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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |