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 |
|---|---|---|---|---|---|---|---|---|
| KEY | KEYCORP COM | $9,103 | 0.01% | 454 | -4 | -0.9% | -$80 | 减仓 |
| DTE | DTE ENERGY CO COM | $9,066 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $9,043 | 0.01% | 126 | 10 | 8.6% | $718 | 加仓 |
| REG | REGENCY CTRS CORP COM | $9,004 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $8,845 | 0.01% | 40 | -1 | -2.4% | -$221 | 减仓 |
| CLX | CLOROX CO DEL COM | $8,705 | 0.01% | 84 | 56 | 200.0% | $5,803 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $8,643 | 0.01% | 150 | 100 | 200.0% | $5,762 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $8,539 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $8,530 | 0.01% | 38 | -6 | -13.6% | -$1,347 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.01% | 2 | 2 | — | $8,421 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $8,397 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $8,302 | 0.01% | 179 | -39 | -17.9% | -$1,809 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $8,141 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $8,039 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $7,897 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $7,640 | 0.00% | 119 | 10 | 9.2% | $642 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7,567 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $7,558 | 0.00% | 74 | 33 | 80.5% | $3,370 | 加仓 |
| MSCI | MSCI INC COM | $7,546 | 0.00% | 14 | 7 | 100.0% | $3,773 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $7,428 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,376 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7,323 | 0.00% | 36 | -14 | -28.0% | -$2,848 | 减仓 |
| EGP | EASTGROUP PPTYS INC COM | $7,219 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ESN | ESSENTIAL 40 STOCK ETF | $7,199 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $7,159 | 0.00% | 41 | 2 | 5.1% | $349 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $6,972 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $6,950 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $6,938 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $6,844 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $6,694 | 0.00% | 274 | -152 | -35.7% | -$3,713 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $6,683 | 0.00% | 593 | 350 | 144.0% | $3,944 | 加仓 |
| BRO | BROWN & BROWN INC COM | $6,651 | 0.00% | 102 | -279 | -73.2% | -$1.82万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $6,476 | 0.00% | 30 | 12 | 66.7% | $2,590 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $6,163 | 0.00% | 18 | -8 | -30.8% | -$2,739 | 减仓 |
| HPQ | HP INC COM | $6,109 | 0.00% | 318 | 6 | 1.9% | $115 | 加仓 |
| TWLO | TWILIO INC CL A | $5,914 | 0.00% | 47 | 26 | 123.8% | $3,272 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $5,910 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS COM | $5,906 | 0.00% | 34 | -2 | -5.6% | -$347 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $5,811 | 0.00% | 165 | 1 | 0.6% | $35 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $5,778 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $5,765 | 0.00% | 54 | -4 | -6.9% | -$427 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $5,747 | 0.00% | 45 | -11 | -19.6% | -$1,405 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $5,654 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $5,640 | 0.00% | 30 | -2 | -6.2% | -$376 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $5,636 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $5,586 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $5,575 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $5,434 | 0.00% | 146 | -432 | -74.7% | -$1.61万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5,365 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $5,330 | 0.00% | 82 | 4 | 5.1% | $260 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $5,233 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $5,227 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $5,225 | 0.00% | 33 | -5 | -13.2% | -$792 | 减仓 |
| VNT | VONTIER CORPORATION COM | $5,214 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $5,186 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $5,160 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $5,158 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD SHS | $5,154 | 0.00% | 92 | 62 | 206.7% | $3,473 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $5,147 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $5,138 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5,129 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $5,118 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $5,043 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5,001 | 0.00% | 12 | -1 | -7.7% | -$417 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $4,967 | 0.00% | 56 | 56 | — | $4,967 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $4,904 | 0.00% | 61 | -2 | -3.2% | -$161 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $4,874 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $4,826 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $4,821 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $4,807 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $4,743 | 0.00% | 85 | 6 | 7.6% | $335 | 加仓 |
| CPAY | CORPAY INC COM SHS | $4,656 | 0.00% | 16 | -5 | -23.8% | -$1,455 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $4,649 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $4,626 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $4,588 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP COM | $4,566 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $4,554 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $4,493 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $4,404 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $4,387 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $4,384 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $4,344 | 0.00% | 533 | 400 | 300.8% | $3,260 | 加仓 |
| OC | OWENS CORNING NEW COM | $4,329 | 0.00% | 40 | -4 | -9.1% | -$433 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $4,326 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $4,310 | 0.00% | 209 | 209 | — | $4,310 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $4,255 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $4,251 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $4,236 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW COM | $4,163 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $4,136 | 0.00% | 82 | -92 | -52.9% | -$4,640 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $4,114 | 0.00% | 24 | -1 | -4.0% | -$171 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $4,104 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $4,103 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4,092 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $4,090 | 0.00% | 223 | 173 | 346.0% | $3,173 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $4,044 | 0.00% | 200 | -24 | -10.7% | -$485 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $4,044 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $4,010 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS COM | $3,987 | 0.00% | 59 | 0 | 0.0% | — | 不变 |