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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 42
减持 88
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VEA
Vanguard FTSE Developed Markets ETF
-$2.5M
44,593
-51%
减持
VOO
Vanguard S&P 500 ETF
-$1.8M
5,550
-41%
减持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
-$1.6M
82,999
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。
-34%
减持
VUG
Vanguard Growth ETF
-$1.4M
14,984
-26%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$1.3M
18,920
-58%
减持
VTV
Vanguard Value ETF
-$1.2M
37,383
-19%
增持
AAPL
Apple Inc
+$1.2M
26,623
+2%
清仓
XLK
TECH SEL SECT SPDR ETF
-$968.5K
0
-100%
清仓
XLE
ENERGY SELECT SECTOR SPDR
-$950.1K
0
-100%
建仓
XLC
COMMUNICATION SVCS SELECT SECTOR SPDR
+$945.7K
9,736
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR
-$943.0K
0
-100%
建仓
XLF
FINL SEL SECT SPDR ETF
+$937.5K
19,417
建仓
XLY
CONS DSCR SEL SPDR ETF
+$935.4K
4,138
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$876.1K
17,948
-51%
减持
SPY
SPDR S&P 500 ETF Trust
-$807.9K
2,260
-42%
减持
VTI
Vanguard Total Stock Market ETF
-$631.9K
2,364
-51%
增持
TSLA
Tesla Motors Inc
+$614.5K
2,511
+15%
减持
BND
Vanguard Total Bond Market ETF
-$528.3K
8,287
-46%
减持
SPTL
SPDR Portfolio Long Term Treasury ETF
-$461.6K
20,391
-44%
减持
SPYM
SPDR S&P 500 ETF
+$441.4K
100,056
-1%
建仓
CERY
SPDR BLOOMBERG ENCD RL YLD CM ETF
+$439.3K
16,999
减持
VXUS
Vanguard Total International Stock ETF
-$425.7K
6,417
-50%
减持
BNDX
Vanguard Total International Bond ETF
-$418.6K
13,338
-39%
增持
NVDA
NVIDIA Corp
+$413.0K
22,420
+4%
减持
ULST
SPDR SSgA Ultra Short Term Bond ETF
-$393.0K
9,622
-50%
减持
VWIAX
Vanguard Wellesley Income Admiral
-$382.4K
6,272
-49%
减持
BUD
Anheuser-Busch InBev SA/NV
-$340.3K
5,284
-49%
减持
VB
Vanguard Small-Cap ETF
-$307.3K
4,327
-28%
减持
IVV
iShares Core S&P 500 ETF
-$276.9K
227
-69%
增持
META
Meta Platforms Inc Class A
+$268.2K
994
+57%
减持
PEP
PEPSICO INC
-$265.4K
3,062
-31%
减持
NVO
Novo Nordisk A/S
-$256.1K
2,017
-33%
增持
—
ASML Holding NV
-$249.5K
802
+1%
增持
SPIB
SPDR Portfolio Interm Term Corp Bd ETF
+$246.3K
12,574
+150%
增持
CTAS
CINTAS CORP
-$237.1K
4,916
+202%
减持
PFE
PFIZER INC
-$236.9K
3,867
-68%
减持
AMZN
Amazon.com Inc
+$230.5K
8,481
-0%
增持
VBK
Vanguard Small-Cap Growth ETF
+$229.3K
7,382
+0%
增持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
+$228.8K
8,889
+40%
增持
AVGO
Broadcom Inc Com
+$216.8K
2,682
+7%
减持
QRVO
QORVO INC
-$209.6K
2,515
-24%
减持
V
Visa Inc Class A
+$203.6K
4,345
-2%
增持
GOOGL
ALPHABET INC A
+$202.3K
9,232
+8%
增持
ADBE
ADOBE INC
-$195.7K
1,793
+0%
增持
LLY
Eli Lilly and Co
+$192.7K
332
+368%
减持
TMUS
T-MOBILE US, INC.
