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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3,453.31万 | 5.25% | 119,343 | -14,140 | -10.6% | -$409.16万 | 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 |
| ABBV | ABBVIE INC COM | $2,063.09万 | 3.14% | 81,986 | -6,063 | -6.9% | -$152.57万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2,056.07万 | 3.13% | 49,469 | -2,767 | -5.3% | -$115.00万 | 减仓 |
| CMI | CUMMINS INC COM | $1,999.80万 | 3.04% | 28,039 | -1,502 | -5.1% | -$107.13万 | 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 |
| JPM | JPMORGAN CHASE & CO COM | $1,888.05万 | 2.87% | 57,680 | -2,633 | -4.4% | -$86.19万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1,794.35万 | 2.73% | 46,398 | -3,218 | -6.5% | -$124.45万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,752.44万 | 2.67% | 27,349 | 27,349 | — | $1,752.44万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1,687.05万 | 2.57% | 458,936 | -44,858 | -8.9% | -$164.90万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,685.24万 | 2.56% | 45,178 | -2,002 | -4.2% | -$74.68万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,678.58万 | 2.55% | 70,428 | -3,800 | -5.1% | -$90.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,668.45万 | 2.54% | 49,326 | -2,040 | -4.0% | -$69.00万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,628.46万 | 2.48% | 126,728 | -3,350 | -2.6% | -$43.05万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,626.26万 | 2.47% | 21,777 | 16 | 0.1% | $1.19万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $1,607.79万 | 2.45% | 106,244 | 106,244 | — | $1,607.79万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,396.79万 | 2.12% | 112,246 | 112,246 | — | $1,396.79万 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $1,378.72万 | 2.10% | 575,908 | -19,934 | -3.3% | -$47.72万 | 减仓 |
| LOW | LOWES COS INC COM | $1,362.86万 | 2.07% | 61,811 | -4,362 | -6.6% | -$96.18万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,342.33万 | 2.04% | 145,478 | -5,307 | -3.5% | -$48.97万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1,330.31万 | 2.02% | 45,780 | -2,446 | -5.1% | -$71.08万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $1,289.83万 | 1.96% | 179,267 | -25,786 | -12.6% | -$185.53万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,261.65万 | 1.92% | 22,398 | -1,249 | -5.3% | -$70.35万 | 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 |
| C | CITIGROUP INC COM NEW | $1,166.77万 | 1.77% | 83,365 | -5,926 | -6.6% | -$82.94万 | 减仓 |
| ADBE | ADOBE INC COM | $1,157.75万 | 1.76% | 56,470 | -1,572 | -2.7% | -$32.23万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $1,017.27万 | 1.55% | 130,036 | -11,716 | -8.3% | -$91.65万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $1,015.43万 | 1.54% | 94,082 | -10,711 | -10.2% | -$115.60万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $1,004.32万 | 1.53% | 238,500 | -20,236 | -7.8% | -$85.21万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $974.73万 | 1.48% | 13,482 | -13,620 | -50.3% | -$984.71万 | 减仓 |
| EOG | EOG RES INC COM | $861.43万 | 1.31% | 66,402 | -44,357 | -40.0% | -$575.44万 | 减仓 |
| INTU | INTUIT COM | $814.92万 | 1.24% | 31,223 | -248 | -0.8% | -$6.47万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $801.85万 | 1.22% | 77,190 | -1,621 | -2.1% | -$16.84万 | 减仓 |
| AFL | AFLAC INC COM | $713.70万 | 1.09% | 60,870 | -6,090 | -9.1% | -$71.41万 | 减仓 |
| PEP | PEPSICO INC COM | $709.68万 | 1.08% | 52,413 | -4,027 | -7.1% | -$54.53万 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $687.41万 | 1.05% | 870,134 | -61,541 | -6.6% | -$48.62万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $629.86万 | 0.96% | 28,131 | -32,858 | -53.9% | -$735.70万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $620.38万 | 0.94% | 28,068 | 28,068 | — | $620.38万 | 新建仓 |
| V | VISA INC COM CL A | $600.54万 | 0.91% | 17,504 | -703 | -3.9% | -$24.12万 | 减仓 |
| LLY | ELI LILLY & CO COM | $577.54万 | 0.88% | 4,815 | -727 | -13.1% | -$87.20万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $556.68万 | 0.85% | 8,105 | 187 | 2.4% | $12.84万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $512.64万 | 0.78% | 16,912 | -743 | -4.2% | -$22.52万 | 减仓 |
| WMT | WALMART INC COM | $510.89万 | 0.78% | 45,107 | -1,491 | -3.2% | -$16.89万 | 减仓 |
| T | AT&T INC COM | $462.47万 | 0.70% | 223,417 | -46,732 | -17.3% | -$96.74万 | 减仓 |
| EFX | EQUIFAX INC COM | $454.81万 | 0.69% | 28,655 | -300 | -1.0% | -$4.76万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $431.72万 | 0.66% | 53,583 | -1,721 | -3.1% | -$13.87万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $413.35万 | 0.63% | 60,422 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $279.10万 | 0.42% | 16,837 | -559 | -3.2% | -$9.27万 | 减仓 |
| KO | COCA COLA CO COM | $275.55万 | 0.42% | 33,906 | -6,325 | -15.7% | -$51.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $264.81万 | 0.40% | 5,292 | -146 | -2.7% | -$7.31万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $263.69万 | 0.40% | 3,581 | 18 | 0.5% | $1.33万 | 加仓 |
| USB | US BANCORP COM NEW | $249.32万 | 0.38% | 41,278 | -1,948 | -4.5% | -$11.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $208.20万 | 0.32% | 2,059 | 29 | 1.4% | $2.93万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $198.46万 | 0.30% | 15,709 | -825 | -5.0% | -$10.42万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $196.22万 | 0.30% | 25,683 | -700 | -2.7% | -$5.35万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $190.44万 | 0.29% | 33,051 | -924 | -2.7% | -$5.32万 | 减仓 |
| CSCO | CISCO SYS INC COM | $190.36万 | 0.29% | 16,207 | -190,286 | -92.2% | -$2,235.05万 | 减仓 |
| SO | SOUTHERN CO COM | $187.82万 | 0.29% | 19,624 | -6,400 | -24.6% | -$61.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $185.42万 | 0.28% | 7,301 | -647 | -8.1% | -$16.43万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $165.19万 | 0.25% | 8,673 | -751 | -8.0% | -$14.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $158.82万 | 0.24% | 5,648 | -35,575 | -86.3% | -$1,000.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $152.92万 | 0.23% | 6,437 | -400 | -5.9% | -$9.50万 | 减仓 |
| CAT | CATERPILLAR INC COM | $142.40万 | 0.22% | 1,337 | -698 | -34.3% | -$74.34万 | 减仓 |
| MCD | MCDONALDS CORP COM | $130.01万 | 0.20% | 4,810 | 10 | 0.2% | $2,703 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $125.89万 | 0.19% | 6,292 | -3,257 | -34.1% | -$65.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $118.56万 | 0.18% | 8,085 | -609 | -7.0% | -$8.93万 | 减仓 |
| CBAN | COLONY BANKCORP INC COM | $116.33万 | 0.18% | 57,904 | 1,474 | 2.6% | $2.96万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $104.91万 | 0.16% | 11,146 | -5,253 | -32.0% | -$49.44万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $94.33万 | 0.14% | 18,933 | -10,081 | -34.7% | -$50.22万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $93.60万 | 0.14% | 2,649 | -714 | -21.2% | -$25.23万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $93.30万 | 0.14% | 19,265 | 2 | 0.0% | $97 | 加仓 |
| PSX | PHILLIPS 66 COM | $86.28万 | 0.13% | 5,104 | -106 | -2.0% | -$1.79万 | 减仓 |
| RTX | RTX CORPORATION COM | $82.12万 | 0.12% | 4,328 | -42 | -1.0% | -$7,969 | 减仓 |
| FTNT | FORTINET INC COM | $81.91万 | 0.12% | 5,332 | -1,203 | -18.4% | -$18.48万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $80.12万 | 0.12% | 6,508 | -808 | -11.0% | -$9.95万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $79.59万 | 0.12% | 13,968 | -652 | -4.5% | -$3.72万 | 减仓 |
| GLD | SPDR GOLD SHARES | $79.42万 | 0.12% | 2,156 | 30 | 1.4% | $1.11万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $77.23万 | 0.12% | 8,799 | -2,195 | -20.0% | -$19.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $75.82万 | 0.12% | 3,779 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $75.64万 | 0.12% | 2,002 | -220 | -9.9% | -$8.31万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $75.45万 | 0.11% | 4,170 | -2,661 | -39.0% | -$48.14万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $72.78万 | 0.11% | 1,035 | 1 | 0.1% | $703 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $68.83万 | 0.10% | 1,681 | 4 | 0.2% | $1,638 | 加仓 |
| BLK | BLACKROCK INC COM | $68.71万 | 0.10% | 715 | -21 | -2.9% | -$2.02万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $62.45万 | 0.09% | 5,661 | -259 | -4.4% | -$2.86万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $61.21万 | 0.09% | 8,436 | -5,200 | -38.1% | -$37.73万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $60.07万 | 0.09% | 4,838 | 6 | 0.1% | $745 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $60.02万 | 0.09% | 4,742 | -3,254 | -40.7% | -$41.19万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $56.88万 | 0.09% | 10,920 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $56.82万 | 0.09% | 6,596 | -904 | -12.1% | -$7.79万 | 减仓 |
| DE | DEERE & CO COM | $56.08万 | 0.09% | 884 | -1,048 | -54.2% | -$66.48万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $55.07万 | 0.08% | 282 | -15 | -5.1% | -$2.93万 | 减仓 |
| PFE | PFIZER INC COM | $54.28万 | 0.08% | 22,543 | -3,385 | -13.1% | -$8.15万 | 减仓 |
| UNP | UNION PAC CORP COM | $54.14万 | 0.08% | 1,991 | 1 | 0.1% | $272 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $53.40万 | 0.08% | 571 | 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 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $50.96万 | 0.08% | 4,264 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $50.84万 | 0.08% | 1,615 | 2 | 0.1% | $630 | 加仓 |
| INTC | INTEL CORP COM | $50.27万 | 0.08% | 3,600 | -3,044 | -45.8% | -$42.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $49.94万 | 0.08% | 1,152 | 0 | 0.0% | — | 不变 |