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HOWE & RUSLING INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HOWE & RUSLING INC
报告期 2026-03-31 · CIK 0000769963
持仓数
477
前50大市值合计
$1.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 85
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC
-$9.7M
110,005
-70%
增持
NEE
NEXTERA ENERGY INC
+$9.0M
118,449
+2981%
减持
BAX
BAXTER INTL INC
-$7.2M
4,440
-95%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CMS
CMS ENERGY CORP
+$6.6M
111,259
减持
ED
CONSOLIDATED EDISON INC
-$5.5M
2,194
-97%
增持
—
MEDTRONIC PLC
+$4.9M
39,136
+19970%
减持
BDX
BECTON DICKINSON & CO
-$4.7M
1,813
-92%
建仓
CI
CIGNA CORP NEW
+$4.6M
22,992
减持
SCHW
SCHWAB CHARLES CORP
-$3.7M
102,289
-33%
减持
T
AT&T INC
-$3.2M
11,566
-91%
减持
PINS
PINTEREST INC
-$2.9M
51,471
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
142,067
+55%
增持
BAC
BK OF AMERICA CORP
+$2.3M
519,008
+9%
增持
—
SEAGEN INC
+$2.3M
13,780
+40429%
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
171,537
+4%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.0M
26,217
建仓
GE
GENERAL ELECTRIC CO
+$1.9M
18,088
增持
USB
US BANCORP DEL
+$1.7M
227,885
+10%
增持
COR
AMERISOURCEBERGEN CORP
+$1.6M
13,836
+14018%
建仓
MCK
MCKESSON CORP
+$1.6M
8,167
增持
GOOG
ALPHABET INC
+$1.6M
5,896
+5%
增持
MSFT
MICROSOFT CORP
+$1.6M
110,093
+1%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$1.5M
16,862
+27543%
减持
STZ
CONSTELLATION BRANDS INC
-$1.5M
58,457
-1%
减持
NEM
NEWMONT CORP
-$1.5M
124,929
-4%
减持
DEM
WISDOMTREE TR
-$1.5M
112,604
-20%
建仓
CAH
CARDINAL HEALTH INC
+$1.4M
28,818
减持
AAPL
APPLE INC
-$1.3M
187,096
-8%
增持
DTE
DTE ENERGY CO
-$1.2M
70,361
+0%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.1M
40,792
+649%
增持
TRNS
TRANSCAT INC
+$1.1M
34,651
+68%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
302,855
-4%
增持
CAT
CATERPILLAR INC
-$998.0K
48,408
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
-$980.0K
19,141
+14%
增持
QCOM
QUALCOMM INC
-$957.0K
87,812
+2%
增持
IVV
ISHARES TR
+$893.0K
39,400
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$878.0K
104,955
-1%
增持
—
EXXON MOBIL CORP
-$855.0K
232,594
+1%
增持
MS
MORGAN STANLEY
+$833.0K
115,422
+2%
增持
NDAQ
NASDAQ INC
+$792.0K
34,953
+3%
增持
USHY
ISHARES TR
+$790.0K
106,931
+22%
减持
JRSH
JERASH HLDGS US INC
-$781.0K
300
-100%
减持
PM
PHILIP MORRIS INTL INC
-$744.0K
129,469
-1%
增持
MA
MASTERCARD INCORPORATED
+$737.0K
28,602
+13%
增持
AMZN
AMAZON COM INC
-$674.0K
6,393
+1%
清仓
—
GENERAL ELECTRIC CO
-$673.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$665.0K
8,423
+7%
增持
IQLT
ISHARES TR
+$593.0K
79,282
+27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$581.0K
98,349
+23%
减持
DOL
WISDOMTREE TR
-$558.0K
7,416
-60%
增持
VFC
V F CORP
-$546.0K
38,398
+1%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$522.0K
21,510
+3369%
减持
UNH
UNITEDHEALTH GROUP INC
-$512.0K
27,758
-2%
增持
IUSV
ISHARES TR
+$498.0K
123,477
+8%
增持
UNP
UNION PAC CORP
+$495.0K
23,118
+26%
减持
ALL
ALLSTATE CORP
-$483.0K
11,538
-23%
减持
LMT
LOCKHEED MARTIN CORP
-$457.0K
13,109
-0%
减持
GPC
GENUINE PARTS CO
-$405.0K
68,215
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$403.0K
10,976
+31%
增持
SPY
SPDR S&P 500 ETF TR
+$392.0K
16,616
+6%
减持
MRK
MERCK & CO INC
-$390.0K
2,323
-68%
减持
KO
COCA COLA CO
-$382.0K
135,940
-2%
减持
CTVA
CORTEVA INC
-$362.0K
45,419
-11%
减持
TSN
TYSON FOODS INC
+$353.0K
85,242
-1%
减持
MMM
3M CO
-$347.0K
13,313
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$339.0K
12,235
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$321.0K
48,972
+8%
增持
V
VISA INC
-$315.0K
49,627
+2%
增持
WFC
WELLS FARGO CO NEW
+$292.0K
10,179
+156%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$279.0K
1,288
-81%
增持
BNL
BROADSTONE NET LEASE INC
+$275.0K
174,439
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$274.0K
45,943
+16%
增持
JNJ
JOHNSON & JOHNSON
-$274.0K
131,003
+1%
清仓
XPO
XPO LOGISTICS INC
-$266.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$263.0K
64,472
+3%
增持
TXN
TEXAS INSTRS INC
+$261.0K
60,776
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$252.0K
112,593
+3%
增持
CVX
CHEVRON CORP NEW
-$249.0K
85,329
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$230.0K
90,515
+4%
增持
HAS
HASBRO INC
-$224.0K
45,138
+0%
增持
PAYX
PAYCHEX INC
+$222.0K
12,026
+14%
减持
SCHA
SCHWAB STRATEGIC TR
-$221.0K
309
-87%
建仓
—
UNIVAR SOLUTIONS INC
+$219.0K
9,174
增持
MO
ALTRIA GROUP INC
-$217.0K
107,313
+0%
增持
PEP
PEPSICO INC
+$214.0K
92,271
+0%
增持
GD
GENERAL DYNAMICS CORP
+$206.0K
24,245
+0%
增持
META
FACEBOOK INC
-$181.0K
30,616
+1%
增持
SYK
STRYKER CORPORATION
+$179.0K
29,645
+1%
增持
—
VIACOMCBS INC
+$166.0K
9,688
+102%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$163.0K
14,563
+3%
减持
FNDX
SCHWAB STRATEGIC TR
-$158.0K
5,235
-35%
增持
IJR
ISHARES TR
-$155.0K
52,713
+1%
增持
EQNR
EQUINOR ASA
+$155.0K
6,460
+1304%
清仓
FTDR
FRONTDOOR INC
-$154.0K
0
-100%
减持
IEFA
ISHARES TR
-$151.0K
36,305
-5%
减持
MU
MICRON TECHNOLOGY INC
-$143.0K
2,621
-32%
减持
AMGN
AMGEN INC
-$142.0K
3,827
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$138.0K
3,683
-27%
增持
GVI
ISHARES TR
+$135.0K
191,866
+1%
减持
—
ROYAL DUTCH SHELL PLC
-$128.0K
17
-99%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$123.0K
13,563
+0%
建仓
DTM
DT MIDSTREAM INC
+$123.0K
2,663
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$113.0K
6,660
+47%
减持
FNDA
SCHWAB STRATEGIC TR
-$111.0K
2,878
-41%
减持
AVGO
BROADCOM INC
+$107.0K
17,977
-0%
增持
IWM
ISHARES TR
+$107.0K
6,565
+13%
增持
AMAT
APPLIED MATLS INC
-$107.0K
8,385
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$105.0K
2,742
-19%
增持
QUAL
ISHARES TR
+$105.0K
813
+5707%
清仓
GXC
SPDR INDEX SHS FDS
-$100.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.0K
33,001
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$98.0K
14,078
-10%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$97.0K
148,381
+0%
减持
—
SANDERSON FARMS INC
-$95.0K
1,662
-23%
增持
SCHD
SCHWAB STRATEGIC TR
+$94.0K
2,385
+117%
增持
PBW
INVESCO EXCHANGE TRADED FD T
+$93.0K
3,754
+78%
增持
AMT
AMERICAN TOWER CORP NEW
+$87.0K
12,357
+5%
增持
VO
VANGUARD INDEX FDS
+$84.0K
29,951
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$82.0K
50,908
+5%
建仓
WMB
WILLIAMS COS INC
+$80.0K
3,099
建仓
VXUS
VANGUARD STAR FDS
+$79.0K
1,242
清仓
—
IEC ELECTRS CORP NEW
-$79.0K
0
-100%
减持
BCO
BRINKS CO
-$79.0K
5,438
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$76.0K
65,103
+2%
建仓
RC
READY CAPITAL CORP
+$76.0K
5,282
减持
PII
POLARIS INC
-$75.0K
2,464
-9%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$71.0K
900
增持
ORCL
ORACLE CORP
+$67.0K
4,593
+7%
增持
FISV
FISERV INC
+$67.0K
17,243
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$64.0K
2,843
+56%
增持
NVDA
NVIDIA CORPORATION
+$59.0K
2,528
+335%
增持
IEMG
ISHARES INC
-$57.0K
16,069
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$53.0K
833
+150%
增持
VTI
VANGUARD INDEX FDS
-$51.0K
88,248
+0%
增持
ISMD
NORTHERN LTS FD TR IV
+$51.0K
3,571
+72%
建仓
—
INVESCO LTD
+$50.0K
2,056
增持
VNQ
VANGUARD INDEX FDS
+$47.0K
4,145
+12%
增持
VYMI
VANGUARD WHITEHALL FDS
+$47.0K
40,927
+5%
增持
BLES
NORTHERN LTS FD TR IV
+$47.0K
6,475
+26%
增持
EPAC
ENERPAC TOOL GROUP CORP
-$46.0K
8,036
+0%
增持
THO
THOR INDS INC
+$45.0K
3,500
+3%
减持
GOOGL
ALPHABET INC
+$44.0K
204
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$43.0K
2,819
-28%
建仓
ICLN
ISHARES TR
+$43.0K
1,975
减持
HDV
ISHARES TR
-$43.0K
12,539
-1%
增持
NFLX
NETFLIX INC
+$42.0K
489
+1%
建仓
EWS
ISHARES INC
+$42.0K
1,850
增持
ALB
ALBEMARLE CORP
+$39.0K
738
+1%
增持
MBUU
MALIBU BOATS INC
+$38.0K
3,315
+25%
减持
UAMY
UNITED STATES ANTIMONY CORP
-$38.0K
400,000
-1%
