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 |
|---|---|---|---|---|---|---|---|---|
| FNCL | FIDELITY COVINGTON TRUST | $13.51万 | 0.01% | 1,765 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $13.63万 | 0.01% | 17,106 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $13.85万 | 0.01% | 3,820 | -754 | -16.5% | -$2.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $14.31万 | 0.01% | 2,047 | 946 | 85.9% | $6.61万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $14.61万 | 0.01% | 2,750 | -947 | -25.6% | -$5.03万 | 减仓 |
| EFA | ISHARES TR | $14.66万 | 0.01% | 1,411 | 214 | 17.9% | $2.22万 | 加仓 |
| IMCB | ISHARES TR | $16.76万 | 0.01% | 1,736 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $16.80万 | 0.01% | 10,668 | 10,668 | — | $16.80万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $16.89万 | 0.01% | 1,391 | 681 | 95.9% | $8.27万 | 加仓 |
| GDX | VANECK ETF TRUST | $17.22万 | 0.01% | 2,282 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $17.70万 | 0.01% | 2,547 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $18.65万 | 0.01% | 291 | 291 | — | $18.65万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $18.93万 | 0.01% | 1,648 | -433 | -20.8% | -$4.97万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $19.42万 | 0.01% | 641 | 641 | — | $19.42万 | 新建仓 |
| IWS | ISHARES TR | $20.16万 | 0.01% | 1,225 | 864 | 239.3% | $14.22万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $20.21万 | 0.01% | 2,138 | 2,138 | — | $20.21万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $20.40万 | 0.01% | 5,230 | 1,250 | 31.4% | $4.88万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $20.41万 | 0.01% | 364 | 364 | — | $20.41万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $20.41万 | 0.01% | 2,694 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $20.42万 | 0.01% | 3,272 | 3,272 | — | $20.42万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.49万 | 0.01% | 1,780 | -117 | -6.2% | -$1.35万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.65万 | 0.01% | 3,754 | 77 | 2.1% | $4,236 | 加仓 |
| APP | APPLOVIN CORP | $20.73万 | 0.01% | 402 | -138 | -25.6% | -$7.12万 | 减仓 |
| HUM | HUMANA INC | $20.97万 | 0.01% | 528 | 528 | — | $20.97万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $21.04万 | 0.01% | 3,988 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $21.08万 | 0.01% | 671 | 671 | — | $21.08万 | 新建仓 |
| QUAL | ISHARES TR | $21.11万 | 0.01% | 962 | 14 | 1.5% | $3,072 | 加仓 |
| MOD | MODINE MFG CO | $21.17万 | 0.01% | 793 | -319 | -28.7% | -$8.52万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $21.19万 | 0.01% | 1,745 | 1,745 | — | $21.19万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.79万 | 0.01% | 660 | 660 | — | $21.79万 | 新建仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $21.81万 | 0.01% | 4,975 | 4,975 | — | $21.81万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.86万 | 0.01% | 8,904 | 607 | 7.3% | $1.49万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $21.88万 | 0.01% | 6,554 | 6,554 | — | $21.88万 | 新建仓 |
| REGL | PROSHARES TR | $22.31万 | 0.01% | 2,436 | 159 | 7.0% | $1.46万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $22.65万 | 0.01% | 7,806 | 73 | 0.9% | $2,118 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $22.89万 | 0.01% | 614 | -93 | -13.2% | -$3.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.01万 | 0.01% | 482 | 482 | — | $23.01万 | 新建仓 |
| IWB | ISHARES TR | $23.27万 | 0.01% | 568 | 178 | 45.6% | $7.29万 | 加仓 |
| KVUE | KENVUE INC | $23.29万 | 0.01% | 12,186 | 12,186 | — | $23.29万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.56万 | 0.01% | 5,176 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $24.12万 | 0.01% | 1,562 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $24.34万 | 0.01% | 6,084 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $24.36万 | 0.01% | 1,188 | 15 | 1.3% | $3,076 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.46万 | 0.01% | 615 | -53 | -7.9% | -$2.11万 | 减仓 |
| MCO | MOODYS CORP | $24.60万 | 0.01% | 543 | -9 | -1.6% | -$4,077 | 减仓 |
| SBUX | STARBUCKS CORP | $24.69万 | 0.01% | 2,416 | 2,416 | — | $24.69万 | 新建仓 |
| NOW | SERVICENOW INC | $24.93万 | 0.01% | 2,511 | 109 | 4.5% | $1.08万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $24.93万 | 0.01% | 2,135 | 28 | 1.3% | $3,270 | 加仓 |
| ATO | ATMOS ENERGY CORP | $25.10万 | 0.01% | 1,457 | 277 | 23.5% | $4.77万 | 加仓 |
