Allen Mooney & Barnes Investment Advisors LLC
THOMASVILLE GA · SEC CIK 0002001461
$6.95亿2026Q1 申报市值
159持仓数
30.6%前十大占比 · 第一大 4.9%
5 / 7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
WY 加仓+$1,415.89万
INTU 新建仓+$1,360.74万
MRK 加仓+$1,264.49万
ADBE 加仓+$477.38万
FISV 加仓+$230.50万
2026Q1 卖出最多 按季末市值估算
DOW 减仓-$799.47万
EXXON MOBIL CORP 减仓-$662.17万
CMI 减仓-$515.90万
EPD 减仓-$48.03万
PML 减仓-$42.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3,387.67万 | 4.87% | 133,483 | 1,513 | 1.1% | $38.40万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,837.29万 | 4.08% | 98,668 | 370 | 0.4% | $10.64万 | 加仓 |
| — | EXXON MOBIL CORP COM | $2,185.55万 | 3.14% | 128,819 | -39,029 | -23.3% | -$662.17万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $2,009.24万 | 2.89% | 153,284 | 387 | 0.3% | $5.07万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,914.98万 | 2.75% | 88,049 | 953 | 1.1% | $20.73万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1,906.36万 | 2.74% | 503,794 | -12,692 | -2.5% | -$48.03万 | 减仓 |
| DOW | DOW HLDGS INC COM | $1,847.96万 | 2.66% | 443,687 | -191,950 | -30.2% | -$799.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,774.15万 | 2.55% | 60,313 | 737 | 1.2% | $21.68万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,746.47万 | 2.51% | 47,180 | 551 | 1.2% | $20.40万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1,664.51万 | 2.39% | 48,226 | -303 | -0.6% | -$10.46万 | 减仓 |
| CSCO | CISCO SYS INC COM | $1,602.18万 | 2.30% | 206,493 | 4,442 | 2.2% | $34.47万 | 加仓 |
| EOG | EOG RES INC COM | $1,601.24万 | 2.30% | 110,759 | 6,242 | 6.0% | $90.24万 | 加仓 |
| CMI | CUMMINS INC COM | $1,589.35万 | 2.29% | 29,541 | -9,589 | -24.5% | -$515.90万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,564.71万 | 2.25% | 130,078 | 105,120 | 421.2% | $1,264.49万 | 加仓 |
| LOW | LOWES COS INC COM | $1,563.53万 | 2.25% | 66,173 | 482 | 0.7% | $11.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,553.73万 | 2.23% | 51,366 | 954 | 1.9% | $28.86万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,545.95万 | 2.22% | 74,228 | 1,686 | 2.3% | $35.11万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $1,455.64万 | 2.09% | 595,842 | 579,572 | 3,562.2% | $1,415.89万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1,452.51万 | 2.09% | 49,616 | 1,374 | 2.8% | $40.22万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,417.08万 | 2.04% | 150,785 | 2,681 | 1.8% | $25.20万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,415.20万 | 2.04% | 21,761 | 368 | 1.7% | $23.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,413.46万 | 2.03% | 52,236 | 2,258 | 4.5% | $61.10万 | 加仓 |
| ADBE | ADOBE INC COM | $1,410.88万 | 2.03% | 58,042 | 19,639 | 51.1% | $477.38万 | 加仓 |
| — | HONEYWELL INTL INC COM | $1,378.52万 | 1.98% | 60,989 | 274 | 0.5% | $6.19万 | 加仓 |
| INTU | INTUIT COM | $1,360.74万 | 1.96% | 31,471 | 31,471 | — | $1,360.74万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $1,353.14万 | 1.95% | 205,053 | 2,467 | 1.2% | $16.28万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,352.89万 | 1.95% | 23,647 | 507 | 2.2% | $29.01万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $1,252.02万 | 1.80% | 258,736 | 6,423 | 2.5% | $31.08万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,228.28万 | 1.77% | 141,752 | 2,721 | 2.0% | $23.58万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $1,023.72万 | 1.47% | 104,793 | 3,079 | 3.0% | $30.08万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1,012.65万 | 1.46% | 89,291 | 1,988 | 2.3% | $22.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $999.21万 | 1.44% | 41,223 | -89 | -0.2% | -$2.16万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $926.32万 | 1.33% | 27,102 | -1,090 | -3.9% | -$37.26万 | 减仓 |
