Allen Capital Group, LLC
GRAND ISLAND NE · SEC CIK 0001601384
$12.28亿2026Q2 申报市值
319持仓数
37.1%前十大占比 · 第一大 6.5%
42 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLDM 加仓+$945.04万
DPZ 新建仓+$418.72万
UBER 新建仓+$350.76万
UITB 加仓+$343.75万
ACN 新建仓+$316.44万
2026Q2 卖出最多 按季末市值估算
SGOL 减仓-$931.93万
SCHO 清仓-$666.58万
JPM 减仓-$458.52万
JNJ 减仓-$398.04万
NKE 清仓-$332.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $964.06万 | 0.78% | 121,388 | 118,993 | 4,968.4% | $945.04万 | 加仓 |
| HD | HOME DEPOT INC | $966.34万 | 0.79% | 27,400 | 511 | 1.9% | $18.02万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,062.77万 | 0.87% | 115,181 | 2,570 | 2.3% | $23.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,107.22万 | 0.90% | 33,826 | -14,008 | -29.3% | -$458.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,165.33万 | 0.95% | 31,240 | -647 | -2.0% | -$24.13万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,223.72万 | 1.00% | 216,664 | -28,148 | -11.5% | -$158.98万 | 减仓 |
| AMZN | AMAZON COM INC | $1,264.04万 | 1.03% | 53,035 | 676 | 1.3% | $16.11万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,459.44万 | 1.19% | 324,391 | 21,841 | 7.2% | $98.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,561.06万 | 1.27% | 530,430 | 28,385 | 5.7% | $83.54万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,590.47万 | 1.29% | 135,833 | 3,900 | 3.0% | $45.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,649.65万 | 1.34% | 82,445 | 1,675 | 2.1% | $33.52万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,677.51万 | 1.37% | 633,025 | -678 | -0.1% | -$1.80万 | 减仓 |
| KLAC | KLA CORP | $1,733.02万 | 1.41% | 57,440 | -5,230 | -8.3% | -$157.79万 | 减仓 |
| GOOGL | ALPHABET INC | $1,941.38万 | 1.58% | 54,324 | -388 | -0.7% | -$13.87万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,035.76万 | 1.66% | 444,975 | 15,928 | 3.7% | $72.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,042.28万 | 1.66% | 42,764 | -1,685 | -3.8% | -$80.47万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,152.06万 | 1.75% | 223,034 | 2,755 | 1.3% | $26.58万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,236.37万 | 1.82% | 431,898 | 16,190 | 3.9% | $83.83万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,427.91万 | 1.98% | 421,001 | 14,765 | 3.6% | $85.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,949.58万 | 2.40% | 421,972 | 3,373 | 0.8% | $23.58万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,068.41万 | 2.50% | 1,157,019 | 67,549 | 6.2% | $179.14万 | 加仓 |
| AAPL | APPLE INC | $3,294.27万 | 2.68% | 113,847 | 1,166 | 1.0% | $33.74万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3,432.52万 | 2.79% | 573,042 | 18,479 | 3.3% | $110.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,462.98万 | 3.63% | 89,190 | -378 | -0.4% | -$18.91万 | 减仓 |
| IQLT | ISHARES TR | $5,219.92万 | 4.25% | 1,053,465 | 36,819 | 3.6% | $182.44万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $5,561.23万 | 4.53% | 1,187,333 | 73,392 | 6.6% | $343.75万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $7,201.33万 | 5.86% | 1,534,156 | 63,461 | 4.3% | $297.89万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,938.26万 | 6.46% | 903,307 | 19,118 | 2.2% | $168.01万 | 加仓 |