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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET | $8.37万 | 0.05% | 149 | 16 | 12.0% | $8,993 | 加仓 |
| EBAY | EBAY INC | $8.39万 | 0.05% | 751 | 75 | 11.1% | $8,382 | 加仓 |
| PZA | INV NATL AMT FRE MUN ETF | $8.46万 | 0.05% | 3,599 | -935 | -20.6% | -$2.20万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8.54万 | 0.05% | 688 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $8.55万 | 0.05% | 336 | 122 | 57.0% | $3.11万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8.58万 | 0.05% | 220 | -400 | -64.5% | -$15.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $8.69万 | 0.05% | 388 | -4 | -1.0% | -$896 | 减仓 |
| MBB | ISHS MBS ETF | $8.70万 | 0.05% | 920 | 14 | 1.5% | $1,323 | 加仓 |
| HAL | HALLIBURTON COMPANY | $8.70万 | 0.05% | 2,564 | 236 | 10.1% | $8,012 | 加仓 |
| CLS | CELESTICA INC | $8.76万 | 0.05% | 240 | 25 | 11.6% | $9,120 | 加仓 |
| BA | BOEING COMPANY | $9.05万 | 0.05% | 418 | -24 | -5.4% | -$5,195 | 减仓 |
| CBOE | CBOE GLBL MKTS INC | $9.42万 | 0.05% | 388 | 48 | 14.1% | $1.16万 | 加仓 |
| BIIB | BIOGEN INC | $9.44万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $9.44万 | 0.05% | 416 | 15 | 3.7% | $3,405 | 加仓 |
| BCS | BARCLAYS PLC ADR | $9.46万 | 0.05% | 3,523 | 1,402 | 66.1% | $3.77万 | 加仓 |
| AMGN | AMGEN INC | $9.49万 | 0.05% | 262 | -20 | -7.1% | -$7,242 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $9.68万 | 0.05% | 1,539 | 160 | 11.6% | $1.01万 | 加仓 |
| RY | ROYAL BANK CDA MONTREAL | $9.91万 | 0.06% | 479 | 47 | 10.9% | $9,728 | 加仓 |
| TFI | SPDR Nuveen ICE Municipal Bond ETF | $9.96万 | 0.06% | 2,174 | -292 | -11.8% | -$1.34万 | 减仓 |
| CRM | SALESFORCE INC | $9.98万 | 0.06% | 637 | 15 | 2.4% | $2,350 | 加仓 |
| SMFG | SUMITOMO MITSUI FINL | $10.01万 | 0.06% | 4,246 | 408 | 10.6% | $9,621 | 加仓 |
| RPRX | ROYALTY PHARMA PLC A | $10.31万 | 0.06% | 1,838 | 181 | 10.9% | $1.01万 | 加仓 |
| SO | SOUTHERN COMPANY | $10.36万 | 0.06% | 1,082 | 165 | 18.0% | $1.58万 | 加仓 |
| SAN | BANCO SANTANDER S A ADR | $10.37万 | 0.06% | 7,512 | 751 | 11.1% | $1.04万 | 加仓 |
| VRTX | VERTEX PHARMS INC | $10.43万 | 0.06% | 210 | -667 | -76.1% | -$33.13万 | 减仓 |
| AEE | AMEREN CORP | $10.46万 | 0.06% | 925 | 95 | 11.4% | $1.07万 | 加仓 |
| XEL | XCEL ENERGY INC | $10.80万 | 0.06% | 1,345 | -50 | -3.6% | -$4,015 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $10.99万 | 0.06% | 2,205 | 30 | 1.4% | $1,495 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $11.06万 | 0.06% | 636 | 217 | 51.8% | $3.77万 | 加仓 |
| BLV | Vanguard Long-Term Bond ETF | $11.07万 | 0.06% | 1,606 | -97 | -5.7% | -$6,686 | 减仓 |
| XLSR | SPDR SSGA US Sector Rotation ETF | $11.07万 | 0.06% | 1,707 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $11.19万 | 0.06% | 558 | -2,374 | -81.0% | -$47.63万 | 减仓 |
| EIX | EDISON INTL | $11.24万 | 0.06% | 1,510 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK | $11.26万 | 0.06% | 927 | -143 | -13.4% | -$1.74万 | 减仓 |
