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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 84 项建仓 10增持 38减持 34清仓 2

方向

标的

Δ市值

现股数(环比)

建仓

IBHF ISHARES TR

+$12.5M

547,504

清仓

— ISHARES TR

-$12.0M

0 -100%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$2.1M

312,146 +14%

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

VO VANGUARD INDEX FDS

+$1.8M

48,693 +7%

增持

QGRO AMERICAN CENTY ETF TR

+$1.7M

107,953 +11%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

+$1.3M

590,932 +5%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$1.2M

53,237 +5%

增持

VOE VANGUARD INDEX FDS

+$1.2M

40,312 +13%

增持

IWF ISHARES TR

+$1.2M

21,469 +7%

增持

— ISHARES TR

+$951.9K

457,875 +8%

建仓

MOAT VANECK ETF TRUST

+$901.1K

10,617

增持

VB VANGUARD INDEX FDS

+$882.3K

24,591 +7%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$880.3K

149,182 +5%

减持

AAPL APPLE INC

+$763.4K

37,631 -1%

减持

MYE MYERS INDS INC

-$720.7K

10,885 -79%

减持

VV VANGUARD INDEX FDS

+$597.1K

41,819 -4%

增持

IVV ISHARES TR

+$518.4K

7,139 +6%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$502.6K

270,925 +4%

增持

MSFT MICROSOFT CORP

+$404.6K

6,689 +0%

减持

PFE PFIZER INC

-$307.6K

11,700 -40%

建仓

CGGO CAPITAL GROUP GBL GROWTH EQT

+$306.2K

11,900

增持

JMEE J P MORGAN EXCHANGE TRADED F

+$276.1K

30,389 +9%

减持

SCHD SCHWAB STRATEGIC TR

-$269.6K

22,666 -20%

建仓

NOW SERVICENOW INC

+$252.2K

357

建仓

NVDA NVIDIA CORPORATION

+$237.7K

480

增持

— ISHARES TR

+$221.7K

30,215 +44%

建仓

BKH BLACK HILLS CORP

+$221.7K

4,109

建仓

VXF VANGUARD INDEX FDS

+$221.6K

1,348

建仓

IJJ ISHARES TR

+$221.5K

1,942

建仓

COF CAPITAL ONE FINL CORP

+$211.4K

1,612

建仓

MRK MERCK & CO INC

+$207.9K

1,907

增持

VUG VANGUARD INDEX FDS

+$163.4K

2,922 +7%

增持

DE DEERE & CO

+$156.4K

998 +55%

增持

AMZN AMAZON COM INC

+$153.4K

5,352 +3%

增持

AXP AMERICAN EXPRESS CO

+$149.7K

2,105 +28%

增持

AEM AGNICO EAGLE MINES LTD

+$146.8K

12,474 +5%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$123.9K

19,383 +9%

增持

DGRW WISDOMTREE TR

+$123.9K

11,142 +7%

增持

QQQ INVESCO QQQ TR

+$116.5K

1,924 +3%

减持

IJK ISHARES TR

-$108.0K

9,828 -20%

减持

CVS CVS HEALTH CORP

-$105.8K

4,965 -30%

减持

SCHA SCHWAB STRATEGIC TR

-$90.4K

8,635 -28%

增持

CIVI CIVITAS RESOURCES INC

-$88.3K

11,345 +6%

减持

DG DOLLAR GEN CORP NEW

+$85.6K

4,028 -8%

减持

IJT ISHARES TR

+$78.2K

11,139 -7%

增持

V VISA INC

+$76.5K

2,287 +1%

减持

HNRG HALLADOR ENERGY COMPANY

-$75.8K

11,000 -8%

增持

ABT ABBOTT LABS

+$71.5K

3,135 +11%

减持

SCHB SCHWAB STRATEGIC TR

-$71.0K

4,508 -30%

减持

COST COSTCO WHSL CORP NEW

+$67.5K

918 -4%

增持

— EXXON MOBIL CORP

-$67.1K

4,483 +2%

增持

CVX CHEVRON CORP NEW

-$65.8K

4,246 +2%

增持

TXN TEXAS INSTRS INC

+$62.8K

5,468 +0%

减持

PSX PHILLIPS 66

-$60.9K

2,653 -23%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$53.3K

3,085 +0%

减持

IJR ISHARES TR

+$52.8K

5,487 -4%

减持

LADR LADDER CAP CORP

+$51.5K

62,227 -4%

减持

SCHM SCHWAB STRATEGIC TR

+$51.5K

7,717 -1%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$51.1K

1,190 +4%

增持

SPGI S&P GLOBAL INC

+$45.4K

580 +1%

减持

INGR INGREDION INC

+$42.6K

6,570 -4%

减持

HD HOME DEPOT INC

+$42.3K

988 -1%

减持

AFL AFLAC INC

+$41.6K

8,040 -1%

减持

WDS WOODSIDE ENERGY GROUP LTD

-$40.4K

13,023 -4%

减持

CSCO CISCO SYS INC

-$40.2K

9,130 -2%

增持

MCD MCDONALDS CORP

+$39.6K

998 +3%

减持

WMT WALMART INC

-$34.2K

2,659 -6%

增持

COP CONOCOPHILLIPS

-$33.0K

13,665 +1%

减持

REGN REGENERON PHARMACEUTICALS

-$31.3K

342 -15%

减持

VTI VANGUARD INDEX FDS

+$29.1K

1,738 -4%

增持

GOOGL ALPHABET INC

+$28.5K

3,092 +0%

减持

JNJ JOHNSON & JOHNSON

-$25.2K

4,220 -4%

减持

SPY SPDR S&P 500 ETF TR

+$22.0K

1,283 -7%

减持

LLY ELI LILLY & CO

+$17.4K

555 -3%

增持

CNQ CANADIAN NAT RES LTD

+$16.9K

4,700 +4%

减持

EQNR EQUINOR ASA

-$14.4K

6,810 -3%

增持

SU SUNCOR ENERGY INC NEW

-$13.3K

7,430 +2%

减持

NVS NOVARTIS AG

-$11.8K

7,512 -1%

增持

— ALCON AG

+$10.5K

4,719 +2%

清仓

GLDG GOLDMINING INC

-$7.9K

0 -100%

减持

DNL WISDOMTREE TR

-$5.3K

7,041 -11%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.6K

803 -1%

减持

BNS BANK NOVA SCOTIA HALIFAX

+$484

8,980 -6%

减持

PG PROCTER AND GAMBLE CO

-$217

4,078 -0%