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 |
|---|---|---|---|---|---|---|---|---|
| E | ENI SPA SPONSORED ADR | $1.76万 | 0.01% | 376 | 21 | 5.9% | $984 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.79万 | 0.01% | 529 | 48 | 10.0% | $1,620 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.79万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $1.80万 | 0.01% | 255 | 78 | 44.1% | $5,501 | 加仓 |
| ECL | ECOLAB INC COM | $1.81万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.82万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $1.83万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.88万 | 0.01% | 151 | -328 | -68.5% | -$4.08万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $1.89万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1.92万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.93万 | 0.01% | 31 | -2 | -6.1% | -$1,247 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.94万 | 0.01% | 171 | -2 | -1.2% | -$227 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $2.00万 | 0.01% | 15 | 1 | 7.1% | $1,332 | 加仓 |
| NI | NISOURCE INC COM | $2.01万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2.02万 | 0.01% | 1,138 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.02万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.03万 | 0.01% | 154 | -2 | -1.3% | -$263 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.04万 | 0.01% | 601 | -158 | -20.8% | -$5,353 | 减仓 |
| GRMN | GARMIN LTD SHS | $2.04万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $2.05万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2.07万 | 0.01% | 192 | 2 | 1.1% | $216 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $2.08万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $2.11万 | 0.01% | 197 | -9 | -4.4% | -$963 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.11万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $2.12万 | 0.01% | 1,315 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $2.13万 | 0.01% | 157 | -317 | -66.9% | -$4.30万 | 减仓 |
| ILMN | ILLUMINA INC COM | $2.15万 | 0.01% | 122 | -40 | -24.7% | -$7,033 | 减仓 |
| MKL | MARKEL GROUP INC COM | $2.15万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $2.17万 | 0.01% | 64 | -25 | -28.1% | -$8,460 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $2.17万 | 0.01% | 663 | -215 | -24.5% | -$7,037 | 减仓 |
| NEM | NEWMONT CORP COM | $2.19万 | 0.01% | 234 | -20 | -7.9% | -$1,868 | 减仓 |
| BA | BOEING CO COM | $2.21万 | 0.01% | 102 | -13 | -11.3% | -$2,814 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.23万 | 0.01% | 415 | 40 | 10.7% | $2,147 | 加仓 |
| INTU | INTUIT COM | $2.24万 | 0.01% | 86 | -53 | -38.1% | -$1.38万 | 减仓 |
| NDAQ | NASDAQ INC COM | $2.25万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2.26万 | 0.01% | 832 | 2 | 0.2% | $54 | 加仓 |
| MCK | MCKESSON CORP COM | $2.27万 | 0.01% | 30 | -2 | -6.2% | -$1,511 | 减仓 |
| EQIX | EQUINIX INC COM | $2.29万 | 0.01% | 22 | 1 | 4.8% | $1,042 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $2.31万 | 0.01% | 317 | -6 | -1.9% | -$437 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.35万 | 0.01% | 255 | 81 | 46.6% | $7,459 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $2.36万 | 0.02% | 1,021 | 41 | 4.2% | $948 | 加仓 |
| BIIB | BIOGEN INC COM | $2.38万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.38万 | 0.02% | 146 | -59 | -28.8% | -$9,616 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $2.39万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $2.40万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $2.41万 | 0.02% | 204 | -10 | -4.7% | -$1,182 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $2.41万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $2.46万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $2.48万 | 0.02% | 148 | -55 | -27.1% | -$9,225 | 减仓 |
| EXC | EXELON CORP COM | $2.48万 | 0.02% | 533 | -11 | -2.0% | -$513 | 减仓 |
| EBAY | EBAY INC. COM | $2.49万 | 0.02% | 223 | -49 | -18.0% | -$5,476 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2.50万 | 0.02% | 1,296 | -129 | -9.1% | -$2,492 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.53万 | 0.02% | 227 | 67 | 41.9% | $7,458 | 加仓 |
| WAB | WABTEC COM | $2.53万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.59万 | 0.02% | 270 | -3 | -1.1% | -$288 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.62万 | 0.02% | 97 | 7 | 7.8% | $1,893 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.64万 | 0.02% | 991 | 49 | 5.2% | $1,306 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.64万 | 0.02% | 84 | 4 | 5.0% | $1,258 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $2.64万 | 0.02% | 245 | 54 | 28.3% | $5,828 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.66万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2.66万 | 0.02% | 153 | -2 | -1.3% | -$348 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $2.74万 | 0.02% | 123 | 49 | 66.2% | $1.09万 | 加仓 |
| OKTA | OKTA INC CL A | $2.74万 | 0.02% | 201 | 9 | 4.7% | $1,228 | 加仓 |
| LKQ | LKQ CORP COM | $2.77万 | 0.02% | 1,053 | -15 | -1.4% | -$395 | 减仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $2.83万 | 0.02% | 550 | -7 | -1.3% | -$360 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.85万 | 0.02% | 49 | 13 | 36.1% | $7,552 | 加仓 |
| GIS | GENERAL MILLS INC COM | $2.85万 | 0.02% | 820 | 674 | 461.6% | $2.35万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2.86万 | 0.02% | 370 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $2.86万 | 0.02% | 96 | -28 | -22.6% | -$8,341 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.86万 | 0.02% | 74 | 28 | 60.9% | $1.08万 | 加仓 |
| FAST | FASTENAL CO COM | $2.89万 | 0.02% | 602 | 30 | 5.2% | $1,441 | 加仓 |
| PSA | PUBLIC STORAGE COM | $2.90万 | 0.02% | 91 | 43 | 89.6% | $1.37万 | 加仓 |
| NUE | NUCOR CORP COM | $2.94万 | 0.02% | 132 | -5 | -3.6% | -$1,114 | 减仓 |
| SON | SONOCO PRODS CO COM | $2.96万 | 0.02% | 526 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2.99万 | 0.02% | 272 | 55 | 25.3% | $6,037 | 加仓 |
| KR | KROGER CO COM | $2.99万 | 0.02% | 538 | 118 | 28.1% | $6,553 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $2.99万 | 0.02% | 146 | 41 | 39.0% | $8,407 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.00万 | 0.02% | 216 | -79 | -26.8% | -$1.10万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $3.01万 | 0.02% | 121 | -34 | -21.9% | -$8,445 | 减仓 |
| EVRG | EVERGY INC COM | $3.04万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.08万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.11万 | 0.02% | 72 | -11 | -13.3% | -$4,746 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.12万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $3.15万 | 0.02% | 178 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $3.19万 | 0.02% | 132 | -1 | -0.8% | -$242 | 减仓 |
| FFIV | F5 INC COM | $3.20万 | 0.02% | 77 | -50 | -39.4% | -$2.08万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $3.20万 | 0.02% | 1,002 | -13 | -1.3% | -$416 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $3.21万 | 0.02% | 608 | -11 | -1.8% | -$581 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $3.21万 | 0.02% | 371 | 208 | 127.6% | $1.80万 | 加仓 |
| AFL | AFLAC INC COM | $3.26万 | 0.02% | 278 | 58 | 26.4% | $6,801 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3.27万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $3.29万 | 0.02% | 76 | -55 | -42.0% | -$2.38万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $3.34万 | 0.02% | 476 | -322 | -40.4% | -$2.26万 | 减仓 |
| TRP | TC ENERGY CORP COM | $3.39万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3.40万 | 0.02% | 307 | 11 | 3.7% | $1,217 | 加仓 |
| PCAR | PACCAR INC COM | $3.40万 | 0.02% | 283 | 11 | 4.0% | $1,321 | 加仓 |
| PAYX | PAYCHEX INC COM | $3.42万 | 0.02% | 348 | -121 | -25.8% | -$1.19万 | 减仓 |
| F | FORD MTR CO COM | $3.44万 | 0.02% | 2,472 | -4 | -0.2% | -$56 | 减仓 |
| WMB | WILLIAMS COS INC COM | $3.54万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| KT | KT CORP SPONSORED ADR | $3.54万 | 0.02% | 2,048 | -415 | -16.8% | -$7,171 | 减仓 |