13F 机构持仓

Richardson Capital Management LLC

MENOMONEE FALLS WI · SEC CIK 0001621646

2026Q22026Q1 更早 9 个季度 🔒
$2.34亿2026Q2 申报市值
243持仓数
87.9%前十大占比 · 第一大 22.5%
4 / 155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 22.5%
SCHG 15.1%
FNDX 13.7%
VOO 10.8%
IJH 8.8%
SCHD 5.5%
NVDA 5.1%
Dimensional US 2.5%
Matthews EM Di 2.0%
SCHM 1.9%

2026Q2 买入最多 按季末市值估算

FNDX 加仓+$79.08万
VTI 加仓+$23.06万
IJH 加仓+$20.76万
Dimensional US S 加仓+$19.56万
Matthews EM Disc 加仓+$15.31万

2026Q2 卖出最多 按季末市值估算

PULS 减仓-$83.85万
SCHD 减仓-$56.02万
VOYG 减仓-$29.39万
AAPL 减仓-$25.74万
VOO 减仓-$21.98万

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
MA Mastercard Incorporated $8,7310.00%17 00.0% — 不变
ABBV AbbVie Inc $8,8070.00%35 -6-14.6% -$1,510 减仓
CSL Carlisle Companies Inc $9,0690.00%25 00.0% — 不变
LFUS Littelfuse Inc $9,1070.00%20 -1-4.8% -$455 减仓
MTDR Matador Resources Co $9,2090.00%185 00.0% — 不变
AWK American Water Works Co Inc $9,4740.00%72 00.0% — 不变
ABT Abbott Laboratories $9,5280.00%105 00.0% — 不变
IWO iShares Russell 2000 Growth ETF $9,8490.00%25 00.0% — 不变
IWN iShares Russell 2000 Value ETF $9,9540.00%45 00.0% — 不变
SCI S C I Systems Inc $1.03万0.00%135 00.0% — 不变
CVS C V S Caremark Corp $1.03万0.00%100 00.0% — 不变
MS Morgan Stanley $1.05万0.00%50 -9-15.3% -$1,881 减仓
ETH GRAYSCALE ETHEREUM MINI ETF $1.07万0.00%712 15828.5% $2,375 加仓
CI Cigna Corp $1.08万0.00%39 00.0% — 不变
V Visa Inc Cl A $1.10万0.00%32 00.0% — 不变
NTST NETSTREIT ORD $1.10万0.00%520 00.0% — 不变
OII Oceaneering International Inc $1.13万0.00%280 00.0% — 不变
PANW Palo Alto Networks Inc $1.16万0.00%34 00.0% — 不变
WCN Waste Connections Inc $1.17万0.00%70 -91-56.5% -$1.52万 减仓
RECS Columbia Research Enhanced Core ETF $1.19万0.01%276 00.0% — 不变
PNC Pnc Finl Services Gp Inc $1.23万0.01%50 00.0% — 不变
TECK Teck Resources Ltd $1.28万0.01%215 00.0% — 不变
VNQI Vanguard Global ex-US Real Estate ETF $1.28万0.01%286 00.0% — 不变
HBAN Huntington Bancshs Inc $1.29万0.01%730 00.0% — 不变
CRWD CrowdStrike Holdings Inc $1.30万0.01%17 00.0% — 不变
PNFP Pinnacle Financial Partners Inc $1.31万0.01%130 00.0% — 不变
LNTH Lantheus Holdings Inc $1.33万0.01%120 00.0% — 不变
BR Broadridge Financial Solutions Inc $1.37万0.01%100 00.0% — 不变
CNM CORE & MAIN INC-CLASS A $1.40万0.01%290 00.0% — 不变
BNY Bank of New York Mellon Corp $1.42万0.01%98 -18-15.5% -$2,603 减仓
SOLV Solventum Corp $1.44万0.01%187 00.0% — 不变
SOLS Solstice Advanced Materials Inc $1.47万0.01%166 00.0% — 不变
DOW Dow Chemical Company $1.59万0.01%582 00.0% — 不变
OUNZ VanEck Merk Gold Trust $1.62万0.01%421 00.0% — 不变
EXC Exelon Corporation $1.63万0.01%350 00.0% — 不变
ORCL Oracle Corporation $1.66万0.01%113 -15-11.7% -$2,198 减仓
MLM Martin Marietta Materials Inc $1.73万0.01%30 -18-37.5% -$1.04万 减仓
VIGI Vanguard Int'l Dividend Appreciation ETF $1.74万0.01%186 00.0% — 不变
ENTG Entegris Inc $1.74万0.01%97 00.0% — 不变
APAM Artisan Partners Asset Mgmt Inc $1.77万0.01%513 51.0% $173 加仓
RSP Guggenheim S&P 500 Equal Weight ETF $1.79万0.01%84 00.0% — 不变
— Arcosa Inc $1.82万0.01%125 00.0% — 不变
VIOO Vanguard S&P Small-Cap 600 ETF $1.83万0.01%133 00.0% — 不变
SBUX Starbucks Corp $1.89万0.01%185 00.0% — 不变
VNQ Vanguard Real Estate ETF $1.94万0.01%201 00.0% — 不变
