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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -4,383 | -100.0% | -$66.10万 | 清仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -18,000 | -100.0% | -$56.24万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -4,825 | -100.0% | -$31.36万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,850 | -100.0% | -$20.62万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -1,700 | -100.0% | -$3.11万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -275 | -100.0% | -$2.24万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -147 | -100.0% | -$1.38万 | 清仓 |
| — | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -273 | -100.0% | -$1.17万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -80 | -100.0% | -$1.00万 | 清仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -96 | -100.0% | -$3,703 | 清仓 |
| IWR | ISHARES RUSSELL ETF | $883 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED ETF | $985 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG TERM ETF | $2,137 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIAT ETF | $2,148 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE ETF | $2,200 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| JPIN | JPMORGAN ETF ETF | $3,760 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES ETF | $5,160 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE ETF | $6,335 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES ETF | $6,583 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MTR CORP ADR | $7,579 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES ETF | $7,747 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP V ETF | $7,776 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $9,834 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL ETF | $9,969 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $1.36万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GTOP | GOLDMAN SACHS TR ETF | $1.41万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ ETF | $1.43万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES ETF | $1.45万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR ETF | $1.64万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQTY ETF | $1.81万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK VECTORS TR ETF | $2.08万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TRUST ETF | $2.23万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $2.36万 | 0.01% | 78 | 16 | 25.8% | $4,850 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.37万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES ETF | $2.48万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2.62万 | 0.01% | 1,068 | -561 | -34.4% | -$1.38万 | 减仓 |
| IWP | ISHARES ETF | $2.72万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT ETF | $3.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATEETF | $3.18万 | 0.01% | 385 | 22 | 6.1% | $1,818 | 加仓 |
| IWD | ISHARES ETF | $3.27万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC NEW | $3.39万 | 0.01% | 242 | 2 | 0.8% | $280 | 加仓 |
| PEY | INVESCO ETF | $3.39万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR ETF | $3.43万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR ETF | $3.49万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TR ETF | $3.53万 | 0.01% | 856 | 10 | 1.2% | $412 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR ETF | $3.98万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO ETF | $4.03万 | 0.01% | 2,942 | 1,000 | 51.5% | $1.37万 | 加仓 |
| BSJQ | INVESCO SELF INDEXED ETF | $4.09万 | 0.01% | 1,783 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO SELF INDEXED ETF | $4.21万 | 0.01% | 1,885 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES CO | $4.33万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES ETF | $4.72万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO TR ETF | $4.94万 | 0.02% | 232 | 1 | 0.4% | $213 | 加仓 |
| IMCG | ISHARES MORNINGSTAR ETF | $5.01万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR ETF | $5.07万 | 0.02% | 610 | 515 | 542.1% | $4.28万 | 加仓 |
| JPEM | JPMORGAN ETF | $5.31万 | 0.02% | 846 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF | $5.49万 | 0.02% | 949 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $5.51万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $5.67万 | 0.02% | 658 | -68 | -9.4% | -$5,858 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $5.78万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR ETF | $5.94万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP ETF | $6.13万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL ETF | $6.24万 | 0.02% | 379 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR ETF | $6.33万 | 0.02% | 2,622 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LRG CAP ETF | $7.57万 | 0.02% | 220 | -130 | -37.1% | -$4.47万 | 减仓 |
| PAAA | PGIM ETF TR ETF | $7.69万 | 0.02% | 1,500 | 1,000 | 200.0% | $5.13万 | 加仓 |
| CMF | ISHARES CALIFORNIA ETF | $7.78万 | 0.02% | 1,350 | 125 | 10.2% | $7,205 | 加仓 |
| JAVA | J P MORGAN EXCHANGE ETF | $8.05万 | 0.03% | 1,014 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $8.09万 | 0.03% | 5,820 | -1,400 | -19.4% | -$1.95万 | 减仓 |
| MGK | VANGUARD MEGA CAP ETF | $8.13万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATINL ETF | $8.39万 | 0.03% | 854 | -240 | -21.9% | -$2.36万 | 减仓 |
| GCAL | GOLDMAN SACHS TR ETF | $8.96万 | 0.03% | 1,750 | 250 | 16.7% | $1.28万 | 加仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $9.48万 | 0.03% | 1,380 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF | $10.07万 | 0.03% | 4,000 | 4,000 | — | $10.07万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR ETF | $10.28万 | 0.03% | 3,494 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $10.33万 | 0.03% | 474 | -25 | -5.0% | -$5,448 | 减仓 |
| ADP | AUTOMATIC DATA | $10.39万 | 0.03% | 464 | 21 | 4.7% | $4,703 | 加仓 |
| XSVM | INVESCO S&P SMALLCAP ETF | $10.44万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO TR ETF | $10.50万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC ETF | $10.97万 | 0.03% | 1,073 | 2 | 0.2% | $205 | 加仓 |
| T | AT & T INC | $11.07万 | 0.04% | 5,350 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP NEW | $11.09万 | 0.04% | 1,202 | 0 | 0.0% | — | 不变 |
| GD | GENL DYNAMICS CORP | $11.73万 | 0.04% | 331 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL ETF | $12.60万 | 0.04% | 1,038 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD FD ESG U.S ETF | $12.70万 | 0.04% | 960 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY TR ETF | $12.75万 | 0.04% | 2,257 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATION ETF | $13.03万 | 0.04% | 1,395 | 5 | 0.4% | $467 | 加仓 |
| VBK | VANGUARD SMALL CAP ETF | $13.17万 | 0.04% | 360 | -11 | -3.0% | -$4,023 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP ETF | $13.43万 | 0.04% | 3,968 | -1,750 | -30.6% | -$5.92万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $14.07万 | 0.04% | 3,815 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP | $15.39万 | 0.05% | 1,216 | -212 | -14.8% | -$2.68万 | 减仓 |
| CMI | CUMMINS INC | $15.69万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP ETF | $15.73万 | 0.05% | 514 | -35 | -6.4% | -$1.07万 | 减仓 |
| SHV | ISHARES ETF | $16.00万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR ETF | $16.37万 | 0.05% | 4,530 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE-B | $16.87万 | 0.05% | 1,569 | 105 | 7.2% | $1.13万 | 加仓 |
| SHY | ISHARES ETF | $17.01万 | 0.05% | 2,072 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE-CAP ETF | $17.06万 | 0.05% | 4,900 | -2,292 | -31.9% | -$7.98万 | 减仓 |
| INTC | INTEL CORP | $17.10万 | 0.05% | 1,225 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $17.25万 | 0.05% | 725 | 0 | 0.0% | — | 重新持有 |
| DE | DEERE & CO | $18.02万 | 0.06% | 284 | 0 | 0.0% | — | 不变 |