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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 149 项
建仓 4
增持 42
减持 54
清仓 49
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.3M
132,099
+1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$7.1M
131,249
+817%
增持
TGRW
T ROWE PRICE ETF INC
+$3.2M
121,116
+300%
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
+$2.8M
448,157
+410%
增持
DGRO
ISHARES TR
+$2.6M
527,094
+1%
增持
IEFA
ISHARES TR
+$2.1M
362,972
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
348,193
+4%
减持
PG
PROCTER AND GAMBLE CO
+$1.1M
72,847
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
140,751
+9%
减持
AAPL
APPLE INC
-$823.3K
38,510
-0%
增持
IJR
ISHARES TR
+$775.7K
173,765
+2%
增持
JPM
JPMORGAN CHASE & CO
+$610.3K
19,623
+1%
增持
IJK
ISHARES TR
+$531.8K
19,037
+25%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$496.9K
20,435
-32%
减持
AMZN
AMAZON COM INC
+$431.1K
15,655
-1%
增持
MSFT
MICROSOFT CORP
+$308.2K
6,708
+0%
减持
CTAS
CINTAS CORP
+$281.4K
4,571
-4%
减持
TSLA
TESLA INC
-$278.2K
2,067
-20%
增持
NVDA
NVIDIA CORPORATION
+$269.1K
619
+6%
增持
LLY
ELI LILLY & CO
+$222.7K
1,124
+1%
减持
LDUR
PIMCO ETF TR
-$220.1K
74
-97%
增持
GOOGL
ALPHABET INC
+$203.9K
8,823
+9%
增持
IJT
ISHARES TR
+$169.7K
10,135
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$146.3K
969
+399%
增持
—
EXXON MOBIL CORP
+$142.0K
7,108
+4%
增持
IJJ
ISHARES TR
+$136.8K
12,678
+6%
增持
OEF
ISHARES TR
+$136.0K
871
+145%
减持
T
AT&T INC
-$132.4K
2,252
-78%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$117.3K
0
-100%
清仓
EFAV
ISHARES TR
-$116.8K
0
-100%
减持
IWP
ISHARES TR
+$112.0K
13,437
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$110.0K
1,210
+2320%
减持
OXY
OCCIDENTAL PETE CORP
-$87.7K
507
-75%
减持
ON
ON SEMICONDUCTOR CORP
-$70.4K
780
-49%
减持
CVX
CHEVRON CORP NEW
-$68.1K
3,357
-16%
减持
SCHX
SCHWAB STRATEGIC TR
+$64.8K
14,882
-2%
清仓
KLAC
KLA CORP
-$63.9K
0
-100%
减持
KR
KROGER CO
+$56.3K
8,931
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$53.6K
1,133
-0%
减持
ADBE
ADOBE INC
-$53.3K
138
-33%
减持
MCD
MCDONALDS CORP
-$48.0K
361
-29%
减持
VOO
VANGUARD INDEX FDS
+$44.6K
1,942
-5%
增持
ITOT
ISHARES TR
+$43.8K
2,496
+8%
建仓
—
SUPER MICRO COMPUTER INC
+$42.4K
42
减持
EFA
ISHARES TR
+$42.3K
11,486
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$40.4K
786
-53%
减持
IWR
ISHARES TR
+$39.5K
13,769
-4%
减持
EFG
ISHARES TR
+$39.4K
8,736
-2%
减持
PFE
PFIZER INC
-$38.7K
16,729
-4%
清仓
—
LINDE PLC
-$37.0K
0
-100%
增持
EFV
ISHARES TR
+$33.7K
10,793
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$29.6K
14,009
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$28.1K
326
-19%
减持
IWM
ISHARES TR
+$27.9K
3,177
-0%
增持
SHY
ISHARES TR
+$26.4K
1,098
+42%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$25.8K
160
+60%
减持
VTI
VANGUARD INDEX FDS
+$25.6K
1,694
-3%
清仓
MELI
MERCADOLIBRE INC
-$25.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$24.2K
0
-100%
减持
AVIV
AMERICAN CENTY ETF TR
+$24.2K
14,946
-2%
减持
INTC
INTEL CORP
-$23.1K
3,136
-2%
清仓
EMR
EMERSON ELEC CO
-$19.5K
0
-100%
减持
RTX
RTX CORPORATION
+$19.0K
1,994
-4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$18.4K
800
减持
ORLY
OREILLY AUTOMOTIVE INC
-$17.9K
86
-29%
增持
AXON
AXON ENTERPRISE INC
+$14.8K
130
+30%
减持
—
ROYAL CARIBBEAN GROUP
+$14.7K
2,772
-3%
减持
COST
COSTCO WHSL CORP NEW
+$14.7K
1,528
-9%
清仓
WD
WALKER & DUNLOP INC
-$14.4K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$14.3K
0
-100%
减持
DVY
ISHARES TR
+$14.0K
3,236
-1%
减持
REGN
REGENERON PHARMACEUTICALS
