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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 93
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.6M
27,373
+5%
增持
SPYM
SPDR S&P 500 ETF
+$1.4M
104,516
+12%
增持
IVV
iShares Core S&P 500 ETF
+$1.0M
2,715
+546%
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。
减持
SPAB
SPDR AGGREGATE BOND ETF
-$934.7K
13,613
-73%
增持
NVDA
NVIDIA Corp
+$876.9K
24,486
+2%
增持
GOOGL
ALPHABET INC A
+$834.4K
10,792
+6%
清仓
PWR
QUANTA SERVICES INC
-$815.3K
0
-100%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$703.7K
79,180
+19%
增持
SPSM
SPDR S&P 600 SMALL CAP
+$688.1K
40,174
+48%
减持
RWR
SPDR Dow Jones REIT ETF
-$670.5K
1,188
-85%
增持
HYG
ISHS IBOX $ H/Y CORP ETF
+$649.9K
37,047
+26%
减持
UNH
UNITEDHEALTH GROUP INC
-$544.0K
628
-73%
减持
VUG
Vanguard Growth ETF
+$527.9K
14,249
-2%
减持
SPLB
ESSENTIAL PROPERTIES REALTY TRUS
-$476.0K
439
-98%
减持
SPGI
S&P GLOBAL INC
-$456.7K
121
-88%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$440.8K
64,477
+7%
增持
JNK
SPDR Blmbg High Yield Bd ETF
+$424.7K
11,180
+61%
增持
TSLA
TESLA INC
+$408.1K
2,667
+3%
减持
TOTL
SPDR DOUBL T/RET TAC ETF
-$372.8K
5,480
-63%
减持
RWX
SPDR DJ INTL RL EST ETF
-$334.7K
2,380
-84%
增持
META
META PLATFORMS INC A
+$329.3K
1,569
+37%
增持
MSFT
MICROSOFT CORPORATION
+$321.6K
6,479
+5%
增持
AVGO
BROADCOM INC
+$254.8K
2,976
+8%
减持
VTV
Vanguard Value ETF
+$248.7K
34,642
-1%
增持
VOO
Vanguard S&P 500 ETF
+$244.5K
5,412
+0%
增持
CERY
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF
+$242.3K
29,620
+33%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$222.2K
39,119
-0%
清仓
GLDM
SPDR GOLD MINISHARES
-$213.2K
0
-100%
增持
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
+$200.5K
3,715
+142%
增持
MGK
VNGRD MEGA CAP GRWTH ETF
+$200.4K
2,575
+12%
增持
BBUS
JPMORGAN BETABUILDERS US EQY ETF
+$194.6K
7,502
+18%
减持
V
VISA INC CL A
-$187.0K
3,937
-9%
增持
JPM
JPMorgan Chase & Co
+$180.3K
5,230
+3%
增持
FISR
SPDR SSGA Fixed Inc Sect Rotation ETF
+$173.2K
4,625
+10%
减持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF
-$146.0K
6,810
-28%
减持
ISRG
INTUITIVE SURGICAL NEW
-$143.0K
1,516
-1%
增持
HD
HOME DEPOT INC
+$139.1K
2,991
+4%
减持
SPIB
SPDR Portfolio Interm Term Corp Bd ETF
-$137.9K
5,245
-44%
增持
SPY
SPDR S&P 500 ETF Trust
+$136.6K
2,213
+4%
减持
ORCL
ORACLE CORP
+$135.4K
2,245
-1%
减持
GLD
SPDR Gold Shares
-$133.8K
1,511
-31%
减持
SPTL
SPDR Portfolio Long Term Treasury ETF
-$132.0K
22,411
-19%
增持
BBIN
JPM BETABLDR INTL EQ ETF
+$123.6K
5,862
+37%
减持
VBK
Vanguard Small-Cap Growth ETF
+$120.2K
6,744
-1%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$118.2K
44,936
-0%
建仓
JIG
JPMORGAN INTERNATIONAL GROWTH ETF
+$108.1K
1,435
建仓
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$107.9K
1,431
增持
TMO
Thermo Fisher Scientific Inc
+$107.9K
1,481
+2%
增持
—
NVENT ELECTRIC PLC
+$107.6K
1,880
+74%
增持
AMD
Advanced Micro Devices Inc
+$103.2K
3,935
+0%
增持
ABBV
ABBVIE INC
+$97.1K
1,655
+10%
减持
IPAC
iShares Core MSCI Pacific ETF
+$96.9K
19,550
-0%
增持
AMZN
AMAZON.COM INC
+$92.4K
9,150
+5%
减持
VRTX
VERTEX PHARMS INC
-$92.2K
942
-8%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$91.3K
4,054
+25%
减持
ADBE
ADOBE INC
-$91.1K
1,737
-3%
增持
IEUR
iShares Core MSCI Europe ETF
+$88.4K
39,942
+0%
减持
NOC
NORTHROP GRUMMAN CORP
+$87.2K
948
-3%
增持
CTAS
CINTAS CORP
-$81.2K
5,004
+1%
减持
SPMO
INVSC S P 500 MOMENTUM ETF
-$81.1K
586
-57%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$80.8K
18,337
-1%
增持
SYK
STRYKER CORP
+$79.3K
367
+158%
减持
PEP
RAYTHEON TECHNOLOGIES CORP
-$79.3K
2,270
-26%
增持
IWM
ISHS RUSS 2000 INDX ETF
+$77.4K
2,460
+4%
减持
TJX
TJX COS INC NEW
+$73.9K
4,975
-3%
增持
—
CRH PLC
+$71.5K
1,124
+66%
增持
WMT
WALMART INC
+$68.4K
8,227
+4%
减持
—
TRANE TECHNOLOGIES PLC
-$68.4K
2,048
-5%
减持
VB
Vanguard Small-Cap ETF
+$67.5K
4,922
-1%
建仓
SPTM
SPDR S&P 1500 COMPOS ETF
+$66.3K
822
增持
IUSB
ISHARES CORE TOTAL USD BD MKT ETF
+$66.3K
20,436
+6%
减持
EOG
EOG RESOURCES INC
-$65.6K
4,854
-4%
减持
VBR
Vanguard Small-Cap Value ETF
+$62.2K
7,442
-1%
增持
OMC
OMNICOM GROUP INC
+$61.9K
1,351
+299%
增持
CRM
SALESFORCE INC
-$61.2K
1,908
+1%
增持
COST
COSTCO WHOLESALE CORP
-$60.0K
1,059
+0%
减持
MTUM
ISHARES TR MSCI USA MMENTM
-$59.5K
417
-41%
增持
RF
REGIONS FINL CORP NEW
+$59.3K
7,410
+32%
减持
SNPS
SYNOPSYS INC
-$57.6K
1,476
-2%
增持
—
ASTRAZENECA PLC ADR
+$57.5K
1,119
+181%
增持
SJNK
SPDR BARCLAYS SHORT TERM HIGH YIELD BOND
+$57.4K
4,640
+91%
减持
—
SEAGATE TECH HLDGS PLC
+$55.8K
645
-3%
增持
GFI
GOLD FIELDS LTD ADR NEW
+$54.8K
1,988
+65%
建仓
—
ROYALTY PHARMA PLC A
+$53.8K
1,525
增持
MCD
MCDONALDS CORP
+$53.7K
3,328
+3%
减持
UPS
UPS INC B
-$52.9K
2,300
-2%
增持
JNJ
Johnson & Johnson
+$52.7K
645
+50%
增持
USIG
ISHS USD INVT GRD BD ETF
+$52.5K
3,226
+43%
增持
—
JANUS HENDERSON GROUP PLC
+$52.5K
1,598
+238%
减持
ROP
ROPER TECHNOLOGIES INC
-$51.6K
620
-2%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$51.3K
0
-100%
增持
MS
MORGAN STANLEY
+$50.7K
911
+37%
增持
—
GENPACT LTD
+$50.5K
1,623
+317%
增持
BBVA
BANCO BILBAO VIZCAYA ADR
+$50.0K
5,042
+63%
增持
TSM
TAIWAN SEMICON MFG CO
