13F 机构持仓

Ritter Daniher Financial Advisory LLC / DE

CINCINNATI OH · SEC CIK 0001936603

2026Q22026Q1 更早 9 个季度 🔒
$6.57亿2026Q2 申报市值
602持仓数
61.3%前十大占比 · 第一大 16.0%
40 / 29新建仓 / 清仓
申报市值走势$6.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 16.0%
DGRO 7.6%
PYLD 7.3%
IEFA 5.7%
AVEM 5.7%
IJH 5.0%
VNLA 4.9%
IJR 3.5%
QGRW 3.5%
VOO 2.1%

2026Q2 买入最多 按季末市值估算

VNLA 加仓+$340.63万
FIRST TR EXCHNG 新建仓+$178.18万
PYLD 加仓+$173.63万
SPYM 加仓+$164.95万
DGRO 加仓+$123.33万

2026Q2 卖出最多 按季末市值估算

DOCT 减仓-$131.17万
AVEM 减仓-$99.99万
JEPI 减仓-$96.60万
IVV 减仓-$94.06万
FIRST TR EXCHNG 减仓-$73.13万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
RUN SUNRUN INC $1.10万0.00%820 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1.10万0.00%464 00.0% — 不变
EMBJ EMBRAER S.A. $1.12万0.00%175 175— $1.12万 新建仓
RL RALPH LAUREN CORP $1.12万0.00%28 00.0% — 不变
CMS CMS ENERGY CORP $1.12万0.00%147 00.0% — 不变
SMB VANECK ETF TRUST $1.13万0.00%650 20.3% $35 加仓
ARTY ISHARES TR $1.14万0.00%149 3025.2% $2,288 加仓
DOV DOVER CORP $1.14万0.00%51 00.0% — 不变
NI NISOURCE INC $1.15万0.00%241 00.0% — 不变
BP BP PLC $1.15万0.00%311 -200-39.1% -$7,390 减仓
PRF INVESCO EXCHANGE TRADED FD T $1.15万0.00%213 00.0% — 不变
SOXX ISHARES TR $1.15万0.00%18 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.15万0.00%320 00.0% — 不变
ARKW ARK ETF TR $1.18万0.00%81 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $1.19万0.00%700 00.0% — 不变
ROST ROSS STORES INC $1.19万0.00%56 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $1.20万0.00%18 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $1.21万0.00%225 41.8% $216 加仓
LIT GLOBAL X FDS $1.23万0.00%157 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.23万0.00%81 00.0% — 不变
EME EMCOR GROUP INC $1.25万0.00%15 00.0% — 不变
ETR ENTERGY CORP NEW $1.26万0.00%110 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1.27万0.00%72 00.0% — 不变
NEAR ISHARES U S ETF TR $1.27万0.00%250 00.0% — 不变
AME AMETEK INC $1.28万0.00%53 00.0% — 不变
MO ALTRIA GROUP INC $1.28万0.00%179 31.7% $215 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $1.29万0.00%950 00.0% — 不变
XEL XCEL ENERGY INC $1.30万0.00%162 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $1.31万0.00%221 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $1.31万0.00%273 12787.0% $6,108 加仓
SLVP ISHARES INC $1.33万0.00%430 430— $1.33万 新建仓
FJAN FIRST TR EXCHNG TRADED FD VI $1.38万0.00%250 00.0% — 不变
— ETF SER SOLUTIONS $1.38万0.00%400 400— $1.38万 新建仓
WEC WEC ENERGY GROUP INC $1.39万0.00%119 00.0% — 不变
MOG/A MOOG INC $1.40万0.00%33 33— $1.40万 新建仓
L LOEWS CORP $1.42万0.00%125 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $1.42万0.00%392 10.3% $36 加仓
TROW PRICE T ROWE GROUP INC $1.42万0.00%125 -84-40.2% -$9,550 减仓
IT GARTNER INC $1.43万0.00%110 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $1.46万0.00%75 00.0% — 不变
— GLOBAL X FDS $1.47万0.00%752 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1.55万0.00%376 283304.3% $1.17万 加仓
DGX QUEST DIAGNOSTICS INC $1.57万0.00%74 00.0% — 不变
WPC WP CAREY INC $1.59万0.00%223 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP $1.63万0.00%862 00.0% — 不变
