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
LSCC Lattice Semiconductor Corp $8,4130.00%55 00.0% — 不变
RJF Raymond James Finl Inc $8,3620.00%55 00.0% — 不变
GEHC GE Healthcare Technologies $8,3210.00%130 -80-38.1% -$5,121 减仓
GBCI Glacier Bancorp Inc $8,2530.00%160 00.0% — 不变
SITM SiTime Corp $8,2010.00%11 00.0% — 不变
RPV Invesco S&P 500 Pure Value ETF $7,9670.00%70 00.0% — 不变
TGT Target Corporation $7,8370.00%60 00.0% — 不变
CWST Casella Waste Systems Inc $7,7580.00%80 -35-30.4% -$3,394 减仓
LUMN Lumen Technologies Inc $7,6800.00%1,000 00.0% — 不变
MCK Mckesson Corporation $7,5560.00%10 -2-16.7% -$1,511 减仓
VWO Vanguard FTSE Emerging Markets ETF $7,4610.00%125 -131-51.2% -$7,819 减仓
— Matthews EM Equity Active ETF $7,2420.00%160 00.0% — 不变
ALC Alcon Inc $7,1800.00%107 00.0% — 不变
JNK SPDR Bbg High Yield Bond ETF $6,9390.00%72 -54-42.9% -$5,204 减仓
VMI Valmont Industries Inc $6,3540.00%11 00.0% — 不变
SYK Stryker Corp $6,2970.00%20 00.0% — 不变
CW Curtiss-Wright Corp $6,0620.00%8 00.0% — 不变
CRM Salesforce Com $5,7960.00%37 -53-58.9% -$8,302 减仓
MDLZ Mondelez Intl Inc Cl A $5,2060.00%90 00.0% — 不变
SDY SPDR S&P Dividend (ETF) $5,1740.00%34 00.0% — 不变
— FTC Solar Inc $5,1610.00%1,016 00.0% — 不变
SPYG SPDR S&P 500 Growth $5,1170.00%43 00.0% — 不变
BND Vanguard Total Bond Market ETF $4,5730.00%62 00.0% — 不变
HOG Harley Davidson, Inc. $4,5160.00%185 00.0% — 不变
WAB Westinghouse Air Brake Technologies Corp $4,3140.00%16 00.0% — 不变
BGGG Baillie Gifford Long Term Global Growth ETF $3,9840.00%113 113— $3,984 新建仓
FIS Fidelity National Information Services, Inc. $3,8880.00%100 00.0% — 不变
AER AerCap Holdings NV $3,6450.00%25 00.0% — 不变
NFLX Netflix Inc. $3,5700.00%50 -1,000-95.2% -$7.14万 减仓
EEMS iShares MSCI Emerging Markets Sm-Cp ETF $3,2090.00%42 00.0% — 不变
CHKP Check Point Software Technologies Ltd $2,6290.00%20 00.0% — 不变
RWK Invesco S&P MidCap 400 Revenue ETF $2,3930.00%16 00.0% — 不变
XLP Sector SPDR - Consumer Staples $2,1600.00%26 00.0% — 不变
— Canary XRP ETF $2,0940.00%189 00.0% — 不变
UNH Unitedhealth Group Inc $2,0780.00%5 -11-68.8% -$4,572 减仓
OGN Organon & Co $1,6380.00%121 00.0% — 不变
VIOV Vanguard S&P Small-Cap 600 Value ETF $1,5810.00%13 00.0% — 不变
DIS Disney Walt Co $1,5640.00%16 -120-88.2% -$1.17万 减仓
KD Kyndryl Holdings Inc $1,5270.00%135 00.0% — 不变
DXCM DEXCOM INC $1,3470.00%20 00.0% — 不变
ACWI iShares MSCI ACWI ETF $1,2560.00%8 00.0% — 不变
BSX Boston Scientific Corp $1,1520.00%27 -75-73.5% -$3,200 减仓
ADNT Adient Plc Ord Shs $2570.00%14 00.0% — 不变
QUAL iShares MSCI USA Quality Factor ETF $00.00%0 -364-100.0% -$6.99万 清仓
SLYV SPDR S&P 600 Small Cap Value ETF $00.00%0 -264-100.0% -$2.50万 清仓
ORLY O'REILLY AUTOMOTIVE INC $00.00%0 -234-100.0% -$2.16万 清仓
HEI Heico Corp $00.00%0 -73-100.0% -$1.54万 清仓
VMC Vulcan Materials Co $00.00%0 -56-100.0% -$1.52万 清仓
BN Brookfield Corp $00.00%0 -374-100.0% -$1.51万 清仓
TDG Transdigm Group Inc $00.00%0 -13-100.0% -$1.51万 清仓
LYV Live Nation Entertainment Inc $00.00%0 -90-100.0% -$1.37万 清仓
— Exxon Mobil Corporation $00.00%0 -80-100.0% -$1.36万 清仓
AME Ametek Inc New $00.00%0 -60-100.0% -$1.29万 清仓
ICE Intrcontinentalexchange $00.00%0 -80-100.0% -$1.26万 清仓
BKR Baker Hughes Co $00.00%0 -183-100.0% -$1.12万 清仓
EQIX Equinix Inc $00.00%0 -11-100.0% -$1.08万 清仓
CBRE CBRE Group Inc $00.00%0 -78-100.0% -$1.06万 清仓
KKR KKR & Co Inc $00.00%0 -109-100.0% -$1.01万 清仓
APO Apollo Global Management Inc $00.00%0 -88-100.0% -$9,805 清仓
ETR Entergy Corp New $00.00%0 -87-100.0% -$9,775 清仓
MKL MARKEL CORPORATION $00.00%0 -5-100.0% -$9,570 清仓
CSX C S X Corp $00.00%0 -233-100.0% -$9,565 清仓
CPRT Copart Inc $00.00%0 -288-100.0% -$9,562 清仓
BIPC Brookfield Infrastructure Corp $00.00%0 -233-100.0% -$9,208 清仓
ROP Roper Industries Inc $00.00%0 -26-100.0% -$9,200 清仓
PFE Pfizer Incorporated $00.00%0 -323-100.0% -$9,070 清仓
NI Nisource Inc Holding Co $00.00%0 -191-100.0% -$8,912 清仓
KDP Keurig Dr Pepper Inc $00.00%0 -332-100.0% -$8,742 清仓
TYL Tyler Technologies Inc $00.00%0 -25-100.0% -$8,560 清仓
XYL Xylem Inc $00.00%0 -71-100.0% -$8,485 清仓
BRO Brown & Brown Inc $00.00%0 -127-100.0% -$8,282 清仓
CCC CCC INTELLIGENT SOLUTIONS HO $00.00%0 -1,376-100.0% -$8,256 清仓
GE GE Aerospace $00.00%0 -26-100.0% -$7,378 清仓
LEN Lennar Corp Cl A $00.00%0 -84-100.0% -$7,295 清仓
FCX Freeport Mcmoran Copper $00.00%0 -120-100.0% -$7,054 清仓
PB Prosperity Bancshares Inc $00.00%0 -105-100.0% -$7,054 清仓
IDXX IDEXX Laboratories Inc $00.00%0 -12-100.0% -$6,743 清仓
JLL Jones Lang LaSalle Inc $00.00%0 -22-100.0% -$6,695 清仓
TPR Tapestry Inc $00.00%0 -47-100.0% -$6,632 清仓
MSCI MSCI Inc $00.00%0 -12-100.0% -$6,468 清仓
ISRG Intuitive Surgical Inc $00.00%0 -14-100.0% -$6,454 清仓
NTAP Network Appliance Inc $00.00%0 -63-100.0% -$6,451 清仓
HQY HealthEquity Inc $00.00%0 -74-100.0% -$6,184 清仓
DLTR DOLLAR TREE STORES INC $00.00%0 -55-100.0% -$6,023 清仓
CASY Casey s General Stores Inc $00.00%0 -8-100.0% -$5,823 清仓
VEEV Veeva Systems Inc $00.00%0 -33-100.0% -$5,797 清仓
ETN Eaton Corporation $00.00%0 -16-100.0% -$5,723 清仓
CDNS CADENCE DESIGN SYSTEMS INC $00.00%0 -20-100.0% -$5,557 清仓
ITUB Itau Unibanco Holding SA $00.00%0 -640-100.0% -$5,363 清仓
FICO Fair Isaac Corp $00.00%0 -5-100.0% -$5,338 清仓
MDT Medtronic Inc $00.00%0 -61-100.0% -$5,286 清仓
EQH Equitable Holdings Inc $00.00%0 -141-100.0% -$5,233 清仓
APG API Group Corp COM USD0.0001 $00.00%0 -129-100.0% -$5,227 清仓
SHOP Shopify Inc $00.00%0 -44-100.0% -$5,219 清仓
AMT Amern Tower Corp Class A $00.00%0 -30-100.0% -$5,177 清仓
UL Unilever Plc Adr New $00.00%0 -85-100.0% -$4,842 清仓
SAN Banco Santander S A Sponsored Adr $00.00%0 -427-100.0% -$4,817 清仓
LPLA LPL Financial Holdings Inc $00.00%0 -16-100.0% -$4,813 清仓
CSGP CoStar Group Inc $00.00%0 -119-100.0% -$4,800 清仓
ANET ARISTA NETWORKS INC $00.00%0 -38-100.0% -$4,666 清仓