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 |
|---|---|---|---|---|---|---|---|---|
| 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 |