13F 机构持仓

Richmond Investment Services, LLC

Mequon WI · SEC CIK 0002031991

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWL 10.6%
QQQ 6.5%
SPYM 5.8%
MOAT 4.7%
GDX 3.8%
VNLA 3.6%
GTO 2.7%
SDVY 2.6%
FYC 2.3%
GPIX 2.2%

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
IWL ISHARES TR $6,577.92万10.63%409,892 13,4563.4% $215.94万 加仓
QQQ INVESCO QQQ TR $3,998.74万6.46%69,268 2,0613.1% $118.98万 加仓
SPYM SPDR SERIES TRUST $3,595.20万5.81%469,712 18,5814.1% $142.22万 加仓
MOAT VANECK ETF TRUST $2,929.20万4.73%302,917 6,9442.3% $67.15万 加仓
GDX VANECK ETF TRUST $2,340.75万3.78%255,066 3,7381.5% $34.30万 加仓
VNLA JANUS DETROIT STR TR $2,202.41万3.56%450,751 38,5749.4% $188.48万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $1,683.39万2.72%359,478 14,4224.2% $67.54万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $1,635.12万2.64%414,692 17,9724.5% $70.86万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $1,425.18万2.30%146,944 3,8592.7% $37.43万 加仓
GPIX GOLDMAN SACHS ETF TR $1,374.31万2.22%274,642 274,642— $1,374.31万 新建仓
SMH VANECK ETF TRUST $1,364.53万2.21%35,580 17,76199.7% $681.15万 加仓
FEOE RBB FUND TRUST $1,242.80万2.01%246,294 246,294— $1,242.80万 新建仓
VUG VANGUARD INDEX FDS $1,234.12万1.99%28,245 -925-3.2% -$40.42万 减仓
AVEM AMERICAN CENTY ETF TR $1,106.43万1.79%137,310 5,5994.3% $45.12万 加仓
SPSM SPDR SERIES TRUST $1,036.73万1.68%214,545 -9,576-4.3% -$46.27万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $829.88万1.34%195,085 -4,343-2.2% -$18.47万 减仓
VEU VANGUARD INTL EQUITY INDEX F $829.33万1.34%110,427 -25,971-19.0% -$195.05万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $801.15万1.29%304,966 25,3789.1% $66.67万 加仓
SPDW SPDR INDEX SHS FDS $769.69万1.24%168,604 -3,663-2.1% -$16.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $726.04万1.17%15,151 1471.0% $7.04万 加仓
NVDA NVIDIA CORPORATION $725.44万1.17%41,594 2,4006.1% $41.86万 加仓
IEMG ISHARES INC $670.74万1.08%96,163 57,338147.7% $399.93万 加仓
AAPL APPLE INC $596.17万0.96%23,489 1,3336.0% $33.83万 加仓
SPY STATE STR SPDR S&P 500 ETF T $540.16万0.87%8,303 -221-2.6% -$14.38万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $462.35万0.75%130,904 15,67413.6% $55.36万 加仓
SPEM SPDR INDEX SHS FDS $456.97万0.74%97,412 1,7341.8% $8.13万 加仓
FTLS FIRST TR EXCH TRADED FD III $446.94万0.72%63,524 -2,272-3.5% -$15.99万 减仓
AMZN AMAZON COM INC $404.46万0.65%19,420 9725.3% $20.24万 加仓
DYNF BLACKROCK ETF TRUST $393.40万0.64%67,615 1,1401.7% $6.63万 加仓
VTI VANGUARD INDEX FDS $391.24万0.63%12,195 -3,396-21.8% -$108.95万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $370.85万0.60%132,446 9,1227.4% $25.54万 加仓
IVV ISHARES TR $368.96万0.60%5,648 1,15125.6% $75.19万 加仓
XLK SELECT SECTOR SPDR TR $358.75万0.58%26,993 7993.1% $10.62万 加仓
VO VANGUARD INDEX FDS $353.93万0.57%12,323 6,853125.3% $196.83万 加仓
GOOGL ALPHABET INC $340.19万0.55%11,829 8207.4% $23.58万 加仓
MSFT MICROSOFT CORP $303.89万0.49%8,209 5497.2% $20.32万 加仓
TLH ISHARES TR $282.05万0.46%28,006 12,47780.3% $125.66万 加仓
IEFA ISHARES TR $273.55万0.44%30,216 8,45338.8% $76.52万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $271.57万0.44%138,378 -8,604-5.9% -$16.89万 减仓
GLD SPDR GOLD TR $268.07万0.43%6,230 3,598136.7% $154.82万 加仓
RECS COLUMBIA ETF TR I $267.54万0.43%68,635 7501.1% $2.92万 加仓
IUSB ISHARES TR $252.06万0.41%54,570 11,92828.0% $55.10万 加仓
GOVT ISHARES TR $247.04万0.40%107,830 33,88945.8% $77.64万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $238.61万0.39%25,724 -696-2.6% -$6.46万 减仓
GOOG ALPHABET INC $228.86万0.37%7,978 841.1% $2.41万 加仓
VTV VANGUARD INDEX FDS $225.64万0.36%11,500 2742.4% $5.38万 加仓
CLOI VANECK ETF TRUST $217.45万0.35%41,264 -13,277-24.3% -$69.97万 减仓
MBB ISHARES TR $215.41万0.35%22,687 2,59012.9% $24.59万 加仓
