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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 7增持 60减持 70清仓 13

方向

标的

Δ市值

现股数(环比)

增持

ABBV ABBVIE INC

+$8.5M

58,783 +2507%

减持

RTX RTX CORPORATION

-$8.1M

123,151 -29%

减持

CI THE CIGNA GROUP

-$6.7M

1,529 -94%

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

AAPL APPLE INC

-$5.5M

144,802 -7%

增持

IUSG ISHARES TR

+$4.7M

177,121 +43%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$4.7M

13,664 -84%

减持

NEE NEXTERA ENERGY INC

-$4.4M

114,851 -23%

减持

VTI VANGUARD INDEX FDS

-$4.2M

115,406 -11%

减持

JNJ JOHNSON & JOHNSON

-$4.0M

129,517 -11%

增持

TJX TJX COS INC NEW

+$3.0M

40,334 +449%

减持

NEM NEWMONT CORP

-$2.9M

8,575 -89%

减持

IUSV ISHARES TR

-$2.9M

160,350 -16%

减持

UNH UNITEDHEALTH GROUP INC

-$2.6M

22,686 -22%

增持

— EXXON MOBIL CORP

+$2.4M

228,593 +0%

减持

TXN TEXAS INSTRS INC

-$2.3M

54,781 -10%

增持

AMT AMERICAN TOWER CORP NEW

+$2.1M

28,911 +112%

减持

MSFT MICROSOFT CORP

-$2.0M

65,135 -2%

减持

VZ VERIZON COMMUNICATIONS INC

-$1.7M

18,420 -70%

清仓

LYV LIVE NATION ENTERTAINMENT IN

-$1.7M

0 -100%

增持

PEP PEPSICO INC

-$1.5M

95,517 +0%

增持

CAT CATERPILLAR INC

+$1.5M

50,885 +1%

增持

EOG EOG RES INC

+$1.3M

72,576 +5%

增持

— GENPACT LIMITED

+$1.1M

112,642 +41%

减持

SPY SPDR S&P 500 ETF TR

-$1.0M

20,634 -7%

增持

BALL BALL CORP

-$1.0M

126,138 +0%

清仓

BNDX VANGUARD CHARLOTTE FDS

-$998.0K

0 -100%

减持

BKNG BOOKING HOLDINGS INC

-$983.3K

1,090 -32%

减持

BAC BANK AMERICA CORP

-$967.2K

442,504 -3%

增持

GPC GENUINE PARTS CO

-$964.1K

47,571 +3%

减持

IVV ISHARES TR

-$942.2K

45,975 -1%

增持

GVI ISHARES TR

+$933.4K

318,034 +5%

减持

BMRN BIOMARIN PHARMACEUTICAL INC

-$910.3K

24,600 -31%

减持

PM PHILIP MORRIS INTL INC

-$889.2K

141,456 -1%

增持

LOW LOWES COS INC

-$880.6K

56,229 +1%

增持

— ASML HOLDING N V

+$789.3K

3,523 +99%

减持

VEA VANGUARD TAX-MANAGED FDS

-$774.1K

33,292 -31%

减持

CMS CMS ENERGY CORP

-$770.9K

113,323 -2%

减持

CVX CHEVRON CORP NEW

+$731.5K

91,507 -2%

减持

HON HONEYWELL INTL INC

-$702.1K

26,880 -2%

增持

VYM VANGUARD WHITEHALL FDS

+$682.6K

71,226 +13%

增持

CME CME GROUP INC

+$648.8K

35,806 +2%

减持

GOOG ALPHABET INC

+$640.8K

80,106 -2%

增持

BAX BAXTER INTL INC

+$619.9K

131,508 +38%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$606.0K

161,343 -5%

减持

QCOM QUALCOMM INC

-$599.7K

60,728 -2%

增持

AVGO BROADCOM INC

-$597.6K

18,232 +0%

增持

KO COCA COLA CO

-$548.1K