IWD iShares Russell 1000 Value ETF $1.94万0.01%80 -143-64.1% -$3.47万 减仓
PSX PHILLIPS 66 INC COMMON STOCK $1.94万0.01%115 00.0% — 不变
HLT Hilton Hotels Corp $1.95万0.01%59 00.0% — 不变
C Citigroup Inc $1.96万0.01%140 00.0% — 不变
WMB WILLIAMS COMPANIES $1.97万0.01%265 00.0% — 不变
ESI Element Solutions Inc $2.01万0.01%420 00.0% — 不变
USFD US Food Holding Corp $2.04万0.01%200 00.0% — 不变
XLK Sector SPDR - Technology $2.06万0.01%108 00.0% — 不变
BIRK BIRKENSTOCK HOLDING ORD $2.15万0.01%500 00.0% — 不变
DAL DELTA AIR LINES INC $2.20万0.01%235 00.0% — 不变
BWA BorgWarner Inc $2.56万0.01%385 00.0% — 不变
BWXT Bwx Technologies Inc $2.63万0.01%135 -8-5.6% -$1,557 减仓
DD Dupont De Nemours Inc $2.63万0.01%194 -523-72.9% -$7.09万 减仓
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR $2.72万0.01%57 00.0% — 不变
NXT NEXTracker Inc $2.74万0.01%230 00.0% — 不变
ASML ASML Holding NV ADR $2.79万0.01%14 00.0% — 不变
CEG CONSTELLATION ENERGY ORD WI $2.88万0.01%116 00.0% — 不变
EFG iShares MSCI EAFE Growth ETF $3.05万0.01%245 10.4% $124 加仓
KEX Kirby Corp $3.06万0.01%225 00.0% — 不变
INTC Intel Corp $3.10万0.01%222 -41-15.6% -$5,725 减仓
DELL Dell Computer Corp $3.11万0.01%72 00.0% — 不变
EFV iShares MSCI EAFE Value ETF $3.31万0.01%432 71.6% $536 加仓
VZ Verizon Communications $3.38万0.01%799 00.0% — 不变
BAC Bank Of America Corp $3.42万0.01%600 00.0% — 不变
DJP DJ-UBS Commodity Index ETN $3.52万0.02%806 -65-7.5% -$2,841 减仓
EEM iShares MSCI Emerging Markets ETF $3.55万0.02%519 -93-15.2% -$6,362 减仓
— iShares Ethereum Trust ETF $3.68万0.02%3,097 3,097— $3.68万 新建仓
JCI Johnson Controls International plc $3.71万0.02%254 -14-5.2% -$2,046 减仓
UPS United Parcel Service B $3.76万0.02%350 -55-13.6% -$5,912 减仓
LRCX Lam Research Corp $3.95万0.02%91 00.0% — 不变
IOO iShares Global 100 ETF $3.95万0.02%290 20.7% $273 加仓
QCOM Qualcomm Inc $4.07万0.02%220 00.0% — 不变
VGT Vanguard Information Technology ETF $4.09万0.02%342 -50-12.8% -$5,975 减仓
IVOG Vanguard S&P Mid-Cap 400 Growth ETF $4.11万0.02%281 00.0% — 不变
FAF First American Financial Corp $4.12万0.02%600 00.0% — 不变
SLV iShares Silver Trust $4.49万0.02%840 00.0% — 不变
PG Procter & Gamble Co $4.55万0.02%310 -72-18.8% -$1.06万 减仓
MCHP Microchip Technology Inc $4.56万0.02%500 00.0% — 不变
Q QNITY ELECTRONICS INC $4.74万0.02%290 00.0% — 不变
CTVA Corteva Inc com $4.93万0.02%582 00.0% — 不变
MSFT Microsoft Corp $5.01万0.02%134 00.0% — 不变
LMT Lockheed Martin Corp $5.09万0.02%100 00.0% — 不变
IETC iShares US Tech Independence Focused ETF $6.17万0.03%575 -394-40.7% -$4.23万 减仓
KMB Kimberly-Clark Corp $6.37万0.03%580 00.0% — 不变
UNP Union Pacific Corp $6.94万0.03%255 00.0% — 不变
IWM iShares Russell 2000 ETF $7.36万0.03%245 -29-10.6% -$8,715 减仓
HONA HONEYWELL AEROSPACE INC $7.41万0.03%335 335— $7.41万 新建仓
HON Honeywell International $7.50万0.03%335 -335-50.0% -$7.50万 减仓
SHYG iShares 0-5 Year High Yield Corp Bond ETF $7.64万0.03%1,802 181.0% $764 加仓
CGNG Capital Group New Geography Equity ETF $7.87万0.03%2,100 00.0% — 不变
TSLA Tesla Motors Inc $8.16万0.03%194 00.0% — 不变
BITB Bitwise Bitcoin ETF $8.23万0.04%2,584 -2,459-48.8% -$7.83万 减仓
COP Conocophillips $8.26万0.04%795 00.0% — 不变
NVS Novartis A G Spon Adr $8.38万0.04%535 00.0% — 不变
ROBT FT Nasdaq Artfcl Intllgnc and Rbtc ETF $8.70万0.04%1,546 00.0% — 不变