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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS, INC. | $18.56万 | 0.12% | 1,404 | -88 | -5.9% | -$1.16万 | 减仓 |
| DTE | DTE ENERGY CO | $18.57万 | 0.12% | 1,270 | -45 | -3.4% | -$6,580 | 减仓 |
| ES | EVERSOURCE ENERGY | $18.58万 | 0.12% | 2,682 | 20 | 0.8% | $1,386 | 加仓 |
| INTC | INTEL CORP | $18.58万 | 0.12% | 4,211 | 110 | 2.7% | $4,854 | 加仓 |
| XPO | XPO INC | $18.77万 | 0.12% | 965 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $18.79万 | 0.12% | 7,063 | -1,135 | -13.8% | -$3.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $18.92万 | 0.12% | 313 | -5 | -1.6% | -$3,022 | 减仓 |
| SYK | STRYKER CORP | $19.13万 | 0.12% | 582 | 95 | 19.5% | $3.12万 | 加仓 |
| IRM | IRON MOUNTAIN INC | $19.24万 | 0.12% | 1,884 | 654 | 53.2% | $6.68万 | 加仓 |
| WEC | WEC ENERGY GRP, INC. | $19.40万 | 0.12% | 1,676 | -50 | -2.9% | -$5,788 | 减仓 |
| GILD | GILEAD SCIENCES INC | $19.57万 | 0.12% | 1,404 | -16 | -1.1% | -$2,230 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $19.91万 | 0.12% | 4,286 | 46 | 1.1% | $2,137 | 加仓 |
| FE | FIRSTENERGY CORP | $20.03万 | 0.13% | 3,953 | -45 | -1.1% | -$2,280 | 减仓 |
| FTSL | FT SENIOR LOAN FD ETF | $20.08万 | 0.13% | 4,483 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $20.51万 | 0.13% | 2,724 | -41 | -1.5% | -$3,088 | 减仓 |
| NI | NISOURCE INC | $20.57万 | 0.13% | 4,409 | -195 | -4.2% | -$9,099 | 减仓 |
| NVT | NVENT ELECTRIC PLC | $20.62万 | 0.13% | 1,743 | -151 | -8.0% | -$1.79万 | 减仓 |
| — | Navigator Tactical Fixed Income I | $20.78万 | 0.13% | 21,781 | 118 | 0.5% | $1,126 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.84万 | 0.13% | 617 | 513 | 493.3% | $17.33万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $21.19万 | 0.13% | 2,295 | -35 | -1.5% | -$3,231 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.61万 | 0.14% | 884 | -30 | -3.3% | -$7,333 | 减仓 |
| LQD | iShares iBoxx $ Invmt Grade Corp Bd ETF | $21.72万 | 0.14% | 1,992 | -371 | -15.7% | -$4.05万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $22.27万 | 0.14% | 1,415 | -60 | -4.1% | -$9,441 | 减仓 |
| D | DOMINION ENERGY INC | $22.50万 | 0.14% | 3,640 | 35 | 1.0% | $2,164 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $22.61万 | 0.14% | 1,527 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $23.41万 | 0.15% | 1,907 | 437 | 29.7% | $5.37万 | 加仓 |
| F | FORD MOTOR CO | $23.55万 | 0.15% | 20,405 | 805 | 4.1% | $9,290 | 加仓 |
| SLB | SLB LTD | $23.68万 | 0.15% | 4,609 | 500 | 12.2% | $2.57万 | 加仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $24.22万 | 0.15% | 4,038 | -145 | -3.5% | -$8,696 | 减仓 |
| STX | SEAGATE TECH HLDGS PLC | $24.29万 | 0.15% | 620 | -15 | -2.4% | -$5,876 | 减仓 |
| GLDM | SPDR GOLD MINISHARES | $24.51万 | 0.15% | 2,645 | -150 | -5.4% | -$1.39万 | 减仓 |
| VMBS | VANGUARD MORTGAGE BACKED SEC IDX ETF | $24.92万 | 0.16% | 5,308 | 144 | 2.8% | $6,761 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $25.52万 | 0.16% | 3,255 | 301 | 10.2% | $2.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.55万 | 0.16% | 944 | 52 | 5.8% | $1.41万 | 加仓 |
