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 |
|---|---|---|---|---|---|---|---|---|
| USIG | ISHARES TR | $0 | 0.00% | 0 | -1,627 | -100.0% | -$8.34万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -360 | -100.0% | -$6.40万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -488 | -100.0% | -$4.58万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,010 | -100.0% | -$4.58万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -9,430 | -100.0% | -$2.58万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -637 | -100.0% | -$2.35万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -633 | -100.0% | -$1.66万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -783 | -100.0% | -$1.48万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -135 | -100.0% | -$1.36万 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -539 | -100.0% | -$1.35万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -370 | -100.0% | -$1.24万 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -146 | -100.0% | -$1.16万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -124 | -100.0% | -$7,385 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -117 | -100.0% | -$5,670 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -79 | -100.0% | -$4,374 | 清仓 |
| — | BCP INVESTMENT CORPORATION | $0 | 0.00% | 0 | -404 | -100.0% | -$3,039 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -110 | -100.0% | -$2,847 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,795 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -180 | -100.0% | -$2,598 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -24 | -100.0% | -$2,556 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -30 | -100.0% | -$2,316 | 清仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -33 | -100.0% | -$1,638 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -14 | -100.0% | -$1,369 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,172 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -14 | -100.0% | -$1,080 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -17 | -100.0% | -$850 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -10 | -100.0% | -$785 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -44 | -100.0% | -$730 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -15 | -100.0% | -$528 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$489 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -25 | -100.0% | -$379 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5 | -100.0% | -$197 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -50 | -100.0% | -$188 | 清仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $0 | 0.00% | 0 | -10 | -100.0% | -$145 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -5 | -100.0% | -$129 | 清仓 |
| MFA | MFA FINL INC | $0 | 0.00% | 0 | -5 | -100.0% | -$48 | 清仓 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| — | AURORA CANNABIS INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $18 | 0.00% | 0 | 0 | — | -$17 | 清仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $21 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | IGC PHARMA INC | $22 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HYZD | WISDOMTREE TR | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $24 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $28 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $30 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $44 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $63 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $66 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $66 | 0.00% | 6 | 3 | 100.0% | $33 | 加仓 |
| LCID | LUCID GROUP INC | $67 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $71 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $73 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $77 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $80 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $82 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $87 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $88 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UTEN | RBB FD INC | $93 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $94 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $96 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $96 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $99 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $103 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UTWO | RBB FD INC | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $106 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $107 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OBIL | RBB FD INC | $107 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $108 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $108 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $108 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $109 | 0.00% | 6 | -2 | -25.0% | -$36 | 减仓 |
| LAUR | LAUREATE ED INC | $109 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $109 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $114 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PICB | INVESCO EXCH TRADED FD TR II | $116 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $119 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $122 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $125 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GREENWOOD STREET TR | $130 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $130 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $132 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $133 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $137 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $137 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $137 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $141 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $154 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $155 | 0.00% | 3 | -2 | -40.0% | -$103 | 减仓 |