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 |
| TSLA | Tesla Motors Inc | $7.21万 | 0.03% | 194 | -20 | -9.3% | -$7,435 | 减仓 |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | $7.14万 | 0.03% | 1,546 | 1,080 | 231.8% | $4.99万 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $6.99万 | 0.03% | 364 | 1 | 0.3% | $192 | 加仓 |
| IWM | iShares Russell 2000 ETF | $6.79万 | 0.03% | 274 | 0 | 0.0% | — | 不变 |
| CGNG | Capital Group New Geography Equity ETF | $6.63万 | 0.03% | 2,100 | 2,100 | — | $6.63万 | 新建仓 |
| UNP | Union Pacific Corp | $6.19万 | 0.03% | 255 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $6.04万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| SLV | iShares Silver Trust | $5.72万 | 0.03% | 840 | -195 | -18.8% | -$1.33万 | 减仓 |
| KMB | Kimberly-Clark Corp | $5.60万 | 0.03% | 580 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $5.52万 | 0.03% | 382 | 61 | 19.0% | $8,811 | 加仓 |
| MARA | Marathon Digital Holdings Inc | $5.48万 | 0.03% | 6,718 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $4.98万 | 0.02% | 134 | 65 | 94.2% | $2.41万 | 加仓 |
| CTVA | Corteva Inc com | $4.87万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Value ETF | $4.76万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| DJP | DJ-UBS Commodity Index ETN | $4.19万 | 0.02% | 871 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications | $4.01万 | 0.02% | 799 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service B | $3.98万 | 0.02% | 405 | 46 | 12.8% | $4,525 | 加仓 |
| IBIT | iShares Bitcoin Trust ETF | $3.85万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| FAF | First American Financial Corp | $3.62万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | $3.51万 | 0.02% | 281 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls International plc | $3.51万 | 0.02% | 268 | 73 | 37.4% | $9,559 | 加仓 |
| IOO | iShares Global 100 ETF | $3.48万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| EEM | iShares MSCI Emerging Markets ETF | $3.48万 | 0.02% | 612 | 0 | 0.0% | — | 不变 |
| — | iShares Technology Opportunities Active ETF | $3.46万 | 0.02% | 1,230 | 1,230 | — | $3.46万 | 新建仓 |
| VGT | Vanguard Information Technology ETF | $3.38万 | 0.02% | 49 | 1 | 2.1% | $691 | 加仓 |
| Q | QNITY ELECTRONICS INC | $3.35万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| — | Dupont De Nemours Inc | $3.28万 | 0.02% | 717 | 114 | 18.9% | $5,221 | 加仓 |
| CEG | CONSTELLATION ENERGY ORD WI | $3.24万 | 0.02% | 116 | 0 | 0.0% | — | 不变 |
| MCHP | Microchip Technology Inc | $3.23万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value ETF | $3.16万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| KEX | Kirby Corp | $2.99万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| BAC | Bank Of America Corp | $2.92万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| BWXT | Bwx Technologies Inc | $2.92万 | 0.01% | 143 | 8 | 5.9% | $1,636 | 加仓 |
| QCOM | Qualcomm Inc | $2.83万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MLM | Martin Marietta Materials Inc | $2.83万 | 0.01% | 48 | 18 | 60.0% | $1.06万 | 加仓 |
| NXT | NEXTracker Inc | $2.77万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| EFG | iShares MSCI EAFE Growth ETF | $2.71万 | 0.01% | 244 | -22 | -8.3% | -$2,447 | 减仓 |
| WCN | Waste Connections Inc | $2.62万 | 0.01% | 161 | 91 | 130.0% | $1.48万 | 加仓 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | $2.50万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| DOW | Dow Chemical Company | $2.42万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $2.16万 | 0.01% | 234 | 234 | — | $2.16万 | 新建仓 |
| PSX | PHILLIPS 66 INC COMMON STOCK | $2.10万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| BWA | BorgWarner Inc | $2.09万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $1.95万 | 0.01% | 91 | 91 | — | $1.95万 | 新建仓 |
| WMB | WILLIAMS COMPANIES | $1.93万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | $1.93万 | 0.01% | 57 | 48 | 533.3% | $1.62万 | 加仓 |
| OUNZ | VanEck Merk Gold Trust | $1.90万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corporation | $1.88万 | 0.01% | 128 | 15 | 13.3% | $2,207 | 加仓 |
