Allen Mooney & Barnes Investment Advisors LLC
THOMASVILLE GA · SEC CIK 0002001461
$6.58亿2026Q2 申报市值
152持仓数
31.7%前十大占比 · 第一大 5.3%
9 / 17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
SOXX 新建仓+$1,752.44万
BDX 新建仓+$1,607.79万
ACN 新建仓+$1,396.79万
XOM 新建仓+$1,168.49万
HONA 新建仓+$620.38万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$2,235.05万
EXXON MOBIL CORP 清仓-$2,185.55万
DOW 清仓-$1,847.96万
GOOGL 减仓-$1,301.69万
IBM 减仓-$1,000.34万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -128,819 | -100.0% | -$2,185.55万 | 清仓 |
| DOW | DOW HLDGS INC COM | $0 | 0.00% | 0 | -443,687 | -100.0% | -$1,847.96万 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | -111,001 | -100.0% | -$619.39万 | 清仓 |
| VMI | VALMONT INDS INC COM | $0 | 0.00% | 0 | -2,923 | -100.0% | -$116.78万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -11,700 | -100.0% | -$88.44万 | 清仓 |
| PML | PIMCO MUN INCOME FD II COM | $0 | 0.00% | 0 | -104,224 | -100.0% | -$78.90万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $0 | 0.00% | 0 | -2,837 | -100.0% | -$33.66万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -2,420 | -100.0% | -$31.16万 | 清仓 |
| IRM | IRON MTN INC DEL COM | $0 | 0.00% | 0 | -2,733 | -100.0% | -$27.91万 | 清仓 |
| NFLX | NETFLIX INC. COM | $0 | 0.00% | 0 | -2,870 | -100.0% | -$27.60万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -2,630 | -100.0% | -$24.33万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -8,474 | -100.0% | -$24.33万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,218 | -100.0% | -$23.89万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $0 | 0.00% | 0 | -2,954 | -100.0% | -$23.80万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO COM | $0 | 0.00% | 0 | -5,122 | -100.0% | -$23.20万 | 清仓 |
| AEE | AMEREN CORP COM | $0 | 0.00% | 0 | -1,849 | -100.0% | -$20.32万 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -12,012 | -100.0% | -$13.86万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $7.10万 | 0.01% | 14,601 | 0 | 0.0% | — | 重新持有 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $9.57万 | 0.01% | 10,000 | -3,675 | -26.9% | -$3.52万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $20.18万 | 0.03% | 1,775 | 1,775 | — | $20.18万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $20.21万 | 0.03% | 1,720 | 1 | 0.1% | $117 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $21.04万 | 0.03% | 2,714 | 106 | 4.1% | $8,218 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $21.67万 | 0.03% | 586 | -157 | -21.1% | -$5.81万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $21.68万 | 0.03% | 426 | 2 | 0.5% | $1,018 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $22.00万 | 0.03% | 4,104 | -402 | -8.9% | -$2.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $22.31万 | 0.03% | 438 | -25 | -5.4% | -$1.27万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $23.59万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $24.34万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $24.57万 | 0.04% | 5,803 | -7,955 | -57.8% | -$33.68万 | 减仓 |
| TJX | TJX COS INC NEW COM | $24.72万 | 0.04% | 1,632 | -1,077 | -39.8% | -$16.32万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $24.80万 | 0.04% | 2,506 | 6 | 0.2% | $594 | 加仓 |
| HD | HOME DEPOT INC COM | $25.59万 | 0.04% | 725 | -78 | -9.7% | -$2.75万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $25.98万 | 0.04% | 1,016 | -1,605 | -61.2% | -$41.04万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $26.11万 | 0.04% | 3,055 | 7 | 0.2% | $598 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $27.23万 | 0.04% | 1,106 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $27.32万 | 0.04% | 872 | 1 | 0.1% | $313 | 加仓 |
| GPC | GENUINE PARTS CO COM | $28.04万 | 0.04% | 2,377 | -207 | -8.0% | -$2.44万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $28.09万 | 0.04% | 1,576 | 1 | 0.1% | $178 | 加仓 |
| WELL | WELLTOWER INC COM | $28.23万 | 0.04% | 1,244 | -24 | -1.9% | -$5,446 | 减仓 |
| WFC | WELLS FARGO & CO COM | $29.36万 | 0.04% | 3,553 | -475 | -11.8% | -$3.93万 | 减仓 |
| SNA | SNAP ON INC COM | $30.14万 | 0.05% | 749 | 2 | 0.3% | $805 | 加仓 |
| DG | DOLLAR GEN CORP COM | $30.69万 | 0.05% | 2,666 | -654 | -19.7% | -$7.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $30.71万 | 0.05% | 2,632 | -5,350 | -67.0% | -$62.42万 | 减仓 |
| TGT | TARGET CORP COM | $30.89万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $31.76万 | 0.05% | 7,442 | 7,442 | — | $31.76万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $32.43万 | 0.05% | 2,266 | 50 | 2.3% | $7,157 | 加仓 |
| TSLA | TESLA INC COM | $33.82万 | 0.05% | 804 | -492 | -38.0% | -$20.69万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $34.55万 | 0.05% | 3,769 | 8 | 0.2% | $733 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $34.58万 | 0.05% | 1,552 | 3 | 0.2% | $668 | 加仓 |
