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 |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | $6,577.92万 | 10.63% | 409,892 | 13,456 | 3.4% | $215.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,998.74万 | 6.46% | 69,268 | 2,061 | 3.1% | $118.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,595.20万 | 5.81% | 469,712 | 18,581 | 4.1% | $142.22万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,929.20万 | 4.73% | 302,917 | 6,944 | 2.3% | $67.15万 | 加仓 |
| GDX | VANECK ETF TRUST | $2,340.75万 | 3.78% | 255,066 | 3,738 | 1.5% | $34.30万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $2,202.41万 | 3.56% | 450,751 | 38,574 | 9.4% | $188.48万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,683.39万 | 2.72% | 359,478 | 14,422 | 4.2% | $67.54万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,635.12万 | 2.64% | 414,692 | 17,972 | 4.5% | $70.86万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $1,425.18万 | 2.30% | 146,944 | 3,859 | 2.7% | $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 | 17,761 | 99.7% | $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 | 5,599 | 4.3% | $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 | 25,378 | 9.1% | $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 | 147 | 1.0% | $7.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $725.44万 | 1.17% | 41,594 | 2,400 | 6.1% | $41.86万 | 加仓 |
| IEMG | ISHARES INC | $670.74万 | 1.08% | 96,163 | 57,338 | 147.7% | $399.93万 | 加仓 |
| AAPL | APPLE INC | $596.17万 | 0.96% | 23,489 | 1,333 | 6.0% | $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 | 15,674 | 13.6% | $55.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $456.97万 | 0.74% | 97,412 | 1,734 | 1.8% | $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 | 972 | 5.3% | $20.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $393.40万 | 0.64% | 67,615 | 1,140 | 1.7% | $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 | 9,122 | 7.4% | $25.54万 | 加仓 |
| IVV | ISHARES TR | $368.96万 | 0.60% | 5,648 | 1,151 | 25.6% | $75.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $358.75万 | 0.58% | 26,993 | 799 | 3.1% | $10.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $353.93万 | 0.57% | 12,323 | 6,853 | 125.3% | $196.83万 | 加仓 |
| GOOGL | ALPHABET INC | $340.19万 | 0.55% | 11,829 | 820 | 7.4% | $23.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $303.89万 | 0.49% | 8,209 | 549 | 7.2% | $20.32万 | 加仓 |
| TLH | ISHARES TR | $282.05万 | 0.46% | 28,006 | 12,477 | 80.3% | $125.66万 | 加仓 |
| IEFA | ISHARES TR | $273.55万 | 0.44% | 30,216 | 8,453 | 38.8% | $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 | 3,598 | 136.7% | $154.82万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $267.54万 | 0.43% | 68,635 | 750 | 1.1% | $2.92万 | 加仓 |
| IUSB | ISHARES TR | $252.06万 | 0.41% | 54,570 | 11,928 | 28.0% | $55.10万 | 加仓 |
| GOVT | ISHARES TR | $247.04万 | 0.40% | 107,830 | 33,889 | 45.8% | $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 | 84 | 1.1% | $2.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $225.64万 | 0.36% | 11,500 | 274 | 2.4% | $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 | 2,590 | 12.9% | $24.59万 | 加仓 |
| BIL | SPDR SERIES TRUST | $214.41万 | 0.35% | 23,397 | 14,996 | 178.5% | $137.42万 | 加仓 |
| IVW | ISHARES TR | $209.66万 | 0.34% | 18,536 | 2,166 | 13.2% | $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 | 74 | 0.3% | $5,564 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $196.52万 | 0.32% | 96,226 | 4,641 | 5.1% | $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 | 444 | 5.1% | $9.37万 | 加仓 |
| IAGG | ISHARES TR | $189.87万 | 0.31% | 37,943 | 29,803 | 366.1% | $149.13万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $186.59万 | 0.30% | 19,905 | 12,405 | 165.4% | $116.28万 | 加仓 |
| QUAL | ISHARES TR | $185.50万 | 0.30% | 9,671 | 1,205 | 14.2% | $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 | 9,088 | 14.9% | $23.87万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $180.76万 | 0.29% | 44,977 | 5,290 | 13.3% | $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 | 521 | 2.1% | $3.56万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $165.58万 | 0.27% | 14,303 | 1,036 | 7.8% | $11.99万 | 加仓 |
| TSLA | TESLA INC | $164.98万 | 0.27% | 4,438 | 27 | 0.6% | $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 | 1,911 | 23.8% | $29.64万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $152.77万 | 0.25% | 68,384 | 8,902 | 15.0% | $19.89万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $151.48万 | 0.24% | 39,427 | 3,992 | 11.3% | $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 | 3,499 | 10.1% | $12.67万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $131.44万 | 0.21% | 15,883 | 9,171 | 136.6% | $75.89万 | 加仓 |
| LLY | ELI LILLY & CO | $131.42万 | 0.21% | 1,429 | 160 | 12.6% | $14.72万 | 加仓 |
| EFV | ISHARES TR | $131.36万 | 0.21% | 17,668 | 2,120 | 13.6% | $15.76万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $129.47万 | 0.21% | 11,803 | 7,206 | 156.8% | $79.04万 | 加仓 |
| MUB | ISHARES TR | $119.98万 | 0.19% | 11,303 | 1,411 | 14.3% | $14.98万 | 加仓 |
| IUSV | ISHARES TR | $119.55万 | 0.19% | 11,691 | 2,386 | 25.6% | $24.40万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $115.70万 | 0.19% | 26,542 | 76 | 0.3% | $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 | 3,904 | 11.1% | $11.51万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $114.34万 | 0.18% | 33,858 | 13,428 | 65.7% | $45.35万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $112.14万 | 0.18% | 32,589 | 11,107 | 51.7% | $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 | 150 | 3.5% | $3.67万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $108.43万 | 0.18% | 9,787 | 710 | 7.8% | $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 | 6,057 | 23.5% | $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 | 528 | 14.7% | $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 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $90.55万 | 0.15% | 19,401 | 376 | 2.0% | $1.75万 | 加仓 |
| IREN | IREN LIMITED | $89.59万 | 0.14% | 26,135 | 2,422 | 10.2% | $8.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $89.09万 | 0.14% | 6,803 | 792 | 13.2% | $10.37万 | 加仓 |
| AVGO | BROADCOM INC | $88.45万 | 0.14% | 2,858 | -109 | -3.7% | -$3.37万 | 减仓 |