BIL SPDR SERIES TRUST $214.41万0.35%23,397 14,996178.5% $137.42万 加仓
IVW ISHARES TR $209.66万0.34%18,536 2,16613.2% $24.50万 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $205.00万0.33%31,877 -270-0.8% -$1.74万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $198.89万0.32%26,452 740.3% $5,564 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $196.52万0.32%96,226 4,6415.1% $9.48万 加仓
FV FIRST TR EXCHANGE TRADED FD $196.10万0.32%32,448 -193-0.6% -$1.17万 减仓
IVE ISHARES TR $191.92万0.31%9,090 4445.1% $9.37万 加仓
IAGG ISHARES TR $189.87万0.31%37,943 29,803366.1% $149.13万 加仓
VONV VANGUARD SCOTTSDALE FDS $186.59万0.30%19,905 12,405165.4% $116.28万 加仓
QUAL ISHARES TR $185.50万0.30%9,671 1,20514.2% $23.11万 加仓
VRT VERTIV HOLDINGS CO $184.00万0.30%7,343 -671-8.4% -$16.81万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $183.57万0.30%69,905 9,08814.9% $23.87万 加仓
CGGR CAPITAL GROUP GROWTH ETF $180.76万0.29%44,977 5,29013.3% $21.26万 加仓
IEF ISHARES TR $170.52万0.28%17,867 17,867— $170.52万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $169.96万0.27%24,891 5212.1% $3.56万 加仓
WEC WEC ENERGY GROUP INC $165.58万0.27%14,303 1,0367.8% $11.99万 加仓
TSLA TESLA INC $164.98万0.27%4,438 270.6% $1.00万 加仓
HGER HARBOR ETF TRUST $164.84万0.27%53,156 53,156— $164.84万 新建仓
IUSG ISHARES TR $153.95万0.25%9,925 1,91123.8% $29.64万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $152.77万0.25%68,384 8,90215.0% $19.89万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $151.48万0.24%39,427 3,99211.3% $15.34万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $143.11万0.23%89,052 89,052— $143.11万 新建仓
JAAA JANUS DETROIT STR TR $139.00万0.22%27,595 -3,925-12.5% -$19.77万 减仓
THRO BLACKROCK ETF TRUST $137.96万0.22%38,090 3,49910.1% $12.67万 加仓
VCIT VANGUARD SCOTTSDALE FDS $131.44万0.21%15,883 9,171136.6% $75.89万 加仓
LLY ELI LILLY & CO $131.42万0.21%1,429 16012.6% $14.72万 加仓
EFV ISHARES TR $131.36万0.21%17,668 2,12013.6% $15.76万 加仓
VONG VANGUARD SCOTTSDALE FDS $129.47万0.21%11,803 7,206156.8% $79.04万 加仓
MUB ISHARES TR $119.98万0.19%11,303 1,41114.3% $14.98万 加仓
IUSV ISHARES TR $119.55万0.19%11,691 2,38625.6% $24.40万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $115.70万0.19%26,542 760.3% $3,313 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $115.39万0.19%12,494 -752-5.7% -$6.94万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $114.91万0.19%38,965 3,90411.1% $11.51万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $114.34万0.18%33,858 13,42865.7% $45.35万 加仓
CGBL CAPITAL GROUP CORE BALANCED $112.14万0.18%32,589 11,10751.7% $38.22万 加仓
JMBS JANUS DETROIT STR TR $111.84万0.18%24,754 -1,056-4.1% -$4.77万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $108.75万0.18%4,647 -485-9.5% -$11.35万 减仓
JNJ JOHNSON & JOHNSON $108.58万0.18%4,443 1503.5% $3.67万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $108.43万0.18%9,787 7107.8% $7.87万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $107.53万0.17%6,976 -377-5.1% -$5.81万 减仓
BAI BLACKROCK ETF TRUST $104.77万0.17%31,799 6,05723.5% $19.96万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $99.16万0.16%21,084 -1,669-7.3% -$7.85万 减仓
MTUM ISHARES TR $98.74万0.16%4,112 52814.7% $12.68万 加仓
ISPY PROSHARES TR $96.10万0.16%22,167 -308,297-93.3% -$1,336.54万 减仓
CGMM CAPITAL GROUP EQUITY ETF TR $94.01万0.15%32,020 32,020— $94.01万 新建仓
LSGR NATIXIS ETF TRUST II $92.26万0.15%23,422 23,422— $92.26万 新建仓
IJR ISHARES TR $90.76万0.15%7,301 -69-0.9% -$8,578 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $90.68万0.15%7,438 00.0% — 不变
AIQ GLOBAL X FDS $90.55万0.15%19,401 3762.0% $1.75万 加仓
IREN IREN LIMITED $89.59万0.14%26,135 2,42210.2% $8.30万 加仓
JCI JOHNSON CONTROLS INTERNATION $89.09万0.14%6,803 79213.2% $10.37万 加仓
AVGO BROADCOM INC $88.45万0.14%2,858 -109-3.7% -$3.37万 减仓