13F 机构持仓

Bruce G. Allen Investments, LLC

DENVER CO · SEC CIK 0002005409

2026Q22026Q1 更早 9 个季度 🔒
$1.57亿2026Q2 申报市值
1,036持仓数
59.4%前十大占比 · 第一大 14.8%
34 / 91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 14.8%
VTV 11.4%
SCHD 8.1%
FNDX 7.0%
FNDF 7.0%
VOE 3.2%
DJP 2.9%
PHYS 2.2%
AAPL 1.6%
VONV 1.4%

2026Q2 买入最多 按季末市值估算

MSFT 加仓+$76.35万
XOM 新建仓+$71.71万
VIOV 加仓+$51.46万
IVOV 加仓+$40.28万
DJP 加仓+$25.50万

2026Q2 卖出最多 按季末市值估算

VTV 减仓-$131.85万
EFV 减仓-$118.91万
EXXON MOBIL CORP 清仓-$92.01万
FNDF 减仓-$83.44万
SCHD 减仓-$74.83万

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
— EXXON MOBIL CORP COM $00.00%0 -5,423-100.0% -$92.01万 清仓
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF $00.00%0 -23,182-100.0% -$56.31万 清仓
CGDV CAPITAL GROUP DIVIDEND VALUE ETF $00.00%0 -6,144-100.0% -$26.14万 清仓
— COTERRA ENERGY INC COM $00.00%0 -3,765-100.0% -$13.23万 清仓
HDB HDFC BANK LTD SPONSORED ADS $00.00%0 -1,939-100.0% -$4.82万 清仓
SKM SK TELECOM CO LTD SPONSORED ADR $00.00%0 -669-100.0% -$1.96万 清仓
OSK OSHKOSH CORP COM $00.00%0 -122-100.0% -$1.80万 清仓
— HOLOGIC INC COM $00.00%0 -172-100.0% -$1.30万 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -353-100.0% -$9,136 清仓
JKHY HENRY JACK & ASSOC INC COM $00.00%0 -47-100.0% -$7,428 清仓
ESN ESSENTIAL 40 STOCK ETF $00.00%0 -411-100.0% -$7,199 清仓
SANM SANMINA CORP COM $00.00%0 -43-100.0% -$5,575 清仓
MPWR MONOLITHIC PWR SYS INC COM $00.00%0 -5-100.0% -$5,467 清仓
— SEALED AIR CORP NEW COM $00.00%0 -99-100.0% -$4,163 清仓
PINS PINTEREST INC CL A $00.00%0 -223-100.0% -$4,090 清仓
FELE FRANKLIN ELEC INC COM $00.00%0 -42-100.0% -$3,871 清仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $00.00%0 -77-100.0% -$3,801 清仓
EFX EQUIFAX INC COM $00.00%0 -21-100.0% -$3,781 清仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $00.00%0 -574-100.0% -$3,433 清仓
TU TELUS CORPORATION COM $00.00%0 -234-100.0% -$3,002 清仓
HRL HORMEL FOODS CORP COM $00.00%0 -128-100.0% -$2,899 清仓
SAM BOSTON BEER INC CL A $00.00%0 -12-100.0% -$2,765 清仓
CBT CABOT CORP COM $00.00%0 -28-100.0% -$2,109 清仓
VST VISTRA CORP COM $00.00%0 -14-100.0% -$2,105 清仓
WIX WIX COM LTD SHS $00.00%0 -20-100.0% -$1,801 清仓
INFY INFOSYS LTD SPONSORED ADR $00.00%0 -132-100.0% -$1,783 清仓
SITE SITEONE LANDSCAPE SUPPLY INC COM $00.00%0 -12-100.0% -$1,597 清仓
DOX AMDOCS LTD SHS $00.00%0 -23-100.0% -$1,501 清仓
— GATES INDL CORP PLC ORD SHS $00.00%0 -66-100.0% -$1,492 清仓
PAYC PAYCOM SOFTWARE INC COM $00.00%0 -11-100.0% -$1,337 清仓
LYFT LYFT INC CL A COM $00.00%0 -99-100.0% -$1,317 清仓
CNH CNH INDL N V SHS $00.00%0 -108-100.0% -$1,188 清仓
CNXC CONCENTRIX CORP COM $00.00%0 -40-100.0% -$1,094 清仓
CDW CDW CORP COM $00.00%0 -9-100.0% -$1,089 清仓
BN BROOKFIELD CORP CL A LTD VT SH $00.00%0 -26-100.0% -$1,052 清仓
QXO QXO INC COM NEW $00.00%0 -52-100.0% -$1,010 清仓
NCNO NCINO INC COM $00.00%0 -66-100.0% -$989 清仓
STWD STARWOOD PPTY TR INC COM $00.00%0 -56-100.0% -$964 清仓
RBA RB GLOBAL INC COM $00.00%0 -10-100.0% -$959 清仓
COTY COTY INC COM CL A $00.00%0 -470-100.0% -$945 清仓
COO COOPER COS INC COM $00.00%0 -13-100.0% -$930 清仓
REXR REXFORD INDL RLTY INC COM $00.00%0 -28-100.0% -$916 清仓
BSY BENTLEY SYS INC COM CL B $00.00%0 -26-100.0% -$913 清仓
— CLEARWAY ENERGY INC CL A $00.00%0 -23-100.0% -$901 清仓
CLVT CLARIVATE PLC ORD SHS $00.00%0 -338-100.0% -$855 清仓
