Ritter Daniher Financial Advisory LLC / DE
CINCINNATI OH · SEC CIK 0001936603
$5.89亿2026Q1 申报市值
590持仓数
60.6%前十大占比 · 第一大 15.7%
27 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VNLA 加仓+$527.41万
PYLD 加仓+$238.01万
QGRW 加仓+$140.91万
SPYM 加仓+$113.38万
DGRO 加仓+$89.01万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$380.56万
AVEM 减仓-$74.25万
PG 减仓-$54.12万
DJUL 减仓-$49.71万
IJK 减仓-$24.26万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $34.51万 | 0.06% | 2,346 | 14 | 0.6% | $2,060 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.53万 | 0.06% | 11,855 | 45 | 0.4% | $1,311 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $34.76万 | 0.06% | 15,311 | 62 | 0.4% | $1,407 | 加仓 |
| QCOM | QUALCOMM INC | $35.45万 | 0.06% | 2,753 | 11 | 0.4% | $1,417 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.20万 | 0.06% | 2,185 | 51 | 2.4% | $8,449 | 加仓 |
| ITOT | ISHARES TR | $37.16万 | 0.06% | 2,609 | 59 | 2.3% | $8,405 | 加仓 |
| WMT | WALMART INC | $37.55万 | 0.06% | 3,021 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.07万 | 0.06% | 1,557 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.37万 | 0.07% | 13,663 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $38.54万 | 0.07% | 702 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.50万 | 0.07% | 6,513 | -50 | -0.8% | -$3,033 | 减仓 |
| KO | COCA COLA CO | $39.85万 | 0.07% | 5,240 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $41.36万 | 0.07% | 3,599 | 220 | 6.5% | $2.53万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.54万 | 0.07% | 3,172 | 7 | 0.2% | $917 | 加仓 |
| VTI | VANGUARD INDEX FDS | $42.06万 | 0.07% | 1,311 | 3 | 0.2% | $962 | 加仓 |
| BAC | BANK AMERICA CORP | $42.22万 | 0.07% | 8,661 | -136 | -1.5% | -$6,630 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $45.59万 | 0.08% | 9,812 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $47.20万 | 0.08% | 2,209 | 14 | 0.6% | $2,992 | 加仓 |
| NVS | NOVARTIS AG | $47.46万 | 0.08% | 3,107 | -165 | -5.0% | -$2.52万 | 减仓 |
| IWS | ISHARES TR | $48.74万 | 0.08% | 3,344 | 225 | 7.2% | $3.28万 | 加仓 |
| DVY | ISHARES TR | $49.51万 | 0.08% | 3,270 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $50.50万 | 0.09% | 4,257 | -152 | -3.4% | -$1.80万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $50.56万 | 0.09% | 2,030 | -300 | -12.9% | -$7.47万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $50.73万 | 0.09% | 10,185 | 10,185 | — | $50.73万 | 新建仓 |
| IVE | ISHARES TR | $50.95万 | 0.09% | 2,413 | -11 | -0.5% | -$2,323 | 减仓 |
| ADI | ANALOG DEVICES INC | $53.20万 | 0.09% | 1,672 | 8 | 0.5% | $2,545 | 加仓 |
| COP | CONOCOPHILLIPS | $53.23万 | 0.09% | 4,032 | -77 | -1.9% | -$1.02万 | 减仓 |
| COR | CENCORA INC | $53.39万 | 0.09% | 1,699 | -34 | -2.0% | -$1.07万 | 减仓 |
| AVGO | BROADCOM INC | $53.67万 | 0.09% | 1,734 | -52 | -2.9% | -$1.61万 | 减仓 |
| DIS | DISNEY WALT CO | $57.03万 | 0.10% | 5,917 | 53 | 0.9% | $5,108 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $61.43万 | 0.10% | 13,635 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $65.15万 | 0.11% | 3,149 | -290 | -8.4% | -$6.00万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $65.81万 | 0.11% | 2,391 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $66.02万 | 0.11% | 3,871 | -198 | -4.9% | -$3.38万 | 减仓 |
| EFV | ISHARES TR | $66.90万 | 0.11% | 8,998 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $69.34万 | 0.12% | 4,194 | -56 | -1.3% | -$9,258 | 减仓 |
| RTX | RTX CORPORATION | $69.50万 | 0.12% | 3,603 | 5 | 0.1% | $965 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $69.73万 | 0.12% | 14,720 | -255 | -1.7% | -$1.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.09万 | 0.12% | 1,093 | -15 | -1.4% | -$9,757 | 减仓 |
| IWM | ISHARES TR | $71.77万 | 0.12% | 2,894 | -202 | -6.5% | -$5.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $72.66万 | 0.12% | 4,166 | 121 | 3.0% | $2.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $76.29万 | 0.13% | 2,913 | 28 | 1.0% | $7,333 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $76.95万 | 0.13% | 2,681 | 6 | 0.2% | $1,722 | 加仓 |
| SPYV | SPDR SERIES TRUST | $78.32万 | 0.13% | 13,843 | 63 | 0.5% | $3,565 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $79.08万 | 0.13% | 2,701 | -207 | -7.1% | -$6.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.20万 | 0.14% | 12,672 | -376 | -2.9% | -$2.41万 | 减仓 |
| MOAT | VANECK ETF TRUST | $82.61万 | 0.14% | 8,543 | -153 | -1.8% | -$1.48万 | 减仓 |
| COWZ | PACER FDS TR | $90.36万 | 0.15% | 14,443 | -984 | -6.4% | -$6.16万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $96.72万 | 0.16% | 1,936 | 12 | 0.6% | $5,995 | 加仓 |
