DHJJ Financial Advisors, Ltd.
NAPERVILLE IL · SEC CIK 0001844716
$3.47亿2026Q2 申报市值
1,081持仓数
39.8%前十大占比 · 第一大 11.8%
38 / 38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
JPST 加仓+$200.17万
USFR 加仓+$180.20万
SCHD 加仓+$93.80万
MGK 加仓+$77.56万
MOAT 加仓+$51.46万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$319.66万
XSHQ 减仓-$82.49万
IEFA 减仓-$19.96万
VONG 减仓-$18.89万
VONV 减仓-$18.58万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $4,084.56万 | 11.77% | 55,467 | 112 | 0.2% | $8.25万 | 加仓 |
| IJH | ISHARES TR | $2,215.00万 | 6.38% | 287,252 | -898 | -0.3% | -$6.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,286.37万 | 3.71% | 405,666 | 29,581 | 7.9% | $93.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,128.42万 | 3.25% | 333,458 | 5,194 | 1.6% | $17.58万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,062.23万 | 3.06% | 210,052 | 39,582 | 23.2% | $200.17万 | 加仓 |
| IWM | ISHARES TR | $926.29万 | 2.67% | 30,830 | -17 | -0.1% | -$5,108 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $839.56万 | 2.42% | 74,376 | 2,203 | 3.1% | $24.87万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $768.00万 | 2.21% | 208,299 | 7,579 | 3.8% | $27.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $765.10万 | 2.21% | 32,335 | 687 | 2.2% | $16.26万 | 加仓 |
| IWF | ISHARES TR | $735.21万 | 2.12% | 59,210 | -1,438 | -2.4% | -$17.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $529.48万 | 1.53% | 146,548 | 11,376 | 8.4% | $41.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $527.17万 | 1.52% | 7,059 | -95 | -1.3% | -$7.09万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $478.83万 | 1.38% | 116,080 | 9,268 | 8.7% | $38.23万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $463.29万 | 1.34% | 57,154 | -44 | -0.1% | -$3,567 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $456.51万 | 1.32% | 164,804 | 825 | 0.5% | $2.29万 | 加仓 |
| AAPL | APPLE INC | $441.10万 | 1.27% | 15,244 | -25 | -0.2% | -$7,234 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $384.32万 | 1.11% | 65,282 | -634 | -1.0% | -$3.73万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $352.95万 | 1.02% | 54,721 | -150 | -0.3% | -$9,675 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $343.74万 | 0.99% | 71,345 | -3,001 | -4.0% | -$14.46万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $338.67万 | 0.98% | 57,902 | -1,002 | -1.7% | -$5.86万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $318.43万 | 0.92% | 65,853 | -17,060 | -20.6% | -$82.49万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $308.05万 | 0.89% | 106,371 | -4,178 | -3.8% | -$12.10万 | 减仓 |
| NOBL | PROSHARES TR | $291.33万 | 0.84% | 51,876 | -752 | -1.4% | -$4.22万 | 减仓 |
| USFR | WISDOMTREE TR | $286.34万 | 0.83% | 56,871 | 35,789 | 169.8% | $180.20万 | 加仓 |
| DGRW | WISDOMTREE TR | $237.27万 | 0.68% | 24,814 | 49 | 0.2% | $4,685 | 加仓 |
| IHDG | WISDOMTREE TR | $225.38万 | 0.65% | 43,028 | -1,387 | -3.1% | -$7.27万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $221.29万 | 0.64% | 48,486 | -454 | -0.9% | -$2.07万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $219.24万 | 0.63% | 19,084 | -188 | -1.0% | -$2.16万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $200.64万 | 0.58% | 33,995 | -277 | -0.8% | -$1.63万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $194.23万 | 0.56% | 20,681 | -1,662 | -7.4% | -$15.61万 | 减仓 |
| IJR | ISHARES TR | $186.83万 | 0.54% | 12,597 | -139 | -1.1% | -$2.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $185.54万 | 0.53% | 49,663 | -45 | -0.1% | -$1,681 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $184.90万 | 0.53% | 35,065 | -307 | -0.9% | -$1.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $183.28万 | 0.53% | 9,160 | 87 | 1.0% | $1.74万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $180.43万 | 0.52% | 16,784 | -1 | -0.0% | -$108 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $166.28万 | 0.48% | 36,440 | -136 | -0.4% | -$6,206 | 减仓 |
| CAT | CATERPILLAR INC | $165.85万 | 0.48% | 1,557 | -3,001 | -65.8% | -$319.66万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $162.53万 | 0.47% | 44,491 | -883 | -1.9% | -$3.23万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $159.03万 | 0.46% | 30,210 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $153.86万 | 0.44% | 10,513 | 14 | 0.1% | $2,049 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $145.12万 | 0.42% | 35,138 | -2,363 | -6.3% | -$9.76万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $138.23万 | 0.40% | 32,756 | -1,150 | -3.4% | -$4.85万 | 减仓 |
| VDC | VANGUARD WORLD FD | $133.81万 | 0.39% | 5,934 | -19 | -0.3% | -$4,285 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $132.39万 | 0.38% | 25,092 | 22 | 0.1% | $1,161 | 加仓 |
| IWB | ISHARES TR | $132.20万 | 0.38% | 3,228 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $131.95万 | 0.38% | 3,493 | 41 | 1.2% | $1.55万 | 加仓 |
