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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 82
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$22.0M
188,256
+5%
增持
IUSG
ISHARES TR
+$14.4M
319,095
+21%
增持
VTI
VANGUARD INDEX FDS
+$13.1M
188,957
+17%
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
IVV
ISHARES TR
+$11.1M
75,888
+19%
减持
MSFT
MICROSOFT CORP
+$9.7M
82,564
-1%
增持
NVDA
NVIDIA CORPORATION
+$9.3M
174,871
+3%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$8.8M
146,598
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.7M
39,801
-79%
减持
JPM
JPMORGAN CHASE & CO.
+$8.0M
183,468
-0%
增持
NEE
NEXTERA ENERGY INC
+$7.8M
253,184
+83%
增持
META
META PLATFORMS INC
+$6.8M
40,200
+1%
建仓
RRX
REGAL REXNORD CORPORATION
+$6.6M
45,345
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$6.3M
451,523
-16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.9M
276,408
+36%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.8M
25,242
-4%
减持
MSTR
MICROSTRATEGY INC
-$5.7M
1,070
-95%
建仓
—
MEDTRONIC PLC
+$5.3M
61,156
增持
AMZN
AMAZON COM INC
+$5.2M
139,838
+4%
建仓
ELV
ELEVANCE HEALTH INC
+$4.8M
12,421
增持
IUSV
ISHARES TR
+$4.6M
310,093
+16%
减持
MU
MICRON TECHNOLOGY INC
-$4.6M
20,748
-75%
减持
DTE
DTE ENERGY CO
-$4.5M
80,550
-27%
减持
—
EXXON MOBIL CORP
-$3.9M
229,332
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.7M
20,969
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7M
87,200
+42%
减持
APH
AMPHENOL CORP NEW
+$3.5M
119,438
-5%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$3.5M
28,956
减持
COR
CENCORA INC
-$3.5M
6,390
-67%
减持
INTU
INTUIT
+$3.3M
20,593
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.3M
19,466
+4%
增持
PM
PHILIP MORRIS INTL INC
+$3.0M
122,478
+1%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$2.9M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$2.7M
22,660
+75%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.7M
16,391
+76%
增持
MS
MORGAN STANLEY
+$2.6M
95,785
+3%
增持
AAPL
APPLE INC
-$2.6M
154,887
+0%
增持
HON
HONEYWELL INTL INC
+$2.4M
93,517
+2%
减持
ZS
ZSCALER INC
+$2.4M
23,240
-6%
增持
FISV
FISERV INC
-$2.0M
43,735
+2%
增持
CASY
CASEYS GEN STORES INC
+$1.9M
19,778
+5%
减持
GVI
ISHARES TR
-$1.9M
337,699
-6%
增持
CELH
CELSIUS HLDGS INC
+$1.9M
108,009
+24%
减持
EOG
EOG RES INC
-$1.9M
40,356
-23%
减持
BDX
BECTON DICKINSON & CO
-$1.8M
26,375
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
194,632
+13%
减持
PEP
PEPSICO INC
-$1.8M
89,757
-1%
增持
GOOG
ALPHABET INC
+$1.7M
71,264
+2%
增持
CCK
CROWN HLDGS INC
+$1.6M
100,484
+3%
增持
MGV
VANGUARD WORLD FD
+$1.6M
51,615
+29%
增持
IJR
ISHARES TR
+$1.6M
86,666
+15%
增持
TJX
TJX COS INC NEW
+$1.5M
131,824
+8%
增持
ABBV
ABBVIE INC
-$1.4M
86,365
+4%
减持
CMS
CMS ENERGY CORP
-$1.4M
114,528
-8%
增持
—
ASML HOLDING N V
+$1.4M
7,900
+5%
增持
CAT
CATERPILLAR INC
+$1.3M
20,753
+1%
增持
DIS
DISNEY WALT CO
+$1.2M
44,315
+3%
减持
CVX
CHEVRON CORP NEW
-$1.2M
47,435
-1%
增持
PINS
PINTEREST INC
+$1.1M
182,647
+5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.1M
110,164
-0%
增持
IDXX
IDEXX LABS INC
+$1.1M
8,094
+5%
增持
VO
VANGUARD INDEX FDS
+$1.1M
29,612
+7%
减持
BAC
BANK AMERICA CORP
+$1.1M
249,034
-3%
增持
SYK
STRYKER CORPORATION
+$971.8K
31,321
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$915.3K
19,417
+3%
减持
JNJ
JOHNSON & JOHNSON
-$867.6K
19,450
-16%
增持
SPY
SPDR S&P 500 ETF TR
+$866.3K
10,713
+4%
增持
IEFA
ISHARES TR
+$852.6K
46,803
+16%
增持
MA
MASTERCARD INCORPORATED
+$740.7K
19,322
+5%
减持
KLAC
KLA CORP
+$733.2K
5,789
-12%
减持
ALNT
ALLIENT INC
+$729.6K
80,631
-19%
增持
GD
GENERAL DYNAMICS CORP
+$726.6K
30,512
+2%
减持
—
ASTRAZENECA PLC
-$712.8K
117,186
-3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$706.0K
