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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $59.30万 | 0.17% | 1,659 | 51 | 3.2% | $1.82万 | 加仓 |
| MRK | MERCK & CO INC | $58.11万 | 0.17% | 4,522 | -10 | -0.2% | -$1,285 | 减仓 |
| — | PGIM ROCK ETF TR | $57.89万 | 0.17% | 17,021 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $57.08万 | 0.16% | 1,615 | 24 | 1.5% | $8,482 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $56.71万 | 0.16% | 24,226 | -100 | -0.4% | -$2,341 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $52.52万 | 0.15% | 10,994 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $52.27万 | 0.15% | 2,058 | -5 | -0.2% | -$1,270 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.17万 | 0.15% | 23,177 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $51.96万 | 0.15% | 17,726 | -731 | -4.0% | -$2.14万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $51.95万 | 0.15% | 13,229 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $51.45万 | 0.15% | 11,008 | 1,385 | 14.4% | $6.47万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.54万 | 0.15% | 18,348 | -995 | -5.1% | -$2.74万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $49.33万 | 0.14% | 10,318 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $49.25万 | 0.14% | 6,113 | -1,271 | -17.2% | -$10.24万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $48.32万 | 0.14% | 14,560 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $48.21万 | 0.14% | 3,951 | 7 | 0.2% | $854 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.03万 | 0.14% | 5,576 | -118 | -2.1% | -$1.02万 | 减仓 |
| META | META PLATFORMS INC | $47.26万 | 0.14% | 839 | -4 | -0.5% | -$2,253 | 减仓 |
| SDY | SPDR SERIES TRUST | $46.22万 | 0.13% | 3,037 | 7 | 0.2% | $1,065 | 加仓 |
| VTI | VANGUARD INDEX FDS | $45.87万 | 0.13% | 1,240 | -8 | -0.6% | -$2,959 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.93万 | 0.13% | 15,058 | 8,963 | 147.1% | $26.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.90万 | 0.13% | 10,704 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $44.72万 | 0.13% | 2,052 | 553 | 36.9% | $12.05万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $44.21万 | 0.13% | 17,622 | -550 | -3.0% | -$1.38万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.76万 | 0.13% | 14,869 | 1 | 0.0% | $29 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $43.07万 | 0.12% | 9,902 | -15 | -0.2% | -$652 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $42.84万 | 0.12% | 10,459 | -166 | -1.6% | -$6,799 | 减仓 |
| USB | US BANCORP | $42.80万 | 0.12% | 7,086 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $41.74万 | 0.12% | 348 | 3 | 0.9% | $3,599 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.59万 | 0.12% | 15,520 | 3,478 | 28.9% | $9.32万 | 加仓 |
| ABBV | ABBVIE INC | $41.21万 | 0.12% | 1,638 | 3 | 0.2% | $755 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.20万 | 0.12% | 20,398 | 20,398 | — | $41.20万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $40.72万 | 0.12% | 11,089 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $40.27万 | 0.12% | 8,304 | -671 | -7.5% | -$3.25万 | 减仓 |
| — | PGIM ROCK ETF TR | $40.11万 | 0.12% | 12,734 | 1,229 | 10.7% | $3.87万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $40.07万 | 0.12% | 1,533 | -2 | -0.1% | -$523 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $39.88万 | 0.11% | 9,310 | -150 | -1.6% | -$6,425 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.80万 | 0.11% | 775 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $39.36万 | 0.11% | 7,527 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $39.22万 | 0.11% | 11,405 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $39.11万 | 0.11% | 9,560 | -33 | -0.3% | -$1,350 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.10万 | 0.11% | 15,696 | 877 | 5.9% | $2.18万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $39.04万 | 0.11% | 8,507 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $38.91万 | 0.11% | 12,123 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.83万 | 0.11% | 19,340 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $38.66万 | 0.11% | 7,398 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.40万 | 0.11% | 14,495 | 1,933 | 15.4% | $5.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.96万 | 0.11% | 11,965 | -158 | -1.3% | -$5,013 | 减仓 |
