RICHARDSON FINANCIAL SERVICES INC.
MEDWAY MA · SEC CIK 0002012303
$1.76亿2026Q2 申报市值
607持仓数
30.1%前十大占比 · 第一大 4.7%
39 / 47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
XLE 新建仓+$83.65万
MU 加仓+$81.38万
MGK 加仓+$55.31万
XLI 加仓+$47.23万
MGV 加仓+$40.73万
2026Q2 卖出最多 按季末市值估算
XLV 减仓-$92.42万
SPDW 减仓-$87.59万
MA 减仓-$68.51万
TT 减仓-$58.69万
XLK 减仓-$58.58万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Engie American Depositary Receipts Sponsored | $1,072 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | Standard Chartered PLC UNSPONSRED ADS | $1,090 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $1,111 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $1,133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP CL A INC | $1,152 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $1,169 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | Danone SA | $1,176 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | Tokyo Electron Ltd | $1,215 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | Airbus Group Se | $1,223 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $1,241 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | Nuveen Green Bond R6 | $1,308 | 0.00% | 143 | 14 | 10.9% | $128 | 加仓 |
| — | RWE AG | $1,364 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1,395 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TTE | Total SA | $1,555 | 0.00% | 20 | 1 | 5.3% | $78 | 加仓 |
| KHC | The Kraft Heinz Co | $1,559 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS Group Holdings Ltd | $1,623 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings PLC | $2,021 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,076 | 0.00% | 5 | -1 | -16.7% | -$415 | 减仓 |
| SAFRY | Safran SA | $2,162 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $2,244 | 0.00% | 190 | -80 | -29.6% | -$945 | 减仓 |
| JBL | JABIL INC | $2,313 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $2,329 | 0.00% | 70 | 70 | — | $2,329 | 新建仓 |
| JSMD | JANUS HNDRSN SML MID CP GRO ALPH ETF | $2,430 | 0.00% | 24 | 14 | 140.0% | $1,418 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID CAP ETF | $2,466 | 0.00% | 27 | 18 | 200.0% | $1,644 | 加仓 |
| — | CION INVT CORP BDC | $2,486 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $2,619 | 0.00% | 21 | 14 | 200.0% | $1,746 | 加仓 |
| HRB | H&R BLOCK INC | $2,666 | 0.00% | 70 | -1,065 | -93.8% | -$4.06万 | 重新持有 |
| XLK | TECH SEL SECT SPDR ETF | $2,667 | 0.00% | 14 | -3,075 | -99.5% | -$58.58万 | 减仓 |
| CI | CIGNA CORP | $2,757 | 0.00% | 10 | -15 | -60.0% | -$4,136 | 减仓 |
| HBAN | HUNTINGTON BANCSHS INC | $2,837 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,196 | 0.00% | 1 | -1 | -50.0% | -$3,196 | 减仓 |
| NUE | NUCOR CORP | $3,341 | 0.00% | 15 | 15 | — | $3,341 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $3,378 | 0.00% | 127 | -5 | -3.8% | -$133 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,443 | 0.00% | 10 | -10 | -50.0% | -$3,443 | 减仓 |
| VST | VISTRA CORP | $3,490 | 0.00% | 22 | 5 | 29.4% | $793 | 加仓 |
| BP | BP PLC ADR | $3,695 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3,696 | 0.00% | 20 | -258 | -92.8% | -$4.77万 | 减仓 |
| — | CCM Community Impact Bond Retail | $4,069 | 0.00% | 426 | 57 | 15.4% | $544 | 加仓 |
| — | iShares 0-1 Year TIPS Bond ETF | $4,094 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp | $4,231 | 0.00% | 24 | -21 | -46.7% | -$3,702 | 减仓 |
| Q | QNITY ELECTRONICS INC | $4,409 | 0.00% | 27 | -42 | -60.9% | -$6,858 | 减仓 |
| SPCX | SPACE EXPLORATION TECH CL A CORP | $4,442 | 0.00% | 26 | 26 | — | $4,442 | 新建仓 |
| KR | KROGER CO | $4,443 | 0.00% | 80 | -25 | -23.8% | -$1,388 | 减仓 |
| PFF | iShares Preferred&Income Securities ETF | $4,482 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | Nuveen Preferred and Income ETF | $4,498 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $4,500 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UNION CO | $4,851 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| — | Impax International Sust Econ Inv | $4,900 | 0.00% | 359 | 28 | 8.5% | $382 | 加仓 |
