H&

Howe & Rusling INC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$15.3億

申報季度: 2026-03-31 · 持股檔數: 529

HOWE & RUSLING INC在最新一期 13F 報告中揭露了 529 項持股，申報期為 2026-03-31，總持股市值約為 US$15.3億，季度換手率為 14.7%。

機構性格雪花圖

集中度
6.52
持倉穩定性
14.7
動能／逆勢
100
產業集中度
51.72
多樣化
100
倉位均衡度
73.95

近期動向

  • 加碼 XOM

    +1.1%　US$1187.9萬

  • 減碼 AVGO

    -4.7%　-US$869.9萬

  • 減碼 MSFT

    +8.3%　-US$687.0萬

  • 減碼 INTU

    +2.2%　-US$628.2萬

  • 加碼 VCIT

    +17.1%　US$699.9萬

  • 減碼 JPM

    -0.3%　-US$539.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 477 大持股（共 529 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他4.04%—+3.82%
2JPMJpmorgan Chase & Co股票-金融3.58%-0.40%-0.28%
3IUSGIshares Core S&p U.s. GrowthETF-其他3.43%-0.15%+5.00%
4IVVIshares Core S&p 500 ETFETF-大型股與成長3.41%-0.27%-1.34%
5VCITVanguard Int-term CorporateETF-投資等級公司債3.37%+0.42%+17.09%
6AVGOBroadcom INC股票-科技3.26%-0.62%-4.74%
7AAPLApple INC股票-科技2.76%-0.26%-0.71%
8GVIIshares Intermediate GovernmETF-其他2.75%+0.10%+5.60%
9XOMExxon Mobil CORP股票-能源2.60%+0.75%+1.09%
10IUSVIshares Core S&p U.s. ValueETF-其他2.39%—+2.71%
11MSFTMicrosoft CORP股票-科技2.17%-0.49%+8.29%
12NVDANvidia CORP股票-科技2.09%-0.16%+0.32%
13AMZNAmazon.com INC股票-循環性消費1.99%-0.24%+0.53%
14VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債1.91%+0.13%+9.09%
15HONHoneywell International INC股票-工業1.81%+0.26%+2.20%
16NEENextera Energy INC股票-公用事業1.62%+0.22%+1.45%
17METAMeta Platforms Inc-class A股票-通訊服務1.55%-0.22%+2.65%
18TJXTjx Companies INC股票-循環性消費1.42%—+0.88%
19ICEIntercontinental Exchange In股票-金融1.40%—+1.26%
20GOOGAlphabet Inc-cl C股票-通訊服務1.36%-0.14%+0.43%
21PMPhilip Morris International股票-非循環性消費1.28%—+2.04%
22ABBVAbbvie INC股票-醫療保健1.24%—+1.40%
23MSMorgan Stanley股票-金融1.02%-0.12%-2.73%
24PEPPepsico INC股票-非循環性消費1.01%+0.11%+5.77%
25GSGoldman Sachs Group INC股票-金融1.01%-0.16%-8.84%
26VYMVanguard High Dvd Yield ETFETF-其他1.01%-0.39%-29.35%
27CASYCasey's General Stores INC股票-循環性消費1.00%+0.25%+2.43%
28KOCoca-cola Co/the股票-非循環性消費0.99%+0.07%+0.85%
29MCDMcdonald's CORP股票-循環性消費0.99%—+2.22%
30CATCaterpillar INC股票-工業0.95%+0.17%+0.35%
31VGITVanguard Intermediate-term TETF-其他0.89%+0.09%+13.63%
32RRCRange Resources CORP股票-能源0.82%+0.19%+3.86%
33INTUIntuit INC股票-科技0.82%-0.43%+2.21%
34VVisa Inc-class A Shares股票-金融0.82%—+8.00%
35UNPUnion Pacific CORP股票-工業0.81%—+1.32%
36IJRIshares Core S&p Small-cap EETF-中小型股0.81%+0.10%+10.43%
37VWOVanguard Ftse Emerging MarkeETF-新興市場0.80%+0.10%+15.98%
38BACBank Of America CORP股票-金融0.79%-0.11%+0.40%
39ELVElevance Health INC股票-醫療保健0.74%—+23.33%
40MDLZMondelez International Inc-a股票-非循環性消費0.73%+0.20%+29.43%
41DTEDte Energy Company股票-公用事業0.73%—-1.37%
42SYKStryker CORP股票-醫療保健0.69%—+3.58%
43GDGeneral Dynamics CORP股票-工業0.69%—+0.44%
44AZNAstraZeneca PLC股票-醫療保健0.68%+0.68%NEW
45CCKCrown Holdings INC股票-循環性消費0.67%—+2.61%
46CMECme Group INC股票-金融0.67%—+1.41%
47ACNAccenture plc股票-科技0.67%—+25.57%
48CVXChevron CORP股票-能源0.66%+0.17%+0.41%
49MAMastercard INC - A股票-金融0.65%—+2.13%
50MGVVanguard Mega Cap Value ETFETF-其他0.65%+0.08%+12.09%
1–50 of 477

本季持股變動

Howe & Rusling INC 在 2026-03-31 最顯著的持倉異動： 新建倉: AstraZeneca PLC (AZN); 清倉: Pinterest Inc- Class A (PINS); 新建倉: Viking Holdings Ltd (VIK); 加碼: Exxon Mobil CORP (XOM) — 股數 +1.09%; 減碼: Broadcom INC (AVGO) — 股數 -4.74%.

Howe & Rusling INC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XOMExxon Mobil CORP+0.8%+1.09%加碼
2VCITVanguard Int-term Corporate+0.4%+17.09%加碼
3HONHoneywell International INC+0.3%+2.20%加碼
4CASYCasey's General Stores INC+0.3%+2.43%加碼
5NEENextera Energy INC+0.2%+1.45%加碼
6MDLZMondelez International Inc-a+0.2%+29.43%加碼
7RRCRange Resources CORP+0.2%+3.86%加碼
8CATCaterpillar INC+0.2%+0.35%加碼
9CVXChevron CORP+0.2%+0.41%加碼
10APDAir Products & Chemicals INC+0.1%+27.84%加碼
11VCSHVanguard S/t CORP Bond ETF+0.1%+9.09%加碼
12XLVSs Health Care Select Sector+0.1%+243.23%加碼
13PEPPepsico INC+0.1%+5.77%加碼
14ASMLASML Holding N.V.+0.1%+3.01%加碼
15XLYSs Consumer Disc Select Sect+0.1%+8100.51%加碼
16XLISs Industrial Select Sector+0.1%+67.03%加碼
17VTEBVanguard Tax-exempt Bond ETF+0.1%+162.41%加碼
18XLFSs Financial Select Sector+0.1%+54.66%加碼
19EOGEog Resources INC+0.1%+2.31%加碼
20GVIIshares Intermediate Governm+0.1%+5.60%加碼
21VWOVanguard Ftse Emerging Marke+0.1%+15.98%加碼
22IJRIshares Core S&p Small-cap E+0.1%+10.43%加碼
23VGITVanguard Intermediate-term T+0.1%+13.63%加碼
24COSTCostco Wholesale CORP+0.1%+0.90%加碼
25KLACKla CORP+0.1%+0.82%加碼
26AMATApplied Materials INC+0.1%-2.96%減碼
27MGVVanguard Mega Cap Value ETF+0.1%+12.09%加碼
28KOCoca-cola Co/the+0.1%+0.85%加碼
29DHRDanaher CORP-0.1%+1.40%加碼
30BACBank Of America CORP-0.1%+0.40%加碼
31MSMorgan Stanley-0.1%-2.73%減碼
32GOOGAlphabet Inc-cl C-0.1%+0.43%加碼
33IUSGIshares Core S&p U.s. Growth-0.2%+5.00%加碼
34QCOMQualcomm INC-0.2%-0.15%減碼
35GSGoldman Sachs Group INC-0.2%-8.84%減碼
36NVDANvidia CORP-0.2%+0.32%加碼
37SPYSs Spdr S&p 500 ETF Trust-us-0.2%-28.55%減碼
38METAMeta Platforms Inc-class A-0.2%+2.65%加碼
39AMZNAmazon.com INC-0.2%+0.53%加碼
40AAPLApple INC-0.3%-0.71%減碼
41IVVIshares Core S&p 500 ETF-0.3%-1.34%減碼
42BKNGBooking Holdings INC-0.3%-58.66%減碼
43VYMVanguard High Dvd Yield ETF-0.4%-29.35%減碼
44JPMJpmorgan Chase & Co-0.4%-0.28%減碼
45INTUIntuit INC-0.4%+2.21%加碼
46MSFTMicrosoft CORP-0.5%+8.29%加碼
47AVGOBroadcom INC-0.6%-4.74%減碼
48AZNAstraZeneca PLC—NEW新建倉
49PINSPinterest Inc- Class A—EXIT清倉
50VIKViking Holdings Ltd—NEW新建倉

FAQ

Howe & Rusling INC 是什麼機構？屬於哪種投資人類型？
Howe & Rusling INC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$15.3億，分佈在 529 個已申報部位之中。
Howe & Rusling INC 目前前幾大持股有哪些？
根據最新 13F 申報，Howe & Rusling INC 按市值排列的前幾大持股為： 1. Vanguard Total Stock Mkt ETF (VTI) — US$6188.1萬 (4.0%) 2. Jpmorgan Chase & Co (JPM) — US$5480.2萬 (3.6%) 3. Ishares Core S&p U.s. Growth (IUSG) — US$5254.1萬 (3.4%) 4. Ishares Core S&p 500 ETF (IVV) — US$5229.4萬 (3.4%) 5. Vanguard Int-term Corporate (VCIT) — US$5160.3萬 (3.4%)
Howe & Rusling INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Howe & Rusling INC 共進行了 50 項顯著調整：新建倉 2 個部位、加碼 36 個既有持股、減碼 11 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: AstraZeneca PLC (AZN); 清倉: Pinterest Inc- Class A (PINS); 新建倉: Viking Holdings Ltd (VIK); 加碼: Exxon Mobil CORP (XOM) — 股數 +1.09%; 減碼: Broadcom INC (AVGO) — 股數 -4.74%
Howe & Rusling INC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Howe & Rusling INC 的主要板塊分佈如下： • Information Technology: 30.0% • Financials: 20.2% • Industrials: 9.3% • Consumer Staples: 9.2% • Health Care: 8.2% • Consumer Discretionary: 7.9%