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
NUE NUCOR CORP $9.02万0.01%405 51.2% $1,114 加仓
DFAX DIMENSIONAL ETF TRUST $9.12万0.01%2,475 00.0% — 不变
LIN LINDE PLC $9.20万0.01%177 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $9.24万0.01%5,212 00.0% — 不变
ICLN ISHARES TR $9.28万0.01%4,528 00.0% — 不变
PHYS SPROTT ASSET MANAGEMENT LP $9.65万0.01%3,200 00.0% — 不变
OKE ONEOK INC NEW $9.67万0.01%1,113 10.1% $87 加仓
VFH VANGUARD WORLD FD $9.74万0.01%740 253.5% $3,290 加仓
ORLY OREILLY AUTOMOTIVE INC $9.95万0.02%1,080 00.0% — 不变
PAVE GLOBAL X FDS $10.12万0.02%1,718 1,718— $10.12万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $10.29万0.02%836 749.7% $9,111 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $10.48万0.02%2,515 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $10.54万0.02%428 00.0% — 不变
PDEC INNOVATOR ETFS TRUST $10.60万0.02%2,310 -125-5.1% -$5,736 减仓
AMD ADVANCED MICRO DEVICES INC $11.04万0.02%190 00.0% — 不变
PMBS PIMCO ETF TR $11.11万0.02%2,250 00.0% — 不变
OEF ISHARES TR $11.42万0.02%312 00.0% — 不变
KLAC KLA CORP $11.43万0.02%379 -101-21.0% -$3.05万 减仓
BIV VANGUARD BD INDEX FDS $11.51万0.02%1,500 00.0% — 不变
GNOV FIRST TR EXCHNG TRADED FD VI $11.91万0.02%2,849 -63-2.2% -$2,633 减仓
BSV VANGUARD BD INDEX FDS $11.92万0.02%1,530 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $11.93万0.02%2,847 00.0% — 不变
QUAL ISHARES TR $11.96万0.02%545 00.0% — 不变
NOBL PROSHARES TR $12.06万0.02%2,148 -182-7.8% -$1.02万 减仓
— MORGAN STANLEY ETF TRUST $12.16万0.02%1,335 00.0% — 不变
MPLX MPLX LP $12.24万0.02%2,173 00.0% — 不变
MMM 3M CO $12.35万0.02%763 00.0% — 不变
VV VANGUARD INDEX FDS $12.62万0.02%367 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $12.67万0.02%255 -27-9.6% -$1.34万 减仓
AGG ISHARES TR $12.77万0.02%1,290 00.0% — 不变
CMCSA COMCAST CORP NEW $12.91万0.02%5,259 -903-14.7% -$2.22万 减仓
NFLX NETFLIX INC. $13.35万0.02%1,870 00.0% — 不变
TCAF T ROWE PRICE EXCHANGE-TRADED $13.38万0.02%3,255 -320-9.0% -$1.32万 减仓
— INVESCO EXCH TRADED FD TR II $13.70万0.02%3,047 60.2% $270 加仓
AEP AMERICAN ELEC PWR CO INC $13.75万0.02%1,005 30.3% $410 加仓
SO SOUTHERN CO $13.88万0.02%1,450 00.0% — 不变
— LEGG MASON ETF INVT $13.89万0.02%2,498 00.0% — 不变
ASML ASML HLDG NV $13.93万0.02%70 00.0% — 不变
URI UNITED RENTALS INC $14.16万0.02%125 00.0% — 不变
CRM SALESFORCE INC $14.35万0.02%916 -387-29.7% -$6.06万 减仓
SCHA SCHWAB STRATEGIC TR $14.39万0.02%3,984 -171-4.1% -$6,178 减仓
TGT TARGET CORP $14.45万0.02%1,106 40.4% $522 加仓
VEU VANGUARD INTL EQUITY INDEX F $14.77万0.02%1,764 00.0% — 不变
RAAX VANECK ETF TRUST $14.87万0.02%3,749 2537.2% $1.00万 加仓
IWV ISHARES TR $15.14万0.02%355 00.0% — 不变
FSLR FIRST SOLAR INC $15.46万0.02%655 -65-9.0% -$1.53万 减仓
MAS MASCO CORP $15.63万0.02%1,920 -508-20.9% -$4.13万 减仓
— BLUEROCK HOMES TRUST INC $15.81万0.02%17,571 1851.1% $1,665 加仓
ISRG INTUITIVE SURGICAL INC $16.03万0.02%403 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $16.11万0.02%840 263.2% $4,986 加仓
VEEV VEEVA SYS INC $16.15万0.02%910 -663-42.1% -$11.77万 减仓