| SLB | SLB LTD | $11.38万 | 0.06% | 2,448 | -2,161 | -46.9% | -$10.05万 | 减仓 |
| UNP | UNION PACIFIC CORP | $11.53万 | 0.07% | 424 | 265 | 166.7% | $7.21万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $11.61万 | 0.07% | 413 | 248 | 150.3% | $6.97万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $11.64万 | 0.07% | 1,080 | 0 | 0.0% | — | 不变 |
| EBND | SPDR Blmbg Em Mkts Lcl Bd ETF | $11.65万 | 0.07% | 5,570 | 47 | 0.9% | $983 | 加仓 |
| SPTS | ST STR SPDR S/T TREA ETF | $11.77万 | 0.07% | 4,058 | 79 | 2.0% | $2,292 | 加仓 |
| OMC | OMNICOM GROUP INC | $11.80万 | 0.07% | 1,620 | -1,104 | -40.5% | -$8.04万 | 减仓 |
| — | T. Rowe Price Blue Chip Growth I | $11.86万 | 0.07% | 556 | 0 | 0.0% | — | 不变 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $11.96万 | 0.07% | 1,372 | -75 | -5.2% | -$6,538 | 减仓 |
| EPP | ISHS PAC EX JPN ETF | $12.00万 | 0.07% | 2,253 | 1,974 | 707.5% | $10.51万 | 加仓 |
| VO | VANGUARD MID CAP ETF | $12.22万 | 0.07% | 1,517 | -39 | -2.5% | -$3,142 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A INC | $12.30万 | 0.07% | 1,054 | 64 | 6.5% | $7,467 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $12.31万 | 0.07% | 2,610 | 80 | 3.2% | $3,773 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $12.49万 | 0.07% | 536 | 53 | 11.0% | $1.24万 | 加仓 |
| VLO | VALERO ENERGY CORP | $12.63万 | 0.07% | 485 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $12.67万 | 0.07% | 3,640 | -25 | -0.7% | -$870 | 减仓 |
| AZN | ASTRAZENECA PLC | $12.84万 | 0.07% | 677 | 67 | 11.0% | $1.27万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $12.94万 | 0.07% | 682 | 71 | 11.6% | $1.35万 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS AS ETF | $13.06万 | 0.07% | 1,117 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $13.14万 | 0.07% | 2,840 | -150 | -5.0% | -$6,939 | 减仓 |
| UNM | UNUM GROUP | $13.45万 | 0.08% | 1,505 | 20 | 1.3% | $1,788 | 加仓 |
| AXP | AMERN EXPRESS CO | $13.53万 | 0.08% | 400 | -43 | -9.7% | -$1.45万 | 减仓 |
| SJNK | ST STR BLMBRG S/T ETF | $13.55万 | 0.08% | 5,413 | 235 | 4.5% | $5,882 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV | $13.92万 | 0.08% | 1,689 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR Blmbg 1-10 Year TIPS ETF | $14.18万 | 0.08% | 7,491 | 49 | 0.7% | $928 | 加仓 |
| JTEK | JPMORGAN U S TECH LEADERS ETF | $14.33万 | 0.08% | 1,285 | -272 | -17.5% | -$3.03万 | 减仓 |
| UPS | UPS INC B | $14.51万 | 0.08% | 1,350 | -10 | -0.7% | -$1,075 | 减仓 |
| PEG | PUBLIC SERVICE ENTER GROUP, INC. | $14.65万 | 0.08% | 1,805 | 70 | 4.0% | $5,681 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $14.65万 | 0.08% | 1,335 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $14.67万 | 0.08% | 145 | -1 | -0.7% | -$1,011 | 减仓 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $14.99万 | 0.08% | 4,479 | 867 | 24.0% | $2.90万 | 加仓 |
| OMF | ONEMAIN HOLDINGS, INC. | $15.18万 | 0.09% | 2,490 | -20 | -0.8% | -$1,219 | 减仓 |
