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 |
|---|---|---|---|---|---|---|---|---|
| AMRZ | AMRIZE LTD SHS | $5,154 | 0.00% | 92 | 62 | 206.7% | $3,473 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $5,158 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $5,160 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $5,186 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $5,214 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $5,225 | 0.00% | 33 | -5 | -13.2% | -$792 | 减仓 |
| AIZ | ASSURANT INC COM | $5,227 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $5,233 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $5,330 | 0.00% | 82 | 4 | 5.1% | $260 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5,365 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $5,434 | 0.00% | 146 | -432 | -74.7% | -$1.61万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $5,575 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $5,586 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $5,636 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $5,640 | 0.00% | 30 | -2 | -6.2% | -$376 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $5,654 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $5,747 | 0.00% | 45 | -11 | -19.6% | -$1,405 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $5,765 | 0.00% | 54 | -4 | -6.9% | -$427 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $5,778 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $5,811 | 0.00% | 165 | 1 | 0.6% | $35 | 加仓 |
| ENS | ENERSYS COM | $5,906 | 0.00% | 34 | -2 | -5.6% | -$347 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $5,910 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $5,914 | 0.00% | 47 | 26 | 123.8% | $3,272 | 加仓 |
| HPQ | HP INC COM | $6,109 | 0.00% | 318 | 6 | 1.9% | $115 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $6,163 | 0.00% | 18 | -8 | -30.8% | -$2,739 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $6,476 | 0.00% | 30 | 12 | 66.7% | $2,590 | 加仓 |
| BRO | BROWN & BROWN INC COM | $6,651 | 0.00% | 102 | -279 | -73.2% | -$1.82万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $6,683 | 0.00% | 593 | 350 | 144.0% | $3,944 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $6,694 | 0.00% | 274 | -152 | -35.7% | -$3,713 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $6,844 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $6,938 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $6,950 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $6,972 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $7,159 | 0.00% | 41 | 2 | 5.1% | $349 | 加仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $7,199 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC COM | $7,219 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7,323 | 0.00% | 36 | -14 | -28.0% | -$2,848 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,376 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $7,428 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $7,546 | 0.00% | 14 | 7 | 100.0% | $3,773 | 加仓 |
| IRM | IRON MTN INC DEL COM | $7,558 | 0.00% | 74 | 33 | 80.5% | $3,370 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7,567 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $7,640 | 0.00% | 119 | 10 | 9.2% | $642 | 加仓 |
| VMC | VULCAN MATLS CO COM | $7,897 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $8,039 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $8,141 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $8,302 | 0.01% | 179 | -39 | -17.9% | -$1,809 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $8,397 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.01% | 2 | 2 | — | $8,421 | 新建仓 |
| RMD | RESMED INC COM | $8,530 | 0.01% | 38 | -6 | -13.6% | -$1,347 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $8,539 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $8,643 | 0.01% | 150 | 100 | 200.0% | $5,762 | 加仓 |
| CLX | CLOROX CO DEL COM | $8,705 | 0.01% | 84 | 56 | 200.0% | $5,803 | 加仓 |
| STE | STERIS PLC SHS USD | $8,845 | 0.01% | 40 | -1 | -2.4% | -$221 | 减仓 |
| REG | REGENCY CTRS CORP COM | $9,004 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $9,043 | 0.01% | 126 | 10 | 8.6% | $718 | 加仓 |
| DTE | DTE ENERGY CO COM | $9,066 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $9,103 | 0.01% | 454 | -4 | -0.9% | -$80 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $9,120 | 0.01% | 108 | 108 | — | $9,120 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $9,136 | 0.01% | 353 | 33 | 10.3% | $854 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $9,296 | 0.01% | 29 | 29 | — | $9,296 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $9,466 | 0.01% | 629 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $9,466 | 0.01% | 109 | 21 | 23.9% | $1,824 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9,501 | 0.01% | 84 | 84 | — | $9,501 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $9,506 | 0.01% | 118 | -1 | -0.8% | -$81 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $9,513 | 0.01% | 423 | 280 | 195.8% | $6,297 | 加仓 |
| MDB | MONGODB INC CL A | $9,546 | 0.01% | 39 | -8 | -17.0% | -$1,958 | 减仓 |
| CG | CARLYLE GROUP INC COM | $9,630 | 0.01% | 199 | 79 | 65.8% | $3,823 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $9,680 | 0.01% | 16 | -50 | -75.8% | -$3.02万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $9,704 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $9,713 | 0.01% | 46 | 46 | — | $9,713 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $9,798 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $9,958 | 0.01% | 110 | 110 | — | $9,958 | 新建仓 |
| EQT | EQT CORP COM | $9,991 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $1.00万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $1.01万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.01万 | 0.01% | 171 | -283 | -62.3% | -$1.67万 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $1.02万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.04万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.04万 | 0.01% | 425 | 425 | — | $1.04万 | 新建仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1.05万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $1.05万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.06万 | 0.01% | 296 | 89 | 43.0% | $3,177 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.06万 | 0.01% | 196 | 196 | — | $1.06万 | 新建仓 |
| PNR | PENTAIR PLC SHS | $1.06万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1.07万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.07万 | 0.01% | 228 | -983 | -81.2% | -$4.61万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.09万 | 0.01% | 55 | 6 | 12.2% | $1,185 | 加仓 |
| MGA | MAGNA INTL INC COM | $1.12万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $1.15万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.17万 | 0.01% | 60 | 20 | 50.0% | $3,908 | 加仓 |
| WRB | BERKLEY W R CORP COM | $1.17万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $1.20万 | 0.01% | 283 | -19 | -6.3% | -$806 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.21万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $1.22万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.22万 | 0.01% | 445 | -1 | -0.2% | -$27 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.23万 | 0.01% | 124 | -10 | -7.5% | -$990 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.26万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.26万 | 0.01% | 51 | 51 | — | $1.26万 | 新建仓 |