13F 机构持仓

Bruce G. Allen Investments, LLC

DENVER CO · SEC CIK 0002005409

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

EFV 14.8%
VTV 11.4%
SCHD 8.1%
FNDX 7.0%
FNDF 7.0%
VOE 3.2%
DJP 2.9%
PHYS 2.2%
AAPL 1.6%
VONV 1.4%

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
KBR KBR INC COM $00.00%0 -16-100.0% -$590 清仓
MP MP MATERIALS CORP COM CL A $00.00%0 -12-100.0% -$579 清仓
STLA STELLANTIS N.V SHS $00.00%0 -79-100.0% -$560 清仓
LINE LINEAGE INC COM $00.00%0 -16-100.0% -$524 清仓
WHR WHIRLPOOL CORP COM $00.00%0 -9-100.0% -$485 清仓
NATL NCR ATLEOS CORPORATION COM SHS $00.00%0 -11-100.0% -$479 清仓
GBDC GOLUB CAP BDC INC COM $00.00%0 -34-100.0% -$430 清仓
EFOR ASGN INC COM $00.00%0 -11-100.0% -$426 清仓
GDDY GODADDY INC CL A $00.00%0 -5-100.0% -$413 清仓
STRL STERLING INFRASTRUCTURE INC COM $00.00%0 -1-100.0% -$407 清仓
LZ LEGALZOOM COM INC COM $00.00%0 -69-100.0% -$391 清仓
BOKF BOK FINL CORP COM NEW $00.00%0 -3-100.0% -$384 清仓
CSL CARLISLE COS INC COM $00.00%0 -1-100.0% -$334 清仓
MOS MOSAIC CO COM $00.00%0 -13-100.0% -$332 清仓
CVNA CARVANA CO CL A $00.00%0 -5-100.0% -$314 清仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $00.00%0 -14-100.0% -$296 清仓
DOCU DOCUSIGN INC COM $00.00%0 -6-100.0% -$284 清仓
FRPT FRESHPET INC COM $00.00%0 -4-100.0% -$236 清仓
QDEL QUIDELORTHO CORP COM $00.00%0 -14-100.0% -$230 清仓
DXC DXC TECHNOLOGY CO COM $00.00%0 -18-100.0% -$226 清仓
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $00.00%0 -23-100.0% -$213 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $00.00%0 -1-100.0% -$209 清仓
UFPI UFP INDUSTRIES INC COM $00.00%0 -2-100.0% -$184 清仓
MAT MATTEL INC COM $00.00%0 -12-100.0% -$174 清仓
HRMY HARMONY BIOSCIENCES HLDGS INC COM $00.00%0 -4-100.0% -$112 清仓
GLIBK GCI LIBERTY INC COM SER C $00.00%0 -1-100.0% -$37 清仓
— XEROX HOLDINGS CORP WT EXP 021128 $00.00%0 -46-100.0% -$4 清仓