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 |
|---|---|---|---|---|---|---|---|---|
| CART | MAPLEBEAR INC | $2.27万 | 0.01% | 606 | 240 | 65.6% | $8,990 | 重新持有 |
| TLN | TALEN ENERGY CORP NEW | $2.27万 | 0.01% | 71 | 18 | 34.0% | $5,746 | 加仓 |
| GMED | GLOBUS MED INC A NEW | $2.27万 | 0.01% | 263 | 263 | — | $2.27万 | 新建仓 |
| CARG | CARGURUS INC | $2.20万 | 0.01% | 647 | 42 | 6.9% | $1,430 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $2.20万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.16万 | 0.01% | 164 | 54 | 49.1% | $7,128 | 加仓 |
| — | American Funds American Balanced F2 | $2.16万 | 0.01% | 586 | 2 | 0.3% | $74 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $2.15万 | 0.01% | 340 | -92 | -21.3% | -$5,828 | 减仓 |
| NMRK | NEWMARK GROUP INC A | $2.15万 | 0.01% | 1,436 | 70 | 5.1% | $1,049 | 加仓 |
| DCRE | DOUBLELINE COM REAL EST DEBT ETF | $2.15万 | 0.01% | 413 | 413 | — | $2.15万 | 新建仓 |
| — | American Funds Capital Income Bldr F2 | $2.13万 | 0.01% | 274 | 2 | 0.7% | $155 | 加仓 |
| INTU | INTUIT INC | $2.12万 | 0.01% | 49 | -310 | -86.4% | -$13.40万 | 减仓 |
| — | American Funds Washington Mutual F2 | $2.11万 | 0.01% | 336 | 2 | 0.6% | $125 | 加仓 |
| SYBT | STOCK YARDS BANCORP INC | $2.06万 | 0.01% | 311 | 16 | 5.4% | $1,061 | 加仓 |
| YETI | YETI HOLDINGS INC | $2.02万 | 0.01% | 551 | -20 | -3.5% | -$732 | 减仓 |
| SNX | TD SYNNEX CORP | $2.01万 | 0.01% | 119 | 119 | — | $2.01万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $2.00万 | 0.01% | 195 | -549 | -73.8% | -$5.64万 | 减仓 |
| MCRI | MONARCH CASINO AND RESORT | $1.99万 | 0.01% | 208 | 12 | 6.1% | $1,147 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1.91万 | 0.01% | 191 | 63 | 49.2% | $6,306 | 加仓 |
| AYI | ACUITY INC | $1.91万 | 0.01% | 68 | -49 | -41.9% | -$1.37万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.86万 | 0.01% | 296 | 155 | 109.9% | $9,727 | 加仓 |
| NRG | NRG ENERGY INC NEW | $1.83万 | 0.01% | 125 | 125 | — | $1.83万 | 新建仓 |
| IDA | IDACORP INC | $1.82万 | 0.01% | 127 | -11 | -8.0% | -$1,573 | 减仓 |
| — | American Funds SMALLCAP World F2 | $1.81万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTERNATIONAL CL A INC | $1.79万 | 0.01% | 33 | -3 | -8.3% | -$1,632 | 减仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY TRUS | $1.75万 | 0.01% | 577 | -7 | -1.2% | -$213 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOME ETF | $1.74万 | 0.01% | 383 | 383 | — | $1.74万 | 新建仓 |
| ROK | Rockwell Automation Inc | $1.72万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $1.71万 | 0.01% | 302 | -98 | -24.5% | -$5,558 | 减仓 |
| DE | DEERE & CO | $1.69万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value ETF | $1.69万 | 0.01% | 89 | -18 | -16.8% | -$3,413 | 减仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $1.67万 | 0.01% | 471 | 314 | 200.0% | $1.11万 | 加仓 |
| DTM | DT MIDSTREAM INC | $1.67万 | 0.01% | 124 | -120 | -49.2% | -$1.62万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS A | $1.61万 | 0.01% | 511 | 511 | — | $1.61万 | 新建仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.59万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1.59万 | 0.01% | 371 | -412 | -52.6% | -$1.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $1.59万 | 0.01% | 150 | 150 | — | $1.59万 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS | $1.57万 | 0.01% | 766 | 766 | — | $1.57万 | 新建仓 |
| — | Invesco Floating Rate ESG Y | $1.57万 | 0.01% | 2,482 | 49 | 2.0% | $309 | 加仓 |
| HE | Hawaiian Electric Industries Inc | $1.56万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| — | American Funds Growth Fund of Amer F2 | $1.54万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.53万 | 0.01% | 163 | -262 | -61.6% | -$2.46万 | 减仓 |
| BALL | BALL CORP | $1.53万 | 0.01% | 259 | 259 | — | $1.53万 | 新建仓 |
| PHM | PULTEGROUP INC | $1.53万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| CNX | CNX RESOURCES CORP | $1.51万 | 0.01% | 393 | 77 | 24.4% | $2,968 | 加仓 |
| ARCC | ARES CAPITAL CORP BDC | $1.50万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $1.49万 | 0.01% | 75 | -244 | -76.5% | -$4.84万 | 减仓 |
