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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 126 项
建仓 8
增持 34
减持 37
清仓 47
方向
标的
Δ市值
现股数(环比)
增持
SCHX
Schwab US Large-Cap ETF
+$10.5M
2,282,477
+11%
增持
SCHG
Schwab US Large-Cap Growth ETF
+$7.4M
1,153,143
+10%
增持
SCHD
Schwab US Dividend Equity ETF
+$2.9M
1,622,840
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。
+13%
减持
NVDA
NVIDIA Corp
+$2.8M
59,471
-2%
增持
SCHM
Schwab US Mid-Cap ETF
+$2.3M
540,858
+10%
增持
SCHK
Schwab 1000 Index ETF
+$983.8K
89,045
+43%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$764.8K
112,243
+6%
增持
VOO
Vanguard 500 ETF
+$760.5K
3,598
+44%
增持
MEMS
Matthews EM Discovery Active ETF
+$619.1K
113,470
+13%
减持
AAPL
Apple Computer Inc
-$197.6K
886
-48%
减持
ARKK
ARK Innovation ETF
+$180.4K
8,090
-1%
减持
IWP
iShares Russell Mid-Cap Growth ETF
+$129.9K
6,137
-0%
减持
QQQ
Invesco QQQ Trust ETF
+$125.4K
2,043
-4%
减持
AMZN
Amazon.com Inc
-$71.8K
363
-54%
增持
ARKB
ARK 21Shares Bitcoin ETF
+$64.2K
7,647
+200%
增持
IXN
iShares Global Tech ETF
+$59.1K
3,534
+0%
减持
TSLA
Tesla Motors Inc
-$55.8K
194
-57%
减持
JPM
JPMorgan Chase & Co
+$55.0K
1,261
-0%
增持
PAVE
Global X US Infrastructure Dev ETF
+$54.0K
8,857
+1%
减持
IVV
iShares Core S&P 500 ETF
+$53.6K
918
-0%
建仓
COHR
Coherent Inc
+$53.5K
600
增持
VYM
Vanguard High Dividend Yield ETF
+$50.9K
11,345
+0%
建仓
ASB
Associated Banc-Corp
+$48.8K
2,000
清仓
CRWD
CrowdStrike Holdings Inc
-$47.6K
0
-100%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd ADR
-$47.3K
9
-97%
减持
ENVX
ENOVIX Corp
+$44.4K
14,996
-0%
减持
GOOGL
Google Inc Class A
+$43.1K
2,076
-1%
清仓
—
Coherent Inc
-$39.0K
0
-100%
减持
CRM
Salesforce Com
-$36.1K
37
-78%
增持
SPY
SPDR S&P 500 ETF
+$34.8K
580
+0%
清仓
PLTR
Palantir Technologies Inc
-$33.3K
0
-100%
减持
META
Meta Platforms Inc Class A
+$31.2K
200
-1%
增持
SCHC
Schwab International Small-Cap Eq ETF
+$29.7K
4,376
+0%
减持
IYW
iShares US Technology ETF
+$24.1K
938
-5%
增持
CARR
Carrier Global Corp-Wi
+$21.3K
2,130
+0%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$20.8K
436
增持
IEFA
iShares Core MSCI EAFE ETF
+$20.5K
2,354
+1%
增持
IETC
iShares US Tech Independence Focused ETF
+$20.2K
1,008
+1%
减持
QUAL
iShares MSCI USA Quality Factor ETF
-$20.1K
362
-28%
清仓
DYNF
iShares U.S. Equity Fac Rotation Act ETF
-$19.5K
0
-100%
减持
SCHE
Schwab Emerging Markets Equity ETF
+$18.9K
9,377
-2%
减持
AVGO
Broadcom Inc
-$17.7K
325
-49%
建仓
CNM
CORE & MAIN INC-CLASS A
+$17.5K
290
减持
AMD
Advanced Micro Devices
+$17.4K
455
-1%
减持
VUG
Vanguard Growth ETF
-$16.6K
407
-23%
清仓
—
GRAYSCALE BITCOIN MINI TRUST ETF
-$15.9K
0
-100%
减持
GS
Goldman Sachs Group Inc
+$15.6K
100
-1%
清仓
MTUM
iShares MSCI USA Momentum Factor ETF
-$15.6K
0
-100%
减持
IWS
iShares Russell Mid-Cap Value ETF
+$15.4K
2,966
-1%
减持
XLF
Sector SPDR - Financial
+$14.7K
7,509
-1%
清仓
—
CORE & MAIN INC-CLASS A
-$14.0K
0
-100%
增持
SCHA
Schwab US Small-Cap ETF
+$13.2K
6,804
+0%
增持
SCHB
Schwab US Broad Market ETF
+$13.0K
5,515
+0%
建仓
CI
Cigna Corp
+$12.9K
39
清仓
—
Cigna Corp
-$12.8K
0
-100%
建仓
C
Citigroup Inc
+$11.9K
140
建仓
DAL
DELTA AIR LINES INC
+$11.6K
235
减持
VIG
Vanguard Dividend Appreciation ETF
+$10.7K
1,730
-2%
减持
DIS
Disney Walt Co
+$10.5K
436
-1%
清仓
—
DELTA AIR LINES INC
-$10.2K
0
-100%
清仓
—
Citigroup Inc
-$9.9K
0
-100%
增持
FAST
Fastenal Co
+$9.0K
2,800
+100%
减持
HEFA
iShares Currency Hedged MSCI EAFE ETF
+$8.6K
6,970
-1%
减持
IJR
iShares Core S&P Small-Cap ETF
+$8.3K
2,200
-1%
增持
ESGV
Vanguard ESG US Stock ETF
+$8.1K
682
+0%
减持
JNJ
Johnson & Johnson
-$7.9K
550
-1%
清仓
SPEM
SPDR S&P Emerging Markets ETF
-$6.9K
0
-100%
减持
GD
General Dynamics Corp
+$6.8K
400
-1%
清仓
BC
Brunswick Corp
-$5.9K
0
-100%
清仓
OEF
iShares S&P 100 ETF
-$5.7K
0
-100%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$5.3K
5,637
+1%
清仓
JPST
JPMorgan Ultra-Short Income ETF
-$4.7K
0
-100%
清仓
OMFL
Invesco Russell 1000 Dynamic Mltfct ETF
-$4.7K
0
-100%
减持
MCHP
Microchip Technology Inc
+$4.7K
500
-21%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$4.6K
740
+0%
清仓
IAUM
iShares Gold Trust
-$4.4K
0
-100%
建仓
LUMN
Lumen Technologies Inc
+$4.4K
1,000
清仓
RPG
Guggenheim S&P 500 Pure Growth ETF
-$4.1K
0
-100%
增持
IOO
iShares Global 100 ETF
+$4.0K
326
+1%
清仓
XLV
Sector SPDR - Health Care
-$3.9K
0
-100%
清仓
XLY
Sector SPDR - Consumer Discretionary
-$3.8K
0
-100%
清仓
—
Global Sources Limited
-$3.6K
0
-100%
清仓
XLC
Select Sector SPDR - Communication
-$3.6K
0
-100%
减持
SCHF
Schwab International Equity ETF
+$3.5K
5,276
-8%
增持
EFG
iShares MSCI EAFE Growth ETF
+$3.4K
263
+1%
减持
MSFT
Microsoft Corp
+$3.4K
55
-14%
清仓
XLI
Sector SPDR - Industrial
-$3.3K
0
-100%
增持
APAM
Artisan Partners Asset Mgmt Inc
+$2.9K
506
+1%
增持
EFV
iShares MSCI EAFE Value ETF
+$2.5K
436
+2%
增持
SHYG
iShares 0-5 Year High Yield Corp Bond ETF
+$2.3K
2,244
+1%
增持
LRCX
Lam Research Corp
+$2.3K
91
+1%
清仓
XLE
Sector SPDR - Energy
-$2.1K
0
-100%
清仓
—
Exxon Mobil Corporation
-$1.8K
0
-100%
增持
CGGO
Capital Group Global Growth Equity ETF
+$1.8K
188
+25%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$1.7K
154
+18%
减持
FTCI
FTC Solar Inc
+$1.6K
1,016
-2%
增持
VIGI
Vanguard Int'l Dividend Appreciation ETF
+$1.6K
208
+0%
清仓
XLU
Sector SPDR - Utilities
-$1.6K
0
-100%
减持
VOT
Vanguard Mid Cap Growth ETF
-$1.4K
7
-50%
清仓
V
Visa Inc Cl A
-$1.4K
0
-100%
清仓
TDG
Transdigm Group Inc
-$1.4K
0
-100%
清仓
ABBV
AbbVie Inc
-$1.3K
0
-100%
减持
NFLX
Netflix Inc.
+$1.1K
5
-17%
减持
HD
Home Depot Inc
-$1.1K
285
-1%
清仓
UNH
Unitedhealth Group Inc
-$1.0K
0
-100%
清仓
XLRE
Real Estate Select Sector SPDR ETF
-$963
0
-100%
清仓
MNST
Monster Beverage Corp
-$878
0
-100%
清仓
LLY
Lilly Eli & Company
-$826
0
-100%
清仓
USB
U S Bancorp Del New
-$760
0
-100%
增持
SPGP
Invesco S&P 500 GARP ETF
+$697
38
+12%
清仓
PG
Procter & Gamble Co
-$682
0
-100%
清仓
—
Trane Technologies PLC
-$674
0
-100%
清仓
PLD
Prologis
-$671
0
-100%
清仓
FISV
Fiserv Inc
-$662
0
-100%
清仓
CMI
Cummins Inc
-$627
0
-100%
清仓
UBER
Uber Technologies Inc
-$583
0
-100%
清仓
TMO
Thermo Fisher Scientific
-$498
0
-100%
清仓
XLB
Sector SPDR - Materials
-$430
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$425
0
-100%
清仓
BX
Blackstone Inc
-$419
0
-100%
清仓
ADBE
Adobe Systems Inc
-$384
0
-100%
清仓
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
-$367
0
-100%
清仓
PANW
Palo Alto Networks Inc
-$341
0
-100%
清仓
AMGN
Amgen Incorporated
-$312
0
-100%
增持
FNDX
Schwab Fundamental US Large Company ETF
+$220
213
+0%
减持
BND
Vanguard Total Bond Market ETF
-$136
62
-3%