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 |
|---|---|---|---|---|---|---|---|---|
| EWU | ISHARES MSCI UNITED KINGDOME ETF | $22.01万 | 0.12% | 4,770 | 4,387 | 1,145.4% | $20.24万 | 加仓 |
| SPTM | ST STR SPDR 1500 COM ETF | $22.19万 | 0.13% | 2,444 | 832 | 51.6% | $7.55万 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF | $22.23万 | 0.13% | 3,122 | -2,763 | -46.9% | -$19.68万 | 减仓 |
| TOTL | ST STR DOUBLE T/RET ETF | $23.20万 | 0.13% | 5,878 | -3,335 | -36.2% | -$13.16万 | 减仓 |
| — | EXXON MOBIL CORP | $23.56万 | 0.13% | 1,723 | 169 | 10.9% | $2.31万 | 加仓 |
| AWK | AMER WATER WORKS COMPANY | $23.72万 | 0.13% | 1,803 | -2,027 | -52.9% | -$26.67万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $23.93万 | 0.14% | 3,072 | -183 | -5.6% | -$1.43万 | 减仓 |
| IRM | IRON MOUNTAIN INC | $24.01万 | 0.14% | 1,901 | 17 | 0.9% | $2,147 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $24.13万 | 0.14% | 1,527 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $24.43万 | 0.14% | 1,934 | 530 | 37.7% | $6.70万 | 加仓 |
| D | DOMINION ENERGY INC | $24.86万 | 0.14% | 3,640 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS, INC. | $25.05万 | 0.14% | 5,917 | -663 | -10.1% | -$2.81万 | 减仓 |
| SPLB | SPDR Portfolio Long Term Corp Bd ETF | $25.35万 | 0.14% | 11,318 | -597 | -5.0% | -$1.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.47万 | 0.14% | 1,003 | 119 | 13.5% | $3.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.57万 | 0.15% | 502 | -407 | -44.8% | -$20.73万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $26.20万 | 0.15% | 1,415 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL GROUP INC | $26.75万 | 0.15% | 3,818 | -220 | -5.4% | -$1.54万 | 减仓 |
| USIG | ISHS USD INVT GRD BD ETF | $26.86万 | 0.15% | 5,237 | 1,859 | 55.0% | $9.53万 | 加仓 |
| TSM | TAIWAN SEMICON MFG CO | $26.93万 | 0.15% | 564 | 61 | 12.1% | $2.91万 | 加仓 |
| EMHC | SPDR Bloomberg EM USD Bd ETF | $27.18万 | 0.15% | 10,684 | 191 | 1.8% | $4,859 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $27.34万 | 0.16% | 4,850 | 564 | 13.2% | $3.18万 | 加仓 |
| F | FORD MOTOR CO | $27.36万 | 0.16% | 19,685 | -720 | -3.5% | -$1.00万 | 减仓 |
| NFLX | NETFLIX INC | $27.80万 | 0.16% | 3,894 | -260 | -6.3% | -$1.86万 | 减仓 |
| GOVT | ISHARES US TREASURY BOND | $28.03万 | 0.16% | 12,306 | 4,257 | 52.9% | $9.70万 | 加仓 |
| EWC | ISHS MSCI CANADA ETF | $28.12万 | 0.16% | 4,879 | 2,206 | 82.5% | $12.72万 | 加仓 |
| AEP | AMER ELEC PWR CO INC | $28.43万 | 0.16% | 2,078 | -69 | -3.2% | -$9,440 | 减仓 |
| ADI | ANALOG DEVICES INC | $28.48万 | 0.16% | 717 | 230 | 47.2% | $9.13万 | 加仓 |
| T | AT&T INC | $28.99万 | 0.16% | 14,006 | 426 | 3.1% | $8,818 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.01万 | 0.16% | 698 | -246 | -26.1% | -$10.22万 | 减仓 |
| USB | U S BANCORP DE NEW | $29.15万 | 0.17% | 4,826 | -100 | -2.0% | -$6,040 | 减仓 |
| ABBV | ABBVIE INC | $29.67万 | 0.17% | 1,179 | -305 | -20.6% | -$7.68万 | 减仓 |
| NVT | NVENT ELECTRIC PLC | $29.89万 | 0.17% | 1,762 | 19 | 1.1% | $3,223 | 加仓 |
| WMB | WILLIAMS COS INC DEL | $30.68万 | 0.17% | 4,127 | -2,554 | -38.2% | -$18.99万 | 减仓 |
