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 |
|---|---|---|---|---|---|---|---|---|
| CNX | CNX RESOURCES CORP | $2.60万 | 0.01% | 766 | 373 | 94.9% | $1.27万 | 加仓 |
| — | RBC Emerging Markets Equity I | $2.57万 | 0.01% | 1,221 | -207 | -14.5% | -$4,365 | 减仓 |
| RNG | RINGCENTRAL, INC. | $2.55万 | 0.01% | 654 | -146 | -18.2% | -$5,691 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.55万 | 0.01% | 476 | -17 | -3.4% | -$910 | 减仓 |
| OSIS | OSI SYSTEMS INC | $2.51万 | 0.01% | 115 | -56 | -32.7% | -$1.22万 | 减仓 |
| MTX | MINERALS TECHS INC | $2.51万 | 0.01% | 339 | 339 | — | $2.51万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $2.50万 | 0.01% | 275 | 80 | 41.0% | $7,259 | 加仓 |
| LHX | L3HARRIS TECH, INC. | $2.47万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC A | $2.41万 | 0.01% | 1,593 | 157 | 10.9% | $2,372 | 加仓 |
| ROK | Rockwell Automation Inc | $2.38万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $2.30万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $2.25万 | 0.01% | 418 | 34 | 8.9% | $1,828 | 加仓 |
| SN | SHARKNINJA INC | $2.22万 | 0.01% | 146 | 27 | 22.7% | $4,112 | 加仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS | $2.19万 | 0.01% | 849 | 83 | 10.8% | $2,143 | 加仓 |
| TLN | TALEN ENERGY CORP NEW | $2.19万 | 0.01% | 57 | -14 | -19.7% | -$5,380 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.16万 | 0.01% | 100 | 100 | — | $2.16万 | 新建仓 |
| NXT | NEXTPOWER INC A | $2.13万 | 0.01% | 179 | 172 | 2,457.1% | $2.05万 | 加仓 |
| IDA | IDACORP INC | $2.12万 | 0.01% | 140 | 13 | 10.2% | $1,967 | 加仓 |
| CARG | CARGURUS INC | $2.10万 | 0.01% | 617 | -30 | -4.6% | -$1,023 | 减仓 |
| SPMB | ST STR SPDR MTG BACK ETF | $2.07万 | 0.01% | 930 | -86 | -8.5% | -$1,919 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $2.05万 | 0.01% | 53 | 4 | 8.2% | $1,547 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $2.03万 | 0.01% | 158 | 150 | 1,875.0% | $1.93万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS A | $1.99万 | 0.01% | 779 | 268 | 52.4% | $6,856 | 加仓 |
| PODD | INSULET CORP | $1.93万 | 0.01% | 127 | 127 | — | $1.93万 | 新建仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY TRUS | $1.90万 | 0.01% | 638 | 61 | 10.6% | $1,821 | 加仓 |
| DE | DEERE & CO | $1.90万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.89万 | 0.01% | 860 | 400 | 87.0% | $8,776 | 加仓 |
| FHI | FEDERATED HERMES INC | $1.84万 | 0.01% | 334 | 32 | 10.6% | $1,767 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1.83万 | 0.01% | 1,360 | -520 | -27.7% | -$6,999 | 减仓 |
| SNDK | SANDISK CORP | $1.82万 | 0.01% | 8 | 8 | — | $1.82万 | 新建仓 |
| CHRD | CHORD ENERGY CORP NEW | $1.82万 | 0.01% | 159 | 159 | — | $1.82万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.80万 | 0.01% | 195 | -2,100 | -91.5% | -$19.34万 | 减仓 |
| BALL | BALL CORP | $1.79万 | 0.01% | 287 | 28 | 10.8% | $1,747 | 加仓 |
| PHM | PULTEGROUP INC | $1.78万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $1.77万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.77万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.73万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.70万 | 0.01% | 60 | 30 | 100.0% | $8,490 | 加仓 |
| COP | CONOCOPHILLIPS | $1.67万 | 0.01% | 161 | -3 | -1.8% | -$312 | 减仓 |
| MYRG | MYR GROUP INC DE | $1.65万 | 0.01% | 33 | 33 | — | $1.65万 | 新建仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $1.62万 | 0.01% | 552 | 81 | 17.2% | $2,372 | 加仓 |
| AMT | AMERICAN TOWER CORPORATION | $1.55万 | 0.01% | 95 | 60 | 171.4% | $9,814 | 加仓 |
| — | Invesco Floating Rate ESG Y | $1.55万 | 0.01% | 2,475 | -7 | -0.3% | -$44 | 减仓 |
| CVS | CVS HEALTH CORP | $1.45万 | 0.01% | 140 | -20 | -12.5% | -$2,069 | 减仓 |
| GM | GENERAL MOTORS CO | $1.43万 | 0.01% | 185 | 40 | 27.6% | $3,083 | 加仓 |
| HE | Hawaiian Electric Industries Inc | $1.42万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORP | $1.40万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETF | $1.39万 | 0.01% | 276 | -1 | -0.4% | -$50 | 减仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1.39万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1.38万 | 0.01% | 165 | 40 | 32.0% | $3,343 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.38万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| — | Impax Small Cap Institutional | $1.36万 | 0.01% | 590 | -25 | -4.1% | -$576 | 减仓 |
| ENB | Enbridge Inc Com | $1.33万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| IGSB | iShares 1-5 Year invmt Grd Corp Bd ETF | $1.30万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.26万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1.23万 | 0.01% | 47 | -2 | -4.1% | -$522 | 减仓 |
| CW | CURTISS WRIGHT CORP DE | $1.21万 | 0.01% | 16 | -1 | -5.9% | -$758 | 减仓 |
| JIRE | JPMORGAN INTERN RESRCH ENH EQT ETF | $1.20万 | 0.01% | 145 | -5 | -3.3% | -$412 | 减仓 |
| SLM | SLM CORP | $1.20万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.19万 | 0.01% | 69 | -2 | -2.8% | -$345 | 减仓 |
| GVI | ISHS INTRM GOV CRDT ETF | $1.17万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| — | Cohen & Steers Tot Ret Realty | $1.13万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | Nuveen Large Cap Responsible Eq A | $1.11万 | 0.01% | 420 | -36 | -7.9% | -$953 | 减仓 |
| VTR | VENTAS INC | $1.11万 | 0.01% | 125 | 22 | 21.4% | $1,954 | 加仓 |
| UL | Unilever PLC ADR | $1.06万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| RL | POLO RALPH LAUREN CORP | $1.04万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.02万 | 0.01% | 38 | 11 | 40.7% | $2,954 | 加仓 |
| SJM | SMUCKER JM COMPANY NEW | $1.01万 | 0.01% | 90 | 90 | — | $1.01万 | 新建仓 |
| DCRE | DOUBLELINE COM REAL EST DEBT ETF | $1.01万 | 0.01% | 194 | -219 | -53.0% | -$1.13万 | 减仓 |
| IVZ | INVESCO LTD | $1.00万 | 0.01% | 380 | 320 | 533.3% | $8,445 | 加仓 |
| NNN | NNN REIT INC | $1.00万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| XLF | FINL SEL SECT SPDR ETF | $9,918 | 0.01% | 185 | -18 | -8.9% | -$965 | 减仓 |
| IWN | iShares Russell 2000 Value ETF | $9,733 | 0.01% | 44 | -45 | -50.6% | -$9,954 | 减仓 |
| FOXA | FOX CORP | $9,702 | 0.01% | 186 | 1 | 0.5% | $52 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $9,466 | 0.01% | 35 | 20 | 133.3% | $5,409 | 加仓 |
| — | LXP Industrial Trust | $9,052 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $8,942 | 0.01% | 30 | -95 | -76.0% | -$2.83万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $8,856 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $8,851 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEV CORP NEW | $8,747 | 0.00% | 91 | -1 | -1.1% | -$96 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $8,245 | 0.00% | 94 | -36 | -27.7% | -$3,158 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $8,038 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CL | COLGATEPALMOLIVE COMPANY | $7,793 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IN | $7,459 | 0.00% | 211 | 211 | — | $7,459 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | $7,444 | 0.00% | 78 | 78 | — | $7,444 | 新建仓 |
| — | Burnham Holdings Inc | $7,141 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6,818 | 0.00% | 73 | -38 | -34.2% | -$3,549 | 减仓 |
| PSX | PHILLIPS 66 | $6,763 | 0.00% | 40 | 30 | 300.0% | $5,072 | 加仓 |
| BAM | BROOKFIELD ASSET MNGMT CL A | $6,728 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BAB | Invesco Taxable Municipal Bond ETF | $6,468 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $6,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $6,240 | 0.00% | 46 | -94 | -67.1% | -$1.28万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6,238 | 0.00% | 35 | 10 | 40.0% | $1,782 | 加仓 |
| SPHY | STATE SRT SPDR PRTFL HGH YLD BND ETF | $6,189 | 0.00% | 264 | -9 | -3.3% | -$211 | 减仓 |
| COWG | PACER US LRGE CAP CSH COWS ETF | $6,101 | 0.00% | 152 | 95 | 166.7% | $3,813 | 加仓 |
| FISV | FISERV INC | $6,033 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VKQ | Invesco Municipal Trust | $5,974 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $5,963 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5,890 | 0.00% | 19 | 16 | 533.3% | $4,960 | 加仓 |
| STZ | CONSTELLATION BRANDS A | $5,564 | 0.00% | 40 | 0 | 0.0% | — | 不变 |