Allen Capital Group, LLC
GRAND ISLAND NE · SEC CIK 0001601384
$11.18亿2026Q1 申报市值
284持仓数
37.1%前十大占比 · 第一大 6.2%
21 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TUSI 新建仓+$1,214.94万
JCPB 加仓+$1,191.56万
PYLD 加仓+$1,000.55万
COST 加仓+$715.24万
SCHO 新建仓+$666.58万
2026Q1 卖出最多 按季末市值估算
JAAA 减仓-$1,937.32万
JPST 减仓-$1,434.97万
UNH 减仓-$532.49万
ELV 清仓-$483.20万
PYPL 清仓-$254.53万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $51.25万 | 0.05% | 788 | -1 | -0.1% | -$650 | 减仓 |
| PPG | PPG INDS INC | $51.62万 | 0.05% | 4,830 | -339 | -6.6% | -$3.62万 | 减仓 |
| AMGN | AMGEN INC | $51.79万 | 0.05% | 1,472 | 92 | 6.7% | $3.24万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $51.99万 | 0.05% | 1,622 | -99 | -5.8% | -$3.17万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $53.27万 | 0.05% | 10,080 | -2,026 | -16.7% | -$10.71万 | 减仓 |
| MMM | 3M CO | $53.53万 | 0.05% | 3,686 | -226 | -5.8% | -$3.28万 | 减仓 |
| T | AT&T INC | $53.72万 | 0.05% | 18,530 | -2,213 | -10.7% | -$6.42万 | 减仓 |
| GE | GE AEROSPACE | $53.95万 | 0.05% | 1,901 | -32 | -1.7% | -$9,081 | 减仓 |
| WFC | WELLS FARGO & CO | $54.05万 | 0.05% | 6,789 | -303 | -4.3% | -$2.41万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.22万 | 0.05% | 9,765 | 624 | 6.8% | $3.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $54.41万 | 0.05% | 3,394 | -598 | -15.0% | -$9.59万 | 减仓 |
| MO | ALTRIA GROUP INC | $55.01万 | 0.05% | 8,336 | -100 | -1.2% | -$6,599 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $55.79万 | 0.05% | 3,805 | 58 | 1.5% | $8,503 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $56.66万 | 0.05% | 1,229 | -25 | -2.0% | -$1.15万 | 减仓 |
| GEV | GE VERNOVA INC | $57.17万 | 0.05% | 655 | 111 | 20.4% | $9.69万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $57.28万 | 0.05% | 11,602 | -49 | -0.4% | -$2,419 | 减仓 |
| VB | VANGUARD INDEX FDS | $57.91万 | 0.05% | 2,211 | -10 | -0.5% | -$2,619 | 减仓 |
| C | CITIGROUP INC | $58.60万 | 0.05% | 5,167 | 477 | 10.2% | $5.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $59.72万 | 0.05% | 2,795 | 337 | 13.7% | $7.20万 | 加仓 |
| IFRA | ISHARES TR | $60.40万 | 0.05% | 10,560 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $60.48万 | 0.05% | 3,190 | 418 | 15.1% | $7.93万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $61.35万 | 0.05% | 29,797 | -243 | -0.8% | -$5,003 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $61.53万 | 0.06% | 37,380 | -279 | -0.7% | -$4,592 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $61.56万 | 0.06% | 36,822 | -2,676 | -6.8% | -$4.47万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $61.64万 | 0.06% | 33,031 | -2,391 | -6.8% | -$4.46万 | 减仓 |
| CMI | CUMMINS INC | $62.36万 | 0.06% | 1,159 | 12 | 1.0% | $6,456 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.88万 | 0.06% | 3,091 | 386 | 14.3% | $7.85万 | 加仓 |
| AMAT | APPLIED MATLS INC | $63.23万 | 0.06% | 1,850 | 336 | 22.2% | $11.48万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $63.87万 | 0.06% | 125,228 | -2,402 | -1.9% | -$1.23万 | 减仓 |