| SPTI | SPDR Portfolio Intmdt Term Trs ETF | $30.84万 | 0.17% | 10,863 | -157 | -1.4% | -$4,457 | 减仓 |
| VMBS | Vanguard Mortgage-Backed Secs ETF | $30.95万 | 0.18% | 6,611 | 1,303 | 24.5% | $6.10万 | 加仓 |
| ISRG | INTUITIVE SURGICAL NEW | $31.18万 | 0.18% | 784 | -901 | -53.5% | -$35.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $31.46万 | 0.18% | 1,852 | -55 | -2.9% | -$9,343 | 减仓 |
| GEV | GE Vernova Inc | $31.49万 | 0.18% | 268 | 205 | 325.4% | $24.08万 | 加仓 |
| BAC | BANK AMERICA CORP | $31.50万 | 0.18% | 5,528 | -2,273 | -29.1% | -$12.95万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.83万 | 0.18% | 648 | -1,195 | -64.8% | -$58.69万 | 减仓 |
| XEMD | BNDBLOXX JPM USD EMR MK 1 10 YR ETF | $32.19万 | 0.18% | 7,166 | -27 | -0.4% | -$1,213 | 减仓 |
| MRK | MERCK & COMPANY INC | $32.50万 | 0.18% | 2,529 | 278 | 12.4% | $3.57万 | 加仓 |
| EWJ | ISHS MSCI JAPAN ETF | $32.60万 | 0.18% | 3,495 | 3,135 | 870.8% | $29.24万 | 加仓 |
| VXF | VNGRD EXTND MARKET ETF | $33.29万 | 0.19% | 1,352 | -197 | -12.7% | -$4.85万 | 减仓 |
| USHY | ISHS BRD USD H/Y CRP ETF | $33.49万 | 0.19% | 9,046 | -82 | -0.9% | -$3,035 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $35.07万 | 0.20% | 5,046 | 4,224 | 513.9% | $29.36万 | 加仓 |
| DUK | DUKE ENERGY CORP | $36.00万 | 0.20% | 2,844 | -58 | -2.0% | -$7,342 | 减仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $36.35万 | 0.21% | 7,180 | -33 | -0.5% | -$1,671 | 减仓 |
| CVX | CHEVRON CORP | $36.52万 | 0.21% | 2,203 | -582 | -20.9% | -$9.65万 | 减仓 |
| SYK | STRYKER CORP | $36.87万 | 0.21% | 1,171 | 589 | 101.2% | $18.54万 | 加仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $38.38万 | 0.22% | 4,376 | -146 | -3.2% | -$1.28万 | 减仓 |
| CME | CME GROUP INC CL A | $38.62万 | 0.22% | 1,749 | -50 | -2.8% | -$1.10万 | 减仓 |
| ULST | SPDR SSgA Ultra Short Term Bond ETF | $38.90万 | 0.22% | 9,622 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $39.20万 | 0.22% | 9,185 | 8,889 | 3,003.0% | $37.94万 | 加仓 |
| VNQI | VNGRD US R/EST IDX ETF | $39.30万 | 0.22% | 8,764 | -148 | -1.7% | -$6,637 | 减仓 |
| SPAB | ST STR AGGREGATE BD ETF | $39.89万 | 0.23% | 15,629 | -11,299 | -42.0% | -$28.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $40.23万 | 0.23% | 5,591 | 23 | 0.4% | $1,655 | 加仓 |
| V | VISA INC CL A | $40.66万 | 0.23% | 1,185 | -114 | -8.8% | -$3.91万 | 减仓 |
| BNY | BNY MELLON CORP | $40.71万 | 0.23% | 2,815 | 2,434 | 638.8% | $35.20万 | 加仓 |
| — | Vanguard Wellesley Income Admiral | $40.87万 | 0.23% | 6,538 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $41.64万 | 0.24% | 391 | -46 | -10.5% | -$4.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.69万 | 0.24% | 2,844 | 221 | 8.4% | $3.24万 | 加仓 |
| KO | COCA COLA COMPANY | $42.06万 | 0.24% | 5,175 | 126 | 2.5% | $1.02万 | 加仓 |
| VOT | VNGRD MDCP GRW ETF | $42.27万 | 0.24% | 1,380 | 322 | 30.4% | $9.86万 | 加仓 |
| IBM | INTL BUSINESS MACHS CORP | $42.32万 | 0.24% | 1,505 | -168 | -10.0% | -$4.72万 | 减仓 |
| GLD | SPDR GOLD TRUST GOLD ETF | $42.58万 | 0.24% | 1,156 | -27 | -2.3% | -$9,946 | 减仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $44.03万 | 0.25% | 4,566 | -2 | -0.0% | -$193 | 减仓 |