MRK MERCK & CO INC $16.16万0.02%1,257 00.0% — 不变
UBER UBER TECHNOLOGIES INC $16.21万0.02%2,246 -24-1.1% -$1,732 减仓
SCHM SCHWAB STRATEGIC TR $16.93万0.03%4,593 00.0% — 不变
VTIP VANGUARD MALVERN FDS $17.08万0.03%3,400 00.0% — 不变
UNP UNION PAC CORP $17.22万0.03%633 30.5% $816 加仓
TMO THERMO FISHER SCIENTIFIC INC $17.40万0.03%347 -32-8.4% -$1.60万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $17.45万0.03%1,328 -247-15.7% -$3.25万 减仓
VBK VANGUARD INDEX FDS $17.73万0.03%485 30.6% $1,097 加仓
AXP AMERICAN EXPRESS CO $17.97万0.03%531 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $18.65万0.03%1,810 00.0% — 不变
ABNB AIRBNB INC $19.03万0.03%1,330 -65-4.7% -$9,302 减仓
RPG INVESCO EXCHANGE TRADED FD T $19.33万0.03%3,027 00.0% — 不变
VHT VANGUARD WORLD FD $19.77万0.03%661 -41-5.8% -$1.23万 减仓
KR KROGER CO $20.10万0.03%3,619 -319-8.1% -$1.77万 减仓
MDT MEDTRONIC PLC $20.32万0.03%2,597 -114-4.2% -$8,918 减仓
MU MICRON TECHNOLOGY INC $20.66万0.03%179 104138.7% $12.00万 加仓
IWB ISHARES TR $21.13万0.03%516 -26-4.8% -$1.06万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $21.14万0.03%4,725 00.0% — 不变
DES WISDOMTREE TR $21.22万0.03%5,216 320.6% $1,302 加仓
MCK MCKESSON CORP $21.42万0.03%283 -13-4.4% -$9,838 减仓
QQQE DIREXION SHARES ETF TRUST $21.58万0.03%1,769 00.0% — 不变
ISCG ISHARES TR $21.76万0.03%3,320 -299-8.3% -$1.96万 减仓
USB US BANCORP $22.17万0.03%3,670 00.0% — 不变
BA BOEING CO $22.19万0.03%1,025 00.0% — 不变
GEV GE VERNOVA INC $22.49万0.03%191 -19-9.0% -$2.24万 减仓
ACWI ISHARES TR $22.65万0.03%1,443 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $23.10万0.04%8,341 -32-0.4% -$886 减仓
SLV ISHARES SILVER TR $23.33万0.04%4,363 2997.4% $1.60万 加仓
EEM ISHARES TR $23.74万0.04%3,470 00.0% — 不变
XLV SELECT SECTOR SPDR TR $24.62万0.04%1,552 60.4% $952 加仓
MCD MCDONALDS CORP $24.87万0.04%920 -105-10.2% -$2.84万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $25.18万0.04%19,352 1,0365.7% $1.35万 加仓
ECL ECOLAB INC $25.59万0.04%918 -78-7.8% -$2.17万 减仓
HD HOME DEPOT INC $25.67万0.04%728 -103-12.4% -$3.63万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $26.07万0.04%8,869 -302-3.3% -$8,879 减仓
UL UNILEVER PLC $26.31万0.04%4,377 -1,076-19.7% -$6.47万 减仓
IWF ISHARES TR $26.57万0.04%2,140 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $26.71万0.04%911 -178-16.3% -$5.22万 减仓
LOW LOWES COS INC $28.39万0.04%1,287 -26-2.0% -$5,735 减仓
PEP PEPSICO INC $28.57万0.04%2,110 -22-1.0% -$2,979 减仓
PSCT INVESCO EXCH TRADED FD TR II $28.75万0.04%3,111 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $29.99万0.05%4,001 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $30.47万0.05%4,411 00.0% — 不变
VTES VANGUARD WELLINGTON FD $30.90万0.05%3,050 60024.5% $6.08万 加仓
ABBV ABBVIE INC $31.10万0.05%1,236 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $31.60万0.05%1,124 -43-3.7% -$1.21万 减仓
WDC WESTERN DIGITAL CORP $31.94万0.05%500 00.0% — 不变
QCOM QUALCOMM INC $32.17万0.05%1,741 -1,012-36.8% -$18.70万 减仓
GE GE AEROSPACE $32.37万0.05%866 70.8% $2,616 加仓