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 |
|---|---|---|---|---|---|---|---|---|
| SNX | TD SYNNEX CORP | $5.64万 | 0.03% | 211 | 92 | 77.3% | $2.46万 | 加仓 |
| NSC | Norfolk Southern Corp | $5.60万 | 0.03% | 178 | -5 | -2.7% | -$1,573 | 减仓 |
| FISR | SPDR SSGA Fixed Inc Sect Rotation ETF | $5.57万 | 0.03% | 2,170 | -153 | -6.6% | -$3,924 | 减仓 |
| KB | KB FINL GRP INC SPON ADR | $5.54万 | 0.03% | 528 | 176 | 50.0% | $1.85万 | 加仓 |
| CPA | COPA HOLDINGS SA CL A | $5.51万 | 0.03% | 354 | 38 | 12.0% | $5,911 | 加仓 |
| PFE | PFIZER INC | $5.44万 | 0.03% | 2,258 | -10,176 | -81.8% | -$24.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP NEW | $5.42万 | 0.03% | 125 | 125 | — | $5.42万 | 新建仓 |
| CNO | CNO FINANCIAL GROUP INC | $5.32万 | 0.03% | 1,044 | 101 | 10.7% | $5,149 | 加仓 |
| PLMR | PALOMAR HOLDINGS INC | $5.26万 | 0.03% | 416 | 40 | 10.6% | $5,055 | 加仓 |
| G | GENPACT LTD | $5.24万 | 0.03% | 1,907 | -473 | -19.9% | -$1.30万 | 减仓 |
| GOOG | ALPHABET INC C | $5.23万 | 0.03% | 148 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $5.13万 | 0.03% | 373 | 57 | 18.0% | $7,837 | 加仓 |
| BRC | BRADY CORP CL A | $5.13万 | 0.03% | 560 | 144 | 34.6% | $1.32万 | 加仓 |
| CMS | CMS ENERGY CORP | $5.05万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC B | $4.90万 | 0.03% | 1,194 | -1,365 | -53.3% | -$5.60万 | 减仓 |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | $4.86万 | 0.03% | 296 | -4 | -1.3% | -$657 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $4.83万 | 0.03% | 1,427 | 935 | 190.0% | $3.16万 | 加仓 |
| XPO | XPO INC | $4.82万 | 0.03% | 235 | -730 | -75.6% | -$14.99万 | 减仓 |
| KEY | KEYCORP NEW | $4.77万 | 0.03% | 2,070 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO AND RESORT | $4.71万 | 0.03% | 358 | 150 | 72.1% | $1.97万 | 加仓 |
| UGI | UGI CORP NEW | $4.70万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $4.64万 | 0.03% | 500 | -40 | -7.4% | -$3,708 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $4.63万 | 0.03% | 440 | -75 | -14.6% | -$7,887 | 减仓 |
| BGRN | iShares Trust iShares USD Green Bond ETF | $4.61万 | 0.03% | 971 | 30 | 3.2% | $1,424 | 加仓 |
| TAXX | BONDBLOXX IR M TAX AWR SHRT ETF | $4.61万 | 0.03% | 908 | -233 | -20.4% | -$1.18万 | 减仓 |
| IP | INTL PAPER COMPANY | $4.53万 | 0.03% | 1,190 | 160 | 15.5% | $6,096 | 加仓 |
| HALO | HALOZYME THERAPEUTICS | $4.48万 | 0.03% | 572 | 54 | 10.4% | $4,227 | 加仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $4.45万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| VMRK | Equity Residential | $4.42万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC A NEW | $4.41万 | 0.03% | 558 | 295 | 112.2% | $2.33万 | 加仓 |
| VRT | VERTIV HLDGS LLC A | $4.39万 | 0.02% | 131 | -2 | -1.5% | -$670 | 减仓 |
| ZTS | ZOETIS, INC. | $4.38万 | 0.02% | 610 | 0 | 0.0% | — | 不变 |
| — | Parnassus Mid Cap Institutional | $4.38万 | 0.02% | 1,014 | -44 | -4.2% | -$1,900 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $4.36万 | 0.02% | 177 | 177 | — | $4.36万 | 新建仓 |
