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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $1.15万 | 0.01% | 160 | 5 | 3.2% | $360 | 加仓 |
| CW | CURTISS WRIGHT CORP DE | $1.16万 | 0.01% | 17 | -5 | -22.7% | -$3,405 | 减仓 |
| GVI | ISHS INTRM GOV CRDT ETF | $1.17万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| — | Schwab Prime Advantage Money Investor | $1.19万 | 0.01% | 11,890 | 11,890 | — | $1.19万 | 新建仓 |
| NEM | NEWMONT CORP | $1.20万 | 0.01% | 111 | 22 | 24.7% | $2,382 | 加仓 |
| FHN | FIRST HORIZON CORP | $1.24万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $1.26万 | 0.01% | 119 | 9 | 8.2% | $953 | 加仓 |
| IGSB | iShares 1-5 Year invmt Grd Corp Bd ETF | $1.31万 | 0.01% | 249 | -4 | -1.6% | -$210 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1.31万 | 0.01% | 71 | 6 | 9.2% | $1,108 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.32万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc Com | $1.33万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth ETF | $1.38万 | 0.01% | 44 | -8 | -15.4% | -$2,511 | 减仓 |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETF | $1.38万 | 0.01% | 277 | 126 | 83.4% | $6,294 | 加仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1.40万 | 0.01% | 118 | -82 | -41.0% | -$9,725 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.43万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $1.43万 | 0.01% | 492 | 492 | — | $1.43万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $1.44万 | 0.01% | 68 | 6 | 9.7% | $1,268 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $1.44万 | 0.01% | 49 | -10 | -16.9% | -$2,934 | 减仓 |
| EPP | ISHS PAC EX JPN ETF | $1.48万 | 0.01% | 279 | 279 | — | $1.48万 | 新建仓 |
| PGR | PROGRESSIVE CORP OH | $1.49万 | 0.01% | 75 | -244 | -76.5% | -$4.84万 | 减仓 |
| ARCC | ARES CAPITAL CORP BDC | $1.50万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| CNX | CNX RESOURCES CORP | $1.51万 | 0.01% | 393 | 77 | 24.4% | $2,968 | 加仓 |
| PHM | PULTEGROUP INC | $1.53万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.53万 | 0.01% | 259 | 259 | — | $1.53万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $1.53万 | 0.01% | 163 | -262 | -61.6% | -$2.46万 | 减仓 |
| — | American Funds Growth Fund of Amer F2 | $1.54万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| HE | Hawaiian Electric Industries Inc | $1.56万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| — | Invesco Floating Rate ESG Y | $1.57万 | 0.01% | 2,482 | 49 | 2.0% | $309 | 加仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS | $1.57万 | 0.01% | 766 | 766 | — | $1.57万 | 新建仓 |
| GPC | GENUINE PARTS CO | $1.59万 | 0.01% | 150 | 150 | — | $1.59万 | 新建仓 |
| EXEL | EXELIXIS INC | $1.59万 | 0.01% | 371 | -412 | -52.6% | -$1.77万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.59万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS A | $1.61万 | 0.01% | 511 | 511 | — | $1.61万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $1.67万 | 0.01% | 124 | -120 | -49.2% | -$1.62万 | 减仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $1.67万 | 0.01% | 471 | 314 | 200.0% | $1.11万 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $1.69万 | 0.01% | 89 | -18 | -16.8% | -$3,413 | 减仓 |
| DE | DEERE & CO | $1.69万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $1.71万 | 0.01% | 302 | -98 | -24.5% | -$5,558 | 减仓 |
| ROK | Rockwell Automation Inc | $1.72万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOME ETF | $1.74万 | 0.01% | 383 | 383 | — | $1.74万 | 新建仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY TRUS | $1.75万 | 0.01% | 577 | -7 | -1.2% | -$213 | 减仓 |
| CACI | CACI INTERNATIONAL CL A INC | $1.79万 | 0.01% | 33 | -3 | -8.3% | -$1,632 | 减仓 |
| — | American Funds SMALLCAP World F2 | $1.81万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.82万 | 0.01% | 127 | -11 | -8.0% | -$1,573 | 减仓 |
| NRG | NRG ENERGY INC NEW | $1.83万 | 0.01% | 125 | 125 | — | $1.83万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.86万 | 0.01% | 296 | 155 | 109.9% | $9,727 | 加仓 |
| AYI | ACUITY INC | $1.91万 | 0.01% | 68 | -49 | -41.9% | -$1.37万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1.91万 | 0.01% | 191 | 63 | 49.2% | $6,306 | 加仓 |
| MCRI | MONARCH CASINO AND RESORT | $1.99万 | 0.01% | 208 | 12 | 6.1% | $1,147 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2.00万 | 0.01% | 195 | -549 | -73.8% | -$5.64万 | 减仓 |
