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Allen Investment Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$80.9亿

申报季度: 2026-03-31 · 持股只数: 221

Allen Investment Management, LLC在最新一期 13F 报告中披露了 221 项持股，申报期为 2026-03-31，总持股市值约为 US$80.9亿，季度换手率为 22.4%。

机构性格雪花图

集中度
11.93
持仓稳定性
22.41
动能／逆势
100
行业集中度
64.16
多样化
100
仓位均衡度
76.3

近期动向

  • 减仓 MSFT

    -6.8%　-US$1.7亿

  • 加仓 GEV

    -2.8%　US$7796.1万

  • 减仓 APO

    -8.3%　-US$1.0亿

  • 加仓 XLE

    +11.0%　US$4961.8万

  • 加仓 GOOG

    +17.3%　US$2282.4万

  • 加仓 AMLP

    +6.8%　US$3447.5万

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
1AMZNAmazon.com INC股票-周期性消费6.60%-0.44%-6.93%
2SCHWSchwab (charles) CORP股票-金融6.19%+0.01%-4.58%
3MSFTMicrosoft CORP股票-科技5.20%-1.33%-6.81%
4METAMeta Platforms Inc-class A股票-通信服务4.98%-0.43%-4.79%
5GOOGAlphabet Inc-cl C股票-通信服务4.21%+0.69%+17.25%
6GEVGE Vernova INC股票-工业4.19%+1.30%-2.77%
7VVisa Inc-class A Shares股票-金融4.04%-0.35%-4.33%
8MCOMoody's CORP股票-金融3.79%-0.28%-2.52%
9UNHUnitedhealth Group INC股票-医疗保健3.68%-0.53%-4.56%
10SPGIS&p Global INC股票-金融3.53%-0.55%-4.84%
11APOApollo Global Management INC股票-金融3.05%-0.83%-8.29%
12BABoeing Co/the股票-工业2.94%+0.61%+23.21%
13GLDSpdr Gold SharesETF-避险与商品2.65%+0.54%+3.89%
14AMLPAlerian Mlp ETFETF-其他2.61%+0.66%+6.78%
15VTIVanguard Total Stock Mkt ETFETF-其他2.36%+0.14%-0.58%
16QQQInvesco Qqq Trust Series 1ETF-科技型2.25%—+6.54%
17VOOVanguard S&p 500 ETFETF-大型股与成长1.90%+0.10%-0.34%
18XLESs Energy Select SectorETF-其他1.79%+0.73%+11.00%
19SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.49%—+0.83%
20NVDANvidia CORP股票-科技1.49%-0.13%-12.15%
21TSMTaiwan Semiconductor-sp Adr股票-科技1.41%+0.51%+25.73%
22VEAVanguard Ftse Developed ETFETF-其他1.41%+0.48%+32.58%
23AVGOBroadcom INC股票-科技1.15%-0.23%-16.45%
24VXUSVanguard Total Intl StockETF-其他1.15%+0.43%+39.19%
25ASMLASML Holding N.V.股票-科技1.03%—-17.64%
26AAPLApple INC股票-科技0.99%—-0.09%
27MELIMercadolibre INC股票-周期性消费0.95%-0.03%+1.41%
28NETCloudflare INC - Class A股票-科技0.88%-0.13%-26.05%
29CRWDCrowdstrike Holdings INC - A股票-科技0.84%-0.26%-17.78%
30SHOPShopify INC - Class A股票-科技0.82%-0.40%-18.32%
31NOWServicenow INC股票-科技0.81%-0.53%-20.51%
32NUNu Holdings Ltd.股票-金融0.75%-0.01%+2.65%
33WWayfair Inc- Class A股票-周期性消费0.70%-0.13%—
34ARCCAres Capital CORP股票-金融0.58%-0.11%-15.81%
35JPMJpmorgan Chase & Co股票-金融0.57%—-1.01%
36RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.55%+0.25%+63.34%
37GBDCGolub Capital Bdc INC股票-金融0.53%-0.08%-17.30%
38VWOVanguard Ftse Emerging MarkeETF-新兴市场0.52%+0.51%+3502.70%
39IXUSIshares Core Intl Stock ETFETF-其他0.51%+0.15%+22.71%
40AMDAdvanced Micro Devices股票-科技0.48%—+1.92%
41VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.47%—-2.66%
42ITOTIshares Core S&p Total U.s.ETF-其他0.43%-0.38%-49.78%
43IBITIshares Bitcoin Trust ETFETF-加密货币0.42%-0.07%-0.41%
44VTEBVanguard Tax-exempt Bond ETFETF-其他0.42%——
45BXBlackstone INC股票-金融0.41%-0.13%-9.45%
46VCITVanguard Int-term CorporateETF-投资级公司债0.40%—-8.28%
47CPNGCoupang INC股票-周期性消费0.38%-0.11%-12.99%
48IEFAIshares Core Msci Eafe ETFETF-其他0.38%—+0.07%
49KKRKkr & Co INC股票-金融0.37%—+31.00%
50UBERUber Technologies INC股票-工业0.37%-0.45%-53.77%
1–50 of 221

本季持股变动

Allen Investment Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Micron Technology INC (MU); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 新建仓: Select Stoxx Eur Aer De ETF (EUAD); 减仓: Microsoft CORP (MSFT) — 股数 -6.81%; 减仓: GE Vernova INC (GEV) — 股数 -2.77%.

