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 |
|---|---|---|---|---|---|---|---|---|
| LECO | LINCOLN ELEC HLDGS INC | $50.56万 | 0.09% | 2,030 | -300 | -12.9% | -$7.47万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $50.50万 | 0.09% | 4,257 | -152 | -3.4% | -$1.80万 | 减仓 |
| DVY | ISHARES TR | $49.51万 | 0.08% | 3,270 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $48.74万 | 0.08% | 3,344 | 225 | 7.2% | $3.28万 | 加仓 |
| NVS | NOVARTIS AG | $47.46万 | 0.08% | 3,107 | -165 | -5.0% | -$2.52万 | 减仓 |
| IWD | ISHARES TR | $47.20万 | 0.08% | 2,209 | 14 | 0.6% | $2,992 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $45.59万 | 0.08% | 9,812 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $42.22万 | 0.07% | 8,661 | -136 | -1.5% | -$6,630 | 减仓 |
| VTI | VANGUARD INDEX FDS | $42.06万 | 0.07% | 1,311 | 3 | 0.2% | $962 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.54万 | 0.07% | 3,172 | 7 | 0.2% | $917 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $41.36万 | 0.07% | 3,599 | 220 | 6.5% | $2.53万 | 加仓 |
| KO | COCA COLA CO | $39.85万 | 0.07% | 5,240 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.50万 | 0.07% | 6,513 | -50 | -0.8% | -$3,033 | 减仓 |
| PWR | QUANTA SVCS INC | $38.54万 | 0.07% | 702 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.37万 | 0.07% | 13,663 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.07万 | 0.06% | 1,557 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.55万 | 0.06% | 3,021 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.16万 | 0.06% | 2,609 | 59 | 2.3% | $8,405 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.20万 | 0.06% | 2,185 | 51 | 2.4% | $8,449 | 加仓 |
| QCOM | QUALCOMM INC | $35.45万 | 0.06% | 2,753 | 11 | 0.4% | $1,417 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $34.76万 | 0.06% | 15,311 | 62 | 0.4% | $1,407 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.53万 | 0.06% | 11,855 | 45 | 0.4% | $1,311 | 加仓 |
| ORCL | ORACLE CORP | $34.51万 | 0.06% | 2,346 | 14 | 0.6% | $2,060 | 加仓 |
| PEP | PEPSICO INC | $33.10万 | 0.06% | 2,132 | -81 | -3.7% | -$1.26万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $32.64万 | 0.06% | 7,425 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $32.47万 | 0.06% | 946 | 15 | 1.6% | $5,148 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $32.26万 | 0.05% | 6,735 | -90 | -1.3% | -$4,311 | 减仓 |
| MCD | MCDONALDS CORP | $31.85万 | 0.05% | 1,025 | 1 | 0.1% | $311 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.62万 | 0.05% | 1,089 | -594 | -35.3% | -$17.25万 | 减仓 |
| UL | UNILEVER PLC | $31.07万 | 0.05% | 5,453 | -663 | -10.8% | -$3.78万 | 减仓 |
| LOW | LOWES COS INC | $31.02万 | 0.05% | 1,313 | 4 | 0.3% | $945 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $30.42万 | 0.05% | 18,316 | 5,756 | 45.8% | $9.56万 | 加仓 |
| DSI | ISHARES TR | $30.30万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $29.49万 | 0.05% | 4,411 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $28.50万 | 0.05% | 3,938 | -750 | -16.0% | -$5.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.29万 | 0.05% | 1,167 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.99万 | 0.05% | 1,034 | -197 | -16.0% | -$5.33万 | 减仓 |
| SLV | ISHARES SILVER TR | $27.69万 | 0.05% | 4,064 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $27.63万 | 0.05% | 1,573 | -55 | -3.4% | -$9,661 | 减仓 |
| HD | HOME DEPOT INC | $27.34万 | 0.05% | 831 | 1 | 0.1% | $329 | 加仓 |
| ABBV | ABBVIE INC | $26.88万 | 0.05% | 1,236 | -25 | -2.0% | -$5,437 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $26.85万 | 0.05% | 4,001 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $26.50万 | 0.04% | 996 | 2 | 0.2% | $532 | 加仓 |
| CSCO | CISCO SYS INC | $26.48万 | 0.04% | 3,413 | 13 | 0.4% | $1,009 | 加仓 |
| MCK | MCKESSON CORP | $25.65万 | 0.04% | 296 | -132 | -30.8% | -$11.44万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $24.78万 | 0.04% | 2,450 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.38万 | 0.04% | 859 | 1 | 0.1% | $284 | 加仓 |
| CRM | SALESFORCE INC | $24.32万 | 0.04% | 1,303 | -63 | -4.6% | -$1.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $23.49万 | 0.04% | 2,711 | 40 | 1.5% | $3,466 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $23.43万 | 0.04% | 9,171 | -68 | -0.7% | -$1,737 | 减仓 |
