Bruce G. Allen Investments, LLC
DENVER CO · SEC CIK 0002005409
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DCI | DONALDSON INC COM | $2,546 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $2,551 | 0.00% | 93 | -17 | -15.5% | -$466 | 减仓 |
| XYZ | BLOCK INC CL A | $2,588 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $2,630 | 0.00% | 13 | -2 | -13.3% | -$405 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $2,724 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $2,761 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC CL A | $2,765 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $2,774 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $2,775 | 0.00% | 38 | -26 | -40.6% | -$1,899 | 减仓 |
| SM | SM ENERGY COMPANY COM | $2,775 | 0.00% | 89 | 47 | 111.9% | $1,465 | 重新持有 |
| OVV | OVINTIV INC COM | $2,790 | 0.00% | 47 | -44 | -48.4% | -$2,612 | 减仓 |
| TKR | TIMKEN CO COM | $2,816 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC COM | $2,839 | 0.00% | 27 | -3 | -10.0% | -$315 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2,894 | 0.00% | 38 | -122 | -76.2% | -$9,291 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $2,899 | 0.00% | 128 | -7 | -5.2% | -$159 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2,906 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC COM | $2,928 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $2,931 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $3,000 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION COM | $3,002 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $3,007 | 0.00% | 33 | 33 | — | $3,007 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $3,087 | 0.00% | 38 | 3 | 8.6% | $244 | 加仓 |
| XPO | XPO INC COM | $3,113 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $3,125 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3,126 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $3,141 | 0.00% | 78 | -144 | -64.9% | -$5,799 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $3,221 | 0.00% | 87 | 87 | — | $3,221 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $3,255 | 0.00% | 18 | -1 | -5.3% | -$181 | 减仓 |
| PSO | PEARSON PLC SPONSORED ADR | $3,269 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $3,308 | 0.00% | 83 | -111 | -57.2% | -$4,424 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC COM | $3,390 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $3,410 | 0.00% | 82 | -4 | -4.7% | -$166 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $3,433 | 0.00% | 574 | 480 | 510.6% | $2,871 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $3,442 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $3,494 | 0.00% | 56 | -13 | -18.8% | -$811 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $3,509 | 0.00% | 353 | 255 | 260.2% | $2,535 | 加仓 |
| CGNX | COGNEX CORP COM | $3,527 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $3,555 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $3,578 | 0.00% | 90 | -1,022 | -91.9% | -$4.06万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $3,604 | 0.00% | 200 | 200 | — | $3,604 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $3,621 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $3,623 | 0.00% | 47 | -2 | -4.1% | -$154 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $3,647 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $3,660 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $3,687 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $3,733 | 0.00% | 11 | -1 | -8.3% | -$339 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $3,739 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $3,781 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $3,781 | 0.00% | 21 | 11 | 110.0% | $1,981 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $3,794 | 0.00% | 29 | -4 | -12.1% | -$523 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3,801 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $3,824 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $3,861 | 0.00% | 76 | 4 | 5.6% | $203 | 加仓 |
| FELE | FRANKLIN ELEC INC COM | $3,871 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $3,912 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $3,931 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $3,951 | 0.00% | 28 | -1 | -3.4% | -$141 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $3,960 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $3,962 | 0.00% | 156 | 60 | 62.5% | $1,524 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $3,987 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $4,010 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $4,044 | 0.00% | 200 | -24 | -10.7% | -$485 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $4,044 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $4,090 | 0.00% | 223 | 173 | 346.0% | $3,173 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4,092 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $4,103 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $4,104 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $4,114 | 0.00% | 24 | -1 | -4.0% | -$171 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $4,136 | 0.00% | 82 | -92 | -52.9% | -$4,640 | 减仓 |
| — | SEALED AIR CORP NEW COM | $4,163 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $4,236 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $4,251 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $4,255 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $4,310 | 0.00% | 209 | 209 | — | $4,310 | 新建仓 |
| RGLD | ROYAL GOLD INC COM | $4,326 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $4,329 | 0.00% | 40 | -4 | -9.1% | -$433 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $4,344 | 0.00% | 533 | 400 | 300.8% | $3,260 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $4,384 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $4,387 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $4,404 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $4,493 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $4,554 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP COM | $4,566 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $4,588 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $4,626 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $4,649 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $4,656 | 0.00% | 16 | -5 | -23.8% | -$1,455 | 减仓 |
| FISV | FISERV INC COM | $4,743 | 0.00% | 85 | 6 | 7.6% | $335 | 加仓 |
| IR | INGERSOLL RAND INC COM | $4,807 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $4,821 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $4,826 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $4,874 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $4,904 | 0.00% | 61 | -2 | -3.2% | -$161 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $4,967 | 0.00% | 56 | 56 | — | $4,967 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5,001 | 0.00% | 12 | -1 | -7.7% | -$417 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $5,043 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $5,118 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5,129 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $5,138 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $5,147 | 0.00% | 137 | 0 | 0.0% | — | 不变 |