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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 56
减持 83
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VNLA
JANUS DETROIT STR TR
+$5.1M
585,593
+23%
减持
IVV
ISHARES TR
-$4.7M
141,785
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.9M
52,800
-56%
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
PYLD
PIMCO ETF TR
+$1.6M
1,748,353
+5%
增持
DGRO
ISHARES TR
+$1.4M
642,658
+2%
增持
MSFT
MICROSOFT CORP
-$1.2M
10,869
+1%
增持
SPYM
SPDR SERIES TRUST
+$1.1M
17,210
+618%
增持
IEFA
ISHARES TR
+$806.7K
385,179
+1%
减持
AVEM
AMERICAN CENTY ETF TR
+$711.7K
399,267
-2%
减持
AAPL
APPLE INC
-$690.2K
35,990
-0%
减持
VOO
VANGUARD INDEX FDS
-$635.8K
19,707
-0%
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$596.8K
109,498
-9%
减持
JPM
JPMORGAN CHASE & CO
-$583.5K
20,405
-0%
减持
GOOGL
ALPHABET INC
-$550.9K
18,696
-1%
减持
AMZN
AMAZON COM INC
-$520.5K
22,069
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$512.1K
316,752
+3%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$507.3K
10,185
减持
IJH
ISHARES TR
+$506.9K
423,493
-1%
减持
—
EXXON MOBIL CORP
+$479.9K
9,854
-1%
减持
IJR
ISHARES TR
+$456.3K
156,148
-1%
减持
PG
PROCTER & GAMBLE CO
-$454.4K
73,055
-5%
减持
LCNB
LCNB CORP
-$440.9K
544,927
-0%
增持
QQQ
INVESCO QQQ TR
-$387.5K
12,272
+1%
增持
BKNG
BOOKING HOLDINGS INC
-$344.4K
308
+1%
减持
META
META PLATFORMS INC
-$318.1K
3,368
-1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$299.9K
12,220
-14%
减持
SPYG
SPDR SERIES TRUST
-$298.2K
30,853
-1%
减持
VUG
VANGUARD INDEX FDS
-$293.9K
5,213
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$291.8K
27,054
+2%
减持
AMAT
APPLIED MATLS INC
+$278.0K
3,289
-0%
增持
TSLA
TESLA INC
-$266.8K
3,427
+0%
减持
IQV
IQVIA HLDGS INC
-$257.0K
3,871
-5%
减持
WFC
WELLS FARGO & CO
-$252.9K
14,664
-4%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$228.5K
2,701
-7%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$227.8K
20,797
-13%
减持
EBAY
EBAY INC.
-$224.8K
100
-96%
增持
QGRW
WISDOMTREE TR
-$213.7K
336,078
+9%
增持
TGRW
T ROWE PRICE ETF INC
-$212.8K
49,037
+3%
减持
GOOG
ALPHABET INC
-$206.0K
6,654
-1%
增持
V
VISA INC
-$201.3K
4,191
+0%
清仓
PFFD
GLOBAL X FDS
-$197.2K
0
-100%
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$192.6K
4,725
+2454%
增持
AVIV
AMERICAN CENTY ETF TR
+$184.3K
22,993
+7%
增持
LLY
ELI LILLY & CO
+$181.8K
1,504
+35%
减持
IJK
ISHARES TR
-$175.6K
15,490
-13%
减持
ADBE
ADOBE INC
-$171.8K
412
-47%
增持
NEE
NEXTERA ENERGY INC
+$168.3K
13,262
+0%
减持
IJJ
ISHARES TR
-$162.6K
12,200
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$157.9K
20,762
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$154.9K
1,290
-2%
减持
OEF
ISHARES TR
-$150.1K
312
-57%
减持
DEO
DIAGEO PLC
-$147.7K
779
-67%
减持
COP
CONOCOPHILLIPS
+$147.6K
4,032
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$145.4K
19,312
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$145.1K
4,083
+0%
减持
IWP
ISHARES TR
-$144.2K
12,025
-2%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$132.9K
49,570
-5%
减持
IVW
ISHARES TR
-$131.3K
10,201
-2%
增持
MA
MASTERCARD INCORPORATED
-$131.2K
1,936
+1%
减持
CVX
CHEVRON CORPORATION
+$127.4K
3,149
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$126.4K
1,034
-16%
减持
CRM
SALESFORCE INC
-$118.6K
1,303
-5%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$115.8K
18,316
+46%
减持
SCHW
SCHWAB CHARLES CORP
-$115.6K
15,298
-2%
增持
QCOM
QUALCOMM INC
-$114.4K
2,753
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$112.6K
32,801
-1%
减持
VTV
VANGUARD INDEX FDS
+$112.3K
23,207
-0%
增持
RAAX
VANECK ETF TRUST
+$110.5K
3,496
+283%
增持
ORCL
ORACLE CORP
-$109.4K
2,346
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$105.2K
379
+171%
建仓
QUAL
ISHARES TR
+$104.5K
545
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$103.5K
108,266