166,731 +2%

减持

— ASTRAZENECA PLC

-$531.8K

128,214 -0%

减持

AMZN AMAZON COM INC

-$521.1K

99,119 -2%

减持

MS MORGAN STANLEY

-$500.9K

73,792 -3%

增持

DTE DTE ENERGY CO

+$490.0K

101,408 +16%

减持

MO ALTRIA GROUP INC

-$470.5K

118,072 -2%

增持

INTU INTUIT

+$456.6K

7,786 +1%

清仓

— MAGELLAN MIDSTREAM PRTNRS LP

-$448.7K

0 -100%

减持

BNL BROADSTONE NET LEASE INC

-$414.6K

127,665 -12%

增持

— AMDOCS LTD

-$407.5K

92,768 +11%

增持

META META PLATFORMS INC

+$405.7K

27,968 +0%

减持

MGV VANGUARD WORLD FD

-$400.9K

19,042 -15%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$397.0K

327,616 +6%

减持

CTVA CORTEVA INC

-$395.3K

45,994 -4%

减持

FISV FISERV INC

-$391.4K

29,057 -0%

减持

PFE PFIZER INC

-$385.5K

62,425 -7%

增持

EA ELECTRONIC ARTS INC

-$375.1K

44,963 +1%

增持

DGRO ISHARES TR

+$374.1K

40,690 +28%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$361.5K

167,972 +4%

减持

NSC NORFOLK SOUTHN CORP

-$355.9K

11,597 -0%

增持

SYK STRYKER CORPORATION

+$346.5K

38,465 +15%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$343.2K

14,121 -1%

增持

KLAC KLA CORP

+$333.3K

6,382 +19%

增持

COST COSTCO WHSL CORP NEW

+$318.0K

8,633 +2%

增持

OKE ONEOK INC NEW

+$304.7K

12,989 +54%

增持

COR CENCORA INC

-$273.6K

32,064 +2%

减持

MRK MERCK & CO INC

-$268.8K

18,306 -2%

清仓

CBRL CRACKER BARREL OLD CTRY STOR

-$266.7K

0 -100%

清仓

MET METLIFE INC

-$255.5K

0 -100%

增持

AMGN AMGEN INC

+$251.1K

5,052 +1%

建仓

VMBS VANGUARD SCOTTSDALE FDS

+$248.3K

5,672

清仓

SO SOUTHERN CO

-$244.3K

0 -100%

增持

SPTS SPDR SER TR

+$235.7K

12,862 +177%

增持

PANW PALO ALTO NETWORKS INC

-$233.8K

11,508 +0%

减持

ZS ZSCALER INC

-$231.9K

12,417 -16%

清仓

— KAMAN CORP

-$231.8K

0 -100%

增持

VO VANGUARD INDEX FDS

-$229.2K

31,445 +2%

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$228.8K

1,472

增持

EW EDWARDS LIFESCIENCES CORP

-$225.3K

42,436 +26%

清仓

TRNS TRANSCAT INC

-$223.2K

0 -100%

清仓

MCO MOODYS CORP

-$215.9K

0 -100%

增持

ICE INTERCONTINENTAL EXCHANGE IN

-$214.7K

110,954 +1%

增持

— ACCENTURE PLC IRELAND

+$214.7K

17,202 +5%

减持

MCD MCDONALDS CORP

-$214.2K

5,808 -1%

清仓

XEL XCEL ENERGY INC

-$207.4K

0 -100%

清仓

FNX FIRST TR MID CAP CORE ALPHAD

-$204.3K

0 -100%

建仓

— TRANE TECHNOLOGIES PLC

+$200.7K

989

增持

CMCSA COMCAST CORP NEW

+$188.3K

60,493 +1%

增持

MCK MCKESSON CORP

+$184.6K

11,112 +2%

增持

MDLZ MONDELEZ INTL INC

-$176.0K

88,881 +2%

增持

VOE VANGUARD INDEX FDS

+$175.6K

