小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 83 项建仓 5增持 43减持 34清仓 1

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$2.0M

32,251 +7%

增持

NVDA NVIDIA CORPORATION

+$2.0M

15,048 +210%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$1.0M

374,007 +1%

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

JIRE J P MORGAN EXCHANGE TRADED F

+$1.0M

13,804

清仓

DNL WISDOMTREE TR

-$990.1K

0 -100%

增持

QGRO AMERICAN CENTY ETF TR

+$881.6K

143,935 +1%

减持

IWF ISHARES TR

+$850.8K

19,894 -0%

增持

AEM AGNICO EAGLE MINES LTD

+$731.3K

14,247 +1%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$684.9K

310,506 +4%

增持

CGGO CAPITAL GROUP GBL GROWTH EQT

+$671.3K

266,957 +1%

增持

DFAS DIMENSIONAL ETF TRUST

+$624.4K

117,628 +1%

减持

VO VANGUARD INDEX FDS

+$597.5K

43,073 -0%

增持

VB VANGUARD INDEX FDS

+$508.1K

27,234 +1%

增持

DBEF DBX ETF TR

+$498.2K

156,692 +1%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$440.6K

54,410 +0%

增持

IVV ISHARES TR

+$420.6K

7,676 +1%

增持

WTV WISDOMTREE TR

+$419.3K

84,967 +0%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$389.3K

159,872 +1%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

+$361.3K

683,731 +1%

增持

JAAA JANUS DETROIT STR TR

+$351.5K

20,129 +52%

增持

MINT PIMCO ETF TR

+$341.9K

21,252 +19%

增持

IBHF ISHARES TR

+$311.4K

583,906 +2%

增持

JBND J P MORGAN EXCHANGE TRADED F

+$287.1K

230,077 +1%

建仓

NVO NOVO-NORDISK A S

+$260.1K

4,688

建仓

CAT CATERPILLAR INC

+$217.7K

456

建仓

AFG AMERICAN FINL GROUP INC OHIO

+$204.0K

1,400

增持

GOOGL ALPHABET INC

+$196.5K

2,928 +0%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$190.1K

3,240 +3%

增持

DGRO ISHARES TR

+$174.9K

29,306 +3%

减持

VLO VALERO ENERGY CORP

+$143.7K

4,013 -0%

增持

PYLD PIMCO ETF TR

+$136.6K

34,706 +16%

增持

JMEE J P MORGAN EXCHANGE TRADED F

+$131.8K

28,281 +1%

增持

TXN TEXAS INSTRS INC

-$129.6K

5,444 +0%

减持

MSFT MICROSOFT CORP

+$120.3K

5,882 -0%

增持

ORCL ORACLE CORP

+$110.6K

1,156 +18%

减持

VUG VANGUARD INDEX FDS

+$106.3K

2,929 -1%

减持

QQQ INVESCO QQQ TR

+$103.3K

2,154 -0%

减持

JNJ JOHNSON & JOHNSON

+$91.6K

2,807 -0%

增持

AVLV AMERICAN CENTY ETF TR

+$91.3K

20,022 +1%

减持

— ALCON AG

-$88.0K

4,716 -5%

增持

DGRW WISDOMTREE TR

+$87.1K

15,825 +0%

增持

EXP EAGLE MATLS INC

+$87.1K

2,685 +1%

建仓

— KAMADA LTD

+$86.9K

12,524

增持

REVS COLUMBIA ETF TR I

+$84.8K

49,651 +0%

减持

AVGO BROADCOM INC

+$84.5K

1,639 -1%

减持

ORI OLD REP INTL CORP

+$83.9K

20,888 -0%

减持

BNS BANK NOVA SCOTIA HALIFAX

+$82.3K

8,780 -0%

增持

DHI D R HORTON INC

+$73.3K

1,791 +0%

增持

VTI VANGUARD INDEX FDS

+$68.9K

2,808 +0%

减持

SCHG SCHWAB STRATEGIC TR

+$64.9K

25,317 -0%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$64.2K

801 +0%

减持

COP CONOCOPHILLIPS

+$60.1K

12,721 -0%

减持

IJK ISHARES TR

+$59.6K

12,382 -0%

增持

SU SUNCOR ENERGY INC NEW

+$57.8K

11,545 +2%

减持

CVX CHEVRON CORP NEW

+$55.6K

4,600 -0%

减持

GATX GATX CORP

+$50.2K

2,600 -1%

减持

AFL AFLAC INC

+$49.4K

7,949 -0%

减持

DE DEERE & CO

-$43.7K

843 -0%

增持

— NOVA LTD

+$38.4K

839 +0%

减持

IWB ISHARES TR

+$36.0K

1,403 -0%

减持

WMT WALMART INC

+$35.9K

7,965 -1%

增持

TRV TRAVELERS COMPANIES INC

+$35.5K

1,185 +7%

减持

PGR PROGRESSIVE CORP

-$34.9K

1,739 -0%

增持

VXF VANGUARD INDEX FDS

+$31.7K

1,592 +2%

减持

— ISHARES TR

-$28.8K

530,277 -0%

减持

— EXXON MOBIL CORP

+$26.5K

5,574 -0%

减持

V VISA INC

-$25.2K

1,817 -0%

减持

PG PROCTER AND GAMBLE CO

-$24.1K

3,687 -1%

减持

SCHM SCHWAB STRATEGIC TR

+$24.0K

20,511 -1%

减持

PEP PEPSICO INC

+$23.4K

2,822 -0%

减持

SCHB SCHWAB STRATEGIC TR

+$18.9K

10,262 -0%

增持

JMST J P MORGAN EXCHANGE TRADED F

+$18.6K

10,920 +3%

减持

NTR NUTRIEN LTD

-$15.1K

5,105 -6%

减持

JPM JPMORGAN CHASE & CO.

+$15.0K

2,918 -7%

增持

MCD MCDONALDS CORP

+$14.7K

1,197 +0%

增持

ROK ROCKWELL AUTOMATION INC

+$12.3K

688 +0%

减持

CIVI CIVITAS RESOURCES INC

+$10.5K

8,185 -12%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$6.6K

821 -2%

减持

T AT&T INC

-$6.1K

7,944 -0%

增持

KRP KIMBELL RTY PARTNERS LP

-$5.0K

12,815 +1%

减持

MMM 3M CO

+$3.2K

1,600 -1%

增持

ABT ABBOTT LABS

-$2.3K

3,674 +1%

增持

AMZN AMAZON COM INC

+$1.2K

5,624 +0%