ESI ELEMENT SOLUTIONS INC COM $00.00%0 -25-100.0% -$854 清仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $00.00%0 -142-100.0% -$852 清仓
VNOM VIPER ENERGY INC CL A $00.00%0 -18-100.0% -$846 清仓
FMC FMC CORP COM NEW $00.00%0 -47-100.0% -$809 清仓
OLN OLIN CORP COM PAR $1 $00.00%0 -27-100.0% -$803 清仓
UPWK UPWORK INC COM $00.00%0 -72-100.0% -$789 清仓
PFSI PENNYMAC FINL SVCS INC NEW COM $00.00%0 -9-100.0% -$787 清仓
AU ANGLOGOLD ASHANTI PLC COM SHS $00.00%0 -8-100.0% -$779 清仓
RAMP LIVERAMP HLDGS INC COM $00.00%0 -29-100.0% -$769 清仓
BEN FRANKLIN RESOURCES INC COM $00.00%0 -31-100.0% -$732 清仓
DPZ DOMINOS PIZZA INC COM $00.00%0 -2-100.0% -$718 清仓
OII OCEANEERING INTL INC COM $00.00%0 -20-100.0% -$709 清仓
SJM SMUCKER J M CO COM NEW $00.00%0 -7-100.0% -$675 清仓
— HERITAGE COMM CORP COM $00.00%0 -52-100.0% -$649 清仓
HNI HNI CORP COM $00.00%0 -19-100.0% -$634 清仓
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $00.00%0 -32-100.0% -$603 清仓
GLOB GLOBANT S A COM $00.00%0 -13-100.0% -$599 清仓
OKLO OKLO INC COM CL A $00.00%0 -12-100.0% -$595 清仓
KBR KBR INC COM $00.00%0 -16-100.0% -$590 清仓
MP MP MATERIALS CORP COM CL A $00.00%0 -12-100.0% -$579 清仓
STLA STELLANTIS N.V SHS $00.00%0 -79-100.0% -$560 清仓
LINE LINEAGE INC COM $00.00%0 -16-100.0% -$524 清仓
WHR WHIRLPOOL CORP COM $00.00%0 -9-100.0% -$485 清仓
NATL NCR ATLEOS CORPORATION COM SHS $00.00%0 -11-100.0% -$479 清仓
GBDC GOLUB CAP BDC INC COM $00.00%0 -34-100.0% -$430 清仓
EFOR ASGN INC COM $00.00%0 -11-100.0% -$426 清仓
GDDY GODADDY INC CL A $00.00%0 -5-100.0% -$413 清仓
STRL STERLING INFRASTRUCTURE INC COM $00.00%0 -1-100.0% -$407 清仓
LZ LEGALZOOM COM INC COM $00.00%0 -69-100.0% -$391 清仓
BOKF BOK FINL CORP COM NEW $00.00%0 -3-100.0% -$384 清仓
CSL CARLISLE COS INC COM $00.00%0 -1-100.0% -$334 清仓
MOS MOSAIC CO COM $00.00%0 -13-100.0% -$332 清仓
CVNA CARVANA CO CL A $00.00%0 -5-100.0% -$314 清仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $00.00%0 -14-100.0% -$296 清仓
DOCU DOCUSIGN INC COM $00.00%0 -6-100.0% -$284 清仓
FRPT FRESHPET INC COM $00.00%0 -4-100.0% -$236 清仓
QDEL QUIDELORTHO CORP COM $00.00%0 -14-100.0% -$230 清仓
DXC DXC TECHNOLOGY CO COM $00.00%0 -18-100.0% -$226 清仓
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $00.00%0 -23-100.0% -$213 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $00.00%0 -1-100.0% -$209 清仓
UFPI UFP INDUSTRIES INC COM $00.00%0 -2-100.0% -$184 清仓
MAT MATTEL INC COM $00.00%0 -12-100.0% -$174 清仓
HRMY HARMONY BIOSCIENCES HLDGS INC COM $00.00%0 -4-100.0% -$112 清仓
GLIBK GCI LIBERTY INC COM SER C $00.00%0 -1-100.0% -$37 清仓
— XEROX HOLDINGS CORP WT EXP 021128 $00.00%0 -46-100.0% -$4 清仓
PJT PJT PARTNERS INC COM CL A $160.00%0 0— -$15 清仓
— NET LEASE OFFICE PROPERTIES COM $330.00%3 00.0% — 不变
MLAB MESA LABS INC COM $520.00%1 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC COM NEW $820.00%36 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD COM CL C $880.00%8 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $1130.00%3 00.0% — 不变
VTS VITESSE ENERGY INC COMMON STOCK $1260.00%8 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LTD ORD $1310.00%1 00.0% — 不变
BCC BOISE CASCADE CO DEL COM $1550.00%2 00.0% — 不变
ZG ZILLOW GROUP INC CL A $1570.00%5 -13-72.2% -$408 减仓