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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,810 | -100.0% | -$30.99万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -10,689 | -100.0% | -$29.99万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,653 | -100.0% | -$29.50万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,385 | -100.0% | -$24.73万 | 清仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | -10,735 | -100.0% | -$24.52万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -19,650 | -100.0% | -$20.51万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -116 | -100.0% | -$6,569 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$5,510 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -106 | -100.0% | -$4,682 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,037 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$1,444 | 清仓 |
| IWR | ISHARES TR | $778 | 0.00% | 8 | 8 | — | $778 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $823 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $2,132 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2,161 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,207 | 0.00% | 47 | -160 | -77.3% | -$7,513 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $3,703 | 0.00% | 96 | 96 | — | $3,703 | 新建仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $3,704 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $4,746 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6,038 | 0.00% | 77 | 9 | 13.2% | $706 | 加仓 |
| EFV | ISHARES TR | $6,394 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $6,952 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $7,788 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $7,959 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,556 | 0.00% | 78 | 4 | 5.4% | $439 | 加仓 |
| TM | TOYOTA MOTOR CORP | $9,274 | 0.00% | 45 | 45 | — | $9,274 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.00万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $1.02万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GTOP | GOLDMAN SACHS ETF TR | $1.03万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $1.17万 | 0.00% | 273 | -133 | -32.8% | -$5,706 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.24万 | 0.00% | 75 | -101 | -57.4% | -$1.67万 | 减仓 |
| IBB | ISHARES TR | $1.27万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.35万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $1.38万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.53万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.62万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.62万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $1.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.05万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $2.23万 | 0.01% | 450 | -200 | -30.8% | -$9,900 | 减仓 |
| CCI | CROWN CASTLE INC | $2.24万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.38万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.50万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $2.56万 | 0.01% | 500 | 500 | — | $2.56万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $2.67万 | 0.01% | 1,942 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.72万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $2.88万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $2.94万 | 0.01% | 69 | 30 | 76.9% | $1.28万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3.01万 | 0.01% | 363 | 2 | 0.6% | $166 | 加仓 |
| DVY | ISHARES TR | $3.03万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3.11万 | 0.01% | 1,700 | 1,700 | — | $3.11万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $3.13万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3.16万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3.23万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $3.30万 | 0.01% | 846 | 2 | 0.2% | $78 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $3.57万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $4.00万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $4.02万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.13万 | 0.02% | 1,783 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $4.15万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $4.22万 | 0.02% | 1,885 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.44万 | 0.02% | 231 | 1 | 0.4% | $192 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4.68万 | 0.02% | 1,629 | -640 | -28.2% | -$1.84万 | 减仓 |
| IEF | ISHARES TR | $4.76万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $5.21万 | 0.02% | 949 | 949 | — | $5.21万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $5.26万 | 0.02% | 846 | 846 | — | $5.26万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $5.29万 | 0.02% | 121 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $5.33万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.41万 | 0.02% | 1,225 | 125 | 11.4% | $5,516 | 加仓 |
| MGV | VANGUARD WORLD FD | $5.44万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $5.52万 | 0.02% | 379 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $6.36万 | 0.02% | 2,622 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $6.80万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $6.97万 | 0.03% | 1,225 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $7.28万 | 0.03% | 1,014 | 0 | 0.0% | — | 不变 |
| GCAL | GOLDMAN SACHS ETF TR | $7.60万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8.33万 | 0.03% | 7,220 | 765 | 11.9% | $8,828 | 加仓 |
| EMXC | ISHARES INC | $8.43万 | 0.03% | 1,071 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $8.57万 | 0.03% | 1,380 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8.76万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $8.96万 | 0.03% | 3,494 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.00万 | 0.03% | 443 | 42 | 10.5% | $8,534 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $9.04万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $9.79万 | 0.04% | 499 | -25 | -4.8% | -$4,905 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $10.31万 | 0.04% | 1,094 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $10.40万 | 0.04% | 1,038 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $10.46万 | 0.04% | 350 | -47 | -11.8% | -$1.40万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $10.78万 | 0.04% | 960 | 90 | 10.3% | $1.01万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $11.21万 | 0.04% | 371 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $11.30万 | 0.04% | 1,202 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $11.36万 | 0.04% | 331 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $11.81万 | 0.04% | 3,815 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $11.84万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $12.30万 | 0.05% | 1,390 | 1,060 | 321.2% | $9.38万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $12.79万 | 0.05% | 2,257 | 1,157 | 105.2% | $6.56万 | 加仓 |
| BA | BOEING CO | $12.80万 | 0.05% | 643 | 68 | 11.8% | $1.35万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $13.17万 | 0.05% | 4,530 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $14.12万 | 0.05% | 549 | 2 | 0.4% | $514 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $14.40万 | 0.05% | 1,464 | -10 | -0.7% | -$984 | 减仓 |