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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 67
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
APH
AMPHENOL CORP NEW
+$7.3M
86,072
增持
VTI
VANGUARD INDEX FDS
+$5.1M
130,300
+13%
建仓
—
ACCENTURE PLC IRELAND
+$5.1M
16,424
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。
减持
OKE
ONEOK INC NEW
-$4.2M
8,412
-89%
减持
AVGO
BROADCOM INC
+$3.9M
18,146
-2%
减持
MSFT
MICROSOFT CORP
+$3.2M
66,135
-1%
减持
AAPL
APPLE INC
+$3.1M
156,290
-5%
建仓
—
GENPACT LIMITED
+$3.0M
80,036
减持
JPM
JPMORGAN CHASE & CO
+$2.9M
192,872
-0%
增持
IVV
ISHARES TR
+$2.8M
46,410
+7%
减持
AMZN
AMAZON COM INC
+$2.6M
100,653
-1%
建仓
KLAC
KLA CORP
+$2.6M
5,348
减持
META
META PLATFORMS INC
+$2.0M
27,843
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
29,113
-13%
减持
—
EXXON MOBIL CORP
-$1.9M
227,810
-5%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.8M
1,153
-96%
增持
IUSG
ISHARES TR
+$1.7M
123,544
+6%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
145,886
-12%
增持
LOW
LOWES COS INC
+$1.5M
55,681
+1%
增持
UNP
UNION PAC CORP
+$1.5M
32,326
+27%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.4M
62,944
+26%
增持
—
AMDOCS LTD
+$1.4M
83,415
+16%
减持
GOOG
ALPHABET INC
+$1.3M
82,013
-1%
建仓
—
ASML HOLDING N V
+$1.3M
1,772
减持
STZ
CONSTELLATION BRANDS INC
+$1.3M
65,464
-0%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
1,353
-92%
减持
—
ASTRAZENECA PLC
-$1.2M
128,747
-14%
减持
CME
CME GROUP INC
-$1.1M
35,190
-12%
增持
IUSV
ISHARES TR
+$1.1M
190,208
+2%
增持
COR
AMERISOURCEBERGEN CORP
+$1.0M
31,409
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$999.6K
109,850
+0%
减持
CAT
CATERPILLAR INC
+$868.3K
50,556
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$850.0K
22,237
+1%
增持
GVI
ISHARES TR
+$830.6K
304,110
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$758.7K
309,949
+5%
增持
MGV
VANGUARD WORLD FD
+$724.1K
22,473
+41%
增持
BAX
BAXTER INTL INC
+$681.2K
95,330
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$651.1K
11,474
+0%
增持
PINS
PINTEREST INC
+$619.7K
112,563
+25%
减持
CVX
CHEVRON CORP NEW
-$606.9K
93,412
-0%
减持
QCOM
QUALCOMM INC
-$587.0K
61,695
-1%
减持
USB
US BANCORP DEL
-$578.9K
151,611
-2%
减持
CI
THE CIGNA GROUP
+$570.8K
25,292
-1%
增持
EA
ELECTRONIC ARTS INC
+$541.5K
44,631
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$534.6K
62,158
-15%
增持
ITOT
ISHARES TR
+$521.7K
5,425
+5325%
增持
HON
HONEYWELL INTL INC
+$517.4K
27,315
+1%
增持
BALL
BALL CORP
+$513.0K
125,620
+2%
减持
NEE
NEXTERA ENERGY INC
-$511.6K
148,634
-1%
增持
GD
GENERAL DYNAMICS CORP
-$504.8K
41,461
+0%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$493.5K
0
-100%
增持
ZS
ZSCALER INC
+$477.0K
14,790
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$463.9K
86,287
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$462.4K
44,036
+18%
增持
MA
MASTERCARD INCORPORATED
+$458.2K
14,813
+0%
增持
NEM
NEWMONT CORP
-$451.5K
76,484
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$442.6K
33,555
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$431.2K
4,252
-1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$421.5K
15,996
减持
IWV
ISHARES TR
-$417.6K
654
-74%
增持
AMAT
APPLIED MATLS INC
+$405.5K
16,697
+2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$383.3K
35,613
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$380.0K
170,410
+5%
减持
SCHW
SCHWAB CHARLES CORP
+$379.7K
102,218
-1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$378.2K
18,758
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$366.3K
2,686
-85%
减持
PFE
PFIZER INC
-$365.6K
66,962
-3%
建仓
SHW
SHERWIN WILLIAMS CO
+$360.0K
1,356
减持
KO
COCA COLA CO
-$349.8K
164,093
-1%
增持
IJR
ISHARES TR
+$340.3K
57,683
+3%
减持
COST
COSTCO WHSL CORP NEW
+$329.4K
8,469
-1%
增持
TXN
TEXAS INSTRS INC
