13F 机构持仓

HOWE & RUSLING INC

ROCHESTER NY · SEC CIK 0000769963

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$17.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 4.5%
IVV 3.7%
IUSG 3.7%
JPM 3.6%
AVGO 3.5%
VCIT 3.2%
AAPL 2.8%
IUSV 2.7%
GVI 2.5%
NVDA 2.1%

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
CRWD CROWDSTRIKE HLDGS INC $1,555.89万0.90%20,388 -711-3.4% -$54.26万 减仓
KLAC KLA CORP $1,586.17万0.92%52,573 8931.7% $26.94万 加仓
VYM VANGUARD WHITEHALL FDS $1,617.07万0.94%102,327 -1,886-1.8% -$29.80万 减仓
KO COCA COLA CO $1,636.56万0.95%201,373 1,6560.8% $13.46万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,649.09万0.96%276,275 48,76721.4% $291.09万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $1,675.28万0.97%136,080 -209-0.2% -$2.57万 减仓
IJR ISHARES TR $1,677.60万0.97%113,115 13,81713.9% $204.92万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $1,777.95万1.03%45,974 7,28118.8% $281.58万 加仓
MU MICRON TECHNOLOGY INC $1,840.43万1.07%15,944 -2,709-14.5% -$312.70万 减仓
GS GOLDMAN SACHS GROUP INC $1,875.78万1.09%18,547 2651.4% $26.80万 加仓
MS MORGAN STANLEY $2,000.37万1.16%95,693 1,0471.1% $21.89万 加仓
TJX TJX COS INC NEW $2,079.76万1.21%137,278 7820.6% $11.85万 加仓
CAT CATERPILLAR INC $2,186.22万1.27%20,530 -30-0.1% -$3.19万 减仓
NEE NEXTERA ENERGY INC $2,362.30万1.37%269,147 1,9020.7% $16.69万 加仓
META META PLATFORMS INC $2,366.28万1.37%42,008 4061.0% $22.87万 加仓
ABBV ABBVIE INC $2,463.58万1.43%97,901 10,55412.1% $265.58万 加仓
GOOG ALPHABET INC $2,556.10万1.48%72,343 -234-0.3% -$8.27万 减仓
VCSH VANGUARD SCOTTSDALE FDS $3,139.01万1.82%397,192 28,2877.7% $223.55万 加仓
— EXXON MOBIL CORP $3,191.74万1.85%233,451 -1,239-0.5% -$16.94万 减仓
AMZN AMAZON COM INC $3,498.40万2.03%146,782 2310.2% $5.51万 加仓
MSFT MICROSOFT CORP $3,525.25万2.04%94,506 4,6205.1% $172.33万 加仓
NVDA NVIDIA CORPORATION $3,674.72万2.13%183,653 3040.2% $6.08万 加仓
GVI ISHARES TR $4,370.90万2.54%411,980 17,2914.4% $183.45万 加仓
IUSV ISHARES TR $4,592.68万2.66%416,948 58,15716.2% $640.60万 加仓
AAPL APPLE INC $4,849.57万2.81%167,597 1,0790.6% $31.22万 加仓
VCIT VANGUARD SCOTTSDALE FDS $5,444.32万3.16%658,720 35,1195.6% $290.26万 加仓
AVGO BROADCOM INC $6,097.98万3.54%161,429 -212-0.1% -$8.01万 减仓
JPM JPMORGAN CHASE & CO $6,217.24万3.61%189,938 3,6382.0% $119.08万 加仓
IUSG ISHARES TR $6,392.33万3.71%339,855 1,1210.3% $21.08万 加仓
IVV ISHARES TR $6,437.93万3.73%85,966 5,9087.4% $442.45万 加仓
VTI VANGUARD INDEX FDS $7,714.22万4.47%208,470 15,5808.1% $576.52万 加仓