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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $12.11万 | 0.08% | 3,612 | -227 | -5.9% | -$7,614 | 减仓 |
| AZN | ASTRAZENECA PLC | $12.03万 | 0.08% | 610 | 610 | — | $12.03万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $11.98万 | 0.07% | 485 | -30 | -5.8% | -$7,412 | 减仓 |
| CMI | CUMMINS INC | $11.94万 | 0.07% | 222 | -11 | -4.7% | -$5,918 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $11.92万 | 0.07% | 2,990 | 340 | 12.8% | $1.35万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $11.79万 | 0.07% | 611 | 21 | 3.6% | $4,051 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $11.73万 | 0.07% | 2,530 | -30 | -1.2% | -$1,391 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV | $11.72万 | 0.07% | 1,689 | -4 | -0.2% | -$277 | 减仓 |
| BLV | Vanguard Long-Term Bond ETF | $11.71万 | 0.07% | 1,703 | 148 | 9.5% | $1.02万 | 加仓 |
| SPTS | ST STR SPDR S/T TREA ETF | $11.61万 | 0.07% | 3,979 | 26 | 0.7% | $759 | 加仓 |
| CRM | SALESFORCE INC | $11.61万 | 0.07% | 622 | -1,556 | -71.4% | -$29.05万 | 减仓 |
| EBND | SPDR BLOOMBERG BARCLAYS EM LOCAL BD | $11.40万 | 0.07% | 5,523 | -885 | -13.8% | -$1.83万 | 减仓 |
| TFI | ST STR NUV ICE MUNI ETF | $11.18万 | 0.07% | 2,466 | -6,933 | -73.8% | -$31.43万 | 减仓 |
| VO | VANGUARD MID CAP ETF | $11.17万 | 0.07% | 389 | -57 | -12.8% | -$1.64万 | 减仓 |
| XEL | XCEL ENERGY INC | $11.08万 | 0.07% | 1,395 | 35 | 2.6% | $2,780 | 加仓 |
| — | QORVO INC | $11.07万 | 0.07% | 1,430 | -625 | -30.4% | -$4.84万 | 减仓 |
| EIX | EDISON INTL | $11.05万 | 0.07% | 1,510 | 180 | 13.5% | $1.32万 | 加仓 |
| UNM | UNUM GROUP | $10.85万 | 0.07% | 1,485 | -10 | -0.7% | -$730 | 减仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $10.74万 | 0.07% | 1,447 | -98 | -6.3% | -$7,275 | 减仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS AS ETF | $10.69万 | 0.07% | 1,117 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corp. COM | $10.58万 | 0.07% | 379 | 193 | 103.8% | $5.39万 | 加仓 |
| — | T. Rowe Price Blue Chip Growth I | $10.47万 | 0.07% | 556 | 0 | 0.0% | — | 不变 |
| PZA | INV NATL AMT FRE MUN ETF | $10.42万 | 0.07% | 4,534 | -860 | -15.9% | -$1.98万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $10.00万 | 0.06% | 2,175 | 110 | 5.3% | $5,057 | 加仓 |
| TD | TORONTO DOMINION BK | $9.98万 | 0.06% | 1,070 | -34 | -3.1% | -$3,173 | 减仓 |
| AMGN | AMGEN INC | $9.93万 | 0.06% | 282 | 24 | 9.3% | $8,450 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $9.90万 | 0.06% | 243 | 5 | 2.1% | $2,036 | 加仓 |
| XLSR | SPDR SSGA US Sector Rotation ETF | $9.86万 | 0.06% | 1,707 | -17 | -1.0% | -$982 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $9.73万 | 0.06% | 1,080 | -30 | -2.7% | -$2,703 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $9.56万 | 0.06% | 340 | 15 | 4.6% | $4,216 | 加仓 |
| AEE | AMEREN CORP | $9.12万 | 0.06% | 830 | 32 | 4.0% | $3,517 | 加仓 |
