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 |
|---|---|---|---|---|---|---|---|---|
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $3.98万 | 0.03% | 5,010 | -1,097 | -18.0% | -$8,710 | 减仓 |
| CTVA | CORTEVA INC COM | $3.97万 | 0.03% | 474 | 96 | 25.4% | $8,036 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3.97万 | 0.03% | 675 | -49 | -6.8% | -$2,880 | 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 |
| VALE | VALE S A SPONSORED ADS | $3.90万 | 0.03% | 2,451 | -63 | -2.5% | -$1,002 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $3.90万 | 0.03% | 226 | -2 | -0.9% | -$345 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $3.89万 | 0.03% | 452 | -12 | -2.6% | -$1,034 | 减仓 |
| SLB | SLB LIMITED COM STK | $3.89万 | 0.03% | 756 | -85 | -10.1% | -$4,368 | 减仓 |
| MAS | MASCO CORP COM | $3.86万 | 0.03% | 639 | -5 | -0.8% | -$302 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $3.85万 | 0.03% | 156 | -50 | -24.3% | -$1.24万 | 减仓 |
| ENB | ENBRIDGE INC COM | $3.84万 | 0.03% | 710 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3.84万 | 0.03% | 4,870 | -337 | -6.5% | -$2,659 | 减仓 |
| CNC | CENTENE CORP DEL COM | $3.84万 | 0.03% | 1,173 | 322 | 37.8% | $1.05万 | 加仓 |
| KLAC | KLA CORP COM NEW | $3.83万 | 0.03% | 26 | -8 | -23.5% | -$1.18万 | 减仓 |
| PSX | PHILLIPS 66 COM | $3.83万 | 0.03% | 210 | -3 | -1.4% | -$547 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.81万 | 0.02% | 291 | 100 | 52.4% | $1.31万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $3.80万 | 0.02% | 157 | -1 | -0.6% | -$242 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $3.74万 | 0.02% | 4,462 | -503 | -10.1% | -$4,215 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $3.70万 | 0.02% | 796 | 48 | 6.4% | $2,230 | 加仓 |
| FFIV | F5 INC COM | $3.67万 | 0.02% | 127 | 100 | 370.4% | $2.89万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $3.64万 | 0.02% | 1,381 | -12 | -0.9% | -$316 | 减仓 |
| EXP | EAGLE MATLS INC COM | $3.64万 | 0.02% | 192 | -2 | -1.0% | -$379 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.60万 | 0.02% | 193 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $3.54万 | 0.02% | 131 | -154 | -54.0% | -$4.17万 | 减仓 |
| IBN | ICICI BANK LIMITED ADR | $3.52万 | 0.02% | 1,359 | -107 | -7.3% | -$2,771 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $3.50万 | 0.02% | 575 | -4 | -0.7% | -$243 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $3.48万 | 0.02% | 370 | 230 | 164.3% | $2.16万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $3.46万 | 0.02% | 476 | -615 | -56.4% | -$4.48万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $3.45万 | 0.02% | 498 | 204 | 69.4% | $1.41万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $3.45万 | 0.02% | 1,529 | -22 | -1.4% | -$496 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.43万 | 0.02% | 273 | -16 | -5.5% | -$2,007 | 减仓 |
| BXP | BXP INC COM | $3.42万 | 0.02% | 658 | -242 | -26.9% | -$1.26万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $3.40万 | 0.02% | 1,015 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $3.40万 | 0.02% | 1,425 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3.35万 | 0.02% | 296 | 9 | 3.1% | $1,019 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $3.29万 | 0.02% | 894 | 871 | 3,787.0% | $3.20万 | 加仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $3.26万 | 0.02% | 557 | -14 | -2.5% | -$819 | 减仓 |
| TRP | TC ENERGY CORP COM | $3.20万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.20万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3.15万 | 0.02% | 89 | 65 | 270.8% | $2.30万 | 加仓 |
| PCAR | PACCAR INC COM | $3.14万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $3.14万 | 0.02% | 1,068 | -38 | -3.4% | -$1,116 | 减仓 |
| KR | KROGER CO COM | $3.04万 | 0.02% | 420 | 49 | 13.2% | $3,546 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.94万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $2.88万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $2.87万 | 0.02% | 619 | 312 | 101.6% | $1.45万 | 加仓 |
| F | FORD MTR CO COM | $2.86万 | 0.02% | 2,476 | -398 | -13.8% | -$4,593 | 减仓 |
