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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 80
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth ETF
+$2.7M
14,483
+48%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$1.9M
45,157
+242%
减持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
-$1.7M
66,378
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。
-44%
增持
SPYM
SPDR S&P 500 ETF
+$1.4M
93,124
+15%
增持
VTV
Vanguard Value ETF
+$1.4M
34,876
+26%
增持
NVDA
NVIDIA Corp
+$1.2M
24,071
+6%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.0M
20,793
减持
XLE
ENERGY SEL SECT SPDR ETF
-$975.2K
150
-99%
增持
XLV
The Health Care Select Sector SPDR ETF
+$925.6K
6,924
+4776%
建仓
XLP
CONS STPLS SEL SPDR ETF
+$914.3K
11,153
减持
XLK
TECH SEL SECT SPDR ETF
-$906.4K
65
-99%
增持
MSFT
Microsoft Corp
+$835.9K
6,166
+5%
增持
RWR
SPDR Dow Jones REIT ETF
+$717.9K
8,142
+1025%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$662.0K
18,453
+233%
增持
IEUR
iShares Core MSCI Europe ETF
+$658.7K
39,782
+21%
清仓
SPEU
SPDR Portfolio Europe ETF
-$653.0K
0
-100%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$650.0K
8,248
-61%
增持
ISRG
INTUITIVE SURGICAL NEW
+$649.1K
1,526
+340%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$633.1K
60,153
-26%
减持
AMGN
Amgen Inc
-$562.8K
228
-89%
增持
SPAB
SPDR Portfolio Aggregate Bond ETF
+$541.5K
50,445
+73%
增持
VB
Vanguard Small-Cap ETF
+$527.6K
4,965
+68%
减持
AAPL
Apple Inc
-$507.0K
25,987
-2%
减持
DIS
WALT DISNEY CO
-$506.3K
1,029
-84%
清仓
AMT
AMERICAN TOWER CORPORATION
-$500.5K
0
-100%
减持
UNH
UnitedHealth Group Inc
-$493.6K
2,333
-3%
增持
ORCL
ORACLE CORP
+$488.3K
2,265
+4018%
增持
IWM
ISHS RUSS 2000 INDX ETF
+$475.7K
2,375
+1026%
增持
AMD
Advanced Micro Devices Inc
+$438.7K
3,917
+325%
建仓
VWIAX
Vanguard Wellesley Income Admiral
+$390.2K
6,272
减持
—
ASML Holding NV
-$388.4K
180
-78%
增持
SPSM
SPDR S&P 600 SMALL CAP
+$379.1K
27,116
+39%
增持
VOO
Vanguard S&P 500 ETF
+$366.6K
5,405
+3%
增持
GOOGL
ALPHABET INC A
+$349.8K
10,175
+9%
增持
RWX
SPDR Dow Jones International RelEstETF
+$325.9K
14,577
+376%
减持
CERY
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF
-$325.7K
22,204
-34%
增持
AMZN
Amazon.com Inc
+$303.8K
8,694
+3%
建仓
IWR
ISHARES RUSSELL MID CAP ETF
+$300.1K
3,238
增持
AVGO
Broadcom Inc Com
+$280.6K
2,744
+3%
增持
MGK
VNGRD MEGA CAP GRWTH ETF
+$280.5K
2,307
+28%
增持
SPY
SPDR S&P 500 ETF Trust
+$275.2K
2,138
+14%
减持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
-$274.4K
1,534
-66%
增持
JNK
SPDR Blmbg High Yield Bd ETF
+$266.2K
6,939
+63%
增持
JPM
JPMorgan Chase & Co
+$261.3K
5,060
+3%
增持
PWR
QUANTA SERVICES INC
+$259.9K
2,190
+0%
建仓
UPS
UPS INC B
+$245.0K
2,345
增持
EFAV
iShares MSCI EAFE Min Vol Factor ETF
+$243.0K
5,884
+81%
建仓
ORLY
O REILLY AUTOMOTIVE NEW
+$231.2K
2,555
增持
META
Meta Platforms Inc Class A
+$220.7K
1,144
+9%
增持
VBR
Vanguard Small-Cap Value ETF
+$209.0K
7,510
+9%
减持
VOT
VNGRD MDCP GRW ETF
-$207.4K
1,144
-47%
减持
—
TRANE TECHNOLOGIES PLC
+$203.8K
2,148
-1%
建仓
VYM
Vanguard High Dividend Yield ETF
+$203.6K
1,527
减持
BUD
Anheuser-Busch InBev SA/NV
-$197.5K
1,808
-66%
增持
VNQI
VNGRD US R/EST IDX ETF
+$168.8K
9,246
+44%
建仓
GILD
GILEAD SCIENCES INC
+$168.7K
1,510
建仓
VYMI
Vanguard Intl Hi Div Yld Idx ETF
+$154.8K
1,932
增持
NFLX
Netflix Inc
+$153.8K
348
+9%
增持
MGV
VNGRD MEGA CAP VAL ETF
+$146.3K
4,463
+29%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$144.5K
39,217
-4%
增持
SNPS
SYNOPSYS INC
+$144.2K
1,506
+1%
增持
—
Chubb Ltd
+$137.7K
854
+135%
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF
+$137.6K
9,437
+18%
增持
TSLA
Tesla Motors Inc
+$134.0K
2,587
+4%
增持
VTI
Vanguard Total Stock Market ETF
+$128.7K
2,158
+13%
减持
NVO
Novo Nordisk A/S
-$126.8K
186
-91%
增持
HYG
ISHS IBOX $ H/Y CORP ETF
+$123.0K
29,412
+4%
增持
SPTS
SPDR S/T TREASURY ETF
+$121.6K
4,606
+956%
增持
COF
CAPITAL ONE FINL CORP
+$119.7K
2,862
+3%
建仓
EXC
EXELON CORPORATION
+$118.1K
2,720
减持
TMO
Thermo Fisher Scientific Inc
-$113.1K
1,449
-0%
建仓
TBCIX
T. Rowe Price Blue Chip Growth I
+$112.4K
556
增持
TMUS
T-MOBILE US, INC.
-$111.5K
4,899
+1%
减持
GLDM
SPDR GOLD MINISHARES
-$110.8K
3,227
-38%
增持
BBUS
JPMORGAN BETABUILDERS US EQY ETF
+$109.5K
6,358
+7%
增持
VNQ
Vanguard Real Estate ETF
+$108.9K
8,586
+18%
减持
IWS
ISHARES RUSSELL MID CAP VALUE ETF
-$106.1K
1,018
-47%
减持
VOE
VNGRD MDCP VAL ETF
-$105.9K
1,943
-27%
清仓
—
LYONDELLBASELL INDUSTRIES NV
-$104.5K
0
-100%
减持
HYS
PIMCO 0-5Y H/Y CORP ETF
-$104.3K
6,760
-15%
减持
VBK
Vanguard Small-Cap Growth ETF
+$103.2K
6,824
-4%
增持
BBIN
JPM BETABLDR INTL EQ ETF
+$102.5K
4,265
+42%
建仓
IRM
IRON MOUNTAIN INC
+$102.4K
1,025
增持
PH
PARKER HANNIFIN CORP
+$97.1K
992
+0%
清仓
BNY
THE BANK OF NEW YORK MELLON CORP
-$95.2K
0
-100%
增持
LQD
iShares iBoxx $ Invmt Grade Corp Bd ETF
+$94.4K
2,542
+50%
增持
VXUS
Vanguard Total International Stock ETF
+$93.6K
6,787
+12%
增持
CTAS
CINTAS CORP
+$93.2K
4,941
+0%
减持
SPTI
SPDR Portfolio Intmdt Term Trs ETF
-$90.3K
10,723
-23%
增持
IBM
INTL BUSINESS MACHS CORP
+$88.6K
1,235
+13%
增持
WMT
WALMART INC
+$88.4K
7,934
+1%
增持
COST
Costco Wholesale Corp
+$86.8K
1,055
+5%
增持
USHY
ISHS BRD USD H/Y CRP ETF
+$85.0K
8,385
+36%
减持
IVV
iShares Core S&P 500 ETF
-$84.8K
420
-32%
增持
PANW
Palo Alto Networks Inc
+$83.4K
2,683
+2%
增持
VSS
Vanguard FTSE All-Wld ex-US SmCp ETF
+$82.9K
4,369
+0%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$82.8K
703
+70%
增持
EMB
ISHARES JPMORGAN USD EMERG MARKETS BOND
+$80.2K
8,263
+10%
增持
GLD
SPDR Gold Shares
+$78.2K
2,182
+6%
减持
GPC
GENUINE PARTS CO
-$74.5K
0
-100%
增持
KLAC
KLA CORP
+$70.9K
277
+6%
增持
VZ
VERIZON COMMUNICATIONS, INC.
+$69.7K
6,882
+35%
减持
MBB
ISHS MBS ETF
-$68.3K
991
-42%
减持
CVX
Chevron Corp
-$67.2K
2,200
-5%
增持
SCHP
Schwab US TIPS ETF
+$65.1K
9,431
+37%
增持
ABT
Abbott Laboratories
+$64.7K
581
+433%
增持
SPMO
INVSC S P 500 MOMENTUM ETF
+$62.9K
1,373
+43%
减持
—
NXP SEMICONDUCTORS NV
+$62.8K
2,231
-2%
建仓
SPYG
SPDR S&P 500 GROWTH ETF
+$62.3K
660
减持
SPMD
SPDR S&P 400 MDCP ETF
+$62.2K
19,582
-1%
增持
IGLB
ISHS 10 INV GR CORP ETF
+$62.2K
3,720
+50%
清仓
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
-$58.7K
0
-100%
减持
BBCA
JPM BETABLDR CDA ETF
-$57.8K
5,719
-21%
增持
IEFA
ISHS CORE MSCI EAFE ETF
+$55.5K
5,483
+3%
减持
TLH
ISHS 10-20 TRSRY ETF
-$55.4K
550
-49%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$51.1K
356
+17700%
增持
TOTL
SPDR DOUBL T/RET TAC ETF
+$50.5K
14,912
+10%
增持
MA
Mastercard Inc A
+$50.4K
2,395
+1%
减持
AIZ
ASSURANT INC
-$50.3K
47
-83%
建仓
LDOS
LEIDOS HOLDINGS INC
+$49.2K
306
增持
VXF
Vanguard Extended Market ETF
+$48.5K
1,682
+5%
建仓
WSM
WILLIAMS SONOMA INC
+$48.0K
284
增持
CARR
Carrier Global Corp-Wi
+$47.2K
671
+1537%
减持
PEP
PEPSICO INC
-$47.0K
3,047
-0%
减持
HYD
VanEck High Yield Muni ETF
-$45.9K
6,407
-11%
增持
C
CITIGROUP INC NEW
+$43.9K
2,270
+6%
清仓
WHR
WHIRLPOOL CORP
-$43.7K
0
-100%
减持
ESI
ELEMENT SOLUTIONS INC
-$40.7K
257
-88%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP ETF
-$39.9K
32,870
-4%
减持
BAC
Bank of America Corporation
+$39.9K
6,750
-1%
增持
—
NVENT ELECTRIC PLC
+$39.9K
1,079
+49%
减持
—
SEAGATE TECH HLDGS PLC
+$38.7K
665
-2%
减持
XLC
COMMUNICATION SVCS SELECT SECTOR SPDR
+$38.1K
8,915
-7%
建仓
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$38.1K
282
减持
PZA
Invesco National AMT-Free Muni Bd ETF
-$36.8K
5,996
-19%
减持
BBHY
JPMORGAN BETA YIELD CORP BND ETF
-$36.5K
1,339
-37%
增持
MCD
MCDONALDS CORP
-$36.3K
3,219
+1%
增持
SPLB
SPDR Portfolio Long Term Corp Bd ETF
+$36.1K
21,695
+8%
增持
SPGI
S&Pglobal Inc Com
+$35.9K
975
+3%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$35.4K
330
-61%
增持
—
EXXON MOBIL CORP
-$35.4K
5,458
+3%
增持
TJX
TJX COS INC NEW
+$35.0K
5,155
+3%
减持
TIPX
SPDR Blmbg 1-10 Year TIPS ETF
-$34.9K
9,074
-16%
增持
PGR
Progressive Corp
+$34.8K
139
+1886%
减持
GWX
SPDR S&P International Small Cap ETF
+$34.6K
20,674
-10%
建仓
TD
TORONTO DOMINION BK
+$34.3K
463
减持
BDX
BECTON DICKINSON & CO
-$34.2K
91
-59%
减持
EMHC
SPDR Bloomberg EM USD Bd ETF
-$34.0K
13,065
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$33.7K
139
+18%
增持
CRM
Salesforce Inc
+$33.6K
1,888
+6%
