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 |
|---|---|---|---|---|---|---|---|---|
| AIQ | GLOBAL X FDS | $18.62万 | 0.01% | 3,989 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $18.18万 | 0.01% | 948 | 47 | 5.2% | $9,015 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $17.82万 | 0.01% | 3,677 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $17.35万 | 0.01% | 2,547 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $17.10万 | 0.01% | 1,013 | 451 | 80.2% | $7.62万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $16.21万 | 0.01% | 779 | -101 | -11.5% | -$2.10万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $16.06万 | 0.01% | 1,338 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $15.90万 | 0.01% | 3,178 | 3,178 | — | $15.90万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $15.64万 | 0.01% | 501 | 501 | — | $15.64万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $15.07万 | 0.01% | 4,574 | -5,126 | -52.8% | -$16.89万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $14.66万 | 0.01% | 20,142 | 20,142 | — | $14.66万 | 新建仓 |
| IMCB | ISHARES TR | $14.48万 | 0.01% | 1,736 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $13.91万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $13.34万 | 0.01% | 17,106 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $12.57万 | 0.01% | 3,980 | 391 | 10.9% | $1.23万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $12.51万 | 0.01% | 1,778 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $12.39万 | 0.01% | 1,765 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $12.24万 | 0.01% | 1,283 | -3,094 | -70.7% | -$29.53万 | 减仓 |
| EFA | ISHARES TR | $11.63万 | 0.01% | 1,197 | 447 | 59.6% | $4.34万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $11.44万 | 0.01% | 16,454 | 208 | 1.3% | $1,446 | 加仓 |
| SUSA | ISHARES TR | $11.23万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| BUXX | EA SERIES TRUST | $11.13万 | 0.01% | 5,500 | 5,500 | — | $11.13万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $10.92万 | 0.01% | 1,714 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $10.74万 | 0.01% | 3,520 | 50 | 1.4% | $1,525 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $10.28万 | 0.01% | 2,573 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $10.28万 | 0.01% | 1,875 | -775 | -29.2% | -$4.25万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $9.61万 | 0.01% | 334 | -21 | -5.9% | -$6,040 | 减仓 |
| IWP | ISHARES TR | $9.58万 | 0.01% | 748 | -1,578 | -67.8% | -$20.22万 | 减仓 |
| IWV | ISHARES TR | $9.35万 | 0.01% | 252 | -7 | -2.7% | -$2,597 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $9.02万 | 0.01% | 1,723 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8.93万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $8.71万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $8.70万 | 0.01% | 1,877 | -7 | -0.4% | -$324 | 减仓 |
| EFAV | ISHARES TR | $8.62万 | 0.01% | 943 | 12 | 1.3% | $1,096 | 加仓 |
| SPTM | SPDR SERIES TRUST | $8.31万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $8.12万 | 0.01% | 886 | -176 | -16.6% | -$1.61万 | 减仓 |
| BWX | SPDR SERIES TRUST | $8.08万 | 0.01% | 3,683 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $7.85万 | 0.01% | 1,146 | -715 | -38.4% | -$4.90万 | 减仓 |
| — | VANECK ETF TRUST | $7.81万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.41万 | 0.00% | 1,907 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $7.40万 | 0.00% | 1,875 | 1,875 | — | $7.40万 | 新建仓 |
| IHI | ISHARES TR | $7.36万 | 0.00% | 1,380 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $7.34万 | 0.00% | 750 | -459 | -38.0% | -$4.49万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $7.21万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.12万 | 0.00% | 710 | -282 | -28.4% | -$2.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7.07万 | 0.00% | 511 | 5 | 1.0% | $692 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.88万 | 0.00% | 1,101 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $6.79万 | 0.00% | 2,727 | -2,553 | -48.4% | -$6.36万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $6.64万 | 0.00% | 2,686 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $6.51万 | 0.00% | 884 | 205 | 30.2% | $1.51万 | 加仓 |
