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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELD CL A | $4.96万 | 0.03% | 250 | -443 | -63.9% | -$8.78万 | 减仓 |
| UGI | UGI CORP NEW | $4.95万 | 0.03% | 1,360 | 130 | 10.6% | $4,735 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $4.77万 | 0.03% | 515 | -15 | -2.8% | -$1,390 | 减仓 |
| LGND | LIGAND PHARMS INC NEW | $4.75万 | 0.03% | 238 | 10 | 4.4% | $1,996 | 加仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $4.75万 | 0.03% | 668 | 668 | — | $4.75万 | 新建仓 |
| YOU | CLEAR SECURE INC A | $4.63万 | 0.03% | 957 | 206 | 27.4% | $9,973 | 加仓 |
| SU | SUNCOR ENERGY INC | $4.59万 | 0.03% | 695 | -515 | -42.6% | -$3.40万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $4.54万 | 0.03% | 171 | 2 | 1.2% | $531 | 加仓 |
| BNY | THE BANK OF NEW YORK MELLON CORP | $4.51万 | 0.03% | 381 | 201 | 111.7% | $2.38万 | 加仓 |
| PLMR | PALOMAR HOLDINGS INC | $4.49万 | 0.03% | 376 | 90 | 31.5% | $1.08万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $4.49万 | 0.03% | 2,121 | 1,294 | 156.5% | $2.74万 | 加仓 |
| BGRN | iShares Trust iShares USD Green Bond ETF | $4.47万 | 0.03% | 941 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $4.44万 | 0.03% | 1,300 | 58 | 4.7% | $1,980 | 加仓 |
| VCIT | VANGUARD INTERM-TM CORP BD IDX | $4.44万 | 0.03% | 536 | -175 | -24.6% | -$1.45万 | 减仓 |
| EME | EMCOR GROUP INC | $4.36万 | 0.03% | 59 | 4 | 7.3% | $2,953 | 加仓 |
| PRDO | PERDOCEO EDUCATION CORP | $4.29万 | 0.03% | 1,154 | 74 | 6.9% | $2,754 | 加仓 |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | $4.27万 | 0.03% | 300 | 1 | 0.3% | $142 | 加仓 |
| GOOG | ALPHABET INC C | $4.25万 | 0.03% | 148 | -15 | -9.2% | -$4,303 | 减仓 |
| — | American Funds Invmt Co of Amer F2 | $4.24万 | 0.03% | 714 | 2 | 0.3% | $119 | 加仓 |
| TILE | INTERFACE INC | $4.17万 | 0.03% | 1,675 | 33 | 2.0% | $822 | 加仓 |
| BBHY | JPMORGAN BETA YIELD CORP BND ETF | $4.17万 | 0.03% | 909 | -651 | -41.7% | -$2.98万 | 减仓 |
| KEY | KEYCORP NEW | $4.15万 | 0.03% | 2,070 | 230 | 12.5% | $4,612 | 加仓 |
| SPBO | STATE STRET SPDR PRTFL CRPRT BND ETF | $4.14万 | 0.03% | 1,426 | 437 | 44.2% | $1.27万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $4.07万 | 0.03% | 180 | 107 | 146.6% | $2.42万 | 加仓 |
| EVTC | EVERTEC INC | $4.03万 | 0.03% | 1,428 | 103 | 7.8% | $2,907 | 加仓 |
| — | Parnassus Mid Cap Institutional | $3.98万 | 0.02% | 1,058 | -21 | -1.9% | -$791 | 减仓 |
| VIRT | VIRTU FINANCIAL INC A | $3.94万 | 0.02% | 896 | 63 | 7.6% | $2,771 | 加仓 |
| PLAB | PHOTRONICS INC | $3.92万 | 0.02% | 969 | 385 | 65.9% | $1.56万 | 加仓 |
| CRL | CHARLES RVR LAB INTL | $3.90万 | 0.02% | 226 | 108 | 91.5% | $1.86万 | 加仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $3.89万 | 0.02% | 304 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS. DISCOVERY SRS A | $3.88万 | 0.02% | 1,412 | -235 | -14.3% | -$6,453 | 减仓 |
