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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 53
减持 88
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.8M
423,476
+3%
增持
VTV
VANGUARD VALUE ETF
+$938.9K
87,811
+3%
减持
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
+$836.7K
98,123
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%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$528.9K
223,450
-3%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$496.8K
318,695
-2%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
-$361.7K
113,065
-15%
减持
—
EXXON MOBIL CORP COM
+$230.3K
5,423
-5%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$209.2K
350,606
-0%
增持
GEV
GE VERNOVA INC COM
+$191.5K
864
+0%
减持
MSFT
MICROSOFT CORP COM
-$188.6K
1,378
-5%
减持
AAPL
APPLE INC COM
-$180.5K
8,124
-2%
增持
SHEL
SHELL PLC SPON ADS
+$160.9K
7,983
+1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$158.7K
14,676
+3%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$147.4K
2,348
+165%
增持
T
AT&T INC COM
+$135.2K
23,854
+7%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$131.6K
0
-100%
建仓
—
ASTRAZENECA PLC ORD
+$122.3K
620
清仓
TGNA
TEGNA INC COM
-$118.0K
0
-100%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$117.5K
7,965
-4%
减持
BAC
BANK OF AMER CORP COM
-$112.2K
8,805
-11%
减持
CVX
CHEVRON CORPORATION COM
+$108.3K
2,589
-8%
减持
JNJ
JOHNSON & JOHNSON COM
+$106.0K
3,115
-2%
增持
GE
GE AEROSPACE COM NEW
-$99.6K
4,218
+0%
减持
JPM
JPMORGAN CHASE & CO COM
-$85.3K
2,203
-3%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$83.4K
27,654
-2%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$83.4K
479
-28%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$83.3K
6,135
+4%
增持
KO
COCA COLA CO COM
+$80.7K
6,674
+9%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$78.2K
2,288
-3%
增持
ADBE
ADOBE INC COM
+$73.3K
454
+328%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$69.8K
228
-81%
减持
RAFE
PIMCO RAFI ESG U.S. ETF
-$69.5K
36,739
-3%
减持
NKE
NIKE INC CL B
-$67.7K
241
-81%
增持
IVOV
VANGUARD S&P MID-CAP 400 VALUE ETF
+$66.2K
1,363
+89%
减持
GD
GENERAL DYNAMICS CORP COM
-$65.8K
284
-41%
减持
—
TOTALENERGIES SE ACT
+$60.6K
3,608
-12%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$59.3K
12,742
-6%
减持
V
VISA INC COM CL A
-$56.5K
544
-14%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$55.7K
6,144
-15%
减持
ABBV
ABBVIE INC COM
-$55.1K
2,298
-5%
增持
PYPL
PAYPAL HLDGS INC COM
+$54.4K
3,221
+106%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$53.3K
177
-23%
减持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
-$52.1K
8,833
-21%
增持
CL
COLGATE PALMOLIVE CO COM
+$51.4K
5,758
+4%
增持
TGT
TARGET CORP COM
+$51.1K
1,317
+19%
清仓
WBS
WEBSTER FINL CORP COM
-$51.0K
0
-100%
增持
WFC
WELLS FARGO & CO COM
-$49.8K
4,837
+4%
减持
RF
REGIONS FINANCIAL CORP NEW COM
-$49.6K
2,507
-41%
增持
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
+$49.3K
2,692
+17%
减持
AVGO
BROADCOM INC COM
-$47.6K
904
-4%
增持
CTRA
COTERRA ENERGY INC COM
+$47.6K
3,765
+17%
增持
NEE
NEXTERA ENERGY INC COM
+$47.0K
3,678
+0%
增持
USB
US BANCORP COM NEW
+$45.6K
4,266
+29%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$44.9K
1,610
+44%
建仓
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$44.8K
982
减持
BX
BLACKSTONE INC COM
-$44.8K
412
-31%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$43.6K
8,957
+0%
减持
EQNR
EQUINOR ASA SPONSORED ADR
+$43.4K
2,382
-2%
清仓
DC
DAKOTA GOLD CORP COM
-$43.4K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
+$41.7K
811
+22%
增持
APD
AIR PRODUCTS AND CHEMICALS INC COM
+$40.4K
525
+16%
减持
BLK
BLACKROCK INC COM
-$40.2K
212
-7%
减持
CSCO
CISCO SYS INC COM
-$39.1K
3,397
-14%
减持
C
CITIGROUP INC COM NEW
-$38.8K
1,096
-22%
减持
COP
CONOCOPHILLIPS COM
+$38.6K
1,371
-10%
减持
AXP
AMERICAN EXPRESS CO COM
-$35.8K
415
-5%
增持
MCO
MOODYS CORP COM
+$35.5K
93
+830%
增持
CAT
CATERPILLAR INC COM
+$35.3K
184
+11%
减持
AMAT
APPLIED MATLS INC COM
+$35.2K
452
-3%
减持
GLW
CORNING INC COM
+$34.0K
742
-3%
减持
MDLZ