| — | PGIM ROCK ETF TR | $37.81万 | 0.11% | 11,934 | 3,977 | 50.0% | $12.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.24万 | 0.10% | 12,261 | 2,393 | 24.3% | $7.07万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $35.22万 | 0.10% | 8,849 | -150 | -1.7% | -$5,971 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $34.56万 | 0.10% | 12,375 | -1,080 | -8.0% | -$3.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.94万 | 0.10% | 17,186 | 533 | 3.2% | $1.05万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $33.89万 | 0.10% | 7,660 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $33.86万 | 0.10% | 7,296 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.75万 | 0.10% | 957 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.35万 | 0.10% | 4,681 | -19 | -0.4% | -$1,354 | 减仓 |
| — | PGIM ROCK ETF TR | $33.27万 | 0.10% | 10,195 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $33.22万 | 0.10% | 6,306 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $33.10万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.64万 | 0.09% | 10,469 | 3,538 | 51.0% | $11.03万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $32.32万 | 0.09% | 9,286 | 224 | 2.5% | $7,797 | 加仓 |
| WMT | WALMART INC | $32.30万 | 0.09% | 2,852 | -88 | -3.0% | -$9,967 | 减仓 |
| — | PGIM ROCK ETF TR | $32.07万 | 0.09% | 10,048 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $30.67万 | 0.09% | 9,862 | -127 | -1.3% | -$3,950 | 减仓 |
| — | PGIM ROCK ETF TR | $30.59万 | 0.09% | 9,399 | 2,073 | 28.3% | $6.75万 | 加仓 |
| ORCL | ORACLE CORP | $30.16万 | 0.09% | 2,058 | -51 | -2.4% | -$7,474 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $30.13万 | 0.09% | 5,333 | -140 | -2.6% | -$7,911 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $30.11万 | 0.09% | 2,153 | 0 | 0.0% | — | 不变 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $29.89万 | 0.09% | 6,789 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $29.50万 | 0.09% | 3,583 | 2,729 | 319.6% | $22.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.30万 | 0.08% | 11,283 | -410 | -3.5% | -$1.06万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $29.28万 | 0.08% | 6,733 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.26万 | 0.08% | 10,212 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $29.18万 | 0.08% | 8,984 | 3,488 | 63.5% | $11.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.88万 | 0.08% | 14,608 | 435 | 3.1% | $8,600 | 加仓 |
| — | PGIM ROCK ETF TR | $27.97万 | 0.08% | 9,018 | 838 | 10.2% | $2.60万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $27.52万 | 0.08% | 7,899 | -16 | -0.2% | -$557 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $27.51万 | 0.08% | 9,358 | 66 | 0.7% | $1,940 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $26.97万 | 0.08% | 6,548 | 1,935 | 41.9% | $7.97万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.59万 | 0.08% | 9,369 | 3,460 | 58.6% | $9.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.09万 | 0.08% | 8,098 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.87万 | 0.07% | 6,293 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.53万 | 0.07% | 7,148 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $24.36万 | 0.07% | 2,517 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $24.17万 | 0.07% | 797 | -24 | -2.9% | -$7,277 | 减仓 |
| USMV | ISHARES TR | $24.09万 | 0.07% | 2,497 | 2,497 | — | $24.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.07万 | 0.07% | 6,775 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $23.97万 | 0.07% | 7,248 | -160 | -2.2% | -$5,291 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.87万 | 0.07% | 11,950 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $23.65万 | 0.07% | 5,216 | -140 | -2.6% | -$6,347 | 减仓 |
| RTX | RTX CORPORATION | $23.36万 | 0.07% | 1,231 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.21万 | 0.07% | 6,799 | -348 | -4.9% | -$1.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $23.04万 | 0.07% | 320 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.79万 | 0.07% | 194 | 0 | 0.0% | — | 不变 |
| FLXR | TCW ETF TRUST | $22.72万 | 0.07% | 5,794 | 5,794 | — | $22.72万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $22.55万 | 0.06% | 4,957 | 4,957 | — | $22.55万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $21.67万 | 0.06% | 2,285 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.53万 | 0.06% | 6,929 | -150 | -2.1% | -$4,660 | 减仓 |
| CBRE | CBRE GROUP INC | $21.48万 | 0.06% | 1,595 | 0 | 0.0% | — | 不变 |