Allen Wealth Management, LLC 13F 持仓 · 2026年Q2
Allen Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 2.05 亿美元。前几大持仓：VTV（17.65%）、FNDX（15.23%）、VO（8.68%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $36.2M | 17.65% | 166,292 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $31.3M | 15.23% | 1.0M | 增持 |
| 3 | VO | VANGUARD INDEX FDS | $17.8M | 8.68% | 221,178 | 增持 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $17.5M | 8.53% | 324,395 | 增持 |
| 5 | XLV | SELECT SECTOR SPDR TR | $16.3M | 7.96% | 102,979 | 增持 |
| 6 | VDE | VANGUARD WORLD FD | $15.0M | 7.33% | 100,242 | 减持 |
| 7 | CSCO | CISCO SYS INC | $4.1M | 2.01% | 35,216 | 减持 |
| 8 | XOM | EXXON MOBIL CORP | $4.0M | 1.95% | 29,280 | 减持 |
| 9 | CVX | CHEVRON CORPORATION | $3.8M | 1.85% | 22,981 | 减持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 1.57% | 6,759 | 减持 |
| 11 | C | CITIGROUP INC | $3.1M | 1.49% | 21,837 | 减持 |
| 12 | MRK | MERCK & CO INC | $3.0M | 1.48% | 23,602 | 减持 |
| 13 | AAPL | APPLE INC | $2.9M | 1.41% | 10,041 | 减持 |
| 14 | LMT | LOCKHEED MARTIN CORP | $2.9M | 1.39% | 5,611 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.33% | 10,760 | 减持 |
| 16 | CAT | CATERPILLAR INC | $2.3M | 1.12% | 2,151 | 减持 |
| 17 | RIO | RIO TINTO PLC | $2.3M | 1.12% | 24,313 | 减持 |
| 18 | BNY | BANK OF NY MELLON CORP | $2.2M | 1.06% | 15,012 | 减持 |
| 19 | SON | SONOCO PRODS CO | $2.0M | 0.99% | 36,227 | 减持 |
| 20 | SWK | STANLEY BLACK & DECKER INC | $2.0M | 0.98% | 21,291 | 减持 |
| 21 | LNC | LINCOLN NATL CORP IND | $2.0M | 0.96% | 55,905 | 减持 |
| 22 | PSA | PUBLIC STORAGE | $2.0M | 0.96% | 6,165 | 减持 |
| 23 | TROW | PRICE T ROWE GROUP INC | $1.9M | 0.93% | 16,779 | 减持 |
| 24 | KMB | KIMBERLY-CLARK CORP | $1.9M | 0.92% | 17,128 | 减持 |
| 25 | SLB | SLB LIMITED | $1.8M | 0.89% | 39,449 | 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