13F 机构持仓

Bruce G. Allen Investments, LLC

DENVER CO · SEC CIK 0002005409

2026Q22026Q1 更早 9 个季度 🔒
$1.53亿2026Q1 申报市值
1,083持仓数
60.4%前十大占比 · 第一大 15.5%
69 / 67新建仓 / 清仓
申报市值走势$1.57亿2026Q2
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

EFV 15.5%
VTV 11.3%
SCHD 8.5%
FNDF 7.2%
FNDX 6.4%
VOE 3.3%
DJP 3.1%
PHYS 2.6%
AAPL 1.3%
VONV 1.2%

2026Q1 买入最多 按季末市值估算

VTV 加仓+$49.44万
SCHD 加仓+$42.48万
SGOV 加仓+$14.72万
AZN 新建仓+$12.23万
ADBE 加仓+$8.46万

2026Q1 卖出最多 按季末市值估算

PHYS 减仓-$68.18万
EFV 减仓-$45.83万
FNDF 减仓-$32.72万
DJP 减仓-$25.16万
BCI 减仓-$15.61万

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
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -716-100.0% -$13.16万 清仓
— TEGNA INC COM $00.00%0 -6,081-100.0% -$11.80万 清仓
— WEBSTER FINL CORP COM $00.00%0 -810-100.0% -$5.10万 清仓
DC DAKOTA GOLD CORP COM $00.00%0 -7,632-100.0% -$4.33万 清仓
— OSISKO DEVELOPMENT CORP COM NEW $00.00%0 -9,333-100.0% -$3.26万 清仓
— TELEFONICA S A SPONSORED ADR $00.00%0 -1,659-100.0% -$6,719 清仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $00.00%0 -26-100.0% -$5,582 清仓
ARTY ISHARES FUTURE AI & TECH ETF $00.00%0 -99-100.0% -$4,770 清仓
— POTLATCHDELTIC CORPORATION COM $00.00%0 -115-100.0% -$4,575 清仓
— EXACT SCIENCES CORP COM $00.00%0 -45-100.0% -$4,570 清仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $00.00%0 -82-100.0% -$4,296 清仓
MAN MANPOWERGROUP INC WIS COM $00.00%0 —— — 申报中断
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $00.00%0 -37-100.0% -$3,356 清仓
— COMERICA INC COM $00.00%0 -32-100.0% -$2,782 清仓
ELS EQUITY LIFESTYLE PROPERTIES COM $00.00%0 -43-100.0% -$2,606 清仓
ARGX ARGENX SE SPONSORED ADR $00.00%0 -3-100.0% -$2,523 清仓
WTM WHITE MTNS INS GROUP LTD COM $00.00%0 -1-100.0% -$2,078 清仓
GIL GILDAN ACTIVEWEAR INC COM $00.00%0 -32-100.0% -$1,999 清仓
PRIM PRIMORIS SVCS CORP COM $00.00%0 -15-100.0% -$1,862 清仓
HQY HEALTHEQUITY INC COM $00.00%0 -20-100.0% -$1,832 清仓
OTEX OPEN TEXT CORP COM $00.00%0 -52-100.0% -$1,694 清仓
— CIVITAS RESOURCES INC COM NEW $00.00%0 -62-100.0% -$1,680 清仓
AVY AVERY DENNISON CORP COM $00.00%0 -9-100.0% -$1,637 清仓
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $00.00%0 -16-100.0% -$1,617 清仓
RDN RADIAN GROUP INC COM $00.00%0 -44-100.0% -$1,584 清仓
PATH UIPATH INC CL A $00.00%0 -93-100.0% -$1,524 清仓
UHAL/B U HAUL HOLDING COMPANY COM SER N $00.00%0 —— — 申报中断
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $00.00%0 -10-100.0% -$1,408 清仓
TAP MOLSON COORS BEVERAGE CO CL B $00.00%0 —— — 申报中断
— LIBERTY BROADBAND CORP COM SER C $00.00%0 -26-100.0% -$1,264 清仓
INGM INGRAM MICRO HLDG CORP COM $00.00%0 -54-100.0% -$1,152 清仓
— FRONTIER COMMUNICATIONS PARENT COM $00.00%0 -30-100.0% -$1,142 清仓
GFF GRIFFON CORP COM $00.00%0 -13-100.0% -$957 清仓
MEOH METHANEX CORP COM $00.00%0 —— — 申报中断
ASO ACADEMY SPORTS & OUTDOORS INC COM $00.00%0 -17-100.0% -$849 清仓
— CADENCE BANK COM $00.00%0 -19-100.0% -$814 清仓
URBN URBAN OUTFITTERS INC COM $00.00%0 -10-100.0% -$753 清仓
KTB KONTOOR BRANDS INC COM $00.00%0 -12-100.0% -$733 清仓
LCII LCI INDS COM $00.00%0 —— — 申报中断
— LIBERTY BROADBAND CORP COM SER A $00.00%0 -14-100.0% -$676 清仓
CNA CNA FINL CORP COM $00.00%0 —— — 申报中断
WSFS WSFS FINL CORP COM $00.00%0 -12-100.0% -$663 清仓
SHOO MADDEN STEVEN LTD COM $00.00%0 -15-100.0% -$625 清仓
COKE COCA COLA CONS INC COM $00.00%0 -4-100.0% -$613 清仓
