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
GOOG ALPHABET INC $234.53万0.36%6,638 -16-0.2% -$5,653 减仓
VUG VANGUARD INDEX FDS $268.13万0.41%31,127 -151-0.5% -$1.30万 减仓
SPYM SPDR SERIES TRUST $316.20万0.48%35,980 18,770109.1% $164.95万 加仓
SPYG SPDR SERIES TRUST $366.24万0.56%30,779 -74-0.2% -$8,805 减仓
CTAS CINTAS CORP $378.68万0.58%22,265 00.0% — 不变
MSFT MICROSOFT CORP $398.35万0.61%10,679 -190-1.7% -$7.09万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $438.91万0.67%92,646 -650-0.7% -$3.08万 减仓
VIG VANGUARD SPECIALIZED FUNDS $483.53万0.74%20,435 -327-1.6% -$7.74万 减仓
VTV VANGUARD INDEX FDS $493.21万0.75%22,632 -575-2.5% -$12.53万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $510.51万0.78%101,806 -7,692-7.0% -$38.57万 减仓
VYM VANGUARD WHITEHALL FDS $513.52万0.78%32,495 -306-0.9% -$4.84万 减仓
AMZN AMAZON COM INC $515.63万0.79%21,634 -435-2.0% -$10.37万 减仓
GOOGL ALPHABET INC $636.86万0.97%17,821 -875-4.7% -$31.27万 减仓
JPM JPMORGAN CHASE & CO $662.25万1.01%20,232 -173-0.8% -$5.66万 减仓
QQQM INVESCO EXCH TRADED FD TR II $848.56万1.29%28,008 9543.5% $28.90万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $874.84万1.33%107,924 -342-0.3% -$2.77万 减仓
QQQ INVESCO QQQ TR $882.67万1.34%11,986 -286-2.3% -$21.06万 减仓
— LCNB CORP $956.77万1.46%543,927 -1,000-0.2% -$1.76万 减仓
AAPL APPLE INC $1,025.61万1.56%35,444 -546-1.5% -$15.80万 减仓
PG PROCTER & GAMBLE CO $1,037.54万1.58%70,754 -2,301-3.1% -$33.74万 减仓
DFIS DIMENSIONAL ETF TRUST $1,186.85万1.81%338,811 22,0597.0% $77.27万 加仓
VOO VANGUARD INDEX FDS $1,380.82万2.10%20,105 3982.0% $27.33万 加仓
QGRW WISDOMTREE TR $2,280.61万3.47%345,390 9,3122.8% $61.49万 加仓
IJR ISHARES TR $2,305.12万3.51%155,426 -722-0.5% -$10.71万 减仓
VNLA JANUS DETROIT STR TR $3,202.16万4.88%655,300 69,70711.9% $340.63万 加仓
IJH ISHARES TR $3,279.33万4.99%425,279 1,7860.4% $13.77万 加仓
AVEM AMERICAN CENTY ETF TR $3,752.53万5.71%388,904 -10,363-2.6% -$99.99万 减仓
IEFA ISHARES TR $3,755.89万5.72%388,888 3,7091.0% $35.82万 加仓
PYLD PIMCO ETF TR $4,810.26万7.32%1,813,823 65,4703.7% $173.63万 加仓
DGRO ISHARES TR $4,994.04万7.60%658,931 16,2732.5% $123.33万 加仓
IVV ISHARES TR $1.05亿16.02%140,529 -1,256-0.9% -$94.06万 减仓