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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $53.22万 | 0.08% | 2,195 | -14 | -0.6% | -$3,395 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $52.74万 | 0.08% | 9,356 | -456 | -4.6% | -$2.57万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $52.62万 | 0.08% | 13,635 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $51.13万 | 0.08% | 3,271 | 1 | 0.0% | $156 | 加仓 |
| PWR | QUANTA SVCS INC | $50.55万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $50.21万 | 0.08% | 3,029 | -120 | -3.8% | -$1.99万 | 减仓 |
| BAC | BANK OF AMER CORP | $49.00万 | 0.07% | 8,600 | -61 | -0.7% | -$3,476 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.87万 | 0.07% | 13,850 | 1,995 | 16.8% | $6.75万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $46.75万 | 0.07% | 3,659 | 60 | 1.7% | $7,666 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.04万 | 0.07% | 1,244 | -67 | -5.1% | -$2.48万 | 减仓 |
| NVS | NOVARTIS AG | $44.20万 | 0.07% | 2,821 | -286 | -9.2% | -$4.48万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $43.73万 | 0.07% | 1,608 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $43.09万 | 0.07% | 1,523 | -176 | -10.4% | -$4.98万 | 减仓 |
| ITOT | ISHARES TR | $43.02万 | 0.07% | 2,619 | 10 | 0.4% | $1,643 | 加仓 |
| COP | CONOCOPHILLIPS | $41.80万 | 0.06% | 4,020 | -12 | -0.3% | -$1,248 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $41.23万 | 0.06% | 2,334 | 149 | 6.8% | $2.63万 | 加仓 |
| KO | COCA COLA CO | $40.38万 | 0.06% | 4,969 | -271 | -5.2% | -$2.20万 | 减仓 |
| CSCO | CISCO SYS INC | $40.22万 | 0.06% | 3,424 | 11 | 0.3% | $1,292 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $39.14万 | 0.06% | 3,092 | -80 | -2.5% | -$1.01万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $38.20万 | 0.06% | 7,674 | -2,511 | -24.7% | -$12.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $37.70万 | 0.06% | 1,484 | -73 | -4.7% | -$1.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.53万 | 0.06% | 6,513 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $35.60万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $35.04万 | 0.05% | 15,404 | 93 | 0.6% | $2,116 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $34.87万 | 0.05% | 7,350 | -75 | -1.0% | -$3,558 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $34.58万 | 0.05% | 6,735 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.22万 | 0.05% | 3,021 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.77万 | 0.05% | 2,304 | -42 | -1.8% | -$6,156 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.65万 | 0.05% | 950 | 4 | 0.4% | $1,417 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.93万 | 0.05% | 792 | -242 | -23.4% | -$10.06万 | 减仓 |
| PFE | PFIZER INC | $32.90万 | 0.05% | 13,663 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.37万 | 0.05% | 866 | 7 | 0.8% | $2,616 | 加仓 |
| QCOM | QUALCOMM INC | $32.17万 | 0.05% | 1,741 | -1,012 | -36.8% | -$18.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $31.94万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.60万 | 0.05% | 1,124 | -43 | -3.7% | -$1.21万 | 减仓 |
| ABBV | ABBVIE INC | $31.10万 | 0.05% | 1,236 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $30.90万 | 0.05% | 3,050 | 600 | 24.5% | $6.08万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $30.47万 | 0.05% | 4,411 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $29.99万 | 0.05% | 4,001 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $28.75万 | 0.04% | 3,111 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.57万 | 0.04% | 2,110 | -22 | -1.0% | -$2,979 | 减仓 |
| LOW | LOWES COS INC | $28.39万 | 0.04% | 1,287 | -26 | -2.0% | -$5,735 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.71万 | 0.04% | 911 | -178 | -16.3% | -$5.22万 | 减仓 |
| IWF | ISHARES TR | $26.57万 | 0.04% | 2,140 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $26.31万 | 0.04% | 4,377 | -1,076 | -19.7% | -$6.47万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $26.07万 | 0.04% | 8,869 | -302 | -3.3% | -$8,879 | 减仓 |
| HD | HOME DEPOT INC | $25.67万 | 0.04% | 728 | -103 | -12.4% | -$3.63万 | 减仓 |
| ECL | ECOLAB INC | $25.59万 | 0.04% | 918 | -78 | -7.8% | -$2.17万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $25.18万 | 0.04% | 19,352 | 1,036 | 5.7% | $1.35万 | 加仓 |