+$49.6K
395
+46%
增持
BAC
Bank of America Corporation
+$49.6K
7,248
+7%
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$49.0K
179
增持
GE
GENERAL ELECTRIC COMPANY
+$48.5K
400
+39%
增持
CLS
CELESTICA INC
+$48.4K
397
+20%
增持
DUK
Duke Energy Corp
+$47.3K
2,882
+11%
减持
PH
PARKER HANNIFIN CORP
+$46.9K
982
-1%
增持
CSCO
Cisco Systems Inc
+$46.8K
2,333
+43%
建仓
HSY
HERSHEY COMPANY
+$46.6K
249
增持
LLY
ELI LILLY & CO
+$45.8K
474
+16%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP ETF
+$45.8K
33,593
+2%
增持
CVX
Chevron Corp
+$45.0K
2,351
+7%
增持
TD
TORONTO DOMINION BK
+$44.2K
982
+112%
增持
IEFA
ISHS CORE MSCI EAFE ETF
+$44.0K
5,736
+5%
增持
—
ALLEGION PUBLIC LTD
+$42.5K
329
+207%
增持
WMB
WILLIAMS COS INC DEL
+$42.4K
6,488
+3%
增持
PHM
PULTEGROUP INC
+$41.7K
804
+37%
增持
CI
CIGNA CORP
+$41.5K
281
+138%
增持
MCK
MCKESSON CORP
+$41.5K
130
+60%
增持
CMI
CUMMINS INC
+$41.4K
205
+50%
增持
MO
ALTRIA GROUP INC
+$41.3K
4,696
+2%
增持
MGV
VNGRD MEGA CAP VAL ETF
+$40.6K
4,589
+3%
增持
AXP
AMERN EXPRESS CO
+$40.3K
337
+52%
增持
PLD
PROLOGIS, INC.
+$40.1K
1,061
+39%
增持
SAN
BANCO SANTANDER S A ADR
+$40.1K
6,220
+105%
减持
ZTS
ZOETIS, INC.
-$39.4K
2,564
-2%
增持
BBCA
JPM BETABLDR CDA ETF
+$39.1K
5,741
+0%
增持
XLV
The Health Care Select Sector SPDR ETF
+$38.0K
7,073
+2%
减持
CME
CME GROUP INC CL A
-$38.0K
1,836
-5%
清仓
GSK
GSK PLC NEW
-$37.3K
0
-100%
增持
—
TE CONNECTIVITY PLC
+$37.0K
320
+64%
增持
LDOS
LEIDOS HOLDINGS INC
+$36.9K
456
+49%
增持
STRL
STERLING INFRASTRUCTURE INC
+$36.9K
233
+23%
清仓
FTV
FORTIVE CORP
-$36.8K
0
-100%
增持
—
INTERPUBLIC GROUP
+$36.6K
4,917
+23%
增持
GS
GOLDMAN SACHS GROUP INC
+$36.4K
169
+22%
增持
SON
SONOCO PRODUCTS CO
+$35.6K
3,145
+44%
增持
—
FABRINET
+$35.0K
188
+62%
增持
FITB
Fifth Third Bancorp
+$35.0K
7,990
+5%
增持
—
ACCENTURE PLC IRELD CL A
+$34.7K
256
+172%
增持
PRIM
PRIMORIS SERVICES CORP
+$34.4K
321
+163%
增持
TM
TOYOTA MOTOR ADR REP 10 CORP
+$33.7K
286
+134%
增持
—
COPA HOLDINGS SA CL A
+$33.4K
480
+121%
清仓
BXP
BXP INC
-$33.1K
0
-100%
增持
RY
ROYAL BANK CDA MONTREAL
+$32.8K
397
+105%
增持
TILE
INTERFACE INC
+$32.8K
1,569
+166%
减持
AWK
AMER WATER WORKS COMPANY
-$32.4K
4,315
-3%
减持
XLC
COMMUNICATION SVCS SELECT SECTOR SPDR
+$32.0K
8,386
-6%
减持
COF
CAPITAL ONE FINL CORP
-$31.9K
2,747
-4%
增持
CAT
CATERPILLAR INC
+$31.9K
161
+40%
减持
SRE
SEMPRA
+$31.8K
2,373
-1%
增持
SO
SOUTHERN COMPANY
+$31.1K
905
+53%
增持
VOE
VNGRD MDCP VAL ETF
+$30.5K
2,028
+4%
减持
TXN
Texas Instruments Inc
-$29.9K
37
-79%
减持
ETR
ENTERGY CORP NEW
+$29.8K
3,573
-3%
增持
GOVT
ISHARES US TREASURY BOND
+$29.8K
7,785
+19%