| AME | AMETEK INC COM | $2.85万 | 0.02% | 133 | -1 | -0.7% | -$214 | 减仓 |
| SON | SONOCO PRODS CO COM | $2.85万 | 0.02% | 526 | -6 | -1.1% | -$325 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.80万 | 0.02% | 131 | -6 | -4.4% | -$1,282 | 减仓 |
| COR | CENCORA INC COM | $2.80万 | 0.02% | 89 | -22 | -19.8% | -$6,911 | 减仓 |
| MCK | MCKESSON CORP COM | $2.77万 | 0.02% | 32 | 9 | 39.1% | $7,788 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $2.75万 | 0.02% | 98 | 30 | 44.1% | $8,432 | 加仓 |
| NEM | NEWMONT CORP COM | $2.75万 | 0.02% | 254 | 41 | 19.2% | $4,438 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $2.73万 | 0.02% | 1,315 | 1,315 | — | $2.73万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $2.72万 | 0.02% | 417 | 330 | 379.3% | $2.15万 | 加仓 |
| EXC | EXELON CORP COM | $2.67万 | 0.02% | 544 | 12 | 2.3% | $588 | 加仓 |
| FAST | FASTENAL CO COM | $2.65万 | 0.02% | 572 | -74 | -11.5% | -$3,434 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.61万 | 0.02% | 809 | 809 | — | $2.61万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.59万 | 0.02% | 942 | 588 | 166.1% | $1.61万 | 加仓 |
| XYL | XYLEM INC COM | $2.56万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.55万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $2.55万 | 0.02% | 120 | -29 | -19.5% | -$6,154 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.53万 | 0.02% | 348 | -23 | -6.2% | -$1,672 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.48万 | 0.02% | 375 | -34 | -8.3% | -$2,248 | 减仓 |
| EBAY | EBAY INC. COM | $2.48万 | 0.02% | 272 | -1 | -0.4% | -$91 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $2.43万 | 0.02% | 323 | -12 | -3.6% | -$904 | 减仓 |
| NDAQ | NASDAQ INC COM | $2.42万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $2.41万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $2.41万 | 0.02% | 178 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $2.40万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.37万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.37万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2.36万 | 0.02% | 138 | -14 | -9.2% | -$2,397 | 减仓 |
| WAB | WABTEC COM | $2.35万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.34万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $2.33万 | 0.02% | 148 | -5 | -3.3% | -$786 | 减仓 |
| NUE | NUCOR CORP COM | $2.32万 | 0.02% | 137 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $2.31万 | 0.02% | 878 | 2 | 0.2% | $53 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2.31万 | 0.02% | 200 | -168 | -45.7% | -$1.94万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.30万 | 0.02% | 80 | -83 | -50.9% | -$2.38万 | 减仓 |
| BA | BOEING CO COM | $2.29万 | 0.01% | 115 | -22 | -16.1% | -$4,379 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.29万 | 0.01% | 759 | 2 | 0.3% | $60 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2.27万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.26万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $2.23万 | 0.01% | 232 | 2 | 0.9% | $192 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $2.17万 | 0.01% | 474 | -337 | -41.6% | -$1.54万 | 减仓 |
| CRH | CRH PLC ORD | $2.17万 | 0.01% | 206 | -12 | -5.5% | -$1,261 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $2.16万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $2.14万 | 0.01% | 105 | -130 | -55.3% | -$2.65万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.12万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $2.12万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $2.11万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2.09万 | 0.01% | 217 | -44 | -16.9% | -$4,245 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $2.09万 | 0.01% | 341 | -93 | -21.4% | -$5,705 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $2.06万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $2.06万 | 0.01% | 21 | 8 | 61.5% | $7,842 | 加仓 |
| CCI | CROWN CASTLE INC COM | $2.02万 | 0.01% | 249 | -75 | -23.1% | -$6,098 | 减仓 |
| BIIB | BIOGEN INC COM | $2.02万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2.01万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |