13F 机构持仓

Ritter Daniher Financial Advisory LLC / DE

CINCINNATI OH · SEC CIK 0001936603

2026Q22026Q1 更早 9 个季度 🔒
$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
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 15.7%
PYLD 7.8%
DGRO 7.7%
IEFA 5.9%
AVEM 5.5%
VNLA 4.9%
IJH 4.9%
IJR 3.3%
QGRW 3.0%
VOO 2.0%

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
L LOEWS CORP $1.33万0.00%125 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $1.29万0.00%391 -8-2.0% -$264 减仓
XEL XCEL ENERGY INC $1.29万0.00%162 00.0% — 不变
NEAR ISHARES U S ETF TR $1.27万0.00%250 00.0% — 不变
FJAN FIRST TR EXCHNG TRADED FD VI $1.26万0.00%250 00.0% — 不变
ETR ENTERGY CORP NEW $1.24万0.00%110 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $1.23万0.00%221 00.0% — 不变
ROST ROSS STORES INC $1.21万0.00%56 00.0% — 不变
LRCX LAM RESEARCH CORP $1.21万0.00%57 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.17万0.00%81 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $1.17万0.00%221 -12-5.2% -$634 减仓
LIT GLOBAL X FDS $1.17万0.00%157 00.0% — 不变
MO ALTRIA GROUP INC $1.16万0.00%176 52.9% $330 加仓
FTNT FORTINET INC $1.14万0.00%140 00.0% — 不变
CMS CMS ENERGY CORP $1.14万0.00%147 00.0% — 不变
AME AMETEK INC $1.14万0.00%53 00.0% — 不变
NI NISOURCE INC $1.12万0.00%241 00.0% — 不变
SMB VANECK ETF TRUST $1.12万0.00%648 30.5% $52 加仓
— FIRST TR EXCHNG TRADED FD VI $1.12万0.00%320 00.0% — 不变
RUN SUNRUN INC $1.11万0.00%820 00.0% — 不变
EME EMCOR GROUP INC $1.11万0.00%15 00.0% — 不变
SLG SL GREEN RLTY CORP $1.11万0.00%300 00.0% — 不变
GMED GLOBUS MED INC $1.09万0.00%127 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $1.09万0.00%18 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.06万0.00%35 00.0% — 不变
DOV DOVER CORP $1.06万0.00%51 00.0% — 不变
EMR EMERSON ELEC CO $1.06万0.00%81 11.2% $130 加仓
MRVL MARVELL TECHNOLOGY INC $1.04万0.00%105 00.0% — 不变
XCHYX CALAMOS CONV & HIGH INCOME F $1.03万0.00%950 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1.03万0.00%76 00.0% — 不变
DTE DTE ENERGY CO $1.02万0.00%70 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $1.02万0.00%160 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $1.01万0.00%213 00.0% — 不变
AMGN AMGEN INC $9,9640.00%28 00.0% — 不变
CHAT TIDAL TRUST II $9,9580.00%161 125347.2% $7,731 加仓
USMV ISHARES TR $9,8310.00%106 00.0% — 不变
ARKW ARK ETF TR $9,7920.00%81 00.0% — 不变
RL RALPH LAUREN CORP $9,6320.00%28 00.0% — 不变
NRG NRG ENERGY INC $9,5510.00%65 00.0% — 不变
MTB M & T BK CORP $9,5100.00%46 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $9,4800.00%115 115— $9,480 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $9,4240.00%5 00.0% — 不变
HUBB HUBBELL INC $9,3250.00%19 00.0% — 不变
ACGL ARCH CAP GROUP LTD $9,3120.00%97 00.0% — 不变
GDEC FIRST TR EXCHNG TRADED FD VI $9,2550.00%250 00.0% — 不变
REG REGENCY CTRS CORP $9,1550.00%121 00.0% — 不变