+3%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$102.1K
93,296
-1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$99.6K
1,089
-35%
增持
DIS
DISNEY WALT CO
-$96.9K
5,917
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$95.6K
762
+408%
减持
MCK
MCKESSON CORP
-$94.6K
296
-31%
减持
BP
BP PLC
-$92.0K
511
-85%
减持
NPFD
NUVEEN VRIABL RAT PFD & INM
-$91.3K
4,767
-49%
清仓
CAVA
CAVA GROUP INC
-$91.0K
0
-100%
减持
UL
UNILEVER PLC
-$89.3K
5,453
-11%
减持
VEEV
VEEVA SYS INC
-$87.1K
1,573
-3%
减持
AVGO
BROADCOM INC
-$81.4K
1,734
-3%
增持
ADI
ANALOG DEVICES INC
+$80.8K
1,672
+0%
减持
FSLR
FIRST SOLAR INC
-$78.7K
720
-15%
减持
MOAT
VANECK ETF TRUST
-$74.4K
8,543
-2%
建仓
XLP
SELECT SECTOR SPDR TR
+$71.5K
872
减持
FPE
FIRST TR EXCH TRADED FD III
-$70.7K
125,638
-1%
增持
IJS
ISHARES TR
+$70.6K
8,525
+3%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$67.0K
51,265
-1%
减持
BAC
BANK AMERICA CORP
-$61.6K
8,661
-2%
增持
—
CHECK POINT SOFTWARE TECH LT
-$60.6K
1,575
+2%
增持
GEV
GE VERNOVA INC
+$59.3K
210
+11%
建仓
RSPE
INVESCO EXCH TRADED FD TR II
+$56.3K
1,913
减持
EFA
ISHARES TR
-$53.9K
10,693
-6%
减持
LECO
LINCOLN ELEC HLDGS INC
-$52.7K
2,030
-13%
减持
BDX
BECTON DICKINSON & CO
-$51.7K
586
-21%
减持
COR
CENCORA INC
-$51.4K
1,699
-2%
增持
BHM
BLUEROCK HOMES TRUST INC
+$48.1K
17,386
+24%
减持
OMC
OMNICOM GROUP INC
-$47.7K
1,029
-34%
增持
IWS
ISHARES TR
+$47.4K
3,344
+7%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$44.7K
1,093
-1%
减持
IWM
ISHARES TR
-$44.4K
2,894
-7%
增持
DUK
DUKE ENERGY CORP NEW
+$44.4K
3,172
+0%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$42.7K
53,385
-0%
减持
VOE
VANGUARD INDEX FDS
+$42.2K
6,626
-0%
减持
HPQ
HP INC
-$42.2K
3
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.0K
6,513
-1%
增持
AEIS
ADVANCED ENERGY INDS
+$40.8K
175
+133%
增持
SCHG
SCHWAB STRATEGIC TR
-$39.9K
11,855
+0%
减持
MAS
MASCO CORP
-$39.6K
2,428
-17%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$38.8K
0
-100%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$37.6K
11,326
-0%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$37.6K
11,414
+1%
清仓
FISV
FISERV INC
-$37.5K
0
-100%
增持
MTZ
MASTEC INC
+$37.4K
150
+200%
减持
IWV
ISHARES TR
-$36.7K
355
-18%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$36.1K
1,608
+24%
增持
RTX
RTX CORPORATION
+$35.2K
3,603
+0%
减持
SCHR
SCHWAB STRATEGIC TR
-$35.0K
1,985
-41%
建仓
CLS
CELESTICA INC
+$34.1K
121
增持
EFG
ISHARES TR
+$32.9K
11,562
+5%
清仓
NOW
SERVICENOW INC
-$32.9K
0
-100%
增持
INTC
INTEL CORP
+$31.1K
4,030
+1%
减持
VBK
VANGUARD INDEX FDS
-$30.7K
482
-17%
增持
SCHX
SCHWAB STRATEGIC TR
-$30.1K
48,485
+2%
减持
CMCSA
COMCAST CORP NEW
-$30.0K
6,162
-11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$29.4K
1,764
-20%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$29.2K
1,094
+49%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$28.2K
421
-45%
增持
NVDA
NVIDIA CORPORATION
-$27.8K
4,166
+3%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$27.7K
2,185
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$26.8K
5,738
-3%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$26.7K
54,675
+5%
增持
CHWY
CHEWY INC
+$26.7K
1,050
+2000%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$26.7K
3,599
+7%
建仓
IBRX
IMMUNITYBIO INC
+$25.4K
3,305
减持
COWZ
PACER FDS TR
-$24.7K
14,443
-6%
减持
NOBL
PROSHARES TR
-$24.6K
1,165
-18%
减持
ISCG
ISHARES TR
-$23.7K
3,619
-10%
减持
VBR
VANGUARD INDEX FDS
+$23.7K
4,922
-0%
减持
NVS
NOVARTIS AG
+$23.5K
3,107
-5%
增持
NXT
NEXTPOWER INC
+$23.1K
300
+100%
增持
—
MEDTRONIC PLC
-$21.7K
2,711
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$21.5K
402
+0%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
+$21.4K
36,246
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$20.9K
230
-61%
增持
GE
GE AEROSPACE
-$20.6K
859
+0%
减持
VHT
VANGUARD WORLD FD
-$20.6K
702
-5%
增持
T
AT&T INC
+$20.3K
4,650
+1%
