RICHARDS, MERRILL & PETERSON, INC.
SPOKANE WA · SEC CIK 0000090108
$2.73亿2026Q1 申报市值
283持仓数
32.3%前十大占比 · 第一大 4.7%
21 / 11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
MSFT 加仓+$176.27万
CGSD 加仓+$161.58万
AMZN 加仓+$127.69万
CGDV 加仓+$106.12万
SCHD 加仓+$96.78万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$92.03万
QCOM 减仓-$37.22万
EXXON MOBIL CORP 减仓-$33.07万
SLV 清仓-$30.99万
ETH 清仓-$29.99万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $15.51万 | 0.06% | 5,350 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $15.79万 | 0.06% | 1,089 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $16.00万 | 0.06% | 284 | 52 | 22.4% | $2.93万 | 加仓 |
| SHV | ISHARES TR | $16.01万 | 0.06% | 1,450 | 1,450 | — | $16.01万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $16.58万 | 0.06% | 1,604 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $16.66万 | 0.06% | 5,718 | -1,950 | -25.4% | -$5.68万 | 减仓 |
| SHY | ISHARES TR | $17.11万 | 0.06% | 2,072 | 450 | 27.7% | $3.72万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $17.91万 | 0.07% | 2,979 | 105 | 3.7% | $6,313 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $18.70万 | 0.07% | 1,428 | -117 | -7.6% | -$1.53万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $18.96万 | 0.07% | 3,789 | 650 | 20.7% | $3.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $19.61万 | 0.07% | 3,628 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $19.69万 | 0.07% | 17,459 | 17,459 | — | $19.69万 | 新建仓 |
| AGG | ISHARES TR | $19.78万 | 0.07% | 1,993 | 151 | 8.2% | $1.50万 | 加仓 |
| EQIX | EQUINIX INC | $20.09万 | 0.07% | 205 | 205 | — | $20.09万 | 新建仓 |
| FEOE | RBB FUND TRUST | $20.56万 | 0.08% | 4,075 | 150 | 3.8% | $7,569 | 加仓 |
| KR | KROGER CO | $20.62万 | 0.08% | 2,850 | -1,800 | -38.7% | -$13.02万 | 重新持有 |
| IJJ | ISHARES TR | $20.72万 | 0.08% | 1,564 | -1,500 | -49.0% | -$19.88万 | 减仓 |
| DOV | DOVER CORP | $20.84万 | 0.08% | 1,000 | 1,000 | — | $20.84万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.43万 | 0.08% | 2,164 | -564 | -20.7% | -$5.59万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.94万 | 0.08% | 7,192 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $22.34万 | 0.08% | 894 | 894 | — | $22.34万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.44万 | 0.08% | 700 | -33 | -4.5% | -$1.06万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $23.23万 | 0.09% | 6,442 | 137 | 2.2% | $4,940 | 加仓 |
| VICI | VICI PPTYS INC | $23.47万 | 0.09% | 8,590 | 8,590 | — | $23.47万 | 新建仓 |
| IVE | ISHARES TR | $23.50万 | 0.09% | 1,113 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.14万 | 0.09% | 1,130 | 1,130 | — | $24.14万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $24.23万 | 0.09% | 8,925 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $24.56万 | 0.09% | 980 | 980 | — | $24.56万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.70万 | 0.09% | 292 | 15 | 5.4% | $1.27万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $24.72万 | 0.09% | 49,845 | 900 | 1.8% | $4,464 | 加仓 |
| O | REALTY INCOME CORP | $25.13万 | 0.09% | 4,108 | -400 | -8.9% | -$2.45万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.56万 | 0.09% | 5,434 | 199 | 3.8% | $9,359 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $25.62万 | 0.09% | 3,267 | 1,147 | 54.1% | $8.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $25.65万 | 0.09% | 4,859 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.77万 | 0.10% | 4,370 | 3,850 | 740.4% | $23.59万 | 加仓 |
| PLD | PROLOGIS INC. | $27.72万 | 0.10% | 2,097 | 1 | 0.0% | $132 | 加仓 |
| NOBL | PROSHARES TR | $28.70万 | 0.11% | 2,707 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $29.28万 | 0.11% | 10,750 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $29.44万 | 0.11% | 8,200 | 8,200 | — | $29.44万 | 新建仓 |
| PEP | PEPSICO INC | $30.10万 | 0.11% | 1,938 | 67 | 3.6% | $1.04万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $30.44万 | 0.11% | 6,049 | -55 | -0.9% | -$2,768 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $30.66万 | 0.11% | 10,396 | 10,396 | — | $30.66万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $31.36万 | 0.12% | 4,825 | -4,120 | -46.1% | -$26.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.46万 | 0.12% | 4,424 | 1 | 0.0% | $71 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.87万 | 0.12% | 688 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $32.27万 | 0.12% | 2,700 | 625 | 30.1% | $7.47万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $32.54万 | 0.12% | 1,486 | 1 | 0.1% | $219 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.94万 | 0.12% | 5,431 | -426 | -7.3% | -$2.58万 | 减仓 |
