AM
Allen Mooney & Barnes Investment Advisors LLC 投资组合（Q2 2026）— 13F 股票持仓
Allen Mooney & Barnes Investment Advisors LLCCIK: 0002001461
分散型投资策略逆势操作型高品质投资策略
申报总市值
US$6.6亿
申报季度: 2026-06-30 · 持股只数: 152
Allen Mooney & Barnes Investment Advisors LLC在最新一期 13F 报告中披露了 152 项持股，申报期为 2026-06-30，总持股市值约为 US$6.6亿，季度换手率为 36.8%。
机构性格雪花图
- 集中度
- 8.37
- 持仓稳定性
- 36.77
- 动能倾向
- 0
- 行业集中度
- 42.68
- 多样化
- 100
- 仓位均衡度
- 85.19
Allen Mooney & Barnes Investment Advisors LLC 目前披露的持仓，Herfindahl 集中度指数为 0.021——换算下来相当于约 48 个等权重仓位，明显低于其实际披露的 152 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.48），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
来源与引用信息
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清仓 XOM
新建仓 SOXX
清仓 DOW
新建仓 BDX
新建仓 ACN
减仓 CSCO
-92.2% -US$1411.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.25% | +0.38% | -10.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.38% | -0.70% | -36.92% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.14% | +0.39% | -6.89% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.13% | +1.10% | -5.30% | |
| 5 | CMI | Cummins Inc | 股票-工业 | 3.04% | +0.75% | -5.08% | |
| 6 | AEP | American Electric Power | 股票-公用事业 | 2.97% | +0.08% | -6.76% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.32% | -4.37% | |
| 8 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.73% | +0.64% | -6.49% | |
| 9 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.67% | +2.67% | NEW | |
| 10 | EPD | Enterprise Products Partners | 股票-能源 | 2.57% | -0.17% | -8.90% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | +0.05% | -4.24% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.55% | +0.33% | -5.12% | |
| 13 | AXP | American Express Co | 股票-金融 | 2.54% | +0.31% | -3.97% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.48% | +0.23% | -2.58% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.47% | +0.43% | +0.07% | |
| 16 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.45% | +2.45% | NEW | |
| 17 | ACN | Accenture plc | 股票-科技 | 2.12% | +2.12% | NEW | |
| 18 | WY | Weyerhaeuser Co | 股票-房地产 | 2.10% | +0.01% | -3.35% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.07% | -0.18% | -6.59% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.04% | — | -3.52% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 2.02% | -0.37% | -5.07% | |
| 22 | MO | Altria Group Inc | 股票-非周期性消费 | 1.96% | +0.01% | -12.58% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.92% | -0.03% | -5.28% | |
| 24 | ✓ | 股票-其他 | 1.78% | +1.78% | NEW | ||
| 25 | C | Citigroup Inc | 股票-金融 | 1.77% | +0.31% | -6.64% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.76% | -0.27% | -2.71% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 1.55% | -0.22% | -8.27% | |
| 28 | PRU | Prudential Financial Inc | 股票-金融 | 1.54% | +0.07% | -10.22% | |
| 29 | CG | Carlyle Group Inc/the | 股票-金融 | 1.53% | -0.27% | -7.82% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 1.48% | +0.15% | -50.25% | |
| 31 | EOG | Eog Resources Inc | 股票-能源 | 1.31% | -0.99% | -40.05% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 1.24% | -0.72% | -0.79% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | +0.12% | -2.06% | |
| 34 | AFL | Aflac Inc | 股票-金融 | 1.09% | +0.03% | -9.10% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.08% | -0.18% | -7.13% | |
| 36 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 1.05% | -0.04% | -6.61% | |