| WTS | WATTS WATER TECH INC | $4.27万 | 0.02% | 109 | 11 | 11.2% | $4,306 | 加仓 |
| LCII | LCI INDS | $4.15万 | 0.02% | 392 | 193 | 97.0% | $2.04万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $4.15万 | 0.02% | 236 | -20 | -7.8% | -$3,516 | 减仓 |
| LOGI | LOGITECH INTL SA | $4.15万 | 0.02% | 441 | 45 | 11.4% | $4,232 | 加仓 |
| BBHY | JPMORGAN BETA YIELD CORP BND ETF | $4.12万 | 0.02% | 893 | -16 | -1.8% | -$738 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $4.10万 | 0.02% | 1,803 | 129 | 7.7% | $2,935 | 加仓 |
| PRDO | PERDOCEO EDUCATION CORP | $4.07万 | 0.02% | 1,271 | 117 | 10.1% | $3,744 | 加仓 |
| PLXS | PLEXUS CORP | $4.03万 | 0.02% | 134 | 12 | 9.8% | $3,608 | 加仓 |
| IJT | ISHS S&P SMCP600 GRW ETF | $4.00万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $4.00万 | 0.02% | 210 | -594 | -73.9% | -$11.31万 | 减仓 |
| VCIT | VANGUARD INTERM-TM CORP BD IDX | $4.00万 | 0.02% | 484 | -52 | -9.7% | -$4,298 | 减仓 |
| EVTC | EVERTEC INC | $3.96万 | 0.02% | 1,425 | -3 | -0.2% | -$83 | 减仓 |
| NGG | NATL GRID ADR NEW 2017 | $3.91万 | 0.02% | 472 | -394 | -45.5% | -$3.27万 | 减仓 |
| EXEL | EXELIXIS INC | $3.89万 | 0.02% | 715 | 344 | 92.7% | $1.87万 | 加仓 |
| VIRT | VIRTU FINANCIAL INC A | $3.86万 | 0.02% | 648 | -248 | -27.7% | -$1.48万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $3.85万 | 0.02% | 388 | 197 | 103.1% | $1.96万 | 加仓 |
| BWX | ST STR BLMBRG INTL ETF | $3.79万 | 0.02% | 1,749 | 24 | 1.4% | $520 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES | $3.78万 | 0.02% | 224 | 224 | — | $3.78万 | 新建仓 |
| TM | TOYOTA MOTOR ADR REP 10 CORP | $3.77万 | 0.02% | 224 | -184 | -45.1% | -$3.10万 | 减仓 |
| PAYX | PAYCHEX INC | $3.74万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $3.72万 | 0.02% | 348 | 36 | 11.5% | $3,852 | 加仓 |
| — | Franklin MA Tax-Free Income A1 | $3.71万 | 0.02% | 3,508 | 28 | 0.8% | $297 | 加仓 |
| SPBO | STATE STRET SPDR PRTFL CRPRT BND ETF | $3.67万 | 0.02% | 1,263 | -163 | -11.4% | -$4,733 | 减仓 |
| GTY | GETTY REALTY CORP NEW | $3.61万 | 0.02% | 1,081 | 99 | 10.1% | $3,303 | 加仓 |
| SON | SONOCO PRODUCTS CO | $3.58万 | 0.02% | 635 | 20 | 3.3% | $1,127 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $3.57万 | 0.02% | 504 | 164 | 48.2% | $1.16万 | 加仓 |
| GFI | GOLD FIELDS LTD ADR NEW | $3.49万 | 0.02% | 1,040 | -87 | -7.7% | -$2,922 | 减仓 |
| TRMK | TRUSTMARK CORP | $3.48万 | 0.02% | 757 | -111 | -12.8% | -$5,107 | 减仓 |
| MMM | 3M COMPANY | $3.48万 | 0.02% | 215 | -15 | -6.5% | -$2,429 | 减仓 |
| BX | BLACKSTONE INC A | $3.41万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| XLV | The Health Care Select Sector SPDR ETF | $3.38万 | 0.02% | 213 | -5,825 | -96.5% | -$92.42万 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $3.36万 | 0.02% | 154 | 79 | 105.3% | $1.73万 | 加仓 |
| MDLZ | Mondelez International Inc Class A | $3.35万 | 0.02% | 580 | 35 | 6.4% | $2,024 | 加仓 |
