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 |
|---|---|---|---|---|---|---|---|---|
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.61万 | 0.02% | 809 | 809 | — | $2.61万 | 新建仓 |
| FAST | FASTENAL CO COM | $2.65万 | 0.02% | 572 | -74 | -11.5% | -$3,434 | 减仓 |
| EXC | EXELON CORP COM | $2.67万 | 0.02% | 544 | 12 | 2.3% | $588 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $2.72万 | 0.02% | 417 | 330 | 379.3% | $2.15万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $2.73万 | 0.02% | 1,315 | 1,315 | — | $2.73万 | 新建仓 |
| NEM | NEWMONT CORP COM | $2.75万 | 0.02% | 254 | 41 | 19.2% | $4,438 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $2.75万 | 0.02% | 98 | 30 | 44.1% | $8,432 | 加仓 |
| MCK | MCKESSON CORP COM | $2.77万 | 0.02% | 32 | 9 | 39.1% | $7,788 | 加仓 |
| COR | CENCORA INC COM | $2.80万 | 0.02% | 89 | -22 | -19.8% | -$6,911 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.80万 | 0.02% | 131 | -6 | -4.4% | -$1,282 | 减仓 |
| SON | SONOCO PRODS CO COM | $2.85万 | 0.02% | 526 | -6 | -1.1% | -$325 | 减仓 |
| AME | AMETEK INC COM | $2.85万 | 0.02% | 133 | -1 | -0.7% | -$214 | 减仓 |
| F | FORD MTR CO COM | $2.86万 | 0.02% | 2,476 | -398 | -13.8% | -$4,593 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $2.87万 | 0.02% | 619 | 312 | 101.6% | $1.45万 | 加仓 |
| EVRG | EVERGY INC COM | $2.88万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.94万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $3.04万 | 0.02% | 420 | 49 | 13.2% | $3,546 | 加仓 |
| LKQ | LKQ CORP COM | $3.14万 | 0.02% | 1,068 | -38 | -3.4% | -$1,116 | 减仓 |
| PCAR | PACCAR INC COM | $3.14万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3.15万 | 0.02% | 89 | 65 | 270.8% | $2.30万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.20万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $3.20万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $3.26万 | 0.02% | 557 | -14 | -2.5% | -$819 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $3.29万 | 0.02% | 894 | 871 | 3,787.0% | $3.20万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $3.35万 | 0.02% | 296 | 9 | 3.1% | $1,019 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $3.40万 | 0.02% | 1,425 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $3.40万 | 0.02% | 1,015 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $3.42万 | 0.02% | 658 | -242 | -26.9% | -$1.26万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.43万 | 0.02% | 273 | -16 | -5.5% | -$2,007 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $3.45万 | 0.02% | 1,529 | -22 | -1.4% | -$496 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $3.45万 | 0.02% | 498 | 204 | 69.4% | $1.41万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $3.46万 | 0.02% | 476 | -615 | -56.4% | -$4.48万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $3.48万 | 0.02% | 370 | 230 | 164.3% | $2.16万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $3.50万 | 0.02% | 575 | -4 | -0.7% | -$243 | 减仓 |
| IBN | ICICI BANK LIMITED ADR | $3.52万 | 0.02% | 1,359 | -107 | -7.3% | -$2,771 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $3.54万 | 0.02% | 131 | -154 | -54.0% | -$4.17万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.60万 | 0.02% | 193 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $3.64万 | 0.02% | 192 | -2 | -1.0% | -$379 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $3.64万 | 0.02% | 1,381 | -12 | -0.9% | -$316 | 减仓 |
| FFIV | F5 INC COM | $3.67万 | 0.02% | 127 | 100 | 370.4% | $2.89万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $3.70万 | 0.02% | 796 | 48 | 6.4% | $2,230 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $3.74万 | 0.02% | 4,462 | -503 | -10.1% | -$4,215 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $3.80万 | 0.02% | 157 | -1 | -0.6% | -$242 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.81万 | 0.02% | 291 | 100 | 52.4% | $1.31万 | 加仓 |
| PSX | PHILLIPS 66 COM | $3.83万 | 0.03% | 210 | -3 | -1.4% | -$547 | 减仓 |
| KLAC | KLA CORP COM NEW | $3.83万 | 0.03% | 26 | -8 | -23.5% | -$1.18万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $3.84万 | 0.03% | 1,173 | 322 | 37.8% | $1.05万 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3.84万 | 0.03% | 4,870 | -337 | -6.5% | -$2,659 | 减仓 |
| ENB | ENBRIDGE INC COM | $3.84万 | 0.03% | 710 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $3.85万 | 0.03% | 156 | -50 | -24.3% | -$1.24万 | 减仓 |
| MAS | MASCO CORP COM | $3.86万 | 0.03% | 639 | -5 | -0.8% | -$302 | 减仓 |
| SLB | SLB LIMITED COM STK | $3.89万 | 0.03% | 756 | -85 | -10.1% | -$4,368 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $3.89万 | 0.03% | 452 | -12 | -2.6% | -$1,034 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $3.90万 | 0.03% | 226 | -2 | -0.9% | -$345 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $3.90万 | 0.03% | 2,451 | -63 | -2.5% | -$1,002 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $3.94万 | 0.03% | 2,276 | 530 | 30.4% | $9,179 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3.97万 | 0.03% | 675 | -49 | -6.8% | -$2,880 | 减仓 |
| CTVA | CORTEVA INC COM | $3.97万 | 0.03% | 474 | 96 | 25.4% | $8,036 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $3.98万 | 0.03% | 5,010 | -1,097 | -18.0% | -$8,710 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $3.98万 | 0.03% | 1,156 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $4.00万 | 0.03% | 124 | 38 | 44.2% | $1.23万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $4.02万 | 0.03% | 85 | 2 | 2.4% | $946 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $4.06万 | 0.03% | 207 | -3 | -1.4% | -$588 | 减仓 |
| MCO | MOODYS CORP COM | $4.06万 | 0.03% | 93 | 83 | 830.0% | $3.62万 | 加仓 |
| STT | STATE STR CORP COM | $4.06万 | 0.03% | 321 | -10 | -3.0% | -$1,266 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $4.07万 | 0.03% | 226 | -104 | -31.5% | -$1.87万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $4.08万 | 0.03% | 167 | 22 | 15.2% | $5,372 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $4.14万 | 0.03% | 1,911 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $4.15万 | 0.03% | 678 | 107 | 18.7% | $6,546 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.18万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $4.21万 | 0.03% | 259 | 57 | 28.2% | $9,261 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $4.23万 | 0.03% | 32 | -14 | -30.4% | -$1.85万 | 减仓 |
| RELX | RELX PLC SPONSORED ADR | $4.23万 | 0.03% | 1,276 | 940 | 279.8% | $3.12万 | 加仓 |
| SRE | SEMPRA COM | $4.26万 | 0.03% | 438 | -28 | -6.0% | -$2,721 | 减仓 |
| TMUS | T-MOBILE US INC COM | $4.26万 | 0.03% | 203 | 73 | 56.2% | $1.53万 | 加仓 |
| SYY | SYSCO CORP COM | $4.29万 | 0.03% | 601 | 95 | 18.8% | $6,776 | 加仓 |
| PAYX | PAYCHEX INC COM | $4.32万 | 0.03% | 469 | 120 | 34.4% | $1.11万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $4.33万 | 0.03% | 155 | -5 | -3.1% | -$1,396 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $4.37万 | 0.03% | 572 | 140 | 32.4% | $1.07万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $4.37万 | 0.03% | 952 | -24 | -2.5% | -$1,101 | 减仓 |
| BCS | BARCLAYS PLC ADR | $4.38万 | 0.03% | 2,068 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC COM | $4.39万 | 0.03% | 652 | 131 | 25.1% | $8,816 | 加仓 |
| MET | METLIFE INC COM | $4.42万 | 0.03% | 625 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $4.42万 | 0.03% | 295 | -11 | -3.6% | -$1,650 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $4.43万 | 0.03% | 468 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $4.48万 | 0.03% | 982 | 982 | — | $4.48万 | 新建仓 |
| CNI | CANADIAN NATL RY CO COM | $4.50万 | 0.03% | 438 | 96 | 28.1% | $9,866 | 加仓 |
| KKR | KKR & CO INC COM | $4.50万 | 0.03% | 487 | 54 | 12.5% | $4,995 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $4.51万 | 0.03% | 462 | 12 | 2.7% | $1,171 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $4.56万 | 0.03% | 1,754 | -16 | -0.9% | -$416 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $4.60万 | 0.03% | 351 | -209 | -37.3% | -$2.74万 | 减仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $4.60万 | 0.03% | 1,639 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $4.63万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $4.71万 | 0.03% | 144 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC SPONSORED ADR | $4.72万 | 0.03% | 473 | -22 | -4.4% | -$2,194 | 减仓 |
| BX | BLACKSTONE INC COM | $4.74万 | 0.03% | 412 | -186 | -31.1% | -$2.14万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $4.79万 | 0.03% | 798 | -115 | -12.6% | -$6,897 | 减仓 |
| XEL | XCEL ENERGY INC COM | $4.81万 | 0.03% | 605 | 55 | 10.0% | $4,369 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $4.82万 | 0.03% | 1,939 | -144 | -6.9% | -$3,583 | 减仓 |
| VTR | VENTAS INC COM | $4.83万 | 0.03% | 591 | -20 | -3.3% | -$1,636 | 减仓 |