13F 机构持仓

Ritter Daniher Financial Advisory LLC / DE

CINCINNATI OH · SEC CIK 0001936603

2026Q22026Q1 更早 9 个季度 🔒
$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
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 15.7%
PYLD 7.8%
DGRO 7.7%
IEFA 5.9%
AVEM 5.5%
VNLA 4.9%
IJH 4.9%
IJR 3.3%
QGRW 3.0%
VOO 2.0%

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
PFFD GLOBAL X FDS $00.00%0 -10,426-100.0% -$19.72万 清仓
CAVA CAVA GROUP INC $00.00%0 -1,550-100.0% -$9.10万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -881-100.0% -$3.88万 清仓
FISV FISERV INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -215-100.0% -$3.29万 清仓
CGNX COGNEX CORP $00.00%0 -350-100.0% -$1.26万 清仓
TLH ISHARES TR $00.00%0 -105-100.0% -$1.07万 清仓
MPC MARATHON PETE CORP $00.00%0 -57-100.0% -$9,270 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 -148-100.0% -$9,000 清仓
GPC GENUINE PARTS CO $00.00%0 -60-100.0% -$7,378 清仓
VLTO VERALTO CORP $00.00%0 -72-100.0% -$7,185 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -28-100.0% -$6,799 清仓
BBY BEST BUY INC $00.00%0 -87-100.0% -$5,823 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -200-100.0% -$5,602 清仓
WMG WARNER MUSIC GROUP CORP $00.00%0 -153-100.0% -$4,693 清仓
COLB COLUMBIA BKG SYS INC $00.00%0 -155-100.0% -$4,333 清仓
UPRO PROSHARES TR $00.00%0 -31-100.0% -$3,589 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -40-100.0% -$3,190 清仓
QS QUANTUMSCAPE CORP $00.00%0 -300-100.0% -$3,126 清仓
— EA SERIES TRUST $00.00%0 -109-100.0% -$2,953 清仓
JQUA J P MORGAN EXCHANGE TRADED F $00.00%0 -24-100.0% -$1,517 清仓
IQLT ISHARES TR $00.00%0 -28-100.0% -$1,273 清仓
NET CLOUDFLARE INC $00.00%0 -5-100.0% -$986 清仓
— LISTED FDS TR $00.00%0 -100-100.0% -$954 清仓
— BARCLAYS BANK PLC $00.00%0 -16-100.0% -$856 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -10-100.0% -$684 清仓
SOBO SOUTH BOW CORP $00.00%0 -20-100.0% -$550 清仓
OGN ORGANON & CO $00.00%0 -70-100.0% -$502 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -10-100.0% -$325 清仓
DFLV DIMENSIONAL ETF TRUST $00.00%0 -6-100.0% -$208 清仓
DEHP DIMENSIONAL ETF TRUST $00.00%0 -6-100.0% -$197 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -1-100.0% -$104 清仓
DIVI FRANKLIN TEMPLETON ETF TR $00.00%0 -2-100.0% -$81 清仓
— KLX ENERGY SERVICES HOLDINGS $110.00%4 00.0% — 不变
— MEDIFAST INC $110.00%1 1— $11 新建仓
— SURGEPAYS INC $120.00%15 15— $12 新建仓
AMN AMN HEALTHCARE SVCS INC $190.00%1 1— $19 新建仓
— TRAVELZOO $540.00%9 9— $54 新建仓
RBLX ROBLOX CORP $570.00%1 00.0% — 不变
HPQ HP INC $580.00%3 -1,893-99.8% -$3.66万 减仓
HRB BLOCK H & R INC $640.00%2 2— $64 新建仓
— SIGA TECHNOLOGIES INC $700.00%13 13— $70 新建仓
CROX CROCS INC $840.00%1 1— $84 新建仓
HRMY HARMONY BIOSCIENCES HLDGS IN $850.00%3 3— $85 新建仓
