Richardson Capital Management LLC
MENOMONEE FALLS WI · SEC CIK 0001621646
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | GOOGLE INC | $7.34万 | 0.04% | 256 | 77 | 43.0% | $2.21万 | 加仓 |
| SHYG | iShares 0-5 Year High Yield Corp Bond ETF | $7.55万 | 0.04% | 1,784 | -367 | -17.1% | -$1.55万 | 减仓 |
| ESGV | Vanguard ESG US Stock ETF | $7.72万 | 0.04% | 687 | 2 | 0.3% | $225 | 加仓 |
| QQQM | Invesco NASDAQ 100 ETF | $7.80万 | 0.04% | 328 | 0 | 0.0% | — | 不变 |
| ADP | Auto Data Processing | $8.13万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| NVS | Novartis A G Spon Adr | $8.17万 | 0.04% | 535 | 0 | 0.0% | — | 不变 |
| RCL | Royal Caribbean Cruisesf | $8.26万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| CGGO | Capital Group Global Growth Equity ETF | $8.31万 | 0.04% | 2,490 | 595 | 31.4% | $1.99万 | 加仓 |
| GOOGL | Google Inc Class A | $8.37万 | 0.04% | 291 | -47 | -13.9% | -$1.35万 | 重新持有 |
| GS | Goldman Sachs Group Inc | $8.46万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| IETC | iShares US Tech Independence Focused ETF | $8.56万 | 0.04% | 969 | -157 | -13.9% | -$1.39万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $8.67万 | 0.04% | 181 | -10 | -5.2% | -$4,792 | 减仓 |
| FLEX | Flextronics International Ltd | $8.67万 | 0.04% | 1,325 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Mid Cap 400 ETF | $8.76万 | 0.04% | 142 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX Corp | $8.88万 | 0.04% | 17,137 | 0 | 0.0% | — | 不变 |
| MAGS | Roundhill Magnificent Seven ETF | $8.88万 | 0.04% | 1,533 | 1,533 | — | $8.88万 | 新建仓 |
| — | Lazard Next Gen Technologies ETF | $9.18万 | 0.04% | 2,720 | 2,067 | 316.5% | $6.97万 | 加仓 |
| AMD | Advanced Micro Devices | $9.26万 | 0.04% | 455 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $9.37万 | 0.05% | 285 | 0 | 0.0% | — | 不变 |
| CGUS | Capital Group Core Equity ETF | $9.61万 | 0.05% | 2,500 | 2,500 | — | $9.61万 | 新建仓 |
| CGXU | Capital Group International Focus Eq ETF | $9.73万 | 0.05% | 3,300 | 3,300 | — | $9.73万 | 新建仓 |
| GNRC | Generac Holdings Inc | $9.75万 | 0.05% | 499 | 499 | — | $9.75万 | 新建仓 |
| CGIC | Capital Group International Cor Eq ETF | $9.77万 | 0.05% | 2,950 | 2,950 | — | $9.77万 | 新建仓 |
| NFLX | Netflix Inc. | $10.10万 | 0.05% | 1,050 | 1,000 | 2,000.0% | $9.62万 | 加仓 |
| COP | Conocophillips | $10.49万 | 0.05% | 795 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $10.75万 | 0.05% | 1,385 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $10.91万 | 0.05% | 751 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $11.32万 | 0.05% | 583 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $11.47万 | 0.06% | 4,634 | -170 | -3.5% | -$4,207 | 减仓 |
| AVGO | Broadcom Inc | $11.64万 | 0.06% | 376 | 51 | 15.7% | $1.58万 | 加仓 |
| KO | Coca-Cola Company | $11.79万 | 0.06% | 1,550 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Inc | $11.95万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED ETF | $12.09万 | 0.06% | 2,288 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp-Wi | $12.13万 | 0.06% | 2,154 | 8 | 0.4% | $451 | 加仓 |
| CVX | Chevron Corporation | $12.72万 | 0.06% | 615 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHNCD LRGE CP VLE ETF | $13.42万 | 0.06% | 3,844 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $13.44万 | 0.06% | 550 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $13.45万 | 0.06% | 235 | 33 | 16.3% | $1.89万 | 加仓 |
| FAST | Fastenal Co | $13.47万 | 0.07% | 2,903 | 103 | 3.7% | $4,779 | 加仓 |
| GD | General Dynamics Corp | $13.73万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $14.10万 | 0.07% | 677 | 307 | 83.0% | $6.39万 | 加仓 |
| COHR | Coherent Inc | $14.29万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $14.38万 | 0.07% | 5,731 | 17 | 0.3% | $427 | 加仓 |
| IYW | iShares US Technology ETF | $14.79万 | 0.07% | 815 | -62 | -7.1% | -$1.12万 | 减仓 |
| COST | Costco Wholesale Corp | $15.06万 | 0.07% | 151 | 20 | 15.3% | $1.99万 | 加仓 |
| — | Honeywell International | $15.14万 | 0.07% | 670 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS O Shares US Sm-Cp Qul Div ETF | $16.40万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| AGG | iShares Core US Aggregate Bond ETF | $16.69万 | 0.08% | 1,681 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $16.72万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $17.65万 | 0.09% | 415 | 15 | 3.8% | $6,380 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $17.77万 | 0.09% | 826 | 2 | 0.2% | $430 | 加仓 |
