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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 47
减持 95
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$912.3K
1,096
-89%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
-$710.9K
25,119
-44%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
-$685.1K
322,905
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。
+5%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
-$646.8K
231,676
+4%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$618.1K
7,685
-57%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$375.7K
174,300
-9%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$341.6K
4,471
+65%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$245.2K
25,510
-11%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$159.1K
8,082
+21%
增持
SPY
SPDR S&P 500 ETF TRUST
+$148.7K
2,558
+9%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$143.0K
0
-100%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$135.5K
527
-72%
减持
AAPL
APPLE INC COM
+$130.2K
9,014
-1%
减持
PFE
PFIZER INC COM
-$123.9K
3,206
-56%
减持
PEP
PEPSICO INC COM
-$120.4K
1,154
-34%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$119.5K
4,112
+182%
建仓
EFA
ISHARES MSCI EAFE ETF
+$119.2K
1,576
减持
AVGO
BROADCOM INC COM
-$107.3K
2,508
-37%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$105.2K
26,724
+6%
增持
CRM
SALESFORCE INC COM
+$102.5K
373
+360%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$98.0K
14,134
-1%
减持
GE
GE AEROSPACE COM NEW
-$97.9K
4,431
-0%
减持
RAFE
PIMCO RAFI ESG U.S. ETF
-$88.6K
38,787
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$85.8K
714
-55%
减持
JPM
JPMORGAN CHASE & CO. COM
+$78.8K
2,862
-1%
减持
GEV
GE VERNOVA INC COM
+$78.6K
1,091
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$78.5K
281,838
+213%
减持
TGT
TARGET CORP COM
-$78.3K
404
-53%
建仓
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$77.9K
2,875
减持
ORCL
ORACLE CORP COM
-$77.8K
893
-33%
减持
—
TOTALENERGIES SE SPONSORED ADS
-$72.6K
2,868
-19%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$72.5K
994
+1%
减持
ING
ING GROEP N.V. SPONSORED ADR
-$71.9K
7,811
-27%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$71.6K
8,585
+77%
减持
DHI
D R HORTON INC COM
-$71.1K
531
-30%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$71.1K
2,454
-9%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$70.3K
345,093
+206%
减持
—
EXXON MOBIL CORP COM
-$66.9K
5,921
-1%
增持
BAC
BANK AMERICA CORP COM
+$66.6K
9,854
+7%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$65.8K
13,255
-0%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-$65.5K
54,881
+3%
减持
JNJ
JOHNSON & JOHNSON COM
-$64.2K
3,246
-1%
减持
ELV
ELEVANCE HEALTH INC COM
-$62.7K
274
-13%
减持
SNY
SANOFI SPONSORED ADR
-$62.6K
6,146
-1%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$62.5K
20,568
-1%
减持
WFC
WELLS FARGO CO NEW COM
+$58.7K
5,170
-4%
增持
ABBV
ABBVIE INC COM
-$58.0K
2,947
+0%
减持
BCE
BCE INC COM NEW
-$56.1K
78
-95%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$55.3K
728
-47%
减持
NEE
NEXTERA ENERGY INC COM
-$49.2K
3,806
-0%
增持
BAX
BAXTER INTL INC COM
+$47.8K
2,622
+247%
减持
GD
GENERAL DYNAMICS CORP COM
-$47.5K
626
-11%
减持
MU
MICRON TECHNOLOGY INC COM
-$46.1K
603
-35%
减持
CAT
CATERPILLAR INC COM
-$45.8K
375
-19%
增持
ROST
ROSS STORES INC COM
+$43.8K
416
+228%
减持
CMCSA
COMCAST CORP NEW CL A
-$42.6K
9,528
-1%
增持
CL
COLGATE PALMOLIVE CO COM
-$41.6K
5,596
+6%
增持
MRK
MERCK & CO INC COM
-$41.5K
3,163
+1%
增持
GSK
GSK PLC SPONSORED ADR
-$41.1K
6,113
+1%
增持
SAP
SAP SE SPON ADR
+$40.9K
437
+50%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$39.7K
4,278
+6%
清仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$38.3K
0
-100%
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$38.2K
102,218
+2%
增持
COF
CAPITAL ONE FINL CORP COM
+$37.1K
796
+14%
减持
—
UNILEVER PLC SPON ADR NEW
-$37.0K
3,513
-3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$36.5K
234
+19%
减持
INTC
INTEL CORP COM
-$35.8K
1,438
-48%
减持
LKQ
LKQ CORP COM
-$35.5K
284
-75%
减持
IQV
IQVIA HLDGS INC COM
-$35.3K
116
-53%
减持
MDLZ
MONDELEZ INTL INC CL A
