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 |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | $4,034.60万 | 12.77% | 218,146 | -191,746 | -46.8% | -$3,546.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,718.87万 | 8.60% | 36,921 | -32,347 | -46.7% | -$2,382.04万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,169.53万 | 6.86% | 246,875 | -222,837 | -47.4% | -$1,958.29万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,357.87万 | 4.30% | 20,703 | -14,877 | -41.8% | -$975.75万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,142.02万 | 3.61% | 233,710 | -217,041 | -48.2% | -$1,060.57万 | 减仓 |
| GDX | VANECK ETF TRUST | $999.08万 | 3.16% | 132,416 | -122,650 | -48.1% | -$925.39万 | 减仓 |
| MOAT | VANECK ETF TRUST | $991.24万 | 3.14% | 95,348 | -207,569 | -68.5% | -$2,157.89万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $982.43万 | 3.11% | 77,150 | -69,794 | -47.5% | -$888.75万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $951.26万 | 3.01% | 220,506 | -194,186 | -46.8% | -$837.72万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $881.01万 | 2.79% | 187,970 | -171,508 | -47.7% | -$803.86万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $826.03万 | 2.61% | 148,647 | -125,995 | -45.9% | -$700.15万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $768.16万 | 2.43% | 57,648 | 47,861 | 489.0% | $637.75万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $698.72万 | 2.21% | 72,414 | -64,896 | -47.3% | -$626.18万 | 减仓 |
| FEOE | RBB FUND TRUST | $691.44万 | 2.19% | 129,484 | -116,810 | -47.4% | -$623.77万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $656.00万 | 2.08% | 113,750 | -100,795 | -47.0% | -$581.29万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $558.79万 | 1.77% | 66,721 | -43,706 | -39.6% | -$366.04万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $476.01万 | 1.51% | 170,429 | -134,537 | -44.1% | -$375.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $461.57万 | 1.46% | 53,583 | -115,887 | -68.4% | -$998.25万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $454.93万 | 1.44% | 90,283 | -78,321 | -46.5% | -$394.66万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $381.57万 | 1.21% | 77,430 | -117,655 | -60.3% | -$579.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $359.43万 | 1.14% | 7,183 | -7,968 | -52.6% | -$398.71万 | 减仓 |
| AAPL | APPLE INC | $317.37万 | 1.00% | 10,968 | -12,521 | -53.3% | -$362.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $312.47万 | 0.99% | 4,184 | -4,119 | -49.6% | -$307.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $301.06万 | 0.95% | 15,046 | -26,548 | -63.8% | -$531.21万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $287.56万 | 0.91% | 73,226 | -57,678 | -44.1% | -$226.50万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $274.30万 | 0.87% | 80,356 | 61,526 | 326.7% | $210.02万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $253.04万 | 0.80% | 48,869 | -48,543 | -49.8% | -$251.36万 | 减仓 |
| IEMG | ISHARES INC | $227.21万 | 0.72% | 27,427 | -68,736 | -71.5% | -$569.42万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $219.83万 | 0.70% | 73,967 | -58,479 | -44.2% | -$173.80万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $212.59万 | 0.67% | 11,159 | -15,834 | -58.7% | -$301.66万 | 减仓 |
| FTH | FAETH THERAPEUTICS INC | $199.33万 | 0.63% | 79,731 | 79,731 | — | $199.33万 | 新建仓 |
| AMZN | AMAZON COM INC | $197.82万 | 0.63% | 8,300 | -11,120 | -57.3% | -$265.03万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $197.34万 | 0.62% | 5,333 | -6,862 | -56.3% | -$253.91万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $183.70万 | 0.58% | 48,393 | 15,804 | 48.5% | $59.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $178.32万 | 0.56% | 22,132 | -27,160 | -55.1% | -$218.83万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $171.58万 | 0.54% | 30,378 | 20,358 | 203.2% | $114.98万 | 加仓 |
| GOOGL | ALPHABET INC | $168.78万 | 0.53% | 4,723 | -7,106 | -60.1% | -$253.93万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $153.69万 | 0.49% | 22,598 | -45,017 | -66.6% | -$306.16万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $140.73万 | 0.45% | 71,745 | -66,633 | -48.2% | -$130.70万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $121.64万 | 0.38% | 16,031 | -16,417 | -50.6% | -$124.57万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $118.60万 | 0.38% | 12,627 | -13,097 | -50.9% | -$123.01万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $116.86万 | 0.37% | 15,765 | -16,112 | -50.5% | -$119.43万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $115.85万 | 0.37% | 3,460 | -3,883 | -52.9% | -$130.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $114.79万 | 0.36% | 3,077 | -5,132 | -62.5% | -$191.46万 | 减仓 |
| GOOG | ALPHABET INC | $113.68万 | 0.36% | 3,217 | -4,761 | -59.7% | -$168.24万 | 减仓 |
| GLD | SPDR GOLD TR | $112.61万 | 0.36% | 3,057 | -3,173 | -50.9% | -$116.89万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $111.68万 | 0.35% | 5,125 | -6,375 | -55.4% | -$138.92万 | 减仓 |
