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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $1,271.78万 | 4.67% | 12,763 | 83 | 0.7% | $8.27万 | 加仓 |
| AAPL | APPLE INC | $1,224.66万 | 4.49% | 48,255 | 679 | 1.4% | $17.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,172.72万 | 4.30% | 31,681 | 4,762 | 17.7% | $176.27万 | 加仓 |
| AMZN | AMAZON COM INC | $1,000.70万 | 3.67% | 48,048 | 6,131 | 14.6% | $127.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $901.72万 | 3.31% | 15,623 | 39 | 0.3% | $2.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $823.94万 | 3.02% | 47,244 | 2,783 | 6.3% | $48.54万 | 加仓 |
| GOOGL | ALPHABET INC | $648.94万 | 2.38% | 22,567 | 1,501 | 7.1% | $43.16万 | 加仓 |
| CVX | CHEVRON CORPORATION | $627.15万 | 2.30% | 30,312 | -4,448 | -12.8% | -$92.03万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $610.23万 | 2.24% | 9,383 | -53 | -0.6% | -$3.45万 | 减仓 |
| SYK | STRYKER CORPORATION | $531.36万 | 1.95% | 16,171 | 1,229 | 8.2% | $40.38万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $482.23万 | 1.77% | 186,984 | 62,652 | 50.4% | $161.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $465.81万 | 1.71% | 151,829 | 31,545 | 26.2% | $96.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $462.72万 | 1.70% | 15,730 | 354 | 2.3% | $10.41万 | 加仓 |
| META | META PLATFORMS INC | $445.73万 | 1.64% | 7,791 | 1,025 | 15.1% | $58.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $390.62万 | 1.43% | 6,537 | 250 | 4.0% | $14.94万 | 加仓 |
| RTX | RTX CORPORATION | $356.11万 | 1.31% | 18,461 | -390 | -2.1% | -$7.52万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $340.58万 | 1.25% | 84,742 | 14,965 | 21.4% | $60.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $326.74万 | 1.20% | 9,560 | -161 | -1.7% | -$5.50万 | 减仓 |
| HD | HOME DEPOT INC | $324.87万 | 1.19% | 9,878 | 178 | 1.8% | $5.85万 | 加仓 |
| — | EXXON MOBIL CORP | $292.26万 | 1.07% | 17,226 | -1,949 | -10.2% | -$33.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $283.06万 | 1.04% | 5,907 | 119 | 2.1% | $5.70万 | 加仓 |
| CAT | CATERPILLAR INC | $274.08万 | 1.01% | 3,869 | -49 | -1.3% | -$3.47万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $273.41万 | 1.00% | 5,931 | 263 | 4.6% | $12.12万 | 加仓 |
| PTRB | PGIM ETF TR | $270.70万 | 0.99% | 65,214 | 1,767 | 2.8% | $7.33万 | 加仓 |
| GOOG | ALPHABET INC | $257.18万 | 0.94% | 8,965 | -338 | -3.6% | -$9.70万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $252.33万 | 0.93% | 59,315 | 24,945 | 72.6% | $106.12万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $238.34万 | 0.87% | 90,763 | 4,860 | 5.7% | $12.76万 | 加仓 |
| V | VISA INC | $230.95万 | 0.85% | 7,641 | -315 | -4.0% | -$9.52万 | 减仓 |
| LOW | LOWES COS INC | $224.18万 | 0.82% | 9,488 | -22 | -0.2% | -$5,198 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $218.69万 | 0.80% | 14,950 | 705 | 4.9% | $10.31万 | 加仓 |
| CSCO | CISCO SYS INC | $214.78万 | 0.79% | 27,682 | 16 | 0.1% | $1,241 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $211.93万 | 0.78% | 6,273 | 295 | 4.9% | $9.97万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $209.14万 | 0.77% | 72,745 | 20,235 | 38.5% | $58.18万 | 加仓 |