-$35.2K
2,379
-1%
增持
GPC
GENUINE PARTS CO COM
+$34.9K
618
+131%
减持
RJF
RAYMOND JAMES FINL INC COM
+$34.6K
1,111
-1%
减持
HSY
HERSHEY CO COM
-$32.6K
872
-7%
减持
DHR
DANAHER CORPORATION COM
-$32.5K
435
-9%
减持
PG
PROCTER AND GAMBLE CO COM
-$32.5K
5,630
-0%
增持
—
CHUBB LIMITED COM
+$32.3K
713
+25%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$31.9K
39
-65%
减持
MS
MORGAN STANLEY COM NEW
+$31.7K
1,700
-3%
减持
—
LINDE PLC SHS
-$31.6K
518
-1%
减持
V
VISA INC COM CL A
+$31.6K
795
-1%
减持
GLD
SPDR GOLD SHARES
-$30.9K
1,124
-10%
减持
WMB
WILLIAMS COS INC COM
-$30.5K
1,304
-41%
减持
PPG
PPG INDS INC COM
-$30.2K
958
-12%
减持
—
ROYAL CARIBBEAN GROUP COM
+$29.6K
595
-2%
减持
CVX
CHEVRON CORP NEW COM
-$28.8K
3,197
-4%
增持
CVS
CVS HEALTH CORP COM
-$28.8K
1,714
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$28.4K
1,013
-12%
减持
LMT
LOCKHEED MARTIN CORP COM
-$28.2K
161
-12%
减持
CSCO
CISCO SYS INC COM
+$27.8K
5,042
-1%
减持
CMI
CUMMINS INC COM
+$27.8K
1,197
-0%
减持
CE
CELANESE CORP DEL COM
-$26.9K
187
-36%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$26.8K
507
-2%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$26.4K
1,169
-13%
减持
—
CRH PLC ORD
-$25.9K
459
-38%
减持
LLY
ELI LILLY & CO COM
-$25.8K
211
-1%
减持
HD
HOME DEPOT INC COM
-$25.8K
1,267
-1%
增持
SMFG
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
+$25.8K
5,445
+29%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$25.5K
1,746
+1%
减持
—
BARRICK GOLD CORP COM
-$25.4K
3,762
-11%
减持
TGNA
TEGNA INC COM
+$25.2K
10,121
-0%
建仓
CNI
CANADIAN NATL RY CO COM
+$24.4K
240
增持
HON
HONEYWELL INTL INC COM
+$24.3K
1,042
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$23.9K
3,538
+4%
减持
HUM
HUMANA INC COM
-$22.8K
131
-26%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$22.3K
7,957
+12%
减持
HIG
HARTFORD FINL SVCS GROUP INC COM
-$22.0K
651
-18%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$21.6K
340
-1%
增持
DIS
DISNEY WALT CO COM
+$21.3K
1,103
+5%
减持
TJX
TJX COS INC NEW COM
-$21.1K
1,277
-14%
增持
BX
BLACKSTONE INC COM
+$20.7K
771
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$20.5K
1,283
-2%
减持
BIDU
BAIDU INC SPON ADR REP A
-$20.2K
10
-95%
减持
SCHW
SCHWAB CHARLES CORP COM
+$20.1K
2,907
-3%
增持
MCK
MCKESSON CORP COM
+$20.1K
82
+52%
减持
BP
BP PLC SPONSORED ADR
-$19.7K
4,530
-7%
减持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
-$19.7K
43,201
-2%
减持
MET
METLIFE INC COM
-$19.4K
851
-21%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$18.8K
431
-46%
清仓
CVE
CENOVUS ENERGY INC COM
-$18.5K
0
-100%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$18.5K
994
-7%
减持
INGR
INGREDION INC COM
-$18.2K
921
-13%
减持
PUK
PRUDENTIAL PLC ADR
-$18.1K
1,619
-32%
增持
TMUS
T-MOBILE US INC COM
+$17.4K
165
+79%
减持
PLD
PROLOGIS INC. COM
-$17.1K
737
-2%
增持
SHEL
SHELL PLC SPON ADS
-$17.0K
7,821
+2%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$16.4K
3,070
+28%
减持
BLK
BLACKROCK INC COM
+$15.9K
286
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$15.8K
180
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$15.7K
1,240
-1%
增持
MFG
MIZUHO FINANCIAL GROUP INC SPONSORED ADR
+$15.4K
11,369
+18%
建仓
KT
KT CORP SPONSORED ADR
+$15.1K
975
减持
T
AT&T INC COM
+$15.0K
26,365
-1%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$14.9K
359
-2%
建仓
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$14.8K
283
增持
—
MEDTRONIC PLC SHS
-$14.6K
1,955
+3%
增持
ADI
ANALOG DEVICES INC COM
+$14.6K
697
+20%
减持
ON
ON SEMICONDUCTOR CORP COM
-$14.6K
1,449
-1%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$14.4K
5,452
+1%
减持
TXN
TEXAS INSTRS INC COM
-$14.1K
720
-0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$14.1K
652
+7%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$14.0K
76
-5%
增持
—
FLEX LTD ORD
+$13.5K
2,645
+0%
减持
TECK
TECK RESOURCES LTD CL B
-$13.5K
799
-9%
减持
AXP
AMERICAN EXPRESS CO COM
+$13.5K
622
-1%
减持
QRVO
QORVO INC COM
-$13.4K
20
-86%
增持
FISV
FISERV INC COM
+$13.3K
413
+4%
减持
DRI
DARDEN RESTAURANTS INC COM
+$13.2K
629
-1%
减持
GILD
GILEAD SCIENCES INC COM
+$13.0K
1,646
-1%
减持
CCI
CROWN CASTLE INC COM
-$13.0K
399
-4%
减持
NEM
NEWMONT CORP COM
-$12.7K
161
-54%
