Ruggiero Investments, Inc.
WEST PALM BEACH FL · SEC CIK 0002110677
$1.03亿2026Q1 申报市值
78持仓数
53.0%前十大占比 · 第一大 10.9%
11 / 7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
XLE 加仓+$180.79万
SPY 加仓+$153.09万
SPDW 新建仓+$137.74万
BIL 加仓+$136.80万
BSCR 新建仓+$100.80万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$705.49万
AAPL 减仓-$50.78万
ISRG 清仓-$45.25万
SLV 清仓-$39.55万
UBER 清仓-$38.26万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1,123.42万 | 10.86% | 64,416 | -965 | -1.5% | -$16.83万 | 减仓 |
| SPY | STATE STREET SPDR S&P | $840.09万 | 8.12% | 12,918 | 2,354 | 22.3% | $153.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $716.11万 | 6.92% | 12,407 | -12,223 | -49.6% | -$705.49万 | 减仓 |
| AAPL | APPLE INC | $709.66万 | 6.86% | 27,963 | -2,001 | -6.7% | -$50.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $479.13万 | 4.63% | 12,944 | 751 | 6.2% | $27.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $340.66万 | 3.29% | 11,581 | 218 | 1.9% | $6.41万 | 加仓 |
| DIA | STATE STREET SPDR DOW | $337.32万 | 3.26% | 7,283 | 293 | 4.2% | $13.57万 | 加仓 |
| AMZN | AMAZON.COM INC | $333.42万 | 3.22% | 16,009 | -1,677 | -9.5% | -$34.93万 | 减仓 |
| WMT | WALMART INC | $304.06万 | 2.94% | 24,466 | -626 | -2.5% | -$7.78万 | 减仓 |
| GOOGL | ALPHABET INC | $301.18万 | 2.91% | 10,474 | -431 | -4.0% | -$12.39万 | 减仓 |
| TSLA | TESLA INC | $251.82万 | 2.43% | 6,774 | 183 | 2.8% | $6.80万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $249.51万 | 2.41% | 2,504 | -29 | -1.1% | -$2.89万 | 减仓 |
| XLE | STATE STREET ENERGY | $232.41万 | 2.25% | 37,939 | 29,512 | 350.2% | $180.79万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM | $209.75万 | 2.03% | 37,006 | 1,042 | 2.9% | $5.91万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS | $185.75万 | 1.80% | 77,817 | -6,759 | -8.0% | -$16.13万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH | $179.82万 | 1.74% | 36,065 | -2,000 | -5.3% | -$9.97万 | 减仓 |
| SHY | ISHARES 1-3 YEAR | $176.25万 | 1.70% | 21,346 | 5,120 | 31.6% | $42.28万 | 加仓 |
| XLF | STATE STREET FINANCIAL | $166.99万 | 1.61% | 33,825 | 1,166 | 3.6% | $5.76万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $164.11万 | 1.59% | 6,617 | -238 | -3.5% | -$5.90万 | 减仓 |
| BIL | STATE STREET SPDR | $162.52万 | 1.57% | 17,735 | 14,928 | 531.8% | $136.80万 | 加仓 |
| META | META PLATFORMS INC | $160.18万 | 1.55% | 2,800 | -142 | -4.8% | -$8.12万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY | $153.37万 | 1.48% | 11,540 | -259 | -2.2% | -$3.44万 | 减仓 |
| — | EXXON MOBIL CORP | $140.19万 | 1.36% | 8,263 | 120 | 1.5% | $2.04万 | 加仓 |
| SPDW | STATE STREET SPDR | $137.74万 | 1.33% | 30,173 | 30,173 | — | $137.74万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL | $132.56万 | 1.28% | 8,196 | -75 | -0.9% | -$1.21万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY | $132.41万 | 1.28% | 6,903 | 3 | 0.0% | $575 | 加仓 |
| IWF | ISHARES RUSSELL 1000 | $114.88万 | 1.11% | 2,694 | -339 | -11.2% | -$14.46万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $104.58万 | 1.01% | 18,837 | 396 | 2.1% | $2.20万 | 加仓 |
| BSCR | INVESCO BULLETSHARES | $100.80万 | 0.97% | 51,364 | 51,364 | — | $100.80万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 | $70.74万 | 0.68% | 1,083 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES IN | $69.98万 | 0.68% | 4,784 | 623 | 15.0% | $9.11万 | 加仓 |
| GOOG | ALPHABET INC | $63.65万 | 0.62% | 2,219 | -150 | -6.3% | -$4.30万 | 减仓 |
| EMHY | ISHARES J.P. MORGAN EM | $61.24万 | 0.59% | 15,550 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $60.67万 | 0.59% | 1,410 | -309 | -18.0% | -$13.30万 | 减仓 |
| — | HPS CORPORATE LENDING FU | $57.31万 | 0.55% | 22,998 | 22,998 | — | $57.31万 | 新建仓 |
| SPYG | STATE STREET SPDR | $53.99万 | 0.52% | 5,514 | -199 | -3.5% | -$1.95万 | 减仓 |
| AVGO | BROADCOM INC | $50.55万 | 0.49% | 1,633 | -28 | -1.7% | -$8,667 | 减仓 |
| FTEC | FIDELITY MSCI | $48.60万 | 0.47% | 2,336 | 2,336 | — | $48.60万 | 新建仓 |
| SHOP | SHOPIFY INC F | $47.45万 | 0.46% | 4,000 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL | $46.63万 | 0.45% | 10,086 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P | $44.87万 | 0.43% | 1,376 | -43 | -3.0% | -$1.40万 | 减仓 |
| SPYM | STATE STREET SPDR | $42.05万 | 0.41% | 5,493 | 5,493 | — | $42.05万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $40.56万 | 0.39% | 679 | 21 | 3.2% | $1.25万 | 加仓 |
| VRT | VERTIV HLDGS CO | $39.37万 | 0.38% | 1,571 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST MANAGED | $38.51万 | 0.37% | 7,602 | 68 | 0.9% | $3,445 | 加仓 |
| SPYV | STATE STREET SPDR | $36.60万 | 0.35% | 6,469 | -799 | -11.0% | -$4.52万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $33.60万 | 0.32% | 2,269 | 2,269 | — | $33.60万 | 新建仓 |
| GEV | GE VERNOVA INC | $32.73万 | 0.32% | 375 | 5 | 1.4% | $4,365 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL | $30.85万 | 0.30% | 2,166 | -180 | -7.7% | -$2.56万 | 减仓 |
| VGT | VANGUARD INFORMATION | $30.84万 | 0.30% | 442 | -17 | -3.7% | -$1.19万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL | $30.23万 | 0.29% | 1,575 | -63 | -3.8% | -$1.21万 | 减仓 |
| GVIP | GOLDMAN SACHS HEDGE | $30.21万 | 0.29% | 2,073 | 57 | 2.8% | $8,307 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $30.04万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR | $29.78万 | 0.29% | 2,511 | 0 | 0.0% | — | 不变 |
| XLSR | STATE STREET US SECTOR | $29.24万 | 0.28% | 5,064 | 912 | 22.0% | $5.27万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $28.31万 | 0.27% | 1,500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.98万 | 0.27% | 1,902 | -31 | -1.6% | -$4,560 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST | $26.94万 | 0.26% | 7,011 | -1,404 | -16.7% | -$5.39万 | 减仓 |
| IBM | IBM CORP | $26.91万 | 0.26% | 1,110 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES | $26.80万 | 0.26% | 5,840 | 511 | 9.6% | $2.35万 | 加仓 |
| CAT | CATERPILLAR INC | $26.71万 | 0.26% | 377 | -102 | -21.3% | -$7.23万 | 减仓 |
| BLK | BLACKROCK INC NEW | $26.45万 | 0.26% | 275 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $26.21万 | 0.25% | 285 | -208 | -42.2% | -$19.13万 | 减仓 |
| MCK | MCKESSON CORP | $25.87万 | 0.25% | 299 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $25.81万 | 0.25% | 2,928 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND | $25.63万 | 0.25% | 3,481 | 3,481 | — | $25.63万 | 新建仓 |
| ET | ENERGY TRANSFER L P LP | $25.48万 | 0.25% | 13,200 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL | $24.98万 | 0.24% | 10,092 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.96万 | 0.24% | 803 | 48 | 6.4% | $1.49万 | 加仓 |
| XLV | STATE STREET HEALTH CARE | $24.85万 | 0.24% | 1,695 | 254 | 17.6% | $3.72万 | 加仓 |
| MDY | STATE STREET SPDR S&P | $24.24万 | 0.23% | 393 | -65 | -14.2% | -$4.01万 | 减仓 |
| IYF | ISHARES U.S. FINANCIALS | $23.53万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.17万 | 0.22% | 948 | 948 | — | $23.17万 | 新建仓 |
| TER | TERADYNE INC | $22.20万 | 0.21% | 749 | 749 | — | $22.20万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.29万 | 0.21% | 1,626 | -101 | -5.8% | -$1.32万 | 减仓 |
| FNCL | FIDELITY MSCI FINANCIALS | $21.28万 | 0.21% | 3,032 | 3,032 | — | $21.28万 | 新建仓 |
| CORP | PIMCO INVESTMENT GRADE | $21.03万 | 0.20% | 2,173 | 5 | 0.2% | $484 | 加仓 |
| — | NUBURU INC | $3,574 | 0.00% | 20,156 | 20,156 | — | $3,574 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -799 | -100.0% | -$45.25万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -6,139 | -100.0% | -$39.55万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,683 | -100.0% | -$38.26万 | 清仓 |
| MRK | MERCK & CO. INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY | $0 | 0.00% | 0 | -607 | -100.0% | -$30.51万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,419 | -100.0% | -$30.31万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -796 | -100.0% | -$26.28万 | 清仓 |
| AMD | ADVANCED MICRO DEVIC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPIX | GOLDMAN SACHS S P 500 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUBURU INC EQUITY | $0 | 0.00% | 0 | -100,580 | -100.0% | -$1.60万 | 清仓 |