| MCD | MCDONALDS CORP | $24.87万 | 0.04% | 920 | -105 | -10.2% | -$2.84万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $24.62万 | 0.04% | 1,552 | 6 | 0.4% | $952 | 加仓 |
| EEM | ISHARES TR | $23.74万 | 0.04% | 3,470 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $23.33万 | 0.04% | 4,363 | 299 | 7.4% | $1.60万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.10万 | 0.04% | 8,341 | -32 | -0.4% | -$886 | 减仓 |
| ACWI | ISHARES TR | $22.65万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.49万 | 0.03% | 191 | -19 | -9.0% | -$2.24万 | 减仓 |
| BA | BOEING CO | $22.19万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $22.17万 | 0.03% | 3,670 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $21.76万 | 0.03% | 3,320 | -299 | -8.3% | -$1.96万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $21.58万 | 0.03% | 1,769 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $21.42万 | 0.03% | 283 | -13 | -4.4% | -$9,838 | 减仓 |
| DES | WISDOMTREE TR | $21.22万 | 0.03% | 5,216 | 32 | 0.6% | $1,302 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $21.14万 | 0.03% | 4,725 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $21.13万 | 0.03% | 516 | -26 | -4.8% | -$1.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.66万 | 0.03% | 179 | 104 | 138.7% | $12.00万 | 加仓 |
| MDT | MEDTRONIC PLC | $20.32万 | 0.03% | 2,597 | -114 | -4.2% | -$8,918 | 减仓 |
| KR | KROGER CO | $20.10万 | 0.03% | 3,619 | -319 | -8.1% | -$1.77万 | 减仓 |
| VHT | VANGUARD WORLD FD | $19.77万 | 0.03% | 661 | -41 | -5.8% | -$1.23万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $19.33万 | 0.03% | 3,027 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $19.03万 | 0.03% | 1,330 | -65 | -4.7% | -$9,302 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $18.65万 | 0.03% | 1,810 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $17.97万 | 0.03% | 531 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $17.73万 | 0.03% | 485 | 3 | 0.6% | $1,097 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $17.45万 | 0.03% | 1,328 | -247 | -15.7% | -$3.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $17.40万 | 0.03% | 347 | -32 | -8.4% | -$1.60万 | 减仓 |
| UNP | UNION PAC CORP | $17.22万 | 0.03% | 633 | 3 | 0.5% | $816 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $17.08万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $16.93万 | 0.03% | 4,593 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $16.21万 | 0.02% | 2,246 | -24 | -1.1% | -$1,732 | 减仓 |
| MRK | MERCK & CO INC | $16.16万 | 0.02% | 1,257 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $16.15万 | 0.02% | 910 | -663 | -42.1% | -$11.77万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $16.11万 | 0.02% | 840 | 26 | 3.2% | $4,986 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $16.03万 | 0.02% | 403 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK HOMES TRUST INC | $15.81万 | 0.02% | 17,571 | 185 | 1.1% | $1,665 | 加仓 |
| MAS | MASCO CORP | $15.63万 | 0.02% | 1,920 | -508 | -20.9% | -$4.13万 | 减仓 |
| FSLR | FIRST SOLAR INC | $15.46万 | 0.02% | 655 | -65 | -9.0% | -$1.53万 | 减仓 |
| IWV | ISHARES TR | $15.14万 | 0.02% | 355 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $14.87万 | 0.02% | 3,749 | 253 | 7.2% | $1.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $14.77万 | 0.02% | 1,764 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $14.45万 | 0.02% | 1,106 | 4 | 0.4% | $522 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $14.39万 | 0.02% | 3,984 | -171 | -4.1% | -$6,178 | 减仓 |
| CRM | SALESFORCE INC | $14.35万 | 0.02% | 916 | -387 | -29.7% | -$6.06万 | 减仓 |
| URI | UNITED RENTALS INC | $14.16万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $13.93万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| — | LEGG MASON ETF INVT | $13.89万 | 0.02% | 2,498 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $13.88万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $13.75万 | 0.02% | 1,005 | 3 | 0.3% | $410 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $13.70万 | 0.02% | 3,047 | 6 | 0.2% | $270 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $13.38万 | 0.02% | 3,255 | -320 | -9.0% | -$1.32万 | 减仓 |
| NFLX | NETFLIX INC. | $13.35万 | 0.02% | 1,870 | 0 | 0.0% | — | 不变 |