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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC COM | $53.40万 | 0.08% | 6,535 | -55 | -0.8% | -$4,495 | 减仓 |
| SYK | STRYKER CORPORATION COM | $53.02万 | 0.08% | 1,613 | -1 | -0.1% | -$329 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $51.53万 | 0.07% | 1,208 | 1 | 0.1% | $427 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $50.11万 | 0.07% | 10,920 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $48.27万 | 0.07% | 1,990 | -21 | -1.0% | -$5,094 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $48.27万 | 0.07% | 15,919 | -91 | -0.6% | -$2,759 | 减仓 |
| TSLA | TESLA INC COM | $48.18万 | 0.07% | 1,296 | -22 | -1.7% | -$8,178 | 减仓 |
| MMM | 3M CO COM | $47.88万 | 0.07% | 3,297 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $45.18万 | 0.06% | 4,359 | -112 | -2.5% | -$1.16万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $44.87万 | 0.06% | 5,813 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $43.85万 | 0.06% | 6,200 | 172 | 2.9% | $1.22万 | 加仓 |
| TJX | TJX COS INC NEW COM | $43.27万 | 0.06% | 2,709 | 196 | 7.8% | $3.13万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $39.42万 | 0.06% | 3,320 | 234 | 7.6% | $2.78万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $38.85万 | 0.06% | 1,567 | 94 | 6.4% | $2.33万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $37.19万 | 0.05% | 533 | -212 | -28.5% | -$14.79万 | 减仓 |
| D | DOMINION ENERGY INC COM | $36.94万 | 0.05% | 5,975 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $36.92万 | 0.05% | 3,938 | 17 | 0.4% | $1,594 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $36.35万 | 0.05% | 2,209 | 3 | 0.1% | $494 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $35.88万 | 0.05% | 3,647 | 1,519 | 71.4% | $14.94万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $35.60万 | 0.05% | 1,549 | 1 | 0.1% | $230 | 加仓 |
| GM | GENERAL MTRS CO COM | $35.39万 | 0.05% | 4,750 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $35.06万 | 0.05% | 3,913 | -280 | -6.7% | -$2.51万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $33.66万 | 0.05% | 2,837 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP COM | $32.60万 | 0.05% | 9,023 | -784 | -8.0% | -$2.83万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $32.07万 | 0.05% | 4,028 | -67 | -1.6% | -$5,334 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $32.05万 | 0.05% | 3,761 | 7 | 0.2% | $597 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $31.55万 | 0.05% | 463 | -4 | -0.9% | -$2,726 | 减仓 |
| QCOM | QUALCOMM INC COM | $31.16万 | 0.04% | 2,420 | -155 | -6.0% | -$2.00万 | 减仓 |
| FDX | FEDEX CORP COM | $31.03万 | 0.04% | 871 | -3 | -0.3% | -$1,069 | 减仓 |
| INTC | INTEL CORP COM | $29.32万 | 0.04% | 6,644 | -2,374 | -26.3% | -$10.48万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $29.03万 | 0.04% | 2,216 | 1 | 0.0% | $131 | 加仓 |
| TGT | TARGET CORP COM | $28.66万 | 0.04% | 2,365 | -4 | -0.2% | -$485 | 减仓 |
| IRM | IRON MTN INC DEL COM | $27.91万 | 0.04% | 2,733 | -66 | -2.4% | -$6,741 | 减仓 |
| NFLX | NETFLIX INC. COM | $27.60万 | 0.04% | 2,870 | 180 | 6.7% | $1.73万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $27.32万 | 0.04% | 2,584 | 2 | 0.1% | $211 | 加仓 |
| SNA | SNAP ON INC COM | $27.12万 | 0.04% | 747 | -7 | -0.9% | -$2,541 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $26.52万 | 0.04% | 63 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $26.40万 | 0.04% | 803 | -153 | -16.0% | -$5.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $25.65万 | 0.04% | 424 | 1 | 0.2% | $605 | 加仓 |
| OKE | ONEOK INC NEW COM | $25.31万 | 0.04% | 2,800 | -15 | -0.5% | -$1,356 | 减仓 |
| WELL | WELLTOWER INC COM | $25.07万 | 0.04% | 1,268 | -15 | -1.2% | -$2,965 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $24.82万 | 0.04% | 2,500 | 2,500 | — | $24.82万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $24.62万 | 0.04% | 1,152 | 1,152 | — | $24.62万 | 新建仓 |
| KKR | KKR & CO INC COM | $24.33万 | 0.03% | 2,630 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $24.33万 | 0.03% | 8,474 | 4 | 0.0% | $115 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $24.25万 | 0.03% | 2,608 | 2,608 | — | $24.25万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.89万 | 0.03% | 6,218 | 2,065 | 49.7% | $7.93万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.84万 | 0.03% | 743 | 1 | 0.1% | $321 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $23.80万 | 0.03% | 2,954 | -3,537 | -54.5% | -$28.50万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $23.50万 | 0.03% | 3,048 | 2 | 0.1% | $154 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $23.20万 | 0.03% | 5,122 | -18 | -0.4% | -$815 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $23.01万 | 0.03% | 1,106 | 0 | 0.0% | — | 不变 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $22.88万 | 0.03% | 3,700 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $22.25万 | 0.03% | 4,506 | 15 | 0.3% | $741 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $21.52万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $20.38万 | 0.03% | 1,719 | 1 | 0.1% | $119 | 加仓 |
| AEE | AMEREN CORP COM | $20.32万 | 0.03% | 1,849 | 1,849 | — | $20.32万 | 新建仓 |
| F | FORD MTR CO COM | $13.86万 | 0.02% | 12,012 | 29 | 0.2% | $335 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $11.79万 | 0.02% | 13,675 | 73 | 0.5% | $629 | 加仓 |
| EIM | EATON VANCE MUN BD FD COM | $0 | 0.00% | 0 | -36,026 | -100.0% | -$35.05万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.15万 | 清仓 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | -1,700 | -100.0% | -$23.18万 | 清仓 |
| CNC | CENTENE CORP DEL COM | $0 | 0.00% | 0 | -5,295 | -100.0% | -$21.79万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | -700 | -100.0% | -$21.57万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -971 | -100.0% | -$20.43万 | 清仓 |
| ABT | ABBOTT LABS COM | $0 | 0.00% | 0 | -1,604 | -100.0% | -$20.09万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |