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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 3
增持 54
减持 54
清仓 39
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$9.9M
133,157
+181%
减持
AMZN
AMAZON COM INC
-$6.4M
106,182
-21%
增持
JPM
JPMORGAN CHASE & CO
+$6.0M
173,869
+5%
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。
增持
—
EXXON MOBIL CORP
+$5.9M
241,422
+1%
清仓
—
MEDTRONIC PLC
-$5.6M
0
-100%
增持
BALL
BALL CORP
+$5.5M
108,341
+246130%
减持
CME
CME GROUP INC
-$4.1M
24,817
-47%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
26,979
+51%
增持
CAT
CATERPILLAR INC
+$3.9M
50,580
+1%
增持
CVX
CHEVRON CORP NEW
+$3.4M
89,611
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
167,181
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.3M
172,034
+0%
增持
PM
PHILIP MORRIS INTL INC
+$3.1M
145,711
+3%
减持
GVI
ISHARES TR
-$3.0M
218,877
-12%
清仓
TRNS
TRANSCAT INC
-$3.0M
0
-100%
增持
AGG
ISHARES TR
+$2.8M
34,317
+590%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.6M
86,585
+70%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.5M
82,795
+24%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
106,169
-16%
减持
QCOM
QUALCOMM INC
-$2.2M
58,490
-23%
增持
PEP
PEPSICO INC
+$2.2M
96,394
+3%
增持
—
ASTRAZENECA PLC
+$2.2M
147,082
+3%
减持
GOOG
ALPHABET INC
-$2.1M
109,014
-11%
增持
COR
AMERISOURCEBERGEN CORP
+$2.1M
30,322
+39%
减持
AVGO
BROADCOM INC
+$2.1M
18,231
-1%
增持
DTE
DTE ENERGY CO
+$2.0M
86,508
+21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
51,616
-51%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.9M
4,026
-86%
减持
META
META PLATFORMS INC
-$1.9M
27,935
-28%
增持
WPC
WP CAREY INC
+$1.9M
23,783
+52751%
增持
GPC
GENUINE PARTS CO
+$1.8M
70,572
+0%
增持
IUSV
ISHARES TR
+$1.7M
174,330
+3%
增持
SYK
STRYKER CORPORATION
+$1.7M
34,697
+3%
增持
MS
MORGAN STANLEY
+$1.6M
76,343
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
46,859
+340%
增持
PINS
PINTEREST INC
+$1.5M
71,155
+738%
减持
MSFT
MICROSOFT CORP
-$1.5M
95,717
-9%
增持
LOW
LOWES COS INC
+$1.5M
41,967
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
33,567
+4%
增持
GD
GENERAL DYNAMICS CORP
+$1.5M
39,784
+1%
增持
EOG
EOG RES INC
+$1.4M
68,772
+3%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
21,307
+0%
清仓
GPN
GLOBAL PMTS INC
-$1.4M
0
-100%
清仓
ECL
ECOLAB INC
-$1.3M
0
-100%
增持
CI
CIGNA CORP NEW
+$1.3M
24,384
+0%
增持
CCK
CROWN HLDGS INC
+$1.3M
16,329
+148345%
增持
FISV
FISERV INC
+$1.3M
29,620
+67%
增持
OKE
ONEOK INC NEW
+$1.3M
73,609
+7%
增持
KO
COCA COLA CO
+$1.2M
160,122
+0%
增持
EA
ELECTRONIC ARTS INC
+$1.2M
41,960
+25%
清仓
PBHC
PATHFINDER BANCORP INC MD
-$1.2M
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
83,263
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
102,297
+0%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
56,110
-47%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1M
256,907
-7%
增持
MCK
MCKESSON CORP
+$1.1M
13,732
+14%
减持
HON
HONEYWELL INTL INC
+$1.1M
23,520
-1%
减持
IVV
ISHARES TR
+$1.0M
41,136
-0%
减持
V
VISA INC
+$966.6K
36,844
-2%
清仓
MTB
M & T BK CORP
-$921.0K
0
-100%
增持
AAPL
APPLE INC
-$891.2K
174,638
+2%
减持
COST
COSTCO WHSL CORP NEW
-$848.0K
8,771
-15%
减持
VOO
VANGUARD INDEX FDS
-$841.9K
820
-76%
减持
MMM
3M CO
-$786.9K
5,513
-58%
减持
—
SEAGEN INC
-$758.6K
18,671
-19%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$735.2K
24,914
+63%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$706.1K
152,359
-7%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$689.5K
36,279
+0%
减持
TXN
TEXAS INSTRS INC
-$666.0K
53,111
-13%
增持
NDAQ
NASDAQ INC
+$665.5K
109,968
+3%
减持
MO
ALTRIA GROUP INC
+$616.8K
116,316
-0%
减持
BAC
BANK AMERICA CORP
+$591.9K
376,264
-4%
减持
USHY
ISHARES TR
-$547.4K
227,646
-9%
增持
HUM
HUMANA INC
+$511.3K
1,051
+1777%
减持
NEE
NEXTERA ENERGY INC
+$483.6K
145,031
-2%
减持
USB
