HOWE & RUSLING INC
ROCHESTER NY · SEC CIK 0000769963
$15.32亿2026Q1 申报市值
477持仓数
31.6%前十大占比 · 第一大 4.0%
38 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1,048.85万
VCIT 加仓+$753.15万
VIK 新建仓+$270.18万
MSFT 加仓+$254.68万
MDLZ 加仓+$254.45万
2026Q1 卖出最多 按季末市值估算
VYM 减仓-$641.26万
PINS 清仓-$551.46万
BKNG 减仓-$295.27万
SPY 减仓-$285.83万
AVGO 减仓-$249.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $1,968.58万 | 1.28% | 119,062 | 2,375 | 2.0% | $39.27万 | 加仓 |
| GOOG | ALPHABET INC | $2,081.94万 | 1.36% | 72,577 | 312 | 0.4% | $8.95万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,143.55万 | 1.40% | 136,289 | 1,697 | 1.3% | $26.69万 | 加仓 |
| TJX | TJX COS INC NEW | $2,179.84万 | 1.42% | 136,496 | 1,187 | 0.9% | $18.96万 | 加仓 |
| META | META PLATFORMS INC | $2,380.20万 | 1.55% | 41,602 | 1,072 | 2.6% | $61.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,482.17万 | 1.62% | 267,245 | 3,818 | 1.4% | $35.46万 | 加仓 |
| — | HONEYWELL INTL INC | $2,767.16万 | 1.81% | 122,424 | 2,635 | 2.2% | $59.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,924.31万 | 1.91% | 368,905 | 30,749 | 9.1% | $243.75万 | 加仓 |
| AMZN | AMAZON COM INC | $3,052.22万 | 1.99% | 146,551 | 766 | 0.5% | $15.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,197.60万 | 2.09% | 183,349 | 591 | 0.3% | $10.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,327.29万 | 2.17% | 89,886 | 6,880 | 8.3% | $254.68万 | 加仓 |
| IUSV | ISHARES TR | $3,668.64万 | 2.39% | 358,791 | 9,474 | 2.7% | $96.87万 | 加仓 |
| — | EXXON MOBIL CORP | $3,981.75万 | 2.60% | 234,690 | 2,525 | 1.1% | $42.84万 | 加仓 |
| GVI | ISHARES TR | $4,210.54万 | 2.75% | 394,689 | 20,924 | 5.6% | $223.22万 | 加仓 |
| AAPL | APPLE INC | $4,226.06万 | 2.76% | 166,518 | -988 | -0.6% | -$25.07万 | 减仓 |
| AVGO | BROADCOM INC | $5,002.94万 | 3.26% | 161,641 | -8,046 | -4.7% | -$249.03万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,160.30万 | 3.37% | 623,601 | 91,015 | 17.1% | $753.15万 | 加仓 |
| IVV | ISHARES TR | $5,229.44万 | 3.41% | 80,058 | -1,087 | -1.3% | -$71.00万 | 减仓 |
| IUSG | ISHARES TR | $5,254.11万 | 3.43% | 338,734 | 16,137 | 5.0% | $250.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,480.21万 | 3.58% | 186,300 | -531 | -0.3% | -$15.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,188.12万 | 4.04% | 192,890 | 7,105 | 3.8% | $227.94万 | 加仓 |