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 |
|---|---|---|---|---|---|---|---|---|
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | $6.48万 | 0.04% | 701 | -4 | -0.6% | -$370 | 减仓 |
| ABNB | AIRBNB INC CL A | $6.76万 | 0.04% | 535 | -599 | -52.8% | -$7.56万 | 减仓 |
| FN | FABRINET | $6.94万 | 0.04% | 133 | -78 | -37.0% | -$4.07万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $6.96万 | 0.04% | 725 | 19 | 2.7% | $1,824 | 加仓 |
| RY | ROYAL BANK CDA MONTREAL | $6.99万 | 0.04% | 432 | -14 | -3.1% | -$2,265 | 减仓 |
| CHKP | CHECK POINT SFTWARE TECH | $7.07万 | 0.04% | 495 | 266 | 116.2% | $3.80万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $7.15万 | 0.04% | 355 | 9 | 2.6% | $1,814 | 加仓 |
| ZTS | ZOETIS, INC. | $7.21万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond ETF | $7.30万 | 0.05% | 688 | -439 | -39.0% | -$4.66万 | 减仓 |
| NGG | NATL GRID ADR NEW 2017 | $7.33万 | 0.05% | 866 | -29 | -3.2% | -$2,453 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $7.33万 | 0.05% | 172 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $7.34万 | 0.05% | 351 | -9 | -2.5% | -$1,881 | 减仓 |
| — | Nuveen Core Impact Bond R6 | $7.36万 | 0.05% | 8,152 | 42 | 0.5% | $379 | 加仓 |
| NOW | SERVICENOW INC | $7.37万 | 0.05% | 705 | 480 | 213.3% | $5.02万 | 加仓 |
| DVY | ISHS SEL DIV ETF | $7.48万 | 0.05% | 494 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FINL | $7.58万 | 0.05% | 3,838 | -204 | -5.0% | -$4,029 | 减仓 |
| SAN | BANCO SANTANDER S A ADR | $7.63万 | 0.05% | 6,761 | -221 | -3.2% | -$2,493 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $7.66万 | 0.05% | 319 | -103 | -24.4% | -$2.47万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ADR | $7.77万 | 0.05% | 3,587 | -2,079 | -36.7% | -$4.50万 | 减仓 |
| WELL | WELLTOWER INC | $7.93万 | 0.05% | 401 | 144 | 56.0% | $2.85万 | 加仓 |
| HSY | HERSHEY COMPANY | $7.94万 | 0.05% | 382 | 101 | 35.9% | $2.10万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC A | $7.95万 | 0.05% | 1,657 | -56 | -3.3% | -$2,686 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $7.97万 | 0.05% | 392 | -173 | -30.6% | -$3.52万 | 减仓 |
| BIIB | BIOGEN INC | $8.01万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| — | Columbia Total Return Muncpl Inc A | $8.06万 | 0.05% | 6,953 | 63 | 0.9% | $731 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $8.11万 | 0.05% | 1,379 | 1,379 | — | $8.11万 | 新建仓 |
| TM | TOYOTA MOTOR ADR REP 10 CORP | $8.41万 | 0.05% | 408 | 2 | 0.5% | $412 | 加仓 |
| MBB | ISHS MBS ETF | $8.60万 | 0.05% | 906 | -8 | -0.9% | -$760 | 减仓 |
| MDT | MEDTRONIC PLC | $8.75万 | 0.05% | 1,010 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $8.77万 | 0.05% | 970 | 80 | 9.0% | $7,231 | 加仓 |
| BA | BOEING COMPANY | $8.80万 | 0.06% | 442 | 125 | 39.4% | $2.49万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $8.81万 | 0.06% | 483 | 82 | 20.4% | $1.50万 | 加仓 |
| SO | SOUTHERN COMPANY | $8.85万 | 0.06% | 917 | -179 | -16.3% | -$1.73万 | 减仓 |
| G | GENPACT LTD | $8.87万 | 0.06% | 2,380 | 557 | 30.6% | $2.07万 | 加仓 |
| HAL | HALLIBURTON COMPANY | $9.08万 | 0.06% | 2,328 | 1,963 | 537.8% | $7.65万 | 加仓 |
| AEE | AMEREN CORP | $9.12万 | 0.06% | 830 | 32 | 4.0% | $3,517 | 加仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $9.56万 | 0.06% | 340 | 15 | 4.6% | $4,216 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $9.73万 | 0.06% | 1,080 | -30 | -2.7% | -$2,703 | 减仓 |
| XLSR | SPDR SSGA US Sector Rotation ETF | $9.86万 | 0.06% | 1,707 | -17 | -1.0% | -$982 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $9.90万 | 0.06% | 243 | 5 | 2.1% | $2,036 | 加仓 |
| AMGN | AMGEN INC | $9.93万 | 0.06% | 282 | 24 | 9.3% | $8,450 | 加仓 |
| TD | TORONTO DOMINION BK | $9.98万 | 0.06% | 1,070 | -34 | -3.1% | -$3,173 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $10.00万 | 0.06% | 2,175 | 110 | 5.3% | $5,057 | 加仓 |
| PZA | INV NATL AMT FRE MUN ETF | $10.42万 | 0.07% | 4,534 | -860 | -15.9% | -$1.98万 | 减仓 |
| — | T. Rowe Price Blue Chip Growth I | $10.47万 | 0.07% | 556 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corp. COM | $10.58万 | 0.07% | 379 | 193 | 103.8% | $5.39万 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS AS ETF | $10.69万 | 0.07% | 1,117 | 0 | 0.0% | — | 不变 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $10.74万 | 0.07% | 1,447 | -98 | -6.3% | -$7,275 | 减仓 |
| UNM | UNUM GROUP | $10.85万 | 0.07% | 1,485 | -10 | -0.7% | -$730 | 减仓 |
| EIX | EDISON INTL | $11.05万 | 0.07% | 1,510 | 180 | 13.5% | $1.32万 | 加仓 |
| — | QORVO INC | $11.07万 | 0.07% | 1,430 | -625 | -30.4% | -$4.84万 | 减仓 |
| XEL | XCEL ENERGY INC | $11.08万 | 0.07% | 1,395 | 35 | 2.6% | $2,780 | 加仓 |
| VO | VANGUARD MID CAP ETF | $11.17万 | 0.07% | 389 | -57 | -12.8% | -$1.64万 | 减仓 |
| TFI | ST STR NUV ICE MUNI ETF | $11.18万 | 0.07% | 2,466 | -6,933 | -73.8% | -$31.43万 | 减仓 |
| EBND | SPDR BLOOMBERG BARCLAYS EM LOCAL BD | $11.40万 | 0.07% | 5,523 | -885 | -13.8% | -$1.83万 | 减仓 |
| CRM | SALESFORCE INC | $11.61万 | 0.07% | 622 | -1,556 | -71.4% | -$29.05万 | 减仓 |
| SPTS | ST STR SPDR S/T TREA ETF | $11.61万 | 0.07% | 3,979 | 26 | 0.7% | $759 | 加仓 |
| BLV | Vanguard Long-Term Bond ETF | $11.71万 | 0.07% | 1,703 | 148 | 9.5% | $1.02万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV | $11.72万 | 0.07% | 1,689 | -4 | -0.2% | -$277 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $11.73万 | 0.07% | 2,530 | -30 | -1.2% | -$1,391 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $11.79万 | 0.07% | 611 | 21 | 3.6% | $4,051 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $11.92万 | 0.07% | 2,990 | 340 | 12.8% | $1.35万 | 加仓 |
| CMI | CUMMINS INC | $11.94万 | 0.07% | 222 | -11 | -4.7% | -$5,918 | 减仓 |
| VLO | VALERO ENERGY CORP | $11.98万 | 0.07% | 485 | -30 | -5.8% | -$7,412 | 减仓 |
| AZN | ASTRAZENECA PLC | $12.03万 | 0.08% | 610 | 610 | — | $12.03万 | 新建仓 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $12.11万 | 0.08% | 3,612 | -227 | -5.9% | -$7,614 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $12.35万 | 0.08% | 146 | -38 | -20.7% | -$3.21万 | 减仓 |
| JTEK | JPMORGAN U S TECH LEADERS ETF | $12.38万 | 0.08% | 1,557 | 172 | 12.4% | $1.37万 | 加仓 |
| BIL | ST STR BLMBRG 1-3M ETF | $12.56万 | 0.08% | 1,371 | -2,344 | -63.1% | -$21.48万 | 重新持有 |
| ADBE | ADOBE INC | $12.69万 | 0.08% | 522 | -49 | -8.6% | -$1.19万 | 减仓 |
| SPTM | ST STR SPDR 1500 COM ETF | $12.74万 | 0.08% | 1,612 | 786 | 95.2% | $6.21万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $12.88万 | 0.08% | 1,335 | 35 | 2.7% | $3,376 | 加仓 |
| WM | WASTE MANAGEMENT, INC. | $12.92万 | 0.08% | 562 | 90 | 19.1% | $2.07万 | 加仓 |
| SJNK | ST STR BLMBRG S/T ETF | $12.93万 | 0.08% | 5,178 | 505 | 10.8% | $1.26万 | 加仓 |
| UPS | UPS INC B | $13.38万 | 0.08% | 1,360 | 75 | 5.8% | $7,380 | 加仓 |
| AXP | AMERN EXPRESS CO | $13.40万 | 0.08% | 443 | 64 | 16.9% | $1.94万 | 加仓 |
| OMF | ONEMAIN HOLDINGS, INC. | $13.43万 | 0.08% | 2,510 | -80 | -3.1% | -$4,279 | 减仓 |
| NKE | NIKE INC B | $13.52万 | 0.08% | 2,559 | 855 | 50.2% | $4.52万 | 加仓 |
| GIS | GENERAL MILLS INC | $13.64万 | 0.09% | 3,665 | 130 | 3.7% | $4,839 | 加仓 |
| PEG | PUBLIC SERVICE ENTER GROUP, INC. | $14.05万 | 0.09% | 1,735 | -75 | -4.1% | -$6,071 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $14.22万 | 0.09% | 416 | 280 | 205.9% | $9.57万 | 加仓 |
| TIPX | ST SRT SPDR BMBG 1 10 YR TP ETF | $14.28万 | 0.09% | 7,442 | -621 | -7.7% | -$1.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A INC | $14.48万 | 0.09% | 990 | 990 | — | $14.48万 | 新建仓 |
| EWC | iShares MSCI Canada ETF | $14.65万 | 0.09% | 2,673 | 28 | 1.1% | $1,534 | 加仓 |
| MS | MORGAN STANLEY | $14.71万 | 0.09% | 894 | -93 | -9.4% | -$1.53万 | 减仓 |
| IWS | ISHARES RUSSELL MID CAP VALUE ETF | $14.84万 | 0.09% | 1,018 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $14.91万 | 0.09% | 2,109 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $15.24万 | 0.10% | 804 | 80 | 11.0% | $1.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $15.49万 | 0.10% | 487 | 6 | 1.2% | $1,909 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $15.56万 | 0.10% | 1,817 | 71 | 4.1% | $6,080 | 加仓 |
| CSX | CSX CORP | $15.98万 | 0.10% | 3,893 | -102 | -2.6% | -$4,187 | 减仓 |
| EXC | EXELON CORPORATION | $15.98万 | 0.10% | 3,260 | 100 | 3.2% | $4,902 | 加仓 |
| — | Value Line Select Growth Fund | $16.26万 | 0.10% | 5,635 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICON MFG CO | $17.00万 | 0.11% | 503 | 48 | 10.5% | $1.62万 | 加仓 |
| USIG | ISHS USD INVT GRD BD ETF | $17.31万 | 0.11% | 3,378 | 145 | 4.5% | $7,428 | 加仓 |
| IGLB | ISHS 10 INV GR CORP ETF | $17.37万 | 0.11% | 3,502 | -152 | -4.2% | -$7,541 | 减仓 |
| BIV | Vanguard Interm-Term Bond ETF | $17.94万 | 0.11% | 2,325 | 129 | 5.9% | $9,956 | 加仓 |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | $18.21万 | 0.11% | 1,932 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINL CORP NEW | $18.31万 | 0.11% | 7,010 | -100 | -1.4% | -$2,612 | 减仓 |
| GOVT | ISHARES US TREASURY BOND | $18.44万 | 0.12% | 8,049 | 241 | 3.1% | $5,521 | 加仓 |