| AVGO | BROADCOM INC | $202.76万 | 0.74% | 6,551 | 1,588 | 32.0% | $49.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $193.67万 | 0.71% | 7,990 | 385 | 5.1% | $9.33万 | 加仓 |
| MCD | MCDONALDS CORP | $187.11万 | 0.69% | 6,021 | 356 | 6.3% | $11.06万 | 加仓 |
| MRK | MERCK & CO INC | $186.72万 | 0.68% | 15,523 | -357 | -2.2% | -$4.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $181.41万 | 0.67% | 12,560 | 879 | 7.5% | $12.70万 | 加仓 |
| MS | MORGAN STANLEY | $179.19万 | 0.66% | 10,888 | 838 | 8.3% | $13.79万 | 加仓 |
| IJH | ISHARES TR | $177.98万 | 0.65% | 26,355 | 178 | 0.7% | $1.20万 | 加仓 |
| WMT | WALMART INC | $171.42万 | 0.63% | 13,793 | 53 | 0.4% | $6,587 | 加仓 |
| KO | COCA COLA CO | $166.43万 | 0.61% | 21,884 | 541 | 2.5% | $4.11万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $162.77万 | 0.60% | 59,775 | -1,552 | -2.5% | -$4.23万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $159.10万 | 0.58% | 31,694 | -792 | -2.4% | -$3.98万 | 减仓 |
| WM | WASTE MGMT INC DEL | $154.37万 | 0.57% | 6,718 | 55 | 0.8% | $1.26万 | 加仓 |
| — | HONEYWELL INTL INC | $153.35万 | 0.56% | 6,784 | -373 | -5.2% | -$8.43万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $150.14万 | 0.55% | 5,377 | 274 | 5.4% | $7.65万 | 加仓 |
| MDT | MEDTRONIC PLC | $147.77万 | 0.54% | 17,054 | 55 | 0.3% | $4,766 | 加仓 |
| TMUS | T-MOBILE US INC | $145.70万 | 0.53% | 6,937 | 272 | 4.1% | $5.71万 | 加仓 |
| ABBV | ABBVIE INC | $145.35万 | 0.53% | 6,683 | 96 | 1.5% | $2.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $142.80万 | 0.52% | 5,842 | 68 | 1.2% | $1.66万 | 加仓 |
| IJR | ISHARES TR | $142.06万 | 0.52% | 11,428 | -134 | -1.2% | -$1.67万 | 减仓 |
| FDX | FEDEX CORP | $138.90万 | 0.51% | 3,900 | -279 | -6.7% | -$9.94万 | 减仓 |
| AVA | AVISTA CORP | $134.31万 | 0.49% | 33,460 | -674 | -2.0% | -$2.71万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $132.23万 | 0.49% | 59,191 | 1,450 | 2.5% | $3.24万 | 加仓 |
| USB | US BANCORP | $130.91万 | 0.48% | 25,171 | -751 | -2.9% | -$3.91万 | 减仓 |
| ORCL | ORACLE CORP | $125.50万 | 0.46% | 8,531 | 817 | 10.6% | $12.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $123.91万 | 0.45% | 7,729 | 1,163 | 17.7% | $18.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $116.68万 | 0.43% | 3,453 | 531 | 18.2% | $17.94万 | 加仓 |
| — | SPDR INDEX SHS FDS | $112.43万 | 0.41% | 14,572 | 2,880 | 24.6% | $22.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $109.41万 | 0.40% | 12,212 | 236 | 2.0% | $2.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $109.32万 | 0.40% | 8,344 | -63 | -0.7% | -$8,254 | 减仓 |
| TXN | TEXAS INSTRS INC | $109.02万 | 0.40% | 5,616 | -28 | -0.5% | -$5,436 | 减仓 |
| BX | BLACKSTONE INC | $107.33万 | 0.39% | 9,334 | 1,593 | 20.6% | $18.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.18万 | 0.39% | 10,439 | 871 | 9.1% | $8.94万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $106.10万 | 0.39% | 3,074 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $104.37万 | 0.38% | 6,172 | 96 | 1.6% | $1.62万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $104.07万 | 0.38% | 7,027 | 40 | 0.6% | $5,924 | 加仓 |
