Ruggaard & Associates LLC
HUDSON OH · SEC CIK 0001971230
$2.79亿2026Q2 申报市值
128持仓数
45.4%前十大占比 · 第一大 5.9%
9 / 4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
FIGR 新建仓+$149.75万
VXUS 加仓+$72.97万
IVV 加仓+$47.33万
CGGO 加仓+$43.63万
IBDU 加仓+$39.11万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$63.85万
CGCP 减仓-$47.88万
TMO 清仓-$41.99万
IWF 减仓-$36.36万
AAPL 减仓-$35.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $152.83万 | 0.55% | 6,412 | 747 | 13.2% | $17.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $153.47万 | 0.55% | 3,214 | -1 | -0.0% | -$478 | 减仓 |
| VUG | VANGUARD INDEX FDS | $164.54万 | 0.59% | 19,101 | 447 | 2.4% | $3.85万 | 加仓 |
| TXN | TEXAS INSTRS INC | $165.09万 | 0.59% | 5,539 | 103 | 1.9% | $3.07万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $167.78万 | 0.60% | 53,364 | 939 | 1.8% | $2.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $169.42万 | 0.61% | 17,718 | 647 | 3.8% | $6.19万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $185.55万 | 0.67% | 20,344 | 95 | 0.5% | $8,665 | 加仓 |
| MSFT | MICROSOFT CORP | $198.68万 | 0.71% | 5,326 | -33 | -0.6% | -$1.23万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $206.60万 | 0.74% | 26,476 | -784 | -2.9% | -$6.12万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $218.55万 | 0.78% | 14,088 | -222 | -1.6% | -$3.44万 | 减仓 |
| MINT | PIMCO ETF TR | $255.57万 | 0.92% | 25,352 | 1,920 | 8.2% | $19.36万 | 加仓 |
| DGRO | ISHARES TR | $259.78万 | 0.93% | 34,276 | 3,634 | 11.9% | $27.54万 | 加仓 |
| IVV | ISHARES TR | $479.76万 | 1.72% | 6,406 | 632 | 10.9% | $47.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $583.36万 | 2.09% | 68,237 | 8,536 | 14.3% | $72.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $742.21万 | 2.66% | 24,486 | -378 | -1.5% | -$11.46万 | 减仓 |
| AAPL | APPLE INC | $745.36万 | 2.67% | 25,759 | -1,237 | -4.6% | -$35.79万 | 减仓 |
| IWF | ISHARES TR | $839.29万 | 3.01% | 67,592 | -2,928 | -4.2% | -$36.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $841.97万 | 3.02% | 102,255 | -1,604 | -1.5% | -$13.21万 | 减仓 |
| WTV | WISDOMTREE TR | $843.03万 | 3.02% | 82,878 | 2,807 | 3.5% | $28.55万 | 加仓 |
| DBEF | DBX ETF TR | $849.59万 | 3.05% | 155,517 | 5,904 | 3.9% | $32.25万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $884.58万 | 3.17% | 264,134 | -162 | -0.1% | -$5,425 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $900.63万 | 3.23% | 42,329 | -3,001 | -6.6% | -$63.85万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $992.44万 | 3.56% | 84,069 | 3,031 | 3.7% | $35.78万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,126.58万 | 4.04% | 266,143 | 10,306 | 4.0% | $43.63万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,141.72万 | 4.10% | 213,405 | 4,385 | 2.1% | $23.46万 | 加仓 |
| IBHF | ISHARES TR | $1,191.08万 | 4.27% | 525,863 | -2,401 | -0.5% | -$5.44万 | 减仓 |
| IBDU | ISHARES TR | $1,224.51万 | 4.39% | 528,717 | 16,888 | 3.3% | $39.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,229.03万 | 4.41% | 152,542 | -1,038 | -0.7% | -$8.36万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,245.67万 | 4.47% | 138,254 | -1,990 | -1.4% | -$17.93万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,367.50万 | 4.91% | 613,503 | -21,480 | -3.4% | -$47.88万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,495.83万 | 5.37% | 295,794 | 2,043 | 0.7% | $10.33万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,645.01万 | 5.90% | 333,808 | -2,268 | -0.7% | -$11.18万 | 减仓 |