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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 149 项
建仓 26
增持 44
减持 53
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.3M
121,804
+9%
增持
IEFA
ISHARES TR
+$3.2M
315,610
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.3M
295,754
+12%
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
+$2.1M
75,127
+9%
增持
DGRO
ISHARES TR
+$1.7M
488,390
+7%
增持
IJR
ISHARES TR
+$1.6M
139,493
+11%
增持
AAPL
APPLE INC
+$1.3M
37,551
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$957.3K
86,661
+25%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$791.7K
85,427
-16%
增持
MSFT
MICROSOFT CORP
+$744.0K
7,174
+30%
减持
CTAS
CINTAS CORP
-$492.8K
4,932
-20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$483.1K
4,015
-71%
增持
LDUR
PIMCO ETF TR
+$403.6K
33,404
+14%
增持
AMZN
AMAZON COM INC
+$352.8K
16,233
+3%
减持
PG
PROCTER AND GAMBLE CO
-$281.2K
74,083
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$271.5K
1,000
-73%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$270.1K
4,104
-31%
增持
TSLA
TESLA INC
+$264.3K
2,917
+5%
减持
ITOT
ISHARES TR
-$245.5K
2,212
-58%
增持
PFE
PFIZER INC
-$198.9K
19,494
+0%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$197.5K
0
-100%
减持
EFA
ISHARES TR
-$187.0K
13,131
-23%
减持
IEMG
ISHARES INC
-$182.3K
1,302
-75%
清仓
VBR
VANGUARD INDEX FDS
-$172.9K
0
-100%
减持
IUSB
ISHARES TR
-$141.9K
7
-100%
减持
IJT
ISHARES TR
-$124.6K
8,215
-14%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$123.3K
0
-100%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$119.3K
1,705
清仓
LQD
ISHARES TR
-$119.1K
0
-100%
减持
USMV
ISHARES TR
-$118.8K
184
-90%
建仓
EPP
ISHARES INC
+$118.2K
2,700
增持
LLY
LILLY ELI & CO
+$110.2K
944
+61%
增持
COST
COSTCO WHSL CORP NEW
+$100.3K
1,632
+5%
增持
AVGO
BROADCOM INC
+$97.6K
302
+76%
减持
DECK
DECKERS OUTDOOR CORP
-$94.3K
30
-89%
增持
SCHX
SCHWAB STRATEGIC TR
+$81.8K
18,109
+3%
减持
MKL
MARKEL CORP
-$80.7K
8
-88%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$80.5K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$72.8K
1,325
增持
IJS
ISHARES TR
+$70.1K
5,729
+12%
减持
JPM
JPMORGAN CHASE & CO
-$68.8K
16,383
-0%
减持
EFG
ISHARES TR
-$68.3K
10,161
-17%
清仓
DXCM
DEXCOM INC
-$67.7K
0
-100%
清仓
IVOV
VANGUARD ADMIRAL FDS INC
-$66.4K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$65.9K
1,200
-8%
减持
IJJ
ISHARES TR
-$57.1K
4,224
-13%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$57.1K
2,475
建仓
FNDA
SCHWAB STRATEGIC TR
+$55.5K
1,140
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$51.9K
53
-82%
减持
GOOG
ALPHABET INC
-$50.4K
4,370
-23%
减持
VIGI
VANGUARD WHITEHALL FDS
-$48.0K
259
-73%
增持
OXY
OCCIDENTAL PETE CORP
+$46.3K
2,004
+60%
减持
GXDW
GLOBAL X FDS
-$46.2K
185
-92%
减持
UNH
UNITEDHEALTH GROUP INC
-$46.1K
616
-3%
减持
LULU
LULULEMON ATHLETICA INC
-$44.9K
490
-30%
减持
WM
WASTE MGMT INC DEL
-$39.7K
66
-80%
减持
INTC
INTEL CORP
-$38.7K
3,536
-39%
清仓
NOW
SERVICENOW INC
-$38.0K
0
-100%
增持
ORCL
ORACLE CORP
+$37.5K
427
+1481%
建仓
TGT
TARGET CORP
+$37.3K
225
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$36.3K
12,250
+100%
减持
PEP
PEPSICO INC
-$36.1K
1,567
-12%
减持
VOO
VANGUARD INDEX FDS
-$35.8K
2,148
-11%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$35.4K
3
-99%
清仓
FE
FIRSTENERGY CORP
-$33.6K
0
-100%
减持
IWM
ISHARES TR
-$32.4K
3,032
-8%
建仓
—
LINDE PLC
+$32.0K
90
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$31.7K
0
-100%
清仓
—
LINDE PLC
-$29.4K
0
-100%
建仓
FNDF
SCHWAB STRATEGIC TR
+$28.7K
919
建仓
NVO
NOVO-NORDISK A S
+$27.9K
175
增持
IVOG
VANGUARD ADMIRAL FDS INC
-$27.4K
410
+9%
减持
TGRW
T ROWE PRICE ETF INC
-$26.5K
14,705
-20%
建仓
MDLZ
MONDELEZ INTL INC
+$26.3K
377
清仓
MAR
MARRIOTT INTL INC NEW
-$26.1K
0
-100%
减持
TTD
THE TRADE DESK INC
+$25.9K
1,668
-1%
建仓
SO
SOUTHERN CO
+$24.4K
350
建仓
ED
CONSOLIDATED EDISON INC
+$23.9K
250
减持
IJK
ISHARES TR
-$23.4K
9,038
-8%
增持
MO
ALTRIA GROUP INC
+$21.8K
1,000
+100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$20.5K
16,439
-4%
增持
LOW
LOWES COS INC
+$20.0K
128
+357%
增持
HD
HOME DEPOT INC
+$19.4K
589
+20%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$19.1K
8,966
+100%
减持
ISRG
INTUITIVE SURGICAL INC
-$18.9K
494
-10%
减持
IVW
ISHARES TR
-$18.6K
8,425
-11%
增持
BX
BLACKSTONE INC
+$18.3K
1,274
+1%
建仓
CLX
CLOROX CO DEL
+$15.8K
100
增持
SCHA
SCHWAB STRATEGIC TR
+$15.7K
3,023
+10%
建仓
PLD
PROLOGIS INC.
+$15.5K
124
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$15.0K
2,639
-3%
减持
VTI
VANGUARD INDEX FDS
+$14.9K
1,805
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$14.8K
165
+43%
减持
IT
GARTNER INC
-$14.4K
259
-12%
增持
DUK
DUKE ENERGY CORP NEW
+$12.2K
2,656
+12%
减持
—
AON PLC
-$11.8K
70
-38%
建仓
CL
COLGATE PALMOLIVE CO
+$11.3K
150
建仓
AEP
AMERICAN ELEC PWR CO INC
+$10.9K
120
增持
CVX
CHEVRON CORP NEW
-$10.8K
4,024
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.7K
100
+100%
减持
AVIV
AMERICAN CENTY ETF TR
-$9.8K
19,388
-7%
减持
SCHF
SCHWAB STRATEGIC TR
-$9.5K
6,226
-11%
减持
KO
COCA COLA CO
-$9.3K
4,887
-1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$9.2K
200
建仓
EVRG
EVERGY INC
+$7.3K
119
增持
—
EXXON MOBIL CORP
+$6.8K
6,603
+2%
增持
ABBV
ABBVIE INC
+$6.4K
758
+7%
增持
NFLX
NETFLIX INC
+$6.4K
108
+3%
减持
IVE
ISHARES TR
+$6.3K
3,332
-3%
建仓
WFC
WELLS FARGO CO NEW
+$6.0K
160
建仓
—
FIRST BANCSHARES INC MS
+$5.2K
202
减持
TSCO
TRACTOR SUPPLY CO
-$5.1K
273
-11%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$5.1K
62
增持
SCHH
SCHWAB STRATEGIC TR
+$4.9K
274
+1091%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.9K
111
-11%
增持
FITB
FIFTH THIRD BANCORP
+$4.7K
9,988
+25%
建仓
LW
LAMB WESTON HLDGS INC
+$4.3K
41
减持
—
ACCENTURE PLC IRELAND
+$3.6K
248
-2%
减持
IWR
ISHARES TR
+$3.5K
13,097
-3%
减持
LNG
CHENIERE ENERGY INC
-$3.4K
299
-11%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$2.5K
7
建仓
NU
NU HLDGS LTD
+$2.4K
500
增持
T
AT&T INC
+$2.2K
591
+19%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$2.0K
180
+3%
清仓
NDAQ
NASDAQ INC
-$1.7K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.3K
226
-11%
清仓
KD
KYNDRYL HLDGS INC
-$1.1K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$1.1K
325
-12%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.0K
142
+18%
建仓
TXRH
TEXAS ROADHOUSE INC
+$973
9
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$937
28
+460%
减持
REGN
REGENERON PHARMACEUTICALS
+$760
58
-11%
清仓
DJIA
GLOBAL X FDS
-$755
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$621
0
-100%
建仓
TFI
SPDR SER TR
+$562
12
清仓
—
NOVOCURE LTD
-$513
0
-100%
清仓
ABNB
AIRBNB INC
-$428
0
-100%
清仓
SHOP
SHOPIFY INC
-$347
0
-100%
清仓
CLNE
CLEAN ENERGY FUELS CORP
-$291
0
-100%
减持
F
FORD MTR CO DEL
-$249
300
-13%
增持
BAC
BANK AMERICA CORP
+$244
2,694
+16%
增持
SCHB
SCHWAB STRATEGIC TR
+$241
47
+4%
清仓
BB
BLACKBERRY LTD
-$196
0
-100%
清仓
—
AMC ENTMT HLDGS INC
-$163
0
-100%
清仓
ROKU
ROKU INC
-$122
0
-100%
清仓
DOCS
DOXIMITY INC
-$101
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$93
0
-100%
清仓
CLOV
CLOVER HEALTH INVESTMENTS CO
-$46
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$22
227
+1%