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Ruggaard & Associates LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ruggaard & Associates LLC

报告期 2026-03-31 · CIK 0001971230

持仓数

122

前50大市值合计

$224.0M

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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 86 项建仓 6增持 32减持 40清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

AGG ISHARES TR

-$10.7M

0 -100%

建仓

— ISHARES TR

+$10.5M

422,716

减持

SCHD SCHWAB STRATEGIC TR

-$7.3M

28,195 -78%

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

CGDV CAPITAL GROUP DIVIDEND VALUE

+$7.2M

272,998

建仓

MYE MYERS INDS INC

+$933.5K

52,065

减持

AAPL APPLE INC

-$879.9K

37,858 -0%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$849.7K

261,179 +7%

增持

JMEE J P MORGAN EXCHANGE TRADED F

+$614.2K

27,985 +89%

减持

VO VANGUARD INDEX FDS

-$587.0K

45,639 -0%

增持

RSP INVESCO EXCHANGE TRADED FD T

-$395.5K

50,601 +0%

建仓

JMST J P MORGAN EXCHANGE TRADED F

+$353.1K

7,000

增持

VV VANGUARD INDEX FDS

-$291.9K

43,568 +0%

清仓

GM GENERAL MTRS CO

-$291.2K

0 -100%

增持

COP CONOCOPHILLIPS

+$256.1K

13,515 +3%

清仓

AZZ AZZ INC

-$252.1K

0 -100%

建仓

SU SUNCOR ENERGY INC NEW

+$251.3K

7,310

增持

DG DOLLAR GEN CORP NEW

-$251.0K

4,367 +4%

增持

VOE VANGUARD INDEX FDS

-$247.3K

35,747 +0%

清仓

NVDA NVIDIA CORPORATION

-$239.0K

0 -100%

建仓

EQNR EQUINOR ASA

+$229.9K

7,010

清仓

MRK MERCK & CO INC

-$221.0K

0 -100%

清仓

IJJ ISHARES TR

-$208.0K

0 -100%

清仓

NOW SERVICENOW INC

-$201.2K

0 -100%

减持

IWF ISHARES TR

-$199.4K

20,143 -0%

减持

IWB ISHARES TR

-$180.8K

1,955 -26%

减持

MSFT MICROSOFT CORP

-$180.0K

6,685 -1%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$164.7K

1,147 +44%

增持

IVV ISHARES TR

+$156.0K

6,733 +10%

减持

EXP EAGLE MATLS INC

-$155.9K

3,508 -12%

增持

CIVI CIVITAS RESOURCES INC

+$136.8K

10,685 +2%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$116.2K

141,875 -0%

清仓

GRX GABELLI HLTHCARE & WELLNESS

-$109.4K

0 -100%

增持

VB VANGUARD INDEX FDS

-$107.6K

23,080 +3%

减持

PFE PFIZER INC

-$93.9K

19,427 -3%

增持

CVX CHEVRON CORP NEW

+$92.8K

4,146 +8%

增持

QGRO AMERICAN CENTY ETF TR

-$91.8K

97,051 +1%

增持

TXN TEXAS INSTRS INC

-$89.5K

5,467 +3%

减持

IVW ISHARES TR

-$89.1K

3,269 -26%

减持

— EXXON MOBIL CORP

-$88.2K

4,383 -22%

减持

T AT&T INC

-$84.4K

11,602 -28%

减持

VTI VANGUARD INDEX FDS

-$83.1K

1,804 -15%

减持

CVS CVS HEALTH CORP

-$81.1K

7,130 -15%

减持

BNS BANK NOVA SCOTIA HALIFAX

-$77.7K

9,580 -7%

减持

DEO DIAGEO PLC

-$74.8K

2,044 -7%

增持

AMZN AMAZON COM INC

+$69.1K

5,190 +15%

减持

GATX GATX CORP

-$66.6K

2,700 -4%

减持

LADR LADDER CAP CORP

-$66.1K

64,787 -4%

减持

DHI D R HORTON INC

-$64.7K

2,472 -9%

减持

IJT ISHARES TR

-$63.4K

11,996 -0%

增持

— ISHARES TR

+$62.1K

20,940 +14%

减持

JNJ JOHNSON & JOHNSON

-$58.0K

4,408 -2%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

-$54.4K

562,071 +3%

减持

CNI CANADIAN NATL RY CO

-$51.7K

3,203 -3%

减持

SCHM SCHWAB STRATEGIC TR

-$50.9K

7,827 -4%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$50.2K

3,079 -2%

增持

INGR INGREDION INC

-$49.8K

6,813 +0%

减持

IJK ISHARES TR

-$45.0K

12,272 -1%

减持

AXP AMERICAN EXPRESS CO

-$43.8K

1,640 -1%

减持

REGN REGENERON PHARMACEUTICALS

+$40.6K

403 -0%

增持

DNL WISDOMTREE TR

+$38.2K

7,944 +25%

减持

MCD MCDONALDS CORP

-$35.8K

973 -1%

减持

SCHA SCHWAB STRATEGIC TR

-$34.9K

12,032 -1%

减持

SPGI S&P GLOBAL INC

-$34.4K

575 -6%

减持

LLY ELI LILLY & CO

+$32.3K

570 -2%

增持

ABT ABBOTT LABS

-$31.2K

2,824 +1%

增持

NTR NUTRIEN LTD

+$31.2K

5,848 +5%

减持

TSCO TRACTOR SUPPLY CO

-$30.3K

1,004 -5%

减持

SCHB SCHWAB STRATEGIC TR

-$29.0K

6,458 -5%

减持

GOOGL ALPHABET INC

+$28.2K

3,083 -2%

增持

PGR PROGRESSIVE CORP

+$25.3K

1,739 +6%

增持

FVD FIRST TR VALUE LINE DIVID IN

-$24.9K

17,711 +3%

增持

NVS NOVARTIS AG

+$22.3K

7,562 +2%

增持

WDS WOODSIDE ENERGY GROUP LTD

+$17.6K

13,527 +5%

增持

DGRW WISDOMTREE TR

-$14.6K

10,381 +3%

增持

V VISA INC

-$12.1K

2,256 +1%

增持

SPY SPDR S&P 500 ETF TR

-$10.6K

1,375 +2%

减持

HD HOME DEPOT INC

-$10.6K

993 -1%

增持

DE DEERE & CO

-$10.6K

643 +3%

增持

VUG VANGUARD INDEX FDS

-$9.9K

2,735 +3%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$5.2K

813 -1%

减持

COST COSTCO WHSL CORP NEW

+$4.3K

953 -4%

增持

JPM JPMORGAN CHASE & CO

+$4.1K

3,729 +1%

减持

WMT WALMART INC

-$4.0K

2,835 -3%

减持

CSCO CISCO SYS INC

+$3.3K

9,327 -3%

增持

ACWI ISHARES TR

-$2.5K

2,593 +3%

减持

— ISHARES TR

-$1.9K

474,954 -0%