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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $41.75万 | 0.03% | 1,312 | -6 | -0.5% | -$1,909 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $41.48万 | 0.03% | 1,294 | -14 | -1.1% | -$4,488 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $41.07万 | 0.03% | 5,393 | -5,811 | -51.9% | -$44.26万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $40.72万 | 0.03% | 2,782 | 875 | 45.9% | $12.81万 | 加仓 |
| BA | BOEING CO | $40.29万 | 0.03% | 2,024 | 49 | 2.5% | $9,754 | 加仓 |
| DOW | DOW HLDGS INC | $40.06万 | 0.03% | 9,618 | -235 | -2.4% | -$9,788 | 减仓 |
| CAH | CARDINAL HEALTH INC | $38.71万 | 0.03% | 1,832 | -51 | -2.7% | -$1.08万 | 减仓 |
| IUSB | ISHARES TR | $37.09万 | 0.02% | 8,029 | -300 | -3.6% | -$1.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.95万 | 0.02% | 2,526 | 31 | 1.2% | $4,534 | 加仓 |
| IWN | ISHARES TR | $36.85万 | 0.02% | 1,943 | -165 | -7.8% | -$3.13万 | 减仓 |
| ICLN | ISHARES TR | $36.46万 | 0.02% | 19,932 | 1,200 | 6.4% | $2.19万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $36.35万 | 0.02% | 24,105 | 3,182 | 15.2% | $4.80万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $36.27万 | 0.02% | 4,985 | 406 | 8.9% | $2.95万 | 加仓 |
| SYY | SYSCO CORP | $36.15万 | 0.02% | 5,069 | 1,955 | 62.8% | $13.94万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $35.82万 | 0.02% | 8,774 | 2,039 | 30.3% | $8.33万 | 加仓 |
| TGT | TARGET CORP | $35.76万 | 0.02% | 2,951 | 90 | 3.1% | $1.09万 | 加仓 |
| DORM | DORMAN PRODS INC | $35.59万 | 0.02% | 3,410 | 832 | 32.3% | $8.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $35.31万 | 0.02% | 808 | 9 | 1.1% | $3,933 | 加仓 |
| BCO | BRINKS CO | $35.00万 | 0.02% | 3,377 | -1,748 | -34.1% | -$18.11万 | 重新持有 |
| LOB | LIVE OAK BANCSHARES INC | $34.86万 | 0.02% | 10,541 | -1,244 | -10.6% | -$4.11万 | 减仓 |
| GPC | GENUINE PARTS CO | $34.40万 | 0.02% | 3,253 | -1,813 | -35.8% | -$19.17万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $33.37万 | 0.02% | 4,452 | -412 | -8.5% | -$3.09万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.27万 | 0.02% | 1,362 | -25 | -1.8% | -$6,106 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $33.18万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $33.03万 | 0.02% | 3,810 | -575 | -13.1% | -$4.98万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.81万 | 0.02% | 5,409 | -80 | -1.5% | -$4,852 | 减仓 |
| CXT | CRANE NXT CO | $32.73万 | 0.02% | 8,064 | 1,361 | 20.3% | $5.52万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $32.64万 | 0.02% | 8,950 | 1,218 | 15.8% | $4.44万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $32.27万 | 0.02% | 3,936 | 346 | 9.6% | $2.84万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $32.17万 | 0.02% | 416 | -18 | -4.1% | -$1.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.00万 | 0.02% | 12,481 | -40,803 | -76.6% | -$104.62万 | 减仓 |
| IWD | ISHARES TR | $31.95万 | 0.02% | 1,495 | 182 | 13.9% | $3.89万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $31.84万 | 0.02% | 3,300 | 3,300 | — | $31.84万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.42万 | 0.02% | 3,812 | -1,196 | -23.9% | -$9.86万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.23万 | 0.02% | 3,153 | 428 | 15.7% | $4.24万 | 加仓 |
| ETN | EATON CORP PLC | $31.22万 | 0.02% | 873 | -79 | -8.3% | -$2.83万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $31.22万 | 0.02% | 3,663 | -7 | -0.2% | -$597 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $30.98万 | 0.02% | 1,189 | 333 | 38.9% | $8.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.79万 | 0.02% | 668 | -12 | -1.8% | -$5,532 | 减仓 |
| AGCO | AGCO CORP | $30.21万 | 0.02% | 2,607 | -192 | -6.9% | -$2.22万 | 减仓 |
| BDC | BELDEN INC | $29.63万 | 0.02% | 2,580 | -201 | -7.2% | -$2.31万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $29.14万 | 0.02% | 1,768 | 117 | 7.1% | $1.93万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $28.93万 | 0.02% | 6,522 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $28.92万 | 0.02% | 3,641 | 6 | 0.2% | $477 | 加仓 |
| AMT | AMERICAN TOWER CORP | $28.78万 | 0.02% | 1,668 | -24 | -1.4% | -$4,141 | 减仓 |
| IAUM | ISHARES GOLD TR | $28.41万 | 0.02% | 6,084 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $28.36万 | 0.02% | 1,730 | -129 | -6.9% | -$2.11万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $28.28万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $27.41万 | 0.02% | 1,322 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.31万 | 0.02% | 5,176 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $27.16万 | 0.02% | 1,254 | 333 | 36.2% | $7.21万 | 加仓 |
| SDY | SPDR SERIES TRUST | $27.04万 | 0.02% | 1,853 | -96 | -4.9% | -$1.40万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $27.03万 | 0.02% | 5,409 | 421 | 8.4% | $2.10万 | 加仓 |
| SMDV | PROSHARES TR | $26.77万 | 0.02% | 3,891 | 706 | 22.2% | $4.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.36万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $26.05万 | 0.02% | 1,705 | -191 | -10.1% | -$2.92万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.91万 | 0.02% | 3,640 | 3,640 | — | $25.91万 | 新建仓 |
| DSI | ISHARES TR | $25.72万 | 0.02% | 2,122 | 9 | 0.4% | $1,091 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $25.58万 | 0.02% | 11,486 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $25.34万 | 0.02% | 5,071 | -376 | -6.9% | -$1.88万 | 减仓 |
| NOW | SERVICENOW INC | $25.11万 | 0.02% | 2,402 | -603 | -20.1% | -$6.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.58万 | 0.02% | 1,143 | -162 | -12.4% | -$3.48万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $24.39万 | 0.02% | 2,107 | -54 | -2.5% | -$6,252 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $24.35万 | 0.02% | 2,136 | 2,136 | — | $24.35万 | 新建仓 |
| IYT | ISHARES TR | $24.20万 | 0.02% | 3,244 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $24.10万 | 0.02% | 1,112 | -1,334 | -54.5% | -$28.91万 | 减仓 |
| MCO | MOODYS CORP | $24.07万 | 0.02% | 552 | -3 | -0.5% | -$1,308 | 减仓 |
| MEI | METHODE ELECTRS INC | $24.02万 | 0.02% | 43,507 | -6,310 | -12.7% | -$3.48万 | 减仓 |
| — | ELECTRONIC ARTS INC | $23.91万 | 0.02% | 1,173 | -5 | -0.4% | -$1,019 | 减仓 |
| CMCSA | COMCAST CORP NEW | $23.82万 | 0.02% | 8,297 | -118 | -1.4% | -$3,388 | 减仓 |
| SMH | VANECK ETF TRUST | $23.48万 | 0.02% | 612 | 25 | 4.3% | $9,591 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $23.45万 | 0.02% | 7,230 | -1,546 | -17.6% | -$5.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.83万 | 0.01% | 1,069 | -727 | -40.5% | -$15.53万 | 重新持有 |
| AEIS | ADVANCED ENERGY INDS | $22.82万 | 0.01% | 707 | -969 | -57.8% | -$31.27万 | 减仓 |
| — | EAGLE FINL SVCS INC | $22.74万 | 0.01% | 6,500 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $22.65万 | 0.01% | 3,697 | 1,717 | 86.7% | $10.52万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $22.56万 | 0.01% | 7,733 | 49 | 0.6% | $1,430 | 加仓 |
| VV | VANGUARD INDEX FDS | $22.54万 | 0.01% | 754 | 1 | 0.1% | $299 | 加仓 |
| DG | DOLLAR GEN CORP | $22.53万 | 0.01% | 1,897 | 1,897 | — | $22.53万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $22.26万 | 0.01% | 9,172 | -7,575 | -45.2% | -$18.39万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $22.26万 | 0.01% | 4,913 | 4,913 | — | $22.26万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.24万 | 0.01% | 849 | -491 | -36.6% | -$12.86万 | 减仓 |
| SOLV | SOLVENTUM CORP | $22.12万 | 0.01% | 3,388 | 1 | 0.0% | $65 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $22.06万 | 0.01% | 2,813 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.98万 | 0.01% | 5,720 | 1,152 | 25.2% | $4.43万 | 重新持有 |
| AGG | ISHARES TR | $21.80万 | 0.01% | 2,196 | -3,432 | -61.0% | -$34.07万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $21.80万 | 0.01% | 1,180 | 1,180 | — | $21.80万 | 新建仓 |
| CTAS | CINTAS CORP | $21.60万 | 0.01% | 1,277 | -13 | -1.0% | -$2,199 | 减仓 |
| APP | APPLOVIN CORP | $21.49万 | 0.01% | 540 | -10 | -1.8% | -$3,980 | 减仓 |
| SGOV | ISHARES TR | $21.46万 | 0.01% | 2,132 | -1,397 | -39.6% | -$14.06万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $21.14万 | 0.01% | 1,026 | -24 | -2.3% | -$4,945 | 减仓 |
| GDX | VANECK ETF TRUST | $20.94万 | 0.01% | 2,282 | 431 | 23.3% | $3.96万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $20.83万 | 0.01% | 8,174 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.65万 | 0.01% | 4,680 | -1,708 | -26.7% | -$7.54万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.09万 | 0.01% | 3,567 | 3,567 | — | $20.09万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $19.96万 | 0.01% | 1,562 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $19.68万 | 0.01% | 2,277 | 437 | 23.8% | $3.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $19.51万 | 0.01% | 3,988 | -869 | -17.9% | -$4.25万 | 减仓 |
| — | ETF SER SOLUTIONS | $19.19万 | 0.01% | 3,397 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $18.78万 | 0.01% | 2,694 | 0 | 0.0% | — | 不变 |