13FBOX
RICHARDS, MERRILL & PETERSON, INC. · 13F 持仓分析
期权收益计算器 机构排行
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RICHARDS, MERRILL & PETERSON, INC.

No.5631 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.15亿
环比变动 Q1 2026
+$4,246.7万+15.6%
持仓股票数
285
新买入
12
加仓
115
减仓
70
清仓
10
持股不变
88
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
4.87%4.49%$1,535.8万5.3万股$1,224.7万4.8万股+4,819股+9.99%加仓
微软MSFT
4.04%4.3%$1,272.9万3.4万股$1,172.7万3.2万股+2,444股+7.71%加仓
亚马逊AMZN
3.83%3.67%$1,205.9万5.1万股$1,000.7万4.8万股+2,547股+5.30%加仓
好市多COST
3.8%4.67%$1,198.3万1.3万股$1,271.8万1.3万股+47股+0.37%加仓
I景顺QQQ信托VOO
3.7%3.31%$1,166.1万1.6万股$901.7万1.6万股+212股+1.36%加仓
英伟达NVDA
3.04%3.02%$958.6万4.8万股$823.9万4.7万股+666股+1.41%加仓
谷歌AGOOGL
2.91%2.38%$917.1万2.6万股$648.9万2.3万股+3,095股+13.71%加仓
SSPDR标普500 ETFSPY
2.29%2.24%$722.6万9,677股$610.2万9,383股+294股+3.13%加仓
应用材料AMAT
2.25%1.2%$707.8万9,790股$326.7万9,560股+230股+2.41%加仓
美光科技MU
1.89%0.78%$595.2万5,156股$211.9万6,273股-1,117股-17.81%减仓
史赛克SYK
1.83%1.95%$577.8万1.8万股$531.4万1.6万股+2,180股+13.48%加仓
摩根大通JPM
1.64%1.7%$518.0万1.6万股$462.7万1.6万股+94股+0.60%加仓
S嘉信策略信托SCHD
1.63%1.71%$514.3万16.2万股$465.8万15.2万股+1.0万股+6.82%加仓
CCAPITAL GRP SHRT DURATION INC ETFCGSD
1.62%1.77%$510.4万19.8万股$482.2万18.7万股+1.1万股+6.08%加仓
雪佛龙CVX
1.59%2.3%$501.4万3.0万股$627.2万3.0万股-63股-0.21%减仓
Meta平台META
1.53%1.64%$481.0万8,540股$445.7万7,791股+749股+9.61%加仓
V先锋领航指数基金VOO
1.46%1.43%$459.8万6,694股$390.6万6,537股+157股+2.40%加仓
卡特彼勒CAT
1.34%1.01%$423.4万3,976股$274.1万3,869股+107股+2.77%加仓
C资本集团成长ETFCGGR
1.3%1.25%$409.1万8.7万股$340.6万8.5万股+1,937股+2.29%加仓
雷神技术RTX
1.12%1.31%$354.0万1.9万股$356.1万1.8万股+195股+1.06%加仓
C资本集团股息价值CCBG
1.01%0.93%$319.8万6.5万股$252.3万5.9万股+5,575股+9.40%加仓
F富兰克林·INCOME FOCUS ETFINCM
1.01%0.77%$317.8万11.0万股$209.1万7.3万股+3.7万股+51.41%加仓
思科CSCO
1%0.79%$315.2万2.7万股$214.8万2.8万股-845股-3.05%减仓
AAlphabet Inc Class CGOOG
0.99%0.94%$311.1万8,804股$257.2万8,965股-161股-1.80%减仓
C资本集团固定收益ETF信托CGCB
0.89%0.87%$280.9万10.7万股$238.3万9.1万股+1.7万股+18.19%加仓
PPGIM TOTAL RETURN BOND ETFPTRB
0.88%0.99%$278.7万6.7万股$270.7万6.5万股+1,997股+3.06%加仓
伯克希尔哈撒韦BRK.B
0.88%1.04%$276.3万5,522股$283.1万5,907股-385股-6.52%减仓
博通AVGO
0.86%0.74%$271.5万7,186股$202.8万6,551股+635股+9.69%加仓
家得宝HD
0.85%1.19%$266.6万7,559股$324.9万9,878股-2,319股-23.48%减仓
PALO ALTOPANW
0.83%0.45%$260.1万7,626股$123.9万7,729股-103股-1.33%减仓
直觉外科ISRG
0.8%1%$250.9万6,310股$273.4万5,931股+379股+6.39%加仓
VisaV
0.78%0.85%$245.2万7,147股$230.9万7,641股-494股-6.47%减仓
IIBMIBM
0.76%0.71%$237.9万8,461股$193.7万7,990股+471股+5.89%加仓
摩根士丹利MS
0.75%0.66%$236.2万1.1万股$179.2万1.1万股+412股+3.78%加仓
VanEck ETF信托SMH
0.69%0.33%$218.4万3,330股$89.8万2,341股+989股+42.25%加仓
埃克森美孚XOM
0.69%1.07%$216.3万1.6万股$292.3万1.7万股-1,405股-8.16%减仓
IiShares安硕·COREIJH
0.63%0.65%$198.4万2.6万股$178.0万2.6万股-620股-2.35%减仓
宝洁PG
0.62%0.67%$196.4万1.3万股$181.4万1.3万股+833股+6.63%加仓
默沙东MRK
0.61%0.68%$193.1万1.5万股$186.7万1.6万股-493股-3.18%减仓
LOWES COS COMLOW
0.59%0.82%$187.4万8,498股$224.2万9,488股-990股-10.43%减仓
艾伯维ABBV
0.59%0.53%$186.3万7,403股$145.3万6,683股+720股+10.77%加仓
可口可乐KO
0.57%0.61%$181.1万2.2万股$166.4万2.2万股+395股+1.80%加仓
帕兰提尔PLTR
0.55%0.8%$174.4万1.5万股$218.7万1.5万股00.00%持仓不变
德州仪器TXN
0.53%0.4%$168.4万5,650股$109.0万5,616股+34股+0.61%加仓
麦当劳MCD
0.52%0.69%$165.3万6,115股$187.1万6,021股+94股+1.56%加仓
IiShares安硕·COREIJR
0.52%0.52%$165.1万1.1万股$142.1万1.1万股-294股-2.57%减仓
C资本集团固定收益ETF信托CGMS
0.52%0.6%$162.9万6.0万股$162.8万6.0万股-153股-0.26%减仓
台积电TSM
0.51%0.43%$160.6万3,363股$116.7万3,453股-90股-2.61%减仓
WASTE MGMT DELWM
0.51%0.57%$160.3万7,193股$154.4万6,718股+475股+7.07%加仓
沃尔玛WMT
0.5%0.63%$157.3万1.4万股$171.4万1.4万股+99股+0.72%加仓

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