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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $7,938.26万 | 6.46% | 903,307 | 19,118 | 2.2% | $168.01万 | 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 |
| UITB | VICTORY PORTFOLIOS II | $5,561.23万 | 4.53% | 1,187,333 | 73,392 | 6.6% | $343.75万 | 加仓 |
| IQLT | ISHARES TR | $5,219.92万 | 4.25% | 1,053,465 | 36,819 | 3.6% | $182.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,462.98万 | 3.63% | 89,190 | -378 | -0.4% | -$18.91万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $3,432.52万 | 2.79% | 573,042 | 18,479 | 3.3% | $110.69万 | 加仓 |
| AAPL | APPLE INC | $3,294.27万 | 2.68% | 113,847 | 1,166 | 1.0% | $33.74万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,068.41万 | 2.50% | 1,157,019 | 67,549 | 6.2% | $179.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,949.58万 | 2.40% | 421,972 | 3,373 | 0.8% | $23.58万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,427.91万 | 1.98% | 421,001 | 14,765 | 3.6% | $85.15万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,236.37万 | 1.82% | 431,898 | 16,190 | 3.9% | $83.83万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,152.06万 | 1.75% | 223,034 | 2,755 | 1.3% | $26.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,042.28万 | 1.66% | 42,764 | -1,685 | -3.8% | -$80.47万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,035.76万 | 1.66% | 444,975 | 15,928 | 3.7% | $72.87万 | 加仓 |
| GOOGL | ALPHABET INC | $1,941.38万 | 1.58% | 54,324 | -388 | -0.7% | -$13.87万 | 减仓 |
| KLAC | KLA CORP | $1,733.02万 | 1.41% | 57,440 | -5,230 | -8.3% | -$157.79万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,677.51万 | 1.37% | 633,025 | -678 | -0.1% | -$1.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,649.65万 | 1.34% | 82,445 | 1,675 | 2.1% | $33.52万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,590.47万 | 1.29% | 135,833 | 3,900 | 3.0% | $45.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,561.06万 | 1.27% | 530,430 | 28,385 | 5.7% | $83.54万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,459.44万 | 1.19% | 324,391 | 21,841 | 7.2% | $98.26万 | 加仓 |
| AMZN | AMAZON COM INC | $1,264.04万 | 1.03% | 53,035 | 676 | 1.3% | $16.11万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,223.72万 | 1.00% | 216,664 | -28,148 | -11.5% | -$158.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,165.33万 | 0.95% | 31,240 | -647 | -2.0% | -$24.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,107.22万 | 0.90% | 33,826 | -14,008 | -29.3% | -$458.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,062.77万 | 0.87% | 115,181 | 2,570 | 2.3% | $23.71万 | 加仓 |
| HD | HOME DEPOT INC | $966.34万 | 0.79% | 27,400 | 511 | 1.9% | $18.02万 | 加仓 |
| GLDM | WORLD GOLD TR | $964.06万 | 0.78% | 121,388 | 118,993 | 4,968.4% | $945.04万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $940.87万 | 0.77% | 372,475 | -107,361 | -22.4% | -$271.19万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $935.37万 | 0.76% | 292,578 | 5,441 | 1.9% | $17.39万 | 加仓 |
| USFR | WISDOMTREE TR | $928.09万 | 0.76% | 184,328 | -53,886 | -22.6% | -$271.32万 | 减仓 |
| DE | DEERE & CO | $926.46万 | 0.75% | 14,605 | 39 | 0.3% | $2.47万 | 加仓 |
| BX | BLACKSTONE INC | $877.27万 | 0.71% | 74,553 | 2,814 | 3.9% | $33.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $875.41万 | 0.71% | 9,358 | 1,036 | 12.4% | $96.91万 | 加仓 |
| META | META PLATFORMS INC | $872.00万 | 0.71% | 15,480 | -387 | -2.4% | -$21.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $865.34万 | 0.70% | 52,204 | 1,181 | 2.3% | $19.58万 | 加仓 |
| SGOL | ETFS GOLD TR | $838.87万 | 0.68% | 219,428 | -243,770 | -52.6% | -$931.93万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $797.66万 | 0.65% | 287,964 | 39,811 | 16.0% | $110.28万 | 加仓 |
| ASML | ASML HLDG NV | $790.40万 | 0.64% | 3,973 | -22 | -0.6% | -$4.38万 | 减仓 |
| IVV | ISHARES TR | $780.22万 | 0.64% | 10,418 | 78 | 0.8% | $5.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $768.77万 | 0.63% | 242,438 | 13,813 | 6.0% | $43.80万 | 加仓 |
| GPC | GENUINE PARTS CO | $737.19万 | 0.60% | 62,484 | 2,844 | 4.8% | $33.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $711.06万 | 0.58% | 44,995 | 641 | 1.4% | $10.13万 | 加仓 |
| APH | AMPHENOL CORP | $708.35万 | 0.58% | 40,174 | 493 | 1.2% | $8.69万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $636.07万 | 0.52% | 138,398 | -781 | -0.6% | -$3.59万 | 减仓 |
| PEP | PEPSICO INC | $632.22万 | 0.51% | 46,692 | 1,266 | 2.8% | $17.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $612.55万 | 0.50% | 144,673 | 3,531 | 2.5% | $14.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $596.43万 | 0.49% | 57,372 | -1,584 | -2.7% | -$16.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $591.03万 | 0.48% | 23,223 | 227 | 1.0% | $5.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $563.59万 | 0.46% | 41,195 | 959 | 2.4% | $13.12万 | 加仓 |
| UL | UNILEVER PLC | $558.33万 | 0.45% | 92,870 | 5,161 | 5.9% | $31.03万 | 加仓 |
| PFE | PFIZER INC | $526.70万 | 0.43% | 218,728 | 7,145 | 3.4% | $17.21万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.43% | 7 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $499.00万 | 0.41% | 4,323 | -181 | -4.0% | -$20.89万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $493.13万 | 0.40% | 108,405 | -1,290 | -1.2% | -$5.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $477.93万 | 0.39% | 6,400 | 300 | 4.9% | $22.40万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $468.10万 | 0.38% | 134,472 | 17,594 | 15.1% | $61.24万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $455.82万 | 0.37% | 90,048 | 9,356 | 11.6% | $47.36万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $429.68万 | 0.35% | 45,652 | 1,425 | 3.2% | $13.41万 | 加仓 |
| CAT | CATERPILLAR INC | $427.73万 | 0.35% | 4,017 | -3 | -0.1% | -$3,194 | 减仓 |
| OKE | ONEOK INC NEW | $423.97万 | 0.35% | 48,766 | 929 | 1.9% | $8.08万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $418.72万 | 0.34% | 14,144 | 14,144 | — | $418.72万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $411.25万 | 0.33% | 121,529 | 20,353 | 20.1% | $68.87万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $405.64万 | 0.33% | 62,890 | -526 | -0.8% | -$3.39万 | 减仓 |
| NOBL | PROSHARES TR | $401.56万 | 0.33% | 71,504 | -1,342 | -1.8% | -$7.54万 | 减仓 |
| AMLP | ALPS ETF TR | $397.98万 | 0.32% | 76,756 | 1,965 | 2.6% | $10.19万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $394.25万 | 0.32% | 50,839 | -248 | -0.5% | -$1.92万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $392.87万 | 0.32% | 42,661 | 17,576 | 70.1% | $161.86万 | 加仓 |
| FRDM | EA SERIES TRUST | $384.97万 | 0.31% | 52,808 | -2,321 | -4.2% | -$16.92万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $380.34万 | 0.31% | 95,852 | -137 | -0.1% | -$5,436 | 减仓 |
| ORCL | ORACLE CORP | $371.89万 | 0.30% | 25,376 | 20,443 | 414.4% | $299.59万 | 加仓 |
| NVO | NOVO-NORDISK A S | $366.89万 | 0.30% | 76,530 | 2,339 | 3.2% | $11.21万 | 加仓 |
| ZTS | ZOETIS INC | $360.67万 | 0.29% | 50,190 | 10,087 | 25.2% | $72.49万 | 加仓 |
| — | TIDAL TRUST I | $358.78万 | 0.29% | 152,460 | -16,713 | -9.9% | -$39.33万 | 减仓 |
| AVGO | BROADCOM INC | $357.24万 | 0.29% | 9,457 | 411 | 4.5% | $15.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $350.76万 | 0.29% | 48,608 | 48,608 | — | $350.76万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $349.39万 | 0.28% | 96,705 | 13,184 | 15.8% | $47.63万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $342.25万 | 0.28% | 7,589 | 44 | 0.6% | $1.98万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $338.95万 | 0.28% | 33,841 | -6,074 | -15.2% | -$60.84万 | 减仓 |
| — | EXXON MOBIL CORP | $338.38万 | 0.28% | 24,750 | -872 | -3.4% | -$11.92万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $323.38万 | 0.26% | 63,808 | -686 | -1.1% | -$3.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $316.44万 | 0.26% | 25,429 | 25,429 | — | $316.44万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $312.09万 | 0.25% | 22,789 | 1,526 | 7.2% | $20.90万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $311.05万 | 0.25% | 17,451 | 26 | 0.1% | $4,634 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $310.39万 | 0.25% | 85,600 | 12,731 | 17.5% | $46.16万 | 加仓 |
| CPNG | COUPANG INC | $306.42万 | 0.25% | 176,408 | 25,617 | 17.0% | $44.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $306.18万 | 0.25% | 4,100 | -1,900 | -31.7% | -$141.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $305.06万 | 0.25% | 12,012 | -15,673 | -56.6% | -$398.04万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $300.64万 | 0.24% | 95,109 | 5,134 | 5.7% | $16.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $298.29万 | 0.24% | 41,865 | 1,540 | 3.8% | $10.97万 | 加仓 |
| TSLA | TESLA INC | $297.57万 | 0.24% | 7,075 | 282 | 4.2% | $11.86万 | 加仓 |
| GOOG | ALPHABET INC | $296.64万 | 0.24% | 8,395 | 288 | 3.6% | $10.18万 | 加仓 |
| VEEV | VEEVA SYS INC | $285.30万 | 0.23% | 16,076 | -1,281 | -7.4% | -$22.73万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $278.63万 | 0.23% | 23,551 | 383 | 1.7% | $4.53万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $264.61万 | 0.22% | 50,556 | 6,366 | 14.4% | $33.32万 | 加仓 |
| CPRT | COPART INC | $261.80万 | 0.21% | 92,869 | 1,109 | 1.2% | $3.13万 | 加仓 |
| DLN | WISDOMTREE TR | $258.14万 | 0.21% | 26,800 | -2,606 | -8.9% | -$25.10万 | 减仓 |
| LLY | ELI LILLY & CO | $252.12万 | 0.21% | 2,102 | 184 | 9.6% | $22.07万 | 加仓 |
| INTU | INTUIT | $238.06万 | 0.19% | 9,121 | 448 | 5.2% | $11.69万 | 加仓 |
| WMT | WALMART INC | $227.73万 | 0.19% | 20,107 | -8 | -0.0% | -$906 | 减仓 |