3,245 +80%

减持

GLD SPDR GOLD TR

-$171.6K

1,586 -36%

增持

SCHW SCHWAB CHARLES CORP

-$171.5K

102,407 +0%

增持

IJR ISHARES TR

-$169.2K

59,143 +3%

减持

NFLX NETFLIX INC

-$165.4K

1,019 -18%

减持

AEP AMERICAN ELEC PWR CO INC

-$163.4K

4,090 -27%

减持

STZ CONSTELLATION BRANDS INC

+$159.9K

64,745 -1%

减持

SCHF SCHWAB STRATEGIC TR

-$156.2K

1,420 -75%

建仓

SCHI SCHWAB STRATEGIC TR

+$155.9K

3,694

减持

LMT LOCKHEED MARTIN CORP

-$141.6K

2,529 -1%

增持

PBJ INVESCO EXCHANGE TRADED FD T

-$141.2K

52,692 +1%

减持

HD HOME DEPOT INC

-$139.1K

2,251 -15%

增持

SHE SPDR SER TR

+$133.9K

2,141 +292%

减持

VRTX VERTEX PHARMACEUTICALS INC

-$126.3K

7,744 -3%

清仓

IAT ISHARES TR

-$124.1K

0 -100%

增持

SCHB SCHWAB STRATEGIC TR

+$120.9K

30,821 +13%

减持

IXUS ISHARES TR

-$118.4K

5,458 -23%

减持

GD GENERAL DYNAMICS CORP

+$115.1K

40,890 -1%

增持

IQLT ISHARES TR

+$114.6K

80,016 +11%

减持

DY DYCOM INDS INC

-$106.9K

4,271 -0%

增持

CCK CROWN HLDGS INC

+$104.7K

32,015 +2%

增持

AMAT APPLIED MATLS INC

-$101.0K

16,702 +0%

增持

IGV ISHARES TR

+$98.6K

304 +1927%

清仓

BND VANGUARD BD INDEX FDS

-$98.4K

0 -100%

建仓

SCHR SCHWAB STRATEGIC TR

+$96.5K

2,012

减持

DAR DARLING INGREDIENTS INC

-$91.6K

7,803 -0%

建仓

MTUM ISHARES TR

+$91.6K

656

增持

APH AMPHENOL CORP NEW

+$90.7K

88,136 +2%

增持

QUAL ISHARES TR

+$89.1K

1,592 +78%

建仓

VLUE ISHARES TR

+$88.8K

979

减持

PPL PPL CORP

-$87.5K

16,475 -8%

减持

SHW SHERWIN WILLIAMS CO

-$87.1K

1,070 -21%

减持

ORCL ORACLE CORP

-$87.0K

4,214 -6%

减持

ADBE ADOBE INC

+$85.8K

4,246 -0%

减持

ALL ALLSTATE CORP

-$84.7K

2,905 -22%

减持

JPM JPMORGAN CHASE & CO

-$84.7K

192,847 -0%

增持

USB US BANCORP DEL

+$84.4K

154,072 +2%

减持

PII POLARIS INC

-$82.8K

3,460 -6%

增持

IYT ISHARES TR

+$82.0K

870 +79%

减持

SHEL SHELL PLC

+$80.7K

24,132 -1%

增持

PHO INVESCO EXCHANGE TRADED FD T

+$78.5K

7,370 +33%

减持

OEF ISHARES TR

-$77.8K

9,155 -1%

减持

FXG FIRST TR EXCHANGE TRADED FD

-$75.7K

4,230 -20%

增持

CSCO CISCO SYS INC

+$72.6K

19,597 +3%

增持

SPGI S&P GLOBAL INC

-$71.9K

2,297 +1%

减持

ABT ABBOTT LABS

-$70.6K

4,839 -2%

减持

TGT TARGET CORP

-$68.1K

3,162 -0%

减持

STIP ISHARES TR

-$67.7K

1,439 -32%

减持

IWR ISHARES TR

-$66.5K

619 -59%

增持

UNP UNION PAC CORP

+$64.1K

32,798 +1%

减持

VTEB VANGUARD MUN BD FDS

-$64.0K

20,390 -2%

减持

SCHX SCHWAB STRATEGIC TR

-$63.7K

4,308 -20%

减持

XLK SELECT SECTOR SPDR TR

-$62.1K

1,083 -21%

减持

MSI MOTOROLA SOLUTIONS INC

-$61.6K

2,216 -2%