| 37 | ✓ | 股票-其他 | 0.96% | +0.96% | NEW | ||
| 38 | ✓ | 股票-其他 | 0.94% | +0.94% | NEW | ||
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | +0.12% | -3.86% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.15% | -13.12% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.17% | +2.36% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.78% | +0.11% | -4.21% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.78% | -0.05% | -3.20% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.70% | -0.43% | -17.30% | |
| 45 | EFX | Equifax Inc | 股票-工业 | 0.69% | -0.06% | -1.04% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | +0.09% | +287.55% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.63% | +0.14% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.10% | -3.21% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.02% | -15.72% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | +0.03% | -2.68% |
1–50 of 152
投资组合表现
Q3 2026表现
+3.1%
近4个季度表现
+19.1%
- 标准差
- +10.3%
- 贝塔系数
- +0.71
- 阿尔法
- +3.3%
- 最大回撤
- -7%
- 年化表现
- +18.3%
- 对标普胜率
- +50%
- 索提诺比率
- +3.64
- 斯图泽指数
- +0.49
- 特雷诺比率
- +0.25
- 斯特林比率
- +1.27
- 卡玛比率
- +2.61
- 信息比率
- -0.42
- 跟踪误差
- +6.1%
- 下行标准差
- +4.8%
- 正收益月份占比
- +72.2%
- 负收益月份占比
- +27.8%
- 最佳12个月
- +31.2%
- 最差12个月
- +9.7%
- 效率比率
- +0.66
- 夏普比率
- +1.69
- 行业分散度
- +6.5%
- 偏度
- -0.12
- 峰度
- -0.75
- 上行潜力
- +5.29
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026 Q2 | 152 | US$6.6亿 | 37 | ||
| 2026 Q1 | 159 | US$7.0亿 | 18 | ||
| 2025 Q4 | 162 | US$6.6亿 | 18 | ||
| 2025 Q3 | 157 | US$6.4亿 | 35 | ||
| 2025 Q2 | 153 | US$6.1亿 | 0 | ||
| 2025 Q1 | 154 | US$6.1亿 | 0 | ||
| 2024 Q4 | 149 | US$5.9亿 | 0 | ||
| 2024 Q3 | 155 | US$5.9亿 | 0 | ||
| 2024 Q2 | 151 | US$5.6亿 | 0 | ||
| 2024 Q1 | 160 | US$5.2亿 | 0 | ||
| 2023 Q4 | 154 | US$5.3亿 | 0 | ||
| 2023 Q3 | 149 | US$4.7亿 | 0 | ||
| 2023 Q2 | 143 | US$4.5亿 | — | ||
| 2023 Q1 | 131 | US$4.2亿 | — | ||
| 2022 Q4 | 134 | US$4.2亿 | — | ||
| 2022 Q3 | 133 | US$3.7亿 | — | ||
| 2022 Q2 | 137 | US$3.9亿 | — | ||
| 2022 Q1 | 151 | US$4.5亿 | — |
Allen Mooney & Barnes Investment Advisors LLC 在 2026-06-30 最显著的持仓异动： 清仓: Exxon Mobil CORP (XOM); 清仓: Dow Inc (DOW); 新建仓: Ishares Semiconductor ETF (SOXX); 新建仓: Becton Dickinson And Co (BDX); 新建仓: Accenture plc (ACN).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +2.7% | NEW | 新建仓 |
| 2 | BDX | Becton Dickinson And Co | +2.5% | NEW | 新建仓 |
| 3 | ACN | Accenture plc | +2.1% | NEW | 新建仓 |
| 4 | ✓ | +1.8% | NEW | 新建仓 | |
| 5 | UNH | Unitedhealth Group Inc | +1.1% | -5.30% | 减仓 |
| 6 | ✓ | +1% | NEW | 新建仓 | |
| 7 | ✓ | +0.9% | NEW | 新建仓 | |
| 8 | CMI | Cummins Inc | +0.8% | -5.08% | 减仓 |
| 9 | ELV | Elevance Health Inc | +0.6% | -6.49% | 减仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +0.07% | 加仓 |
| 11 | ABBV | Abbvie Inc | +0.4% | -6.89% | 减仓 |
| 12 | AAPL | Apple Inc | +0.4% | -10.59% | 减仓 |
| 13 | AMZN | Amazon.com Inc | +0.3% | -5.12% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -4.37% | 减仓 |
| 15 | C | Citigroup Inc | +0.3% | -6.64% | 减仓 |
| 16 | AXP | American Express Co | +0.3% | -3.97% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.2% | -2.58% | 减仓 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.36% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.2% | -13.12% | 减仓 |
| 20 | AMAT | Applied Materials Inc | +0.2% | -50.25% | 减仓 |
