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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $48.91万 | 0.04% | 5,460 | 19 | 0.3% | $1,702 | 加仓 |
| DWM | WISDOMTREE TR | $48.00万 | 0.04% | 6,868 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $47.36万 | 0.04% | 3,053 | -1,670 | -35.4% | -$25.90万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $46.80万 | 0.04% | 2,161 | 266 | 14.0% | $5.76万 | 加仓 |
| MTUM | ISHARES TR | $45.50万 | 0.04% | 1,896 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $45.01万 | 0.04% | 19,863 | -894 | -4.3% | -$2.03万 | 减仓 |
| MKL | MARKEL GROUP INC | $44.98万 | 0.04% | 235 | -46 | -16.4% | -$8.80万 | 减仓 |
| VMI | VALMONT INDS INC | $44.19万 | 0.04% | 1,106 | -24 | -2.1% | -$9,590 | 减仓 |
| CASY | CASEYS GEN STORES INC | $44.04万 | 0.04% | 605 | 1 | 0.2% | $728 | 加仓 |
| SUB | ISHARES TR | $42.53万 | 0.04% | 3,993 | 1,090 | 37.5% | $11.61万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $41.65万 | 0.04% | 11,883 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $41.62万 | 0.04% | 19,677 | 2,210 | 12.7% | $4.67万 | 加仓 |
| NOW | SERVICENOW INC | $40.25万 | 0.04% | 3,850 | -400 | -9.4% | -$4.18万 | 减仓 |
| IVW | ISHARES TR | $40.12万 | 0.04% | 3,547 | 220 | 6.6% | $2.49万 | 加仓 |
| ACWI | ISHARES TR | $39.88万 | 0.04% | 2,882 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $39.08万 | 0.03% | 5,441 | 83 | 1.5% | $5,961 | 加仓 |
| WPC | WP CAREY INC | $38.74万 | 0.03% | 5,700 | 7 | 0.1% | $476 | 加仓 |
| VOO | VANGUARD INDEX FDS | $37.88万 | 0.03% | 634 | -50 | -7.3% | -$2.99万 | 减仓 |
| — | PROSHARES TR II | $37.57万 | 0.03% | 6,113 | 498 | 8.9% | $3.06万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $37.42万 | 0.03% | 15,342 | -20,608 | -57.3% | -$50.26万 | 减仓 |
| BA | BOEING CO | $35.11万 | 0.03% | 1,764 | 152 | 9.4% | $3.03万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $34.76万 | 0.03% | 16,793 | 1,691 | 11.2% | $3.50万 | 加仓 |
| IAU | ISHARES GOLD TR | $33.76万 | 0.03% | 3,829 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $33.70万 | 0.03% | 1,491 | -195 | -11.6% | -$4.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $33.45万 | 0.03% | 2,400 | 112 | 4.9% | $1.56万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.43万 | 0.03% | 3,919 | 1,075 | 37.8% | $8.90万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $31.91万 | 0.03% | 3,934 | -32 | -0.8% | -$2,596 | 减仓 |
| HYBL | SSGA ACTIVE TR | $31.34万 | 0.03% | 11,257 | 3,954 | 54.1% | $11.01万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.68万 | 0.03% | 8,658 | -4,758 | -35.5% | -$16.86万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.22万 | 0.03% | 1,080 | -19,679 | -94.8% | -$532.49万 | 减仓 |
| MCK | MCKESSON CORP | $28.82万 | 0.03% | 333 | 50 | 17.7% | $4.33万 | 加仓 |
| ITOT | ISHARES TR | $28.16万 | 0.03% | 1,977 | 106 | 5.7% | $1.51万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $28.15万 | 0.03% | 11,299 | 3,243 | 40.3% | $8.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.77万 | 0.02% | 918 | 17 | 1.9% | $5,142 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $27.57万 | 0.02% | 2,832 | 268 | 10.5% | $2.61万 | 加仓 |
| URI | UNITED RENTALS INC | $27.32万 | 0.02% | 375 | 46 | 14.0% | $3.35万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $27.11万 | 0.02% | 1,652 | -1,293 | -43.9% | -$21.22万 | 减仓 |
| KVUE | KENVUE INC | $26.71万 | 0.02% | 15,495 | 15,495 | — | $26.71万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.56万 | 0.02% | 12,361 | 105 | 0.9% | $2,256 | 加仓 |
| WELL | WELLTOWER INC | $26.04万 | 0.02% | 1,317 | 97 | 8.0% | $1.92万 | 加仓 |
| QCOM | QUALCOMM INC | $25.82万 | 0.02% | 2,005 | -135 | -6.3% | -$1.74万 | 减仓 |
| TJX | TJX COS INC NEW | $25.26万 | 0.02% | 1,582 | 140 | 9.7% | $2.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $25.13万 | 0.02% | 1,456 | 233 | 19.1% | $4.02万 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $25.02万 | 0.02% | 3,992 | -338 | -7.8% | -$2.12万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $24.95万 | 0.02% | 3,290 | 3,290 | — | $24.95万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.57万 | 0.02% | 1,876 | 1,876 | — | $24.57万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.54万 | 0.02% | 1,999 | 1,999 | — | $24.54万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $24.08万 | 0.02% | 5,516 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $24.03万 | 0.02% | 5,853 | 5,853 | — | $24.03万 | 新建仓 |
