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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 30
减持 85
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$10.4M
814,977
+92%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$5.2M
34,460
-70%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.0M
305,344
+91%
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
QGRW
WISDOMTREE TR
+$3.7M
310,863
+53%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.5M
447,243
+13%
减持
TGRW
T ROWE PRICE ETF INC
-$2.9M
22,507
-76%
建仓
VNLA
JANUS DETROIT STR TR
+$2.6M
53,476
增持
IEFA
ISHARES TR
+$2.5M
386,798
+2%
减持
IJR
ISHARES TR
-$2.1M
165,068
-2%
增持
IVV
ISHARES TR
-$1.7M
138,299
+2%
增持
DGRO
ISHARES TR
+$1.6M
585,191
+4%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
减持
AVIV
AMERICAN CENTY ETF TR
-$1.4M
26,487
-53%
减持
AAPL
APPLE INC
-$1.1M
38,134
-0%
增持
IJH
ISHARES TR
-$945.7K
484,735
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$621.7K
159,682
+8%
减持
TSLA
TESLA INC
-$442.7K
2,633
-5%
减持
GOOGL
ALPHABET INC
-$439.9K
8,580
-8%
增持
AMZN
AMAZON COM INC
-$419.4K
15,187
+1%
减持
MSFT
MICROSOFT CORP
-$321.9K
6,459
-1%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$218.9K
14,932
+213%
增持
EFG
ISHARES TR
+$218.6K
10,914
+21%
减持
IJK
ISHARES TR
-$189.0K
19,265
-2%
减持
AVGO
BROADCOM INC
-$189.0K
1,930
-13%
减持
PG
PROCTER AND GAMBLE CO
-$188.3K
70,687
-3%
建仓
—
MORGAN STANLEY ETF TRUST
+$175.3K
2,716
减持
GOOG
ALPHABET INC
-$170.8K
4,346
-3%
减持
IJS
ISHARES TR
-$167.8K
8,888
-7%
增持
EFV
ISHARES TR
+$167.1K
8,998
+30%
减持
IVE
ISHARES TR
-$131.5K
2,424
-22%
建仓
YLDE
LEGG MASON ETF INVT
+$113.0K
2,183
减持
IJT
ISHARES TR
-$110.6K
9,862
-0%
清仓
XLE
SELECT SECTOR SPDR TR
-$106.2K
0
-100%
减持
IVW
ISHARES TR
-$104.3K
11,654
-0%
减持
TTD
THE TRADE DESK INC
-$96.1K
1,477
-2%
增持
EFA
ISHARES TR
+$88.9K
11,442
+2%
减持
GLD
SPDR GOLD TR
+$88.3K
2,182
-2%
建仓
CDEI
MORGAN STANLEY ETF TRUST
+$84.9K
1,260
减持
JPM
JPMORGAN CHASE & CO.
+$83.8K
19,205
-1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$81.0K
10,979
-1%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$77.0K
3,200
减持
IJJ
ISHARES TR
-$76.9K
12,846
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$76.1K
2,237
-4%
建仓
ICLN
ISHARES TR
+$71.7K
6,277
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$71.4K
6,808
-17%
清仓
LDOS
LEIDOS HOLDINGS INC
-$68.6K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$64.4K
43,250
-2%
建仓
XJH
ISHARES TR
+$62.5K
1,600
建仓
ESGD
ISHARES TR
+$60.8K
744
减持
IWR
ISHARES TR
-$57.9K
13,138
-1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$55.8K
0
-100%
减持
PEP
PEPSICO INC
-$53.1K
1,739
-16%
减持
LECO
LINCOLN ELEC HLDGS INC
-$52.0K
2,500
-11%
增持
IWM
ISHARES TR
-$51.6K
3,545
+3%
建仓
NOC
NORTHROP GRUMMAN CORP
+$51.2K
100
减持
COST
COSTCO WHSL CORP NEW
-$50.6K
1,381
-7%
减持
PFE
PFIZER INC
-$49.1K
14,309
-8%
减持
VOO
VANGUARD INDEX FDS
-$47.0K
1,803
-0%
减持
CVX
CHEVRON CORP NEW
+$46.9K
2,897
-4%
清仓
ON
ON SEMICONDUCTOR CORP
-$46.7K
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$46.4K
468
-4%
建仓
LMT
LOCKHEED MARTIN CORP
+$44.7K
100
减持
USB
US BANCORP DEL
-$44.5K
3,670
-12%
减持
PWR
QUANTA SVCS INC
-$44.4K
672
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$40.3K
484
+27%
建仓
XJR
ISHARES TR
+$39.8K
1,059
减持
LLY
ELI LILLY & CO
+$39.3K
1,087
-2%
减持
—
ICON PLC
-$38.9K
371
-25%
增持
DUK
DUKE ENERGY CORP NEW
+$38.3K
2,676
+0%
减持
HD
HOME DEPOT INC
-$37.0K
694
-7%
建仓
FRNW
FIDELITY COVINGTON TRUST
+$36.1K
2,812
减持
KR
KROGER CO
-$35.3K
4,069
-20%
减持
VTI
VANGUARD INDEX FDS
-$33.0K
1,427
-3%
增持
META
META PLATFORMS INC
+$32.6K
534
+14%
减持
SPY
