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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 95 项
建仓 5
增持 41
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
QGRO
AMERICAN CENTY ETF TR
-$6.3M
81,038
-37%
建仓
VXUS
VANGUARD STAR FDS
+$4.6M
59,701
减持
IWF
ISHARES TR
-$954.6K
17,630
-2%
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
MSFT
MICROSOFT CORP
-$606.5K
5,359
+0%
增持
COP
CONOCOPHILLIPS
+$552.9K
13,201
+4%
减持
AAPL
APPLE INC
-$496.0K
26,996
-0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$484.5K
336,076
-1%
增持
DBEF
DBX ETF TR
+$467.4K
149,613
+4%
减持
AEM
AGNICO EAGLE MINES LTD
+$450.4K
14,310
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$449.1K
140,244
-4%
增持
WTV
WISDOMTREE TR
+$358.2K
80,071
+3%
建仓
IBHI
ISHARES TR
+$318.8K
13,694
减持
IVV
ISHARES TR
-$316.7K
5,774
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$313.2K
45,330
-4%
增持
SU
SUNCOR ENERGY INC NEW
+$310.1K
13,095
+5%
增持
—
EXXON MOBIL CORP
+$296.8K
5,774
+2%
减持
IJK
ISHARES TR
-$268.4K
8,731
-26%
建仓
SM
SM ENERGY COMPANY
+$262.2K
8,410
清仓
IJR
ISHARES TR
-$259.8K
0
-100%
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$257.6K
11,892
+25%
增持
CVX
CHEVRON CORPORATION
+$255.3K
4,680
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$250.2K
293,751
+2%
清仓
MELI
MERCADOLIBRE INC
-$225.6K
0
-100%
建仓
CHRD
CHORD ENERGY CORPORATION
+$220.4K
1,550
建仓
DRS
LEONARDO DRS INC
+$211.3K
4,746
清仓
SYK
STRYKER CORPORATION
-$203.5K
0
-100%
增持
PYLD
PIMCO ETF TR
+$176.0K
42,092
+21%
减持
VO
VANGUARD INDEX FDS
-$170.6K
38,395
-0%
减持
ITOT
ISHARES TR
-$165.2K
2,400
-30%
增持
MINT
PIMCO ETF TR
+$163.0K
23,432
+7%
减持
BKDV
BNY MELLON ETF TRUST II
+$144.0K
264,296
-0%
增持
IBDU
ISHARES TR
+$143.3K
511,829
+2%
减持
ABT
ABBOTT LABORATORIES
-$139.5K
3,219
-14%
减持
ORI
OLD REP INTL CORP
-$132.4K
21,038
-1%
减持
AMZN
AMAZON COM INC
-$132.1K
5,665
-0%
增持
DGRO
ISHARES TR
+$125.8K
30,642
+5%
增持
VUG
VANGUARD INDEX FDS
-$122.6K
3,109
+2%
减持
TXN
TEXAS INSTRS INC
+$109.2K
5,436
-0%
减持
VTI
VANGUARD INDEX FDS
-$101.5K
2,429
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$99.8K
12,870
+18%
减持
NVS
NOVARTIS AG
+$99.4K
7,542
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$96.7K
3,215
-1%
减持
V
VISA INC
-$96.4K
1,794
-1%
减持
WMT
WALMART INC
+$96.3K
7,915
-1%
减持
AVLV
AMERICAN CENTY ETF TR
+$88.4K
20,249
-1%
增持
DE
DEERE & CO
+$85.5K
851
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$83.4K
912
-8%
减持
COST
COSTCO WHOLESALE CORPORATION
+$79.8K
756
-3%
减持
LADR
LADDER CAP CORP
-$79.1K
43,357
-5%
增持
AXP
AMERICAN EXPRESS CO
-$78.6K
1,248
+1%
增持
CNI
CANADIAN NATL RY CO
+$74.8K
3,927
+18%
减持
—
TOWER SEMICONDUCTOR LTD
+$74.6K
2,265
-18%
减持
AVGO
BROADCOM INC
-$72.6K
1,587
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$71.6K
854
+1%
增持
GOOGL
ALPHABET INC
-$65.9K
2,921
+1%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$61.0K
209,020
+1%
减持
—
NOVA LTD
+$53.2K
757
-10%
减持
CAT
CATERPILLAR INC
+$53.0K
441
-3%
增持
SD
SANDRIDGE ENERGY INC
+$50.8K
12,551
+18%
减持
RY
ROYAL BK CDA
-$50.5K
4,520
-1%
减持
AMAT
APPLIED MATLS INC
+$49.4K
801
-8%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$47.0K
14,612
+3%
减持
BNS
BANK NOVA SCOTIA B C
-$45.4K
8,680
-1%
增持
NVDA
NVIDIA CORPORATION
-$45.2K
5,107
+2%
增持
GLD
SPDR GOLD TR
+$45.0K
973
+3%
增持
JAAA
JANUS DETROIT STR TR
+$45.0K
21,036
+5%
增持
EXP
EAGLE MATLS INC
-$44.5K
2,729
+0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$42.2K
749
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$41.4K
634,983
+2%
增持
SPGI
S&P GLOBAL INC
-$37.2K
496
+4%
减持
IWB
ISHARES TR
-$36.2K
1,368
-2%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$35.6K
255,837
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
-$29.4K
103,859
-2%
减持
IJT
ISHARES TR
-$27.3K
8,212
-5%
增持
REVS
COLUMBIA ETF TR I
+$26.8K
52,425
+1%
减持
—
ALCON AG
-$26.2K
4,041
-4%
增持
DG
DOLLAR GEN CORP
-$25.3K
2,679
+4%
增持
IBHF
ISHARES TR
+$23.6K
528,264
+1%
增持
INGR
INGREDION INC
+$23.0K
6,057
+1%
减持
SCHB
SCHWAB STRATEGIC TR
-$21.0K
9,887
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$20.9K
1,250
+5%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$20.5K
27,260
-5%
增持
ROK
ROCKWELL AUTOMATION INC
-$20.1K
693
+0%
减持
DHI
D R HORTON INC
-$19.5K
1,754
-3%
增持
—
KAMADA LTD
+$16.7K
12,600
+1%
增持
MCD
MCDONALDS CORP
+$16.2K
1,276
+2%
增持
HD
HOME DEPOT INC
-$15.2K
1,027
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$10.9K
19,011
-1%
减持
TJX
TJX COS INC NEW
-$10.8K
1,785
-7%
减持
IJH
ISHARES TR
+$10.3K
9,783
-1%
减持
VB
VANGUARD INDEX FDS
+$8.8K
24,864
-1%
减持
VXF
VANGUARD INDEX FDS
-$8.3K
1,590
-1%
减持
BKH
BLACK HILLS CORP
-$7.3K
4,544
-2%
增持
DGRW
WISDOMTREE TR
-$405
17,071
+2%
清仓
—
SPDR S&P 500 ETF TR
-$203
0
-100%