Allen Investment Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GEVGE Vernova INC+1.3%-2.77%减仓
2XLESs Energy Select Sector+0.7%+11.00%加仓
3GOOGAlphabet Inc-cl C+0.7%+17.25%加仓
4AMLPAlerian Mlp ETF+0.7%+6.78%加仓
5BABoeing Co/the+0.6%+23.21%加仓
6GLDSpdr Gold Shares+0.5%+3.89%加仓
7VWOVanguard Ftse Emerging Marke+0.5%+3502.70%加仓
8TSMTaiwan Semiconductor-sp Adr+0.5%+25.73%加仓
9VEAVanguard Ftse Developed ETF+0.5%+32.58%加仓
10VXUSVanguard Total Intl Stock+0.4%+39.19%加仓
11RSPInvesco S&p 500 Equal Weight+0.3%+63.34%加仓
12IXUSIshares Core Intl Stock ETF+0.2%+22.71%加仓
13VTIVanguard Total Stock Mkt ETF+0.1%-0.58%减仓
14VYMVanguard High Dvd Yield ETF+0.1%+61.31%加仓
15VOOVanguard S&p 500 ETF+0.1%-0.34%减仓
16EWJIshares Msci Japan ETF+0.1%+50.84%加仓
17SCHWSchwab (charles) CORP0%-4.58%减仓
18NUNu Holdings Ltd.0%+2.65%加仓
19MELIMercadolibre INC0%+1.41%加仓
20TSLXSixth Street Specialty Lendi-0.1%-10.53%减仓
21SESea Ltd-adr-0.1%+2.88%加仓
22IBITIshares Bitcoin Trust ETF-0.1%-0.41%减仓
23GBDCGolub Capital Bdc INC-0.1%-17.30%减仓
24BRK-BBerkshire Hathaway Inc-cl B-0.1%-25.22%减仓
25ARCCAres Capital CORP-0.1%-15.81%减仓
26CPNGCoupang INC-0.1%-12.99%减仓
27NVDANvidia CORP-0.1%-12.15%减仓
28NETCloudflare INC - Class A-0.1%-26.05%减仓
29WWayfair Inc- Class A-0.1%—不变
30BXBlackstone INC-0.1%-9.45%减仓
31NFLXNetflix INC-0.2%-97.72%减仓
32AVGOBroadcom INC-0.2%-16.45%减仓
33SPOTSpotify Technology S.A.-0.2%-98.00%减仓
34CRWDCrowdstrike Holdings INC - A-0.3%-17.78%减仓
35MCOMoody's CORP-0.3%-2.52%减仓
36VVisa Inc-class A Shares-0.4%-4.33%减仓
37ITOTIshares Core S&p Total U.s.-0.4%-49.78%减仓
38SHOPShopify INC - Class A-0.4%-18.32%减仓
39METAMeta Platforms Inc-class A-0.4%-4.79%减仓
40AMZNAmazon.com INC-0.4%-6.93%减仓
41UBERUber Technologies INC-0.5%-53.77%减仓
42SNOWSnowflake INC-0.5%-96.67%减仓
43UNHUnitedhealth Group INC-0.5%-4.56%减仓
44NOWServicenow INC-0.5%-20.51%减仓
45SPGIS&p Global INC-0.6%-4.84%减仓
46APOApollo Global Management INC-0.8%-8.29%减仓
47MSFTMicrosoft CORP-1.3%-6.81%减仓
48MUMicron Technology INC—NEW新建仓
49XLUSt Sr Utl Sl Se Spdr Etf-usd—NEW新建仓
50EUADSelect Stoxx Eur Aer De ETF—NEW新建仓

FAQ

Allen Investment Management, LLC 是什么机构？属于哪种投资人类型？
Allen Investment Management, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$80.9亿，分布在 221 个已申报仓位之中。
Allen Investment Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Allen Investment Management, LLC 按市值排列的前几大持股为： 1. Amazon.com INC (AMZN) — US$5.3亿 (6.6%) 2. Schwab (charles) CORP (SCHW) — US$5.0亿 (6.2%) 3. Microsoft CORP (MSFT) — US$4.2亿 (5.2%) 4. Meta Platforms Inc-class A (META) — US$4.0亿 (5.0%) 5. Alphabet Inc-cl C (GOOG) — US$3.4亿 (4.2%)
Allen Investment Management, 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 Investment Management, LLC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 16 个既有持股、减仓 30 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Micron Technology INC (MU); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 新建仓: Select Stoxx Eur Aer De ETF (EUAD); 减仓: Microsoft CORP (MSFT) — 股数 -6.81%; 减仓: GE Vernova INC (GEV) — 股数 -2.77%
Allen Investment Management, 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 Investment Management, LLC 的主要板块分布如下： • Financials: 34.1% • Information Technology: 22.1% • Communication Services: 13.3% • Consumer Discretionary: 12.4% • Industrials: 11.0% • Health Care: 5.7%