13F 机构持仓

HOWE & RUSLING INC

ROCHESTER NY · SEC CIK 0000769963

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.0%
JPM 3.6%
IUSG 3.4%
IVV 3.4%
VCIT 3.4%
AVGO 3.3%
AAPL 2.8%
GVI 2.7%
EXXON MOBIL CO 2.6%
IUSV 2.4%

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
PINS PINTEREST INC $00.00%0 -213,001-100.0% -$551.46万 清仓
SPAB SPDR SERIES TRUST $00.00%0 -14,540-100.0% -$37.44万 清仓
CRM SALESFORCE INC $00.00%0 -1,307-100.0% -$34.62万 清仓
RRX REGAL REXNORD CORPORATION $00.00%0 -2,310-100.0% -$32.42万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -1,434-100.0% -$26.61万 清仓
ZTS ZOETIS INC $00.00%0 -2,109-100.0% -$26.54万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -901-100.0% -$23.18万 清仓
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
SOFI SOFI TECHNOLOGIES INC $00.00%0 -8,341-100.0% -$21.84万 清仓
SNOW SNOWFLAKE INC $00.00%0 -978-100.0% -$21.45万 清仓
UMI USCF ETF TR $00.00%0 -4,301-100.0% -$21.11万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -2,089-100.0% -$20.87万 清仓
DOX AMDOCS LTD $00.00%0 -2,534-100.0% -$20.40万 清仓
TDIV FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
EUFN ISHARES TR $00.00%0 -4,924-100.0% -$18.26万 清仓
IWL ISHARES TR $00.00%0 -919-100.0% -$15.68万 清仓
DLN WISDOMTREE TR $00.00%0 -1,618-100.0% -$14.25万 清仓
TIP ISHARES TR $00.00%0 -748-100.0% -$8.23万 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 -3,080-100.0% -$7.91万 清仓
CRML CRITICAL METALS CORP $00.00%0 -10,050-100.0% -$6.97万 清仓
PSI INVESCO EXCHANGE TRADED FD T $00.00%0 -753-100.0% -$5.94万 清仓
AAPL APPLE INC 看涨期权 $00.00%0 -200-100.0% -$5.44万 清仓
IJS ISHARES TR $00.00%0 -401-100.0% -$4.56万 清仓
SPTL SPDR SERIES TRUST $00.00%0 -1,395-100.0% -$3.69万 清仓
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 -558-100.0% -$3.11万 清仓
VONE VANGUARD SCOTTSDALE FDS $00.00%0 -80-100.0% -$2.48万 清仓
VXF VANGUARD INDEX FDS $00.00%0 —— — 申报中断
FDLO FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
— SUMMIT HOTEL PPTYS $00.00%0 -15,000-100.0% -$1.49万 清仓
VHT VANGUARD WORLD FD $00.00%0 -40-100.0% -$1.15万 清仓
IWO ISHARES TR $00.00%0 —— — 申报中断
ISTB ISHARES TR $00.00%0 -157-100.0% -$7,654 清仓
VNQI VANGUARD INTL EQUITY INDEX F $00.00%0 -145-100.0% -$6,647 清仓
EXI ISHARES TR $00.00%0 -30-100.0% -$5,261 清仓
ANGL VANECK ETF TRUST $00.00%0 -167-100.0% -$4,904 清仓
LIT GLOBAL X FDS $00.00%0 -75-100.0% -$4,865 清仓
VCLT VANGUARD SCOTTSDALE FDS $00.00%0 -50-100.0% -$3,793 清仓
QTUM ETF SER SOLUTIONS $00.00%0 -30-100.0% -$3,303 清仓
IOO ISHARES TR $00.00%0 -25-100.0% -$3,167 清仓
IWC ISHARES TR $00.00%0 -20-100.0% -$3,154 清仓
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 -8-100.0% -$1,254 清仓
IFRA ISHARES TR $00.00%0 -17-100.0% -$895 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -16-100.0% -$884 清仓
ITB ISHARES TR $00.00%0 -9-100.0% -$867 清仓
MLPA GLOBAL X FDS $540.00%1 00.0% — 不变
SHY ISHARES TR $830.00%1 -315-99.7% -$2.61万 减仓
