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
CMCSA COMCAST CORP NEW $12.91万0.02%5,259 -903-14.7% -$2.22万 减仓
AGG ISHARES TR $12.77万0.02%1,290 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $12.67万0.02%255 -27-9.6% -$1.34万 减仓
VV VANGUARD INDEX FDS $12.62万0.02%367 00.0% — 不变
MMM 3M CO $12.35万0.02%763 00.0% — 不变
MPLX MPLX LP $12.24万0.02%2,173 00.0% — 不变
— MORGAN STANLEY ETF TRUST $12.16万0.02%1,335 00.0% — 不变
NOBL PROSHARES TR $12.06万0.02%2,148 -182-7.8% -$1.02万 减仓
QUAL ISHARES TR $11.96万0.02%545 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $11.93万0.02%2,847 00.0% — 不变
BSV VANGUARD BD INDEX FDS $11.92万0.02%1,530 00.0% — 不变
GNOV FIRST TR EXCHNG TRADED FD VI $11.91万0.02%2,849 -63-2.2% -$2,633 减仓
BIV VANGUARD BD INDEX FDS $11.51万0.02%1,500 00.0% — 不变
KLAC KLA CORP $11.43万0.02%379 -101-21.0% -$3.05万 减仓
OEF ISHARES TR $11.42万0.02%312 00.0% — 不变
PMBS PIMCO ETF TR $11.11万0.02%2,250 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $11.04万0.02%190 00.0% — 不变
PDEC INNOVATOR ETFS TRUST $10.60万0.02%2,310 -125-5.1% -$5,736 减仓
PNC PNC FINL SVCS GROUP INC $10.54万0.02%428 00.0% — 不变
GAPR FIRST TR EXCHNG TRADED FD VI $10.48万0.02%2,515 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $10.29万0.02%836 749.7% $9,111 加仓
PAVE GLOBAL X FDS $10.12万0.02%1,718 1,718— $10.12万 新建仓
ORLY OREILLY AUTOMOTIVE INC $9.95万0.02%1,080 00.0% — 不变
VFH VANGUARD WORLD FD $9.74万0.01%740 253.5% $3,290 加仓
OKE ONEOK INC NEW $9.67万0.01%1,113 10.1% $87 加仓
PHYS SPROTT ASSET MANAGEMENT LP $9.65万0.01%3,200 00.0% — 不变
ICLN ISHARES TR $9.28万0.01%4,528 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $9.24万0.01%5,212 00.0% — 不变
LIN LINDE PLC $9.20万0.01%177 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $9.12万0.01%2,475 00.0% — 不变
NUE NUCOR CORP $9.02万0.01%405 51.2% $1,114 加仓
CMI CUMMINS INC $8.92万0.01%125 00.0% — 不变
CINF CINCINNATI FINL CORP $8.81万0.01%476 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $8.55万0.01%1,896 00.0% — 不变
VOT VANGUARD INDEX FDS $8.42万0.01%275 00.0% — 不变
VO VANGUARD INDEX FDS $8.22万0.01%1,020 00.0% — 不变
VDE VANGUARD WORLD FD $8.11万0.01%540 30.6% $451 加仓
REMX VANECK ETF TRUST $7.92万0.01%895 00.0% — 不变
ABT ABBOTT LABORATORIES $7.86万0.01%866 00.0% — 不变
MAC MACERICH CO $7.72万0.01%3,065 00.0% — 不变
T AT&T INC $7.64万0.01%3,690 -960-20.6% -$1.99万 减仓
GPIX GOLDMAN SACHS ETF TR $7.50万0.01%1,350 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $7.49万0.01%1,021 30.3% $220 加仓
XLP SELECT SECTOR SPDR TR $7.24万0.01%872 00.0% — 不变
CNI CANADIAN NATL RY CO $7.15万0.01%600 00.0% — 不变
GLW CORNING INC $7.02万0.01%275 00.0% — 不变
SNY SANOFI SA $7.01万0.01%1,644 -2,682-62.0% -$11.44万 减仓
LHX L3HARRIS TECHNOLOGIES INC $6.92万0.01%238 00.0% — 不变
XJH ISHARES TR $6.86万0.01%1,316 00.0% — 不变
