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RICHARDSON FINANCIAL SERVICES INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RICHARDSON FINANCIAL SERVICES INC.
报告期 2026-03-31 · CIK 0002012303
持仓数
713
前50大市值合计
$93.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 36
增持 83
减持 27
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth ETF
+$2.3M
15,140
+59%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.2M
43,830
+14084%
增持
VOO
Vanguard S&P 500 ETF
+$1.8M
5,436
+179%
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。
增持
VTV
Vanguard Value ETF
+$1.8M
37,433
+29%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.1M
22,424
增持
NVDA
NVIDIA Corp
+$1.1M
2,217
+18%
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$964.1K
7,654
清仓
XLE
ENERGY SELECT SECTOR SPDR
-$897.8K
0
-100%
增持
JNK
SPDR Blmbg High Yield Bd ETF
+$738.2K
11,869
+187%
建仓
VWO
Vanguard FTSE Emerging Markets ETF
+$735.9K
17,596
建仓
VTI
Vanguard Total Stock Market ETF
+$630.0K
2,448
增持
SPY
SPDR S&P 500 ETF Trust
+$624.1K
2,989
+46%
增持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
+$486.6K
9,206
+142%
减持
PFE
Pfizer Inc
-$469.4K
12,680
-56%
增持
BNDX
Vanguard Total International Bond ETF
+$451.6K
13,598
+209%
减持
EWL
iShares MSCI Switzerland ETF
-$450.7K
2,922
-76%
增持
BND
Vanguard Total Bond Market ETF
+$437.6K
8,895
+214%
增持
IEUR
iShares Core MSCI Europe ETF
+$437.0K
28,691
+29%
增持
VB
Vanguard Small-Cap ETF
+$435.4K
4,363
+66%
增持
AMZN
Amazon.com Inc
+$392.0K
9,140
+11%
建仓
ULST
SPDR SSgA Ultra Short Term Bond ETF
+$391.7K
9,671
建仓
VXUS
Vanguard Total International Stock ETF
+$390.8K
6,531
减持
EQIX
Equinix Inc
-$385.7K
3
-99%
增持
AAPL
Apple Inc
-$376.0K
26,928
+4%
建仓
VWIAX
Vanguard Wellesley Income Admiral
+$372.3K
6,097
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$361.5K
26,450
+36%
增持
VBR
Vanguard Small-Cap Value ETF
+$346.2K
6,504
+30%
增持
DIS
Walt Disney Co
+$344.9K
7,319
+20%
增持
MSFT
Microsoft Corp
+$332.7K
5,835
+3%
清仓
GILD
GILEAD SCIENCES INC
-$321.2K
0
-100%
增持
NVO
Novo Nordisk A/S
+$315.1K
2,747
+644%
减持
VBK
Vanguard Small-Cap Growth ETF
-$297.0K
7,188
-20%
减持
SPYM
SPDR S&P 500
+$272.7K
121,659
-6%
建仓
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF
+$268.4K
4,676
增持
HYG
iShares iBoxx $ High Yield Corp Bd ETF
+$263.1K
34,091
+11%
增持
CTAS
Cintas Corp
+$261.9K
1,890
+10%
减持
—
ACCENTURE PLC
-$256.7K
217
-77%
增持
—
ASML Holding NV
+$255.6K
898
+10%
增持
JPM
JPMorgan Chase & Co
+$253.0K
5,436
+11%
增持
PWR
Quanta Services Inc
+$250.5K
3,364
+16%
减持
VSS
Vanguard FTSE All-Wld ex-US SmCp ETF
-$244.2K
4,526
-33%
增持
MA
Mastercard Inc A
+$241.0K
2,812
+8%
增持
IVV
iShares Core S&P 500 ETF
+$234.2K
539
+423%
增持
IWM
iShares Russell 2000 ETF
+$233.3K
1,577
+222%
增持
SHYG
iShares 0-5 Year High Yield Corp Bd ETF
