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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $39.20万 | 0.22% | 9,185 | 8,889 | 3,003.0% | $37.94万 | 加仓 |
| ULST | SPDR SSgA Ultra Short Term Bond ETF | $38.90万 | 0.22% | 9,622 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CL A | $38.62万 | 0.22% | 1,749 | -50 | -2.8% | -$1.10万 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $38.38万 | 0.22% | 4,376 | -146 | -3.2% | -$1.28万 | 减仓 |
| SYK | STRYKER CORP | $36.87万 | 0.21% | 1,171 | 589 | 101.2% | $18.54万 | 加仓 |
| CVX | CHEVRON CORP | $36.52万 | 0.21% | 2,203 | -582 | -20.9% | -$9.65万 | 减仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $36.35万 | 0.21% | 7,180 | -33 | -0.5% | -$1,671 | 减仓 |
| DUK | DUKE ENERGY CORP | $36.00万 | 0.20% | 2,844 | -58 | -2.0% | -$7,342 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $35.07万 | 0.20% | 5,046 | 4,224 | 513.9% | $29.36万 | 加仓 |
| USHY | ISHS BRD USD H/Y CRP ETF | $33.49万 | 0.19% | 9,046 | -82 | -0.9% | -$3,035 | 减仓 |
| VXF | VNGRD EXTND MARKET ETF | $33.29万 | 0.19% | 1,352 | -197 | -12.7% | -$4.85万 | 减仓 |
| EWJ | ISHS MSCI JAPAN ETF | $32.60万 | 0.18% | 3,495 | 3,135 | 870.8% | $29.24万 | 加仓 |
| MRK | MERCK & COMPANY INC | $32.50万 | 0.18% | 2,529 | 278 | 12.4% | $3.57万 | 加仓 |
| XEMD | BNDBLOXX JPM USD EMR MK 1 10 YR ETF | $32.19万 | 0.18% | 7,166 | -27 | -0.4% | -$1,213 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.83万 | 0.18% | 648 | -1,195 | -64.8% | -$58.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $31.50万 | 0.18% | 5,528 | -2,273 | -29.1% | -$12.95万 | 减仓 |
| GEV | GE Vernova Inc | $31.49万 | 0.18% | 268 | 205 | 325.4% | $24.08万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.46万 | 0.18% | 1,852 | -55 | -2.9% | -$9,343 | 减仓 |
| ISRG | INTUITIVE SURGICAL NEW | $31.18万 | 0.18% | 784 | -901 | -53.5% | -$35.83万 | 减仓 |
| VMBS | Vanguard Mortgage-Backed Secs ETF | $30.95万 | 0.18% | 6,611 | 1,303 | 24.5% | $6.10万 | 加仓 |
| SPTI | SPDR Portfolio Intmdt Term Trs ETF | $30.84万 | 0.17% | 10,863 | -157 | -1.4% | -$4,457 | 减仓 |
| WMB | WILLIAMS COS INC DEL | $30.68万 | 0.17% | 4,127 | -2,554 | -38.2% | -$18.99万 | 减仓 |
| NVT | NVENT ELECTRIC PLC | $29.89万 | 0.17% | 1,762 | 19 | 1.1% | $3,223 | 加仓 |
| ABBV | ABBVIE INC | $29.67万 | 0.17% | 1,179 | -305 | -20.6% | -$7.68万 | 减仓 |
| USB | U S BANCORP DE NEW | $29.15万 | 0.17% | 4,826 | -100 | -2.0% | -$6,040 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.01万 | 0.16% | 698 | -246 | -26.1% | -$10.22万 | 减仓 |
| T | AT&T INC | $28.99万 | 0.16% | 14,006 | 426 | 3.1% | $8,818 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.48万 | 0.16% | 717 | 230 | 47.2% | $9.13万 | 加仓 |
| AEP | AMER ELEC PWR CO INC | $28.43万 | 0.16% | 2,078 | -69 | -3.2% | -$9,440 | 减仓 |
| EWC | ISHS MSCI CANADA ETF | $28.12万 | 0.16% | 4,879 | 2,206 | 82.5% | $12.72万 | 加仓 |
| GOVT | ISHARES US TREASURY BOND | $28.03万 | 0.16% | 12,306 | 4,257 | 52.9% | $9.70万 | 加仓 |
| NFLX | NETFLIX INC | $27.80万 | 0.16% | 3,894 | -260 | -6.3% | -$1.86万 | 减仓 |
| F | FORD MOTOR CO | $27.36万 | 0.16% | 19,685 | -720 | -3.5% | -$1.00万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $27.34万 | 0.16% | 4,850 | 564 | 13.2% | $3.18万 | 加仓 |
| EMHC | SPDR Bloomberg EM USD Bd ETF | $27.18万 | 0.15% | 10,684 | 191 | 1.8% | $4,859 | 加仓 |
| TSM | TAIWAN SEMICON MFG CO | $26.93万 | 0.15% | 564 | 61 | 12.1% | $2.91万 | 加仓 |
| USIG | ISHS USD INVT GRD BD ETF | $26.86万 | 0.15% | 5,237 | 1,859 | 55.0% | $9.53万 | 加仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $26.75万 | 0.15% | 3,818 | -220 | -5.4% | -$1.54万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $26.20万 | 0.15% | 1,415 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $25.57万 | 0.15% | 502 | -407 | -44.8% | -$20.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.47万 | 0.14% | 1,003 | 119 | 13.5% | $3.02万 | 加仓 |
| SPLB | SPDR Portfolio Long Term Corp Bd ETF | $25.35万 | 0.14% | 11,318 | -597 | -5.0% | -$1.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS, INC. | $25.05万 | 0.14% | 5,917 | -663 | -10.1% | -$2.81万 | 减仓 |
| D | DOMINION ENERGY INC | $24.86万 | 0.14% | 3,640 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $24.43万 | 0.14% | 1,934 | 530 | 37.7% | $6.70万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $24.13万 | 0.14% | 1,527 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN INC | $24.01万 | 0.14% | 1,901 | 17 | 0.9% | $2,147 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $23.93万 | 0.14% | 3,072 | -183 | -5.6% | -$1.43万 | 减仓 |
| AWK | AMER WATER WORKS COMPANY | $23.72万 | 0.13% | 1,803 | -2,027 | -52.9% | -$26.67万 | 减仓 |
| — | EXXON MOBIL CORP | $23.56万 | 0.13% | 1,723 | 169 | 10.9% | $2.31万 | 加仓 |
| TOTL | ST STR DOUBLE T/RET ETF | $23.20万 | 0.13% | 5,878 | -3,335 | -36.2% | -$13.16万 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF | $22.23万 | 0.13% | 3,122 | -2,763 | -46.9% | -$19.68万 | 减仓 |
| SPTM | ST STR SPDR 1500 COM ETF | $22.19万 | 0.13% | 2,444 | 832 | 51.6% | $7.55万 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOME ETF | $22.01万 | 0.12% | 4,770 | 4,387 | 1,145.4% | $20.24万 | 加仓 |
| WM | WASTE MANAGEMENT, INC. | $21.95万 | 0.12% | 985 | 423 | 75.3% | $9.43万 | 加仓 |
| LQD | ISHS INVSTMNT BD ETF | $21.64万 | 0.12% | 1,983 | -9 | -0.5% | -$982 | 减仓 |
| — | Navigator Tactical Fixed Income I | $21.29万 | 0.12% | 21,951 | 170 | 0.8% | $1,649 | 加仓 |
| PLD | PROLOGIS, INC. | $21.17万 | 0.12% | 1,563 | 159 | 11.3% | $2.15万 | 加仓 |
| PEP | PEPSICO INC | $20.97万 | 0.12% | 1,549 | -98 | -6.0% | -$1.33万 | 减仓 |
| RWR | SPDR Dow Jones REIT ETF | $20.94万 | 0.12% | 1,853 | 1,263 | 214.1% | $14.27万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES | $20.79万 | 0.12% | 2,619 | -26 | -1.0% | -$2,064 | 减仓 |
| RF | REGIONS FINL CORP NEW | $20.66万 | 0.12% | 6,840 | -170 | -2.4% | -$5,134 | 减仓 |
| NI | NISOURCE INC | $20.54万 | 0.12% | 4,319 | -90 | -2.0% | -$4,280 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $20.31万 | 0.12% | 3,525 | 2,975 | 540.9% | $17.14万 | 加仓 |
| FTSL | FT SENIOR LOAN FD ETF | $20.06万 | 0.11% | 4,483 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC | $19.88万 | 0.11% | 275 | -141 | -33.9% | -$10.19万 | 减仓 |
