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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 23
增持 36
减持 65
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.2M
130,149
+2%
增持
IJH
ISHARES TR
+$3.8M
87,941
+7%
增持
IJR
ISHARES TR
+$3.8M
170,243
+10%
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
IEFA
ISHARES TR
+$3.6M
352,579
+7%
增持
DGRO
ISHARES TR
+$3.1M
521,029
+4%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.9M
333,803
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
129,457
+23%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.3M
30,229
-46%
减持
LDUR
PIMCO ETF TR
-$867.6K
2,397
-79%
增持
AAPL
APPLE INC
+$823.8K
38,576
+0%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$796.4K
14,318
增持
IJJ
ISHARES TR
+$760.1K
11,951
+100%
增持
JPM
JPMORGAN CHASE & CO
+$689.8K
19,519
+8%
增持
TGRW
T ROWE PRICE ETF INC
+$608.2K
30,257
+157%
增持
CTAS
CINTAS CORP
+$594.4K
4,744
+1%
增持
IJK
ISHARES TR
+$581.0K
15,215
+76%
增持
IJT
ISHARES TR
+$481.1K
9,232
+50%
建仓
VTEB
VANGUARD MUN BD FDS
+$428.8K
8,400
增持
IJS
ISHARES TR
+$387.6K
9,391
+44%
增持
ELV
ELEVANCE HEALTH INC
+$356.3K
942
+366%
减持
MSFT
MICROSOFT CORP
+$327.5K
6,685
-3%
减持
AMZN
AMAZON COM INC
+$312.2K
15,748
-4%
增持
DVY
ISHARES TR
+$269.3K
3,281
+206%
建仓
VTES
VANGUARD WELLINGTON FD
+$248.5K
2,450
增持
IVW
ISHARES TR
+$227.4K
12,437
+20%
增持
IWR
ISHARES TR
+$211.3K
14,387
+10%
增持
IWP
ISHARES TR
+$185.6K
13,610
+1%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$170.1K
0
-100%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$166.9K
4,199
-49%
建仓
VTIP
VANGUARD MALVERN FDS
+$161.5K
3,400
减持
COST
COSTCO WHSL CORP NEW
+$148.1K
1,674
-1%
建仓
ISCG
ISHARES TR
+$139.9K
3,180
减持
PFE
PFIZER INC
-$136.2K
17,469
-9%
建仓
ACWI
ISHARES TR
+$121.6K
1,195
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$119.5K
0
-100%
建仓
IWV
ISHARES TR
+$119.1K
435
增持
—
EXXON MOBIL CORP
-$117.5K
6,844
+0%
清仓
SGOV
ISHARES TR
-$117.3K
0
-100%
建仓
AVDV
AMERICAN CENTY ETF TR
+$113.1K
1,810
增持
UBER
UBER TECHNOLOGIES INC
+$112.3K
2,258
+288%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$110.2K
0
-100%
减持
TSLA
TESLA INC
-$109.6K
2,582
-14%
增持
IWM
ISHARES TR
+$105.3K
3,190
+5%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$99.2K
61
-94%
减持
EFV
ISHARES TR
-$96.0K
10,622
-20%
减持
CVX
CHEVRON CORP NEW
-$89.1K
4,007
-2%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$86.5K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
+$83.9K
2,862
-8%
减持
QQQ
INVESCO QQQ TR
-$72.7K
108
-67%
建仓
OGN
ORGANON & CO
+$72.1K
5,000
减持
LIT
GLOBAL X FDS
-$69.1K
3,285
-23%
减持
AVGO
BROADCOM INC
+$68.1K
250
-2%
建仓
VYM
VANGUARD WHITEHALL FDS
+$67.4K
604
减持
PM
PHILIP MORRIS INTL INC
-$64.7K
60
-92%
建仓
CAVA
CAVA GROUP INC
+$64.5K
1,500
减持
IEMG
ISHARES INC
-$61.9K
2
-100%
减持
PG
PROCTER AND GAMBLE CO
-$57.8K
73,313
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$56.9K
14,054
-16%
减持
EFA
ISHARES TR
+$56.2K
11,612
-2%
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$52.1K
2,506
减持
VOO
VANGUARD INDEX FDS
+$50.5K
2,035
-5%
建仓
DKNG
DRAFTKINGS INC NEW
+$48.3K
1,370
减持
AGG
ISHARES TR
-$47.1K
1,275
-31%
清仓
DRIV
GLOBAL X FDS
-$47.0K
0
-100%
减持
LLY
ELI LILLY & CO
+$46.9K
1,118
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$46.7K
1,663
+115%
减持
SCHX
SCHWAB STRATEGIC TR
+$39.6K
15,227
-6%
减持
MO
ALTRIA GROUP INC
-$38.9K
600
-60%
减持
GLD
SPDR GOLD TR
+$38.3K
2,089
-1%
减持
AVIV
AMERICAN CENTY ETF TR
+$37.4K
15,231
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$36.4K
1,134
-16%
减持
MA
MASTERCARD INCORPORATED
-$35.1K
224
-32%
增持
AEP
AMERICAN ELEC PWR CO INC