84,940
+4%
增持
COST
COSTCO WHSL CORP NEW
+$702.0K
9,576
+3%
减持
STZ
CONSTELLATION BRANDS INC
-$670.6K
14,061
-13%
增持
VOE
VANGUARD INDEX FDS
+$659.1K
8,721
+81%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$647.5K
3,642
+134%
减持
AMAT
APPLIED MATLS INC
+$633.7K
17,436
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$606.8K
1,210
-13%
增持
CME
CME GROUP INC
+$586.9K
34,293
+3%
增持
NSC
NORFOLK SOUTHN CORP
+$583.0K
21,874
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$578.4K
35,528
+15%
增持
ORCL
ORACLE CORP
+$544.7K
6,236
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$469.4K
44,131
+7%
增持
RRC
RANGE RES CORP
+$438.2K
268,383
+2%
减持
AGG
ISHARES TR
-$424.6K
4,361
-50%
增持
HDV
ISHARES TR
+$424.2K
13,409
+42%
增持
XLK
SELECT SECTOR SPDR TR
+$407.5K
6,319
+9%
减持
CTVA
CORTEVA INC
+$390.3K
36,926
-2%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$379.6K
6,201
增持
DHR
DANAHER CORPORATION
+$357.5K
34,215
+10%
增持
DGRO
ISHARES TR
+$352.4K
54,708
+7%
增持
LLY
ELI LILLY & CO
+$345.7K
895
+110%
增持
NFLX
NETFLIX INC
+$334.8K
605
+19%
增持
MDLZ
MONDELEZ INTL INC
+$329.8K
199,289
+3%
增持
USHY
ISHARES TR
+$329.4K
213,415
+2%
建仓
AEIS
ADVANCED ENERGY INDS
+$323.6K
2,442
增持
XLF
SELECT SECTOR SPDR TR
+$319.1K
25,465
+25%
增持
IWF
ISHARES TR
+$314.9K
986
+244%
清仓
DWM
WISDOMTREE TR
-$310.4K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$301.2K
91,866
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$298.9K
49,631
+20%
增持
OEF
ISHARES TR
+$281.3K
8,359
+0%
清仓
QYLD
GLOBAL X FDS
-$278.5K
0
-100%
建仓
FTNT
FORTINET INC
+$269.7K
2,551
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$264.6K
4,776
增持
SCHF
SCHWAB STRATEGIC TR
+$262.2K
17,351
+183%
增持
UNP
UNION PAC CORP
-$259.7K
49,884
+0%
增持
IQLT
ISHARES TR
+$256.6K
53,184
+3%
增持
QCOM
QUALCOMM INC
+$254.7K
36,310
+1%
建仓
MOD
MODINE MFG CO
+$254.3K
2,582
增持
SWKS
SKYWORKS SOLUTIONS INC
+$251.9K
25,466
+0%
增持
SCHI
SCHWAB STRATEGIC TR
+$250.3K
17,125
+176%
清仓
DY
DYCOM INDS INC
-$243.7K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$243.4K
2,668
增持
MCD
MCDONALDS CORP
-$242.8K
37,748
+5%
建仓
EXTR
EXTREME NETWORKS
+$242.3K
13,500
增持
SCHD
SCHWAB STRATEGIC TR
+$240.9K
27,867
+57%
增持
SCHA
SCHWAB STRATEGIC TR
+$237.2K
30,480
+34%
增持
GE
GE AEROSPACE
+$235.9K
4,044
+1%
建仓
ADI
ANALOG DEVICES INC
+$234.4K
985
减持
PAYX
PAYCHEX INC
-$232.9K
10,741
-8%
清仓
SAM
BOSTON BEER INC
-$232.6K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$231.1K
0
-100%
减持
MRK
MERCK & CO INC
-$229.8K
19,574
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$229.3K
5,756
-29%
建仓
MSA
MSA SAFETY INC
+$225.5K
1,346
建仓
GLW
CORNING INC
+$224.2K
4,263
清仓
UPS
UNITED PARCEL SERVICE INC
-$221.5K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$220.0K
9,444
+3%
清仓
EFSI
EAGLE FINL SVCS INC
-$213.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$212.7K
6,345
+8%
减持
USB
US BANCORP DEL
-$211.0K
10,829
-35%
增持
OKE
ONEOK INC NEW
-$210.7K
12,311
+0%
建仓
CVS
CVS HEALTH CORP
+$210.3K
3,048
减持
PANW
PALO ALTO NETWORKS INC
+$207.5K
6,816
-2%
减持
GEV
GE VERNOVA INC
+$206.5K
929
-1%
建仓
SCMB
SCHWAB STRATEGIC TR
+$205.8K
8,174
清仓
TM
TOYOTA MOTOR CORP
-$205.3K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$203.4K
0
-100%
建仓
IAUM
ISHARES GOLD TR
+$200.7K
6,084
清仓
BRO
BROWN & BROWN INC
-$200.3K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$198.8K
6,549
+40%
减持
AMGN
AMGEN INC
-$193.1K
4,939
-2%
建仓
VEGN
ETF SER SOLUTIONS
+$190.3K
3,397
增持
KO
COCA COLA CO
+$190.1K
201,325
+3%
减持
EFV
ISHARES TR
-$186.8K
932
-78%
增持
GLD
SPDR GOLD TR
+$182.9K
2,691
+22%
增持
CSCO
CISCO SYS INC
+$182.6K
19,372
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$176.9K
30,031
+27%
