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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 118 项
建仓 18
增持 46
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$3.9M
144,788
减持
IVV
ISHARES TR
+$3.5M
129,181
-0%
增持
AVIV
AMERICAN CENTY ETF TR
+$3.2M
102,898
+112%
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
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.8M
239,803
+13%
增持
DGRO
ISHARES TR
+$2.7M
530,900
+0%
增持
IEFA
ISHARES TR
+$2.7M
378,106
+2%
增持
IJH
ISHARES TR
+$2.3M
455,125
+2%
增持
IJR
ISHARES TR
+$2.1M
178,297
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
354,496
+1%
增持
TGRW
T ROWE PRICE ETF INC
+$866.9K
212,715
+11%
减持
AAPL
APPLE INC
+$713.9K
37,637
-2%
减持
LCNB
LCNB CORP
+$618.0K
559,159
-0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$521.1K
8,235
-56%
增持
BP
BP PLC
+$480.0K
15,522
+7661%
增持
CTAS
CINTAS CORP
+$388.1K
16,980
+283%
减持
MSFT
MICROSOFT CORP
-$325.4K
6,245
-7%
减持
PG
PROCTER AND GAMBLE CO
+$305.1K
68,226
-2%
减持
AMZN
AMAZON COM INC
-$234.7K
14,870
-4%
减持
TSLA
TESLA INC
+$177.9K
2,931
-2%
增持
IJK
ISHARES TR
+$172.4K
19,880
+6%
增持
IJJ
ISHARES TR
+$164.3K
13,376
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$148.8K
19,575
-0%
增持
GOOGL
ALPHABET INC
-$145.3K
9,035
+0%
建仓
—
ICON PLC
+$142.2K
495
增持
IJS
ISHARES TR
+$127.6K
9,768
+3%
增持
XLRE
SELECT SECTOR SPDR TR
+$127.2K
2,955
+2283%
增持
IJT
ISHARES TR
+$127.1K
10,242
+1%
清仓
BIV
VANGUARD BD INDEX FDS
-$126.9K
0
-100%
减持
LIT
GLOBAL X FDS
-$115.3K
237
-93%
增持
IWP
ISHARES TR
+$109.5K
13,452
+1%
增持
NVDA
NVIDIA CORPORATION
+$98.5K
8,283
+13%
减持
IWR
ISHARES TR
+$94.7K
13,430
-0%
建仓
FELC
FIDELITY COVINGTON TRUST
+$91.4K
2,847
增持
EFG
ISHARES TR
+$82.4K
9,055
+4%
减持
CVX
CHEVRON CORP NEW
-$81.3K
2,897
-11%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$72.1K
8,216
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$66.2K
995
+31%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$63.9K
11,067
-1%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$61.3K
0
-100%
减持
EFA
ISHARES TR
+$57.9K
11,253
-0%
减持
IWM
ISHARES TR
+$57.5K
3,241
-0%
增持
COST
COSTCO WHSL CORP NEW
+$55.4K
1,509
+0%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$53.3K
925
减持
GLD
SPDR GOLD TR
+$52.1K
2,239
-2%
增持
EFV
ISHARES TR
+$50.0K
6,923
+5%
建仓
IYE
ISHARES TR
+$48.7K
1,050
清仓
SHM
SPDR SER TR
-$47.2K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$47.0K
498
+100%
减持
IVE
ISHARES TR
+$46.6K
3,109
-0%
建仓
CMCSA
COMCAST CORP NEW
+$45.9K
1,098
减持
SCHX
SCHWAB STRATEGIC TR
+$43.3K
14,654
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$40.5K
2,672
+0%
减持
SHY
ISHARES TR
-$39.8K
600
-45%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$39.3K
13,873
-1%
减持
DVY
ISHARES TR
+$38.5K
3,251
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$35.0K
1,110
+0%
减持
INTC
INTEL CORP
-$34.8K
3,371
-8%
减持
IVW
ISHARES TR
+$34.2K
11,918
-0%
减持
FITB
FIFTH THIRD BANCORP
+$32.7K
10,917
-8%
增持
BX
BLACKSTONE INC
+$32.5K
1,079
+1%
增持
AVGO
BROADCOM INC
+$31.7K
2,650
+900%
增持
QQQ
INVESCO QQQ TR
+$31.4K
146
+76%
减持
SCHV
SCHWAB STRATEGIC TR
-$26.4K
387
-50%
减持
—
EXXON MOBIL CORP
-$26.2K
6,383
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$25.1K
144,397
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.6K
1,180
+48%
减持
DFAT
DIMENSIONAL ETF TRUST
-$21.8K
832
-37%
清仓
TIP
ISHARES TR
-$21.4K
0
-100%
增持
T
AT&T INC
+$19.9K
1,338
+169%
减持
TTD
THE TRADE DESK INC
+$18.4K
1,625
-1%
增持
ITOT
ISHARES TR
+$17.9K
2,512
+0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$17.5K
98
减持
IWB
ISHARES TR
-$16.6K
147
-30%
减持
KR
KROGER CO
-$15.6K
5,331
-17%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$13.2K
65
-35%
清仓
IVT
INVENTRUST PPTYS CORP
-$12.8K
0
-100%
减持
WPC
WP CAREY INC
-$11.6K
293
-46%
减持
SCHF
SCHWAB STRATEGIC TR
+$10.6K
3,967
-0%
增持
VUG
VANGUARD INDEX FDS
+$10.5K
226
+11%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$9.9K
86
清仓
HRL
HORMEL FOODS CORP
-$9.1K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$8.9K
0
-100%
减持
GE
GE AEROSPACE
+$7.8K
284
-1%
清仓
LDUR
PIMCO ETF TR
-$7.1K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.0K
1,691
+0%
减持
CSCO
CISCO SYS INC
-$6.7K
200
-45%
减持
VTI
VANGUARD INDEX FDS
+$6.7K
1,502
-4%
减持
—
ACCENTURE PLC IRELAND
-$6.2K
89
-28%
增持
VOT
VANGUARD INDEX FDS
+$4.6K
278
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$4.0K
0
-100%
减持
NU
NU HLDGS LTD
-$3.7K
200
-60%
增持
XLE
SELECT SECTOR SPDR TR
-$3.2K
1,229
+1%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$2.5K
2,556
+1%
建仓
XAR
SPDR SER TR
+$2.5K
16
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.4K
213
+29%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$2.4K
192
+1%
建仓
JPIN
J P MORGAN EXCHANGE TRADED F
+$2.0K
34
建仓
SPYV
SPDR SER TR
+$1.8K
34
建仓
SPSM
SPDR SER TR
+$1.5K
34
增持
DIS
DISNEY WALT CO
-$1.3K
447
+0%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.3K
34
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.2K
13
增持
MU
MICRON TECHNOLOGY INC
+$1.2K
75
+50%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.2K
80
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1K
252
+2%
建仓
SPEM
SPDR INDEX SHS FDS
+$991
24
增持
DECK
DECKERS OUTDOOR CORP
-$911
486
+500%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$762
15
减持
SCHE
SCHWAB STRATEGIC TR
+$623
339
-3%
减持
SCHG
SCHWAB STRATEGIC TR
-$621
297
-5%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$589
100
-15%
增持
F
FORD MTR CO
-$586
324
+2%
清仓
DHR
DANAHER CORPORATION
-$500
0
-100%
建仓
IOO
ISHARES TR
+$298
3
增持
SCHB
SCHWAB STRATEGIC TR
+$274
6
+200%
增持
—
SUPER MICRO COMPUTER INC
-$268
82
+95%
建仓
SPYG
SPDR SER TR
+$166
2
增持
TXRH
TEXAS ROADHOUSE INC
+$151
28
+4%