| HAL | HALLIBURTON COMPANY | $9.08万 | 0.06% | 2,328 | 1,963 | 537.8% | $7.65万 | 加仓 |
| G | GENPACT LTD | $8.87万 | 0.06% | 2,380 | 557 | 30.6% | $2.07万 | 加仓 |
| SO | SOUTHERN COMPANY | $8.85万 | 0.06% | 917 | -179 | -16.3% | -$1.73万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $8.81万 | 0.06% | 483 | 82 | 20.4% | $1.50万 | 加仓 |
| BA | BOEING COMPANY | $8.80万 | 0.06% | 442 | 125 | 39.4% | $2.49万 | 加仓 |
| OKE | ONEOK INC | $8.77万 | 0.05% | 970 | 80 | 9.0% | $7,231 | 加仓 |
| MDT | MEDTRONIC PLC | $8.75万 | 0.05% | 1,010 | 0 | 0.0% | — | 不变 |
| MBB | ISHS MBS ETF | $8.60万 | 0.05% | 906 | -8 | -0.9% | -$760 | 减仓 |
| TM | TOYOTA MOTOR ADR REP 10 CORP | $8.41万 | 0.05% | 408 | 2 | 0.5% | $412 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $8.11万 | 0.05% | 1,379 | 1,379 | — | $8.11万 | 新建仓 |
| — | Columbia Total Return Muncpl Inc A | $8.06万 | 0.05% | 6,953 | 63 | 0.9% | $731 | 加仓 |
| BIIB | BIOGEN INC | $8.01万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $7.97万 | 0.05% | 392 | -173 | -30.6% | -$3.52万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC A | $7.95万 | 0.05% | 1,657 | -56 | -3.3% | -$2,686 | 减仓 |
| HSY | HERSHEY COMPANY | $7.94万 | 0.05% | 382 | 101 | 35.9% | $2.10万 | 加仓 |
| WELL | WELLTOWER INC | $7.93万 | 0.05% | 401 | 144 | 56.0% | $2.85万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ADR | $7.77万 | 0.05% | 3,587 | -2,079 | -36.7% | -$4.50万 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $7.66万 | 0.05% | 319 | -103 | -24.4% | -$2.47万 | 减仓 |
| SAN | BANCO SANTANDER S A ADR | $7.63万 | 0.05% | 6,761 | -221 | -3.2% | -$2,493 | 减仓 |
| SMFG | SUMITOMO MITSUI FINL | $7.58万 | 0.05% | 3,838 | -204 | -5.0% | -$4,029 | 减仓 |
| DVY | ISHS SEL DIV ETF | $7.48万 | 0.05% | 494 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $7.37万 | 0.05% | 705 | 480 | 213.3% | $5.02万 | 加仓 |
| — | Nuveen Core Impact Bond R6 | $7.36万 | 0.05% | 8,152 | 42 | 0.5% | $379 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $7.34万 | 0.05% | 351 | -9 | -2.5% | -$1,881 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $7.33万 | 0.05% | 172 | 0 | 0.0% | — | 不变 |
| NGG | NATL GRID ADR NEW 2017 | $7.33万 | 0.05% | 866 | -29 | -3.2% | -$2,453 | 减仓 |
| MUB | iShares National Muni Bond ETF | $7.30万 | 0.05% | 688 | -439 | -39.0% | -$4.66万 | 减仓 |
| ZTS | ZOETIS, INC. | $7.21万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $7.15万 | 0.04% | 355 | 9 | 2.6% | $1,814 | 加仓 |
| CHKP | CHECK POINT SFTWARE TECH | $7.07万 | 0.04% | 495 | 266 | 116.2% | $3.80万 | 加仓 |
| RY | ROYAL BANK CDA MONTREAL | $6.99万 | 0.04% | 432 | -14 | -3.1% | -$2,265 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $6.96万 | 0.04% | 725 | 19 | 2.7% | $1,824 | 加仓 |
| FN | FABRINET | $6.94万 | 0.04% | 133 | -78 | -37.0% | -$4.07万 | 减仓 |
| ABNB | AIRBNB INC CL A | $6.76万 | 0.04% | 535 | -599 | -52.8% | -$7.56万 | 减仓 |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | $6.48万 | 0.04% | 701 | -4 | -0.6% | -$370 | 减仓 |
