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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 63
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$10.3M
141,719
+2%
增持
VNLA
JANUS DETROIT STR TR
+$5.5M
164,594
+208%
减持
AVEM
AMERICAN CENTY ETF TR
+$3.3M
440,399
-2%
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。
减持
IEFA
ISHARES TR
+$2.5M
380,470
-2%
增持
DGRO
ISHARES TR
+$2.5M
603,948
+3%
增持
PYLD
PIMCO ETF TR
+$2.3M
896,405
+10%
减持
QGRW
WISDOMTREE TR
+$2.1M
300,470
-3%
增持
CTAS
CINTAS CORP
+$2.0M
24,814
+44%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.4M
311,581
+2%
增持
TGRW
T ROWE PRICE ETF INC
+$1.4M
51,994
+131%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
67,403
-5%
增持
WFC
WELLS FARGO CO NEW
+$1.0M
12,749
+8753%
增持
JPM
JPMORGAN CHASE & CO.
+$886.7K
19,309
+1%
减持
AAPL
APPLE INC
-$818.9K
37,295
-2%
增持
MSFT
MICROSOFT CORP
+$813.3K
6,510
+1%
减持
IJH
ISHARES TR
+$784.1K
468,694
-3%
减持
IJR
ISHARES TR
+$514.8K
162,650
-1%
减持
AMZN
AMAZON COM INC
+$420.5K
15,087
-1%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$313.1K
10,926
+33%
增持
TSLA
TESLA INC
+$251.6K
2,940
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$236.4K
9,055
+706%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$220.5K
30,062
-13%
减持
IWP
ISHARES TR
+$204.3K
12,850
-4%
增持
GOOGL
ALPHABET INC
+$185.4K
8,581
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$153.8K
637
-5%
增持
IJT
ISHARES TR
+$153.3K
10,381
+5%
减持
BP
BP PLC
-$135.7K
4,342
-45%
增持
—
EXXON MOBIL CORP
+$132.8K
7,462
+32%
减持
NVDA
NVIDIA CORPORATION
+$120.7K
3,500
-12%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$119.0K
2,600
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$117.1K
162,557
+2%
增持
ORCL
ORACLE CORP
+$116.2K
676
+199%
建仓
BIV
VANGUARD BD INDEX FDS
+$116.0K
1,500
增持
GOOG
ALPHABET INC
+$109.7K
4,446
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$102.2K
43,257
+0%
增持
SO
SOUTHERN CO
+$101.0K
1,450
+314%
增持
IJJ
ISHARES TR
+$99.1K
13,248
+3%
增持
VOO
VANGUARD INDEX FDS
+$98.1K
1,804
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$93.5K
13,500
+1%
增持
WMT
WALMART INC
+$90.9K
2,247
+53%
减持
IJK
ISHARES TR
+$89.1K
18,614
-3%
减持
EFA
ISHARES TR
+$83.4K
11,394
-0%
增持
ISCG
ISHARES TR
+$75.2K
4,277
+40%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$70.8K
8,189
+20%
增持
COST
COSTCO WHSL CORP NEW
+$68.2K
1,389
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$65.6K
4,776
+2%
增持
IWD
ISHARES TR
+$64.6K
2,117
+15%
减持
IVW
ISHARES TR
+$59.5K
10,366
-11%
建仓
VXUS
VANGUARD STAR FDS
+$55.3K
800
减持
IWM
ISHARES TR
+$53.0K
3,523
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$51.6K
1,064
-2%
增持
MRK
MERCK & CO INC
+$49.2K
1,163
+144%
增持
DIS
DISNEY WALT CO
+$48.4K
743
+68%
增持
FITB
FIFTH THIRD BANCORP
+$47.4K
11,542
+6%
增持
ACWI
ISHARES TR
+$46.5K
1,443
+21%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$46.0K
990
建仓
SMR
NUSCALE PWR CORP
+$45.1K
1,140
减持
META
META PLATFORMS INC
+$45.0K
478
-10%
减持
DUK
DUKE ENERGY CORP NEW
-$37.8K
2,446
-9%
增持
ITOT
ISHARES TR
+$34.7K
2,589
+0%
减持
IWR
ISHARES TR
+$34.1K
12,523
-5%
减持
VTI
VANGUARD INDEX FDS
+$33.0K
1,399
-2%
减持
AVIV
AMERICAN CENTY ETF TR
-$32.7K
23,597
-11%
减持
PFE
PFIZER INC
-$31.5K
13,659
-5%
增持
KR
KROGER CO
+$30.8K
4,269
+5%
增持
MMM
3M CO
+$30.3K
360
+116%
增持
NKE
NIKE INC
+$30.2K
750
+107%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$28.5K
634
+188%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$28.5K
400
增持
AXP
AMERICAN EXPRESS CO
+$27.8K
288
+21%
减持
SJM
SMUCKER J M CO
-$27.7K
158
-57%
增持
CSCO
CISCO SYS INC
+$26.2K
1,000
+43%
增持
V
VISA INC
+$25.6K
530
+14%
增持
LCNB
LCNB CORP
-$20.9K
567,727
+2%
增持
GE
GE AEROSPACE
+$19.2K
335
+0%
增持
CI
THE CIGNA GROUP
+$18.6K
111
+102%
建仓
PM
PHILIP MORRIS INTL INC
+$18.2K
100
减持
AXON
AXON ENTERPRISE INC
+$17.9K
101
-19%
增持
JNJ
JOHNSON & JOHNSON
+$17.7K
1,053
+22%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$17.5K
630
-22%
减持
DSI
ISHARES TR
-$16.8K
2,500
-17%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.7K
268
+24%
增持
PEP
PEPSICO INC
-$14.5K
1,865
+7%
建仓
—
CHUBB LIMITED
+$14.5K
50
减持
AEP
AMERICAN ELEC PWR CO INC
-$14.0K
408
-21%
减持
T
AT&T INC
-$13.5K
841
-37%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$12.0K
15,030
+1%
清仓
CM
CANADIAN IMPERIAL BK COMM
-$11.3K
0
-100%
建仓
CGNX
COGNEX CORP
+$11.1K
350
建仓
TLH
ISHARES TR
+$10.7K
105
增持
SPYV
SPDR SERIES TRUST
+$10.4K
231
+579%
减持
PRU
PRUDENTIAL FINL INC
-$9.7K
304
-20%
建仓
GIS
GENERAL MLS INC
+$9.5K
184
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$9.3K
35
建仓
DYNF
BLACKROCK ETF TRUST
+$8.1K
148
增持
KO
COCA COLA CO
+$7.6K
5,428
+3%
建仓
EBAY
EBAY INC.
+$7.4K
100
建仓
RNST
RENASANT CORP
+$7.3K
202
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.2K
180
+1%
减持
INTC
INTEL CORP
-$7.0K
2,666
-9%
清仓
—
FIRST BANCSHARES INC MISS
-$6.8K
0
-100%
增持
BX
BLACKSTONE INC
+$6.4K
593
+1%
减持
SBUX
STARBUCKS CORP
-$6.1K
652
-3%
建仓
CRWV
COREWEAVE INC
+$6.0K
37
增持
ORLY
OREILLY AUTOMOTIVE INC
-$5.8K
1,080
+1400%
建仓
APLD
APPLIED DIGITAL CORP
+$5.8K
571
建仓
SPYM
SPDR SERIES TRUST
+$4.7K
65
减持
—
ACCENTURE PLC IRELAND
-$4.2K
79
-11%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.0K
452
+4%
减持
LECO
LINCOLN ELEC HLDGS INC
+$3.9K
2,300
-8%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$3.9K
340
增持
SOLV
SOLVENTUM CORP
+$3.8K
72
+227%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.5K
6,008
-13%
增持
DAL
DELTA AIR LINES INC DEL
+$3.1K
544
+0%
减持
UNP
UNION PAC CORP
-$2.3K
73
-10%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$2.0K
17
减持
ITW
ILLINOIS TOOL WKS INC
-$1.9K
215
-3%
建仓
FICO
FAIR ISAAC CORP
+$1.8K
1
减持
HD
HOME DEPOT INC
-$1.7K
689
-1%
减持
—
MEDTRONIC PLC
-$1.7K
138
-10%
减持
WM
WASTE MGMT INC DEL
-$1.5K
54
-10%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$1.5K
300
-13%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.3K
0
-100%
清仓
ARKK
ARK ETF TR
-$1.2K
0
-100%
清仓
ARKG
ARK ETF TR
-$1.1K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.1K
99
-7%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$1.0K
0
-100%
建仓
DEFT
DEFI TECHNOLOGIES INC
+$1.0K
350
减持
GPC
GENUINE PARTS CO
-$977
99
-9%
建仓
VFMF
VANGUARD WELLINGTON FD
+$946
7
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$880
204
+0%
清仓
MPC
MARATHON PETE CORP
-$729
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
+$713
261
-5%
建仓
OGN
ORGANON & CO
+$678
70
减持
IJS
ISHARES TR
-$641
8,702
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$577
129
+11%
增持
CVX
CHEVRON CORP NEW
-$514
3,381
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$444
30
+30%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$444
15
增持
VZ
VERIZON COMMUNICATIONS INC
-$369
264
+2%
增持
F
FORD MTR CO
+$328
338
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$315
3,064
-8%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$306
7
建仓
VBR
VANGUARD INDEX FDS
+$196
1
建仓
DFLV
DIMENSIONAL ETF TRUST
+$187
6
建仓
DEHP
DIMENSIONAL ETF TRUST
+$170
6
建仓
RBLX
ROBLOX CORP
+$106
1
建仓
DFAR
DIMENSIONAL ETF TRUST
+$95
4
建仓
AVUV
AMERICAN CENTY ETF TR
+$92
1
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$73
2