MONDELEZ INTL INC CL A
-$33.3K
1,504
-33%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$32.9K
434
-26%
减持
SPGI
S&P GLOBAL INC COM
-$32.6K
239
-7%
清仓
ODV
OSISKO DEVELOPMENT CORP COM NEW
-$32.6K
0
-100%
减持
ORCL
ORACLE CORP COM
-$32.3K
562
-5%
减持
ING
ING GROEP N.V. SPONSORED ADR
-$31.8K
10,519
-4%
增持
NVO
NOVO-NORDISK A S ADR
+$31.7K
894
+3787%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$31.7K
1,970
+1%
减持
LOW
LOWES COS INC COM
-$31.5K
527
-19%
减持
PGR
PROGRESSIVE CORP COM
-$31.1K
599
-9%
减持
SCHW
SCHWAB CHARLES CORP COM
-$31.1K
1,786
-10%
减持
WMB
WILLIAMS COS INC COM
-$30.9K
476
-56%
减持
HSBC
HSBC HLDGS PLC SPON ADR NEW
-$30.4K
1,411
-24%
减持
MU
MICRON TECHNOLOGY INC COM
+$30.3K
829
-5%
增持
ABT
ABBOTT LABORATORIES COM
-$30.2K
2,316
+8%
增持
COF
CAPITAL ONE FINL CORP COM
-$30.0K
791
+10%
增持
FFIV
F5 INC COM
+$29.9K
127
+370%
减持
MRK
MERCK & CO INC COM
+$29.8K
3,886
-7%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$29.6K
124
+14%
减持
ZTS
ZOETIS INC CL A
-$29.1K
429
-32%
增持
—
EATON CORP PLC SHS
+$28.7K
669
+1%
减持
PLD
PROLOGIS INC. COM
-$28.7K
620
-28%
增持
RELX
RELX PLC SPONSORED ADR
+$28.7K
1,276
+280%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$28.7K
2,520
+37%
减持
LLY
ELI LILLY & CO COM
-$28.6K
143
-4%
增持
—
ICON PLC SHS
+$28.2K
1,039
+118%
增持
TJX
TJX COS INC NEW COM
+$28.2K
1,396
+10%
减持
HDB
HDFC BANK LTD SPONSORED ADS
-$27.9K
1,939
-7%
减持
SAN
BANCO SANTANDER SA ADR
-$27.3K
8,335
-19%
建仓
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
+$27.3K
1,315
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$27.1K
282
-14%
减持
EA
ELECTRONIC ARTS INC COM
-$26.6K
105
-55%
减持
BXP
BXP INC COM
-$26.6K
658
-27%
减持
DHR
DANAHER CORP DEL COM
-$26.2K
533
-4%
建仓
GSG
ISHARES S&P GSCI COMMODITY INDEXED TRUST
+$26.1K
809
减持
CF
CF INDUSTRIES HOLD COM
+$26.0K
510
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$25.9K
1,189
+0%
减持
TFC
TRUIST FINL CORP COM
-$25.7K
3,173
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$25.3K
1,738
+17%
减持
CI
THE CIGNA GROUP COM
-$25.3K
253
-25%
增持
META
META PLATFORMS INC CL A
-$24.4K
855
+10%
减持
GSK
GSK PLC SPONSORED ADR
+$24.1K
5,551
-4%
减持
NSC
NORFOLK SOUTHN CORP COM
-$24.1K
80
-51%
减持
TDY
TELEDYNE TECHNOLOGIES INC COM
-$24.0K
16
-76%
减持
BRO
BROWN & BROWN INC COM
-$23.7K
102
-73%
减持
BP
BP PLC SPONSORED ADR
+$23.7K
2,861
-10%
增持
JLL
JONES LANG LASALLE INC COM
+$23.6K
250
+60%
增持
NFG
NATIONAL FUEL GAS CO COM
+$23.6K
370
+164%
减持
DOV
DOVER CORP COM
-$23.3K
393
-27%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$22.9K
20,833
+1%
增持
KVUE
KENVUE INC COM
+$22.8K
7,904
+20%
减持
ADI
ANALOG DEVICES INC COM
-$22.7K
459
-26%
减持
HSY
HERSHEY CO COM
+$22.3K
1,267
-4%
增持
DOC
HEALTHPEAK PROPERTIES INC COM
+$21.8K
7,346
+19%
减持
MA
MASTERCARD INCORPORATED CL A
-$21.8K
226
-4%
减持
CDW
CDW CORP COM
-$21.8K
9
-95%
减持
NTR
NUTRIEN LTD COM
+$21.8K
2,457
-7%
减持
—
UBS GROUP AG SHS
-$21.7K
2,575
-2%
减持
GIS
GENERAL MILLS INC COM
-$21.4K
146
-75%
减持
DG
DOLLAR GEN CORP COM
-$21.1K
890
-7%
减持
—
JOHNSON CTLS INTL PLC SHS
-$21.1K
351
-37%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$20.8K
89
+271%
减持
RY
ROYAL BK CDA COM
-$20.7K
673
-11%
减持
EOG
EOG RES INC COM
+$20.6K
775
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$20.5K
240
+0%
增持
SOLV
SOLVENTUM CORP COM SHS
+$20.3K
417
+379%
增持
J
JACOBS SOLUTIONS INC COM
+$20.3K
449
+62%
减持
SO
SOUTHERN CO COM
-$20.3K
642
-32%
减持
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
-$20.2K
19,351
-13%
减持
PUK
PRUDENTIAL PLC ADR
-$20.0K
2,310
-16%
增持
—
MEDTRONIC PLC SHS
+$19.9K
2,420
+22%
减持
NXT
NEXTPOWER INC CLASS A COM
+$19.8K
609
-1%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$19.8K
1,662
-2%
增持
INGR
INGREDION INC COM
+$19.7K
1,137
+16%
减持
HON
HONEYWELL INTL INC COM
+$19.5K
650
-0%
减持
GLD
SPDR GOLD SHARES
-$18.7K
768
-13%
增持
PG
PROCTER & GAMBLE CO COM
+$18.6K
5,651
+2%
减持
EQR
EQUITY RESIDENTIAL SH BEN INT
-$18.5K
171
-62%
减持
CSX
CSX CORP COM
-$18.5K
1,984
-28%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$18.4K
879
+12%
