Ritter Daniher Financial Advisory LLC / DE 13F 持仓 · 2026年Q2
Ritter Daniher Financial Advisory LLC / DE 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 602 只证券，申报市值合计 6.57 亿美元。前几大持仓：IVV（16.02%）、DGRO（7.60%）、PYLD（7.32%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $105.2M | 16.02% | 140,529 | 减持 |
| 2 | DGRO | ISHARES TR | $49.9M | 7.60% | 658,931 | 增持 |
| 3 | PYLD | PIMCO ETF TR | $48.1M | 7.32% | 1.8M | 增持 |
| 4 | IEFA | ISHARES TR | $37.6M | 5.72% | 388,888 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $37.5M | 5.71% | 388,904 | 减持 |
| 6 | IJH | ISHARES TR | $32.8M | 4.99% | 425,279 | 增持 |
| 7 | VNLA | JANUS DETROIT STR TR | $32.0M | 4.88% | 655,300 | 增持 |
| 8 | IJR | ISHARES TR | $23.1M | 3.51% | 155,426 | 减持 |
| 9 | QGRW | WISDOMTREE TR | $22.8M | 3.47% | 345,390 | 增持 |
| 10 | VOO | VANGUARD INDEX FDS | $13.8M | 2.10% | 20,105 | 增持 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $11.9M | 1.81% | 338,811 | 增持 |
| 12 | PG | PROCTER & GAMBLE CO | $10.4M | 1.58% | 70,754 | 减持 |
| 13 | AAPL | APPLE INC | $10.3M | 1.56% | 35,444 | 减持 |
| 14 | LCNB | LCNB CORP | $9.6M | 1.46% | 543,927 | 减持 |
| 15 | QQQ | INVESCO QQQ TR | $8.8M | 1.34% | 11,986 | 减持 |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.7M | 1.33% | 107,924 | 减持 |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $8.5M | 1.29% | 28,008 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $6.6M | 1.01% | 20,232 | 减持 |
| 19 | GOOGL | ALPHABET INC | $6.4M | 0.97% | 17,821 | 减持 |
| 20 | AMZN | AMAZON COM INC | $5.2M | 0.79% | 21,634 | 减持 |
| 21 | DJUL | FIRST TR EXCHNG TRADED FD VI | $5.1M | 0.78% | 101,806 | 减持 |
| 22 | VYM | VANGUARD WHITEHALL FDS | $5.1M | 0.78% | 32,495 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $4.9M | 0.75% | 22,632 | 减持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 0.74% | 20,435 | 减持 |
| 25 | DDEC | FIRST TR EXCHNG TRADED FD VI | $4.4M | 0.67% | 92,646 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR