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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 61
减持 62
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
QGRW
WISDOMTREE TR
+$10.0M
202,771
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$8.0M
116,510
-51%
增持
PYLD
PIMCO ETF TR
+$7.2M
425,502
+194%
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
IVV
ISHARES TR
+$4.9M
134,978
+4%
减持
TGRW
T ROWE PRICE ETF INC
-$4.3M
93,423
-56%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$3.9M
160,027
减持
AVIV
AMERICAN CENTY ETF TR
-$2.9M
55,863
-46%
增持
IEFA
ISHARES TR
-$2.8M
380,233
+1%
减持
IJR
ISHARES TR
-$1.4M
168,438
-6%
增持
DGRO
ISHARES TR
+$1.3M
563,089
+6%
增持
IJH
ISHARES TR
+$866.7K
469,107
+3%
增持
AAPL
APPLE INC
+$814.4K
38,271
+2%
减持
NVDA
NVIDIA CORPORATION
-$592.0K
3,082
-63%
增持
AMZN
AMAZON COM INC
+$538.1K
15,082
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$499.7K
19,304
-1%
增持
AVEM
AMERICAN CENTY ETF TR
+$467.1K
397,475
+12%
增持
PG
PROCTER AND GAMBLE CO
+$418.1K
72,978
+7%
减持
TSLA
TESLA INC
+$358.3K
2,786
-5%
增持
CTAS
CINTAS CORP
-$355.6K
17,188
+1%
增持
GOOGL
ALPHABET INC
+$268.2K
9,333
+3%
减持
BP
BP PLC
-$254.9K
7,861
-49%
增持
NEE
NEXTERA ENERGY INC
-$142.1K
12,713
+2%
减持
LLY
ELI LILLY & CO
-$137.3K
1,112
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$135.5K
188
-80%
清仓
XLRE
SELECT SECTOR SPDR TR
-$132.0K
0
-100%
增持
IWB
ISHARES TR
+$130.0K
547
+272%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$127.5K
2,550
+750%
减持
IWP
ISHARES TR
+$124.3K
13,429
-0%
增持
GOOG
ALPHABET INC
+$120.3K
4,462
+2%
减持
EFG
ISHARES TR
-$101.9K
9,014
-0%
清仓
OGN
ORGANON & CO
-$95.7K
0
-100%
减持
EFA
ISHARES TR
-$94.9K
11,192
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$90.5K
147,788
+2%
减持
IJT
ISHARES TR
-$90.3K
9,887
-3%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$87.4K
1,300
减持
VEA
VANGUARD TAX-MANAGED FDS
-$80.6K
13,635
-2%
增持
V
VISA INC
+$74.1K
464
+76%
减持
BX
BLACKSTONE INC
-$64.4K
584
-46%
减持
UNH
UNITEDHEALTH GROUP INC
-$62.1K
736
-1%
增持
MSFT
MICROSOFT CORP
+$59.2K
6,516
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$55.4K
4,701
-5%
减持
AVGO
BROADCOM INC
+$55.0K
2,209
-17%
增持
—
EXXON MOBIL CORP
-$53.1K
6,462
+1%
建仓
ANET
ARISTA NETWORKS INC
+$53.1K
480
清仓
—
ARISTA NETWORKS INC
-$46.1K
0
-100%
减持
IVW
ISHARES TR
+$45.0K
11,683
-2%
增持
VO
VANGUARD INDEX FDS
+$45.0K
345
+97%
减持
—
ROYAL CARIBBEAN GROUP
+$44.0K
2,322
-16%
增持
IWM
ISHARES TR
+$42.9K
3,434
+6%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$42.8K
4,763
+86%
减持
IJJ
ISHARES TR
-$38.6K
12,924
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$37.0K
1,070
-9%
减持
IJK
ISHARES TR
-$34.2K
19,723
-1%
清仓
—
SUPER MICRO COMPUTER INC
-$34.1K
0
-100%
增持
CMI
CUMMINS INC
+$33.9K
125
+317%
减持
UBER
UBER TECHNOLOGIES INC
-$33.5K
2,253
-0%
减持
VOO
VANGUARD INDEX FDS
-$32.6K
1,807
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$32.0K
297
-9%
减持
LECO
LINCOLN ELEC HLDGS INC
-$31.9K
2,800
-3%
增持
AXON
AXON ENTERPRISE INC
+$31.3K
140
+8%
增持
CSCO
CISCO SYS INC
+$30.8K
700
+250%
建仓
VPU
VANGUARD WORLD FD
+$28.6K
175
增持
ABT
ABBOTT LABS
+$28.1K
455
+122%
建仓
IGSB
ISHARES TR
+$25.9K
500
增持
SCHX
SCHWAB STRATEGIC TR
+$25.1K
43,976
+200%
减持
PWR
QUANTA SVCS INC
-$24.2K
681
-15%
减持
ISRG
INTUITIVE SURGICAL INC
-$23.2K
382
-16%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$22.4K
150
增持
KO
COCA COLA CO
-$21.7K
5,256
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$21.2K
1,082
+10%
增持
DUK
DUKE ENERGY CORP NEW
-$19.9K
2,674
+0%
减持
COST
COSTCO WHSL CORP NEW
+$19.6K
1,481
-2%
减持
BAC
BANK AMERICA CORP
+$19.3K
4,866
-1%
减持
IJS
ISHARES TR
-$17.4K
9,522
-3%
减持
IT
GARTNER INC
-$16.4K
211
-10%
增持
SCHF
SCHWAB STRATEGIC TR
-$16.3K
7,935
+100%
减持
ADBE
ADOBE INC
-$16.3K
124
-10%
减持
LULU
LULULEMON ATHLETICA INC
-$16.3K
269
-39%
减持
REGN
REGENERON PHARMACEUTICALS
-$16.1K
35
-10%
减持
INTC
INTEL CORP
-$16.0K
3,146
-7%
建仓
JOBY
JOBY AVIATION INC
+$15.7K
1,925
增持
TGT
TARGET CORP
+$15.6K
375
+67%
增持
NKE
NIKE INC
+$15.6K
513
+95%
建仓
TROW
PRICE T ROWE GROUP INC
+$14.1K
125
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$13.4K
1,174
+487%
增持
JNJ
JOHNSON & JOHNSON
+$12.7K
863
+25%
清仓
RY
ROYAL BK CDA
-$12.5K
0
-100%
增持
HD
HOME DEPOT INC
+$11.8K
749
+9%
减持
—
ASML HOLDING N V
-$11.6K
35
-19%
增持
CVX
CHEVRON CORP NEW
+$11.1K
3,022
+4%
增持
USB
US BANCORP DEL
+$11.0K
4,170
+1%
增持
RTX
RTX CORPORATION
+$10.9K
2,119
+10%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$10.6K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$10.3K
0
-100%
减持
—
GLOBAL X FDS
-$10.0K
146
-86%
减持
ON
ON SEMICONDUCTOR CORP
-$9.9K
741
-5%
增持
CARR
CARRIER GLOBAL CORPORATION
+$9.8K
380
+90%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.4K
150
+35%
减持
DE
DEERE & CO
-$9.3K
117
-17%
增持
ITOT
ISHARES TR
+$8.7K
2,521
+0%
增持
TSCO
TRACTOR SUPPLY CO
-$8.4K
740
+351%
增持
AMGN
AMGEN INC
+$8.3K
128
+66%
减持
IWR
ISHARES TR
-$8.2K
13,298
-1%
清仓
—
LAM RESEARCH CORP
-$8.2K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$7.3K
50
-50%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$7.3K
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$7.1K
279
-5%
减持
FITB
FIFTH THIRD BANCORP
-$6.7K
10,902
-0%
清仓
—
GLOBAL X FDS
-$6.6K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$6.6K
516
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$5.4K
79
-8%
减持
KR
KROGER CO
+$5.2K
5,081
-5%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$4.9K
11,039
-0%
增持
CNI
CANADIAN NATL RY CO
-$4.3K
650
+8%
减持
MCK
MCKESSON CORP
+$4.0K
145
-9%
减持
GLD
SPDR GOLD TR
-$3.8K
2,232
-0%
清仓
MAT
MATTEL INC
-$3.8K
0
-100%
清仓
D
DOMINION ENERGY INC
-$3.6K
0
-100%
清仓
DXC
DXC TECHNOLOGY CO
-$3.4K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$3.2K
222
-2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$3.1K
57
-29%
增持
HPQ
HP INC
-$2.8K
1,999
+5%
清仓
—
MARATHON OIL CORP
-$2.6K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.6K
106
+39%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2K
1,188
+300%
增持
GE
GE AEROSPACE
+$2.2K
334
+18%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$2.1K
40
增持
XLE
SELECT SECTOR SPDR TR
-$1.8K
1,239
+1%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.7K
3,300
+95%
增持
DAL
DELTA AIR LINES INC DEL
+$1.6K
163
+1%
增持
COP
CONOCOPHILLIPS
-$1.6K
674
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.5K
84
+1300%
减持
GEV
GE VERNOVA INC
-$1.5K
42
-30%
减持
SOLV
SOLVENTUM CORP
-$1.4K
22
-46%
增持
ABBV
ABBVIE INC
+$1.4K
850
+12%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$1.3K
199
+4%
减持
TTD
THE TRADE DESK INC
-$1.3K
1,505
-7%
减持
AXP
AMERICAN EXPRESS CO
-$1.1K
264
-10%
增持
ETR
ENTERGY CORP NEW
+$1.1K
110
+100%
减持
WFC
WELLS FARGO CO NEW
+$1.1K
144
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.1K
256
+2%
减持
ORCL
ORACLE CORP
-$1.1K
234
-0%
建仓
BITB
BITWISE BITCOIN ETF TR
+$1.0K
20
减持
SPY
SPDR S&P 500 ETF TR
-$961
1,085
-2%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$863
84
+5%
清仓
NOTVQ
INOTIV INC
-$850
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$836
975
+200%
增持
SCHV
SCHWAB STRATEGIC TR
-$836
1,161
+200%
减持
EVRG
EVERGY INC
-$671
109
-8%
清仓
IOO
ISHARES TR
-$298
0
-100%