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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $455.33万 | 0.77% | 23,207 | -45 | -0.2% | -$8,829 | 减仓 |
| AMZN | AMAZON COM INC | $459.64万 | 0.78% | 22,069 | -99 | -0.4% | -$2.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $485.78万 | 0.82% | 32,801 | -262 | -0.8% | -$3.88万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $511.79万 | 0.87% | 109,498 | -10,636 | -8.9% | -$49.71万 | 减仓 |
| GOOGL | ALPHABET INC | $537.63万 | 0.91% | 18,696 | -241 | -1.3% | -$6.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $600.23万 | 1.02% | 20,405 | -34 | -0.2% | -$1.00万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $642.85万 | 1.09% | 27,054 | 483 | 1.8% | $11.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $708.30万 | 1.20% | 12,272 | 111 | 0.9% | $6.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $739.24万 | 1.25% | 108,266 | 3,345 | 3.2% | $22.84万 | 加仓 |
| — | LCNB CORP | $849.54万 | 1.44% | 544,927 | -300 | -0.1% | -$4,677 | 减仓 |
| AAPL | APPLE INC | $913.39万 | 1.55% | 35,990 | -146 | -0.4% | -$3.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,055.20万 | 1.79% | 73,055 | -3,747 | -4.9% | -$54.12万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,066.51万 | 1.81% | 316,752 | 8,526 | 2.8% | $28.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,177.62万 | 2.00% | 19,707 | -85 | -0.4% | -$5.08万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,795.66万 | 3.05% | 336,078 | 26,373 | 8.5% | $140.91万 | 加仓 |
| IJR | ISHARES TR | $1,941.08万 | 3.29% | 156,148 | -1,569 | -1.0% | -$19.50万 | 减仓 |
| IJH | ISHARES TR | $2,859.85万 | 4.85% | 423,493 | -2,137 | -0.5% | -$14.43万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $2,861.24万 | 4.85% | 585,593 | 107,943 | 22.6% | $527.41万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,217.29万 | 5.46% | 399,267 | -9,215 | -2.3% | -$74.25万 | 减仓 |
| IEFA | ISHARES TR | $3,487.03万 | 5.92% | 385,179 | 4,410 | 1.2% | $39.92万 | 加仓 |
| DGRO | ISHARES TR | $4,510.18万 | 7.65% | 642,658 | 12,683 | 2.0% | $89.01万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,580.69万 | 7.77% | 1,748,353 | 90,842 | 5.5% | $238.01万 | 加仓 |
| IVV | ISHARES TR | $9,261.51万 | 15.71% | 141,785 | -232 | -0.2% | -$15.15万 | 减仓 |