+$229.4K
37,268
+16%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$225.2K
40,708
+10%
建仓
EMHC
SPDR Bloomberg EM USD Bd ETF
+$223.1K
9,232
增持
GOOGL
Alphabet Inc A
+$219.8K
8,995
+10%
建仓
COF
Capital One Financial Corp
+$218.9K
1,470
增持
—
Trane Technologies PLC
+$202.4K
2,403
+13%
增持
V
Visa Inc Class A
+$202.3K
5,020
+9%
减持
EMR
EMERSON ELECTRIC CO
-$201.7K
178
-92%
增持
HD
The Home Depot Inc
+$200.6K
3,234
+8%
增持
PH
Parker Hannifin Corp
+$193.4K
1,050
+24%
建仓
VYM
Vanguard High Dividend Yield ETF
+$188.3K
1,749
增持
COST
Costco Wholesale Corp
+$184.6K
1,425
+9%
增持
—
Linde plc
+$180.3K
1,209
+30%
增持
AMT
American Tower Corp
+$177.5K
2,652
+65%
建仓
VALSX
Value Line Select Growth Fund
+$172.5K
4,671
减持
ARCC
ARES CAPITAL CORP BDC
-$166.6K
1,060
-89%
建仓
NTBIX
Navigator Tactical Fixed Income I
+$166.2K
16,868
增持
HCA
HCA Healthcare Inc
+$157.5K
1,361
+24%
减持
ROP
ROPER TECHNOLOGIES INC
-$156.5K
795
-28%
增持
VXF
Vanguard Extended Market ETF
+$155.6K
1,748
+91%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$154.8K
76,573
+4%
建仓
BSV
Vanguard Short-Term Bond ETF
+$149.4K
1,948
增持
VRTX
Vertex Pharmaceuticals Inc
+$148.8K
937
+57%
增持
TMO
Thermo Fisher Scientific Inc
+$143.0K
1,646
+7%
增持
CRM
Salesforce Inc
+$142.2K
1,780
+19%
减持
HYS
PIMCO 0-5 YEAR HI YLD CORP BOND IDX
-$139.8K
9,596
-14%
增持
EOG
EOG Resources Inc
+$135.8K
5,247
+19%
减持
HIG
HARTFORD FINL SVCS GROUP
-$134.5K
415
-81%
建仓
EEMA
iShares MSCI Emerging Markets Asia ETF
+$131.9K
1,936
增持
AMGN
Amgen Inc
+$131.0K
1,968
+32%
增持
SRLN
SPDR Blackstone Senior Loan ETF
+$128.9K
23,729
+14%
建仓
BIV
Vanguard Interm-Term Bond ETF
+$128.2K
1,700
增持
AVGO
Broadcom Inc Com
+$125.2K
145
+142%
建仓
VYMI
Vanguard Intl Hi Div Yld Idx ETF
+$121.6K
2,028
建仓
VTC
Vanguard Total Corporate Bond ETF
+$114.2K
1,491
减持
USHY
ISHARES BROAD USD HIGH YIELD CORP BOND
-$112.9K
7,431
-30%
减持
TIPX
SPDR Blmbg 1-10 Year TIPS ETF
-$112.0K
12,601
-32%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$111.3K
24,908
+12%
减持
CSCO
Cisco Systems Inc
-$110.1K
1,161
-65%
增持
NFLX
Netflix Inc
+$109.3K
184
+3580%
增持
SNPS
Synopsys Inc
+$106.9K
1,570
+2%
建仓
XLSR
SPDR SSGA US Sector Rotation ETF
+$106.7K
2,141
减持
SPAB
SPDR Portfolio Aggregate Bond ETF
-$102.1K
27,180
-11%
减持
BBIN
JPMORGAN BETA BUILDERS INTL
-$97.6K
4,395
-31%
增持
—
Exxon Mobil Corp
+$97.5K
3,785
+11%
增持
PG
Procter & Gamble Co
+$93.8K
2,050
+23%
增持
NEE
Nextera Energy Inc
+$92.7K
9,506
+12%
增持
EMB
iShares JP Morgan USD Em Mkts Bd ETF
+$90.2K
9,109
+12%
增持
MBB
iShares MBS ETF
+$89.9K
2,537
+65%
减持
BBUS
JPMORGAN BETABUILDERS US EQY ETF
-$89.0K
3,583
-28%
建仓
TBCIX
T. Rowe Price Blue Chip Growth I
+$87.5K
511
减持
MPC
Marathon Petroleum Corp
-$87.4K
455
-62%
减持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACT
-$84.3K
16,257
