Richmond Investment Services, LLC
Mequon WI · SEC CIK 0002031991
$3.16亿2026Q2 申报市值
145持仓数
51.3%前十大占比 · 第一大 12.8%
14 / 125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
AIRR 加仓+$637.75万
CLSE 加仓+$210.02万
FTH 新建仓+$199.33万
JEPI 加仓+$114.98万
PXF 新建仓+$76.14万
2026Q2 卖出最多 按季末市值估算
IWL 减仓-$3,546.33万
QQQ 减仓-$2,382.04万
MOAT 减仓-$2,157.89万
SPYM 减仓-$1,958.29万
VNLA 减仓-$1,060.57万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -30,216 | -100.0% | -$273.55万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -54,570 | -100.0% | -$252.06万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -107,830 | -100.0% | -$247.04万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -22,687 | -100.0% | -$215.41万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -19,905 | -100.0% | -$186.59万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -9,671 | -100.0% | -$185.50万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -69,905 | -100.0% | -$183.57万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -44,977 | -100.0% | -$180.76万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -17,867 | -100.0% | -$170.52万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -9,925 | -100.0% | -$153.95万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -68,384 | -100.0% | -$152.77万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -39,427 | -100.0% | -$151.48万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -15,883 | -100.0% | -$131.44万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -17,668 | -100.0% | -$131.36万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,803 | -100.0% | -$129.47万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -11,303 | -100.0% | -$119.98万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -11,691 | -100.0% | -$119.55万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -38,965 | -100.0% | -$114.91万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -4,443 | -100.0% | -$108.58万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -4,112 | -100.0% | -$98.74万 | 清仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $0 | 0.00% | 0 | -32,020 | -100.0% | -$94.01万 | 清仓 |
| LSGR | NATIXIS ETF TRUST II | $0 | 0.00% | 0 | -23,422 | -100.0% | -$92.26万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -7,301 | -100.0% | -$90.76万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -7,887 | -100.0% | -$87.83万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -6,960 | -100.0% | -$86.50万 | 清仓 |
| BDYN | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -34,374 | -100.0% | -$83.56万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -24,402 | -100.0% | -$81.85万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -39,994 | -100.0% | -$67.43万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,842 | -100.0% | -$67.00万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -22,934 | -100.0% | -$66.81万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,799 | -100.0% | -$64.45万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,455 | -100.0% | -$63.20万 | 清仓 |
| IBTK | ISHARES TR | $0 | 0.00% | 0 | -31,847 | -100.0% | -$62.80万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -11,172 | -100.0% | -$58.02万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -21,209 | -100.0% | -$57.75万 | 清仓 |
| LMUB | ISHARES TR | $0 | 0.00% | 0 | -11,276 | -100.0% | -$56.30万 | 清仓 |
| BDVL | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -22,671 | -100.0% | -$55.88万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,699 | -100.0% | -$55.85万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -10,885 | -100.0% | -$54.37万 | 清仓 |
| EMBX | VANECK FDS | $0 | 0.00% | 0 | -10,845 | -100.0% | -$54.35万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -17,903 | -100.0% | -$53.98万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,461 | -100.0% | -$52.76万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,692 | -100.0% | -$51.15万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -7,453 | -100.0% | -$49.94万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -17,382 | -100.0% | -$49.82万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,234 | -100.0% | -$48.58万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -557 | -100.0% | -$48.17万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,818 | -100.0% | -$45.57万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,159 | -100.0% | -$44.66万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,823 | -100.0% | -$43.56万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,359 | -100.0% | -$42.42万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -24,261 | -100.0% | -$42.02万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -4,880 | -100.0% | -$40.78万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -5,639 | -100.0% | -$39.96万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,059 | -100.0% | -$39.74万 | 清仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $0 | 0.00% | 0 | -12,504 | -100.0% | -$39.47万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,697 | -100.0% | -$39.45万 | 清仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,689 | -100.0% | -$39.26万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,590 | -100.0% | -$37.97万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,607 | -100.0% | -$37.42万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,886 | -100.0% | -$37.07万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,731 | -100.0% | -$35.87万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -2,402 | -100.0% | -$34.70万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,455 | -100.0% | -$34.56万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -16,892 | -100.0% | -$34.48万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -661 | -100.0% | -$33.06万 | 清仓 |
| BUYW | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -23,322 | -100.0% | -$32.84万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -667 | -100.0% | -$32.83万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -385 | -100.0% | -$32.61万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,375 | -100.0% | -$32.15万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,336 | -100.0% | -$31.90万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,308 | -100.0% | -$31.70万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -6,268 | -100.0% | -$30.94万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,561 | -100.0% | -$30.81万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,255 | -100.0% | -$30.79万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -6,253 | -100.0% | -$30.49万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,436 | -100.0% | -$30.23万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,038 | -100.0% | -$29.46万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -2,398 | -100.0% | -$29.06万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -479 | -100.0% | -$28.94万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,711 | -100.0% | -$28.80万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,639 | -100.0% | -$28.76万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,623 | -100.0% | -$28.73万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -7,082 | -100.0% | -$28.43万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,393 | -100.0% | -$28.38万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,104 | -100.0% | -$28.03万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,489 | -100.0% | -$27.39万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,641 | -100.0% | -$27.12万 | 清仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,505 | -100.0% | -$26.88万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.50万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,449 | -100.0% | -$26.40万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -384 | -100.0% | -$26.16万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -957 | -100.0% | -$26.07万 | 清仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -4,494 | -100.0% | -$26.03万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -3,621 | -100.0% | -$25.98万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,784 | -100.0% | -$25.81万 | 清仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -2,959 | -100.0% | -$25.72万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -745 | -100.0% | -$25.18万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,706 | -100.0% | -$24.73万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,374 | -100.0% | -$24.67万 | 清仓 |