| BP | BP PLC | $64.50万 | 0.06% | 13,724 | 186 | 1.4% | $8,742 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $64.74万 | 0.06% | 31,698 | -2,170 | -6.4% | -$4.43万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $64.88万 | 0.06% | 33,058 | -2,309 | -6.5% | -$4.53万 | 减仓 |
| NFLX | NETFLIX INC. | $65.05万 | 0.06% | 6,765 | 816 | 13.7% | $7.85万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $65.14万 | 0.06% | 14,943 | -3,382 | -18.5% | -$14.74万 | 减仓 |
| BOTZ | GLOBAL X FDS | $65.21万 | 0.06% | 19,629 | 1,511 | 8.3% | $5.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $66.01万 | 0.06% | 2,009 | 111 | 5.8% | $3.65万 | 加仓 |
| NEM | NEWMONT CORP | $66.37万 | 0.06% | 6,131 | 12 | 0.2% | $1,299 | 加仓 |
| VTV | VANGUARD INDEX FDS | $67.14万 | 0.06% | 3,422 | 11 | 0.3% | $2,158 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.29万 | 0.06% | 4,600 | 125 | 2.8% | $1.83万 | 加仓 |
| DGRW | WISDOMTREE TR | $67.57万 | 0.06% | 7,693 | -110 | -1.4% | -$9,662 | 减仓 |
| TXN | TEXAS INSTRS INC | $67.87万 | 0.06% | 3,496 | -36 | -1.0% | -$6,989 | 减仓 |
| DGRO | ISHARES TR | $69.48万 | 0.06% | 9,900 | 90 | 0.9% | $6,316 | 加仓 |
| LOW | LOWES COS INC | $71.06万 | 0.06% | 3,008 | 383 | 14.6% | $9.05万 | 加仓 |
| KO | COCA COLA CO | $72.49万 | 0.06% | 9,532 | 211 | 2.3% | $1.60万 | 加仓 |
| ORCL | ORACLE CORP | $72.57万 | 0.06% | 4,933 | 872 | 21.5% | $12.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.65万 | 0.06% | 1,454 | -203 | -12.3% | -$10.14万 | 减仓 |
| ETN | EATON CORP PLC | $74.00万 | 0.07% | 2,069 | 1,312 | 173.3% | $46.93万 | 加仓 |
| TPHD | TIMOTHY PLAN | $74.20万 | 0.07% | 17,940 | 17,940 | — | $74.20万 | 新建仓 |
| MS | MORGAN STANLEY | $74.81万 | 0.07% | 4,546 | 60 | 1.3% | $9,874 | 加仓 |
| XYL | XYLEM INC | $75.28万 | 0.07% | 6,300 | 734 | 13.2% | $8.77万 | 加仓 |
| IEMG | ISHARES INC | $75.87万 | 0.07% | 10,877 | -208 | -1.9% | -$1.45万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $76.48万 | 0.07% | 904 | 136 | 17.7% | $11.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.83万 | 0.07% | 4,647 | 380 | 8.9% | $6.28万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $80.68万 | 0.07% | 27,649 | -6,251 | -18.4% | -$18.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $82.75万 | 0.07% | 2,411 | 215 | 9.8% | $7.38万 | 加仓 |
| ABBV | ABBVIE INC | $82.80万 | 0.07% | 3,807 | 409 | 12.0% | $8.90万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $83.27万 | 0.07% | 4,339 | 1,672 | 62.7% | $32.09万 | 加仓 |
| RTX | RTX CORPORATION | $86.28万 | 0.08% | 4,473 | 61 | 1.4% | $1.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $94.07万 | 0.08% | 20,607 | -55 | -0.3% | -$2,511 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $94.08万 | 0.08% | 1,379 | 4 | 0.3% | $2,729 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $94.95万 | 0.08% | 25,092 | 372 | 1.5% | $1.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $97.32万 | 0.09% | 2,228 | -28 | -1.2% | -$1.22万 | 减仓 |
| IJH | ISHARES TR | $102.40万 | 0.09% | 15,164 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $105.38万 | 0.09% | 7,295 | -77 | -1.0% | -$1.11万 | 减仓 |
| V | VISA INC | $107.04万 | 0.10% | 3,542 | -58 | -1.6% | -$1.75万 | 减仓 |
| MUB | ISHARES TR | $107.53万 | 0.10% | 10,130 | -872 | -7.9% | -$9.26万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $108.79万 | 0.10% | 17,023 | -33 | -0.2% | -$2,109 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $110.83万 | 0.10% | 21,629 | -628 | -2.8% | -$3.22万 | 减仓 |
| MCD | MCDONALDS CORP | $110.86万 | 0.10% | 3,567 | 489 | 15.9% | $15.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $114.31万 | 0.10% | 2,928 | -118 | -3.9% | -$4.61万 | 减仓 |
| PSX | PHILLIPS 66 | $118.44万 | 0.11% | 6,501 | 288 | 4.6% | $5.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $118.76万 | 0.11% | 1,965 | 13 | 0.7% | $7,857 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $120.77万 | 0.11% | 12,894 | -242 | -1.8% | -$2.27万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $121.85万 | 0.11% | 23,902 | 4,089 | 20.6% | $20.85万 | 加仓 |
| O | REALTY INCOME CORP | $123.09万 | 0.11% | 20,119 | 238 | 1.2% | $1.46万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $123.82万 | 0.11% | 26,050 | -688 | -2.6% | -$3.27万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $126.76万 | 0.11% | 25,046 | -283,541 | -91.9% | -$1,434.97万 | 减仓 |
| MRK | MERCK & CO INC | $127.69万 | 0.11% | 10,615 | 621 | 6.2% | $7.47万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $128.61万 | 0.12% | 56,505 | -3,245 | -5.4% | -$7.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.78万 | 0.12% | 5,354 | 33 | 0.6% | $7,999 | 加仓 |
| ITA | ISHARES TR | $130.00万 | 0.12% | 5,943 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $131.28万 | 0.12% | 14,134 | -602 | -4.1% | -$5.59万 | 减仓 |
| GLD | SPDR GOLD TR | $132.31万 | 0.12% | 3,075 | 60 | 2.0% | $2.58万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $132.45万 | 0.12% | 11,703 | -749 | -6.0% | -$8.48万 | 减仓 |
| IJR | ISHARES TR | $134.08万 | 0.12% | 10,786 | -378 | -3.4% | -$4.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $134.65万 | 0.12% | 4,197 | 4,197 | — | $134.65万 | 新建仓 |
| CSCO | CISCO SYS INC | $137.73万 | 0.12% | 17,752 | 792 | 4.7% | $6.14万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $138.97万 | 0.12% | 58,251 | 149 | 0.3% | $3,555 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $144.19万 | 0.13% | 18,803 | 872 | 4.9% | $6.69万 | 加仓 |
| QUAL | ISHARES TR | $146.20万 | 0.13% | 7,622 | 118 | 1.6% | $2.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $151.44万 | 0.14% | 28,019 | -221 | -0.8% | -$1.19万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $151.76万 | 0.14% | 30,280 | -342 | -1.1% | -$1.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $152.16万 | 0.14% | 4,504 | 351 | 8.5% | $11.86万 | 加仓 |
| BAC | BANK AMERICA CORP | $163.43万 | 0.15% | 33,523 | -865 | -2.5% | -$4.22万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $164.33万 | 0.15% | 12,550 | 179 | 1.4% | $2.34万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $165.24万 | 0.15% | 22,129 | -502 | -2.2% | -$3.75万 | 减仓 |
| LLY | ELI LILLY & CO | $176.41万 | 0.16% | 1,918 | 16 | 0.8% | $1.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $182.38万 | 0.16% | 36,556 | 5,791 | 18.8% | $28.89万 | 加仓 |
| UNP | UNION PAC CORP | $182.83万 | 0.16% | 7,536 | 284 | 3.9% | $6.89万 | 加仓 |
| WDAY | WORKDAY INC | $195.01万 | 0.17% | 15,010 | 1,452 | 10.7% | $18.86万 | 加仓 |