13F 机构持仓

Richardson Capital Management LLC

MENOMONEE FALLS WI · SEC CIK 0001621646

2026Q22026Q1 更早 9 个季度 🔒
$2.07亿2026Q1 申报市值
394持仓数
87.2%前十大占比 · 第一大 22.2%
151 / 7新建仓 / 清仓
申报市值走势$2.34亿2026Q2
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

SCHX 22.2%
SCHG 14.7%
FNDX 13.5%
VOO 10.7%
IJH 8.7%
SCHD 6.2%
NVDA 5.0%
Dimensional US 2.5%
Matthews EM Di 1.8%
SCHM 1.8%

2026Q1 买入最多 按季末市值估算

FNDX 加仓+$542.32万
Dimensional US S 加仓+$507.94万
VOO 加仓+$330.32万
PULS 新建仓+$192.63万
SCHX 加仓+$123.36万

2026Q1 卖出最多 按季末市值估算

SCHD 减仓-$873.82万
VYM 减仓-$112.43万
SCHM 减仓-$40.42万
SCHK 减仓-$18.34万
GBTC 清仓-$14.93万

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
EXP Eagle Materials Inc $3,6000.00%19 19— $3,600 新建仓
HOG Harley Davidson, Inc. $3,7330.00%185 00.0% — 不变
NPO Enpro Inc $3,7600.00%15 15— $3,760 新建仓
SITM SiTime Corp $3,7990.00%11 11— $3,799 新建仓
— FTC Solar Inc $3,8400.00%1,016 00.0% — 不变
AJG Gallagher Arthur J & Co $3,8980.00%18 18— $3,898 新建仓
SU Suncor Energy Inc $3,9000.00%59 59— $3,900 新建仓
BEPC Brookfield Renewable Corp $3,9830.00%100 100— $3,983 新建仓
WAB Westinghouse Air Brake Technologies Corp $3,9990.00%16 00.0% — 不变
H Hyatt Hotels Corp $4,0260.00%28 28— $4,026 新建仓
FWONK Liberty Media Corp Registered Shs Series -C- Formu $4,0810.00%48 48— $4,081 新建仓
OPLN Openlane Inc $4,1100.00%141 141— $4,110 新建仓
WELL Welltower Inc Com $4,1520.00%21 21— $4,152 新建仓
BRKR Bruker Corp $4,1540.00%115 115— $4,154 新建仓
EHC Encompass Health Corp $4,1590.00%43 43— $4,159 新建仓
— Mister Car Wash Inc $4,1750.00%599 599— $4,175 新建仓
SPYG SPDR S&P 500 Growth $4,2100.00%43 00.0% — 不变
UNH Unitedhealth Group Inc $4,3290.00%16 9128.6% $2,435 加仓
SPOT SPOTIFY TECHNOLOGY SA $4,3640.00%9 9— $4,364 新建仓
VMI Valmont Industries Inc $4,3950.00%11 11— $4,395 新建仓
TECH Bio- Techne Corp $4,4420.00%85 85— $4,442 新建仓
AON AON PLC $4,5190.00%14 14— $4,519 新建仓
SARO StandardAero Inc $4,5200.00%175 175— $4,520 新建仓
BND Vanguard Total Bond Market ETF $4,5880.00%62 00.0% — 不变
DPZ Domino s Pizza Inc $4,6640.00%13 13— $4,664 新建仓
ANET ARISTA NETWORKS INC $4,6660.00%38 38— $4,666 新建仓
FIS Fidelity National Information Services, Inc. $4,6910.00%100 00.0% — 不变
CSGP CoStar Group Inc $4,8000.00%119 119— $4,800 新建仓
LPLA LPL Financial Holdings Inc $4,8130.00%16 16— $4,813 新建仓
SAN Banco Santander S A Sponsored Adr $4,8170.00%427 427— $4,817 新建仓
UL Unilever Plc Adr New $4,8420.00%85 85— $4,842 新建仓
SDY SPDR S&P Dividend (ETF) $4,9620.00%34 00.0% — 不变
LSCC Lattice Semiconductor Corp $5,1020.00%55 55— $5,102 新建仓
AMT Amern Tower Corp Class A $5,1770.00%30 25500.0% $4,314 加仓
MDLZ Mondelez Intl Inc Cl A $5,1880.00%90 00.0% — 不变
SHOP Shopify Inc $5,2190.00%44 44— $5,219 新建仓
APG API Group Corp COM USD0.0001 $5,2270.00%129 109545.0% $4,417 加仓
EQH Equitable Holdings Inc $5,2330.00%141 119540.9% $4,417 加仓
MDT Medtronic Inc $5,2860.00%61 55916.7% $4,766 加仓
FICO Fair Isaac Corp $5,3380.00%5 5— $5,338 新建仓
ITUB Itau Unibanco Holding SA $5,3630.00%640 640— $5,363 新建仓
CW Curtiss-Wright Corp $5,4490.00%8 8— $5,449 新建仓
PANW Palo Alto Networks Inc $5,4510.00%34 34— $5,451 新建仓
CDNS CADENCE DESIGN SYSTEMS INC $5,5570.00%20 20— $5,557 新建仓
ESTA Establishment Labs Holdings Inc $5,6780.00%100 100— $5,678 新建仓
ETN Eaton Corporation $5,7230.00%16 16— $5,723 新建仓
VEEV Veeva Systems Inc $5,7970.00%33 33— $5,797 新建仓
CASY Casey s General Stores Inc $5,8230.00%8 8— $5,823 新建仓
— Matthews EM Equity Active ETF $5,9430.00%160 00.0% — 不变
DLTR DOLLAR TREE STORES INC $6,0230.00%55 46511.1% $5,037 加仓
HQY HealthEquity Inc $6,1840.00%74 74— $6,184 新建仓
BSX Boston Scientific Corp $6,4010.00%102 75277.8% $4,707 加仓
NTAP Network Appliance Inc $6,4510.00%63 53530.0% $5,427 加仓
ISRG Intuitive Surgical Inc $6,4540.00%14 14— $6,454 新建仓
MSCI MSCI Inc $6,4680.00%12 12— $6,468 新建仓
SYK Stryker Corp $6,5720.00%20 00.0% — 不变
TPR Tapestry Inc $6,6320.00%47 40571.4% $5,644 加仓
CRWD CrowdStrike Holdings Inc $6,6370.00%17 17— $6,637 新建仓
JLL Jones Lang LaSalle Inc $6,6950.00%22 19633.3% $5,782 加仓
IDXX IDEXX Laboratories Inc $6,7430.00%12 12— $6,743 新建仓
LUMN Lumen Technologies Inc $6,9500.00%1,000 00.0% — 不变
FCX Freeport Mcmoran Copper $7,0540.00%120 101531.6% $5,937 加仓
PB Prosperity Bancshares Inc $7,0540.00%105 105— $7,054 新建仓
LFUS Littelfuse Inc $7,1260.00%21 15.0% $339 加仓
GBCI Glacier Bancorp Inc $7,1470.00%160 00.0% — 不变
CVS C V S Caremark Corp $7,1820.00%100 00.0% — 不变
TGT Target Corporation $7,2720.00%60 00.0% — 不变
LEN Lennar Corp Cl A $7,2950.00%84 791,580.0% $6,861 加仓
GE GE Aerospace $7,3780.00%26 26— $7,378 新建仓
RPV Invesco S&P 500 Pure Value ETF $7,5170.00%70 00.0% — 不变
IWO iShares Russell 2000 Growth ETF $7,8450.00%25 00.0% — 不变
RJF Raymond James Finl Inc $7,9630.00%55 00.0% — 不变
ALC Alcon Inc $8,0620.00%107 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HO $8,2560.00%1,376 1,376— $8,256 新建仓
BRO Brown & Brown Inc $8,2820.00%127 127— $8,282 新建仓
CSL Carlisle Companies Inc $8,3410.00%25 00.0% — 不变
XYL Xylem Inc $8,4850.00%71 60545.5% $7,170 加仓
MA Mastercard Incorporated $8,4940.00%17 17— $8,494 新建仓
IWN iShares Russell 2000 Value ETF $8,5320.00%45 00.0% — 不变
TYL Tyler Technologies Inc $8,5600.00%25 25— $8,560 新建仓
KDP Keurig Dr Pepper Inc $8,7420.00%332 280538.5% $7,373 加仓
NOW SERVICENOW INC $8,8870.00%85 85— $8,887 新建仓
NI Nisource Inc Holding Co $8,9120.00%191 161536.7% $7,512 加仓
ABBV AbbVie Inc $8,9170.00%41 35583.3% $7,612 加仓
PFE Pfizer Incorporated $9,0700.00%323 272533.3% $7,638 加仓
LNTH Lantheus Holdings Inc $9,1020.00%120 00.0% — 不变
CWST Casella Waste Systems Inc $9,1240.00%115 3543.8% $2,777 加仓
ROP Roper Industries Inc $9,2000.00%26 252,500.0% $8,846 加仓
BIPC Brookfield Infrastructure Corp $9,2080.00%233 233— $9,208 新建仓
CPRT Copart Inc $9,5620.00%288 288— $9,562 新建仓
CSX C S X Corp $9,5650.00%233 196529.7% $8,046 加仓
MKL MARKEL CORPORATION $9,5700.00%5 5— $9,570 新建仓
V Visa Inc Cl A $9,6720.00%32 32— $9,672 新建仓
MS Morgan Stanley $9,7100.00%59 50555.6% $8,229 加仓
ETR Entergy Corp New $9,7750.00%87 73521.4% $8,202 加仓
NTST NETSTREIT ORD $9,7920.00%520 00.0% — 不变
AWK American Water Works Co Inc $9,7980.00%72 00.0% — 不变
APO Apollo Global Management Inc $9,8050.00%88 74528.6% $8,245 加仓
OII Oceaneering International Inc $9,9320.00%280 280— $9,932 新建仓
KKR KKR & Co Inc $1.01万0.00%109 109— $1.01万 新建仓