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
SLVP ISHARES INC $1.33万0.00%430 430— $1.33万 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $1.31万0.00%273 12787.0% $6,108 加仓
TAN INVESCO EXCH TRADED FD TR II $1.31万0.00%221 00.0% — 不变
XEL XCEL ENERGY INC $1.30万0.00%162 00.0% — 不变
XCHYX CALAMOS CONV & HIGH INCOME F $1.29万0.00%950 00.0% — 不变
MO ALTRIA GROUP INC $1.28万0.00%179 31.7% $215 加仓
AME AMETEK INC $1.28万0.00%53 00.0% — 不变
NEAR ISHARES U S ETF TR $1.27万0.00%250 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1.27万0.00%72 00.0% — 不变
ETR ENTERGY CORP NEW $1.26万0.00%110 00.0% — 不变
EME EMCOR GROUP INC $1.25万0.00%15 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.23万0.00%81 00.0% — 不变
LIT GLOBAL X FDS $1.23万0.00%157 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $1.21万0.00%225 41.8% $216 加仓
TDY TELEDYNE TECHNOLOGIES INC $1.20万0.00%18 00.0% — 不变
ROST ROSS STORES INC $1.19万0.00%56 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $1.19万0.00%700 00.0% — 不变
ARKW ARK ETF TR $1.18万0.00%81 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.15万0.00%320 00.0% — 不变
SOXX ISHARES TR $1.15万0.00%18 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $1.15万0.00%213 00.0% — 不变
BP BP PLC $1.15万0.00%311 -200-39.1% -$7,390 减仓
NI NISOURCE INC $1.15万0.00%241 00.0% — 不变
DOV DOVER CORP $1.14万0.00%51 00.0% — 不变
ARTY ISHARES TR $1.14万0.00%149 3025.2% $2,288 加仓
SMB VANECK ETF TRUST $1.13万0.00%650 20.3% $35 加仓
CMS CMS ENERGY CORP $1.12万0.00%147 00.0% — 不变
RL RALPH LAUREN CORP $1.12万0.00%28 00.0% — 不变
EMBJ EMBRAER S.A. $1.12万0.00%175 175— $1.12万 新建仓
HST HOST HOTELS & RESORTS INC $1.10万0.00%464 00.0% — 不变
RUN SUNRUN INC $1.10万0.00%820 00.0% — 不变
MTB M & T BK CORP $1.09万0.00%46 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.07万0.00%48 00.0% — 不变
DTE DTE ENERGY CO $1.06万0.00%70 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $1.05万0.00%160 00.0% — 不变
VLO VALERO ENERGY CORP $1.05万0.00%40 40— $1.05万 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $1.04万0.00%5 00.0% — 不变
USMV ISHARES TR $1.02万0.00%106 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $1.02万0.00%182 10.6% $56 加仓
VGK VANGUARD INTL EQUITY INDEX F $1.02万0.00%115 00.0% — 不变
— TIDAL TRUST I $1.01万0.00%200 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1.01万0.00%76 00.0% — 不变
GMED GLOBUS MED INC $1.00万0.00%127 00.0% — 不变
GBX GREENBRIER COS INC $9,9930.00%204 -159-43.8% -$7,789 减仓
IGV ISHARES TR $9,9660.00%110 00.0% — 不变
GDEC FIRST TR EXCHNG TRADED FD VI $9,9520.00%250 00.0% — 不变
HUBB HUBBELL INC $9,9410.00%19 00.0% — 不变
CRBG COREBRIDGE FINL INC $9,9280.00%347 30.9% $86 加仓
REG REGENCY CTRS CORP $9,6490.00%121 00.0% — 不变
NRG NRG ENERGY INC $9,5450.00%65 00.0% — 不变
EVRG EVERGY INC $9,4210.00%109 00.0% — 不变
ACGL ARCH CAP GROUP LTD $9,4150.00%97 00.0% — 不变
JTEK J P MORGAN EXCHANGE TRADED F $9,3710.00%84 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $9,3640.00%95 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $9,1520.00%316 186.0% $521 加仓
MTG MGIC INVT CORP WIS $8,9400.00%317 00.0% — 不变
F FORD MTR CO $8,8140.00%634 61.0% $83 加仓
ITT ITT INC $8,7020.00%44 00.0% — 不变
ARCO ARCOS DORADOS HLDGS INC $8,6470.00%1,073 181.7% $145 加仓
RPV INVESCO EXCHANGE TRADED FD T $8,6340.00%76 11.3% $114 加仓
GGB GERDAU SA $8,6260.00%2,135 00.0% — 不变
RNST RENASANT CORP $8,5940.00%202 00.0% — 不变
BAX BAXTER INTL INC $8,5380.00%400 00.0% — 不变
EWA ISHARES INC $8,4480.00%300 00.0% — 不变
COF CAPITAL ONE FINL CORP $8,3740.00%42 00.0% — 不变
AYI ACUITY INC $8,2870.00%22 00.0% — 不变
VXF VANGUARD INDEX FDS $8,1440.00%33 33— $8,144 新建仓
MLM MARTIN MARIETTA MATLS INC $8,0740.00%14 00.0% — 不变
VST VISTRA CORP $7,9550.00%50 00.0% — 不变
FDL FIRST TR EXCHANGE-TRADED FD $7,7860.00%160 160— $7,786 新建仓
CVS CVS HEALTH CORP $7,5780.00%73 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $7,5660.00%130 -100-43.5% -$5,820 减仓
SMR NUSCALE PWR CORP $7,5230.00%750 -916-55.0% -$9,188 减仓
EXPE EXPEDIA GROUP INC $7,4210.00%29 00.0% — 不变
JBL JABIL INC $7,3250.00%19 00.0% — 不变
CSL CARLISLE COS INC $7,2550.00%20 00.0% — 不变
DRI DARDEN RESTAURANTS INC $7,2110.00%35 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $7,2030.00%113 32.7% $191 加仓
BROS DUTCH BROS INC $7,1810.00%100 00.0% — 不变
WMB WILLIAMS COS INC $7,1370.00%96 00.0% — 不变
— RIVERNORTH OPPORTUNISTIC MUN $7,0030.00%452 81.8% $124 加仓
ITRI ITRON INC $6,9230.00%80 00.0% — 不变
WRB BERKLEY W R CORP $6,9120.00%98 00.0% — 不变
WWD WOODWARD INC $6,8080.00%16 00.0% — 不变
VOYG VOYAGER TECHNOLOGIES INC $6,7730.00%210 210— $6,773 新建仓
ROBO EXCHANGE TRADED CONCEPTS TRU $6,7500.00%79 00.0% — 不变
CC CHEMOURS CO $6,6690.00%325 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $6,6310.00%280 20.7% $47 加仓
FCX FREEPORT MCMORAN INC $6,6040.00%105 00.0% — 不变
DXYZ DESTINY TECH100 INC $6,4400.00%250 00.0% — 不变
GIS GENERAL MILLS INC $6,4040.00%184 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $6,2630.00%49 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $6,2520.00%105 00.0% — 不变
PKG PACKAGING CORP AMER $6,1960.00%26 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $6,1440.00%57 00.0% — 不变
RONB BARON ETF TR $6,1000.00%250 250— $6,100 新建仓
NXPI NXP SEMICONDUCTORS N V $5,8010.00%21 00.0% — 不变
VELO VELO3D INC $5,7920.00%330 330— $5,792 新建仓
— GLOBAL X FDS $5,6790.00%230 00.0% — 不变
ON ON SEMICONDUCTOR CORP $5,6730.00%60 00.0% — 不变