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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 31
减持 91
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR S&P DEVELOPED WORLD EX-US
+$1.3M
124,369
+46%
减持
SPYM
SPDR S&P 500
-$1.0M
101,288
-17%
清仓
XLC
COMMUNICATION SVCS SELECT SECTOR SPDR
-$953.4K
0
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。
-100%
建仓
XLE
ENERGY SELECT SECTOR SPDR
+$950.1K
10,423
减持
AAPL
Apple Inc
+$897.5K
26,185
-3%
增持
NVDA
NVIDIA Corp
+$628.1K
21,299
+861%
增持
VUG
Vanguard Growth ETF
+$464.5K
15,200
+0%
增持
SPTL
SPDR Portfolio Long Term Treasury ETF
+$322.1K
35,612
+54%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$305.2K
1,800
+293%
建仓
—
SPDR GOLD MINISHARES
+$303.0K
6,573
清仓
GLDM
SPDR GOLD MINISHARES
-$301.7K
0
-100%
减持
HYG
ISHARES HIGH YIELD CORP
-$301.0K
30,450
-11%
减持
IWM
ISHARES RUSSELL 2000 INDEX
-$288.8K
211
-87%
减持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
-$286.5K
5,974
-35%
减持
MA
Mastercard Inc A
-$283.1K
2,429
-14%
增持
META
Meta Platforms Inc Class A
+$272.3K
621
+606%
减持
DIS
WALT DISNEY CO
-$252.1K
6,481
-11%
清仓
SBUX
Starbucks Corp
-$248.1K
0
-100%
减持
SPSM
SPDR S&P 600 SMALL CAP
-$247.1K
32,209
-13%
减持
V
Visa Inc Class A
-$235.6K
4,440
-12%
减持
HD
HOME DEPOT INC
-$226.8K
2,945
-9%
减持
GLD
SPDR Gold Shares
-$225.6K
2,070
-37%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$213.2K
79,223
+3%
增持
AVGO
Broadcom Inc Com
+$212.4K
2,448
+1588%
减持
GOOGL
ALPHABET INC A
+$205.6K
8,582
-5%
减持
TMUS
T-MOBILE US, INC.
-$190.8K
4,989
-24%
减持
SPTI
SPDR Portfolio Intmdt Term Trs ETF
-$170.7K
14,932
-29%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$163.9K
2,309
-30%
增持
VOO
Vanguard S&P 500 ETF
+$160.7K
5,550
+2%
减持
CTAS
CINTAS CORP
-$158.5K
1,628
-14%
减持
CME
CME Group Inc Class A
-$147.5K
1,939
-21%
减持
BRK/B
Berkshire Hathaway Inc B
-$137.2K
1,115
-21%
减持
SRLN
SPDR Blackstone Senior Loan ETF
-$136.6K
20,637
-13%
清仓
—
Pioneer Natural Resources Co
-$135.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$131.1K
4,961
+31%
减持
IWS
ISHARES RUSSELL MID CAP VALUE ETF
-$121.5K
1,694
-35%
减持
PWR
QUANTA SERVICES INC
-$117.0K
2,979
-11%
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF
+$115.9K
6,363
+36%
清仓
VTC
Vanguard Total Corporate Bond ETF
-$114.2K
0
-100%
减持
MCD
MCDONALDS CORP
-$106.4K
3,143
-2%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$97.4K
41,059
+1%
减持
HCA
HCA HEALTHCARE INC
-$97.3K
1,110
-18%
减持
TMO
Thermo Fisher Scientific Inc
-$93.5K
1,562
-5%
减持
IUSB
ISHARES CORE TOTAL USD BD MKT ETF
-$92.5K
23,066
-7%
增持
VTV
Vanguard Value ETF
-$92.5K
37,475
+0%
减持
CRM
Salesforce Inc
-$92.3K
1,726
-3%
减持
SON
SONOCO PRODUCTS CO
-$89.5K
2,050
-39%
减持
MET
METLIFE INC
-$87.0K
2,301
-31%
减持
PH
PARKER HANNIFIN CORP
-$85.9K
984
-6%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP ETF
-$82.9K
35,612
-4%
减持
TFI
SPDR Nuveen Blmbg Muni Bd ETF
-$82.3K
7,942
-17%
增持
COF
CAPITAL ONE FINL CORP
+$82.3K
2,175
+48%
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH
+$82.2K
1,026
减持
MRK
MERCK & COMPANY INC
-$81.2K
1,431
-26%
清仓
EW
EDWARDS LIFESCIENCES
-$80.3K
0
-100%
减持
MSFT
Microsoft Corp
+$79.4K
5,673
-3%
减持
UNH
UnitedHealth Group Inc
-$77.7K
2,379
-9%
建仓
—
EDWARDS LIFESCIENCES
+$77.6K
840
减持
PG
Procter & Gamble Co
-$77.4K
1,577
-23%
减持
PEP
PEPSICO INC
-$77.2K
4,426
-4%
减持
WMT
WALMART INC
-$76.1K
8,808
-21%
增持
NVO
Novo Nordisk A/S
+$71.4K
2,975
+8%
减持
—
ASML Holding NV
-$69.6K
785
-13%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$67.2K
25,139
-5%
减持
PLD
PROLOGIS, INC.
