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Richardson Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Richardson Capital Management LLC
报告期 2026-03-31 · CIK 0001621646
持仓数
394
前50大市值合计
$198.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 110 项
建仓 4
增持 32
减持 23
清仓 51
方向
标的
Δ市值
现股数(环比)
增持
SCHX
Schwab US Large-Cap ETF
+$6.9M
548,979
+16%
增持
SCHD
Schwab US Dividend Equity ETF
+$4.0M
460,767
+3%
增持
SCHG
Schwab US Large-Cap Growth ETF
+$1.2M
260,181
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+1%
增持
SCHM
Schwab US Mid-Cap ETF
+$1.1M
170,376
+2%
减持
ARKK
ARK Innovation ETF
-$412.2K
801
-92%
减持
IJH
iShares Core S&P Mid-Cap ETF
+$330.8K
95,760
-1%
增持
MEMS
Matthews EM Discovery Active ETF
+$264.4K
81,519
+8%
减持
IXN
iShares Global Tech ETF
-$234.0K
827
-77%
减持
IWO
iShares Russell 2000 Growth ETF
-$225.6K
214
-80%
清仓
ARKB
ARK 21Shares Bitcoin ETF
-$151.7K
0
-100%
增持
VYM
Vanguard High Dividend Yield ETF
+$109.9K
11,266
+0%
增持
SCHK
Schwab 1000 Index ETF
+$100.3K
31,271
+0%
清仓
GNRC
Generac Holdings Inc
-$76.4K
0
-100%
增持
VOO
Vanguard 500 ETF
+$75.3K
2,277
+1%
增持
TSLA
Tesla Motors Inc
+$55.6K
456
+42%
清仓
BA
Boeing Co
-$50.1K
0
-100%
减持
CRM
Salesforce Com
-$46.0K
170
-53%
清仓
UAL
UNITED CONTINENTAL HOLDINGS INC
-$37.7K
0
-100%
增持
VIG
Vanguard Dividend Appreciation ETF
+$37.2K
1,688
+4%
增持
CARR
Carrier Global Corp-Wi
+$37.1K
2,111
+0%
减持
AAPL
Apple Computer Inc
+$33.7K
1,694
-1%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$31.8K
11,998
+0%
清仓
—
Carnival Corp New
-$30.3K
0
-100%
增持
PAVE
Global X US Infrastructure Dev ETF
+$29.8K
4,276
+8%
增持
SCHA
Schwab US Small-Cap ETF
+$25.5K
5,833
+1%
减持
SCHF
Schwab International Equity ETF
+$23.6K
8,792
-0%
增持
SHYG
iShares 0-5 Year High Yield Corp Bond ETF
+$21.6K
1,540
+44%
清仓
EXAS
Exact Sciences Corp
-$21.1K
0
-100%
减持
NVDA
NVIDIA Corp
-$19.6K
4,670
-2%
清仓
SPR
Spirit AeroSystems Holdings Inc
-$18.9K
0
-100%
清仓
CAH
Cardinal Health Inc
-$18.7K
0
-100%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$18.5K
2,156
+11%
清仓
BHP
B H P Billiton Limited
-$18.4K
0
-100%
清仓
ARKG
ARK Genomic Revolution ETF
-$17.4K
0
-100%
减持
XLK
Sector SPDR - Technology
-$17.0K
15
-83%
清仓
C
Citigroup Inc
-$15.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$15.8K
506
+0%
减持
VO
Vanguard Mid-Cap ETF
+$14.8K
781
-1%
清仓
BEN
FRANKLIN RESOURCES
-$14.5K
0
-100%
增持
SCHB
Schwab US Broad Market ETF
+$13.8K
2,476
+3%
清仓
UPS
United Parcel Service B
-$13.7K
0
-100%
增持
SCHC
Schwab International Small-Cap Eq ETF
+$12.9K
4,225
+0%
建仓
ETHE
Grayscale Ethereum Trust (ETH)
+$12.9K
589
建仓
—
GRAYSCALE BITCOIN MINI TRUST ETF
+$12.3K
2,184
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$11.8K
240
-55%
清仓
—
Lyondellbasell Inds
-$11.7K
0
-100%
清仓
AGG
iShares Core US Aggregate Bond ETF
-$11.6K
0
-100%
减持
DIS
Disney Walt Co
-$10.0K
36
-74%
清仓
—
Lam Research Corp
-$9.6K
0
-100%
清仓
INTC
Intel Corp
-$8.5K
0
-100%
减持
VTI
Vanguard Total Stock Market ETF
+$8.1K
1,288
-3%
增持
AVGO
Broadcom Ltd
+$6.3K
530
+900%
增持
IETC
iShares US Tech Independence Focused ETF
+$6.2K
866
+6%
清仓
T
A T & T Corp
-$5.9K
0
-100%
清仓
BXMT
Blackstone Mortgage Trust Inc A
-$5.8K
0
-100%
清仓
LUV
Southwest Airlines Co
-$5.7K
0
-100%
清仓
—
Astrazeneca Plc Adr
-$5.0K
0
-100%
增持
VUG
Vanguard Growth ETF
+$4.7K
400
+1%
清仓
—
Coca-Cola Europacific Partners PLC
-$4.6K
0
-100%
减持
COST
Costco Wholesale Corp
-$4.6K
131
-8%
清仓
SPGI
S&P Global Inc
-$4.5K
0
-100%
清仓
SAP
S A P Aktiengesell Adr
-$4.4K
0
-100%
减持
QQQ
Invesco QQQ Trust ETF
+$4.4K
2,125
-1%
清仓
SLRC
SLR Investment Corp
-$4.2K
0
-100%
清仓
MDLZ
Mondelez Intl Inc Cl A
-$4.2K
0
-100%
清仓
SMHB
ETRACS 2xMnthly Py Lvrgd US SmCpHiDivETN
-$4.1K
0
-100%
减持
BRK/B
Berkshire Hathaway Cl B
+$4.1K
191
-7%
减持
IWF
iShares Russell 1000 Growth ETF
+$4.1K
1,516
-2%
清仓
—
Ferrari N V
-$4.1K
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$3.8K
1,179
-0%
增持
ESGV
Vanguard ESG US Stock ETF
+$3.6K
677
+0%
清仓
JNJ
Johnson & Johnson
-$3.5K
0
-100%
增持
QUAL
iShares MSCI USA Quality Factor ETF
+$3.3K
367
+0%
清仓
MCD
McDonald's Corp.
-$3.3K
0
-100%
清仓
MELI
MERCADOLIBRE INC.
-$3.3K
0
-100%
清仓
LHX
L3Harris Technologies Ord
-$3.1K
0
-100%
清仓
DOW
Dow Chemical Company
-$3.0K
0
-100%
清仓
SNPS
Synopsys Inc
-$3.0K
0
-100%
清仓
EW
Edwards Lifesciences Cp
-$3.0K
0
-100%
清仓
—
Accenture Ltd Cl A
-$2.7K
0
-100%
清仓
SYK
Stryker Corp
-$2.7K
0
-100%
清仓
—
UBS AG REG
-$2.6K
0
-100%
清仓
V
Visa Inc Cl A
-$2.6K
0
-100%
清仓
—
TotalEnergies SE
-$2.6K
0
-100%
清仓
CTVA
Corteva Inc com
-$2.6K
0
-100%
清仓
SLB
Schlumberger Ltd
-$2.5K
0
-100%
清仓
TM
Toyota Motor Cp Adr Newf
-$2.5K
0
-100%
增持
FBND
Fidelity Total Bond ETF
+$2.3K
977
+1%
减持
EFG
iShares MSCI EAFE Growth ETF
+$2.2K
513
-1%
增持
HTRB
Hartford Total Return Bond ETF
+$2.2K
1,192
+1%
减持
BND
Vanguard Total Bond Market ETF
-$2.1K
78
-29%
清仓
WDS
Woodside Petroleum Ltd
-$1.9K
0
-100%
减持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$1.8K
374
-5%
增持
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
+$1.7K
1,841
+1%
减持
IJR
iShares Core S&P Small-Cap ETF
+$1.7K
730
-7%
清仓
SPG
SIMON PROPERTY GROUP
-$1.5K
0
-100%
清仓
CMS
CMS Energy Corp
-$1.5K
0
-100%
清仓
KD
Kyndryl Holdings Inc
-$1.4K
0
-100%
建仓
—
GRAYSCALE ETHEREUM MINI ETF
+$1.4K
589
清仓
ECL
Ecolab Inc
-$1.4K
0
-100%
增持
QQQM
Invesco NASDAQ 100 ETF
+$1.4K
338
+0%
清仓
ABT
Abbott Laboratories
-$1.4K
0
-100%
增持
HEFA
iShares Currency Hedged MSCI EAFE ETF
+$1.2K
940
+4%
建仓
VIOV
Vanguard S&P Small-Cap 600 Value ETF
+$1.1K
12
减持
EFV
iShares MSCI EAFE Value ETF
-$963
423
-11%
增持
HOG
Harley Davidson, Inc.
+$936
182
+1%
增持
SCHP
Schwab US TIPS ETF
+$920
428
+1%
清仓
—
Aqua Metals Inc
-$774
0
-100%
增持
VGIT
Vanguard Interm-Term Treasury Idx ETF
+$588
216
+1%
清仓
WBD
WARNER BROS. DISCOVERY SRS A ORD WI
-$551
0
-100%