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
KTB KONTOOR BRANDS INC $3.69万0.01%443 00.0% — 不变
HODL VANECK BITCOIN ETF $3.67万0.01%2,208 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $3.60万0.01%400 00.0% — 不变
HUM HUMANA INC $3.58万0.01%90 00.0% — 不变
CSX CSX CORP $3.56万0.01%750 00.0% — 不变
XLE SELECT SECTOR SPDR TR $3.53万0.01%665 -196-22.8% -$1.04万 减仓
ILCG ISHARES TR $3.52万0.01%301 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $3.51万0.01%7,601 1381.8% $638 加仓
TDIV FIRST TR EXCHANGE TRADED FD $3.50万0.01%305 00.0% — 不变
AMP AMERIPRISE FINL INC $3.49万0.01%76 00.0% — 不变
RDDT REDDIT INC $3.47万0.01%200 00.0% — 不变
SJM SMUCKER J M CO $3.46万0.01%307 20.7% $225 加仓
PRU PRUDENTIAL FINL INC $3.28万0.00%304 -259-46.0% -$2.80万 减仓
UAL UNITED AIRLS HLDGS INC $3.26万0.00%240 00.0% — 不变
IVOG VANGUARD ADMIRAL FDS INC $3.23万0.00%221 00.0% — 不变
WTRG ESSENTIAL UTILS INC $3.22万0.00%842 81.0% $306 加仓
CRWV COREWEAVE INC $3.19万0.00%320 00.0% — 不变
ENPH ENPHASE ENERGY INC $3.15万0.00%640 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $3.13万0.00%105 00.0% — 不变
VNQ VANGUARD INDEX FDS $3.11万0.00%323 30.9% $289 加仓
FBT FIRST TR EXCHANGE-TRADED FD $3.10万0.00%125 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $3.09万0.00%975 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $3.09万0.00%504 00.0% — 不变
LULU LULULEMON ATHLETICA INC $3.07万0.00%269 00.0% — 不变
ORI OLD REP INTL CORP $3.07万0.00%750 00.0% — 不变
SHW SHERWIN WILLIAMS CO $3.06万0.00%89 00.0% — 不变
DNN DENISON MINES CORP $3.06万0.00%10,000 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $3.05万0.00%1,558 60.4% $118 加仓
— FIRST TR EXCHNG TRADED FD VI $2.99万0.00%982 151.6% $457 加仓
IBRX IMMUNITYBIO INC $2.89万0.00%3,305 00.0% — 不变
AEIS ADVANCED ENERGY INDS $2.80万0.00%75 -100-57.1% -$3.73万 减仓
ED CONSOLIDATED EDISON INC $2.77万0.00%250 00.0% — 不变
— WARNER BROS DISCOVERY INC $2.72万0.00%1,021 1,021— $2.72万 新建仓
ITW ILLINOIS TOOL WKS INC $2.70万0.00%100 -45-31.0% -$1.22万 减仓
IBIT ISHARES BITCOIN TRUST ETF $2.67万0.00%803 00.0% — 不变
TRFK PACER FDS TR $2.67万0.00%250 250— $2.67万 新建仓
SLYG SPDR SERIES TRUST $2.62万0.00%220 00.0% — 不变
IGSB ISHARES TR $2.62万0.00%500 00.0% — 不变
ASA ASA GOLD AND PRECIOUS MTLS L $2.60万0.00%500 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $2.53万0.00%89 00.0% — 不变
STE STERIS PLC $2.53万0.00%120 00.0% — 不变
APLD APPLIED DIGITAL CORP $2.50万0.00%671 00.0% — 不变
MYRG MYR GROUP INC $2.50万0.00%50 -50-50.0% -$2.50万 减仓
SUSC ISHARES TR $2.47万0.00%1,065 121.1% $278 加仓
— GLADSTONE INVT CORP $2.46万0.00%1,594 241.5% $371 加仓
LRCX LAM RESEARCH CORP $2.46万0.00%57 00.0% — 不变
ITA ISHARES TR $2.42万0.00%100 00.0% — 不变
VIK VIKING HOLDINGS LTD $2.40万0.00%229 00.0% — 不变
FR FIRST INDL RLTY TR INC $2.37万0.00%386 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD T $2.34万0.00%362 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $2.32万0.00%199 -895-81.8% -$10.44万 减仓
BABA ALIBABA GROUP HLDG LTD $2.31万0.00%241 83.4% $768 加仓
DLS WISDOMTREE TR $2.24万0.00%268 51.9% $418 加仓
SNX TD SYNNEX CORPORATION $2.19万0.00%82 00.0% — 不变
THG HANOVER INS GROUP INC $2.18万0.00%102 00.0% — 不变
JOBY JOBY AVIATION INC $2.16万0.00%2,425 00.0% — 不变
FTNT FORTINET INC $2.15万0.00%140 00.0% — 不变
CCL CARNIVAL CORP LTD $2.12万0.00%743 743— $2.12万 新建仓
VIGI VANGUARD WHITEHALL FDS $2.11万0.00%226 00.0% — 不变
STT STATE STR CORP $2.09万0.00%123 00.0% — 不变
MTZ MASTEC INC $2.08万0.00%50 -100-66.7% -$4.16万 减仓
CHWY CHEWY INC $2.06万0.00%1,050 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2.06万0.00%133 -6-4.3% -$929 减仓
CI THE CIGNA GROUP $2.04万0.00%74 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.04万0.00%352 -189-34.9% -$1.09万 减仓
KVUE KENVUE INC $1.99万0.00%1,042 00.0% — 不变
DOW DOW HLDGS INC $1.99万0.00%727 00.0% — 不变
PDP INVESCO EXCHANGE TRADED FD T $1.97万0.00%130 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $1.93万0.00%224 00.0% — 不变
MET METLIFE INC $1.92万0.00%227 10.4% $85 加仓
IYC ISHARES TR $1.92万0.00%190 00.0% — 不变
OBDC BLUE OWL CAPITAL CORPORATION $1.84万0.00%1,688 -1,531-47.6% -$1.66万 减仓
LAND GLADSTONE LD CORP $1.80万0.00%2,109 311.5% $264 加仓
PAG PENSKE AUTOMOTIVE GRP INC $1.79万0.00%100 100— $1.79万 新建仓
NXT NEXTPOWER INC $1.79万0.00%150 -150-50.0% -$1.79万 减仓
CSIQ CANADIAN SOLAR INC $1.78万0.00%1,110 00.0% — 不变
LINC LINCOLN EDL SVCS CORP $1.75万0.00%350 00.0% — 不变
XYL XYLEM INC $1.73万0.00%147 10.7% $118 加仓
JKS JINKOSOLAR HLDG CO LTD $1.73万0.00%1,028 00.0% — 不变
LMT LOCKHEED MARTIN CORP $1.73万0.00%34 00.0% — 不变
AON AON PLC $1.72万0.00%52 00.0% — 不变
XT ISHARES TR $1.72万0.00%208 00.0% — 不变
CB CHUBB LIMITED $1.70万0.00%50 00.0% — 不变
PH PARKER-HANNIFIN CORP $1.68万0.00%17 00.0% — 不变
CHAT TIDAL TRUST II $1.65万0.00%167 63.7% $592 加仓
XLU SELECT SECTOR SPDR TR $1.63万0.00%360 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP $1.63万0.00%862 00.0% — 不变
WPC WP CAREY INC $1.59万0.00%223 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.57万0.00%74 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1.55万0.00%376 283304.3% $1.17万 加仓
— GLOBAL X FDS $1.47万0.00%752 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $1.46万0.00%75 00.0% — 不变
IT GARTNER INC $1.43万0.00%110 00.0% — 不变
TROW PRICE T ROWE GROUP INC $1.42万0.00%125 -84-40.2% -$9,550 减仓
SCHE SCHWAB STRATEGIC TR $1.42万0.00%392 10.3% $36 加仓
L LOEWS CORP $1.42万0.00%125 00.0% — 不变
MOG/A MOOG INC $1.40万0.00%33 33— $1.40万 新建仓
WEC WEC ENERGY GROUP INC $1.39万0.00%119 00.0% — 不变
— ETF SER SOLUTIONS $1.38万0.00%400 400— $1.38万 新建仓
FJAN FIRST TR EXCHNG TRADED FD VI $1.38万0.00%250 00.0% — 不变