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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION | $73.13万 | 0.23% | 4,280 | 4,280 | — | $73.13万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $72.68万 | 0.23% | 1,427 | 36 | 2.6% | $1.83万 | 加仓 |
| QCOM | QUALCOMM INC | $70.81万 | 0.22% | 3,832 | 79 | 2.1% | $1.46万 | 加仓 |
| DHI | D R HORTON INC | $68.99万 | 0.22% | 4,236 | 431 | 11.3% | $7.02万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $68.25万 | 0.22% | 1,379 | 21 | 1.5% | $1.04万 | 加仓 |
| HON | HONEYWELL INTL INC | $67.89万 | 0.22% | 3,032 | -3,752 | -55.3% | -$84.01万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $67.03万 | 0.21% | 3,032 | 3,032 | — | $67.03万 | 新建仓 |
| APD | AIR PRODUCTS & CHEMICALS | $65.79万 | 0.21% | 2,244 | -295 | -11.6% | -$8.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $64.67万 | 0.21% | 2,171 | 7 | 0.3% | $2,085 | 加仓 |
| IJK | ISHARES S&P MIDCAP ETF | $63.58万 | 0.20% | 5,411 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VAL ETF | $62.38万 | 0.20% | 3,157 | 200 | 6.8% | $3.95万 | 加仓 |
| DIS | WALT DISNEY COMPANY | $61.71万 | 0.20% | 6,411 | 256 | 4.2% | $2.46万 | 加仓 |
| MA | MASTERCARD INC CL A | $56.48万 | 0.18% | 1,100 | 10 | 0.9% | $5,135 | 加仓 |
| CGBL | CAPITAL GRP CORE ETF | $56.01万 | 0.18% | 14,754 | 600 | 4.2% | $2.28万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $55.87万 | 0.18% | 5,426 | -175 | -3.1% | -$1.80万 | 减仓 |
| IVW | ISHARES S&P 500 ETF | $55.60万 | 0.18% | 4,043 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND ETF | $54.55万 | 0.17% | 5,916 | -38 | -0.6% | -$3,504 | 减仓 |
| CGSM | CAPITAL GROUP FXD ETF | $53.89万 | 0.17% | 20,425 | -375 | -1.8% | -$9,894 | 减仓 |
| URI | UNITED RENTALS INC | $53.59万 | 0.17% | 473 | 10 | 2.2% | $1.13万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR ETF | $52.55万 | 0.17% | 5,566 | 99 | 1.8% | $9,347 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $51.11万 | 0.16% | 16,170 | -650 | -3.9% | -$2.05万 | 减仓 |
| CRM | SALESFORCE INC | $50.66万 | 0.16% | 3,234 | 363 | 12.6% | $5.69万 | 加仓 |
| BROS | DUTCH BROS INC | $50.66万 | 0.16% | 7,055 | -400 | -5.4% | -$2.87万 | 减仓 |
| AFL | AFLAC INC | $49.55万 | 0.16% | 4,226 | -456 | -9.7% | -$5.35万 | 减仓 |
| DIA | STATE STREET SPDR ETF | $49.52万 | 0.16% | 948 | 260 | 37.8% | $13.58万 | 加仓 |
| SPXU | PROSHARES TR ETF | $48.19万 | 0.15% | 13,000 | 4,000 | 44.4% | $14.83万 | 加仓 |
| VO | VANGUARD MID CAP ETF | $48.15万 | 0.15% | 5,976 | -412 | -6.4% | -$3.32万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $45.24万 | 0.14% | 14,152 | -850 | -5.7% | -$2.72万 | 减仓 |
| LRCX | LAM RESH CORP | $44.63万 | 0.14% | 1,030 | -100 | -8.8% | -$4.33万 | 减仓 |
| NKE | NIKE INC CLASS B | $43.97万 | 0.14% | 10,712 | 162 | 1.5% | $6,650 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $43.14万 | 0.14% | 576 | 20 | 3.6% | $1.50万 | 加仓 |
| PCAR | PACCAR INC | $42.78万 | 0.14% | 3,561 | -104 | -2.8% | -$1.25万 | 减仓 |
| DFAE | DIMENSIONAL ETF TR ETF | $41.39万 | 0.13% | 10,294 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $41.33万 | 0.13% | 3,975 | -249 | -5.9% | -$2.59万 | 减仓 |
| AMGN | AMGEN INC | $41.14万 | 0.13% | 1,136 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE IN ETF | $40.94万 | 0.13% | 3,941 | 392 | 11.0% | $4.07万 | 加仓 |
| ENVX | ENOVIX CORP | $40.84万 | 0.13% | 67,275 | -860 | -1.3% | -$5,220 | 减仓 |
| MUB | ISHARES NATIONAL ETF | $40.36万 | 0.13% | 3,750 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $39.85万 | 0.13% | 2,440 | 2,440 | — | $39.85万 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $39.61万 | 0.13% | 3,670 | 252 | 7.4% | $2.72万 | 加仓 |
| ITOT | ISHARES CORE S&P TOT ETF | $38.60万 | 0.12% | 2,350 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $38.60万 | 0.12% | 4,618 | -543 | -10.5% | -$4.54万 | 减仓 |
| VIG | VANGUARD DIVIDEND ETF | $38.57万 | 0.12% | 1,630 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $38.18万 | 0.12% | 6,700 | -2,431 | -26.6% | -$13.85万 | 减仓 |
| NFLX | NETFLIX INC | $37.52万 | 0.12% | 5,255 | -3,272 | -38.4% | -$23.36万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $36.88万 | 0.12% | 6,400 | 969 | 17.8% | $5.58万 | 加仓 |
| — | DIMENSIONAL TR US SM ETF | $36.43万 | 0.12% | 4,425 | 1 | 0.0% | $82 | 加仓 |
| CGXU | CAPITAL GRP INTL ETF | $35.99万 | 0.11% | 10,396 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.57万 | 0.11% | 2,045 | 1 | 0.0% | $169 | 加仓 |