| PEP | PEPSICO INC | $25.58万 | 0.16% | 1,647 | -75 | -4.4% | -$1.16万 | 减仓 |
| USB | U S BANCORP DE NEW | $25.62万 | 0.16% | 4,926 | 15 | 0.3% | $780 | 加仓 |
| EMHC | ST STRET SPDR BLMBG EMG MRKT USD ETF | $26.02万 | 0.16% | 10,493 | -1,465 | -12.3% | -$3.63万 | 减仓 |
| — | EXXON MOBIL CORP | $26.37万 | 0.16% | 1,554 | 32 | 2.1% | $5,429 | 加仓 |
| SPLB | SPDR Portfolio Long Term Corp Bd ETF | $26.48万 | 0.17% | 11,915 | 7,858 | 193.7% | $17.46万 | 加仓 |
| MRK | MERCK & COMPANY INC | $27.07万 | 0.17% | 2,251 | 896 | 66.1% | $10.77万 | 加仓 |
| VOT | VNGRD MDCP GRW ETF | $27.23万 | 0.17% | 1,058 | -28 | -2.6% | -$7,206 | 减仓 |
| ASML | ASML HOLDING NV | $27.47万 | 0.17% | 208 | 4 | 2.0% | $5,283 | 加仓 |
| AEP | AMER ELEC PWR CO INC | $28.14万 | 0.18% | 2,147 | -47 | -2.1% | -$6,161 | 减仓 |
| HYD | VANECK HI YLD MUN ETF | $28.97万 | 0.18% | 5,777 | -172 | -2.9% | -$8,624 | 减仓 |
| HCA | HCA HEALTHCARE INC | $29.34万 | 0.18% | 620 | -45 | -6.8% | -$2.13万 | 减仓 |
| CAT | CATERPILLAR INC | $30.97万 | 0.19% | 437 | 136 | 45.2% | $9.64万 | 加仓 |
| SPTI | SPDR Portfolio Intmdt Term Trs ETF | $31.58万 | 0.20% | 11,020 | -259 | -2.3% | -$7,423 | 减仓 |
| XEMD | BNDBLOXX JPM USD EMR MK 1 10 YR ETF | $31.61万 | 0.20% | 7,193 | -252 | -3.4% | -$1.11万 | 减仓 |
| VXF | Vanguard Extended Market ETF | $31.88万 | 0.20% | 1,549 | -63 | -3.9% | -$1.30万 | 减仓 |
| ABBV | ABBVIE INC | $32.28万 | 0.20% | 1,484 | -195 | -11.6% | -$4.24万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS, INC. | $33.03万 | 0.21% | 6,580 | -1,195 | -15.4% | -$6.00万 | 减仓 |
| USHY | ISHS BRD USD H/Y CRP ETF | $33.63万 | 0.21% | 9,128 | -461 | -4.8% | -$1.70万 | 减仓 |
| PFE | PFIZER INC | $34.91万 | 0.22% | 12,434 | 1,105 | 9.8% | $3.10万 | 加仓 |
| VOE | VNGRD MDCP VAL ETF | $36.36万 | 0.23% | 1,973 | -70 | -3.4% | -$1.29万 | 减仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $36.52万 | 0.23% | 7,213 | -185 | -2.5% | -$9,367 | 减仓 |
| TOTL | ST STR DOUBLE T/RET ETF | $36.60万 | 0.23% | 9,213 | 1,911 | 26.2% | $7.59万 | 加仓 |
| MO | ALTRIA GROUP INC | $36.74万 | 0.23% | 5,568 | 212 | 4.0% | $1.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $37.88万 | 0.24% | 2,623 | 333 | 14.5% | $4.81万 | 加仓 |
| C | CITIGROUP INC NEW | $37.89万 | 0.24% | 3,341 | 46 | 1.4% | $5,216 | 加仓 |
| DUK | DUKE ENERGY CORP | $38.00万 | 0.24% | 2,902 | -14 | -0.5% | -$1,833 | 减仓 |
| BAC | BANK AMERICA CORP | $38.03万 | 0.24% | 7,801 | -14 | -0.2% | -$683 | 减仓 |
| KO | COCA COLA COMPANY | $38.39万 | 0.24% | 5,049 | 31 | 0.6% | $2,357 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF | $38.41万 | 0.24% | 5,885 | -356 | -5.7% | -$2.32万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $38.53万 | 0.24% | 4,966 | 854 | 20.8% | $6.63万 | 加仓 |
| PWR | QUANTA SERVICES INC | $38.76万 | 0.24% | 706 | 0 | 0.0% | — | 不变 |
| ULST | SPDR SSgA Ultra Short Term Bond ETF | $38.97万 | 0.24% | 9,622 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMS INC | $39.16万 | 0.25% | 877 | -75 | -7.9% | -$3.35万 | 减仓 |
