Ritter Daniher Financial Advisory LLC / DE
CINCINNATI OH · SEC CIK 0001936603
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.05亿 | 16.02% | 140,529 | -1,256 | -0.9% | -$94.06万 | 减仓 |
| DGRO | ISHARES TR | $4,994.04万 | 7.60% | 658,931 | 16,273 | 2.5% | $123.33万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,810.26万 | 7.32% | 1,813,823 | 65,470 | 3.7% | $173.63万 | 加仓 |
| IEFA | ISHARES TR | $3,755.89万 | 5.72% | 388,888 | 3,709 | 1.0% | $35.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,752.53万 | 5.71% | 388,904 | -10,363 | -2.6% | -$99.99万 | 减仓 |
| IJH | ISHARES TR | $3,279.33万 | 4.99% | 425,279 | 1,786 | 0.4% | $13.77万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3,202.16万 | 4.88% | 655,300 | 69,707 | 11.9% | $340.63万 | 加仓 |
| IJR | ISHARES TR | $2,305.12万 | 3.51% | 155,426 | -722 | -0.5% | -$10.71万 | 减仓 |
| QGRW | WISDOMTREE TR | $2,280.61万 | 3.47% | 345,390 | 9,312 | 2.8% | $61.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,380.82万 | 2.10% | 20,105 | 398 | 2.0% | $27.33万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,186.85万 | 1.81% | 338,811 | 22,059 | 7.0% | $77.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,037.54万 | 1.58% | 70,754 | -2,301 | -3.1% | -$33.74万 | 减仓 |
| AAPL | APPLE INC | $1,025.61万 | 1.56% | 35,444 | -546 | -1.5% | -$15.80万 | 减仓 |
| — | LCNB CORP | $956.77万 | 1.46% | 543,927 | -1,000 | -0.2% | -$1.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $882.67万 | 1.34% | 11,986 | -286 | -2.3% | -$21.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $874.84万 | 1.33% | 107,924 | -342 | -0.3% | -$2.77万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $848.56万 | 1.29% | 28,008 | 954 | 3.5% | $28.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $662.25万 | 1.01% | 20,232 | -173 | -0.8% | -$5.66万 | 减仓 |
| GOOGL | ALPHABET INC | $636.86万 | 0.97% | 17,821 | -875 | -4.7% | -$31.27万 | 减仓 |
| AMZN | AMAZON COM INC | $515.63万 | 0.79% | 21,634 | -435 | -2.0% | -$10.37万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $513.52万 | 0.78% | 32,495 | -306 | -0.9% | -$4.84万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $510.51万 | 0.78% | 101,806 | -7,692 | -7.0% | -$38.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $493.21万 | 0.75% | 22,632 | -575 | -2.5% | -$12.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $483.53万 | 0.74% | 20,435 | -327 | -1.6% | -$7.74万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $438.91万 | 0.67% | 92,646 | -650 | -0.7% | -$3.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $398.35万 | 0.61% | 10,679 | -190 | -1.7% | -$7.09万 | 减仓 |
| CTAS | CINTAS CORP | $378.68万 | 0.58% | 22,265 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $366.24万 | 0.56% | 30,779 | -74 | -0.2% | -$8,805 | 减仓 |
| SPYM | SPDR SERIES TRUST | $316.20万 | 0.48% | 35,980 | 18,770 | 109.1% | $164.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $268.13万 | 0.41% | 31,127 | -151 | -0.5% | -$1.30万 | 减仓 |
| GOOG | ALPHABET INC | $234.53万 | 0.36% | 6,638 | -16 | -0.2% | -$5,653 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $226.61万 | 0.35% | 47,488 | -1,549 | -3.2% | -$7.39万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $223.86万 | 0.34% | 125,201 | -437 | -0.3% | -$7,814 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $221.36万 | 0.34% | 47,252 | -6,133 | -11.5% | -$28.73万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $218.29万 | 0.33% | 46,326 | 17,625 | 61.4% | $83.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $201.61万 | 0.31% | 35,696 | -17,104 | -32.4% | -$96.60万 | 减仓 |
| AMAT | APPLIED MATLS INC | $195.05万 | 0.30% | 2,698 | -591 | -18.0% | -$42.73万 | 减仓 |
| META | META PLATFORMS INC | $188.21万 | 0.29% | 3,341 | -27 | -0.8% | -$1.52万 | 减仓 |
| IJT | ISHARES TR | $180.96万 | 0.28% | 10,132 | -332 | -3.2% | -$5.93万 | 减仓 |
| IJJ | ISHARES TR | $179.41万 | 0.27% | 12,144 | -56 | -0.5% | -$8,273 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $178.18万 | 0.27% | 43,585 | 43,585 | — | $178.18万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $177.45万 | 0.27% | 3,716 | -367 | -9.0% | -$17.53万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $176.80万 | 0.27% | 22,836 | -157 | -0.7% | -$1.22万 | 减仓 |
| IWP | ISHARES TR | $175.87万 | 0.27% | 12,012 | -13 | -0.1% | -$1,903 | 减仓 |
| IJK | ISHARES TR | $174.13万 | 0.27% | 14,820 | -670 | -4.3% | -$7.87万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $172.80万 | 0.26% | 34,164 | -9,435 | -21.6% | -$47.72万 | 减仓 |
| LLY | ELI LILLY & CO | $171.41万 | 0.26% | 1,429 | -75 | -5.0% | -$9.00万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $171.15万 | 0.26% | 34,730 | -14,840 | -29.9% | -$73.13万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $164.98万 | 0.25% | 20,776 | -21 | -0.1% | -$1,668 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $163.61万 | 0.25% | 37,926 | 1,680 | 4.6% | $7.25万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $154.42万 | 0.24% | 11,227 | -99 | -0.9% | -$1.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $145.19万 | 0.22% | 3,452 | 25 | 0.7% | $1.05万 | 加仓 |
| EFG | ISHARES TR | $143.86万 | 0.22% | 11,562 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $142.75万 | 0.22% | 10,947 | -467 | -4.1% | -$6.09万 | 减仓 |
| IVW | ISHARES TR | $140.29万 | 0.21% | 10,201 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $138.50万 | 0.21% | 4,037 | -154 | -3.7% | -$5.28万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $137.89万 | 0.21% | 46,854 | -1,631 | -3.4% | -$4.80万 | 减仓 |
| — | EXXON MOBIL CORP | $134.44万 | 0.20% | 9,833 | -21 | -0.2% | -$2,871 | 减仓 |
| VOE | VANGUARD INDEX FDS | $131.18万 | 0.20% | 6,639 | 13 | 0.2% | $2,569 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $129.54万 | 0.20% | 10,593 | -1,627 | -13.3% | -$19.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $128.38万 | 0.20% | 7,203 | -497 | -6.5% | -$8.86万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $126.27万 | 0.19% | 13,685 | -1,613 | -10.5% | -$14.88万 | 减仓 |
| WFC | WELLS FARGO & CO | $119.77万 | 0.18% | 14,493 | -171 | -1.2% | -$1.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $118.58万 | 0.18% | 4,880 | -42 | -0.9% | -$1.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $116.50万 | 0.18% | 13,273 | 11 | 0.1% | $965 | 加仓 |
| IJS | ISHARES TR | $115.45万 | 0.18% | 8,447 | -78 | -0.9% | -$1.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $115.00万 | 0.18% | 5,405 | -333 | -5.8% | -$7.09万 | 减仓 |
| IWR | ISHARES TR | $113.92万 | 0.17% | 10,326 | -115 | -1.1% | -$1.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.64万 | 0.17% | 1,215 | -75 | -5.8% | -$7.01万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $108.13万 | 0.16% | 23,165 | -28,100 | -54.8% | -$131.17万 | 减仓 |
| EFA | ISHARES TR | $108.02万 | 0.16% | 10,399 | -294 | -2.7% | -$3.05万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $102.58万 | 0.16% | 53,177 | -1,498 | -2.7% | -$2.89万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $98.53万 | 0.15% | 19,320 | 8 | 0.0% | $408 | 加仓 |
| MA | MASTERCARD INCORPORATED | $97.77万 | 0.15% | 1,904 | -32 | -1.7% | -$1.64万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $94.86万 | 0.14% | 2,453 | -248 | -9.2% | -$9.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $93.41万 | 0.14% | 13,110 | 438 | 3.5% | $3.12万 | 加仓 |
| MOAT | VANECK ETF TRUST | $87.60万 | 0.13% | 8,427 | -116 | -1.4% | -$1.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $85.88万 | 0.13% | 2,833 | -80 | -2.7% | -$2.43万 | 减仓 |
| IWM | ISHARES TR | $84.64万 | 0.13% | 2,817 | -77 | -2.7% | -$2.31万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.54万 | 0.13% | 2,687 | 6 | 0.2% | $1,888 | 加仓 |
| COWZ | PACER FDS TR | $83.67万 | 0.13% | 13,451 | -992 | -6.9% | -$6.17万 | 减仓 |
| GLD | SPDR GOLD TR | $83.62万 | 0.13% | 2,270 | 13 | 0.6% | $4,789 | 加仓 |
| NVDA | NVIDIA CORPORATION | $81.58万 | 0.12% | 4,077 | -89 | -2.1% | -$1.78万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $81.04万 | 0.12% | 13,331 | -512 | -3.7% | -$3.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.59万 | 0.12% | 1,079 | -14 | -1.3% | -$1.05万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $75.98万 | 0.12% | 2,393 | 2 | 0.1% | $635 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $72.81万 | 0.11% | 14,420 | -300 | -2.0% | -$1.51万 | 减仓 |
| IQV | IQVIA HLDGS INC | $72.61万 | 0.11% | 3,758 | -113 | -2.9% | -$2.18万 | 减仓 |
| EFV | ISHARES TR | $68.88万 | 0.10% | 8,998 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $68.20万 | 0.10% | 3,770 | -424 | -10.1% | -$7.67万 | 减仓 |
| RTX | RTX CORPORATION | $66.89万 | 0.10% | 3,526 | -77 | -2.1% | -$1.46万 | 减仓 |
| AVGO | BROADCOM INC | $65.50万 | 0.10% | 1,734 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $60.79万 | 0.09% | 1,531 | -141 | -8.4% | -$5.60万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $60.58万 | 0.09% | 4,189 | -68 | -1.6% | -$9,834 | 减仓 |
| IWS | ISHARES TR | $57.28万 | 0.09% | 3,480 | 136 | 4.1% | $2.24万 | 加仓 |
| INTC | INTEL CORP | $56.27万 | 0.09% | 4,030 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $55.39万 | 0.08% | 5,755 | -162 | -2.7% | -$1.56万 | 减仓 |
| IVE | ISHARES TR | $54.79万 | 0.08% | 2,413 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $53.90万 | 0.08% | 2,030 | 0 | 0.0% | — | 不变 |