| IWO | ISHARES TR | $131.90万 | 0.38% | 3,348 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $131.74万 | 0.38% | 34,596 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $127.65万 | 0.37% | 29,589 | 1,978 | 7.2% | $8.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $126.20万 | 0.36% | 1,837 | 110 | 6.4% | $7.56万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $118.53万 | 0.34% | 21,825 | -783 | -3.5% | -$4.25万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $116.60万 | 0.34% | 21,892 | 1,009 | 4.8% | $5.37万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $116.44万 | 0.34% | 21,961 | -173 | -0.8% | -$9,173 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $111.76万 | 0.32% | 17,875 | -348 | -1.9% | -$2.18万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $111.22万 | 0.32% | 14,364 | -708 | -4.7% | -$5.48万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $110.52万 | 0.32% | 4,175 | -20 | -0.5% | -$5,294 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $107.71万 | 0.31% | 27,064 | 2,051 | 8.2% | $8.16万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $104.37万 | 0.30% | 21,440 | -2,247 | -9.5% | -$10.94万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $103.83万 | 0.30% | 3,427 | 494 | 16.8% | $14.97万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $101.64万 | 0.29% | 18,958 | -66 | -0.3% | -$3,539 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $100.68万 | 0.29% | 16,510 | -8 | -0.0% | -$488 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $100.14万 | 0.29% | 23,970 | 924 | 4.0% | $3.86万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $97.12万 | 0.28% | 30,302 | 2,221 | 7.9% | $7.12万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $96.43万 | 0.28% | 16,289 | 2,055 | 14.4% | $12.17万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $94.70万 | 0.27% | 15,797 | 4,009 | 34.0% | $24.03万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $94.23万 | 0.27% | 17,108 | -479 | -2.7% | -$2.64万 | 减仓 |
| MCD | MCDONALDS CORP | $93.63万 | 0.27% | 3,464 | -14 | -0.4% | -$3,784 | 减仓 |
| IVV | ISHARES TR | $92.41万 | 0.27% | 1,234 | -40 | -3.1% | -$3.00万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $91.58万 | 0.26% | 25,718 | -265 | -1.0% | -$9,437 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $91.21万 | 0.26% | 21,099 | -301 | -1.4% | -$1.30万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $89.85万 | 0.26% | 15,591 | -90 | -0.6% | -$5,186 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $89.84万 | 0.26% | 18,973 | -1,219 | -6.0% | -$5.77万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $89.29万 | 0.26% | 15,888 | 2,738 | 20.8% | $15.39万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $89.05万 | 0.26% | 23,916 | -235 | -1.0% | -$8,750 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $87.61万 | 0.25% | 29,221 | -2,497 | -7.9% | -$7.49万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $87.15万 | 0.25% | 16,001 | -33 | -0.2% | -$1,797 | 减仓 |
| AMZN | AMAZON COM INC | $85.33万 | 0.25% | 3,580 | 65 | 1.8% | $1.55万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $84.96万 | 0.24% | 11,197 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $82.32万 | 0.24% | 24,233 | -380 | -1.5% | -$1.29万 | 减仓 |
| MGK | VANGUARD WORLD FD | $81.95万 | 0.24% | 9,323 | 8,823 | 1,764.6% | $77.56万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $80.79万 | 0.23% | 16,325 | 0 | 0.0% | — | 不变 |
| PBFR | PGIM ROCK ETF TR | $80.69万 | 0.23% | 26,334 | 109 | 0.4% | $3,340 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $75.04万 | 0.22% | 20,280 | 38 | 0.2% | $1,406 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $73.65万 | 0.21% | 21,800 | 5,867 | 36.8% | $19.82万 | 加仓 |
| MOAT | VANECK ETF TRUST | $72.30万 | 0.21% | 6,955 | 4,950 | 246.9% | $51.46万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $71.97万 | 0.21% | 20,007 | -125 | -0.6% | -$4,496 | 减仓 |
| MSFT | MICROSOFT CORP | $69.95万 | 0.20% | 1,875 | 59 | 3.2% | $2.20万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $69.30万 | 0.20% | 12,580 | -45 | -0.4% | -$2,479 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $69.14万 | 0.20% | 12,995 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $69.01万 | 0.20% | 4,782 | 223 | 4.9% | $3.22万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $68.69万 | 0.20% | 9,170 | -165 | -1.8% | -$1.24万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.54万 | 0.20% | 20,858 | 11,434 | 121.3% | $37.57万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $65.67万 | 0.19% | 13,454 | -885 | -6.2% | -$4.32万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $65.18万 | 0.19% | 15,137 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $63.75万 | 0.18% | 14,812 | 1,579 | 11.9% | $6.80万 | 加仓 |
| VHT | VANGUARD WORLD FD | $63.63万 | 0.18% | 2,128 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $62.72万 | 0.18% | 10,534 | -229 | -2.1% | -$1.36万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $61.27万 | 0.18% | 18,449 | 2,316 | 14.4% | $7.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.64万 | 0.17% | 1,852 | -7 | -0.4% | -$2,292 | 减仓 |
| AAUA | EA SERIES TRUST | $60.52万 | 0.17% | 10,633 | -20 | -0.2% | -$1,138 | 减仓 |