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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $58.80万 | 0.37% | 1,483 | 5 | 0.3% | $1,982 | 加仓 |
| EMB | ISHARES JPMORGAN USD EMERG MARKETS BOND | $61.92万 | 0.39% | 6,593 | 17 | 0.3% | $1,597 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $62.02万 | 0.39% | 909 | -31 | -3.3% | -$2.11万 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $62.15万 | 0.39% | 9,203 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $65.49万 | 0.41% | 13,629 | 1,077 | 8.6% | $5.18万 | 加仓 |
| LLY | ELI LILLY & CO | $65.86万 | 0.41% | 716 | 22 | 3.2% | $2.02万 | 加仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $66.99万 | 0.42% | 6,890 | 856 | 14.2% | $8.32万 | 加仓 |
| MGV | VNGRD MEGA CAP VAL ETF | $67.01万 | 0.42% | 4,623 | -4 | -0.1% | -$580 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $67.10万 | 0.42% | 13,449 | -6,328 | -32.0% | -$31.57万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $67.88万 | 0.42% | 2,116 | -42 | -1.9% | -$1.35万 | 减仓 |
| SPAB | ST STR AGGREGATE BD ETF | $68.99万 | 0.43% | 26,928 | 9,731 | 56.6% | $24.93万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $69.06万 | 0.43% | 9,378 | 890 | 10.5% | $6.55万 | 加仓 |
| LIN | LINDE PLC NEW | $70.26万 | 0.44% | 1,417 | -15 | -1.0% | -$7,437 | 减仓 |
| IWM | ISHS RUSS 2000 INDX ETF | $72.06万 | 0.45% | 2,906 | 181 | 6.6% | $4.49万 | 加仓 |
| GWX | SPDR S&P International Small Cap ETF | $73.65万 | 0.46% | 17,440 | -1,858 | -9.6% | -$7.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $74.27万 | 0.46% | 1,511 | 5 | 0.3% | $2,458 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $76.81万 | 0.48% | 1,843 | -205 | -10.0% | -$8.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL NEW | $77.68万 | 0.49% | 1,685 | 27 | 1.6% | $1.24万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $77.89万 | 0.49% | 8,782 | 82 | 0.9% | $7,273 | 加仓 |
| EOG | EOG RESOURCES INC | $80.58万 | 0.50% | 5,574 | 681 | 13.9% | $9.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $80.86万 | 0.51% | 3,975 | 75 | 1.9% | $1.53万 | 加仓 |
| TJX | TJX COS INC NEW | $82.65万 | 0.52% | 5,175 | 52 | 1.0% | $8,305 | 加仓 |
| CTAS | CINTAS CORP | $84.01万 | 0.53% | 4,967 | -91 | -1.8% | -$1.54万 | 减仓 |
| JNK | ST STR BLMBRG H/Y ETF | $84.04万 | 0.53% | 8,780 | 1,843 | 26.6% | $17.64万 | 加仓 |
| XLC | COMMUNICATION SVCS SELECT SECTOR SPDR | $84.76万 | 0.53% | 7,646 | -36 | -0.5% | -$3,991 | 减仓 |
| TSLA | TESLA INC | $87.66万 | 0.55% | 2,358 | 90 | 4.0% | $3.35万 | 加仓 |
| XLV | ST STR H/C SEL SCTR ETF | $88.52万 | 0.55% | 6,038 | 5,762 | 2,087.7% | $84.48万 | 加仓 |
| SPTL | SPDR Portfolio Long Term Treasury ETF | $88.60万 | 0.55% | 33,687 | -8,438 | -20.0% | -$22.19万 | 减仓 |
| SRLN | ST STR BLACKSTONE LN ETF | $91.57万 | 0.57% | 22,814 | -363 | -1.6% | -$1.46万 | 减仓 |
| MGK | VNGRD MEGA CAP GRWTH ETF | $92.15万 | 0.58% | 2,508 | -78 | -3.0% | -$2.87万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS US EQY ETF | $93.33万 | 0.58% | 7,965 | -83 | -1.0% | -$9,726 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $97.27万 | 0.61% | 17,997 | -437 | -2.4% | -$2.36万 | 减仓 |
