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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 56
减持 84
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$3.1M
409,630
+37%
增持
VTV
VANGUARD VALUE ETF
+$2.0M
85,291
+11%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.1M
324,859
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%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$560.2K
2,352
+225%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$484.0K
230,138
-0%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$309.5K
28,261
+5%
建仓
—
TOTALENERGIES SE ACT
+$267.6K
4,091
增持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$257.3K
103,349
+1%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$246.0K
351,162
-1%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$233.9K
0
-100%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$195.4K
2,988
减持
ORCL
ORACLE CORP COM
-$184.5K
590
-45%
清仓
—
UNILEVER PLC SPON ADR NEW
-$177.1K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$158.0K
4,086
-54%
减持
MSFT
MICROSOFT CORP COM
-$151.5K
1,444
-12%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$128.0K
5,900
+10%
增持
META
META PLATFORMS INC CL A
+$117.7K
778
+44%
增持
GOOG
ALPHABET INC CAP STK CL C
+$116.2K
559
+130%
减持
AVGO
BROADCOM INC COM
-$113.3K
946
-29%
增持
MRK
MERCK & CO INC COM
+$113.1K
4,158
+8%
减持
CMI
CUMMINS INC COM
+$97.6K
1,166
-1%
减持
MU
MICRON TECHNOLOGY INC COM
+$96.3K
875
-5%
增持
—
EXXON MOBIL CORP COM
+$90.7K
5,732
+8%
增持
UPS
UNITED PARCEL SVCS INC CL B
+$76.0K
1,744
+50%
减持
HD
HOME DEPOT INC COM
-$75.1K
1,169
-1%
增持
WMT
WALMART INC COM
+$73.0K
3,038
+18%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$68.6K
7,371
+1%
减持
EQIX
EQUINIX INC COM
-$68.4K
13
-87%
增持
T
AT&T INC COM
-$65.6K
22,398
+2%
减持
JNJ
JOHNSON & JOHNSON COM
+$61.7K
3,167
-1%
减持
PG
PROCTER & GAMBLE CO COM
-$60.0K
5,566
-0%
减持
—
ROYAL CARIBBEAN GROUP COM
-$57.8K
418
-22%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$54.2K
20,714
+8%
增持
RAFE
PIMCO RAFI ESG U.S. ETF
+$54.0K
38,065
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$50.4K
1,485
-49%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$48.4K
1,690
+28%
减持
BLK
BLACKROCK INC COM
-$47.4K
228
-9%
增持
CSCO
CISCO SYS INC COM
+$47.4K
3,929
+5%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$47.4K
1,953
-21%
减持
—
LINDE PLC SHS
-$47.1K
460
-10%
增持
INTU
INTUIT COM
+$46.8K
80
+789%
增持
SFLO
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
+$46.5K
1,859
+548%
减持
ABT
ABBOTT LABS COM
-$46.4K
2,139
-9%
清仓
—
PINNACLE FINL PARTNERS INC COM
-$45.4K
0
-100%
建仓
PNFP
PINNACLE FINL PARTNERS INC COM
+$44.3K
464
减持
WELL
WELLTOWER INC COM
-$43.1K
461
-36%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$42.9K
886
+94%
减持
MRSH
MARSH COM
-$40.8K
583
-21%
减持
NSC
NORFOLK SOUTHN CORP COM
-$40.4K
163
-44%
增持
EXP
EAGLE MATLS INC COM
+$39.9K
194
+19300%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$38.8K
665
+17%
增持
AMGN
AMGEN INC COM
+$38.4K
752
+2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$37.0K
729
-9%
增持
GSK
GSK PLC SPONSORED ADR
+$36.2K
5,755
+1%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$35.8K
245
-15%
增持
—
EATON CORP PLC SHS
-$35.7K
661
+0%
增持
KO
COCA COLA CO COM
+$35.3K
6,106
+3%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$34.5K
0
-100%
增持
ADBE
ADOBE INC COM
+$33.9K
106
+1078%
减持
MA
MASTERCARD INCORPORATED CL A
-$33.6K
236
-20%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$32.9K
137
-67%
建仓
VALE
VALE S A SPONSORED ADS
+$32.8K
2,514
增持
DHR
DANAHER CORPORATION COM
+$32.7K
556
+17%
减持
JPM
JPMORGAN CHASE & CO. COM
-$32.2K
2,276
-6%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$32.0K
160
-41%
增持
PEP
PEPSICO INC COM
+$32.0K
1,809
+12%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$31.6K
4,574
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$31.4K
527
+19%
增持
KVUE
KENVUE INC COM
+$31.2K
6,579
+30%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$31.1K
8,946
+0%
增持
DG
DOLLAR GEN CORP NEW COM
+$30.7K
955
+3%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$30.0K