EBAY EBAY INC. $9,1020.00%100 -2,585-96.3% -$23.53万 减仓
SPG SIMON PPTY GROUP INC NEW $8,9540.00%48 00.0% — 不变
EVRG EVERGY INC $8,9300.00%109 00.0% — 不变
HST HOST HOTELS & RESORTS INC $8,8910.00%464 00.0% — 不变
IGV ISHARES TR $8,8060.00%110 00.0% — 不变
ARCO ARCOS DORADOS HLDGS INC $8,7030.00%1,055 00.0% — 不变
DE DEERE & CO $8,4500.00%15 00.0% — 不变
— TIDAL TRUST I $8,4400.00%200 00.0% — 不变
ITT ITT INC $8,3840.00%44 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $8,3780.00%181 00.0% — 不变
EWA ISHARES INC $8,3280.00%300 00.0% — 不变
MTG MGIC INVT CORP WIS $8,3220.00%317 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $8,2420.00%14 00.0% — 不变
CRBG COREBRIDGE FINL INC $8,2030.00%344 41.2% $95 加仓
RPV INVESCO EXCHANGE TRADED FD T $8,0980.00%75 00.0% — 不变
TLN TALEN ENERGY CORP $7,9810.00%25 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $7,8630.00%110 00.0% — 不变
GGB GERDAU SA $7,7080.00%2,135 00.0% — 不变
COF CAPITAL ONE FINL CORP $7,5820.00%42 12.4% $181 加仓
VST VISTRA CORP $7,5390.00%50 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $7,4800.00%298 103.5% $251 加仓
BW BABCOCK & WILCOX ENTERPRISES $7,3450.00%500 00.0% — 不变
RNST RENASANT CORP $7,2990.00%202 00.0% — 不变
F FORD MTR CO $7,2530.00%628 61.0% $69 加仓
ITRI ITRON INC $7,1710.00%80 00.0% — 不变
CC CHEMOURS CO $7,1600.00%325 00.0% — 不变
WMB WILLIAMS COS INC $6,9870.00%96 00.0% — 不变
— THE ALGER ETF TRUST $6,9370.00%356 00.0% — 不变
DRI DARDEN RESTAURANTS INC $6,8620.00%35 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $6,8610.00%146 -99-40.4% -$4,652 减仓
GIS GENERAL MILLS INC $6,8490.00%184 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $6,7810.00%31 31— $6,781 新建仓
AZO AUTOZONE INC $6,7560.00%2 00.0% — 不变
BAX BAXTER INTL INC $6,7240.00%400 00.0% — 不变
EXPE EXPEDIA GROUP INC $6,6960.00%29 00.0% — 不变
DXYZ DESTINY TECH100 INC $6,6950.00%250 00.0% — 不变
— RIVERNORTH OPPORTUNISTIC MUN $6,6920.00%444 71.6% $106 加仓
JTEK J P MORGAN EXCHANGE TRADED F $6,6820.00%84 00.0% — 不变
CSL CARLISLE COS INC $6,6730.00%20 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $6,5410.00%95 00.0% — 不变
WRB BERKLEY W R CORP $6,4960.00%98 00.0% — 不变
POST POST HLDGS INC $6,3280.00%64 00.0% — 不变
FCX FREEPORT MCMORAN INC $6,1720.00%105 00.0% — 不变
AYI ACUITY INC $6,1650.00%22 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $5,9760.00%278 10.4% $21 加仓
SOXX ISHARES TR $5,9160.00%18 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $5,7460.00%105 00.0% — 不变
WWD WOODWARD INC $5,7270.00%16 00.0% — 不变
— SWARMER INC $5,6640.00%120 120— $5,664 新建仓
STNE STONECO LTD $5,6480.00%400 00.0% — 不变
ARTY ISHARES TR $5,5450.00%119 00.0% — 不变
PKG PACKAGING CORP AMER $5,5180.00%26 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $5,3920.00%79 00.0% — 不变
VAW VANGUARD WORLD FD $5,3790.00%24 00.0% — 不变