DHJJ Financial Advisors, Ltd.
NAPERVILLE IL · SEC CIK 0001844716
$3.02亿2026Q1 申报市值
1,080持仓数
38.4%前十大占比 · 第一大 10.6%
57 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAUA 新建仓+$52.13万
JPST 加仓+$50.19万
DFAI 加仓+$47.91万
RDVY 加仓+$34.27万
QQQM 加仓+$31.56万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$36.01万
QQQ 减仓-$23.20万
NOBL 减仓-$20.67万
FTCS 减仓-$16.03万
IHDG 减仓-$14.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $50.87万 | 0.17% | 19,343 | -160 | -0.8% | -$4,208 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $50.43万 | 0.17% | 2,063 | -338 | -14.1% | -$8.26万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $49.78万 | 0.16% | 15,933 | -610 | -3.7% | -$1.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.72万 | 0.16% | 23,177 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $49.58万 | 0.16% | 18,457 | -100 | -0.5% | -$2,686 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $49.06万 | 0.16% | 10,994 | 276 | 2.6% | $1.23万 | 加仓 |
| META | META PLATFORMS INC | $48.23万 | 0.16% | 843 | -10 | -1.2% | -$5,721 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $46.72万 | 0.15% | 13,229 | -55 | -0.4% | -$1,943 | 减仓 |
| GOOGL | ALPHABET INC | $46.24万 | 0.15% | 1,608 | -65 | -3.9% | -$1.87万 | 减仓 |
| GOOG | ALPHABET INC | $45.64万 | 0.15% | 1,591 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $44.62万 | 0.15% | 1,535 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $44.39万 | 0.15% | 10,318 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $44.22万 | 0.15% | 3,030 | 271 | 9.8% | $3.95万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $43.96万 | 0.15% | 14,560 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $43.30万 | 0.14% | 9,917 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $43.21万 | 0.14% | 9,623 | -530 | -5.2% | -$2.38万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $42.67万 | 0.14% | 8,975 | 64 | 0.7% | $3,043 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $41.90万 | 0.14% | 18,172 | 1,280 | 7.6% | $2.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.90万 | 0.14% | 10,704 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.43万 | 0.14% | 949 | 45 | 5.0% | $1.96万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $40.49万 | 0.13% | 10,625 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.04万 | 0.13% | 1,248 | 465 | 59.4% | $14.92万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $38.86万 | 0.13% | 3,944 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $38.72万 | 0.13% | 775 | -21 | -2.6% | -$1.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.47万 | 0.13% | 11,089 | -158 | -1.4% | -$5,481 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $38.13万 | 0.13% | 9,460 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $38.12万 | 0.13% | 14,868 | 1 | 0.0% | $26 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $36.90万 | 0.12% | 9,593 | -314 | -3.2% | -$1.21万 | 减仓 |
| USB | US BANCORP | $36.86万 | 0.12% | 7,086 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $36.76万 | 0.12% | 12,123 | 3,003 | 32.9% | $9.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.75万 | 0.12% | 19,340 | 1,062 | 5.8% | $2.02万 | 加仓 |
| WMT | WALMART INC | $36.54万 | 0.12% | 2,940 | -10 | -0.3% | -$1,243 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.53万 | 0.12% | 12,123 | -295 | -2.4% | -$8,889 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $36.15万 | 0.12% | 8,507 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $36.14万 | 0.12% | 11,405 | 6,615 | 138.1% | $20.96万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.89万 | 0.12% | 7,527 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $35.87万 | 0.12% | 7,398 | -233 | -3.1% | -$1.13万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.56万 | 0.12% | 14,819 | -300 | -2.0% | -$7,199 | 减仓 |
| ABBV | ABBVIE INC | $35.56万 | 0.12% | 1,635 | 80 | 5.1% | $1.74万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $35.35万 | 0.12% | 13,455 | -1,373 | -9.3% | -$3.61万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $33.31万 | 0.11% | 8,999 | -282 | -3.0% | -$1.04万 | 减仓 |
| IEFA | ISHARES TR | $33.30万 | 0.11% | 3,678 | 2,710 | 280.0% | $24.53万 | 加仓 |
| — | PGIM ROCK ETF TR | $32.58万 | 0.11% | 11,505 | 6,614 | 135.2% | $18.73万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $31.93万 | 0.11% | 7,660 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.73万 | 0.11% | 345 | 137 | 65.9% | $12.60万 | 加仓 |
