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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,924.03万 | 6.19% | 1,470,695 | 253,092 | 20.8% | $1,191.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,767.58万 | 6.05% | 884,189 | -4,159 | -0.5% | -$31.83万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $5,237.42万 | 4.68% | 1,113,941 | 84,462 | 8.2% | $397.12万 | 加仓 |
| IQLT | ISHARES TR | $4,699.95万 | 4.20% | 1,016,646 | 6,226 | 0.6% | $28.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,292.11万 | 3.84% | 89,568 | -600 | -0.7% | -$28.75万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $3,209.81万 | 2.87% | 554,563 | 3,714 | 0.7% | $21.50万 | 加仓 |
| AAPL | APPLE INC | $2,859.73万 | 2.56% | 112,681 | 3,042 | 2.8% | $77.20万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,854.41万 | 2.55% | 1,089,470 | 381,890 | 54.0% | $1,000.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,614.15万 | 2.34% | 418,599 | 9,826 | 2.4% | $61.36万 | 加仓 |
| SGOL | ETFS GOLD TR | $2,066.79万 | 1.85% | 463,198 | -1,047 | -0.2% | -$4.67万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,962.93万 | 1.76% | 406,236 | 8,328 | 2.1% | $40.24万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,950.09万 | 1.74% | 415,708 | 4,973 | 1.2% | $23.33万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,775.01万 | 1.59% | 220,279 | 7,721 | 3.6% | $62.22万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,693.88万 | 1.51% | 429,047 | 4,057 | 1.0% | $16.02万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,686.29万 | 1.51% | 633,703 | 50,834 | 8.7% | $135.27万 | 加仓 |
| GOOGL | ALPHABET INC | $1,573.29万 | 1.41% | 54,712 | 1,467 | 2.8% | $42.18万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,534.25万 | 1.37% | 131,933 | 28,300 | 27.3% | $329.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,502.15万 | 1.34% | 44,449 | -589 | -1.3% | -$19.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,408.63万 | 1.26% | 80,770 | 3,013 | 3.9% | $52.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,407.07万 | 1.26% | 47,834 | 1,767 | 3.8% | $51.98万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,387.59万 | 1.24% | 244,812 | 6,639 | 2.8% | $37.63万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,366.92万 | 1.22% | 302,550 | 28,617 | 10.4% | $129.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,287.24万 | 1.15% | 502,045 | -9,456 | -1.8% | -$24.25万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $1,214.94万 | 1.09% | 479,836 | 479,836 | — | $1,214.94万 | 新建仓 |
| USFR | WISDOMTREE TR | $1,199.17万 | 1.07% | 238,214 | -28,098 | -10.6% | -$141.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,180.35万 | 1.06% | 31,887 | 172 | 0.5% | $6.37万 | 加仓 |
| AMZN | AMAZON COM INC | $1,090.48万 | 0.98% | 52,359 | 4,261 | 8.9% | $88.74万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,058.32万 | 0.95% | 112,611 | 4,276 | 3.9% | $40.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,055.67万 | 0.94% | 51,023 | 1,161 | 2.3% | $24.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $962.77万 | 0.86% | 287,137 | 6,629 | 2.4% | $22.23万 | 加仓 |
| KLAC | KLA CORP | $922.76万 | 0.83% | 6,267 | 143 | 2.3% | $21.06万 | 加仓 |
| META | META PLATFORMS INC | $907.81万 | 0.81% | 15,867 | 727 | 4.8% | $41.59万 | 加仓 |
| HD | HOME DEPOT INC | $884.34万 | 0.79% | 26,889 | 1,107 | 4.3% | $36.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $829.23万 | 0.74% | 8,322 | 7,178 | 627.4% | $715.24万 | 加仓 |
| BX | BLACKSTONE INC | $824.93万 | 0.74% | 71,739 | 14,310 | 24.9% | $164.55万 | 加仓 |
| DE | DEERE & CO | $820.52万 | 0.73% | 14,566 | 513 | 3.7% | $28.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $708.54万 | 0.63% | 141,142 | 5,177 | 3.8% | $25.99万 | 加仓 |
| PEP | PEPSICO INC | $705.41万 | 0.63% | 45,426 | 2,031 | 4.7% | $31.54万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $701.42万 | 0.63% | 228,625 | 12,270 | 5.7% | $37.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $676.73万 | 0.61% | 27,685 | 1,253 | 4.7% | $30.63万 | 加仓 |
| IVV | ISHARES TR | $675.44万 | 0.60% | 10,340 | 22 | 0.2% | $1.44万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $666.58万 | 0.60% | 274,651 | 274,651 | — | $666.58万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $656.88万 | 0.59% | 44,354 | 317 | 0.7% | $4.69万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $634.68万 | 0.57% | 139,179 | -6 | -0.0% | -$274 | 减仓 |
| GPC | GENUINE PARTS CO | $630.69万 | 0.56% | 59,640 | 4,710 | 8.6% | $49.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $614.18万 | 0.55% | 248,153 | 13,082 | 5.6% | $32.38万 | 加仓 |
| PFE | PFIZER INC | $594.13万 | 0.53% | 211,583 | 15,347 | 7.8% | $43.09万 | 加仓 |
| MOAT | VANECK ETF TRUST | $570.10万 | 0.51% | 58,956 | 665 | 1.1% | $6.43万 | 加仓 |
