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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $2,684 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $2,715 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $2,767 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2,779 | 0.00% | 142 | -431 | -75.2% | -$8,435 | 减仓 |
| VLTO | VERALTO CORP | $2,838 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $2,860 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $2,864 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,884 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $3,009 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $3,044 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $3,060 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3,109 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3,188 | 0.00% | 36 | -16 | -30.8% | -$1,417 | 减仓 |
| — | TOPBUILD COR | $3,191 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $3,212 | 0.00% | 40 | -30 | -42.9% | -$2,409 | 减仓 |
| IOT | SAMSARA INC | $3,243 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $3,291 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $3,297 | 0.00% | 110 | 33 | 42.9% | $989 | 加仓 |
| — | ELEVATION SERIES TRUST | $3,388 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3,598 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3,602 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $3,740 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $3,786 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $3,832 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3,835 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $3,851 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $3,893 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $3,912 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3,944 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PIE | INVESCO EXCH TRADED FD TR II | $3,955 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $3,991 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4,028 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $4,103 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $4,134 | 0.00% | 175 | 175 | — | $4,134 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $4,157 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $4,177 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $4,219 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $4,258 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $4,334 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $4,413 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $4,444 | 0.00% | 98 | -243 | -71.3% | -$1.10万 | 减仓 |
| NDAQ | NASDAQ INC | $4,538 | 0.00% | 58 | 1 | 1.8% | $78 | 加仓 |
| PSMD | PACER FDS TR | $4,633 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $4,648 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $4,720 | 0.00% | 90 | 1 | 1.1% | $52 | 加仓 |
| IWD | ISHARES TR | $4,849 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $4,851 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $4,873 | 0.00% | 97 | 2 | 2.1% | $100 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $5,008 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FYLD | CAMBRIA ETF TR | $5,025 | 0.00% | 138 | 2 | 1.5% | $73 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $5,142 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $5,175 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5,272 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $5,352 | 0.00% | 600 | 600 | — | $5,352 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $5,359 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $5,508 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $5,539 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $5,576 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $5,702 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $5,716 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $5,765 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $5,798 | 0.00% | 115 | 2 | 1.8% | $101 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $5,808 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5,815 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $5,945 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $6,050 | 0.00% | 70 | -320 | -82.1% | -$2.77万 | 减仓 |
| ET | ENERGY TRANSFER L P | $6,052 | 0.00% | 317 | 6 | 1.9% | $115 | 加仓 |
| — | COLUMBIA ETF TR I | $6,089 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $6,192 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $6,297 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $6,426 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $6,612 | 0.00% | 125 | -65 | -34.2% | -$3,438 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $6,648 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $6,657 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $6,698 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $6,721 | 0.00% | 89 | -331 | -78.8% | -$2.50万 | 减仓 |
| IJT | ISHARES TR | $6,787 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $6,933 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $7,082 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $7,153 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $7,211 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,271 | 0.00% | 92 | -10 | -9.8% | -$790 | 减仓 |
| OGN | ORGANON & CO | $7,312 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7,425 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $7,588 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $7,593 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $7,660 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,669 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7,736 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP | $7,766 | 0.00% | 790 | 790 | — | $7,766 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $7,962 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $8,296 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $8,520 | 0.00% | 116 | 2 | 1.8% | $147 | 加仓 |
| EEM | ISHARES TR | $8,689 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $8,731 | 0.00% | 106 | 1 | 1.0% | $82 | 加仓 |
| SHEL | SHELL PLC | $8,840 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8,937 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8,938 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9,016 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9,180 | 0.00% | 106 | 2 | 1.9% | $173 | 加仓 |