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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,603 | -100.0% | -$24.17万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,931 | -100.0% | -$24.08万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,432 | -100.0% | -$24.00万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -3,328 | -100.0% | -$23.10万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -238 | -100.0% | -$22.88万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,018 | -100.0% | -$22.84万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,533 | -100.0% | -$22.56万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,537 | -100.0% | -$22.37万 | 清仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,464 | -100.0% | -$22.30万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,018 | -100.0% | -$22.27万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -3,128 | -100.0% | -$21.98万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,276 | -100.0% | -$21.95万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,976 | -100.0% | -$21.53万 | 清仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,998 | -100.0% | -$21.22万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -3,270 | -100.0% | -$21.17万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -1,587 | -100.0% | -$21.02万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -159 | -100.0% | -$21.00万 | 清仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -4,476 | -100.0% | -$20.26万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -437 | -100.0% | -$20.23万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -328 | -100.0% | -$20.23万 | 清仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,081 | -100.0% | -$20.11万 | 清仓 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -12,192 | -100.0% | -$14.85万 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -16,750 | -100.0% | -$12.85万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $0 | 0.00% | 0 | -10,812 | -100.0% | -$9.72万 | 清仓 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$7.19万 | 清仓 |
| — | THE MARYGOLD COMPANIES INC | $14.56万 | 0.05% | 122,350 | 122,350 | — | $14.56万 | 新建仓 |
| IJK | ISHARES TR | $20.45万 | 0.06% | 1,741 | -1,507 | -46.4% | -$17.71万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $20.49万 | 0.06% | 719 | 719 | — | $20.49万 | 新建仓 |
| IRM | IRON MTN INC DEL | $20.71万 | 0.07% | 1,640 | -1,691 | -50.8% | -$21.36万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $21.04万 | 0.07% | 4,608 | -4,598 | -49.9% | -$21.00万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $21.08万 | 0.07% | 4,206 | -5,092 | -54.8% | -$25.52万 | 减仓 |
| IJH | ISHARES TR | $21.59万 | 0.07% | 2,800 | -2,835 | -50.3% | -$21.86万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.60万 | 0.07% | 231 | -369 | -61.5% | -$34.51万 | 减仓 |
| EFA | ISHARES TR | $21.80万 | 0.07% | 2,099 | -2,483 | -54.2% | -$25.79万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $21.93万 | 0.07% | 8,748 | -12,591 | -59.0% | -$31.57万 | 减仓 |
| AVGO | BROADCOM INC | $22.01万 | 0.07% | 583 | -2,275 | -79.6% | -$85.90万 | 减仓 |
| IVE | ISHARES TR | $22.17万 | 0.07% | 977 | -8,113 | -89.3% | -$184.14万 | 减仓 |
| GEV | GE VERNOVA INC | $22.38万 | 0.07% | 191 | -379 | -66.5% | -$44.42万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.68万 | 0.07% | 2,744 | -4,012 | -59.4% | -$33.16万 | 减仓 |
| META | META PLATFORMS INC | $22.82万 | 0.07% | 405 | -1,003 | -71.2% | -$56.51万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.85万 | 0.07% | 5,396 | -7,890 | -59.4% | -$33.41万 | 减仓 |
| KO | COCA COLA CO | $24.53万 | 0.08% | 3,019 | -4,194 | -58.1% | -$34.08万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $24.80万 | 0.08% | 5,754 | -32,336 | -84.9% | -$139.39万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.90万 | 0.08% | 4,466 | 4,466 | — | $24.90万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.17万 | 0.08% | 4,095 | -3,941 | -49.0% | -$24.22万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.42万 | 0.08% | 853 | 853 | — | $25.42万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $25.48万 | 0.08% | 4,833 | -26,966 | -84.8% | -$142.16万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $25.48万 | 0.08% | 7,386 | -8,187 | -52.6% | -$28.24万 | 减仓 |
| T | AT&T INC | $26.36万 | 0.08% | 12,734 | -16,104 | -55.8% | -$33.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.51万 | 0.08% | 3,720 | -7,722 | -67.5% | -$55.03万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $26.66万 | 0.08% | 8,432 | -9,782 | -53.7% | -$30.93万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $26.98万 | 0.09% | 1,892 | 1,892 | — | $26.98万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.02万 | 0.09% | 374 | -432 | -53.6% | -$31.22万 | 减仓 |
| VGT | VANGUARD WORLD FD | $27.03万 | 0.09% | 2,262 | -7,426 | -76.7% | -$88.75万 | 减仓 |
| PULS | PGIM ETF TR | $27.24万 | 0.09% | 5,498 | 298 | 5.7% | $1.48万 | 加仓 |
| MCD | MCDONALDS CORP | $27.48万 | 0.09% | 1,017 | -1,335 | -56.8% | -$36.08万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $27.93万 | 0.09% | 1,909 | -2,020 | -51.4% | -$29.56万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $28.16万 | 0.09% | 1,425 | -2,238 | -61.1% | -$44.23万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $28.50万 | 0.09% | 11,952 | -11,951 | -50.0% | -$28.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.58万 | 0.09% | 492 | -967 | -66.3% | -$56.17万 | 减仓 |
| USB | US BANCORP | $29.09万 | 0.09% | 4,817 | -5,586 | -53.7% | -$33.74万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $29.13万 | 0.09% | 1,071 | -383 | -26.3% | -$10.42万 | 重新持有 |
| TMFC | RBB FD INC | $29.13万 | 0.09% | 3,825 | -3,991 | -51.1% | -$30.40万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.19万 | 0.09% | 8,769 | -6,685 | -43.3% | -$22.25万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $29.57万 | 0.09% | 463 | -566 | -55.0% | -$36.15万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $30.08万 | 0.10% | 9,402 | -10,155 | -51.9% | -$32.49万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $31.23万 | 0.10% | 854 | -1,294 | -60.2% | -$47.33万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.52万 | 0.10% | 1,481 | -2,443 | -62.3% | -$51.99万 | 减仓 |
| ISPY | PROSHARES TR | $31.70万 | 0.10% | 6,578 | -15,589 | -70.3% | -$75.12万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $32.57万 | 0.10% | 8,898 | 8,898 | — | $32.57万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $32.74万 | 0.10% | 10,303 | -2,006 | -16.3% | -$6.38万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $33.17万 | 0.10% | 6,586 | -7,285 | -52.5% | -$36.69万 | 减仓 |
| IREN | IREN LIMITED | $33.27万 | 0.11% | 7,276 | -18,859 | -72.2% | -$86.24万 | 减仓 |
| CAT | CATERPILLAR INC | $33.88万 | 0.11% | 318 | -739 | -69.9% | -$78.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.95万 | 0.11% | 1,109 | -1,499 | -57.5% | -$45.89万 | 减仓 |
| SUSA | ISHARES TR | $34.77万 | 0.11% | 2,253 | -2,269 | -50.2% | -$35.01万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $35.27万 | 0.11% | 12,572 | 12,572 | — | $35.27万 | 新建仓 |
| AIQ | GLOBAL X FDS | $35.74万 | 0.11% | 5,447 | -13,954 | -71.9% | -$91.56万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $35.96万 | 0.11% | 11,737 | 11,737 | — | $35.96万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $36.42万 | 0.12% | 4,936 | -58,588 | -92.2% | -$432.34万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $37.71万 | 0.12% | 6,609 | -8,298 | -55.7% | -$47.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $37.87万 | 0.12% | 1,558 | -2,216 | -58.7% | -$53.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.23万 | 0.12% | 1,121 | -1,495 | -57.1% | -$50.98万 | 减仓 |
| USMV | ISHARES TR | $39.32万 | 0.12% | 4,076 | -4,235 | -51.0% | -$40.85万 | 减仓 |
| IVW | ISHARES TR | $39.62万 | 0.13% | 2,881 | -15,655 | -84.5% | -$215.29万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $41.82万 | 0.13% | 15,107 | -15,675 | -50.9% | -$43.39万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.50万 | 0.13% | 2,909 | -3,894 | -57.2% | -$56.90万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $43.15万 | 0.14% | 3,756 | -4,596 | -55.0% | -$52.79万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $44.19万 | 0.14% | 2,305 | -1,197 | -34.2% | -$22.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.87万 | 0.15% | 1,401 | -1,546 | -52.5% | -$50.62万 | 减仓 |
| IWM | ISHARES TR | $46.84万 | 0.15% | 1,559 | -1,807 | -53.7% | -$54.29万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.52万 | 0.15% | 2,941 | 2,941 | — | $47.52万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $47.92万 | 0.15% | 9,946 | -11,138 | -52.8% | -$53.66万 | 减仓 |
| IVV | ISHARES TR | $48.23万 | 0.15% | 644 | -5,004 | -88.6% | -$374.78万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $48.85万 | 0.15% | 711 | -320 | -31.0% | -$21.98万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $52.01万 | 0.16% | 3,719 | -3,719 | -50.0% | -$52.01万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $53.22万 | 0.17% | 12,205 | -14,337 | -54.0% | -$62.52万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $53.82万 | 0.17% | 5,560 | -6,934 | -55.5% | -$67.12万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $55.68万 | 0.18% | 12,377 | -12,377 | -50.0% | -$55.68万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $60.45万 | 0.19% | 19,226 | 19,226 | — | $60.45万 | 新建仓 |