+$33.9K
528
+340%
增持
IWD
ISHARES TR
+$33.6K
1,842
+3%
减持
TTD
THE TRADE DESK INC
-$33.1K
1,809
-13%
建仓
WS
WORTHINGTON STL INC
+$32.3K
1,150
减持
LULU
LULULEMON ATHLETICA INC
+$32.0K
439
-12%
增持
ITOT
ISHARES TR
+$31.3K
2,318
+3%
清仓
MKL
MARKEL GROUP INC
-$29.4K
0
-100%
减持
KLAC
KLA CORP
-$27.8K
110
-45%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$25.5K
100
清仓
TIP
ISHARES TR
-$25.1K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$25.0K
121
-21%
增持
IWF
ISHARES TR
+$24.7K
535
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$23.6K
2,664
+0%
减持
HD
HOME DEPOT INC
+$20.7K
746
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$20.4K
2,335
-15%
减持
NFLX
NETFLIX INC
+$19.5K
355
-13%
清仓
RISR
TIDAL ETF TR
-$19.2K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$18.4K
0
-100%
清仓
—
ISHARES U S ETF TR
-$17.9K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$17.8K
0
-100%
清仓
SCZ
ISHARES TR
-$17.7K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$17.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$17.6K
453
-22%
减持
USB
US BANCORP DEL
+$17.0K
4,570
-16%
清仓
FRDM
EA SERIES TRUST
-$16.9K
0
-100%
减持
IT
GARTNER INC
+$16.6K
234
-10%
建仓
CI
THE CIGNA GROUP
+$16.5K
55
减持
SRE
SEMPRA
-$16.4K
600
-33%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.3K
5,100
-7%
增持
AXON
AXON ENTERPRISE INC
+$15.9K
100
+100%
增持
—
ARISTA NETWORKS INC
+$15.4K
120
+71%
减持
ON
ON SEMICONDUCTOR CORP
-$15.3K
1,530
-1%
增持
MELI
MERCADOLIBRE INC
+$15.0K
16
+100%
减持
NVDA
NVIDIA CORPORATION
+$14.0K
586
-8%
减持
RTX
RTX CORPORATION
-$13.5K
2,085
-21%
建仓
KNSL
KINSALE CAP GROUP INC
+$13.4K
40
减持
IYH
ISHARES TR
-$12.7K
100
-35%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$12.0K
100
+54%
减持
SCHF
SCHWAB STRATEGIC TR
+$11.5K
3,992
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$11.5K
1,947
+0%
减持
—
LINDE PLC
-$10.7K
90
-30%
清仓
IWN
ISHARES TR
-$10.6K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
-$10.1K
2,021
+0%
建仓
STNE
STONECO LTD
+$9.9K
550
减持
PWR
QUANTA SVCS INC
+$9.8K
803
-8%
减持
OEF
ISHARES TR
-$9.8K
356
-20%
清仓
VICI
VICI PPTYS INC
-$9.6K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$9.4K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$9.0K
40
减持
DE
DEERE & CO
-$8.9K
141
-18%
减持
GOOGL
ALPHABET INC
+$8.9K
8,073
-6%
减持
SHOP
SHOPIFY INC
-$8.3K
150
-59%
减持
UNH
UNITEDHEALTH GROUP INC
+$8.2K
797
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$8.1K
194
-3%
清仓
COIN
COINBASE GLOBAL INC
-$8.0K
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$7.9K
450
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$7.9K
404
-10%
清仓
FICO
FAIR ISAAC CORP
-$7.8K
0
-100%
减持
ADBE
ADOBE INC
+$7.7K
206
-9%
减持
—
ASML HOLDING N V
-$7.5K
64
-33%
减持
EFG
ISHARES TR
-$7.4K
8,955
-12%
减持
RY
ROYAL BK CDA
-$7.4K
100
-50%
清仓
KHC
KRAFT HEINZ CO
-$6.7K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$6.4K
293
-10%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$5.9K
200
-54%
建仓
LMT
LOCKHEED MARTIN CORP
+$5.0K
11
减持
CTVA
CORTEVA INC
-$5.0K
729
-7%
增持
GXDW
GLOBAL X FDS
+$4.9K
380
+100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$4.7K
10
清仓
BW
BABCOCK & WILCOX ENTERPRISES
-$4.2K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.9K
233
-8%
清仓
PAVE
GLOBAL X FDS
-$3.8K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$3.4K
1,748
-10%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$3.3K
0
-100%
减持
KO
COCA COLA CO
+$3.2K
4,887
-4%
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$2.9K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$2.9K
207
清仓
—
LITHIUM AMERS CORP NEW
-$2.6K
0
-100%