| PEP | PEPSICO INC COM | $876.45万 | 1.26% | 56,440 | 2,232 | 4.1% | $34.66万 | 加仓 |
| T | AT&T INC COM | $783.16万 | 1.13% | 270,149 | 9,676 | 3.7% | $28.05万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $765.49万 | 1.10% | 78,811 | -625 | -0.8% | -$6.07万 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $759.32万 | 1.09% | 931,675 | 8,285 | 0.9% | $6.75万 | 加仓 |
| AFL | AFLAC INC COM | $734.61万 | 1.06% | 66,960 | 370 | 0.6% | $4.06万 | 加仓 |
| FISV | FISERV INC COM | $619.39万 | 0.89% | 111,001 | 41,309 | 59.3% | $230.50万 | 加仓 |
| WMT | WALMART INC COM | $579.12万 | 0.83% | 46,598 | 204 | 0.4% | $2.54万 | 加仓 |
| V | VISA INC COM CL A | $550.30万 | 0.79% | 18,207 | 8 | 0.0% | $2,418 | 加仓 |
| EFX | EQUIFAX INC COM | $521.39万 | 0.75% | 28,955 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $509.75万 | 0.73% | 5,542 | -213 | -3.7% | -$19.59万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $473.15万 | 0.68% | 7,918 | 37 | 0.5% | $2.21万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $462.43万 | 0.67% | 17,655 | 76 | 0.4% | $1.99万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $397.06万 | 0.57% | 13,826 | 119 | 0.9% | $3.42万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $359.92万 | 0.52% | 17,396 | -235 | -1.3% | -$4.86万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $343.14万 | 0.49% | 60,422 | -3,015 | -4.8% | -$17.12万 | 减仓 |
| KO | COCA COLA CO COM | $305.95万 | 0.44% | 40,231 | -434 | -1.1% | -$3.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $260.59万 | 0.37% | 5,438 | 60 | 1.1% | $2.88万 | 加仓 |
| SO | SOUTHERN CO COM | $251.18万 | 0.36% | 26,024 | 284 | 1.1% | $2.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $230.43万 | 0.33% | 16,534 | 3 | 0.0% | $418 | 加仓 |
| USB | US BANCORP COM NEW | $224.82万 | 0.32% | 43,226 | 149 | 0.3% | $7,750 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $206.06万 | 0.30% | 33,975 | -251 | -0.7% | -$1.52万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $205.64万 | 0.30% | 3,563 | 127 | 3.7% | $7.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $194.27万 | 0.28% | 7,948 | -16 | -0.2% | -$3,911 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $191.78万 | 0.28% | 26,383 | -37 | -0.1% | -$2,690 | 减仓 |
| DHR | DANAHER CORP DEL COM | $178.67万 | 0.26% | 9,424 | 9 | 0.1% | $1,706 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $171.71万 | 0.25% | 2,030 | 49 | 2.5% | $4.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $166.53万 | 0.24% | 9,549 | 309 | 3.3% | $5.39万 | 加仓 |
| MCD | MCDONALDS CORP COM | $149.18万 | 0.21% | 4,800 | -159 | -3.2% | -$4.94万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $144.47万 | 0.21% | 6,837 | 125 | 1.9% | $2.64万 | 加仓 |
| CAT | CATERPILLAR INC COM | $144.18万 | 0.21% | 2,035 | -17 | -0.8% | -$1.20万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $133.38万 | 0.19% | 29,014 | -572 | -1.9% | -$2.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $125.58万 | 0.18% | 8,694 | -38 | -0.4% | -$5,489 | 减仓 |
