13F 机构持仓

Allen Mooney & Barnes Investment Advisors LLC

THOMASVILLE GA · SEC CIK 0002001461

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.3%
GOOGL 3.4%
ABBV 3.1%
UNH 3.1%
CMI 3.0%
AEP 3.0%
JPM 2.9%
ELV 2.7%
SOXX 2.7%
EPD 2.6%

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
TFC TRUIST FINL CORP COM $94.33万0.14%18,933 -10,081-34.7% -$50.22万 减仓
SWK STANLEY BLACK & DECKER INC COM $104.91万0.16%11,146 -5,253-32.0% -$49.44万 减仓
CBAN COLONY BANKCORP INC COM $116.33万0.18%57,904 1,4742.6% $2.96万 加仓
PG PROCTER & GAMBLE CO COM $118.56万0.18%8,085 -609-7.0% -$8.93万 减仓
NVDA NVIDIA CORPORATION COM $125.89万0.19%6,292 -3,257-34.1% -$65.16万 减仓
MCD MCDONALDS CORP COM $130.01万0.20%4,810 100.2% $2,703 加仓
CAT CATERPILLAR INC COM $142.40万0.22%1,337 -698-34.3% -$74.34万 减仓
CAH CARDINAL HEALTH INC COM $152.92万0.23%6,437 -400-5.9% -$9.50万 减仓
IBM INTERNATIONAL BUSINESS MACHS COM $158.82万0.24%5,648 -35,575-86.3% -$1,000.34万 减仓
DHR DANAHER CORP DEL COM $165.19万0.25%8,673 -751-8.0% -$14.30万 减仓
JNJ JOHNSON & JOHNSON COM $185.42万0.28%7,301 -647-8.1% -$16.43万 减仓
SO SOUTHERN CO COM $187.82万0.29%19,624 -6,400-24.6% -$61.25万 减仓
CSCO CISCO SYS INC COM $190.36万0.29%16,207 -190,286-92.2% -$2,235.05万 减仓
BMY BRISTOL-MYERS SQUIBB CO COM $190.44万0.29%33,051 -924-2.7% -$5.32万 减仓
ADM ARCHER DANIELS MIDLAND CO COM $196.22万0.30%25,683 -700-2.7% -$5.35万 减仓
GILD GILEAD SCIENCES INC COM $198.46万0.30%15,709 -825-5.0% -$10.42万 减仓
GS GOLDMAN SACHS GROUP INC COM $208.20万0.32%2,059 291.4% $2.93万 加仓
USB US BANCORP COM NEW $249.32万0.38%41,278 -1,948-4.5% -$11.77万 减仓
QQQ INVESCO QQQ TRUST SERIES I $263.69万0.40%3,581 180.5% $1.33万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $264.81万0.40%5,292 -146-2.7% -$7.31万 减仓
KO COCA COLA CO COM $275.55万0.42%33,906 -6,325-15.7% -$51.40万 减仓
CVX CHEVRON CORPORATION COM $279.10万0.42%16,837 -559-3.2% -$9.27万 减仓
EEM ISHARES MSCI EMERGING MARKETS ETF $413.35万0.63%60,422 00.0% — 不变
VO VANGUARD MID-CAP ETF $431.72万0.66%53,583 -1,721-3.1% -$13.87万 减仓
EFX EQUIFAX INC COM $454.81万0.69%28,655 -300-1.0% -$4.76万 减仓
T AT&T INC COM $462.47万0.70%223,417 -46,732-17.3% -$96.74万 减仓
WMT WALMART INC COM $510.89万0.78%45,107 -1,491-3.2% -$16.89万 减仓
VB VANGUARD SMALL-CAP ETF $512.64万0.78%16,912 -743-4.2% -$22.52万 减仓
VOO VANGUARD S&P 500 ETF $556.68万0.85%8,105 1872.4% $12.84万 加仓
LLY ELI LILLY & CO COM $577.54万0.88%4,815 -727-13.1% -$87.20万 减仓
V VISA INC COM CL A $600.54万0.91%17,504 -703-3.9% -$24.12万 减仓
HONA HONEYWELL AEROSPACE INC COM $620.38万0.94%28,068 28,068— $620.38万 新建仓
HON HONEYWELL INTL INC COM $629.86万0.96%28,131 -32,858-53.9% -$735.70万 减仓
FLO FLOWERS FOODS INC COM $687.41万1.05%870,134 -61,541-6.6% -$48.62万 减仓
