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
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 40
增持 50
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$17.4M
111,406
+57%
增持
AVEM
AMERICAN CENTY ETF TR
+$13.1M
265,053
+4916%
增持
IEFA
ISHARES TR
+$10.4M
290,651
+103%
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
IJH
ISHARES TR
+$7.5M
68,916
+64%
增持
DGRO
ISHARES TR
+$7.4M
454,361
+32%
增持
IJR
ISHARES TR
+$6.5M
126,054
+103%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$5.3M
101,525
-51%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
69,268
建仓
LDUR
PIMCO ETF TR
+$2.8M
29,344
减持
PG
PROCTER AND GAMBLE CO
+$1.8M
74,536
-1%
减持
EFA
ISHARES TR
-$862.9K
17,155
-52%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$712.1K
5,941
+322%
减持
AVIV
AMERICAN CENTY ETF TR
-$642.8K
20,930
-50%
减持
JPM
JPMORGAN CHASE & CO
+$482.7K
16,433
-0%
增持
AMZN
AMAZON COM INC
-$421.1K
15,761
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$309.9K
13,667
-31%
减持
IVW
ISHARES TR
-$292.1K
9,519
-35%
增持
TSLA
TESLA INC
-$288.2K
2,767
+17%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$287.8K
3,704
+270%
增持
MSFT
MICROSOFT CORP
+$263.2K
5,522
+21%
增持
EFV
ISHARES TR
+$259.9K
13,272
+46%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$240.0K
6,120
+20%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$218.9K
4,483
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$209.1K
17,205
+22%
增持
GOOGL
ALPHABET INC
+$205.8K
8,430
+50%
增持
VOO
VANGUARD INDEX FDS
+$196.6K
2,401
+22%
增持
IJT
ISHARES TR
+$184.7K
9,510
+15%
减持
SCHF
SCHWAB STRATEGIC TR
-$176.8K
7,022
-51%
增持
IEMG
ISHARES INC
+$173.9K
5,265
+212%
建仓
VBR
VANGUARD INDEX FDS
+$172.9K
1,089
减持
IVE
ISHARES TR
-$159.7K
3,442
-33%
减持
IWP
ISHARES TR
-$154.9K
13,494
-17%
减持
IWS
ISHARES TR
-$152.4K
1,838
-49%
增持
IJS
ISHARES TR
+$150.0K
5,104
+33%
增持
ITOT
ISHARES TR
+$149.8K
5,257
+41%
增持
PFE
PFIZER INC
+$145.3K
19,404
+0%
建仓
IUSB
ISHARES TR
+$142.2K
3,166
减持
—
EXXON MOBIL CORP
+$140.3K
6,503
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$130.1K
547
+601%
减持
CVX
CHEVRON CORP NEW
+$126.4K
3,718
-1%
清仓
SGOV
ISHARES TR
-$121.0K
0
-100%
增持
USMV
ISHARES TR
+$120.2K
1,834
+897%
建仓
PWR
QUANTA SVCS INC
+$114.7K
805
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$112.3K
133
增持
LLY
LILLY ELI & CO
+$111.0K
585
+85%
建仓
DECK
DECKERS OUTDOOR CORP
+$107.8K
270
增持
UNH
UNITEDHEALTH GROUP INC
+$106.2K
636
+39%
减持
TGRW
T ROWE PRICE ETF INC
-$102.8K
18,480
-20%
建仓
IT
GARTNER INC
+$98.8K
294
增持
MA
MASTERCARD INCORPORATED
+$93.0K
279
+1760%
建仓
MKL
MARKEL CORP
+$90.9K
69
增持
AAPL
APPLE INC
-$90.4K
37,410
+4%
增持
LULU
LULULEMON ATHLETICA INC
+$86.3K
697
+42%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$85.8K
255
建仓
ON
ON SEMICONDUCTOR CORP
+$83.0K
1,330
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$80.5K
58
减持
EFG
ISHARES TR
+$78.2K
12,180
-6%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$76.8K
266
增持
HD
HOME DEPOT INC
+$75.5K
489
+72%
减持
EEM
ISHARES TR
-$74.5K
3,470
-41%
减持
IJJ
ISHARES TR
-$69.8K
4,873
-22%
建仓
TSCO
TRACTOR SUPPLY CO
+$69.3K
308
增持
DE
DEERE & CO
+$69.2K
173
+1053%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$68.8K
125
建仓
DXCM
DEXCOM INC
+$67.7K
598
增持
TTD
THE TRADE DESK INC
+$65.7K
1,689
+894%
建仓
MCK
MCKESSON CORP
+$65.3K
174
减持
IJK
ISHARES TR
-$65.3K
9,806
-16%