| VMI | VALMONT INDS INC COM | $116.78万 | 0.17% | 2,923 | 202 | 7.4% | $8.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $116.76万 | 0.17% | 7,982 | 1,044 | 15.0% | $15.27万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $116.53万 | 0.17% | 16,399 | 352 | 2.2% | $2.50万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $115.07万 | 0.17% | 7,316 | 30 | 0.4% | $4,718 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $112.95万 | 0.16% | 6,831 | 12 | 0.2% | $1,984 | 加仓 |
| CBAN | COLONY BANKCORP INC COM | $112.69万 | 0.16% | 56,430 | 4 | 0.0% | $80 | 加仓 |
| DE | DEERE & CO COM | $108.80万 | 0.16% | 1,932 | 31 | 1.6% | $1.75万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $104.70万 | 0.15% | 7,996 | 16 | 0.2% | $2,095 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $102.11万 | 0.15% | 10,994 | 816 | 8.0% | $7.58万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $96.47万 | 0.14% | 3,363 | 71 | 2.2% | $2.04万 | 加仓 |
| PSX | PHILLIPS 66 COM | $94.92万 | 0.14% | 5,210 | 4 | 0.1% | $729 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $92.56万 | 0.13% | 19,263 | 168 | 0.9% | $8,073 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $91.77万 | 0.13% | 13,636 | 1,866 | 15.9% | $12.56万 | 加仓 |
| GLD | SPDR GOLD SHARES | $91.48万 | 0.13% | 2,126 | -9 | -0.4% | -$3,873 | 减仓 |
| — | HOLOGIC INC COM | $88.44万 | 0.13% | 11,700 | 22 | 0.2% | $1,663 | 加仓 |
| RTX | RTX CORPORATION COM | $84.30万 | 0.12% | 4,370 | -120 | -2.7% | -$2.31万 | 减仓 |
| PML | PIMCO MUN INCOME FD II COM | $78.90万 | 0.11% | 104,224 | -56,258 | -35.1% | -$42.59万 | 减仓 |
| PFE | PFIZER INC COM | $72.81万 | 0.10% | 25,928 | 115 | 0.4% | $3,229 | 加仓 |
| BAC | BANK AMERICA CORP COM | $71.27万 | 0.10% | 14,620 | -136 | -0.9% | -$6,630 | 减仓 |
| BLK | BLACKROCK INC COM | $70.80万 | 0.10% | 736 | -8 | -1.1% | -$7,696 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $69.07万 | 0.10% | 13,758 | 1,257 | 10.1% | $6.31万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $68.94万 | 0.10% | 3,779 | 52 | 1.4% | $9,487 | 加仓 |
| AVGO | BROADCOM INC COM | $68.78万 | 0.10% | 2,222 | 55 | 2.5% | $1.70万 | 加仓 |
| ABCB | AMERIS BANCORP COM | $65.37万 | 0.09% | 8,382 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $64.89万 | 0.09% | 4,916 | 8 | 0.2% | $1,056 | 加仓 |
| MPC | MARATHON PETE CORP COM | $64.00万 | 0.09% | 2,621 | 5 | 0.2% | $1,221 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $63.76万 | 0.09% | 1,034 | 17 | 1.7% | $1.05万 | 加仓 |
| ORCL | ORACLE CORP COM | $62.85万 | 0.09% | 4,272 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $59.81万 | 0.09% | 1,677 | 36 | 2.2% | $1.28万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $59.55万 | 0.09% | 912 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $58.87万 | 0.08% | 12,526 | -145 | -1.1% | -$6,815 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $57.56万 | 0.08% | 5,920 | -288 | -4.6% | -$2.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $56.85万 | 0.08% | 571 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $56.85万 | 0.08% | 297 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $54.58万 | 0.08% | 1,250 | 119 | 10.5% | $5.20万 | 加仓 |