-$325.3K
61,189
+0%
减持
FISV
FISERV INC
+$324.3K
29,122
-2%
减持
CTVA
CORTEVA INC
-$320.3K
47,964
-6%
增持
VO
VANGUARD INDEX FDS
+$319.8K
30,784
+1%
清仓
—
UNIVAR SOLUTIONS INC
-$318.2K
0
-100%
增持
IEFA
ISHARES TR
+$302.2K
39,026
+12%
减持
BAC
BANK AMERICA CORP
-$290.9K
456,013
-2%
增持
MDLZ
MONDELEZ INTL INC
+$290.1K
86,980
+0%
增持
CMS
CMS ENERGY CORP
-$289.7K
115,565
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$287.8K
11,641
+5%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$278.3K
0
-100%
建仓
BOOT
BOOT BARN HLDGS INC
+$276.3K
3,262
减持
SYK
STRYKER CORPORATION
-$273.3K
33,317
-9%
建仓
TSLA
TESLA INC
+$268.1K
1,024
减持
NVDA
NVIDIA CORPORATION
+$249.1K
1,793
-2%
建仓
—
GLOBAL X FDS
+$248.4K
13,412
建仓
SO
SOUTHERN CO
+$244.3K
3,478
建仓
LOB
LIVE OAK BANCSHARES INC
+$236.4K
8,985
清仓
SCHR
SCHWAB STRATEGIC TR
-$233.3K
0
-100%
减持
PAYX
PAYCHEX INC
-$232.5K
9,799
-15%
减持
MCK
MCKESSON CORP
-$231.5K
10,876
-21%
增持
BNL
BROADSTONE NET LEASE INC
-$226.2K
145,089
+0%
建仓
TRNS
TRANSCAT INC
+$223.2K
2,616
清仓
GM
GENERAL MTRS CO
-$217.8K
0
-100%
建仓
MCO
MOODYS CORP
+$215.9K
621
增持
INTU
INTUIT
+$214.2K
7,686
+4%
建仓
BDX
BECTON DICKINSON & CO
+$212.3K
804
增持
CRWD
CROWDSTRIKE HLDGS INC
+$210.5K
16,630
+2%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$206.9K
0
-100%
增持
MRK
MERCK & CO INC
+$206.6K
18,662
+2%
清仓
NDAQ
NASDAQ INC
-$206.3K
0
-100%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$204.3K
2,121
减持
AEP
AMERICAN ELEC PWR CO INC
-$199.4K
5,595
-24%
减持
CMCSA
COMCAST CORP NEW
+$196.3K
60,024
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$193.8K
162,061
+2%
减持
—
SEAGEN INC
-$192.1K
1,914
-31%
增持
VOE
VANGUARD INDEX FDS
+$190.6K
1,802
+311%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$188.3K
8,011
-4%
增持
IQLT
ISHARES TR
+$185.3K
72,323
+7%
增持
MO
ALTRIA GROUP INC
+$185.2K
119,988
+2%
增持
STIP
ISHARES TR
+$183.1K
2,123
+774%
减持
PEP
PEPSICO INC
+$175.6K
95,239
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$174.5K
5,734
-47%
减持
LMT
LOCKHEED MARTIN CORP
-$171.5K
2,554
-10%
减持
AMT
AMERICAN TOWER CORP NEW
-$169.7K
13,650
-1%
增持
USPH
U S PHYSICAL THERAPY
+$161.0K
3,200
+38%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$156.9K
21,495
-0%
增持
CCK
CROWN HLDGS INC
+$153.6K
31,403
+1%
增持
DGRO
ISHARES TR
+$149.4K
31,850
+7%
增持
MS
MORGAN STANLEY
-$147.0K
76,435
+1%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$136.0K
5,282
-30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$135.8K
173,215
+1%
增持
ICLN
ISHARES TR
+$135.1K
12,469
+161%
建仓
SPTS
SPDR SER TR
+$133.7K
4,643
减持
ALL
ALLSTATE CORP
-$133.6K
3,745
-23%
增持
ORCL
ORACLE CORP
+$131.6K
4,479
+4%
减持
SCHB
SCHWAB STRATEGIC TR
-$127.0K
27,381
-15%
增持
XLF
SELECT SECTOR SPDR TR
+$126.3K
5,162
+248%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$125.6K
5,559
+58%
建仓
IAT
ISHARES TR
+$124.1K
3,665
增持
HDV
ISHARES TR
+$118.4K
15,337
+9%
增持
HD
HOME DEPOT INC
+$109.3K
2,638
+10%
减持
MET
METLIFE INC
-$107.8K
4,519
-28%
建仓
RYLD
GLOBAL X FDS
+$105.8K
5,848
增持
USHY
ISHARES TR
+$104.9K
252,172
+2%
增持
DOL
WISDOMTREE TR
+$104.5K
14,076
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$101.3K
1,055
+253%
减持
MCD
MCDONALDS CORP
+$96.7K
5,845
-1%
减持
COP
CONOCOPHILLIPS
-$94.6K
3,061
-26%
增持
SHEL
SHELL PLC
+$90.7K
24,394
+2%
增持
AMGN
AMGEN INC
-$89.9K
4,985
+1%
增持
MUSA
MURPHY USA INC
+$87.4K
1,273
+6%
减持
PBJ
INVESCO EXCHANGE TRADED FD T
-$81.0K
52,217
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$79.8K
5,378
+29%
建仓
PFFD
GLOBAL X FDS
+$75.5K
3,894
增持
PBW
INVESCO EXCHANGE TRADED FD T
+$74.2K
4,473
+72%
增持
XLI
SELECT SECTOR SPDR TR
+$73.0K
1,208
+116%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$72.6K
44,467
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$70.8K
2,116
+95%