VXUS VANGUARD STAR FDS $6.84万0.01%800 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $6.79万0.01%1,635 -55-3.3% -$2,285 减仓
ENB ENBRIDGE INC $6.77万0.01%1,249 00.0% — 不变
BDX BECTON DICKINSON & CO $6.70万0.01%443 -143-24.4% -$2.16万 减仓
SBUX STARBUCKS CORP $6.68万0.01%654 -215-24.7% -$2.20万 减仓
ALAB ASTERA LABS INC $6.62万0.01%137 137— $6.62万 新建仓
— INVESCO EXCH TRADED FD TR II $6.49万0.01%1,913 00.0% — 不变
ICLR ICON PUB LTD CO $6.44万0.01%371 00.0% — 不变
ESGD ISHARES TR $6.37万0.01%620 00.0% — 不变
— GLADSTONE CAP CORP $6.26万0.01%3,222 742.4% $1,437 加仓
CTVA CORTEVA INC $6.17万0.01%729 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $6.16万0.01%1,454 -20-1.4% -$847 减仓
NPFD NUVEEN VRIABL RAT PFD & INM $6.15万0.01%3,269 -1,498-31.4% -$2.82万 减仓
THNQ EXCHANGE TRADED CONCEPTS TRU $6.04万0.01%662 -84-11.3% -$7,665 减仓
ADP AUTOMATIC DATA PROCESSING IN $6.00万0.01%268 -134-33.3% -$3.00万 减仓
SPSM SPDR SERIES TRUST $5.96万0.01%1,034 00.0% — 不变
— DIMENSIONAL ETF TRUST $5.82万0.01%832 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC $5.76万0.01%1,071 00.0% — 不变
OMC OMNICOM GROUP INC $5.70万0.01%783 -246-23.9% -$1.79万 减仓
DAL DELTA AIR LINES INC $5.66万0.01%604 00.0% — 不变
DECK DECKERS OUTDOOR CORP $5.64万0.01%568 00.0% — 不变
IAU ISHARES GOLD TR $5.34万0.01%707 00.0% — 不变
ANET ARISTA NETWORKS INC $5.16万0.01%304 00.0% — 不变
SRE SEMPRA $5.13万0.01%553 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $5.12万0.01%1,014 -79-7.2% -$3,989 减仓
NOC NORTHROP GRUMMAN CORP $5.09万0.01%100 00.0% — 不变
ADBE ADOBE INC $5.02万0.01%245 -167-40.5% -$3.42万 减仓
SPHY SPDR SERIES TRUST $4.95万0.01%2,350 2,350— $4.95万 新建仓
SCHR SCHWAB STRATEGIC TR $4.94万0.01%2,005 201.0% $493 加仓
GOOD GLADSTONE COMMERCIAL CORP $4.93万0.01%4,010 942.4% $1,156 加仓
SHY ISHARES TR $4.93万0.01%600 00.0% — 不变
— ISHARES TR $4.85万0.01%919 00.0% — 不变
— FIDELITY COVINGTON TRUST $4.80万0.01%1,970 00.0% — 不变
PSA PUBLIC STORAGE $4.77万0.01%150 -109-42.1% -$3.47万 减仓
NVT NVENT ELEC PLC $4.66万0.01%275 -100-26.7% -$1.69万 减仓
UNIT UNITI GROUP LLC $4.63万0.01%4,039 00.0% — 不变
PEBO PEOPLES BANCORP INC $4.58万0.01%1,193 151.3% $576 加仓
CLS CELESTICA INC $4.41万0.01%121 00.0% — 不变
NVO NOVO-NORDISK A S $4.29万0.01%895 00.0% — 不变
ALAI THE ALGER ETF TRUST $4.29万0.01%940 00.0% — 不变
DCI DONALDSON INC $4.29万0.01%477 10.2% $90 加仓
APOG APOGEE ENTERPRISES INC $4.28万0.01%936 60.6% $275 加仓
NKE NIKE INC $4.08万0.01%995 20.2% $82 加仓
VWO VANGUARD INTL EQUITY INDEX F $4.08万0.01%684 22348.4% $1.33万 加仓
— WISDOMTREE TR $4.03万0.01%308 20.7% $262 加仓
VPU VANGUARD WORLD FD $3.95万0.01%202 10.5% $195 加仓
PPL PPL CORP $3.93万0.01%1,081 80.7% $291 加仓
WS WORTHINGTON STL INC $3.86万0.01%1,150 00.0% — 不变
AA ALCOA CORP $3.82万0.01%733 00.0% — 不变
DEO DIAGEO PLC $3.82万0.01%475 -304-39.0% -$2.44万 减仓
SCHV SCHWAB STRATEGIC TR $3.80万0.01%1,092 00.0% — 不变