MCFT MASTERCRAFT BOAT HLDGS INC $1240.00%6 6— $124 新建仓
— CATALYST PHARMACEUTICALS INC $1490.00%6 6— $149 新建仓
— NET LEASE OFFICE PROPERTIES $1620.00%14 00.0% — 不变
— DIMENSIONAL ETF TRUST $1710.00%7 00.0% — 不变
— EA SERIES TRUST $1740.00%5 -50-90.9% -$1,740 减仓
— DEFI TECHNOLOGIES INC $1940.00%350 00.0% — 不变
WAB WABTEC $2500.00%1 00.0% — 不变
PRDO PERDOCEO ED CORP $2610.00%7 7— $261 新建仓
VONV VANGUARD SCOTTSDALE FDS $2820.00%3 -29-90.6% -$2,726 减仓
NOK NOKIA CORP $3140.00%39 00.0% — 不变
KRMN KARMAN HLDGS INC $3210.00%4 00.0% — 不变
CNXC CONCENTRIX CORP $3290.00%12 00.0% — 不变
LCID LUCID GROUP INC $3440.00%36 00.0% — 不变
TPR TAPESTRY INC $4240.00%3 3— $424 新建仓
BHF BRIGHTHOUSE FINL INC $6590.00%11 00.0% — 不变
GFS GLOBALFOUNDRIES INC $6680.00%15 00.0% — 不变
IYZ ISHARES TR $6690.00%17 00.0% — 不变
COWG PACER FDS TR $6780.00%20 00.0% — 不变
BITB BITWISE BITCOIN ETF TR $7370.00%20 00.0% — 不变
— DIMENSIONAL ETF TRUST $7460.00%21 640.0% $213 加仓
VTRS VIATRIS INC $9190.00%68 00.0% — 不变
KLAR KLARNA GROUP PLC $1,0480.00%80 00.0% — 不变
SPEM SPDR INDEX SHS FDS $1,1260.00%24 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1,1670.00%4 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1,5530.00%34 00.0% — 不变
GLXY GALAXY DIGITAL INC. $1,6610.00%90 00.0% — 不变
SCZ ISHARES TR $1,6810.00%21 00.0% — 不变
VFMF VANGUARD WELLINGTON FD $1,7290.00%11 222.2% $314 加仓
RIVN RIVIAN AUTOMOTIVE INC $1,8060.00%120 -500-80.6% -$7,525 减仓
FIVN FIVE9 INC $1,8210.00%120 00.0% — 不变
INOD INNODATA INC $1,8540.00%48 00.0% — 不变
GRAL GRAIL INC $1,9130.00%37 00.0% — 不变
MOS MOSAIC CO $1,9290.00%76 11.3% $25 加仓
ZM ZOOM COMMUNICATIONS INC $1,9300.00%24 00.0% — 不变
— TRISALUS LIFE SCIENCES INC $2,0000.00%500 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $2,3510.00%148 -25-14.5% -$397 减仓
ETOR ETORO GROUP LTD $2,4030.00%80 00.0% — 不变
— PACER FDS TR $2,4640.00%52 00.0% — 不变
C CITIGROUP INC $2,6040.00%23 00.0% — 不变
DAPP VANECK ETF TRUST $2,6890.00%180 00.0% — 不变
AOA ISHARES TR $2,7450.00%31 00.0% — 不变
NU NU HLDGS LTD $2,8740.00%200 00.0% — 不变
QBTS D-WAVE QUANTUM INC $2,9590.00%205 00.0% — 不变
ULS UL SOLUTIONS INC $3,0000.00%35 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $3,0730.00%83 83— $3,073 新建仓
KKR KKR & CO INC $3,0860.00%33 00.0% — 不变
AOR ISHARES TR $3,3960.00%53 00.0% — 不变
TTD THE TRADE DESK INC $3,4270.00%151 00.0% — 不变
IP INTERNATIONAL PAPER CO $3,5700.00%100 -45-31.0% -$1,606 重新持有
EPD ENTERPRISE PRODS PARTNERS L $3,6240.00%96 22.1% $76 加仓
GRAB GRAB HOLDINGS LIMITED $3,6600.00%1,000 1,000— $3,660 新建仓
ON ON SEMICONDUCTOR CORP $3,7160.00%60 00.0% — 不变
RGTI RIGETTI COMPUTING INC $3,7210.00%265 00.0% — 不变
XAR SPDR SERIES TRUST $3,9730.00%16 00.0% — 不变
ET ENERGY TRANSFER L P $4,0010.00%207 31.5% $58 加仓
NXPI NXP SEMICONDUCTORS N V $4,0630.00%21 00.0% — 不变