RICHARDS, MERRILL & PETERSON, INC.
SPOKANE WA · SEC CIK 0000090108
$3.15亿2026Q2 申报市值
285持仓数
32.6%前十大占比 · 第一大 4.9%
11 / 10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
AAPL 加仓+$139.44万
GOOGL 加仓+$110.61万
INCM 加仓+$107.92万
MSFT 加仓+$91.17万
SPCX 新建仓+$73.13万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$128.93万
HON 减仓-$84.01万
HD 减仓-$81.79万
SNOW 清仓-$66.10万
QJUN 清仓-$56.24万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,535.76万 | 4.87% | 53,074 | 4,819 | 10.0% | $139.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,272.94万 | 4.04% | 34,125 | 2,444 | 7.7% | $91.17万 | 加仓 |
| AMZN | AMAZON COM INC | $1,205.88万 | 3.83% | 50,595 | 2,547 | 5.3% | $60.71万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $1,198.34万 | 3.80% | 12,810 | 47 | 0.4% | $4.40万 | 加仓 |
| QQQ | INVESCO QQQ TR ETF | $1,166.10万 | 3.70% | 15,835 | 212 | 1.4% | $15.61万 | 加仓 |
| NVDA | NVIDIA CORP | $958.64万 | 3.04% | 47,910 | 666 | 1.4% | $13.33万 | 加仓 |
| GOOGL | ALPHABET INC VOTING | $917.08万 | 2.91% | 25,662 | 3,095 | 13.7% | $110.61万 | 加仓 |
| SPY | STATE STREET SPDR ETF | $722.63万 | 2.29% | 9,677 | 294 | 3.1% | $21.95万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $707.81万 | 2.25% | 9,790 | 230 | 2.4% | $16.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $595.15万 | 1.89% | 5,156 | -1,117 | -17.8% | -$128.93万 | 减仓 |
| SYK | STRYKER CORP | $577.75万 | 1.83% | 18,351 | 2,180 | 13.5% | $68.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $517.98万 | 1.64% | 15,824 | 94 | 0.6% | $3.08万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND ETF | $514.27万 | 1.63% | 162,179 | 10,350 | 6.8% | $32.82万 | 加仓 |
| CGSD | CAPITAL GRP SHORT ETF | $510.36万 | 1.62% | 198,353 | 11,369 | 6.1% | $29.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $501.41万 | 1.59% | 30,249 | -63 | -0.2% | -$1.04万 | 减仓 |
| META | META PLATFORMS INC | $481.04万 | 1.53% | 8,540 | 749 | 9.6% | $42.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS ETF | $459.75万 | 1.46% | 6,694 | 157 | 2.4% | $10.78万 | 加仓 |
| CAT | CATERPILLAR INC | $423.45万 | 1.34% | 3,976 | 107 | 2.8% | $11.40万 | 加仓 |
| CGGR | CAPITAL GRP GROWTH ETF | $409.12万 | 1.30% | 86,679 | 1,937 | 2.3% | $9.14万 | 加仓 |
| RTX | RTX CORP | $353.97万 | 1.12% | 18,656 | 195 | 1.1% | $3.70万 | 加仓 |
| CGDV | CAPITAL GRP DIVIDEND ETF | $319.78万 | 1.01% | 64,890 | 5,575 | 9.4% | $27.47万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF | $317.82万 | 1.01% | 110,145 | 37,400 | 51.4% | $107.92万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $315.23万 | 1.00% | 26,837 | -845 | -3.1% | -$9.93万 | 减仓 |
| GOOG | ALPHABET INC NON VOTING | $311.08万 | 0.99% | 8,804 | -161 | -1.8% | -$5.69万 | 减仓 |
| CGCB | CAPITAL GROUP FXD ETF | $280.85万 | 0.89% | 107,277 | 16,514 | 18.2% | $43.23万 | 加仓 |
| PTRB | PGIM TR ETF | $278.66万 | 0.88% | 67,211 | 1,997 | 3.1% | $8.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $276.32万 | 0.88% | 5,522 | -385 | -6.5% | -$19.27万 | 减仓 |
| AVGO | BROADCOM INC | $271.45万 | 0.86% | 7,186 | 635 | 9.7% | $23.99万 | 加仓 |
| HD | HOME DEPOT INC | $266.60万 | 0.85% | 7,559 | -2,319 | -23.5% | -$81.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $260.06万 | 0.83% | 7,626 | -103 | -1.3% | -$3.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $250.94万 | 0.80% | 6,310 | 379 | 6.4% | $15.07万 | 加仓 |
| V | VISA INC CLASS A | $245.20万 | 0.78% | 7,147 | -494 | -6.5% | -$16.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS | $237.93万 | 0.76% | 8,461 | 471 | 5.9% | $13.25万 | 加仓 |
| MS | MORGAN STANLEY & CO | $236.22万 | 0.75% | 11,300 | 412 | 3.8% | $8.61万 | 加仓 |
| SMH | VANECK VECTORS TR ETF | $218.43万 | 0.69% | 3,330 | 989 | 42.2% | $64.87万 | 加仓 |
| — | EXXON MOBIL CORP CHG | $216.31万 | 0.69% | 15,821 | -1,405 | -8.2% | -$19.21万 | 减仓 |
| IJH | ISHARES CORE S&P MID ETF | $198.44万 | 0.63% | 25,735 | -620 | -2.4% | -$4.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $196.39万 | 0.62% | 13,393 | 833 | 6.6% | $12.21万 | 加仓 |
| MRK | MERCK & CO INC NEW | $193.14万 | 0.61% | 15,030 | -493 | -3.2% | -$6.34万 | 减仓 |
| LOW | LOWES COMPANIES INC | $187.38万 | 0.59% | 8,498 | -990 | -10.4% | -$21.83万 | 减仓 |
| ABBV | ABBVIE INC | $186.28万 | 0.59% | 7,403 | 720 | 10.8% | $18.12万 | 加仓 |
| KO | COCA-COLA COMPANY | $181.06万 | 0.57% | 22,279 | 395 | 1.8% | $3.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $174.42万 | 0.55% | 14,950 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $168.41万 | 0.53% | 5,650 | 34 | 0.6% | $1.01万 | 加仓 |
| MCD | MCDONALDS CORP | $165.29万 | 0.52% | 6,115 | 94 | 1.6% | $2.54万 | 加仓 |
| IJR | ISHARES CORE S&P ETF | $165.13万 | 0.52% | 11,134 | -294 | -2.6% | -$4.36万 | 减仓 |
| CGMS | CAPITAL GRP US ETF | $162.95万 | 0.52% | 59,622 | -153 | -0.3% | -$4,181 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $160.60万 | 0.51% | 3,363 | -90 | -2.6% | -$4.30万 | 减仓 |
| WM | WASTE MGMT INC DEL | $160.32万 | 0.51% | 7,193 | 475 | 7.1% | $10.59万 | 加仓 |
| WMT | WALMART INC | $157.34万 | 0.50% | 13,892 | 99 | 0.7% | $1.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $154.89万 | 0.49% | 6,099 | 257 | 4.4% | $6.53万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $153.77万 | 0.49% | 4,546 | 1,665 | 57.8% | $56.32万 | 加仓 |
| AMD | ADVANCED MICRO | $153.53万 | 0.49% | 2,643 | -229 | -8.0% | -$13.30万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $150.43万 | 0.48% | 6,057 | 680 | 12.6% | $16.89万 | 加仓 |
| USB | US BANCORP NEW | $147.19万 | 0.47% | 24,369 | -802 | -3.2% | -$4.84万 | 减仓 |
| CGCP | CAPITAL GROUP FIXED ETF | $147.12万 | 0.47% | 66,003 | 6,812 | 11.5% | $15.18万 | 加仓 |
| NUE | NUCOR CORP | $143.63万 | 0.46% | 6,448 | 276 | 4.5% | $6.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $142.96万 | 0.45% | 33,764 | 2,070 | 6.5% | $8.76万 | 加仓 |
| LLY | ELI LILLY & CO | $138.68万 | 0.44% | 1,156 | 115 | 11.0% | $13.80万 | 加仓 |
| ORCL | ORACLE CORPORATION | $127.78万 | 0.41% | 8,719 | 188 | 2.2% | $2.76万 | 加仓 |
| — | SPDR INDEX SHS FDS ETF | $125.66万 | 0.40% | 15,725 | 1,153 | 7.9% | $9.21万 | 加仓 |
| PVAL | PUTNAM ETF | $125.64万 | 0.40% | 24,660 | 13,400 | 119.0% | $68.27万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $125.06万 | 0.40% | 8,736 | 392 | 4.7% | $5.61万 | 加仓 |
| AVA | AVISTA CORP | $121.55万 | 0.39% | 29,712 | -3,748 | -11.2% | -$15.33万 | 减仓 |