US BANCORP DEL
-$465.4K
98,065
-17%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$421.5K
16,856
-20%
减持
TSN
TYSON FOODS INC
-$394.2K
5,973
-49%
减持
MRK
MERCK & CO INC
+$377.4K
15,659
-1%
增持
PBJ
INVESCO EXCHANGE TRADED FD T
+$375.6K
35,743
+20%
减持
PFE
PFIZER INC
+$371.0K
73,594
-5%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$361.5K
7,200
减持
BKNG
BOOKING HOLDINGS INC
+$359.7K
1,094
-3%
增持
STZ
CONSTELLATION BRANDS INC
+$340.9K
61,014
+2%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$338.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$335.8K
29,394
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$308.8K
159,652
-11%
清仓
BA
BOEING CO
-$305.0K
0
-100%
清仓
TSLA
TESLA INC
-$301.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$275.6K
16,699
+28%
减持
PAYX
PAYCHEX INC
-$262.1K
9,241
-22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$257.4K
2,964
-48%
减持
IQLT
ISHARES TR
+$252.9K
67,642
-3%
增持
ARLP
ALLIANCE RESOURCE PARTNERS L
+$238.8K
12,000
+5900%
减持
AMAT
APPLIED MATLS INC
+$237.9K
16,347
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$221.3K
13,701
-6%
减持
IJR
ISHARES TR
+$220.2K
53,912
-4%
减持
EXPE
EXPEDIA GROUP INC
-$220.0K
10,537
-14%
增持
—
DUPONT DE NEMOURS INC
+$216.6K
11,694
+1%
清仓
TMP
TOMPKINS FINL CORP
-$212.0K
0
-100%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$203.4K
2,965
增持
MCD
MCDONALDS CORP
+$194.8K
5,915
+0%
清仓
—
ACCENTURE PLC IRELAND
-$194.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$191.6K
43,845
-19%
减持
GLD
SPDR GOLD TR
-$191.5K
4,766
-26%
清仓
BLES
NORTHERN LTS FD TR IV
-$191.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$190.1K
2,646
减持
MGK
VANGUARD WORLD FD
-$183.8K
100
-91%
清仓
DVN
DEVON ENERGY CORP NEW
-$183.0K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$181.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$179.7K
4,924
+93%
清仓
MBUU
MALIBU BOATS INC
-$177.0K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$176.0K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$174.2K
12,040
-25%
清仓
SHW
SHERWIN WILLIAMS CO
-$172.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$171.0K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$170.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$167.4K
2,129
-50%
清仓
PNC
PNC FINL SVCS GROUP INC
-$167.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$163.0K
0
-100%
减持
SDY
SPDR SER TR
-$159.1K
1,078
-59%
清仓
FDX
FEDEX CORP
-$157.0K
0
-100%
清仓
MCO
MOODYS CORP
-$156.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$152.9K
1,338
+4%
清仓
DIS
DISNEY WALT CO
-$150.0K
0
-100%
减持
SHM
SPDR SER TR
-$144.1K
13,664
-20%
增持
UPS
UNITED PARCEL SERVICE INC
+$143.8K
2,018
+57%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$143.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$142.0K
0
-100%
清仓
INTU
INTUIT
-$139.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$138.3K
2,426
+8564%
清仓
SPIB
SPDR SER TR
-$135.0K
0
-100%
清仓
NVS
NOVARTIS AG
-$132.0K
0
-100%
减持
CMS
CMS ENERGY CORP
-$131.5K
104,287
-10%
清仓
GLW
CORNING INC
-$131.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$130.4K
214
-74%
清仓
CLH
CLEAN HARBORS INC
-$130.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$129.0K
4,631
+10%
清仓
TGNA
TEGNA INC
-$126.0K
0
-100%
减持
BNL
BROADSTONE NET LEASE INC
-$122.0K
144,909
-9%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$122.0K
0
-100%
清仓
—
ISHARES TR
-$122.0K
0
-100%
减持
TJX
TJX COS INC NEW
+$121.7K
7,345
-1%
减持
VYMI
VANGUARD WHITEHALL FDS
+$121.6K
32,106
-7%
清仓
ALV
AUTOLIV INC
-$121.0K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$121.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$121.0K
0
-100%
清仓
WMT
WALMART INC
-$117.0K
0
-100%
减持
FNDC
SCHWAB STRATEGIC TR
-$116.5K
367
-92%
清仓
TM
TOYOTA MOTOR CORP
-$113.0K
0
-100%