PEP PEPSICO INC COM $709.68万1.08%52,413 -4,027-7.1% -$54.53万 减仓
AFL AFLAC INC COM $713.70万1.09%60,870 -6,090-9.1% -$71.41万 减仓
EFA ISHARES MSCI EAFE ETF $801.85万1.22%77,190 -1,621-2.1% -$16.84万 减仓
INTU INTUIT COM $814.92万1.24%31,223 -248-0.8% -$6.47万 减仓
EOG EOG RES INC COM $861.43万1.31%66,402 -44,357-40.0% -$575.44万 减仓
AMAT APPLIED MATLS INC COM $974.73万1.48%13,482 -13,620-50.3% -$984.71万 减仓
CG CARLYLE GROUP INC COM $1,004.32万1.53%238,500 -20,236-7.8% -$85.21万 减仓
PRU PRUDENTIAL FINL INC COM $1,015.43万1.54%94,082 -10,711-10.2% -$115.60万 减仓
MDT MEDTRONIC PLC SHS $1,017.27万1.55%130,036 -11,716-8.3% -$91.65万 减仓
ADBE ADOBE INC COM $1,157.75万1.76%56,470 -1,572-2.7% -$32.23万 减仓
C CITIGROUP INC COM NEW $1,166.77万1.77%83,365 -5,926-6.6% -$82.94万 减仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $1,168.49万1.78%85,466 85,466— $1,168.49万 新建仓
META META PLATFORMS INC CL A $1,261.65万1.92%22,398 -1,249-5.3% -$70.35万 减仓
MO ALTRIA GROUP INC COM $1,289.83万1.96%179,267 -25,786-12.6% -$185.53万 减仓
LHX L3HARRIS TECHNOLOGIES INC COM $1,330.31万2.02%45,780 -2,446-5.1% -$71.08万 减仓
SCHW SCHWAB CHARLES CORP COM $1,342.33万2.04%145,478 -5,307-3.5% -$48.97万 减仓
LOW LOWES COS INC COM $1,362.86万2.07%61,811 -4,362-6.6% -$96.18万 减仓
WY WEYERHAEUSER CO COM NEW $1,378.72万2.10%575,908 -19,934-3.3% -$47.72万 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $1,396.79万2.12%112,246 112,246— $1,396.79万 新建仓
BDX BECTON DICKINSON & CO COM $1,607.79万2.45%106,244 106,244— $1,607.79万 新建仓
SPY STATE STREET SPDR S&P 500 ETF $1,626.26万2.47%21,777 160.1% $1.19万 加仓
MRK MERCK & CO INC COM $1,628.46万2.48%126,728 -3,350-2.6% -$43.05万 减仓
AXP AMERICAN EXPRESS CO COM $1,668.45万2.54%49,326 -2,040-4.0% -$69.00万 减仓
AMZN AMAZON COM INC COM $1,678.58万2.55%70,428 -3,800-5.1% -$90.57万 减仓
MSFT MICROSOFT CORP COM $1,685.24万2.56%45,178 -2,002-4.2% -$74.68万 减仓
EPD ENTERPRISE PRODS PARTNERS L P COM $1,687.05万2.57%458,936 -44,858-8.9% -$164.90万 减仓
SOXX ISHARES SEMICONDUCTOR ETF $1,752.44万2.67%27,349 27,349— $1,752.44万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY A COM $1,794.35万2.73%46,398 -3,218-6.5% -$124.45万 减仓
JPM JPMORGAN CHASE & CO COM $1,888.05万2.87%57,680 -2,633-4.4% -$86.19万 减仓
AEP AMERICAN ELEC PWR CO INC COM $1,955.37万2.97%142,926 -10,358-6.8% -$141.71万 减仓
CMI CUMMINS INC COM $1,999.80万3.04%28,039 -1,502-5.1% -$107.13万 减仓
UNH UNITEDHEALTH GROUP INC COM $2,056.07万3.13%49,469 -2,767-5.3% -$115.00万 减仓
ABBV ABBVIE INC COM $2,063.09万3.14%81,986 -6,063-6.9% -$152.57万 减仓
GOOGL ALPHABET INC CAP STK CL A $2,224.43万3.38%62,244 -36,424-36.9% -$1,301.69万 减仓
AAPL APPLE INC COM $3,453.31万5.25%119,343 -14,140-10.6% -$409.16万 减仓