| GE | GE Aerospace | $6.44万 | 0.04% | 227 | -237 | -51.1% | -$6.73万 | 减仓 |
| MCK | MCKESSON CORP | $6.40万 | 0.04% | 74 | -42 | -36.2% | -$3.63万 | 减仓 |
| — | Parnassus Core Equity Institutional | $6.24万 | 0.04% | 1,184 | 1 | 0.1% | $53 | 加仓 |
| AFL | AFLAC INC | $6.20万 | 0.04% | 565 | 18 | 3.3% | $1,975 | 加仓 |
| EBAY | EBAY INC | $6.15万 | 0.04% | 676 | 676 | — | $6.15万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $6.10万 | 0.04% | 944 | 944 | — | $6.10万 | 新建仓 |
| CLS | CELESTICA INC | $6.06万 | 0.04% | 215 | -5 | -2.3% | -$1,408 | 减仓 |
| ORCL | ORACLE CORP | $6.05万 | 0.04% | 411 | -1,578 | -79.3% | -$23.21万 | 减仓 |
| MRSH | MARSH | $6.00万 | 0.04% | 346 | -60 | -14.8% | -$1.04万 | 减仓 |
| FISR | SPDR SSGA Fixed Inc Sect Rotation ETF | $5.97万 | 0.04% | 2,323 | 124 | 5.6% | $3,189 | 加仓 |
| RWR | ST STR SPDR DJ REIT ETF | $5.96万 | 0.04% | 590 | -294 | -33.3% | -$2.97万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $5.85万 | 0.04% | 419 | 419 | — | $5.85万 | 新建仓 |
| WSO | WATSCO INC A | $5.82万 | 0.04% | 160 | -5 | -3.0% | -$1,819 | 减仓 |
| TAXX | BONDBLOXX IR M TAX AWR SHRT ETF | $5.77万 | 0.04% | 1,141 | 1,141 | — | $5.77万 | 新建仓 |
| RWX | ST STR SPDR DOW JONE ETF | $5.65万 | 0.04% | 2,122 | -227 | -9.7% | -$6,042 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $5.64万 | 0.04% | 709 | -397 | -35.9% | -$3.16万 | 减仓 |
| SPG | SIMON PPTY GRP INC NEW | $5.63万 | 0.04% | 302 | 10 | 3.4% | $1,865 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $5.63万 | 0.04% | 405 | 39 | 10.7% | $5,418 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5.61万 | 0.04% | 286 | 286 | — | $5.61万 | 新建仓 |
| GEV | GE Vernova Inc | $5.50万 | 0.03% | 63 | 32 | 103.2% | $2.79万 | 加仓 |
| SHEL | SHELL PLC SA | $5.40万 | 0.03% | 581 | 581 | — | $5.40万 | 新建仓 |
| BLK | BLACKROCK FDG INC | $5.39万 | 0.03% | 56 | 1 | 1.8% | $962 | 加仓 |
| PPG | PPG INDUSTRIES INC | $5.30万 | 0.03% | 496 | 496 | — | $5.30万 | 新建仓 |
| NSC | NORFOLK SOUTHERN CORP | $5.25万 | 0.03% | 183 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $5.25万 | 0.03% | 540 | -1,895 | -77.8% | -$18.42万 | 减仓 |
| IJR | ISHS CORE S&P SMCP ETF | $5.22万 | 0.03% | 420 | 69 | 19.7% | $8,577 | 加仓 |
| BBY | BEST BUY CO., INC. | $5.20万 | 0.03% | 810 | 10 | 1.2% | $642 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $5.19万 | 0.03% | 243 | -42 | -14.7% | -$8,974 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $5.15万 | 0.03% | 822 | 822 | — | $5.15万 | 新建仓 |
| DIS | WALT DISNEY CO | $5.14万 | 0.03% | 533 | -701 | -56.8% | -$6.76万 | 减仓 |
| PRIM | PRIMORIS SERVICES CORP | $5.14万 | 0.03% | 359 | 10 | 2.9% | $1,430 | 加仓 |
| CMS | CMS ENERGY CORP | $5.12万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD ADR NEW | $5.12万 | 0.03% | 1,127 | -186 | -14.2% | -$8,444 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.07万 | 0.03% | 256 | 80 | 45.5% | $1.58万 | 加仓 |