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
VONG VANGUARD SCOTTSDALE FDS $5,3750.00%49 -28-36.4% -$3,071 减仓
IGRO ISHARES TR $5,3620.00%64 00.0% — 不变
— GLOBAL X FDS $5,3130.00%230 00.0% — 不变
BF/B BROWN FORMAN CORP $5,2880.00%200 00.0% — 不变
CVS CVS HEALTH CORP $5,2210.00%73 57.4% $358 加仓
SLB SLB LIMITED $5,2160.00%101 00.0% — 不变
DNP DNP SELECT INCOME FD INC $5,1500.00%500 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $5,1370.00%57 00.0% — 不变
BROS DUTCH BROS INC $5,0660.00%100 00.0% — 不变
JBL JABIL INC $5,0470.00%19 00.0% — 不变
ALB ALBEMARLE CORP $5,0270.00%28 00.0% — 不变
BIDU BAIDU INC $5,0140.00%45 00.0% — 不变
PLD PROLOGIS INC. $4,8910.00%37 00.0% — 不变
GQI NATIXIS ETF TR $4,7850.00%87 11.2% $55 加仓
EPAC ENERPAC TOOL GROUP CORP $4,7400.00%130 -32-19.8% -$1,167 减仓
DVN DEVON ENERGY CORP NEW $4,7040.00%93 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $4,6660.00%20 20— $4,666 新建仓
TXRH TEXAS ROADHOUSE INC $4,6640.00%28 00.0% — 不变
DTM DT MIDSTREAM INC $4,5790.00%34 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $4,3580.00%233 00.0% — 不变
CRML CRITICAL METALS CORP $4,3280.00%545 545— $4,328 新建仓
USFD US FOODS HLDG CORP $4,2420.00%46 00.0% — 不变
MAGS LISTED FDS TR $4,1400.00%71 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $4,0630.00%21 00.0% — 不变
ET ENERGY TRANSFER L P $4,0010.00%207 31.5% $58 加仓
XAR SPDR SERIES TRUST $3,9730.00%16 00.0% — 不变
RGTI RIGETTI COMPUTING INC $3,7210.00%265 00.0% — 不变
ON ON SEMICONDUCTOR CORP $3,7160.00%60 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED $3,6600.00%1,000 1,000— $3,660 新建仓
EPD ENTERPRISE PRODS PARTNERS L $3,6240.00%96 22.1% $76 加仓
IP INTERNATIONAL PAPER CO $3,5700.00%100 -45-31.0% -$1,606 重新持有
TTD THE TRADE DESK INC $3,4270.00%151 00.0% — 不变
AOR ISHARES TR $3,3960.00%53 00.0% — 不变
KKR KKR & CO INC $3,0860.00%33 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $3,0730.00%83 83— $3,073 新建仓
ULS UL SOLUTIONS INC $3,0000.00%35 00.0% — 不变
QBTS D-WAVE QUANTUM INC $2,9590.00%205 00.0% — 不变
NU NU HLDGS LTD $2,8740.00%200 00.0% — 不变
AOA ISHARES TR $2,7450.00%31 00.0% — 不变
DAPP VANECK ETF TRUST $2,6890.00%180 00.0% — 不变
C CITIGROUP INC $2,6040.00%23 00.0% — 不变
— PACER FDS TR $2,4640.00%52 00.0% — 不变
ETOR ETORO GROUP LTD $2,4030.00%80 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $2,3510.00%148 -25-14.5% -$397 减仓
— TRISALUS LIFE SCIENCES INC $2,0000.00%500 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $1,9300.00%24 00.0% — 不变
MOS MOSAIC CO $1,9290.00%76 11.3% $25 加仓
GRAL GRAIL INC $1,9130.00%37 00.0% — 不变
INOD INNODATA INC $1,8540.00%48 00.0% — 不变
FIVN FIVE9 INC $1,8210.00%120 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,8060.00%120 -500-80.6% -$7,525 减仓
VFMF VANGUARD WELLINGTON FD $1,7290.00%11 222.2% $314 加仓
SCZ ISHARES TR $1,6810.00%21 00.0% — 不变
GLXY GALAXY DIGITAL INC. $1,6610.00%90 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1,5530.00%34 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1,1670.00%4 00.0% — 不变
SPEM SPDR INDEX SHS FDS $1,1260.00%24 00.0% — 不变
KLAR KLARNA GROUP PLC $1,0480.00%80 00.0% — 不变
VTRS VIATRIS INC $9190.00%68 00.0% — 不变
— DIMENSIONAL ETF TRUST $7460.00%21 640.0% $213 加仓
BITB BITWISE BITCOIN ETF TR $7370.00%20 00.0% — 不变
COWG PACER FDS TR $6780.00%20 00.0% — 不变
IYZ ISHARES TR $6690.00%17 00.0% — 不变
GFS GLOBALFOUNDRIES INC $6680.00%15 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $6590.00%11 00.0% — 不变
TPR TAPESTRY INC $4240.00%3 3— $424 新建仓
LCID LUCID GROUP INC $3440.00%36 00.0% — 不变
CNXC CONCENTRIX CORP $3290.00%12 00.0% — 不变
KRMN KARMAN HLDGS INC $3210.00%4 00.0% — 不变
NOK NOKIA CORP $3140.00%39 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $2820.00%3 -29-90.6% -$2,726 减仓
PRDO PERDOCEO ED CORP $2610.00%7 7— $261 新建仓
WAB WABTEC $2500.00%1 00.0% — 不变
— DEFI TECHNOLOGIES INC $1940.00%350 00.0% — 不变
— EA SERIES TRUST $1740.00%5 -50-90.9% -$1,740 减仓
— DIMENSIONAL ETF TRUST $1710.00%7 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $1620.00%14 00.0% — 不变
— CATALYST PHARMACEUTICALS INC $1490.00%6 6— $149 新建仓
MCFT MASTERCRAFT BOAT HLDGS INC $1240.00%6 6— $124 新建仓
HRMY HARMONY BIOSCIENCES HLDGS IN $850.00%3 3— $85 新建仓
CROX CROCS INC $840.00%1 1— $84 新建仓
— SIGA TECHNOLOGIES INC $700.00%13 13— $70 新建仓
HRB BLOCK H & R INC $640.00%2 2— $64 新建仓
HPQ HP INC $580.00%3 -1,893-99.8% -$3.66万 减仓
RBLX ROBLOX CORP $570.00%1 00.0% — 不变
— TRAVELZOO $540.00%9 9— $54 新建仓
AMN AMN HEALTHCARE SVCS INC $190.00%1 1— $19 新建仓
— SURGEPAYS INC $120.00%15 15— $12 新建仓
— KLX ENERGY SERVICES HOLDINGS $110.00%4 00.0% — 不变
— MEDIFAST INC $110.00%1 1— $11 新建仓
PFFD GLOBAL X FDS $00.00%0 -10,426-100.0% -$19.72万 清仓
CAVA CAVA GROUP INC $00.00%0 -1,550-100.0% -$9.10万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -881-100.0% -$3.88万 清仓
FISV FISERV INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -215-100.0% -$3.29万 清仓
CGNX COGNEX CORP $00.00%0 -350-100.0% -$1.26万 清仓
TLH ISHARES TR $00.00%0 -105-100.0% -$1.07万 清仓
MPC MARATHON PETE CORP $00.00%0 -57-100.0% -$9,270 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 -148-100.0% -$9,000 清仓
GPC GENUINE PARTS CO $00.00%0 -60-100.0% -$7,378 清仓