+$192.1K
4,854
-3%
增持
COF
CAPITAL ONE FINL CORP
+$191.2K
2,767
+27%
减持
BSV
Vanguard Short-Term Bond ETF
-$185.3K
2,627
-47%
减持
SNPS
SYNOPSYS INC
-$183.5K
1,496
-2%
减持
VYM
Vanguard High Dividend Yield ETF
-$183.2K
1,537
-50%
增持
JNK
SPDR Blmbg High Yield Bd ETF
+$182.0K
13,746
+15%
减持
VALSX
Value Line Select Growth Fund
-$178.0K
5,186
-44%
减持
MA
Mastercard Inc A
+$170.7K
2,375
-3%
减持
NTBIX
Navigator Tactical Fixed Income I
-$167.2K
17,755
-49%
增持
BAC
Bank of America Corporation
+$165.3K
6,552
+113%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$161.8K
22,654
-12%
减持
COST
Costco Wholesale Corp
-$160.0K
1,023
-21%
增持
NFLX
Netflix Inc
+$155.1K
317
+64%
减持
VXF
Vanguard Extended Market ETF
-$154.7K
1,789
-37%
减持
BIV
Vanguard Interm-Term Bond ETF
-$149.7K
2,031
-48%
减持
—
NXP SEMICONDUCTORS NV
-$149.0K
2,266
-2%
减持
HCA
HCA HEALTHCARE INC
-$147.7K
700
-37%
增持
CRM
Salesforce Inc
+$142.1K
1,758
+1%
增持
BBUS
JPMORGAN BETABUILDERS US EQY ETF
+$138.4K
4,567
+29%
减持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACT
-$137.3K
12,175
-22%
增持
PH
PARKER HANNIFIN CORP
+$132.7K
990
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$131.8K
2,163
+6%
减持
VYMI
Vanguard Intl Hi Div Yld Idx ETF
-$131.7K
1,778
-50%
减持
WMT
WALMART INC
+$122.1K
7,933
-10%
减持
BBIN
JPMORGAN BETA BUILDERS INTL
-$117.6K
2,697
-41%
减持
TMO
Thermo Fisher Scientific Inc
-$115.7K
1,462
-7%
减持
IUSB
ISHARES CORE TOTAL USD BD MKT ETF
-$115.2K
20,513
-11%
增持
MCD
MCDONALDS CORP
+$112.1K
3,153
+0%
减持
HYD
VanEck High Yield Muni ETF
-$110.1K
7,547
-22%
减持
JPM
JPMorgan Chase & Co
+$107.5K
4,955
-7%
增持
ISRG
INTUITIVE SURGICAL NEW
+$107.0K
317
+135%
减持
XLSR
SPDR SSGA US Sector Rotation ETF
-$105.2K
2,109
-50%
增持
VBR
Vanguard Small-Cap Value ETF
+$105.0K
6,703
+0%
减持
VMBS
Vanguard Mortgage-Backed Secs ETF
-$103.0K
4,190
-34%
减持
HD
HOME DEPOT INC
+$98.0K
2,855
-3%
增持
WMB
WILLIAMS CO., INC.
+$97.6K
6,432
+9%
减持
BLV
Vanguard Long-Term Bond ETF
-$94.7K
1,348
-47%
减持
FISR
SPDR SSGA Fixed Inc Sect Rotation ETF
-$94.7K
3,106
-53%
减持
SPSM
SPDR S&P 600 SMALL CAP
-$94.5K
28,649
-14%
减持
NNN
NNN REIT INC
-$91.2K
215
-91%
减持
IPAC
iShares Core MSCI Pacific ETF
-$90.9K
22,727
-6%
减持
TBCIX
T. Rowe Price Blue Chip Growth I
-$90.1K
556
-46%
减持
SYK
STRYKER CORP
-$88.1K
140
-66%
增持
TJX
TJX COS INC NEW
+$86.9K
4,855
+7%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$86.5K
77,473
-5%
减持
—
LYONDELLBASELL INDUSTRIES NV
-$85.0K
1,485
-27%
减持
PLD
PROLOGIS, INC.
-$85.0K
763
-48%
减持
TSBIX
Nuveen Core Impact Bond R6
-$82.9K
8,724
-51%
减持
HYS
PIMCO 0-5 YEAR HI YLD CORP BOND IDX
-$82.1K
8,285
-11%
减持
MRK
MERCK & COMPANY INC
-$81.9K
969
-32%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$81.7K
1,849
+80%
清仓
BEN
FRANKLIN RESOURCES INC
-$80.5K
0
-100%
建仓
BNY
THE BANK OF NEW YORK MELLON CORP
+$79.8K
1,035
增持
GLD
SPDR Gold Shares
+$79.4K
2,253
+5%
减持
COLTX
Columbia Tax-Exempt A
-$78.4K
6,637
-49%
清仓
—
EDWARDS LIFESCIENCES
-$77.6K
0
-100%
建仓
TFC
TRUIST FINANCIAL CORP
+$73.5K
1,695
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$73.2K
6,015
-16%
增持
MGK
VNGRD MEGA CAP GRWTH ETF
+$71.9K
1,642
+4%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP ETF
+$71.4K
36,937
+4%
建仓
XMMO
INVESCO S AND P MIDCAP MOMNTM ETF
+$69.7K
563
减持
ROP
ROPER TECHNOLOGIES INC
-$69.0K
675
-9%
减持
JUST
Goldman Sachs JUST US Large Cap Eq ETF
-$68.2K
860
-51%
减持
SRLN
SPDR Blackstone Senior Loan ETF
-$68.0K
19,340
-8%
减持
PRILX
Parnassus Core Equity Institutional
-$67.3K
1,179
-46%
增持
AMGN
AMGEN INC
-$66.8K
2,004
+7%
减持
SHM
SPDR Nuveen Blmbg ST MunBd ETF
-$66.7K
3,366
-29%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$66.5K
41,664
-1%
减持
CME
CME Group Inc Class A
+$66.4K
1,937
-0%
建仓
BLK
BLACKROCK FDG INC
+$65.8K
64
减持
AMT
AMERICAN TOWER CORPORATION
-$65.0K
2,300
-8%
减持
BBHY
JPMORGAN BETA YIELD CORP BND ETF
-$64.6K
2,074
-41%
增持
VRTX
Vertex Pharmaceuticals Inc
-$63.8K
974
+1%
增持
BBMC
JPMORGAN BETA BUILDERS US MID CAP
+$62.2K
699
+1126%
增持
XEL
XCEL ENERGY INC
+$61.8K
1,210
+223%
减持
EOG
EOG Resources Inc
-$60.8K
4,672
-6%
增持
ETR
ENTERGY CORP NEW
+$60.5K
3,713
+80%
减持
PWR
QUANTA SERVICES INC
-$60.0K
2,185
-27%
增持
XPO
XPO Inc
+$59.7K
974
+49%
减持
DIS
WALT DISNEY CO
+$59.6K
6,346
-2%
增持
SPGI
S&Pglobal Inc Com
+$58.2K
969
+2%
增持
VOT
VNGRD MDCP GRW ETF
+$57.7K
1,846
+3%
增持
ABNB
AIRBNB INC CL A
+$53.6K
1,130
+80%
减持
CVX
Chevron Corp
-$53.1K
2,308
-6%
建仓
NTAP
NETAPP INC
+$51.8K
445
建仓
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
+$51.4K
936
清仓
—
BLACKROCK INC
-$50.4K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$50.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$49.3K
1,839
-27%
增持
FISV
FISERV INC
+$49.0K
283
+349%
减持
EBND
SPDR Blmbg Em Mkts Lcl Bd ETF
-$48.8K
17,611
-11%
减持
IWD
iShares Russell 1000 Value ETF
-$48.7K
355
-43%
增持
MSFT
Microsoft Corp
-$48.5K
5,888
+3%
清仓
CLX
CLOROX COMPANY
-$48.4K
0
-100%
减持
AMAT
Applied Materials Inc
-$47.9K
102
-63%
减持
BRK/B
Berkshire Hathaway Inc B
-$47.9K
948
-19%
建仓
BMY
Bristol-Myers Squibb Company
+$47.2K
842
减持
SPAB
SPDR Portfolio Aggregate Bond ETF
-$46.9K
25,941
-6%
减持
EQR
Equity Residential
-$46.8K
650
-50%
增持
IEUR
iShares Core MSCI Europe ETF
-$46.1K
30,505
+3%
减持
F
FORD MOTOR CO
-$46.0K
9,040
-16%
减持
IP
INTL PAPER COMPANY
+$45.3K
5,542
-5%
减持
VLO
VALERO ENERGY CORP
-$44.1K
280
-43%
建仓
OMF
ONEMAIN HOLDINGS, INC.
+$43.6K
835
减持
PZA
Invesco National AMT-Free Muni Bd ETF
-$43.3K
6,884
-21%
