13F 机构持仓

RICHARDSON FINANCIAL SERVICES INC.

MEDWAY MA · SEC CIK 0002012303

2026Q22026Q1 更早 9 个季度 🔒
$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
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

SPYM 4.7%
AAPL 4.7%
VTV 4.2%
VUG 4.1%
NVDA 2.8%
GOOGL 2.4%
VOO 2.0%
SPDW 1.8%
HYG 1.8%
SPEM 1.8%

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
— QORVO INC $00.00%0 -1,430-100.0% -$11.07万 清仓
CHKP CHECK POINT SFTWARE TECH $00.00%0 -495-100.0% -$7.07万 清仓
ACGL ARCH CAPITAL GROUP LTD $00.00%0 -725-100.0% -$6.96万 清仓
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF $00.00%0 -701-100.0% -$6.48万 清仓
MCK MCKESSON CORP $00.00%0 -74-100.0% -$6.40万 清仓
WFC WELLS FARGO & CO NEW $00.00%0 -709-100.0% -$5.64万 清仓
PRIM PRIMORIS SERVICES CORP $00.00%0 -359-100.0% -$5.14万 清仓
— American Funds Invmt Co of Amer F2 $00.00%0 -714-100.0% -$4.24万 清仓
— HONEYWELL INTERNATIONAL INC $00.00%0 -180-100.0% -$4.07万 清仓
PLAB PHOTRONICS INC $00.00%0 -969-100.0% -$3.92万 清仓
NVS NOVARTIS AG SPON ADR $00.00%0 -240-100.0% -$3.67万 清仓
SIG SIGNET JEWELERS LTD $00.00%0 -415-100.0% -$3.51万 清仓
KT KT CORP SPON ADR $00.00%0 -1,614-100.0% -$3.46万 清仓
— American Funds Capital World Gr&Inc F2 $00.00%0 -486-100.0% -$3.42万 清仓
BIDU BAIDU INC A SPON ADR $00.00%0 -304-100.0% -$3.39万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -1,358-100.0% -$3.36万 清仓
GRMN GARMIN LTD $00.00%0 -144-100.0% -$3.34万 清仓
HURN HURON CONSULTING GRP INC $00.00%0 -237-100.0% -$3.02万 清仓
— PIMCO Low Duration ESG Institutional $00.00%0 -3,089-100.0% -$2.84万 清仓
COWZ PACER US CASH COWS 100 ETF $00.00%0 -390-100.0% -$2.44万 清仓
ESS ESSEX PROPERTY TRUST INC $00.00%0 -100-100.0% -$2.42万 清仓
— American Funds American Balanced F2 $00.00%0 -586-100.0% -$2.16万 清仓
— American Funds Capital Income Bldr F2 $00.00%0 -274-100.0% -$2.13万 清仓
— American Funds Washington Mutual F2 $00.00%0 -336-100.0% -$2.11万 清仓
AYI ACUITY INC $00.00%0 -68-100.0% -$1.91万 清仓
— American Funds SMALLCAP World F2 $00.00%0 -242-100.0% -$1.81万 清仓
DTM DT MIDSTREAM INC $00.00%0 -124-100.0% -$1.67万 清仓
— American Funds Growth Fund of Amer F2 $00.00%0 -209-100.0% -$1.54万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 -163-100.0% -$1.53万 清仓
ARCC ARES CAPITAL CORP BDC $00.00%0 -835-100.0% -$1.50万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -68-100.0% -$1.44万 清仓
— Schwab Prime Advantage Money Investor $00.00%0 -11,890-100.0% -$1.19万 清仓
APO APOLLO GLOBAL MANAGEMENT $00.00%0 -103-100.0% -$1.15万 清仓
— American Funds Global Insight F-2 $00.00%0 -395-100.0% -$1.08万 清仓
— American Funds Multi-Sector Income F-2 $00.00%0 -1,038-100.0% -$9,649 清仓
APP APPLOVIN CORP A $00.00%0 -24-100.0% -$9,552 清仓
— American Funds Bond Fund of Amer F2 $00.00%0 -832-100.0% -$9,410 清仓
— American Funds Strategic Bond F-2 $00.00%0 -981-100.0% -$9,012 清仓
BRX BRIXMOR PROPERTY GROUP REIT INC $00.00%0 -244-100.0% -$7,027 清仓
PRU PRUDENTIAL FINANCIAL, INC. $00.00%0 -70-100.0% -$6,839 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -32-100.0% -$5,486 清仓