| MUB | ISHARES TR | $6.50万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $6.31万 | 0.00% | 1,443 | -373 | -20.5% | -$1.63万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6.21万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $6.18万 | 0.00% | 2,094 | 5 | 0.2% | $148 | 加仓 |
| VPU | VANGUARD WORLD FD | $6.14万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $6.13万 | 0.00% | 1,345 | 1,345 | — | $6.13万 | 新建仓 |
| ACWV | ISHARES INC | $6.12万 | 0.00% | 512 | 512 | — | $6.12万 | 新建仓 |
| IJH | ISHARES TR | $5.51万 | 0.00% | 816 | 751 | 1,155.4% | $5.07万 | 加仓 |
| SLI | STANDARD LITHIUM LTD | $5.46万 | 0.00% | 16,000 | -4,000 | -20.0% | -$1.36万 | 减仓 |
| IWS | ISHARES TR | $5.26万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $5.08万 | 0.00% | 2,179 | -111 | -4.8% | -$2,589 | 减仓 |
| SPYD | SPDR SERIES TRUST | $5.01万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $4.99万 | 0.00% | 526 | -179 | -25.4% | -$1.70万 | 减仓 |
| XBI | SPDR SERIES TRUST | $4.93万 | 0.00% | 386 | -50 | -11.5% | -$6,387 | 减仓 |
| VBR | VANGUARD INDEX FDS | $4.89万 | 0.00% | 225 | 225 | — | $4.89万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4.60万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $4.27万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4.19万 | 0.00% | 383 | 383 | — | $4.19万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $4.09万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $4.08万 | 0.00% | 1,347 | -141 | -9.5% | -$4,275 | 减仓 |
| MGC | VANGUARD WORLD FD | $4.05万 | 0.00% | 171 | -75 | -30.5% | -$1.77万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3.94万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $3.92万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $3.90万 | 0.00% | 664 | 664 | — | $3.90万 | 新建仓 |
| PFFD | GLOBAL X FDS | $3.64万 | 0.00% | 1,978 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $3.58万 | 0.00% | 1,041 | 0 | 0.0% | — | 重新持有 |
| IGM | ISHARES TR | $3.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $3.34万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3.33万 | 0.00% | 725 | -305 | -29.6% | -$1.40万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $3.28万 | 0.00% | 1,263 | -811 | -39.1% | -$2.11万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $3.20万 | 0.00% | 343 | -832 | -70.8% | -$7.76万 | 减仓 |
| RYLD | GLOBAL X FDS | $3.14万 | 0.00% | 2,098 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3.05万 | 0.00% | 410 | -340 | -45.3% | -$2.53万 | 减仓 |
| ESGE | ISHARES INC | $3.04万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $3.03万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $3.00万 | 0.00% | 133 | 133 | — | $3.00万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.99万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $2.91万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $2.87万 | 0.00% | 128 | 74 | 137.0% | $1.66万 | 加仓 |
| PAVE | GLOBAL X FDS | $2.73万 | 0.00% | 538 | -26 | -4.6% | -$1,321 | 减仓 |
| EPP | ISHARES INC | $2.66万 | 0.00% | 500 | 500 | — | $2.66万 | 新建仓 |
| DVYE | ISHARES INC | $2.65万 | 0.00% | 770 | 770 | — | $2.65万 | 新建仓 |
| IEO | ISHARES TR | $2.53万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.52万 | 0.00% | 864 | 96 | 12.5% | $2,796 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.51万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $2.50万 | 0.00% | 211 | 111 | 111.0% | $1.32万 | 加仓 |
| VOX | VANGUARD WORLD FD | $2.45万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $2.42万 | 0.00% | 214 | -44 | -17.1% | -$4,971 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2.41万 | 0.00% | 716 | -75 | -9.5% | -$2,525 | 减仓 |
| — | PRAIRIE OPER CO | $2.38万 | 0.00% | 11,700 | 0 | 0.0% | — | 不变 |