-$13.4K
39
-33%
减持
TTD
THE TRADE DESK INC
+$13.1K
1,639
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$12.8K
6,013
-2%
增持
ISCG
ISHARES TR
+$12.8K
3,279
+3%
清仓
CL
COLGATE PALMOLIVE CO
-$12.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$11.7K
0
-100%
增持
WMT
WALMART INC
+$11.6K
1,518
+200%
清仓
MLPX
GLOBAL X FDS
-$10.0K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$10.0K
164
-33%
减持
SCHM
SCHWAB STRATEGIC TR
+$9.2K
1,735
-1%
减持
—
MARATHON OIL CORP
-$9.1K
98
-80%
减持
SCHA
SCHWAB STRATEGIC TR
-$9.0K
1,685
-13%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$9.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.7K
4,003
+0%
清仓
EXTR
EXTREME NETWORKS
-$7.9K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$7.8K
0
-100%
减持
GXDW
GLOBAL X FDS
-$7.4K
80
-79%
减持
—
ASML HOLDING N V
-$6.7K
43
-33%
减持
JNJ
JOHNSON & JOHNSON
-$6.5K
953
-5%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$5.9K
0
-100%
清仓
STAG
STAG INDL INC
-$5.9K
0
-100%
清仓
EPOL
ISHARES TR
-$5.7K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$5.6K
0
-100%
减持
BP
BP PLC
-$5.0K
200
-43%
清仓
XME
SPDR SER TR
-$4.5K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.4K
313
-22%
清仓
CVE
CENOVUS ENERGY INC
-$4.2K
0
-100%
清仓
PIO
INVESCO EXCH TRADED FD TR II
-$4.0K
0
-100%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$3.9K
190
+2%
清仓
INFY
INFOSYS LTD
-$3.7K
0
-100%
清仓
QCOM
QUALCOMM INC
-$3.6K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$3.6K
0
-100%
清仓
ABNB
AIRBNB INC
-$3.4K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$3.3K
50
+67%
清仓
GLW
CORNING INC
-$3.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$2.9K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$2.8K
0
-100%
清仓
FOX
FOX CORP
-$2.8K
0
-100%
增持
IJS
ISHARES TR
-$2.6K
9,394
+0%
清仓
FTAG
FIRST TR EXCHANGE TRADED FD
-$2.6K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$2.4K
0
-100%
减持
F
FORD MTR CO DEL
-$2.4K
315
-41%
增持
IYH
ISHARES TR
+$2.3K
500
+400%
减持
VYM
VANGUARD WHITEHALL FDS
+$2.3K
576
-5%
清仓
MRAM
EVERSPIN TECHNOLOGIES INC
-$2.3K
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$2.2K
0
-100%
清仓
NEM
NEWMONT CORP
-$2.1K
0
-100%
清仓
—
GLOBAL X FDS
-$2.0K
0
-100%
减持
IVE
ISHARES TR
+$2.0K
3,112
-7%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.9K
76
+25%
清仓
KEY
KEYCORP
-$1.8K
0
-100%
清仓
NFGC
NEW FOUND GOLD CORP
-$1.8K
0
-100%
增持
BX
BLACKSTONE INC
+$1.5K
1,065
+1%
清仓
VOD
VODAFONE GROUP PLC NEW
-$1.4K
0
-100%
清仓
SKYT
SKYWATER TECHNOLOGY INC
-$1.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2K
244
+2%
清仓
—
GLOBAL X FDS
-$1.2K
0
-100%
清仓
—
INTERNATIONAL SEAWAYS INC
-$1.1K
0
-100%
建仓
BW
BABCOCK & WILCOX ENTERPRISES
+$1.1K
1,000
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$1.0K
2,522
+1%
清仓
LAC
LITHIUM AMERS CORP NEW
-$960
0
-100%
清仓
—
LITHIUM AMERICAS ARGENTINA C
-$948
0
-100%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$845
0
-100%
建仓
CHWY
CHEWY INC
+$796
50
清仓
RIOT
RIOT PLATFORMS INC
-$774
0
-100%
清仓
EU
ENCORE ENERGY CORP
-$653
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$623
392
-6%
增持
DUK
DUKE ENERGY CORP NEW
-$620
2,667
+0%
增持
SOXX
ISHARES TR
+$610
18
+200%
减持
INTU
INTUIT
-$551
3
-25%
减持
DFAT
DIMENSIONAL ETF TRUST
+$464
1,467
-3%
清仓
—
ETF MANAGERS TR
-$414
0
-100%
减持
WOR
WORTHINGTON ENTERPRISES INC
+$407
1,071
-7%
增持
SCHE
SCHWAB STRATEGIC TR
+$384
349
+3%
增持
IGV
ISHARES TR
+$373
90
+400%
清仓
—
LUCID GROUP INC
-$316
0
-100%
增持
NIO
NIO INC
-$70
2,000
+100%
减持
WAB
WABTEC
-$33
5
-17%