Allen Wealth Management, LLC
- SEC CIK
- 0002012003
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 52
- 2023 年第 3 季沒有申報
- 總值
- $1.02 億
- 2023 年第 3 季沒有申報
Allen Wealth Management, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 132,086 | $1,975 萬 | 19.3% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 302,571 | $1,287 萬 | 12.6% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 81,818 | $959.6 萬 | 9.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 58,328 | $583.2 萬 | 5.7% | – | – | 歷史 |
| DOWDow Inc. | Stock | 68,500 | $375.7 萬 | 3.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 24,316 | $362.7 萬 | 3.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,113 | $277.1 萬 | 2.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 53,383 | $269.7 萬 | 2.6% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 49,820 | $241.5 萬 | 2.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,782 | $237.5 萬 | 2.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 77,249 | $222.4 萬 | 2.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 11,194 | $215.5 萬 | 2.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,867 | $183.0 萬 | 1.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,558 | $164.3 萬 | 1.6% | – | – | 歷史 |
| RIORio Tinto PLC | ADR | 21,396 | $159.3 萬 | 1.6% | – | – | 歷史 |
| NVSNovartis AG | ADR | 15,521 | $156.7 萬 | 1.5% | – | – | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 49,734 | $153.7 萬 | 1.5% | – | – | 歷史 |
| PSAPublic Storage | COM | 4,892 | $149.2 萬 | 1.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,037 | $146.0 萬 | 1.4% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 14,538 | $142.6 萬 | 1.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 26,301 | $135.3 萬 | 1.3% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 25,539 | $132.9 萬 | 1.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 12,948 | $124.3 萬 | 1.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 11,621 | $112.8 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,197 | $109.3 萬 | 1.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 18,074 | $106.5 萬 | 1.0% | – | – | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 32,246 | $102.2 萬 | 1.0% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 35,296 | $93.0 萬 | 0.9% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 11,337 | $89.5 萬 | 0.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 17,323 | $87.1 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,869 | $82.6 萬 | 0.8% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 3,245 | $82.1 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,775 | $70.0 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,474 | $54.5 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,892 | $49.2 萬 | 0.5% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 988 | $46.3 萬 | 0.5% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,839 | $41.3 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 5,967 | $39.5 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,872 | $37.2 萬 | 0.4% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 3,530 | $36.5 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,264 | $34.4 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,922 | $30.3 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,609 | $28.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 947 | $28.1 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,156 | $26.9 萬 | 0.3% | – | – | 歷史 |
| IPInternational Paper Co | COM | 7,350 | $26.6 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,673 | $25.8 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 740 | $25.7 萬 | 0.3% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 975 | $25.3 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,362 | $23.1 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 1,632 | $22.8 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 901 | $20.1 萬 | 0.2% | – | – | 歷史 |