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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $12.59万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $12.40万 | 0.02% | 2,173 | 40 | 1.9% | $2,282 | 加仓 |
| NOBL | PROSHARES TR | $12.35万 | 0.02% | 1,165 | -257 | -18.1% | -$2.72万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $12.08万 | 0.02% | 4,155 | -173 | -4.0% | -$5,031 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $12.00万 | 0.02% | 1,530 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $11.98万 | 0.02% | 762 | 612 | 408.0% | $9.63万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $11.58万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $11.34万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $11.34万 | 0.02% | 2,912 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO ETF TR | $11.16万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $11.08万 | 0.02% | 763 | 2 | 0.3% | $290 | 加仓 |
| VV | VANGUARD INDEX FDS | $10.97万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $10.45万 | 0.02% | 545 | 545 | — | $10.45万 | 新建仓 |
| — | MORGAN STANLEY ETF TRUST | $10.36万 | 0.02% | 1,335 | 111 | 9.1% | $8,613 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $10.35万 | 0.02% | 2,435 | -50 | -2.0% | -$2,125 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $10.33万 | 0.02% | 2,847 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $10.18万 | 0.02% | 2,515 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $10.05万 | 0.02% | 1,112 | 14 | 1.3% | $1,266 | 加仓 |
| ADBE | ADOBE INC | $10.01万 | 0.02% | 412 | -365 | -47.0% | -$8.87万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9.97万 | 0.02% | 1,080 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $9.92万 | 0.02% | 312 | -415 | -57.1% | -$13.20万 | 减仓 |
| VDE | VANGUARD WORLD FD | $9.28万 | 0.02% | 537 | -64 | -10.6% | -$1.11万 | 减仓 |
| ASML | ASML HLDG NV | $9.25万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9.21万 | 0.02% | 586 | -155 | -20.9% | -$2.44万 | 减仓 |
| URI | UNITED RENTALS INC | $9.11万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $8.91万 | 0.02% | 428 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $8.89万 | 0.02% | 866 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $8.76万 | 0.01% | 177 | 1 | 0.6% | $495 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $8.65万 | 0.01% | 4,767 | -4,580 | -49.0% | -$8.31万 | 减仓 |
| VFH | VANGUARD WORLD FD | $8.64万 | 0.01% | 715 | 10 | 1.4% | $1,208 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8.41万 | 0.01% | 2,475 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $8.28万 | 0.01% | 4,528 | -217 | -4.6% | -$3,969 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.21万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $8.17万 | 0.01% | 402 | 1 | 0.2% | $203 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $8.16万 | 0.01% | 5,212 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $7.88万 | 0.01% | 895 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $7.78万 | 0.01% | 869 | 25 | 3.0% | $2,239 | 加仓 |
| OMC | OMNICOM GROUP INC | $7.75万 | 0.01% | 1,029 | -522 | -33.7% | -$3.93万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $7.48万 | 0.01% | 476 | 1 | 0.2% | $157 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7.40万 | 0.01% | 1,474 | 23 | 1.6% | $1,154 | 加仓 |
| VO | VANGUARD INDEX FDS | $7.32万 | 0.01% | 255 | -27 | -9.6% | -$7,754 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $7.15万 | 0.01% | 872 | 872 | — | $7.15万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $7.08万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $7.05万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $7.03万 | 0.01% | 4,276 | 75 | 1.8% | $1,232 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $7.00万 | 0.01% | 259 | 2 | 0.8% | $541 | 加仓 |
| SOLV | SOLVENTUM CORP | $6.84万 | 0.01% | 1,048 | -50 | -4.6% | -$3,265 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $6.82万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $6.76万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6.76万 | 0.01% | 1,249 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $6.76万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $6.73万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.53万 | 0.01% | 1,690 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $6.23万 | 0.01% | 707 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $6.17万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $6.17万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6.10万 | 0.01% | 729 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $5.97万 | 0.01% | 1,316 | 120 | 10.0% | $5,444 | 加仓 |
| ESGD | ISHARES TR | $5.93万 | 0.01% | 620 | 54 | 9.5% | $5,164 | 加仓 |
| DEO | DIAGEO PLC | $5.80万 | 0.01% | 779 | -1,606 | -67.3% | -$11.95万 | 减仓 |
| MAC | MACERICH CO | $5.79万 | 0.01% | 3,065 | 27 | 0.9% | $510 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5.73万 | 0.01% | 1,018 | -100 | -8.9% | -$5,632 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $5.69万 | 0.01% | 568 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $5.65万 | 0.01% | 175 | 100 | 133.3% | $3.23万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.63万 | 0.01% | 1,913 | 1,913 | — | $5.63万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $5.58万 | 0.01% | 1,071 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.50万 | 0.01% | 563 | 4 | 0.7% | $390 | 加仓 |
| — | GLADSTONE CAP CORP | $5.46万 | 0.01% | 3,148 | 75 | 2.4% | $1,301 | 加仓 |
| SRE | SEMPRA | $5.37万 | 0.01% | 553 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $5.33万 | 0.01% | 1,093 | 23 | 2.1% | $1,121 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5.27万 | 0.01% | 861 | 1 | 0.1% | $61 | 加仓 |
| NKE | NIKE INC | $5.24万 | 0.01% | 993 | 2 | 0.2% | $106 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5.20万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $5.00万 | 0.01% | 1,034 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $4.95万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $4.94万 | 0.01% | 1,985 | -1,382 | -41.0% | -$3.44万 | 减仓 |
| AA | ALCOA CORP | $4.86万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $4.83万 | 0.01% | 150 | 100 | 200.0% | $3.22万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $4.55万 | 0.01% | 1,970 | -65 | -3.2% | -$1,502 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.51万 | 0.01% | 1,896 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $4.48万 | 0.01% | 3,916 | 97 | 2.5% | $1,109 | 加仓 |
| NVT | NVENT ELEC PLC | $4.43万 | 0.01% | 375 | 101 | 36.9% | $1.19万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $4.40万 | 0.01% | 746 | 115 | 18.2% | $6,789 | 加仓 |
| HODL | VANECK BITCOIN ETF | $4.23万 | 0.01% | 2,208 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $4.12万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $4.11万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $4.10万 | 0.01% | 1,073 | 9 | 0.8% | $344 | 加仓 |
| DCI | DONALDSON INC | $4.04万 | 0.01% | 476 | 2 | 0.4% | $170 | 加仓 |
| DAL | DELTA AIR LINES INC | $4.02万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.00万 | 0.01% | 919 | 82 | 9.8% | $3,570 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.99万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.93万 | 0.01% | 717 | 1 | 0.1% | $55 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $3.87万 | 0.01% | 1,178 | 14 | 1.2% | $460 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.87万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $3.79万 | 0.01% | 4,039 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.77万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3.74万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $3.73万 | 0.01% | 304 | -69 | -18.5% | -$8,472 | 减仓 |
| NXT | NEXTPOWER INC | $3.62万 | 0.01% | 300 | 150 | 100.0% | $1.81万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $3.56万 | 0.01% | 3,219 | 91 | 2.9% | $1,007 | 加仓 |