| SBUX | STARBUCKS CORP COM | $35.16万 | 0.05% | 3,440 | -473 | -12.1% | -$4.83万 | 减仓 |
| GM | GENERAL MTRS CO COM | $36.61万 | 0.06% | 4,750 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $37.05万 | 0.06% | 3,447 | -200 | -5.5% | -$2.15万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $37.50万 | 0.06% | 2,195 | 2,195 | — | $37.50万 | 新建仓 |
| RNST | RENASANT CORP COM | $38.52万 | 0.06% | 9,054 | 31 | 0.3% | $1,319 | 加仓 |
| D | DOMINION ENERGY INC COM | $38.98万 | 0.06% | 5,708 | -267 | -4.5% | -$1.82万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $42.03万 | 0.06% | 3,954 | 16 | 0.4% | $1,701 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $42.16万 | 0.06% | 4,050 | 4,050 | — | $42.16万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $42.92万 | 0.07% | 5,595 | -218 | -3.8% | -$1.67万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $43.43万 | 0.07% | 11,753 | -773 | -6.2% | -$2.86万 | 减仓 |
| MMM | 3M CO COM | $44.46万 | 0.07% | 2,746 | -551 | -16.7% | -$8.92万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $44.81万 | 0.07% | 4,310 | -606 | -12.3% | -$6.30万 | 减仓 |
| ABCB | AMERIS BANCORP COM | $45.16万 | 0.07% | 5,003 | -3,379 | -40.3% | -$30.50万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $46.22万 | 0.07% | 2,211 | 2 | 0.1% | $418 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $46.38万 | 0.07% | 4,700 | 1,000 | 27.0% | $9.87万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $47.11万 | 0.07% | 1,568 | 1 | 0.1% | $300 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $47.75万 | 0.07% | 638 | -274 | -30.0% | -$20.51万 | 减仓 |
| ORCL | ORACLE CORP COM | $47.98万 | 0.07% | 3,274 | -998 | -23.4% | -$14.63万 | 减仓 |
| MET | METLIFE INC COM | $48.54万 | 0.07% | 5,737 | -463 | -7.5% | -$3.92万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $48.89万 | 0.07% | 16,035 | 116 | 0.7% | $3,537 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $49.94万 | 0.08% | 1,152 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $50.27万 | 0.08% | 3,600 | -3,044 | -45.8% | -$42.50万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $50.84万 | 0.08% | 1,615 | 2 | 0.1% | $630 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $50.96万 | 0.08% | 4,264 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $52.16万 | 0.08% | 5,465 | 1,106 | 25.4% | $10.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $53.40万 | 0.08% | 571 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $54.14万 | 0.08% | 1,991 | 1 | 0.1% | $272 | 加仓 |
| PFE | PFIZER INC COM | $54.28万 | 0.08% | 22,543 | -3,385 | -13.1% | -$8.15万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $55.07万 | 0.08% | 282 | -15 | -5.1% | -$2.93万 | 减仓 |
| DE | DEERE & CO COM | $56.08万 | 0.09% | 884 | -1,048 | -54.2% | -$66.48万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $56.82万 | 0.09% | 6,596 | -904 | -12.1% | -$7.79万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $56.88万 | 0.09% | 10,920 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $60.02万 | 0.09% | 4,742 | -3,254 | -40.7% | -$41.19万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $60.07万 | 0.09% | 4,838 | 6 | 0.1% | $745 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $61.21万 | 0.09% | 8,436 | -5,200 | -38.1% | -$37.73万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $62.45万 | 0.09% | 5,661 | -259 | -4.4% | -$2.86万 | 减仓 |
| BLK | BLACKROCK INC COM | $68.71万 | 0.10% | 715 | -21 | -2.9% | -$2.02万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $68.83万 | 0.10% | 1,681 | 4 | 0.2% | $1,638 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $72.78万 | 0.11% | 1,035 | 1 | 0.1% | $703 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $75.45万 | 0.11% | 4,170 | -2,661 | -39.0% | -$48.14万 | 减仓 |
| AVGO | BROADCOM INC COM | $75.64万 | 0.12% | 2,002 | -220 | -9.9% | -$8.31万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $75.82万 | 0.12% | 3,779 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $77.23万 | 0.12% | 8,799 | -2,195 | -20.0% | -$19.27万 | 减仓 |
| GLD | SPDR GOLD SHARES | $79.42万 | 0.12% | 2,156 | 30 | 1.4% | $1.11万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $79.59万 | 0.12% | 13,968 | -652 | -4.5% | -$3.72万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $80.12万 | 0.12% | 6,508 | -808 | -11.0% | -$9.95万 | 减仓 |
| FTNT | FORTINET INC COM | $81.91万 | 0.12% | 5,332 | -1,203 | -18.4% | -$18.48万 | 减仓 |
| RTX | RTX CORPORATION COM | $82.12万 | 0.12% | 4,328 | -42 | -1.0% | -$7,969 | 减仓 |
| PSX | PHILLIPS 66 COM | $86.28万 | 0.13% | 5,104 | -106 | -2.0% | -$1.79万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $93.30万 | 0.14% | 19,265 | 2 | 0.0% | $97 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $93.60万 | 0.14% | 2,649 | -714 | -21.2% | -$25.23万 | 减仓 |