| APP | APPLOVIN CORP | $23.92万 | 0.02% | 601 | -59 | -8.9% | -$2.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $23.63万 | 0.02% | 264 | 12 | 4.8% | $1.07万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.25万 | 0.02% | 4,839 | 4,839 | — | $23.25万 | 新建仓 |
| CRM | SALESFORCE INC | $23.17万 | 0.02% | 1,241 | 459 | 58.7% | $8.57万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $22.92万 | 0.02% | 846 | 846 | — | $22.92万 | 新建仓 |
| ANAB | ANAPTYSBIO INC | $22.87万 | 0.02% | 4,124 | 4,124 | — | $22.87万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $22.34万 | 0.02% | 4,436 | -384,619 | -98.9% | -$1,937.32万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $22.25万 | 0.02% | 2,938 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $22.20万 | 0.02% | 2,395 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $22.13万 | 0.02% | 3,059 | -361 | -10.6% | -$2.61万 | 重新持有 |
| BIBL | NORTHERN LTS FD TR IV | $21.97万 | 0.02% | 4,659 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $21.95万 | 0.02% | 2,946 | -177 | -5.7% | -$1.32万 | 减仓 |
| ALL | ALLSTATE CORP | $21.94万 | 0.02% | 1,058 | 28 | 2.7% | $5,806 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $21.80万 | 0.02% | 1,195 | -35 | -2.8% | -$6,385 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $21.61万 | 0.02% | 741 | 42 | 6.0% | $1.23万 | 加仓 |
| WMB | WILLIAMS COS INC | $21.34万 | 0.02% | 2,932 | 2,932 | — | $21.34万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $21.28万 | 0.02% | 3,766 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $21.26万 | 0.02% | 2,757 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $21.22万 | 0.02% | 859 | 859 | — | $21.22万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.18万 | 0.02% | 794 | 48 | 6.4% | $1.28万 | 加仓 |
| BOND | PIMCO ETF TR | $20.90万 | 0.02% | 2,265 | 23 | 1.0% | $2,122 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $20.68万 | 0.02% | 3,916 | 3,916 | — | $20.68万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $20.57万 | 0.02% | 631 | 631 | — | $20.57万 | 新建仓 |
| COP | CONOCOPHILLIPS | $20.53万 | 0.02% | 1,555 | -1,684 | -52.0% | -$22.23万 | 重新持有 |
| MCO | MOODYS CORP | $20.46万 | 0.02% | 469 | -28 | -5.6% | -$1.22万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.39万 | 0.02% | 3,538 | -327 | -8.5% | -$1.88万 | 重新持有 |
| DIS | DISNEY WALT CO | $20.20万 | 0.02% | 2,096 | -442 | -17.4% | -$4.26万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $20.04万 | 0.02% | 5,359 | 5,359 | — | $20.04万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.72万 | 0.02% | 10,098 | -4,282 | -29.8% | -$8.36万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $16.37万 | 0.01% | 10,414 | -564 | -5.1% | -$8,866 | 减仓 |
| HLN | HALEON PLC | $13.64万 | 0.01% | 13,628 | 1,729 | 14.5% | $1.73万 | 加仓 |
| F | FORD MTR CO | $13.30万 | 0.01% | 11,529 | 355 | 3.2% | $4,097 | 加仓 |
| SAN | BANCO SANTANDER SA | $11.29万 | 0.01% | 10,008 | 10,008 | — | $11.29万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $9.40万 | 0.01% | 11,960 | 11,960 | — | $9.40万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $8.79万 | 0.01% | 19,718 | 2,690 | 15.8% | $1.20万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -13,784 | -100.0% | -$483.20万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -43,599 | -100.0% | -$254.53万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -9,602 | -100.0% | -$101.48万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -7,357 | -100.0% | -$82.53万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,405 | -100.0% | -$28.38万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,637 | -100.0% | -$26.09万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,072 | -100.0% | -$24.28万 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -5,038 | -100.0% | -$24.26万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,626 | -100.0% | -$22.88万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -200 | -100.0% | -$21.41万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -13,872 | -100.0% | -$20.81万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -10,473 | -100.0% | -$9.46万 | 清仓 |
| — | JUPITER NEUROSCIENCES INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.06万 | 清仓 |