Richmond Investment Services, LLC
Mequon WI · SEC CIK 0002031991
$6.19亿2026Q1 申报市值
255持仓数
44.9%前十大占比 · 第一大 10.6%
36 / 17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
GPIX 新建仓+$1,374.31万
FEOE 新建仓+$1,242.80万
SMH 加仓+$681.15万
IEMG 加仓+$399.93万
IWL 加仓+$215.94万
2026Q1 卖出最多 按季末市值估算
ISPY 减仓-$1,336.54万
VWO 清仓-$594.19万
VEU 减仓-$195.05万
NUVEEN S&P 500 B 清仓-$166.49万
OEF 清仓-$109.37万
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -110,524 | -100.0% | -$594.19万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -113,259 | -100.0% | -$166.49万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -3,189 | -100.0% | -$109.37万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,594 | -100.0% | -$47.12万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,155 | -100.0% | -$40.00万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -14,682 | -100.0% | -$36.00万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | -5,379 | -100.0% | -$34.97万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,700 | -100.0% | -$33.93万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,201 | -100.0% | -$33.04万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,622 | -100.0% | -$27.73万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -3,561 | -100.0% | -$25.88万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,255 | -100.0% | -$25.66万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,534 | -100.0% | -$22.88万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,496 | -100.0% | -$21.10万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,566 | -100.0% | -$20.90万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,748 | -100.0% | -$20.58万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -13,104 | -100.0% | -$13.26万 | 清仓 |
| ARDX | ARDELYX INC | $7.19万 | 0.01% | 12,000 | 12,000 | — | $7.19万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $9.72万 | 0.02% | 10,812 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $12.85万 | 0.02% | 16,750 | 16,750 | — | $12.85万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $14.85万 | 0.02% | 12,192 | 12,192 | — | $14.85万 | 新建仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $20.11万 | 0.03% | 8,081 | 8,081 | — | $20.11万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.23万 | 0.03% | 328 | 328 | — | $20.23万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.23万 | 0.03% | 437 | 1 | 0.2% | $463 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $20.26万 | 0.03% | 4,476 | -158 | -3.4% | -$7,152 | 重新持有 |
| ASML | ASML HLDG NV | $21.00万 | 0.03% | 159 | 159 | — | $21.00万 | 新建仓 |
| IJJ | ISHARES TR | $21.02万 | 0.03% | 1,587 | 2 | 0.1% | $265 | 加仓 |
| EEMV | ISHARES INC | $21.17万 | 0.03% | 3,270 | 24 | 0.7% | $1,554 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $21.22万 | 0.03% | 5,998 | 10 | 0.2% | $354 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.53万 | 0.03% | 1,976 | -269 | -12.0% | -$2.93万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $21.95万 | 0.04% | 1,276 | 1,276 | — | $21.95万 | 新建仓 |
| IEUR | ISHARES TR | $21.98万 | 0.04% | 3,128 | -644 | -17.1% | -$4.53万 | 减仓 |
| ITA | ISHARES TR | $22.27万 | 0.04% | 1,018 | -909 | -47.2% | -$19.89万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $22.30万 | 0.04% | 2,464 | -342 | -12.2% | -$3.09万 | 减仓 |
| IAU | ISHARES GOLD TR | $22.37万 | 0.04% | 2,537 | -3,792 | -59.9% | -$33.43万 | 减仓 |
| ORCL | ORACLE CORP | $22.56万 | 0.04% | 1,533 | 210 | 15.9% | $3.09万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $22.84万 | 0.04% | 2,018 | 2,018 | — | $22.84万 | 新建仓 |
| SNDK | SANDISK CORP | $22.87万 | 0.04% | 360 | 360 | — | $22.87万 | 新建仓 |
| BLK | BLACKROCK INC | $22.88万 | 0.04% | 238 | 30 | 14.4% | $2.88万 | 加仓 |
| BKH | BLACK HILLS CORP | $23.10万 | 0.04% | 3,328 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.00万 | 0.04% | 5,432 | 2 | 0.0% | $88 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $24.08万 | 0.04% | 3,931 | -662 | -14.4% | -$4.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.17万 | 0.04% | 2,603 | 2,603 | — | $24.17万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.67万 | 0.04% | 3,374 | 12 | 0.4% | $878 | 加仓 |
| EFAV | ISHARES TR | $24.73万 | 0.04% | 2,706 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.18万 | 0.04% | 745 | 745 | — | $25.18万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $25.72万 | 0.04% | 2,959 | 157 | 5.6% | $1.36万 | 加仓 |
| PULS | PGIM ETF TR | $25.74万 | 0.04% | 5,200 | 5,200 | — | $25.74万 | 新建仓 |
| IJT | ISHARES TR | $25.81万 | 0.04% | 1,784 | 1 | 0.1% | $145 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $25.98万 | 0.04% | 3,621 | 622 | 20.7% | $4.46万 | 重新持有 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $26.03万 | 0.04% | 4,494 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $26.07万 | 0.04% | 957 | 40 | 4.4% | $1.09万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $26.16万 | 0.04% | 384 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.40万 | 0.04% | 1,449 | 1,449 | — | $26.40万 | 新建仓 |
| NOBL | PROSHARES TR | $26.50万 | 0.04% | 2,500 | -20 | -0.8% | -$2,120 | 减仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $26.88万 | 0.04% | 10,505 | 10,505 | — | $26.88万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $27.12万 | 0.04% | 1,641 | 189 | 13.0% | $3.12万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $27.39万 | 0.04% | 5,489 | 5,489 | — | $27.39万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.52万 | 0.04% | 806 | 8 | 1.0% | $2,732 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $27.83万 | 0.04% | 1,029 | 1,029 | — | $27.83万 | 新建仓 |
| NLR | VANECK ETF TRUST | $28.03万 | 0.05% | 2,104 | -274 | -11.5% | -$3.65万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $28.38万 | 0.05% | 1,393 | 3 | 0.2% | $611 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $28.43万 | 0.05% | 7,082 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.73万 | 0.05% | 3,623 | 3,623 | — | $28.73万 | 新建仓 |
| LQD | ISHARES TR | $28.76万 | 0.05% | 2,639 | 2,639 | — | $28.76万 | 新建仓 |
| CSCO | CISCO SYS INC | $28.80万 | 0.05% | 3,711 | 503 | 15.7% | $3.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.94万 | 0.05% | 479 | 23 | 5.0% | $1.39万 | 加仓 |
| DSI | ISHARES TR | $29.06万 | 0.05% | 2,398 | -235 | -8.9% | -$2.85万 | 减仓 |
| GE | GE AEROSPACE | $29.46万 | 0.05% | 1,038 | -37 | -3.4% | -$1.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.68万 | 0.05% | 1,459 | -23 | -1.6% | -$4,679 | 减仓 |
| SLV | ISHARES SILVER TR | $30.23万 | 0.05% | 4,436 | 4,436 | — | $30.23万 | 新建仓 |
| BAC | BANK AMERICA CORP | $30.49万 | 0.05% | 6,253 | 1,833 | 41.5% | $8.94万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $30.79万 | 0.05% | 3,255 | 275 | 9.2% | $2.60万 | 加仓 |
| MRK | MERCK & CO INC | $30.81万 | 0.05% | 2,561 | 647 | 33.8% | $7.78万 | 加仓 |
| SPYI | NEOS ETF TRUST | $30.94万 | 0.05% | 6,268 | 1,620 | 34.9% | $8.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.70万 | 0.05% | 1,308 | 80 | 6.5% | $1.94万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $31.90万 | 0.05% | 5,336 | -33 | -0.6% | -$1,973 | 减仓 |
| MGK | VANGUARD WORLD FD | $32.15万 | 0.05% | 875 | -25 | -2.8% | -$9,186 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.61万 | 0.05% | 385 | 385 | — | $32.61万 | 新建仓 |
| IJK | ISHARES TR | $32.68万 | 0.05% | 3,248 | 1 | 0.0% | $101 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.83万 | 0.05% | 667 | 60 | 9.9% | $2.95万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $32.84万 | 0.05% | 23,322 | 23,322 | — | $32.84万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $33.06万 | 0.05% | 661 | 123 | 22.9% | $6.15万 | 加仓 |
| IRM | IRON MTN INC DEL | $34.02万 | 0.05% | 3,331 | 6 | 0.2% | $613 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.48万 | 0.06% | 16,892 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $34.56万 | 0.06% | 1,455 | -170 | -10.5% | -$4.04万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.70万 | 0.06% | 2,402 | 479 | 24.9% | $6.92万 | 加仓 |
| NFLX | NETFLIX INC. | $35.87万 | 0.06% | 3,731 | 848 | 29.4% | $8.15万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $37.07万 | 0.06% | 5,886 | 12 | 0.2% | $756 | 加仓 |
| SPAB | SPDR SERIES TRUST | $37.42万 | 0.06% | 14,607 | 3,341 | 29.7% | $8.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $37.97万 | 0.06% | 2,590 | -22 | -0.8% | -$3,225 | 减仓 |
| IJH | ISHARES TR | $38.05万 | 0.06% | 5,635 | -4,156 | -42.4% | -$28.06万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $39.26万 | 0.06% | 14,689 | 14,689 | — | $39.26万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.45万 | 0.06% | 2,697 | 942 | 53.7% | $13.78万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $39.47万 | 0.06% | 12,504 | 1,344 | 12.0% | $4.24万 | 加仓 |
| RTX | RTX CORPORATION | $39.74万 | 0.06% | 2,059 | 491 | 31.3% | $9.48万 | 加仓 |
| SHLD | GLOBAL X FDS | $39.96万 | 0.06% | 5,639 | 119 | 2.2% | $8,433 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $40.28万 | 0.07% | 12,309 | 12,309 | — | $40.28万 | 新建仓 |
| IDEV | ISHARES TR | $40.78万 | 0.07% | 4,880 | 4,880 | — | $40.78万 | 新建仓 |