| ASML | ASML HOLDING NV | $44.36万 | 0.25% | 223 | 15 | 7.2% | $2.98万 | 加仓 |
| CTAS | CINTAS CORP | $44.65万 | 0.25% | 2,625 | -2,342 | -47.2% | -$39.83万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $45.09万 | 0.26% | 461 | -27 | -5.5% | -$2.64万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $46.08万 | 0.26% | 2,547 | 58 | 2.3% | $1.05万 | 加仓 |
| — | FRANKLIN FTSE CHINA ETF | $47.95万 | 0.27% | 23,490 | -245 | -1.0% | -$5,001 | 减仓 |
| BBIN | JPM BETABLDR INTL EQ ETF | $50.46万 | 0.29% | 6,463 | 244 | 3.9% | $1.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.56万 | 0.29% | 5,760 | -239 | -4.0% | -$2.10万 | 减仓 |
| VXUS | Vanguard Total International Stock ETF | $50.65万 | 0.29% | 5,925 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES INC | $50.83万 | 0.29% | 706 | 0 | 0.0% | — | 不变 |
| BBCA | JPM BETABLDR CDA ETF | $51.48万 | 0.29% | 5,179 | -39 | -0.7% | -$3,877 | 减仓 |
| IEFA | ISHS CORE MSCI EAFE ETF | $52.43万 | 0.30% | 5,429 | -335 | -5.8% | -$3.24万 | 减仓 |
| VOE | VNGRD MDCP VAL ETF | $52.62万 | 0.30% | 2,663 | 690 | 35.0% | $13.63万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $53.32万 | 0.30% | 712 | 3 | 0.4% | $2,247 | 加仓 |
| VSS | VNGRD ALL WRLD SMCP ETF | $54.12万 | 0.31% | 3,507 | -13 | -0.4% | -$2,006 | 减仓 |
| HYS | PIMCO 0-5Y H/Y CORP ETF | $56.75万 | 0.32% | 6,069 | -23 | -0.4% | -$2,151 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $58.10万 | 0.33% | 1,161 | -36 | -3.0% | -$1.80万 | 减仓 |
| EQIX | EQUINIX, INC. | $58.48万 | 0.33% | 561 | -1 | -0.2% | -$1,042 | 减仓 |
| MA | MASTERCARD INC A | $58.65万 | 0.33% | 1,142 | -1,334 | -53.9% | -$68.51万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $60.95万 | 0.35% | 5,189 | 223 | 4.5% | $2.62万 | 加仓 |
| STX | SEAGATE TECH HLDGS PLC | $61.18万 | 0.35% | 634 | 14 | 2.3% | $1.35万 | 加仓 |
| SNPS | SYNOPSYS INC | $62.94万 | 0.36% | 1,411 | -72 | -4.9% | -$3.21万 | 减仓 |
| BNDX | Vanguard Total International Bond ETF | $63.27万 | 0.36% | 13,065 | -564 | -4.1% | -$2.73万 | 减仓 |
| EMB | ISHARES JPMORGAN USD EMERG MARKETS BOND | $64.84万 | 0.37% | 6,723 | 130 | 2.0% | $1.25万 | 加仓 |
| C | CITIGROUP INC | $65.80万 | 0.37% | 4,701 | 1,360 | 40.7% | $19.03万 | 加仓 |
| CB | CHUBB LTD | $66.21万 | 0.38% | 1,943 | 438 | 29.1% | $14.92万 | 加仓 |
| INTC | INTEL CORP | $67.20万 | 0.38% | 4,813 | 602 | 14.3% | $8.41万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $68.03万 | 0.39% | 13,449 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $68.14万 | 0.39% | 9,282 | -96 | -1.0% | -$7,047 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $70.96万 | 0.40% | 9,203 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $71.07万 | 0.40% | 5,478 | -96 | -1.7% | -$1.25万 | 减仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $71.82万 | 0.41% | 6,510 | -380 | -5.5% | -$4.19万 | 减仓 |
| LIN | LINDE PLC NEW | $72.24万 | 0.41% | 1,392 | -25 | -1.8% | -$1.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $74.75万 | 0.42% | 1,491 | -20 | -1.3% | -$1.00万 | 减仓 |