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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 41
增持 54
减持 45
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$6.4M
126,793
+4%
增持
IJH
ISHARES TR
+$2.1M
79,927
+6%
减持
LDUR
PIMCO ETF TR
-$1.5M
17,858
-47%
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
IJR
ISHARES TR
+$1.5M
149,957
+8%
增持
AAPL
APPLE INC
+$1.2M
38,313
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$985.3K
309,009
+4%
增持
DGRO
ISHARES TR
+$890.9K
491,084
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$840.4K
69,070
-19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$701.2K
98,191
+13%
增持
IEFA
ISHARES TR
+$616.2K
321,701
+2%
增持
AMZN
AMAZON COM INC
+$464.5K
16,425
+1%
增持
JPM
JPMORGAN CHASE & CO
+$361.5K
17,164
+5%
减持
MSFT
MICROSOFT CORP
+$258.9K
6,834
-5%
减持
PG
PROCTER AND GAMBLE CO
+$220.8K
74,049
-0%
增持
LLY
LILLY ELI & CO
+$188.9K
1,094
+16%
增持
IVW
ISHARES TR
+$173.7K
10,102
+20%
增持
TSLA
TESLA INC
+$168.9K
2,957
+1%
减持
IJT
ISHARES TR
-$167.8K
6,398
-22%
减持
CTAS
CINTAS CORP
+$155.2K
4,903
-1%
减持
AVIV
AMERICAN CENTY ETF TR
-$143.6K
16,259
-16%
增持
EFG
ISHARES TR
+$137.8K
11,421
+12%
减持
DIS
DISNEY WALT CO
-$121.0K
998
-52%
增持
NFLX
NETFLIX INC
+$119.1K
355
+229%
清仓
EPP
ISHARES INC
-$118.2K
0
-100%
建仓
EFAV
ISHARES TR
+$113.7K
1,685
减持
IJS
ISHARES TR
-$107.9K
4,504
-21%
增持
IWP
ISHARES TR
+$78.9K
13,531
+0%
增持
COST
COSTCO WHSL CORP NEW
+$78.8K
1,653
+1%
减持
NVDA
NVIDIA CORPORATION
+$75.2K
531
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$73.0K
4,029
-35%
清仓
FNDX
SCHWAB STRATEGIC TR
-$72.8K
0
-100%
增持
BAC
BANK AMERICA CORP
+$68.0K
5,054
+88%
清仓
YUM
YUM BRANDS INC
-$66.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$63.4K
2,139
-0%
减持
EFA
ISHARES TR
-$61.4K
12,106
-8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$59.6K
2,840
-29%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$58.4K
11,050
-10%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$56.2K
5,212
清仓
FNDA
SCHWAB STRATEGIC TR
-$55.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$51.0K
1,904
+5%
减持
TGRW
T ROWE PRICE ETF INC
+$50.4K
14,626
-1%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$47.1K
9,312
-13%
建仓
CMA
COMERICA INC
+$47.1K
1,112
减持
IJJ
ISHARES TR
-$46.9K
3,614
-14%
建仓
IYH
ISHARES TR
+$42.9K
153
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$42.0K
8,206
-8%
减持
SCHA
SCHWAB STRATEGIC TR
-$40.7K
1,964
-35%
减持
NEE
NEXTERA ENERGY INC
-$39.1K
13,185
-0%
增持
TTD
THE TRADE DESK INC
+$38.0K
1,808
+8%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$37.5K
775
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$35.6K
670
减持
ORCL
ORACLE CORP
-$32.4K
61
-86%
减持
SCHX
SCHWAB STRATEGIC TR
-$28.1K
16,190
-11%
减持
USB
US BANCORP DEL
-$27.3K
5,470
-5%
建仓
PJP
INVESCO EXCHANGE TRADED FD T
+$25.3K
334
增持
T
AT&T INC
+$24.5K
2,252
+281%
减持
PM
PHILIP MORRIS INTL INC
-$23.3K
60
-80%
增持
IWS
ISHARES TR
+$23.2K
1,988
+8%
减持
IWM
ISHARES TR
+$21.3K
3,002
-1%
增持
ITOT
ISHARES TR
+$19.4K
2,245
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$17.6K
2,659
+0%
建仓
BND
VANGUARD BD INDEX FDS
+$17.5K
241
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.5K
16,458
+0%
减持
MO
ALTRIA GROUP INC
-$17.4K
600
-40%
增持
CVX
CHEVRON CORP NEW
-$16.6K
4,067
+1%
增持
LIT
GLOBAL X FDS
+$16.6K
4,285
+4%
增持
—
ACCENTURE PLC IRELAND
+$16.4K
283
+14%
减持
BSV
VANGUARD BD INDEX FDS
-$16.3K
1,576
-11%
增持
—
ASML HOLDING N V
+$14.4K
95
+19%
增持
—
EXXON MOBIL CORP