| ETR | ENTERGY CORP NEW | $39.24万 | 0.25% | 3,493 | -80 | -2.2% | -$8,988 | 减仓 |
| V | VISA INC CL A | $39.26万 | 0.25% | 1,299 | -169 | -11.5% | -$5.11万 | 减仓 |
| T | AT&T INC | $39.37万 | 0.25% | 13,580 | 981 | 7.8% | $2.84万 | 加仓 |
| VNQI | VNGRD US R/EST IDX ETF | $39.61万 | 0.25% | 8,912 | -26 | -0.3% | -$1,156 | 减仓 |
| NFLX | NETFLIX INC | $39.94万 | 0.25% | 4,154 | 93 | 2.3% | $8,942 | 加仓 |
| — | Vanguard Wellesley Income Admiral | $40.04万 | 0.25% | 6,538 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHS CORP | $40.56万 | 0.25% | 1,673 | 244 | 17.1% | $5.92万 | 加仓 |
| XLK | TECH SEL SECT SPDR ETF | $41.05万 | 0.26% | 3,089 | -2,964 | -49.0% | -$39.39万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $41.15万 | 0.26% | 2,489 | 100 | 4.2% | $1.65万 | 加仓 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | $41.31万 | 0.26% | 4,522 | -326 | -6.7% | -$2.98万 | 减仓 |
| XLI | INDL SEL SECTOR SPDR ETF | $42.15万 | 0.26% | 2,606 | 2,606 | — | $42.15万 | 新建仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $42.35万 | 0.26% | 4,568 | -402 | -8.1% | -$3.73万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $43.69万 | 0.27% | 488 | -23 | -4.5% | -$2.06万 | 减仓 |
| BBIN | JPM BETABLDR INTL EQ ETF | $45.47万 | 0.28% | 6,219 | -422 | -6.4% | -$3.09万 | 减仓 |
| VXUS | Vanguard Total International Stock ETF | $45.69万 | 0.29% | 5,925 | -702 | -10.6% | -$5.41万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $46.31万 | 0.29% | 709 | 32 | 4.7% | $2.09万 | 加仓 |
| KLAC | KLA CORP | $46.38万 | 0.29% | 315 | 11 | 3.6% | $1.62万 | 加仓 |
| WMB | WILLIAMS COS INC DEL | $48.62万 | 0.30% | 6,681 | -95 | -1.4% | -$6,914 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $48.64万 | 0.30% | 3,035 | 262 | 9.4% | $4.20万 | 加仓 |
| CB | CHUBB LTD | $49.05万 | 0.31% | 1,505 | 285 | 23.4% | $9.29万 | 加仓 |
| BBCA | JPM BETABLDR CDA ETF | $49.08万 | 0.31% | 5,218 | -144 | -2.7% | -$1.35万 | 减仓 |
| GLD | SPDR GOLD TRUST GOLD ETF | $50.90万 | 0.32% | 1,183 | -85 | -6.7% | -$3.66万 | 减仓 |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | $51.32万 | 0.32% | 3,520 | -139 | -3.8% | -$2.03万 | 减仓 |
| AWK | AMER WATER WORKS COMPANY | $52.12万 | 0.33% | 3,830 | -450 | -10.5% | -$6.12万 | 减仓 |
| IEFA | ISHS CORE MSCI EAFE ETF | $52.18万 | 0.33% | 5,764 | -121 | -2.1% | -$1.10万 | 减仓 |
| CME | CME GROUP INC CL A | $53.13万 | 0.33% | 1,799 | -32 | -1.7% | -$9,451 | 减仓 |
| — | FRANKLIN FTSE CHINA ETF | $53.14万 | 0.33% | 23,735 | 3,014 | 14.5% | $6.75万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $53.50万 | 0.33% | 2,932 | 120 | 4.3% | $2.19万 | 加仓 |
| EQIX | EQUINIX, INC. | $55.10万 | 0.34% | 562 | 10 | 1.8% | $9,804 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.72万 | 0.35% | 5,999 | -2,506 | -29.5% | -$23.27万 | 减仓 |
| HYS | PIMCO 0-5Y H/Y CORP ETF | $56.81万 | 0.36% | 6,092 | -183 | -2.9% | -$1.71万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $57.36万 | 0.36% | 1,197 | 38 | 3.3% | $1.82万 | 加仓 |
| CVX | CHEVRON CORP | $57.61万 | 0.36% | 2,785 | 341 | 14.0% | $7.05万 | 加仓 |