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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS NV | $3.25万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $3.27万 | 0.02% | 770 | -45 | -5.5% | -$1,912 | 减仓 |
| CRH | CRH PLC | $3.28万 | 0.02% | 312 | -1,071 | -77.4% | -$11.26万 | 减仓 |
| FIVN | FIVE9 INC | $3.28万 | 0.02% | 2,163 | 845 | 64.1% | $1.28万 | 加仓 |
| SON | SONOCO PRODUCTS CO | $3.33万 | 0.02% | 615 | -20 | -3.1% | -$1,082 | 减仓 |
| VRT | VERTIV HLDGS LLC A | $3.33万 | 0.02% | 133 | 10 | 8.1% | $2,506 | 加仓 |
| BX | BLACKSTONE INC A | $3.33万 | 0.02% | 290 | 100 | 52.6% | $1.15万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.34万 | 0.02% | 550 | 110 | 25.0% | $6,673 | 加仓 |
| GRMN | GARMIN LTD | $3.34万 | 0.02% | 144 | -6 | -4.0% | -$1,392 | 减仓 |
| MMM | 3M COMPANY | $3.34万 | 0.02% | 230 | 175 | 318.2% | $2.54万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS | $3.35万 | 0.02% | 518 | 150 | 40.8% | $9,694 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $3.36万 | 0.02% | 1,358 | 1,358 | — | $3.36万 | 新建仓 |
| BRC | BRADY CORP CL A | $3.38万 | 0.02% | 416 | 27 | 6.9% | $2,194 | 加仓 |
| BIDU | BAIDU INC A SPON ADR | $3.39万 | 0.02% | 304 | 304 | — | $3.39万 | 新建仓 |
| IAGG | ISHS INTL AGGREG BD ETF | $3.40万 | 0.02% | 680 | 353 | 108.0% | $1.77万 | 加仓 |
| — | American Funds Capital World Gr&Inc F2 | $3.42万 | 0.02% | 486 | 1 | 0.2% | $70 | 加仓 |
| KT | KT CORP SPON ADR | $3.46万 | 0.02% | 1,614 | 1,614 | — | $3.46万 | 新建仓 |
| PAYX | PAYCHEX INC | $3.50万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GRP INC SPON ADR | $3.51万 | 0.02% | 352 | 352 | — | $3.51万 | 新建仓 |
| SIG | SIGNET JEWELERS LTD | $3.51万 | 0.02% | 415 | 47 | 12.8% | $3,978 | 加仓 |
| QCOM | QUALCOMM INC | $3.58万 | 0.02% | 278 | 110 | 65.5% | $1.42万 | 加仓 |
| CPA | COPA HOLDINGS SA CL A | $3.59万 | 0.02% | 316 | -221 | -41.2% | -$2.51万 | 减仓 |
| LOGI | LOGITECH INTL SA | $3.61万 | 0.02% | 396 | -267 | -40.3% | -$2.43万 | 减仓 |
| — | Franklin MA Tax-Free Income A1 | $3.62万 | 0.02% | 3,480 | 27 | 0.8% | $281 | 加仓 |
| SHM | ST STR SPDR ICE S/T ETF | $3.64万 | 0.02% | 761 | -2,489 | -76.6% | -$11.91万 | 减仓 |
| TRMK | TRUSTMARK CORP | $3.66万 | 0.02% | 868 | 51 | 6.2% | $2,149 | 加仓 |
| NVS | NOVARTIS AG SPON ADR | $3.67万 | 0.02% | 240 | -182 | -43.1% | -$2.78万 | 减仓 |
| WHR | WHIRLPOOL CORP | $3.67万 | 0.02% | 680 | -110 | -13.9% | -$5,931 | 减仓 |
| IP | INTL PAPER COMPANY | $3.68万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| SONY | Sony Group Corp | $3.76万 | 0.02% | 1,815 | -60 | -3.2% | -$1,242 | 减仓 |
| BWX | SPDR BLMBERG INTL BD ETF | $3.79万 | 0.02% | 1,725 | -310 | -15.2% | -$6,805 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $3.82万 | 0.02% | 1,674 | -54 | -3.1% | -$1,231 | 减仓 |
| VMRK | Equity Residential | $3.84万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $3.86万 | 0.02% | 159 | 55 | 52.9% | $1.34万 | 加仓 |
| CNO | CNO FINANCIAL GROUP INC | $3.87万 | 0.02% | 943 | 75 | 8.6% | $3,080 | 加仓 |
| — | WARNER BROS. DISCOVERY SRS A | $3.88万 | 0.02% | 1,412 | -235 | -14.3% | -$6,453 | 减仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $3.89万 | 0.02% | 304 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RVR LAB INTL | $3.90万 | 0.02% | 226 | 108 | 91.5% | $1.86万 | 加仓 |
| PLAB | PHOTRONICS INC | $3.92万 | 0.02% | 969 | 385 | 65.9% | $1.56万 | 加仓 |
| VIRT | VIRTU FINANCIAL INC A | $3.94万 | 0.02% | 896 | 63 | 7.6% | $2,771 | 加仓 |
| — | Parnassus Mid Cap Institutional | $3.98万 | 0.02% | 1,058 | -21 | -1.9% | -$791 | 减仓 |
| EVTC | EVERTEC INC | $4.03万 | 0.03% | 1,428 | 103 | 7.8% | $2,907 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $4.07万 | 0.03% | 180 | 107 | 146.6% | $2.42万 | 加仓 |
| SPBO | STATE STRET SPDR PRTFL CRPRT BND ETF | $4.14万 | 0.03% | 1,426 | 437 | 44.2% | $1.27万 | 加仓 |
| KEY | KEYCORP NEW | $4.15万 | 0.03% | 2,070 | 230 | 12.5% | $4,612 | 加仓 |
| BBHY | JPMORGAN BETA YIELD CORP BND ETF | $4.17万 | 0.03% | 909 | -651 | -41.7% | -$2.98万 | 减仓 |
| TILE | INTERFACE INC | $4.17万 | 0.03% | 1,675 | 33 | 2.0% | $822 | 加仓 |
| — | American Funds Invmt Co of Amer F2 | $4.24万 | 0.03% | 714 | 2 | 0.3% | $119 | 加仓 |
| GOOG | ALPHABET INC C | $4.25万 | 0.03% | 148 | -15 | -9.2% | -$4,303 | 减仓 |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | $4.27万 | 0.03% | 300 | 1 | 0.3% | $142 | 加仓 |
| PRDO | PERDOCEO EDUCATION CORP | $4.29万 | 0.03% | 1,154 | 74 | 6.9% | $2,754 | 加仓 |
| EME | EMCOR GROUP INC | $4.36万 | 0.03% | 59 | 4 | 7.3% | $2,953 | 加仓 |
| VCIT | VANGUARD INTERM-TM CORP BD IDX | $4.44万 | 0.03% | 536 | -175 | -24.6% | -$1.45万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $4.44万 | 0.03% | 1,300 | 58 | 4.7% | $1,980 | 加仓 |
| BGRN | iShares Trust iShares USD Green Bond ETF | $4.47万 | 0.03% | 941 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $4.49万 | 0.03% | 2,121 | 1,294 | 156.5% | $2.74万 | 加仓 |
| PLMR | PALOMAR HOLDINGS INC | $4.49万 | 0.03% | 376 | 90 | 31.5% | $1.08万 | 加仓 |
| BNY | THE BANK OF NEW YORK MELLON CORP | $4.51万 | 0.03% | 381 | 201 | 111.7% | $2.38万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $4.54万 | 0.03% | 171 | 2 | 1.2% | $531 | 加仓 |
| SU | SUNCOR ENERGY INC | $4.59万 | 0.03% | 695 | -515 | -42.6% | -$3.40万 | 减仓 |
| YOU | CLEAR SECURE INC A | $4.63万 | 0.03% | 957 | 206 | 27.4% | $9,973 | 加仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $4.75万 | 0.03% | 668 | 668 | — | $4.75万 | 新建仓 |
| LGND | LIGAND PHARMS INC NEW | $4.75万 | 0.03% | 238 | 10 | 4.4% | $1,996 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $4.77万 | 0.03% | 515 | -15 | -2.8% | -$1,390 | 减仓 |
| UGI | UGI CORP NEW | $4.95万 | 0.03% | 1,360 | 130 | 10.6% | $4,735 | 加仓 |
| ACN | ACCENTURE PLC IRELD CL A | $4.96万 | 0.03% | 250 | -443 | -63.9% | -$8.78万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.07万 | 0.03% | 256 | 80 | 45.5% | $1.58万 | 加仓 |
| GFI | GOLD FIELDS LTD ADR NEW | $5.12万 | 0.03% | 1,127 | -186 | -14.2% | -$8,444 | 减仓 |
| CMS | CMS ENERGY CORP | $5.12万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SERVICES CORP | $5.14万 | 0.03% | 359 | 10 | 2.9% | $1,430 | 加仓 |
| DIS | WALT DISNEY CO | $5.14万 | 0.03% | 533 | -701 | -56.8% | -$6.76万 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $5.15万 | 0.03% | 822 | 822 | — | $5.15万 | 新建仓 |
| IWD | iShares Russell 1000 Value ETF | $5.19万 | 0.03% | 243 | -42 | -14.7% | -$8,974 | 减仓 |
| BBY | BEST BUY CO., INC. | $5.20万 | 0.03% | 810 | 10 | 1.2% | $642 | 加仓 |
| IJR | ISHS CORE S&P SMCP ETF | $5.22万 | 0.03% | 420 | 69 | 19.7% | $8,577 | 加仓 |
| SRE | SEMPRA | $5.25万 | 0.03% | 540 | -1,895 | -77.8% | -$18.42万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $5.25万 | 0.03% | 183 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC | $5.30万 | 0.03% | 496 | 496 | — | $5.30万 | 新建仓 |
| BLK | BLACKROCK FDG INC | $5.39万 | 0.03% | 56 | 1 | 1.8% | $962 | 加仓 |
| SHEL | SHELL PLC SA | $5.40万 | 0.03% | 581 | 581 | — | $5.40万 | 新建仓 |
| GEV | GE Vernova Inc | $5.50万 | 0.03% | 63 | 32 | 103.2% | $2.79万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5.61万 | 0.04% | 286 | 286 | — | $5.61万 | 新建仓 |
| WTFC | WINTRUST FINANCIAL CORP | $5.63万 | 0.04% | 405 | 39 | 10.7% | $5,418 | 加仓 |
| SPG | SIMON PPTY GRP INC NEW | $5.63万 | 0.04% | 302 | 10 | 3.4% | $1,865 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $5.64万 | 0.04% | 709 | -397 | -35.9% | -$3.16万 | 减仓 |
| RWX | ST STR SPDR DOW JONE ETF | $5.65万 | 0.04% | 2,122 | -227 | -9.7% | -$6,042 | 减仓 |
| TAXX | BONDBLOXX IR M TAX AWR SHRT ETF | $5.77万 | 0.04% | 1,141 | 1,141 | — | $5.77万 | 新建仓 |
| WSO | WATSCO INC A | $5.82万 | 0.04% | 160 | -5 | -3.0% | -$1,819 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $5.85万 | 0.04% | 419 | 419 | — | $5.85万 | 新建仓 |
| RWR | ST STR SPDR DJ REIT ETF | $5.96万 | 0.04% | 590 | -294 | -33.3% | -$2.97万 | 减仓 |
| FISR | SPDR SSGA Fixed Inc Sect Rotation ETF | $5.97万 | 0.04% | 2,323 | 124 | 5.6% | $3,189 | 加仓 |
| MRSH | MARSH | $6.00万 | 0.04% | 346 | -60 | -14.8% | -$1.04万 | 减仓 |
| ORCL | ORACLE CORP | $6.05万 | 0.04% | 411 | -1,578 | -79.3% | -$23.21万 | 减仓 |
| CLS | CELESTICA INC | $6.06万 | 0.04% | 215 | -5 | -2.3% | -$1,408 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $6.10万 | 0.04% | 944 | 944 | — | $6.10万 | 新建仓 |
| EBAY | EBAY INC | $6.15万 | 0.04% | 676 | 676 | — | $6.15万 | 新建仓 |
| AFL | AFLAC INC | $6.20万 | 0.04% | 565 | 18 | 3.3% | $1,975 | 加仓 |
| — | Parnassus Core Equity Institutional | $6.24万 | 0.04% | 1,184 | 1 | 0.1% | $53 | 加仓 |
| MCK | MCKESSON CORP | $6.40万 | 0.04% | 74 | -42 | -36.2% | -$3.63万 | 减仓 |
| GE | GE Aerospace | $6.44万 | 0.04% | 227 | -237 | -51.1% | -$6.73万 | 减仓 |