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
VLTO VERALTO CORP $00.00%0 -72-100.0% -$7,185 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -28-100.0% -$6,799 清仓
BBY BEST BUY INC $00.00%0 -87-100.0% -$5,823 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -200-100.0% -$5,602 清仓
WMG WARNER MUSIC GROUP CORP $00.00%0 -153-100.0% -$4,693 清仓
COLB COLUMBIA BKG SYS INC $00.00%0 -155-100.0% -$4,333 清仓
UPRO PROSHARES TR $00.00%0 -31-100.0% -$3,589 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -40-100.0% -$3,190 清仓
QS QUANTUMSCAPE CORP $00.00%0 -300-100.0% -$3,126 清仓
— EA SERIES TRUST $00.00%0 -109-100.0% -$2,953 清仓
JQUA J P MORGAN EXCHANGE TRADED F $00.00%0 -24-100.0% -$1,517 清仓
IQLT ISHARES TR $00.00%0 -28-100.0% -$1,273 清仓
NET CLOUDFLARE INC $00.00%0 -5-100.0% -$986 清仓
— LISTED FDS TR $00.00%0 -100-100.0% -$954 清仓
— BARCLAYS BANK PLC $00.00%0 -16-100.0% -$856 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -10-100.0% -$684 清仓
SOBO SOUTH BOW CORP $00.00%0 -20-100.0% -$550 清仓
OGN ORGANON & CO $00.00%0 -70-100.0% -$502 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -10-100.0% -$325 清仓
DFLV DIMENSIONAL ETF TRUST $00.00%0 -6-100.0% -$208 清仓
DEHP DIMENSIONAL ETF TRUST $00.00%0 -6-100.0% -$197 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -1-100.0% -$104 清仓
DIVI FRANKLIN TEMPLETON ETF TR $00.00%0 -2-100.0% -$81 清仓