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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 70
减持 74
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$2.1M
335,131
+3%
增持
VTV
VANGUARD VALUE ETF
+$1.0M
76,439
+6%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$866.0K
233,710
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。
-0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$505.2K
291,646
-1%
增持
META
META PLATFORMS INC CL A
+$292.8K
524
+221%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$254.2K
790
-17%
减持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
-$245.7K
97,508
-3%
减持
GE
GE AEROSPACE COM NEW
+$236.0K
4,361
-2%
减持
GEV
GE VERNOVA INC COM
+$224.9K
1,051
-3%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$220.9K
351,704
-1%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$216.7K
20,192
-14%
减持
MSFT
MICROSOFT CORP COM
+$191.4K
1,688
-2%
减持
AAPL
APPLE INC COM
-$156.4K
8,868
-0%
增持
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
+$144.7K
2,297
+272%
增持
SPY
SPDR S&P 500 ETF TRUST
+$143.0K
2,376
+0%
减持
AVGO
BROADCOM INC COM
+$139.8K
1,600
-11%
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$132.3K
14,221
+0%
减持
ABBV
ABBVIE INC COM
-$127.2K
2,410
-12%
增持
JPM
JPMORGAN CHASE & CO. COM
+$122.5K
2,438
+2%
增持
ORCL
ORACLE CORP COM
+$122.2K
1,048
+37%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$120.7K
26,530
+0%
减持
CVX
CHEVRON CORP NEW COM
-$101.8K
2,926
-6%
增持
AMZN
AMAZON COM INC COM
+$92.5K
472
+714%
增持
BAC
BANK AMERICA CORP COM
+$91.1K
10,412
+8%
减持
DLTR
DOLLAR TREE INC COM
-$83.0K
103
-92%
减持
—
EXXON MOBIL CORP COM
-$73.5K
5,548
-2%
建仓
ISMF
ISHARES MANAGED FUTURES ACTIVE ETF
+$72.9K
2,950
清仓
—
BARRICK GOLD CORP COM
-$71.1K
0
-100%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$70.2K
4,053
-9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$67.2K
726
+85%
增持
BF/B
BROWN FORMAN CORP CL B
+$65.7K
2,559
+2622%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$64.7K
2,030
+60%
增持
—
EATON CORP PLC SHS
+$63.6K
680
+3%
增持
DOC
HEALTHPEAK PROPERTIES INC COM
+$62.7K
4,440
+497%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$62.5K
3,172
-8%
增持
NTR
NUTRIEN LTD COM
+$61.5K
2,052
+76%
建仓
B
BARRICK MNG CORP COM SHS
+$60.8K
2,918
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$60.1K
147,316
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$59.2K
1,241
-0%
减持
—
ROYAL CARIBBEAN GROUP COM
+$58.4K
550
-1%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$57.3K
6,173
+13%
增持
—
CARNIVAL CORP PAIRED CTF
+$56.8K
2,174
+871%
增持
—
ICON PLC SHS
+$56.1K
412
+1773%
减持
—
CHUBB LIMITED COM
-$55.3K
692
-18%
增持
PG
PROCTER AND GAMBLE CO COM
-$53.6K
5,615
+1%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$53.5K
10,580
+14%
增持
WMT
WALMART INC COM
+$53.2K
2,029
+23%
增持
AMAT
APPLIED MATLS INC COM
+$51.8K
627
+44%
减持
TGT
TARGET CORP COM
-$50.3K
1,062
-29%
增持
AXP
AMERICAN EXPRESS CO COM
+$47.4K
637
+10%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$47.3K
2,558
+43%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$47.0K
4,535
+4%
减持
PGR
PROGRESSIVE CORP COM
-$46.8K
552
-20%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$46.0K
1,275
-20%
建仓
KOF
COCA-COLA FEMSA SAB DE CV SPONS ADS REP
+$43.5K
450
减持
MCD
MCDONALDS CORP COM
-$43.3K
1,046
-6%
增持
COF
CAPITAL ONE FINL CORP COM
+$43.2K
837
+11%
增持
WFC
WELLS FARGO CO NEW COM
+$42.5K
4,640
+1%
清仓
—
DISCOVER FINL SVCS COM
-$42.2K
0
-100%
减持
—
FLEX LTD ORD
+$41.9K
2,562
-1%
增持
CRM
SALESFORCE INC COM
+$41.8K
361
+71%
减持
FISV
FISERV INC COM
-$40.8K
150
-50%
减持
PM
PHILIP MORRIS INTL INC COM
+$39.8K
1,749
-0%
增持
MS
MORGAN STANLEY COM NEW
+$39.8K
1,557
+1%
增持
TJX
TJX COS INC NEW COM
+$39.6K
1,389
+28%
增持
MU
MICRON TECHNOLOGY INC COM
+$39.6K
935
+7%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$39.2K
1,127
+60%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$39.2K
246
-0%
减持
SAP
SAP SE SPON ADR
-$38.9K
211
-45%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$38.3K
1,751
-18%
增持
DIS
DISNEY WALT CO COM
+$37.7K
1,123
+9%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$36.8K
