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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC COM | $7.33万 | 0.05% | 371 | -90 | -19.5% | -$1.78万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $7.28万 | 0.05% | 370 | 12 | 3.4% | $2,362 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $7.20万 | 0.05% | 390 | -4 | -1.0% | -$739 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $7.13万 | 0.05% | 527 | -15 | -2.8% | -$2,028 | 减仓 |
| DHI | D R HORTON INC COM | $6.98万 | 0.05% | 509 | -40 | -7.3% | -$5,489 | 减仓 |
| D | DOMINION ENERGY INC COM | $6.94万 | 0.05% | 1,123 | 18 | 1.6% | $1,113 | 加仓 |
| ROST | ROSS STORES INC COM | $6.93万 | 0.05% | 320 | -2 | -0.6% | -$433 | 减仓 |
| BPOP | POPULAR INC COM NEW | $6.91万 | 0.05% | 515 | -7 | -1.3% | -$939 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $6.86万 | 0.04% | 1,061 | 43 | 4.2% | $2,778 | 加仓 |
| NNN | NNN REIT INC COM | $6.82万 | 0.04% | 1,623 | 331 | 25.6% | $1.39万 | 加仓 |
| CI | THE CIGNA GROUP COM | $6.75万 | 0.04% | 253 | -84 | -24.9% | -$2.24万 | 减仓 |
| SNA | SNAP ON INC COM | $6.72万 | 0.04% | 185 | -6 | -3.1% | -$2,179 | 减仓 |
| MO | ALTRIA GROUP INC COM | $6.63万 | 0.04% | 1,005 | -79 | -7.3% | -$5,213 | 减仓 |
| CF | CF INDUSTRIES HOLD COM | $6.62万 | 0.04% | 510 | -10 | -1.9% | -$1,298 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $6.59万 | 0.04% | 323 | -3 | -0.9% | -$612 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $6.57万 | 0.04% | 2,310 | -443 | -16.1% | -$1.26万 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $6.56万 | 0.04% | 2,480 | -159 | -6.0% | -$4,204 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $6.55万 | 0.04% | 2,507 | -1,738 | -40.9% | -$4.54万 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $6.49万 | 0.04% | 696 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $6.48万 | 0.04% | 243 | -4 | -1.6% | -$1,067 | 减仓 |
| FDX | FEDEX CORP COM | $6.48万 | 0.04% | 182 | -1 | -0.5% | -$356 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6.46万 | 0.04% | 730 | 5 | 0.7% | $442 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $6.39万 | 0.04% | 1,566 | 13 | 0.8% | $530 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $6.38万 | 0.04% | 366 | 29 | 8.6% | $5,058 | 加仓 |
| PFE | PFIZER INC COM | $6.23万 | 0.04% | 2,217 | 398 | 21.9% | $1.12万 | 加仓 |
| SO | SOUTHERN CO COM | $6.20万 | 0.04% | 642 | -301 | -31.9% | -$2.91万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $6.05万 | 0.04% | 462 | -100 | -17.8% | -$1.31万 | 减仓 |
| INTU | INTUIT COM | $6.01万 | 0.04% | 139 | 59 | 73.8% | $2.55万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $5.92万 | 0.04% | 330 | -2 | -0.6% | -$359 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $5.92万 | 0.04% | 347 | 25 | 7.8% | $4,263 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $5.82万 | 0.04% | 507 | -5 | -1.0% | -$574 | 减仓 |
| SFLO | VICTORYSHARES SMALL CAP FREE CASH FLOW ETF | $5.76万 | 0.04% | 1,919 | 60 | 3.2% | $1,802 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $5.74万 | 0.04% | 496 | -5 | -1.0% | -$579 | 减仓 |
| MUR | MURPHY OIL CORP COM | $5.74万 | 0.04% | 1,392 | -37 | -2.6% | -$1,526 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.73万 | 0.04% | 282 | -46 | -14.0% | -$9,346 | 减仓 |
| AVT | AVNET INC COM | $5.72万 | 0.04% | 928 | -7 | -0.7% | -$431 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5.72万 | 0.04% | 1,015 | 149 | 17.2% | $8,390 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $5.71万 | 0.04% | 449 | 171 | 61.5% | $2.18万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $5.64万 | 0.04% | 301 | -1 | -0.3% | -$187 | 减仓 |
| EMR | EMERSON ELEC CO COM | $5.63万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.61万 | 0.04% | 259 | -20 | -7.2% | -$4,332 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $5.53万 | 0.04% | 186 | -2 | -1.1% | -$594 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $5.44万 | 0.04% | 90 | -8 | -8.2% | -$4,835 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $5.40万 | 0.04% | 249 | 107 | 75.4% | $2.32万 | 加仓 |
| NOV | NOV INC COM | $5.37万 | 0.04% | 2,856 | -29 | -1.0% | -$545 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $5.37万 | 0.04% | 245 | 40 | 19.5% | $8,761 | 加仓 |
| GM | GENERAL MTRS CO COM | $5.35万 | 0.03% | 718 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $5.32万 | 0.03% | 1,091 | -7 | -0.6% | -$341 | 减仓 |
| KT | KT CORP SPONSORED ADR | $5.28万 | 0.03% | 2,463 | -488 | -16.5% | -$1.05万 | 减仓 |