| ASML | ASML Holding NV ADR | $1.85万 | 0.01% | 14 | 14 | — | $1.85万 | 新建仓 |
| APAM | Artisan Partners Asset Mgmt Inc | $1.85万 | 0.01% | 508 | -12 | -2.3% | -$437 | 减仓 |
| USFD | US Food Holding Corp | $1.84万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Hotels Corp | $1.79万 | 0.01% | 59 | 59 | — | $1.79万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING ORD | $1.79万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $1.78万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corporation | $1.72万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce Com | $1.68万 | 0.01% | 90 | 45 | 100.0% | $8,400 | 加仓 |
| SBUX | Starbucks Corp | $1.66万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| VIGI | Vanguard Int'l Dividend Appreciation ETF | $1.65万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions Inc | $1.62万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RSP | Guggenheim S&P 500 Equal Weight ETF | $1.61万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc | $1.59万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.56万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| HEI | Heico Corp | $1.54万 | 0.01% | 73 | 73 | — | $1.54万 | 新建仓 |
| VIOO | Vanguard S&P Small-Cap 600 ETF | $1.53万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| VMC | Vulcan Materials Co | $1.52万 | 0.01% | 56 | 56 | — | $1.52万 | 新建仓 |
| BN | Brookfield Corp | $1.51万 | 0.01% | 374 | 374 | — | $1.51万 | 新建仓 |
| TDG | Transdigm Group Inc | $1.51万 | 0.01% | 13 | 13 | — | $1.51万 | 新建仓 |
| GEHC | GE Healthcare Technologies | $1.49万 | 0.01% | 210 | 67 | 46.9% | $4,769 | 加仓 |
| XLK | Sector SPDR - Technology | $1.44万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| ESI | Element Solutions Inc | $1.43万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC-CLASS A | $1.43万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1.38万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| BNY | Bank Of Ny Mellon Cp New | $1.38万 | 0.01% | 116 | 98 | 544.4% | $1.16万 | 加仓 |
| LYV | Live Nation Entertainment Inc | $1.37万 | 0.01% | 90 | 90 | — | $1.37万 | 新建仓 |
| — | Exxon Mobil Corporation | $1.36万 | 0.01% | 80 | 67 | 515.4% | $1.14万 | 加仓 |
| — | Arcosa Inc | $1.33万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $1.31万 | 0.01% | 136 | 84 | 161.5% | $8,074 | 加仓 |
| AME | Ametek Inc New | $1.29万 | 0.01% | 60 | 53 | 757.1% | $1.14万 | 加仓 |
| VNQI | Vanguard Global ex-US Real Estate ETF | $1.27万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials Inc | $1.26万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| ICE | Intrcontinentalexchange | $1.26万 | 0.01% | 80 | 67 | 515.4% | $1.05万 | 加仓 |
| SOLV | Solventum Corp | $1.22万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| JNK | SPDR Bbg High Yield Bond ETF | $1.21万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| DELL | Dell Computer Corp | $1.18万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| MTDR | Matador Resources Co | $1.17万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $1.16万 | 0.01% | 263 | 222 | 541.5% | $9,797 | 加仓 |
| HBAN | Huntington Bancshs Inc | $1.14万 | 0.01% | 730 | 730 | — | $1.14万 | 新建仓 |
| ENTG | Entegris Inc | $1.14万 | 0.01% | 97 | 97 | — | $1.14万 | 新建仓 |
| PNFP | Pinnacle Financial Partners Inc | $1.12万 | 0.01% | 130 | 130 | — | $1.12万 | 新建仓 |
| BKR | Baker Hughes Co | $1.12万 | 0.01% | 183 | 153 | 510.0% | $9,341 | 加仓 |
| SCI | S C I Systems Inc | $1.11万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| TECK | Teck Resources Ltd | $1.11万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM MINI ETF | $1.10万 | 0.01% | 554 | 496 | 855.2% | $9,850 | 加仓 |
| EQIX | Equinix Inc | $1.08万 | 0.01% | 11 | 9 | 450.0% | $8,822 | 加仓 |
| ABT | Abbott Laboratories | $1.08万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| RECS | Columbia Research Enhanced Core ETF | $1.08万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE Group Inc | $1.06万 | 0.01% | 78 | 78 | — | $1.06万 | 新建仓 |
| PNC | Pnc Finl Services Gp Inc | $1.04万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CI | Cigna Corp | $1.04万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |