小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 74
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
ABBNY
ABB Ltd
+$144.7M
14
增持
VEA
Vanguard FTSE Developed Markets ETF
-$1.6M
44,946
+0%
减持
VUG
Vanguard Growth ETF
-$1.4M
13,851
-3%
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
VWO
Vanguard FTSE Emerging Markets ETF
+$1.1M
18,434
+1%
增持
GOOGL
ALPHABET INC A
+$1.0M
11,735
+9%
增持
VWIAX
Vanguard Wellesley Income Admiral
+$999.9K
6,538
+4%
减持
IVV
iShares Core S&P 500 ETF
-$986.0K
677
-75%
减持
XLV
The Health Care Select Sector SPDR ETF
-$963.1K
276
-96%
建仓
XLK
TECH SEL SECT SPDR ETF
+$871.5K
6,053
减持
V
Visa Inc Class A
-$830.1K
1,468
-63%
增持
VTV
Vanguard Value ETF
-$750.8K
35,152
+1%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$693.9K
91,925
+16%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$520.7K
19,777
-5%
增持
SPTL
ST STR SPDR LNG TERM ETF
+$506.2K
42,125
+88%
建仓
FLCH
FRANKLIN FTSE CHINA ETF
+$493.2K
20,721
减持
—
NXP SEMICONDUCTORS NV
-$456.3K
165
-92%
减持
AAPL
Apple Inc
+$452.1K
27,307
-0%
减持
JNK
ST STR BLMBRG H/Y ETF
-$422.4K
6,937
-38%
减持
—
EXXON MOBIL CORP
-$415.2K
1,522
-71%
减持
ADBE
ADOBE INC
-$412.9K
571
-67%
增持
EQIX
EQUINIX, INC.
+$411.2K
552
+3580%
减持
SPSM
ST STR SPDR S&P 600 ETF
-$407.2K
31,105
-23%
建仓
VLTO
Veralto Corp
+$403.1K
1
增持
LLY
ELI LILLY & CO
+$384.2K
694
+46%
增持
VB
Vanguard Small-Cap ETF
-$360.1K
4,995
+1%
减持
VBK
Vanguard Small-Cap Growth ETF
+$351.4K
6,355
-6%
清仓
BIL
SPDR Blmbg 1-3 Mth T-Bill ETF
-$340.9K
0
-100%
建仓
XEMD
BNDBLOXX JPM USD EMR MK 1 10 YR ETF
+$331.9K
7,445
减持
NVDA
NVIDIA Corp
-$316.7K
23,054
-6%
减持
ZTS
ZOETIS, INC.
-$298.4K
610
-76%
建仓
PWR
QUANTA SERVICES INC
+$298.0K
706
减持
PH
PARKER HANNIFIN CORP
-$295.4K
511
-48%
增持
ISRG
INTUITIVE SURGICAL NEW
+$261.0K
1,658
+9%
减持
FISR
SPDR SSGA Fixed Inc Sect Rotation ETF
-$252.3K
2,199
-52%
减持
ROP
ROPER TECHNOLOGIES INC
-$246.9K
140
-77%
减持
ORCL
ORACLE CORP
-$243.7K
1,989
-11%
增持
BNDX
Vanguard Total International Bond ETF
+$240.9K
12,552
+2%
减持
CERY
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF
-$239.3K
21,460
-28%
建仓
GLDM
SPDR GOLD MINISHARES
+$238.5K
2,795
增持
MSFT
Microsoft Corp
-$212.8K
6,503
+0%
减持
IP
INTL PAPER COMPANY
-$207.1K
1,030
-81%
增持
INTU
INTUIT INC
+$203.0K
359
+604%
增持
BIV
Vanguard Interm-Term Bond ETF
+$197.3K
2,196
+4%
减持
FITB
Fifth Third Bancorp
-$192.9K
4,240
-47%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$189.5K
6,034
+49%
减持
AMD
Advanced Micro Devices Inc
+$189.1K
3,900
-1%
增持
AMZN
Amazon.com Inc
+$184.1K
9,502
+4%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP ETF
+$175.6K
38,026
+13%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$173.1K
36,146
-8%
减持
GWX
SPDR S&P International Small Cap ETF
+$169.8K
19,298
-1%
增持
VALSX
Value Line Select Growth Fund
-$168.6K
5,635
+9%
减持
TSLA
TESLA INC
-$166.1K
2,268
-15%
增持
HD
HOME DEPOT INC
-$163.4K
3,047
+2%
增持
C
CITIGROUP INC NEW
+$163.2K
3,295
+51%
增持
ANET
ARISTA NETWORKS INC
+$160.3K
1,470
+562%
减持
EMB
ISHARES JPMORGAN USD EMERG MARKETS BOND
-$156.9K
6,576
-21%
增持
PFE
PFIZER INC
+$155.9K
11,329
+129%
增持
BLV
Vanguard Long-Term Bond ETF
+$152.8K
1,555
+7%
减持
LQD
iShares iBoxx $ Invmt Grade Corp Bd ETF
+$150.4K
2,363
-1%
增持
TMO
Thermo Fisher Scientific Inc
+$148.0K
1,506
+2%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$143.4K
455
+15%
增持
F
FORD MOTOR CO
+$142.3K
19,600
+104%
减持
HYD
VanEck High Yield Muni ETF
+$139.0K
5,949
-7%
清仓
—
INTERPUBLIC GROUP
-$137.2K
0
-100%
增持
CSCO
Cisco Systems Inc
+$136.7K
4,112
+76%
增持
OMC
OMNICOM GROUP INC
+$136.3K
2,765
+105%
增持
OMF
ONEMAIN HOLDINGS, INC.
+$130.9K
2,590
+232%
增持
BSV
Vanguard Short-Term Bond ETF
+$130.3K
2,954
+7%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$128.1K
61,776
-4%
增持
CRM
Salesforce Inc
+$126.6K
2,178
+14%
建仓
JTEK
JPMORGAN U S TECH LEADERS ETF
+$124.7K
1,385
建仓
NSRGY
Nestle SA ADR
+$123.1K
10
增持
—
ACCENTURE PLC IRELD CL A
+$122.8K
693
+171%
增持
—
CHUBB LTD
+$122.0K
1,220
+33%
增持
DHR
Danaher Corp
+$118.1K
724
+202%
增持
INTC
Intel Corp
+$115.5K
4,101
+531%
增持
AVGO
Broadcom Inc Com
+$111.6K
3,160
+6%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$108.2K
590
减持
SON
SONOCO PRODUCTS CO
-$107.8K
635
-80%
增持
KMB
KIMBERLY CLARK CORP
+$107.5K
1,300
+584%
减持
COST
COSTCO WHOLESALE CORP
-$105.0K
1,015
-4%
建仓
—
SMURFIT WESTROCK PLC
+$102.5K
2,650
增持
META
Meta Platforms Inc Class A
-$101.6K
1,592
+1%
增持
CMCSA
Comcast Corp Class A
+$100.4K
1,016
+213%
增持
COF
CAPITAL ONE FINL CORP
+$97.6K
2,812
+2%
增持
—
MEDTRONIC PLC
+$96.6K
1,010
+25150%
增持
SPAB
ST STR AGGREGATE BD ETF
+$95.7K
17,197
+26%
增持
CAT
CATERPILLAR INC
+$95.7K
301
+87%
减持
PHM
PULTEGROUP INC
-$91.0K
130
-84%
增持
NTBIX
Navigator Tactical Fixed Income I
-$90.4K
21,663
+18%
增持
IUSB
ISHS CORE UNVL USD ETF
+$88.4K
22,410
+10%
减持
XLC
COMMUNICATION SVCS SELECT SECTOR SPDR
-$88.3K
7,682
-8%
增持
BBUS
JPMORGAN BETABUILDERS US EQY ETF
+$87.2K
8,048
+7%
减持
PEP
PEPSICO INC
-$85.8K
1,722
-24%
减持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
-$83.8K
61
-95%
减持
EFAV
iShares MSCI EAFE Min Vol Factor ETF