| TGT | TARGET CORP | $33.02万 | 0.12% | 2,724 | -593 | -17.9% | -$7.19万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $33.39万 | 0.12% | 3,418 | 77 | 2.3% | $7,522 | 加仓 |
| ITOT | ISHARES TR | $33.47万 | 0.12% | 2,350 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $33.73万 | 0.12% | 463 | 30 | 6.9% | $2.19万 | 加仓 |
| EFA | ISHARES TR | $34.47万 | 0.13% | 3,549 | 247 | 7.5% | $2.40万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $34.86万 | 0.13% | 10,294 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.05万 | 0.13% | 1,630 | 1,630 | — | $35.05万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $35.29万 | 0.13% | 68,135 | 5,125 | 8.1% | $2.65万 | 加仓 |
| IVV | ISHARES TR | $36.32万 | 0.13% | 556 | 15 | 2.8% | $9,798 | 加仓 |
| SYY | SYSCO CORP | $36.82万 | 0.14% | 5,161 | -1,978 | -27.7% | -$14.11万 | 减仓 |
| PAYX | PAYCHEX INC | $36.88万 | 0.14% | 4,003 | 348 | 9.5% | $3.21万 | 加仓 |
| PSX | PHILLIPS 66 | $37.24万 | 0.14% | 2,044 | -109 | -5.1% | -$1.99万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $37.75万 | 0.14% | 7,155 | -1,543 | -17.7% | -$8.14万 | 减仓 |
| BROS | DUTCH BROS INC | $37.77万 | 0.14% | 7,455 | 60 | 0.8% | $3,040 | 加仓 |
| — | SPROTT FDS TR | $37.90万 | 0.14% | 9,725 | 9,725 | — | $37.90万 | 新建仓 |
| MUB | ISHARES TR | $39.81万 | 0.15% | 3,750 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $39.98万 | 0.15% | 1,136 | -30 | -2.6% | -$1.06万 | 减仓 |
| PCAR | PACCAR INC | $42.33万 | 0.16% | 3,665 | 9 | 0.2% | $1,039 | 加仓 |
| BAC | BANK AMERICA CORP | $44.51万 | 0.16% | 9,131 | -200 | -2.1% | -$9,750 | 减仓 |
| IVW | ISHARES TR | $45.73万 | 0.17% | 4,043 | -150 | -3.6% | -$1.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $45.86万 | 0.17% | 1,597 | 35 | 2.2% | $1.01万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $45.98万 | 0.17% | 2,319 | -185 | -7.4% | -$3.67万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $46.28万 | 0.17% | 5,467 | 532 | 10.8% | $4.50万 | 加仓 |
| QCOM | QUALCOMM INC | $48.33万 | 0.18% | 3,753 | -2,890 | -43.5% | -$37.22万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $48.70万 | 0.18% | 14,154 | 229 | 1.6% | $7,880 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $48.75万 | 0.18% | 1,358 | 25 | 1.9% | $8,974 | 加仓 |
| GLDM | WORLD GOLD TR | $49.50万 | 0.18% | 5,340 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.86万 | 0.18% | 1,277 | 160 | 14.3% | $6.25万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $50.30万 | 0.18% | 15,002 | -920 | -5.8% | -$3.08万 | 减仓 |
| SPXU | PROSHARES TR | $51.07万 | 0.19% | 9,000 | 9,000 | — | $51.07万 | 新建仓 |
| AFL | AFLAC INC | $51.37万 | 0.19% | 4,682 | -537 | -10.3% | -$5.89万 | 减仓 |
| DHI | D R HORTON INC | $52.21万 | 0.19% | 3,805 | -690 | -15.4% | -$9.47万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $52.25万 | 0.19% | 11,260 | 4,185 | 59.2% | $19.42万 | 加仓 |
| ASML | ASML HLDG NV | $53.49万 | 0.20% | 405 | 45 | 12.5% | $5.94万 | 加仓 |
| CRM | SALESFORCE INC | $53.60万 | 0.20% | 2,871 | -1,368 | -32.3% | -$25.54万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $54.27万 | 0.20% | 14,125 | 2,375 | 20.2% | $9.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $54.44万 | 0.20% | 1,090 | 1 | 0.1% | $499 | 加仓 |
| IJK | ISHARES TR | $54.45万 | 0.20% | 5,411 | -1,060 | -16.4% | -$10.67万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $54.49万 | 0.20% | 2,957 | -51 | -1.7% | -$9,398 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $54.66万 | 0.20% | 20,800 | -25 | -0.1% | -$657 | 减仓 |
| BOND | PIMCO ETF TR | $54.95万 | 0.20% | 5,954 | 2 | 0.0% | $185 | 加仓 |
| NKE | NIKE INC | $55.73万 | 0.20% | 10,550 | 457 | 4.5% | $2.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $55.76万 | 0.20% | 4,224 | -513 | -10.8% | -$6.77万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $56.24万 | 0.21% | 18,000 | 18,000 | — | $56.24万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $57.59万 | 0.21% | 12,550 | 11,500 | 1,095.2% | $52.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.43万 | 0.21% | 2,872 | 792 | 38.1% | $16.11万 | 加仓 |
| DIS | DISNEY WALT CO | $59.32万 | 0.22% | 6,155 | -230 | -3.6% | -$2.22万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $62.19万 | 0.23% | 3,845 | 3,685 | 2,303.1% | $59.60万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $62.51万 | 0.23% | 21,290 | 7,850 | 58.4% | $23.05万 | 加仓 |
| SNOW | SNOWFLAKE INC | $66.10万 | 0.24% | 4,383 | 125 | 2.9% | $1.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.61万 | 0.26% | 2,647 | 134 | 5.3% | $3.63万 | 加仓 |
| TSLA | TESLA INC | $73.12万 | 0.27% | 1,967 | 96 | 5.1% | $3.57万 | 加仓 |