368
增持
HDB
HDFC BANK LTD SPONSORED ADS
+$30.0K
2,083
+54%
减持
NVDA
NVIDIA CORPORATION COM
-$29.7K
337
-32%
减持
CVX
CHEVRON CORP NEW COM
-$29.4K
2,804
-5%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$29.0K
512
-47%
减持
DHI
D R HORTON INC COM
-$28.9K
549
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$28.3K
1,185
-5%
减持
B
BARRICK MNG CORP COM SHS
-$28.0K
1,553
-47%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$27.9K
132,304
-10%
减持
VRSN
VERISIGN INC COM
-$27.2K
57
-61%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$27.2K
279
-13%
增持
ABBV
ABBVIE INC COM
+$27.0K
2,429
+7%
增持
C
CITIGROUP INC COM NEW
+$26.6K
1,398
+4%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$26.1K
1,175
-32%
减持
—
CRH PLC ORD
-$26.0K
218
-51%
增持
NTR
NUTRIEN LTD COM
+$25.4K
2,651
+13%
减持
ISMF
ISHARES MANAGED FUTURES ACTIVE ETF
-$25.0K
2,939
-24%
减持
—
SEALED AIR CORP NEW COM
-$25.0K
99
-88%
增持
PGR
PROGRESSIVE CORP COM
+$24.9K
658
+30%
减持
CRM
SALESFORCE INC COM
-$24.5K
175
-41%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$24.0K
239
+1%
增持
SMFG
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
+$23.6K
8,965
+0%
减持
—
FLEX LTD ORD
-$23.3K
2,035
-19%
减持
MDLZ
MONDELEZ INTL INC CL A
-$23.3K
2,229
-3%
减持
SO
SOUTHERN CO COM
-$23.2K
943
-15%
减持
BN
BROOKFIELD CORP CL A LTD VT SH
-$23.2K
54
-86%
减持
GLD
SPDR GOLD SHARES
+$22.8K
881
-4%
增持
USB
US BANCORP DEL COM NEW
+$22.8K
3,304
+4%
减持
TXN
TEXAS INSTRS INC COM
-$22.6K
667
-11%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$22.4K
4,245
+21%
减持
—
ASML HLDG NV N Y REGISTRY SHS
-$22.4K
46
-38%
清仓
—
NOMAD FOODS LTD USD ORD SHS
-$22.1K
0
-100%
减持
HON
HONEYWELL INTL INC COM
-$22.1K
653
-8%
增持
NWG
NATWEST GROUP PLC SPONS ADR
+$21.9K
6,467
+0%
减持
AMAT
APPLIED MATLS INC COM
+$21.8K
464
-3%
减持
EOG
EOG RES INC COM
-$21.7K
871
-14%
增持
SNY
SANOFI SA SPONSORED ADR
+$20.6K
5,701
+5%
减持
CVS
CVS HEALTH CORP COM
-$20.5K
1,320
-21%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$20.4K
866
+104%
减持
TWLO
TWILIO INC CL A
-$19.1K
21
-90%
减持
—
CHUBB LIMITED COM
-$18.7K
537
-19%
减持
KDP
KEURIG DR PEPPER INC COM
-$18.7K
876
-48%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$18.6K
306
+75%
减持
RJF
RAYMOND JAMES FINL INC COM
-$18.6K
1,073
-3%
减持
EXR
EXTRA SPACE STORAGE INC COM
-$18.6K
74
-63%
减持
ING
ING GROEP N.V. SPONSORED ADR
+$18.3K
10,922
-1%
减持
ALB
ALBEMARLE CORP COM
+$18.2K
332
-6%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$18.1K
1,419
+1%
减持
KLAC
KLA CORP COM NEW
-$18.0K
34
-38%
增持
CTRA
COTERRA ENERGY INC COM
+$17.4K
3,219
+13%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$17.4K
14,192
+5%
减持
RY
ROYAL BK CDA COM
+$17.2K
760
-0%
减持
LLY
ELI LILLY & CO COM
+$16.7K
149
-21%
增持
UNP
UNION PAC CORP COM
+$16.6K
1,631
+7%
减持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
+$16.6K
22,181
-0%
减持
BX
BLACKSTONE INC COM
-$16.5K
598
-6%
减持
TMUS
T-MOBILE US INC COM
-$16.5K
130
-27%
减持
NEE
NEXTERA ENERGY INC COM
+$16.4K
3,670
-0%
增持
WDC
WESTERN DIGITAL CORP COM
+$16.3K
285
+4%
减持
SRE
SEMPRA COM
-$16.2K
466
-27%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$16.1K
1,018
-19%
减持
WFC
WELLS FARGO & CO COM
+$15.9K
4,666
-7%
减持
DRI
DARDEN RESTAURANTS INC COM
-$15.6K
538
-11%
减持
VNO
VORNADO RLTY TR SH BEN INT
-$15.6K
1,770
-4%
增持
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
+$15.5K
29,609
+13%
减持
YUM
YUM BRANDS INC COM
-$15.5K
353
-22%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$15.4K
328
-4%
减持
PM
PHILIP MORRIS INTL INC COM
-$15.3K
1,665
-4%
减持
SBUX
STARBUCKS CORP COM
-$15.1K
1,889
-8%
减持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
-$15.0K
11,126
-10%
减持
DOV
DOVER CORP COM
+$15.0K
539
-0%
减持
KKR
KKR & CO INC COM
-$15.0K
433
-20%
减持
KGC
KINROSS GOLD CORP COM
+$14.9K
5,267
-2%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$14.9K
13,552
-0%
增持
GIS
GENERAL MLS INC COM
+$14.7K
578
+140%
增持
SPGI
S&P GLOBAL INC COM
+$14.6K
257
+4%
增持
TRV
TRAVELERS COMPANIES INC COM
+$14.5K
617
+5%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$14.4K
1,432
-25%
减持
SHEL
SHELL PLC SPON ADS
+$14.4K
7,914
-0%
