Ruggaard & Associates LLC
HUDSON OH · SEC CIK 0001971230
$2.52亿2026Q1 申报市值
122持仓数
46.5%前十大占比 · 第一大 5.9%
5 / 3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
VXUS 新建仓+$460.35万
IBHI 新建仓+$31.88万
DBEF 加仓+$28.18万
CGGO 加仓+$28.11万
SM 新建仓+$26.22万
2026Q1 卖出最多 按季末市值估算
QGRO 减仓-$504.52万
SPHQ 减仓-$46.96万
RSP 减仓-$33.01万
IJK 减仓-$31.27万
IJR 清仓-$25.98万
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $174.25万 | 0.69% | 13,201 | 493 | 3.9% | $6.51万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $182.02万 | 0.72% | 27,260 | -1,331 | -4.7% | -$8.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $198.38万 | 0.79% | 5,359 | 3 | 0.1% | $1,111 | 加仓 |
| DGRO | ISHARES TR | $215.05万 | 0.85% | 30,642 | 1,476 | 5.1% | $10.36万 | 加仓 |
| MINT | PIMCO ETF TR | $235.66万 | 0.93% | 23,432 | 1,570 | 7.2% | $15.79万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $290.46万 | 1.15% | 14,310 | -167 | -1.2% | -$3.39万 | 减仓 |
| IVV | ISHARES TR | $377.18万 | 1.49% | 5,774 | -195 | -3.3% | -$12.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $460.35万 | 1.82% | 59,701 | 59,701 | — | $460.35万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $651.24万 | 2.58% | 24,864 | -348 | -1.4% | -$9.11万 | 减仓 |
| AAPL | APPLE INC | $685.14万 | 2.71% | 26,996 | -30 | -0.1% | -$7,614 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $738.75万 | 2.93% | 103,859 | -2,599 | -2.4% | -$18.49万 | 减仓 |
| DBEF | DBX ETF TR | $739.09万 | 2.93% | 149,613 | 5,704 | 4.0% | $28.18万 | 加仓 |
| IWF | ISHARES TR | $751.72万 | 2.98% | 17,630 | -270 | -1.5% | -$11.51万 | 减仓 |
| WTV | WISDOMTREE TR | $758.51万 | 3.01% | 80,071 | 2,612 | 3.4% | $24.74万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $783.90万 | 3.11% | 264,296 | -868 | -0.3% | -$2.57万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $851.14万 | 3.37% | 81,038 | -48,036 | -37.2% | -$504.52万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $853.73万 | 3.38% | 255,837 | 8,423 | 3.4% | $28.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $869.97万 | 3.45% | 45,330 | -1,720 | -3.7% | -$33.01万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,054.49万 | 4.18% | 140,244 | -6,245 | -4.3% | -$46.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,102.61万 | 4.37% | 38,395 | -185 | -0.5% | -$5.31万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,123.90万 | 4.45% | 209,020 | 2,288 | 1.1% | $12.30万 | 加仓 |
| IBDU | ISHARES TR | $1,190.51万 | 4.72% | 511,829 | 9,294 | 1.8% | $21.62万 | 加仓 |
| IBHF | ISHARES TR | $1,212.37万 | 4.80% | 528,264 | 3,998 | 0.8% | $9.18万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,418.55万 | 5.62% | 634,983 | 10,245 | 1.6% | $22.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,429.67万 | 5.66% | 336,076 | -2,631 | -0.8% | -$11.19万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,486.67万 | 5.89% | 293,751 | 4,830 | 1.7% | $24.44万 | 加仓 |