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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | ST STR SPDR S&P 500 ETF | $824.08万 | 4.67% | 93,773 | 4,422 | 4.9% | $38.86万 | 加仓 |
| AAPL | APPLE INC | $820.05万 | 4.65% | 28,340 | 861 | 3.1% | $24.91万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $733.89万 | 4.16% | 33,676 | -276 | -0.8% | -$6.01万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $716.47万 | 4.06% | 83,175 | -183 | -0.2% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORP | $486.34万 | 2.76% | 24,306 | 116 | 0.5% | $2.32万 | 加仓 |
| GOOGL | ALPHABET INC A | $422.48万 | 2.40% | 11,822 | -365 | -3.0% | -$13.04万 | 减仓 |
| VOO | VANGUARD S&P 500 | $348.08万 | 1.97% | 5,068 | -536 | -9.6% | -$36.81万 | 减仓 |
| SPDW | SPDR Portfolio Developed Wld ex-US ETF | $320.35万 | 1.82% | 63,574 | -17,382 | -21.5% | -$87.59万 | 减仓 |
| HYG | ISHS IBOX $ H/Y CORP ETF | $315.08万 | 1.79% | 39,400 | 772 | 2.0% | $6.17万 | 加仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $313.73万 | 1.78% | 60,590 | 2,420 | 4.2% | $12.53万 | 加仓 |
| VEA | VNGRD FTSE DEV MKTS ETF | $297.82万 | 1.69% | 41,799 | -2,205 | -5.0% | -$15.71万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $283.06万 | 1.61% | 37,657 | -193 | -0.5% | -$1.45万 | 减仓 |
| IEMG | ISHS CORE MSCI E/MKT ETF | $270.70万 | 1.54% | 32,678 | -1,322 | -3.9% | -$10.95万 | 减仓 |
| MSFT | Microsoft Corp | $269.21万 | 1.53% | 7,217 | 225 | 3.2% | $8.39万 | 加仓 |
| AMZN | AMAZON.COM INC | $250.35万 | 1.42% | 10,504 | 778 | 8.0% | $18.54万 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $226.93万 | 1.29% | 6,204 | 45 | 0.7% | $1.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $223.71万 | 1.27% | 3,851 | -124 | -3.1% | -$7.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $195.84万 | 1.11% | 5,983 | 491 | 8.9% | $16.07万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $193.02万 | 1.09% | 7,944 | 432 | 5.8% | $10.50万 | 加仓 |
| MGK | VNGRD MEGA CAP GRWTH ETF | $165.55万 | 0.94% | 18,832 | 6,292 | 50.2% | $55.31万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORP ETF | $161.45万 | 0.92% | 38,069 | -169 | -0.4% | -$7,167 | 减仓 |
| AVGO | BROADCOM INC | $154.88万 | 0.88% | 4,100 | 267 | 7.0% | $10.09万 | 加仓 |
| MU | MICRON TECH INC | $152.60万 | 0.87% | 1,322 | 705 | 114.3% | $81.38万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $151.67万 | 0.86% | 2,031 | -272 | -11.8% | -$20.31万 | 减仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $149.58万 | 0.85% | 18,257 | -394 | -2.1% | -$3.23万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $139.95万 | 0.79% | 4,617 | -301 | -6.1% | -$9.12万 | 减仓 |
| SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $139.79万 | 0.79% | 24,239 | -1,399 | -5.5% | -$8.07万 | 减仓 |
| JNK | SPDR Blmbg High Yield Bd ETF | $120.91万 | 0.69% | 12,546 | 3,766 | 42.9% | $36.29万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS US EQY ETF | $120.83万 | 0.69% | 8,969 | 1,004 | 12.6% | $13.53万 | 加仓 |
| MGV | VNGRD MEGA CAP VAL ETF | $116.29万 | 0.66% | 7,115 | 2,492 | 53.9% | $40.73万 | 加仓 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $114.23万 | 0.65% | 16,908 | -737 | -4.2% | -$4.98万 | 减仓 |
| HD | HOME DEPOT INC | $107.60万 | 0.61% | 3,051 | -53 | -1.7% | -$1.87万 | 减仓 |
| META | META PLATFORMS INC A | $107.42万 | 0.61% | 1,907 | 56 | 3.0% | $3.15万 | 加仓 |
| IUSB | ISHS CORE UNVL USD ETF | $107.17万 | 0.61% | 23,222 | 312 | 1.4% | $1.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $105.10万 | 0.60% | 3,083 | 48 | 1.6% | $1.64万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $100.98万 | 0.57% | 16,917 | -1,080 | -6.0% | -$6.45万 | 减仓 |
| TSLA | TESLA INC | $100.90万 | 0.57% | 2,399 | 41 | 1.7% | $1.72万 | 加仓 |
| SPTL | SPDR Portfolio Long Term Treasury ETF | $99.06万 | 0.56% | 37,766 | 4,079 | 12.1% | $10.70万 | 加仓 |
| KLAC | KLA CORP | $97.97万 | 0.56% | 3,247 | 97 | 3.1% | $2.93万 | 加仓 |
| SRLN | SPDR Blackstone Senior Loan ETF | $96.66万 | 0.55% | 23,992 | 1,178 | 5.2% | $4.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $95.89万 | 0.54% | 1,025 | 8 | 0.8% | $7,484 | 加仓 |
| XLI | INDL SEL SECTOR SPDR ETF | $95.50万 | 0.54% | 5,156 | 2,550 | 97.9% | $47.23万 | 加仓 |
| WMT | WALMART INC | $92.50万 | 0.52% | 8,167 | -153 | -1.8% | -$1.73万 | 减仓 |
| MCD | MCDONALDS CORP | $90.28万 | 0.51% | 3,340 | -57 | -1.7% | -$1.54万 | 减仓 |
| CERY | SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF | $89.65万 | 0.51% | 26,816 | -918 | -3.3% | -$3.07万 | 减仓 |
| XLC | COMMUNICATION SVCS SELECT SECTOR SPDR | $88.53万 | 0.50% | 8,264 | 618 | 8.1% | $6.62万 | 加仓 |
| LLY | ELI LILLY & CO | $87.92万 | 0.50% | 733 | 17 | 2.4% | $2.04万 | 加仓 |
| XLE | ENERGY SEL SECT SPDR ETF | $83.65万 | 0.47% | 15,751 | 15,751 | — | $83.65万 | 新建仓 |
| VNQ | Vanguard Real Estate ETF | $82.29万 | 0.47% | 8,535 | -247 | -2.8% | -$2.38万 | 减仓 |
| TMUS | T-MOBILE US, INC. | $81.67万 | 0.46% | 4,869 | -10 | -0.2% | -$1,677 | 减仓 |
| IWM | ISHS RUSS 2000 INDX ETF | $78.78万 | 0.45% | 2,622 | -284 | -9.8% | -$8.53万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $78.30万 | 0.44% | 2,116 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $77.99万 | 0.44% | 5,148 | -27 | -0.5% | -$4,091 | 减仓 |
| GWX | SPDR S&P International Small Cap ETF | $76.67万 | 0.43% | 17,521 | 81 | 0.5% | $3,545 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $74.75万 | 0.42% | 1,491 | -20 | -1.3% | -$1.00万 | 减仓 |
| LIN | LINDE PLC NEW | $72.24万 | 0.41% | 1,392 | -25 | -1.8% | -$1.30万 | 减仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $71.82万 | 0.41% | 6,510 | -380 | -5.5% | -$4.19万 | 减仓 |
| EOG | EOG RESOURCES INC | $71.07万 | 0.40% | 5,478 | -96 | -1.7% | -$1.25万 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $70.96万 | 0.40% | 9,203 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $68.14万 | 0.39% | 9,282 | -96 | -1.0% | -$7,047 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $68.03万 | 0.39% | 13,449 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $67.20万 | 0.38% | 4,813 | 602 | 14.3% | $8.41万 | 加仓 |
| CB | CHUBB LTD | $66.21万 | 0.38% | 1,943 | 438 | 29.1% | $14.92万 | 加仓 |
| C | CITIGROUP INC | $65.80万 | 0.37% | 4,701 | 1,360 | 40.7% | $19.03万 | 加仓 |
| EMB | ISHARES JPMORGAN USD EMERG MARKETS BOND | $64.84万 | 0.37% | 6,723 | 130 | 2.0% | $1.25万 | 加仓 |
| BNDX | Vanguard Total International Bond ETF | $63.27万 | 0.36% | 13,065 | -564 | -4.1% | -$2.73万 | 减仓 |
| SNPS | SYNOPSYS INC | $62.94万 | 0.36% | 1,411 | -72 | -4.9% | -$3.21万 | 减仓 |
| STX | SEAGATE TECH HLDGS PLC | $61.18万 | 0.35% | 634 | 14 | 2.3% | $1.35万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $60.95万 | 0.35% | 5,189 | 223 | 4.5% | $2.62万 | 加仓 |
| MA | MASTERCARD INC A | $58.65万 | 0.33% | 1,142 | -1,334 | -53.9% | -$68.51万 | 减仓 |
| EQIX | EQUINIX, INC. | $58.48万 | 0.33% | 561 | -1 | -0.2% | -$1,042 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $58.10万 | 0.33% | 1,161 | -36 | -3.0% | -$1.80万 | 减仓 |
| HYS | PIMCO 0-5Y H/Y CORP ETF | $56.75万 | 0.32% | 6,069 | -23 | -0.4% | -$2,151 | 减仓 |
| VSS | VNGRD ALL WRLD SMCP ETF | $54.12万 | 0.31% | 3,507 | -13 | -0.4% | -$2,006 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $53.32万 | 0.30% | 712 | 3 | 0.4% | $2,247 | 加仓 |
| VOE | VNGRD MDCP VAL ETF | $52.62万 | 0.30% | 2,663 | 690 | 35.0% | $13.63万 | 加仓 |
| IEFA | ISHS CORE MSCI EAFE ETF | $52.43万 | 0.30% | 5,429 | -335 | -5.8% | -$3.24万 | 减仓 |
| BBCA | JPM BETABLDR CDA ETF | $51.48万 | 0.29% | 5,179 | -39 | -0.7% | -$3,877 | 减仓 |
| PWR | QUANTA SERVICES INC | $50.83万 | 0.29% | 706 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $50.65万 | 0.29% | 5,925 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $50.56万 | 0.29% | 5,760 | -239 | -4.0% | -$2.10万 | 减仓 |
| BBIN | JPM BETABLDR INTL EQ ETF | $50.46万 | 0.29% | 6,463 | 244 | 3.9% | $1.90万 | 加仓 |
| — | FRANKLIN FTSE CHINA ETF | $47.95万 | 0.27% | 23,490 | -245 | -1.0% | -$5,001 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $46.08万 | 0.26% | 2,547 | 58 | 2.3% | $1.05万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $45.09万 | 0.26% | 461 | -27 | -5.5% | -$2.64万 | 减仓 |
| CTAS | CINTAS CORP | $44.65万 | 0.25% | 2,625 | -2,342 | -47.2% | -$39.83万 | 减仓 |
| ASML | ASML HOLDING NV | $44.36万 | 0.25% | 223 | 15 | 7.2% | $2.98万 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $44.03万 | 0.25% | 4,566 | -2 | -0.0% | -$193 | 减仓 |
| GLD | SPDR GOLD TRUST GOLD ETF | $42.58万 | 0.24% | 1,156 | -27 | -2.3% | -$9,946 | 减仓 |
| IBM | INTL BUSINESS MACHS CORP | $42.32万 | 0.24% | 1,505 | -168 | -10.0% | -$4.72万 | 减仓 |
| VOT | VNGRD MDCP GRW ETF | $42.27万 | 0.24% | 1,380 | 322 | 30.4% | $9.86万 | 加仓 |
| KO | COCA COLA COMPANY | $42.06万 | 0.24% | 5,175 | 126 | 2.5% | $1.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.69万 | 0.24% | 2,844 | 221 | 8.4% | $3.24万 | 加仓 |
| CAT | CATERPILLAR INC | $41.64万 | 0.24% | 391 | -46 | -10.5% | -$4.90万 | 减仓 |
| — | Vanguard Wellesley Income Admiral | $40.87万 | 0.23% | 6,538 | 0 | 0.0% | — | 不变 |
| BNY | BNY MELLON CORP | $40.71万 | 0.23% | 2,815 | 2,434 | 638.8% | $35.20万 | 加仓 |
| V | VISA INC CL A | $40.66万 | 0.23% | 1,185 | -114 | -8.8% | -$3.91万 | 减仓 |
| MO | ALTRIA GROUP INC | $40.23万 | 0.23% | 5,591 | 23 | 0.4% | $1,655 | 加仓 |
| SPAB | ST STR AGGREGATE BD ETF | $39.89万 | 0.23% | 15,629 | -11,299 | -42.0% | -$28.84万 | 减仓 |
| VNQI | VNGRD US R/EST IDX ETF | $39.30万 | 0.22% | 8,764 | -148 | -1.7% | -$6,637 | 减仓 |