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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | iShares 1-5 Year invmt Grd Corp Bd ETF | $1.30万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc Com | $1.33万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| — | Impax Small Cap Institutional | $1.36万 | 0.01% | 590 | -25 | -4.1% | -$576 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.38万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1.38万 | 0.01% | 165 | 40 | 32.0% | $3,343 | 加仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1.39万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETF | $1.39万 | 0.01% | 276 | -1 | -0.4% | -$50 | 减仓 |
| FHN | FIRST HORIZON CORP | $1.40万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| HE | Hawaiian Electric Industries Inc | $1.42万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $1.43万 | 0.01% | 185 | 40 | 27.6% | $3,083 | 加仓 |
| CVS | CVS HEALTH CORP | $1.45万 | 0.01% | 140 | -20 | -12.5% | -$2,069 | 减仓 |
| — | Invesco Floating Rate ESG Y | $1.55万 | 0.01% | 2,475 | -7 | -0.3% | -$44 | 减仓 |
| AMT | AMERICAN TOWER CORPORATION | $1.55万 | 0.01% | 95 | 60 | 171.4% | $9,814 | 加仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $1.62万 | 0.01% | 552 | 81 | 17.2% | $2,372 | 加仓 |
| MYRG | MYR GROUP INC DE | $1.65万 | 0.01% | 33 | 33 | — | $1.65万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.67万 | 0.01% | 161 | -3 | -1.8% | -$312 | 减仓 |
| COR | CENCORA INC | $1.70万 | 0.01% | 60 | 30 | 100.0% | $8,490 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.73万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.77万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $1.77万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $1.78万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.79万 | 0.01% | 287 | 28 | 10.8% | $1,747 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.80万 | 0.01% | 195 | -2,100 | -91.5% | -$19.34万 | 减仓 |
| CHRD | CHORD ENERGY CORP NEW | $1.82万 | 0.01% | 159 | 159 | — | $1.82万 | 新建仓 |
| SNDK | SANDISK CORP | $1.82万 | 0.01% | 8 | 8 | — | $1.82万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $1.83万 | 0.01% | 1,360 | -520 | -27.7% | -$6,999 | 减仓 |
| FHI | FEDERATED HERMES INC | $1.84万 | 0.01% | 334 | 32 | 10.6% | $1,767 | 加仓 |
| HPQ | HP INC | $1.89万 | 0.01% | 860 | 400 | 87.0% | $8,776 | 加仓 |
| DE | DEERE & CO | $1.90万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PROPERTIES REALTY TRUS | $1.90万 | 0.01% | 638 | 61 | 10.6% | $1,821 | 加仓 |
| PODD | INSULET CORP | $1.93万 | 0.01% | 127 | 127 | — | $1.93万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS A | $1.99万 | 0.01% | 779 | 268 | 52.4% | $6,856 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $2.03万 | 0.01% | 158 | 150 | 1,875.0% | $1.93万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $2.05万 | 0.01% | 53 | 4 | 8.2% | $1,547 | 加仓 |
| SPMB | ST STR SPDR MTG BACK ETF | $2.07万 | 0.01% | 930 | -86 | -8.5% | -$1,919 | 减仓 |
| CARG | CARGURUS INC | $2.10万 | 0.01% | 617 | -30 | -4.6% | -$1,023 | 减仓 |
| IDA | IDACORP INC | $2.12万 | 0.01% | 140 | 13 | 10.2% | $1,967 | 加仓 |
| NXT | NEXTPOWER INC A | $2.13万 | 0.01% | 179 | 172 | 2,457.1% | $2.05万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.16万 | 0.01% | 100 | 100 | — | $2.16万 | 新建仓 |
| TLN | TALEN ENERGY CORP NEW | $2.19万 | 0.01% | 57 | -14 | -19.7% | -$5,380 | 减仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS | $2.19万 | 0.01% | 849 | 83 | 10.8% | $2,143 | 加仓 |
| SN | SHARKNINJA INC | $2.22万 | 0.01% | 146 | 27 | 22.7% | $4,112 | 加仓 |
| MMS | MAXIMUS INC | $2.25万 | 0.01% | 418 | 34 | 8.9% | $1,828 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $2.30万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation Inc | $2.38万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC A | $2.41万 | 0.01% | 1,593 | 157 | 10.9% | $2,372 | 加仓 |
| LHX | L3HARRIS TECH, INC. | $2.47万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $2.50万 | 0.01% | 275 | 80 | 41.0% | $7,259 | 加仓 |
| MTX | MINERALS TECHS INC | $2.51万 | 0.01% | 339 | 339 | — | $2.51万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $2.51万 | 0.01% | 115 | -56 | -32.7% | -$1.22万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.55万 | 0.01% | 476 | -17 | -3.4% | -$910 | 减仓 |
| RNG | RINGCENTRAL, INC. | $2.55万 | 0.01% | 654 | -146 | -18.2% | -$5,691 | 减仓 |
| — | RBC Emerging Markets Equity I | $2.57万 | 0.01% | 1,221 | -207 | -14.5% | -$4,365 | 减仓 |
| CNX | CNX RESOURCES CORP | $2.60万 | 0.01% | 766 | 373 | 94.9% | $1.27万 | 加仓 |
| WHR | WHIRLPOOL CORP | $2.60万 | 0.01% | 660 | -20 | -2.9% | -$788 | 减仓 |
| TGT | TARGET CORP | $2.63万 | 0.01% | 201 | 201 | — | $2.63万 | 新建仓 |
| SYBT | STOCK YARDS BANCORP INC | $2.63万 | 0.01% | 344 | 33 | 10.6% | $2,524 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $2.65万 | 0.02% | 185 | -60 | -24.5% | -$8,589 | 减仓 |
| FNDX | SCHWAB FUNDMNTL US LARGE COM ETF | $2.67万 | 0.02% | 857 | 589 | 219.8% | $1.83万 | 加仓 |
| SPYG | ST STR S&P 500 GRWTH ETF | $2.67万 | 0.02% | 224 | -506 | -69.3% | -$6.02万 | 重新持有 |
| — | CCM Community Impact Bond Institutional | $2.70万 | 0.02% | 2,824 | -23 | -0.8% | -$220 | 减仓 |
| — | Impax International Sust Econ Instl | $2.72万 | 0.02% | 2,047 | -144 | -6.6% | -$1,917 | 减仓 |
| — | Hartford Schroders International Stk I | $2.73万 | 0.02% | 1,164 | -56 | -4.6% | -$1,312 | 减仓 |
| LGND | LIGAND PHARMS INC NEW | $2.78万 | 0.02% | 88 | -150 | -63.0% | -$4.74万 | 减仓 |
| CMCSA | COMCAST CORP A NEW | $2.80万 | 0.02% | 1,140 | 160 | 16.3% | $3,929 | 加仓 |
| FNB | F N B Corp | $2.81万 | 0.02% | 1,473 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $2.83万 | 0.02% | 675 | -95 | -12.3% | -$3,984 | 减仓 |
| — | Nuveen Short Duration Impact Bd R6 | $2.83万 | 0.02% | 2,926 | 2,926 | — | $2.83万 | 新建仓 |
| NTCT | NETSCOUT SYSTEM INC | $2.84万 | 0.02% | 652 | 652 | — | $2.84万 | 新建仓 |
| XMMO | INVESCO S AND P MIDCAP MOMNTM ETF | $2.84万 | 0.02% | 167 | -1 | -0.6% | -$170 | 减仓 |
| FIVN | FIVE9 INC | $2.85万 | 0.02% | 1,339 | -824 | -38.1% | -$1.76万 | 减仓 |
| — | WARNER BROS. DISCOVERY SRS A | $2.89万 | 0.02% | 1,085 | -327 | -23.2% | -$8,718 | 减仓 |
| PACS | PACS GROUP INC | $2.99万 | 0.02% | 701 | 701 | — | $2.99万 | 新建仓 |
| YETI | YETI HOLDINGS INC | $3.00万 | 0.02% | 605 | 54 | 9.8% | $2,676 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $3.04万 | 0.02% | 448 | 448 | — | $3.04万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $3.04万 | 0.02% | 185 | 17 | 10.1% | $2,793 | 加仓 |
| IJS | ISHS S&P SMCP600 VAL ETF | $3.06万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $3.07万 | 0.02% | 103 | 103 | — | $3.07万 | 新建仓 |
| JD | JD.COM, INC. | $3.08万 | 0.02% | 1,209 | 1,209 | — | $3.08万 | 新建仓 |
| ACN | ACCENTURE PLC IRELD CL A | $3.11万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| IAGG | ISHS INTL AGGREG BD ETF | $3.12万 | 0.02% | 617 | -63 | -9.3% | -$3,188 | 减仓 |
| APD | AIR PDTS & CHEMICALS INC | $3.23万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $3.26万 | 0.02% | 689 | 83 | 13.7% | $3,930 | 加仓 |
| SHM | SPDR Nuveen ICE Short Term Muncpl Bd ETF | $3.30万 | 0.02% | 689 | -72 | -9.5% | -$3,453 | 减仓 |
| WPC | W.P. Carey Inc | $3.31万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER | $3.33万 | 0.02% | 145 | 18 | 14.2% | $4,132 | 加仓 |
| CR | CRANE CO NEW | $3.35万 | 0.02% | 150 | 14 | 10.3% | $3,123 | 加仓 |
| MDLZ | Mondelez International Inc Class A | $3.35万 | 0.02% | 580 | 35 | 6.4% | $2,024 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $3.36万 | 0.02% | 154 | 79 | 105.3% | $1.73万 | 加仓 |
| XLV | The Health Care Select Sector SPDR ETF | $3.38万 | 0.02% | 213 | -5,825 | -96.5% | -$92.42万 | 减仓 |
| BX | BLACKSTONE INC A | $3.41万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $3.48万 | 0.02% | 215 | -15 | -6.5% | -$2,429 | 减仓 |
| TRMK | TRUSTMARK CORP | $3.48万 | 0.02% | 757 | -111 | -12.8% | -$5,107 | 减仓 |
| GFI | GOLD FIELDS LTD ADR NEW | $3.49万 | 0.02% | 1,040 | -87 | -7.7% | -$2,922 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $3.57万 | 0.02% | 504 | 164 | 48.2% | $1.16万 | 加仓 |
| SON | SONOCO PRODUCTS CO | $3.58万 | 0.02% | 635 | 20 | 3.3% | $1,127 | 加仓 |
| GTY | GETTY REALTY CORP NEW | $3.61万 | 0.02% | 1,081 | 99 | 10.1% | $3,303 | 加仓 |
| SPBO | STATE STRET SPDR PRTFL CRPRT BND ETF | $3.67万 | 0.02% | 1,263 | -163 | -11.4% | -$4,733 | 减仓 |
| — | Franklin MA Tax-Free Income A1 | $3.71万 | 0.02% | 3,508 | 28 | 0.8% | $297 | 加仓 |
| CRH | CRH PLC | $3.72万 | 0.02% | 348 | 36 | 11.5% | $3,852 | 加仓 |