| EXC | EXELON CORPORATION | $15.20万 | 0.09% | 3,260 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $15.44万 | 0.09% | 184 | -59 | -24.3% | -$4.95万 | 减仓 |
| EWY | ISHS MSCI S KOREA ETF | $15.79万 | 0.09% | 782 | 782 | — | $15.79万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $15.95万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| — | Value Line Select Core Inv | $16.41万 | 0.09% | 5,635 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $16.51万 | 0.09% | 1,795 | -22 | -1.2% | -$2,023 | 减仓 |
| ETR | ENTERGY CORP NEW | $16.75万 | 0.09% | 1,458 | -2,035 | -58.3% | -$23.37万 | 减仓 |
| IWS | ISHARES RUSSELL MID CAP VALUE ETF | $16.76万 | 0.10% | 1,018 | 0 | 0.0% | — | 不变 |
| BIV | Vanguard Interm-Term Bond ETF | $17.13万 | 0.10% | 2,233 | -92 | -4.0% | -$7,056 | 减仓 |
| IGLB | ISHS 10 INV GR CORP ETF | $17.40万 | 0.10% | 3,479 | -23 | -0.7% | -$1,151 | 减仓 |
| CMI | CUMMINS INC | $17.55万 | 0.10% | 246 | 24 | 10.8% | $1.71万 | 加仓 |
| MET | METLIFE INC | $17.84万 | 0.10% | 2,109 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $18.12万 | 0.10% | 867 | -27 | -3.0% | -$5,644 | 减仓 |
| CSX | CSX CORP | $18.14万 | 0.10% | 3,817 | -76 | -2.0% | -$3,612 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $18.68万 | 0.11% | 545 | 226 | 70.8% | $7.75万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $18.83万 | 0.11% | 7,104 | 41 | 0.6% | $1,087 | 加仓 |
| FE | FIRSTENERGY CORP | $18.89万 | 0.11% | 3,973 | 20 | 0.5% | $951 | 加仓 |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | $18.97万 | 0.11% | 1,932 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GRP, INC. | $19.10万 | 0.11% | 1,636 | -40 | -2.4% | -$4,671 | 减仓 |
| DTE | DTE ENERGY CO | $19.35万 | 0.11% | 1,270 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HI YLD MUN ETF | $19.36万 | 0.11% | 3,758 | -2,019 | -34.9% | -$10.40万 | 减仓 |
| ES | EVERSOURCE ENERGY | $19.38万 | 0.11% | 2,682 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC | $19.88万 | 0.11% | 275 | -141 | -33.9% | -$10.19万 | 减仓 |
| FTSL | FT SENIOR LOAN FD ETF | $20.06万 | 0.11% | 4,483 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $20.31万 | 0.12% | 3,525 | 2,975 | 540.9% | $17.14万 | 加仓 |
| NI | NISOURCE INC | $20.54万 | 0.12% | 4,319 | -90 | -2.0% | -$4,280 | 减仓 |
| RF | REGIONS FINL CORP NEW | $20.66万 | 0.12% | 6,840 | -170 | -2.4% | -$5,134 | 减仓 |
| GLDM | SPDR GOLD MINISHARES | $20.79万 | 0.12% | 2,619 | -26 | -1.0% | -$2,064 | 减仓 |
| RWR | SPDR Dow Jones REIT ETF | $20.94万 | 0.12% | 1,853 | 1,263 | 214.1% | $14.27万 | 加仓 |
| PEP | PEPSICO INC | $20.97万 | 0.12% | 1,549 | -98 | -6.0% | -$1.33万 | 减仓 |
| PLD | PROLOGIS, INC. | $21.17万 | 0.12% | 1,563 | 159 | 11.3% | $2.15万 | 加仓 |
| — | Navigator Tactical Fixed Income I | $21.29万 | 0.12% | 21,951 | 170 | 0.8% | $1,649 | 加仓 |
| LQD | ISHS INVSTMNT BD ETF | $21.64万 | 0.12% | 1,983 | -9 | -0.5% | -$982 | 减仓 |
| WM | WASTE MANAGEMENT, INC. | $21.95万 | 0.12% | 985 | 423 | 75.3% | $9.43万 | 加仓 |