| BIL | SPDR SERIES TRUST | $108.81万 | 0.34% | 11,874 | -11,523 | -49.2% | -$105.60万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $102.08万 | 0.32% | 50,126 | -46,100 | -47.9% | -$93.88万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $96.21万 | 0.30% | 11,869 | -13,022 | -52.3% | -$105.56万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $86.62万 | 0.27% | 9,613 | -16,839 | -63.7% | -$151.73万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $85.94万 | 0.27% | 46,104 | -42,948 | -48.2% | -$80.06万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $76.14万 | 0.24% | 10,066 | 10,066 | — | $76.14万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $75.12万 | 0.24% | 25,603 | -27,553 | -51.8% | -$80.84万 | 减仓 |
| TSLA | TESLA INC | $74.91万 | 0.24% | 1,781 | -2,657 | -59.9% | -$111.75万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $74.52万 | 0.24% | 6,382 | -7,921 | -55.4% | -$92.49万 | 减仓 |
| SNDK | SANDISK CORP | $72.99万 | 0.23% | 321 | -39 | -10.8% | -$8.87万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $72.13万 | 0.23% | 15,367 | 15,367 | — | $72.13万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $68.20万 | 0.22% | 13,508 | -14,087 | -51.0% | -$71.13万 | 减仓 |
| IAGG | ISHARES TR | $67.75万 | 0.21% | 13,390 | -24,553 | -64.7% | -$124.24万 | 减仓 |
| LLY | ELI LILLY & CO | $67.55万 | 0.21% | 563 | -866 | -60.6% | -$103.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $66.15万 | 0.21% | 573 | -694 | -54.8% | -$80.12万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $65.56万 | 0.21% | 17,946 | -15,912 | -47.0% | -$58.13万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $65.28万 | 0.21% | 15,083 | -53,552 | -78.0% | -$231.78万 | 减仓 |
| TLH | ISHARES TR | $65.18万 | 0.21% | 6,495 | -21,511 | -76.8% | -$215.87万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $64.50万 | 0.20% | 7,179 | -6,057 | -45.8% | -$54.42万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $64.22万 | 0.20% | 5,027 | 5,027 | — | $64.22万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $62.88万 | 0.20% | 3,245 | -3,731 | -53.5% | -$72.30万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $61.73万 | 0.20% | 2,332 | -2,315 | -49.8% | -$61.28万 | 减仓 |
| CLOI | VANECK ETF TRUST | $61.47万 | 0.19% | 11,608 | -29,656 | -71.9% | -$157.03万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $60.45万 | 0.19% | 19,226 | 19,226 | — | $60.45万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $55.68万 | 0.18% | 12,377 | -12,377 | -50.0% | -$55.68万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $53.82万 | 0.17% | 5,560 | -6,934 | -55.5% | -$67.12万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $53.22万 | 0.17% | 12,205 | -14,337 | -54.0% | -$62.52万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $52.01万 | 0.16% | 3,719 | -3,719 | -50.0% | -$52.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $48.85万 | 0.15% | 711 | -320 | -31.0% | -$21.98万 | 减仓 |
| IVV | ISHARES TR | $48.23万 | 0.15% | 644 | -5,004 | -88.6% | -$374.78万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $47.92万 | 0.15% | 9,946 | -11,138 | -52.8% | -$53.66万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.52万 | 0.15% | 2,941 | 2,941 | — | $47.52万 | 新建仓 |
| IWM | ISHARES TR | $46.84万 | 0.15% | 1,559 | -1,807 | -53.7% | -$54.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.87万 | 0.15% | 1,401 | -1,546 | -52.5% | -$50.62万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $44.19万 | 0.14% | 2,305 | -1,197 | -34.2% | -$22.95万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $43.15万 | 0.14% | 3,756 | -4,596 | -55.0% | -$52.79万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.50万 | 0.13% | 2,909 | -3,894 | -57.2% | -$56.90万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $41.82万 | 0.13% | 15,107 | -15,675 | -50.9% | -$43.39万 | 减仓 |
| IVW | ISHARES TR | $39.62万 | 0.13% | 2,881 | -15,655 | -84.5% | -$215.29万 | 减仓 |
| USMV | ISHARES TR | $39.32万 | 0.12% | 4,076 | -4,235 | -51.0% | -$40.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.23万 | 0.12% | 1,121 | -1,495 | -57.1% | -$50.98万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $37.87万 | 0.12% | 1,558 | -2,216 | -58.7% | -$53.86万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $37.71万 | 0.12% | 6,609 | -8,298 | -55.7% | -$47.34万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $36.42万 | 0.12% | 4,936 | -58,588 | -92.2% | -$432.34万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $35.96万 | 0.11% | 11,737 | 11,737 | — | $35.96万 | 新建仓 |
| AIQ | GLOBAL X FDS | $35.74万 | 0.11% | 5,447 | -13,954 | -71.9% | -$91.56万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $35.27万 | 0.11% | 12,572 | 12,572 | — | $35.27万 | 新建仓 |
| SUSA | ISHARES TR | $34.77万 | 0.11% | 2,253 | -2,269 | -50.2% | -$35.01万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.95万 | 0.11% | 1,109 | -1,499 | -57.5% | -$45.89万 | 减仓 |
| CAT | CATERPILLAR INC | $33.88万 | 0.11% | 318 | -739 | -69.9% | -$78.74万 | 减仓 |
| IREN | IREN LIMITED | $33.27万 | 0.11% | 7,276 | -18,859 | -72.2% | -$86.24万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $33.17万 | 0.10% | 6,586 | -7,285 | -52.5% | -$36.69万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $32.74万 | 0.10% | 10,303 | -2,006 | -16.3% | -$6.38万 | 减仓 |