Richardson Capital Management LLC
MENOMONEE FALLS WI · SEC CIK 0001621646
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ADP | Auto Data Processing | $8.96万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| GOOG | GOOGLE INC | $9.05万 | 0.04% | 256 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Cl B | $9.06万 | 0.04% | 181 | 0 | 0.0% | — | 不变 |
| ESGV | Vanguard ESG US Stock ETF | $9.11万 | 0.04% | 689 | 2 | 0.3% | $264 | 加仓 |
| MARA | Marathon Digital Holdings Inc | $9.33万 | 0.04% | 6,718 | 0 | 0.0% | — | 不变 |
| RCL | Royal Caribbean Cruisesf | $9.53万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| MAGS | Roundhill Magnificent Seven ETF | $9.86万 | 0.04% | 1,533 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Mid Cap 400 ETF | $9.99万 | 0.04% | 142 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin Trust ETF | $10.03万 | 0.04% | 3,014 | 2,012 | 200.8% | $6.70万 | 加仓 |
| HD | Home Depot Inc | $10.05万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $10.11万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $10.19万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| GOOGL | Google Inc Class A | $10.40万 | 0.04% | 291 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX Corp | $10.40万 | 0.04% | 17,137 | 0 | 0.0% | — | 不变 |
| SPCX | Space Exploration Technologies Corp. CLASS A COM S | $10.59万 | 0.05% | 620 | 620 | — | $10.59万 | 新建仓 |
| CGIC | Capital Group International Cor Eq ETF | $10.74万 | 0.05% | 2,950 | 0 | 0.0% | — | 不变 |
| CGUS | Capital Group Core Equity ETF | $11.12万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $11.20万 | 0.05% | 470 | -207 | -30.6% | -$4.93万 | 减仓 |
| META | Meta Platforms Inc Class A | $11.27万 | 0.05% | 200 | -35 | -14.9% | -$1.97万 | 减仓 |
| CGXU | Capital Group International Focus Eq ETF | $11.42万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| — | iShares Technology Opportunities Active ETF | $11.64万 | 0.05% | 2,730 | 1,500 | 122.0% | $6.39万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $11.75万 | 0.05% | 1,187 | -494 | -29.4% | -$4.89万 | 减仓 |
| SCHF | Schwab International Equity ETF | $11.79万 | 0.05% | 4,256 | -378 | -8.2% | -$1.05万 | 减仓 |
| CGGO | Capital Group Global Growth Equity ETF | $11.81万 | 0.05% | 2,790 | 300 | 12.0% | $1.27万 | 加仓 |
| MMM | 3M Company | $12.16万 | 0.05% | 751 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED ETF | $12.17万 | 0.05% | 2,288 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $12.60万 | 0.05% | 1,550 | 0 | 0.0% | — | 不变 |
| — | Lazard Next Gen Technologies ETF | $12.91万 | 0.06% | 2,720 | 0 | 0.0% | — | 不变 |
| QQQM | Invesco NASDAQ 100 ETF | $13.38万 | 0.06% | 442 | 114 | 34.8% | $3.45万 | 加仓 |
| FAST | Fastenal Co | $13.45万 | 0.06% | 2,800 | -103 | -3.5% | -$4,947 | 减仓 |
| JNJ | Johnson & Johnson | $13.97万 | 0.06% | 550 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $14.14万 | 0.06% | 151 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $14.17万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $14.20万 | 0.06% | 376 | 0 | 0.0% | — | 不变 |
| GNRC | Generac Holdings Inc | $14.44万 | 0.06% | 493 | -6 | -1.2% | -$1,757 | 减仓 |
| GILD | Gilead Sciences Inc | $15.16万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHNCD LRGE CP VLE ETF | $15.41万 | 0.07% | 3,844 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp-Wi | $15.86万 | 0.07% | 2,163 | 9 | 0.4% | $660 | 加仓 |
| CSCO | Cisco Systems Inc | $16.27万 | 0.07% | 1,385 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $16.29万 | 0.07% | 400 | -15 | -3.6% | -$6,109 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $16.60万 | 0.07% | 5,731 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Inc | $17.35万 | 0.07% | 450 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $17.38万 | 0.07% | 583 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS O Shares US Sm-Cp Qul Div ETF | $17.82万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $18.32万 | 0.08% | 774 | -52 | -6.3% | -$1.23万 | 减仓 |
| MRK | Merck & Co Inc | $20.25万 | 0.09% | 1,576 | -93 | -5.6% | -$1.20万 | 减仓 |
| IYW | iShares US Technology ETF | $20.56万 | 0.09% | 815 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $21.29万 | 0.09% | 2,643 | -141 | -5.1% | -$1.14万 | 减仓 |
| FLEX | Flextronics International Ltd | $21.47万 | 0.09% | 1,325 | 0 | 0.0% | — | 不变 |
| CGGR | Capital Group Growth ETF | $22.30万 | 0.10% | 4,725 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE ETF | $22.58万 | 0.10% | 2,338 | 18 | 0.8% | $1,738 | 加仓 |
