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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 52
增持 58
减持 32
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$11.1M
19,861
+1001%
增持
PYLD
PIMCO ETF TR
+$9.6M
1,243,876
+39%
增持
VNLA
JANUS DETROIT STR TR
+$9.3M
352,796
+114%
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
+$8.5M
144,232
+2%
增持
QQQ
INVESCO QQQ TR
+$7.1M
11,963
+8094%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$6.8M
101,840
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$6.6M
26,661
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$5.9M
127,316
增持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
33,093
+7221%
增持
VTV
VANGUARD INDEX FDS
+$4.4M
23,941
+4707%
增持
DGRO
ISHARES TR
+$4.2M
628,850
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.6M
21,224
+344%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$3.5M
86,820
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$3.5M
74,599
增持
GOOGL
ALPHABET INC
+$3.4M
20,148
+135%
增持
SPYG
SPDR SERIES TRUST
+$3.3M
31,371
+1568450%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
5,341
+2263%
增持
MSFT
MICROSOFT CORP
+$2.4M
10,883
+67%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$2.3M
53,715
增持
QGRW
WISDOMTREE TR
+$2.3M
316,039
+5%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$2.3M
124,451
增持
META
META PLATFORMS INC
+$2.2M
3,511
+635%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$2.1M
45,805
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.0M
17,607
建仓
BKNG
BOOKING HOLDINGS INC
+$1.7M
309
减持
AAPL
APPLE INC
+$1.6M
36,495
-2%
增持
IEFA
ISHARES TR
+$1.6M
381,822
+0%
增持
AMZN
AMAZON COM INC
+$1.6M
22,197
+47%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
40,425
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
79,852
+18%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.5M
15,954
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$1.3M
30,261
减持
AVEM
AMERICAN CENTY ETF TR
+$1.3M
419,611
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
34,164
+307%
增持
V
VISA INC
+$1.3M
4,298
+711%
建仓
VOE
VANGUARD INDEX FDS
+$1.2M
6,619
建仓
COWZ
PACER FDS TR
+$1.1M
19,784
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
5,981
+6003%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
2,094
+932%
减持
IJR
ISHARES TR
+$1.1M
158,632
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
21,123
+9%
减持
IJH
ISHARES TR
-$1.0M
429,935
-8%
建仓
MOAT
VANECK ETF TRUST
+$967.7K
9,764
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$940.9K
48,652
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$938.7K
4,257
+285%
减持
CTAS
CINTAS CORP
-$906.8K
22,525
-9%
增持
GOOG
ALPHABET INC
+$860.6K
6,772
+52%
建仓
IQV
IQVIA HLDGS INC
+$810.5K
4,267
增持
SPYV
SPDR SERIES TRUST
+$793.9K
14,568
+6206%
建仓
AMAT
APPLIED MATLS INC
+$702.5K
3,431
增持
DIS
DISNEY WALT CO
+$678.3K
6,730
+806%
增持
PM
PHILIP MORRIS INTL INC
+$677.5K
4,289
+4189%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$675.2K
3,200
+247%
建仓
PFFD
GLOBAL X FDS
+$638.0K
32,837
建仓
CALF
PACER FDS TR
+$621.7K
14,201
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$597.0K
172,301
+6%
增持
TSLA
TESLA INC
+$589.7K
3,426
+17%
建仓
ADSK
AUTODESK INC
+$573.7K
1,806
建仓
COR
CENCORA INC
+$565.5K
1,810
增持
ORCL
ORACLE CORP
+$507.3K
2,329
+245%
建仓
VEEV
VEEVA SYS INC
+$502.9K
1,688
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$494.5K
6,186
增持
NSC
NORFOLK SOUTHN CORP
+$494.3K
2,668
+122%
建仓
APD
AIR PRODS & CHEMS INC
+$492.3K
1,805
建仓
BNY
BANK NEW YORK MELLON CORP
+$474.2K
4,352
建仓
QCOM
QUALCOMM INC
+$465.1K
2,795
建仓
—
UNILEVER PLC
+$434.6K
7,332
建仓
NVS
NOVARTIS AG
+$419.6K
3,272
减持
DFIS
DIMENSIONAL ETF TRUST
+$418.8K
307,188
-1%
建仓
ADI
ANALOG DEVICES INC
+$407.4K
1,658
增持
COP
CONOCOPHILLIPS
+$354.8K
4,368
+572%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$335.1K
2,234
+2498%
建仓
CRM
SALESFORCE INC
+$332.0K
1,401
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$331.5K
7,500
增持
RTX
RTX CORPORATION
+$327.2K
3,630
+89%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$325.9K
1,575
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$319.5K
6,825
增持
MCK
MCKESSON CORP
+$318.5K
536
+312%
建仓
GD
GENERAL DYNAMICS CORP
+$318.1K
933
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$315.3K
23,982
-20%
增持
—
EXXON MOBIL CORP
+$306.6K
9,854
+32%
增持
UNH
UNITEDHEALTH GROUP INC
+$305.5K
1,460
+129%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$298.0K
2,693
建仓
ECL
ECOLAB INC
+$282.4K
1,031
增持
LOW
LOWES COS INC
+$278.4K
1,305
+485%
增持
—
MEDTRONIC PLC
+$255.5K
2,809
+1936%
建仓
DEO
DIAGEO PLC
+$253.8K
2,660
增持
WFC
WELLS FARGO CO NEW
+$253.3K
15,208
+19%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$249.6K
9,654
增持
MCD
MCDONALDS CORP
+$248.0K
1,024
+374%
增持
ADBE
ADOBE INC
+$240.3K
804
+618%
增持
BAC
BANK AMERICA CORP
+$235.7K
8,712
+93%
增持
EBAY
EBAY INC.
+$234.2K
2,657
+2557%
建仓
MAS
MASCO CORP
+$226.8K
3,222
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$223.2K
5,100
建仓
BA
BOEING CO
+$221.2K
1,025
建仓
DES
WISDOMTREE TR
+$212.8K
6,319
建仓
KMX
CARMAX INC
+$211.9K
4,723
建仓
VB
VANGUARD INDEX FDS
+$211.3K
831
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$204.2K
731
减持
IWP
ISHARES TR
-$204.1K
11,080
-14%
建仓
VHT
VANGUARD WORLD FD
+$201.9K
778
减持
COST
COSTCO WHSL CORP NEW
-$181.6K
1,289
-7%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$161.0K
11,324
+38%
增持
SPYM
SPDR SERIES TRUST
+$132.7K
1,754
+2598%
减持
IWR
ISHARES TR
-$126.7K
10,617
-15%
增持
IVW
ISHARES TR
+$117.3K
10,426
+1%
减持
CSX
CSX CORP
-$115.3K
750
-83%
减持
PNC
PNC FINL SVCS GROUP INC
-$106.1K
395
-60%
减持
TGRW
T ROWE PRICE ETF INC
+$98.1K
50,141
-4%
减持
NVDA
NVIDIA CORPORATION
+$94.9K
3,472
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$85.2K
43,370
+0%
减持
AVGO
BROADCOM INC
+$82.0K
1,861
-4%
减持
LCNB
LCNB CORP
-$76.1K
545,227
-4%
减持
KO
COCA COLA CO
-$72.9K
4,691
-14%
增持
LECO
LINCOLN ELEC HLDGS INC
+$72.6K
2,330
+1%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$70.5K
1,350
减持
NEE
NEXTERA ENERGY INC
+$68.3K
12,595
-1%
清仓
CMA
COMERICA INC
-$66.3K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$58.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$56.1K
1,071
+1%
减持
IJS
ISHARES TR
+$51.4K
8,293
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$48.4K
736
+17%
减持
IWS
ISHARES TR
-$47.9K
1,538
-23%
清仓
IYE
ISHARES TR
-$47.5K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$46.3K
0
-100%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$46.0K
10,859
-1%
增持
CRWV
COREWEAVE INC
+$42.8K
357
+865%
减持
IJJ
ISHARES TR
-$40.5K
12,309
-7%
减持
FITB
FIFTH THIRD BANCORP
-$37.6K
9,812
-15%
增持
JNJ
JOHNSON & JOHNSON
+$34.8K
1,055
+0%
增持
VTI
VANGUARD INDEX FDS
+$34.2K
1,400
+0%
减持
AVIV
AMERICAN CENTY ETF TR
-$33.8K
21,274
-10%
减持
AXON
AXON ENTERPRISE INC
-$29.8K
75
-26%
建仓
DNN
DENISON MINES CORP
+$27.5K
10,000
减持
EFG
ISHARES TR
-$26.2K
10,504
-4%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$25.8K
0
-100%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$23.7K
763
-23%
清仓
IYH
ISHARES TR
-$22.6K
0
-100%
清仓
PJP
INVESCO EXCHANGE TRADED FD T
-$20.0K
0
-100%
减持
IJT
ISHARES TR
-$19.3K
9,624
-7%
清仓
CPRT
COPART INC
-$19.2K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$17.5K
12,552
-7%
减持
SCHG
SCHWAB STRATEGIC TR
+$17.4K
8,835
-2%
增持
JOBY
JOBY AVIATION INC
+$16.6K
2,284
+19%
减持
IJK
ISHARES TR
+$14.7K
17,814
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$14.3K
2,448
+0%
建仓
STT
STATE STR CORP
+$14.3K
123
建仓
RJF
RAYMOND JAMES FINL INC
+$14.0K
81
减持
XJH
ISHARES TR
-$14.0K
1,196
-25%
