13F 机构持仓

Richmond Brothers, Inc.

JACKSON MI · SEC CIK 0001540462

2026Q22026Q1 更早 9 个季度 🔒
$1.50亿2026Q1 申报市值
36持仓数
70.1%前十大占比 · 第一大 29.0%
0 / 0新建仓 / 清仓
申报市值走势$1.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 29.0%
VDE 5.7%
VPU 4.7%
VAW 4.7%
VIS 4.6%
VDC 4.4%
VOX 4.4%
VHT 4.3%
VGT 4.2%
VFH 4.1%

2026Q1 买入最多 按季末市值估算

VNQ 加仓+$299.31万
CONNECT BIOPHARM 加仓+$79.41万
HERON THERAPEUTI 加仓+$69.18万
GOF 加仓+$19.68万
ALVO 加仓+$10.59万

2026Q1 卖出最多 按季末市值估算

BIV 减仓-$113.18万
BLV 减仓-$107.43万
VTIP 减仓-$93.30万
EDV 减仓-$79.43万
SSO 减仓-$56.87万

2026Q1 持仓明细 点表头排序

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
— OCEAN PWR TECHNOLOGIES INC $4,1460.00%11,846 -6,512-35.5% -$2,279 减仓
— ROCKWELL MED INC $2.73万0.02%30,611 00.0% — 不变
ALVO ALVOTECH $15.38万0.10%44,830 30,864221.0% $10.59万 加仓
NVG NUVEEN AMT FREE MUN CR INC F $15.55万0.10%12,610 -2,229-15.0% -$2.75万 减仓
AMZN AMAZON COM INC $21.95万0.15%1,054 636.4% $1.31万 加仓
BIL SPDR SERIES TRUST $25.03万0.17%2,731 00.0% — 不变
GOOG ALPHABET INC $25.56万0.17%891 00.0% — 不变
IVV ISHARES TR $36.32万0.24%556 00.0% — 不变
GOOGL ALPHABET INC $38.30万0.26%1,332 40.3% $1,150 加仓
MDXG MIMEDX GROUP INC $46.54万0.31%117,827 25,63927.8% $10.13万 加仓
MSFT MICROSOFT CORP $83.98万0.56%2,268 30.1% $1,111 加仓
TQQQ PROSHARES TR $92.43万0.62%22,175 1,2235.8% $5.10万 加仓
— HERON THERAPEUTICS INC $114.95万0.77%1,436,705 864,587151.1% $69.18万 加仓
QLD PROSHARES TR $122.88万0.82%20,145 -9,007-30.9% -$54.94万 减仓
— CONNECT BIOPHARMA HLDGS LTD $124.86万0.83%476,584 303,099174.7% $79.41万 加仓
SSO PROSHARES TR $129.60万0.86%24,980 -10,961-30.5% -$56.87万 减仓
EDV VANGUARD WORLD FD $193.74万1.29%29,829 -12,229-29.1% -$79.43万 减仓
VTIP VANGUARD MALVERN FDS $201.41万1.34%40,322 -18,678-31.7% -$93.30万 减仓
BSV VANGUARD BD INDEX FDS $254.05万1.69%32,400 -2,194-6.3% -$17.20万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $282.38万1.88%5,892 601.0% $2.88万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $284.76万1.90%258,405 17,8607.4% $19.68万 加仓
AAPL APPLE INC $294.00万1.96%11,585 -1,112-8.8% -$28.22万 减仓
BLV VANGUARD BD INDEX FDS $432.42万2.88%62,869 -15,619-19.9% -$107.43万 减仓
BIV VANGUARD BD INDEX FDS $439.27万2.93%56,916 -14,665-20.5% -$113.18万 减仓
VCR VANGUARD WORLD FD $601.60万4.01%16,759 -312-1.8% -$11.20万 减仓
VNQ VANGUARD INDEX FDS $617.21万4.11%69,588 33,74694.2% $299.31万 加仓
VFH VANGUARD WORLD FD $617.74万4.11%51,132 -751-1.4% -$9.07万 减仓
VGT VANGUARD WORLD FD $629.91万4.19%9,030 -197-2.1% -$13.74万 减仓
VHT VANGUARD WORLD FD $648.32万4.32%23,807 -560-2.3% -$15.25万 减仓
VOX VANGUARD WORLD FD $658.70万4.39%36,626 -1,202-3.2% -$21.62万 减仓
VDC VANGUARD WORLD FD $664.88万4.43%29,607 -691-2.3% -$15.52万 减仓
VIS VANGUARD WORLD FD $684.99万4.56%21,940 -1,064-4.6% -$33.22万 减仓
VAW VANGUARD WORLD FD $699.30万4.66%31,033 -1,391-4.3% -$31.34万 减仓
VPU VANGUARD WORLD FD $712.24万4.74%35,948 -770-2.1% -$15.26万 减仓
VDE VANGUARD WORLD FD $851.51万5.67%49,212 -2,702-5.2% -$46.75万 减仓
QQQ INVESCO QQQ TR $4,352.10万28.98%75,408 -762-1.0% -$43.98万 减仓