| SAM | BOSTON BEER INC | $25.17万 | 0.01% | 1,422 | 1,422 | — | $25.17万 | 新建仓 |
| LIN | LINDE PLC | $25.20万 | 0.01% | 486 | 486 | — | $25.20万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.42万 | 0.01% | 508 | -42 | -7.6% | -$2.10万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $25.82万 | 0.01% | 11,592 | 106 | 0.9% | $2,361 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $25.83万 | 0.01% | 599 | 599 | — | $25.83万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $25.93万 | 0.02% | 2,856 | 1,804 | 171.5% | $16.38万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $26.00万 | 0.02% | 8,226 | 3,313 | 67.4% | $10.47万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.37万 | 0.02% | 2,083 | 2,083 | — | $26.37万 | 新建仓 |
| DOW | DOW HLDGS INC | $26.60万 | 0.02% | 9,722 | 104 | 1.1% | $2,845 | 加仓 |
| SOLV | SOLVENTUM CORP | $26.79万 | 0.02% | 3,472 | 84 | 2.5% | $6,481 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.85万 | 0.02% | 431 | 15 | 3.6% | $9,343 | 加仓 |
| — | EAGLE FINL SVCS INC | $26.95万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.05万 | 0.02% | 1,143 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $27.24万 | 0.02% | 1,186 | -68 | -5.4% | -$1.56万 | 减仓 |
| SHY | ISHARES TR | $27.24万 | 0.02% | 3,318 | 3,317 | 331,700.0% | $27.24万 | 加仓 |
| RMD | RESMED INC | $27.48万 | 0.02% | 1,410 | 1,410 | — | $27.48万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $27.52万 | 0.02% | 7,230 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $27.70万 | 0.02% | 805 | 51 | 6.8% | $1.75万 | 加仓 |
| — | ETF SER SOLUTIONS | $27.94万 | 0.02% | 3,397 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $28.05万 | 0.02% | 1,715 | 47 | 2.8% | $7,686 | 加仓 |
| IYT | ISHARES TR | $28.14万 | 0.02% | 3,244 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $28.28万 | 0.02% | 3,855 | 288 | 8.1% | $2.11万 | 加仓 |
| CVS | CVS HEALTH CORP | $28.41万 | 0.02% | 2,747 | -9 | -0.3% | -$931 | 重新持有 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $28.78万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $28.78万 | 0.02% | 1,891 | 38 | 2.1% | $5,784 | 加仓 |
| DHI | D R HORTON INC | $29.21万 | 0.02% | 1,793 | 1,793 | — | $29.21万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $29.21万 | 0.02% | 5,747 | 338 | 6.2% | $1.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.46万 | 0.02% | 2,525 | -1 | -0.0% | -$117 | 减仓 |
| AIQ | GLOBAL X FDS | $29.69万 | 0.02% | 4,525 | 536 | 13.4% | $3.52万 | 加仓 |
| DSI | ISHARES TR | $30.25万 | 0.02% | 2,124 | 2 | 0.1% | $285 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $30.44万 | 0.02% | 3,907 | 1,094 | 38.9% | $8.52万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.71万 | 0.02% | 4,798 | 1,158 | 31.8% | $7.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.83万 | 0.02% | 5,350 | -59 | -1.1% | -$3,400 | 减仓 |
| FTNT | FORTINET INC | $30.92万 | 0.02% | 2,013 | 2,013 | — | $30.92万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $31.10万 | 0.02% | 6,522 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $31.90万 | 0.02% | 3,973 | 332 | 9.1% | $2.67万 | 加仓 |
| ALL | ALLSTATE CORP | $32.05万 | 0.02% | 1,347 | 25 | 1.9% | $5,949 | 加仓 |
| GPC | GENUINE PARTS CO | $32.30万 | 0.02% | 2,738 | -515 | -15.8% | -$6.08万 | 减仓 |
| SMDV | PROSHARES TR | $32.34万 | 0.02% | 4,198 | 307 | 7.9% | $2.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.43万 | 0.02% | 235 | 235 | — | $32.43万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.08万 | 0.02% | 11,944 | -9,581 | -44.5% | -$26.54万 | 减仓 |
| NVS | NOVARTIS AG | $33.09万 | 0.02% | 2,112 | 407 | 23.9% | $6.38万 | 加仓 |
| BCO | BRINKS CO | $33.55万 | 0.02% | 3,551 | 174 | 5.2% | $1.64万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $33.79万 | 0.02% | 529 | 529 | — | $33.79万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $34.53万 | 0.02% | 11,732 | -749 | -6.0% | -$2.20万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $34.70万 | 0.02% | 3,785 | 122 | 3.3% | $1.12万 | 加仓 |
| ETN | EATON CORP PLC | $35.16万 | 0.02% | 825 | -48 | -5.5% | -$2.05万 | 减仓 |
| INTU | INTUIT | $35.28万 | 0.02% | 1,352 | -27,767 | -95.4% | -$724.47万 | 减仓 |
| EWJ | ISHARES INC | $35.39万 | 0.02% | 3,794 | -1,248 | -24.8% | -$11.64万 | 减仓 |
| IDA | IDACORP INC | $35.51万 | 0.02% | 2,347 | -587 | -20.0% | -$8.88万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $35.73万 | 0.02% | 2,227 | 459 | 26.0% | $7.36万 | 加仓 |