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 |
|---|---|---|---|---|---|---|---|---|
| SW | SMURFIT WESTROCK PLC | $13.14万 | 0.07% | 2,840 | -150 | -5.0% | -$6,939 | 减仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS AS ETF | $13.06万 | 0.07% | 1,117 | 0 | 0.0% | — | 不变 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $12.94万 | 0.07% | 682 | 71 | 11.6% | $1.35万 | 加仓 |
| AZN | ASTRAZENECA PLC | $12.84万 | 0.07% | 677 | 67 | 11.0% | $1.27万 | 加仓 |
| GIS | GENERAL MILLS INC | $12.67万 | 0.07% | 3,640 | -25 | -0.7% | -$870 | 减仓 |
| VLO | VALERO ENERGY CORP | $12.63万 | 0.07% | 485 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $12.49万 | 0.07% | 536 | 53 | 11.0% | $1.24万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $12.31万 | 0.07% | 2,610 | 80 | 3.2% | $3,773 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A INC | $12.30万 | 0.07% | 1,054 | 64 | 6.5% | $7,467 | 加仓 |
| VO | VANGUARD MID CAP ETF | $12.22万 | 0.07% | 1,517 | -39 | -2.5% | -$3,142 | 减仓 |
| EPP | ISHS PAC EX JPN ETF | $12.00万 | 0.07% | 2,253 | 1,974 | 707.5% | $10.51万 | 加仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $11.96万 | 0.07% | 1,372 | -75 | -5.2% | -$6,538 | 减仓 |
| — | T. Rowe Price Blue Chip Growth I | $11.86万 | 0.07% | 556 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $11.80万 | 0.07% | 1,620 | -1,104 | -40.5% | -$8.04万 | 减仓 |
| SPTS | ST STR SPDR S/T TREA ETF | $11.77万 | 0.07% | 4,058 | 79 | 2.0% | $2,292 | 加仓 |
| EBND | SPDR Blmbg Em Mkts Lcl Bd ETF | $11.65万 | 0.07% | 5,570 | 47 | 0.9% | $983 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $11.64万 | 0.07% | 1,080 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $11.61万 | 0.07% | 413 | 248 | 150.3% | $6.97万 | 加仓 |
| UNP | UNION PACIFIC CORP | $11.53万 | 0.07% | 424 | 265 | 166.7% | $7.21万 | 加仓 |
| SLB | SLB LTD | $11.38万 | 0.06% | 2,448 | -2,161 | -46.9% | -$10.05万 | 减仓 |
| TD | TORONTO DOMINION BK | $11.26万 | 0.06% | 927 | -143 | -13.4% | -$1.74万 | 减仓 |
| EIX | EDISON INTL | $11.24万 | 0.06% | 1,510 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $11.19万 | 0.06% | 558 | -2,374 | -81.0% | -$47.63万 | 减仓 |
| XLSR | SPDR SSGA US Sector Rotation ETF | $11.07万 | 0.06% | 1,707 | 0 | 0.0% | — | 不变 |
| BLV | Vanguard Long-Term Bond ETF | $11.07万 | 0.06% | 1,606 | -97 | -5.7% | -$6,686 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $11.06万 | 0.06% | 636 | 217 | 51.8% | $3.77万 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $10.99万 | 0.06% | 2,205 | 30 | 1.4% | $1,495 | 加仓 |
| XEL | XCEL ENERGY INC | $10.80万 | 0.06% | 1,345 | -50 | -3.6% | -$4,015 | 减仓 |
| AEE | AMEREN CORP | $10.46万 | 0.06% | 925 | 95 | 11.4% | $1.07万 | 加仓 |
| VRTX | VERTEX PHARMS INC | $10.43万 | 0.06% | 210 | -667 | -76.1% | -$33.13万 | 减仓 |
| SAN | BANCO SANTANDER S A ADR | $10.37万 | 0.06% | 7,512 | 751 | 11.1% | $1.04万 | 加仓 |
