13F 机构持仓

RICHARDSON FINANCIAL SERVICES INC.

MEDWAY MA · SEC CIK 0002012303

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.4%
SPYM 4.3%
VTV 4.2%
VUG 3.8%
NVDA 2.6%
SPDW 2.3%
GOOGL 2.2%
VOO 2.1%
HYG 1.9%
VEA 1.8%

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
XLP CONS STPLS SEL SPDR ETF $00.00%0 -11,187-100.0% -$86.90万 清仓
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share $00.00%0 -639-100.0% -$11.77万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -517-100.0% -$9.33万 清仓
SPYG ST STR S&P 500 GRWTH ETF $00.00%0 —— — 申报中断
ROP ROPER TECHNOLOGIES INC $00.00%0 -140-100.0% -$6.23万 清仓
ALLE ALLEGION PUBLIC LTD $00.00%0 -374-100.0% -$5.95万 清仓
HRB H&R BLOCK INC $00.00%0 —— — 申报中断
KKR KKR & CO, INC. COM $00.00%0 -377-100.0% -$4.81万 清仓
STE STERIS PLC $00.00%0 -175-100.0% -$4.44万 清仓
DORM DORMAN PRODS INC $00.00%0 -306-100.0% -$3.77万 清仓
VIPS VIPSHOP HLDGS LTD $00.00%0 -2,063-100.0% -$3.65万 清仓
FSSL FS SPECIALTY LENDING $00.00%0 -2,576-100.0% -$3.64万 清仓
AGG ISHS CORE US AGGR BD ETF $00.00%0 -332-100.0% -$3.32万 清仓
PNR PENTAIR PLC $00.00%0 -280-100.0% -$2.92万 清仓
NTAP NETAPP INC $00.00%0 -270-100.0% -$2.89万 清仓
FRSH FRESHWORKS INC A $00.00%0 -2,123-100.0% -$2.60万 清仓
ACLS AXCELIS TECHS INC NEW $00.00%0 -277-100.0% -$2.23万 清仓
AMPH AMPHASTAR PHARMACEUTICALS INC $00.00%0 -819-100.0% -$2.19万 清仓
— SOLENO THERAPEUTICS INC $00.00%0 -436-100.0% -$2.02万 清仓
JPST JPMORGAN ULTRA SHORT INCOME ETF $00.00%0 -384-100.0% -$1.94万 清仓
IUSG ISHARES CORE S&P US GROWTH ETF $00.00%0 -90-100.0% -$1.51万 清仓
SFM SPROUTS FARMERS MARKET, INC. $00.00%0 -185-100.0% -$1.47万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -168-100.0% -$1.37万 清仓
CASK MGP INGREDIENTS INC NEW $00.00%0 -563-100.0% -$1.37万 清仓
— JANUS HENDERSON GROUP PLC $00.00%0 -207-100.0% -$9,847 清仓
VEU VNGRD FTSE ALL WORLD ETF $00.00%0 -112-100.0% -$8,239 清仓
FPEI First Trust Instl Pref Secs and Inc ETF $00.00%0 -410-100.0% -$7,950 清仓
PYPL PAYPAL HOLDINGS, INC. $00.00%0 -132-100.0% -$7,706 清仓
LNG CHENIERE ENERGY INC NEW $00.00%0 -26-100.0% -$5,054 清仓
NTES NETEASE INC SPON ADR $00.00%0 -32-100.0% -$4,404 清仓
BABA ALIBABA GROUP HOLDING LTD $00.00%0 -28-100.0% -$4,104 清仓
NICE NICE LTD SPON ADR $00.00%0 -36-100.0% -$4,069 清仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $00.00%0 -61-100.0% -$4,021 清仓
— Amadeus IT Group SA $00.00%0 -11-100.0% -$3,766 清仓
STNE STONECO LTD A $00.00%0 -247-100.0% -$3,653 清仓
GPOR GULFPORT ENERGY NEW 2021 $00.00%0 -13-100.0% -$2,704 清仓
JMUB JPMORGAN MUNICIPAL ETF $00.00%0 -53-100.0% -$2,677 清仓
LRN STRIDE INC $00.00%0 -40-100.0% -$2,597 清仓
CRC CALIFORNIA RES CORP PAR$ $00.00%0 -48-100.0% -$2,146 清仓
TOWN TOWNEBANK PORTSMOUTH VA $00.00%0 -63-100.0% -$2,102 清仓
GNTX GENTEX CORP $00.00%0 -83-100.0% -$1,931 清仓
DBX DROPBOX INC A $00.00%0 -44-100.0% -$1,223 清仓
BINC ISHARES FLEXIBLE INCME ACTIVE ETF $00.00%0 -18-100.0% -$950 清仓
