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Ritter Daniher Financial Advisory LLC / DE 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ritter Daniher Financial Advisory LLC / DE
报告期 2026-03-31 · CIK 0001936603
持仓数
590
前50大市值合计
$507.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 111 项
建仓 15
增持 54
减持 29
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
75,615
-2%
增持
IVV
ISHARES TR
-$1.3M
70,852
+1%
增持
DGRO
ISHARES TR
-$1.0M
344,998
+0%
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
JPST
J P MORGAN EXCHANGE TRADED F
+$928.0K
19,832
+1372%
增持
EFG
ISHARES TR
+$782.0K
12,983
+552%
增持
IEFA
ISHARES TR
-$708.0K
143,035
+2%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$496.0K
11,650
增持
AAPL
APPLE INC
+$437.0K
35,826
+9%
增持
IVW
ISHARES TR
+$402.0K
14,670
+98%
减持
AVEM
AMERICAN CENTY ETF TR
-$386.0K
5,284
-56%
增持
CTAS
CINTAS CORP
+$371.0K
6,144
+14%
增持
EFV
ISHARES TR
+$346.0K
9,064
+12489%
增持
IJT
ISHARES TR
+$271.0K
8,287
+53%
增持
IJK
ISHARES TR
+$254.0K
11,665
+55%
增持
IVE
ISHARES TR
+$240.0K
5,128
+68%
增持
IJH
ISHARES TR
-$238.0K
41,960
+1%
增持
AMZN
AMAZON COM INC
+$212.0K
15,442
+7%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$175.0K
1,410
减持
VEA
VANGUARD TAX-MANAGED FDS
-$159.0K
14,120
-14%
增持
VOO
VANGUARD INDEX FDS
+$153.0K
1,972
+39%
减持
WPC
WP CAREY INC
-$151.0K
543
-76%
减持
IJS
ISHARES TR
-$137.0K
3,833
-25%
增持
IWS
ISHARES TR
+$136.0K
3,606
+75%
增持
JPM
JPMORGAN CHASE & CO
-$133.0K
16,468
+0%
增持
AVIV
AMERICAN CENTY ETF TR
-$124.0K
41,769
+4%
增持
IJJ
ISHARES TR
+$123.0K
6,234
+34%
增持
IJR
ISHARES TR
-$119.0K
62,192
+4%
建仓
LQD
ISHARES TR
+$116.0K
1,130
减持
KR
KROGER CO
-$114.0K
6,832
-22%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$103.0K
0
-100%
增持
TSLA
TESLA INC
+$97.0K
2,370
+200%
增持
MSFT
MICROSOFT CORP
-$96.0K
4,557
+1%
减持
IWP
ISHARES TR
-$79.0K
16,354
-5%
增持
BX
BLACKSTONE INC
+$78.0K
1,869
+118%
减持
INTC
INTEL CORP
-$78.0K
5,836
-4%
建仓
OXY
OCCIDENTAL PETE CORP
+$77.0K
1,250
增持
GOOGL
ALPHABET INC
-$74.0K
5,620
+1900%
减持
SCHF
SCHWAB STRATEGIC TR
-$64.0K
14,328
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$64.0K
19,106
-2%
增持
EEM
ISHARES TR
+$61.0K
5,917
+64%
建仓
IVOV
VANGUARD ADMIRAL FDS INC
+$60.0K
433
建仓
VIGI
VANGUARD WHITEHALL FDS
+$60.0K
963
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$59.0K
377
增持
JMST
J P MORGAN EXCHANGE TRADED F
-$58.0K
208,199
+0%
减持
FITB
FIFTH THIRD BANCORP
-$53.0K
7,968
-13%
增持
SHY
ISHARES TR
+$48.0K
801
+299%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$45.0K
1,000
+114%
增持
CVX
CHEVRON CORP NEW
+$43.0K
3,766
+9%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$43.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$41.0K
1,848
-7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$40.0K
5,000
+46%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.0K
457
+21%
增持
DUK
DUKE ENERGY CORP NEW
-$36.0K
2,567
+0%
减持
KO
COCA COLA CO
-$35.0K
4,912
-0%
增持
IWR
ISHARES TR
-$33.0K
14,069
+0%
减持
GXDW
GLOBAL X FDS
-$33.0K
3,203
-20%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$32.0K
550
增持
IEMG
ISHARES INC
+$32.0K
1,686
+105%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$31.0K
1,930
-16%
增持
TGRW
T ROWE PRICE ETF INC
+$30.0K
23,123
+10%
增持
DFAS
DIMENSIONAL ETF TRUST
+$30.0K
2,100
+47%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$30.0K
170
增持
EFA
ISHARES TR
+$30.0K
35,518
+13%
增持
GLD
SPDR GOLD TR
-$24.0K
2,142
+2%
减持
IWM
ISHARES TR
-$22.0K
3,329
-1%
增持
AVGO
BROADCOM INC
+$18.0K
74
+139%
增持
—
ROYAL CARIBBEAN GROUP
+$18.0K
3,112
+9%
建仓
NIO
NIO INC
+$18.0K
1,166
减持
SCHA
SCHWAB STRATEGIC TR
-$18.0K
3,530
-9%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$16.0K
3,455
+2%
增持
NFLX
NETFLIX INC
+$15.0K
100
+100%
减持
ABBV
ABBVIE INC
-$14.0K
708
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$14.0K
1,592
-16%
增持
NVDA
NVIDIA CORPORATION
-$13.0K
528
+4%
清仓
IEUR
ISHARES TR
-$13.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$11.0K
832
+0%
减持
SCHM
SCHWAB STRATEGIC TR
-$10.0K
2,211
-4%
减持
PEP
PEPSICO INC
-$9.0K
1,781
-1%
清仓
CWI
SPDR INDEX SHS FDS
-$8.0K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$8.0K
233
+133%
减持
SCHG
SCHWAB STRATEGIC TR
-$8.0K
426
-23%
增持
DIS
DISNEY WALT CO
+$8.0K
2,492
+4%
减持
NEE
NEXTERA ENERGY INC
+$7.0K
14,343
-1%
清仓
VNQ
VANGUARD INDEX FDS
-$7.0K
0
-100%
清仓
BW
BABCOCK & WILCOX ENTERPRISES
-$6.0K
0
-100%
建仓
MEDP
MEDPACE HLDGS INC
+$5.0K
30
清仓
TXN
TEXAS INSTRS INC
-$5.0K
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$5.0K
397
+34%
减持
MRK
MERCK & CO INC
-$5.0K
492
-5%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$3.0K
171
+1%
减持
GD
GENERAL DYNAMICS CORP
-$3.0K
40
-20%
清仓
AMAT
APPLIED MATLS INC
-$3.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$3.0K
220
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.0K
246
-11%
清仓
FNDE
SCHWAB STRATEGIC TR
-$2.0K
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$2.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$2.0K
30
增持
GOOG
ALPHABET INC
-$2.0K
5,666
+2166%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.0K
323
-14%
建仓
DHR
DANAHER CORPORATION
+$1.0K
2
清仓
SCHC
SCHWAB STRATEGIC TR
-$1.0K
0
-100%
增持
IWB
ISHARES TR
-$1.0K
257
+3%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$1.0K
200
-4%
建仓
STCE
SCHWAB STRATEGIC TR
+$1.0K
40
减持
GPC
GENUINE PARTS CO
-$1.0K
121
-14%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$1.0K
5,120
+3%
建仓
PYPL
PAYPAL HLDGS INC
+$1.0K
10
清仓
SCHH
SCHWAB STRATEGIC TR
-$1.0K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$1.0K
0
-100%
增持
F
FORD MTR CO DEL
+$0
293
+1%
增持
GE
GENERAL ELECTRIC CO
+$0
193
+5%