| WSM | Williams Sonoma | $18.23万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small-Cap ETF | $18.34万 | 0.09% | 6,306 | 9 | 0.1% | $262 | 加仓 |
| BITB | Bitwise Bitcoin ETF | $18.56万 | 0.09% | 5,043 | 3,008 | 147.8% | $11.07万 | 加仓 |
| CGGR | Capital Group Growth ETF | $18.99万 | 0.09% | 4,725 | 4,725 | — | $18.99万 | 新建仓 |
| VO | Vanguard Mid-Cap ETF | $19.98万 | 0.10% | 696 | 1 | 0.1% | $287 | 加仓 |
| MRK | Merck & Co Inc | $20.08万 | 0.10% | 1,669 | 78 | 4.9% | $9,383 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $20.58万 | 0.10% | 6,862 | 6,426 | 1,473.9% | $19.27万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $21.00万 | 0.10% | 2,320 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY ENHANCED LARGE CAP ETF | $21.66万 | 0.10% | 5,777 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR Portfolio Developed World ex-US ETF | $23.18万 | 0.11% | 5,077 | 0 | 0.0% | — | 不变 |
| — | SPDR S&P Global Dividend ETF | $23.81万 | 0.11% | 3,086 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines Corp | $24.02万 | 0.12% | 991 | 33 | 3.4% | $7,999 | 加仓 |
| IGSB | iShares 1-5 Year Inv Grade Corp Bond ETF | $25.76万 | 0.12% | 4,902 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $26.34万 | 0.13% | 4,111 | -88 | -2.1% | -$5,639 | 减仓 |
| GLDM | SPDR Gold MiniShares | $26.93万 | 0.13% | 2,905 | 0 | 0.0% | — | 不变 |
| DHS | WisdomTree US High Dividend ETF | $27.77万 | 0.13% | 2,543 | 2,543 | — | $27.77万 | 新建仓 |
| BAI | iShares A.I. Innovation and Tech Act ETF | $29.47万 | 0.14% | 8,945 | 8,213 | 1,122.0% | $27.06万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $29.59万 | 0.14% | 2,380 | -62 | -2.5% | -$7,708 | 减仓 |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | $30.50万 | 0.15% | 7,178 | 5 | 0.1% | $212 | 加仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $31.60万 | 0.15% | 9,592 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $31.79万 | 0.15% | 489 | -29 | -5.6% | -$1.89万 | 减仓 |
| IXN | iShares Global Tech ETF | $35.28万 | 0.17% | 3,529 | 2,797 | 382.1% | $27.96万 | 加仓 |
| ARKK | ARK Innovation ETF | $36.68万 | 0.18% | 5,427 | 3,671 | 209.1% | $24.81万 | 加仓 |
| XLF | Sector SPDR - Financial | $37.07万 | 0.18% | 7,509 | 0 | 0.0% | — | 不变 |
| COWZ | Pacer US Cash Cows 100 ETF | $37.39万 | 0.18% | 5,977 | 67 | 1.1% | $4,191 | 加仓 |
| JPM | JPMorgan Chase & Co | $38.53万 | 0.19% | 1,310 | 41 | 3.2% | $1.21万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $39.86万 | 0.19% | 1,242 | 2 | 0.2% | $642 | 加仓 |
| VOYG | Voyager Technologies Inc | $40.03万 | 0.19% | 17,114 | 17,114 | — | $40.03万 | 新建仓 |
| IWS | iShares Russell Mid-Cap Value ETF | $43.23万 | 0.21% | 2,966 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Computer Inc | $44.22万 | 0.21% | 1,743 | 886 | 103.4% | $22.48万 | 加仓 |
| PAVE | Global X US Infrastructure Dev ETF | $44.23万 | 0.21% | 8,705 | -47 | -0.5% | -$2,388 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF | $55.33万 | 0.27% | 3,736 | -7,592 | -67.0% | -$112.43万 | 减仓 |
| IWR | iShares Russell Mid-Cap ETF | $57.95万 | 0.28% | 5,960 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $60.51万 | 0.29% | 1,419 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $64.41万 | 0.31% | 986 | -4 | -0.4% | -$2,613 | 减仓 |
| VUG | Vanguard Growth ETF | $66.11万 | 0.32% | 1,514 | 1,031 | 213.5% | $45.02万 | 加仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $78.63万 | 0.38% | 6,137 | 0 | 0.0% | — | 不变 |
| SCHK | Schwab 1000 Index ETF | $125.42万 | 0.61% | 40,031 | -5,854 | -12.8% | -$18.34万 | 减仓 |
| QQQ | Invesco QQQ Trust ETF | $133.73万 | 0.65% | 2,317 | 254 | 12.3% | $14.66万 | 加仓 |
| PULS | PGIM Ultra Short Bond ETF | $192.63万 | 0.93% | 38,916 | 38,916 | — | $192.63万 | 新建仓 |
| SCHM | Schwab US Mid-Cap ETF | $371.91万 | 1.80% | 120,126 | -13,056 | -9.8% | -$40.42万 | 减仓 |
| — | Matthews EM Discovery Active ETF | $378.68万 | 1.83% | 144,277 | 9,121 | 6.7% | $23.94万 | 加仓 |
| — | Dimensional US Small Cap Value ETF | $514.69万 | 2.48% | 146,886 | 144,959 | 7,522.5% | $507.94万 | 加仓 |
| NVDA | NVIDIA Corp | $1,039.76万 | 5.02% | 59,619 | 348 | 0.6% | $6.07万 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $1,293.57万 | 6.24% | 421,632 | -284,816 | -40.3% | -$873.82万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $1,792.34万 | 8.65% | 265,414 | 486 | 0.2% | $3.28万 | 加仓 |
| VOO | Vanguard 500 ETF | $2,214.93万 | 10.69% | 37,067 | 5,528 | 17.5% | $330.32万 | 加仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $2,804.01万 | 13.54% | 1,006,825 | 194,728 | 24.0% | $542.32万 | 加仓 |
| SCHG | Schwab US Large-Cap Growth ETF | $3,043.39万 | 14.69% | 1,044,762 | 25,078 | 2.5% | $73.05万 | 加仓 |