| CNO | CNO FINANCIAL GROUP INC | $3.87万 | 0.02% | 943 | 75 | 8.6% | $3,080 | 加仓 |
| UNP | UNION PACIFIC CORP | $3.86万 | 0.02% | 159 | 55 | 52.9% | $1.34万 | 加仓 |
| VMRK | Equity Residential | $3.84万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $3.82万 | 0.02% | 1,674 | -54 | -3.1% | -$1,231 | 减仓 |
| BWX | SPDR BLMBERG INTL BD ETF | $3.79万 | 0.02% | 1,725 | -310 | -15.2% | -$6,805 | 减仓 |
| SONY | Sony Group Corp | $3.76万 | 0.02% | 1,815 | -60 | -3.2% | -$1,242 | 减仓 |
| IP | INTL PAPER COMPANY | $3.68万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $3.67万 | 0.02% | 680 | -110 | -13.9% | -$5,931 | 减仓 |
| NVS | NOVARTIS AG SPON ADR | $3.67万 | 0.02% | 240 | -182 | -43.1% | -$2.78万 | 减仓 |
| TRMK | TRUSTMARK CORP | $3.66万 | 0.02% | 868 | 51 | 6.2% | $2,149 | 加仓 |
| SHM | ST STR SPDR ICE S/T ETF | $3.64万 | 0.02% | 761 | -2,489 | -76.6% | -$11.91万 | 减仓 |
| — | Franklin MA Tax-Free Income A1 | $3.62万 | 0.02% | 3,480 | 27 | 0.8% | $281 | 加仓 |
| LOGI | LOGITECH INTL SA | $3.61万 | 0.02% | 396 | -267 | -40.3% | -$2.43万 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $3.59万 | 0.02% | 316 | -221 | -41.2% | -$2.51万 | 减仓 |
| QCOM | QUALCOMM INC | $3.58万 | 0.02% | 278 | 110 | 65.5% | $1.42万 | 加仓 |
| SIG | SIGNET JEWELERS LTD | $3.51万 | 0.02% | 415 | 47 | 12.8% | $3,978 | 加仓 |
| KB | KB FINL GRP INC SPON ADR | $3.51万 | 0.02% | 352 | 352 | — | $3.51万 | 新建仓 |
| PAYX | PAYCHEX INC | $3.50万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| KT | KT CORP SPON ADR | $3.46万 | 0.02% | 1,614 | 1,614 | — | $3.46万 | 新建仓 |
| — | American Funds Capital World Gr&Inc F2 | $3.42万 | 0.02% | 486 | 1 | 0.2% | $70 | 加仓 |
| IAGG | ISHS INTL AGGREG BD ETF | $3.40万 | 0.02% | 680 | 353 | 108.0% | $1.77万 | 加仓 |
| BIDU | BAIDU INC A SPON ADR | $3.39万 | 0.02% | 304 | 304 | — | $3.39万 | 新建仓 |
| BRC | BRADY CORP CL A | $3.38万 | 0.02% | 416 | 27 | 6.9% | $2,194 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $3.36万 | 0.02% | 1,358 | 1,358 | — | $3.36万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS | $3.35万 | 0.02% | 518 | 150 | 40.8% | $9,694 | 加仓 |
| MMM | 3M COMPANY | $3.34万 | 0.02% | 230 | 175 | 318.2% | $2.54万 | 加仓 |
| GRMN | GARMIN LTD | $3.34万 | 0.02% | 144 | -6 | -4.0% | -$1,392 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.34万 | 0.02% | 550 | 110 | 25.0% | $6,673 | 加仓 |
| BX | BLACKSTONE INC A | $3.33万 | 0.02% | 290 | 100 | 52.6% | $1.15万 | 加仓 |
| VRT | VERTIV HLDGS LLC A | $3.33万 | 0.02% | 133 | 10 | 8.1% | $2,506 | 加仓 |
| SON | SONOCO PRODUCTS CO | $3.33万 | 0.02% | 615 | -20 | -3.1% | -$1,082 | 减仓 |
| FIVN | FIVE9 INC | $3.28万 | 0.02% | 2,163 | 845 | 64.1% | $1.28万 | 加仓 |
| CRH | CRH PLC | $3.28万 | 0.02% | 312 | -1,071 | -77.4% | -$11.26万 | 减仓 |
| LAZ | LAZARD INC | $3.27万 | 0.02% | 770 | -45 | -5.5% | -$1,912 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV | $3.25万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| IJT | ISHS S&P SMCP600 GRW ETF | $3.24万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.23万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $3.21万 | 0.02% | 245 | 85 | 53.1% | $1.12万 | 加仓 |
| APD | AIR PDTS & CHEMICALS INC | $3.20万 | 0.02% | 110 | 10 | 10.0% | $2,905 | 加仓 |
| WPC | W.P. Carey Inc | $3.15万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc Class A | $3.14万 | 0.02% | 545 | 65 | 13.5% | $3,747 | 加仓 |
| GTY | GETTY REALTY CORP NEW | $3.12万 | 0.02% | 982 | 949 | 2,875.8% | $3.02万 | 加仓 |
| EWJ | ISHS MSCI JAPAN ETF | $3.04万 | 0.02% | 360 | 360 | — | $3.04万 | 新建仓 |
| HURN | HURON CONSULTING GRP INC | $3.02万 | 0.02% | 237 | -1 | -0.4% | -$127 | 减仓 |
| RNG | RINGCENTRAL, INC. | $2.98万 | 0.02% | 800 | -191 | -19.3% | -$7,103 | 减仓 |
| CAG | CONAGRA BRANDS INC | $2.96万 | 0.02% | 1,880 | 1,880 | — | $2.96万 | 新建仓 |
| LHX | L3HARRIS TECH, INC. | $2.93万 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECH INC | $2.84万 | 0.02% | 98 | 7 | 7.7% | $2,032 | 加仓 |
| — | PIMCO Low Duration ESG Institutional | $2.84万 | 0.02% | 3,089 | 27 | 0.9% | $248 | 加仓 |
| CMCSA | COMCAST CORP A NEW | $2.81万 | 0.02% | 980 | -36 | -3.5% | -$1,034 | 减仓 |
| QLYS | QUALYS INC | $2.78万 | 0.02% | 316 | -29 | -8.4% | -$2,548 | 减仓 |
| AJG | ARTHUR J GALLAGHER | $2.75万 | 0.02% | 127 | 77 | 154.0% | $1.67万 | 加仓 |
| — | CCM Community Impact Bond Institutional | $2.73万 | 0.02% | 2,847 | 25 | 0.9% | $240 | 加仓 |
| IJS | ISHS S&P SMCP600 VAL ETF | $2.65万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| — | Impax International Sust Econ Instl | $2.65万 | 0.02% | 2,191 | -46 | -2.1% | -$557 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.65万 | 0.02% | 493 | -5 | -1.0% | -$269 | 减仓 |
| — | Hartford Schroders International Stk I | $2.55万 | 0.02% | 1,220 | -17 | -1.4% | -$355 | 减仓 |
| PLXS | PLEXUS CORP | $2.47万 | 0.02% | 122 | 122 | — | $2.47万 | 新建仓 |
| FNB | F N B Corp | $2.46万 | 0.02% | 1,473 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $2.46万 | 0.02% | 384 | -67 | -14.9% | -$4,295 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $2.46万 | 0.02% | 168 | 74 | 78.7% | $1.08万 | 加仓 |
| LCII | LCI INDS | $2.45万 | 0.02% | 199 | 42 | 26.8% | $5,165 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $2.44万 | 0.02% | 390 | 390 | — | $2.44万 | 新建仓 |
| XMMO | INVESCO S AND P MIDCAP MOMNTM ETF | $2.44万 | 0.02% | 168 | 168 | — | $2.44万 | 新建仓 |
| — | RBC Emerging Markets Equity I | $2.44万 | 0.02% | 1,428 | -75 | -5.0% | -$1,279 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $2.43万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC | $2.42万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| CR | CRANE CO NEW | $2.33万 | 0.01% | 136 | 6 | 4.6% | $1,026 | 加仓 |
| SPMB | ST STR SPDR MTG BACK ETF | $2.27万 | 0.01% | 1,016 | -69 | -6.4% | -$1,545 | 减仓 |