小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 61
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$2.3M
325,887
+1%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.1M
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$909.8K
72,318
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。
+6%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$793.1K
234,840
+1%
清仓
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
-$729.7K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$534.0K
294,487
+4%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$401.3K
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$284.1K
157,711
-10%
减持
AAPL
APPLE INC COM
-$281.4K
8,895
-1%
减持
AVGO
BROADCOM INC COM
-$280.2K
1,799
-28%
减持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$278.9K
100,795
-1%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$266.2K
23,471
+14%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$238.1K
356,202
+3%
减持
SPY
SPDR S&P 500 ETF TRUST
-$174.2K
2,369
-7%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$161.8K
2,132
+305%
减持
GE
GE AEROSPACE COM NEW
+$147.4K
4,429
-0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$136.0K
5,486
+23%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$132.6K
1,259
-69%
清仓
EFA
ISHARES MSCI EAFE ETF
-$119.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
-$101.7K
2,382
-17%
增持
TGT
TARGET CORP COM
+$100.5K
1,486
+268%
增持
ING
ING GROEP N.V. SPONSORED ADR
+$96.4K
11,169
+43%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$96.1K
7,498
-8%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$95.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$86.0K
13,581
+2%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$81.2K
3,672
+28%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$80.7K
26,426
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$80.4K
1,243
-3%
增持
AMGN
AMGEN INC COM
+$79.3K
749
+27%
减持
SHEL
SHELL PLC SPON ADS
+$78.4K
7,756
-1%
清仓
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
-$77.9K
0
-100%
减持
T
AT&T INC COM
+$74.1K
23,848
-10%
减持
HON
HONEYWELL INTL INC COM
-$69.8K
782
-25%
增持
MSFT
MICROSOFT CORP COM
-$68.5K
1,727
+2%
减持
EXPE
EXPEDIA GROUP INC COM NEW
-$68.1K
4
-99%
减持
CRM
SALESFORCE INC COM
-$68.1K
211
-43%
减持
CSCO
CISCO SYS INC COM
-$64.8K
3,787
-25%
增持
—
CHUBB LIMITED COM
+$58.8K
847
+19%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
+$58.5K
54,967
+0%
减持
HD
HOME DEPOT INC COM
-$57.8K
1,187
-6%
减持
CVX
CHEVRON CORP NEW COM
+$57.7K
3,113
-3%
减持
JNJ
JOHNSON & JOHNSON COM
+$56.8K
3,173
-2%
减持
PM
PHILIP MORRIS INTL INC COM
+$56.3K
1,756
-5%
增持
SMFG
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
+$55.8K
8,711
+60%
减持
BLK
BLACKROCK INC COM
-$54.7K
252
-12%
减持
WPP
WPP PLC NEW ADR
-$53.2K
92
-92%
减持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
-$52.9K
0
-100%
减持
USB
US BANCORP DEL COM NEW
-$52.2K
2,622
-23%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
+$51.3K
30,195
-0%
减持
ABBV
ABBVIE INC COM
+$50.9K
2,742
-7%
减持
WMT
WALMART INC COM
-$50.9K
1,654
-24%
减持
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$50.6K
1,001
-67%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$50.6K
573
-12%
减持
PYPL
PAYPAL HLDGS INC COM
-$49.6K
1,578
-12%
减持
KO
COCA COLA CO COM
+$49.5K
6,183
-2%
增持
ELV
ELEVANCE HEALTH INC COM
+$48.5K
344
+26%
增持
ABT
ABBOTT LABS COM
+$47.8K
2,417
+0%
减持
CMI
CUMMINS INC COM
-$47.1K
1,181
-1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$46.9K
1,588
+57%
减持
CAT
CATERPILLAR INC COM
-$46.7K
271
-28%
增持
CVS
CVS HEALTH CORP COM
+$46.4K
1,821
+6%
增持
NWG
NATWEST GROUP PLC SPONS ADR
+$46.4K
6,582
+109%
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$46.1K
14,178
+0%
增持
BAX
BAXTER INTL INC COM
+$44.9K
3,546
+35%
增持
KGC
KINROSS GOLD CORP COM
+$44.8K
6,295
+69%
增持
OZK
BANK OZK LITTLE ROCK ARK COM
+$44.0K
1,035
+4829%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
-$42.4K
495
-87%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$42.1K
259
-40%
减持
GM
GENERAL MTRS CO COM
-$42.0K
639
-53%
减持
ORCL
ORACLE CORP COM
-$41.9K
765
-14%
增持
CNC
CENTENE CORP DEL COM
+$41.3K
927
+274%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$40.8K
9,424
+17%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$40.5K
1,437
+45%
增持
SBUX
STARBUCKS CORP COM
+$40.4K
2,264
+14%
建仓
EELV
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
+$39.8K
1,639
减持
SAN
BANCO SANTANDER S.A. ADR
-$39.2K
9,996
-57%
减持
LMT
LOCKHEED MARTIN CORP COM
-$38.9K
88
-45%
增持
APH
AMPHENOL CORP NEW CL A
+$38.1K
945
+175%
增持
LKQ
LKQ CORP COM
+$37.8K
1,135
+300%
建仓
CVE
CENOVUS ENERGY INC COM
+$37.6K
2,703
增持
BNY
BANK NEW YORK MELLON CORP COM
+$37.5K
4,366
+2%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$37.4K
9,292
+8%
减持
AMAT
APPLIED MATLS INC COM
-$36.1K
434
-29%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$35.2K
2,458
+0%
增持
APD
AIR PRODS & CHEMS INC COM
+$35.0K
454
+33%
减持
—
EXXON MOBIL CORP COM
+$34.7K
5,647
-5%
减持
MS
MORGAN STANLEY COM NEW
-$34.2K
1,539
-9%
增持
IQV
IQVIA HLDGS INC COM
+$34.1K
323
+178%
增持
SCHW
SCHWAB CHARLES CORP COM
+$34.1K
3,184
+10%
减持
WFC
WELLS FARGO CO NEW COM
-$33.8K
4,587
-11%
减持
FDX
FEDEX CORP COM
-$33.6K
153
-39%
增持
PUK
PRUDENTIAL PLC ADR
+$33.5K
2,759
+70%
减持
—
UBS GROUP AG SHS
-$33.2K
2,752
-29%
增持
PGR
PROGRESSIVE CORP COM
+$33.1K
686
+2%
减持
ON
ON SEMICONDUCTOR CORP COM
-$33.1K
1,432
-1%
清仓
ORANY
ORANGE SPONSORED ADR
-$32.3K
0
-100%
减持
BAC
BANK AMERICA CORP COM
-$31.5K
9,623
-2%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$31.5K
238
减持
BX
BLACKSTONE INC COM
-$31.3K
727
-6%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$31.2K
245
+30%
增持
NVDA
NVIDIA CORPORATION COM
+$31.2K
492
+198%
减持
PFE
PFIZER INC COM
-$31.0K
2,133
-33%
增持
MA
MASTERCARD INCORPORATED CL A
+$30.7K
254
+23%
减持
AXP
AMERICAN EXPRESS CO COM
-$28.8K
579
-7%
增持
KB
KB FINL GROUP INC SPONSORED ADR
+$28.3K
926
+142%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$28.1K
259
-28%
减持
GEV
GE VERNOVA INC COM
-$27.6K
1,085
-1%
减持
NTRS
NORTHERN TR CORP COM
-$27.2K
155
-63%
增持
TECK
TECK RESOURCES LTD CL B
+$27.2K
1,636
+105%
增持
KT
KT CORP SPONSORED ADR
+$26.9K
2,371
+143%
增持
META
META PLATFORMS INC CL A
+$26.6K
163
+42%
增持
GPC
GENUINE PARTS CO COM
+$26.3K
826
+34%
减持
BP
BP PLC SPONSORED ADR
-$26.1K
3,191
-30%
减持
GILD
GILEAD SCIENCES INC COM
+$25.9K
1,588
-4%
增持
—
CRH PLC ORD
+$25.6K
774
+69%
减持
PPG
PPG INDS INC COM
-$25.5K
813
-15%
增持
HSY
HERSHEY CO COM
+$25.1K
1,010
+16%
增持
MU
MICRON TECHNOLOGY INC COM
+$24.9K
871
+44%
增持
MRK
MERCK & CO INC COM
-$24.9K
3,228
+2%
增持
—
EVEREST GROUP LTD COM
+$24.8K
154
+79%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$24.6K
1,214
-2%
减持
GD
GENERAL DYNAMICS CORP COM
-$24.6K
515
-18%
减持
ROST
ROSS STORES INC COM
-$24.0K
305
-27%
减持
—
ROYAL CARIBBEAN GROUP COM
-$23.4K
554
-7%
减持
CMCSA
COMCAST CORP NEW CL A
-$22.9K
9,069
-5%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$22.6K
973
-3%
减持
TJX
TJX COS INC NEW COM
-$22.4K
1,083
-15%
减持
EIX
EDISON INTL COM
-$22.3K
127
-66%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$22.1K
393
-10%
减持
RTX
RTX CORPORATION COM
+$21.5K
1,342
-1%
增持
CDW
CDW CORP COM
+$21.4K
142
+1675%
减持
DIS
DISNEY WALT CO COM
-$21.3K
1,029
-7%
减持
AEM
AGNICO EAGLE MINES LTD COM
+$20.0K
664
-0%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
-$19.8K
19,122
+4%
减持
TFC
TRUIST FINL CORP COM
-$19.8K
3,733
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$19.5K
686
-21%
减持
MET
METLIFE INC COM
-$19.4K
626
-26%
增持
YUM
YUM BRANDS INC COM
+$19.4K
551
+10%
增持
TMUS
T-MOBILE US INC COM
+$19.3K
209
+27%
建仓
STM
STMICROELECTRONICS N V NY REGISTRY
+$19.3K
877
增持
EQNR
EQUINOR ASA SPONSORED ADR
+$19.2K
2,188
+34%
减持
RJF
RAYMOND JAMES FINL INC COM
-$18.8K
1,107
-0%
减持
—
LINDE PLC SHS
+$18.7K
506
-2%
减持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
-$18.7K
25,863
-40%
减持
MDLZ
MONDELEZ INTL INC CL A
+$18.7K
2,370
-0%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$18.3K
204
-19%
增持
UNP
UNION PAC CORP COM
+$18.2K
1,496
+2%
减持
FISV
FISERV INC COM
-$18.1K
302
-27%
增持
TM
TOYOTA MOTOR CORP ADS
+$18.1K
604
+33%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$18.1K
1,700
+345%
