RC

Richardson Capital Management LLC

產業集中型趨勢追蹤型長期持有型

申報總市值

US$2.1億

申報季度: 2026-03-31 · 持股檔數: 394

Richardson Capital Management LLC在最新一期 13F 報告中揭露了 394 項持股，申報期為 2026-03-31，總持股市值約為 US$2.1億，季度換手率為 17.1%。

機構性格雪花圖

集中度
46.5
持倉穩定性
17.1
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
32.98

近期動向

  • 減碼 SCHD

    -40.3%　-US$644.2萬

  • 加碼 FNDX

    +24.0%　US$594.3萬

  • 加碼 DFSV

    +7522.5%　US$508.4萬

  • 減碼 SCHG

    +2.5%　-US$282.8萬

  • 減碼 SCHX

    +2.8%　-US$98.6萬

  • 加碼 VOO

    +17.5%　US$237.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SCHXSchwab US Large-cap ETFETF-其他22.23%-1.37%+2.75%
2SCHGSchwab US Large-cap GrowthETF-其他14.69%-2.00%+2.46%
3FNDXSchwab Fndmntl US Lrg Co ETFETF-其他13.54%+2.45%+23.98%
4VOOVanguard S&p 500 ETFETF-大型股與成長10.69%+0.77%+17.53%
5IJHIshares Core S&p Midcap ETFETF-其他8.65%-0.12%+0.18%
6SCHDSchwab US Dvd Equity ETFETF-其他6.24%-3.48%-40.32%
7NVDANvidia CORP股票-科技5.02%-0.53%+0.59%
8DFSVDimensional US Small Cap ValETF-中小型股2.48%+2.45%+7522.52%
9MEMSMatthews Em DiscoveryETF-其他1.83%+0.10%+6.75%
10SCHMSchwab US Mid Cap ETFETF-其他1.80%-0.21%-9.80%
11PULSPgim Ultra Short Bond ETFETF-其他0.93%+0.93%NEW
12QQQInvesco Qqq Trust Series 1ETF-科技型0.65%+0.01%+12.31%
13SCHKSchwab 1000 Index ETFETF-大型股與成長0.61%-0.15%-12.76%
14IWPIshares Russell Mid-cap GrowETF-其他0.38%-0.04%—
15VUGVanguard Growth ETFETF-其他0.32%+0.20%+213.46%
16IVVIshares Core S&p 500 ETFETF-大型股與成長0.31%-0.03%-0.40%
17IWFIshares Russell 1000 GrowthETF-其他0.29%-0.05%—
18IWRIshares Russell Mid-cap ETFETF-其他0.28%——
19VYMVanguard High Dvd Yield ETFETF-其他0.27%-0.55%-67.02%
20PAVEGlobal X US InfrastructureETF-其他0.21%—-0.54%
21AAPLApple INC股票-科技0.21%+0.09%+103.38%
22IWSIshares Russell Mid-cap ValuETF-其他0.21%——
23VOYGVoyager Technologies Inc-a股票-其他0.19%+0.19%NEW
24VTIVanguard Total Stock Mkt ETFETF-其他0.19%—+0.16%
25JPMJpmorgan Chase & Co股票-金融0.19%—+3.23%
26COWZPacer US Cash Cows 100 ETFETF-其他0.18%—+1.13%
27XLFSs Financial Select SectorETF-其他0.18%-0.03%—
28ARKKArk Innovation ETFETF-其他0.18%+0.11%+209.05%
29IXNIshares Global Tech ETFETF-科技型0.17%+0.13%+382.10%
30SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.15%-0.03%-5.60%
31SCHESchwab Emrg Mrkts Eqty ETFETF-其他0.15%——
32HEFAIsha Curr Hedged Msci EafeETF-其他0.15%—+0.07%
33IJRIshares Core S&p Small-cap EETF-中小型股0.14%—-2.54%
34BAIIshrs Ai In And Tech Act ETFETF-科技型0.14%+0.13%+1121.99%
35DHSWisdomtree US High DividendETF-其他0.13%+0.13%NEW
36GLDMSpdr Gold Minishares TrustETF-避險與商品0.13%——
37VEAVanguard Ftse Developed ETFETF-其他0.13%—-2.10%
38IGSBIshares 1-5y Inv Grade CORPETF-其他0.12%——
39IBMIntl Business Machines CORP股票-科技0.12%-0.02%+3.44%
40WDIVSt Str Spd S&p Glo Div-us InETF-其他0.11%——
41SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.11%——
42FELGFidelity Enh Lrg Cap GwthETF-其他0.10%——
43IEFAIshares Core Msci Eafe ETFETF-其他0.10%——
44BTCGrayscale Bitcoin Mini ETFETF-加密貨幣0.10%+0.09%+1473.85%
45MRKMerck & Co. INC.股票-醫療保健0.10%+0.02%+4.90%
46VOVanguard Mid-cap ETFETF-其他0.10%—+0.14%
47CGGRCap Group Growth EquityETF-其他0.09%+0.09%NEW
48BITBBitwise Bitcoin ETFETF-加密貨幣0.09%+0.04%+147.81%
49SCHASchwab US Small-cap ETFETF-其他0.09%—+0.14%
50WSMWilliams-sonoma INC股票-循環性消費0.09%——
1–50 of 394

本季持股變動

Richardson Capital Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Pgim Ultra Short Bond ETF (PULS); 新建倉: Voyager Technologies Inc-a (VOYG); 新建倉: Wisdomtree US High Dividend (DHS); 新建倉: Cap Group Growth Equity (CGGR); 清倉: Grayscale Bitcoin Trust ETF (GBTC).

Richardson Capital Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1FNDXSchwab Fndmntl US Lrg Co ETF+2.5%+23.98%加碼
2DFSVDimensional US Small Cap Val+2.5%+7522.52%加碼
3VOOVanguard S&p 500 ETF+0.8%+17.53%加碼
4VUGVanguard Growth ETF+0.2%+213.46%加碼
5IXNIshares Global Tech ETF+0.1%+382.10%加碼
6BAIIshrs Ai In And Tech Act ETF+0.1%+1121.99%加碼
7ARKKArk Innovation ETF+0.1%+209.05%加碼
8MEMSMatthews Em Discovery+0.1%+6.75%加碼
9AAPLApple INC+0.1%+103.38%加碼
10BTCGrayscale Bitcoin Mini ETF+0.1%+1473.85%加碼
11NFLXNetflix INC+0.1%+2000.00%加碼
12BITBBitwise Bitcoin ETF0%+147.81%加碼
13TEKYLazard Next Gen Tech ETF0%+316.54%加碼
14AMZNAmazon.com INC0%+82.97%加碼
15ROBTFirst Trust Nasdaq Artificia0%+231.76%加碼
16MRKMerck & Co. INC.0%+4.90%加碼
17QQQInvesco Qqq Trust Series 10%+12.31%加碼
18COSTCostco Wholesale CORP0%+15.27%加碼
19CVXChevron CORP0%—不變
20COHRCoherent CORP0%—不變
21COPConocophillips0%—不變
22SPGIS&p Global INC0%+3.75%加碼
23IBMIntl Business Machines CORP0%+3.44%加碼
24ENVXEnovix CORP0%—不變
25XLFSs Financial Select Sector0%—不變
26SPYSs Spdr S&p 500 ETF Trust-us0%-5.60%減碼
27IVVIshares Core S&p 500 ETF0%-0.40%減碼
28IWPIshares Russell Mid-cap Grow0%—不變
29IWFIshares Russell 1000 Growth-0.1%—不變
30IJHIshares Core S&p Midcap ETF-0.1%+0.18%加碼
31SCHKSchwab 1000 Index ETF-0.2%-12.76%減碼
32SCHMSchwab US Mid Cap ETF-0.2%-9.80%減碼
33NVDANvidia CORP-0.5%+0.59%加碼
34VYMVanguard High Dvd Yield ETF-0.6%-67.02%減碼
35SCHXSchwab US Large-cap ETF-1.4%+2.75%加碼
36SCHGSchwab US Large-cap Growth-2%+2.46%加碼
37SCHDSchwab US Dvd Equity ETF-3.5%-40.32%減碼
38PULSPgim Ultra Short Bond ETF—NEW新建倉
39VOYGVoyager Technologies Inc-a—NEW新建倉
40DHSWisdomtree US High Dividend—NEW新建倉
41CGGRCap Group Growth Equity—NEW新建倉
42GBTCGrayscale Bitcoin Trust ETF—EXIT清倉
43CGICCap Group Intl Core Eq—NEW新建倉
44GNRCGenerac Holdings INC—NEW新建倉
45CGXUCap Group Intl Focus—NEW新建倉
46CGUSCap Group Core Equity—NEW新建倉
47MAGSRoundhill Magnificent Seven—NEW新建倉
48GOOGLAlphabet Inc-cl A—NEW新建倉
49CGNGCap Group New Geography Eq—NEW新建倉
50TEKIshares Technology Opp A ETF—NEW新建倉

FAQ

Richardson Capital Management LLC 是什麼機構？屬於哪種投資人類型？
Richardson Capital Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.1億，分佈在 394 個已申報部位之中。
Richardson Capital Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Richardson Capital Management LLC 按市值排列的前幾大持股為： 1. Schwab US Large-cap ETF (SCHX) — US$4604.9萬 (22.2%) 2. Schwab US Large-cap Growth (SCHG) — US$3043.4萬 (14.7%) 3. Schwab Fndmntl US Lrg Co ETF (FNDX) — US$2804.0萬 (13.5%) 4. Vanguard S&p 500 ETF (VOO) — US$2214.9萬 (10.7%) 5. Ishares Core S&p Midcap ETF (IJH) — US$1792.3萬 (8.7%)
Richardson Capital Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Richardson Capital Management LLC 共進行了 43 項顯著調整：新建倉 12 個部位、加碼 24 個既有持股、減碼 6 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Pgim Ultra Short Bond ETF (PULS); 新建倉: Voyager Technologies Inc-a (VOYG); 新建倉: Wisdomtree US High Dividend (DHS); 新建倉: Cap Group Growth Equity (CGGR); 清倉: Grayscale Bitcoin Trust ETF (GBTC)
Richardson Capital Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Richardson Capital Management LLC 的主要板塊分佈如下： • Information Technology: 69.8% • Industrials: 6.8% • Financials: 6.3% • Health Care: 4.5% • Consumer Discretionary: 4.0% • Communication Services: 2.7%