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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 46
减持 92
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD VALUE ETF
-$453.4K
66,583
-3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$364.9K
88,581
-2%
减持
AAPL
APPLE INC COM
+$341.9K
9,182
-1%
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
EFV
ISHARES MSCI EAFE VALUE ETF
-$225.7K
306,087
+1%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$214.4K
112,609
-2%
建仓
GEV
GE VERNOVA INC COM
+$184.0K
1,073
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
-$179.0K
221,604
-1%
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$129.8K
80,092
+2%
减持
INTC
INTEL CORP COM
-$128.8K
3,509
-35%
减持
JNJ
JOHNSON & JOHNSON COM
-$115.3K
3,140
-13%
减持
MRK
MERCK & CO INC COM
-$114.9K
3,254
-17%
增持
ORCL
ORACLE CORP COM
+$108.7K
1,357
+106%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$95.9K
8,100
-4%
减持
JPM
JPMORGAN CHASE & CO. COM
-$86.0K
3,148
-13%
减持
SBUX
STARBUCKS CORP COM
-$85.3K
2,054
-23%
减持
CLX
CLOROX CO DEL COM
-$81.9K
10
-98%
增持
T
AT&T INC COM
+$80.3K
27,483
+9%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$77.0K
44,522
-0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$75.5K
4,580
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$74.4K
1,436
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$73.1K
2,791
-20%
增持
—
EXXON MOBIL CORP COM
+$72.9K
6,073
+13%
减持
GE
GE AEROSPACE COM NEW
-$72.8K
4,314
-0%
减持
HD
HOME DEPOT INC COM
-$70.8K
1,281
-4%
增持
CL
COLGATE PALMOLIVE CO COM
+$70.0K
5,355
+7%
减持
CVS
CVS HEALTH CORP COM
-$69.7K
1,486
-25%
减持
AVGO
BROADCOM INC COM
+$62.3K
421
-9%
减持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-$61.1K
52,703
-8%
减持
GSK
GSK PLC SPONSORED ADR
-$60.2K
7,065
-9%
清仓
—
LABORATORY CORP AMER HLDGS COM NEW
-$59.6K
0
-100%
增持
VOE
VANGUARD MID-CAP VALUE ETF
-$56.8K
26,330
+2%
增持
PM
PHILIP MORRIS INTL INC COM
+$55.7K
1,934
+26%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$55.1K
200,578
-6%
增持
SPY
SPDR S&P 500 ETF TRUST
+$53.5K
2,346
+0%
建仓
LH
LABCORP HOLDINGS INC COM SHS
+$52.7K
259
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$48.6K
0
-100%
增持
WELL
WELLTOWER INC COM
+$47.7K
765
+123%
减持
CMI
CUMMINS INC COM
-$45.9K
1,192
-7%
减持
META
META PLATFORMS INC CL A
-$45.8K
121
-45%
增持
NNN
NNN REIT INC COM
+$44.6K
1,129
+1277%
增持
NEE
NEXTERA ENERGY INC COM
+$44.1K
3,791
+8%
增持
PFE
PFIZER INC COM
+$43.6K
8,444
+22%
建仓
PUK
PRUDENTIAL PLC ADR
+$43.5K
2,376
建仓
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$43.4K
1,272
增持
UNH
UNITEDHEALTH GROUP INC COM
+$42.7K
995
+6%
减持
COP
CONOCOPHILLIPS COM
-$42.3K
1,435
-12%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$42.1K
264
+178%
增持
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
+$41.9K
6,590
+6%
清仓
—
PIONEER NAT RES CO COM
-$41.7K
0
-100%
增持
SHEL
SHELL PLC SPON ADS
+$40.9K
7,783
+0%
增持
SO
SOUTHERN CO COM
+$38.7K
1,219
+56%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
-$38.3K
8,379
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$38.2K
903
-11%
减持
MS
MORGAN STANLEY COM NEW
-$36.2K
1,780
-20%
增持
—
ROYAL CARIBBEAN GROUP COM
+$35.8K
806
+21%
增持
PAYX
PAYCHEX INC COM
+$35.1K
406
+283%
减持
—
BLACKROCK INC COM
-$34.8K
302
-8%
增持
CMCSA
COMCAST CORP NEW CL A
-$34.5K
9,494
+1%
减持
DG
DOLLAR GEN CORP NEW COM
-$34.3K
575
-19%
减持
MSFT
MICROSOFT CORP COM
-$34.3K
1,612
-10%
减持
USB
US BANCORP DEL COM NEW
-$33.5K
4,027
-7%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$33.2K
6,571
+0%
减持
SAN
BANCO SANTANDER S.A. ADR
-$33.1K
42,608
-10%
减持
—
CHECK POINT SOFTWARE TECH LTD ORD
-$31.5K
1
-99%
减持
MCD
MCDONALDS CORP COM
-$31.4K
1,085
-1%
增持
ELV
ELEVANCE HEALTH INC COM
+$31.1K
312
+17%
减持
PEP
PEPSICO INC COM
-$30.3K
1,735
-4%
减持
DIS
DISNEY WALT CO COM
-$29.2K
1,001
-5%
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$29.2K
464
减持
CRL
CHARLES RIV LABS INTL INC COM
-$29.0K
273
-13%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$28.8K
10,275
+0%
清仓
IJR