| CR | CRANE CO NEW | $3.35万 | 0.02% | 150 | 14 | 10.3% | $3,123 | 加仓 |
| AJG | ARTHUR J GALLAGHER | $3.33万 | 0.02% | 145 | 18 | 14.2% | $4,132 | 加仓 |
| WPC | W.P. Carey Inc | $3.31万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| SHM | SPDR Nuveen ICE Short Term Muncpl Bd ETF | $3.30万 | 0.02% | 689 | -72 | -9.5% | -$3,453 | 减仓 |
| CART | MAPLEBEAR INC | $3.26万 | 0.02% | 689 | 83 | 13.7% | $3,930 | 加仓 |
| APD | AIR PDTS & CHEMICALS INC | $3.23万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| IAGG | ISHS INTL AGGREG BD ETF | $3.12万 | 0.02% | 617 | -63 | -9.3% | -$3,188 | 减仓 |
| ACN | ACCENTURE PLC IRELD CL A | $3.11万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| JD | JD.COM, INC. | $3.08万 | 0.02% | 1,209 | 1,209 | — | $3.08万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.07万 | 0.02% | 103 | 103 | — | $3.07万 | 新建仓 |
| IJS | ISHS S&P SMCP600 VAL ETF | $3.06万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $3.04万 | 0.02% | 185 | 17 | 10.1% | $2,793 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $3.04万 | 0.02% | 448 | 448 | — | $3.04万 | 新建仓 |
| YETI | YETI HOLDINGS INC | $3.00万 | 0.02% | 605 | 54 | 9.8% | $2,676 | 加仓 |
| PACS | PACS GROUP INC | $2.99万 | 0.02% | 701 | 701 | — | $2.99万 | 新建仓 |
| — | WARNER BROS. DISCOVERY SRS A | $2.89万 | 0.02% | 1,085 | -327 | -23.2% | -$8,718 | 减仓 |
| FIVN | FIVE9 INC | $2.85万 | 0.02% | 1,339 | -824 | -38.1% | -$1.76万 | 减仓 |
| XMMO | INVESCO S AND P MIDCAP MOMNTM ETF | $2.84万 | 0.02% | 167 | -1 | -0.6% | -$170 | 减仓 |
| NTCT | NETSCOUT SYSTEM INC | $2.84万 | 0.02% | 652 | 652 | — | $2.84万 | 新建仓 |
| — | Nuveen Short Duration Impact Bd R6 | $2.83万 | 0.02% | 2,926 | 2,926 | — | $2.83万 | 新建仓 |
| LAZ | LAZARD INC | $2.83万 | 0.02% | 675 | -95 | -12.3% | -$3,984 | 减仓 |
| FNB | F N B Corp | $2.81万 | 0.02% | 1,473 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP A NEW | $2.80万 | 0.02% | 1,140 | 160 | 16.3% | $3,929 | 加仓 |
| LGND | LIGAND PHARMS INC NEW | $2.78万 | 0.02% | 88 | -150 | -63.0% | -$4.74万 | 减仓 |
| — | Hartford Schroders International Stk I | $2.73万 | 0.02% | 1,164 | -56 | -4.6% | -$1,312 | 减仓 |
| — | Impax International Sust Econ Instl | $2.72万 | 0.02% | 2,047 | -144 | -6.6% | -$1,917 | 减仓 |
| — | CCM Community Impact Bond Institutional | $2.70万 | 0.02% | 2,824 | -23 | -0.8% | -$220 | 减仓 |
| SPYG | ST STR S&P 500 GRWTH ETF | $2.67万 | 0.02% | 224 | -506 | -69.3% | -$6.02万 | 重新持有 |
| FNDX | SCHWAB FUNDMNTL US LARGE COM ETF | $2.67万 | 0.02% | 857 | 589 | 219.8% | $1.83万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $2.65万 | 0.02% | 185 | -60 | -24.5% | -$8,589 | 减仓 |
| SYBT | STOCK YARDS BANCORP INC | $2.63万 | 0.01% | 344 | 33 | 10.6% | $2,524 | 加仓 |
| TGT | TARGET CORP | $2.63万 | 0.01% | 201 | 201 | — | $2.63万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $2.60万 | 0.01% | 660 | -20 | -2.9% | -$788 | 减仓 |