ALLEN WEALTH MANAGEMENT, LLC
Boone NC · SEC CIK 0002012003
$2.00亿2026Q1 申报市值
59持仓数
70.7%前十大占比 · 第一大 15.6%
3 / 2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
XLV 新建仓+$1,406.79万
VO 加仓+$220.44万
DFIV 加仓+$170.34万
ACN 新建仓+$167.93万
VDE 加仓+$146.64万
2026Q1 卖出最多 按季末市值估算
AMLP 减仓-$61.74万
TSM 减仓-$46.47万
ADP 清仓-$27.54万
LMT 减仓-$24.84万
RIO 减仓-$22.25万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3,123.05万 | 15.63% | 159,176 | 6,236 | 4.1% | $122.35万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,679.47万 | 13.41% | 962,107 | 43,202 | 4.7% | $120.32万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,879.33万 | 9.41% | 108,606 | 8,474 | 8.5% | $146.64万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,541.16万 | 7.71% | 291,996 | 32,274 | 12.4% | $170.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,502.43万 | 7.52% | 52,316 | 7,676 | 17.2% | $220.44万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,406.79万 | 7.04% | 95,954 | 95,954 | — | $1,406.79万 | 新建仓 |
| — | EXXON MOBIL CORP | $582.12万 | 2.91% | 34,311 | -1,182 | -3.3% | -$20.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $550.56万 | 2.76% | 26,609 | -220 | -0.8% | -$4.55万 | 减仓 |
| AMLP | ALPS ETF TR | $496.47万 | 2.48% | 94,314 | -11,728 | -11.1% | -$61.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $370.91万 | 1.86% | 6,137 | -411 | -6.3% | -$24.84万 | 减仓 |
| CSCO | CISCO SYS INC | $308.52万 | 1.54% | 39,762 | -1,517 | -3.7% | -$11.77万 | 减仓 |
| MRK | MERCK & CO INC | $303.07万 | 1.52% | 25,195 | 434 | 1.8% | $5.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $282.21万 | 1.41% | 11,545 | 104 | 0.9% | $2.54万 | 加仓 |
| C | CITIGROUP INC | $264.64万 | 1.32% | 23,335 | -1,466 | -5.9% | -$16.63万 | 减仓 |
| AAPL | APPLE INC | $258.49万 | 1.29% | 10,185 | -374 | -3.5% | -$9.49万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $245.32万 | 1.23% | 7,259 | -1,375 | -15.9% | -$46.47万 | 减仓 |
| RIO | RIO TINTO PLC | $242.89万 | 1.22% | 26,036 | -2,385 | -8.4% | -$22.25万 | 减仓 |
| SLB | SLB LIMITED | $221.95万 | 1.11% | 43,190 | -224 | -0.5% | -$1.15万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $208.57万 | 1.04% | 58,752 | 2,706 | 4.8% | $9.61万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $207.10万 | 1.04% | 17,457 | -1,170 | -6.3% | -$13.88万 | 减仓 |
| SON | SONOCO PRODS CO | $202.47万 | 1.01% | 37,432 | 4,629 | 14.1% | $25.04万 | 加仓 |
| PEP | PEPSICO INC | $201.86万 | 1.01% | 12,999 | 1,250 | 10.6% | $19.41万 | 加仓 |
| MDT | MEDTRONIC PLC | $191.96万 | 0.96% | 22,154 | 620 | 2.9% | $5.37万 | 加仓 |
| CAT | CATERPILLAR INC | $178.96万 | 0.90% | 2,526 | -245 | -8.8% | -$17.36万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $173.82万 | 0.87% | 6,417 | 537 | 9.1% | $14.55万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $167.93万 | 0.84% | 8,469 | 8,469 | — | $167.93万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $165.34万 | 0.83% | 17,139 | 5,885 | 52.3% | $56.77万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $158.34万 | 0.79% | 17,566 | 3,075 | 21.2% | $27.72万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $155.96万 | 0.78% | 21,947 | 2,388 | 12.2% | $16.97万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $151.26万 | 0.76% | 11,552 | -400 | -3.3% | -$5.24万 | 减仓 |
| KO | COCA COLA CO | $104.90万 | 0.53% | 13,793 | -630 | -4.4% | -$4.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $89.32万 | 0.45% | 23,604 | -2,272 | -8.8% | -$8.60万 | 减仓 |
| UL | UNILEVER PLC | $85.77万 | 0.43% | 15,055 | -479 | -3.1% | -$2.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $84.34万 | 0.42% | 2,867 | -113 | -3.8% | -$3.32万 | 减仓 |
| AMGN | AMGEN INC | $82.47万 | 0.41% | 2,344 | -124 | -5.0% | -$4.36万 | 减仓 |
| PFE | PFIZER INC | $81.55万 | 0.41% | 29,040 | -2,262 | -7.2% | -$6.35万 | 减仓 |
| WMT | WALMART INC | $79.40万 | 0.40% | 6,389 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $78.54万 | 0.39% | 2,205 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $75.85万 | 0.38% | 2,049 | 5 | 0.2% | $1,851 | 加仓 |
| V | VISA INC | $75.59万 | 0.38% | 2,501 | -90 | -3.5% | -$2.72万 | 减仓 |
| NVS | NOVARTIS AG | $66.75万 | 0.33% | 4,370 | -200 | -4.4% | -$3.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.50万 | 0.33% | 4,604 | -100 | -2.1% | -$1.44万 | 减仓 |
| AMZN | AMAZON COM INC | $54.90万 | 0.27% | 2,636 | 444 | 20.3% | $9.25万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $54.24万 | 0.27% | 795 | -5 | -0.6% | -$3,411 | 减仓 |
| BAC | BANK AMERICA CORP | $41.05万 | 0.21% | 8,420 | -303 | -3.5% | -$1.48万 | 减仓 |
| GLD | SPDR GOLD TR | $40.32万 | 0.20% | 937 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $36.97万 | 0.19% | 1,609 | -17 | -1.0% | -$3,906 | 减仓 |
| SBUX | STARBUCKS CORP | $36.58万 | 0.18% | 4,083 | -878 | -17.7% | -$7.87万 | 减仓 |
| GOOG | ALPHABET INC | $36.14万 | 0.18% | 1,260 | -187 | -12.9% | -$5.36万 | 减仓 |
| NEM | NEWMONT CORP | $36.13万 | 0.18% | 3,338 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $35.37万 | 0.18% | 7,046 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.54万 | 0.16% | 1,047 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $31.37万 | 0.16% | 914 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.47万 | 0.14% | 476 | 476 | — | $27.47万 | 新建仓 |
| MET | METLIFE INC | $26.64万 | 0.13% | 3,766 | -198 | -5.0% | -$1.40万 | 减仓 |
| LOW | LOWES COS INC | $25.23万 | 0.13% | 1,068 | -133 | -11.1% | -$3.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.95万 | 0.12% | 1,509 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.47万 | 0.12% | 1,125 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.90万 | 0.11% | 457 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,070 | -100.0% | -$27.54万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -494 | -100.0% | -$22.22万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |