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 |
|---|---|---|---|---|---|---|---|---|
| FVD | FIRST TR EXCHANGE-TRADED FD | $343.74万 | 0.99% | 71,345 | -3,001 | -4.0% | -$14.46万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $352.95万 | 1.02% | 54,721 | -150 | -0.3% | -$9,675 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $384.32万 | 1.11% | 65,282 | -634 | -1.0% | -$3.73万 | 减仓 |
| AAPL | APPLE INC | $441.10万 | 1.27% | 15,244 | -25 | -0.2% | -$7,234 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $456.51万 | 1.32% | 164,804 | 825 | 0.5% | $2.29万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $463.29万 | 1.34% | 57,154 | -44 | -0.1% | -$3,567 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $478.83万 | 1.38% | 116,080 | 9,268 | 8.7% | $38.23万 | 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 |
| SCHA | SCHWAB STRATEGIC TR | $529.48万 | 1.53% | 146,548 | 11,376 | 8.4% | $41.10万 | 加仓 |
| IWF | ISHARES TR | $735.21万 | 2.12% | 59,210 | -1,438 | -2.4% | -$17.86万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $765.10万 | 2.21% | 32,335 | 687 | 2.2% | $16.26万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $768.00万 | 2.21% | 208,299 | 7,579 | 3.8% | $27.94万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $839.56万 | 2.42% | 74,376 | 2,203 | 3.1% | $24.87万 | 加仓 |
| IWM | ISHARES TR | $926.29万 | 2.67% | 30,830 | -17 | -0.1% | -$5,108 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,062.23万 | 3.06% | 210,052 | 39,582 | 23.2% | $200.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,128.42万 | 3.25% | 333,458 | 5,194 | 1.6% | $17.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,286.37万 | 3.71% | 405,666 | 29,581 | 7.9% | $93.80万 | 加仓 |
| IJH | ISHARES TR | $2,215.00万 | 6.38% | 287,252 | -898 | -0.3% | -$6.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,084.56万 | 11.77% | 55,467 | 112 | 0.2% | $8.25万 | 加仓 |