增持
AVGO
BROADCOM INC
+$63.2K
172
+132%
减持
BX
BLACKSTONE INC
-$62.4K
1,262
-32%
减持
—
GLOBAL X FDS
-$59.2K
122
-97%
建仓
AXP
AMERICAN EXPRESS CO
+$54.7K
370
减持
DIS
DISNEY WALT CO
-$52.7K
2,098
-16%
增持
COST
COSTCO WHSL CORP NEW
+$50.7K
1,557
+11%
建仓
LNG
CHENIERE ENERGY INC
+$50.5K
337
建仓
REGN
REGENERON PHARMACEUTICALS
+$46.9K
65
建仓
URI
UNITED RENTALS INC
+$44.4K
125
减持
DVY
ISHARES TR
-$43.8K
1,071
-34%
建仓
—
ASML HOLDING N V
+$43.7K
80
减持
LECO
LINCOLN ELEC HLDGS INC
+$42.0K
2,900
-3%
增持
GOOG
ALPHABET INC
-$40.1K
5,690
+0%
增持
WM
WASTE MGMT INC DEL
+$39.5K
322
+388%
减持
IWR
ISHARES TR
+$38.3K
13,525
-4%
建仓
NOW
SERVICENOW INC
+$38.0K
98
建仓
FE
FIRSTENERGY CORP
+$33.6K
800
减持
GXDW
GLOBAL X FDS
-$32.1K
2,236
-30%
减持
GLD
SPDR GOLD TR
+$26.3K
2,106
-2%
建仓
MAR
MARRIOTT INTL INC NEW
+$26.1K
175
增持
SCHE
SCHWAB STRATEGIC TR
+$25.0K
1,352
+319%
减持
IWM
ISHARES TR
+$24.3K
3,288
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$21.9K
2,742
-22%
增持
VTI
VANGUARD INDEX FDS
+$21.5K
1,849
+0%
减持
NEE
NEXTERA ENERGY INC
-$21.5K
13,200
-8%
增持
—
AON PLC
+$19.9K
113
+117%
建仓
RY
ROYAL BK CDA SUSTAINABL
+$18.8K
200
建仓
ORI
OLD REP INTL CORP
+$18.1K
750
减持
SHY
ISHARES TR
-$16.3K
600
-25%
减持
SCHX
SCHWAB STRATEGIC TR
-$14.9K
17,588
-8%
增持
NVDA
NVIDIA CORPORATION
+$14.6K
538
+2%
减持
—
DUPONT DE NEMOURS INC
+$13.1K
730
-1%
减持
IWD
ISHARES TR
+$10.4K
1,783
-7%
建仓
DTE
DTE ENERGY CO
+$8.2K
70
清仓
—
INVESCO BLDRS INDEX FDS TR
-$7.0K
0
-100%
增持
NFLX
NETFLIX INC
+$7.0K
105
+5%
减持
T
AT&T INC
-$6.8K
497
-53%
清仓
VFC
V F CORP
-$6.0K
0
-100%
增持
WMT
WALMART INC
+$5.8K
471
+0%
建仓
BW
BABCOCK & WILCOX ENTERPRISES
+$5.8K
1,000
减持
SCHD
SCHWAB STRATEGIC TR
-$5.5K
325
-28%
减持
SCHM
SCHWAB STRATEGIC TR
-$5.2K
1,963
-11%
减持
DUK
DUKE ENERGY CORP NEW
+$5.1K
2,370
-8%
清仓
MEDP
MEDPACE HLDGS INC
-$5.0K
0
-100%
减持
VTRS
VIATRIS INC
-$4.2K
68
-88%
清仓
IBB
ISHARES TR
-$4.0K
0
-100%
减持
SRE
SEMPRA
-$3.9K
350
-9%
减持
DOW
DOW INC
+$3.6K
727
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$3.6K
553
+1%
建仓
COIN
COINBASE GLOBAL INC
+$3.5K
100
增持
—
ACCENTURE PLC IRELAND
+$3.2K
252
+2%
清仓
FNDX
SCHWAB STRATEGIC TR
-$3.0K
0
-100%
清仓
SLYV
SPDR SER TR
-$3.0K
0
-100%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$2.9K
174
+2%
增持
—
GLOBAL X FDS
+$2.8K
1,284
+21%
建仓
ORCL
ORACLE CORP
+$2.2K
27
减持
SPY
SPDR S&P 500 ETF TR
-$2.1K
1,383
-7%
清仓
EPR
EPR PPTYS
-$2.0K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$2.0K
0
-100%
建仓
—
GLOBAL X FDS
+$2.0K
96
建仓
—
GLOBAL X FDS
+$1.9K
154
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.9K
30
建仓
URA
GLOBAL X FDS
+$1.9K
96
建仓
DTM
DT MIDSTREAM INC
+$1.9K
34
减持
WBD
WARNER BROS DISCOVERY INC
-$1.9K
120
-53%
增持
OXY
OCCIDENTAL PETE CORP
+$1.8K
1,251
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8K
464
+9%
建仓
CRM
SALESFORCE INC
+$1.7K
13
建仓
NDAQ
NASDAQ INC
+$1.7K
27
建仓
INTU
INTUIT
+$1.6K
4
建仓
AOR
ISHARES TR
+$1.4K
30
增持
—
CARNIVAL CORP
+$1.2K
400
+33%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.1K
144
-2%
增持
F
FORD MTR CO DEL
+$1.0K
346
+18%
清仓
SCZ
ISHARES TR
-$1.0K
0
-100%
清仓
STCE
SCHWAB STRATEGIC TR
-$1.0K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$1.0K
0
-100%
清仓
USO
UNITED STS OIL FD LP
-$1.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$1.0K
0
-100%
减持
CC
CHEMOURS CO
+$952
325
-6%
减持
KD
KYNDRYL HLDGS INC
-$932
96
-51%
减持
CTVA
CORTEVA INC
+$851
729
-1%