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
AEIS ADVANCED ENERGY INDS $2.80万0.00%75 -100-57.1% -$3.73万 减仓
IBRX IMMUNITYBIO INC $2.89万0.00%3,305 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.99万0.00%982 151.6% $457 加仓
— INVESCO EXCH TRADED FD TR II $3.05万0.00%1,558 60.4% $118 加仓
DNN DENISON MINES CORP $3.06万0.00%10,000 00.0% — 不变
SHW SHERWIN WILLIAMS CO $3.06万0.00%89 00.0% — 不变
ORI OLD REP INTL CORP $3.07万0.00%750 00.0% — 不变
LULU LULULEMON ATHLETICA INC $3.07万0.00%269 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $3.09万0.00%504 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $3.09万0.00%975 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $3.10万0.00%125 00.0% — 不变
VNQ VANGUARD INDEX FDS $3.11万0.00%323 30.9% $289 加仓
MRVL MARVELL TECHNOLOGY INC $3.13万0.00%105 00.0% — 不变
ENPH ENPHASE ENERGY INC $3.15万0.00%640 00.0% — 不变
CRWV COREWEAVE INC $3.19万0.00%320 00.0% — 不变
WTRG ESSENTIAL UTILS INC $3.22万0.00%842 81.0% $306 加仓
IVOG VANGUARD ADMIRAL FDS INC $3.23万0.00%221 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $3.26万0.00%240 00.0% — 不变
PRU PRUDENTIAL FINL INC $3.28万0.00%304 -259-46.0% -$2.80万 减仓
SJM SMUCKER J M CO $3.46万0.01%307 20.7% $225 加仓
RDDT REDDIT INC $3.47万0.01%200 00.0% — 不变
AMP AMERIPRISE FINL INC $3.49万0.01%76 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $3.50万0.01%305 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $3.51万0.01%7,601 1381.8% $638 加仓
ILCG ISHARES TR $3.52万0.01%301 00.0% — 不变
XLE SELECT SECTOR SPDR TR $3.53万0.01%665 -196-22.8% -$1.04万 减仓
CSX CSX CORP $3.56万0.01%750 00.0% — 不变
HUM HUMANA INC $3.58万0.01%90 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $3.60万0.01%400 00.0% — 不变
HODL VANECK BITCOIN ETF $3.67万0.01%2,208 00.0% — 不变
KTB KONTOOR BRANDS INC $3.69万0.01%443 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $3.80万0.01%1,092 00.0% — 不变
DEO DIAGEO PLC $3.82万0.01%475 -304-39.0% -$2.44万 减仓
AA ALCOA CORP $3.82万0.01%733 00.0% — 不变
WS WORTHINGTON STL INC $3.86万0.01%1,150 00.0% — 不变
PPL PPL CORP $3.93万0.01%1,081 80.7% $291 加仓
VPU VANGUARD WORLD FD $3.95万0.01%202 10.5% $195 加仓
— WISDOMTREE TR $4.03万0.01%308 20.7% $262 加仓
VWO VANGUARD INTL EQUITY INDEX F $4.08万0.01%684 22348.4% $1.33万 加仓
NKE NIKE INC $4.08万0.01%995 20.2% $82 加仓
APOG APOGEE ENTERPRISES INC $4.28万0.01%936 60.6% $275 加仓
DCI DONALDSON INC $4.29万0.01%477 10.2% $90 加仓
ALAI THE ALGER ETF TRUST $4.29万0.01%940 00.0% — 不变
NVO NOVO-NORDISK A S $4.29万0.01%895 00.0% — 不变
CLS CELESTICA INC $4.41万0.01%121 00.0% — 不变
PEBO PEOPLES BANCORP INC $4.58万0.01%1,193 151.3% $576 加仓
UNIT UNITI GROUP LLC $4.63万0.01%4,039 00.0% — 不变
NVT NVENT ELEC PLC $4.66万0.01%275 -100-26.7% -$1.69万 减仓
PSA PUBLIC STORAGE $4.77万0.01%150 -109-42.1% -$3.47万 减仓
— FIDELITY COVINGTON TRUST $4.80万0.01%1,970 00.0% — 不变
— ISHARES TR $4.85万0.01%919 00.0% — 不变
SHY ISHARES TR $4.93万0.01%600 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $4.93万0.01%4,010 942.4% $1,156 加仓
SCHR SCHWAB STRATEGIC TR $4.94万0.01%2,005 201.0% $493 加仓
SPHY SPDR SERIES TRUST $4.95万0.01%2,350 2,350— $4.95万 新建仓
ADBE ADOBE INC $5.02万0.01%245 -167-40.5% -$3.42万 减仓
NOC NORTHROP GRUMMAN CORP $5.09万0.01%100 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $5.12万0.01%1,014 -79-7.2% -$3,989 减仓
SRE SEMPRA $5.13万0.01%553 00.0% — 不变
ANET ARISTA NETWORKS INC $5.16万0.01%304 00.0% — 不变
IAU ISHARES GOLD TR $5.34万0.01%707 00.0% — 不变
DECK DECKERS OUTDOOR CORP $5.64万0.01%568 00.0% — 不变
DAL DELTA AIR LINES INC $5.66万0.01%604 00.0% — 不变
OMC OMNICOM GROUP INC $5.70万0.01%783 -246-23.9% -$1.79万 减仓
WOR WORTHINGTON ENTERPRISES INC $5.76万0.01%1,071 00.0% — 不变
— DIMENSIONAL ETF TRUST $5.82万0.01%832 00.0% — 不变
SPSM SPDR SERIES TRUST $5.96万0.01%1,034 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $6.00万0.01%268 -134-33.3% -$3.00万 减仓
THNQ EXCHANGE TRADED CONCEPTS TRU $6.04万0.01%662 -84-11.3% -$7,665 减仓
NPFD NUVEEN VRIABL RAT PFD & INM $6.15万0.01%3,269 -1,498-31.4% -$2.82万 减仓
VZ VERIZON COMMUNICATIONS INC $6.16万0.01%1,454 -20-1.4% -$847 减仓
CTVA CORTEVA INC $6.17万0.01%729 00.0% — 不变
— GLADSTONE CAP CORP $6.26万0.01%3,222 742.4% $1,437 加仓
ESGD ISHARES TR $6.37万0.01%620 00.0% — 不变
ICLR ICON PUB LTD CO $6.44万0.01%371 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6.49万0.01%1,913 00.0% — 不变
ALAB ASTERA LABS INC $6.62万0.01%137 137— $6.62万 新建仓
SBUX STARBUCKS CORP $6.68万0.01%654 -215-24.7% -$2.20万 减仓
BDX BECTON DICKINSON & CO $6.70万0.01%443 -143-24.4% -$2.16万 减仓
ENB ENBRIDGE INC $6.77万0.01%1,249 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $6.79万0.01%1,635 -55-3.3% -$2,285 减仓
VXUS VANGUARD STAR FDS $6.84万0.01%800 00.0% — 不变
XJH ISHARES TR $6.86万0.01%1,316 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $6.92万0.01%238 00.0% — 不变
SNY SANOFI SA $7.01万0.01%1,644 -2,682-62.0% -$11.44万 减仓
GLW CORNING INC $7.02万0.01%275 00.0% — 不变
CNI CANADIAN NATL RY CO $7.15万0.01%600 00.0% — 不变
XLP SELECT SECTOR SPDR TR $7.24万0.01%872 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $7.49万0.01%1,021 30.3% $220 加仓
GPIX GOLDMAN SACHS ETF TR $7.50万0.01%1,350 00.0% — 不变
T AT&T INC $7.64万0.01%3,690 -960-20.6% -$1.99万 减仓
MAC MACERICH CO $7.72万0.01%3,065 00.0% — 不变
ABT ABBOTT LABORATORIES $7.86万0.01%866 00.0% — 不变
REMX VANECK ETF TRUST $7.92万0.01%895 00.0% — 不变
VDE VANGUARD WORLD FD $8.11万0.01%540 30.6% $451 加仓
VO VANGUARD INDEX FDS $8.22万0.01%1,020 00.0% — 不变
VOT VANGUARD INDEX FDS $8.42万0.01%275 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $8.55万0.01%1,896 00.0% — 不变
CINF CINCINNATI FINL CORP $8.81万0.01%476 00.0% — 不变
CMI CUMMINS INC $8.92万0.01%125 00.0% — 不变