| EPP | ISHS PAC EX JPN ETF | $1.48万 | 0.01% | 279 | 279 | — | $1.48万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC | $1.44万 | 0.01% | 49 | -10 | -16.9% | -$2,934 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1.44万 | 0.01% | 68 | 6 | 9.7% | $1,268 | 加仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $1.43万 | 0.01% | 492 | 492 | — | $1.43万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $1.43万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1.40万 | 0.01% | 118 | -82 | -41.0% | -$9,725 | 减仓 |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETF | $1.38万 | 0.01% | 277 | 126 | 83.4% | $6,294 | 加仓 |
| IWO | iShares Russell 2000 Growth ETF | $1.38万 | 0.01% | 44 | -8 | -15.4% | -$2,511 | 减仓 |
| ENB | Enbridge Inc Com | $1.33万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.32万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.31万 | 0.01% | 71 | 6 | 9.2% | $1,108 | 加仓 |
| IGSB | iShares 1-5 Year invmt Grd Corp Bd ETF | $1.31万 | 0.01% | 249 | -4 | -1.6% | -$210 | 减仓 |
| SN | SHARKNINJA INC | $1.26万 | 0.01% | 119 | 9 | 8.2% | $953 | 加仓 |
| FHN | FIRST HORIZON CORP | $1.24万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.20万 | 0.01% | 111 | 22 | 24.7% | $2,382 | 加仓 |
| — | Schwab Prime Advantage Money Investor | $1.19万 | 0.01% | 11,890 | 11,890 | — | $1.19万 | 新建仓 |
| GVI | ISHS INTRM GOV CRDT ETF | $1.17万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $1.16万 | 0.01% | 17 | -5 | -22.7% | -$3,405 | 减仓 |
| CVS | CVS HEALTH CORP | $1.15万 | 0.01% | 160 | 5 | 3.2% | $360 | 加仓 |
| APO | APOLLO GLOBAL MANAGEMENT | $1.15万 | 0.01% | 103 | 8 | 8.4% | $891 | 加仓 |
| JIRE | JPMORGAN INTERN RESRCH ENH EQT ETF | $1.14万 | 0.01% | 150 | -71 | -32.1% | -$5,378 | 减仓 |
| — | Impax Small Cap Institutional | $1.13万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| — | Cohen & Steers Tot Ret Realty | $1.11万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | American Funds Global Insight F-2 | $1.08万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $1.08万 | 0.01% | 185 | -8 | -4.1% | -$467 | 减仓 |
| GM | GENERAL MOTORS CO | $1.08万 | 0.01% | 145 | 90 | 163.6% | $6,705 | 加仓 |
| — | Nuveen Large Cap Responsible Eq A | $1.03万 | 0.01% | 456 | -13 | -2.8% | -$293 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $1.02万 | 0.01% | 130 | 20 | 18.2% | $1,569 | 加仓 |
| UL | Unilever PLC ADR | $1.01万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| XLF | FINL SEL SECT SPDR ETF | $1.00万 | 0.01% | 203 | 203 | — | $1.00万 | 新建仓 |
| SLM | SLM CORP | $9,870 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| — | American Funds Multi-Sector Income F-2 | $9,649 | 0.01% | 1,038 | 16 | 1.6% | $149 | 加仓 |
| APP | APPLOVIN CORP A | $9,552 | 0.01% | 24 | 24 | — | $9,552 | 新建仓 |
| COR | CENCORA INC | $9,424 | 0.01% | 30 | -7 | -18.9% | -$2,199 | 减仓 |
| — | American Funds Bond Fund of Amer F2 | $9,410 | 0.01% | 832 | 8 | 1.0% | $90 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $9,054 | 0.01% | 80 | 50 | 166.7% | $5,659 | 加仓 |
| NNN | NNN REIT INC | $9,036 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| — | American Funds Strategic Bond F-2 | $9,012 | 0.01% | 981 | 10 | 1.0% | $92 | 加仓 |
| RL | POLO RALPH LAUREN CORP | $8,944 | 0.01% | 26 | -2 | -7.1% | -$688 | 减仓 |
| SYY | SYSCO CORPORATION | $8,917 | 0.01% | 125 | 125 | — | $8,917 | 新建仓 |
| BG | BUNGE GLOBAL SA | $8,904 | 0.01% | 70 | 70 | — | $8,904 | 新建仓 |
| HPQ | HP INC | $8,837 | 0.01% | 460 | 90 | 24.3% | $1,729 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $8,580 | 0.01% | 25 | 10 | 66.7% | $3,432 | 加仓 |
| VTR | VENTAS INC | $8,423 | 0.01% | 103 | -41 | -28.5% | -$3,353 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $8,112 | 0.01% | 85 | -32 | -27.4% | -$3,054 | 减仓 |
| Q | QNITY ELECTRONICS INC | $7,961 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | Burnham Holdings Inc | $7,800 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | LXP Industrial Trust | $7,772 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $7,617 | 0.00% | 105 | -5 | -4.5% | -$363 | 减仓 |
| FNDX | SCHWAB FUNDMNTL US LARGE COM ETF | $7,464 | 0.00% | 268 | 268 | — | $7,464 | 新建仓 |
| CL | COLGATEPALMOLIVE COMPANY | $7,245 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PROPERTY GROUP REIT INC | $7,027 | 0.00% | 244 | -16 | -6.2% | -$461 | 减仓 |
| FISV | FISERV INC | $6,863 | 0.00% | 123 | 0 | 0.0% | — | 不变 |