| SO | SOUTHERN COMPANY | $10.36万 | 0.06% | 1,082 | 165 | 18.0% | $1.58万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC A | $10.31万 | 0.06% | 1,838 | 181 | 10.9% | $1.01万 | 加仓 |
| SMFG | SUMITOMO MITSUI FINL | $10.01万 | 0.06% | 4,246 | 408 | 10.6% | $9,621 | 加仓 |
| CRM | SALESFORCE INC | $9.98万 | 0.06% | 637 | 15 | 2.4% | $2,350 | 加仓 |
| TFI | SPDR Nuveen ICE Municipal Bond ETF | $9.96万 | 0.06% | 2,174 | -292 | -11.8% | -$1.34万 | 减仓 |
| RY | ROYAL BANK CDA MONTREAL | $9.91万 | 0.06% | 479 | 47 | 10.9% | $9,728 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $9.68万 | 0.05% | 1,539 | 160 | 11.6% | $1.01万 | 加仓 |
| AMGN | AMGEN INC | $9.49万 | 0.05% | 262 | -20 | -7.1% | -$7,242 | 减仓 |
| BCS | BARCLAYS PLC ADR | $9.46万 | 0.05% | 3,523 | 1,402 | 66.1% | $3.77万 | 加仓 |
| WELL | WELLTOWER INC | $9.44万 | 0.05% | 416 | 15 | 3.7% | $3,405 | 加仓 |
| BIIB | BIOGEN INC | $9.44万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLBL MKTS INC | $9.42万 | 0.05% | 388 | 48 | 14.1% | $1.16万 | 加仓 |
| BA | BOEING COMPANY | $9.05万 | 0.05% | 418 | -24 | -5.4% | -$5,195 | 减仓 |
| CLS | CELESTICA INC | $8.76万 | 0.05% | 240 | 25 | 11.6% | $9,120 | 加仓 |
| HAL | HALLIBURTON COMPANY | $8.70万 | 0.05% | 2,564 | 236 | 10.1% | $8,012 | 加仓 |
| MBB | ISHS MBS ETF | $8.70万 | 0.05% | 920 | 14 | 1.5% | $1,323 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $8.69万 | 0.05% | 388 | -4 | -1.0% | -$896 | 减仓 |
| HCA | HCA HEALTHCARE INC | $8.58万 | 0.05% | 220 | -400 | -64.5% | -$15.60万 | 减仓 |
| SNOW | SNOWFLAKE INC | $8.55万 | 0.05% | 336 | 122 | 57.0% | $3.11万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8.54万 | 0.05% | 688 | 0 | 0.0% | — | 不变 |
| PZA | INV NATL AMT FRE MUN ETF | $8.46万 | 0.05% | 3,599 | -935 | -20.6% | -$2.20万 | 减仓 |
| EBAY | EBAY INC | $8.39万 | 0.05% | 751 | 75 | 11.1% | $8,382 | 加仓 |
| FN | FABRINET | $8.37万 | 0.05% | 149 | 16 | 12.0% | $8,993 | 加仓 |
| — | Columbia Total Return Muncpl Inc A | $8.33万 | 0.05% | 7,023 | 70 | 1.0% | $830 | 加仓 |
| BWA | BORG WARNER INC | $8.26万 | 0.05% | 1,244 | 1,244 | — | $8.26万 | 新建仓 |
| OKE | ONEOK INC | $8.09万 | 0.05% | 930 | -40 | -4.1% | -$3,478 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $7.82万 | 0.04% | 388 | 37 | 10.5% | $7,459 | 加仓 |
| DVY | ISHS SEL DIV ETF | $7.72万 | 0.04% | 494 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7.71万 | 0.04% | 376 | -146 | -28.0% | -$2.99万 | 减仓 |
| ABNB | AIRBNB INC CL A | $7.66万 | 0.04% | 535 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GRP INC NEW | $7.54万 | 0.04% | 337 | 35 | 11.6% | $7,828 | 加仓 |
| HSY | HERSHEY COMPANY | $7.51万 | 0.04% | 428 | 46 | 12.0% | $8,071 | 加仓 |
| CEG | Constellation Energy Corp. COM | $7.50万 | 0.04% | 302 | -77 | -20.3% | -$1.91万 | 减仓 |
| — | Nuveen Core Impact Bond R6 | $7.50万 | 0.04% | 8,318 | 166 | 2.0% | $1,496 | 加仓 |
| MCHP | MICROCHIP TECH INC | $7.42万 | 0.04% | 814 | -130 | -13.8% | -$1.19万 | 减仓 |
| AFL | AFLAC INC | $7.39万 | 0.04% | 630 | 65 | 11.5% | $7,621 | 加仓 |
| STM | STMICROELECTRONICS N V | $7.32万 | 0.04% | 977 | 977 | — | $7.32万 | 新建仓 |
| IQV | IQVIA HLDGS, INC. | $7.25万 | 0.04% | 375 | 375 | — | $7.25万 | 新建仓 |
| ORCL | ORACLE CORP | $7.08万 | 0.04% | 483 | 72 | 17.5% | $1.06万 | 加仓 |
| GE | GE Aerospace | $7.06万 | 0.04% | 189 | -38 | -16.7% | -$1.42万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORP | $7.06万 | 0.04% | 439 | 34 | 8.4% | $5,465 | 加仓 |
| MDT | MEDTRONIC PLC | $7.04万 | 0.04% | 900 | -110 | -10.9% | -$8,606 | 减仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $7.03万 | 0.04% | 747 | 79 | 11.8% | $7,435 | 加仓 |
| SHEL | SHELL PLC SA | $7.01万 | 0.04% | 904 | 323 | 55.6% | $2.50万 | 加仓 |
| NOW | SERVICENOW INC | $6.98万 | 0.04% | 703 | -2 | -0.3% | -$199 | 减仓 |
| — | Parnassus Core Equity Institutional | $6.94万 | 0.04% | 1,127 | -57 | -4.8% | -$3,508 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $6.84万 | 0.04% | 1,432 | 132 | 10.2% | $6,303 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.80万 | 0.04% | 321 | 35 | 12.2% | $7,419 | 加仓 |
| PPG | PPG INDUSTRIES INC | $6.71万 | 0.04% | 553 | 57 | 11.5% | $6,913 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ADR | $6.68万 | 0.04% | 2,664 | -923 | -25.7% | -$2.31万 | 减仓 |
| WSO | WATSCO INC A | $6.67万 | 0.04% | 160 | 0 | 0.0% | — | 不变 |
| — | Impax US Sustainable Economy Instl | $6.67万 | 0.04% | 2,201 | 2,201 | — | $6.67万 | 新建仓 |
| TILE | INTERFACE INC | $6.61万 | 0.04% | 1,845 | 170 | 10.1% | $6,093 | 加仓 |
| SU | SUNCOR ENERGY INC | $6.58万 | 0.04% | 1,226 | 531 | 76.4% | $2.85万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $6.46万 | 0.04% | 617 | 617 | — | $6.46万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $6.14万 | 0.03% | 383 | 28 | 7.9% | $4,488 | 加仓 |
| DELL | DELL TECHNOLOGIES, INC. | $6.13万 | 0.03% | 142 | 142 | — | $6.13万 | 新建仓 |
| RWX | ST STR SPDR DOW JONE ETF | $6.07万 | 0.03% | 2,248 | 126 | 5.9% | $3,403 | 加仓 |
| BLK | BLACKROCK FDG INC | $6.06万 | 0.03% | 63 | 7 | 12.5% | $6,732 | 加仓 |
| MUB | iShares National Muni Bond ETF | $5.96万 | 0.03% | 554 | -134 | -19.5% | -$1.44万 | 减仓 |
| BG | BUNGE GLOBAL SA | $5.93万 | 0.03% | 556 | 486 | 694.3% | $5.19万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $5.89万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY CO., INC. | $5.84万 | 0.03% | 770 | -40 | -4.9% | -$3,035 | 减仓 |
| YOU | CLEAR SECURE INC A | $5.80万 | 0.03% | 1,040 | 83 | 8.7% | $4,626 | 加仓 |
| CRL | CHARLES RVR LAB INTL | $5.78万 | 0.03% | 255 | 29 | 12.8% | $6,577 | 加仓 |
| ALC | ALCON INC | $5.75万 | 0.03% | 857 | 857 | — | $5.75万 | 新建仓 |
| DIS | WALT DISNEY CO | $5.73万 | 0.03% | 595 | 62 | 11.6% | $5,968 | 加仓 |
| NRG | NRG ENERGY INC NEW | $5.67万 | 0.03% | 388 | 263 | 210.4% | $3.84万 | 加仓 |
| EME | EMCOR GROUP INC | $5.64万 | 0.03% | 68 | 9 | 15.3% | $7,469 | 加仓 |