| SBUX | STARBUCKS CORP | $120.79万 | 0.38% | 11,820 | -392 | -3.2% | -$4.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $118.93万 | 0.38% | 2,421 | 270 | 12.6% | $13.26万 | 加仓 |
| MDT | MEDTRONIC PLC | $118.76万 | 0.38% | 15,181 | -1,873 | -11.0% | -$14.65万 | 减仓 |
| XLI | INDUSTRIAL SELECT ETF | $118.73万 | 0.38% | 6,410 | 2,565 | 66.7% | $47.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $112.71万 | 0.36% | 2,712 | 65 | 2.5% | $2.70万 | 加仓 |
| FDX | FEDEX CORPORATION | $112.53万 | 0.36% | 3,594 | -306 | -7.8% | -$9.58万 | 减仓 |
| VEA | VANGUARD FTSE ETF | $112.23万 | 0.36% | 15,751 | 335 | 2.2% | $2.39万 | 加仓 |
| XLF | SELECT SECTOR SPDR ETF | $106.82万 | 0.34% | 19,925 | 4,950 | 33.1% | $26.54万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDE ETF | $106.39万 | 0.34% | 6,732 | -295 | -4.2% | -$4.66万 | 减仓 |
| TMUS | T-MOBILE US INC | $105.76万 | 0.34% | 6,305 | -632 | -9.1% | -$10.60万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $104.76万 | 0.33% | 14,518 | 774 | 5.6% | $5.59万 | 加仓 |
| FENI | FIDELITY COVINGTON ETF | $103.91万 | 0.33% | 25,893 | 3,085 | 13.5% | $12.38万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $100.78万 | 0.32% | 10,944 | 775 | 7.6% | $7.14万 | 加仓 |
| SO | SOUTHERN COMPANY | $99.56万 | 0.32% | 10,402 | -84 | -0.8% | -$8,040 | 减仓 |
| BX | BLACKSTONE GROUP INC | $99.09万 | 0.31% | 8,421 | -913 | -9.8% | -$10.74万 | 减仓 |
| FEGE | RBB FD TR ETF | $98.28万 | 0.31% | 20,089 | 2,924 | 17.0% | $14.30万 | 加仓 |
| UNP | UNION PACIFIC CORP | $97.70万 | 0.31% | 3,592 | -110 | -3.0% | -$2.99万 | 减仓 |
| IEFA | ISHARES CORE MSCI ETF | $96.53万 | 0.31% | 9,995 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ETF | $95.93万 | 0.30% | 18,970 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $95.93万 | 0.30% | 1,257 | -20 | -1.6% | -$1.53万 | 减仓 |
| IJT | ISHARES ETF | $95.20万 | 0.30% | 5,330 | -135 | -2.5% | -$2.41万 | 减仓 |
| ASML | ASML HOLDING NV | $92.11万 | 0.29% | 463 | 58 | 14.3% | $11.54万 | 加仓 |
| LIN | LINDE PLC NEW | $91.51万 | 0.29% | 1,763 | 5 | 0.3% | $2,595 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $91.22万 | 0.29% | 3,139 | 65 | 2.1% | $1.89万 | 加仓 |
| IEMG | ISHARES INC ETF | $90.99万 | 0.29% | 10,984 | 148 | 1.4% | $1.23万 | 加仓 |
| IWM | ISHARES ETF | $90.50万 | 0.29% | 3,012 | -185 | -5.8% | -$5.56万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES ETF | $90.26万 | 0.29% | 11,365 | 6,025 | 112.8% | $47.85万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $85.84万 | 0.27% | 9,460 | -979 | -9.4% | -$8.88万 | 减仓 |
| TSLA | TESLA INC | $85.38万 | 0.27% | 2,030 | 63 | 3.2% | $2.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE ETF | $82.40万 | 0.26% | 18,525 | 4,400 | 31.2% | $19.57万 | 加仓 |
| DHR | DANAHER CORP | $81.68万 | 0.26% | 4,288 | 291 | 7.3% | $5.54万 | 加仓 |
| CGMM | CAPITAL GRP EQUITY ETF | $81.67万 | 0.26% | 24,770 | 3,480 | 16.3% | $11.47万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $80.86万 | 0.26% | 2,990 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM NEW | $80.18万 | 0.25% | 834 | 1 | 0.1% | $961 | 加仓 |
| XLU | SELECT SECTOR SPDR ETF | $79.34万 | 0.25% | 17,500 | 4,950 | 39.4% | $22.44万 | 加仓 |
| TJX | TJX COS INC NEW | $77.15万 | 0.24% | 5,092 | 102 | 2.0% | $1.55万 | 加仓 |