| CERY | ST SR SPDR BL ED RL YD CO ST K1 ETF | $97.73万 | 0.61% | 27,734 | 6,274 | 29.2% | $22.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $101.34万 | 0.63% | 1,017 | 2 | 0.2% | $1,993 | 加仓 |
| HD | HOME DEPOT INC | $102.10万 | 0.64% | 3,104 | 57 | 1.9% | $1.87万 | 加仓 |
| TMUS | T-MOBILE US, INC. | $102.48万 | 0.64% | 4,879 | 10 | 0.2% | $2,100 | 加仓 |
| WMT | WALMART INC | $103.40万 | 0.65% | 8,320 | 91 | 1.1% | $1.13万 | 加仓 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $104.49万 | 0.65% | 17,645 | -1,324 | -7.0% | -$7.84万 | 减仓 |
| MCD | MCDONALDS CORP | $105.59万 | 0.66% | 3,397 | -11 | -0.3% | -$3,419 | 减仓 |
| IUSB | ISHS CORE UNVL USD ETF | $105.82万 | 0.66% | 22,910 | 500 | 2.2% | $2.31万 | 加仓 |
| META | META PLATFORMS INC A | $105.90万 | 0.66% | 1,851 | 259 | 16.3% | $14.82万 | 加仓 |
| AVGO | BROADCOM INC | $118.64万 | 0.74% | 3,833 | 673 | 21.3% | $20.83万 | 加仓 |
| MA | MASTERCARD INC A | $123.72万 | 0.77% | 2,476 | 37 | 1.5% | $1.85万 | 加仓 |
| SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $123.88万 | 0.78% | 25,638 | -5,467 | -17.6% | -$26.42万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $128.81万 | 0.81% | 4,918 | -77 | -1.5% | -$2.02万 | 减仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $142.70万 | 0.89% | 18,651 | -778 | -4.0% | -$5.95万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $149.77万 | 0.94% | 2,303 | -33 | -1.4% | -$2.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $161.56万 | 1.01% | 5,492 | 178 | 3.3% | $5.24万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORP ETF | $161.78万 | 1.01% | 38,238 | 212 | 0.6% | $8,970 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $163.19万 | 1.02% | 7,512 | -194 | -2.5% | -$4.21万 | 减仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $186.19万 | 1.16% | 6,159 | -196 | -3.1% | -$5.93万 | 减仓 |
| AMZN | AMAZON.COM INC | $202.56万 | 1.27% | 9,726 | 224 | 2.4% | $4.67万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $237.15万 | 1.48% | 34,000 | -2,146 | -5.9% | -$14.97万 | 减仓 |
| MSFT | Microsoft Corp | $258.84万 | 1.62% | 6,992 | 489 | 7.5% | $18.10万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $265.96万 | 1.66% | 37,850 | -1,310 | -3.3% | -$9.21万 | 减仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $272.88万 | 1.71% | 58,170 | -3,606 | -5.8% | -$16.92万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $281.98万 | 1.76% | 44,004 | -942 | -2.1% | -$6.04万 | 减仓 |
| HYG | ISHS IBOX $ H/Y CORP ETF | $307.32万 | 1.92% | 38,628 | 872 | 2.3% | $6.94万 | 加仓 |
| VOO | VANGUARD S&P 500 | $334.87万 | 2.09% | 5,604 | 83 | 1.5% | $4.96万 | 加仓 |
| GOOGL | ALPHABET INC A | $350.46万 | 2.19% | 12,187 | 452 | 3.9% | $13.00万 | 加仓 |
| SPDW | ST STR PRT DEV WRLD ETF | $369.56万 | 2.31% | 80,956 | -10,969 | -11.9% | -$50.07万 | 减仓 |
| NVDA | NVIDIA CORP | $421.87万 | 2.64% | 24,190 | 1,136 | 4.9% | $19.81万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $606.84万 | 3.80% | 13,893 | 42 | 0.3% | $1.83万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $666.13万 | 4.17% | 33,952 | -1,200 | -3.4% | -$23.54万 | 减仓 |
| SPYM | ST STR SPDR S&P 500 ETF | $683.89万 | 4.28% | 89,351 | -12,099 | -11.9% | -$92.61万 | 减仓 |
| AAPL | APPLE INC | $697.39万 | 4.36% | 27,479 | 172 | 0.6% | $4.37万 | 加仓 |