658
+133%
增持
JNJ
JOHNSON & JOHNSON COM
-$36.8K
3,204
+1%
增持
PEP
PEPSICO INC COM
+$36.4K
1,492
+39%
减持
SCHW
SCHWAB CHARLES CORP COM
-$35.5K
2,343
-26%
减持
—
AON PLC SHS CL A
-$35.4K
102
-43%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$35.2K
271
+5%
增持
USB
US BANCORP DEL COM NEW
+$34.9K
3,217
+23%
减持
SBUX
STARBUCKS CORP COM
-$34.7K
2,045
-10%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$34.3K
1,292
+10%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$34.3K
120
+224%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$34.2K
8,890
-6%
减持
MCK
MCKESSON CORP COM
-$33.6K
25
-68%
增持
BRO
BROWN & BROWN INC COM
+$33.5K
332
+1130%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$32.7K
419
+28%
减持
LLY
ELI LILLY & CO COM
-$32.4K
182
-14%
增持
DE
DEERE & CO COM
+$32.1K
268
+21%
减持
BDX
BECTON DICKINSON & CO COM
-$31.1K
177
-34%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$31.0K
421
+207%
增持
CNQ
CANADIAN NAT RES LTD COM
+$30.7K
1,788
+117%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$30.5K
13,532
-0%
增持
MMM
3M CO COM
+$30.3K
530
+55%
增持
DG
DOLLAR GEN CORP NEW COM
+$29.4K
965
+5%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$28.8K
19,285
+1%
减持
—
CRH PLC ORD
-$28.5K
431
-44%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$28.2K
7,870
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$27.4K
232
+164%
减持
COP
CONOCOPHILLIPS COM
-$27.3K
1,320
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$27.1K
487
-29%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$26.5K
651
-6%
减持
CAG
CONAGRA BRANDS INC COM
-$26.4K
877
-47%
减持
RAFE
PIMCO RAFI ESG U.S. ETF
+$26.3K
37,797
-3%
减持
APH
AMPHENOL CORP NEW CL A
+$26.0K
891
-6%
减持
CSCO
CISCO SYS INC COM
+$25.8K
3,740
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$25.5K
499
+1%
减持
KO
COCA COLA CO COM
-$25.5K
5,899
-5%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$25.0K
3,496
+0%
减持
HAL
HALLIBURTON CO COM
-$25.0K
273
-77%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$24.9K
349
-49%
增持
SNY
SANOFI SPONSORED ADR
-$24.9K
5,476
+5%
减持
BLK
BLACKROCK INC COM
+$24.8K
251
-0%
减持
ING
ING GROEP N.V. SPONSORED ADR
+$24.6K
11,128
-0%
增持
PH
PARKER-HANNIFIN CORP COM
+$24.6K
224
+3%
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$24.4K
1,845
+21%
减持
RYAAY
RYANAIR HOLDINGS PLC SPONSORED ADR
-$24.0K
50
-92%
增持
TXN
TEXAS INSTRS INC COM
+$23.7K
752
+2%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$23.5K
30,065
-0%
减持
T
AT&T INC COM
-$22.7K
22,520
-6%
增持
SAN
BANCO SANTANDER S.A. ADR
+$22.4K
10,766
+8%
减持
NVS
NOVARTIS AG SPONSORED ADR
+$22.2K
2,448
-0%
减持
—
MEDTRONIC PLC SHS
-$21.9K
1,664
-10%
减持
KVUE
KENVUE INC COM
-$21.8K
5,267
-4%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$21.7K
332
+36%
减持
EOG
EOG RES INC COM
-$21.3K
994
-9%
减持
HMC
HONDA MOTOR LTD ADR ECH CNV IN 3
-$20.7K
5,146
-17%
减持
GILD
GILEAD SCIENCES INC COM
-$20.6K
1,419
-11%
减持
ELV
ELEVANCE HEALTH INC COM
-$20.1K
333
-3%
增持
RJF
RAYMOND JAMES FINL INC COM
+$19.8K
1,132
+2%
清仓
STM
STMICROELECTRONICS N V NY REGISTRY
-$19.3K
0
-100%
增持
NKE
NIKE INC CL B
+$19.2K
1,055
+20%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$19.2K
1,037
-15%
减持
GPN
GLOBAL PMTS INC COM
-$19.1K
551
-15%
减持
CL
COLGATE PALMOLIVE CO COM
-$18.8K
5,562
-1%
增持
KKR
KKR & CO INC COM
+$18.6K
589
+14%
减持
UNP
UNION PAC CORP COM
-$18.4K
1,456
-3%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$18.4K
537
+16%
增持
TWLO
TWILIO INC CL A
+$18.2K
169
+483%
增持
KT
KT CORP SPONSORED ADR
+$18.1K
2,890
+22%
减持
—
HOLOGIC INC COM
-$18.0K
174
-63%
增持
MRK
MERCK & CO INC COM
+$17.3K
3,879
+20%
减持
ARE
ALEXANDRIA REAL ESTATE EQ INC COM
-$17.2K
334
-25%
减持
RTX
RTX CORPORATION COM
+$17.2K
1,335
-1%
增持
MDB
MONGODB INC CL A
+$17.1K
94
+527%
减持
ADI
ANALOG DEVICES INC COM
+$17.0K
641
-5%
减持
SNPS
SYNOPSYS INC COM
+$17.0K
213
-1%
增持
ON
ON SEMICONDUCTOR CORP COM
+$16.9K
1,434
+0%
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$16.8K
760
+40%
减持
CAT
CATERPILLAR INC COM
-$16.8K
187
-31%
增持
NWG
NATWEST GROUP PLC SPONS ADR
+$16.7K
6,722
+2%
减持
PLD
PROLOGIS INC. COM
-$16.3K
611
-15%
