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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $1.27万 | 0.01% | 241 | -1,022 | -80.9% | -$5.40万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $1.28万 | 0.01% | 163 | 157 | 2,616.7% | $1.24万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1.29万 | 0.01% | 82 | -9 | -9.9% | -$1,416 | 减仓 |
| HAL | HALLIBURTON CO COM | $1.30万 | 0.01% | 333 | -142 | -29.9% | -$5,537 | 减仓 |
| — | HOLOGIC INC COM | $1.30万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.30万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.31万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.31万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1.32万 | 0.01% | 1,322 | 466 | 54.4% | $4,665 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $1.34万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1.35万 | 0.01% | 46 | -24 | -34.3% | -$7,026 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.36万 | 0.01% | 83 | 38 | 84.4% | $6,237 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.37万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.40万 | 0.01% | 335 | 160 | 91.4% | $6,664 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.41万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $1.43万 | 0.01% | 149 | 60 | 67.4% | $5,760 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.43万 | 0.01% | 481 | 142 | 41.9% | $4,229 | 加仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $1.43万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.44万 | 0.01% | 211 | 78 | 58.6% | $5,305 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $1.46万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.49万 | 0.01% | 324 | 324 | — | $1.49万 | 新建仓 |
| OKTA | OKTA INC CL A | $1.51万 | 0.01% | 192 | -6 | -3.0% | -$472 | 减仓 |
| NDSN | NORDSON CORP COM | $1.52万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.52万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1.52万 | 0.01% | 122 | 105 | 617.6% | $1.31万 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $1.55万 | 0.01% | 95 | -3 | -3.1% | -$490 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.56万 | 0.01% | 173 | -13 | -7.0% | -$1,172 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.57万 | 0.01% | 114 | 1 | 0.9% | $138 | 加仓 |
| TXT | TEXTRON INC COM | $1.58万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $1.59万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.61万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $1.61万 | 0.01% | 93 | -11 | -10.6% | -$1,907 | 减仓 |
| PCG | PG&E CORP COM | $1.62万 | 0.01% | 923 | 391 | 73.5% | $6,870 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.62万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.66万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $1.70万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.71万 | 0.01% | 190 | 20 | 11.8% | $1,802 | 加仓 |
| ECL | ECOLAB INC COM | $1.73万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1.74万 | 0.01% | 70 | 13 | 22.8% | $3,229 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.75万 | 0.01% | 160 | -49 | -23.4% | -$5,346 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.78万 | 0.01% | 1,138 | -25 | -2.1% | -$391 | 减仓 |
| ALL | ALLSTATE CORP COM | $1.78万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $1.80万 | 0.01% | 122 | 122 | — | $1.80万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $1.81万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $1.83万 | 0.01% | 980 | -63 | -6.0% | -$1,176 | 减仓 |
| TS | TENARIS S A SPONSORED ADS | $1.84万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $1.87万 | 0.01% | 191 | -28 | -12.8% | -$2,735 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1.87万 | 0.01% | 1,008 | 427 | 73.5% | $7,908 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.87万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1.89万 | 0.01% | 26 | -4 | -13.3% | -$2,914 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $1.90万 | 0.01% | 377 | 60 | 18.9% | $3,019 | 加仓 |
| PPL | PPL CORP COM | $1.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1.92万 | 0.01% | 237 | -138 | -36.8% | -$1.12万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $1.96万 | 0.01% | 44 | 20 | 83.3% | $8,888 | 加仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $1.96万 | 0.01% | 669 | -218 | -24.6% | -$6,385 | 减仓 |
| SNDK | SANDISK CORP COM | $1.97万 | 0.01% | 31 | 4 | 14.8% | $2,541 | 加仓 |
| NI | NISOURCE INC COM | $1.97万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $2.00万 | 0.01% | 86 | 28 | 48.3% | $6,496 | 加仓 |
| ILMN | ILLUMINA INC COM | $2.00万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2.01万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $2.02万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2.02万 | 0.01% | 249 | -75 | -23.1% | -$6,098 | 减仓 |
| EQIX | EQUINIX INC COM | $2.06万 | 0.01% | 21 | 8 | 61.5% | $7,842 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $2.06万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $2.09万 | 0.01% | 341 | -93 | -21.4% | -$5,705 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2.09万 | 0.01% | 217 | -44 | -16.9% | -$4,245 | 减仓 |
| MKL | MARKEL GROUP INC COM | $2.11万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $2.12万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.12万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $2.14万 | 0.01% | 105 | -130 | -55.3% | -$2.65万 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $2.16万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $2.17万 | 0.01% | 206 | -12 | -5.5% | -$1,261 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $2.17万 | 0.01% | 474 | -337 | -41.6% | -$1.54万 | 减仓 |
| NFLX | NETFLIX INC. COM | $2.23万 | 0.01% | 232 | 2 | 0.9% | $192 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.26万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2.27万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.29万 | 0.01% | 759 | 2 | 0.3% | $60 | 加仓 |
| BA | BOEING CO COM | $2.29万 | 0.01% | 115 | -22 | -16.1% | -$4,379 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.30万 | 0.02% | 80 | -83 | -50.9% | -$2.38万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2.31万 | 0.02% | 200 | -168 | -45.7% | -$1.94万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $2.31万 | 0.02% | 878 | 2 | 0.2% | $53 | 加仓 |
| NUE | NUCOR CORP COM | $2.32万 | 0.02% | 137 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $2.33万 | 0.02% | 148 | -5 | -3.3% | -$786 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.34万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2.35万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2.36万 | 0.02% | 138 | -14 | -9.2% | -$2,397 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $2.37万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.37万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $2.40万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $2.41万 | 0.02% | 178 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $2.41万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $2.42万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2.43万 | 0.02% | 323 | -12 | -3.6% | -$904 | 减仓 |
| EBAY | EBAY INC. COM | $2.48万 | 0.02% | 272 | -1 | -0.4% | -$91 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.48万 | 0.02% | 375 | -34 | -8.3% | -$2,248 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.53万 | 0.02% | 348 | -23 | -6.2% | -$1,672 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $2.55万 | 0.02% | 120 | -29 | -19.5% | -$6,154 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.55万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $2.56万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.59万 | 0.02% | 942 | 588 | 166.1% | $1.61万 | 加仓 |