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 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC COM | $2.00万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $2.00万 | 0.01% | 86 | 28 | 48.3% | $6,496 | 加仓 |
| NI | NISOURCE INC COM | $1.97万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $1.97万 | 0.01% | 31 | 4 | 14.8% | $2,541 | 加仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $1.96万 | 0.01% | 669 | -218 | -24.6% | -$6,385 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $1.96万 | 0.01% | 44 | 20 | 83.3% | $8,888 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1.92万 | 0.01% | 237 | -138 | -36.8% | -$1.12万 | 减仓 |
| PPL | PPL CORP COM | $1.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $1.90万 | 0.01% | 377 | 60 | 18.9% | $3,019 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.89万 | 0.01% | 26 | -4 | -13.3% | -$2,914 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.87万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1.87万 | 0.01% | 1,008 | 427 | 73.5% | $7,908 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $1.87万 | 0.01% | 191 | -28 | -12.8% | -$2,735 | 减仓 |
| TS | TENARIS S A SPONSORED ADS | $1.84万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $1.83万 | 0.01% | 980 | -63 | -6.0% | -$1,176 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $1.81万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $1.80万 | 0.01% | 122 | 122 | — | $1.80万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $1.78万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.78万 | 0.01% | 1,138 | -25 | -2.1% | -$391 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.75万 | 0.01% | 160 | -49 | -23.4% | -$5,346 | 减仓 |
| VRSN | VERISIGN INC COM | $1.74万 | 0.01% | 70 | 13 | 22.8% | $3,229 | 加仓 |
| ECL | ECOLAB INC COM | $1.73万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.71万 | 0.01% | 190 | 20 | 11.8% | $1,802 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $1.70万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.66万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $1.62万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.62万 | 0.01% | 923 | 391 | 73.5% | $6,870 | 加仓 |
| HUM | HUMANA INC COM | $1.61万 | 0.01% | 93 | -11 | -10.6% | -$1,907 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.61万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $1.59万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $1.58万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.57万 | 0.01% | 114 | 1 | 0.9% | $138 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.56万 | 0.01% | 173 | -13 | -7.0% | -$1,172 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $1.55万 | 0.01% | 95 | -3 | -3.1% | -$490 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $1.52万 | 0.01% | 122 | 105 | 617.6% | $1.31万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.52万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $1.52万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $1.51万 | 0.01% | 192 | -6 | -3.0% | -$472 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.49万 | 0.01% | 324 | 324 | — | $1.49万 | 新建仓 |
| TW | TRADEWEB MKTS INC CL A | $1.46万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.44万 | 0.01% | 211 | 78 | 58.6% | $5,305 | 加仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $1.43万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.43万 | 0.01% | 481 | 142 | 41.9% | $4,229 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $1.43万 | 0.01% | 149 | 60 | 67.4% | $5,760 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.41万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.40万 | 0.01% | 335 | 160 | 91.4% | $6,664 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.37万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.36万 | 0.01% | 83 | 38 | 84.4% | $6,237 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1.35万 | 0.01% | 46 | -24 | -34.3% | -$7,026 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $1.34万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1.32万 | 0.01% | 1,322 | 466 | 54.4% | $4,665 | 加仓 |
| AEE | AMEREN CORP COM | $1.31万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.31万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.30万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $1.30万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $1.30万 | 0.01% | 333 | -142 | -29.9% | -$5,537 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $1.29万 | 0.01% | 82 | -9 | -9.9% | -$1,416 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $1.28万 | 0.01% | 163 | 157 | 2,616.7% | $1.24万 | 加仓 |
| NKE | NIKE INC CL B | $1.27万 | 0.01% | 241 | -1,022 | -80.9% | -$5.40万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.26万 | 0.01% | 51 | 51 | — | $1.26万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.26万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.23万 | 0.01% | 124 | -10 | -7.5% | -$990 | 减仓 |
| VICI | VICI PPTYS INC COM | $1.22万 | 0.01% | 445 | -1 | -0.2% | -$27 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $1.22万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.21万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $1.20万 | 0.01% | 283 | -19 | -6.3% | -$806 | 减仓 |
| WRB | BERKLEY W R CORP COM | $1.17万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.17万 | 0.01% | 60 | 20 | 50.0% | $3,908 | 加仓 |
| WWD | WOODWARD INC COM | $1.15万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $1.12万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.09万 | 0.01% | 55 | 6 | 12.2% | $1,185 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.07万 | 0.01% | 228 | -983 | -81.2% | -$4.61万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1.07万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $1.06万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.06万 | 0.01% | 196 | 196 | — | $1.06万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.06万 | 0.01% | 296 | 89 | 43.0% | $3,177 | 加仓 |
| NTAP | NETAPP INC COM | $1.05万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1.05万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.04万 | 0.01% | 425 | 425 | — | $1.04万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.04万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $1.02万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.01万 | 0.01% | 171 | -283 | -62.3% | -$1.67万 | 减仓 |
| TER | TERADYNE INC COM | $1.01万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $1.00万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $9,991 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $9,958 | 0.01% | 110 | 110 | — | $9,958 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $9,798 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $9,713 | 0.01% | 46 | 46 | — | $9,713 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $9,704 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $9,680 | 0.01% | 16 | -50 | -75.8% | -$3.02万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $9,630 | 0.01% | 199 | 79 | 65.8% | $3,823 | 加仓 |
| MDB | MONGODB INC CL A | $9,546 | 0.01% | 39 | -8 | -17.0% | -$1,958 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $9,513 | 0.01% | 423 | 280 | 195.8% | $6,297 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $9,506 | 0.01% | 118 | -1 | -0.8% | -$81 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9,501 | 0.01% | 84 | 84 | — | $9,501 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $9,466 | 0.01% | 629 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $9,466 | 0.01% | 109 | 21 | 23.9% | $1,824 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $9,296 | 0.01% | 29 | 29 | — | $9,296 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $9,136 | 0.01% | 353 | 33 | 10.3% | $854 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $9,120 | 0.01% | 108 | 108 | — | $9,120 | 新建仓 |