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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 59
减持 82
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$850.1K
326,171
-3%
增持
VTV
VANGUARD VALUE ETF
+$820.8K
76,844
+1%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$678.3K
353,959
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。
+1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$606.3K
146,548
-1%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$567.4K
230,924
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$432.9K
298,959
+3%
减持
AAPL
APPLE INC COM
+$418.2K
8,788
-1%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$340.0K
26,939
+2%
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$316.3K
102,417
+5%
减持
GE
GE AEROSPACE COM NEW
+$188.2K
4,357
-0%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$130.3K
457
-74%
减持
CMI
CUMMINS INC COM
+$110.8K
1,178
-0%
减持
JNJ
JOHNSON & JOHNSON COM
+$104.3K
3,202
-0%
增持
RAFE
PIMCO RAFI ESG U.S. ETF
+$102.7K
37,944
+0%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$101.7K
8,917
+0%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$96.6K
102
-69%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$92.1K
5,374
+2%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$88.6K
1,624
+147%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$86.2K
4,583
+1%
减持
ABBV
ABBVIE INC COM
+$80.7K
2,280
-5%
增持
HSY
HERSHEY CO COM
+$76.6K
1,270
+31%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$73.5K
20,075
-1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$73.0K
7,279
+0%
增持
ORCL
ORACLE CORP COM
+$70.4K
1,065
+2%
减持
CL
COLGATE PALMOLIVE CO COM
-$69.0K
5,461
-2%
增持
WMT
WALMART INC COM
+$67.1K
2,576
+27%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$62.2K
1,316
+211%
减持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$61.7K
26,125
-13%
增持
BAC
BANK AMERICA CORP COM
+$60.5K
10,724
+3%
建仓
KLAC
KLA CORP COM NEW
+$59.3K
55
减持
JPM
JPMORGAN CHASE & CO. COM
+$58.7K
2,427
-0%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$57.4K
12,412
+17%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$54.3K
1,904
+45%
增持
C
CITIGROUP INC COM NEW
+$52.2K
1,345
+36%
减持
AXP
AMERICAN EXPRESS CO COM
-$52.1K
455
-29%
增持
DHI
D R HORTON INC COM
+$51.9K
637
+46%
清仓
BCD
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF
-$51.1K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$48.1K
724
-0%
减持
CMCSA
COMCAST CORP NEW CL A
-$47.8K
8,916
-3%
减持
KGC
KINROSS GOLD CORP COM
+$47.4K
5,367
-2%
增持
WFC
WELLS FARGO CO NEW COM
+$47.2K
4,998
+8%
减持
TGNA
TEGNA INC COM
-$46.5K
6,063
-40%
减持
—
CARNIVAL CORP PAIRED CTF
-$46.2K
515
-76%
减持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$46.0K
19,207
-0%
增持
RRX
REGAL REXNORD CORPORATION COM
+$44.9K
320
+4471%
清仓
—
HESS CORP COM
-$44.2K
0
-100%
减持
ING
ING GROEP N.V. SPONSORED ADR
+$44.1K
11,023
-1%
减持
GLD
SPDR GOLD SHARES
+$44.0K
918
-1%
增持
HDB
HDFC BANK LTD SPONSORED ADS
+$43.7K
1,350
+4119%
增持
CFG
CITIZENS FINL GROUP INC COM
+$43.4K
1,218
+156%
减持
DIS
DISNEY WALT CO COM
-$42.3K
847
-25%
减持
HD
HOME DEPOT INC COM
+$41.7K
1,178
-1%
建仓
FLS
FLOWSERVE CORP COM
+$39.7K
748
减持
MU
MICRON TECHNOLOGY INC COM
+$38.2K
917
-2%
增持
CVX
CHEVRON CORP NEW COM
+$37.7K
2,941
+1%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
+$37.4K
56,765
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$36.9K
5,582
-1%
减持
PM
PHILIP MORRIS INTL INC COM
-$36.2K
1,741
-0%
增持
PLD
PROLOGIS INC. COM
+$35.3K
869
+42%
增持
—
MEDTRONIC PLC SHS
+$35.0K
1,891
+14%
增持
APH
AMPHENOL CORP NEW CL A
+$32.7K
975
+9%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$32.6K
566
-2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$31.7K
1,161
-9%
建仓
ODV
OSISKO DEVELOPMENT CORP COM NEW
+$31.6K
9,333
增持
UNH
UNITEDHEALTH GROUP INC COM
+$31.2K
804
+2%
增持
PEP
PEPSICO INC COM
+$30.6K
1,621
+9%
减持
T
AT&T INC COM
-$29.8K
22,024
-2%
增持
ISMF
ISHARES MANAGED FUTURES ACTIVE ETF
+$29.4K
3,860
+31%
减持
BAX
BAXTER INTL INC COM
-$28.2K
3,625
-1%
减持
BLK
BLACKROCK INC COM
+$28.1K
250
-0%
减持
KVUE
KENVUE INC COM
-$28.0K