| SCHA | Schwab US Small-Cap ETF | $22.75万 | 0.10% | 6,297 | -9 | -0.1% | -$325 | 减仓 |
| GLDM | SPDR Gold MiniShares | $23.07万 | 0.10% | 2,905 | 0 | 0.0% | — | 不变 |
| WSM | Williams Sonoma | $23.31万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| COHR | Coherent Inc | $23.67万 | 0.10% | 600 | 0 | 0.0% | — | 不变 |
| — | SPDR S&P Global Dividend ETF | $24.66万 | 0.11% | 3,086 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Computer Inc | $24.67万 | 0.11% | 853 | -890 | -51.1% | -$25.74万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP ETF | $25.27万 | 0.11% | 5,777 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR Portfolio Developed World ex-US ETF | $25.58万 | 0.11% | 5,077 | 0 | 0.0% | — | 不变 |
| IGSB | iShares 1-5 Year Inv Grade Corp Bond ETF | $25.69万 | 0.11% | 4,902 | 0 | 0.0% | — | 不变 |
| VOYG | Voyager Technologies Inc | $25.80万 | 0.11% | 8,000 | -9,114 | -53.3% | -$29.39万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $26.20万 | 0.11% | 3,677 | -434 | -10.6% | -$3.09万 | 减仓 |
| AMD | Advanced Micro Devices | $26.43万 | 0.11% | 455 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines Corp | $26.77万 | 0.11% | 952 | -39 | -3.9% | -$1.10万 | 减仓 |
| DHS | WisdomTree US High Dividend ETF | $28.91万 | 0.12% | 2,543 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $32.35万 | 0.14% | 12,465 | 5,603 | 81.7% | $14.54万 | 加仓 |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | $32.38万 | 0.14% | 6,900 | -278 | -3.9% | -$1.30万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $34.82万 | 0.15% | 9,603 | 11 | 0.1% | $399 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $34.84万 | 0.15% | 2,349 | -31 | -1.3% | -$4,598 | 减仓 |
| SPY | SPDR S&P 500 ETF | $36.58万 | 0.16% | 490 | 1 | 0.2% | $747 | 加仓 |
| COWZ | Pacer US Cash Cows 100 ETF | $37.75万 | 0.16% | 6,068 | 91 | 1.5% | $5,661 | 加仓 |
| XLF | Sector SPDR - Financial | $40.26万 | 0.17% | 7,509 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co | $42.62万 | 0.18% | 1,302 | -8 | -0.6% | -$2,619 | 减仓 |
| ARKK | ARK Innovation ETF | $48.55万 | 0.21% | 6,007 | 580 | 10.7% | $4.69万 | 加仓 |
| IWS | iShares Russell Mid-Cap Value ETF | $48.82万 | 0.21% | 2,966 | 0 | 0.0% | — | 不变 |
| PAVE | Global X US Infrastructure Dev ETF | $50.00万 | 0.21% | 8,486 | -219 | -2.5% | -$1.29万 | 减仓 |
| IXN | iShares Global Tech ETF | $50.67万 | 0.22% | 3,507 | -22 | -0.6% | -$3,179 | 减仓 |
| BAI | iShares A.I. Innovation and Tech Act ETF | $58.19万 | 0.25% | 11,038 | 2,093 | 23.4% | $11.03万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $59.17万 | 0.25% | 3,744 | 8 | 0.2% | $1,264 | 加仓 |
| VTI | Vanguard Total International Stock ETF | $60.70万 | 0.26% | 2,003 | 761 | 61.3% | $23.06万 | 加仓 |
| IWR | iShares Russell Mid-Cap ETF | $65.38万 | 0.28% | 5,926 | -34 | -0.6% | -$3,751 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $67.59万 | 0.29% | 5,443 | -233 | -4.1% | -$2.89万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $73.84万 | 0.32% | 986 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $75.40万 | 0.32% | 8,753 | -331 | -3.6% | -$2.85万 | 减仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $89.85万 | 0.38% | 6,137 | 0 | 0.0% | — | 不变 |
| PULS | PGIM Ultra Short Bond ETF | $108.98万 | 0.47% | 21,994 | -16,922 | -43.5% | -$83.85万 | 减仓 |
| SCHK | Schwab 1000 Index ETF | $142.87万 | 0.61% | 39,620 | -411 | -1.0% | -$1.48万 | 减仓 |
| QQQ | Invesco QQQ Trust ETF | $167.38万 | 0.72% | 2,273 | -44 | -1.9% | -$3.24万 | 减仓 |
| SCHM | Schwab US Mid-Cap ETF | $435.01万 | 1.86% | 117,984 | -2,142 | -1.8% | -$7.90万 | 减仓 |
| — | Matthews EM Discovery Active ETF | $473.17万 | 2.02% | 149,101 | 4,824 | 3.3% | $15.31万 | 加仓 |
| — | Dimensional US Small Cap Value ETF | $589.33万 | 2.52% | 151,929 | 5,043 | 3.4% | $19.56万 | 加仓 |
| NVDA | NVIDIA Corp | $1,192.98万 | 5.10% | 59,622 | 3 | 0.0% | $600 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $1,280.97万 | 5.47% | 403,966 | -17,666 | -4.2% | -$56.02万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $2,067.37万 | 8.83% | 268,106 | 2,692 | 1.0% | $20.76万 | 加仓 |
| VOO | Vanguard 500 ETF | $2,523.80万 | 10.78% | 36,747 | -320 | -0.9% | -$21.98万 | 减仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $3,210.31万 | 13.72% | 1,032,253 | 25,428 | 2.5% | $79.08万 | 加仓 |
| SCHG | Schwab US Large-Cap Growth ETF | $3,534.62万 | 15.10% | 1,044,509 | -253 | -0.0% | -$8,562 | 减仓 |
| SCHX | Schwab US Large-Cap ETF | $5,272.61万 | 22.53% | 1,791,575 | -4,413 | -0.2% | -$12.99万 | 减仓 |