RICHARDSON FINANCIAL SERVICES INC.
MEDWAY MA · SEC CIK 0002012303
$1.60亿2026Q1 申报市值
613持仓数
29.5%前十大占比 · 第一大 4.4%
64 / 51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
XLV 加仓+$84.48万
XLI 新建仓+$42.15万
SPAB 加仓+$24.93万
CERY 加仓+$22.11万
AVGO 加仓+$20.83万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$92.61万
XLP 清仓-$86.90万
SPDW 减仓-$50.07万
XLK 减仓-$39.39万
VTEB 减仓-$31.57万
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 |
|---|---|---|---|---|---|---|---|---|
| ENS | ENERSYS | $869 | 0.00% | 5 | 5 | — | $869 | 新建仓 |
| — | L'Oreal SA | $901 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $913 | 0.00% | 3 | 3 | — | $913 | 新建仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $944 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HOLDINGS INC | $960 | 0.00% | 2 | 2 | — | $960 | 新建仓 |
| NSRGY | Nestle SA ADR | $991 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Airbus Group Se | $1,040 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $1,066 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | Engie American Depositary Receipts Sponsored | $1,116 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | Munchener Ruckversicherungs-Gesellschaft AG ADR | $1,131 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | Fujitsu Ltd | $1,132 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | Danone SA | $1,153 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | Nuveen Green Bond R6 | $1,177 | 0.00% | 129 | 1 | 0.8% | $9 | 加仓 |
| VSNT | VERSANT MEDIA GROUP CL A INC | $1,184 | 0.00% | 32 | 32 | — | $1,184 | 新建仓 |
| DOCU | DOCUSIGN INC | $1,185 | 0.00% | 25 | -91 | -78.4% | -$4,313 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $1,186 | 0.00% | 2 | 2 | — | $1,186 | 新建仓 |
| — | AIA Group Ltd | $1,202 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1,259 | 0.00% | 73 | 40 | 121.2% | $690 | 加仓 |
| MAR | MARRIOTT INTL INC NEW A | $1,308 | 0.00% | 4 | 4 | — | $1,308 | 新建仓 |
| — | RWE AG | $1,413 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS Group Holdings Ltd | $1,434 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1,458 | 0.00% | 60 | 60 | — | $1,458 | 新建仓 |
| KHC | The Kraft Heinz Co | $1,484 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1,594 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings PLC | $1,619 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TTE | Total SA | $1,729 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SAFRY | Safran SA | $1,805 | 0.00% | 22 | -5 | -18.5% | -$410 | 减仓 |
| PSX | PHILLIPS 66 | $1,822 | 0.00% | 10 | 7 | 233.3% | $1,275 | 重新持有 |
| COWG | PACER US LRGE CAP CSH COWS ETF | $1,923 | 0.00% | 57 | 57 | — | $1,923 | 新建仓 |
| HBAN | HUNTINGTON BANCSHS INC | $2,504 | 0.00% | 160 | 160 | — | $2,504 | 新建仓 |
| VST | VISTRA CORP | $2,558 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,605 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP BDC | $2,729 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $2,868 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $3,342 | 0.00% | 132 | -21 | -13.7% | -$532 | 减仓 |
| — | CCM Community Impact Bond Retail | $3,537 | 0.00% | 369 | 3 | 0.8% | $29 | 加仓 |
| WAT | WATERS CORP | $3,574 | 0.00% | 12 | 12 | — | $3,574 | 新建仓 |
| ITW | ILLINOIS TOOL WORKS INC | $3,904 | 0.00% | 15 | 13 | 650.0% | $3,383 | 重新持有 |
| — | iShares 0-1 Year TIPS Bond ETF | $4,106 | 0.00% | 81 | 81 | — | $4,106 | 新建仓 |
| — | Impax International Sust Econ Inv | $4,112 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,210 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Nuveen Preferred and Income ETF | $4,432 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PFF | iShares Preferred&Income Securities ETF | $4,457 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SERVICES CL B | $4,654 | 0.00% | 26 | -30 | -53.6% | -$5,370 | 减仓 |
| BP | BP PLC ADR | $4,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5,376 | 0.00% | 15 | -132 | -89.8% | -$4.73万 | 减仓 |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $5,406 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PGX | Invesco Preferred ETF | $5,440 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $5,486 | 0.00% | 32 | 32 | — | $5,486 | 新建仓 |
| WU | WESTERN UNION CO | $5,500 | 0.00% | 630 | 630 | — | $5,500 | 新建仓 |
| VKQ | Invesco Municipal Trust | $5,664 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A NEW | $5,686 | 0.00% | 45 | 45 | — | $5,686 | 新建仓 |
| ECL | ECOLAB INC | $5,852 | 0.00% | 22 | 2 | 10.0% | $532 | 加仓 |
| AIZ | ASSURANT INC | $5,881 | 0.00% | 27 | -26 | -49.1% | -$5,663 | 减仓 |
| STZ | CONSTELLATION BRANDS A | $6,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION | $6,041 | 0.00% | 35 | 35 | — | $6,041 | 新建仓 |
| HIG | HARTFORD INS GROUP INC | $6,085 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPHY | STATE SRT SPDR PRTFL HGH YLD BND ETF | $6,366 | 0.00% | 273 | 6 | 2.2% | $140 | 加仓 |
| — | DUPONT DE NEMOURS INC | $6,412 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $6,419 | 0.00% | 20 | 5 | 33.3% | $1,605 | 加仓 |
| BAB | Invesco Taxable Municipal Bond ETF | $6,497 | 0.00% | 241 | 41 | 20.5% | $1,105 | 加仓 |
| MNST | MONSTER BEV CORP NEW | $6,666 | 0.00% | 92 | 92 | — | $6,666 | 新建仓 |
| BAM | BROOKFIELD ASSET MNGMT CL A | $6,668 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP | $6,715 | 0.00% | 25 | -46 | -64.8% | -$1.24万 | 减仓 |
| AZO | AUTOZONE INC | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL, INC. | $6,839 | 0.00% | 70 | 70 | — | $6,839 | 新建仓 |
| FISV | FISERV INC | $6,863 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PROPERTY GROUP REIT INC | $7,027 | 0.00% | 244 | -16 | -6.2% | -$461 | 减仓 |
| CL | COLGATEPALMOLIVE COMPANY | $7,245 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDMNTL US LARGE COM ETF | $7,464 | 0.00% | 268 | 268 | — | $7,464 | 新建仓 |
| KR | KROGER CO | $7,617 | 0.00% | 105 | -5 | -4.5% | -$363 | 减仓 |
| — | LXP Industrial Trust | $7,772 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | Burnham Holdings Inc | $7,800 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $7,961 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $8,112 | 0.01% | 85 | -32 | -27.4% | -$3,054 | 减仓 |
| VTR | VENTAS INC | $8,423 | 0.01% | 103 | -41 | -28.5% | -$3,353 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $8,580 | 0.01% | 25 | 10 | 66.7% | $3,432 | 加仓 |
| HPQ | HP INC | $8,837 | 0.01% | 460 | 90 | 24.3% | $1,729 | 加仓 |
| BG | BUNGE GLOBAL SA | $8,904 | 0.01% | 70 | 70 | — | $8,904 | 新建仓 |
| SYY | SYSCO CORPORATION | $8,917 | 0.01% | 125 | 125 | — | $8,917 | 新建仓 |
| RL | POLO RALPH LAUREN CORP | $8,944 | 0.01% | 26 | -2 | -7.1% | -$688 | 减仓 |
| — | American Funds Strategic Bond F-2 | $9,012 | 0.01% | 981 | 10 | 1.0% | $92 | 加仓 |
| NNN | NNN REIT INC | $9,036 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $9,054 | 0.01% | 80 | 50 | 166.7% | $5,659 | 加仓 |
| — | American Funds Bond Fund of Amer F2 | $9,410 | 0.01% | 832 | 8 | 1.0% | $90 | 加仓 |
| COR | CENCORA INC | $9,424 | 0.01% | 30 | -7 | -18.9% | -$2,199 | 减仓 |
| APP | APPLOVIN CORP A | $9,552 | 0.01% | 24 | 24 | — | $9,552 | 新建仓 |
| — | American Funds Multi-Sector Income F-2 | $9,649 | 0.01% | 1,038 | 16 | 1.6% | $149 | 加仓 |
| SLM | SLM CORP | $9,870 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| XLF | FINL SEL SECT SPDR ETF | $1.00万 | 0.01% | 203 | 203 | — | $1.00万 | 新建仓 |
| UL | Unilever PLC ADR | $1.01万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVESTMENTS CO | $1.02万 | 0.01% | 130 | 20 | 18.2% | $1,569 | 加仓 |
| — | Nuveen Large Cap Responsible Eq A | $1.03万 | 0.01% | 456 | -13 | -2.8% | -$293 | 减仓 |
| FOXA | FOX CORP | $1.08万 | 0.01% | 185 | -8 | -4.1% | -$467 | 减仓 |
| GM | GENERAL MOTORS CO | $1.08万 | 0.01% | 145 | 90 | 163.6% | $6,705 | 加仓 |
| — | American Funds Global Insight F-2 | $1.08万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| — | Cohen & Steers Tot Ret Realty | $1.11万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | Impax Small Cap Institutional | $1.13万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| JIRE | JPMORGAN INTERN RESRCH ENH EQT ETF | $1.14万 | 0.01% | 150 | -71 | -32.1% | -$5,378 | 减仓 |
| APO | APOLLO GLOBAL MANAGEMENT | $1.15万 | 0.01% | 103 | 8 | 8.4% | $891 | 加仓 |