-$83.6K
4,848
-18%
增持
SPLB
ST STR SPDR LNG TERM ETF
+$80.5K
4,057
+824%
增持
VBR
Vanguard Small-Cap Value ETF
+$80.2K
7,706
+4%
建仓
EIX
EDISON INTL
+$79.8K
1,330
建仓
AEE
AMEREN CORP
+$79.7K
798
增持
SLB
SLB LTD
+$78.5K
4,109
+78%
增持
UNH
UnitedHealth Group Inc
+$77.8K
892
+42%
增持
CTAS
CINTAS CORP
-$75.9K
5,058
+1%
增持
IWM
ISHS RUSS 2000 INDX ETF
+$75.7K
2,725
+11%
增持
BRK/B
Berkshire Hathaway Inc B
+$74.9K
1,159
+21%
增持
KO
COCA COLA COMPANY
+$73.2K
5,018
+20%
减持
USMV
iShares MSCI USA Min Vol Factor ETF
-$73.2K
4,970
-13%
增持
TOTL
ST STR DOUBLE T/RET ETF
+$71.6K
7,302
+33%
清仓
SPMO
INVSC S P 500 MOMENTUM ETF
-$70.9K
0
-100%
增持
CBOE
CBOE GLOBAL MARKETS INC
+$70.0K
325
+591%
增持
KLAC
KLA Corp
+$69.8K
304
+10%
减持
BND
Vanguard Total Bond Market ETF
+$69.5K
8,488
-0%
增持
BBIN
JPM BETABLDR INTL EQ ETF
+$69.2K
6,641
+13%
减持
VSS
Vanguard FTSE All-Wld ex-US SmCp ETF
-$69.0K
3,659
-15%
增持
PLD
PROLOGIS, INC.
+$69.0K
1,492
+41%
增持
WMT
WALMART INC
+$68.9K
8,229
+0%
减持
HPQ
HP INC
-$68.7K
370
-87%
增持
COLTX
Columbia Total Return Muncpl Inc A
-$68.6K
6,890
+1%
增持
TJX
TJX COS INC NEW
+$67.9K
5,123
+3%
减持
IEUR
iShares Core MSCI Europe ETF
+$64.8K
39,160
-2%
减持
UPS
UPS INC B
-$64.6K
1,285
-44%
建仓
JMTG
JPMorgan Mortgage-Backed Securities ETF
+$64.4K
106
减持
XLP
CONS STPLS SEL SPDR ETF
-$64.0K
11,187
-6%
增持
JNJ
Johnson & Johnson
+$63.5K
914
+42%
增持
MRK
MERCK & COMPANY INC
+$63.0K
1,355
+43%
增持
VRTX
VERTEX PHARMS INC
+$62.7K
952
+1%
减持
CI
CIGNA CORP
-$61.4K
71
-75%
减持
—
JANUS HENDERSON GROUP PLC
-$61.3K
207
-87%
减持
HYS
PIMCO 0-5Y H/Y CORP ETF
-$60.7K
6,275
-8%
建仓
WHR
WHIRLPOOL CORP
+$57.0K
790
增持
TGRNX
Nuveen Green Bond R6
+$56.2K
128
+2%
清仓
CARR
CARRIER GLOBAL CORP
-$55.9K
0
-100%
减持
BAM
BROOKFIELD ASSET MNGMT CL A
-$55.6K
150
-87%
增持
TSBIX
Nuveen Core Impact Bond R6
-$55.6K
8,110
+1%
减持
QRVO
QORVO INC
-$55.4K
2,055
-18%
减持
SPIB
ST STR SPDR INTERMED ETF
-$54.5K
3,839
-27%
减持
AJG
ARTHUR J GALLAGHER
-$54.0K
50
-77%
增持
OKE
ONEOK INC
+$53.7K
890
+456%
减持
STNE
STONECO LTD A
-$52.0K
247
-92%
增持
GIS
GENERAL MILLS INC
+$51.7K
3,535
+58%
增持
NSC
Norfolk Southern Corp
-$51.7K
183
+3%
减持
SPYM
ST STR SPDR S&P 500 ETF
-$49.5K
101,450
-3%
增持
—
ASML Holding NV
+$49.1K
204
+17%
增持
SRLN
ST STR BLACKSTONE LN ETF
+$49.1K
23,177
+5%
清仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$49.0K
0
-100%
建仓
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
+$48.7K
530
增持
NFLX
NETFLIX INC
-$48.5K
4,061
+1034%
建仓
SONY
Sony Group Corp
+$48.2K
1,875
建仓
—
EATON CORP PLC
+$46.8K
147
建仓
UGI
UGI CORP NEW
+$46.0K
1,230
