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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 81
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.4M
306,413
+0%
减持
VTV
VANGUARD VALUE ETF
+$902.5K
66,352
-0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$733.2K
90,161
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。
+2%
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$674.2K
100,558
+26%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$611.3K
1,385
-97%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$577.9K
223,193
+1%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$558.9K
112,897
+0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$455.8K
2,712
+459%
建仓
BLK
BLACKROCK INC COM
+$277.3K
292
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$263.7K
190,682
-5%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$257.1K
25,156
-4%
清仓
—
BLACKROCK INC COM
-$237.8K
0
-100%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$212.7K
9,131
+51%
减持
AAPL
APPLE INC COM
+$193.1K
9,129
-1%
增持
GE
GE AEROSPACE COM NEW
+$151.1K
4,438
+3%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$149.1K
20,804
+1%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$124.1K
44,644
+0%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$96.8K
7,956
-2%
增持
GEV
GE VERNOVA INC COM
+$96.2K
1,099
+2%
减持
LLY
ELI LILLY & CO COM
-$89.2K
213
-31%
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$86.0K
14,304
+1%
增持
ABBV
ABBVIE INC COM
+$84.0K
2,945
+2%
增持
—
UNILEVER PLC SPON ADR NEW
+$83.8K
3,636
+31%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$81.0K
864
+665%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$79.5K
6,675
+2%
减持
SAN
BANCO SANTANDER S.A. ADR
-$78.5K
23,291
-45%
减持
HD
HOME DEPOT INC COM
+$77.7K
1,280
-0%
增持
JNJ
JOHNSON & JOHNSON COM
+$74.7K
3,293
+5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$73.6K
2,354
+0%
增持
MCD
MCDONALDS CORP COM
+$70.3K
1,139
+5%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
+$70.2K
53,439
+1%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$69.4K
3,542
+48%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$68.6K
984
-1%
减持
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$67.8K
3,003
-54%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$63.5K
17,756
-1%
减持
BP
BP PLC SPONSORED ADR
-$61.0K
4,894
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$60.3K
3,405
+22%
减持
T
AT&T INC COM
+$60.1K
26,604
-3%
增持
CMI
CUMMINS INC COM
+$59.4K
1,203
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$59.0K
435
-44%
增持
ING
ING GROEP N.V. SPONSORED ADR
+$58.0K
10,697
+35%
增持
CAT
CATERPILLAR INC COM
+$58.0K
465
+25%
增持
RY
ROYAL BK CDA COM
+$57.8K
751
+123%
增持
—
CRH PLC ORD
+$57.1K
737
+391%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$56.1K
28,602
-5%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
-$55.0K
3,760
-55%
减持
SHEL
SHELL PLC SPON ADS
-$54.8K
7,687
-1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$54.5K
7,088
-25%
增持
BX
BLACKSTONE INC COM
+$54.2K
733
+56%
增持
NEE
NEXTERA ENERGY INC COM
+$53.6K
3,810
+1%
增持
IQV
IQVIA HLDGS INC COM
+$53.4K
245
+1014%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$53.0K
29,492
-9%
增持
—
EATON CORP PLC SHS
+$52.6K
576
+31%
减持
WPP
WPP PLC NEW ADR
-$52.6K
1,126
-53%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$51.8K
1,772
+321%
减持
CVX
CHEVRON CORP NEW COM
-$48.9K
3,340
-3%
减持
SONY
SONY GROUP CORP SPONSORED ADR
-$47.9K
922
-43%
增持
ABT
ABBOTT LABS COM
+$46.9K
2,423
+10%
减持
MRK
MERCK & CO INC COM
-$46.7K
3,136
-4%
增持
LOW
LOWES COS INC COM
+$46.0K
654
+10%
增持
MA
MASTERCARD INCORPORATED CL A
+$45.4K
209
+60%
增持
BCE
BCE INC COM NEW
+$45.1K
1,663
+321%
减持
INTC
INTEL CORP COM
-$44.0K
2,756
-21%
增持
EOG
EOG RES INC COM
+$43.4K
1,153
+48%
增持
PYPL
PAYPAL HLDGS INC COM
+$43.4K
1,810
+7%
减持
CME
CME GROUP INC COM
-$43.1K
315
-45%
减持
SNY
SANOFI SPONSORED ADR
+$42.4K
6,230
-5%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$41.2K
2,694
+7%
清仓
—
LAM RESEARCH CORP COM
-$40.5K
0
-100%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$39.4K
299
+1395%
减持
KO
COCA COLA CO COM
+$39.3K
6,318
-3%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$38.3K
4,022
-4%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$37.6K
2,392
+163%
增持
EQNR
EQUINOR ASA SPONSORED ADR
+$37.0K
1,928
+363%
减持
PM
PHILIP MORRIS INTL INC COM
+$35.5K
1,907
-1%
减持
ORCL
ORACLE CORP COM
+$35.0K
1,330
-2%
增持
SLF
SUN LIFE FINANCIAL INC. COM
+$33.3K
3,049
+4%
增持
PH
PARKER-HANNIFIN CORP COM
+$32.9K
241
+2%
减持
GLD
SPDR GOLD SHARES
+$32.8K
1,247
-1%
增持
GILD
GILEAD SCIENCES INC COM
+$32.7K
1,658
+7%
增持
CSCO
CISCO SYS INC COM
+$32.6K
5,087
+1%
减持
AMAT
APPLIED MATLS INC COM
-$32.5K
514
-11%
增持
INGR
INGREDION INC COM
+$32.4K
1,054
+8%
增持
UNP
UNION PAC CORP COM
+$32.0K
1,333
+2%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$31.9K
221
-45%
减持
DHI
D R HORTON INC COM
+$31.4K
762
-6%
增持
ORANY
ORANGE SPONSORED ADR
+$30.7K
3,157
+470%
减持
CL
COLGATE PALMOLIVE CO COM
+$30.6K
5,301
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$30.6K
1,248
+1%
减持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
-$30.4K
43,969
-28%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$30.3K
844
-7%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$30.2K
609
-0%
减持
JPM
JPMORGAN CHASE & CO. COM
-$29.4K
2,880
-9%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$29.2K
13,268
-3%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$29.2K
0
-100%
减持
COP
CONOCOPHILLIPS COM
-$28.4K
1,289
-10%
增持
CMCSA
COMCAST CORP NEW CL A
+$28.4K
9,580
+1%
减持
PFE
PFIZER INC COM
-$27.3K
7,220
-14%
减持
SBUX
STARBUCKS CORP COM
+$27.2K
1,919
-7%
建仓
—
TE CONNECTIVITY LTD SHS
+$27.2K
180
清仓
—
TE CONNECTIVITY LTD SHS
-$27.1K
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
+$26.6K
631
+1%
减持
TJX
TJX COS INC NEW COM
-$25.9K
1,492
-18%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$25.6K
3,463
+0%
增持
—
MEDTRONIC PLC SHS
+$25.3K
1,897
+3%
减持
PPL
PPL CORP COM
-$25.0K
500
-67%
增持
—
UBS GROUP AG SHS
+$24.7K
3,995
+20%
增持
PPG
PPG INDS INC COM
+$24.5K
1,092
+14%
增持
EA
ELECTRONIC ARTS INC COM
+$24.2K
272
+157%
减持
GSK
GSK PLC SPONSORED ADR
-$24.1K
6,063
-14%
增持
HON
HONEYWELL INTL INC COM
+$23.3K
1,021
+16%
增持
TFC
TRUIST FINL CORP COM
+$22.8K
4,072
+5%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$22.5K
5,382
+1%
减持
VNO
VORNADO RLTY TR SH BEN INT
+$22.4K
1,886
-4%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$22.2K
1,022
-5%
增持
TECK
TECK RESOURCES LTD CL B
+$22.2K
878
+77%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$21.9K
1,372
+0%
减持
HMC
HONDA MOTOR LTD ADR ECH CNV IN 3
-$21.2K
5,238
-10%
增持
YUM
YUM BRANDS INC COM
+$21.2K
441
+45%
减持
CBRE
CBRE GROUP INC CL A
+$21.0K
605
-1%
减持
—
ROYAL CARIBBEAN GROUP COM
-$20.8K
607
-25%
增持
NSC
NORFOLK SOUTHN CORP COM
+$20.7K
371
+11%
增持
MDLZ
MONDELEZ INTL INC CL A
+$20.7K
2,407
+1%
增持
—
EVEREST GROUP LTD COM
+$20.7K
78
+200%
增持
NWG
NATWEST GROUP PLC SPONS ADR
+$20.5K
2,813
+285%
增持
TRV
TRAVELERS COMPANIES INC COM
+$20.3K
653
+0%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$20.3K
1,145
-11%
增持
MUR
MURPHY OIL CORP COM
+$20.2K
1,470
+106%
建仓
KB
KB FINL GROUP INC SPONSORED ADR
+$20.2K
327
增持
TGNA
TEGNA INC COM
+$19.8K
10,136
+1%
增持
—
BARRICK GOLD CORP COM
+$19.8K
4,209
+10%
增持
V
VISA INC COM CL A
+$19.4K
799
+5%
增持
COF
CAPITAL ONE FINL CORP COM
+$18.7K
700
+13%
增持
GPN
GLOBAL PMTS INC COM
+$18.7K
645
+32%
减持
KEY
KEYCORP COM
-$18.6K
471
-75%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$18.5K
343
-8%
建仓
CVE
CENOVUS ENERGY INC COM
+$18.5K
1,106
减持
RJF
RAYMOND JAMES FINL INC COM
-$18.4K
1,127
-11%
增持
NVDA
NVIDIA CORPORATION COM
+$18.1K
169
+745%
减持
SLB
SCHLUMBERGER LTD COM STK
-$18.0K
227
-61%
增持
CVS
CVS HEALTH CORP COM
+$17.9K
1,681
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$17.9K
1,308
-9%
减持
HIG
HARTFORD FINL SVCS GROUP INC COM
-$17.7K
793
-28%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$17.6K
350
+5%
增持
CMS
CMS ENERGY CORP COM
+$17.2K
1,504
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$16.9K
488
-9%
增持
MU
MICRON TECHNOLOGY INC COM
+$16.8K
934
+53%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$16.5K
1,073
+25%
增持
DLTR
DOLLAR TREE INC COM
+$16.4K
1,482
+80%
减持
WFC
WELLS FARGO CO NEW COM
-$16.3K
5,389
-0%
