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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $87.83万 | 0.14% | 7,887 | 6,117 | 345.6% | $68.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.69万 | 0.14% | 2,947 | 376 | 14.6% | $11.06万 | 加仓 |
| WMT | WALMART INC | $86.50万 | 0.14% | 6,960 | 1,028 | 17.3% | $12.78万 | 加仓 |
| VGT | VANGUARD WORLD FD | $84.46万 | 0.14% | 1,211 | 155 | 14.7% | $10.81万 | 加仓 |
| T | AT&T INC | $83.60万 | 0.14% | 28,838 | 266 | 0.9% | $7,711 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $83.56万 | 0.14% | 34,374 | 2,342 | 7.3% | $5.69万 | 加仓 |
| IWM | ISHARES TR | $83.50万 | 0.13% | 3,366 | -2,987 | -47.0% | -$74.10万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $82.97万 | 0.13% | 13,236 | -2,381 | -15.2% | -$14.93万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $81.99万 | 0.13% | 3,774 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $81.85万 | 0.13% | 24,402 | 2,295 | 10.4% | $7.70万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $81.41万 | 0.13% | 14,907 | -1,601 | -9.7% | -$8.74万 | 减仓 |
| META | META PLATFORMS INC | $80.58万 | 0.13% | 1,408 | 395 | 39.0% | $22.61万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $78.22万 | 0.13% | 8,352 | 32 | 0.4% | $2,997 | 加仓 |
| USMV | ISHARES TR | $77.08万 | 0.12% | 8,311 | 21 | 0.3% | $1,948 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $75.57万 | 0.12% | 30,782 | -2,675 | -8.0% | -$6.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.31万 | 0.12% | 3,924 | 750 | 23.6% | $14.39万 | 加仓 |
| CAT | CATERPILLAR INC | $74.92万 | 0.12% | 1,057 | 247 | 30.5% | $17.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.32万 | 0.12% | 11,442 | 1,354 | 13.4% | $8.68万 | 加仓 |
| MCD | MCDONALDS CORP | $73.11万 | 0.12% | 2,352 | 74 | 3.2% | $2.30万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $67.50万 | 0.11% | 3,663 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $67.43万 | 0.11% | 39,994 | 29,136 | 268.3% | $49.12万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $67.09万 | 0.11% | 2,608 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $67.00万 | 0.11% | 11,842 | -610 | -4.9% | -$3.45万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $66.81万 | 0.11% | 22,934 | -2,606 | -10.2% | -$7.59万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.69万 | 0.11% | 13,286 | 847 | 6.8% | $4.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $64.89万 | 0.10% | 2,148 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $64.45万 | 0.10% | 3,799 | 1,091 | 40.3% | $18.51万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $63.20万 | 0.10% | 6,455 | -639 | -9.0% | -$6.26万 | 减仓 |
| IBTK | ISHARES TR | $62.80万 | 0.10% | 31,847 | -175 | -0.5% | -$3,451 | 减仓 |
| VOO | VANGUARD INDEX FDS | $61.58万 | 0.10% | 1,031 | 23 | 2.3% | $1.37万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $61.47万 | 0.10% | 18,214 | -1,170 | -6.0% | -$3.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.76万 | 0.10% | 600 | 64 | 11.9% | $6.37万 | 加仓 |
| SUSA | ISHARES TR | $59.74万 | 0.10% | 4,522 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $59.37万 | 0.10% | 15,454 | 2,072 | 15.5% | $7.96万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $58.58万 | 0.09% | 19,557 | -2,027 | -9.4% | -$6.07万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $58.02万 | 0.09% | 11,172 | 478 | 4.5% | $2.48万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $57.75万 | 0.09% | 21,209 | 3,546 | 20.1% | $9.66万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $57.32万 | 0.09% | 3,502 | 79 | 2.3% | $1.29万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $56.95万 | 0.09% | 13,871 | 13,871 | — | $56.95万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.80万 | 0.09% | 10,020 | 10,020 | — | $56.80万 | 新建仓 |
| LMUB | ISHARES TR | $56.30万 | 0.09% | 11,276 | 11,276 | — | $56.30万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $55.88万 | 0.09% | 22,671 | 290 | 1.3% | $7,149 | 加仓 |
| HD | HOME DEPOT INC | $55.85万 | 0.09% | 1,699 | 238 | 16.3% | $7.82万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $54.86万 | 0.09% | 23,903 | 8,789 | 58.2% | $20.17万 | 加仓 |
| KO | COCA COLA CO | $54.85万 | 0.09% | 7,213 | 291 | 4.2% | $2.21万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $54.37万 | 0.09% | 10,885 | 127 | 1.2% | $6,344 | 加仓 |
| EMBX | VANECK FDS | $54.35万 | 0.09% | 10,845 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $54.10万 | 0.09% | 10,403 | 296 | 2.9% | $1.54万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $53.98万 | 0.09% | 17,903 | 17,903 | — | $53.98万 | 新建仓 |
| WFC | WELLS FARGO & CO | $53.78万 | 0.09% | 6,756 | 82 | 1.2% | $6,528 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $53.65万 | 0.09% | 15,573 | 264 | 1.7% | $9,095 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $53.42万 | 0.09% | 21,339 | 36 | 0.2% | $901 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $52.99万 | 0.09% | 18,830 | 18,830 | — | $52.99万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $52.76万 | 0.09% | 5,461 | 3,114 | 132.7% | $30.09万 | 加仓 |
| TMFC | RBB FD INC | $51.57万 | 0.08% | 7,816 | -1,379 | -15.0% | -$9.10万 | 减仓 |
| V | VISA INC | $51.15万 | 0.08% | 1,692 | 192 | 12.8% | $5.80万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $50.39万 | 0.08% | 3,929 | 181 | 4.8% | $2.32万 | 加仓 |
| IGF | ISHARES TR | $49.94万 | 0.08% | 7,453 | 1,004 | 15.6% | $6.73万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $49.82万 | 0.08% | 17,382 | -178 | -1.0% | -$5,101 | 减仓 |
| GEV | GE VERNOVA INC | $49.67万 | 0.08% | 570 | 237 | 71.2% | $20.65万 | 加仓 |
| ABBV | ABBVIE INC | $48.58万 | 0.08% | 2,234 | 191 | 9.3% | $4.15万 | 加仓 |
| MCK | MCKESSON CORP | $48.17万 | 0.08% | 557 | 5 | 0.9% | $4,324 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $47.07万 | 0.08% | 9,298 | -719 | -7.2% | -$3.64万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $45.57万 | 0.07% | 2,818 | -137 | -4.6% | -$2.22万 | 减仓 |
| CVX | CHEVRON CORPORATION | $44.66万 | 0.07% | 2,159 | -17 | -0.8% | -$3,516 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $44.62万 | 0.07% | 8,036 | 1,578 | 24.4% | $8.76万 | 加仓 |
| EFA | ISHARES TR | $44.51万 | 0.07% | 4,582 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $43.56万 | 0.07% | 8,823 | -1,540 | -14.9% | -$7.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $42.81万 | 0.07% | 1,267 | 461 | 57.2% | $15.58万 | 加仓 |
| VIS | VANGUARD WORLD FD | $42.42万 | 0.07% | 1,359 | 351 | 34.8% | $10.96万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $42.02万 | 0.07% | 24,261 | 3,860 | 18.9% | $6.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $41.94万 | 0.07% | 2,616 | 213 | 8.9% | $3.41万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $41.93万 | 0.07% | 9,206 | 8 | 0.1% | $364 | 加仓 |
| IDEV | ISHARES TR | $40.78万 | 0.07% | 4,880 | 4,880 | — | $40.78万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $40.28万 | 0.07% | 12,309 | 12,309 | — | $40.28万 | 新建仓 |
| SHLD | GLOBAL X FDS | $39.96万 | 0.06% | 5,639 | 119 | 2.2% | $8,433 | 加仓 |
| RTX | RTX CORPORATION | $39.74万 | 0.06% | 2,059 | 491 | 31.3% | $9.48万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $39.47万 | 0.06% | 12,504 | 1,344 | 12.0% | $4.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.45万 | 0.06% | 2,697 | 942 | 53.7% | $13.78万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $39.26万 | 0.06% | 14,689 | 14,689 | — | $39.26万 | 新建仓 |
| IJH | ISHARES TR | $38.05万 | 0.06% | 5,635 | -4,156 | -42.4% | -$28.06万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $37.97万 | 0.06% | 2,590 | -22 | -0.8% | -$3,225 | 减仓 |
| SPAB | SPDR SERIES TRUST | $37.42万 | 0.06% | 14,607 | 3,341 | 29.7% | $8.56万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $37.07万 | 0.06% | 5,886 | 12 | 0.2% | $756 | 加仓 |
| NFLX | NETFLIX INC. | $35.87万 | 0.06% | 3,731 | 848 | 29.4% | $8.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.70万 | 0.06% | 2,402 | 479 | 24.9% | $6.92万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $34.56万 | 0.06% | 1,455 | -170 | -10.5% | -$4.04万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.48万 | 0.06% | 16,892 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $34.02万 | 0.05% | 3,331 | 6 | 0.2% | $613 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.06万 | 0.05% | 661 | 123 | 22.9% | $6.15万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $32.84万 | 0.05% | 23,322 | 23,322 | — | $32.84万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.83万 | 0.05% | 667 | 60 | 9.9% | $2.95万 | 加仓 |
| IJK | ISHARES TR | $32.68万 | 0.05% | 3,248 | 1 | 0.0% | $101 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.61万 | 0.05% | 385 | 385 | — | $32.61万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $32.15万 | 0.05% | 875 | -25 | -2.8% | -$9,186 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $31.90万 | 0.05% | 5,336 | -33 | -0.6% | -$1,973 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.70万 | 0.05% | 1,308 | 80 | 6.5% | $1.94万 | 加仓 |
| SPYI | NEOS ETF TRUST | $30.94万 | 0.05% | 6,268 | 1,620 | 34.9% | $8.00万 | 加仓 |
| MRK | MERCK & CO INC | $30.81万 | 0.05% | 2,561 | 647 | 33.8% | $7.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $30.79万 | 0.05% | 3,255 | 275 | 9.2% | $2.60万 | 加仓 |