SCHM SCHWAB STRATEGIC TR $1560.00%5 -780-99.4% -$2.43万 重新持有
RSPU INVESCO EXCHANGE TRADED FD T $1680.00%2 00.0% — 不变
— GABELLI EQUITY TR INC $1890.00%26,890 26,890— $189 新建仓
IHF ISHARES TR $2520.00%6 3100.0% $126 加仓
EMB ISHARES TR $4700.00%5 00.0% — 不变
SPYM SPDR SERIES TRUST $6280.00%8 00.0% — 不变
DLS WISDOMTREE TR $1,1410.00%14 00.0% — 不变
HYMB SPDR SERIES TRUST $1,1910.00%48 00.0% — 不变
ISCF ISHARES TR $1,6300.00%39 00.0% — 不变
FDEM FIDELITY COVINGTON TRUST $1,6430.00%52 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $1,6440.00%35 00.0% — 不变
BLV VANGUARD BD INDEX FDS $1,6510.00%24 -319-93.0% -$2.19万 减仓
SLYV SPDR SERIES TRUST $2,3020.00%24 00.0% — 不变
FDVV FIDELITY COVINGTON TRUST $2,3190.00%42 00.0% — 不变
GOVT ISHARES TR $2,3230.00%101 -694-87.3% -$1.60万 减仓
— VANECK ETF TRUST $2,6530.00%103 103— $2,653 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $2,7160.00%60 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $2,7570.00%76 76— $2,757 新建仓
— PROSHARES TR $2,7810.00%40 40— $2,781 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $2,8210.00%45 37462.5% $2,319 加仓
XTL SPDR SERIES TRUST $2,8210.00%15 15— $2,821 新建仓
EEM ISHARES TR $2,8400.00%50 00.0% — 不变
IJK ISHARES TR $3,1060.00%31 00.0% — 不变
IPAC ISHARES TR $3,3810.00%44 00.0% — 不变
RING ISHARES INC $3,5550.00%45 45— $3,555 新建仓
IJT ISHARES TR $3,6080.00%25 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $3,7990.00%126 00.0% — 不变
DFEV DIMENSIONAL ETF TRUST $4,0030.00%112 00.0% — 不变
GAB GABELLI EQUITY TR INC $4,0770.00%728 728— $4,077 新建仓
EBND SPDR SERIES TRUST $4,1490.00%201 -2-1.0% -$41 减仓
FDMO FIDELITY COVINGTON TRUST $4,3810.00%55 55— $4,381 新建仓
FNDE SCHWAB STRATEGIC TR $4,4390.00%116 -1,397-92.3% -$5.35万 减仓
IDEV ISHARES TR $4,5970.00%55 55— $4,597 新建仓
DEM WISDOMTREE TR $5,2180.00%105 00.0% — 不变
VFH VANGUARD WORLD FD $5,9200.00%49 -49-50.0% -$5,920 减仓
PICK ISHARES INC $5,9990.00%106 00.0% — 不变
IDV ISHARES TR $6,0010.00%141 00.0% — 不变
XOP SPDR SERIES TRUST $6,3650.00%35 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $6,8160.00%47 00.0% — 不变
FSMD FIDELITY COVINGTON TRUST $6,9410.00%155 00.0% — 不变
FQAL FIDELITY COVINGTON TRUST $7,1530.00%99 11.0% $72 加仓
MDYV SPDR SERIES TRUST $7,9190.00%93 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $8,6220.00%324 -3,433-91.4% -$9.14万 减仓
PKB INVESCO EXCHANGE TRADED FD T $8,7820.00%90 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $8,8460.00%100 00.0% — 不变
SIL GLOBAL X FDS $9,0080.00%100 00.0% — 不变
URA GLOBAL X FDS $9,2990.00%192 00.0% — 不变
IXN ISHARES TR $9,3980.00%94 -72-43.4% -$7,198 减仓
SCZ ISHARES TR $1.01万0.00%129 -8-5.8% -$627 减仓
— ISHARES INC $1.13万0.00%250 250— $1.13万 新建仓
VONG VANGUARD SCOTTSDALE FDS $1.14万0.00%104 00.0% — 不变
— WELLS FARGO & CO $1.16万0.00%10 00.0% — 不变
— ISHARES INC $1.22万0.00%251 251— $1.22万 新建仓
SCHK SCHWAB STRATEGIC TR $1.27万0.00%405 6619.5% $2,069 加仓