ISHARES CORE S&P SMALL CAP ETF
-$28.7K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$28.2K
1,686
+62%
增持
HUM
HUMANA INC COM
+$27.9K
187
+55%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$27.8K
603
-35%
减持
LEN
LENNAR CORP CL A
-$27.6K
59
-72%
减持
—
CHUBB LIMITED COM
-$26.5K
589
-14%
增持
KDP
KEURIG DR PEPPER INC COM
+$26.3K
1,841
+61%
减持
AMZN
AMAZON COM INC COM
-$26.3K
76
-67%
减持
—
UBS GROUP AG SHS
-$26.1K
3,343
-18%
增持
KVUE
KENVUE INC COM
+$26.1K
7,355
+47%
增持
HAL
HALLIBURTON CO COM
+$26.1K
1,121
+275%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$25.8K
1,536
-24%
增持
NKE
NIKE INC CL B
+$25.8K
514
+272%
增持
UNP
UNION PAC CORP COM
-$25.2K
1,311
+0%
增持
WFC
WELLS FARGO CO NEW COM
+$24.9K
5,401
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$24.8K
180
-16%
减持
—
LINDE PLC SHS
-$24.8K
552
-4%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$24.5K
373
-5%
减持
TM
TOYOTA MOTOR CORP ADS
-$24.2K
447
-3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$23.9K
1,726
-1%
减持
BAX
BAXTER INTL INC COM
-$23.8K
629
-40%
增持
J
JACOBS SOLUTIONS INC COM
+$23.3K
211
+428%
减持
CI
THE CIGNA GROUP COM
-$23.2K
354
-8%
减持
NSC
NORFOLK SOUTHN CORP COM
-$22.0K
333
-9%
减持
V
VISA INC COM CL A
-$21.9K
763
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$21.8K
29,993
-3%
减持
ABT
ABBOTT LABS COM
-$21.6K
2,207
-0%
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$21.1K
158
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$20.9K
0
-100%
增持
HMC
HONDA MOTOR LTD ADR ECH CNV IN 3
-$20.6K
5,814
+4%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$20.5K
17,856
-1%
减持
BKR
BAKER HUGHES COMPANY CL A
-$20.3K
382
-62%
增持
KO
COCA COLA CO COM
+$19.9K
6,516
+1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$19.8K
203
-19%
减持
CME
CME GROUP INC COM
-$19.8K
573
-7%
减持
PH
PARKER-HANNIFIN CORP COM
-$19.6K
236
-6%
减持
PCAR
PACCAR INC COM
-$19.0K
317
-24%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$18.2K
860
+19%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$18.1K
332
+36%
减持
ALB
ALBEMARLE CORP COM
-$17.7K
354
-9%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$17.6K
1,289
-1%
减持
GD
GENERAL DYNAMICS CORP COM
-$17.6K
696
-10%
增持
WPC
WP CAREY INC COM
+$17.4K
1,142
+42%
增持
SLB
SCHLUMBERGER LTD COM STK
+$17.0K
584
+204%
减持
A
AGILENT TECHNOLOGIES INC COM
-$17.0K
658
-6%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$17.0K
65
-81%
减持
—
LAM RESEARCH CORP COM
-$16.9K
38
-36%
减持
SYY
SYSCO CORP COM
-$16.7K
889
-10%
增持
DLTR
DOLLAR TREE INC COM
-$16.6K
822
+5%
减持
BBY
BEST BUY INC COM
-$16.6K
53
-79%
增持
DHI
D R HORTON INC COM
-$16.5K
809
+2%
建仓
TSLA
TESLA INC COM
+$16.4K
83
减持
—
MEDTRONIC PLC SHS
-$15.9K
1,848
-0%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$15.8K
537
-29%
减持
COST
COSTCO WHSL CORP NEW COM
-$15.6K
98
-27%
减持
—
STELLANTIS N.V SHS
-$15.5K
781
-29%
减持
WRB
BERKLEY W R CORP COM
-$15.5K
150
-51%
增持
DE
DEERE & CO COM
+$15.3K
207
+37%
增持
SLF
SUN LIFE FINANCIAL INC. COM
-$14.6K
2,931
+1%
减持
PSX
PHILLIPS 66 COM
-$14.6K
217
-22%
减持
COR
CENCORA INC COM
-$14.6K
124
-29%
减持
OC
OWENS CORNING NEW COM
-$14.4K
40
-69%
减持
CSCO
CISCO SYS INC COM
-$14.4K
5,012
-1%
减持
CSX
CSX CORP COM
-$14.4K
3,692
-1%
增持
EQIX
EQUINIX INC COM
+$14.3K
104
+33%
减持
ADI
ANALOG DEVICES INC COM
+$14.3K
591
-3%
减持
TJX
TJX COS INC NEW COM
+$14.2K
1,828
-1%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$14.2K
274
-31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$14.1K
9,479
+3%
减持
MA
MASTERCARD INCORPORATED CL A
-$14.0K
131
-12%
增持
HSY
HERSHEY CO COM
+$13.8K
931
+15%
减持
GM
GENERAL MTRS CO COM
-$13.6K
1,127
-23%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$13.6K
31
-95%
减持
BAC
BANK AMERICA CORP COM
-$13.5K
9,281
-8%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
+$13.4K
32,258
-1%
减持
PG
PROCTER AND GAMBLE CO COM
+$13.2K
5,855
-0%
减持
SAP
SAP SE SPON ADR
-$13.2K
364
-18%
减持
BBWI
BATH & BODY WORKS INC COM
-$13.1K
1,057
-3%
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$13.1K
718
-17%
