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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $31.18万 | 0.11% | 1,894 | -163 | -7.9% | -$2.68万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.16万 | 0.11% | 750 | 1 | 0.1% | $415 | 加仓 |
| MCD | MCDONALDS CORP | $29.72万 | 0.11% | 1,099 | -177 | -13.9% | -$4.79万 | 减仓 |
| ENB | ENBRIDGE INC | $29.30万 | 0.11% | 5,405 | 5,405 | — | $29.30万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.63万 | 0.10% | 9,885 | -2 | -0.0% | -$58 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $27.52万 | 0.10% | 5,440 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.12万 | 0.10% | 769 | -258 | -25.1% | -$9.10万 | 减仓 |
| ALC | ALCON AG | $27.12万 | 0.10% | 4,041 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.24万 | 0.09% | 3,233 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $25.91万 | 0.09% | 1,600 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $24.83万 | 0.09% | 12,987 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $24.80万 | 0.09% | 18,772 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $24.21万 | 0.09% | 16,665 | 2,650 | 18.9% | $3.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.81万 | 0.09% | 467 | 467 | — | $23.81万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $22.80万 | 0.08% | 3,970 | 3,970 | — | $22.80万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.58万 | 0.08% | 2,489 | -730 | -22.7% | -$6.62万 | 减仓 |
| SM | SM ENERGY COMPANY | $22.47万 | 0.08% | 8,610 | 200 | 2.4% | $5,220 | 加仓 |
| GOOG | ALPHABET INC | $22.15万 | 0.08% | 627 | 627 | — | $22.15万 | 新建仓 |
| SOXX | ISHARES TR | $22.11万 | 0.08% | 345 | 345 | — | $22.11万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.04万 | 0.08% | 1,455 | -330 | -18.5% | -$5.00万 | 减仓 |
| COWZ | PACER FDS TR | $21.58万 | 0.08% | 3,470 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $21.30万 | 0.08% | 4,991 | 245 | 5.2% | $1.05万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $20.16万 | 0.07% | 3,205 | 3,205 | — | $20.16万 | 新建仓 |
| SD | SANDRIDGE ENERGY INC | $17.21万 | 0.06% | 12,561 | 10 | 0.1% | $137 | 加仓 |
| — | KAMADA LTD | $9.25万 | 0.03% | 12,600 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $5.75万 | 0.02% | 29,955 | 29,955 | — | $5.75万 | 新建仓 |
| ABEV | AMBEV SA | $3.14万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ZEVIA PBC | $2.77万 | 0.01% | 17,000 | 17,000 | — | $2.77万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -854 | -100.0% | -$41.99万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$24.07万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -1,550 | -100.0% | -$22.04万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -496 | -100.0% | -$21.10万 | 清仓 |