| CGDG | CAPITAL GRP WORLD ETF | $34.13万 | 0.11% | 9,100 | 900 | 11.0% | $3.38万 | 加仓 |
| PAYX | PAYCHEX INC | $33.10万 | 0.11% | 3,366 | -637 | -15.9% | -$6.26万 | 减仓 |
| TGT | TARGET CORP | $32.26万 | 0.10% | 2,470 | -254 | -9.3% | -$3.32万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $31.67万 | 0.10% | 1,486 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $31.55万 | 0.10% | 312 | 20 | 6.8% | $2.02万 | 加仓 |
| PLD | PROLOGIS INC | $31.10万 | 0.10% | 2,296 | 199 | 9.5% | $2.70万 | 加仓 |
| NOBL | PROSHARES S&P 500 ETF | $30.41万 | 0.10% | 5,414 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $30.14万 | 0.10% | 2,550 | -150 | -5.6% | -$1.77万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN ETF | $29.91万 | 0.09% | 6,570 | -585 | -8.2% | -$2.66万 | 减仓 |
| — | SPROTT JUNIOR COPPER ETF | $29.01万 | 0.09% | 7,325 | -2,400 | -24.7% | -$9.50万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES | $28.84万 | 0.09% | 49,045 | -800 | -1.6% | -$4,704 | 减仓 |
| XLE | SELECT SECTOR SPDR ETF | $28.79万 | 0.09% | 5,420 | 1,050 | 24.0% | $5.58万 | 加仓 |
| PEP | PEPSICO INCORPORATED | $28.32万 | 0.09% | 2,091 | 153 | 7.9% | $2.07万 | 加仓 |
| LVHI | FRANKLIN INTL LOW ETF | $28.31万 | 0.09% | 6,975 | 6,975 | — | $28.31万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $27.91万 | 0.09% | 2,242 | -77 | -3.3% | -$9,584 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $27.39万 | 0.09% | 1,814 | 1,814 | — | $27.39万 | 新建仓 |
| GBCI | GLACIER BANCORP INC | $26.47万 | 0.08% | 5,132 | 5,132 | — | $26.47万 | 新建仓 |
| DFIV | DIMENSIONAL TR ETF | $26.25万 | 0.08% | 4,859 | 0 | 0.0% | — | 不变 |
| SDCI | USCF TR ETF | $26.18万 | 0.08% | 9,900 | -850 | -7.9% | -$2.25万 | 减仓 |
| VRT | VERTIV HOLDINGS LLC | $26.12万 | 0.08% | 780 | -200 | -20.4% | -$6.70万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK ETF | $25.89万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT TERM ETF | $25.45万 | 0.08% | 3,267 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P500 VALUE ETF | $25.27万 | 0.08% | 1,113 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE ETF | $25.22万 | 0.08% | 5,235 | -199 | -3.7% | -$9,588 | 减仓 |
| BA | BOEING CO | $24.74万 | 0.08% | 1,143 | 500 | 77.8% | $10.82万 | 加仓 |
| VICI | VICI PPTYS INC | $24.53万 | 0.08% | 9,240 | 650 | 7.6% | $1.73万 | 加仓 |
| CGMU | CAPITAL GRP ETF | $24.52万 | 0.08% | 8,925 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS | $24.44万 | 0.08% | 1,077 | 1,077 | — | $24.44万 | 新建仓 |
| ETN | EATON CORP PLC | $24.37万 | 0.08% | 572 | 572 | — | $24.37万 | 新建仓 |
| NOW | SERVICENOW INC | $24.27万 | 0.08% | 2,445 | 2,445 | — | $24.27万 | 新建仓 |
| WAB | WABTEC | $24.10万 | 0.08% | 894 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $23.39万 | 0.07% | 3,775 | -333 | -8.1% | -$2.06万 | 减仓 |
| IJJ | ISHARES S&P MIDCAP ETF | $23.11万 | 0.07% | 1,564 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COMMON | $22.43万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FD TR ETF | $21.76万 | 0.07% | 4,075 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $21.37万 | 0.07% | 205 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP | $21.24万 | 0.07% | 5,141 | -908 | -15.0% | -$3.75万 | 减仓 |
| GPIX | GOLDMAN SACHS TR ETF | $21.20万 | 0.07% | 3,814 | 25 | 0.7% | $1,389 | 加仓 |
| OMFL | INVESCO SELF ETF | $21.04万 | 0.07% | 3,070 | 91 | 3.1% | $6,237 | 加仓 |
| VWO | VANGUARD INTL EQUITY ETF | $20.80万 | 0.07% | 3,484 | -144 | -4.0% | -$8,595 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS | $20.78万 | 0.07% | 17,459 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES ETF | $20.46万 | 0.06% | 9,720 | 9,720 | — | $20.46万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $20.30万 | 0.06% | 5,335 | -1,107 | -17.2% | -$4.21万 | 减仓 |
| AGG | ISHARES CORE U.S. ETF | $19.73万 | 0.06% | 1,993 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P MIDCAP ETF | $18.53万 | 0.06% | 1,089 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP ETF | $18.11万 | 0.06% | 1,604 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $18.02万 | 0.06% | 284 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $17.25万 | 0.05% | 725 | 0 | 0.0% | — | 重新持有 |
| INTC | INTEL CORP | $17.10万 | 0.05% | 1,225 | 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 |
| SHY | ISHARES ETF | $17.01万 | 0.05% | 2,072 | 0 | 0.0% | — | 不变 |