HOWE & RUSLING INC
ROCHESTER NY · SEC CIK 0000769963
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $2.94万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.93万 | 0.00% | 729 | 171 | 30.6% | $6,873 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $2.89万 | 0.00% | 978 | 978 | — | $2.89万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $2.69万 | 0.00% | 554 | -1,323 | -70.5% | -$6.42万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.65万 | 0.00% | 784 | -80 | -9.3% | -$2,706 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.65万 | 0.00% | 295 | 250 | 555.6% | $2.25万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.59万 | 0.00% | 105 | 5 | 5.0% | $1,231 | 重新持有 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $2.58万 | 0.00% | 211 | 211 | — | $2.58万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $2.53万 | 0.00% | 330 | -181 | -35.4% | -$1.39万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.51万 | 0.00% | 522 | 217 | 71.1% | $1.04万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2.51万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $2.47万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.41万 | 0.00% | 135 | 110 | 440.0% | $1.96万 | 加仓 |
| IEO | ISHARES TR | $2.22万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $2.15万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $2.11万 | 0.00% | 273 | -1,505 | -84.6% | -$11.63万 | 减仓 |
| USMV | ISHARES TR | $2.05万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $2.03万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.77万 | 0.00% | 49 | -452 | -90.2% | -$16.29万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1.75万 | 0.00% | 133 | 84 | 171.4% | $1.11万 | 加仓 |
| EEM | ISHARES TR | $1.71万 | 0.00% | 250 | 200 | 400.0% | $1.37万 | 加仓 |
| SIL | GLOBAL X FDS | $1.70万 | 0.00% | 220 | 120 | 120.0% | $9,296 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.69万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1.67万 | 0.00% | 705 | -43 | -5.7% | -$1,018 | 减仓 |
| SMLF | ISHARES TR | $1.65万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.60万 | 0.00% | 301 | 301 | — | $1.60万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $1.60万 | 0.00% | 107 | 1 | 0.9% | $149 | 加仓 |
| DVY | ISHARES TR | $1.56万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.53万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $1.46万 | 0.00% | 406 | 1 | 0.2% | $36 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.33万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $1.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1.30万 | 0.00% | 112 | 5 | 4.7% | $580 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.27万 | 0.00% | 173 | -711 | -80.4% | -$5.22万 | 减仓 |
| — | WELLS FARGO & CO | $1.16万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $1.12万 | 0.00% | 61 | -75 | -55.1% | -$1.38万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.11万 | 0.00% | 481 | 481 | — | $1.11万 | 新建仓 |
| GNMA | ISHARES TR | $1.09万 | 0.00% | 247 | 247 | — | $1.09万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $1.01万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $9,990 | 0.00% | 389 | 389 | — | $9,990 | 新建仓 |
| IYF | ISHARES TR | $9,946 | 0.00% | 78 | 78 | — | $9,946 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $9,338 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $8,822 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $8,442 | 0.00% | 11,700 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $8,391 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $8,041 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $7,997 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $6,952 | 0.00% | 228 | -1,119 | -83.1% | -$3.41万 | 减仓 |
| PICK | ISHARES INC | $6,164 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $6,049 | 0.00% | 219 | 219 | — | $6,049 | 新建仓 |
| IDV | ISHARES TR | $5,842 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $5,648 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $5,497 | 0.00% | 100 | 100 | — | $5,497 | 新建仓 |
| XOP | SPDR SERIES TRUST | $5,400 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY COVINGTON TRUST | $5,033 | 0.00% | 74 | -171 | -69.8% | -$1.16万 | 重新持有 |
| DFGR | DIMENSIONAL ETF TRUST | $4,838 | 0.00% | 167 | 167 | — | $4,838 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $4,773 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $4,258 | 0.00% | 15 | 15 | — | $4,258 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $4,184 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $3,870 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3,632 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $3,514 | 0.00% | 25 | 25 | — | $3,514 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,324 | 0.00% | 73 | 73 | — | $3,324 | 新建仓 |
| RING | ISHARES INC | $2,907 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $2,889 | 0.00% | 25 | 25 | — | $2,889 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $2,669 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $2,497 | 0.00% | 40 | 40 | — | $2,497 | 新建仓 |
| — | VANECK ETF TRUST | $2,442 | 0.00% | 95 | -8 | -7.8% | -$206 | 减仓 |
| IWO | ISHARES TR | $2,364 | 0.00% | 6 | -24 | -80.0% | -$9,456 | 重新持有 |
| GOVT | ISHARES TR | $2,310 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FDEM | FIDELITY COVINGTON TRUST | $1,890 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $1,689 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $1,222 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $1,174 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $483 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $185 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $169 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -51,701 | -100.0% | -$1,025.18万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -6,214 | -100.0% | -$71.70万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -9,638 | -100.0% | -$51.61万 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -20,397 | -100.0% | -$46.26万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,580 | -100.0% | -$29.63万 | 清仓 |
| SCL | STEPAN CO | $0 | 0.00% | 0 | -5,071 | -100.0% | -$25.34万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,720 | -100.0% | -$21.98万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,277 | -100.0% | -$21.60万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,132 | -100.0% | -$21.46万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,026 | -100.0% | -$21.14万 | 清仓 |
| SCMB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,174 | -100.0% | -$20.83万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -779 | -100.0% | -$16.21万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -3,178 | -100.0% | -$15.90万 | 清仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $0 | 0.00% | 0 | -20,142 | -100.0% | -$14.66万 | 清仓 |
| BUXX | EA SERIES TRUST | $0 | 0.00% | 0 | -5,500 | -100.0% | -$11.13万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,723 | -100.0% | -$9.02万 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -914 | -100.0% | -$8.93万 | 清仓 |
| BWX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,683 | -100.0% | -$8.08万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -1,875 | -100.0% | -$7.40万 | 清仓 |
| HEZU | ISHARES TR | $0 | 0.00% | 0 | -1,443 | -100.0% | -$6.31万 | 清仓 |
| EWU | ISHARES TR | $0 | 0.00% | 0 | -1,345 | -100.0% | -$6.13万 | 清仓 |