| GLD | SPDR GOLD TR | $97.12万 | 0.16% | 2,257 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $98.45万 | 0.17% | 19,312 | 2,839 | 17.2% | $14.47万 | 加仓 |
| IJS | ISHARES TR | $100.98万 | 0.17% | 8,525 | 266 | 3.2% | $3.15万 | 加仓 |
| IWR | ISHARES TR | $101.52万 | 0.17% | 10,441 | -56 | -0.5% | -$5,445 | 减仓 |
| EFA | ISHARES TR | $103.86万 | 0.18% | 10,693 | -684 | -6.0% | -$6.64万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $103.88万 | 0.18% | 54,675 | 2,479 | 4.7% | $4.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $106.93万 | 0.18% | 4,922 | -15 | -0.3% | -$3,259 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $110.12万 | 0.19% | 5,738 | -151 | -2.6% | -$2.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $112.43万 | 0.19% | 3,289 | -4 | -0.1% | -$1,367 | 减仓 |
| IVW | ISHARES TR | $115.38万 | 0.20% | 10,201 | -225 | -2.2% | -$2.54万 | 减仓 |
| WFC | WELLS FARGO & CO | $116.74万 | 0.20% | 14,664 | -576 | -3.8% | -$4.59万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $122.10万 | 0.21% | 6,626 | -20 | -0.3% | -$3,686 | 减仓 |
| NEE | NEXTERA ENERGY INC | $123.17万 | 0.21% | 13,262 | 15 | 0.1% | $1,393 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $124.32万 | 0.21% | 48,485 | 1,172 | 2.5% | $3.01万 | 加仓 |
| V | VISA INC | $126.66万 | 0.21% | 4,191 | 5 | 0.1% | $1,511 | 加仓 |
| TSLA | TESLA INC | $127.40万 | 0.22% | 3,427 | 1 | 0.0% | $372 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $128.49万 | 0.22% | 1,290 | -20 | -1.5% | -$1.99万 | 减仓 |
| EFG | ISHARES TR | $128.76万 | 0.22% | 11,562 | 548 | 5.0% | $6.10万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $128.95万 | 0.22% | 28,701 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $129.69万 | 0.22% | 308 | 2 | 0.7% | $8,421 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $130.06万 | 0.22% | 11,326 | -56 | -0.5% | -$6,430 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $130.48万 | 0.22% | 11,414 | 79 | 0.7% | $9,031 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $131.51万 | 0.22% | 12,220 | -1,965 | -13.9% | -$21.15万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $131.73万 | 0.22% | 17,210 | 14,813 | 618.0% | $113.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $137.99万 | 0.23% | 4,083 | 20 | 0.5% | $6,759 | 加仓 |
| LLY | ELI LILLY & CO | $138.34万 | 0.23% | 1,504 | 386 | 34.5% | $35.51万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $142.92万 | 0.24% | 36,246 | -491 | -1.3% | -$1.94万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.24% | 2 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $143.77万 | 0.24% | 15,298 | -249 | -1.6% | -$2.34万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $149.22万 | 0.25% | 20,797 | -3,185 | -13.3% | -$22.85万 | 减仓 |
| IJT | ISHARES TR | $151.42万 | 0.26% | 10,464 | -263 | -2.5% | -$3.81万 | 减仓 |
| IWP | ISHARES TR | $154.07万 | 0.26% | 12,025 | -279 | -2.3% | -$3.57万 | 减仓 |
| IJK | ISHARES TR | $155.86万 | 0.26% | 15,490 | -2,411 | -13.5% | -$24.26万 | 减仓 |
| IJJ | ISHARES TR | $161.65万 | 0.27% | 12,200 | -1,320 | -9.8% | -$17.49万 | 减仓 |
| — | EXXON MOBIL CORP | $167.18万 | 0.28% | 9,854 | -51 | -0.5% | -$8,652 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $172.06万 | 0.29% | 22,993 | 1,425 | 6.6% | $10.66万 | 加仓 |
| GOOG | ALPHABET INC | $190.88万 | 0.32% | 6,654 | -85 | -1.3% | -$2.44万 | 减仓 |
| META | META PLATFORMS INC | $192.68万 | 0.33% | 3,368 | -33 | -1.0% | -$1.89万 | 减仓 |
| TGRW | T ROWE PRICE ETF INC | $198.59万 | 0.34% | 49,037 | 1,252 | 2.6% | $5.07万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $217.52万 | 0.37% | 43,599 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $222.63万 | 0.38% | 51,265 | -515 | -1.0% | -$2.24万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $223.01万 | 0.38% | 125,638 | -639 | -0.5% | -$1.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $227.69万 | 0.39% | 5,213 | -57 | -1.1% | -$2.49万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $232.51万 | 0.39% | 53,385 | -10 | -0.0% | -$436 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $233.17万 | 0.40% | 49,570 | -2,490 | -4.8% | -$11.71万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $299.27万 | 0.51% | 52,800 | -67,142 | -56.0% | -$380.56万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $302.08万 | 0.51% | 30,853 | -253 | -0.8% | -$2.48万 | 减仓 |
| CTAS | CINTAS CORP | $376.59万 | 0.64% | 22,265 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $402.33万 | 0.68% | 10,869 | 137 | 1.3% | $5.07万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $413.11万 | 0.70% | 93,296 | -588 | -0.6% | -$2.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $446.51万 | 0.76% | 20,762 | -273 | -1.3% | -$5.87万 | 减仓 |