XLU SELECT SECTOR SPDR TR $1.63万0.00%360 00.0% — 不变
CHAT TIDAL TRUST II $1.65万0.00%167 63.7% $592 加仓
PH PARKER-HANNIFIN CORP $1.68万0.00%17 00.0% — 不变
CB CHUBB LIMITED $1.70万0.00%50 00.0% — 不变
XT ISHARES TR $1.72万0.00%208 00.0% — 不变
AON AON PLC $1.72万0.00%52 00.0% — 不变
LMT LOCKHEED MARTIN CORP $1.73万0.00%34 00.0% — 不变
JKS JINKOSOLAR HLDG CO LTD $1.73万0.00%1,028 00.0% — 不变
XYL XYLEM INC $1.73万0.00%147 10.7% $118 加仓
LINC LINCOLN EDL SVCS CORP $1.75万0.00%350 00.0% — 不变
CSIQ CANADIAN SOLAR INC $1.78万0.00%1,110 00.0% — 不变
NXT NEXTPOWER INC $1.79万0.00%150 -150-50.0% -$1.79万 减仓
PAG PENSKE AUTOMOTIVE GRP INC $1.79万0.00%100 100— $1.79万 新建仓
LAND GLADSTONE LD CORP $1.80万0.00%2,109 311.5% $264 加仓
OBDC BLUE OWL CAPITAL CORPORATION $1.84万0.00%1,688 -1,531-47.6% -$1.66万 减仓
IYC ISHARES TR $1.92万0.00%190 00.0% — 不变
MET METLIFE INC $1.92万0.00%227 10.4% $85 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $1.93万0.00%224 00.0% — 不变
PDP INVESCO EXCHANGE TRADED FD T $1.97万0.00%130 00.0% — 不变
DOW DOW HLDGS INC $1.99万0.00%727 00.0% — 不变
KVUE KENVUE INC $1.99万0.00%1,042 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.04万0.00%352 -189-34.9% -$1.09万 减仓
CI THE CIGNA GROUP $2.04万0.00%74 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2.06万0.00%133 -6-4.3% -$929 减仓
CHWY CHEWY INC $2.06万0.00%1,050 00.0% — 不变
MTZ MASTEC INC $2.08万0.00%50 -100-66.7% -$4.16万 减仓
STT STATE STR CORP $2.09万0.00%123 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $2.11万0.00%226 00.0% — 不变
CCL CARNIVAL CORP LTD $2.12万0.00%743 743— $2.12万 新建仓
FTNT FORTINET INC $2.15万0.00%140 00.0% — 不变
JOBY JOBY AVIATION INC $2.16万0.00%2,425 00.0% — 不变
THG HANOVER INS GROUP INC $2.18万0.00%102 00.0% — 不变
SNX TD SYNNEX CORPORATION $2.19万0.00%82 00.0% — 不变
DLS WISDOMTREE TR $2.24万0.00%268 51.9% $418 加仓
BABA ALIBABA GROUP HLDG LTD $2.31万0.00%241 83.4% $768 加仓
PLTR PALANTIR TECHNOLOGIES INC $2.32万0.00%199 -895-81.8% -$10.44万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $2.34万0.00%362 00.0% — 不变
FR FIRST INDL RLTY TR INC $2.37万0.00%386 00.0% — 不变
VIK VIKING HOLDINGS LTD $2.40万0.00%229 00.0% — 不变
ITA ISHARES TR $2.42万0.00%100 00.0% — 不变
LRCX LAM RESEARCH CORP $2.46万0.00%57 00.0% — 不变
— GLADSTONE INVT CORP $2.46万0.00%1,594 241.5% $371 加仓
SUSC ISHARES TR $2.47万0.00%1,065 121.1% $278 加仓
MYRG MYR GROUP INC $2.50万0.00%50 -50-50.0% -$2.50万 减仓
APLD APPLIED DIGITAL CORP $2.50万0.00%671 00.0% — 不变
STE STERIS PLC $2.53万0.00%120 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $2.53万0.00%89 00.0% — 不变
ASA ASA GOLD AND PRECIOUS MTLS L $2.60万0.00%500 00.0% — 不变
IGSB ISHARES TR $2.62万0.00%500 00.0% — 不变
SLYG SPDR SERIES TRUST $2.62万0.00%220 00.0% — 不变
TRFK PACER FDS TR $2.67万0.00%250 250— $2.67万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $2.67万0.00%803 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $2.70万0.00%100 -45-31.0% -$1.22万 减仓
— WARNER BROS DISCOVERY INC $2.72万0.00%1,021 1,021— $2.72万 新建仓
ED CONSOLIDATED EDISON INC $2.77万0.00%250 00.0% — 不变