-11%
减持
QRVO
QORVO INC
-$82.7K
3,315
-19%
增持
HYD
VanEck High Yield Muni ETF
+$80.8K
9,033
+19%
建仓
TSBIX
TIAA-CREF Core Impact Bond Instl
+$80.3K
9,007
增持
VMBS
Vanguard Mortgage-Backed Secs ETF
+$77.0K
3,444
+99%
建仓
COLTX
Columbia Tax-Exempt A
+$76.4K
6,455
清仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE
-$76.2K
0
-100%
增持
KLAC
KLA Corp
+$76.1K
213
+70%
减持
IJS
ISHARES S&P SMALL CAP 600/BARRA VALUE
-$75.7K
224
-77%
建仓
XPO
XPO Inc
+$75.4K
618
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$75.4K
7,074
-17%
增持
—
NXP Semiconductors NV
+$74.9K
2,516
+5%
建仓
BLV
Vanguard Long-Term Bond ETF
+$73.8K
1,010
建仓
FISR
SPDR SSGA Fixed Inc Sect Rotation ETF
+$73.8K
3,148
增持
MRK
Merck & Co Inc
+$70.5K
1,933
+12%
增持
FITB
Fifth Third Bancorp
+$68.8K
8,651
+18%
增持
CME
CME Group Inc Class A
+$68.0K
2,457
+12%
建仓
JUST
Goldman Sachs JUST US Large Cap Eq ETF
+$67.4K
894
建仓
PRILX
Parnassus Core Equity Institutional
+$67.1K
1,098
增持
CSX
CSX Corp
+$65.9K
4,484
+55%
增持
PEP
PepsiCo Inc
+$64.1K
4,612
+5%
建仓
AMD
Advanced Micro Devices Inc
+$64.1K
355
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$63.6K
2,972
+11%
建仓
SPMO
INVSC S P 500 MOMENTUM ETF
+$59.8K
746
增持
EFAV
iShares MSCI EAFE Min Vol Factor ETF
+$59.5K
3,201
+33%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$59.4K
10,077
+405%
增持
CINF
Cincinnati Financial Corp
+$59.2K
2,131
+7%
建仓
ABNB
Airbnb Inc
+$58.6K
355
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$58.0K
1,584
+4%
减持
TFI
SPDR Nuveen Blmbg Muni Bd ETF
-$57.6K
9,588
-10%
增持
ADBE
Adobe Systems Inc
-$56.3K
1,915
+12%
建仓
IWD
iShares Russell 1000 Value ETF
+$56.2K
314
增持
PANW
Palo Alto Networks Inc
+$56.1K
1,503
+19%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$53.4K
3,279
+4%
增持
NOC
Northrop Grumman Corp
+$51.5K
1,027
+9%
增持
GLD
SPDR Gold Shares
+$50.7K
3,260
+1%
增持
AWK
American Water Works Co Inc
+$48.8K
4,606
+18%
减持
XLK
TECH SEL SECT SPDR ETF
+$48.6K
4,564
-3%
增持
SPIB
SPDR Portfolio Interm Term Corp Bd ETF
+$48.2K
2,320
+342%
增持
TLH
ISHARES BARCLAYS 10-20 YEAR TREAS BD
+$47.9K
1,434
+51%
增持
IBM
International Business Machines Corp
+$47.5K
1,375
+5%
增持
UNH
UnitedHealth Group Inc
+$47.2K
2,605
+10%
建仓
ISRG
Intuitive Surgical Inc
+$45.9K
115
减持
VNQ
Vanguard Real Estate ETF
-$45.5K
7,305
-5%
建仓
NSC
Norfolk Southern Corp
+$45.4K
178
增持
GLDM
SPDR GOLD MINISHARES
+$45.3K
6,848
+9%
增持
IP
International Paper Co
+$45.2K
7,093
+11%
建仓
IWF
iShares Russell 1000 Growth ETF
+$44.5K
132
增持
SCHP
SCHWAB U.S. TIPS
+$43.8K
3,418
+33%
增持
ABBV
AbbVie Inc
+$42.5K
1,309
+4%
建仓
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$42.2K
484
建仓
EQR
Equity Residential
+$41.0K
650
减持
LQD
iShares iBoxx $ Invmt Grade Corp Bd ETF
-$40.7K
1,978
-13%
清仓
QQQM
INVESCO NASDAQ 100 ETF
-$40.5K
0
-100%
