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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 149
方向
标的
Δ市值
现股数(环比)
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.4M
90,138
+102%
增持
VOO
Vanguard S&P 500 ETF
+$2.0M
9,401
+69%
增持
VUG
Vanguard Growth ETF
+$1.9M
20,173
+33%
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
+$1.5M
46,300
+24%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.1M
44,954
+100%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$881.1K
36,362
+103%
增持
VTI
Vanguard Total Stock Market ETF
+$674.2K
4,784
+99%
增持
SPY
SPDR S&P 500 ETF Trust
+$525.0K
3,874
+31%
增持
BND
Vanguard Total Bond Market ETF
+$516.9K
15,313
+82%
增持
BNDX
Vanguard Total International Bond ETF
+$435.0K
21,759
+66%
增持
VXUS
Vanguard Total International Stock ETF
+$415.4K
12,859
+100%
增持
VB
Vanguard Small-Cap ETF
+$397.1K
6,028
+38%
增持
ULST
SPDR SSgA Ultra Short Term Bond ETF
+$392.4K
19,244
+100%
增持
VWIAX
Vanguard Wellesley Income Admiral
+$389.9K
12,194
+100%
增持
BSV
Vanguard Short-Term Bond ETF
+$207.0K
4,994
+111%
增持
VYM
Vanguard High Dividend Yield ETF
+$197.0K
3,074
+100%
增持
VXF
Vanguard Extended Market ETF
+$188.7K
2,850
+57%
增持
VALSX
Value Line Select Growth Fund
+$185.3K
9,342
+100%
增持
NTBIX
Navigator Tactical Fixed Income I
+$174.7K
34,503
+102%
增持
BIV
Vanguard Interm-Term Bond ETF
+$159.2K
3,931
+107%
增持
VYMI
Vanguard Intl Hi Div Yld Idx ETF
+$130.5K
3,556
+100%
增持
IVV
iShares Core S&P 500 ETF
+$130.4K
738
+44%
增持
VMBS
Vanguard Mortgage-Backed Secs ETF
+$112.4K
6,360
+60%
增持
XLSR
SPDR SSGA US Sector Rotation ETF
+$109.3K
4,243
+99%
增持
BLV
Vanguard Long-Term Bond ETF
+$101.3K
2,566
+111%
增持
FISR
SPDR SSGA Fixed Inc Sect Rotation ETF
+$100.4K
6,648
+131%
增持
TBCIX
T. Rowe Price Blue Chip Growth I
+$98.5K
1,022
+100%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$83.8K
81,253
+3%
增持
COLTX
Columbia Tax-Exempt A
+$79.9K
13,095
+101%
增持
TSBIX
Nuveen Core Impact Bond R6
+$79.5K
17,739
+95%
增持
JUST
Goldman Sachs JUST US Large Cap Eq ETF
+$71.4K
1,746
+100%
增持
PRILX
Parnassus Core Equity Institutional
+$70.2K
2,171
+98%
增持
SHM
SPDR Nuveen Blmbg ST MunBd ETF
+$68.2K
4,765
+42%
增持
SPIB
SPDR Portfolio Interm Term Corp Bd ETF
+$64.5K
5,029
+61%
增持
SPDW
SPDR S&P DEVELOPED WORLD EX-US
+$61.1K
125,996
+1%
增持
IWD
iShares Russell 1000 Value ETF
+$59.6K
628
+100%
增持
IPAC
iShares Core MSCI Pacific ETF
+$54.0K
24,086
+3%
增持
PG
Procter & Gamble Co
+$52.0K
1,877
+19%
增持
IWF
iShares Russell 1000 Growth ETF
+$49.5K
264
+100%
增持
EQR
Equity Residential
+$48.4K
1,300
+100%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$47.9K
41,894
+2%
增持
PZA
Invesco National AMT-Free Muni Bd ETF
+$44.6K
8,661
+27%
增持
NSC
Norfolk Southern Corp
+$44.2K
356
+100%
增持
JPM
JPMorgan Chase & Co
+$43.9K
5,323
+4%
增持
USMV
iShares MSCI USA Min Vol Factor ETF
+$43.6K
7,185
+7%
增持
SPSM
SPDR S&P 600 SMALL CAP
+$43.0K
33,153
+3%
增持
MUB
iShares National Muni Bond ETF
+$42.1K
1,376
+39%
增持
SPAB
SPDR Portfolio Aggregate Bond ETF
+$42.1K
27,689
+6%
增持
HYD
VanEck High Yield Muni ETF
+$41.9K
9,681
+9%
增持
PFPMX
Parnassus Mid Cap Institutional
+$39.0K
1,880
+93%
增持
BGRN
iShares USD Green Bond ETF
+$37.9K
1,548
+103%
增持
NVDA
NVIDIA Corp
+$37.3K
21,606
+1%
增持
FMISX
Franklin MA Tax-Free Income A1
+$35.8K
6,622
+101%
增持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
+$35.4K
6,360
+6%
增持
ICAFX
American Funds Invmt Co of Amer F2
+$35.4K
1,162
+100%
增持
FITB
Fifth Third Bancorp
+$32.9K
8,474
+10%
增持
BAC
Bank of America Corporation
+$31.7K
3,081
+35%
增持
PXNIX
Impax International Sust Econ Instl
+$31.7K
5,807
+91%
增持
CRANX
CCM Community Impact Bond Institutional
+$31.6K
6,897
+91%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$31.4K
25,760
+2%
增持
SCIEX
Hartford Schroders International Stk I
+$31.4K
3,415
+94%
增持
TFI
SPDR Nuveen Blmbg Muni Bd ETF
+$30.4K
8,591
+8%
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$30.1K
303
+494%
增持
REEIX
RBC Emerging Markets Equity I
+$29.1K
3,379
+146%
增持
WPC
W.P. Carey Inc
+$28.8K
926
+100%
增持
SPTL
SPDR Portfolio Long Term Treasury ETF
+$28.0K
36,575
+3%
增持
PLDIX
PIMCO Low Duration ESG Institutional
+$25.5K
5,580
+99%
增持
WGIFX
American Funds Capital World Gr&Inc F2
+$25.5K
738
+100%
增持
EWL
iShares MSCI Switzerland ETF
+$24.6K
3,135
+18%
增持
IEUR
iShares Core MSCI Europe ETF
+$23.2K
29,723
+1%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
+$23.1K
19,674
+2%
增持
BRK/B
Berkshire Hathaway Inc B
+$23.0K
1,165
+4%
增持
XLV
The Health Care Select Sector SPDR ETF
+$21.9K
284
+100%
增持
CSCO
Cisco Systems Inc
+$21.3K
1,561
+34%
增持
TIPX
SPDR Blmbg 1-10 Year TIPS ETF
+$21.3K
13,331
+9%
增持
FNB
F N B Corp
+$20.8K
2,946
+100%
增持
MBB
iShares MBS ETF
+$20.6K
2,501
+9%
增持
IWO
iShares Russell 2000 Growth ETF
+$20.4K
144
+100%
增持
JNK
SPDR Blmbg High Yield Bd ETF
+$18.6K
11,986
+2%
增持
GLD
SPDR Gold Shares
+$17.7K
2,143
+4%
增持
CAIFX
American Funds Capital Income Bldr F2
+$17.6K
475
+100%
增持
WMFFX
American Funds Washington Mutual F2
+$17.4K
541
+100%
增持
AMBFX
American Funds American Balanced F2
+$17.2K
950
+100%
增持
VBK
Vanguard Small-Cap Growth ETF
+$16.8K
7,358
+1%
增持
PXSIX
Impax Small Cap Institutional
+$16.2K
1,819
+97%
增持
IWN
iShares Russell 2000 Value ETF
+$15.8K
190
+100%
增持
EWC
iShares MSCI Canada ETF
+$15.5K
4,362
+9%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$14.9K
166
+100%
增持
MDLZ
Mondelez International Inc Class A
+$14.7K
400
+100%
增持
VNQ
Vanguard Real Estate ETF
+$14.4K
7,596
+2%
增持
MSFT
Microsoft Corp
+$14.2K
5,706
+1%
增持
GWX
SPDR S&P International Small Cap ETF
+$14.2K
23,148
+2%
建仓
CLOI
VanEck CLO ETF
+$14.1K
266
增持
USB
US Bancorp
+$13.7K
5,771
+5%
增持
SMCFX
American Funds SMALLCAP World F2
+$13.3K
364
+100%
增持
RFI
Cohen & Steers Tot Ret Realty
