HOWE & RUSLING INC
ROCHESTER NY · SEC CIK 0000769963
$17.24亿2026Q2 申报市值
479持仓数
32.4%前十大占比 · 第一大 4.5%
49 / 52新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$1,343.33万
DDOG 新建仓+$767.47万
IUSV 加仓+$640.60万
VTI 加仓+$576.52万
IVV 加仓+$442.45万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$1,381.55万
ACN 清仓-$1,025.18万
INTU 减仓-$724.47万
PM 减仓-$606.39万
CASY 减仓-$445.15万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHK | SCHWAB STRATEGIC TR | $1.46万 | 0.00% | 406 | 1 | 0.2% | $36 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1.53万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.56万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.60万 | 0.00% | 107 | 1 | 0.9% | $149 | 加仓 |
| IGIB | ISHARES TR | $1.60万 | 0.00% | 301 | 301 | — | $1.60万 | 新建仓 |
| SMLF | ISHARES TR | $1.65万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1.67万 | 0.00% | 705 | -43 | -5.7% | -$1,018 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.69万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $1.70万 | 0.00% | 220 | 120 | 120.0% | $9,296 | 加仓 |
| EEM | ISHARES TR | $1.71万 | 0.00% | 250 | 200 | 400.0% | $1.37万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1.75万 | 0.00% | 133 | 84 | 171.4% | $1.11万 | 加仓 |
| VIS | VANGUARD WORLD FD | $1.77万 | 0.00% | 49 | -452 | -90.2% | -$16.29万 | 减仓 |
| ICF | ISHARES TR | $2.03万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.05万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $2.11万 | 0.00% | 273 | -1,505 | -84.6% | -$11.63万 | 减仓 |
| EFG | ISHARES TR | $2.15万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $2.22万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.41万 | 0.00% | 135 | 110 | 440.0% | $1.96万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2.47万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $2.51万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $2.51万 | 0.00% | 522 | 217 | 71.1% | $1.04万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2.53万 | 0.00% | 330 | -181 | -35.4% | -$1.39万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $2.58万 | 0.00% | 211 | 211 | — | $2.58万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $2.59万 | 0.00% | 105 | 5 | 5.0% | $1,231 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.65万 | 0.00% | 295 | 250 | 555.6% | $2.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.65万 | 0.00% | 784 | -80 | -9.3% | -$2,706 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $2.69万 | 0.00% | 554 | -1,323 | -70.5% | -$6.42万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $2.89万 | 0.00% | 978 | 978 | — | $2.89万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.93万 | 0.00% | 729 | 171 | 30.6% | $6,873 | 加仓 |
| IVW | ISHARES TR | $2.94万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $2.95万 | 0.00% | 251 | 40 | 19.0% | $4,698 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.98万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $3.21万 | 0.00% | 789 | 789 | — | $3.21万 | 新建仓 |
| RYLD | GLOBAL X FDS | $3.35万 | 0.00% | 2,098 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $3.53万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $3.58万 | 0.00% | 407 | 399 | 4,987.5% | $3.51万 | 加仓 |
| PAVE | GLOBAL X FDS | $3.64万 | 0.00% | 619 | 81 | 15.1% | $4,770 | 加仓 |
| ESGE | ISHARES INC | $3.65万 | 0.00% | 667 | -1 | -0.1% | -$55 | 减仓 |
| PFFD | GLOBAL X FDS | $3.70万 | 0.00% | 1,978 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $3.92万 | 0.00% | 415 | -111 | -21.1% | -$1.05万 | 减仓 |
| SCZ | ISHARES TR | $3.97万 | 0.00% | 483 | 354 | 274.4% | $2.91万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.04万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $4.32万 | 0.00% | 565 | 155 | 37.8% | $1.19万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4.39万 | 0.00% | 496 | -3,316 | -87.0% | -$29.37万 | 减仓 |
| SLI | STANDARD LITHIUM CORP | $4.40万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $4.41万 | 0.00% | 1,787 | -940 | -34.5% | -$2.32万 | 减仓 |
| IWR | ISHARES TR | $4.41万 | 0.00% | 400 | 400 | — | $4.41万 | 新建仓 |
| QLTA | ISHARES TR | $4.62万 | 0.00% | 972 | 972 | — | $4.62万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $4.70万 | 0.00% | 1,185 | 1,069 | 921.6% | $4.24万 | 加仓 |
| VCR | VANGUARD WORLD FD | $4.72万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $4.76万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $4.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $5.05万 | 0.00% | 342 | 166 | 94.3% | $2.45万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $5.11万 | 0.00% | 2,179 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $5.25万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.45万 | 0.00% | 1,817 | -277 | -13.2% | -$8,305 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5.51万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $5.70万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $5.93万 | 0.00% | 1,200 | -180 | -13.0% | -$8,894 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5.93万 | 0.00% | 1,406 | 1,406 | — | $5.93万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6.01万 | 0.00% | 1,613 | 1,613 | — | $6.01万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $6.07万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $6.11万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $6.46万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $6.53万 | 0.00% | 3,204 | 3,204 | — | $6.53万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6.57万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $6.62万 | 0.00% | 2,686 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $6.63万 | 0.00% | 273 | 48 | 21.3% | $1.17万 | 加仓 |
| IJH | ISHARES TR | $6.76万 | 0.00% | 877 | 61 | 7.5% | $4,704 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $6.84万 | 0.00% | 1,509 | 1,139 | 307.8% | $5.16万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $7.09万 | 0.00% | 2,935 | -6,237 | -68.0% | -$15.06万 | 减仓 |
| MTUM | ISHARES TR | $7.22万 | 0.00% | 210 | 84 | 66.7% | $2.89万 | 加仓 |
| DXJ | WISDOMTREE TR | $7.27万 | 0.00% | 419 | 172 | 69.6% | $2.98万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $7.88万 | 0.00% | 2,974 | 2,650 | 817.9% | $7.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $7.89万 | 0.00% | 861 | -25 | -2.8% | -$2,291 | 减仓 |
| AGG | ISHARES TR | $7.97万 | 0.00% | 805 | -1,391 | -63.3% | -$13.77万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.11万 | 0.00% | 517 | 6 | 1.2% | $942 | 加仓 |
| — | VANECK ETF TRUST | $8.23万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.46万 | 0.00% | 1,907 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $8.76万 | 0.01% | 1,150 | 4 | 0.3% | $305 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8.92万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $9.00万 | 0.01% | 993 | 775 | 355.5% | $7.02万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.15万 | 0.01% | 11,910 | -4,544 | -27.6% | -$3.49万 | 减仓 |
| EFAV | ISHARES TR | $9.19万 | 0.01% | 1,047 | 104 | 11.0% | $9,125 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $9.47万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $10.47万 | 0.01% | 316 | -18 | -5.4% | -$5,967 | 减仓 |
| IBB | ISHARES TR | $10.57万 | 0.01% | 556 | -457 | -45.1% | -$8.69万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $10.73万 | 0.01% | 1,714 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $10.75万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| ISMD | NORTHERN LTS FD TR IV | $11.21万 | 0.01% | 2,243 | -330 | -12.8% | -$1.65万 | 减仓 |
| IWP | ISHARES TR | $11.23万 | 0.01% | 767 | 19 | 2.5% | $2,782 | 加仓 |
| GDXJ | VANECK ETF TRUST | $11.44万 | 0.01% | 1,164 | -174 | -13.0% | -$1.71万 | 减仓 |
| IEF | ISHARES TR | $11.74万 | 0.01% | 1,241 | -42 | -3.3% | -$3,972 | 减仓 |
| MUB | ISHARES TR | $11.85万 | 0.01% | 1,101 | 489 | 79.9% | $5.26万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $12.10万 | 0.01% | 1,875 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $12.31万 | 0.01% | 3,536 | 16 | 0.5% | $557 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $12.46万 | 0.01% | 1,537 | 1,537 | — | $12.46万 | 新建仓 |
| SUSA | ISHARES TR | $13.12万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $13.22万 | 0.01% | 1,530 | -2,280 | -59.8% | -$19.70万 | 减仓 |