| IWF | ISHARES TR | $22.81万 | 0.04% | 535 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $22.67万 | 0.04% | 1,546 | 5 | 0.3% | $733 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $22.50万 | 0.04% | 1,575 | 36 | 2.3% | $5,143 | 加仓 |
| SNY | SANOFI SA | $20.84万 | 0.04% | 4,326 | -94 | -2.1% | -$4,529 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.72万 | 0.04% | 8,373 | -174 | -2.0% | -$4,306 | 减仓 |
| BA | BOEING CO | $20.40万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $20.03万 | 0.03% | 4,725 | 4,540 | 2,454.1% | $19.25万 | 加仓 |
| ACWI | ISHARES TR | $19.97万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $19.83万 | 0.03% | 3,619 | -385 | -9.6% | -$2.11万 | 减仓 |
| — | BLUEROCK HOMES TRUST INC | $19.75万 | 0.03% | 17,386 | 3,386 | 24.2% | $3.85万 | 加仓 |
| EEM | ISHARES TR | $19.71万 | 0.03% | 3,470 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $19.33万 | 0.03% | 542 | -5 | -0.9% | -$1,783 | 减仓 |
| VHT | VANGUARD WORLD FD | $19.12万 | 0.03% | 702 | -34 | -4.6% | -$9,260 | 减仓 |
| USB | US BANCORP | $19.09万 | 0.03% | 3,670 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $18.69万 | 0.03% | 3,111 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $18.63万 | 0.03% | 5,184 | 14 | 0.3% | $503 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $18.63万 | 0.03% | 379 | 239 | 170.7% | $11.75万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $18.58万 | 0.03% | 403 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $18.36万 | 0.03% | 210 | 20 | 10.5% | $1.75万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $18.07万 | 0.03% | 1,810 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $17.98万 | 0.03% | 1,870 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $17.79万 | 0.03% | 4,030 | 53 | 1.3% | $2,339 | 加仓 |
| CMCSA | COMCAST CORP NEW | $17.69万 | 0.03% | 6,162 | -761 | -11.0% | -$2.18万 | 减仓 |
| ABNB | AIRBNB INC | $17.62万 | 0.03% | 1,395 | 25 | 1.8% | $3,157 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $17.43万 | 0.03% | 1,769 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $16.98万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $16.33万 | 0.03% | 2,270 | 30 | 1.3% | $2,158 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $16.06万 | 0.03% | 531 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $16.00万 | 0.03% | 1,094 | 358 | 48.6% | $5.24万 | 加仓 |
| UNP | UNION PAC CORP | $15.28万 | 0.03% | 630 | 4 | 0.6% | $970 | 加仓 |
| MRK | MERCK & CO INC | $15.12万 | 0.03% | 1,257 | -49 | -3.8% | -$5,893 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $15.09万 | 0.03% | 1,608 | 308 | 23.7% | $2.89万 | 加仓 |
| MAS | MASCO CORP | $14.66万 | 0.02% | 2,428 | -506 | -17.2% | -$3.05万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $14.56万 | 0.02% | 482 | -102 | -17.5% | -$3.08万 | 减仓 |
| RAAX | VANECK ETF TRUST | $14.23万 | 0.02% | 3,496 | 2,584 | 283.3% | $10.52万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $14.22万 | 0.02% | 4,593 | -4 | -0.1% | -$124 | 减仓 |
| FSLR | FIRST SOLAR INC | $14.20万 | 0.02% | 720 | -125 | -14.8% | -$2.47万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $14.15万 | 0.02% | 3,027 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $14.00万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $13.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| — | LEGG MASON ETF INVT | $13.49万 | 0.02% | 2,498 | 320 | 14.7% | $1.73万 | 加仓 |
| T | AT&T INC | $13.48万 | 0.02% | 4,650 | 39 | 0.8% | $1,131 | 加仓 |
| TGT | TARGET CORP | $13.36万 | 0.02% | 1,102 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $13.32万 | 0.02% | 814 | -32 | -3.8% | -$5,235 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $13.25万 | 0.02% | 1,764 | -436 | -19.8% | -$3.27万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $13.20万 | 0.02% | 3,041 | 3 | 0.1% | $130 | 加仓 |
| IWV | ISHARES TR | $13.16万 | 0.02% | 355 | -80 | -18.4% | -$2.97万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $13.13万 | 0.02% | 1,002 | 4 | 0.4% | $524 | 加仓 |
| AGG | ISHARES TR | $12.81万 | 0.02% | 1,290 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $12.72万 | 0.02% | 3,575 | -25 | -0.7% | -$890 | 减仓 |