| ASML | ASML HLDG NV | $527.67万 | 0.47% | 3,995 | 34 | 0.9% | $4.49万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $527.41万 | 0.47% | 40,236 | 897 | 2.3% | $11.76万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.45% | 7 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $501.37万 | 0.45% | 39,681 | 36,425 | 1,118.7% | $460.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $500.43万 | 0.45% | 109,695 | 980 | 0.9% | $4.47万 | 加仓 |
| UL | UNILEVER PLC | $499.68万 | 0.45% | 87,709 | 7,144 | 8.9% | $40.70万 | 加仓 |
| ZTS | ZOETIS INC | $474.06万 | 0.42% | 40,103 | 1,926 | 5.0% | $22.77万 | 加仓 |
| — | EXXON MOBIL CORP | $434.70万 | 0.39% | 25,622 | 525 | 2.1% | $8.91万 | 加仓 |
| OKE | ONEOK INC NEW | $432.40万 | 0.39% | 47,837 | 3,178 | 7.1% | $28.73万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $408.14万 | 0.37% | 80,692 | 80,692 | — | $408.14万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $407.59万 | 0.36% | 89,975 | 4,340 | 5.1% | $19.66万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $399.91万 | 0.36% | 39,915 | 515 | 1.3% | $5.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $396.71万 | 0.35% | 6,100 | -7,800 | -56.1% | -$507.27万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $394.39万 | 0.35% | 7,545 | 378 | 5.3% | $19.76万 | 加仓 |
| AMLP | ALPS ETF TR | $393.70万 | 0.35% | 74,791 | 2,222 | 3.1% | $11.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $390.20万 | 0.35% | 6,000 | -8,100 | -57.4% | -$526.78万 | 减仓 |
| NOBL | PROSHARES TR | $386.12万 | 0.35% | 36,423 | -909 | -2.4% | -$9.64万 | 减仓 |
| INTU | INTUIT | $375.00万 | 0.34% | 8,673 | 1,242 | 16.7% | $53.70万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $367.25万 | 0.33% | 95,989 | 348 | 0.4% | $1.33万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $364.71万 | 0.33% | 51,087 | -824 | -1.6% | -$5.88万 | 减仓 |
| — | TIDAL TRUST I | $357.29万 | 0.32% | 169,173 | -99,077 | -36.9% | -$209.25万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $356.48万 | 0.32% | 116,878 | 3,057 | 2.7% | $9.32万 | 加仓 |
| SNOW | SNOWFLAKE INC | $346.83万 | 0.31% | 22,996 | 742 | 3.3% | $11.19万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $345.47万 | 0.31% | 21,263 | 1,148 | 5.7% | $18.65万 | 加仓 |
| NKE | NIKE INC | $332.43万 | 0.30% | 62,937 | 4,687 | 8.0% | $24.76万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $328.92万 | 0.29% | 64,494 | -2,636 | -3.9% | -$13.44万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $314.28万 | 0.28% | 44,227 | 2,823 | 6.8% | $20.06万 | 加仓 |
| VEEV | VEEVA SYS INC | $304.90万 | 0.27% | 17,357 | 743 | 4.5% | $13.05万 | 加仓 |
| CPRT | COPART INC | $304.64万 | 0.27% | 91,760 | 10,358 | 12.7% | $34.39万 | 加仓 |
| FRDM | EA SERIES TRUST | $301.28万 | 0.27% | 55,129 | 13,654 | 32.9% | $74.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $294.73万 | 0.26% | 101,176 | 4,240 | 4.4% | $12.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $293.36万 | 0.26% | 697 | 69 | 11.0% | $29.04万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $287.02万 | 0.26% | 63,416 | -795 | -1.2% | -$3.60万 | 减仓 |
| CAT | CATERPILLAR INC | $284.81万 | 0.25% | 4,020 | 43 | 1.1% | $3.05万 | 加仓 |
| CPNG | COUPANG INC | $284.69万 | 0.25% | 150,791 | 124,297 | 469.2% | $234.67万 | 加仓 |
| AVGO | BROADCOM INC | $279.98万 | 0.25% | 9,046 | -1,165 | -11.4% | -$36.06万 | 减仓 |
| NVO | NOVO-NORDISK A S | $272.65万 | 0.24% | 74,191 | 16,727 | 29.1% | $61.47万 | 加仓 |
| DLN | WISDOMTREE TR | $262.68万 | 0.23% | 29,406 | -4,287 | -12.7% | -$38.30万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $258.40万 | 0.23% | 40,325 | 407 | 1.0% | $2.61万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $258.14万 | 0.23% | 23,168 | 1,284 | 5.9% | $14.31万 | 加仓 |
| TSLA | TESLA INC | $252.53万 | 0.23% | 6,793 | -124 | -1.8% | -$4.61万 | 减仓 |
| WMT | WALMART INC | $249.99万 | 0.22% | 20,115 | 507 | 2.6% | $6.30万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $242.88万 | 0.22% | 83,521 | 3,826 | 4.8% | $11.13万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $240.10万 | 0.21% | 72,869 | 4,095 | 6.0% | $13.49万 | 加仓 |
| GOOG | ALPHABET INC | $232.57万 | 0.21% | 8,107 | 368 | 4.8% | $10.56万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $231.56万 | 0.21% | 25,085 | 25,085 | — | $231.56万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $229.48万 | 0.21% | 44,190 | -3,983 | -8.3% | -$20.68万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $218.07万 | 0.20% | 83,842 | -5,916 | -6.6% | -$15.39万 | 减仓 |
| ADBE | ADOBE INC | $206.09万 | 0.18% | 8,478 | 1,309 | 18.3% | $31.82万 | 加仓 |
| CLOI | VANECK ETF TRUST | $201.48万 | 0.18% | 38,232 | -207 | -0.5% | -$1.09万 | 减仓 |
| SO | SOUTHERN CO | $199.46万 | 0.18% | 20,665 | -3,858 | -15.7% | -$37.24万 | 减仓 |
| WDAY | WORKDAY INC | $195.01万 | 0.17% | 15,010 | 1,452 | 10.7% | $18.86万 | 加仓 |