5,070
-4%
减持
CRM
SALESFORCE INC COM
-$27.6K
299
-17%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$26.9K
302
+26%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$26.5K
236
+9%
增持
MA
MASTERCARD INCORPORATED CL A
+$26.2K
296
+17%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$26.0K
288
-4%
增持
UNP
UNION PAC CORP COM
+$25.7K
1,526
+5%
增持
KO
COCA COLA CO COM
-$25.7K
5,905
+0%
减持
DRI
DARDEN RESTAURANTS INC COM
-$25.3K
602
-6%
减持
ALL
ALLSTATE CORP COM
-$25.0K
86
-60%
减持
FDS
FACTSET RESH SYS INC COM
-$25.0K
150
-1%
减持
GD
GENERAL DYNAMICS CORP COM
+$24.7K
507
-0%
减持
MS
MORGAN STANLEY COM NEW
+$24.5K
1,534
-1%
减持
HON
HONEYWELL INTL INC COM
-$23.3K
710
-4%
减持
RTX
RTX CORPORATION COM
+$23.1K
1,303
-2%
减持
TJX
TJX COS INC NEW COM
+$23.0K
1,346
-3%
减持
GSK
GSK PLC SPONSORED ADR
+$22.4K
5,701
-2%
减持
PGR
PROGRESSIVE CORP COM
-$22.4K
506
-8%
清仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$22.1K
0
-100%
减持
SAP
SAP SE SPON ADR
-$21.9K
158
-25%
增持
CAT
CATERPILLAR INC COM
+$21.9K
198
+6%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$21.8K
158
+32%
减持
INTC
INTEL CORP COM
+$21.8K
1,977
-1%
减持
SAN
BANCO SANTANDER S.A. ADR
+$21.4K
10,573
-2%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$20.4K
4,076
+1%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$20.4K
2,469
+1%
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$20.3K
1,866
+1%
清仓
—
OSISKO DEVELOPMENT CORP COM NEW
-$20.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
+$19.9K
3,686
-1%
增持
DC
DAKOTA GOLD CORP COM
+$19.9K
7,632
+90%
增持
PPG
PPG INDS INC COM
+$19.7K
994
+33%
增持
LOW
LOWES COS INC COM
+$19.3K
639
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$18.8K
442
-9%
减持
—
UBS GROUP AG SHS
+$18.8K
2,651
-0%
增持
NTR
NUTRIEN LTD COM
+$18.8K
2,355
+15%
增持
—
ICON PLC SHS
+$18.5K
448
+9%
减持
—
FLEX LTD ORD
+$18.4K
2,523
-2%
减持
GEV
GE VERNOVA INC COM
+$18.2K
934
-11%
增持
GOOG
ALPHABET INC CAP STK CL C
+$18.0K
243
+5%
减持
CSX
CSX CORP COM
-$17.9K
2,827
-22%
增持
TXN
TEXAS INSTRS INC COM
-$17.8K
753
+0%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$17.8K
1,122
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$17.7K
1,024
-1%
减持
MRK
MERCK & CO INC COM
+$17.5K
3,867
-0%
减持
AMAT
APPLIED MATLS INC COM
-$17.3K
476
-24%
减持
WELL
WELLTOWER INC COM
+$17.3K
722
-0%
减持
RJF
RAYMOND JAMES FINL INC COM
+$17.3K
1,106
-2%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$17.1K
3,508
+0%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$17.0K
240
-2%
增持
BP
BP PLC SPONSORED ADR
+$16.5K
3,199
+2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$16.4K
1,419
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$16.4K
2,893
-9%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$15.6K
576
-34%
增持
SMFG
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
+$15.3K
8,943
+1%
减持
MDLZ
MONDELEZ INTL INC CL A
-$14.8K
2,293
-2%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$14.8K
13,620
-4%
减持
V
VISA INC COM CL A
-$14.7K
688
-2%
减持
CI
THE CIGNA GROUP COM
-$14.7K
315
-1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$14.7K
7,743
-2%
减持
DE
DEERE & CO COM
-$14.6K
266
-1%
增持
IQV
IQVIA HLDGS INC COM
+$14.4K
332
+7%
减持
DG
DOLLAR GEN CORP NEW COM
-$14.3K
930
-4%
减持
—
CHUBB LIMITED COM
-$14.2K
660
-5%
清仓
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
-$14.2K
0
-100%
减持
ABT
ABBOTT LABS COM
-$14.1K
2,347
-3%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$14.0K
1,740
+1%
减持
KDP
KEURIG DR PEPPER INC COM
-$13.8K
1,694
-2%
减持
NVDA
NVIDIA CORPORATION COM
+$13.7K
496
-1%
减持
SPGI
S&P GLOBAL INC COM
-$13.7K
246
-3%
增持
—
CRH PLC ORD
+$13.7K
444
+3%
减持
PYPL
PAYPAL HLDGS INC COM
-$13.4K
1,501
-2%
减持
INGR
INGREDION INC COM
-$13.4K
902
-1%
增持
SBUX
STARBUCKS CORP COM
-$13.2K
2,059
+1%
减持
DOW
DOW INC COM
-$13.1K
269
-63%
增持
VRSN
VERISIGN INC COM
+$13.1K
147
+52%
减持
BX
BLACKSTONE INC COM
+$13.1K
636
-0%
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$13.0K
972
+28%
减持
ALGN
ALIGN TECHNOLOGY INC COM
-$13.0K
14
-82%
减持
NXT
NEXTRACKER INC CLASS A COM
+$12.6K
661
-1%
清仓
—
JUNIPER NETWORKS INC COM
-$12.6K
0
-100%