| SO | SOUTHERN CO | $101.21万 | 0.37% | 10,486 | 105 | 1.0% | $1.01万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $98.86万 | 0.36% | 13,744 | 3,143 | 29.6% | $22.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $98.79万 | 0.36% | 15,416 | 396 | 2.6% | $2.54万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $96.01万 | 0.35% | 18,970 | 8,390 | 79.3% | $42.46万 | 加仓 |
| LLY | ELI LILLY & CO | $95.76万 | 0.35% | 1,041 | 25 | 2.5% | $2.30万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $93.87万 | 0.34% | 10,169 | 1,754 | 20.8% | $16.19万 | 加仓 |
| IEFA | ISHARES TR | $90.48万 | 0.33% | 9,995 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $89.81万 | 0.33% | 3,702 | -331 | -8.2% | -$8.03万 | 减仓 |
| SMH | VANECK ETF TRUST | $89.77万 | 0.33% | 2,341 | 1,185 | 102.5% | $45.44万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $89.63万 | 0.33% | 2,151 | 206 | 10.6% | $8.58万 | 加仓 |
| LIN | LINDE PLC | $87.17万 | 0.32% | 1,758 | 637 | 56.8% | $31.59万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $87.14万 | 0.32% | 2,881 | -18 | -0.6% | -$5,444 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $87.10万 | 0.32% | 5,601 | -9 | -0.2% | -$1,400 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $84.85万 | 0.31% | 22,808 | 5,773 | 33.9% | $21.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $84.09万 | 0.31% | 1,391 | 5 | 0.4% | $3,023 | 加仓 |
| NFLX | NETFLIX INC. | $81.99万 | 0.30% | 8,527 | 1,701 | 24.9% | $16.36万 | 加仓 |
| FEGE | RBB FUND TRUST | $80.68万 | 0.30% | 17,165 | 5,650 | 49.1% | $26.55万 | 加仓 |
| BLK | BLACKROCK INC | $80.14万 | 0.29% | 833 | -17 | -2.0% | -$1.64万 | 减仓 |
| TJX | TJX COS INC NEW | $79.70万 | 0.29% | 4,990 | 649 | 15.0% | $10.37万 | 加仓 |
| IWM | ISHARES TR | $79.29万 | 0.29% | 3,197 | -351 | -9.9% | -$8.70万 | 减仓 |
| IJT | ISHARES TR | $79.09万 | 0.29% | 5,465 | -680 | -11.1% | -$9.84万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $77.82万 | 0.29% | 2,990 | -183 | -5.8% | -$4.76万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $76.19万 | 0.28% | 16,820 | 50 | 0.3% | $2,265 | 加仓 |
| DHR | DANAHER CORP DEL | $75.78万 | 0.28% | 3,997 | 227 | 6.0% | $4.30万 | 加仓 |
| IEMG | ISHARES INC | $75.58万 | 0.28% | 10,836 | 1,937 | 21.8% | $13.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $73.93万 | 0.27% | 14,975 | 14,250 | 1,965.5% | $70.35万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $73.74万 | 0.27% | 2,539 | -815 | -24.3% | -$23.67万 | 减仓 |
| TSLA | TESLA INC | $73.12万 | 0.27% | 1,967 | 96 | 5.1% | $3.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.61万 | 0.26% | 2,647 | 134 | 5.3% | $3.63万 | 加仓 |
| SNOW | SNOWFLAKE INC | $66.10万 | 0.24% | 4,383 | 125 | 2.9% | $1.89万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $62.51万 | 0.23% | 21,290 | 7,850 | 58.4% | $23.05万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $62.19万 | 0.23% | 3,845 | 3,685 | 2,303.1% | $59.60万 | 加仓 |