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 |
|---|---|---|---|---|---|---|---|---|
| APRW | AIM ETF PRODUCTS TRUST | $19.20万 | 0.06% | 5,428 | -575 | -9.6% | -$2.03万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $19.18万 | 0.06% | 1,749 | 1,749 | — | $19.18万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $19.18万 | 0.06% | 6,674 | 0 | 0.0% | — | 不变 |
| UDEC | INNOVATOR ETFS TRUST | $19.06万 | 0.06% | 4,907 | 113 | 2.4% | $4,389 | 加仓 |
| — | INNOVATOR ETFS TRUST | $19.00万 | 0.06% | 6,531 | 3,357 | 105.8% | $9.76万 | 加仓 |
| VV | VANGUARD INDEX FDS | $18.62万 | 0.06% | 623 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $18.59万 | 0.06% | 3,519 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $18.32万 | 0.06% | 4,484 | -1 | -0.0% | -$41 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $18.18万 | 0.06% | 4,613 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.15万 | 0.06% | 4,224 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $17.99万 | 0.06% | 4,178 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $17.98万 | 0.06% | 3,711 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $17.97万 | 0.06% | 4,726 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $17.84万 | 0.06% | 6,225 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $17.72万 | 0.06% | 9,360 | 9,360 | — | $17.72万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $17.63万 | 0.06% | 5,437 | 3 | 0.1% | $97 | 加仓 |
| PWR | QUANTA SVCS INC | $17.57万 | 0.06% | 320 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $17.32万 | 0.06% | 6,728 | -110 | -1.6% | -$2,832 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $17.30万 | 0.06% | 4,458 | -1,590 | -26.3% | -$6.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.23万 | 0.06% | 6,095 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $17.06万 | 0.06% | 5,496 | -1 | -0.0% | -$31 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $17.05万 | 0.06% | 4,378 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.93万 | 0.06% | 194 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $16.85万 | 0.06% | 3,318 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $16.46万 | 0.05% | 5,685 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $16.45万 | 0.05% | 5,405 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.42万 | 0.05% | 4,665 | -52 | -1.1% | -$1,831 | 减仓 |
| PG | PROCTER & GAMBLE CO | $16.15万 | 0.05% | 1,118 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $15.93万 | 0.05% | 2,370 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.78万 | 0.05% | 6,139 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $15.55万 | 0.05% | 3,914 | 3,344 | 586.7% | $13.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.55万 | 0.05% | 5,909 | -602 | -9.2% | -$1.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $15.44万 | 0.05% | 4,551 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.22万 | 0.05% | 3,935 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $15.05万 | 0.05% | 3,719 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.02万 | 0.05% | 4,580 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $15.01万 | 0.05% | 4,115 | -1,450 | -26.1% | -$5.29万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.93万 | 0.05% | 3,688 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $14.73万 | 0.05% | 519 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $14.51万 | 0.05% | 240 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $14.47万 | 0.05% | 5,842 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $14.45万 | 0.05% | 4,848 | 3,756 | 344.0% | $11.20万 | 加仓 |
| VCR | VANGUARD WORLD FD | $14.40万 | 0.05% | 401 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.39万 | 0.05% | 6,060 | 779 | 14.8% | $1.85万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $14.35万 | 0.05% | 1,033 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $14.34万 | 0.05% | 2,905 | 113 | 4.0% | $5,579 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $14.00万 | 0.05% | 1,692 | -441 | -20.7% | -$3.65万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.91万 | 0.05% | 5,607 | -90 | -1.6% | -$2,233 | 减仓 |
| DE | DEERE & CO | $13.80万 | 0.05% | 245 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.74万 | 0.05% | 5,249 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $13.43万 | 0.04% | 257 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $13.15万 | 0.04% | 2,433 | 17 | 0.7% | $919 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.90万 | 0.04% | 3,735 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $12.87万 | 0.04% | 1,547 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $12.86万 | 0.04% | 152 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.83万 | 0.04% | 4,763 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $12.59万 | 0.04% | 519 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.48万 | 0.04% | 4,657 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $12.45万 | 0.04% | 1,656 | 1 | 0.1% | $75 | 加仓 |
| MDYG | SPDR SERIES TRUST | $12.42万 | 0.04% | 1,294 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $12.32万 | 0.04% | 1,970 | 2 | 0.1% | $125 | 加仓 |
| — | INNOVATOR ETFS TRUST | $12.28万 | 0.04% | 4,229 | 1,732 | 69.4% | $5.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $11.95万 | 0.04% | 281 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $11.85万 | 0.04% | 800 | -92 | -10.3% | -$1.36万 | 减仓 |
| JOET | VIRTUS ETF TR II | $11.68万 | 0.04% | 2,918 | 44 | 1.5% | $1,761 | 加仓 |
| DSI | ISHARES TR | $11.63万 | 0.04% | 960 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $11.57万 | 0.04% | 1,541 | 25 | 1.6% | $1,878 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $11.34万 | 0.04% | 1,779 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $11.26万 | 0.04% | 3,777 | 3,777 | — | $11.26万 | 新建仓 |
| AMGN | AMGEN INC | $11.22万 | 0.04% | 319 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $11.22万 | 0.04% | 1,582 | 4 | 0.3% | $284 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $11.16万 | 0.04% | 348 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $11.14万 | 0.04% | 3,491 | 2,124 | 155.4% | $6.78万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $11.13万 | 0.04% | 2,751 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.09万 | 0.04% | 2,855 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $10.98万 | 0.04% | 2,732 | 2,732 | — | $10.98万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.96万 | 0.04% | 110 | -6 | -5.2% | -$5,980 | 减仓 |
| IJK | ISHARES TR | $10.75万 | 0.04% | 1,068 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $10.69万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $10.66万 | 0.04% | 5,048 | 478 | 10.5% | $1.01万 | 加仓 |
| IJJ | ISHARES TR | $10.57万 | 0.04% | 798 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $10.54万 | 0.03% | 2,225 | -450 | -16.8% | -$2.13万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $10.43万 | 0.03% | 2,571 | 3 | 0.1% | $122 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.39万 | 0.03% | 4,442 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $10.08万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $10.04万 | 0.03% | 1,033 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $10.00万 | 0.03% | 3,376 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9.99万 | 0.03% | 1,287 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $9.96万 | 0.03% | 736 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.93万 | 0.03% | 4,484 | -56 | -1.2% | -$1,241 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.92万 | 0.03% | 4,285 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.69万 | 0.03% | 3,478 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.63万 | 0.03% | 999 | -25 | -2.4% | -$2,409 | 减仓 |
| — | PGIM ROCK ETF TR | $9.60万 | 0.03% | 3,238 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $9.45万 | 0.03% | 2,255 | 947 | 72.4% | $3.97万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.41万 | 0.03% | 2,246 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $9.21万 | 0.03% | 1,888 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $9.03万 | 0.03% | 2,012 | 1 | 0.0% | $45 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $9.00万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $8.95万 | 0.03% | 2,553 | 0 | 0.0% | — | 不变 |