SPDR S&P 500 ETF TR
-$30.1K
1,083
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$29.7K
6,063
+1%
减持
OEF
ISHARES TR
-$27.6K
827
-5%
减持
UBER
UBER TECHNOLOGIES INC
+$27.3K
2,240
-1%
减持
ISCG
ISHARES TR
-$26.3K
3,054
-8%
减持
BAC
BANK AMERICA CORP
-$25.4K
4,516
-7%
清仓
REGN
REGENERON PHARMACEUTICALS
-$24.9K
0
-100%
减持
AMGN
AMGEN INC
-$24.6K
28
-78%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$24.1K
13,301
-2%
减持
—
EXXON MOBIL CORP
-$23.5K
5,647
-13%
减持
IT
GARTNER INC
-$22.5K
190
-10%
减持
ABBV
ABBVIE INC
+$21.8K
825
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$19.8K
673
-9%
增持
NVDA
NVIDIA CORPORATION
+$18.4K
3,989
+29%
增持
BX
BLACKSTONE INC
-$18.4K
589
+1%
减持
VO
VANGUARD INDEX FDS
-$18.2K
282
-18%
减持
AXON
AXON ENTERPRISE INC
-$17.5K
125
-11%
减持
VYM
VANGUARD WHITEHALL FDS
-$17.3K
436
-24%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$17.1K
282
-5%
建仓
UAL
UNITED AIRLS HLDGS INC
+$16.6K
240
清仓
CLX
CLOROX CO DEL
-$16.2K
0
-100%
减持
NKE
NIKE INC
-$15.8K
363
-29%
清仓
MS
MORGAN STANLEY
-$15.7K
0
-100%
建仓
—
ASA GOLD AND PRECIOUS MTLS L
+$15.1K
500
减持
AXP
AMERICAN EXPRESS CO
-$14.3K
238
-10%
增持
NFLX
NETFLIX INC
+$13.9K
186
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$13.8K
543
+233%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$12.9K
2,200
-14%
减持
HPQ
HP INC
-$12.7K
1,896
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$12.6K
810
-24%
减持
ADBE
ADOBE INC
-$12.2K
112
-10%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$10.8K
343
-16%
减持
SCHF
SCHWAB STRATEGIC TR
-$10.5K
6,890
-13%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$10.0K
862
减持
MDLZ
MONDELEZ INTL INC
-$9.7K
189
-50%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$9.5K
72
-9%
增持
ITOT
ISHARES TR
-$9.3K
2,581
+2%
减持
RTX
RTX CORPORATION
+$9.0K
1,919
-9%
减持
SCHM
SCHWAB STRATEGIC TR
-$8.4K
5,184
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.4K
140
-7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$8.2K
220
+450%
增持
SCHA
SCHWAB STRATEGIC TR
-$7.5K
3,322
+1%
减持
ORCL
ORACLE CORP
-$7.4K
226
-3%
建仓
VDE
VANGUARD WORLD FD
+$7.1K
55
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$6.9K
700
-40%
建仓
BF/B
BROWN FORMAN CORP
+$6.8K
200
减持
LIT
GLOBAL X FDS
-$6.8K
75
-68%
减持
MA
MASTERCARD INCORPORATED
-$6.7K
203
-9%
减持
PRU
PRUDENTIAL FINL INC
-$6.5K
379
-8%
清仓
UPS
UNITED PARCEL SERVICE INC
-$6.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$6.0K
443
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.0K
1,123
-5%
减持
MCK
MCKESSON CORP
+$4.9K
130
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.3K
179
-5%
减持
—
ASML HOLDING N V
-$3.7K
31
-11%
减持
PLD
PROLOGIS INC.
-$3.7K
37
-50%
减持
INTC
INTEL CORP
+$3.6K
2,936
-7%
减持
VOT
VANGUARD INDEX FDS
-$3.3K
275
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.1K
275
+11%
清仓
CRM
SALESFORCE INC
-$3.0K
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$2.7K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$2.6K
666
-10%
清仓
URA
GLOBAL X FDS
-$2.0K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$1.9K
251
-10%
清仓
JPIN
J P MORGAN EXCHANGE TRADED F
-$1.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6K
260
+2%
减持
COP
CONOCOPHILLIPS
+$1.4K
650
-4%
清仓
—
GLOBAL X FDS
-$1.3K
0
-100%
清仓
INTU
INTUIT
-$1.3K
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.3K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.1K
1,098
-5%
清仓
—
GLOBAL X FDS
-$768
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$756
0
-100%
减持
DE
DEERE & CO
+$648
107
-9%
增持
SCHB
SCHWAB STRATEGIC TR
+$591
116
+38%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$559
203
+2%