+$13.1K
2,000
+100%
增持
—
Unilever PLC ADR
+$13.0K
400
+100%
增持
ROK
Rockwell Automation Inc
+$12.9K
96
+100%
增持
EFAV
iShares MSCI EAFE Min Vol Factor ETF
+$12.9K
3,226
+5%
增持
GFFFX
American Funds Growth Fund of Amer F2
+$12.3K
316
+100%
增持
SRLN
SPDR Blackstone Senior Loan ETF
+$11.8K
20,920
+1%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$11.7K
241
+98%
增持
VBR
Vanguard Small-Cap Value ETF
+$11.6K
6,676
+1%
增持
IGSB
iShares 1-5 Year invmt Grd Corp Bd ETF
+$11.6K
457
+94%
增持
VSS
Vanguard FTSE All-Wld ex-US SmCp ETF
+$11.6K
4,719
+2%
增持
DUK
Duke Energy Corp
+$11.5K
2,668
+4%
增持
CVX
Chevron Corp
+$11.0K
2,456
+3%
增持
EBND
SPDR Blmbg Em Mkts Lcl Bd ETF
+$11.0K
19,751
+3%
增持
AFRYX
Invesco Floating Rate ESG Y
+$10.9K
2,686
+152%
增持
BAB
Invesco Taxable Municipal Bond ETF
+$10.6K
605
+176%
增持
TMO
Thermo Fisher Scientific Inc
+$10.5K
1,579
+1%
增持
AVGO
Broadcom Inc Com
+$10.2K
2,507
+2%
增持
HE
Hawaiian Electric Industries Inc
+$10.2K
2,100
+100%
增持
ENB
Enbridge Inc Com
+$10.0K
1,112
+28%
增持
GOOG
Alphabet Inc C
+$9.7K
360
+19%
增持
INTC
Intel Corp
+$9.4K
800
+100%
增持
TICRX
Nuveen Large Cap Responsible Eq A
+$9.0K
692
+100%
增持
AGVGX
American Funds Global Insight F-2
+$8.6K
706
+100%
增持
MIAYX
American Funds Multi-Sector Income Fund;F2
+$8.5K
1,751
+101%
增持
—
LXP Industrial Trust
+$8.4K
1,680
+100%
增持
ANBFX
American Funds Strategic Bond F-2
+$8.4K
1,781
+101%
增持
ABNFX
American Funds Bond Fund of Amer F2
+$8.3K
1,420
+101%
增持
AMD
Advanced Micro Devices Inc
+$8.2K
565
+10%
增持
AAPL
Apple Inc
+$7.9K
26,219
+0%
增持
EMHC
SPDR Bloomberg EM USD Bd ETF
+$7.6K
9,268
+3%
增持
SPTI
SPDR Portfolio Intmdt Term Trs ETF
+$7.0K
15,173
+2%
增持
FPEI
First Trust Instl Pref Secs and Inc ETF
+$6.7K
1,006
+54%
增持
META
Meta Platforms Inc Class A
+$6.3K
632
+2%
增持
TXN
Texas Instruments Inc
+$6.2K
210
+17%
增持
PGX
Invesco Preferred ETF
+$6.2K
1,000
+100%
增持
MELI
MercadoLibre Inc
+$6.2K
6
+100%
增持
VKQ
Invesco Municipal Trust
+$6.1K
1,190
+100%
增持
PFF
iShares Preferred&Income Securities ETF
+$6.0K
726
+33%
增持
AMZN
Amazon.com Inc
+$6.0K
8,520
+0%
增持
PFXF
VanEck Pref Secs ex Fincls ETF
+$5.9K
650
+100%
增持
MA
Mastercard Inc A
+$5.9K
2,441
+0%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$5.7K
395
+9%
增持
TDG
TransDigm Group Inc
+$5.7K
9
+80%
增持
JNJ
Johnson & Johnson
+$5.3K
530
+7%
增持
—
ASML Holding NV
+$5.0K
791
+1%
增持
SPTS
SPDR S/T TREASURY ETF
+$4.7K
1,599
+11%
增持
HLT
Hilton Worldwide Holdings Inc
+$4.6K
40
+100%
增持
LLY
Eli Lilly and Co
+$4.4K
71
+8%
增持
NVO
Novo Nordisk A/S
+$4.4K
3,012
+1%
增持
CRM
Salesforce Inc
+$4.4K
1,742
+1%
增持
—
Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share
+$4.3K
115
+92%
增持
PM
Philip Morris International Inc
+$4.2K
2,319
+2%
增持
PXINX
Impax International Sust Econ Inv
+$4.2K
724
+100%
增持
BP
BP PLC ADR
+$4.1K
262
+100%
增持
UNH
UnitedHealth Group Inc
+$4.1K
2,386
+0%