| ECL | ECOLAB INC | $5,015 | 0.00% | 18 | -4 | -18.2% | -$1,114 | 减仓 |
| CHRW | CH ROBINSON WORLDWID NEW | $5,085 | 0.00% | 27 | 27 | — | $5,085 | 新建仓 |
| CACI | CACI INTERNATIONAL CL A INC | $5,096 | 0.00% | 11 | -22 | -66.7% | -$1.02万 | 减仓 |
| IJR | ISHS CORE S&P SMCP ETF | $5,340 | 0.00% | 36 | -384 | -91.4% | -$5.70万 | 减仓 |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $5,372 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PGX | Invesco Preferred ETF | $5,420 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS A | $5,564 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5,890 | 0.00% | 19 | 16 | 533.3% | $4,960 | 加仓 |
| HIG | HARTFORD INS GROUP INC | $5,963 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VKQ | Invesco Municipal Trust | $5,974 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $6,033 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| COWG | PACER US LRGE CAP CSH COWS ETF | $6,101 | 0.00% | 152 | 95 | 166.7% | $3,813 | 加仓 |
| SPHY | STATE SRT SPDR PRTFL HGH YLD BND ETF | $6,189 | 0.00% | 264 | -9 | -3.3% | -$211 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6,238 | 0.00% | 35 | 10 | 40.0% | $1,782 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $6,240 | 0.00% | 46 | -94 | -67.1% | -$1.28万 | 减仓 |
| ETN | EATON CORP PLC | $6,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BAB | Invesco Taxable Municipal Bond ETF | $6,468 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MNGMT CL A | $6,728 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,763 | 0.00% | 40 | 30 | 300.0% | $5,072 | 加仓 |
| NEM | NEWMONT CORP | $6,818 | 0.00% | 73 | -38 | -34.2% | -$3,549 | 减仓 |
| — | Burnham Holdings Inc | $7,141 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | $7,444 | 0.00% | 78 | 78 | — | $7,444 | 新建仓 |
| LNC | LINCOLN NATL CORP IN | $7,459 | 0.00% | 211 | 211 | — | $7,459 | 新建仓 |
| CL | COLGATEPALMOLIVE COMPANY | $7,793 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $8,038 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVESTMENTS CO | $8,245 | 0.00% | 94 | -36 | -27.7% | -$3,158 | 减仓 |
| MNST | MONSTER BEV CORP NEW | $8,747 | 0.00% | 91 | -1 | -1.1% | -$96 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $8,851 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $8,856 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $8,942 | 0.01% | 30 | -95 | -76.0% | -$2.83万 | 减仓 |
| — | LXP Industrial Trust | $9,052 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $9,466 | 0.01% | 35 | 20 | 133.3% | $5,409 | 加仓 |
| FOXA | FOX CORP | $9,702 | 0.01% | 186 | 1 | 0.5% | $52 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $9,733 | 0.01% | 44 | -45 | -50.6% | -$9,954 | 减仓 |
| XLF | FINL SEL SECT SPDR ETF | $9,918 | 0.01% | 185 | -18 | -8.9% | -$965 | 减仓 |
| NNN | NNN REIT INC | $1.00万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1.00万 | 0.01% | 380 | 320 | 533.3% | $8,445 | 加仓 |
| DCRE | DOUBLELINE COM REAL EST DEBT ETF | $1.01万 | 0.01% | 194 | -219 | -53.0% | -$1.13万 | 减仓 |
| SJM | SMUCKER JM COMPANY NEW | $1.01万 | 0.01% | 90 | 90 | — | $1.01万 | 新建仓 |
| AIZ | ASSURANT INC | $1.02万 | 0.01% | 38 | 11 | 40.7% | $2,954 | 加仓 |
| RL | POLO RALPH LAUREN CORP | $1.04万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| UL | Unilever PLC ADR | $1.06万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $1.11万 | 0.01% | 125 | 22 | 21.4% | $1,954 | 加仓 |
| — | Nuveen Large Cap Responsible Eq A | $1.11万 | 0.01% | 420 | -36 | -7.9% | -$953 | 减仓 |
| — | Cohen & Steers Tot Ret Realty | $1.13万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GVI | ISHS INTRM GOV CRDT ETF | $1.17万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.19万 | 0.01% | 69 | -2 | -2.8% | -$345 | 减仓 |
| SLM | SLM CORP | $1.20万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| JIRE | JPMORGAN INTERN RESRCH ENH EQT ETF | $1.20万 | 0.01% | 145 | -5 | -3.3% | -$412 | 减仓 |
| CW | CURTISS WRIGHT CORP DE | $1.21万 | 0.01% | 16 | -1 | -5.9% | -$758 | 减仓 |
| INTU | INTUIT INC | $1.23万 | 0.01% | 47 | -2 | -4.1% | -$522 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.26万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |