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 |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | $30.45万 | 0.12% | 4,041 | -155 | -3.7% | -$1.17万 | 减仓 |
| IWS | ISHARES TR | $29.98万 | 0.12% | 2,057 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $29.19万 | 0.12% | 1,600 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $28.51万 | 0.11% | 1,785 | -141 | -7.3% | -$2.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.38万 | 0.11% | 801 | -72 | -8.2% | -$2.46万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $27.14万 | 0.11% | 5,440 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $26.22万 | 0.10% | 8,410 | 8,410 | — | $26.22万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.17万 | 0.10% | 3,233 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.06万 | 0.10% | 12,987 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $24.87万 | 0.10% | 693 | 2 | 0.3% | $718 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.82万 | 0.10% | 9,887 | -375 | -3.7% | -$9,413 | 减仓 |
| DHI | D R HORTON INC | $24.07万 | 0.10% | 1,754 | -53 | -2.9% | -$7,272 | 减仓 |
| MMM | 3M CO | $23.24万 | 0.09% | 1,600 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $22.04万 | 0.09% | 1,550 | 1,550 | — | $22.04万 | 新建仓 |
| COWZ | PACER FDS TR | $21.71万 | 0.09% | 3,470 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $21.13万 | 0.08% | 4,746 | 4,746 | — | $21.13万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $21.10万 | 0.08% | 496 | 21 | 4.4% | $8,934 | 加仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $20.93万 | 0.08% | 18,772 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $20.47万 | 0.08% | 12,551 | 1,884 | 17.7% | $3.07万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $20.28万 | 0.08% | 14,015 | 0 | 0.0% | — | 不变 |
| — | KAMADA LTD | $10.51万 | 0.04% | 12,600 | 76 | 0.6% | $634 | 加仓 |
| ABEV | AMBEV SA | $2.92万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,162 | -100.0% | -$25.98万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -112 | -100.0% | -$22.56万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -5 | -100.0% | -$3,410 | 清仓 |