| 21 | EEM | Ishares Msci Emerging Market | +0.1% | — | 不变 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -3.86% | 减仓 |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | -2.06% | 减仓 |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | -4.21% | 减仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.51% | 加仓 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +287.55% | 加仓 |
| 27 | AEP | American Electric Power | +0.1% | -6.76% | 减仓 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.43% | 加仓 |
| 29 | PRU | Prudential Financial Inc | +0.1% | -10.22% | 减仓 |
| 30 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | NEW | 新建仓 |
| 31 | ✓ | +0.1% | NEW | 新建仓 | |
| 32 | USB | US Bancorp | +0.1% | -4.51% | 减仓 |
| 33 | MSFT | Microsoft CORP | +0.1% | -4.24% | 减仓 |
| 34 | BSX | Boston Scientific CORP | +0.1% | NEW | 新建仓 |
| 35 | FTNT | Fortinet Inc | 0% | -18.41% | 减仓 |
| 36 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 37 | CHAT | Roundhill Gen Ai & Tech ETF | 0% | +27.03% | 加仓 |
| 38 | INTC | Intel CORP | 0% | -45.82% | 减仓 |
| 39 | AFL | Aflac Inc | 0% | -9.10% | 减仓 |
| 40 | TROW | T Rowe Price Group Inc | 0% | NEW | 新建仓 |
| 41 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | 加仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.68% | 减仓 |
| 43 | MS | Morgan Stanley | 0% | +0.09% | 加仓 |
| 44 | MDY | State Street Spdr S&p Midcap | 0% | +0.10% | 加仓 |
| 45 | IWF | Ishares Russell 1000 Growth | 0% | +300.50% | 加仓 |
| 46 | CAH | Cardinal Health Inc | 0% | -5.85% | 减仓 |
| 47 | BAC | Bank Of America CORP | 0% | -4.46% | 减仓 |
| 48 | CLX | Clorox Company | 0% | +25.37% | 加仓 |
| 49 | COF | Capital One Financial CORP | 0% | — | 不变 |
| 50 | AVGO | Broadcom Inc | 0% | -9.90% | 减仓 |
1–50 of 170
* 本报告数据由 AlphaSMO 团队独家整理提供。AlphaSMO是网络上最具权威的13F / Inside Trader数据库，我们致力于提供最精准的内部人交易与大户持仓报告。
申报历史
FAQ
Allen Mooney & Barnes Investment Advisors LLC 是什么机构？属于哪种投资人类型？
Allen Mooney & Barnes Investment Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$6.6亿，分布在 152 个已申报仓位之中。
Allen Mooney & Barnes Investment Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前几大持股为：
1. Apple Inc (AAPL) — US$3453.3万 (5.3%)
2. Alphabet Inc-cl A (GOOGL) — US$2224.4万 (3.4%)
3. Abbvie Inc (ABBV) — US$2063.1万 (3.1%)
4. Unitedhealth Group Inc (UNH) — US$2056.1万 (3.1%)
5. Cummins Inc (CMI) — US$1999.8万 (3.0%)
Allen Mooney & Barnes Investment Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 160 项显著调整：新建仓 11 个仓位、加仓 34 个既有持股、减仓 97 个仓位，并完全清仓 18 个持股。 其中幅度最大的异动：清仓: Exxon Mobil CORP (XOM); 清仓: Dow Inc (DOW); 新建仓: Ishares Semiconductor ETF (SOXX); 新建仓: Becton Dickinson And Co (BDX); 新建仓: Accenture plc (ACN)
Allen Mooney & Barnes Investment Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Allen Mooney & Barnes Investment Advisors LLC 的主要板块分布如下：
• Health Care: 21.2%
• Financials: 19.1%
• Information Technology: 18.5%
• Industrials: 8.2%
• Communication Services: 7.3%
• Consumer Staples: 7.3%
投资风格解析
Allen Mooney & Barnes Investment Advisors LLC重建的 13F 持仓回测显示，过去 36 个月年化回报率为 18.3%，跑赢 S&P 500 3.3 个百分点；贝塔系数为 0.71（波动性低于大盘），季度胜率为 50%。
该机构的持仓风格高度分散、换手适中。
过去 4 个季度，该机构的换手率评分从 0 升至 37，交易变得更为活跃。
过去两个季度，该机构持续加码 MRK（+US$1365.8万，现达 US$1628.5万），同时减持 IBM（-US$1064.9万，仍持有 US$158.8万）。
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开发者访问
以编程方式访问 Allen Mooney & Barnes Investment Advisors LLC 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/allen-mooney-barnes-investment-advisors-llcCLI 命令
npx alphasmo institutions get allen-mooney-barnes-investment-advisors-llc