Ritter Daniher Financial Advisory LLC / DE
CINCINNATI OH · SEC CIK 0001936603
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $32.90万 | 0.05% | 13,663 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.93万 | 0.05% | 792 | -242 | -23.4% | -$10.06万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.65万 | 0.05% | 950 | 4 | 0.4% | $1,417 | 加仓 |
| ORCL | ORACLE CORP | $33.77万 | 0.05% | 2,304 | -42 | -1.8% | -$6,156 | 减仓 |
| WMT | WALMART INC | $34.22万 | 0.05% | 3,021 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $34.58万 | 0.05% | 6,735 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $34.87万 | 0.05% | 7,350 | -75 | -1.0% | -$3,558 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $35.04万 | 0.05% | 15,404 | 93 | 0.6% | $2,116 | 加仓 |
| DSI | ISHARES TR | $35.60万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.53万 | 0.06% | 6,513 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.70万 | 0.06% | 1,484 | -73 | -4.7% | -$1.85万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $38.20万 | 0.06% | 7,674 | -2,511 | -24.7% | -$12.50万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $39.14万 | 0.06% | 3,092 | -80 | -2.5% | -$1.01万 | 减仓 |
| CSCO | CISCO SYS INC | $40.22万 | 0.06% | 3,424 | 11 | 0.3% | $1,292 | 加仓 |
| KO | COCA COLA CO | $40.38万 | 0.06% | 4,969 | -271 | -5.2% | -$2.20万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $41.23万 | 0.06% | 2,334 | 149 | 6.8% | $2.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.80万 | 0.06% | 4,020 | -12 | -0.3% | -$1,248 | 减仓 |
| ITOT | ISHARES TR | $43.02万 | 0.07% | 2,619 | 10 | 0.4% | $1,643 | 加仓 |
| COR | CENCORA INC | $43.09万 | 0.07% | 1,523 | -176 | -10.4% | -$4.98万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $43.73万 | 0.07% | 1,608 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $44.20万 | 0.07% | 2,821 | -286 | -9.2% | -$4.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.04万 | 0.07% | 1,244 | -67 | -5.1% | -$2.48万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $46.75万 | 0.07% | 3,659 | 60 | 1.7% | $7,666 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.87万 | 0.07% | 13,850 | 1,995 | 16.8% | $6.75万 | 加仓 |
| BAC | BANK OF AMER CORP | $49.00万 | 0.07% | 8,600 | -61 | -0.7% | -$3,476 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.21万 | 0.08% | 3,029 | -120 | -3.8% | -$1.99万 | 减仓 |
| PWR | QUANTA SVCS INC | $50.55万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $51.13万 | 0.08% | 3,271 | 1 | 0.0% | $156 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $52.62万 | 0.08% | 13,635 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $52.74万 | 0.08% | 9,356 | -456 | -4.6% | -$2.57万 | 减仓 |
| IWD | ISHARES TR | $53.22万 | 0.08% | 2,195 | -14 | -0.6% | -$3,395 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.90万 | 0.08% | 2,030 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $54.79万 | 0.08% | 2,413 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $55.39万 | 0.08% | 5,755 | -162 | -2.7% | -$1.56万 | 减仓 |
| INTC | INTEL CORP | $56.27万 | 0.09% | 4,030 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $57.28万 | 0.09% | 3,480 | 136 | 4.1% | $2.24万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $60.58万 | 0.09% | 4,189 | -68 | -1.6% | -$9,834 | 减仓 |
| ADI | ANALOG DEVICES INC | $60.79万 | 0.09% | 1,531 | -141 | -8.4% | -$5.60万 | 减仓 |
| AVGO | BROADCOM INC | $65.50万 | 0.10% | 1,734 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $66.89万 | 0.10% | 3,526 | -77 | -2.1% | -$1.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.20万 | 0.10% | 3,770 | -424 | -10.1% | -$7.67万 | 减仓 |
| EFV | ISHARES TR | $68.88万 | 0.10% | 8,998 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $72.61万 | 0.11% | 3,758 | -113 | -2.9% | -$2.18万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $72.81万 | 0.11% | 14,420 | -300 | -2.0% | -$1.51万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $75.98万 | 0.12% | 2,393 | 2 | 0.1% | $635 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.59万 | 0.12% | 1,079 | -14 | -1.3% | -$1.05万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $81.04万 | 0.12% | 13,331 | -512 | -3.7% | -$3.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $81.58万 | 0.12% | 4,077 | -89 | -2.1% | -$1.78万 | 减仓 |
| GLD | SPDR GOLD TR | $83.62万 | 0.13% | 2,270 | 13 | 0.6% | $4,789 | 加仓 |
| COWZ | PACER FDS TR | $83.67万 | 0.13% | 13,451 | -992 | -6.9% | -$6.17万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.54万 | 0.13% | 2,687 | 6 | 0.2% | $1,888 | 加仓 |
| IWM | ISHARES TR | $84.64万 | 0.13% | 2,817 | -77 | -2.7% | -$2.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $85.88万 | 0.13% | 2,833 | -80 | -2.7% | -$2.43万 | 减仓 |
| MOAT | VANECK ETF TRUST | $87.60万 | 0.13% | 8,427 | -116 | -1.4% | -$1.21万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $93.41万 | 0.14% | 13,110 | 438 | 3.5% | $3.12万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $94.86万 | 0.14% | 2,453 | -248 | -9.2% | -$9.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $97.77万 | 0.15% | 1,904 | -32 | -1.7% | -$1.64万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $98.53万 | 0.15% | 19,320 | 8 | 0.0% | $408 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $102.58万 | 0.16% | 53,177 | -1,498 | -2.7% | -$2.89万 | 减仓 |
| EFA | ISHARES TR | $108.02万 | 0.16% | 10,399 | -294 | -2.7% | -$3.05万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $108.13万 | 0.16% | 23,165 | -28,100 | -54.8% | -$131.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.64万 | 0.17% | 1,215 | -75 | -5.8% | -$7.01万 | 减仓 |
| IWR | ISHARES TR | $113.92万 | 0.17% | 10,326 | -115 | -1.1% | -$1.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $115.00万 | 0.18% | 5,405 | -333 | -5.8% | -$7.09万 | 减仓 |
| IJS | ISHARES TR | $115.45万 | 0.18% | 8,447 | -78 | -0.9% | -$1.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $116.50万 | 0.18% | 13,273 | 11 | 0.1% | $965 | 加仓 |
| VBR | VANGUARD INDEX FDS | $118.58万 | 0.18% | 4,880 | -42 | -0.9% | -$1.02万 | 减仓 |
| WFC | WELLS FARGO & CO | $119.77万 | 0.18% | 14,493 | -171 | -1.2% | -$1.41万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $126.27万 | 0.19% | 13,685 | -1,613 | -10.5% | -$14.88万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $128.38万 | 0.20% | 7,203 | -497 | -6.5% | -$8.86万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $129.54万 | 0.20% | 10,593 | -1,627 | -13.3% | -$19.90万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $131.18万 | 0.20% | 6,639 | 13 | 0.2% | $2,569 | 加仓 |
| — | EXXON MOBIL CORP | $134.44万 | 0.20% | 9,833 | -21 | -0.2% | -$2,871 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $137.89万 | 0.21% | 46,854 | -1,631 | -3.4% | -$4.80万 | 减仓 |
| V | VISA INC | $138.50万 | 0.21% | 4,037 | -154 | -3.7% | -$5.28万 | 减仓 |
| IVW | ISHARES TR | $140.29万 | 0.21% | 10,201 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $142.75万 | 0.22% | 10,947 | -467 | -4.1% | -$6.09万 | 减仓 |
| EFG | ISHARES TR | $143.86万 | 0.22% | 11,562 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $145.19万 | 0.22% | 3,452 | 25 | 0.7% | $1.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $154.42万 | 0.24% | 11,227 | -99 | -0.9% | -$1.36万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $163.61万 | 0.25% | 37,926 | 1,680 | 4.6% | $7.25万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $164.98万 | 0.25% | 20,776 | -21 | -0.1% | -$1,668 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $171.15万 | 0.26% | 34,730 | -14,840 | -29.9% | -$73.13万 | 减仓 |
| LLY | ELI LILLY & CO | $171.41万 | 0.26% | 1,429 | -75 | -5.0% | -$9.00万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $172.80万 | 0.26% | 34,164 | -9,435 | -21.6% | -$47.72万 | 减仓 |
| IJK | ISHARES TR | $174.13万 | 0.27% | 14,820 | -670 | -4.3% | -$7.87万 | 减仓 |
| IWP | ISHARES TR | $175.87万 | 0.27% | 12,012 | -13 | -0.1% | -$1,903 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $176.80万 | 0.27% | 22,836 | -157 | -0.7% | -$1.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $177.45万 | 0.27% | 3,716 | -367 | -9.0% | -$17.53万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $178.18万 | 0.27% | 43,585 | 43,585 | — | $178.18万 | 新建仓 |
| IJJ | ISHARES TR | $179.41万 | 0.27% | 12,144 | -56 | -0.5% | -$8,273 | 减仓 |
| IJT | ISHARES TR | $180.96万 | 0.28% | 10,132 | -332 | -3.2% | -$5.93万 | 减仓 |
| META | META PLATFORMS INC | $188.21万 | 0.29% | 3,341 | -27 | -0.8% | -$1.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $195.05万 | 0.30% | 2,698 | -591 | -18.0% | -$42.73万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $201.61万 | 0.31% | 35,696 | -17,104 | -32.4% | -$96.60万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $218.29万 | 0.33% | 46,326 | 17,625 | 61.4% | $83.05万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $221.36万 | 0.34% | 47,252 | -6,133 | -11.5% | -$28.73万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $223.86万 | 0.34% | 125,201 | -437 | -0.3% | -$7,814 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $226.61万 | 0.35% | 47,488 | -1,549 | -3.2% | -$7.39万 | 减仓 |