-$14.2K
6,619
+0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$13.6K
180
增持
ITW
ILLINOIS TOOL WKS INC
+$13.6K
215
+30%
减持
FNDF
SCHWAB STRATEGIC TR
-$13.0K
487
-47%
减持
LULU
LULULEMON ATHLETICA INC
-$12.3K
439
-10%
建仓
HRL
HORMEL FOODS CORP
+$12.1K
300
建仓
—
ARISTA NETWORKS INC
+$11.3K
70
建仓
VICI
VICI PPTYS INC
+$10.4K
330
建仓
WD
WALKER & DUNLOP INC
+$10.3K
130
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.1K
276
+886%
增持
WMT
WALMART INC
+$10.1K
506
+7%
建仓
TEAM
ATLASSIAN CORPORATION
+$10.1K
60
增持
GE
GENERAL ELECTRIC CO
+$9.9K
258
+34%
建仓
AXON
AXON ENTERPRISE INC
+$9.8K
50
建仓
SHOP
SHOPIFY INC
+$9.7K
150
建仓
MELI
MERCADOLIBRE INC
+$9.5K
8
减持
OEF
ISHARES TR
+$8.7K
445
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$8.7K
1,753
-11%
建仓
VO
VANGUARD INDEX FDS
+$8.6K
39
减持
HD
HOME DEPOT INC
+$8.5K
587
-0%
增持
FITB
FIFTH THIRD BANCORP
+$8.3K
10,467
+5%
减持
INTC
INTEL CORP
-$8.0K
3,216
-9%
增持
BX
BLACKSTONE INC
+$7.7K
1,287
+1%
建仓
VTV
VANGUARD INDEX FDS
+$7.2K
51
减持
QQQ
INVESCO QQQ TR
+$7.2K
326
-8%
增持
OXY
OCCIDENTAL PETE CORP
-$6.9K
2,010
+0%
增持
—
MEDTRONIC PLC
+$6.6K
230
+35%
减持
PLD
PROLOGIS INC.
-$6.4K
74
-40%
建仓
BDX
BECTON DICKINSON & CO
+$6.1K
23
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.9K
3,855
-6%
建仓
VBR
VANGUARD INDEX FDS
+$5.8K
35
增持
CSCO
CISCO SYS INC
+$5.8K
279
+68%
建仓
VOE
VANGUARD INDEX FDS
+$5.0K
36
减持
SCHH
SCHWAB STRATEGIC TR
-$4.9K
23
-92%
建仓
VNQ
VANGUARD INDEX FDS
+$4.8K
57
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.7K
365
+61%
增持
WBD
WARNER BROS DISCOVERY INC
+$4.7K
544
+283%
建仓
—
CHUBB LIMITED
+$4.6K
24
建仓
ESGD
ISHARES TR
+$4.2K
58
建仓
ESGU
ISHARES TR
+$4.2K
43
增持
SBUX
STARBUCKS CORP
+$4.1K
693
+12%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.8K
282
清仓
KSS
KOHLS CORP
-$3.8K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$3.6K
18
增持
—
DUPONT DE NEMOURS INC
+$3.4K
781
+7%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$3.3K
57
建仓
D
DOMINION ENERGY INC
+$3.2K
62
减持
AVGO
BROADCOM INC
+$3.2K
227
-25%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$3.1K
100
增持
CC
CHEMOURS CO
+$3.0K
345
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
-$2.7K
253
+9%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$2.5K
32
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$2.5K
0
-100%
建仓
USHY
ISHARES TR
+$2.5K
70
增持
AGG
ISHARES TR
-$1.7K
1,280
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.7K
83
+34%
增持
DOW
DOW INC
+$1.6K
778
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.5K
416
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.3K
2,625
-1%
减持
AOR
ISHARES TR
-$1.2K
5
-83%
建仓
ESGE
ISHARES INC
+$1.2K
39
建仓
HFND
TIDAL ETF TR
+$1.1K
55
增持
TXRH
TEXAS ROADHOUSE INC
+$1.0K
18
+100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$978
20
减持
—
GLOBAL X FDS
-$940
79
-49%
减持
—
GLOBAL X FDS
-$927
50
-48%
建仓
SUSA
ISHARES TR
+$843
9
增持
F
FORD MTR CO DEL
+$814
304
+1%
增持
CTVA
CORTEVA INC
+$728
780
+7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$662
20
-33%
建仓
VOTE
ENGINE NO 1 ETF TRUST
+$620
12
减持
DFAT
DIMENSIONAL ETF TRUST
-$470
1,517
-5%
建仓
ESML
ISHARES TR
+$427
12
清仓
SCHZ
SCHWAB STRATEGIC TR
-$388
0
-100%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$383
181
+1%
建仓
EAGG
ISHARES TR
+$378
8
增持
GXDW
GLOBAL X FDS
+$355
190
+3%
建仓
EMB
ISHARES TR
+$347
4
清仓
IUSB
ISHARES TR
-$324
0
-100%
清仓
—
ETF MANAGERS TR
-$292
0
-100%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$276
0
-100%