HYDB ISHARES HIGH YIELD SYS BND ETF $00.00%0 -20-100.0% -$947 清仓
FDX FedEx Corp $00.00%0 -2-100.0% -$578 清仓
LQDH ISHS INT RT HDG CORP ETF $00.00%0 -6-100.0% -$560 清仓
AES The AES Corp $00.00%0 -37-100.0% -$531 清仓
SHY ISHS 1-3YR TRSRY ETF $00.00%0 -5-100.0% -$414 清仓
CLOA ISHARES AAA CLO ACTIVE ETF $00.00%0 -8-100.0% -$414 清仓
FLOT ISHS FLTG RT BOND ETF $00.00%0 -7-100.0% -$356 清仓
QLTA ISHARES AAA A RATED COR BOND ETF $00.00%0 -7-100.0% -$337 清仓
SHV ISHS 0-1YR TREASURY ETF $00.00%0 -2-100.0% -$220 清仓
IGIB ISHS 5-10 I/GRD CORP ETF $00.00%0 -4-100.0% -$216 清仓
— INVESCO VAN KAMPEN OHIO $70.00%66,255 00.0% — 不变
OGN ORGANON & CO $180.00%3 00.0% — 不变
VLTO Veralto Corp $880.00%1 00.0% — 不变
— Disco Corp $1630.00%4 4— $163 新建仓
RBLX Roblox Corp $1700.00%3 00.0% — 不变
— Nintendo Co Ltd $3000.00%21 00.0% — 不变
— Net Lease Office Properties $3460.00%30 00.0% — 不变
— Keyence Corp $3460.00%1 00.0% — 不变
— Chugai Pharmaceutical Co Ltd $3580.00%13 13— $358 新建仓
B Barrick Mining Corp $3670.00%9 00.0% — 不变
— Hitachi Ltd $4080.00%14 00.0% — 不变
— Hong Kong Exchanges and Clearing Ltd $4560.00%9 00.0% — 不变
— Epiroc AB SPONS ADS CL A $5420.00%22 -8-26.7% -$197 减仓
— Lvmh Moet Hennessy Louis Vuitton SE $5460.00%5 00.0% — 不变
— Impax Small Cap Investor $5620.00%31 00.0% — 不变
— TDK Corp $5820.00%45 00.0% — 不变
— Essilorluxottica $5830.00%5 00.0% — 不变
— BAE Systems PLC $5830.00%5 5— $583 新建仓
ONC BeiGene Ltd $5940.00%2 00.0% — 不变
MICC The Magnum Ice Cream Co NV $5980.00%40 00.0% — 不变
HLT Hilton Worldwide Holdings Inc $6080.00%2 00.0% — 不变
— Tokyo Electron Ltd $6110.00%5 5— $611 新建仓
AME AMETEK Inc $6430.00%3 00.0% — 不变
ABBNY ABB Ltd $6440.00%8 -6-42.9% -$483 减仓
AON Aon PLC $6460.00%2 00.0% — 不变
— Shin-Etsu Chemical Co Ltd $6510.00%32 -17-34.7% -$346 减仓
SAP SAP SE ADR $6850.00%4 00.0% — 不变
— London Stock Exchange Group PLC $6860.00%23 -12-34.3% -$358 减仓
— Industria De Diseno Textil SA $6910.00%48 -19-28.4% -$274 减仓
RYAAY Ryanair Holdings PLC $6940.00%12 00.0% — 不变
NVO Novo Nordisk AS $6980.00%19 00.0% — 不变
— DSV AS $7200.00%6 00.0% — 不变
IR Ingersoll Rand Inc $7210.00%9 00.0% — 不变
URI United Rentals Inc $7290.00%1 00.0% — 不变
TRP TC Energy Corpcom $7510.00%12 -5-29.4% -$313 减仓
IMCV ISHARES MORNINGSTAR MID CAP ETF $7630.00%9 9— $763 新建仓
— ITOCHU Corp $7650.00%60 00.0% — 不变
AVUV AVANTIS US SMALL CAP VALUE ETF $7730.00%7 7— $773 新建仓
JSMD JANUS HNDRSN SML MID CP GRO ALPH ETF $7940.00%10 10— $794 新建仓
KD KYNDRYL HOLDINGS INC $8000.00%61 00.0% — 不变
RCL Royal Caribbean Group $8260.00%3 -1-25.0% -$275 减仓
— UniCredit S.p.A. UNSPONSORD ADR $8290.00%23 00.0% — 不变
DB Deutsche Bank AG $8340.00%28 00.0% — 不变
— Standard Chartered PLC UNSPONSRED ADS $8400.00%20 00.0% — 不变
HEI/A Heico Corp $8440.00%4 00.0% — 不变
NXT NEXTPOWER INC A $8440.00%7 00.0% — 不变
FSS FEDERAL SIGNAL CORP $8650.00%8 8— $865 新建仓