Bruce G. Allen Investments, LLC
DENVER CO · SEC CIK 0002005409
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $7,181 | 0.00% | 448 | -560 | -55.6% | -$8,976 | 减仓 |
| BBY | BEST BUY INC COM | $7,209 | 0.00% | 95 | -24 | -20.2% | -$1,821 | 减仓 |
| L | LOEWS CORP COM | $7,245 | 0.00% | 64 | -1 | -1.5% | -$113 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $7,301 | 0.00% | 65 | 65 | — | $7,301 | 新建仓 |
| ALC | ALCON AG ORD SHS | $7,448 | 0.00% | 111 | 111 | — | $7,448 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7,451 | 0.00% | 15 | 8 | 114.3% | $3,974 | 加仓 |
| WDAY | WORKDAY INC CL A | $7,468 | 0.00% | 61 | 54 | 771.4% | $6,611 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7,665 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $7,718 | 0.00% | 51 | -97 | -65.5% | -$1.47万 | 减仓 |
| MSCI | MSCI INC COM | $7,841 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $7,898 | 0.01% | 360 | 42 | 13.2% | $921 | 加仓 |
| DOW | DOW HLDGS INC COM | $8,153 | 0.01% | 298 | -37 | -11.0% | -$1,012 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $8,211 | 0.01% | 172 | 7 | 4.2% | $334 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8,255 | 0.01% | 82 | -2,266 | -96.5% | -$22.81万 | 减仓 |
| EQT | EQT CORP COM | $8,348 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $8,423 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $8,451 | 0.01% | 19 | -2 | -9.5% | -$890 | 减仓 |
| BALL | BALL CORP COM | $8,486 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $8,489 | 0.01% | 30 | -59 | -66.3% | -$1.67万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $8,544 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $8,555 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $8,583 | 0.01% | 182 | 3 | 1.7% | $141 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $8,638 | 0.01% | 89 | -60 | -40.3% | -$5,823 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $8,639 | 0.01% | 168 | 31 | 22.6% | $1,594 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $8,663 | 0.01% | 95 | 48 | 102.1% | $4,377 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $8,723 | 0.01% | 173 | 91 | 111.0% | $4,588 | 加仓 |
| FISV | FISERV INC COM | $8,731 | 0.01% | 178 | 93 | 109.4% | $4,562 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $8,758 | 0.01% | 353 | -1,561 | -81.6% | -$3.87万 | 减仓 |
| TS | TENARIS S A SPONSORED ADS | $8,823 | 0.01% | 159 | -157 | -49.7% | -$8,712 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $9,054 | 0.01% | 105 | -7 | -6.2% | -$604 | 减仓 |
| BRO | BROWN & BROWN INC COM | $9,109 | 0.01% | 142 | 40 | 39.2% | $2,566 | 加仓 |
| APA | APA CORPORATION COM | $9,152 | 0.01% | 281 | -2 | -0.7% | -$65 | 减仓 |
| LEN | LENNAR CORP CL A | $9,230 | 0.01% | 102 | -7 | -6.4% | -$633 | 减仓 |
| DTE | DTE ENERGY CO COM | $9,447 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $9,489 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $9,663 | 0.01% | 54 | 19 | 54.3% | $3,400 | 加仓 |
| TWLO | TWILIO INC CL A | $9,698 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $9,753 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $9,804 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $9,846 | 0.01% | 290 | -43 | -12.9% | -$1,460 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $9,971 | 0.01% | 349 | 349 | — | $9,971 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $9,980 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1.00万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $1.01万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $1.04万 | 0.01% | 82 | 8 | 10.8% | $1,010 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.04万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.04万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1.05万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.06万 | 0.01% | 222 | -36 | -14.0% | -$1,711 | 减仓 |
| NDSN | NORDSON CORP COM | $1.06万 | 0.01% | 35 | -22 | -38.6% | -$6,637 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.06万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1.07万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $1.08万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1.11万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.14万 | 0.01% | 266 | 24 | 9.9% | $1,024 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.14万 | 0.01% | 299 | 3 | 1.0% | $114 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1.16万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $1.16万 | 0.01% | 24 | -10 | -29.4% | -$4,838 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.16万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.16万 | 0.01% | 80 | 6 | 8.1% | $872 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.17万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.17万 | 0.01% | 442 | -3 | -0.7% | -$80 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.18万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $1.18万 | 0.01% | 180 | -21 | -10.4% | -$1,379 | 减仓 |
| HLN | HALEON PLC SPON ADS | $1.18万 | 0.01% | 1,267 | -55 | -4.2% | -$513 | 减仓 |
| CCI | CROWN CASTLE INC COM | $1.20万 | 0.01% | 159 | -90 | -36.1% | -$6,816 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.22万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1.22万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $1.25万 | 0.01% | 33 | -1 | -2.9% | -$378 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.25万 | 0.01% | 48 | 1 | 2.1% | $261 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.26万 | 0.01% | 43 | 25 | 138.9% | $7,312 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.30万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.31万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1.32万 | 0.01% | 560 | 137 | 32.4% | $3,236 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $1.33万 | 0.01% | 110 | -1 | -0.9% | -$121 | 减仓 |
| ERIE | ERIE INDTY CO CL A | $1.34万 | 0.01% | 56 | 51 | 1,020.0% | $1.22万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.34万 | 0.01% | 89 | 89 | — | $1.34万 | 新建仓 |
| AEE | AMEREN CORP COM | $1.35万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.36万 | 0.01% | 266 | 12 | 4.7% | $614 | 加仓 |
| WWD | WOODWARD INC COM | $1.36万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.37万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1.45万 | 0.01% | 202 | -227 | -52.9% | -$1.63万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $1.47万 | 0.01% | 82 | 58 | 241.7% | $1.04万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1.52万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.53万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $1.53万 | 0.01% | 86 | 36 | 72.0% | $6,417 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.57万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.58万 | 0.01% | 67 | -1 | -1.5% | -$236 | 减仓 |
| NTAP | NETAPP INC COM | $1.59万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.60万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $1.61万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $1.62万 | 0.01% | 97 | 84 | 646.2% | $1.40万 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.63万 | 0.01% | 327 | 3 | 0.9% | $149 | 加仓 |
| NFLX | NETFLIX INC. COM | $1.64万 | 0.01% | 230 | -2 | -0.9% | -$143 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.64万 | 0.01% | 296 | -11 | -3.6% | -$610 | 减仓 |
| TXT | TEXTRON INC COM | $1.66万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.67万 | 0.01% | 995 | 72 | 7.8% | $1,211 | 加仓 |
| CRM | SALESFORCE INC COM | $1.71万 | 0.01% | 109 | -174 | -61.5% | -$2.73万 | 减仓 |
| VRSN | VERISIGN INC COM | $1.71万 | 0.01% | 68 | -2 | -2.9% | -$503 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.72万 | 0.01% | 71 | -27 | -27.6% | -$6,552 | 减仓 |