-$66.6K
1,471
-17%
减持
NOC
Northrop Grumman Corp
-$62.6K
984
-4%
减持
IBM
INTL BUSINESS MACHS CORP
-$61.9K
1,160
-16%
增持
VRTX
Vertex Pharmaceuticals Inc
+$59.2K
962
+3%
减持
COST
Costco Wholesale Corp
+$57.6K
1,296
-9%
减持
GPC
GENUINE PARTS CO
-$57.5K
805
-26%
减持
IPAC
iShares Core MSCI Pacific ETF
-$55.0K
23,275
-0%
减持
JPM
JPMorgan Chase & Co
-$54.3K
5,115
-6%
减持
EMB
ISHARES JPMORGAN USD EMERG MARKETS BOND
-$53.6K
8,626
-5%
减持
—
TRANE TECHNOLOGIES PLC
-$51.0K
2,038
-15%
减持
VZ
VERIZON COMMUNICATIONS, INC.
-$50.3K
5,863
-16%
减持
LMT
LOCKHEED MARTIN CORP
-$50.1K
406
-22%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$49.5K
17,948
+2%
增持
VBK
Vanguard Small-Cap Growth ETF
-$49.4K
7,295
+1%
减持
BUD
Anheuser-Busch InBev SA/NV
-$48.8K
10,361
-3%
减持
USB
US Bancorp
-$48.8K
5,471
-8%
减持
EOG
EOG Resources Inc
-$48.2K
4,946
-6%
减持
VB
Vanguard Small-Cap ETF
-$48.0K
4,354
-0%
增持
KLAC
KLA Corp
+$47.4K
238
+12%
减持
CINF
CINCINNATI FINL CORP
-$47.3K
1,840
-14%
增持
CVX
Chevron Corp
+$46.4K
2,381
+15%
增持
MRSH
Marsh & Mclennan Companies Inc
+$45.6K
270
+391%
减持
—
Linde plc
-$45.3K
1,177
-3%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$43.4K
1,583
-0%
清仓
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
-$42.2K
0
-100%
减持
FITB
Fifth Third Bancorp
-$40.7K
7,706
-11%
减持
AMT
AMERICAN TOWER CORPORATION
-$40.6K
2,487
-6%
增持
VBR
Vanguard Small-Cap Value ETF
-$40.1K
6,618
+2%
减持
BND
Vanguard Total Bond Market ETF
-$38.6K
8,431
-5%
增持
ABNB
Airbnb Inc
+$36.8K
629
+77%
减持
TLH
ISHARES BARCLAYS 10-20 YEAR TREAS BD
-$36.5K
1,111
-23%
减持
DUK
Duke Energy Corp
-$36.3K
2,568
-15%
增持
SPIB
SPDR Portfolio Interm Term Corp Bd ETF
+$36.0K
3,115
+34%
减持
INTC
Intel Corp
-$36.0K
400
-63%
减持
AEP
AMER ELEC PWR CO INC
-$35.3K
2,624
-15%
减持
NEE
NEXTERA ENERGY INC
+$35.3K
9,078
-5%
清仓
—
AbbVie 3.200 05/14/26 '26
-$34.7K
0
-100%
减持
HYS
PIMCO 0-5 YEAR HI YLD CORP BOND IDX
-$34.3K
9,307
-3%
减持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACT
-$34.1K
15,533
-4%
建仓
DKS
DICKS SPORTING GOODS INC
+$33.5K
156
减持
WMB
WILLIAMS CO., INC.
-$33.4K
5,900
-19%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$33.2K
19,252
+1%
减持
—
INTERPUBLIC GROUP
-$33.1K
3,945
-13%
减持
—
ACCENTURE PLC
-$32.7K
140
-35%
清仓
—
Capital One Fin 3.750 07/28/26 '26
-$32.7K
0
-100%
增持
BBHY
JPM BETABUILDERS USD ETF
+$32.6K
3,514
+27%
减持
BEN
FRANKLIN RESOURCES INC
-$32.5K
3,600
-10%
增持
BSV
Vanguard Short-Term Bond ETF
+$32.0K
2,364
+21%
清仓
—
US Treasury 4.250 09/30/24
-$31.8K
0
-100%
减持
ETR
ENTERGY CORP NEW
-$31.7K
2,063
-14%
减持
ABT
Abbott Laboratories
-$31.5K
39
-87%
减持
TJX
TJX COS INC NEW
+$31.4K
4,550
-2%
增持
PDD
PDD Holdings Inc ADR
+$31.1K
239
+3883%
减持
BNDX
Vanguard Total International Bond ETF
-$30.9K
13,108
-4%
清仓
SPSB
SPDR Portfolio Short Term Corp Bd ETF
-$30.6K
0
-100%
建仓
NVS
NOVARTIS AG SPON ADR
+$30.1K
283
减持
TSLA
Tesla Motors Inc
+$29.5K
2,187
-5%
清仓
—
General Dynamics 3.500 05/15/25 '25
-$29.4K
0
-100%
清仓
—
Energy Transfer 3.750 05/15/30 '30
-$29.3K
0
-100%
清仓
—
Enterprise Prod 3.700 02/15/26 '25
-$29.3K
0
-100%
清仓
—
EOG Resources 4.375 04/15/30 '30
-$29.3K
0
-100%
减持
ADBE
ADOBE INC
+$28.7K
1,791
-6%
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$28.0K
6,708
-5%
增持
BAM
BROOKFIELD ASSET MNGMT CL A
+$27.9K
960
+368%
减持
TM
TOYOTA MOTOR ADR REP 10 CORP
-$27.8K
111
-45%
减持
GIS
GENERAL MILLS INC
-$27.7K
2,315
-7%
减持
D
DOMINION ENERGY INC
-$27.4K
3,120
-15%
清仓
PPG
PPG INDUSTRIES INC
-$27.4K
0
-100%
减持
AMGN
AMGEN INC
+$26.9K
1,877
-5%
清仓
—
Anheusr Bsch 4.750 01/23/29 '28
-$26.0K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$25.9K
745
-6%
清仓
—
Goldman Sachs 3.850 07/08/24 '24 MTN
-$25.9K
0
-100%
减持
SPAB
SPDR Portfolio Aggregate Bond ETF
-$25.7K
26,079
-4%
清仓
—
Amazon.com 2.800 08/22/24 '24
-$25.7K
0
-100%
增持
LAZ
LAZARD INC
+$25.6K
735
+1125%
清仓
—
Nike 2.400 03/27/25 '25
-$25.3K
0
-100%
减持
IP
INTL PAPER COMPANY
-$24.8K
5,840
-18%
减持
PZA
Invesco National AMT-Free Muni Bd ETF
-$24.8K
6,813
-13%
减持
MBB
iShares MBS ETF
-$24.6K
2,286
-10%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$24.2K
10,045
-0%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC
-$24.2K
1,430
-9%
减持
ABBV
AbbVie Inc
-$24.0K
1,250
-5%
清仓
—
NetApp 2.375 06/22/27 '27
-$23.9K
0
-100%
增持
VMBS
Vanguard Mortgage-Backed Secs ETF
+$23.6K
3,980
+16%
清仓
—
Costco Wholesale 1.600 04/20/30 '30
-$23.5K
0
-100%
减持
VIPS
VIPSHOP HLDGS LTD
-$23.5K
922
-57%
