Allen Capital Group, LLC 13F 持仓 · 2026年Q2
Allen Capital Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 316 只证券，申报市值合计 12.28 亿美元。前几大持仓：SPYM（6.46%）、JCPB（5.86%）、UITB（4.53%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $79.4M | 6.46% | 903,307 | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $72.0M | 5.86% | 1.5M | 增持 |
| 3 | UITB | VICTORY PORTFOLIOS II | $55.6M | 4.53% | 1.2M | 增持 |
| 4 | IQLT | ISHARES TR | $52.2M | 4.25% | 1.1M | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $44.6M | 3.63% | 89,190 | 减持 |
| 6 | DSTL | ETF SER SOLUTIONS | $34.3M | 2.79% | 573,042 | 增持 |
| 7 | AAPL | APPLE INC | $32.9M | 2.68% | 113,847 | 增持 |
| 8 | PYLD | PIMCO ETF TR | $30.7M | 2.50% | 1.2M | 增持 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $29.5M | 2.40% | 421,972 | 增持 |
| 10 | SPSM | SPDR SERIES TRUST | $24.3M | 1.98% | 421,001 | 增持 |
| 11 | SPEM | SPDR INDEX SHS FDS | $22.4M | 1.82% | 431,898 | 增持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $21.5M | 1.75% | 223,034 | 增持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.4M | 1.66% | 42,764 | 减持 |
| 14 | VFLO | VICTORY PORTFOLIOS II | $20.4M | 1.66% | 444,975 | 增持 |
| 15 | GOOGL | ALPHABET INC | $19.4M | 1.58% | 54,324 | 减持 |
| 16 | KLAC | KLA CORP | $17.3M | 1.41% | 57,440 | 增持 |
| 17 | SCHP | SCHWAB STRATEGIC TR | $16.8M | 1.37% | 633,025 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $16.5M | 1.34% | 82,445 | 增持 |
| 19 | BOXX | EA SERIES TRUST | $15.9M | 1.29% | 135,833 | 增持 |
| 20 | SCHX | SCHWAB STRATEGIC TR | $15.6M | 1.27% | 530,430 | 增持 |
| 21 | JMBS | JANUS DETROIT STR TR | $14.6M | 1.19% | 324,391 | 增持 |
| 22 | AMZN | AMAZON COM INC | $12.6M | 1.03% | 53,035 | 增持 |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.2M | 1.00% | 216,664 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $11.7M | 0.95% | 31,240 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $11.1M | 0.90% | 33,826 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR