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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $32.57万 | 0.10% | 8,898 | 8,898 | — | $32.57万 | 新建仓 |
| ISPY | PROSHARES TR | $31.70万 | 0.10% | 6,578 | -15,589 | -70.3% | -$75.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.52万 | 0.10% | 1,481 | -2,443 | -62.3% | -$51.99万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $31.23万 | 0.10% | 854 | -1,294 | -60.2% | -$47.33万 | 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 |
| WDC | WESTERN DIGITAL CORP | $29.57万 | 0.09% | 463 | -566 | -55.0% | -$36.15万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.19万 | 0.09% | 8,769 | -6,685 | -43.3% | -$22.25万 | 减仓 |
| TMFC | RBB FD INC | $29.13万 | 0.09% | 3,825 | -3,991 | -51.1% | -$30.40万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $29.13万 | 0.09% | 1,071 | -383 | -26.3% | -$10.42万 | 重新持有 |
| USB | US BANCORP | $29.09万 | 0.09% | 4,817 | -5,586 | -53.7% | -$33.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.58万 | 0.09% | 492 | -967 | -66.3% | -$56.17万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $28.50万 | 0.09% | 11,952 | -11,951 | -50.0% | -$28.50万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $28.16万 | 0.09% | 1,425 | -2,238 | -61.1% | -$44.23万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $27.93万 | 0.09% | 1,909 | -2,020 | -51.4% | -$29.56万 | 减仓 |
| MCD | MCDONALDS CORP | $27.48万 | 0.09% | 1,017 | -1,335 | -56.8% | -$36.08万 | 减仓 |
| PULS | PGIM ETF TR | $27.24万 | 0.09% | 5,498 | 298 | 5.7% | $1.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.03万 | 0.09% | 2,262 | -7,426 | -76.7% | -$88.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.02万 | 0.09% | 374 | -432 | -53.6% | -$31.22万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $26.98万 | 0.09% | 1,892 | 1,892 | — | $26.98万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $26.66万 | 0.08% | 8,432 | -9,782 | -53.7% | -$30.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.51万 | 0.08% | 3,720 | -7,722 | -67.5% | -$55.03万 | 减仓 |
| T | AT&T INC | $26.36万 | 0.08% | 12,734 | -16,104 | -55.8% | -$33.34万 | 减仓 |
| 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 |
| MRVL | MARVELL TECHNOLOGY INC | $25.42万 | 0.08% | 853 | 853 | — | $25.42万 | 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 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.90万 | 0.08% | 4,466 | 4,466 | — | $24.90万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $24.80万 | 0.08% | 5,754 | -32,336 | -84.9% | -$139.39万 | 减仓 |
| KO | COCA COLA CO | $24.53万 | 0.08% | 3,019 | -4,194 | -58.1% | -$34.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.85万 | 0.07% | 5,396 | -7,890 | -59.4% | -$33.41万 | 减仓 |
| META | META PLATFORMS INC | $22.82万 | 0.07% | 405 | -1,003 | -71.2% | -$56.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.68万 | 0.07% | 2,744 | -4,012 | -59.4% | -$33.16万 | 减仓 |
| GEV | GE VERNOVA INC | $22.38万 | 0.07% | 191 | -379 | -66.5% | -$44.42万 | 减仓 |
| IVE | ISHARES TR | $22.17万 | 0.07% | 977 | -8,113 | -89.3% | -$184.14万 | 减仓 |
| AVGO | BROADCOM INC | $22.01万 | 0.07% | 583 | -2,275 | -79.6% | -$85.90万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $21.93万 | 0.07% | 8,748 | -12,591 | -59.0% | -$31.57万 | 减仓 |
| EFA | ISHARES TR | $21.80万 | 0.07% | 2,099 | -2,483 | -54.2% | -$25.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.60万 | 0.07% | 231 | -369 | -61.5% | -$34.51万 | 减仓 |
| IJH | ISHARES TR | $21.59万 | 0.07% | 2,800 | -2,835 | -50.3% | -$21.86万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $21.08万 | 0.07% | 4,206 | -5,092 | -54.8% | -$25.52万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $21.04万 | 0.07% | 4,608 | -4,598 | -49.9% | -$21.00万 | 减仓 |
| IRM | IRON MTN INC DEL | $20.71万 | 0.07% | 1,640 | -1,691 | -50.8% | -$21.36万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $20.49万 | 0.06% | 719 | 719 | — | $20.49万 | 新建仓 |
| IJK | ISHARES TR | $20.45万 | 0.06% | 1,741 | -1,507 | -46.4% | -$17.71万 | 减仓 |
| — | THE MARYGOLD COMPANIES INC | $14.56万 | 0.05% | 122,350 | 122,350 | — | $14.56万 | 新建仓 |
| 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 |