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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 38
增持 63
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$10.8M
1,657,511
+33%
增持
VNLA
JANUS DETROIT STR TR
+$6.1M
477,650
+35%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$4.0M
93,884
+1741%
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
DMAR
FIRST TR EXCHNG TRADED FD VI
-$3.5M
185
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.0M
119,942
-30%
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$2.3M
51,780
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$1.4M
14,975
-67%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
76,802
-4%
增持
VBR
VANGUARD INDEX FDS
+$1.0M
4,937
+493600%
减持
GOOGL
ALPHABET INC
+$1.0M
18,937
-6%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$1.0M
52,060
-30%
增持
DGRO
ISHARES TR
+$920.8K
629,975
+0%
减持
IVV
ISHARES TR
+$738.7K
142,017
-2%
减持
IEFA
ISHARES TR
+$726.7K
380,769
-0%
清仓
CALF
PACER FDS TR
-$621.7K
0
-100%
清仓
ADSK
AUTODESK INC
-$573.7K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$532.9K
2,885
+247%
减持
AAPL
APPLE INC
+$531.4K
36,136
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$491.3K
40
-99%
增持
VTEB
VANGUARD MUN BD FDS
+$482.0K
43,599
+28%
减持
GOOG
ALPHABET INC
+$465.5K
6,739
-0%
减持
MSFT
MICROSOFT CORP
-$446.8K
10,732
-1%
减持
PFFD
GLOBAL X FDS
-$440.9K
10,426
-68%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$439.2K
104,921
+3%
增持
DFIS
DIMENSIONAL ETF TRUST
+$436.6K
308,226
+0%
减持
CTAS
CINTAS CORP
-$436.1K
22,265
-1%
清仓
—
UNILEVER PLC
-$434.6K
0
-100%
建仓
UL
UNILEVER PLC
+$400.0K
6,116
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$385.4K
14,185
-19%
减持
META
META PLATFORMS INC
-$333.6K
3,401
-3%
增持
QQQ
INVESCO QQQ TR
+$288.4K
12,161
+2%
建仓
SLV
ISHARES SILVER TR
+$261.8K
4,064
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$261.2K
16,473
+45%
减持
VOO
VANGUARD INDEX FDS
+$249.6K
19,792
-0%
减持
AMZN
AMAZON COM INC
+$243.1K
22,168
-0%
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$230.2K
120,134
-6%
增持
IWS
ISHARES TR
+$225.1K
3,119
+103%
增持
XLV
SELECT SECTOR SPDR TR
+$223.4K
1,541
+1314%
建仓
FSLR
FIRST SOLAR INC
+$220.7K
845
建仓
SNY
SANOFI SA
+$214.2K
4,420
清仓
KMX
CARMAX INC
-$211.9K
0
-100%
减持
COWZ
PACER FDS TR
-$208.8K
15,427
-22%
清仓
WTS
WATTS WATER TECHNOLOGIES INC
-$204.2K
0
-100%
增持
ORCL
ORACLE CORP
-$200.5K
2,332
+0%
清仓
—
MORGAN STANLEY ETF TRUST
-$194.3K
0
-100%
增持
CSCO
CISCO SYS INC
+$193.5K
3,400
+240%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$188.4K
12,560
建仓
ABNB
AIRBNB INC
+$185.9K
1,370
增持
IJJ
ISHARES TR
+$182.4K
13,520
+10%
建仓
QQQE
DIREXION SHS ETF TR
+$181.0K
1,769
建仓
NPFD
NUVEEN VRIABL RAT PFD & INM
+$177.9K
9,347
建仓
VBK
VANGUARD INDEX FDS
+$176.4K
584
建仓
PSCT
INVESCO EXCH TRADED FD TR II
+$176.1K
3,111
增持
CMCSA
COMCAST CORP NEW
+$172.4K
6,923
+531%
增持
GE
GE AEROSPACE
+$163.8K
858
+156%
增持
IJT
ISHARES TR
+$152.4K
10,727
+11%
建仓
BHM
BLUEROCK HOMES TRUST INC
+$149.4K
14,000
建仓
NOBL
PROSHARES TR
+$148.0K
1,422
增持
WFC
WELLS FARGO CO NEW
+$145.6K
15,240
+0%
建仓
BDX
BECTON DICKINSON & CO
+$143.9K
741
减持
AMAT
APPLIED MATLS INC
+$143.8K
3,293
-4%
减持
VEEV
VEEVA SYS INC
-$139.5K
1,628
-4%
建仓
TCAF
T ROWE PRICE ETF INC
+$137.6K
3,600
建仓
PIO
INVESCO EXCH TRADED FD TR II
+$134.1K
3,038
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$131.9K
26,571
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$130.8K
47,313
+9%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$129.5K
846
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$129.2K
36,737
-9%
增持
UNP
UNION PAC CORP
+$127.6K
626
+758%
增持
JNJ
JOHNSON & JOHNSON
+$126.5K
1,557
+48%
增持
GLD
SPDR GOLD TR
+$118.8K
2,257
+3%
增持
OMC
OMNICOM GROUP INC
+$118.1K
1,551
+1663%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$115.7K
2,912
建仓
MPLX
MPLX LP
+$113.8K
2,133
增持
NEE
NEXTERA ENERGY INC
+$112.7K
13,247
+5%
建仓
PMBS
PIMCO ETF TR
+$111.8K
2,250
建仓
PDEC
INNOVATOR ETFS TRUST
+$107.8K
2,485
增持
IWP
ISHARES TR
+$107.0K
12,304
+11%
减持
IQV
IQVIA HLDGS INC
+$106.7K
4,069
-5%
增持
NVDA
NVIDIA CORPORATION
+$106.6K
4,045
+17%
增持
WMT
WALMART INC
+$105.0K
3,021
+34%
减持
IJR
ISHARES TR
+$104.2K
157,717
-1%
减持
DIS
DISNEY WALT CO
-$103.4K
5,864
-13%
增持
SCHG
SCHWAB STRATEGIC TR
+$103.3K
11,810
+34%
清仓
BX
BLACKSTONE INC
-$102.0K
0
-100%
增持
AVIV
AMERICAN CENTY ETF TR
+$101.6K
21,568
+1%
增持
AXP
AMERICAN EXPRESS CO
+$100.7K
531
+84%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$100.6K
2,515
增持
GEV
GE VERNOVA INC
+$98.5K
190
+352%
减持
UNH
UNITEDHEALTH GROUP INC
-$98.0K
1,231
-16%
增持
ABBV
ABBVIE INC
+$97.1K
1,261
+53%
建仓
VFH
VANGUARD WORLD FD
+$94.1K
705
减持
MA
MASTERCARD INCORPORATED
-$92.8K
1,924
-8%
增持
T
AT&T INC
+$90.8K
4,611
+448%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$88.9K
3,379
+25%
减持
TGRW
T ROWE PRICE ETF INC
-$85.2K
47,785
-5%
建仓
SCHR
SCHWAB STRATEGIC TR
+$84.5K
3,367
增持
SOLV
SOLVENTUM CORP
+$81.8K
1,098
+1425%
增持
—
EXXON MOBIL CORP
+$80.9K
9,905
+1%
建仓
OKE
ONEOK INC NEW
+$80.7K
1,098
减持
VYM
VANGUARD WHITEHALL FDS
+$80.7K
33,063
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$80.6K
6,563
+8%
增持
EFA
ISHARES TR
+$80.6K
11,377
+5%
增持
PEP
PEPSICO INC
+$78.2K
2,213
+30%
减持
JPM
JPMORGAN CHASE & CO.
-$76.8K
20,439
-3%
减持
APD
AIR PRODS & CHEMS INC
-$76.4K
1,683
-7%
建仓
VDE
VANGUARD WORLD FD
+$75.6K
601
建仓
—
LINDE PLC
+$75.2K
176
增持
TGT
TARGET CORP
+$74.1K
1,102
+194%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$71.1K
52,196
+7%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$69.9K
238
增持
AEP
AMERICAN ELEC PWR CO INC
+$69.2K
998
+145%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$68.6K
11,335
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$68.1K
3,165
+29%
减持
MOAT
VANECK ETF TRUST
-$67.2K
8,696
-11%
减持
TTD
THE TRADE DESK INC
-$66.7K
151
-90%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$66.4K
1,690
建仓
REMX
VANECK ETF TRUST
+$66.2K
895
增持
MMM
3M CO
+$65.9K
761
+111%
清仓
LNG
CHENIERE ENERGY INC
-$65.8K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$65.7K
8,547
+42%
建仓
GLAD
GLADSTONE CAPITAL CORP
+$63.5K
3,073
增持
COST
COSTCO WHSL CORP NEW
-$63.0K
1,310
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$63.0K
13,048
+4%
减持
MCK
MCKESSON CORP
-$62.7K
428
-20%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$60.7K
4,201
+1073%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$59.1K
1,451
增持
EFG
ISHARES TR
+$58.5K
11,014
+5%
增持
PSA
PUBLIC STORAGE OPER CO
+$58.4K
257
+786%
建仓
KLAC
KLA CORP
+$58.1K
48
建仓
IAU
ISHARES GOLD TR
+$57.4K
707
增持
INTC
INTEL CORP
+$57.3K
3,977
+49%
建仓
MAC
MACERICH CO
+$56.1K
3,038
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$55.9K
11,382
+4%
减持
AVEM
AMERICAN CENTY ETF TR
-$55.8K
408,482
-3%
增持
KO
COCA COLA CO
+$55.2K
5,240
+12%
增持
SPYM
SPDR SERIES TRUST
+$54.9K
2,397
+37%
建仓
HODL
VANECK BITCOIN ETF
+$54.6K
2,208
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$52.6K
1,070
减持
RTX
RTX CORPORATION
+$52.5K
3,598
-1%
减持
DEO
DIAGEO PLC
-$48.1K
2,385
-10%
增持
NFLX
NETFLIX INC
-$47.7K
1,870
+905%
增持
ABT
ABBOTT LABS
+$47.6K
866
+90%
增持
SPSM
SPDR SERIES TRUST
+$46.9K
1,034
+2941%
建仓
RDDT
REDDIT INC
+$46.0K
200
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$45.8K
4,063
-5%
增持
—
ASML HOLDING N V
+$44.9K
70
+126%
增持
ADI
ANALOG DEVICES INC
+$43.8K
1,664
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$43.2K
4,328
+51%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.1K
21,035
-1%