| ES | EVERSOURCE ENERGY | $19.38万 | 0.11% | 2,682 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HI YLD MUN ETF | $19.36万 | 0.11% | 3,758 | -2,019 | -34.9% | -$10.40万 | 减仓 |
| DTE | DTE ENERGY CO | $19.35万 | 0.11% | 1,270 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GRP, INC. | $19.10万 | 0.11% | 1,636 | -40 | -2.4% | -$4,671 | 减仓 |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | $18.97万 | 0.11% | 1,932 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $18.89万 | 0.11% | 3,973 | 20 | 0.5% | $951 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $18.83万 | 0.11% | 7,104 | 41 | 0.6% | $1,087 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $18.68万 | 0.11% | 545 | 226 | 70.8% | $7.75万 | 加仓 |
| CSX | CSX CORP | $18.14万 | 0.10% | 3,817 | -76 | -2.0% | -$3,612 | 减仓 |
| MS | MORGAN STANLEY | $18.12万 | 0.10% | 867 | -27 | -3.0% | -$5,644 | 减仓 |
| MET | METLIFE INC | $17.84万 | 0.10% | 2,109 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $17.55万 | 0.10% | 246 | 24 | 10.8% | $1.71万 | 加仓 |
| IGLB | ISHS 10 INV GR CORP ETF | $17.40万 | 0.10% | 3,479 | -23 | -0.7% | -$1,151 | 减仓 |
| BIV | Vanguard Interm-Term Bond ETF | $17.13万 | 0.10% | 2,233 | -92 | -4.0% | -$7,056 | 减仓 |
| IWS | ISHARES RUSSELL MID CAP VALUE ETF | $16.76万 | 0.10% | 1,018 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $16.75万 | 0.09% | 1,458 | -2,035 | -58.3% | -$23.37万 | 减仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $16.51万 | 0.09% | 1,795 | -22 | -1.2% | -$2,023 | 减仓 |
| — | Value Line Select Core Inv | $16.41万 | 0.09% | 5,635 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $15.95万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| EWY | ISHS MSCI S KOREA ETF | $15.79万 | 0.09% | 782 | 782 | — | $15.79万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $15.44万 | 0.09% | 184 | -59 | -24.3% | -$4.95万 | 减仓 |
| EXC | EXELON CORPORATION | $15.20万 | 0.09% | 3,260 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HOLDINGS, INC. | $15.18万 | 0.09% | 2,490 | -20 | -0.8% | -$1,219 | 减仓 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $14.99万 | 0.08% | 4,479 | 867 | 24.0% | $2.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $14.67万 | 0.08% | 145 | -1 | -0.7% | -$1,011 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $14.65万 | 0.08% | 1,335 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SERVICE ENTER GROUP, INC. | $14.65万 | 0.08% | 1,805 | 70 | 4.0% | $5,681 | 加仓 |
| UPS | UPS INC B | $14.51万 | 0.08% | 1,350 | -10 | -0.7% | -$1,075 | 减仓 |
| JTEK | JPMORGAN U S TECH LEADERS ETF | $14.33万 | 0.08% | 1,285 | -272 | -17.5% | -$3.03万 | 减仓 |
| TIPX | SPDR Blmbg 1-10 Year TIPS ETF | $14.18万 | 0.08% | 7,491 | 49 | 0.7% | $928 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV | $13.92万 | 0.08% | 1,689 | 0 | 0.0% | — | 不变 |
| SJNK | ST STR BLMBRG S/T ETF | $13.55万 | 0.08% | 5,413 | 235 | 4.5% | $5,882 | 加仓 |
| AXP | AMERN EXPRESS CO | $13.53万 | 0.08% | 400 | -43 | -9.7% | -$1.45万 | 减仓 |
| UNM | UNUM GROUP | $13.45万 | 0.08% | 1,505 | 20 | 1.3% | $1,788 | 加仓 |