| HD | HOME DEPOT INC | $31.47万 | 0.10% | 957 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $31.45万 | 0.10% | 7,296 | -249 | -3.3% | -$1.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.26万 | 0.10% | 16,653 | 16,653 | — | $31.26万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.20万 | 0.10% | 12,562 | -800 | -6.0% | -$1.99万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $31.16万 | 0.10% | 6,306 | -8 | -0.1% | -$395 | 减仓 |
| ORCL | ORACLE CORP | $31.03万 | 0.10% | 2,109 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.01万 | 0.10% | 12,042 | -565 | -4.5% | -$1.45万 | 减仓 |
| — | PGIM ROCK ETF TR | $30.92万 | 0.10% | 10,195 | -585 | -5.4% | -$1.77万 | 减仓 |
| — | PGIM ROCK ETF TR | $30.18万 | 0.10% | 10,048 | 2,330 | 30.2% | $7.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.12万 | 0.10% | 4,700 | -153 | -3.2% | -$9,804 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.94万 | 0.10% | 11,693 | -205 | -1.7% | -$5,250 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.48万 | 0.10% | 9,424 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $29.41万 | 0.10% | 1,499 | 257 | 20.7% | $5.04万 | 加仓 |
| IWR | ISHARES TR | $29.17万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $28.34万 | 0.09% | 5,473 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.93万 | 0.09% | 10,212 | -145 | -1.4% | -$3,966 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $27.90万 | 0.09% | 6,789 | -113 | -1.6% | -$4,643 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $27.82万 | 0.09% | 9,989 | 2 | 0.0% | $56 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.67万 | 0.09% | 9,868 | -603 | -5.8% | -$1.69万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.64万 | 0.09% | 9,062 | -341 | -3.6% | -$1.04万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $27.45万 | 0.09% | 6,733 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.59万 | 0.09% | 14,173 | 14,173 | — | $26.59万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $26.25万 | 0.09% | 2,153 | -100 | -4.4% | -$1.22万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $24.23万 | 0.08% | 7,915 | -159 | -2.0% | -$4,868 | 减仓 |
| — | PGIM ROCK ETF TR | $24.14万 | 0.08% | 7,957 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.06万 | 0.08% | 6,293 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $24.05万 | 0.08% | 8,180 | -1,600 | -16.4% | -$4.70万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.93万 | 0.08% | 7,147 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.79万 | 0.08% | 8,098 | 4,183 | 106.8% | $12.29万 | 加仓 |
| RTX | RTX CORPORATION | $23.75万 | 0.08% | 1,231 | -4 | -0.3% | -$772 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $23.74万 | 0.08% | 9,292 | 374 | 4.2% | $9,556 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.27万 | 0.08% | 7,148 | 20 | 0.3% | $651 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $23.24万 | 0.08% | 2,517 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $23.21万 | 0.08% | 3,328 | 1,575 | 89.8% | $10.99万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $22.77万 | 0.08% | 5,356 | 2,408 | 81.7% | $10.24万 | 加仓 |
| — | PGIM ROCK ETF TR | $22.64万 | 0.08% | 7,408 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.62万 | 0.07% | 11,950 | 517 | 4.5% | $9,788 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.28万 | 0.07% | 6,775 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $22.18万 | 0.07% | 7,326 | -2 | -0.0% | -$61 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.10万 | 0.07% | 1,068 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $21.61万 | 0.07% | 1,595 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $21.51万 | 0.07% | 821 | 9 | 1.1% | $2,358 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.65万 | 0.07% | 7,186 | -100 | -1.4% | -$2,873 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.62万 | 0.07% | 5,532 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $20.59万 | 0.07% | 4,064 | 1,181 | 41.0% | $5.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.39万 | 0.07% | 6,931 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $19.88万 | 0.07% | 7,079 | 4,529 | 177.6% | $12.72万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $19.82万 | 0.07% | 2,114 | 2,114 | — | $19.82万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $19.69万 | 0.07% | 5,088 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $19.66万 | 0.07% | 3,719 | -726 | -16.3% | -$3.84万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $19.46万 | 0.06% | 2,285 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $19.39万 | 0.06% | 1,855 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $19.39万 | 0.06% | 2,005 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $19.35万 | 0.06% | 7,066 | -3,412 | -32.6% | -$9.35万 | 减仓 |
| — | PGIM ROCK ETF TR | $19.30万 | 0.06% | 6,495 | 0 | 0.0% | — | 不变 |