UHS UNIVERSAL HEALTH SERVICES CL B $00.00%0 -26-100.0% -$4,654 清仓
MAR MARRIOTT INTL INC NEW A $00.00%0 -4-100.0% -$1,308 清仓
— Fujitsu Ltd $00.00%0 -55-100.0% -$1,132 清仓
MEDP MEDPACE HOLDINGS INC $00.00%0 -2-100.0% -$960 清仓
DB Deutsche Bank AG $00.00%0 -28-100.0% -$834 清仓
RBLX Roblox Corp $00.00%0 -3-100.0% -$170 清仓
— INVESCO VAN KAMPEN OHIO $70.00%66,255 00.0% — 不变
OGN ORGANON & CO $410.00%3 00.0% — 不变
VLTO Veralto Corp $890.00%1 00.0% — 不变
ESML ISHARES ESG AWARE MSCI USA ETF $1120.00%2 2— $112 新建仓
BIL ST STR BLMBRG 1-3M ETF $1830.00%2 -1,369-99.9% -$12.53万 减仓
JSML JANUS HNDRSN SMALL CAP GRO ALPHA ETF $1860.00%2 2— $186 新建仓
— Nintendo Co Ltd $2200.00%21 00.0% — 不变
— Chugai Pharmaceutical Co Ltd $3000.00%13 00.0% — 不变
B Barrick Mining Corp $3310.00%9 00.0% — 不变
— Net Lease Office Properties $3340.00%30 00.0% — 不变
— Glencore Plc Unsponsored American Depository Receipt $3540.00%26 26— $354 新建仓
AEIS ADVANCED ENERGY INDUSTRIES INC $3730.00%1 1— $373 新建仓
NVO Novo Nordisk AS $3840.00%8 -11-57.9% -$528 减仓
— Hitachi Ltd $3870.00%14 00.0% — 不变
SONY Sony Group Corp $4010.00%20 -1,795-98.9% -$3.60万 减仓
— Hong Kong Exchanges and Clearing Ltd $4170.00%9 00.0% — 不变
CHE CHEMED CORP NEW $4660.00%1 1— $466 新建仓
— Essilorluxottica $4690.00%5 00.0% — 不变
— BAE Systems PLC $4900.00%5 00.0% — 不变
— Keyence Corp $4990.00%1 00.0% — 不变
— Impax Small Cap Investor $5370.00%24 -7-22.6% -$157 减仓
UTHR UNITED THERAPEUTICS CORP $5420.00%1 -1-50.0% -$542 减仓
— Lvmh Moet Hennessy Louis Vuitton SE $5530.00%5 00.0% — 不变
ONC BeiGene Ltd $5700.00%2 00.0% — 不变
TPR TAPESTRY INC $5860.00%4 4— $586 新建仓
— Epiroc AB SPONS ADS CL A $6030.00%22 00.0% — 不变
SAP SAP SE ADR $6160.00%4 00.0% — 不变
— Mitsubishi Corp. ADS $6170.00%23 23— $617 新建仓
— London Stock Exchange Group PLC $6220.00%23 00.0% — 不变
— Disco Corp $6280.00%12 8200.0% $419 加仓
HLT Hilton Worldwide Holdings Inc $6610.00%2 00.0% — 不变
AON Aon PLC $6630.00%2 00.0% — 不变
MRSH Marsh & Mclennan Companies Inc $6670.00%4 -342-98.8% -$5.70万 减仓
— ITOCHU Corp $6840.00%60 00.0% — 不变
KD KYNDRYL HOLDINGS INC $6900.00%61 00.0% — 不变
— Shin-Etsu Chemical Co Ltd $6930.00%32 00.0% — 不变
MICC The Magnum Ice Cream Co NV $6960.00%40 00.0% — 不变
— DSV AS $7130.00%6 00.0% — 不变
AME AMETEK Inc $7260.00%3 00.0% — 不变
— AIA Group Ltd $7320.00%20 -7-25.9% -$256 减仓
IR Ingersoll Rand Inc $7380.00%9 00.0% — 不变
— Industria De Diseno Textil SA $7570.00%48 00.0% — 不变
RYAAY Ryanair Holdings PLC $7770.00%12 00.0% — 不变
TRP TC Energy Corpcom $7950.00%12 00.0% — 不变
ABBNY ABB Ltd $8700.00%8 00.0% — 不变
RCL Royal Caribbean Group $9530.00%3 00.0% — 不变
JFLX JPMORGAN FLEXIBLE DEBT ETF $9580.00%19 00.0% — 不变
— L'Oreal SA $9650.00%11 00.0% — 不变
— TDK Corp $1,0060.00%45 00.0% — 不变
— Munchener Ruckversicherungs-Gesellschaft AG ADR $1,0080.00%90 00.0% — 不变
NSRGY Nestle SA ADR $1,0270.00%10 00.0% — 不变
— UniCredit S.p.A. UNSPONSORD ADR $1,0280.00%23 00.0% — 不变
HEI/A Heico Corp $1,0320.00%4 00.0% — 不变