| CRM | SALESFORCE INC COM | $5.28万 | 0.03% | 283 | 108 | 61.7% | $2.02万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $5.23万 | 0.03% | 2,198 | 24 | 1.1% | $571 | 加仓 |
| FLS | FLOWSERVE CORP COM | $5.19万 | 0.03% | 706 | -7 | -1.0% | -$515 | 减仓 |
| GATX | GATX CORP COM | $5.17万 | 0.03% | 303 | -5 | -1.6% | -$854 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $5.14万 | 0.03% | 149 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $5.12万 | 0.03% | 329 | -24 | -6.8% | -$3,732 | 减仓 |
| BWA | BORGWARNER INC COM | $5.11万 | 0.03% | 941 | -3 | -0.3% | -$163 | 减仓 |
| CVE | CENOVUS ENERGY INC COM | $5.08万 | 0.03% | 1,914 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $5.07万 | 0.03% | 429 | -205 | -32.3% | -$2.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $5.04万 | 0.03% | 149 | -43 | -22.4% | -$1.45万 | 减仓 |
| VTR | VENTAS INC COM | $4.83万 | 0.03% | 591 | -20 | -3.3% | -$1,636 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $4.82万 | 0.03% | 1,939 | -144 | -6.9% | -$3,583 | 减仓 |
| XEL | XCEL ENERGY INC COM | $4.81万 | 0.03% | 605 | 55 | 10.0% | $4,369 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $4.79万 | 0.03% | 798 | -115 | -12.6% | -$6,897 | 减仓 |
| BX | BLACKSTONE INC COM | $4.74万 | 0.03% | 412 | -186 | -31.1% | -$2.14万 | 减仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $4.72万 | 0.03% | 473 | -22 | -4.4% | -$2,194 | 减仓 |
| EG | EVEREST GROUP LTD COM | $4.71万 | 0.03% | 144 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $4.63万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $4.60万 | 0.03% | 1,639 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $4.60万 | 0.03% | 351 | -209 | -37.3% | -$2.74万 | 减仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $4.56万 | 0.03% | 1,754 | -16 | -0.9% | -$416 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $4.51万 | 0.03% | 462 | 12 | 2.7% | $1,171 | 加仓 |
| KKR | KKR & CO INC COM | $4.50万 | 0.03% | 487 | 54 | 12.5% | $4,995 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $4.50万 | 0.03% | 438 | 96 | 28.1% | $9,866 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $4.48万 | 0.03% | 982 | 982 | — | $4.48万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $4.43万 | 0.03% | 468 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $4.42万 | 0.03% | 295 | -11 | -3.6% | -$1,650 | 减仓 |
| MET | METLIFE INC COM | $4.42万 | 0.03% | 625 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC COM | $4.39万 | 0.03% | 652 | 131 | 25.1% | $8,816 | 加仓 |
| BCS | BARCLAYS PLC ADR | $4.38万 | 0.03% | 2,068 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $4.37万 | 0.03% | 952 | -24 | -2.5% | -$1,101 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $4.37万 | 0.03% | 572 | 140 | 32.4% | $1.07万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $4.33万 | 0.03% | 155 | -5 | -3.1% | -$1,396 | 减仓 |
| PAYX | PAYCHEX INC COM | $4.32万 | 0.03% | 469 | 120 | 34.4% | $1.11万 | 加仓 |
| SYY | SYSCO CORP COM | $4.29万 | 0.03% | 601 | 95 | 18.8% | $6,776 | 加仓 |
| TMUS | T-MOBILE US INC COM | $4.26万 | 0.03% | 203 | 73 | 56.2% | $1.53万 | 加仓 |
| SRE | SEMPRA COM | $4.26万 | 0.03% | 438 | -28 | -6.0% | -$2,721 | 减仓 |
| RELX | RELX PLC SPONSORED ADR | $4.23万 | 0.03% | 1,276 | 940 | 279.8% | $3.12万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $4.23万 | 0.03% | 32 | -14 | -30.4% | -$1.85万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $4.21万 | 0.03% | 259 | 57 | 28.2% | $9,261 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.18万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $4.15万 | 0.03% | 678 | 107 | 18.7% | $6,546 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $4.14万 | 0.03% | 1,911 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $4.08万 | 0.03% | 167 | 22 | 15.2% | $5,372 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $4.07万 | 0.03% | 226 | -104 | -31.5% | -$1.87万 | 减仓 |
| STT | STATE STR CORP COM | $4.06万 | 0.03% | 321 | -10 | -3.0% | -$1,266 | 减仓 |
| MCO | MOODYS CORP COM | $4.06万 | 0.03% | 93 | 83 | 830.0% | $3.62万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $4.06万 | 0.03% | 207 | -3 | -1.4% | -$588 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $4.02万 | 0.03% | 85 | 2 | 2.4% | $946 | 加仓 |
| AON | AON PLC SHS CL A | $4.00万 | 0.03% | 124 | 38 | 44.2% | $1.23万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $3.98万 | 0.03% | 1,156 | 0 | 0.0% | — | 不变 |