SMCI SUPER MICRO COMPUTER INC COM NEW $00.00%0 —— — 申报中断
MBC MASTERBRAND INC COMMON STOCK $00.00%0 -53-100.0% -$585 清仓
OBDC BLUE OWL CAPITAL CORPORATION COM $00.00%0 -45-100.0% -$559 清仓
MD PEDIATRIX MEDICAL GROUP INC COM $00.00%0 -25-100.0% -$535 清仓
MOD MODINE MFG CO COM $00.00%0 -4-100.0% -$534 清仓
JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK $00.00%0 -81-100.0% -$530 清仓
EIG EMPLOYERS HLDGS INC COM $00.00%0 -12-100.0% -$518 清仓
VYX NCR VOYIX CORPORATION COM $00.00%0 -50-100.0% -$510 清仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $00.00%0 -36-100.0% -$482 清仓
ACHC ACADIA HEALTHCARE COMPANY INC COM $00.00%0 -34-100.0% -$482 清仓
KFRC KFORCE INC COM $00.00%0 -15-100.0% -$464 清仓
NWBI NORTHWEST BANCSHARES INC MD COM $00.00%0 -37-100.0% -$444 清仓
DNOW DNOW INC COM $00.00%0 -24-100.0% -$318 清仓
— DAYFORCE INC COM $00.00%0 -4-100.0% -$277 清仓
IBP INSTALLED BLDG PRODS INC COM $00.00%0 -1-100.0% -$259 清仓
SRPT SAREPTA THERAPEUTICS INC COM $00.00%0 -12-100.0% -$258 清仓
MRP MILLROSE PPTYS INC COM CL A $00.00%0 -8-100.0% -$239 清仓
BF/A BROWN FORMAN CORP CL A $00.00%0 —— — 申报中断
OLED UNIVERSAL DISPLAY CORP COM $00.00%0 -2-100.0% -$234 清仓
XRX XEROX HOLDINGS CORP COM NEW $00.00%0 -92-100.0% -$218 清仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $00.00%0 -7-100.0% -$216 清仓
CERT CERTARA INC COM $00.00%0 -24-100.0% -$211 清仓
ETD ETHAN ALLEN INTERIORS INC COM $00.00%0 —— — 申报中断
UA UNDER ARMOUR INC CL C $00.00%0 -42-100.0% -$202 清仓
EBF ENNIS INC COM $00.00%0 -11-100.0% -$198 清仓
CRI CARTERS INC COM $00.00%0 -6-100.0% -$195 清仓
GT GOODYEAR TIRE & RUBR CO COM $00.00%0 -22-100.0% -$193 清仓
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -5-100.0% -$185 清仓
WERN WERNER ENTERPRISES INC COM $00.00%0 -6-100.0% -$180 清仓
S SENTINELONE INC CL A $00.00%0 -12-100.0% -$180 清仓
— NAVIENT CORPORATION COM $00.00%0 -11-100.0% -$143 清仓
— XEROX HOLDINGS CORP WT EXP 021128 $40.00%46 46— $4 新建仓
PJT PJT PARTNERS INC COM CL A $150.00%0 0— -$18 清仓
— NET LEASE OFFICE PROPERTIES COM $350.00%3 00.0% — 不变
GLIBK GCI LIBERTY INC COM SER C $370.00%1 00.0% — 不变
MLAB MESA LABS INC COM $460.00%1 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD COM CL C $940.00%8 00.0% — 不变
HRMY HARMONY BIOSCIENCES HLDGS INC COM $1120.00%4 -11-73.3% -$308 减仓
SLVM SYLVAMO CORP COMMON STOCK $1270.00%3 00.0% — 不变
VRTS VIRTUS INVT PARTNERS INC COM $1340.00%1 -4-80.0% -$536 减仓
NSP INSPERITY INC COM $1350.00%5 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LTD ORD $1430.00%1 00.0% — 不变
VTS VITESSE ENERGY INC COMMON STOCK $1450.00%8 00.0% — 不变
BCC BOISE CASCADE CO DEL COM $1520.00%2 -4-66.7% -$304 减仓
KBH KB HOME COM $1550.00%3 -4-57.1% -$207 减仓
HTZ HERTZ GLOBAL HLDGS INC COM NEW $1660.00%36 00.0% — 不变
LW LAMB WESTON HLDGS INC COM $1690.00%4 -4-50.0% -$169 减仓
MAT MATTEL INC COM $1740.00%12 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED SHS $1760.00%10 00.0% — 不变
HUBG HUB GROUP INC CL A $1800.00%5 00.0% — 不变
JBS JBS N.V. CL A SHS $1800.00%10 10— $180 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $1830.00%2 00.0% — 不变
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $1840.00%15 00.0% — 不变
UFPI UFP INDUSTRIES INC COM $1840.00%2 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $1880.00%2 00.0% — 不变
NTNX NUTANIX INC CL A $1900.00%5 5— $190 新建仓