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 |
|---|---|---|---|---|---|---|---|---|
| — | WISDOMTREE TR | $3.54万 | 0.01% | 306 | 1 | 0.3% | $116 | 加仓 |
| DNN | DENISON MINES CORP | $3.53万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.49万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $3.46万 | 0.01% | 7,463 | 122 | 1.7% | $565 | 加仓 |
| CLS | CELESTICA INC | $3.41万 | 0.01% | 121 | 121 | — | $3.41万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $3.38万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.36万 | 0.01% | 834 | 7 | 0.8% | $282 | 加仓 |
| — | DUPONT DE NEMOURS INC | $3.34万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $3.33万 | 0.01% | 1,092 | -36 | -3.2% | -$1,098 | 减仓 |
| NVO | NOVO-NORDISK A S | $3.29万 | 0.01% | 895 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $3.19万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3.12万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC | $3.12万 | 0.01% | 930 | 6 | 0.6% | $201 | 加仓 |
| KTB | KONTOOR BRANDS INC | $3.12万 | 0.01% | 443 | 3 | 0.7% | $211 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $3.10万 | 0.01% | 940 | 0 | 0.0% | — | 不变 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $3.10万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.09万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.08万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3.03万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3.01万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.99万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.99万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.97万 | 0.01% | 421 | -342 | -44.8% | -$2.41万 | 减仓 |
| SJM | SMUCKER J M CO | $2.94万 | 0.00% | 305 | -32 | -9.5% | -$3,089 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.92万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.90万 | 0.00% | 967 | -41 | -4.1% | -$1,229 | 减仓 |
| ILCG | ISHARES TR | $2.87万 | 0.00% | 301 | 1 | 0.3% | $95 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2.85万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $2.84万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2.84万 | 0.00% | 320 | 3 | 0.9% | $266 | 加仓 |
| CHWY | CHEWY INC | $2.83万 | 0.00% | 1,050 | 1,000 | 2,000.0% | $2.70万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.83万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $2.82万 | 0.00% | 100 | 50 | 100.0% | $1.41万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.78万 | 0.00% | 1,552 | 2 | 0.1% | $36 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $2.76万 | 0.00% | 221 | -79 | -26.3% | -$9,878 | 减仓 |
| RDDT | REDDIT INC | $2.69万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $2.66万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $2.63万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JKS | JINKOSOLAR HLDG CO LTD | $2.61万 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $2.54万 | 0.00% | 3,305 | 3,305 | — | $2.54万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2.53万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2.51万 | 0.00% | 125 | -10 | -7.4% | -$2,007 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.49万 | 0.00% | 461 | -94 | -16.9% | -$5,082 | 减仓 |
| CRWV | COREWEAVE INC | $2.48万 | 0.00% | 320 | -81 | -20.2% | -$6,275 | 减仓 |
| SUSC | ISHARES TR | $2.44万 | 0.00% | 1,053 | 7 | 0.7% | $162 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $2.42万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.40万 | 0.00% | 511 | -2,831 | -84.7% | -$13.31万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $2.34万 | 0.00% | 504 | -100 | -16.6% | -$4,647 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $2.23万 | 0.00% | 386 | -121 | -23.9% | -$7,003 | 减仓 |
| — | GLADSTONE INVT CORP | $2.23万 | 0.00% | 1,570 | 27 | 1.7% | $383 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.21万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $2.14万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $2.13万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $2.12万 | 0.00% | 2,078 | 26 | 1.3% | $265 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $2.11万 | 0.00% | 889 | 25 | 2.9% | $592 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2.10万 | 0.00% | 862 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.05万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $2.03万 | 0.00% | 1,128 | 29 | 2.6% | $523 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.03万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2.03万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $2.00万 | 0.00% | 2,425 | 500 | 26.0% | $4,130 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2.00万 | 0.00% | 226 | -14 | -5.8% | -$1,238 | 减仓 |
| CALM | CAL MAINE FOODS INC | $1.98万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.97万 | 0.00% | 74 | -37 | -33.3% | -$9,870 | 减仓 |
| CCL | CARNIVAL CORP | $1.92万 | 0.00% | 743 | 7 | 1.0% | $181 | 加仓 |
| GBX | GREENBRIER COS INC | $1.91万 | 0.00% | 363 | 2 | 0.6% | $105 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1.88万 | 0.00% | 209 | 2 | 1.0% | $180 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.84万 | 0.00% | 89 | 1 | 1.1% | $207 | 加仓 |
| IYC | ISHARES TR | $1.84万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $1.81万 | 0.00% | 1,666 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.80万 | 0.00% | 1,042 | 11 | 1.1% | $190 | 加仓 |
| THG | HANOVER INS GROUP INC | $1.77万 | 0.00% | 102 | 102 | — | $1.77万 | 新建仓 |
| XYL | XYLEM INC | $1.75万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $1.74万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.68万 | 0.00% | 229 | 229 | — | $1.68万 | 新建仓 |
| AON | AON PLC | $1.68万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.65万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1.64万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.63万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.60万 | 0.00% | 226 | 2 | 0.9% | $141 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $1.59万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $1.57万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.56万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1.56万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1.54万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $1.54万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.53万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1.52万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $1.50万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.45万 | 0.00% | 74 | 5 | 7.2% | $980 | 加仓 |
| DOLE | DOLE PLC | $1.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.43万 | 0.00% | 752 | 575 | 324.9% | $1.09万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.42万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LINC | LINCOLN EDL SVCS CORP | $1.42万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1.42万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $1.42万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1.38万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.38万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.35万 | 0.00% | 230 | -355 | -60.7% | -$2.08万 | 减仓 |