CORP COM
-$18.6K
1,092
-1%
增持
—
LAM RESEARCH CORP COM
+$17.4K
59
+16%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$17.2K
1,368
+0%
减持
MFG
MIZUHO FINANCIAL GROUP INC SPONSORED ADR
-$17.1K
7,010
-46%
增持
V
VISA INC COM CL A
+$17.0K
796
+1%
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$16.8K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$16.5K
227
-40%
增持
SPGI
S&P GLOBAL INC COM
+$16.1K
332
+17%
增持
PFE
PFIZER INC COM
+$16.1K
6,942
+13%
增持
GM
GENERAL MTRS CO COM
+$15.9K
1,455
+4%
增持
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$15.9K
6,209
+3%
增持
CRL
CHARLES RIV LABS INTL INC COM
+$15.8K
315
+7%
减持
EXPE
EXPEDIA GROUP INC COM NEW
-$15.3K
362
-16%
减持
MU
MICRON TECHNOLOGY INC COM
+$15.1K
591
-8%
减持
PH
PARKER-HANNIFIN CORP COM
+$15.0K
250
-7%
增持
PRU
PRUDENTIAL FINL INC COM
+$15.0K
352
+39%
减持
DLR
DIGITAL RLTY TR INC COM
-$14.9K
231
-35%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$14.9K
66
+2%
增持
F
FORD MTR CO DEL COM
+$14.8K
2,395
+71%
减持
APD
AIR PRODS & CHEMS INC COM
-$14.6K
351
-4%
增持
ELV
ELEVANCE HEALTH INC COM
+$14.4K
266
+2%
清仓
—
COOPER COS INC COM NEW
-$14.4K
0
-100%
增持
PCAR
PACCAR INC COM
+$14.4K
417
+9%
减持
—
CHUBB LIMITED COM
+$14.2K
682
-5%
增持
NEE
NEXTERA ENERGY INC COM
+$14.2K
3,511
+1%
增持
MFC
MANULIFE FINL CORP COM
+$14.2K
1,156
+74%
增持
BCD
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF
+$14.1K
1,486
+39%
增持
CSX
CSX CORP COM
+$14.0K
3,719
+4%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF
-$13.9K
44,652
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$13.9K
753
-18%
减持
MDLZ
MONDELEZ INTL INC CL A
-$13.8K
2,236
-5%
减持
EXC
EXELON CORP COM
-$13.6K
535
-43%
增持
BNS
BANK NOVA SCOTIA HALIFAX COM
+$13.6K
585
+71%