| SNX | TD SYNNEX CORP | $2.01万 | 0.01% | 119 | 119 | — | $2.01万 | 新建仓 |
| YETI | YETI HOLDINGS INC | $2.02万 | 0.01% | 551 | -20 | -3.5% | -$732 | 减仓 |
| SYBT | STOCK YARDS BANCORP INC | $2.06万 | 0.01% | 311 | 16 | 5.4% | $1,061 | 加仓 |
| — | American Funds Washington Mutual F2 | $2.11万 | 0.01% | 336 | 2 | 0.6% | $125 | 加仓 |
| INTU | INTUIT INC | $2.12万 | 0.01% | 49 | -310 | -86.4% | -$13.40万 | 减仓 |
| — | American Funds Capital Income Bldr F2 | $2.13万 | 0.01% | 274 | 2 | 0.7% | $155 | 加仓 |
| DCRE | DOUBLELINE COM REAL EST DEBT ETF | $2.15万 | 0.01% | 413 | 413 | — | $2.15万 | 新建仓 |
| NMRK | NEWMARK GROUP INC A | $2.15万 | 0.01% | 1,436 | 70 | 5.1% | $1,049 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $2.15万 | 0.01% | 340 | -92 | -21.3% | -$5,828 | 减仓 |
| — | American Funds American Balanced F2 | $2.16万 | 0.01% | 586 | 2 | 0.3% | $74 | 加仓 |
| COP | CONOCOPHILLIPS | $2.16万 | 0.01% | 164 | 54 | 49.1% | $7,128 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $2.20万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $2.20万 | 0.01% | 647 | 42 | 6.9% | $1,430 | 加仓 |
| GMED | GLOBUS MED INC A NEW | $2.27万 | 0.01% | 263 | 263 | — | $2.27万 | 新建仓 |
| TLN | TALEN ENERGY CORP NEW | $2.27万 | 0.01% | 71 | 18 | 34.0% | $5,746 | 加仓 |
| CART | MAPLEBEAR INC | $2.27万 | 0.01% | 606 | 240 | 65.6% | $8,990 | 重新持有 |
| SPMB | ST STR SPDR MTG BACK ETF | $2.27万 | 0.01% | 1,016 | -69 | -6.4% | -$1,545 | 减仓 |
| CR | CRANE CO NEW | $2.33万 | 0.01% | 136 | 6 | 4.6% | $1,026 | 加仓 |
| ESS | ESSEX PROPERTY TRUST INC | $2.42万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $2.43万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| — | RBC Emerging Markets Equity I | $2.44万 | 0.02% | 1,428 | -75 | -5.0% | -$1,279 | 减仓 |
| XMMO | INVESCO S AND P MIDCAP MOMNTM ETF | $2.44万 | 0.02% | 168 | 168 | — | $2.44万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $2.44万 | 0.02% | 390 | 390 | — | $2.44万 | 新建仓 |
| LCII | LCI INDS | $2.45万 | 0.02% | 199 | 42 | 26.8% | $5,165 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $2.46万 | 0.02% | 168 | 74 | 78.7% | $1.08万 | 加仓 |
| MMS | MAXIMUS INC | $2.46万 | 0.02% | 384 | -67 | -14.9% | -$4,295 | 减仓 |
| FNB | F N B Corp | $2.46万 | 0.02% | 1,473 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $2.47万 | 0.02% | 122 | 122 | — | $2.47万 | 新建仓 |
| — | Hartford Schroders International Stk I | $2.55万 | 0.02% | 1,220 | -17 | -1.4% | -$355 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.65万 | 0.02% | 493 | -5 | -1.0% | -$269 | 减仓 |
| — | Impax International Sust Econ Instl | $2.65万 | 0.02% | 2,191 | -46 | -2.1% | -$557 | 减仓 |
| IJS | ISHS S&P SMCP600 VAL ETF | $2.65万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| — | CCM Community Impact Bond Institutional | $2.73万 | 0.02% | 2,847 | 25 | 0.9% | $240 | 加仓 |
| AJG | ARTHUR J GALLAGHER | $2.75万 | 0.02% | 127 | 77 | 154.0% | $1.67万 | 加仓 |
| QLYS | QUALYS INC | $2.78万 | 0.02% | 316 | -29 | -8.4% | -$2,548 | 减仓 |
| CMCSA | COMCAST CORP A NEW | $2.81万 | 0.02% | 980 | -36 | -3.5% | -$1,034 | 减仓 |
| — | PIMCO Low Duration ESG Institutional | $2.84万 | 0.02% | 3,089 | 27 | 0.9% | $248 | 加仓 |
| WTS | WATTS WATER TECH INC | $2.84万 | 0.02% | 98 | 7 | 7.7% | $2,032 | 加仓 |
| LHX | L3HARRIS TECH, INC. | $2.93万 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2.96万 | 0.02% | 1,880 | 1,880 | — | $2.96万 | 新建仓 |
| RNG | RINGCENTRAL, INC. | $2.98万 | 0.02% | 800 | -191 | -19.3% | -$7,103 | 减仓 |
| HURN | HURON CONSULTING GRP INC | $3.02万 | 0.02% | 237 | -1 | -0.4% | -$127 | 减仓 |
| EWJ | ISHS MSCI JAPAN ETF | $3.04万 | 0.02% | 360 | 360 | — | $3.04万 | 新建仓 |
| GTY | GETTY REALTY CORP NEW | $3.12万 | 0.02% | 982 | 949 | 2,875.8% | $3.02万 | 加仓 |
| MDLZ | Mondelez International Inc Class A | $3.14万 | 0.02% | 545 | 65 | 13.5% | $3,747 | 加仓 |
| WPC | W.P. Carey Inc | $3.15万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| APD | AIR PDTS & CHEMICALS INC | $3.20万 | 0.02% | 110 | 10 | 10.0% | $2,905 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $3.21万 | 0.02% | 245 | 85 | 53.1% | $1.12万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3.23万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| IJT | ISHS S&P SMCP600 GRW ETF | $3.24万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |